, /PRNewswire/ -- For the four weeks ending May 30, 2026, U.S. private employers added an average of 25,500 jobs per week, according to the NER Pulse, a weekly update of the monthly ADP National Employment Report (NER).
Employment growth slowed for the fourth week. These numbers are preliminary and could change as new data is added.
ADP Research Week ending
Change
(Four-week moving
average, seasonally
adjusted)
5/30/2026
25,500
5/23/2026
29,000
5/16/2026
30,500
5/9/2026
35,750
5/2/2026
40,750
4/25/2026
33,000
4/18/2026
30,250
4/11/2026
39,250
4/4/2026
40,250
3/28/2026
40,250
3/21/2026
26,000
3/14/2026
15,250
The NER Pulse is an estimate of the week-over-week change in employment based on a four-week moving average. These estimates are based on ADP's finely tuned, high-frequency data. The data is seasonally adjusted and have a two-week lag to allow for more complete and accurate estimates of real-time employment trends.
The NER Pulse, including 12 weeks of historical data, publishes every Tuesday at 8:15 a.m. ET, except weeks when ADP Research publishes the monthly National Employment Report which is built on a reference week that includes the 12th day of the month. The press release is available Tuesdays at 8:15 a.m. ET in the ADP Media Center. The NER Pulse is also available shortly after 8:15 a.m. ET on release days at ADP Research and in Main Street Macro.
The next NER Pulse will be released June 23, 2026. For upcoming release dates please refer to the calendar on the NER website.
The ADP National Employment Report and the NER Pulse are produced by ADP Research in collaboration with the Stanford Digital Economy Lab.
About ADP Research
The mission of ADP Research is to make the future of work more productive through data-driven discovery. Companies, workers, and policy makers rely on our finely tuned data and unique perspective to make informed decisions that impact workplaces around the world.
To subscribe to monthly email alerts or obtain additional information about ADP Research, including employment and pay data, methodology, and a calendar of release dates, please visit https://www.adpresearch.com.
About ADP (NASDAQ: ADP)
ADP has been shaping the world of work with innovation and expertise for more than 75 years. As a global leader in HR and payroll solutions, ADP continuously works to solve business challenges for our clients and their workers, from simple, easy-to-use tools for small businesses to fully integrated platforms for global enterprises – and everything in between. Always Designing for People means we're focused on just that – people. We use our unmatched AI-driven insights and proven expertise to design innovative solutions that help people achieve greater success at work. More than 1.1 million clients across 140+ countries rely on ADP's exceptional service to support their people and drive their business forward. HR, Talent, Time Management, Benefits, Compliance, and Payroll. Learn more at ADP.com.
ADP, the ADP logo, and Always Designing for People, ADP National Employment Report, and ADP Research are registered trademarks of ADP, Inc. All other marks are the property of their respective owners.
If you are building a retirement income portfolio, Automatic Data Processing (NASDAQ:ADP | ADP Price Prediction) is one of the few payroll-fueled cash machines worth a hard look right now. The stock is down 25.24% over the past year, but the dividend engine underneath has only gotten stronger. The question I want to answer: is this payout actually as bulletproof as the 51-year streak suggests?
Dividend at a Glance Metric Value Annual Dividend (run rate) $6.80 Dividend Yield 2.87% Consecutive Years of Increases 51 years Most Recent Increase 10.4% (declared November 2025) Dividend Aristocrat/King Status Aristocrat (approaching King) Payout Ratios Leave Plenty of Headroom ADP earned $10.72 in TTM EPS against a $6.48 trailing dividend, which puts the earnings payout at roughly 60%. On cash, FY2025 operating cash flow of $4.94 billion minus $168.7 million of CapEx leaves about $4.77 billion of free cash flow against roughly $2.59 billion in dividends paid.
Metric TTM Assessment Earnings Payout 60% Healthy FCF Payout 54% Healthy Operating Cash Flow Coverage 1.9x Strong A Balance Sheet Built on Float ADP holds $3.23 billion in cash, equity of $6.35 billion, and a Beta of just 0.845. Most of the headline liabilities are client funds payable, with minimal corporate debt. The real story is the float: $48.3 billion in average client fund balances generated $403.9 million of Q3 interest income, up 14% YoY. FY2026 guidance calls for $1.34 to $1.35 billion of client funds interest revenue at a ~3.4% yield.
51 Years of Raises, Still Accelerating Year Annual Dividend YoY Change 2026 run rate $6.80 +10.4% 2025 $6.16 +10% 2024 $5.60 +12% 2023 $5.00 +20% 2022 $4.16 +12% The five-year quarterly compound growth rate sits near 13%, and the streak has never been broken.
Management Is Loud About the Dividend CFO Peter Hadley told investors on the Q3 FY2026 call: “I would like to emphasize that this elevated buying is in addition to our long-standing commitment to growing our dividend and to the levels of investments that we are making and will continue to make in our business.” Year-to-date buybacks of $1.46 billion on top of the dividend tell me capital return is central to the strategy.
Verdict: This Dividend Is Rock Solid Dividend Safety Rating: Very Safe. A 54% FCF payout, 1.9x cash coverage, a 0.845 Beta, and a growing float-interest tailwind make this one of the cleanest income setups in large-cap tech. I would be comfortable owning ADP for income as long as client retention stays at record levels and pays-per-control growth remains positive. I would get cautious if a recession pushes pays-per-control growth negative and the PEO margin slide deepens beyond 120 basis points. For now, I land on very safe and growing.
Automatic Data Processing drives growth through HCM transformation efforts and acquisitions. Its rising costs and industry competition pose challenges.
A sudden diplomatic breakthrough between the United States and Iran just sent a definitive risk-on signal across global capital markets. The resulting liquidity rotation rapidly pushed spot Bitcoin (BTC) back above $65,000, triggering an aggressive recalibration in digital asset equities. Seizing the momentum, Strategy NASDAQ: MSTR deployed $100 million to acquire an additional 1,587 Bitcoin.
This latest acquisition pushes Strategy's total holdings to a staggering 846,842 Bitcoin. Treating Strategy as just a passive digital vault fundamentally misunderstands the underlying mechanics driving its valuation. Management is actively weaponizing Strategy's equity premium to run a continuous, price-agnostic buying machine. As geopolitical headwinds clear and spot prices rally, incoming accounting adjustments are positioned to transform recent paper losses into a historic net income explosion.
Get Strategy alerts:
Strategy's Earnings Loss Is a MirageTo understand where Strategy is heading, investors must first decode the complex accounting that obscures Strategy's current financial health. At first glance, the trailing 12-month financials look catastrophic. Strategy currently reports a jarring earnings-per-share (EPS) loss of $40.16 and a net income loss of $3.85 billion. For algorithms and passive screeners, a net margin of -2,482% signals an enterprise in severe distress. Looking under the hood reveals a distinct mechanical trap driven by recent regulatory changes, rather than a deterioration of Strategy's core business.
In 2025, Strategy adopted the Financial Accounting Standards Board ASU 2023-08 rules for digital asset reporting. This mandate requires corporations to report crypto holdings at fair market value, directly tying Strategy's corporate income statement to spot market volatility.
During the first quarter of 2026, Bitcoin experienced a sharp drawdown. The new accounting standard requires the immediate recognition of price declines, so those first-quarter drawdowns resulted in a massive GAAP deficit on Strategy's income statement.
These are paper losses. They remain entirely decoupled from the actual cash-flowing legacy software business, which still generates $477.23 million in annual sales and provides a stable operational floor. The accounting math now works in reverse. With spot Bitcoin reclaiming $65,000, upcoming quarterly filings will capture the massive upside price swing. The billions in recognized paper losses will violently reverse into equivalent paper gains, creating an extraordinary surge in net income for Strategy. Uninformed market participants often sell the historical GAAP loss, completely missing the baked-in earnings explosion arriving in Strategy's next reporting cycle.
The Mechanics of Strategy's Bitcoin FlywheelUnderstanding the underlying accounting reveals the baseline, but the real engine of outperformance lies in Strategy's capital structure. The fundamental thesis driving Strategy revolves around what quantitative analysts call the BTC Treasury Loop.
To fund the recent $100 million purchase, management did not dip into software revenues or tap traditional credit lines. Strategy utilized proceeds from a recent $209 million common stock sale. Normally, equity dilution destroys shareholder value by slicing the corporate pie into smaller pieces. Strategy operates under a completely different paradigm because the company trades at a massive premium to its Net Asset Value.
When Strategy issues new shares at a heavy premium to the underlying assets it holds, the capital raised far exceeds the dilutive impact. Management rotates that freshly raised fiat directly into physical Bitcoin. Mathematically, this increases the total amount of Bitcoin held per Strategy share. If the underlying Bitcoin backing a single Strategy share is worth $50 but it trades at $100, selling one new share generates enough cash to buy twice as much Bitcoin. This instantly raises the Net Asset Value of all existing Strategy shares. The core operational metric here is BTC Yield. By continually issuing equity at a premium to buy assets at spot value, Strategy aggressively compounds its BTC Yield over time.
Current Price$122.81High Forecast$570.00Average Forecast$313.93Low Forecast$54.00Strategy Stock Forecast Details
This creates a highly reflexive loop. Strategy has a beta of 3.50 and currently holds a short interest of 11.31%, representing 37.68 million shares sold short against a market capitalization of $45.96 billion. When Bitcoin prices rally, the delta exposure, combined with forced short covering, sends Strategy's stock price surging. The higher Strategy goes, the larger the Net Asset Value premium becomes, allowing the company to issue even more accretive equity and siphon more physical Bitcoin off the open market.
Adding fuel to the fire is Strategy's debt structure. Beyond at-the-market stock offerings, management utilizes zero-coupon and low-interest convertible senior notes to raise capital. This introduces severe upside gamma exposure without the immediate cash-flow drain of traditional high-yield debt.
Wall Street is recognizing the durability of this structure. TD Cowen recently reiterated a Buy rating and a $400 price target, implying a potential 142% upside from current levels. TD Cowen specifically dismantled the bearish death-spiral narrative by noting that Strategy's convertible debt lacks near-term covenants that would trigger forced liquidations.
Trading Strategy's Upcoming CatalystsFor investors, the landscape of digital asset exposure remains highly fragmented. Traditional spot exchange-traded funds charge management fees for unleveraged, one-to-one exposure. Futures-based products suffer from structural yield drag due to the costs of rolling contango contracts.
Strategy functions as an actively managed, zero-fee, hyper-leveraged balance sheet proxy. Strategy is engineered to outperform unleveraged spot markets by a wide margin during bullish phases. When Bitcoin rebounds, the combined force of the Net Asset Value premium loop, the high beta, and the short-squeeze mechanics propel Strategy at a multiple of the underlying asset's return.
The primary risk to Strategy's strategy remains the structural reliance on the equity premium. The entire flywheel requires market participants to willingly absorb new Strategy stock offerings at prices above the underlying asset's value. If broad market sentiment sours and the equity premium collapses to or below Net Asset Value, Strategy's capacity to execute accretive dilution evaporates. Without the ability to sell shares at a premium, Strategy cannot accretively add to its Bitcoin treasury, abruptly halting the accumulation loop.
Investors aiming to capitalize on the current macro liquidity rotation may want to closely monitor Strategy's BTC Yield trajectory and its sustained premium to Net Asset Value. Those with a higher risk tolerance might consider how an impending FASB-driven net income reversal could serve as an unexpected catalyst for Strategy as earnings season approaches.
Should You Invest $1,000 in Strategy Right Now?Before you consider Strategy, you'll want to hear this.
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In the latest close session, Strategy (MSTR - Free Report) was down 6.35% at $122.81. The stock fell short of the S&P 500, which registered a loss of 0.57% for the day. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq decreased by 1.15%.
The business software company's stock has dropped by 21.3% in the past month, falling short of the Finance sector's gain of 4.57% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Strategy in its upcoming earnings disclosure. The company is expected to report EPS of $52.04, up 59.63% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $126.95 million, up 10.88% from the year-ago period.
MSTR's full-year Zacks Consensus Estimates are calling for earnings of $116.7 per share and revenue of $503.9 million. These results would represent year-over-year changes of +866.25% and +5.59%, respectively.
Investors should also note any recent changes to analyst estimates for Strategy. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Strategy is currently a Zacks Rank #5 (Strong Sell).
Looking at its valuation, Strategy is holding a Forward P/E ratio of 1.12. Its industry sports an average Forward P/E of 10.93, so one might conclude that Strategy is trading at a discount comparatively.
The Financial - Miscellaneous Services industry is part of the Finance sector. This industry, currently bearing a Zacks Industry Rank of 149, finds itself in the bottom 39% echelons of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Bitmine bezit 4,66% van het totale ETH-aanbod van 120,7 miljoen ETH
Bitmine heeft in slechts 11 maanden 93% van de weg naar de 'Alchemy of 5%' afgelegd
Bitmine opgenomen in de Fortune Crypto 100 voor 2026, een gezaghebbende ranglijst van de meest invloedrijke bedrijven in de blockchainsector
Bitmine heeft de verkoop van 3.500.000 aandelen van 9,50% Series A Perpetual Preferred Stock op 10 juni 2026 voltooid
De Series A Preferred Stock van Bitmine zal vanaf 16 juni 2026 op de NYSE worden verhandeld onder het symbool BMNP
Ethereum blijft profiteren van twee belangrijke drijfveren: enerzijds de tokenisatie door Wall Street op de blockchain en anderzijds de groeiende behoefte van agentische AI-systemen aan publieke en neutrale blockchains
Bitmine heeft 4.718.677 gestakede ETH, wat een waarde vertegenwoordigt van 8,1 miljard dollar bij een koers van 1.718 dollar per ETH
MAVAN (Made-in America VAlidator Network) is een toonaangevend Ethereum-stakingplatform voor BMNR en institutionele beleggers, met een sterke focus op veiligheid, prestaties en veerkracht
Bitmine bezit voor 88 miljoen dollar aan Eightco-aandelen (NASDAQ: ORBS), nu een van de weinige beursgenoteerde ondernemingen wereldwijd die beleggers indirecte blootstelling aan OpenAI bieden
De totale waarde van de cryptobezittingen, liquide middelen en 'moonshots'-investeringen van Bitmine bedraagt 10,4 miljard dollar, inclusief 5,62 miljoen ETH-tokens, een totaal aan liquide middelen en verhandelbare effecten van 502 miljoen dollar en andere cryptobezittingen
Bitmine loopt voorop ten opzichte van vergelijkbare cryptotreasurybedrijven, zowel wat betreft de snelheid waarmee het zijn crypto-NAV per aandeel verhoogt als de hoge handelsliquiditeit van het aandeel BMNR
Bitmine is het 203e meest verhandelde aandeel in de Verenigde Staten, met een dagelijks handelsvolume van 550 miljoen dollar (gemiddelde over 5 dagen)
Bitmine wordt ondersteund door een vooraanstaande groep institutionele beleggers, waaronder Cathie Wood van ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital en privébelegger Thomas 'Tom' Lee, om bij te dragen aan Bitmines doel om 5% van alle ETH te verwerven
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ('Bitmine' of de 'onderneming'), een Bitcoin- en Ethereum-netwerkbedrijf met een focus op de accumulatie van crypto voor langetermijninvesteringen, maakte vandaag bekend dat de totale waarde van zijn cryptobezittingen, liquide middelen en verhandelbare effecten, en 'moonshots'-investeringen 10,4 miljard dollar bedraagt.
BITMINE Weekly Update
STAKING: BMNR now staking over 4.7 million ETH
ALCHEMY of 5%: BMNR ranked #203 by 5D avg $ volume
Op 14 juni 2026 om 18.00 uur (ET) bestaan de cryptobezittingen van de onderneming uit 5.620.754 ETH tegen een koers van 1.718 dollar per ETH (via CoinbaseNASDAQ: COIN), 204 Bitcoin (BTC), een belang van 180 miljoen dollar in Beast Industries, een belang van 88 miljoen dollar in Eightco Holdings (NASDAQ: ORBS) ('moonshots') en een totaal aan liquide middelen en verhandelbare effecten van 502 miljoen dollar. De ETH-bezittingen van Bitmine vertegenwoordigen 4,66% van het totale ETH-aanbod (van 120,7 miljoen ETH).
Op 10 juni heeft Bitmine zijn aanbod (het 'aanbod') van 3.500.000 aandelen van 9,50% Series A Perpetual Preferred Stock (de 'Series A Preferred Stock'), geregistreerd onder de Securities Act van 1933, zoals gewijzigd (de 'Securities Act'), afgerond tegen een openbare uitgifteprijs van 80,00 dollar per aandeel. De onderneming heeft uit het aanbod een netto-opbrengst van circa 273,8 miljoen dollar ontvangen, na aftrek van emissiekosten en provisies en de door de onderneming geraamde kosten van het aanbod. De Series A Preferred Stock zal naar verwachting vanaf 16 juni 2026 worden verhandeld op de NYSE onder het symbool BMNP. De dividenden voor BMNP zullen op wekelijkse basis worden uitgekeerd, onder voorbehoud van de voorwaarden van het toepasselijke Certificate of Designations.
"Het aanbod van Series A Preferred Stock is een goede diversificatie van de balans voor Bitmine. De huidige verwachte jaarlijkse stakingopbrengsten van de onderneming van circa 219 miljoen dollar bieden een terugkerende kasstroom om de dividenduitkeringen op de Series A Preferred Stock te ondersteunen", aldus Thomas 'Tom' Lee, bestuursvoorzitter van Bitmine.
Op 11 juni 2026 werd Bitmine opgenomen in de Fortune Crypto 100 (link hier). Fortune publiceerde deze definitieve ranglijst van de meest invloedrijke bedrijven in de blockchainsector op basis van een grondige gegevensanalyse door Inca Digital en een enquête onder vooraanstaande crypto-experts.
Op 11 mei 2026 heeft Bitmine het meest recente bericht van de bestuursvoorzitter voor mei 2026 gepubliceerd (link hier).
"In de afgelopen week hebben we 76.881 ETH aangekocht. We handhaven een enigszins verhoogd aankooptempo, omdat we van mening zijn dat deze koerscorrectie van ETH geen weerspiegeling is van de sterker wordende fundamenten van Ethereum. Dit is niet verrassend, aangezien we ervan overtuigd zijn dat we ons in de vroege fase van de cryptolente bevinden. De verwachting is dat Bitmine ergens in 2026 de 'alchemy of 5%' zal bereiken", aldus de heer Lee.
Bitmine heeft recent MAVAN (het Made-in America VAlidator Network) gelanceerd, een stakingplatform van institutionele kwaliteit. Hoewel MAVAN oorspronkelijk is ontwikkeld ter ondersteuning van Bitmines eigen Ethereum-treasury, is MAVAN van plan zich uit te breiden om ook institutionele beleggers, custodians en ecosysteempartners te bedienen die op zoek zijn naar toonaangevende stakinginfrastructuur. Een deel van Bitmines ETH is al gestaked op het MAVAN-platform.
Op 14 juni 2026 bedroeg het totale aantal door Bitmine gestakede ETH 4.718.677 (8,1 miljard dollar tegen een koers van 1.718 dollar per ETH). "Bitmine heeft meer ETH gestaked dan enige andere partij ter wereld. Op volledige schaal (wanneer de ETH van Bitmine volledig is gestaked door MAVAN en zijn stakingpartners) bedraagt de verwachte ETH-stakingopbrengst op jaarbasis 269 miljoen dollar (uitgaande van een 7-daags rendement op BMNR van 2,79%)", aldus Lee.
"De jaarlijkse stakinginkomsten worden nu geschat op 226 miljoen dollar. Deze 4,7 miljoen ETH vertegenwoordigt meer dan 83% van de 5,62 miljoen ETH die door Bitmine wordt aangehouden. De eigen stakingactiviteiten van Bitmine noteerden een 7-daags rendement van 2,79% (op jaarbasis)", vervolgde Lee.
De cryptobezittingen van Bitmine worden beschouwd als de nummer 1 Ethereum-treasury en de nummer 2 wereldwijde treasurypositie, na Strategy Inc. (NASDAQ: MSTR), dat naar verluidt 845.256 BTC bezit met een geschatte waarde van 54 miljard dollar. Bitmine blijft de grootste ETH-treasury ter wereld.
Bitmine is een van de meest verhandelde aandelen in de Verenigde Staten. Volgens gegevens van Fundstrat bedroeg de gemiddelde dagelijkse dollaromzet van het aandeel 550 miljoen dollar (vijfdaags gemiddelde per 12 juni 2026). Daarmee bezet het de 203e plaats in de VS, van de in totaal 5.704 aan Amerikaanse beurzen genoteerde aandelen, net achter Oklo Technologies (plaats 202) en vlak voor Parker-Hannifin (plaats 204) (statista.com en onderzoek van Fundstrat).
Het management van Bitmine is van mening dat de GENIUS Act en Project Crypto van de Securities and Exchange Commission (de 'SEC') in 2025 even ingrijpend zijn voor de financiële sector als het Amerikaanse besluit op 15 augustus 1971 om een einde te maken aan het Bretton Woods-stelsel en de koppeling van de Amerikaanse dollar aan de goudstandaard, 54 jaar geleden. Deze gebeurtenis in 1971 vormde de katalysator voor de modernisering van Wall Street en vormde de basis voor de iconische financiële titanen en de huidige betalingsinfrastructuur. Deze bleken uiteindelijk een betere investering dan goud.
De onderneming kondigde tevens aan dat de raad van bestuur het derde wekelijkse contante dividend op de uitstaande aandelen van de Series A Preferred Stock heeft vastgesteld, ter hoogte van 0,2639 dollar per aandeel. Dit dividend zal naar verwachting op 6 juli 2026 worden uitgekeerd aan de geregistreerde houders van de Series A Preferred Stock bij het sluiten van de handelsdag op 26 juni 2026.
Het bericht van de bestuursvoorzitter vindt u hier:
https://www.Bitminetech.io/chairmans-message
De resultatenpresentatie voor het volledige boekjaar 2025 en de bedrijfspresentatie vindt u hier: https://Bitminetech.io/investor-relations/
Om op de hoogte te blijven, kunt u zich aanmelden via: https://Bitminetech.io/contact-us/
Over Bitmine
Bitmine (NYSE: BMNR) is een Bitcoin-miner met activiteiten in de Verenigde Staten. De onderneming zet zijn overtollige kapitaal in om wereldwijd het toonaangevende Ethereum-treasurybedrijf te worden en implementeert daarbij een innovatieve strategie voor digitale activa voor institutionele beleggers en deelnemers aan de publieke kapitaalmarkten. Gedreven door zijn filosofie van "the alchemy of 5%" zet de onderneming vol in op ETH als zijn primaire treasury-reserveactief, waarbij het gebruikmaakt van activiteiten op protocolniveau, waaronder staking en decentralized finance (DeFi)-mechanismen. De onderneming heeft in 2026 MAVAN (Made-in America VAlidator Network) gelanceerd, een speciale stakinginfrastructuur voor Bitmine-activa.
Volg voor aanvullende informatie op X:
https://x.com/bitmnr
https://x.com/fundstrat
Toekomstgerichte verklaringen
Dit persbericht bevat verklaringen die kunnen worden aangemerkt als "toekomstgerichte verklaringen" in de zin van de Private Securities Litigation Reform Act van 1995. De verklaringen in dit persbericht die niet louter historisch van aard zijn, zijn toekomstgerichte verklaringen die risico's en onzekerheden met zich meebrengen. Deze toekomstgerichte verklaringen kunnen worden herkend aan termen zoals 'verwacht', 'voorziet', 'is voornemens', 'gelooft', 'anticipeert', 'schat' en vergelijkbare uitdrukkingen. Dit document bevat in het bijzonder toekomstgerichte verklaringen met betrekking tot: (i) de doelstellingen van de onderneming met betrekking tot de acquisitie van ETH, met inbegrip van het initiatief "the alchemy of 5%" en de verwachting dat Bitmine dit doel ergens in 2026 zal bereiken; (ii) de overtuigingen en verwachtingen van de onderneming met betrekking tot de cryptomarkt, met inbegrip van het feit dat Ethereum blijft profiteren van de dubbele rugwind van de tokenisering van Wall Street op de blockchain en van agentische AI-systemen die in toenemende mate behoefte hebben aan openbare en neutrale blockchains; (iii) de verwachte handel in de Series A Preferred Stock op de NYSE onder het symbool BMNP met ingang van 16 juni 2026; (iv) het dividendbetalingsschema voor de Series A Preferred Stock, met inbegrip van de verwachting dat het derde wekelijkse dividend in contanten op 6 juli 2026 zal worden uitgekeerd aan de geregistreerde houders per 26 juni 2026; (v) de strategie voor de accumulatie van digitale activa en de stakingactiviteiten van de onderneming, inclusief geprojecteerde jaarlijkse ETH-stakingbeloningen van ongeveer 269 miljoen dollar (wanneer de ETH van Bitmine volledig wordt gestaked door MAVAN en zijn stakingpartners) en de huidige geprojecteerde jaarlijkse stakinginkomsten van ongeveer 226 miljoen dollar; (vi) de beoogde uitbreiding van MAVAN om institutionele beleggers, custodians en ecosysteempartners te bedienen die op zoek zijn naar een toonaangevende stakinginfrastructuur; (vii) de typering door de onderneming van de huidige marktomstandigheden als de "vroege stadia van de cryptolente" en de overtuiging dat ETH-koerscorrecties geen weerspiegeling zijn van de versterkende fundamenten van Ethereum; (viii) de overtuiging van het management dat de GENIUS Act en SEC Project Crypto net zo transformatief zijn voor de financiële sector als het Amerikaanse besluit op 15 augustus 1971 om een einde te maken aan het Bretton Woods-stelsel en de koppeling van de Amerikaanse dollar aan de goudstandaard; en (ix) de voortgezette groei en vooruitgang van de Ethereum-treasurystrategie van de onderneming. Bij het evalueren van deze toekomstgerichte verklaringen dient u rekening te houden met verschillende factoren, waaronder: het vermogen van Bitmine om gelijke tred te houden met nieuwe technologieën en veranderende marktbehoeften; het vermogen van Bitmine om zijn huidige bedrijfsactiviteiten, zijn Ethereum-treasuryactiviteiten en zijn voorgestelde toekomstige activiteiten te financieren; de concurrentieomgeving waarin Bitmine actief is; marktomstandigheden die van invloed zijn op de handelskoers van de gewone aandelen en de Series A Preferred Stock van de onderneming; ontwikkelingen in regelgeving met betrekking tot digitale activa, waaronder de uiteindelijke aanneming en implementatie van aanhangige wetgeving en initiatieven van de SEC; de volatiliteit en onvoorspelbaarheid van de prijzen van digitale activa; de prestaties, betrouwbaarheid en beveiliging van de stakingactiviteiten van de onderneming; risico's in verband met AI-systemen en hun impact op de cryptomarkten; en de toekomstige waarde van Bitcoin en Ethereum. De daadwerkelijke toekomstige prestaties en resultaten kunnen wezenlijk afwijken van hetgeen wordt vermeld in toekomstgerichte verklaringen. Toekomstgerichte verklaringen zijn onderhevig aan talrijke factoren, waarvan vele buiten de macht van Bitmine liggen, waaronder die welke zijn uiteengezet in de sectie 'Risicofactoren' van Form 10-K van Bitmine dat op 21 november 2025 is ingediend bij de SEC, evenals alle andere SEC-indieningen, zoals van tijd tot tijd gewijzigd of bijgewerkt. Kopieën van SEC-indieningen van Bitmine zijn beschikbaar op de website van de SEC: www.sec.gov. Bitmine neemt geen verplichting op zich om deze verklaringen te actualiseren na de datum van dit persbericht, behalve voor zover wettelijk vereist.
Agency MBS assets provide a unique investment opportunity with minimal credit risk. Agency mREITs leverage agency MBS with a business model that has low exposure to credit risk but high exposure to interest rate changes. As the interest rate curve normalizes, NLY has benefited, recently raising its dividend.
Key Takeaways NLY offers a high dividend yield of around 12.59%, supported by REIT payout requirements.NLY raised its quarterly dividend 7.1% to 75 cents per share in June 2026.NLY holds $106.7B in investments, mainly Agency MBS, supporting portfolio stability. One of the most closely tracked aspects of Annaly Capital Management’s (NLY - Free Report) financial profile is its dividend policy. As a publicly traded mortgage real estate investment trust (mREIT), the company is closely followed for its high dividend yield and steady income generation, which continue to attract income-focused investors.
REIT stocks generally attract strong interest from income-focused investors, given the U.S. requirement for REITs to distribute at least 90% of taxable income as dividends. Annaly currently offers a high dividend yield of around 12.59%.
Dividend Yield
Image Source: Zacks Investment Research
Last week, the company raised its quarterly cash dividend by 7.1% to 75 cents per share. The dividend will be paid out on July 31, 2026, to shareholders of record on June 30. Prior to this increase, in March 2025, it had boosted its dividend by 7.7% to 70 cents per share. Over the past five years, Annaly has increased its dividend twice and maintains a payout ratio of 95%, indicating that a substantial portion of earnings continues to be returned to shareholders.
Apart from dividends, NLY has a share repurchase plan in place. On Jan. 31, 2025, the company’s board of directors authorized a new common share repurchase program of up to $1.5 billion, which expires on Dec. 31, 2029. Although the company has not repurchased shares under the program since its announcement, the authorization provides management with flexibility to enhance shareholder value when market conditions are favorable.
A key driver supporting the sustainability of Annaly’s dividend is its disciplined investment strategy and strong portfolio composition. As of March 31, 2026, the company’s investment portfolio stood at $106.7 billion, of which $92.2 billion consisted of highly liquid Agency mortgage-backed securities (MBS). Given the government-backed nature of Agency MBS, these assets generally carry lower credit risk while supporting stable risk-adjusted returns in the fixed-income markets.
In addition to its portfolio strength, Annaly Capital Management also maintains a healthy liquidity position that enhances its ability to navigate market volatility. As of March 31, 2026, the company reported $9 billion in assets available for financing, including $5 billion in cash and unencumbered Agency mortgage-backed securities.
Given its strong liquidity position, sizable Agency MBS portfolio and disciplined capital management framework, Annaly appears well-positioned to sustain its capital distribution strategy and continue supporting its attractive dividend profile.
How NLY Stacks Up Against AGNC & ABRAnnaly’s peers, such as AGNC Investment Corp. (AGNC - Free Report) and Arbor Realty Trust, Inc. (ABR - Free Report) , have also been focusing on maintaining shareholder returns through consistent dividend payouts.
AGNC Investment has a dividend yield of 13.8%. As of March 31, 2026, its liquidity, including unencumbered cash and Agency MBS, was $7 billion, supporting the sustainability of its dividend policy.
Meanwhile, Arbor Realty has a dividend yield of 13.2%. However, its liquidity position remains comparatively weak. As of March 31, 2026, Arbor Realty held cash and cash equivalents of $407.1 million against long-term debt of $6.3 billion. Such a narrow liquidity cushion raises concerns about the sustainability of its dividend in the long term.
Annaly’s Price Performance & Zacks RankOver the past year, NLY shares have gained 16.9% compared with the industry’s growth of 3.4%.
Price Performance
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
New solution is among the first GENIUS Act-aligned government money market funds to support stablecoin issuance at scale
BOSTON--(BUSINESS WIRE)--State Street Investment Management today announced the launch of the State Street Stablecoin Reserves Money Market Fund, a GENIUS Act-aligned registered Rule 2a-7 government money market fund designed specifically for the unique needs of stablecoin issuers. The Guiding and Establishing National Innovation for U.S. Stablecoins ("GENIUS") Act, passed into law by the United States Congress in July 2025, creates a clearer regulatory framework to utilize money market funds registered under the Investment Company Act of 1940 to back the issuance of stablecoins. The fund was designed and built to comply with the GENIUS Act.
State Street Bank and Trust Company, and Anchorage Digital, home to the first federally chartered crypto bank in the United States, are initial investors in the fund.
“For more than 40 years, the cash management business of State Street Investment Management has delivered liquidity solutions to the world’s largest and most sophisticated institutional investors,” said Yie-Hsin Hung, president and chief executive officer of State Street Investment Management. “With the GENIUS Act, a clear framework has been established for how stablecoin reserves can be invested. State Street Investment Management’s time-tested approach to cash management focuses on principal preservation, liquidity and income, and we’re excited to partner with Anchorage Digital to bring these capabilities to the digital assets space.”
“Stablecoins are quickly becoming core financial infrastructure, making the quality and management of their reserves critically important,” said Nathan McCauley, co-founder and chief executive officer of Anchorage Digital. “As the GENIUS Act establishes a clear regulatory framework, this fund brings together State Street Investment Management’s decades of cash management expertise with Anchorage Digital’s regulated stablecoin infrastructure to help advance a more resilient, institutional-grade foundation for stablecoin reserves.”
The fund launches as the stablecoin market enters a new phase of growth, with global stablecoin issuance projected to reach between $1.9 trillion and $4 trillion by 2030 as institutional adoption accelerates.* This expansion is expected to drive an increase in stablecoin reserves backed by government money market fund assets, creating new opportunities for State Street’s institutional liquidity management solutions to back the digital ecosystem.
The launch builds on the recent introduction of the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP), a tokenized liquidity solution enabling 24/7 onchain cash management via stablecoins, subject to the availability of stablecoin in the fund’s portfolio, and advances State Street Investment Management’s broader strategy of enabling seamless, institutional-grade participation in tokenized markets.
For more information about the State Street Stablecoin Reserves Money Market Fund, please visit: https://www.ssga.com/us/en/institutional/cash/state-street-stablecoin-reserves-money-market-fund-capital-class-sscxx.
*Citi Institute, Stablecoins 2030: Web3 to Wall Street, September 2025.
About State Street Investment Management
At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go. State Street Investment Management is the asset management arm of State Street Corporation (NYSE: STT).
*This figure is presented as of March 31, 2026 and includes ETF AUM of $1,940.32 billion USD of which approximately $184.18 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.
About Anchorage Digital
Anchorage Digital is a global crypto platform that enables institutions to participate in digital assets through trading, staking, custody, governance, settlement, stablecoin issuance, and the industry’s leading security infrastructure. Home to Anchorage Digital Bank N.A., the first federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, which is licensed by the Monetary Authority of Singapore; Anchorage Digital NY, which holds a BitLicense from the New York Department of Financial Services; and self-custody wallet Porto by Anchorage Digital. Anchorage Digital Bank also offers fiat custody services through the use of an FDIC-insured, licensed sub-custodian. Anchorage Digital is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with a valuation of $4.2 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn.
Important Risk Information
Risk of Loss. No guarantee or representation is made that the Fund’s investment program will be successful. Investment results may vary substantially over time. No assurance can be made that profits will be achieved and there is the potential for substantial or complete loss of your investment.
Low Short-Term Interest Rates. During market conditions in which short-term interest rates are at low levels, the Fund’s yield can be very low. During these conditions, it is possible that the Fund will generate an insufficient amount of income to pay its expenses, and that it may have a negative yield (i.e., it may lose money on an operating basis).
Focused Investment Risk. The Fund is expected to invest a large percentage of its assets in treasury securities, which may result in more risk or greater volatility in returns than if the Fund’s investments were less focused.
U.S. Treasury Obligations Risk. U.S. Treasury obligations may differ from other securities in their interest rates, maturities, times of issuance and other characteristics. Similar to other issuers, changes to the financial condition or credit rating of the U.S. government may cause the value of the Fund’s U.S. Treasury obligations to decline.
Repurchase Agreement Risk. Repurchase agreements may be viewed as loans made by the Fund that are collateralized by the securities subject to repurchase. The Fund’s investment return on such transactions will depend on the counterparty’s willingness and ability to perform its obligations under a repurchase agreement. If the Fund’s counterparty should default on its obligations and the Fund is delayed or prevented from recovering the collateral, or if the value of the collateral is insufficient, the Fund may realize a loss.
Money Market Fund Risk: You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor is not required to reimburse the Fund for losses, and you should not expect that the sponsor will provide financial support to the Fund at any time, including during periods of market stress.
The Fund may redeem investors that do not satisfy the eligibility requirements for retail money market fund investors. The Fund will provide advance written notification of its intent to make any such involuntary redemptions to the applicable shareholders, which will include more specific information about timing. Neither the Fund nor the Adviser will be responsible for any loss in an investor’s account or tax liability resulting from an involuntary redemption.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the fund.
Before investing, consider the fund’s investment objectives, risks, charges and expenses. All statements are subject to the definitive offering documents of the fund, available from State Street Global Advisors Funds Distributors, LLC.
Not FDIC Insured - No Bank Guarantee - May Lose Value
State Street Global Advisors Fund Distributors, LLC, member FINRA, SIPC
State Street Global Advisors (SSGA) is now State Street Investment Management. Please go to statestreet.com/investment-management for more information.
State Street Investment Management today announced the launch of the State Street Stablecoin Reserves Money Market Fund, a GENIUS Act-aligned registered Rule 2a-7 government money market fund designed specifically for the unique needs of stablecoin issuers. The Guiding and Establishing National Innovation for U.S. Stablecoins ("GENIUS") Act, passed into law by the United States Congress in July 2025, creates a clearer regulatory framework to utilize money market funds registered under the Investment Company Act of 1940 to back the issuance of stablecoins. The fund was designed and built to comply with the GENIUS Act.
State Street Bank and Trust Company, and Anchorage Digital, home to the first federally chartered crypto bank in the United States, are initial investors in the fund.
“For more than 40 years, the cash management business of State Street Investment Management has delivered liquidity solutions to the world’s largest and most sophisticated institutional investors,” said Yie-Hsin Hung, president and chief executive officer of State Street Investment Management. “With the GENIUS Act, a clear framework has been established for how stablecoin reserves can be invested. State Street Investment Management’s time-tested approach to cash management focuses on principal preservation, liquidity and income, and we’re excited to partner with Anchorage Digital to bring these capabilities to the digital assets space.”
“Stablecoins are quickly becoming core financial infrastructure, making the quality and management of their reserves critically important,” said Nathan McCauley, co-founder and chief executive officer of Anchorage Digital. “As the GENIUS Act establishes a clear regulatory framework, this fund brings together State Street Investment Management’s decades of cash management expertise with Anchorage Digital’s regulated stablecoin infrastructure to help advance a more resilient, institutional-grade foundation for stablecoin reserves.”
The fund launches as the stablecoin market enters a new phase of growth, with global stablecoin issuance projected to reach between $1.9 trillion and $4 trillion by 2030 as institutional adoption accelerates.* This expansion is expected to drive an increase in stablecoin reserves backed by government money market fund assets, creating new opportunities for State Street’s institutional liquidity management solutions to back the digital ecosystem.
The launch builds on the recent introduction of the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP), a tokenized liquidity solution enabling 24/7 onchain cash management via stablecoins, subject to the availability of stablecoin in the fund’s portfolio, and advances State Street Investment Management’s broader strategy of enabling seamless, institutional-grade participation in tokenized markets.
For more information about the State Street Stablecoin Reserves Money Market Fund, please visit: https://www.ssga.com/us/en/institutional/cash/state-street-stablecoin-reserves-money-market-fund-capital-class-sscxx.
*Citi Institute, Stablecoins 2030: Web3 to Wall Street, September 2025.
About State Street Investment Management
At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and cost-effective suite of investment solutions that help investors get wherever they want to go. State Street Investment Management is the asset management arm of State Street Corporation (NYSE: STT).
*This figure is presented as of March 31, 2026 and includes ETF AUM of $1,940.32 billion USD of which approximately $184.18 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.
About Anchorage Digital
Anchorage Digital is a global crypto platform that enables institutions to participate in digital assets through trading, staking, custody, governance, settlement, stablecoin issuance, and the industry’s leading security infrastructure. Home to Anchorage Digital Bank N.A., the first federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, which is licensed by the Monetary Authority of Singapore; Anchorage Digital NY, which holds a BitLicense from the New York Department of Financial Services; and self-custody wallet Porto by Anchorage Digital. Anchorage Digital Bank also offers fiat custody services through the use of an FDIC-insured, licensed sub-custodian. Anchorage Digital is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with a valuation of $4.2 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn.
Important Risk Information
Risk of Loss. No guarantee or representation is made that the Fund’s investment program will be successful. Investment results may vary substantially over time. No assurance can be made that profits will be achieved and there is the potential for substantial or complete loss of your investment.
Low Short-Term Interest Rates. During market conditions in which short-term interest rates are at low levels, the Fund’s yield can be very low. During these conditions, it is possible that the Fund will generate an insufficient amount of income to pay its expenses, and that it may have a negative yield (i.e., it may lose money on an operating basis).
Focused Investment Risk. The Fund is expected to invest a large percentage of its assets in treasury securities, which may result in more risk or greater volatility in returns than if the Fund’s investments were less focused.
U.S. Treasury Obligations Risk. U.S. Treasury obligations may differ from other securities in their interest rates, maturities, times of issuance and other characteristics. Similar to other issuers, changes to the financial condition or credit rating of the U.S. government may cause the value of the Fund’s U.S. Treasury obligations to decline.
Repurchase Agreement Risk. Repurchase agreements may be viewed as loans made by the Fund that are collateralized by the securities subject to repurchase. The Fund’s investment return on such transactions will depend on the counterparty’s willingness and ability to perform its obligations under a repurchase agreement. If the Fund’s counterparty should default on its obligations and the Fund is delayed or prevented from recovering the collateral, or if the value of the collateral is insufficient, the Fund may realize a loss.
Money Market Fund Risk: You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor is not required to reimburse the Fund for losses, and you should not expect that the sponsor will provide financial support to the Fund at any time, including during periods of market stress.
The Fund may redeem investors that do not satisfy the eligibility requirements for retail money market fund investors. The Fund will provide advance written notification of its intent to make any such involuntary redemptions to the applicable shareholders, which will include more specific information about timing. Neither the Fund nor the Adviser will be responsible for any loss in an investor’s account or tax liability resulting from an involuntary redemption.
Distributor: State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, an indirect wholly owned subsidiary of State Street Corporation. References to State Street may include State Street Corporation and its affiliates. Certain State Street affiliates provide services and receive fees from the fund.
Before investing, consider the fund’s investment objectives, risks, charges and expenses. All statements are subject to the definitive offering documents of the fund, available from State Street Global Advisors Funds Distributors, LLC.
Not FDIC Insured - No Bank Guarantee - May Lose Value
State Street Global Advisors Fund Distributors, LLC, member FINRA, SIPC
State Street Global Advisors (SSGA) is now State Street Investment Management. Please go to statestreet.com/investment-management for more information.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at State Street Corporation (STT - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. State Street Corporation currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if STT is a promising momentum pick, let's examine some Momentum Style elements to see if this company holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For STT, shares are up 3.64% over the past week while the Zacks Banks - Major Regional industry is up 3.86% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 8.87% compares favorably with the industry's 6.41% performance as well.
Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Shares of State Street Corporation have increased 35.82% over the past quarter, and have gained 71.84% in the last year. On the other hand, the S&P 500 has only moved 14.27% and 27.78%, respectively.
Investors should also pay attention to STT's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. STT is currently averaging 1,861,858 shares for the last 20 days.
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with STT.
Over the past two months, 8 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost STT's consensus estimate, increasing from $11.84 to $12.35 in the past 60 days. Looking at the next fiscal year, 8 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that STT is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep State Street Corporation on your short list.
State Street Corporation stock remains a Buy, driven by organic growth, new product launches, and a robust A-level balance sheet. STT's new stablecoin money market fund and consistent earnings beats highlight its competitive positioning and ongoing recovery story. Despite a lower ROE versus peers, STT shows improving margins, strong dividend growth, and conservative payout ratios supporting risk management.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Kroger (KR - Free Report) The Kroger Co., which operates in the thin-margin grocery industry, has been undergoing a complete makeover, not only with respect to products but also in terms of the way consumers prefer shopping grocery. The company is focusing on plant-based products as well as eyeing technological expansion. It acquired meal kit company Home Chef and partnered with British online grocery delivery firm Ocado that reinforces its position in the online ordering, automated fulfillment and home delivery space. It has also introduced grocery delivery service Kroger Ship and inked a deal with driverless car company Nuro.
KR is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. KR has a Growth Style Score of A, forecasting year-over-year earnings growth of 8.3% for the current fiscal year.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.01 to $5.25 per share. KR boasts an average earnings surprise of +3.6%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, KR should be on investors' short list.
Agreement adds Globally Recognized Door, Window and Safety Technology Solutions to SU Group's Integrated Security-Related Engineering Platform
, /PRNewswire/ -- SU Group Holdings Limited (Nasdaq: SUGP) ("SU Group" or the "Company"), an integrated security-related engineering services company in Hong Kong, today announced a distributorship agreement with Germany's GEZE, a multi-national manufacturer in innovative door, window and safety technology for Smart Buildings.
The agreement broadens SU Group's product and solutions portfolio with GEZE's extensive range of advanced building technologies, including automatic door systems, window technology, safety systems, smoke and heat extraction solutions, access control-related applications and building automation capabilities.
GEZE has been in the industry for over a century and has one of the industry's most extensive product portfolios of smart building and safety technologies. This includes many award-winning products, popular for their innovative functions, high efficiency and clear focus on design, convenience and safety. GEZE's portfolio is particularly relevant to the next generation of Smart Buildings, where doors, windows, safety systems and building management platforms are increasingly expected to work together. Its technologies help support controlled access, barrier-free movement, preventive fire protection, natural ventilation, smoke and heat extraction, energy efficiency and centralized monitoring.
SU Group's Chairman and CEO, Dave Chan, said, "This is a big win for our customers, which put security at the forefront of planning and development decisions. The addition of GEZE to our product array will enable us to compete with top tier players, and participate in projects we could not have before, including those with the most advanced technological requirements. These technologies are increasingly important as developers, property owners and public-sector operators seek buildings that are not only secure, but also more accessible, efficient, connected and easier to manage."
Key Takeaways
New distributorship agreement with GEZE, a German-headquartered global specialist in door, window and safety technology for Smart Buildings Expands SU Group's product offering into advanced automatic door systems, window technology, building automation, access control, fire protection and safety-related applications Positions SU Group to pursue larger, more technically demanding projects across commercial properties, public facilities, infrastructure and residential developments Strengthens SU Group's ability to provide customers with integrated, end-to-end solutions that combine security engineering, safety, accessibility, convenience and smart building functionality Adds a globally established brand founded in 1863, with deep expertise, international scale and a broad product portfolio focused on quality, design and innovation About GEZE
GEZE is a German-headquartered, family-run technology company founded in 1863. The company develops and produces innovative door, window and safety technology for Smart Buildings and is recognized for its broad portfolio of products, systems and services. GEZE's solutions support automatic door systems, window technology, smoke and heat extraction, safety technology, access control-related applications and building automation. With a global presence, more than 3,000 employees and subsidiaries across numerous international markets, GEZE combines engineering expertise, quality, design and digital connectivity to help create safer, more comfortable and more efficient buildings.
About SU Group Holdings Limited
SU Group (Nasdaq: SUGP) is an integrated security-related services company that primarily provides security-related engineering services, security guarding and screening services, and related vocational training services in Hong Kong. Through its subsidiaries, SU Group has been providing turnkey services to the existing infrastructure or planned development of its customers through the design, supply, installation, and maintenance of security systems for over two decades. The security systems that SU Group provides services include threat detection systems, traffic and pedestrian control systems, and extra-low voltage systems in private and public sectors, including commercial properties, public facilities, and residential properties in Hong Kong. For more information visit www.sugroup.com.hk.
Forward-Looking Statements
The Company makes forward-looking statements in this report within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks and uncertainties, including the closing of the offering, and are based on the Company's current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy and financial needs. These statements may be preceded by, followed by or include the words "may," "might," "will," "will likely result," "should," "estimate," "plan," "project," "forecast," "intend," "expect," "anticipate," "believe," "seek," "continue," "target" or similar expressions. These forward-looking statements are based on information available to the Company as of the date of this report and involve substantial risks and uncertainties. Actual results may vary materially from those expressed or implied by the forward-looking statements herein due to a variety of factors, and other risks and uncertainties set forth in our reports filed with the U.S. Securities and Exchange Commission. The Company does not undertake any obligation to update forward-looking statements as a result of new information, future events or developments or otherwise.
, /PRNewswire/ -- SU Group Holdings Limited (Nasdaq: SUGP) (the "Company"), an integrated security-related services company in Hong Kong, today announced that its board of directors, with the approval of the warrant holders in accordance with the terms of the applicable warrant instrument, has approved an adjustment to the exercise price of certain outstanding warrants issued by the Company on May 13, 2026, pursuant to the Company's unit offering of pre-funded warrants and warrants, from $5.50 to US$0.87 per ordinary share, effective as of June 17, 2026, subject to the terms and conditions of the applicable warrant documents and any other required approvals.
The Company's board of directors approved the warrant exercise price adjustment after considering, among other things, the Company's current financial and operational needs, prevailing market conditions, the trading price and volume of the Company's ordinary shares, and the potential opportunity to generate additional capital through warrant exercises. The board determined that adjusting the warrant exercise price may better align the warrants with current market conditions and incentivize participation in the Company's fundraising efforts.
The Company expects that any net proceeds received from exercises of the warrants would be used for general working capital and strategic purposes, including marketing, product promotion, and potential merger and acquisition opportunities. The board also considered that additional capital could support the Company's day-to-day operations, growth initiatives, and investment opportunities related to the Company's core business and new technologies.
The board believes that the warrant exercise price adjustment is commercially fair and reasonable and in the best interests of the Company and its shareholders as a whole, based on the information available to the board at the time of its decision. The Company also confirmed that the warrant exercise price adjustment is intended to be undertaken in accordance with the terms of the applicable warrant instrument and applicable laws, regulations, and listing rules.
The Company has authorized its officers to take the steps necessary to implement the warrant exercise price adjustment, including providing any required notices to warrant holders and making any appropriate regulatory filings.
There can be no assurance that any holder of the warrants will elect to exercise such warrants, or that the Company will receive any proceeds from any such exercises.
About SU Group Holdings Limited
SU Group (Nasdaq: SUGP) is an integrated security-related services company that primarily provides security-related engineering services, security guarding and screening services, and related vocational training services in Hong Kong. Through its subsidiaries, SU Group has been providing turnkey services to the existing infrastructure or planned development of its customers through the design, supply, installation, and maintenance of security systems for over two decades. The security systems that SU Group provides services include threat detection systems, traffic and pedestrian control systems, and extra-low voltage systems in private and public sectors, including commercial properties, public facilities, and residential properties in Hong Kong. For more information visit www.sugroup.com.hk.
Forward-Looking Statements
The Company makes forward-looking statements in this report within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks and uncertainties, including the closing of the offering, and are based on the Company's current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy and financial needs. These statements may be preceded by, followed by or include the words "may," "might," "will," "will likely result," "should," "estimate," "plan," "project," "forecast," "intend," "expect," "anticipate," "believe," "seek," "continue," "target" or similar expressions. These forward-looking statements are based on information available to the Company as of the date of this report and involve substantial risks and uncertainties. Actual results may vary materially from those expressed or implied by the forward-looking statements herein due to a variety of factors, and other risks and uncertainties set forth in our reports filed with the U.S. Securities and Exchange Commission. The Company does not undertake any obligation to update forward-looking statements as a result of new information, future events or developments or otherwise.
Leader in advisory services consolidates its managed security operations on CrowdStrike, combining human expertise with intelligent agents to stop breaches at machine speed for customers worldwide
AUSTIN, Texas & CHICAGO--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) and Grant Thornton Advisors LLC (Grant Thornton Advisors) today announced that Grant Thornton Advisors is standardizing its managed security services on the CrowdStrike Falcon® platform, anchored by Falcon® Complete through the Falcon Complete for Service Providers program. Building on this strategy, Grant Thornton Advisors is expanding its global security managed services capabilities – further demonstrating the continued evolution of its multinational platform to serve clients operating across multiple jurisdictions.
The move consolidates Grant Thornton Advisors’ managed security service provider (MSSP) capabilities around a unified operating model, enhancing the ability to deliver leading managed detection and response (MDR) solutions to customers worldwide through CrowdStrike’s Agentic MDR. Using intelligent agents to augment expert analysts, Agentic MDR automates high-friction workflows and scales elite managed protection across enterprise environments to stop AI-accelerated adversaries moving at machine speed. The partnership underscores Grant Thornton Advisors’ continued investment in delivering measurable security outcomes for clients across industries and geographies in key markets around the globe.
"Our clients don't need more tools – they need security that actually works," said Tony Buffomante, national managing partner of cyber and risk services at Grant Thornton Advisors LLC. "With Falcon Complete at the core of our managed security operations, we're pairing CrowdStrike's detection and response capabilities with our advisory, incident response, and managed engineering expertise to help clients move from reactive security postures to proactive, measurable protection wherever our clients are located. That's what outcome-driven security looks like – and it's what our clients are asking for."
In this approach, Grant Thornton Advisors is bringing a new portfolio of managed security services to market, including tiered MDR offerings and managed engineering services. These services layer proactive threat hunting, automated response, and platform optimization on top of Falcon Complete – giving customers more insights from their own telemetry data that leads to a single, integrated path to a stronger security posture and reduced risk. This signals a broader shift in the MDR market as advisory firms move away from legacy MDR and fragmented security operations toward the unified Falcon platform.
The announcement comes amid an aggressive growth period for Grant Thornton Advisors, which has expanded its advisory capabilities through a series of acquisitions – including Auxis, Stax, and the recently-announced agreement to acquire MCA Connect – while building a multinational platform that now spans nearly 20 markets with almost 25,000 professionals.
“Organizations are done stitching together point solutions that simply cannot deliver desired results,” said Daniel Bernard, chief business officer at CrowdStrike. “The next generation of MDR is moving from tools to services that actually execute. Grant Thornton Advisors’ choice to standardize on Falcon Complete is about bringing a new class of managed security services to market – combining our Agentic MDR with their advisory, engineering, and operational expertise to deliver security outcomes at scale. This is where the market is going.”
To learn more about Grant Thornton Advisors’ managed security services built on the CrowdStrike Falcon platform, visit: grantthornton.com.
About CrowdStrike
CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data.
Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities.
Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity, and immediate time-to-value.
CrowdStrike: We stop breaches.
Learn more: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
About the Grant Thornton Advisors multinational platform
The Grant Thornton Advisors multinational platform is a group of firms within the Grant Thornton International Limited network that connects priority markets and operates with aligned standards, technology and delivery expectations. Firms remain locally led and legally separate. The Grant Thornton International Limited network provides access to its member firms in more than 150 global markets.
The platform is currently home to almost 20 aligned firms stretching from the Americas across Europe and the Middle East to the Asia-Pacific region. These firms bring together almost 25,000 professionals to deliver cross-border solutions powered by advanced technologies, a shared commitment to quality and a growing reputation as the industry’s employer-of-choice. The platform firms operate as separate legal entities.
About Grant Thornton Advisors LLC
Grant Thornton Advisors LLC provides non-attest offerings, including tax and advisory services. It is one of two specialized entities known collectively as Grant Thornton in the US, alongside Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services.
Grant Thornton LLP, Grant Thornton Advisors LLC and their respective subsidiaries operate as an alternative practice structure (APS). The APS conforms with applicable laws, regulations and professional standards, including those from the American Institute of Certified Public Accountants.
Grant Thornton LLP is a CPA firm, while Grant Thornton Advisors LLC is not.
“Grant Thornton” refers to the brand under which the member firms in the Grant Thornton International Ltd (GTIL) network provide services to their clients and/or refers to one or more member firms. Grant Thornton LLP and Grant Thornton Advisors LLC serve as the U.S. member firms of the GTIL network. GTIL and its member firms are not a worldwide partnership and all member firms are separate legal entities. Member firms deliver all services; GTIL does not provide services to clients.
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it is extending CrowdStrike Falcon® AI Detection and Response (AIDR) across leading AI gateway partners, including Databricks, Google Cloud, JetStream Security, Kong, LiteLLM, Maxim AI, Microsoft Azure, and TrueFoundry, delivering AI's security control plane. As enterprises move AI into production, AI traffic spans multiple gateways, APIs, and models, fragmenting visibility and increasing exposure to prompt injection, da.
Key Takeaways CRWD's Next-Gen SIEM surpassed $600M in ending ARR during the first quarter of fiscal 2027.CrowdStrike secured an eight-figure customer win, replacing legacy security solutions.CRWD is enhancing SIEM adoption with Charlotte AI and broader platform consolidation. CrowdStrike's (CRWD - Free Report) Next-Gen SIEM business is becoming a major contributor to the company's growth. The solution helps customers collect and analyze security data from endpoints, cloud environments, identities and third-party applications in one place and helps customers replace legacy security tools and move more security operations onto the Falcon platform.
In the first quarter of fiscal 2027, CrowdStrike's Next-Gen SIEM surpassed $600 million in ending annual recurring revenues (ARR). This makes it one of the company's largest growth businesses outside endpoint security. Further, the company's combined SIEM, Cloud and Identity businesses now generate more than $2 billion in ending ARR, showing that customers are adopting a broader set of CrowdStrike products.
Customer wins also highlight the platform's momentum. During the first quarter, a major fuel retailer selected CrowdStrike to replace a legacy SIEM platform with a next-generation endpoint detection and response solution and software from a network security vendor. This 8-figure new logo win demonstrates how CrowdStrike is using Next-Gen SIEM to consolidate multiple security products onto a single platform.
Artificial intelligence is also supporting adoption. CrowdStrike has integrated Charlotte AI into its SIEM offering to automate alert triage, investigations and threat analysis. The company believes these capabilities can help security teams handle growing volumes of security data while reducing manual effort.
CrowdStrike is also benefiting from a cost advantage. Management noted that customers are ingesting more data into its SIEM platform because they are no longer constrained by the pricing models of legacy vendors. As organizations generate more security data and modernize their security operations centers, Next-Gen SIEM could remain an important growth driver for CrowdStrike.
The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 47.7% in the year-to-date period compared with the Zacks Security industry’s return of 41.8%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 27.49, significantly higher than the industry’s average of 15.56. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.2% and 26.7%, respectively. The estimates for fiscal 2027 and 2028 have both been revised upward by 8 cents and 9 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CrowdStrike ranks highest of all vendors in Current Offering category; receives highest possible score in innovation and community criteria
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in The Forrester Wave™: Extended Detection and Response Platforms, Q2 20261 report. CrowdStrike ranked highest of any vendor evaluated in the Current Offering category and received the highest possible scores across the Strategy criteria of Innovation and Community.
The Agentic SOC Stops AI-Accelerated Adversaries
Today's AI-enabled adversary moves across domains in seconds, exploiting stolen identities and fragmented tools that leave analysts stuck in swivel-chair alert triage. Legacy security models can not keep pace. CrowdStrike is leading the evolution of security operations. The company’s single-sensor, unified platform architecture delivers the foundation for the agentic SOC, elevating analysts from alert chasers to orchestrators of intelligent agents that stop breaches with machine speed and precision across the enterprise.
In CrowdStrike’s vendor profile in the report, Forrester states "Its AI agents are a clear differentiator, as they enhance the analyst experience. The product has built a strong approach to testing and validation to ensure its AI outputs are accurate."
Recent acquisitions including SGNL for risk-aware, continuous identity security and Seraphic for browser runtime security extend the platform's reach and unified security model across every surface where work happens and risk lives. The Forrester report noted that "customers speak highly of CrowdStrike's acquisition strategy and ability to integrate acquisitions into a true platform."
Securing AI Where It Executes
Enterprise AI adoption is creating the largest security demand driver since the move to the cloud, and AI executes on the endpoint. Forrester recognized how CrowdStrike's "strongest features come from its native detection surface coverage, especially on the endpoint."
As the pioneer of EDR, CrowdStrike is establishing AI Detection and Response (AIDR) as the defining security category of the AI era. CrowdStrike’s AIDR business has gone from zero to 250 percent sequential ARR growth in under two quarters – securing AI across every surface that it operates: data, models, prompts, agents, identities, infrastructure, and the interaction layer where they converge.
"AI has changed how adversaries operate. CrowdStrike has changed how defenders respond,” said Elia Zaitsev, chief technology officer, CrowdStrike. “CrowdStrike committed to one sensor, one console, one platform from day one, and that architectural advantage is why we can deliver the agentic SOC today and own AIDR, the defining security category of tomorrow. For us, Forrester's recognition reflects what that foundation makes possible."
To learn more about CrowdStrike’s recognition in The Forrester Wave™: Extended Detection and Response Platforms, Q2 2026 report, visit here.
Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. This report is part of a broader collection of Forrester resources, including interactive models, frameworks, tools, data, and access to analyst guidance. For more information, read about Forrester’s objectivity here.
About CrowdStrike
CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data.
Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities.
Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity, and immediate time-to-value.
CrowdStrike: We stop breaches.
Learn more: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in The Forrester Wave™: Extended Detection and Response Platforms, Q2 20261 report. CrowdStrike ranked highest of any vendor evaluated in the Current Offering category and received the highest possible scores across the Strategy criteria of Innovation and Community.
The Agentic SOC Stops AI-Accelerated Adversaries
Today's AI-enabled adversary moves across domains in seconds, exploiting stolen identities and fragmented tools that leave analysts stuck in swivel-chair alert triage. Legacy security models can not keep pace. CrowdStrike is leading the evolution of security operations. The company’s single-sensor, unified platform architecture delivers the foundation for the agentic SOC, elevating analysts from alert chasers to orchestrators of intelligent agents that stop breaches with machine speed and precision across the enterprise.
In CrowdStrike’s vendor profile in the report, Forrester states "Its AI agents are a clear differentiator, as they enhance the analyst experience. The product has built a strong approach to testing and validation to ensure its AI outputs are accurate."
Recent acquisitions including SGNL for risk-aware, continuous identity security and Seraphic for browser runtime security extend the platform's reach and unified security model across every surface where work happens and risk lives. The Forrester report noted that "customers speak highly of CrowdStrike's acquisition strategy and ability to integrate acquisitions into a true platform."
Securing AI Where It Executes
Enterprise AI adoption is creating the largest security demand driver since the move to the cloud, and AI executes on the endpoint. Forrester recognized how CrowdStrike's "strongest features come from its native detection surface coverage, especially on the endpoint."
As the pioneer of EDR, CrowdStrike is establishing AI Detection and Response (AIDR) as the defining security category of the AI era. CrowdStrike’s AIDR business has gone from zero to 250 percent sequential ARR growth in under two quarters – securing AI across every surface that it operates: data, models, prompts, agents, identities, infrastructure, and the interaction layer where they converge.
"AI has changed how adversaries operate. CrowdStrike has changed how defenders respond,” said Elia Zaitsev, chief technology officer, CrowdStrike. “CrowdStrike committed to one sensor, one console, one platform from day one, and that architectural advantage is why we can deliver the agentic SOC today and own AIDR, the defining security category of tomorrow. For us, Forrester's recognition reflects what that foundation makes possible."
To learn more about CrowdStrike’s recognition in The Forrester Wave™: Extended Detection and Response Platforms, Q2 2026 report, visit here.
Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. This report is part of a broader collection of Forrester resources, including interactive models, frameworks, tools, data, and access to analyst guidance. For more information, read about Forrester’s objectivity here.
About CrowdStrike
CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data.
Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities.
Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity, and immediate time-to-value.
CrowdStrike: We stop breaches.
Learn more: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
Integration with Viasat Ads unlocks premium in-flight advertising inventory through automated, data-driven buying June 17, 2026 03:00 ET | Source: Magnite, Inc.
LONDON, June 17, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, today announced a partnership with Viasat Aviation, the in-flight connectivity leader behind Viasat Ads. This collaboration brings programmatic advertising to in-flight Wi-Fi and entertainment, giving brands and ad buyers scaled access to highly engaged audiences in the sky. Built on Viasat Ads, this collaboration unlocks one of the last major offline environments as premium, addressable inventory.
Viasat powers in-flight connectivity and digital entertainment services across passenger devices and onboard platforms. Its technology is used by over 60 airlines on over 4,000 aircraft worldwide. Viasat Ads delivers premium advertising experiences at scale by offering inventory across multiple airlines, monetising airlines’ in-flight media with dynamic ad targeting by route, destination, and events.
Magnite’s programmatic infrastructure will allow advertisers working with Viasat Ads to seamlessly reach millions of travelers across Viasat’s in-flight ecosystem, including seat-back entertainment screens and personal devices accessed via onboard Wi-Fi with a streamlined user experience, enabling consistent ad formatting, reliable measurement, and premium visibility in a brand-safe and high-attention environment.
“As brands increasingly seek high-quality environments that deliver both scale and attention, in-flight screens and personal devices are emerging as some of the most valuable untapped digital advertising environments,” said Leon Siotis, SVP, Business Development, International, Magnite. “With millions of highly engaged travelers spending extended periods of uninterrupted time in the air, brands now have a unique opportunity to connect with audiences in a premium, immersive setting that few other channels can replicate.”
Ragu Kamakshisundaram, Viasat’s Vice President, Media and Monetization, added: “With this launch of programmatic advertising in the sky, we are bringing in-flight media to the real-time world of ad buying. Instead of long planning cycles to integrate advertisements into airline content management systems, advertisers can now reach the flying traveler instantly. By combining our leading brand-safe in-flight advertising platform with Magnite’s programmatic expertise, we are creating new opportunities for brands and airlines to connect with passengers in the air.”
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.
About Viasat Ads
Viasat Ads leverages Viasat’s global in-flight connectivity network to deliver premium advertising experiences at scale. With access to over 250 million passengers annually across leading global airlines, Viasat Ads enables brands to reach travelers en route to 400+ destinations. With immersive ad formats, real-time delivery, and route-based targeting, advertisers can connect with a verified, human audience, when passengers are most engaged.
Marathon Digital Holdings, Inc. (MARA - Free Report) closed at $14.42 in the latest trading session, marking a -1.5% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 0.57%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.
Coming into today, shares of the company had gained 20.2% in the past month. In that same time, the Finance sector gained 4.57%, while the S&P 500 gained 2.14%.
Market participants will be closely following the financial results of Marathon Digital Holdings, Inc. in its upcoming release. The company is predicted to post an EPS of -$0.44, indicating a 45.68% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $203.96 million, reflecting a 14.48% fall from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates project earnings of -$1.67 per share and a revenue of $822.82 million, demonstrating changes of +54.74% and -9.29%, respectively, from the preceding year.
It is also important to note the recent changes to analyst estimates for Marathon Digital Holdings, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. As of now, Marathon Digital Holdings, Inc. holds a Zacks Rank of #3 (Hold).
The Financial - Miscellaneous Services industry is part of the Finance sector. At present, this industry carries a Zacks Industry Rank of 149, placing it within the bottom 39% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Investors in Chinese electric vehicle (EV) maker Nio (NIO 3.65%) have a right to be skeptical of the company. Over the last five years, the stock has lost 87.5% of its value, and it is now trading at less than $6 a share.
That said, the company has aggressively retooled its growth strategy and is now boasting new models, record deliveries, and solid revenue growth.
But is it enough? Can this longtime underperformer finally break out of its slump and challenge rival BYD for dominance?
Image source: The Motley Fool.
Where the market is The Chinese EV market seems to have shifted sharply toward lower-priced cars while still embracing SUVs. So it's no surprise that Nio's latest offering, from its budget sub-brand Onvo, is for a value-priced five-seat SUV.
The Onvo L80, which is currently available only for preorder in China, boasts a starting price of 245,800 renminbi (about $36,000). That price looks very much like a specific attempt to undercut rival Tesla (TSLA 1.55%), whose Model Y five-seat electric SUV has a starting price of 263,500 renminbi (about $38,400) and is still the most popular EV in China.
Onvo's two earlier vehicles include the L90 three-row SUV, released in 2025, and its budget-priced L60 crossover SUV, which debuted in 2024 at a cost of just 149,900 renminbi (about $21,000). The L80 and L90 share most of the same components, which undoubtedly helps the company keep production costs low. The company is also setting up new subsidiaries focused on integrated circuit manufacturing.
The company isn't ignoring the premium market, having debuted its Nio ES9 six-seater premium SUV on May 27. Nio claims it's the largest vehicle of its kind in China, with a range of up to 385 miles. But a new vehicle lineup isn't worth much if those vehicles aren't selling. Luckily for Nio, they are.
Image source: Getty Images.
Nio's sales are skyrocketing Nio announced 37,705 deliveries in May, up 62.3% year over year, a sharp uptick from April's 29,356 vehicle deliveries, which represented year-over-year growth of just 22.8%. That growth comes despite slumping domestic auto sales in China overall.
The new vehicle lineup has powered a return to revenue growth for the automaker. Between Jan. 1, 2020, and Jan. 1, 2023, trailing-12-month sales increased by an impressive 544.1%. But then growth dropped to an anemic 29.4% between Jan. 1, 2023, and June 1, 2025 (about a year ago). Since then, revenue growth has been back in high gear, with first-quarter revenue surging 122% year over year.
But generating revenue has never seemed to be a problem for Nio. Converting that revenue into profits, on the other hand, has been harder. Nio finally managed to eke out a tiny quarterly profit of $17.1 million in Q4 2025 before sliding back into a net loss of $71.8 million in Q1. The good news is that margin compression isn't to blame. In fact, Nio's Q1 margins of 18.8% were a noticeable improvement from 2025's 10.2%.
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Of course, any company can have one good quarter. The question now is whether Nio can sustain its higher revenue and stronger margins over the long term despite fierce competition and China's sluggish auto market. Cost-conscious recent moves like standardizing its vehicle base and moving to in-house chipmaking should help. Investors who think it can succeed may want to consider buying shares of Nio at their current rock-bottom price.
Plug Power stock is holding steady today. Where are PLUG shares going? What Is Plug Power’s Latest Liquidity Catalyst?Plug disclosed the sale of a federal investment tax credit worth about $39.2 million tied to its St. Gabriel hydrogen liquefaction facility in Louisiana, aimed at boosting liquidity after another $30 million ITC transfer completed in January 2025 for its Woodbine, Georgia hydrogen project.
The liquidity push is landing as traders revisit the same setup that left shares flat near $2.80 premarket, with the market focused on whether these balance-sheet moves can keep momentum intact after Q1 revenue jumped 23% to $163 million.
PLUG Technical Analysis: Key Levels To WatchWith futures essentially flat, PLUG's pause reads more like "wait-and-see" trading as investors weigh balance-sheet moves against the company's recent revenue momentum, including $194 million in Q4 revenue versus $190 million estimates and a 23% jump to $163 million in Q1.
Technically, the stock is still fighting overhead supply: at $2.80 it's trading 19.5% below its 20-day SMA ($3.48) and 14.3% below its 50-day SMA ($3.27), which can make rebounds choppy until those levels are reclaimed. The longer-term trend looks steadier with shares 3.5% above the 100-day SMA ($2.71) and 9.7% above the 200-day SMA ($2.55).
Momentum is best framed through MACD right now: MACD is below its signal line and the histogram is negative, which suggests upside pressure is cooling unless buyers can push back above that baseline. MACD compares faster and slower trend lines and being below the signal line often means momentum is fading versus the prior upswing.
The moving-average structure still has longer-term positives, including the golden cross that formed in September 2025 (50-day SMA above the 200-day SMA), but the stock remains well below its $4.58 52-week high. That leaves bulls looking for a cleaner reclaim of mid-term averages to argue the next leg higher is developing rather than just a bounce.
Key Resistance: $3.22 — a nearby overhead area that lines up closely with the 50-day moving average zone Key Support: $2.53 — near the 200-day SMA, often treated as a longer-term "line in the sand" How Plug Power Builds Its Green Hydrogen EcosystemPlug Power is building an end-to-end green hydrogen ecosystem, from production, storage, and delivery to energy generation. The company's plan centers on building and operating green hydrogen highways across North America and Europe.
That strategy is capital-intensive, which is why liquidity actions like monetizing federal investment tax credits can matter to the stock—investors tend to focus on how Plug funds buildouts while trying to scale demand. Plug aims to deliver its hydrogen solutions directly and through joint venture partners into end markets like material handling, e-mobility, power generation, and industrial applications.
PLUG Stock Price Action During Tuesday’s PremarketPLUG Stock Price Activity: Plug Power shares were trading 0.71% lower at $2.78 during premarket session on Tuesday, according to Benzinga Pro data.
Image: Shutterstock
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Key Takeaways PLUG's Q1 2026 revenues rose 22% year over year, driven by electrolyzer sales and hydrogen fuel volumes.Plug Power's electrolyzer revenues surged about 345%, supported by growing GenEco PEM adoption.PLUG added major contracts, including 30 MW in the UK and a 275-MW FEED project in Canada. Plug Power Inc. (PLUG - Free Report) is gaining from strong demand for its electrolyzer product line, which continues to drive revenue growth. In the first quarter of 2026, the company reported revenues of $163.5 million, increasing 22% year over year, driven by robust electrolyzer sales and higher hydrogen fuel volumes. Revenues from the electrolyzer product line surged approximately 345% year over year during the quarter.
The strong performance reflects increasing adoption of Plug Power’s GenEco proton exchange membrane (PEM) electrolyzers across industrial and energy applications. The company currently has more than 320 megawatts (MW) of electrolyzer capacity deployed worldwide and an electrolyzer project pipeline exceeding $8 billion. With expertise in designing, manufacturing and deploying electrolyzer systems, Plug Power remains well-positioned to benefit from growing global demand for renewable fuels, green hydrogen and green ammonia solutions.
Also, the company continues to secure major contracts that strengthen its electrolyzer business. In May 2026, Plug Power won a contract to supply 30 MW of GenEco PEM electrolyzers for an industrial hydrogen production facility in Barrow-in-Furness, Cumbria. The project will utilize six 5-MW GenEco electrolyzers to produce green hydrogen for industrial applications.
Earlier, in April 2026, PLUG secured one of the largest electrolyzer opportunities in its history. The company was awarded the Front-End Engineering Design (FEED) contract by Hy2gen Canada for a 275-MW GenEco PEM electrolyzer system for the "Courant" decarbonized ammonium nitrate project. These contract wins are expected to support Plug Power's growth and strengthen its electrolyzer business in the quarters ahead.
Snapshot of Plug Power’s PeersAmong its major peers, Flux Power Holdings, Inc. (FLUX - Free Report) reported revenues of $6.6 million in the third quarter of fiscal 2026 (ended March 2026). Flux Power’s total revenues decreased 60.5% year over year in the same period, due to a decrease in demand for material handling. However, Flux Power continues to expand its portfolio of lithium-ion energy storage solutions.
In the first quarter of 2026, PLUG’s another peer, Bloom Energy Corporation’s (BE - Free Report) product revenues rose 208% year over year. Bloom Energy’s total revenues surged 130% year over year. The growth was fueled by robust demand for Bloom Energy’s solid oxide fuel cell systems and expanding adoption of hydrogen-capable solutions.
The Zacks Rundown for PLUGShares of Plug Power have surged 156.9% in a year compared with the industry’s growth of 107.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, Plug Power is trading at a forward price-to-earnings ratio of a negative 13.24X against the industry average of 39.23X. PLUG carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PLUG’s bottom line for 2026 has declined in the past 60 days.
Image Source: Zacks Investment Research
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.
Plug Power's (PLUG 3.21%) stock hit a 52-week high of $4.58 per share on Oct. 6, 2025. At the time, investors were impressed by the hydrogen company's accelerating sales growth and narrowing losses, and it looked like a bargain relative to its long-term growth potential.
But since then, Plug Power's stock has declined more than 40% amid fears of interest rate hikes, reduced clean energy subsidies, and the sluggish adoption of hydrogen technologies. However, I believe the pullback represents a good buying opportunity for bold investors.
Image source: Getty Images.
Why is Plug Power growing again? Plug Power sells hydrogen fuel cells, charging systems, electrolyzers, and storage systems. Amazon and Walmart, the company's two largest customers, both use those fuel cells in their hydrogen-powered forklifts.
Plug Power's number of deployed fuel cell systems rose from approximately 50,000 at the end of 2021 to more than 74,000 at the end of 2025. Most of that expansion occurred in 2022 and 2023, and it was amplified by its acquisitions of two cryogenic storage companies.
Metric
2022
2023
2024
2025
Revenue
$701 million
$891 million
$629 million
$710 million
Growth (YOY)
40%
27%
(29%)
13%
Operating Margin
(97%)
(151%)
(321%)
(207%)
Net Income (Loss)
($724 million)
($1.37 billion)
($2.10 billion)
($1.69 billion)
Data source: Plug Power. YOY = Year-over-year.
In 2024, Plug Power's growth stalled out as the macro headwinds drove many companies to suspend their expensive hydrogen charging projects. But in 2025, its revenue rose again as interest rates declined and it ramped up its production of green hydrogen.
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For 2026, analysts expect Plug's revenue to rise 15% to $813 million with a narrower net loss of $492 million. Its top-line growth should be driven by its recent 275 MW electrolyzer contract for Hy2gen's Courant green hydrogen project in Quebec, the U.S. Department of Energy's construction of six new green hydrogen facilities, the execution of its binding tax incentive agreement in Uzbekistan, and the broader market's growing interest in hydrogen power.
Plug Power will also ramp up first-party hydrogen production at its plants in Georgia, Tennessee, and Louisiana to reduce its dependence on expensive third-party fuel. It expects that transition, along with the other cost-cutting measures of its "Project Quantum Leap" plan, to drive its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) into positive territory for the first time by the fourth quarter of 2026.
Why is Plug Power's stock still reasonably valued?
By 2028, analysts expect Plug's revenue to reach $1.16 billion (an 18% CAGR from 2025) with its first full-year positive adjusted EBITDA of $39 million. The AI data center, industrial, transportation, and power generation markets should drive that growth.
According to Grand View Research, the green hydrogen market could expand at a 30.2% CAGR from 2026 to 2033. As the largest "pure play" hydrogen power company in the U.S., Plug is well-positioned to capitalize on the market's secular expansion.
With a market cap of $3.9 billion, Plug Power trades at 4.8 times its 2025 sales and 3.4 times its 2028 sales. Those price-to-sales ratios look reasonable relative to its growth potential, but its liquidity concerns and reliance on government subsidies are compressing its valuations.
Plug still had $802 million in cash, cash equivalents, and restricted cash at the end of the first quarter of 2026. Still, total liabilities were $1.59 billion, giving it a debt-to-equity ratio of 2.1. It's also more than doubled its share count over the past three years.
That pressure will continue until economies of scale kick in. However, Plug could be revalued as a growth stock once more investors recognize its role in powering the power-hungry cloud and AI markets with green energy. It will remain volatile in this choppy market, but it could generate multibagger gains over the next few years if it merely matches analysts' expectations.
Plug Power (PLUG - Free Report) ended the recent trading session at $2.71, demonstrating a -3.21% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.57%. At the same time, the Dow added 0.64%, and the tech-heavy Nasdaq lost 1.15%.
Shares of the alternative energy company witnessed a loss of 18.84% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 2.85%, and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Plug Power in its upcoming earnings disclosure. The company is expected to report EPS of -$0.08, up 50% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $173.03 million, indicating a 0.54% decline compared to the corresponding quarter of the prior year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$0.32 per share and revenue of $811.37 million. These totals would mark changes of +77.46% and +14.29%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for Plug Power. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Right now, Plug Power possesses a Zacks Rank of #2 (Buy).
The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 61, positioning it in the top 25% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Coupang, Inc. (CPNG - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned +9.1%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Internet - Commerce industry, which Coupang falls in, has lost 6.3%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Coupang is expected to post a loss of $0.14 per share for the current quarter, representing a year-over-year change of -800%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of -$0.17 points to a change of -241.7% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $0.4 indicates a change of +336.8% from what Coupang is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Coupang is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Coupang, the consensus sales estimate for the current quarter of $8.93 billion indicates a year-over-year change of +4.8%. For the current and next fiscal years, $37.75 billion and $42.7 billion estimates indicate +9.3% and +13.1% changes, respectively.
Last Reported Results and Surprise HistoryCoupang reported revenues of $8.5 billion in the last reported quarter, representing a year-over-year change of +7.5%. EPS of -$0.15 for the same period compares with $0.06 a year ago.
Compared to the Zacks Consensus Estimate of $8.57 billion, the reported revenues represent a surprise of -0.72%. The EPS surprise was +74.58%.
Over the last four quarters, Coupang surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Coupang is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Coupang. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Rep. Chip Roy, R-Texas, joins 'Mornings with Maria' to discuss President Donald Trump's push to tie the SAVE Act to FISA renewal and the Senate's struggle to advance key legislative priorities.
Key Takeaways DBI topped adjusted EPS estimates as gross margin rose 240 bps and adjusted operating income improved.Designer Brands saw retail stabilize while Brand Portfolio sales climbed 19.4% on key brand gains.DBI kept sales and EPS guidance but said 2026 earnings are trending toward the high end of its range. Designer Brands Inc. (DBI - Free Report) used its first-quarter 2026 call to press a forward message centered less on sales acceleration than on stronger margin structure, cleaner inventory and improving earnings power. Adjusted earnings topped the Zacks Consensus Estimate, while management pointed to a steadier start to the second quarter.
The key investor takeaway was that leadership now sees full-year 2026 earnings trending toward the high end of its prior range, even as tariffs and macro conditions remain active watchpoints.
Designer Brands Leans on Margin DisciplineChief executive officer Doug Howe said the quarter reflected structural changes across inventory management, pricing discipline, sourcing and channel profitability rather than a one-time mix benefit. Howe framed the profit improvement as evidence that the company’s reset over the last several quarters is taking hold.
Adjusted earnings per share came in at 7 cents, ahead of the Zacks Consensus Estimate of 2 cents, a 250% surprise. Revenues rose to $696.4 million from $686.9 million and edged past the $695 million consensus by 0.2%.
Gross margin expanded 240 basis points to 45.3%, while adjusted operating income reached $19.4 million versus an adjusted operating loss of $1.1 million a year earlier. That margin-led setup was the clearest feature of the quarter.
DBI Finds Stability in Retail TrendsHowe described the Retail segment as stabilizing, with segment sales roughly flat and comparable sales down 1.2%. He said unfavorable weather, especially in Canada, pressured seasonal categories, but traffic improved and regular-price selling remained solid.
In the United States, management said DSW held footwear market share, citing Circana data. The company also called out strength in dress, affordable luxury and accessories, while sandals, casual and athletic categories were softer.
Howe tied those trends to a more targeted merchandising strategy. He said Designer Brands is focusing on the categories that matter most to customers while also planning store openings and remodels to support a more elevated in-store experience.
Designer Brands Gets Lift From Brand PortfolioThe Brand Portfolio segment again supplied the clearest growth engine. Segment sales increased 19.4%, with management highlighting Topo Athletic, Jessica Simpson and Keds as major contributors.
Howe said Topo grew 32%, Jessica Simpson rose 35% and Keds also advanced 35%. He emphasized expanded distribution, new product introductions and sharper inventory as drivers across the portfolio.
That translated into sharper profitability. Brand Portfolio operating income improved by $13.5 million year over year to $15.4 million, reinforcing management’s view that the segment can raise both growth and flexibility across the broader business.
DBI Keeps Guidance but Shifts Tone HigherChief financial officer Sheamus Toal said full-year sales expectations remain unchanged at down 1% to up 1%, with earnings per share still guided to 28 cents to 38 cents. What changed was management’s tone, with earnings now expected to trend toward the high end of that range.
For the second quarter, Toal said total sales should be flat to slightly up as weather normalizes. He added that results improved sequentially through May after a weak start tied to seasonal demand disruption.
Management kept a cautious stance on tariffs. Toal said guidance excludes potential tariff impacts and assumes that any refunds could be offset by new Section 301 exposure, especially with national brand partners facing their own cost pressures.
Designer Brands Adds Clarity in Q&AA UBS analyst pressed management on how second-quarter trends break between retail and brands, and on the remaining runway for gross margin gains. Howe responded that retail should be flat to slightly positive, while the brand business should post another strong increase.
On margin, Howe said roughly 65% of the retail improvement came from lower markdowns and 35% from improved initial markups. He also pointed to tighter promotions, digital shipping threshold changes and better inventory control.
Toal added that margin gains should continue in the first half, but comparisons get harder later in the year. He also told UBS to expect a full-year tax rate in the low 40s and share count near 58 million.
DBI Leaves Investors With a Tighter StoryThe tone exiting the call was more disciplined than promotional. Howe repeatedly returned to profitable growth, sharper execution and a stronger business foundation rather than calling for a broad demand rebound.
Inventory ended the quarter down 6% year over year, cash rose to $50.1 million and debt fell to $475.3 million from $522.9 million. Those balance-sheet details supported management’s case that the model is getting cleaner as 2026 unfolds.
Zacks Signals Point to Favorable SetupDBI carries a Zacks Rank #2 (Buy), which signals favorable earnings estimate revision trends over the near term. The stock also has Value, Momentum and VGM Scores of A, with a Growth Score of B, a combination that Zacks views as supportive when paired with a top-tier rank. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Under the Zacks framework, A and B Style Scores indicate stronger expected performance characteristics and a VGM Score of A points to an attractive blend of value, growth and momentum factors. Even so, the Zacks Rank can change as analysts update estimates after the just-reported results.
As of June 16, 2026, three stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Here's the latest list of major overbought players in this sector.
Corecivic Inc (NYSE:CXW)Hurco Companies Inc (NASDAQ:HURC)Geo Group Inc (NYSE:GEO)Learn more about BZ Edge Rankings—click to see scores for other stocks in the sector and see how they compare.
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NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Biogen Inc. (“Biogen” or the “Company”) (NASDAQ: BIIB). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Biogen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 14, 2026, Biogen issued a press release announcing “topline results from the Phase 2 CELIA study evaluating diranersen (BIIB080), an investigational antisense oligonucleotide (ASO) therapy targeting tau, in individuals with early Alzheimer’s disease.” Although Biogen described the results as “compelling,” the study missed its primary dose-response endpoint.
On this news, Biogen’s stock price fell $13.16 per share, or 6.43%, to close at $191.37 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
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On June 16, 2026, Root Inc ROOT shares rose 4.2% today, with the stock currently priced at $57.17. Over the past year, ROOT has experienced significant volatility, with a 52-week high of $143.04 and a low of $40.91.
GF Value™ verdict: Current price is $57.17, which is 35.4% below the GF Value™ estimate of $88.48. GF Score™: 73/100, indicating an above-average stock. Most notable signal: Insiders sold $0.8M in the last 3 months, with no buying activity. Is ROOT Overvalued or Undervalued? The current price of Root Inc ROOT at $57.17 is significantly lower than the GF Value™ estimate of $88.48, suggesting that the stock is undervalued by approximately 35.4%. This margin of safety indicates a potential opportunity for investors, as the GF Valuation label categorizes ROOT as significantly undervalued. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation presents an opportunity, it is essential to consider potential risks associated with the stock. The YTD performance is down 20.9%, and the 1-year performance shows a steep decline of 60.7%. These figures may indicate underlying issues that could affect future performance, stressing the importance of due diligence.
How Does ROOT's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 17.1x 24.7x Forward P/E 22.1x N/A Currently, ROOT's P/E (TTM) of 17.1x is significantly below its 5-year median P/E of 24.7x, indicating that the stock is trading at a lower valuation compared to its historical performance. The forward P/E of 22.1x suggests expectations of improvement in earnings, yet the current P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that ROOT is undervalued.
What Does ROOT's GF Score™ Tell Us? Metric Rating GF Score™ 73/100 Financial Strength 6/10 Profitability 4/10 Growth 8/10 Valuation 4/10 Momentum 5/10 The GF Score™ of 73/100 suggests that Root Inc ROOT has a favorable overall rating, with notable strengths in growth (8/10) and financial strength (6/10). However, the stock exhibits weaknesses in profitability (4/10) and valuation (4/10). This combination indicates potential for growth, but also highlights some concerns regarding its profitability and current valuation metrics.
What Are Insiders Doing with ROOT Stock? In the last three months, insiders have sold $0.8 million worth of ROOT stock, with no reported buying activity. This pattern of selling could indicate a lack of confidence among insiders regarding the stock's short-term prospects. The absence of insider buying further emphasizes caution, as it suggests that those with inside knowledge of the company are not currently optimistic about the stock's performance.
What This Means for Investors Based on the current analysis, Root Inc ROOT is considered undervalued according to the GF Value™ estimate. However, potential investors should take into account the recent insider selling and the stock's performance trends before making any decisions.
For the complete analysis, visit the Root Inc ROOT stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is ROOT's GF Score™?
ROOT has a GF Score™ of 73/100, indicating it is an above-average stock with potential for higher long-term returns based on key factors.
Is ROOT overvalued or undervalued?
ROOT is undervalued, with a current price of $57.17 compared to a GF Value™ estimate of $88.48, suggesting a significant upside potential.
What is ROOT's P/E ratio?
ROOT has a P/E (TTM) ratio of 17.1x, which is 31% below its 5-year median P/E of 24.7x, further supporting the conclusion that the stock is undervalued.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Affirm Holdings (AFRM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this operator of digital commerce platform have returned +11.6% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Internet - Software industry, to which Affirm Holdings belongs, has gained 2.7% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Affirm Holdings is expected to post earnings of $0.36 per share, indicating a change of +80% from the year-ago quarter. The Zacks Consensus Estimate has changed +9.2% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $1.25 points to a change of +733.3% from the prior year. Over the last 30 days, this estimate has changed +4.7%.
For the next fiscal year, the consensus earnings estimate of $1.69 indicates a change of +35.6% from what Affirm Holdings is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Affirm Holdings is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Affirm Holdings, the consensus sales estimate of $1.1 billion for the current quarter points to a year-over-year change of +26%. The $4.21 billion and $5.33 billion estimates for the current and next fiscal years indicate changes of +30.6% and +26.5%, respectively.
Last Reported Results and Surprise HistoryAffirm Holdings reported revenues of $1.04 billion in the last reported quarter, representing a year-over-year change of +32.6%. EPS of $0.3 for the same period compares with $0.01 a year ago.
Compared to the Zacks Consensus Estimate of $997.92 million, the reported revenues represent a surprise of +4.09%. The EPS surprise was +76.47%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Affirm Holdings is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Affirm Holdings. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Affirm Holdings (AFRM - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, AFRM broke through the 20-day moving average, which suggests a short-term bullish trend.
The 20-day simple moving average is a popular trading tool. It provides a look back at a stock's price over a 20-day period, and is beneficial to short-term traders since it smooths out price fluctuations and provides more trend reversal signals than longer-term moving averages.
The 20-day moving average can show signals that are similar to other SMAs as well. If a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.
Over the past four weeks, AFRM has gained 11.6%. The company is currently ranked a Zacks Rank #3 (Hold), another strong indication the stock could move even higher.
The bullish case only gets stronger once investors take into account AFRM's positive earnings estimate revisions. There have been 10 revisions higher for the current fiscal year compared to none lower, and the consensus estimate has moved up as well.
Given this move in earnings estimate revisions and the positive technical factor, investors may want to keep their eye on AFRM for more gains in the near future.
Cites Board's Apparent Failure to Address Risks Stemming from Cloudflare's Services Being Used by Websites that Spread Graphic Violence, Extremism, and Foreign Terrorist Content
NEW YORK--(BUSINESS WIRE)--JLens, a Registered Investment Advisor that empowers investors to align their capital with Jewish values, today urged shareholders of Cloudflare, Inc. (NYSE: NET) (“Cloudflare” or “the Company”) to vote WITHHOLD on the election of two members of the Board of Directors at the Company’s annual meeting, which is scheduled for June 30, 2026.
JLens is recommending that shareholders vote WITHHOLD on the election of Directors Michelle Zatlyn, Cloudflare’s Co-Founder, President and Co-Chair of the Board, and Scott Sandell, the Company’s Lead Independent Director, who have served on the Board since 2009 and 2010, respectively. JLens is urging shareholders to vote WITHHOLD to send a message to the Board that the status quo regarding its extremist content moderation is unacceptable.
In a proxy memorandum published on June 10, 2026, JLens cites multiple oversight deficiencies by the Company’s Board of Directors, noting that the Board has, “failed to provide sufficient oversight of critical risks arising from Cloudflare’s facilitation of websites with content associated with violent extremism, terrorism and real-world harm.”
ADL Report Documents Cloudflare's Services to Extremist and Terrorist Websites
A recent report published by ADL (the Anti-Defamation League), Keeping the Lights On: How Cloudflare Sustains Violent Extremism, Graphic Violence and Terrorism Online, extensively documents Cloudflare’s record of providing critical web services to high-threat sites that peddle violent extremism and terrorism, raising disturbing questions about the effectiveness of the Company’s content policies and their proper enforcement. More specifically, the ADL report found that Cloudflare currently serves as an infrastructure provider to:
Gore forums like WatchPeopleDie, whose users have been tied to at least six violent attacks worldwide that have killed 12 people and injured scores more in just over two years (see “From Gore to Hate: How “WatchPeopleDie” Serves as a Gateway to Extremism” article for additional background) Sites dedicated to violent extremism and white supremacist accelerationism that venerate mass killers and collectively reach thousands of people Propaganda outlets for ISIS, a U.S.-designated foreign terrorist organization that has killed thousands in global terror attacks Across these disparate platforms, antisemitic rhetoric is a recurring theme according to the ADL report, ranging from the tropes and memes of extremist subcultures to explicit calls for violence against Jews found in terrorist propaganda. Cloudflare allows these spaces to maintain their online presence through a broad suite of services, including its widely used Content Delivery Network (CDN), which speeds up website load times by routing visitor traffic to the closest global caching server.
“Cloudflare is actively sustaining the digital infrastructure of gore forums linked to deadly attacks, sites that glorify mass killers, and ISIS propaganda networks,” said Ari Hoffnung, Managing Director of JLens. “While industry peers take action to prohibit content that incites violence and terrorism, Cloudflare hides behind the fiction of neutrality, calling itself a ‘pass-through’ utility to avoid accountability for the hate it keeps online. We’re calling on Cloudflare to implement proactive moderation, because the threats enabled by its platforms are not hypothetical. They are lethal, and we believe they expose the Company and its shareholders to unnecessary risk.”
JLens Opposes Board Nominees for the First Time
While JLens has frequently taken positions opposing proxy proposals that are inconsistent with Jewish values, this is the first time it is urging shareholders to vote against corporate Board members.
Mr. Hoffnung noted, “Due to the severity of this issue, we are taking the exceptional step of urging our fellow shareholders to vote WITHHOLD on two key Board members. Despite the Company’s co-founders controlling a majority of the voting power and, thereby, the election of directors, we believe it is essential that independent shareholders send a clear message to Cloudflare’s Board and senior leadership against dangerous content.”
Industry Peers Prohibit Content That Cloudflare Permits
JLens noted that Cloudflare’s unwillingness to establish clear, proactive boundaries contrasts with competitors that impose more robust guardrails against extremism and terrorism. Some of Cloudflare's competitors, for example, prohibit customers from using their services to “threaten, incite, promote, or actively encourage violence, terrorism, or other serious harm.”
In order to demonstrate its commitment to the standards exhibited by its peers, JLens is calling on the Board to adopt the following five reforms, which are already common among infrastructure peers and increasingly expected by regulators in the United States, the European Union, and the United Kingdom:
Adopt and enforce an acceptable-use policy prohibiting use of service for websites and/or content dedicated to graphic violence, violent extremism, and terrorism, consistent with Amazon Web Services and other peers; Commission and disclose an independent review of sanctions-screening controls; Expand transparency reporting to include all abuse reports for "pass-through" services; Establish a standing Board-level review of high-threat-customer exposure; and Disclose how trust-and-safety, sanctions-compliance, and abuse-response functions will be resourced after the May 2026 workforce reduction, with continued Board-level oversight under the Company’s stated shift to an “agentic AI-first operating model.” Mr. Hoffnung added, "We believe the Cloudflare Board's inaction on this issue puts shareholder value at risk. We are asking the Board to adopt the governance reforms that peers already have in place: an acceptable-use policy prohibiting service to websites dedicated to graphic violence, violent extremism or terrorism, independent review of sanctions controls, expanded transparency reporting, and standing Board-level oversight of high-threat-customer exposure."
About JLens
Founded in 2012, JLens is a 501(c)(3) nonprofit and Registered Investment Advisor that empowers investors to align their capital with Jewish values and advocates for Jewish communal priorities in the corporate arena. The JLens Jewish Investor Network brings together over 40 Jewish institutions holding $15 billion in communal assets. JLens serves as sub-adviser to the JLens 500 Jewish Advocacy U.S. ETF (NYSE: TOV) and has data licensing agreements with select advisers for use in separately managed accounts (SMAs). Over $400 million is invested across the ETF and SMAs (as of 3/31/2026). In 2022, JLens established an affiliation with ADL (the Anti-Defamation League), the leading anti-hate organization in the world. More at www.jlensnetwork.org.
PLEASE NOTE: THIS IS NOT A PROXY SOLICITATION AND NO PROXY CARDS WILL BE ACCEPTED. JLens is not asking for your proxy card and cannot accept your proxy card. Please DO NOT send us your proxy card.
LAKE MARY, Fla., June 16, 2026 (GLOBE NEWSWIRE) -- Spur Intelligence today announced new capabilities within Monocle Session Enrichment, enabling organizations of all sizes and maturity levels to gain new user session insights and accelerate their defensive efforts against growing anonymization threats.
As attackers increasingly rely on VPNs, residential proxies, mobile proxies, and other forms of traffic obfuscation, organizations need clearer ways to understand who is truly interacting with their applications and services. Recent Spur research found that only 30% of organizations fully understand the risks posed by anonymized IP activity, highlighting a significant visibility gap. The latest Monocle enhancements enable customers to move from visibility to action faster, adding granular service attribution and behavioral indicators that improve rules for smarter edge enforcement.
“Organizations know anonymized traffic is a growing challenge, but many still struggle to operationalize that intelligence,” said Alastair Parr, CTO of Spur. “These updates ensure that customers can implement inline enforcement in minutes, gain deeper visibility into user behavior, and quickly translate those insights into policy decisions that reduce risk.”
New Monocle Capabilities Help Teams Move From Visibility to Enforcement Faster
Designed to help organizations get more value from session enrichment, these enhancements make deployment faster, improve operational visibility, and provide greater control over how traffic intelligence is used across security, fraud, and trust workflows.
New capabilities include the following:
No-Code Cloudflare Integration Enables Inline Traffic Enforcement
Monocle now integrates directly with Cloudflare through a no-code deployment process that requires no engineering resources. Organizations can deploy Monocle inline with application traffic, configure where assessments are applied, and use policy decisions to allow or block requests in real time. A new monitor-only option also enables teams to evaluate traffic and refine policies before implementing enforcement actions. The Spur-Cloudflare integration makes inline traffic enforcement accessible without complex implementation, delivering value and a quick return on investment.
Advanced Analytics Improves Visibility Into User Sessions and Trends
New analytics capabilities deliver deeper visibility into user sessions, traffic composition, anonymous traffic types, policy decisions, geographic trends, and behavioral patterns. The centralized Explorer experience helps teams investigate activity, validate policies, and better interpret behavior and understand the impact of session enrichment across their environments.
Policy Builder Enables Granular Traffic Enforcement
New policy block strategies and configuration options enable organizations to auto-configure or customize traffic rules, including by traffic type, geography, or service. With this enhancement, security and fraud teams gain greater control over user sessions.
Streamlined Onboarding Ensures Faster Time to Value
A new guided onboarding workflow accelerates implementation with step-by-step setup instructions and documentation tailored to each deployment. Starting from the Platform home page, customers can activate Monocle faster, reduce onboarding friction, and begin generating actionable traffic insights sooner.
Helping Organizations Stay Ahead of Evolving Threats
As anonymization infrastructure becomes more accessible and attackers continue to find new ways to conceal their activity, organizations need solutions that are both powerful and practical to deploy.
With these latest enhancements, Spur makes session enrichment more accessible by eliminating implementation barriers, simplifying operational workflows, and delivering deeper insight into user behavior. The result is a faster path from traffic visibility to confident decision-making.
To learn more about Monocle and experience session enrichment firsthand, sign up for a free account at Spur Intelligence or visit the blog.
About Spur Intelligence
Spur delivers the highest-fidelity IP intelligence available to detect anonymized, proxied, or otherwise obscured internet traffic, empowering you to stop fraud, fake users, and threats. Designed by expert security researchers and engineers, Spur elevated VPN attribution, bot detection, and residential proxy tracking to protect the most mission-critical government and commercial systems in the world.
Media Contact:
Jennifer Tanner
Look Left Marketing [email protected]
Frequently Asked Questions
What is session enrichment?
Session enrichment is the process of adding contextual intelligence to user sessions, helping organizations better understand who is interacting with their applications and services. By enriching sessions with infrastructure and IP intelligence, organizations can identify anonymized traffic, detect suspicious behavior, and make more informed security, fraud, and trust decisions.
Why is visibility into anonymized traffic important?
Attackers increasingly use anonymization services to conceal their identity, bypass controls, and blend in with legitimate users. Without visibility into these traffic sources, organizations may struggle to detect fraud, account abuse, bot activity, credential attacks, and other threats. Session enrichment provides the context needed to better understand user behavior and respond with greater confidence.
How does Monocle Session Enrichment help identify anonymized traffic?
Monocle analyzes user sessions using Spur’s IP intelligence to identify traffic originating from VPNs, residential proxies, mobile proxies, hosting providers, and other forms of traffic obfuscation. This additional context helps organizations distinguish legitimate users from potentially risky or deceptive activity.
How does the Monocle Cloudflare integration work?
The Monocle Cloudflare integration enables organizations to deploy session enrichment inline with application traffic through a no-code setup process. Once configured, Monocle can assess requests in real time and support policy-based decisions to allow, monitor, or block traffic based on customer-defined criteria.
What are the benefits of combining Cloudflare with IP intelligence?
Cloudflare helps organizations protect and manage internet-facing applications, while IP intelligence provides critical context about the source and characteristics of incoming traffic. By combining Cloudflare with Spur’s IP intelligence through Monocle Session Enrichment, organizations can gain deeper visibility into anonymized and high-risk traffic and apply policy decisions in real time. This enables security, fraud, and trust teams to more effectively detect suspicious activity, reduce abuse, and improve decision-making without adding operational complexity.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/986b50cf-1bf6-4fad-ae9d-fcabf51490c9
Spur Enhances Monocle Session Enrichment with No-Code Cloudflare Integration to Accelerate Inline Tr... The latest Monocle enhancements enable customers to move from visibility to action faster, adding gr...
Cloudflare (NET - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this web security and content delivery company have returned +16.8%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Internet - Software industry, which Cloudflare falls in, has gained 2.7%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Cloudflare is expected to post earnings of $0.27 per share for the current quarter, representing a year-over-year change of +28.6%. Over the last 30 days, the Zacks Consensus Estimate has changed +37.1%.
The consensus earnings estimate of $1.2 for the current fiscal year indicates a year-over-year change of +29%. This estimate has changed +375% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $1.62 indicates a change of +35.3% from what Cloudflare is expected to report a year ago. Over the past month, the estimate has changed +6.6%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Cloudflare is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Cloudflare, the consensus sales estimate of $665.42 million for the current quarter points to a year-over-year change of +29.9%. The $2.81 billion and $3.59 billion estimates for the current and next fiscal years indicate changes of +29.7% and +27.8%, respectively.
Last Reported Results and Surprise HistoryCloudflare reported revenues of $639.76 million in the last reported quarter, representing a year-over-year change of +33.5%. EPS of $0.25 for the same period compares with $0.16 a year ago.
Compared to the Zacks Consensus Estimate of $621.91 million, the reported revenues represent a surprise of +2.87%. The EPS surprise was +8.7%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Cloudflare is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Cloudflare. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Shares of CoreWeave (NASDAQ:CRWV) are up 10% in midday trading on Tuesday, with CoreWeave stock changing hands near $117. The move stands out sharply against the rest of the AI cloud group, which is slightly lower on the session.
For context, Cloudflare (NYSE:NET | NET Price Prediction) stock is down 2%, and Snowflake (NYSE:SNOW) stock is down 1%. So yes, on today’s scoreboard, CoreWeave stock is decisively outperforming its AI cloud peers.
The reason behind CoreWeave stock’s jump is clear: index mechanics. The catalyst evidently comes from a structural index change rather than a fundamental development.
NASDAQ 100 Inclusion Fuels the Bid The catalyst behind today’s surge in CoreWeave stock is the company’s official inclusion in the NASDAQ 100 index. Index inclusion mandates passive buying from funds that track the benchmark, creating forced demand independent of fundamentals.
That mechanical bid is layering on top of what’s already a story stock. CoreWeave reported Q1 2026 revenue of $2.08 billion, up 112% year over year, with a revenue backlog of $99.4 billion that includes a $21 billion Meta Platforms commitment. CEO Michael Intrator called it “the strongest bookings quarter in CoreWeave’s history.”
Reddit chatter around CoreWeave stock has also been steadily bullish, with sentiment scores in the 65 to 72 range across the past week. This reflects retail enthusiasm around the inclusion event.
Cloudflare and Snowflake: No Catalyst, No Bid The divergence is straightforward. Cloudflare and Snowflake have no company-specific news today, and both are drifting modestly lower in a market that’s rotating toward the AI infrastructure pure-play.
Cloudflare’s fundamentals remain solid. The company’s Q1 2026 revenue came in at $639.75 million, up 34% year over year, and CEO Matthew Prince described AI as “the biggest tailwind we’ve ever seen in Cloudflare’s history.” Cloudflare stock is still up 18% year to date.
Snowflake’s last quarterly print was also strong, with Q1 FY2027 revenue of $1.39 billion, up 34% year over year, and a raised FY2027 product revenue guide to $5.84 billion. Snowflake stock is up 9% year to date. Neither name simply has a fresh trigger today.
The Scoreboard Year to Date Stepping back from the single session, CoreWeave stock is up 64% year to date, well ahead of both peers. The pure-play GPU cloud thesis is clearly winning the AI-infrastructure trade in 2026 so far.
That said, a one-day pop driven by index-inclusion mechanics is not the same as a durable thesis shift. CoreWeave is a relatively newly public, volatile name. The same Q1 print that showed triple-digit growth also revealed a net loss of $740 million and capital expenditures of $7.7 billion in a single quarter.
Analyst consensus on CoreWeave stock currently sits at a $140.18 target with 22 buy, 11 hold, and 2 sell ratings. So there’s still room above current levels, but the path will likely be choppy.
What to Watch Next Investors can watch for whether passive flows continue to support CoreWeave stock through the official rebalance window, and whether the gains hold into the close. Index inclusion typically creates a short burst of demand, and the question is what happens once that mechanical bid fades.
For Cloudflare and Snowflake, the next real catalysts are likely to be their respective Q2 prints. Until then, expect both to trade with the broader cloud sector rather than on company-specific news. Investors holding the group can keep their position sizes modest, since AI-infrastructure names like CoreWeave stock can move quickly in either direction.
Cloudflare (NET - Free Report) ended the recent trading session at $230.97, demonstrating a -2.01% change from the preceding day's closing price. This change lagged the S&P 500's 0.57% loss on the day. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.
Shares of the web security and content delivery company have appreciated by 16.83% over the course of the past month, outperforming the Computer and Technology sector's gain of 2.85%, and the S&P 500's gain of 2.14%.
The investment community will be closely monitoring the performance of Cloudflare in its forthcoming earnings report. The company's earnings per share (EPS) are projected to be $0.27, reflecting a 28.57% increase from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $665.42 million, reflecting a 29.88% rise from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.2 per share and a revenue of $2.81 billion, signifying shifts of +29.03% and +29.72%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Cloudflare. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, there's been a 375% rise in the Zacks Consensus EPS estimate. Cloudflare is currently sporting a Zacks Rank of #2 (Buy).
With respect to valuation, Cloudflare is currently being traded at a Forward P/E ratio of 196.43. This indicates a premium in contrast to its industry's Forward P/E of 18.65.
Meanwhile, NET's PEG ratio is currently 4.55. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.05.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 93, placing it within the top 39% of over 250 industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
SUNNYVALE, Calif., June 16, 2026 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced the availability of FortiSOC, a unified, cloud-delivered security operations center (SOC) platform. FortiSOC brings together six security operations functions into a single Software-as-a-Service (SaaS) experience and embeds agentic AI to autonomously investigate and correlate alerts across assets and identities, then recommend or execute response actions under analyst oversight. Built on Fortinet’s proven security operations (SecOps) technologies, FortiSOC helps organizations simplify and scale modern operations through one console, one subscription, and one unified operating model.
“Security teams today are being challenged by faster attacks, growing investigation volume, and fragmented operations that simply don’t scale,” said Michael Xie Founder, President, and Chief Technology Officer at Fortinet. “FortiSOC gives organizations a simpler way to operationalize the SOC capabilities they need through a unified, cloud-delivered platform designed to support security teams of all sizes, from teams building foundational capabilities to enterprises scaling advanced SOC environments. With embedded AI, integrated workflows, and built-in best practices informed by Fortinet’s own global security operations center, FortiSOC delivers the power of an AI SOC to help customers eliminate complexity, automate threat detection and response, and stay a step ahead of attackers.”
One Unified Platform for Modern Security Operations
FortiSOC is designed to simplify how organizations operationalize security operations by unifying security information and event management (SIEM); security orchestration, automation, and response (SOAR); threat intelligence; and behavioral and identity threat detection (ITDR) into a single platform. With agentic AI and FortiGuard Labs threat intelligence, FortiSOC extends the SecOps innovations introduced at Fortinet Accelerate 2026 by integrating analytics, investigation, automation, and response workflows into a single cloud-delivered experience for modern environments. FortiSOC enables security teams to move from alert to investigation to response with reduced friction, fewer operational silos, and stronger cross-environment visibility.
Support for Every Stage of the SOC Journey
FortiSOC is designed to support organizations at every stage of SecOps adoption, from resource-constrained teams establishing foundational monitoring capabilities to highly sophisticated and advanced SOC teams requiring deeper automation, broader correlation, and AI-assisted investigation at scale.
Based on proven Fortinet technologies, FortiSOC extends this journey through a cloud-delivered approach that combines advanced cyber defense, essential network operations center (NOC) and IT visibility, and adaptable workflows that can expand with customer needs. Organizations can use it to establish a streamlined entry into SecOps, modernize legacy approaches, or scale large or mature environments without changing direction as requirements evolve.
FortiAI-Assist further differentiates FortiSOC by applying autonomous investigation, AI-generated playbooks, and Model Context Protocol (MCP)-powered agent coordination across alerts, investigations, threat hunting, cases, and response actions. Leveraging enterprise-wide telemetry and threat intelligence, FortiAI-Assist helps coordinate activity across tools, workflows, and teams within the same platform. Security teams can tailor processes, coordinate activity across security and IT systems, involve stakeholders across departments, and extend use cases over time while maintaining the speed, consistency, and control required in modern environments.
Key benefits include:
One platform, total control: Unify SIEM, SOAR, user and entity behavior analytics (UEBA), case management, threat intelligence, ITDR, and AI-driven operations into a single SaaS platform. FortiSOC gives security teams the speed of AI, consistency, and clarity to stay ahead of threats without the overhead of managing multiple tools.One subscription, zero complexity, better ROI: A single console and subscription model helps reduce procurement complexity, streamline day-to-day operations, and improve resource allocation so security teams can focus on the most important objective: stopping threats.Ready on day one, prepared for what comes next: Best-practice content for detection methods, playbooks, and more based on Fortinet’s own global SOC operations are available out-of-the-box. FortiGuard Labs real-time threat intelligence, outbreak alerts, and monthly content updates allow organizations to keep pace with the speed and sophistication of today’s threat actors.Connected by design, ready to scale: Native integrations across the entire Fortinet Security Fabric and thousands of third-party connectors eliminate coverage gaps and help organizations automate detection and response across security, IT, and business systems. MCP support extends this reach to diverse environments, allowing FortiAI-Assist to operate, orchestrate, and coordinate various AI capabilities and tasks throughout FortiSOC, minimizing manual handoffs that slow remediation. Extending the Fortinet SOC Platform
FortiSOC complements and expands the broader Fortinet SOC Platform portfolio of FortiAnalyzer, FortiSIEM, and FortiSOAR by uniting and extending these capabilities for customers who prefer a single cloud-based SOC platform model. These existing best-of-breed solutions will continue to be enhanced and available. Together, these solutions comprise the Fortinet SOC Platform, which delivers flexible pathways and purchase options tailored to meet customer needs today and offering them a smooth pathway for future evolution.
As organizations modernize SecOps, analysts continue to see growing demand for integrated, cloud-delivered SOC platforms that simplify operations and reduce tool sprawl.
“IDC research shows that organizations are increasingly prioritizing analyst workflow and investigation experience as well as cloud-delivered security operations as they work to improve visibility, streamline processes, and accelerate response,” said Michelle Abraham, Senior Research Director, Security and Trust, IDC. “FortiSOC builds on Fortinet’s established security operations portfolio by combining proven technologies into a unified SaaS platform that can support both foundational and advanced SOC use cases.”
Read the blog and listen to the webinar for more detail on how FortiSOC helps streamline SecOps and accelerate detection and response.
Other trademarks belong to their respective owners. Fortinet has not independently verified statements or certifications herein attributed to third parties and Fortinet does not independently endorse such statements. Notwithstanding anything to the contrary herein, nothing herein constitutes a warranty, guarantee, contract, binding specification or other binding commitment by Fortinet or any indication of intent related to a binding commitment, and performance and other specification information herein may be unique to certain environments.
June 16, 2026 16:05 ET | Source: Devon Energy Corporation
HOUSTON, June 16, 2026 (GLOBE NEWSWIRE) -- Devon Energy Corp. (NYSE: DVN) today announced Clay Gaspar, President and CEO will participate in a fireside chat at the J.P. Morgan Energy, Power, Renewables & Mining Conference.
The fireside chat is scheduled for 8:45 a.m. Central time (9:45 a.m. Eastern time) on Tuesday, June 23, 2026 and will be webcast live on Devon’s website at www.devonenergy.com. A replay of the webcast will be available for 30 days following the event.
ABOUT DEVON ENERGY
Devon Energy is a leading oil and gas producer in the U.S. with a premier multi-basin portfolio anchored by our world-class position in the Delaware Basin, as well as high quality assets in the Anadarko Basin, Eagle Ford Shale, Marcellus Shale, Powder River Basin and Williston Basin. Devon’s disciplined capital allocation model is designed to achieve strong returns, generate resilient free cash flow and return capital to shareholders, while focusing on safe and sustainable operations. For more information, please visit www.devonenergy.com.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Let's take a look at what these Wall Street heavyweights have to say about Cameco (CCJ - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Cameco currently has an average brokerage recommendation (ABR) of 1.53, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 19 brokerage firms. An ABR of 1.53 approximates between Strong Buy and Buy.
Of the 19 recommendations that derive the current ABR, 12 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 63.2% and 21.1% of all recommendations.
Brokerage Recommendation Trends for CCJ
Check price target & stock forecast for Cameco here>>>
The ABR suggests buying Cameco, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in CCJ?Looking at the earnings estimate revisions for Cameco, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $1.32.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Cameco. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Cameco.
After the Fukushima disaster in 2011, the nuclear energy market stalled for about a decade as many governments paused their nuclear expansion plans. But over the past few years, the market has warmed up again, as governments implemented new decarbonization initiatives and the power-hungry cloud, AI, data center, and industrial automation markets expanded.
Those catalysts could boost the world's nuclear capacity by over 50% from 2025 to 2050, according to the International Energy Agency (IEA). Cameco (CCJ +0.80%), BWX Technologies (BWXT +1.54%), and Oklo (OKLO 5.32%) could all profit from that boom.
Image source: Getty Images.
Three different plays on the same secular trend Cameco mined 15% of the world's uranium in 2025, making it the world's second-largest uranium miner after Kazakhstan's Kazatomprom. The Canadian miner operates uranium mines and mills across Canada, the U.S., and Kazakhstan.
Cameco struggled when uranium's spot price plummeted from $62.25 per pound in 2011 to $35.00 in 2020. But with its price reaching $84.18 at the end of May, it's been doing a lot better. It also diversified its business by partnering with Brookfield Asset Management to acquire Westinghouse Electric, one of the biggest nuclear technology companies, in 2023.
Today's Change
(
0.80
%) $
0.86
Current Price
$
107.88
BWX, which was spun off from Babcock & Wilcox in 2025, is the only large-scale producer of specialized nuclear components, fuel systems, and naval reactor systems in North America. It's also one of the few companies authorized to work with regulated nuclear materials, handle high-assay enriched uranium (HALEU) and tri-structural isotropic (TRISO) fuel, and produce naval reactor components for the U.S. Navy. It's even producing modular microreactors for building smaller and easier-to-deploy nuclear reactors in remote regions.
BWX's scale and diversification make it a great "picks and shovels" play on the nuclear market. Its heavy exposure to the naval market also insulates it from the macro headwinds.
Today's Change
(
1.54
%) $
2.99
Current Price
$
196.93
Oklo, which went public through a merger with a special-purpose acquisition company (SPAC) two years ago, is a "pure play" on microreactors. Its Aurora microreactor generates only 1.5 MWe on its own (compared to over 1,000 MWe for conventional nuclear power plants), but it can be chained with other modular microreactors to generate up to 75 MWe.
The Aurora uses metallic uranium fuel pellets, which are denser, have better thermal resistance, and are cheaper to fabricate than the uranium dioxide fuel pellets used in conventional reactors. It also recycles its fuel in a closed loop, allowing it to last about a decade without refueling. Conventional reactors are refueled in stages (to prevent a full shutdown) every two years.
Today's Change
(
-5.32
%) $
-3.23
Current Price
$
57.51
How fast are these companies growing? Cameco is a more cyclical play on rising uranium prices; BWX is a broadly diversified play with greater exposure to military contracts; and Oklo is a speculative, all-in play on microreactors. Cameco and BWX are generating consistent revenues and profits, but Oklo won't generate any meaningful revenue until it brings its first Powerhouse reactors online in Idaho in 2027. Here's how rapidly analysts expect these three companies to grow over the next three years.
Company
2026 Revenue Growth
2027 Revenue Growth
2028 Revenue Growth
Cameco
0%
13%
9%
BWX
18%
10%
10%
Oklo
N/A
338%
968%
Analysts' estimates. Source: Marketscreener.
But these three stocks aren't cheap. Cameco trades at 53 times next year's earnings and 17 times next year's sales. BWX trades at 38 times forward earnings and four times next year's sales. Oklo, which is deeply unprofitable, trades at 211 times its 2028 sales.
However, all three companies could grow into their premium valuations as the world's soaring energy needs fuel a multi-year growth spurt for the nuclear energy market. So as long as the nuclear industry doesn't suffer a Fukushima-level disaster over the next decade, I expect these three stocks to climb higher as more industries pivot back toward nuclear power.
The bear case on McCormick (NYSE:MKC | MKC Price Prediction) had been a familiar story of input-cost pressure and a sluggish retail backdrop. That story changed when management announced the $44.8 billion merger with Unilever‘s (NYSE:UL) food business, layered on top of the January 75% controlling stake in McCormick de Mexico. For income investors, the question is whether a deal this large threatens the dividend. I think it strengthens it.
Dividend Snapshot Metric Value Annual Dividend $1.92 per share Dividend Yield (at $47.87) ~4.0% Consecutive Annual Increases 40 years Most Recent Increase 7% (November 2025) Aristocrat / King Status Aristocrat (not yet King) Payout Ratios Leave Real Breathing Room McCormick paid $483 million in dividends against FY2025 free cash flow of roughly $740.4 million ($962.2M operating cash flow less $221.8M capex). On EPS of $3.00, the $1.92 dividend takes 64% of profits.
Metric TTM Value Assessment Earnings Payout 64% Healthy FCF Payout 65% Healthy OCF / Dividend Coverage 1.99x Adequate Debt Climbed, but the Balance Sheet Still Stands The McCormick de Mexico close pushed total liabilities to $8.79 billion against $7.56 billion of equity, a debt-to-equity ratio of roughly 1.16. The Unilever Foods transaction will lift net leverage to at or below 4x at close, with management targeting roughly 3x within two years. Elevated for now, but with a clear path down. Flavor demand is inelastic, which is exactly why food represented 7.11% of total PCE in April 2026, almost unchanged across 16 months of data.
40 Years of Increases, and Resilience Through Two Crises The quarterly dividend stepped from $0.42 (2024) to $0.45 (2025) to $0.48 (late 2025). The payout held and grew through both the 2008 crisis and the 2020 pandemic, with no cuts on record.
Management Effectively Pre-Committed to the Payout On the merger call, CFO Marcos Gabriel said the combined company will support “McCormick’s long-standing practice of returning capital to shareholders through dividends” at a payout ratio of “approximately 60%”. CEO Brendan Foley added that “our commitment to returning cash to shareholders through dividends remains unchanged.” The deal targets $600 million in synergies and is accretive in year one across all P&L lines.
Verdict: Safe, With Leverage Worth Watching Dividend Safety Rating: Safe. A 64% earnings payout, 65% FCF payout, 1.99x cash coverage, and a 40-year streak give the $1.92 dividend a real margin of safety, even as the stock sits 33.42% below last year. The income thesis holds together if the company executes its 3x net leverage target on schedule and synergies arrive as guided. The thesis weakens if FCF stays compressed beyond 2027 or if integration costs push the FCF payout above 90%. For now, this Aristocrat keeps its income credentials intact.
Rep. Rich McCormick, R-Ga., discusses skepticism over a potential Iran deal, arguing the Tehran regime cannot be trusted given its history of aggression, on ‘The Evening Edit.
T. Rowe Price remains a Strong Buy, with a compelling risk-reward profile and a valuation reflecting conservative assumptions despite macro potential improvements. TROW boasts a pristine balance sheet, with zero financial debt, $3.73B in cash, and robust free cash flow, supporting sustainable dividends, aggressive buybacks, and potential M&A activity. Recent AUM growth, strong equity/multi-asset fund performance, and an attractive yield underpin TROW's resilience, even as net retail outflows persist.
PORTLAND, Ore., June 16, 2026 (GLOBE NEWSWIRE) -- Truckload spot rates moved higher in May even as freight volumes fell, according to DAT Freight & Analytics, provider of the industry’s leading load boards and freight analytics. Several factors disrupted the supply of available trucks, including the CVSA International Roadcheck inspection blitz, Memorial Day weekend, and ongoing immigration enforcement that continues to shrink the available driver pool.
The DAT Truckload Volume Index (TVI), which measures demand for truckload services, fell across all three equipment types compared to April:
Van TVI: 233, down 9% compared to AprilRefrigerated (“reefer”) TVI: 172, down 10%Flatbed TVI: 267, down 14% Spot pricing: Volumes down, rates up
Spot rates increased across all three equipment types in May despite lower freight volumes, reflecting tighter capacity rather than rising demand. Enforcement-driven attrition continues to remove drivers from circulation, and truck-post data from the DAT One marketplace during the week of May 10 reflected carriers pulling equipment to avoid Roadcheck-related delays.
Spot van rate: $2.89 per mile, up 22 cents from AprilSpot reefer rate: $3.35 per mile, up 24 centsSpot flatbed rate: $3.65 per mile, up 19 cents Fuel surcharges remained elevated — van at 73 cents per mile, reefer at 79 cents, flatbed at 87 cents — but linehaul rates drove last month’s pricing increases. The average van linehaul rate was up 20 cents to $2.16 per mile, reefer jumped 22 cents to $2.56, and flatbed was up 17 cents to $2.78.
Spot-contract rate gap narrows
Carriers have also been shifting capacity toward contract freight to take advantage of fuel surcharge programs, which offer more predictable cost recovery than spot transactions. That shift is reducing truck supply on the open market, making the spot market more sensitive to disruptions like Roadcheck and holiday slowdowns.
Reefer spot rates crossed above contract rates in May — $3.35 versus $3.28 per mile — reflecting both the move of capacity toward contract and seasonal pressure on temperature-controlled equipment.
Spot rates were higher across all modes compared to May 2025. The average spot van rate was 90 cents per mile higher, the reefer rate was up 99 cents, and the flatbed rate increased by $1.07 year over year.
Contract rates: Modest gains
Contract rates moved modestly higher in May across all three equipment types.
Contract van rate: $2.92 per mile, up 7 cents month over monthContract reefer rate: $3.28 per mile, up 6 centsContract flatbed rate: $3.77 per mile, up 6 cents Year over year, contract rates were up 54 cents for van freight, 57 cents for reefer, and 70 cents for flatbed.
“Last month’s lower volumes do not mean May was a weak freight market,” said Dean Croke, principal industry analyst at DAT. “The capacity supply has come down to meet demand, and carriers in the spot market are being compensated for it. Add in the migration of capacity toward contract freight for fuel surcharge certainty, and you have a spot market that’s tighter than load volumes alone would suggest.”
About the Truckload Volume Index
The DAT Truckload Volume Index measures monthly changes in loads with a pickup date during that month. A baseline of 100 equals the number of loads moved in January 2015, based on data from DAT RateView, part of the DAT iQ freight analytics platform, which tracks rates paid on actual shipments. Benchmark spot rates reflect invoice data for hauls of 250 miles or more, offering a consistent view of truckload demand and spot rate trends across the United States and Canada.
About DAT Freight & Analytics
DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions.
Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Headquartered in Portland, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information.
Media contact:
Georgia Jablon
DAT Freight & Analytics
904-305-6454; [email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/57d409dc-32d3-46a9-88bb-5de44d8f17a0
Key Takeaways EXPD shares rose 43.4% in a year, outperforming the industry's 21.9% growth. Expeditors benefits from e-commerce growth driving demand for global logistics services. EXPD saw 2026 and 2027 consensus estimates revised 10.1% and 4.3% higher. Expeditors International of Washington (EXPD - Free Report) shares have performed impressively on the bourse of late. Shares of this Seattle, WA-based company have surged 43.4% over the past year, outperforming the Zacks Transportation - Services industry’s 21.9% growth.
Image Source: Zacks Investment Research
Given the impressive price performance, let's take a deeper look at the factors driving growth at this leading third-party logistics (3PL) provider, which currently sports a Zacks Rank #1 (Strong Buy), and assess its potential for continued gains.
The continued expansion of e-commerce remains a favorable tailwind for Expeditors. As online retailers and consumers increasingly demand faster, more reliable deliveries, the need for efficient global logistics solutions has intensified. This trend supports demand for intermodal transportation, where goods are moved seamlessly across ships, railways and trucks. This allows Expeditors to leverage its extensive freight forwarding network and expertise in managing complex supply chains. Sustained e-commerce activity should therefore continue to create opportunities for volume growth and service expansion.
The company's strong balance sheet further enhances its long-term growth prospects by providing the flexibility to pursue strategic acquisitions and invest in its operations without placing undue strain on its finances. Its disciplined approach to capital allocation enables the company to capitalize on growth opportunities while maintaining financial resilience amid changing market conditions.
Moreover, EXPD's commitment to returning capital to shareholders through dividends and share repurchases reflects management's confidence in its cash-generating ability. These shareholder-friendly initiatives not only enhance investor returns but also reinforce market confidence in Expeditors' ability to balance growth investments with shareholder rewards, supporting its overall investment appeal.
Estimate Revisions to Head NorthDriven by the positives discussed above, the Zacks Consensus Estimate for the full-year 2026 and 2027 has been revised 10.1% and 4.3%, respectively, upward over the past 60 days.
Other Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Star Bulk Carriers Corp. (SBLK - Free Report) and Teekay Tankers Ltd (TNK - Free Report) .
SBLK currently sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Star Bulk Carriers has an expected earnings growth rate of more than 100% for the current year. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters and met once in the remaining, delivering an average beat of 75.3%.
Teekay Tankers Ltd currently sports a Zacks Rank #1.
TNK has an expected earnings growth rate of 98% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.2%.
