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2026-09-09 16:57 22m ago
2026-09-09 11:31 5h ago
Abbott Receives FDA Nod for TactiFlex Duo: Stock to Gain?
ABT Abbott
FMP Stock News
Original source text
Key Takeaways Abbott won FDA approval for TactiFlex Duo, an AFib catheter offering PFA, RF energy or both. Abbott's Electrophysiology sales rose 13.4% year over year in the second quarter of 2026. TactiFlex Duo approval was based on FlexPulse IDE data showing favorable safety and effectiveness. Abbott Laboratories (ABT - Free Report) recently received Food and Drug Administration (“FDA”) approval for the TactiFlex Duo Ablation Catheter to treat patients with atrial fibrillation (AFib). TactiFlex Duo represents an important advancement as the company builds the industry's most comprehensive electrophysiology portfolio. 

Abbott will begin cases with broader commercial adoption across the country in the coming weeks.

Predicting ABT Stock Movement Following the NewsFollowing the announcement, ABT’s shares edged down 2.6%, finishing at $105.52 yesterday. 

In recent years, electrophysiology has rapidly evolved as physicians adopt new technologies that improve the safety and effectiveness of AFib treatment. In the second quarter of 2026, Abbott’s Electrophysiology sales grew 13.4% year over year. We expect the latest FDA approval to drive positive market sentiment for ABT stock in the coming days.

Abbott has a market capitalization of $187.45 billion. The company’s earnings yield of 5.1% compares favorably with the industry’s 2.5%. In the trailing four quarters, it delivered an average earnings surprise of 0.8%. 

About ABT’s TactiFlex DuoTactiFlex Duo is the company’s latest ablation catheter designed to give physicians more flexibility when treating AFib. The technology allows physicians to use pulsed field ablation (PFA), radiofrequency (RF) energy or a combination of both during a procedure, helping them tailor treatment to each patient's needs. 

Abbott's EnSite X EP system provides physicians with real-time feedback and integrates the PFA Index, a tool designed to assess lesion formation during ablation with TactiFlex Duo. The dual-energy approach helps create precise therapeutic lesions or small areas of scar tissue that block the abnormal electrical signals causing an irregular heartbeat while minimizing the impact on surrounding healthy tissue. 

More Information on the FDA ApprovalThe FDA approval of TactiFlex Duo expands Abbott's portfolio of technologies designed to help physicians treat patients with cardiac arrhythmias. The approval was secured based on the results from Abbott's FlexPulse IDE study. Late-breaking data from the study showed favorable safety and effectiveness outcomes in patients with paroxysmal AFib (irregular heart rhythm episodes that come and go).

Industry Prospects Favor ABTPer a report by Research Nester, the cardiac ablation market size was valued at $5.50 billion in 2025 and is set to exceed $17.86 billion by 2035, registering a CAGR of more than 12.5% during the forecast period (2026-2035). In 2026, the cardiac ablation market is estimated at $6.12 billion.

Image Source: Zacks Investment Research

Another Recent Development by ABTAbbott launched Similac 360 Total Care Made With Whole Milk, the first and only commercially sterile, ready-to-feed liquid infant formula made with whole milk in the United States. Its fat blend more closely resembles the fats in breast milk and it contains five immune-nourishing prebiotics to help support a baby's natural defenses. The product joins the company’s extensive portfolio of infant formulas.  

ABT Stock Price PerformanceOver the past year, ABT’s shares have plunged 20.1% compared with the industry’s 26.9% decline.

ABT’s Zacks Rank & Key PicksAbbott currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and Illumina (ILMN - Free Report) .

Globus Medical has an earnings yield of 5.8% against the industry’s negative 1.7% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED’s shares have rallied 42.3% against the industry’s 6.3% decline over the past year.

GMED sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Veracyte, sporting a Zacks Rank #1 at present, has an earnings yield of 4.6% against the industry’s negative 1.7% yield. Shares of the company have risen 38% against the industry’s 6.3% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, with the average surprise being 41.8%. 

Illumina, presently carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 13% compared with the industry’s 23% rise. Its earnings beat estimates in each of the trailing four quarters, with the average surprise being 9.7%. ILMN’s shares have rallied 194.6% compared with the industry’s 24.6% growth over the past year.
2026-09-09 16:57 22m ago
2026-09-09 12:40 4h ago
NVST or ABT: Which Is the Better Value Stock Right Now?
ABT Abbott
FMP Stock News
Original source text
Investors interested in Medical - Products stocks are likely familiar with Envista (NVST) and Abbott (ABT). But which of these two companies is the best option for those looking for undervalued stocks?
2026-09-09 16:57 22m ago
2026-09-09 12:00 5h ago
Bronstein, Gewirtz & Grossman LLC Urges HDFC Bank Limited Investors to Act: Class Action Filed Alleging Investor Harm
HDB HDFC Bank
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - September 9, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against HDFC Bank Limited (NYSE: HDB) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired HDFC Bank securities between July 17, 2023 and May 26, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/cases/hdfc-bank-limited-hdb-class_action_lawsuit.

HDFC Bank Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

HDFC Bank camouflaged payments as marketing spend to pay higher interest to a state firm in order to induce deposits; these activities were approved by senior management; these activities likely violated regulations and HDFC Bank's own policies, including those that prohibit payments that could constitute improper inducement; as a result of the foregoing, HDFC Bank's interest income and operating expenses were overstated; and as a result of the foregoing, defendants' positive statements about HDFC Bank's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for HDFC Bank Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/hdfc-bank-limited-hdb-class_action_lawsuit, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in HDFC Bank you have until October 13, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to HDFC Bank Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for HDFC Bank Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/310055

Source: Bronstein, Gewirtz & Grossman, LLC

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-09-09 16:57 22m ago
2026-09-09 12:00 5h ago
Bronstein, Gewirtz & Grossman LLC Urges HDFC Bank Limited Investors to Act: Class Action Filed Alleging Investor Harm
HDB HDFC Bank
FMP Stock News
Original source text
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against HDFC Bank Limited (NYSE: HDB) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired HDFC Bank securities between July 17, 2023 and May 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/cases/hdfc-bank-limited-hdb-class_action_lawsuit.

HDFC Bank Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

HDFC Bank camouflaged payments as marketing spend to pay higher interest to a state firm in order to induce deposits;these activities were approved by senior management;these activities likely violated regulations and HDFC Bank's own policies, including those that prohibit payments that could constitute improper inducement;as a result of the foregoing, HDFC Bank's interest income and operating expenses were overstated; andas a result of the foregoing, defendants’ positive statements about HDFC Bank's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. What's Next for HDFC Bank Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/cases/hdfc-bank-limited-hdb-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in HDFC Bank you have until October 13, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to HDFC Bank Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for HDFC Bank Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.
2026-09-09 16:57 22m ago
2026-09-09 11:05 6h ago
Aegis Capital Corp. Announces the Hiring of a New Managing Director
RY Royal Bank of Canada
FMP Stock News
Original source text
NEW YORK, NY / ACCESS Newswire / September 9, 2026 / Aegis Capital Corp. (www.aegiscapcorp.com), a full-service wealth management, financial services and investment banking firm, is pleased to announce Jeffrey Nishijima has joined the firm as a Managing Director

Jeffrey Nishijima is an experienced wealth management adviser who began his career in the financial services industry with Merrill Lynch, Pierce, Fenner & Smith, then went on to gain additional experience working at Morgan Stanley. Prior to joining Aegis Capital, Jeff was with J.P. Morgan Securities.

Throughout his career, Jeff has built a wealth management practice centered on long-term relationships, trust, and comprehensive planning. He believes every client deserves more than investment management-they deserve a strategic advisor who understands every aspect of their financial life and works collaboratively with their tax, legal, and banking professionals to help them pursue their goals.

Jeff's practice focuses on serving Business owners and entrepreneurs, corporate executives and professionals, High-net-worth individuals and families and multi-generational families seeking comprehensive wealth planning. His areas of focus include Comprehensive wealth management, Retirement income planning, Tax-efficient investment strategies, Estate and legacy planning coordination, Fixed income and equity portfolio construction, Business succession planning, Executive and business owner planning and Capital markets and investment banking coordination for qualifying business owners. Jeff believes that successful wealth management begins by understanding each client's unique story, values, and long-term vision. His planning philosophy emphasizes education, disciplined decision-making, and customized strategies designed to adapt as clients' lives and financial needs evolve.

Robert Eide Aegis' CEO commented: "We are pleased to welcome Jeff to the Aegis team. Jeff and Aegis share the same values-putting relationships first, serving clients with care and consistency while providing the resources and partnership to best support his clients."

Michael Pata Aegis' Head of Business Development commented: "At Aegis we provide an adviser-centric culture, sophisticated platform, and personalized resources, which will help Jeff stay focused on delivering thoughtful advice and service that his clients expect. Aegis continues to invest in the tools, resources, and leadership that help advisers accelerate their growth while best servicing their clients."

About Aegis Capital Corporation

Aegis Capital Corporation "Aegis" has been in business for over 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles.Aegis is able to provide quality service through its primary clearing relationship with RBC Clearing & Custody whose parent company, Royal Bank of Canada (NYSE: RY), is one of the world's leading diversified financial services companies. Member: FINRA / SIPC.

Any questions contact:

Michael Pata, Head of Business Development
Telephone: 1-212-813-1010
[email protected]
www.aegiscapcorp.com

SOURCE: Aegis Capital Corp.
2026-09-09 16:57 22m ago
2026-09-09 12:17 5h ago
Royal Bank of Canada (RY:CA) Presents at Scotiabank's 27th Annual Financials Summit Transcript
RY Royal Bank of Canada
FMP Stock News
Original source text
Royal Bank of Canada (RY:CA) Presents at Scotiabank's 27th Annual Financials Summit Transcript
2026-09-09 16:57 22m ago
2026-09-09 12:18 5h ago
ServiceNow: A Gem Beating The SaaSpocalypse Narrative
NOW ServiceNow
FMP Stock News
Original source text
ServiceNow remains a Strong Buy, driven by robust AI integration, a resilient business model, and reaffirmed 2030 targets. NOW expects AI to grow from 9.5% to 30% of revenue by 2030, supporting management's $30–32B subscription revenue target. Gross margins are projected to stay above 80% as AI adoption scales, with operating and FCF margin expansion anticipated in 2027.
2026-09-09 16:56 23m ago
2026-09-09 11:17 6h ago
Reliance, Inc. (RS) Presents at Jefferies Global Industrials Conference 2026 Transcript
RS Reliance Steel & Aluminum
FMP Stock News
Original source text
Reliance, Inc. (RS) Presents at Jefferies Global Industrials Conference 2026 Transcript
2026-09-09 16:56 23m ago
2026-09-09 09:53 7h ago
Prediction: These 3 Artificial Intelligence (AI) Stocks Will Be the Top Performers to End 2026
AVGO Broadcom
FMP Stock News
Original source text
Although it's hard to say, 2026 is well over halfway done, and we've arrived at the back third of the year. While some investors may be thinking about 2027, there are still plenty of screaming bargains available in 2026. Three that I've got my eyes on are Nvidia (NVDA -0.76%), Broadcom (AVGO -2.23%), and Micron Technology (MU +2.13%).

Each of these companies projects monster growth in 2027, yet they look underpriced in 2026. The time to buy these stocks is now, and investors should pounce on the current opportunity.

Image source: Getty Images.

Nvidia Nvidia has been a market-leading stock since the AI arms race kicked off in 2023. It still hasn't relinquished that title, and as long as there is heavy spending on AI computing equipment in data centers, Nvidia will be a must-own stock. It backed up this status by guiding for 70% revenue growth next year -- an impressive figure considering how large Nvidia is.

Premium Feature

Moneyball Superscore

94/100

Today's Change

(

-0.76

%) $

-1.72

Current Price

$

224.01

With the AI build-out expected to last until at least 2030, Nvidia is well positioned to make a multiyear run as one of the best investments in the market. Despite its high-profile status, the stock is actually priced pretty cheaply. It trades for less than 15 times next year's earnings, which is a dirt cheap stock price to pay.

NVDA PE Ratio (Forward 1y) data by YCharts

Nvidia has a ton of upside ahead, and if it can continue growing beyond 2027, the returns on the stock will be incredible.

Broadcom One of Nvidia's rising competitors is Broadcom. Nvidia has a strong grip on the GPU market, and any new entrant will have a tough road ahead. Broadcom may be competing with Nvidia, but it isn't trying to launch the same product. Instead, it's partnering directly with AI hyperscalers to develop custom AI chips, purpose-built for the end workloads they will see.

Premium Feature

Moneyball Superscore

90/100

Today's Change

(

-2.23

%) $

-8.20

Current Price

$

360.36

This results in a unit that offers better performance at a lower cost than Nvidia's GPUs, but with limited applications. Custom AI chips are becoming increasingly popular among AI hyperscalers, and with Broadcom scaling production for its major clients (like Alphabet, OpenAI, and Anthropic), it's well-positioned to deliver high growth.

Similar to Nvidia, Broadcom has offered multi-year projections, including AI semiconductor revenue doubling in 2027 and again in 2028. Also similar to Nvidia, when valued using next year's earnings, Broadcom's stock looks pretty cheap.

AVGO PE Ratio (Forward 1y) data by YCharts

Broadcom is in a great spot to buy right now, as if its projections pan out, the stock will easily deliver market-crushing returns.

Micron Technology Last up is Micron, which has already tripled this year. Despite its strong rise to start 2026, there's plenty more in the tank. Micron makes memory chips, which are in short supply thanks to all production capacity being consumed by the AI hyperscalers.

While Micron is working on increasing its production, new facilities won't be online until mid-2027 to 2028. As a result, the supply-constrained market it is in will last for some time, and its management team has told investors they should expect the market to recover not until at least 2028.

Premium Feature

Moneyball Superscore

92/100

Today's Change

(

2.13

%) $

21.33

Current Price

$

1,021.59

That's a long way out, and leaves plenty of room for Micron to run, especially with how cheap it is. Micron's stock trades for the cheapest price tag of all: Six times next year's earnings. This price tag showcases that the market is worried about the strength of the memory chip business and how it will fare once the supply crunch is figured out.

While that's a fair item to be worried about, the reality is that the memory chip market may never return to its previous state, and that some of Micron's gains may be here to stay. That makes Micron a bit of a high-risk, high-reward investment, but with how the AI buildout is expected to progress over the next few years, I think it's an investment worth making.
2026-09-09 16:56 23m ago
2026-09-09 11:51 5h ago
Because Broadcom Monetizes Alphabet, Meta, and OpenAI at Scale I Buy Again and Again
AVGO Broadcom
FMP Stock News
Original source text
Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar goes.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

I keep hitting the buy button on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) because Hock Tan has quietly built the toll road that Alphabet, Meta, OpenAI, and Anthropic must drive down to reach their AI ambitions. Every custom accelerator these frontier labs deploy sends a fresh check to San Jose, and the checks are getting larger every quarter.

Hyperscaler Tollbooth in Plain Numbers Broadcom’s fiscal Q3 2026 posted revenue of $29.59B, up 85.5% year over year, with AI semiconductor revenue of $16.70B, up 221% YoY and 54% sequentially. Guidance for Q4 calls for AI chip revenue of roughly $21.7B, up 236% YoY. Hock Tan told the call, “Q3 demand was simply hot and we’re just getting started.”

The customer roster is where my conviction hardens. Broadcom serves six XPU customers, and management laid out the deployment map on September 2: multi-tens of billions of dollars of TPUs annually for Google, one gigawatt of Ironwood in 2026 and another five gigawatts of TPU v8i in 2027 for Anthropic, 1.3 gigawatts of Jalapeno in 2027 for OpenAI with over 5 gigawatts across successor generations in 2028, and three generations of MTIA accelerators to Meta through 2027. Tan said Broadcom is “very much on target to exceed $30 in earnings per share in fiscal 2028” against an AI revenue outlook of $230 billion in fiscal 2028.

Cash Machine Feeding a Rising Dividend Q3 free cash flow reached $13.67B, or 46% of revenue. That cash funds a dividend I keep reinvesting. The board declared $0.65 per share for Q3, the fifteenth consecutive annual increase since fiscal 2011. The quarterly payout has climbed from $0.07 in December 2010 to today’s rate. The EPS beat streak now sits at 10 quarters, with Q3 non-GAAP EPS of $3.32.

Passing on Nvidia With Fresh Capital The reflex AI chip pick is NVIDIA (NASDAQ:NVDA), and I own it too. What tilts new dollars toward Broadcom is a line Hock Tan delivered on the September 2 call: “when you co-develop a chip that is optimized for your particular LLM workloads, you will outperform any GPU” at “less than half the cost.” Broadcom said its TPU v8i is comparable to, or surpasses, the Vera Rubin GPU and that Jalapeno outperforms Grace Blackwell for inference workloads. Every hyperscaler that concludes its economics require custom silicon becomes a Broadcom customer for a decade.

Risk I Own With Eyes Open Customer concentration is real. Six XPU customers, four expected to be particularly large, means any single hyperscaler pulling back would leave a crater. The one-month drawdown of 13.84% shows how quickly sentiment swings on that fear. My answer: these customers are the labs building frontier models, their capex commitments run for years, and management said demand exceeds the current outlook while supply has already been secured for the $115 billion fiscal 2027 and $230 billion fiscal 2028 AI outlooks.

Buy Button Stays Active From Here The five-year total return sits at 720.39% and the ten-year at 2,849.28%. When the operator collecting the toll compounds cash at 46% of revenue and raises its dividend every year, I keep feeding the meter.

Contact [email protected] for any questions or corrections.
2026-09-09 16:56 23m ago
2026-09-09 12:39 4h ago
OpenAI to Spend $750 Billion on Compute by 2030 — But It's Short on Capacity
AVGO Broadcom
FMP Stock News
Original source text
OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course investors cannot afford to ignore.

$750 Billion, and Still Short OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that represents a 25% increase from earlier 2026 estimates. The company still calls itself “really short” on capacity. That gap, between three-quarters of a trillion dollars in planned spend and a stated capacity shortfall, is the number that reframes every AI infrastructure bet on the board, starting with Oracle (NYSE:ORCL | ORCL Price Prediction).

What It Means for Oracle Oracle is the clearest public-market conduit for that OpenAI dollar. In Q4 FY26, Oracle disclosed remaining performance obligations of $638 billion, up 363% year over year, of which $75 billion is tied to prepaid or customer-supplied GPU arrangements. Cloud Infrastructure revenue reached $5.79 billion, up 93% year over year, and Oracle Multicloud AI Database grew 404% in Q4. Global GPU utilization sits at 97.5%, and management said “there’s still a massively higher demand than there is supply.”

The scale is real. So is the strain. Oracle delivered more than 1.2 gigawatts to customers in fiscal 2026, with Q1 FY27 delivery approaching nearly 1 gigawatt, on par with the entire prior four quarters combined. To feed that pipeline, Oracle plans to raise approximately $40 billion in FY2027 through debt and equity financing, including a $20 billion at-the-market equity program.

Market Reaction Oracle shares are riding the demand story and absorbing the funding one at the same time. The stock is up 14.12% over the past week and 9.7% over the past month, trading at $161.28. Zoom out and the tone flips: shares are down 16.45% year to date and down 31.6% over the past year. The market is paying for backlog and marking down the cash-flow bill required to build it.

Bear Case The bear case is written in the cash flow statement. Oracle posted Q4 free cash flow of negative $23.69 billion on capital expenditures of $55.66 billion. Total liabilities stand at $218.7 billion. FY27 net cash outlay for capex is guided to around $70 billion. That is the price of chasing a backlog that management says still cannot keep up with demand.

The strain extends across peers. CoreWeave (NASDAQ:CRWV) reported Q2 free cash flow of negative $5.743 billion, a net loss of $626 million, and interest expense of $640 million, up from $267 million a year earlier. Backlog reached approximately $104 billion as of June 30, 2026, with a stated target of more than 8 GW of active power by 2030. The buildout is being financed with debt, prepayments, and equity issuance.

The chip supply looks tighter still. NVIDIA (NASDAQ:NVDA) disclosed supply obligations of $279.00 billion, and CEO Jensen Huang told analysts “our entire supply chain is challenged. And everybody is really running flat out” and that “at this moment, we have supply for 70%. We have more supply than 70%, but about 70%. Our demand is much higher than that.” Broadcom (NASDAQ:AVGO) is shipping Jalapeno, OpenAI’s first-generation custom accelerator, with a planned deployment of 1.3 gigawatts in fiscal 2027 and management flagging that “land power and shell” dictates the timing of when capacity actually gets deployed.

OpenAI’s $750 billion pledge lands on a supply chain where four ecosystem leaders are already telling investors the constraint is physical: wafers, HBM, substrates, power, and shells. All of that buildout has to be powered, cooled, and connected by somebody, which is why we pulled together seven suppliers behind the AI data-center wave in a free report on the picks-and-shovels side of the boom. Oracle has booked the demand. It has not yet generated the cash to fund it internally.

Bottom Line For long-term holders, the OpenAI number is a stress test for Oracle’s balance sheet, not a rubber stamp for it. Backlog conversion depends on gigawatts coming online at Abilene, Shackleford, Dona Ana County, Saline, and Port Washington, sites that begin customer delivery in the first and second halves of calendar year 2027. The next reading arrives with Oracle’s first quarter fiscal year 2027 earnings announcement, where investors will parse whether the RPO keeps compounding faster than the cash going out the door. Until it does, $750 billion is a demand signal and a funding problem in the same sentence.

Contact [email protected] for any questions or corrections.
2026-09-09 16:56 23m ago
2026-09-09 11:51 5h ago
Securities Fraud Investigation Into Stryker Corporation (SYK) Announced – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
SYK Stryker
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Stryker Corporation (“Stryker” or the “Company”) (NYSE: SYK) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON STRYKER CORPORATION (SYK), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On July 30, 2026, Stryker reported second quarter 2026 results. Among.
2026-09-09 16:55 24m ago
2026-09-09 10:45 6h ago
Here's Why General Dynamics (GD) is a Strong Growth Stock
GD General Dynamics
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and 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 ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank 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.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and 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.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

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: General Dynamics (GD - Free Report) Headquartered in Falls Church, VA, General Dynamics Corporation engages in mission-critical information systems and technologies; land and expeditionary combat vehicles, armaments and munitions; shipbuilding and marine systems; and business aviation. The company was incorporated in February 1952.

GD 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. GD has a Growth Style Score of A, forecasting year-over-year earnings growth of 9.6% for the current fiscal year.

Eight analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.36 to $16.95 per share. GD also boasts an average earnings surprise of +6.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, GD should be on investors' short list.
2026-09-09 16:55 24m ago
2026-09-09 12:14 5h ago
Now at Lowe's: Paslode Universal Heavy-Duty Stapling Program
ITW Illinois Tool Works
FMP Stock News
Original source text
New staplers, hammer tackers and universal staples reach pros through select stores nationwide and online at Lowes.com.

, /PRNewswire/ -- Paslode is expanding access to its professional-grade manual fastening solutions with the launch of its Universal Heavy-Duty Stapling program at Lowe's, bringing a new lineup of staplers, hammer tackers and universal staples to professionals through one of the country's leading home improvement retailers.

New staplers, hammer tackers and universal staples reach pros through select Lowe's stores nationwide.

Featured is the Paslode Pro Hammer Tacker - Built for roofing, house wrap, insulation and demanding jobsite applications.

The Paslode 5-in-1 Pro Stapler delivers professional versatility in one tool, driving five fastener types with adjustable power control. The line includes three compression staplers — the Heavy-Duty Pro Stapler, 5-in-1 Pro Stapler and 2-in-1 Pro Stapler — and two hammer tackers, the Pro Hammer Tacker and Compact Hammer Tacker. The range is designed for fastening house wrap, roof paper, underlayment, insulation, carpet pad, upholstery, trim components and temporary jobsite materials.

The tools are compatible with new Paslode Heavy-Duty Universal 3/8-inch Crown Staples, as well as most heavy-duty competitor staples. Paslode universal staples are 20-gauge, galvanized chisel-point fasteners available in 1/4-inch, 5/16-inch, 3/8-inch and 1/2-inch lengths, in multiple pack configurations.

Lowe's stores will carry a select assortment of Heavy-Duty Manual Staplers & Hammer Tackers, along with a range of 20-gauge 3/8-inch crown staples. The complete lineup is  available online for either free pickup or shipping (for MyLowe's Rewards™ members), as well as delivery.

"Bringing the Universal Heavy-Duty Stapling program to Lowe's gives pros a simple way to find the hand fastening tools and staples they need for everyday jobsite work," said Ashley Mack, Commercial Director at Paslode. "From compression staplers to hammer tackers and universal-fit fasteners, the lineup is built to help the Lowe's PRO work efficiently across common stapling and tacking applications."

The new stapling program brings together durable, jobsite-ready tools and compatible Paslode fasteners in one convenient offering.  Available at Lowe's, the program expands Paslode's fastening portfolio while giving contractors greater access to dependable solutions backed by the performance and reliability they expect from the Paslode brand.

About Paslode

Paslode® is a leading manufacturer of cordless and pneumatic fastening solutions designed to help professional contractors work faster, smarter and more efficiently. For more than 90 years, Paslode has pioneered innovative fastening technology that delivers reliable performance, productivity and ease of use on the jobsite. From framing and finishing to siding and subfloor applications, Paslode products are engineered to meet the demands of professional construction. Paslode is one of the largest brands in ITW Construction Products, a division of Illinois Tool Works Inc. (NYSE: ITW). Visit paslode.com to learn more.

SOURCE ITW Construction
2026-09-09 16:54 25m ago
2026-09-09 10:51 6h ago
Here's Why CVS Health (CVS) is a Strong Momentum Stock
CVS CVS Health
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

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 ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and 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 want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: CVS Health (CVS - Free Report) Headquartered in Woonsocket, RI, CVS Health Corporation (formerly known as CVS Caremark Corporation) is a health solutions company with integrated offerings across the entire spectrum of pharmacy care. On Sep 3, 2014, CVS Caremark Corporation announced a change of its corporate name to CVS Health to reflect its broader healthcare commitment. In 2018, CVS Health acquired insurance giant Aetna for $70-billion.

CVS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Medical stock. CVS has a Momentum Style Score of B, and shares are up 2.8% over the past four weeks.

11 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.53 to $7.97 per share. CVS also boasts an average earnings surprise of +20.5%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CVS should be on investors' short list.
2026-09-09 16:54 25m ago
2026-09-09 10:41 6h ago
Why Boston Properties (BXP) is a Top Value Stock for the Long-Term
BXP Boston Properties
FMP Stock News
Original source text
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors 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 trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you 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.

#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

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: Boston Properties (BXP - Free Report) BXP, Inc. is a fully integrated real estate company organized as an REIT. The company develops, owns and manages premier workplaces in the United States and is concentrated in six gateway markets: Boston, Los Angeles, New York, San Francisco, Seattle and Washington, DC.

BXP is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 9.4; value investors should take notice.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.04 to $6.99 per share. BXP boasts an average earnings surprise of +0.9%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, BXP should be on investors' short list.
2026-09-09 16:54 25m ago
2026-09-09 12:27 4h ago
Autodesk, Inc. (ADSK) Presents at Citi's 2026 Global TMT Conference Transcript
ADSK AutoDesk
FMP Stock News
Original source text
Autodesk, Inc. (ADSK) Citi's 2026 Global TMT Conference September 9, 2026 9:30 AM EDT

Company Participants

Robert Bray
Simon Mays-Smith - Vice President of Investor Relations

Conference Call Participants

Tyler Radke - Citigroup Inc., Research Division

Presentation

Tyler Radke
Citigroup Inc., Research Division

Hi, everyone. I'm Tyler Radke, Citi's Co-Head of U.S. Software. Thank you for joining day 2 of Citi's Global TMT Conference. We're happy to have Autodesk back, who is a regular attender at the conference and excited to have a great discussion with a practitioner, I would say, at Autodesk.

We have Bob Bray, the VP and GM of Autodesk Tandem. Bob, thanks for making it out to New York City. I know you got a big conference in Las Vegas next week, you're probably busy prepping for. But for the benefit of the folks in the room, give us a sense of your background, what are the things that you do day-to-day at Autodesk just to set the stage?

Robert Bray

Yes. I mean I live and breathe in the trenches. I build software. I run teams to build software. I've been doing it for Autodesk for almost 30 years, all through our architecture, engineering and construction business for a lot of that time, was part of the foundation of our Construction Technology business as we did some foundational acquisitions there. And now I am kind of leading the way into the operations business for Autodesk, so that next pillar of growth for us. So excited to be here.

Question-and-Answer Session

Tyler Radke
Citigroup Inc., Research Division

Yes. And what is Autodesk Tandem just for folks that may be less familiar with it?

Robert Bray

You can think of Tandem as an operational intelligence platform. Autodesk for years has helped customers design and build things. Tandem is
2026-09-09 16:53 26m ago
2026-09-09 10:29 6h ago
S&P Global: More Simple Yet More Valuable
SPGI S&P Global
FMP Stock News
Original source text
Mobility spin-off has created a simpler and higher value business with 80% of profits from AI-resistant and proprietary "Benchmark" products. High single-digit revenue growth, operating leverage and FCF deployment can compound EPS at mid double digits with a long runway. A rumored CapitalIQ spin would further streamline the company and provide further upside to EPS and multiples, potentially driving a 20% TSR through 2030.
2026-09-09 16:51 28m ago
2026-09-09 10:40 6h ago
Viatris (VTRS) is a Top-Ranked Value Stock: Should You Buy?
VTRS Viatris
FMP Stock News
Original source text
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.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

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.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Viatris (VTRS - Free Report) Viatris, a global healthcare company, was formed in November 2020 through the merger of the erstwhile Mylan and Pfizer’s Upjohn businesses. The company has operations in over 165 countries. Viatris’ portfolio consists of generics (including complex products), globally recognized iconic brands and an expanding portfolio of innovative drugs. 

VTRS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 6.64; value investors should take notice.

Three analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.04 to $2.50 per share. VTRS boasts an average earnings surprise of +10.2%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, VTRS should be on investors' short list.
2026-09-09 16:48 31m ago
2026-09-09 12:40 4h ago
SGC or CTAS: Which Is the Better Value Stock Right Now?
CTAS Cintas
FMP Stock News
Original source text
Investors with an interest in Textile - Apparel stocks have likely encountered both Superior Group (SGC) and Cintas (CTAS). But which of these two companies is the best option for those looking for undervalued stocks?
2026-09-09 16:47 32m ago
2026-09-09 10:36 6h ago
Here's Why Invitation Home (INVH) is Poised for a Turnaround After Losing 5.3% in 4 Weeks
INVH Invitation Homes
FMP Stock News
Original source text
Invitation Home (INVH - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 5.3% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.

We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.

RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.

Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.

So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.

However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.

Why a Trend Reversal is Due for INVHThe RSI reading of 28.99 for INVH is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.

The RSI value is not the only factor that indicates a potential turnaround for the stock in the near term. On the fundamental side, there has been strong agreement among the sell-side analysts covering the stock in raising earnings estimates for the current year. Over the last 30 days, the consensus EPS estimate for INVH has increased 0.3%. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.

Moreover, INVH currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
2026-09-09 16:47 32m ago
2026-09-09 10:57 6h ago
Cardinal Health, Inc. (CAH) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript
CAH Cardinal Health
FMP Stock News
Original source text
Cardinal Health, Inc. (CAH) Presents at Wells Fargo 21st Annual Healthcare Conference Transcript
2026-09-09 16:46 33m ago
2026-09-09 10:47 6h ago
Corning Incorporated (GLW) Presents at Citi's 2026 Global TMT Conference Transcript
GLW Corning
FMP Stock News
Original source text
Corning Incorporated (GLW) Presents at Citi's 2026 Global TMT Conference Transcript
2026-09-09 16:46 33m ago
2026-09-09 11:19 6h ago
Why Corning Stock Keeps Going Up
GLW Corning
FMP Stock News
Original source text
Corning Incorporated (GLW +1.30%) stock scored its fourth straight day of gains Wednesday, rising 2.4% through 11 a.m. ET -- and adding to a surge in price that's put the stock up 18% over the past week.

You can thank Verizon (VZ -2.65%) for that.

Image source: Getty Images.

Verizon + Corning: better together Most of Corning's stock gains came on Tuesday, when Verizon announced it had struck a multi-year, multi-billion-dollar supply agreement to order more than 80 million miles' worth of fiber-optic cable from Corning for its network.

Precisely how many multi-billions of dollars we're talking about here isn't exactly clear. Still, the duration of the supply agreement -- 2027 through 2032 -- means that whatever the number is, you'll want to divide it by five or six to figure out the annual boost to Corning's revenue.

According to data from Discount-Low-Voltage.com, Corning fiber-optic cable is typically priced at about $1 per foot (although some other sources suggest a higher price). Taking $1 per foot as a benchmark, a supply contract for 80 million miles of fiber optics implies a total value of more than $420 billion.

Premium Feature

Moneyball Superscore

86/100

Today's Change

(

1.30

%) $

2.16

Current Price

$

168.12

What it means for Corning stock Even divided by five or six years, that sounds like a lot of money for Corning -- potentially several times more than the company's current annual revenue stream of $20 billion.

While I'd much prefer to see a firm figure for the price Verizon is getting for so much cable before coming to a conclusion, the potential for this contract to become transformative for Corning seems clear.

Even at an apparently pricey valuation of 76.5 times trailing earnings, Corning stock might now be a buy.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Corning. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
2026-09-09 16:46 33m ago
2026-09-09 10:15 7h ago
Countdown to Dave & Buster's (PLAY) Q2 Earnings: Wall Street Forecasts for Key Metrics
PLAY Dave & Buster's
FMP Stock News
Original source text
Wall Street analysts expect Dave & Buster's (PLAY - Free Report) to post quarterly earnings of $0.19 per share in its upcoming report, which indicates a year-over-year decline of 52.5%. Revenues are expected to be $561.26 million, up 0.7% from the year-ago quarter.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

That said, let's delve into the average estimates of some Dave & Buster's metrics that Wall Street analysts commonly model and monitor.

The combined assessment of analysts suggests that 'Entertainment revenues' will likely reach $358.72 million. The estimate points to a change of -1.6% from the year-ago quarter.

The consensus estimate for 'Food and beverage revenues' stands at $202.29 million. The estimate suggests a change of +4.9% year over year.

Analysts' assessment points toward 'Stores Count - End of Period' reaching 249 . Compared to the present estimate, the company reported 237 in the same quarter last year.

View all Key Company Metrics for Dave & Buster's here>>>

Shares of Dave & Buster's have experienced a change of -11.9% in the past month compared to the -0.4% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), PLAY is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
2026-09-09 16:45 34m ago
2026-09-09 10:30 6h ago
Wall Street Analysts Think Lam Research (LRCX) Is a Good Investment: Is It?
LRCX Lam Research
FMP Stock News
Original source text
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Lam Research (LRCX - Free Report) .

Lam Research currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 34 brokerage firms. An ABR of 1.51 approximates between Strong Buy and Buy.

Of the 34 recommendations that derive the current ABR, 23 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 67.7% and 11.8% of all recommendations.

Brokerage Recommendation Trends for LRCX

Check price target & stock forecast for Lam Research here>>>

The ABR suggests buying Lam Research, 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.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

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.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of 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.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

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.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Should You Invest in LRCX?In terms of earnings estimate revisions for Lam Research, the Zacks Consensus Estimate for the current year has increased 0.1% over the past month to $9.33.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar 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 #2 (Buy) for Lam Research. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Lam Research may serve as a useful guide for investors.
2026-09-09 16:45 34m ago
2026-09-09 10:30 6h ago
Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
DELL Dell
FMP Stock News
Original source text
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Let's take a look at what these Wall Street heavyweights have to say about Dell Technologies (DELL - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

Dell Technologies currently has an average brokerage recommendation (ABR) of 1.59, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 27 brokerage firms. An ABR of 1.59 approximates between Strong Buy and Buy.

Of the 27 recommendations that derive the current ABR, 18 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 66.7% and 7.4% of all recommendations.

Brokerage Recommendation Trends for DELL

Check price target & stock forecast for Dell Technologies here>>>

The ABR suggests buying Dell Technologies, 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.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

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.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

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.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

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.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

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.

Is DELL a Good Investment?Looking at the earnings estimate revisions for Dell Technologies, the Zacks Consensus Estimate for the current year has increased 41.5% over the past month to $25.34.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar 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 #1 (Strong Buy) for Dell Technologies. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Dell Technologies may serve as a useful guide for investors.
2026-09-09 16:45 34m ago
2026-09-09 10:51 6h ago
Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term
DELL Dell
FMP Stock News
Original source text
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 research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

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 ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% 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.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Dell Technologies (DELL - Free Report) Dell Technologies is a leading provider of servers, storage and PCs. It offers secure, integrated solutions that extend from the edge to the core to the cloud. Dell’s IT solutions support customers both in traditional infrastructure and multi-cloud environments.

DELL is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Computer and Technology stock. DELL has a Momentum Style Score of A, and shares are up 21.1% over the past four weeks.

For fiscal 2027, eight analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $6.57 to $25.34 per share. DELL boasts an average earnings surprise of +29%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, DELL should be on investors' short list.
2026-09-09 16:45 34m ago
2026-09-09 11:36 5h ago
AI Demand Surges: Dell Refinances Debt Following Massive Sales Forecast Hike
DELL Dell
FMP Stock News
Original source text
Dell Technologies Inc (NYSE:DELL) is using strong artificial intelligence-driven operating momentum to reshape its financing while expanding its data center business and lifting its sales outlook.

• Dell Technologies stock is approaching key resistance levels. Why did DELL hit a new high?

Dell Seeks about $4 Billion from Bond SaleDell is seeking to raise about $4 billion through an investment-grade bond offering as it looks to refinance existing debt.

The company is offering bonds across four tranches with maturities ranging from three to 10 years.

Initial pricing discussions for the longest-dated bonds indicated a premium of as much as 1.4 percentage points over Treasuries, Bloomberg reported on Wednesday.

Dell plans to use the proceeds to repay outstanding notes due in 2026 and for general corporate purposes. The final size of the offering could change depending on investor demand.

Barclays, Bank of America, Citigroup, Goldman Sachs Group, HSBC Holdings, JPMorgan Chase, Toronto-Dominion Bank and Wells Fargo & Co. are managing the transaction.

Dell held $26 billion in long-term debt as of July 31, 2026.

AI Demand Drives Server MomentumDell has benefited from surging demand for artificial intelligence infrastructure, including servers equipped with Nvidia AI chips.

The company is also securing contracts for traditional servers using CPUs, which have regained momentum for workloads such as managing AI agents.

Earlier this month, Dell raised its fiscal-year sales forecast by $25 billion, exceeding analyst expectations.

Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $574.10. Recent analyst moves include:

Citigroup: Buy (Raises target to $600 on Sept. 2) JP Morgan: Overweight (Raises target to $635 on Sept. 2) Melius Research: Buy (Raises target to $735 on Sept. 2) Top ETF Exposure Tortoise AI Infrastructure ETF (NYSE:TCAI): 6.14% Weight GraniteShares 2x Long DELL Daily ETF (NASDAQ:DLLL): 66.65% Weight American Customer Satisfaction ETF (BATS:ACSI): 4.88% Weight Significance: Because DELL carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely trigger automatic buying or selling of the stock.

DELL Price ActionDell Technologies shares were up 2.46% at $546.74 at the time of publication on Wednesday, according to Benzinga Pro data.

Photo Courtesy: Shutterstock.com

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2026-09-09 16:45 34m ago
2026-09-09 12:12 5h ago
Dell stock hits 52-week high as AI demand fuels growth
DELL Dell
FMP Stock News
Original source text
Dell Technologies shares DELL climbed 4.3% in morning trading on Wednesday, reaching $556.85 and a new 52-week high of $562.99, as investors positioned ahead of CEO Michael Dell’s appearance at the Goldman Sachs Communacopia + Technology Conference.

The presentation comes after Dell reported record fiscal second-quarter results and raised its full-year outlook, reinforcing investor focus on its growing artificial intelligence infrastructure business.

Dell reported fiscal 2027 second-quarter revenue of $46.97 billion, representing a 58% increase from a year earlier.

The company also reported $60.9 billion in AI-related orders during the quarter, alongside $16.4 billion in AI revenue and an AI backlog of $95 billion.

The strength of the AI pipeline prompted Dell to raise its full-year guidance.

The company now expects sales growth of 69% and adjusted earnings per share growth of 148%, with adjusted EPS projected at $25.50.

The results triggered a series of analyst upgrades and price-target increases from firms including Morgan Stanley, Goldman Sachs and Citigroup.

Dell’s AI server business has also expanded significantly.

Cumulative AI server revenue has approached $74 billion, roughly three times the level of the previous year.

Meanwhile, Dell’s commercial business continued to grow, with commercial revenue increasing 22% and marking its eighth consecutive quarter of growth.

Evercore raised its price target for Dell to $650 from $575 and maintained the stock as a top pick despite its recent gains.

Analyst Amit Daryanani said Dell could benefit from the emergence of neocloud deployments, increasing enterprise AI adoption and ongoing supply-chain challenges.

He also pointed to potential margin expansion and the company’s capital allocation as additional factors supporting the outlook.

Daryanani said investors may be underestimating the potential impact of changes in the IT hardware market.

He described the sector as approaching a period of de-commoditization that could benefit Dell through both revenue and earnings growth.

Evercore sees potential upside to the current fiscal 2027 consensus earnings estimate of about $25.88 per share.

Its bullish scenario puts earnings above $30, while further AI server growth, higher AI adoption, storage-margin expansion, operating leverage, and additional capital returns could potentially push fiscal 2028 EPS above $40.

Daryanani also outlined a longer-term scenario in which Dell shares could reach $1,000, based on a 25-times earnings multiple and $40 of EPS.

Dell’s AI infrastructure expansion comes as the company continues its transition from a traditional personal-computer maker into a major supplier of computing infrastructure.

The stock has reached multiple 52-week highs as investors have responded to the company’s AI pipeline and backlog. Dell is also scheduled to join the S&P 100 on September 21.

Its inclusion could increase demand from funds and other investment vehicles that track the index, potentially adding another source of investor interest.

The company’s upcoming conference appearance gives investors another opportunity to assess the development of its AI infrastructure pipeline following its strong quarterly results.

With a substantial AI backlog, rising orders and growing server revenue, Dell remains increasingly exposed to the continued expansion of AI computing infrastructure, while analysts continue to debate how much of that growth is already reflected in its valuation.

Ahead of Michael Dell's appearance at the Goldman conference, the stock is likely to remain a closely watched name among traders using trading platforms.
2026-09-09 16:45 34m ago
2026-09-09 10:57 6h ago
Mondelez International, Inc. (MDLZ) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
MDLZ Mondelez
FMP Stock News
Original source text
Mondelez International, Inc. (MDLZ) Barclays 19th Annual Global Consumer Staples Conference September 9, 2026 8:15 AM EDT

Company Participants

Amit Banati - Executive VP & CFO
Luca Zaramella - Executive VP & COO

Conference Call Participants

Andrew Lazar - Barclays Bank PLC, Research Division

Presentation

Andrew Lazar
Barclays Bank PLC, Research Division

Good morning. Welcome back, day 2. I hope everybody is properly hydrated and ready for another long day. But we're really excited to have with us Mondelez International back at our conference. So thanks so much for being here. And with us this morning, we have COO, Luca Zaramella; CFO, Amit Banati. Welcome to you both.

Amit Banati
Executive VP & CFO

Thank you.

Luca Zaramella
Executive VP & COO

Thank you, Andrew.

Question-and-Answer Session

Andrew Lazar
Barclays Bank PLC, Research Division

Maybe we kick it off, Luca, with you. Mondelez has come through a pretty anomalous several years, extreme volatility in cocoa, which also necessitated a few years of sizable consecutive pricing, not to mention a broadly challenging consumer environment, all wrapped up in impacts from Middle East conflicts. While still a very dynamic macro theater, it seems as though perhaps we're getting closer to a more -- now I won't say normal, but maybe more stable operating environment. As you think out towards 2027 and beyond, you've continued to express confidence in the 3% to 5% organic sales algorithm and high single-digit constant currency EPS over time. I guess what gives you the most confidence today that, that algorithm is still intact? And what has changed in the business maybe the past few dynamic years that you think makes the algorithm more durable?

Luca Zaramella
Executive VP & COO

So yes, it has been a few years that have been quite eventful, I would say, but we learned a lot of
2026-09-09 16:45 34m ago
2026-09-09 11:50 5h ago
Vale CFO Sees No Downturn in Iron Ore Prices
VALE Vale
FMP Stock News
Original source text
Vale SA Chief Financial Officer Marcelo Bacci says iron ore is a resilient commodity and says demand is stable. He also says the mining giant may tap the Chinese bond market in the near future.
2026-09-09 16:44 35m ago
2026-09-09 10:47 6h ago
Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
YUM Yum! Brands
FMP Stock News
Original source text
Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
2026-09-09 16:43 36m ago
2026-09-09 11:57 5h ago
Marriott International, Inc. (MAR) Presents at Bank of America Gaming and Lodging Conference 2026 Transcript
MAR Marriott
FMP Stock News
Original source text
Marriott International, Inc. (MAR) Bank of America Gaming and Lodging Conference 2026 September 9, 2026 9:00 AM EDT

Company Participants

Anthony Capuano - President, CEO & Director

Conference Call Participants

Shaun Kelley - BofA Securities, Research Division

Presentation

Shaun Kelley
BofA Securities, Research Division

All right, everybody. Welcome back. We will keep going this morning with -- it's my pleasure to welcome Tony Capuano, President and Chief Executive Officer of Marriott International. Tony?

Anthony Capuano
President, CEO & Director

Thanks for having me. Good to be back.

Shaun Kelley
BofA Securities, Research Division

Thanks for doing this. We've actually got to spend some time together this year, right?

Anthony Capuano
President, CEO & Director

Yes.

Shaun Kelley
BofA Securities, Research Division

I participated in a couple of Marriott events. I was at your Global Growth Summit in Las Vegas. So that's -- so last time we did this together on stage. It was at the O theater at the Bellagio.

Anthony Capuano
President, CEO & Director

That's right.

Shaun Kelley
BofA Securities, Research Division

Which no one tells you is -- on top of water.

Anthony Capuano
President, CEO & Director

Water. That's right.

Shaun Kelley
BofA Securities, Research Division

So how many hours were you up there in a...

Anthony Capuano
President, CEO & Director

A lot. Quite a bit, but amazing venue.

Shaun Kelley
BofA Securities, Research Division

And the key, though, is that they can't drop the temperature a certain degree. Right, because the performers can recognize like a 1 degree temperature difference in the water. So it's got to always be same temperature so not always designed for speakers.

Anthony Capuano
President, CEO & Director

No. But beautiful venue and the team loved having you. So thanks for attending.

Shaun Kelley
BofA Securities, Research Division

It was a great experience.

Question-and-Answer Session

Shaun Kelley
BofA Securities, Research
2026-09-09 16:43 36m ago
2026-09-09 12:13 5h ago
Rivian's Much-Hyped R2 Is About More Than Boosting Sales -- Here's the Hidden Value
RIVN Rivian Automotive
FMP Stock News
Original source text
Investors love to check automakers' quarterly (or otherwise) delivery figures, especially when it comes to young electric vehicle (EV) makers that are surviving amid low volume and scale. Rivian's (RIVN +0.46%) R2 has been long-hyped, and on June 9, 2026, customers finally began receiving their prized ride. However, while Wall Street analysts obsess over delivery charts and the smallest gains or losses, savvy investors know the R2 is about much more than increasing deliveries and revenue for the young EV maker. Here is one big development that's often forgotten.

Rivian robotaxi One of Rivian's underappreciated strengths is its ability to bring in investment from larger companies that see value in Rivian's software technology or vehicles as a service. In this case, Rivian's mass-market R2 was a solid choice for Uber Technologies (UBER -2.38%) to add to its numerous investments for robotaxi joint ventures. Uber will invest up to $1.25 billion in Rivian through 2031, after it meets certain conditions and milestones, and the statement from Uber CEO Dara Khosrowshahi emphasizes Rivian's growing value with its vertical integration.

"We're big believers in Rivian's approach -- designing the vehicle, compute platform, and software stack together, while maintaining end-to-end control of scaled manufacturing and supply in the U.S.," Khosrowshahi said in a press release.

Rivian's R2 will be used by Uber as part of its robotaxi program. Image source: Rivian.

Uber and Rivian expect to deploy 10,000 fully autonomous R2 robotaxis during their joint venture's first phase. San Francisco and Miami are circled in red to host the initial R2 robotaxi deployments in 2028, with the target of entering 25 additional cities by 2031. If all goes well for the joint venture, there's an option for the companies to negotiate the purchase of up to 40,000 additional R2 vehicles beginning in 2030.

Before you brush this aside as not moving the needle, consider that, right now, a big chunk of Tesla's market capitalization and value is driven by its robotaxi potential. Ark Invest, run by Cathie Wood, has Tesla's robotaxi driving between 88% and 90% of the projected future enterprise value in its multiyear models. Bank of America Global Research believes the robotaxi potential drives 52% of Tesla's overall valuation. Even on the lower end, Morningstar estimates robotaxis to drive about 30% of Tesla's valuation.

Premium Feature

Moneyball Superscore

65/100

Today's Change

(

0.46

%) $

0.08

Current Price

$

16.25

What it all means Sure, Rivian's R2 is about opening the door to a much wider market and driving deliveries higher. Beyond that, however, Rivian's R2 is about powering the future opportunities that could generate significantly higher margins than the vehicle sale itself. Under the Uber and Rivian partnership, Uber agreed to pay licensing fees to use Rivian's autonomous driving software. This recurring high-margin revenue stream would be a huge boost to gross profits down the road, and it could help drive its stock price higher in the near term if investors see Rivian's robotaxi isn't all hype.

Bank of America is an advertising partner of Motley Fool Money. Daniel Miller has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.
2026-09-09 16:42 37m ago
2026-09-09 10:38 6h ago
Robinhood CEO says companies can't control how their stock is tokenized as AMC clash escalates
HOOD Robinhood
FMP Stock News
Original source text
watch now

Robinhood CEO Vlad Tenev defended the company's push into tokenized stocks on Wednesday, saying public companies can't control the financial products built around their shares once they go public, after AMC recently slammed Robinhood's tokenization efforts.

Tokenization is the process of issuing digital representations of publicly traded securities, real world assets or any other form of value on a blockchain network. Holders of tokenized assets don't have outright ownership of the assets themselves.

Tenev spoke about Robinhood's tokenization effort as a technology-neutral financial wrapper around publicly traded stocks. Once a company's shares are publicly traded, he told CNBC's "Squawk Box," the shareholder owns transferable property and other financial institutions should be able to create products that reference those shares – without asking the issuer for permission.

"Issuers should have control and do have control over the rights and obligations of the stock that they issue, but that doesn't mean they control everything about it," he said. "In particular, they don't control other companies issuing their own securities that reference those shares."

"Issuer consent depends on what exactly you're doing," he added, "and in the case of Robinhood stock tokens – which are tokenized securities that are issued by a separate entity that are backed by underlying shares – those should not automatically require issuer consent."

The comments come on the heels of AMC CEO Adam Aron's fiery criticism of Robinhood's tokenized stocks, which include tokenized AMC shares. Aron said that the increasingly popular practice of tokenization allows the brokerage to create exposure to AMC stock without the issuing company's involvement, undermining the traditional relationship between companies and their shareholders.

Tenev acknowledged that, unlike an ordinary shareholder, holders of stock tokens don't receive voting rights in the underlying company. The tokens are structured as debt securities backed by the underlying shares, although Tenev also declined to say how Robinhood plans to exercise the voting rights attached to those shares.

When asked whether Robinhood would vote those underlying shares, he said the company "hasn't really announced plans for the voting aspect of that."
2026-09-09 16:42 37m ago
2026-09-09 11:39 5h ago
Robinhood CEO on tokenization: It allows us to distribute access to U.S. stocks globally
HOOD Robinhood
FMP Stock News
Original source text
Last week, AMC Entertainment's boss Adam Aron criticized Robinhood's CEO Vlad Tenev on X, after the platform launched a tokenized version of the theater chain's shares. Tenev joins 'Squawk Box' to discuss.
2026-09-09 16:42 37m ago
2026-09-09 10:50 6h ago
Why Trimble Navigation (TRMB) is a Top Momentum Stock for the Long-Term
TRMB Trimble
FMP Stock News
Original source text
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium 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.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

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.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Trimble Navigation (TRMB - Free Report) Based in Westminster, Colorado, Trimble is a leading technology solutions provider that addresses the needs of building, civil and infrastructure construction, geospatial, survey and mapping, natural resources, utilities, transportation, and government end-markets. Asset owners, general and specialty contractors, engineers and designers, surveyors, energy and utility companies, trucking companies and drivers, as well as state, federal, and municipal governments are Trimble’s primary customers.

TRMB is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Industrial Products stock. TRMB has a Momentum Style Score of A, and shares are up 1.4% over the past four weeks.

Five analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.10 to $3.66 per share. TRMB also boasts an average earnings surprise of +8.5%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TRMB should be on investors' short list.
2026-09-09 16:42 37m ago
2026-09-09 10:40 6h ago
Here's Why PBF Energy (PBF) is a Strong Value Stock
PBF PBF Energy
FMP Stock News
Original source text
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 research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% 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.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: PBF Energy (PBF - Free Report) PBF Energy Inc. is a leading independent refiner of crude oil based in Parsippany, New Jersey. Through six oil refineries and associated infrastructure in the United States, the company produces unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants and other petroleum products. The refineries can collectively process about 1,000,000 barrels of crude oil per day.

PBF is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 4.88; value investors should take notice.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $6.23 to $15.74 per share. PBF boasts an average earnings surprise of +123.4%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, PBF should be on investors' short list.
2026-09-09 16:42 37m ago
2026-09-09 12:18 5h ago
CME Group names Jack Tobin as CFO
CME CME Group
FMP Stock News
Original source text
CME Group (CME.O) named insider Jack Tobin as chief ​financial officer on Wednesday, succeeding Lynne Fitzpatrick, ‌who is set to become the derivatives exchange's first female CEO.

Tobin, who has been CME's chief accounting ​officer since 2015, will become deputy ​CFO in November and assume the position ⁠of finance chief in March 2027, when Fitzpatrick ​takes on the new role.

CME had in June ​announced that its longtime leader Terry Duffy plans to step down and make way for Fitzpatrick.

The leadership transition comes ​as traditional derivatives exchanges look beyond their ​core businesses while facing rising competition from perpetual futures, ‌or "perps", ⁠and fast-growing prediction markets.

Tobin, who joined CME in 2002, has more than 35 years of financial experience. Prior to this, he was the ​director of ​finance at ⁠the Chicago Board of Trade. He has also worked as a principal ​consultant at PricewaterhouseCoopers.

CME completed its merger with ​CBOT ⁠in 2007. Its shares have gained more than 1% this year through last close.

Matthew Render, who ⁠joined ​CME as deputy chief accounting ​officer in August, will succeed Tobin.
2026-09-09 16:41 38m ago
2026-09-09 11:00 6h ago
Keysight to Demonstrate End-to-End Solutions for Scaling AI Infrastructure at ECOC 2026
KEYS Keysight Technologies
FMP Stock News
Original source text
SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight (NYSE: KEYS):

What: At ECOC 2026, Keysight Technologies will demonstrate solutions that help engineers design, characterize, validate, benchmark, and scale the high-speed optical and AI infrastructure required for next-generation data centers. Highlights will span photonic design and characterization, AI infrastructure and interconnect validation, next-generation optical research, 1.6T optical validation and production test.

When: September 21–23, 2026

Where: Keysight booth #1154, FYCMA, Málaga, Spain

More information: Keysight at ECOC

Keysight experts will showcase solutions to:

Accelerate photonic design and characterization: Connect photonic simulation with automated PIC test and 220 GHz characterization to bridge the gap between design, validation, and high-volume manufacturing. Advance next-generation optical links: Explore 3.2T optical research and 1.6T transmitter and receiver validation to reduce design uncertainty and accelerate optical link development. Validate AI infrastructure: Validate high-speed AI and data center interconnects, benchmark AI fabric performance, emulate real-world workloads, and test AI transport and inference at scale. Scale 1.6T production: Combine high-speed optical measurement with automated interconnect validation to minimize test time, optimize yield, and accelerate production ramps. Explore AI-enabled test automation: See how AI and intelligent automation simplify photonics test development, troubleshooting, and data analysis. About Keysight Technologies

Keysight (NYSE: KEYS) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full life cycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com.

More News From Keysight Technologies, Inc.
2026-09-09 16:41 38m ago
2026-09-09 10:45 6h ago
Zscaler Stock Lags Industry Returns in Six Months: Time to Exit?
ZS Zscaler
FMP Stock News
Original source text
Key Takeaways Zscaler shares fell 0.6% in six months as major cybersecurity peers posted gains above 87%.Zscaler expects fiscal 2027 revenue and ARR growth of roughly 17%, down from 25% in fiscal 2026.Capital spending may reach the low teens of revenues in FY27, with free cash flow margins near 23%-23.5%. Zscaler, Inc. (ZS - Free Report) has struggled to keep pace with the broader cybersecurity sector. The stock has fallen 0.6% over the past six months, while the broader Zacks Security industry has gained 84.8%.

The performance gap becomes even more striking when compared with major peers, including Palo Alto Networks, Inc. (PANW - Free Report) , CrowdStrike Holdings, Inc. (CRWD - Free Report) and Fortinet, Inc. (FTNT - Free Report) . Palo Alto Networks, CrowdStrike and Fortinet have surged 103.5%, 93.4% and 87.3%, respectively, during the same period.

Zscaler 6-Month Price Return Performance
Image Source: Zacks Investment Research

This raises an important question for investors: Is Zscaler simply being overlooked, or is the weak stock performance signaling deeper problems

The numbers suggest the latter may be the bigger concern.

Zscaler’s Growth Story Is Losing MomentumZscaler's biggest problem is no longer its position in the cybersecurity market. It is the pace at which the business is growing.

For years, Zscaler was known for delivering revenue growth above 40%. That growth rate has steadily declined. In the fourth quarter of fiscal 2026 and for the full fiscal year, revenues increased 25% year over year. Annual recurring revenues (ARR) also rose 25% to $3.77 billion at the end of the fourth quarter.

While 25% growth is still respectable, it is a major slowdown for a company once viewed as one of the fastest-growing cybersecurity stocks.

ZS expects growth to weaken further in fiscal 2027. Zscaler is projecting roughly 17% growth in both revenues and ARR. Management has pointed to several reasons for the weaker outlook, including changes in sales leadership and execution uncertainties surrounding new product integrations.

The Zacks Consensus Estimate for fiscal 2027 revenue growth is in line with management’s guidance and points to another slowdown in fiscal 2028, with revenues expected to increase only 15.7%.

Zscaler Sales Estimates
Image Source: Zacks Investment Research

ZS’ Rising Spending Is Another Major ConcernZscaler is also spending more to support its long-term growth plans. The rapid adoption of artificial intelligence (AI) is creating new opportunities for cybersecurity companies. However, AI workloads also require more computing, memory, storage and networking capacity. Rising infrastructure costs are putting additional pressure on Zscaler's spending.

Capital expenditures accounted for 8.3% of fiscal 2026 revenues, up from 6.1% in fiscal 2025. Management expects capital spending to remain elevated in fiscal 2027 and potentially reach the low-teens percentage of revenues.

Higher investment can be justified when it leads to faster growth. The problem for Zscaler is that spending is rising, while revenue and ARR growth are expected to slow.

Free cash flow also reflects this pressure. Zscaler's free cash flow margin declined to 23% in fiscal 2026 from 27% in fiscal 2025. Management expects the margin to remain around 23%-23.5% in fiscal 2027.

Macroeconomic uncertainty, tariffs and geopolitical tensions add to the near-term risks. These factors could keep customers cautious about technology spending and make it harder for Zscaler to regain its previous growth rate.

Zscaler’s Cheap Valuation Could Be a TrapZscaler looks cheap compared with other cybersecurity stocks. The company currently trades at around 6.63 times forward 12-month sales, well below the 17.05 times for the broader Zacks Security industry.

Zscaler Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The discount is even more noticeable compared with major cybersecurity peers like Fortinet, Palo Alto Networks and CrowdStrike. Fortinet trades at 13.19 times forward 12-month sales, Palo Alto Networks at 19.16 times and CrowdStrike at 31.63 times.

At first glance, this valuation gap looks like a bargain for a high-quality cybersecurity stock.

However, a low valuation does not automatically make a stock attractive. Investors often pay higher multiples for companies that can deliver stronger and more consistent growth. But Zscaler's growth continues to slow, which justifies its low valuation.

In other words, ZS stock is cheap because investors are already pricing in a weaker growth outlook.

Final Thoughts: Exit ZS Stock for NowZscaler remains a major cybersecurity company with significant long-term opportunities, particularly as AI and cloud adoption create new security challenges. However, the stock's current investment case is difficult to defend.

The company is facing slowing revenue and ARR growth, rising capital spending and weaker free-cash-flow margins. At the same time, Palo Alto Networks, CrowdStrike and Fortinet are delivering much stronger stock returns.

Zscaler’s discounted valuation is attractive on the surface, but it is not enough to offset the deterioration in growth. It is wise to exit Zscaler stock for now and wait for clearer evidence that growth is stabilizing.

Zscaler currently carries a Zacks Rank #5 (Strong Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-09-09 16:41 38m ago
2026-09-09 11:28 5h ago
Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%
ZS Zscaler
FMP Stock News
Original source text
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

Shares of Cloudflare (NYSE:NET | NET Price Prediction) are ripping higher in Wednesday morning trading on a security tie-in with privately held OpenAI that investors are treating as a marquee validation of the company’s agentic-AI positioning. Cloudflare stock is up 9% to $308.52, extending the year-to-date gain to 56%. The size of the move relative to NET stock’s peers makes this a single-name repricing rather than a broad cybersecurity bid.

Zscaler (NASDAQ:ZS) is participating on a smaller scale, likely on the read-across from its own established OpenAI relationship through the DayBreak project and prior work with Anthropic. Zscaler stock is up 3% to $166.48, adding a bid to a name that had been under pressure heading into today.

Cloudflare’s Q2 FY2026 report already flagged the theme, with revenue of $696.1 million, up 36% year over year, and non-GAAP EPS of $0.29 against the $0.27 consensus. CEO Matthew Prince framed the company as sitting at the center of a “fundamental rewrite of the Internet for machine-to-machine traffic,” and the OpenAI service gives that pitch a concrete artifact investors can point to.

OpenAI Daybreak Partnership Fuels the Bid On September 3, Cloudflare announced a context-aware vulnerability discovery and remediation service delivered through Cloudflare Managed Defense and built on OpenAI’s Daybreak cyber models. The service identifies high-risk software vulnerabilities, blocks attacks at the network edge, and generates code patches, though no financial terms accompany the partnership.

The announcement lands several sessions before today’s move, so this reads as investor conviction building around an existing launch rather than breaking news. Momentum and late recognition are doing part of the work, and Prince stated on the Q2 FY2026 call that “the number one thing that’s causing our phone to ring from big companies is them saying, listen, we know we have to do AI, but we need to do it more securely,” a positioning the OpenAI service now anchors with a shippable product.

Sector Peers Sit Out the Rally The gap between Cloudflare and the rest of the group is the real story. CrowdStrike (NASDAQ:CRWD) stock is down 0.5% to $209.04, while Palo Alto Networks (NASDAQ:PANW) stock is down 0.85% to $334.13. Both companies have well-developed AI-security stories of their own that aren’t catching today’s bid.

For sector framing, the First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 0.4% to $94.41, a muted gain that underscores how concentrated today’s flow is in Cloudflare. Furthermore, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.54% to $714.46. The CIBR ETF holds all four of today’s featured stocks, with Palo Alto and CrowdStrike as its heaviest cybersecurity weights and Cloudflare and Zscaler as smaller positions.

On the CrowdStrike Q2 FY2027 call, CEO George Kurtz stated that AIDR “can be bigger than the EDR business” given the volume of AI agents each employee will run, and net new ARR of $332.8 million grew 51% year over year. Palo Alto CEO Nikesh Arora called AI “a long-term tailwind for cybersecurity” on the Q4 FY2026 call after adding nearly $1 billion in net new next-generation security ARR in a single quarter. The absence of a sympathy move in either name reinforces the read that investors are paying for Cloudflare’s specific OpenAI positioning rather than a sector re-rate.

What to Watch Insider filings show recent share disposals from Cloudflare President and Co-Chair Michelle Zatlyn, CEO Matthew Prince, and CFO Thomas Seifert dated August 15, with additional Zatlyn dispositions running through August 21. The recurring monthly cadence points to scheduled trading plans rather than reactive selling, worth naming since a headline about a large insider sale can otherwise land the wrong way.

Investors can watch for whether Cloudflare stock holds above $300 as the session progresses, and whether the OpenAI narrative eventually pulls in secondary names beyond Zscaler. The company’s next scheduled data point is Q3 2026 results, with prior guidance calling for revenue of $736 million to $737 million and diluted net income per share of $0.34. Position sizing on one’s NET stock exposure here should reflect that today’s move is momentum-led rather than tied to newly disclosed financial terms.

Contact [email protected] for any questions or corrections.
2026-09-09 16:38 41m ago
2026-09-09 11:48 5h ago
Rocket Lab: The Market Is Still Wrong About It
RKLB Rocket Lab USA
FMP Stock News
Original source text
10.66K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RKLB over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-09-09 16:38 41m ago
2026-09-09 12:31 4h ago
Rocket Lab Corporation (RKLB) Down 17.7% Since Last Earnings Report: Can It Rebound?
RKLB Rocket Lab USA
FMP Stock News
Original source text
It has been about a month since the last earnings report for Rocket Lab Corporation (RKLB - Free Report) . Shares have lost about 17.7% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Rocket Lab Corporation due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Rocket Lab Corporation before we dive into how investors and analysts have reacted as of late.

RKLB’s Q2 Loss Narrower Than Expected, Revenues Increase Y/Y

Rocket Lab delivered a narrower-than-expected second-quarter 2026 loss, supported by better-than-expected profitability. The company reported a loss of six cents per share compared with the Zacks Consensus Estimate of a loss of seven cents, delivering a 14.3% earnings surprise.

RKLB’s RevenuesQuarterly revenues totaled $234.1 million, which surpassed the Zacks Consensus Estimate of $232 million by 1.1%. Sales rose 62% year over year, reflecting continued momentum across the business. Notably, Rocket Lab ended the quarter with record contracted demand, with backlog reaching $2.36 billion, up 137% year over year.

RKLB’s Segment Mix Drives Solid Gross ProfitabilityRocket Lab generated $181.3 million in product revenues and $52.7 million in service revenues in the quarter. The company reported GAAP gross margin of 36.1% and non-GAAP gross margin of 41.5%, both above its prior guidance ranges.

Space Systems revenues amounted to $189.5 million, up 94% year over year, driven primarily by spacecraft manufacturing growth and acquisitions. Launch Services revenues totaled $44.6 million, down 4% year over year, mainly due to revenue-recognition timing related to HASTE missions.

RKLB’s Expenses Reflect Neutron Investment and One-Time ItemsOperating expenses totaled $142.1 million, with research and development expenses of $82.4 million and selling, general and administrative expenses of $59.7 million. R&D expenses rose 25% year over year, primarily due to Neutron development, incremental spending at recently acquired businesses, higher staffing costs and spacecraft-related prototype work. SG&A expenses increased 50%, reflecting acquisition-related spending, additional staff to support revenue growth and transaction expenses tied to the company’s acquisition pipeline.

The company continued to invest in Neutron development and production scaling. Management also highlighted a shift in spending from R&D toward flight inventory as Neutron moves closer to its first launch, while production-related headcount increased during the quarter.

Rocket Lab’s Liquidity UpdateRocket Lab ended the quarter with approximately $2.13 billion in cash and cash equivalents. Including restricted cash and marketable securities, total liquidity was roughly $2.4 billion, reflecting a substantial sequential increase in financial flexibility.

The increase was driven largely by $1.08 billion of proceeds from at-the-market equity issuance during the quarter before the program was terminated. The company intends to use its liquidity to support acquisitions, including the pending Iridium transaction, as well as Neutron development, working capital and other corporate investments.

RKLB’s Q3 OutlookFor the third quarter of 2026, Rocket Lab expects revenues to be between $250 million and $265 million. The company expects GAAP gross margin of 29-31% and non-GAAP gross margin of 35-37%, reflecting an expected shift in the Space Systems revenue mix.

GAAP operating expenses are expected between $143 million and $149 million, while non-GAAP operating expenses are projected in the band of $121-$127 million. Rocket Lab also anticipates an adjusted EBITDA loss of $17-$23 million and net interest income of $21 million, supported by higher cash balances. Management expects negative non-GAAP free cash flow to remain elevated due to continued Neutron development and production scaling.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 21.43% due to these changes.

VGM ScoresAt this time, Rocket Lab Corporation has a poor Growth Score of F, however its Momentum Score is doing a bit better with a D. Charting a somewhat similar path, the stock has a grade of F on the value side, putting it in the lowest quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Rocket Lab Corporation has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
2026-09-09 16:33 46m ago
2026-09-09 10:50 6h ago
Rates Up, REITs Down! Exploring The Ten Year Treasury's Relationship With Net Lease REITs
ADC Agree Realty Corp
FMP Stock News
Original source text
4.57K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ADC, O, EPRT, NNN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-09-09 16:33 46m ago
2026-09-09 11:28 5h ago
2 Higher Yield Plays With Decent Valuations To Consider
NNN National Retail Properties
FMP Stock News
Original source text
Dividend investors can often be grouped between high-yield investors and dividend growth investors. Today, I'm looking at the higher-yielding income-focused investor and providing two potential opportunities. One of these names also gets to deliver a higher relative yield but has over 35 years of consecutive dividend raises under its belt as well, a blend of both.
2026-09-09 16:33 46m ago
2026-09-09 11:00 6h ago
Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm Encourages DICK's Sporting Goods, Inc. (DKS) Shareholders To Inquire About Securities Fraud Class Action
DKS Dick's Sporting Goods
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, announces that a securities fraud class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired DICK’s Sporting Goods, Inc. (“DICK’s” or the “Company”) (NASDAQ: DKS) securities between September 8, 2025 and August 24, 2026, inclusive (the “Class Period”). DICK’s Sporting Goods, Inc. investors have until November 3, 2026 to file a lead plaintiff motion.

IF YOU SUFFERED A LOSS ON YOUR DICK’S SPORTING GOODS, INC. (DKS) INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS

What Happened?

On August 25, 2026, Dick’s reported second-quarter 2026 results, including revenue of $1.73 billion from Foot Locker, falling well short of analysts’ estimates of $1.81 billion. Additionally, Dick’s reduced its net sales guidance for full-year 2026 to a range between $21.9 billion to $22.2 billion (down from $22.1 billion to $22.4 billion), and disclosed that it expected Foot Locker’s proforma comparable sales to yield a range of negative 2.0% to 0.0% for the year—down from Dick’s prior forecast of 1.5% to 3% growth.

In the related press release, Dick’s Executive Chairman of the Board of Directors Edward W. Stack disclosed that the athletic footwear marketplace had become “increasingly promotional,” which significantly impacted the Foot Locker business because of its “greater exposure to legacy footwear” and “dependence on footwear launch and retro product.”

On this news, Dick’s Sporting Goods, Inc. stock price fell $55.02 or 30.68%, to close at $124.31 on August 25, 2026, thereby injuring investors.

What Is The Lawsuit About?

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Dicks cleanup efforts concerning Foot Lockers inventory were not complete, and, in fact, Foot Locker remained saddled with unproductive and stagnant legacy footwear; (2) Foot Locker heavily relied on legacy footwear products that were particularly vulnerable to intensifying promotional pressures across the athletic footwear industry; (3) in turn, Dicks was significantly exposed to an industry-wide environment of excess inventory and resulting promotional activity; (4) accordingly, Dicks was unable to achieve the sales growth, margins, and profits it touted to investors; and (5) as a result of the above, Defendants positive statements about the Company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

If you purchased or otherwise acquired DICK’s Sporting Goods, Inc. securities between September 8, 2025 and August 24, 2026, you may move the Court no later than November 3, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.

Contact Us To Participate or Learn More:

If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:

Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

If you inquire by email, please include your mailing address, telephone number and number of shares purchased.

To be a member of the Class you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the Class.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
2026-09-09 16:33 46m ago
2026-09-09 12:00 5h ago
Bronstein, Gewirtz & Grossman LLC Urges DICK'S Sporting Goods, Inc. Investors to Act: Class Action Filed Alleging Investor Harm
DKS Dick's Sporting Goods
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - September 9, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against DICK'S Sporting Goods, Inc. (NYSE: DKS) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired DICK'S securities between September 8, 2025 and August 24, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/cases/dicks-sporting-goods-inc-dks-class_action_lawsuit.

DICK'S Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

following Dick's acquisition of Foot Locker, the Foot Locker business was experiencing stagnant inventory; these inventory problems adversely affected the Company's ability to achieve its sales-growth and profitability targets; accordingly, the Company's business and financial prospects were materially weaker than Defendants represented; and as a result, Defendants' positive statements concerning the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis.What's Next for DICK'S Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/dicks-sporting-goods-inc-dks-class_action_lawsuit, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in DICK'S you have until November 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to DICK'S Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for DICK'S Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com.

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313251

Source: Bronstein, Gewirtz & Grossman, LLC

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2026-09-09 16:33 46m ago
2026-09-09 12:06 5h ago
Law Offices of Frank R. Cruz Encourages DICK's Sporting Goods, Inc. (DKS) Shareholders To Inquire About Securities Fraud Class Action
DKS Dick's Sporting Goods
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--Law Offices of Frank R. Cruz Encourages DICK's Sporting Goods, Inc. (DKS) Shareholders To Inquire About Securities Fraud Class Action.