Live financial news intelligence

Track market-moving stories before they get noisy

Real-time pulse of financial headlines curated from 5 premium feeds.

Latest market signal Czech
Coverage 240,444 Raw stories ingested 36,563 rewritten in CS_CZ • 0 to rewrite (last 7 days).
Agents 7 waiting Pipeline agents
  • FMP Stock News Fetch every minute 29s ago
  • FMP Forex News Fetch every 5 min 2m ago
  • CoinGecko News Fetch every 5 min 2m ago
  • FIO Stock News Fetch every 10 min 4m ago
  • Patria Stock News Fetch every 10 min 4m ago
  • Editorial rewrite Rewrite every minute 29s ago
  • Asset sync Assets every 1 hour 41m ago

Latest coverage

Market News Feed

Scan headlines quickly, then expand any story for source context.

View
Language
Relevance
Details Date Content Source Relevance
2026-10-21 16:31 4d ago
2026-10-21 11:06 4d ago
V.F. má díky ukazateli ESP překonat odhady zisku
VFC VF
FMP Stock News 82
Original source text
The market expects V.F. (VFC - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis maker of brands such as Vans, North Face and Timberland is expected to post quarterly earnings of $0.51 per share in its upcoming report, which represents a year-over-year change of -1.9%.

Revenues are expected to be $2.69 billion, down 3.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.92% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for V.F.?For V.F., the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +5.52%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that V.F. will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that V.F. would post a loss of$0.22 per share when it actually produced a loss of -$0.27, delivering a surprise of -22.73%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

V.F. appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 16:29 4d ago
2026-10-21 11:31 4d ago
Biogen zveřejní výsledky třetího čtvrtletí 28. října
BIIB Biogen
FMP Stock News 90
Original source text
SummaryBiogen is rated Hold ahead of Q3 2026 earnings, with cautious optimism due to pipeline catalysts and improving growth portfolio performance.MS franchise and Alzheimer's therapies face patent expiries, competition, and limited efficacy, pressuring BIIB to deliver new blockbuster products.Growth hinges on pipeline readouts, especially litifilimab in SLE, while subQ Leqembi, Spinraza high dose, Syfovre, and Empaveli are key near-term revenue drivers.Valuation remains reasonable (P/E ~19x, P/S ~3.5x), but sustained upside depends on successful launches and positive late-stage data.Looking for more investing ideas like this one? Get them exclusively at Haggerston BioHealth. Learn More » spawns/iStock via Getty Images

Investment Overview The pharma company Biogen (BIIB) is set to report its Q3 2026 earnings on 28th October - analysts are expecting the company to report revenues of ~$2.63bn, normalized earnings per share ("EPS") of $1.98, and GAAP EPS

15.23K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-10-21 16:25 4d ago
2026-10-21 13:50 4d ago
Meritz Securities spolupracuje s Optimism na tokenizovaných aktivech
OP Optimism
CoinGecko News 92
Original source text
What was announcedMeritz Securities has signed a memorandum of understanding (MoU) with The Optimism Foundation ("Optimism") to cooperate on the tokenized financial asset business.

The two sides will examine structures for the issuance, settlement and distribution of tokenized financial assets using OP Stack-based networks, including OP Mainnet. The subject of this cooperation is a business model that uses the public Layer 2 as the distribution and settlement infrastructure for tokenized financial assets.

“The significance of this agreement is that it examines the role a securities firm can play as tokenized financial assets are distributed and settled on a public Layer 2. We will review ways to cooperate with Optimism, putting investor protection and consistency with the regulatory framework first.”Meritz Securities representativeWhat Meritz is focused onWithin the scope of applicable laws and its securities business license, Meritz Securities will examine ways it could take part in the supply and distribution of tokenized financial products backed by domestic assets. Meritz Securities plans to review the detailed scope of cooperation under the agreement, taking into account the ongoing development of Korea's security token regulatory framework and current market conditions.

“We're excited about the ongoing growth of our work in Korea, and glad to welcome Meritz Securities to the OP Stack as they begin exploring tokenization. What makes it interesting is what happens when issuance and settlement sit on the same open network instead of in separate systems. Meritz is starting with a practical question, which is what role a securities firm plays in that, and we look forward to exploring it with them.”Jing WangCEO and Co-Founder, OP LabsAbout OP MainnetOP Mainnet is built on the OP Stack, the open-source, MIT-licensed technology stewarded by The Optimism Foundation. More than 50 production chains run on the OP Stack, and they averaged more than 900 million transactions a month from January through September 2026.

Meritz Securities is a leading Korean comprehensive financial investment company with standalone shareholders' equity of KRW 8.35 trillion as of June 2026, with strengths in investment banking and expanding wealth management and digital financial services. Meritz Securities is currently exploring a range of digital asset-related business opportunities in preparation for the integration of digital assets into the regulated financial system, including spot ETFs, fractional investment and security tokens, trading platforms, and KRW-denominated stablecoins.

About OptimismThe Optimism Foundation is building toward a world of a million chains, all settling to Ethereum. The OP Stack is the open-source, MIT-licensed foundation that gets us there: the shared infrastructure beneath more than 50 production chains, the home of OP Mainnet, and the technology behind OP Enterprise. Exchanges and institutions are already building on it, from xStocks' tokenized equities on OP Mainnet to Korean securities firms exploring tokenization on the OP Stack, including KB Securities, DB Securities, and Meritz Securities, to the DeFi and consumer applications spanning the broader ecosystem. In the first nine months of 2026 alone, OP Stack chains settled $35 trillion in stablecoin transfer volume. OP Labs is the core service provider for The Optimism Foundation.
2026-10-21 16:24 4d ago
2026-10-21 10:01 4d ago
Wix.com má Zacks Rank 3 a stabilní odhady EPS
WIX Wix
FMP Stock News 72
Original source text
Wix.com (WIX - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this cloud-based web development company have returned -1.3% over the past month versus the Zacks S&P 500 composite's +0.7% change. The Zacks Computers - IT Services industry, to which Wix.com belongs, has gained 7.4% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Wix.com is expected to post earnings of $1.32 per share, indicating a change of -21.4% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The consensus earnings estimate of $4.28 for the current fiscal year indicates a year-over-year change of -41.5%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $6.83 indicates a change of +59.7% from what Wix.com is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Wix.com is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Wix.com, the consensus sales estimate for the current quarter of $566.94 million indicates a year-over-year change of +12.2%. For the current and next fiscal years, $2.26 billion and $2.51 billion estimates indicate +13.3% and +11.3% changes, respectively.

Last Reported Results and Surprise HistoryWix.com reported revenues of $563.06 million in the last reported quarter, representing a year-over-year change of +14.9%. EPS of $1.39 for the same period compares with $2.28 a year ago.

Compared to the Zacks Consensus Estimate of $554.41 million, the reported revenues represent a surprise of +1.56%. The EPS surprise was +23.01%.

Over the last four quarters, Wix.com surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Wix.com is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Wix.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
2026-10-21 16:24 4d ago
2026-10-21 10:11 4d ago
FuelCell Energy čelí žalobě po propadu akcií FCEL
FCEL Fuelcell
FMP Stock News 78
Original source text
Institutional holders of FuelCell Energy are being notified that a securities class action alleges the Company did not disclose that its manufacturing capacity was inadequate to produce at the rate required under its Fit Energy purchase agreement, leaving per-unit product costs above contractual pricing.

, /PRNewswire/ -- Levi & Korsinsky, LLP notifies institutional investors in FuelCell Energy, Inc. (NASDAQ: FCEL) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between June 24, 2026 and September 1, 2026. Request an institutional investor loss assessment. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

FCEL shares declined 15.69%, or $2.68 per share, in a single session on September 2, 2026, on unusually heavy trading volume. For a fund holding 500,000 shares, that one-day repricing corresponds to roughly $1.34 million of position value. Those wishing to serve as lead plaintiff must act by November 10, 2026.

Notice to Institutional Holders

The pleading asserts that FuelCell's public statements during the Class Period did not disclose that its manufacturing capacity was inadequate to generate the production rate required under the capital equipment purchase agreement with Fit Energy USA LP. As averred, the resulting shortfall drove higher product costs and manufacturing overhead and made contract-related charges reasonably likely, conditions the complaint charges were a known trend affecting profitability.

ERISA and Fiduciary Considerations

Pension plans, endowments, and asset managers that accumulated FCEL positions during the Class Period may wish to document the effect of the alleged misstatements on their holdings. Fiduciaries frequently treat evaluation of securities litigation claims as part of ordinary plan asset administration rather than as discretionary litigation activity.

Fiduciary Obligations and Recovery Options

Funds that purchased FCEL between June 24, 2026 and September 1, 2026 may hold claims regardless of whether the shares are still held. ERISA and public pension fiduciaries are generally expected to identify, document, and assess portfolio losses arising from alleged securities violations. Lead plaintiff appointment provides direct oversight of counsel selection, litigation strategy, and settlement decisions. Courts typically favor the movant with the largest documented financial interest that also satisfies adequacy and typicality requirements. Absent class members retain the ability to participate in any eventual recovery without seeking appointment. A loss assessment can be prepared from trade blotters or custodian records at no cost to the institution. "Institutional investors play a critical role in securities class actions, particularly where the alleged omissions concern production capacity and cost absorption that sophisticated holders price directly into their models. The allegations here concern information that a fiduciary would ordinarily consider material to a FuelCell position." -- Joseph E. Levi, Esq.

Contact us to learn more about institutional recovery options or call (212) 363-7500.

INSTITUTIONAL INVESTOR REPRESENTATION — Levi & Korsinsky, LLP provides sophisticated counsel to institutional investors evaluating lead plaintiff opportunities. The firm has recovered hundreds of millions of dollars. Ranked among ISS Top 50 for seven consecutive years.

Frequently Asked Questions About the FCEL Lawsuit

Q: When did FuelCell Energy allegedly mislead investors? A: The Class Period runs from June 24, 2026 to September 1, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.

Q: What court was the FCEL class action filed in? A: The case was filed in the United States District Court for the Southern District of New York, governed by the Private Securities Litigation Reform Act of 1995.

Q: Who are the defendants named in the FCEL lawsuit? A: The complaint names FuelCell Energy, Inc. and individual defendants including senior executives, CEO Jason B. Few and CFO Michael S. Bishop.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What do FCEL investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.

Q: What if I already sold my FCEL shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP
2026-10-21 16:23 4d ago
2026-10-21 11:06 4d ago
Workday koupí C1.ai pro správu identit AI agentů
WDAY Workday
FMP Stock News 90
Original source text
Key Takeaways WDAY's C1.ai buyout aims to enhance identity governance and secure access for AI agents across enterprises.C1.ai's technology could automate access permissions, reduce administrative workloads and boost compliance.Workday's 11,500-plus customers offer AI growth potential, though integration costs poses a challenge.
Workday, Inc. (WDAY - Free Report) has announced a definitive agreement to acquire C1.ai, an agentic identity platform, to strengthen its artificial intelligence (AI)-driven enterprise offerings. The acquisition is expected to enhance Workday's ability to manage identity governance and access permissions for employees and AI agents across enterprise applications.

The transaction is expected to close in the fourth quarter of fiscal 2027, subject to customary closing conditions. The move underscores Workday's strategy to expand beyond traditional human capital management and financial applications into secure AI-powered enterprise operations.

How Will C1.ai Enhance Workday's AI Capabilities?C1.ai's platform connects with enterprise systems, including customer relationship management applications, email, code repositories, financial systems and cloud infrastructure. Its technology enables organizations to automatically grant, modify and revoke access permissions as employees join, change roles or leave.

Integrating these capabilities with Workday's existing platform could streamline identity management, reduce manual administrative processes and strengthen security compliance. The acquisition is particularly relevant as enterprises increasingly deploy autonomous AI agents that require controlled access to sensitive business applications.

According to research cited by Workday, 95% of large U.S. companies already operate autonomous agents, while only 21% of organizations report having mature governance capabilities for these systems. This gap highlights a potentially significant market opportunity for Workday's expanded identity governance offerings.

The acquisition will also complement Workday's Agent System of Record, which provides centralized visibility and management of AI agents. C1.ai's capabilities could extend this functionality by governing what individual agents can access across Workday and third-party enterprise systems.

Acquisition Supports Workday's Long-Term Growth StrategyThe transaction aligns with Workday's broader investments in agentic AI, including its Sana platform, Autopilot Agents and Trusted Agent Platform. Combining identity governance with enterprise workflows could strengthen Workday's competitive differentiation and encourage deeper customer adoption.

Workday serves more than 11,500 organizations globally, including more than 65% of Fortune 500 companies. This established customer base offers opportunities to expand adoption of its AI and identity governance solutions, potentially supporting customer retention and long-term subscription revenue growth.

However, integrating C1.ai's technology into Workday's platform could entail additional expenses and operational complexities. The company must also demonstrate that these capabilities translate into commercial adoption amid competition in enterprise AI and identity security. Workday faces intense competition from Oracle Corporation (ORCL - Free Report) , Automatic Data Processing, Inc. (ADP - Free Report) and Paycom Software, Inc. (PAYC - Free Report) , which further limits its growth potential.

Overall, the proposed acquisition strengthens Workday's positioning in the evolving agentic AI ecosystem. Successful integration could strengthen its enterprise software value proposition and support sustainable long-term growth.
2026-10-21 16:21 4d ago
2026-10-21 10:17 4d ago
Toyota má mezi automobilkami nejnižší zásobu vozů
TM Toyota
FMP Stock News 88
Original source text
Toyota dealers are running out of cars while competitors sit on months of unsold inventory, and the reasons behind this gap reveal just how dramatically the auto industry's pecking order has shifted.

According to Cox Automotive, Toyota (NYSE: TM | TM Price Prediction) has only a 35-day supply of inventory, the lowest among all car brands… People can’t buy a RAV4 Hybrid today. “It is really unusual to see cars fly off the dealers’ lots like this,” Jessica Caldwell, head of product insight at Edmunds, told CNBC.

To get a sense of how hot Toyota cars are now, the average days of supply across the industry in the US is 82 days. Toyota’s luxury brand, Lexus, ranks second among scarce brands at 41 days. At the far end of the spectrum, Ram’s inventory supply is 152 days.

Toyota’s inventory levels vary by model. Among the models that have sold the most units through the first three quarters of the year, in the top 25 as measured by Car and Driver, the Toyota Corolla ranks 11th with 195,141 units sold. The Tacoma ranks 9th with 214,875. The RAV4 ranks 7th at 253,644. The Camry ranks 6th at 260,684. Most other best-selling vehicles are traditional full-size pickups, including the Chevy Silverado (413,383), Ford F-150 (556,738), and Ram (325,348).

Why does Toyota do so well? It has been at or near the top of the list for high-quality cars. In the Consumer Reports reliability rankings, it is often No. 1. In J.D. Power, it’s usually in the top tier.

And Toyotas are affordable. The average price of a new car in the US is nearly $50,000. The RAV4 starts at $32,000. The Corolla starts at $23,000. The Camry starts at $30,000. And the Tacoma starts at $33,000.

As embarrassing as it is for Ford (NYSE: F), the No. 2 US car company is no longer No. 2 in sales in the US. Toyota holds that distinction, just behind GM (NYSE: GM).

Contact [email protected] for any questions or corrections.
2026-10-21 16:21 4d ago
2026-10-21 11:06 4d ago
Carvana očekává čtvrtletní zisk 0,48 USD na akcii
CVNA Carvana
FMP Stock News 82
Original source text
Wall Street expects a year-over-year increase in earnings on higher revenues when Carvana (CVNA - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.48 per share in its upcoming report, which represents a year-over-year change of +128.6%.

Revenues are expected to be $7.63 billion, up 35.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.61% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Carvana?For Carvana, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -11.77%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that Carvana will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Carvana would post earnings of $0.42 per share when it actually produced earnings of $0.42, delivering no surprise.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Carvana doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 16:20 4d ago
2026-10-21 14:58 4d ago
Injective spálil více než 7,2 milionu INJ
INJ Injective
CoinGecko News 92
Original source text
Injective has now burned more than 7.2 million INJ, permanently removing those tokens from circulation. The milestone comes through a mix of its monthly Community BuyBack program and an earlier burn auction.

How the Injective buyback machine works Participants commit INJ to a monthly Community BuyBack event. In return, they receive a portion of revenue generated across the Injective ecosystem. Once that revenue is distributed, the committed INJ is burned for good. Each round accepts commitments only within set limits, so participation is capped per event.

The revenue pool itself is funded by a percentage of income from decentralized applications and other activity on the network.

The numbers behind the burn The headline figure is over 7.2 million INJ burned to date. That cumulative total reflects both the current buyback system and a previous burn auction mechanism.

Across its first four rounds, the improved monthly program burned 178,338 INJ and distributed $776,344 in revenue shares to participants.

Average yield in the early rounds of the program reached approximately 23.9%. Historically, the buyback has offered average yields of approximately 20-25% per round.

The program has also added bonuses to encourage participation.

Background: from burn auctions to a monthly buyback Injective’s earlier burn auction served a similar purpose of reducing supply, and it contributed to the cumulative total. The shift to a monthly Community BuyBack turned burning into a recurring event with a revenue-sharing hook.

Issuance of new INJ has been curtailed, and governance changes have been aimed at supporting long-term value retention for holders. The community has continued to back tighter supply parameters.

Injective’s approach of routing nearly all protocol revenue back through the buyback system appears to have helped place it among the higher-revenue Layer-1 networks. Layer-1 refers to base blockchains like Ethereum or Solana, as opposed to networks built on top of them.

What this means for INJ holders and the broader market Every burned token is one that can never be sold, staked or traded again. The buyback model ties burn volume directly to ecosystem revenue, which depends on actual usage.

Participants are committing tokens that get burned, so the yield is essentially compensation for giving up those INJ permanently rather than a passive return on a held position.

Caps on commitments per round limit how much any single participant can deploy, keeping the program from being dominated by a handful of large holders.

Many networks direct revenue to treasuries, validators or development funds, while Injective routes nearly all protocol revenue to buybacks.

The key metrics to track each month are the size of each round’s revenue pool, the number of INJ burned per event, participant yields, and whether the bonuses succeed in sustaining participation.

Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
2026-10-21 16:20 4d ago
2026-10-21 10:42 4d ago
TD Cowen snížila doporučení pro Chipotle na „Hold“
CMG Chipotle Mexican Grill
FMP Stock News 85
Original source text
TD Cowen just yanked its Buy rating on Chipotle as food-safety concerns pile up alongside slowing traffic, leaving investors to wonder whether the burrito chain's promised green shoots can survive the scrutiny of its next earnings report.

TD Cowen’s step back from Chipotle Mexican Grill (NYSE:CMG | CMG Price Prediction) puts a spotlight on the burrito chain’s slowing sales momentum, and the losses are concentrated in Chipotle shares. Chipotle stock is at $28.21, down 5%, a drop that shows how little patience the market has left for a slow traffic recovery.

Meanwhile, McDonald’s (NYSE:MCD) stock is at $243.43, down 1%, and Yum! Brands (NYSE:YUM) stock is at $149.81, also down 1%, both far smaller declines than Chipotle’s. That gap offers the best early read on the TD Cowen downgrade.

Food stocks more broadly are barely reacting. The Invesco Food & Beverage ETF (NYSEARCA:PBJ) is at $47.44, down 0.5%, a slight move for a fund that doesn’t own Chipotle, McDonald’s or Yum! Brands. By contrast, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is at $769.22 and essentially unmoved, which confirms that the pressure sits with Chipotle stock.

TD Cowen Downgrade Hits Chipotle’s Sales Story TD Cowen downgraded Chipotle stock to Hold from Buy on October 21 and cut its price target to $32 from $44. Even after that cut, the new target sits above where Chipotle stock trades, so the move to Hold reflects a more neutral stance on upside.

On its second-quarter 2026 call in late July, Chipotle guided for only modest growth in comparable restaurant sales for Q3 2026 and said an industrywide cyclospora issue was weighing on results. Chief executive Scott Boatwright stated that the products involved weren’t used on its menu, though the company still absorbed the sales hit. In early August, Chipotle added that its annual targets didn’t include the financial impact of a salmonella outbreak in Minnesota.

Chipotle’s Ownership Model Magnifies the Hit Chipotle owns and operates its locations, so soft sales flow straight through to restaurant-level profit. At McDonald’s and Yum! Brands, franchise fees make up much of the income, cushioning both from those swings. Yet, neither stock is trading in positive territory, a reminder that the fee-based model doesn’t fully protect shareholders.

Taken together, the selloff in Chipotle stock reads as a company-specific verdict on its own sales momentum. Boatwright said Chipotle’s growth initiatives were showing “green shoots of positive momentum,” a view now facing a tougher test.

New limited-time proteins, faster kitchen equipment and a revamped rewards program are the levers Chipotle cited on that summer call for lifting traffic. Those tools could support a rebound if the food-safety challenges fade. Skeptics counter that the salmonella hit isn’t reflected in the company’s targets.

Chipotle’s Third-Quarter Report Sets the Next Test Chipotle now faces the question of whether its upcoming third-quarter report shows comparable restaurant sales stabilizing. A steadier trend could help Chipotle shares close some of the gap with TD Cowen’s reduced target, while another soft quarter may reinforce the firm’s neutral stance.

Recovery potential in Chipotle stock is real if traffic rebounds. However, the downgrade and the food-safety concern argue for investors to size their positions modestly until the sales slowdown resolves.

Contact [email protected] for any questions or corrections.
2026-10-21 16:20 4d ago
2026-10-21 11:30 4d ago
Keysight zdvojnásobuje kapacitu testování datových spojů
KEYS Keysight Technologies
FMP Stock News 85
Original source text
Image: Bigstock

Read MoreHide Full Article

Key Takeaways KEYS FITS-16CH doubles channel capacity, enabling more efficient interconnect testing.The platform validates 106G and 212G lanes for 800G interconnects and emerging 1.6T technologies.Automated tuning with Keysight DCA-X improves signal quality and cuts testing time to minutes.
Keysight Technologies, Inc. (KEYS - Free Report) has introduced the Functional Interconnect Test Solutions (FITS)-16CH digital-layer error performance validation system to improve the testing of optical and copper interconnects used in data centers. The new platform features 16 transmit and 16 receive channels, doubling the capacity of the previous FITS-8CH model and helping engineers test complete interconnect assemblies.

Keysight’s new system helps users evaluate interconnect performance through bit error ratio and forward error correction measurements, while enabling 106G and 212G lane-rate validation for existing 800G interconnects and emerging 1.6T technologies. It supports various optical and copper interconnects, including active optical cables, active copper cables, passive direct attach cables and high-speed copper flyover cables used in data centers, networking and high-performance computing.

The company has also included automated tuning features to improve testing efficiency. The system’s software integrates with the Keysight DCA-X to automatically optimize signal settings and improve signal quality. The automated process can reduce testing time to just a few minutes compared with hours, days, or even weeks required for manual testing.

The platform also works with Keysight’s data communications analyzers, bit error ratio testers and oscilloscopes. Its features include automated testing, real-time charts, pass/fail results, and PDF and CSV report generation to simplify testing and improve productivity. The launch expands Keysight’s product portfolio and facilitates interconnect development, manufacturing and performance testing for next-generation data centers.

Keysight’s PeersViavi Solutions Inc. (VIAV - Free Report) has strengthened its testing solutions for AI infrastructure, enterprise security and next-generation wireless networks. The company introduced CyberFlood CF50, a compact platform for testing application performance, network security and AI inference workloads at speeds of up to 100G. Viavi has introduced an enhanced channel emulator for 6G and Wi-Fi 7/8 testing to meet the new communication technology requirements.

Vistance Networks, Inc. (VISN - Free Report) is advancing its broadband networking business with technologies aiming to improve connectivity and network performance. Its Aurora Networks business announced that Comcast had begun field trials of its next-generation broadband node platform for DOCSIS 4.0 networks, targeting faster and more reliable multi-gigabit Internet services. The company has introduced additional broadband and passive optical network solutions to help operators upgrade their infrastructure.

Cadence Design Systems, Inc. (CDNS - Free Report) is enhancing its AI-based chip design solutions to meet rising demand for advanced semiconductors. The company has upgraded its ChipStack AI platform to help engineers generate and optimize chip designs more efficiently. Cadence has collaborated with TSMC on advanced design tools and high-speed UALink connectivity technology for AI chips and data centers, reinforcing its role in semiconductor design.

Published in automation communications tech-stocks
2026-10-21 16:11 4d ago
2026-10-21 10:11 4d ago
DICK’S čelí žalobě kvůli zásobám společnosti Foot Locker
DKS Dick's Sporting Goods
FMP Stock News 72
Original source text
A securities class action alleges DICK'S Sporting Goods assured investors that Foot Locker's inventory problems had been cleaned up, while the acquired chain allegedly remained loaded with stagnant legacy footwear ahead of a 30% single-day collapse in DKS shares.

, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in DICK'S Sporting Goods, Inc. (NYSE: DKS) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between September 8, 2025 and August 24, 2026. Find out if you could qualify to recover your losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

DKS shares fell $55.02 per share, or approximately 30%, closing at $124.31 on August 25, 2026, the trading day after the Class Period ended. The $2.5 billion Foot Locker acquisition sits at the center of the Foot Locker inventory cleanup securities fraud allegations. Applications to serve as lead plaintiff must be filed by November 3, 2026.

The Alleged Inventory Cleanup Methodology

According to the lawsuit, DICK'S told the market throughout the Class Period that the removal of unproductive Foot Locker inventory had been executed quickly, aggressively, and was essentially finished, positioning the acquired chain for an inflection point beginning with the 2026 back-to-school season. The complaint alleges that this cleanup narrative was not accurate, and that Foot Locker remained saddled with stagnant legacy product that had not been cleared.

Key Foot Locker Inventory Allegations for Shareholders

The lawsuit contends that Foot Locker's inventory cleanup was represented as complete when unproductive legacy product allegedly remained on shelves.
The complaint alleges Foot Locker stayed heavily dependent on legacy footwear silhouettes that were losing relevance with consumers.
Foot Locker's reliance on launch and retro product allegedly left it exposed when launch volume thinned and launch performance disappointed.
Industry-wide inventory build allegedly produced intensifying promotional pressure that the Company was not positioned to absorb.
The action claims the $2.5 billion acquisition was marketed as a growth and margin story that the underlying business allegedly could not support.

The Legacy Footwear Factor

The complaint alleges that as athletic footwear inventory accumulated across the industry, discounting deepened, and the impact landed hardest on the portion of the business tied to older silhouettes. Rather than an isolated quarter, the lawsuit contends this exposure existed while investors were being told the cleanup work was behind the Company.

"This case presents important questions about inventory and integration disclosure obligations in the retail sector, particularly where a $2.5 billion acquisition was presented to shareholders as a completed turnaround," said Joseph E. Levi, Esq. "Investors are entitled to accurate information about whether the problems a company says it has fixed have actually been fixed."

Submit your information here or call (212) 363-7500.

WHY LEVI & KORSINSKY: Over the past 20 years, Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.

Frequently Asked Questions About the DKS Lawsuit

Q: Who is eligible to join the DKS investor lawsuit? A: Investors who purchased DKS stock or securities between September 8, 2025 and August 24, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.

Q: How much did DKS stock drop? A: Shares fell approximately 30%, a decline of $55.02 per share, after the Company disclosed disappointing second-quarter 2026 results including Foot Locker revenue of $1.73 billion against analyst estimates of $1.81 billion and a sharply reduced Foot Locker sales outlook. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.

Q: What specific misstatements does the DKS lawsuit allege? A: The complaint alleges DICK'S Sporting Goods made materially false or misleading statements regarding the completion of Foot Locker's inventory cleanup and the acquired business's exposure to stagnant legacy footwear and industry promotional pressure during the Class Period. When the reduced Foot Locker outlook and second-quarter shortfall were disclosed, the stock price declined sharply.

Q: What do DKS investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my DKS shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

CONTACT:

Levi & Korsinsky, LLP

Joseph E. Levi, Esq.

Ed Korsinsky, Esq.

33 Whitehall Street, 27th Floor

New York, NY 10004

[email protected]

Tel: (212) 363-7500

Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP
2026-10-21 16:10 4d ago
2026-10-21 09:42 4d ago
Tržby Interactive Brokers vzrostly o 15 %
IBKR Interactive Brokers Group
FMP Stock News 88
Original source text
The S&P 500 (^GSPC +0.54%) index is trading at a Shiller Cyclically Adjusted Price-to-Earnings (CAPE) ratio of 41, the second-highest valuation in its history behind only the peak of the dot-com internet bubble in the year 2000. The index crashed by 49% when that bubble eventually burst, and while I'm not predicting a similar decline this time around, the risks to the current bull market are clearly mounting.

The Federal Reserve recently hiked interest rates to tame the rising inflation rate, which is generally bad news for stocks. Moreover, the artificial intelligence (AI) stocks that led the S&P 500 higher over the last few years have run into some turbulence, as investors question the sustainability of the data center spending boom.

It's entirely possible for those headwinds to spark a bear-market decline of 20% or more in the S&P 500. However, periods of heightened volatility tend to benefit one particular company: Interactive Brokers (IBKR +2.59%). Here's why its stock could be a great buy right now.

Image source: Getty Images.

One of the world's largest online brokerages
Interactive Brokers operates one of the world's most popular online investing platforms, where its clients buy and sell stocks, options contracts, futures contracts, and even cryptocurrencies. It had a record 5.58 million client accounts at the conclusion of the third quarter (ended Sept. 30), which was up by a whopping 35% from the year-ago period. That growth rate actually accelerated from 34% in the second quarter.

Client equity -- which represents the total value of all financial assets held in Interactive's custody -- also jumped by 27% to $964.7 billion. This number is important because Interactive earns volume-based commissions when clients buy and sell stocks or derivatives, so more equity means the platform has a bigger fee base.

In terms of transactions, Interactive processed 4.27 million daily average revenue trades (DARTS) during the third quarter, up 18%. But volume was a mixed bag; while clients were more active in the futures market compared to the year-ago period, they were less active in the stock and options markets. This is likely because the stock market traded in a relatively narrow range during the July to September period, with minimal volatility.

With that said, one metric suggests investors remained extremely bullish during the quarter. Interactive's outstanding margin loan balances ballooned by 36% to $105.2 billion, so clients still felt comfortable borrowing money to buy stocks and other financial assets. The company earns a significant amount of interest on those loans, so this revenue source might take a hit if a stock market downturn forces clients to deleverage.

Ideal conditions for faster revenue growth
Interactive generated $1.91 billion in revenue during the third quarter, a 15% increase from the year-ago period. There were two main components to that number:

$602 million in commission revenue, which grew by 12%.
$1.15 billion in net interest income, up 19%. This represented the interest Interactive earned on margin loans, client cash balances, and its own corporate cash balance.

If stock market volatility ramps up, I would expect commission revenue growth to accelerate as investors buy dips and hedge their potential downside risk using options and other derivatives. But net interest income might also grow at a faster pace in the near future as interest rates rise.

The Consumer Price Index (CPI) measure of inflation increased at an annualized rate of 3.7% in September, well above the Federal Reserve's 2% target. To make matters worse, it accelerated from 3.4% in August. The Fed already hiked interest rates once at its September meeting, but policymakers might feel compelled to execute further hikes to ensure inflation doesn't get out of control (like it did in 2022).

Therefore, although margin loan balances typically decline during bear markets, Interactive can still earn more net interest income overall if rates continue to rise. That will be especially true if cash balances climb as investors exit stocks and move to the sidelines for a while.

IBKR Interactive Brokers Group$85.06+$2.15 (+2.59%)

NASDAQ · As of 11:52 AM ET 10/21/26

Interactive stock looks attractive on a forward basis
Interactive generated earnings of $2.61 per share over the last four quarters, placing its stock at a price-to-earnings (P/E) ratio of 31.6. Therefore, it's currently more expensive than both the S&P 500 and Nasdaq-100 indexes, which trade at P/E ratios of 23.5 and 30.2, respectively.

But Wall Street's average estimate (provided by Yahoo! Finance) suggests Interactive could grow its earnings to $3.31 per share in 2027, placing its stock at a forward P/E of 24.9. That earnings estimate could even be revised higher if stock market volatility and higher interest rates persist over the next few quarters, so it's possible the stock is cheaper than it currently appears at face value.

As a result, I think Interactive stock might be a great buy right now.
2026-10-21 16:06 4d ago
2026-10-21 10:01 4d ago
Akcie McKesson vzrostly o 15,6 %, Zacks jim udělil hodnocení č. 3 („držet“)
MCK McKesson
FMP Stock News 72
Original source text
McKesson (MCK - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this prescription drug distributor have returned +15.6%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Medical - Dental Supplies industry, which McKesson falls in, has gained 11.7%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, McKesson is expected to post earnings of $10.69 per share, indicating a change of +8.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $44.71 points to a change of +14.3% from the prior year. Over the last 30 days, this estimate has changed +0.1%.

For the next fiscal year, the consensus earnings estimate of $49.99 indicates a change of +11.8% from what McKesson is expected to report a year ago. Over the past month, the estimate has changed +0.3%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for McKesson.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For McKesson, the consensus sales estimate for the current quarter of $110.11 billion indicates a year-over-year change of +6.8%. For the current and next fiscal years, $429.01 billion and $459.17 billion estimates indicate +6.3% and +7% changes, respectively.

Last Reported Results and Surprise HistoryMcKesson reported revenues of $105.38 billion in the last reported quarter, representing a year-over-year change of +7.7%. EPS of $9.93 for the same period compares with $8.26 a year ago.

Compared to the Zacks Consensus Estimate of $104.39 billion, the reported revenues represent a surprise of +0.95%. The EPS surprise was +5.19%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

McKesson is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about McKesson. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
2026-10-21 16:05 4d ago
2026-10-21 09:27 4d ago
EHang a CAAM zahájily v Malajsii sandbox pro eVTOL
EH EHang Holdings
FMP Stock News 88
Original source text
KUALA LUMPUR, Malaysia, Oct. 21, 2026 (GLOBE NEWSWIRE) -- EHang Holdings Limited ("EHang" or the "Company") (Nasdaq: EH), the world's leading Advanced Air Mobility ("AAM") technology platform company, today announced a sandbox cooperation with the Civil Aviation Authority of Malaysia ("CAAM") to examine the safety, technical and regulatory considerations associated with EHang's proposed AAM within Malaysia's Low Altitude Economy. This cooperation marks another overseas regulatory sandbox initiative for EHang, following its efforts in Thailand, Sri Lanka, Vietnam and Hong Kong, China, further strengthening the Company's presence in Southeast Asia's low-altitude economy and underscoring the replicability of this regulatory sandbox approach. Drawing on its certification achievements and operational safety experience in China, EHang is working with civil aviation authorities in different markets to develop regulatory pathways tailored to local requirements.

(Image: EHang and CAAM announce sandbox cooperation at TXA 2026. Conor Yang (fourth from left), Chief Financial Officer of EHang, shakes hands with Dato' Captain Norazman Mahmud (third from right), CEO of CAAM. They are joined by Captain Mohd Nazri Bin Borhannuddin (third from left), Director of Flight Operations of CAAM; Captain Mohd Radzi Bin Mohamad Alias (second from right), Deputy CEO (Regulatory) of CAAM; and Ir. Collin Joshua Melling (far right), Director of Airworthiness of CAAM.)

The cooperation will provide a platform to examine the technical and operational considerations associated with electric vertical take-off and landing ("eVTOL") aircraft. Areas of engagement include airworthiness, operational safety, personnel competency and maintenance arrangements. EHang will support CAAM's assessment of its proposed activities in Malaysia. CAAM will undertake the cooperation in its capacity as Malaysia's civil aviation regulator.

CAAM and EHang recognise that the responsible development of AAM requires a phased approach, supported by technical evidence and robust safety assessment. The cooperation aims to strengthen understanding of emerging aviation technologies while keeping safety and the public interest central to their potential introduction and for the preparation of future AAM commercial operations in Malaysia.

(Image: EHang's EH216-S on display at TXA 2026)

At Transport Expo Asia ("TXA") 2026, held October 20–22 at the Malaysia International Trade and Exhibition Centre, the EH216-S is being showcased to industry partners, regulators and the public. EHang Chief Financial Officer Conor Yang delivered a keynote speech titled "Future on The Move, Making Pilotless Air Mobility a Reality," sharing EHang's experience in advancing the EH216-S from certifications toward commercial operations and its vision for integrating pilotless eVTOLs into Malaysia's mobility ecosystem and low-altitude economy.

(Image: EHang CFO Conor Yang delivers a keynote speech at TXA 2026)

Later today, Conor Yang joined a high-level panel discussion, alongside representatives from CAAM, Futurise, the National Aerospace Industry Corporation Malaysia (NAICO Malaysia) and the Malaysian Communications and Multimedia Commission (MCMC), to discuss the pathway toward operationalizing Malaysia's low-altitude economy, from policy frameworks and trial validation to commercial operations.

“Malaysia embraces the low-altitude economy as a national opportunity, and we are building the regulatory framework for it through an iterative, learn-by-doing approach, with safety as non-negotiable. We welcome collaboration with pioneering technology companies like EHang to develop the low-altitude economy," said Dato' Mohamed Sharil Tarmizi, Chairman of the Civil Aviation Authority of Malaysia.

With its established aviation sector and extensive island and coastal tourism offerings, Malaysia has strong potential for low-altitude economy applications. The sandbox cooperation comes as the country steps up efforts to develop the sector. In August 2026, CAAM released a proposed Low Altitude Economy Framework for public consultation and has been working with Futurise on an Advanced Air Mobility Concept of Operations to guide the development of emerging aviation technologies, including eVTOLs.

The regulatory sandbox approach enables EHang to work directly with local aviation authorities to translate regulatory requirements into concrete validation steps and operational preparations tailored to each market. The expansion into Malaysia further extends this sandbox approach across international markets and supports the Company's broader global growth strategy. Building on its sandbox initiatives in Thailand, Sri Lanka, Vietnam and Hong Kong, China, EHang is translating its international expansion strategy into tangible progress, working market by market to address local regulatory requirements and advance its certified pilotless eVTOL aircraft toward future overseas commercial operations.

About Civil Aviation Authority of Malaysia

The Civil Aviation Authority of Malaysia (CAAM) is the national aviation regulator responsible for ensuring the safety, security and efficiency of Malaysia’s civil aviation sector. CAAM also provides air navigation services and safeguards aviation consumer rights in accordance with applicable national requirements and international standards.

About EHang
EHang (Nasdaq: EH) is a global‑leading Advanced Air Mobility technology platform company dedicated to making safe, autonomous and eco‑friendly air mobility accessible to everyone. EHang focuses on the research, development and manufacturing of a diversified portfolio of pilotless electric vertical take‑off and landing (eVTOL) aerial vehicles, covering a wide range of application scenarios including aerial tourism, intra‑city commuting, inter‑city travel, logistics transportation and emergency firefighting. EHang’s flagship product, the EH216‑S, has obtained the world’s first type certificate (TC), production certificate (PC) and standard airworthiness certificate (AC) for pilotless passenger‑carrying eVTOL aircraft issued by the Civil Aviation Administration of China (CAAC), and has entered operation under China’s first batch of commercial operation qualifications for pilotless passenger‑carrying eVTOL. In addition, the Company’s long‑range VT35 model further extends inter‑city mobility scenarios, laying the foundation for a multi‑tiered low‑altitude mobility network. Leveraging its advanced autonomous flight technology and scalable operational infrastructure, EHang is redefining the transportation of people and goods — transcending cities, regions and natural barriers to usher in a new era of air mobility. For more information, please visit www.ehang.com.

Safe Harbor Statement
This press release may contain forward‑looking statements within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward‑looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “may” and other similar expressions. Statements that are not historical facts, including statements regarding management’s beliefs and expectations, are forward‑looking statements. Forward‑looking statements involve inherent risks and uncertainties. Many factors could cause actual results to differ materially from those contained in any forward‑looking statement, including but not limited to product certification, the Company’s expectations regarding demand for and market acceptance of its products, the commercialization of the Company’s autonomous aerial vehicle products and solutions and Advanced Air Mobility services, its relationships with strategic partners, and the litigation currently involving the Company and potential litigation. The Company’s management has made such forward‑looking statements based on current expectations, assumptions, estimates and projections. While the Company’s management believes that these expectations, assumptions, estimates and projections are reasonable, forward‑looking statements are only predictions of future events and involve known and unknown risks and uncertainties that are difficult for the Company’s management to control. These risks and uncertainties may cause EHang’s actual results of operations, performance or achievements to differ materially from those expressed or implied by any forward‑looking statements.

Media Contact: [email protected]
Investor Contact: [email protected]

Photos accompanying this announcement are available at:

https://www.globenewswire.com/NewsRoom/AttachmentNg/9fc26113-eb6c-48cc-93fd-74e0163452a9

https://www.globenewswire.com/NewsRoom/AttachmentNg/e395dd14-e278-47cf-a67a-8f84cba7d81e 

https://www.globenewswire.com/NewsRoom/AttachmentNg/a287860c-26f7-4479-a362-48845b504cf8 
2026-10-21 16:02 4d ago
2026-10-21 11:06 4d ago
Generac očekává růst EPS o 30,1 %
GNRC Generac Holdings
FMP Stock News 78
Original source text
Generac Holdings (GNRC - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis generator maker is expected to post quarterly earnings of $2.38 per share in its upcoming report, which represents a year-over-year change of +30.1%.

Revenues are expected to be $1.31 billion, up 17.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.89% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Generac Holdings?For Generac Holdings, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.07%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Generac Holdings will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Generac Holdings would post earnings of $1.95 per share when it actually produced earnings of $2.91, delivering a surprise of +49.23%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Generac Holdings doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAnother stock from the Zacks Manufacturing - General Industrial industry, Illinois Tool Works (ITW - Free Report) , is soon expected to post earnings of $2.99 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +6.4%. Revenues for the quarter are expected to be $4.26 billion, up 5% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Illinois Tool Works has been revised 1.1% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.52%, reflecting a lower Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Illinois Tool Works will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 16:00 4d ago
2026-10-21 11:06 4d ago
Meritage Homes očekává pokles zisku i tržeb
MTH Meritage
FMP Stock News 72
Original source text
Meritage Homes (MTH - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis homebuilder is expected to post quarterly earnings of $1.18 per share in its upcoming report, which represents a year-over-year change of -15.1%.

Revenues are expected to be $1.31 billion, down 7.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.41% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Meritage?For Meritage, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -5.12%.

On the other hand, the stock currently carries a Zacks Rank of #5.

So, this combination makes it difficult to conclusively predict that Meritage will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Meritage would post earnings of $1.3 per share when it actually produced earnings of $1.42, delivering a surprise of +9.23%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Meritage doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:58 4d ago
2026-10-21 11:16 4d ago
Dycom zvýšil výhled tržeb, marže EBITDA klesne
DY Dycom Industries
FMP Stock News 92
Original source text
Image: Bigstock

Read MoreHide Full Article

Key Takeaways Dycom's Building Systems delivered a 24.5% adjusted EBITDA margin and $97.2M in fiscal Q2 EBITDA.Power Solutions' data center demand supported a $1.26B Building Systems backlog, with $1.11B due in 12 months.Dycom raised segment revenue guidance to $1.58B-$1.65B, but expects margins to ease to the high teens-low 20s.
Dycom Industries, Inc. (DY - Free Report) is benefiting from strong profitability in its Building Systems segment, supported by robust data center demand, operational efficiencies and strategic acquisitions. In the second quarter of fiscal 2027, the segment delivered an adjusted EBITDA margin of 24.5%, significantly above historical levels. Adjusted EBITDA reached $97.2 million on revenues of $397.5 million, reflecting increased operating leverage, favorable project cost estimates and strong execution.

A key growth driver is Power Solutions, which continues to capitalize on rising demand for data center electrical infrastructure, particularly in the Washington, D.C., Maryland and Virginia region. Building Systems ended the quarter with a backlog of approximately $1.26 billion, including $1.11 billion expected to be completed within the next 12 months. This visibility should support revenue growth and profitability as operations scale.

The acquisition of National Technology Integrators further strengthens the segment's prospects by expanding structured cabling capabilities and creating cross-selling opportunities with Power Solutions. Supported by strong demand and acquisition contributions, management raised its fiscal 2027 Building Systems revenue outlook to $1.58-$1.65 billion.

However, sustaining the 24.5% margin appears challenging, as favorable project cost adjustments may not recur. Management expects adjusted EBITDA margins to normalize to the high teens to low 20s for the remainder of fiscal 2027. Persistent shortages of skilled electricians and continued workforce investments could also constrain profitability.

Nevertheless, growing data center demand, expanding scale and acquisition synergies should support sustained profit growth, even as margins moderate from exceptional levels.

Industry Peers Capitalize on Data Center Demand to Boost MarginsDycom's 24.5% Building Systems adjusted EBITDA margin highlights the profitability potential of data center infrastructure. Industry peers Sterling Infrastructure, Inc. (STRL - Free Report) and Comfort Systems USA, Inc. (FIX - Free Report) are similarly leveraging strong mission-critical demand, operational efficiencies and strategic expansion to support margin growth.

Sterling is benefiting from rising data center and semiconductor investments. In the second quarter of 2026, E-Infrastructure revenues surged 192%, while adjusted operating margin reached 24%, supported by strong project execution. With mission-critical work accounting for more than 92% of the segment’s signed backlog, Sterling is prioritizing higher-margin opportunities. Its electrical business, CEC, is targeting further margin gains through improved project mix and productivity.

Comfort Systems is capitalizing on strong technology infrastructure demand and modular expansion. FIX’s second-quarter operating margin improved to 17.1% from 13.8% a year earlier, while Electrical gross margin expanded to 26.4%. With a record $14.1 billion backlog and technology representing 58% of first-half revenues, expanding modular capacity and operating efficiencies should support sustained profitability.

Published in construction
2026-10-21 15:58 4d ago
2026-10-21 10:00 4d ago
Kirby McInerney prověřuje Lennar kvůli možnému porušení zákonů
LEN-B Lennar
FMP Stock News 72
Original source text
New York, New York--(Newsfile Corp. - October 21, 2026) - The law firm of Kirby McInerney LLP continues its investigation on behalf of Lennar Corporation ("Lennar" or the "Company") (NYSE: LEN) investors concerning the Company's and/or members of its senior management's possible violation of the federal securities laws and other unlawful business practices.

[CONTACT THE FIRM IF YOU SUFFERED A LOSS]

What Happened?

On October 2, 2026, Hunterbrook Media LLC published a report entitled "Exclusive: Lennar's Big New Customer Is Its Own Spinoff, Millrose," revealing that Millrose, the spinoff company Lennar created in 2025 to hold its land, bought over $200 million of Lennar homes in about a month and has become the largest buyer of Lennar homes in the last month. The report asserts that "the purchases arrived just when Lennar needed them" and that "these sales were the difference between meeting and missing [its delivery forecast]," as Millrose purchased 356 homes in the last week of Lennar's third quarter 2026, and Lennar beat its delivery forecast by 340 homes. The report also states that Millrose has been purchasing Lennar homes for higher prices than individual and other institutional buyers and is renting those homes out at a loss. On this news, the price of Lennar shares declined by $5.37 per share, or approximately 6.73%, from $79.81 per share on October 2, 2026, to close at $74.44 on October 5, 2026.

What Should I Do?

At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.

If you purchased or otherwise acquired Lennar securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.

[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]

Kirby McInerney LLP is a New York-based plaintiffs' law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm's efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found on Kirby McInerney LLP's website.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320087

Source: Kirby McInerney LLP

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
2026-10-21 15:54 4d ago
2026-10-21 11:29 4d ago
Super Micro Computer zvýšil výhled tržeb na 80 mld. USD
SMCI Super Micro Computer
FMP Stock News 92
Original source text
Even though Super Micro Computer (NASDAQ: SMCI) stock has been trapped in a choppy consolidation since March 2024, Sajal Dogra, a Wall Street analyst at Rosenblatt Securities, has reaffirmed a buy rating for this company following its strong first-quarter fiscal year 2027 pre-announcement.

Dogra reiterated a ‘Buy’ rating for Super Micro Computer stock, according to a note sent to clients on October 21, 2026, Wednesday. The analyst, however, raised the firm’s 12-month price target for SMCI to $57 from $51, representing an 11.76% change.

With Super Micro Computer stock trading at about $36.28 at press time, Rosenblatt Securities signals a possible 57.11% upside for the next 12 months.

The analysts maintained bullish sentiment for SMCI following its increased sales, catalyzed by a strong demand for artificial intelligence (AI) compute. Ahead of the company’s final fiscal first quarter (Q1) 2027 full financial results, the company announced preliminary net sales guidance of $18.5 billion to $19.5 billion, significantly exceeding its prior target range of $14.5 billion to $15.5 billion. 

The management also raised its gross margin outlook to 12.0%–12.5%, citing accelerating global demand for high-performance AI server infrastructure and a favorable product mix. As such, Super Micro Computer’s full-year fiscal 2027 estimates were revised upward from $68.5 billion in revenue and $5.13 in earnings per share to $80 billion in revenue and $6.40 in earnings per share

SMCI stock price prediction
Earlier on Wednesday, Ruplu Bhattacharya, an analyst at Bank of America Corp. (NYSE: BAC), reiterated a ‘Sell’ rating for SMCI stock. However, Bhattacharya raised the bank’s 12-month price target for Super Micro Computer stock to $38 from $33 for the same reason.

Meanwhile, Quinn Bolton, a market expert at Needham, reaffirmed a ‘Buy’ rating and set the firm’s 12-month price target for SMCI at $46.

Wednesday’s SMCI stock ratings for 12 months. Source: TipRanks
As a result, 16 Wall Street analysts surveyed by TipRanks over the past 3 months had set an average 12-month price target of $40.23.

SMCI stock price prediction for 12 months. Source: TipRanks
Super Micro Computer stock performance 
Over the past 52 weeks, Super Micro Computer stock has ranged between $19.59 and $54.53. At the time of reporting, the company had a market capitalization of $21.33 billion.

Super Micro Computer stock chart on October 21. Source: TradingView
Despite SMCI’s multi-year consolidation, Wall Street analysts are turning more bullish driven by rising demand for AI.

Featured image via Shutterstock

Best Crypto Exchange for Intermediate Traders and Investors

Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals.

0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees.

Copy top-performing traders in real time, automatically.

eToro USA is registered with FINRA for securities trading.

30+ million
Users worldwide

Securities trading offered by eToro USA Securities, Inc. (“the BD”), member of FINRA and SIPC. Cryptocurrency offered by eToro USA LLC (“the MSB”) (NMLS: 1769299) and is not FDIC or SIPC insured. Investing involves risk, and content is provided for educational purposes only, does not imply a recommendation, and is not a guarantee of future performance. Finbold.com is not an affiliate and may be compensated if you access certain products or services offered by the MSB and/or the BD

Join Finbold's newsroom, become a Sales Executive today!

Apply now to join Finbold as a crypto/finance news writer!
2026-10-21 15:52 4d ago
2026-10-21 10:31 4d ago
Boston Scientific očekává tržby ve výši 5,17 mld. USD
BSX Boston Scientific
FMP Stock News 85
Original source text
Key Takeaways Boston Scientific's Q3 2026 revenues are projected to rise 2.1% to $5.17 billion, while EPS may grow 1.3%.BSX's MedSurg may gain from Endoscopy, Neuromodulation and Nalu Medical amid ongoing Urology pressures.BSX's Cardiovascular unit may have benefited from imaging, embolization tech and vascular portfolio growth.
Boston Scientific Corporation (BSX - Free Report) is slated to report third-quarter 2026 results on Oct. 28, before the market opens.

The renowned medical device manufacturer posted earnings per share (EPS) of 86 cents in the last reported quarter, which surpassed the Zacks Consensus Estimate by 3.61%. The company topped earnings estimates in three of the trailing four quarters and broke even once, the average surprise being 2.95%.

BSX’s Q3 EstimatesFor the third quarter of 2026, the Zacks Consensus Estimate for Boston Scientific’s revenues is pegged at $5.17 billion, indicating an increase of 2.1% from the year-ago reported figure.

The Zacks Consensus Estimate for the company’s third-quarter EPS suggests a 1.3% rise to 76 cents. The estimate has dropped 5% in the past 30 days.

Let’s briefly review the company’s performance leading up to this announcement.

What May Have Influenced BSX’s Q3 Performance?MedSurgIn the third quarter of 2026, the segment may have contributed due to continued strength in Endoscopy and Neuromodulation. Endoscopy sales are likely to have gained from the biliary franchise, led by the AXIOS Stent and Delivery System, and the core gastrointestinal (GI) franchise. Boston Scientific also secured FDA clearance for RIVOS, a first-of-its-kind single device designed to consolidate multiple exchanges, allowing physicians to streamline procedural steps while performing endoscopic ultrasound biliary drainage. Initial cases had received positive feedback.

Neuromodulation is likely to have benefited from the strength of its comprehensive pain portfolio, led by the Intracept Intraosseous Nerve Ablation System. The acquired Nalu Medical may have provided another quarter of solid sales contribution, with integration efforts continuing. In the brain franchise, Boston Scientific’s global growth may have been favorably supported by the continued adoption of the Cartesia X leads and accelerating uptake of the Illumina 3D programming algorithm in the United States.

Meanwhile, similar to the previous quarter, Urology may have faced continued headwinds from weakness in the stone franchise due to volume-based procurement in China and commercial disruption in sacral neuromodulation.

The Zacks Consensus Estimate projects MedSurg revenues to increase 1.6% year over year in the third quarter.

CardiovascularIn the third quarter of 2026, Boston Scientific may have faced continued weakness in two historically strong Cardiovascular businesses. During the July earnings call, management lowered its full-year organic revenue and profitability outlook, citing a more challenging second half of 2026 than previously expected. WATCHMAN sales were hurt by an unexpected slowdown in the U.S. market, as compounding clinical evidence impacted referral patterns. In Electrophysiology (“EP”), the level of competitive share movement in the U.S. market was greater than anticipated.

The Cardiac Rhythm Management (“CRM”) business may remain a drag on the quarter’s results, reflecting continued competitive pressures and gaps within the product portfolio.  Weakness across its low-voltage and high-voltage businesses is likely to have persisted. On a positive note, strength across the company’s broad diagnostic portfolio may have helped offset some of the pressures.

Boston Scientific is also expected to have seen sustained momentum in its Interventional Cardiology business, driven by continued strength in DCB, imaging and complex PCI. Vascular Therapies results may benefit from broader adoption of Varithena and the drug-eluting portfolio. Following strong reception of the SEISMIQ IVL device for its clinical differentiation, the company is likely to have continued to ramp up its supply.

Interventional Oncology and Embolization is also expected to have delivered strong global growth, aided by demand for its broad range of technologies.

According to the Zacks Consensus Estimate, Cardiovascular revenues are expected to see a 0.7% decline from the prior-year period.

What Our Model Unveils for BSXPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates, which is not the case here, as you can see.

Earnings ESP: Boston Scientific has an Earnings ESP of -3.63%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank stocks here.

Top MedTech PicksHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time:

Phibro Animal Health (PAHC - Free Report) has an Earnings ESP of +2.10% and a Zacks Rank #1. The company is expected to release first-quarter fiscal 2027 results soon.

PAHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 18.4%. The Zacks Consensus Estimate for the company’s first-quarter EPS indicates an increase of 8.2% from the year-ago quarter’s figure.

IDEXX Laboratories (IDXX - Free Report) has an Earnings ESP of +0.59% and a Zacks Rank #2. The company is slated to release third-quarter 2026 results on Nov. 2.

IDXX’s earnings beat estimates in each of the trailing four quarters, the average surprise being 5.7%. The Zacks Consensus Estimate for the company’s third-quarter EPS implies a jump of 9.1% from the year-ago quarter’s figure.

Becton, Dickinson and Company (BDX - Free Report) , or BD, has an Earnings ESP of +3.28% and a Zacks Rank #2. The company will release its fourth-quarter fiscal 2026 results on Nov. 5.

BD’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 2.94%. The Zacks Consensus Estimate for the company’s fourth-quarter EPS calls for a rise of 2.5% from the year-ago quarter’s figure.
2026-10-21 15:50 4d ago
2026-10-21 11:59 4d ago
Útočník na Drift převedl 109 milionů USD do Tornado Cash
TORN Tornado Cash
CoinGecko News 95
Original source text
Wallets linked to the April theft from Solana trading platform Drift Protocol have sent an estimated $109 million in Ether to Tornado Cash over two days, renewing scrutiny of funds still controlled by the attacker.

Summary

Wallets linked to the April Drift exploit reportedly transferred 44,510 ETH, worth $109 million, to Tornado Cash on October 20–21. Wednesday’s activity involved approximately 18,800 ETH worth $46 million, following an estimated $61 million in transfers on Tuesday. Arkham-labeled exploiter wallets reportedly retained 56,569 ETH, valued at $138 million, after the latest deposits. Drift attributed its April attack to a North Korean threat group following an investigation by Mandiant. The exchange opened DFX recovery claims on October 1, initially backed by a pool holding approximately 3.1 million USDT. According to blockchain tracker Onchain Lens, the wallets deposited 44,510 ETH into the mixing service on October 20 and 21, including approximately 18,800 ETH valued at $46 million on Wednesday.

DRIFT EXPLOITER MOVES $109M $ETH TO TORNADO CASH

The Drift Protocol exploiter transferred 44.51K $ETH (~$109.15M) to Tornado Cash over the past two days.

· October 20: 25.71K $ETH (~$63.04M)
· October 21: 18.8K $ETH (~$46.11M)

Addresses:… pic.twitter.com/udDVTmEBje

— Onchain Lens (@OnchainLens) October 21, 2026 The October 21 transfers followed roughly 25,710 ETH sent on Tuesday, when blockchain monitors recorded deposits worth approximately $61 million. Combined, the two batches represent more than one-third of the $295 million lost in Drift’s April 1 exploit, based on their estimated dollar values when transferred.

Attribution of the transactions rests on addresses identified as belonging to the attacker. Tornado Cash accepts cryptocurrency deposits into privacy pools, making it harder to follow funds once they are withdrawn to new addresses. A mixer deposit does not, by itself, establish that the stolen assets have been exchanged for cash or recovered by authorities.

The movement comes after a period of relative inactivity. On October 20, Lookonchain reported approximately 25,700 ETH deposited within two hours, while different monitoring accounts published lower interim totals as the transactions were still taking place.

The latest two-day figure covers the complete period cited by Onchain Lens, not the amount observed by each tracker at the same point in time. The reported 44,510 ETH figure and the quoted $109 million are estimates based on the transfer activity and Ether prices around the deposits.

Exploiter wallets retain $138 million after latest transfers Following Wednesday’s transfers, addresses labeled as the Drift exploiter held approximately 56,569 ETH, valued at $138 million, according to Arkham Intelligence data cited in the October 21 reporting. The figure describes the tracked wallets at that snapshot, not every asset necessarily controlled by the perpetrators.

On Tuesday, the corresponding holdings estimate had been roughly 81,454 ETH, worth $194 million. Those balances changed as funds moved and as Ether’s market price fluctuated.

Past transactions complicate the picture. In August, wallets connected to the same incident had already transferred around $44 million worth of ETH through Tornado Cash, prompting renewed questions about how much could ultimately be frozen or returned to victims.

As crypto.news previously reported, investigators faced difficulties tracking the stolen assets through cryptocurrency mixers.

The April incident was one of the year’s largest decentralized finance thefts. Drift initially faced differing loss estimates because investigators valued affected tokens at different points, while the platform’s later accounting put stolen assets at approximately $295.7 million.

North Korean hackers linked to April Drift exploit Drift said in its June 3 recovery update that cybersecurity firm Mandiant attributed the attack to UNC6862, a North Korean threat group. Mandiant’s assessment cited operational evidence and similarities with other attacks linked to North Korean operators.

The attackers had spent months developing relationships with Drift contributors before acquiring the approvals needed to move assets, according to accounts published after the exploit. Investigators described a compromise of operational access and transaction authorization, not simply an error in a trading smart contract.

Drift subsequently reorganized its recovery effort around a planned return to trading. In its June update, the platform said it had hired former Helium engineering executive Noah Prince to oversee protocol development and engaged former Gauntlet team members to review risk controls and liquidation infrastructure.

That work formed part of preparations for a relaunched trading platform intended to contribute revenue toward user compensation.

Drift opens DFX recovery claims with initial pool of $3.1 million On October 1, Drift opened claims and redemptions for DFX, a Solana token allocated to affected users according to their verified losses. The recovery framework assigns one DFX for each USDT of recognized loss and fixes total supply at 299,500,810.998 tokens.

At launch, the recovery pool contained around 3.1 million USDT. The stated initial redemption rate was approximately 0.0104 USDT per DFX, equivalent to roughly one cent for each dollar of eligible losses. Claiming a token is separate from receiving its full face amount in cash.

Under Drift’s published recovery rules, a holder can redeem DFX for an available share of the pool, sell the token on a secondary market or retain it as additional funding accumulates. Tokens redeemed against the pool are burned, reducing the outstanding supply.

A portion of the relaunched platform’s net protocol revenue is directed to the pool each day. Drift lists contributions of 60% on the first 30,000 USDT of daily net revenue, 70% on the next band through 100,000 USDT and 90% above that threshold.

Drift says any assets recovered through freezes, law enforcement or other recovery measures will be deposited in the pool. Tether has committed up to 127.5 million USDT in support, while other partners have committed up to 20 million USDT; those commitments should not be confused with money already available for immediate redemption.

Eligible users must submit their DFX claims before 00:00 UTC on January 1, 2028. Under the recovery terms, any tokens still unclaimed at that deadline will be permanently burned.
2026-10-21 15:49 4d ago
2026-10-21 11:01 4d ago
Everest Group očekává růst zisku při poklesu tržeb
EG Everest Group
FMP Stock News 80
Original source text
Wall Street expects a year-over-year increase in earnings on lower revenues when Everest Group (EG - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis reinsurance company is expected to post quarterly earnings of $9.32 per share in its upcoming report, which represents a year-over-year change of +23.6%.

Revenues are expected to be $3.84 billion, down 11.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.62% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Everest Group?For Everest Group, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.01%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Everest Group will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Everest Group would post earnings of $14.59 per share when it actually produced earnings of $14.85, delivering a surprise of +1.78%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Everest Group appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Insurance - Multi line industry, Slide Insurance Holdings, Inc. (SLDE - Free Report) , is soon expected to post earnings of $0.65 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -17.7%. This quarter's revenue is expected to be $398.08 million, up 49.8% from the year-ago quarter.

The consensus EPS estimate for Slide Insurance Holdings, Inc. has been revised 0.9% lower over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Slide Insurance Holdings, Inc. will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:48 4d ago
2026-10-21 10:16 4d ago
Ciena získala zakázku od Space Norway a zvýšila výhled tržeb
CIEN Ciena
FMP Stock News 82
Original source text
Key Takeaways Ciena wins a turnkey Space Norway contract to upgrade Svalbard cables and deploy the Arctic Way system.The project combines optical networking equipment and software to improve capacity and network control.Ciena raises its fiscal 2026 revenue outlook to $6.42 billion and expects at least 30% growth in fiscal 2027.
Ciena Corporation (CIEN - Free Report) is strengthening its position in the global subsea networking market after securing a turnkey contract from Space Norway to modernize existing subsea cable systems in Svalbard and deploy advanced networking technology for the upcoming Arctic Way system. The project highlights the growing importance of resilient, high-capacity communications infrastructure in remote regions where connectivity is essential for scientific research, government operations and national security.

The agreement combines upgrades to legacy infrastructure with the deployment of a new subsea network expected to enter service in 2028. By supplying optical networking equipment, advanced transponders and network management software, Ciena aims to improve capacity, reliability and operational efficiency across Space Norway's Arctic communications footprint. For Ciena, this approach creates an opportunity to supply technology across multiple routes and potentially support future network extensions.

A key aspect of the deal is Ciena's combination of optical transmission hardware and network management software. The technology is designed to improve network capacity, simplify operations and support reliable data transmission across demanding subsea routes. Ciena 6500 Optical Platform provides optical transport capabilities for high-capacity networks. In the Arctic project, it will support communications across the new and upgraded subsea systems. Its Navigator Network Control Suite also provides visibility and control, helping Space Norway manage operations across its infrastructure while supporting operational redundancy.

The Space Norway agreement fuels Ciena’s already strong business momentum, driven by increasing demand for high-speed connectivity and AI infrastructure. Ciena reported fiscal third-quarter revenue of $1.67 billion, representing 37% year-over-year growth. It also raised its fiscal 2026 revenue outlook to $6.42 billion (+/-$50 million). For fiscal 2027, management expects at least 30% revenue growth.

CIEN’s Optical Growth Faces Competitive ChallengesCIEN continues to strengthen its position in the optical networking market as rising demand for high-capacity connectivity drives investments in digital infrastructure. Recently, Openreach deployed Ciena’s Waveserver platform with WaveLogic 6 1.6Tb/s technology to expand its OSEA portfolio, offering high-capacity connectivity across U.K. cable landing stations, data centers and core network nodes. The solution combines 400G and 800G traffic over 1.6Tb/s wavelengths, supporting up to 32 400G services in a compact 2RU chassis.

However, Ciena operates in a competitive optical networking market. Winning contracts does not automatically guarantee attractive margins, especially when turnkey delivery involves substantial execution responsibilities. It faces competition from other optical networking vendors like Corning Incorporated (GLW - Free Report) , Cisco Systems (CSCO - Free Report) and Nokia (NOK - Free Report) .

Assessing CIEN’s Market PeersCisco’s vertically integrated networking stack is expanding across scale-out and scale-across AI architectures. In the fiscal fourth quarter, it won three new hyperscaler designs – a P200 scale-across system, a G200 scale-out system and an optical line system. Fiscal 2026 hyperscaler AI orders were about 60% Silicon One-based systems and 40% optics, while Acacia generated more than $1 billion in orders in the fiscal fourth quarter. Management has line of sight to multiple additional design wins over the next six months across G300, G200 and P200 systems and optics. In September, management said Cisco supplies chips and full systems to hyperscalers and plans to become independent of merchant silicon providers by fiscal 2029, giving it greater control over product design and supply.

However, the outlook still depends on converting G300, G200, P200 and optics opportunities, and becoming independent of merchant silicon providers by fiscal 2029.

Corning has entered the second half of 2026 with its growth outlook tied to AI infrastructure and optical connectivity. It launched Gorilla Glass Ceramic 3 and continues to see opportunities in advanced optics products tied to AI-driven data center build-outs and semiconductor manufacturing demand. Corning is also expanding its GenAI optical portfolio with multicore fiber and high-density connectivity solutions that improve network capacity and reduce installation complexity. Secular demand for bandwidth, cloud computing and AI infrastructure continues to support Corning’s Optical Communications business.

GLW also announced a long-term partnership with NVIDIA to expand U.S.-based optical connectivity manufacturing capacity by 10 times and increase domestic fiber production capacity by more than 50%. In September, Corning secured a multiyear, multibillion-dollar agreement with Verizon to supply more than 80 million miles of high-density optical fiber and connectivity solutions through 2032, strengthening its long-term revenue visibility and positioning it to benefit from expanding broadband and AI infrastructure demand.

Nokia continues to benefit from its broad portfolio spanning mobile networks, optical transport, IP routing, fixed broadband, software and services. This integrated offering enables the company to address evolving customer requirements across telecommunications operators, enterprises and hyperscale cloud providers. Network Infrastructure delivered double-digit growth in second-quarter 2026, supported by continued momentum in Optical Networks and IP Networks. The planned divestiture of the Fixed Wireless Access CPE business simplifies the portfolio and allows greater investment in higher-growth opportunities such as AI networking and optical technologies.

While AI and cloud demand is supporting Optical Networks and IP Networks, carrier spending remains mixed across regions and business lines. Management continues to expect stronger performance in the second half of 2026, but quarterly demand patterns remain influenced by customer capital expenditure timing and software revenue recognition. Management noted that supply constraints continue to affect portions of the optical networking market, contributing to long-term customer ordering patterns.
2026-10-21 15:47 4d ago
2026-10-21 10:13 4d ago
Chemours snížil výhled EBITDA, akcie propadly o 18,63 %
CC Chemours
FMP Stock News 85
Original source text
Promise vs. Reality: The Chemours Performance Gap. Management cited "very stable volume" in May, but the lawsuit alleges an oversold Opteon aftermarket channel was already eroding 2026 demand.

, /PRNewswire/ -- Levi & Korsinsky, LLP highlights the alleged Chemours promise-reality gap at the center of a securities fraud class action pending on behalf of investors who suffered losses after purchasing The Chemours Company (NYSE: CC) securities between February 20, 2026 and August 4, 2026. Check if you might be eligible to recover your investment losses, or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

The promise, delivered by management in May, was "very stable volume" and a reaffirmed full-year adjusted EBITDA outlook of $800 million to $900 million. The reality came on August 4, 2026, when the Company reported a 4% volume decline and cut that outlook to $775 million to $825 million, and the next day shares fell $3.34, or 18.63%, to close at $14.59. LEAD PLAINTIFF DEADLINE: December 7, 2026.

The Promise

Opteon refrigerants were cast as the Company's growth engine throughout the first half of 2026. In February, the Company projected that double-digit year-over-year Opteon Refrigerant growth would continue into the second quarter. By the first-quarter call, management was claiming "a really, really strong position in the aftermarket" and reaffirming 3% to 5% full-year net sales growth.

Promise vs. Actual: By the Numbers

Volume: "Very stable," according to management in May. Company-wide second-quarter volumes fell 4%. Net sales: Full-year growth of 3% to 5% promised. Second-quarter net sales came in at $1.6 billion, down approximately 1% year over year. Opteon trajectory: Double-digit growth projected into the second quarter. The August results instead identified lower Opteon blends aftermarket sales as the primary driver of the volume decline. Aftermarket demand: Management saw "a lot of upside in the aftermarket as new equipment gets installed." The Company later compared aftermarket sales against "elevated demand" in the prior-year quarter tied to the initial channel fill. Full-year earnings: Adjusted EBITDA of $800 million to $900 million, reaffirmed in May. Cut to $775 million to $825 million in August, removing $75 million from the top of the range. What the Lawsuit Alleges About the Chemours Promise-Reality Gap

Plaintiffs contend that the gap shows these assurances were given while Opteon aftermarket demand was already declining because the Company had oversold product in 2025. The complaint alleges that customer prebuy and initial channel fill pulled sales out of 2026, leaving the original guidance without a reasonable basis. Investors who paid prices allegedly inflated by those statements absorbed the decline once the shortfall surfaced.

"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The complaint alleges Chemours described its volume as very stable roughly three months before reporting a 4% decline. Shareholders who relied on that assurance deserve answers about what was known when it was given." -- Joseph E. Levi, Esq.

Learn more about the case or call (212) 363-7500.

Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com | Attorney Advertising. Prior results do not guarantee similar outcomes.

Frequently Asked Questions About the CC Lawsuit

Q: What specific misstatements does the CC lawsuit allege? A: The complaint alleges The Chemours Company made materially false or misleading statements during the Class Period regarding aftermarket demand for its Opteon refrigerants, the effect of 2025 overselling on 2026 demand, and the reliability of its 2026 financial guidance. When Chemours cut its full-year adjusted EBITDA guidance and attributed lower Opteon aftermarket sales to an oversupplied channel, the stock price declined sharply.

Q: When did Chemours allegedly mislead investors? A: The Class Period runs from February 20, 2026 to August 4, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.

Q: What court was the CC class action filed in? A: The case was filed in the United States District Court for the District of Delaware, governed by the Private Securities Litigation Reform Act of 1995.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my CC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP
2026-10-21 15:47 4d ago
2026-10-21 11:00 4d ago
Chemours čelí žalobě po propadu akcií o 18,63 %
CC Chemours
FMP Stock News 85
Original source text
CC Shareholder Alert: The Chemours Company Securities Class Action Lawsuit - Investors With Losses May Contact Levi & KorsinskyPR Newswire

NEW YORK, Oct. 21, 2026

Promise vs. Reality: The Chemours Performance Gap. Management cited "very stable volume" in May, but the lawsuit alleges an oversold Opteon aftermarket channel was already eroding 2026 demand.

, /PRNewswire/ -- Levi & Korsinsky, LLP highlights the alleged Chemours promise-reality gap at the center of a securities fraud class action pending on behalf of investors who suffered losses after purchasing The Chemours Company (NYSE: CC) securities between February 20, 2026 and August 4, 2026. Check if you might be eligible to recover your investment losses, or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

The promise, delivered by management in May, was "very stable volume" and a reaffirmed full-year adjusted EBITDA outlook of $800 million to $900 million. The reality came on August 4, 2026, when the Company reported a 4% volume decline and cut that outlook to $775 million to $825 million, and the next day shares fell $3.34, or 18.63%, to close at $14.59. LEAD PLAINTIFF DEADLINE: December 7, 2026.

The Promise

Opteon refrigerants were cast as the Company's growth engine throughout the first half of 2026. In February, the Company projected that double-digit year-over-year Opteon Refrigerant growth would continue into the second quarter. By the first-quarter call, management was claiming "a really, really strong position in the aftermarket" and reaffirming 3% to 5% full-year net sales growth.

Promise vs. Actual: By the Numbers

Volume: "Very stable," according to management in May. Company-wide second-quarter volumes fell 4%.Net sales: Full-year growth of 3% to 5% promised. Second-quarter net sales came in at $1.6 billion, down approximately 1% year over year.Opteon trajectory: Double-digit growth projected into the second quarter. The August results instead identified lower Opteon blends aftermarket sales as the primary driver of the volume decline.Aftermarket demand: Management saw "a lot of upside in the aftermarket as new equipment gets installed." The Company later compared aftermarket sales against "elevated demand" in the prior-year quarter tied to the initial channel fill.Full-year earnings: Adjusted EBITDA of $800 million to $900 million, reaffirmed in May. Cut to $775 million to $825 million in August, removing $75 million from the top of the range.What the Lawsuit Alleges About the Chemours Promise-Reality Gap

Plaintiffs contend that the gap shows these assurances were given while Opteon aftermarket demand was already declining because the Company had oversold product in 2025. The complaint alleges that customer prebuy and initial channel fill pulled sales out of 2026, leaving the original guidance without a reasonable basis. Investors who paid prices allegedly inflated by those statements absorbed the decline once the shortfall surfaced.

"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The complaint alleges Chemours described its volume as very stable roughly three months before reporting a 4% decline. Shareholders who relied on that assurance deserve answers about what was known when it was given." -- Joseph E. Levi, Esq.

Learn more about the case or call (212) 363-7500.

Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com | Attorney Advertising. Prior results do not guarantee similar outcomes.

Frequently Asked Questions About the CC Lawsuit

Q: What specific misstatements does the CC lawsuit allege? A: The complaint alleges The Chemours Company made materially false or misleading statements during the Class Period regarding aftermarket demand for its Opteon refrigerants, the effect of 2025 overselling on 2026 demand, and the reliability of its 2026 financial guidance. When Chemours cut its full-year adjusted EBITDA guidance and attributed lower Opteon aftermarket sales to an oversupplied channel, the stock price declined sharply.

Q: When did Chemours allegedly mislead investors? A: The Class Period runs from February 20, 2026 to August 4, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.

Q: What court was the CC class action filed in? A: The case was filed in the United States District Court for the District of Delaware, governed by the Private Securities Litigation Reform Act of 1995.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my CC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

View original content to download multimedia:https://www.prnewswire.com/news-releases/cc-shareholder-alert-the-chemours-company-securities-class-action-lawsuit---investors-with-losses-may-contact-levi--korsinsky-302915103.html

SOURCE Levi & Korsinsky, LLP
2026-10-21 15:46 4d ago
2026-10-21 09:32 4d ago
Leidos získal zakázku na kybernetické služby v hodnotě 160 milionů USD
LDOS Leidos Holdings
FMP Stock News 92
Original source text
, /PRNewswire/ -- Leidos (NYSE: LDOS) will support U.S. Cyber Command in planning and conducting full-spectrum military cyber operations under a new $160 million award, helping the command respond to evolving cyber threats and coordinate operations across the Department of War.

The five-year award includes integration and coordination of offensive and defensive cyber operations, including operational support to secure, operate and defend the Department of War Information Network in cyberspace.

"Cyberspace operations demand speed, deep technical expertise and an understanding of how adversaries operate," said Jason O'Connor, president of Leidos Intelligence. "Our team, comprised of the full-suite of Leidos cyber including the recently acquired Kudu Dynamics, will bring those capabilities together to support U.S. Cyber Command's mission. We're focused on ensuring our nation's cyber forces are prepared to operate in an increasingly contested environment."

Leidos will provide cyber defense, operational planning, emerging threat analysis and support for developing tactics, techniques and procedures. The work will help U.S. Cyber Command coordinate and synchronize full-spectrum cyber operations across mission partners.

The award advances Leidos' NorthStar 2030 strategy, with cyber as a key growth driver and an increasingly critical component of how the U.S. military competes and conducts modern warfare across domains.

About Leidos  

Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with more than 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.  

Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 3, 2025, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.

Media Contact:  

Victoria Piccoli 
(571) 992-5142 
[email protected] 

SOURCE Leidos Holdings, Inc.
2026-10-21 15:44 4d ago
2026-10-21 11:06 4d ago
Lennox International očekává čtvrtletní zisk 7,18 USD na akcii
LII Lennox International
FMP Stock News 78
Original source text
Lennox International (LII - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis manufacturer of furnaces, air conditioners and other products is expected to post quarterly earnings of $7.18 per share in its upcoming report, which represents a year-over-year change of +2.9%.

Revenues are expected to be $1.57 billion, up 10% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.74% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Lennox?For Lennox, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that Lennox will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Lennox would post earnings of $7.63 per share when it actually produced earnings of $7.72, delivering a surprise of +1.18%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Lennox doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:43 4d ago
2026-10-21 11:01 4d ago
Evercore očekává pokles zisku na akcii o 25 %
EVR Evercore Partners
FMP Stock News 78
Original source text
The market expects Evercore (EVR - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis investment bank is expected to post quarterly earnings of $2.61 per share in its upcoming report, which represents a year-over-year change of -25%.

Revenues are expected to be $916.49 million, down 12.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 10.82% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Evercore?For Evercore, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #5.

So, this combination makes it difficult to conclusively predict that Evercore will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Evercore would post earnings of $3.02 per share when it actually produced earnings of $2.91, delivering a surprise of -3.64%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Evercore doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Financial - Investment Bank industry, LPL Financial Holdings Inc. (LPLA - Free Report) , is soon expected to post earnings of $5.69 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +9.4%. This quarter's revenue is expected to be $5.35 billion, up 18.9% from the year-ago quarter.

The consensus EPS estimate for LPL Financial has been revised 1.5% lower over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that LPL Financial will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:39 4d ago
2026-10-21 11:06 4d ago
Old Dominion očekává čtvrtletní EPS ve výši 1,61 USD
ODFL Old Dominion Freight Line
FMP Stock News 85
Original source text
Old Dominion Freight Line (ODFL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis trucking company is expected to post quarterly earnings of $1.61 per share in its upcoming report, which represents a year-over-year change of +25.8%.

Revenues are expected to be $1.56 billion, up 10.7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.82% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Old Dominion?For Old Dominion, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.25%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that Old Dominion will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Old Dominion would post earnings of $1.52 per share when it actually produced earnings of $1.68, delivering a surprise of +10.53%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Old Dominion appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerLandstar System (LSTR - Free Report) , another stock in the Zacks Transportation - Truck industry, is expected to report earnings per share of $1.62 for the quarter ended September 2026. This estimate points to a year-over-year change of +32.8%. Revenues for the quarter are expected to be $1.48 billion, up 22.7% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Landstar has been revised 0.1% down to the current level. Nevertheless, the company now has an Earnings ESP of +4.84%, reflecting a higher Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Landstar will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:34 4d ago
2026-10-21 15:32 4d ago
MONETA sníží kapitálový cíl na 15,3 %
MONET Moneta
Patria Stock News 90
Original source text
Hledat v komentářích

Investiční doporučení

Výsledky společností - ČR

Výsledky společností - Svět

IPO, M&A

Týdenní přehledy

Detail - články

21.10.2026 17:32

MONETA Money Bank, a.s.

(IČ: 25672720)

MONETA oznamuje, že obdržela od České národní banky aktualizovaný kapitálový požadavek SREP na rok 2027 na úrovni 9,8 procenta, což je o 20 bazických bodů méně než v roce 2026. Kapitálový cíl vedení na konsolidovaném základě se tak s účinností od 1. ledna 2027 snižuje na 15,3 procenta ze současné výše 15,5 procenta. K 30. červnu 2026 vykázala MONETA celkovou kapitálovou přiměřenost na konsolidované úrovni ve výši 19,95 procenta. Bližší informace jsou dostupné zde nebo na odkazu: https://investors.moneta.cz/aktualni-informace

(komerční sdělení)

Tagy: Povinně uveřejňované informace

Reklama

Na tomto místě můžete zahájit diskusi. Zatím nebyl zadán žádný názor. Do diskuse mohou přispívat pouze přihlášení uživatelé (Přihlásit). Pokud nemáte účet, na který byste se mohli přihlásit, registrujte se zde.

Aktuální komentáře

21.10.2026

17:32MONETA Money Bank, a.s.: MONETA Money Bank oznamuje snížení kapitálového požadavku pro rok 2027

16:26Česká exportní banka, a.s.: Informace o výplatě výnosu s rozhodným dnem 21. října 2026

15:55Čína chce levnou energii, buduje největší jednotný trh na světě

15:30SAB Finance a.s.: Veřejná nabídka nových akcií SAB Finance a.s. – druhá fáze úpisu

15:18CSG představila obojživelné vozidlo Meander. Novinka zvládne převézt až 70 vojáků

14:35SpaceX už není jen vesmírný příběh. Hlavním motorem růstu se stává AI  

13:01Reklama se zadrhla, obsah tolik neláká a Netflix poprvé po letech hledá nový motor růstu  

12:07Evropa obchoduje lehce v plusu, zatímco SpaceX zlepšila sentiment kolem polovodičů  

11:55Getty Images požádala v USA o ochranu před věřiteli, zahájila restrukturalizaci

11:27PODCAST Rozhovory s Václavem Svátkem: AI je revoluce, ale investiční bublina může prasknout

10:11Anthropic by mohl za výpočetní výkon utratit až 750 miliard dolarů, v první polovině roku vykázal ztrátu přes 80 miliard

9:05Rozbřesk: Strach z dluhů AI firem změnilo chování hlavních trhů. Ale na jak dlouho?

8:49Optimismus vrací. Trhy podpořily výsledky SpaceX a Super Micro  

8:27SpaceX překvapila rekordním ziskem. Musk poprvé veřejně připustil fúzi s Teslou

20.10.2026

22:29Netflix doručil tržby v souladu s očekáváním, ve zbytku roku ale očekává další zpomalení růstu

22:04Wall Street hledá pevnější půdu pod nohama. Rozhodnou výsledky a návratnost investic do AI  

17:19Čekání na obrat v investičním boomu se nemusí vyplatit

16:17Plyn v Evropě zdražil nejvíce od roku 2022. Trh se obává nové energetické krize  

15:29Facebook, TikTok i YouTube pod tlakem. Austrálie chystá žaloby kvůli porušování zákazu pro mladistvé

15:02Překonání odhadů ani oznámený zpětný odkup akcií nepomohl. Akcie GM po výsledcích klesají o sedm procent

Reklama

Související komentáře

Nejčtenější zprávy dne

Nejčtenější zprávy týdne

Nejdiskutovanější zprávy týdne

Kalendář událostí

Nebyla nalezena žádná data

Potřebujte poradit?
2026-10-21 15:31 4d ago
2026-10-21 11:01 4d ago
Carlisle očekává čtvrtletní zisk na akcii 5,96 USD
CSL Carlisle Companies
FMP Stock News 78
Original source text
The market expects Carlisle (CSL - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis diversified manufacturer is expected to post quarterly earnings of $5.96 per share in its upcoming report, which represents a year-over-year change of +6.2%.

Revenues are expected to be $1.43 billion, up 6.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.09% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Carlisle?For Carlisle, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.25%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Carlisle will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Carlisle would post earnings of $6.43 per share when it actually produced earnings of $7.03, delivering a surprise of +9.33%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Carlisle doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:30 4d ago
2026-10-21 10:45 4d ago
Akcie Credo klesly navzdory 205,7% růstu tržeb
CRDO Credo Technology Group Holding
FMP Stock News 88
Original source text
Credo Technology just delivered triple-digit revenue growth and a beat-and-raise quarter, yet the stock has cratered while two major Wall Street firms argue the selloff has created one of the most compelling gaps between price and target in the AI…

Credo Technology (NASDAQ:CRDO | CRDO Price Prediction) currently trades at $171.51, while Wall Street’s average price target sits at $279.09. That gap implies 62.7% upside.

Credo sells the high-speed wiring inside AI data centers: ZeroFlap active electrical cables, optical DSPs, retimers and OmniConnect memory interconnects. Fiscal 2026 revenue reached $1.335B, up 205.7%, which explains why analysts crowded into the name.

More aggressive desks push even further. Stifel’s Tore Svanberg and J.P. Morgan’s Joseph Cardoso both hold $310.00 targets, roughly 80.7% above present levels. With even the consensus implying substantial upside, the market is pricing in risks the analysts discount.

A Beat-and-Raise Quarter Sparked a 20% One-Day Plunge
Credo’s slide began with its own earnings report. Shares fell roughly 20% in a single session in early September, even though fiscal Q1 2027 revenue of $479.0M rose 114.7% and beat the $470.38M consensus. Non-GAAP EPS of $1.20 exceeded the $1.17 estimate, and Q2 guidance of $525M to $535M pointed higher.

Investors fixated on quality. GAAP gross margin contracted to 64.5% from 68.2% on acquisition amortization after the DustPhotonics deal pushed goodwill from $92.8M to $986.4M. Share-based comp hit $87.98M, and the three largest customers made up about 74% of revenue.

The pressure has remained. Credo is down 23.39% over three months and 13.51% in the past week, including a 7.3% single-session drop when the S&P 500 slipped just 0.1%. Most of this damage is company-specific.

Twenty Analysts, Zero Sells and Rising Estimates
Wall Street has held firm. Of 20 analysts, 5 rate it Strong Buy, 14 Buy, 1 Hold and none Sell. Estimates are moving up too: over 30 days, 15 analysts raised fiscal 2027 EPS forecasts against 3 cuts, and 16 raised fiscal 2028 against 1.

The bull thesis rests on Credo’s lead in AECs connecting dense GPU racks, expanding optical DSP and SerDes revenue, and hyperscaler capex from giants like Microsoft and Amazon (NASDAQ:MSFT, NASDAQ:AMZN). Credo is one of the non-chipmaker suppliers riding that expansion, a group we profiled further in a free report on seven AI infrastructure names. Consensus calls for fiscal 2027 EPS of $6.3063, climbing to $9.6906 in fiscal 2028.

That math drives the targets. On fiscal 2028 estimates, the stock trades near 18x earnings, against a trailing multiple of 60. The next test is the fiscal Q2 report, where consensus expects revenue of $531.65M and EPS of $1.2829. Targets carry no guarantee, though. The same analysts were bullish when shares hit $308.67.

Credo Fell Harder Than Its Connectivity Rivals
Credo dropped more than its peers. One rival rose over three months while the other declined far less.

Marvell Technology (NASDAQ:MRVL) gained 15.63% over three months despite a 10.53% weekly pullback. With the stock at $240.42 versus a $341.63 target, it implies 42.1% upside. Analysts split 8 Strong Buy, 32 Buy, 6 Hold, 0 Sell, though Marvell’s projected gain is smaller than Credo’s.

Broadcom (NASDAQ:AVGO) fell 13.33% over three months. With the stock at $334.37 versus a $527.59 target, it implies 57.8% upside, backed by 7 Strong Buy, 40 Buy and 3 Hold ratings. That is close to Credo’s upside.

Credo carries the group’s largest analyst-implied upside, but it also took the biggest drop, so analysts and the market disagree most sharply on this name.

Credo Still Beats the S&P 500 This Year Despite the Slide
At $171.51, Credo implies 62.7% upside to the $279.09 consensus from 20 analysts. Shares trade below the 50-day average of $206.02 and the 200-day average of $180.18.

Credo is up 19.2% year to date, and the S&P 500 has gained 12.82%. A beta of 3.249 explains why the moves run so large in both directions.

Credo’s Discount Looks Real if Margins Stabilize
Credo’s discount looks more credible if fiscal Q2 lands inside guidance, GAAP margins hold the 62.9% to 64.9% guided range, and the DustPhotonics optics push adds new hyperscaler wins. That path keeps fiscal 2028 estimates intact and makes the consensus target reachable.

The risk rises if hyperscaler capex slows down or a top customer shifts orders. With three accounts driving most revenue, one lost program could reset estimates quickly.

The data leans constructive. Rising estimates, a fast-shrinking forward multiple and no Sell ratings suggest the selloff priced in more risk than the fundamentals show. Still, the fiscal Q2 report needs to confirm the margin story first.

Contact [email protected] for any questions or corrections.
2026-10-21 15:26 4d ago
2026-10-21 10:01 4d ago
Tržby Tenet Healthcare vzrostly o 6,8 %
THC Tenet Healthcare Corporation
FMP Stock News 72
Original source text
Tenet Healthcare (THC - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this hospital operator have returned +3.9%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Medical - Hospital industry, which Tenet falls in, has gained 1.6%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Tenet is expected to post earnings of $4.59 per share for the current quarter, representing a year-over-year change of +24.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.1%.

The consensus earnings estimate of $21.04 for the current fiscal year indicates a year-over-year change of +25.4%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $20.81 indicates a change of -1.1% from what Tenet is expected to report a year ago. Over the past month, the estimate has changed -0.1%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Tenet.

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Tenet, the consensus sales estimate for the current quarter of $5.47 billion indicates a year-over-year change of +3.3%. For the current and next fiscal years, $22.2 billion and $22.58 billion estimates indicate +4.2% and +1.7% changes, respectively.

Last Reported Results and Surprise HistoryTenet reported revenues of $5.63 billion in the last reported quarter, representing a year-over-year change of +6.8%. EPS of $6.12 for the same period compares with $4.02 a year ago.

Compared to the Zacks Consensus Estimate of $5.39 billion, the reported revenues represent a surprise of +4.4%. The EPS surprise was +50%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Tenet is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Tenet. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
2026-10-21 15:23 4d ago
2026-10-21 09:00 4d ago
Útočníci zneužívají závažné zranitelnosti v průměru do tří dnů
RPD Rapid7
FMP Stock News 72
Original source text
Attacker adoption of agentic AI is lagging the technology, but adversaries are already exploiting high-severity vulnerabilities in an average of just three days, leaving defenders a narrow window to reduce exposure  | Source: Rapid7

BOSTON, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in AI-powered managed cybersecurity operations, today released its Quarterly Threat Landscape Report, revealing that human operators remain the primary drivers of modern cyber threats despite widespread warnings about autonomous AI attacks.

The report shows AI is used as an operational component in just 8% of tracked incidents. While automation increasingly handles tactical execution, human actors still select most targets and dictate attack intent. Drawing from vulnerability research, frontline incident response, and underground monitoring, the newly announced Rapid7 Intelligence connects these insights to deliver a comprehensive view of adversary operations.

"Board decks often confuse the real explosion in AI-driven vulnerability discovery with actual exploitation, which hasn’t materialized. Only 8% of tracked reporting cites AI as an operational component,” said Christiaan Beek, Vice President of Rapid7 Intelligence. “But that’s a snapshot of adoption, not a ceiling. Agentic capabilities are advancing faster than any organization, attackers included, can rework its processes around them. The question is when, not if, agentic exploitation scales. Defenders need to move past reactive patching and start grounding their risk appetite in concrete days of exposure.”

Key findings include:

Vulnerability exploitation continues to accelerate: Attackers exploit high-severity vulnerabilities within an average of just three days, with 71% occurring in the first week—underscoring the urgent need to address critical exposures faster than traditional patching cycles allow.U.S. organizations accounted for the largest volume of ransomware listings. Rapid7 recorded 1,112 U.S. ransomware leak-site listings, roughly eight times Germany's total, with The Gentlemen (342), Qilin (339), and INC Ransom (99) leading group activity."Holy Grail" vulnerabilities drive attacks. 79% of exploited flaws required no authentication and no user interaction, giving adversaries direct, remote access into enterprise environments.Compromised access drove underground market activity. Of 63 monitored posts, 41 advertised Remote Desktop Protocol (RDP) or network access. Across espionage and cybercrime campaigns, threat groups change, but core tactics persist, including command and scripting interpreters, credential theft, and remote-access exploitation. These patterns underscore the need for behavioral detection and response, not static lists of known groups.

What this means for security operations

The findings from the third quarter of 2026 point to clear priorities for security teams: identify exposed assets, assess what attackers can exploit, and prioritize fixes by business impact. While the report findings show cyber threats remain human-driven, attackers are still leveraging AI to accelerate campaigns, making it critical for defenders to rapidly patch remotely exploitable vulnerabilities rather than wait for scheduled updates.

To read a full copy of the report, visit here.

About the Rapid7 Quarterly Threat Landscape Report

The Rapid7 Threat Landscape Report is a quarterly analysis of global adversary behavior drawn from the company’s managed detection and response operations, vulnerability intelligence platforms, and threat research telemetry. The Q3 2026 edition examines vulnerability exploitation, state-aligned and cybercrime activity, ransomware trends, and underground markets.

About Rapid7

Rapid7, Inc. (NASDAQ: RPD) is a global leader in AI-powered managed cybersecurity operations, trusted to advance organizations’ cyber resilience. Open and extensible, the Rapid7 Command Platform integrates security data, enriching it with AI, threat intelligence, and 25 years of expertise and innovation to reduce risk and disrupt attackers. As a recognized leader in preemptive managed detection and response (MDR), Rapid7 unifies exposure and detection to transform the cybersecurity operations of more than 11,500 customers worldwide. For more information, visit our website, check out our blog, or follow us on LinkedIn or X.

Media Contact
Christine Nurnberger
SVP Global Marketing and Growth
[email protected]

Rapid7 Investor Contact
Christopher Keenan
Vice President, Deputy General Counsel
[email protected]
2026-10-21 15:21 4d ago
2026-10-21 11:06 4d ago
Pilgrim's Pride očekává pokles zisku i tržeb
PPC Pilgrims Pride
FMP Stock News 78
Original source text
Pilgrim's Pride (PPC - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis poultry producer is expected to post quarterly earnings of $0.48 per share in its upcoming report, which represents a year-over-year change of -68.4%.

Revenues are expected to be $4.6 billion, down 3.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Pilgrim's Pride?For Pilgrim's Pride, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #5.

So, this combination makes it difficult to conclusively predict that Pilgrim's Pride will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Pilgrim's Pride would post earnings of $0.75 per share when it actually produced earnings of $0.64, delivering a surprise of -14.67%.

Over the last four quarters, the company has beaten consensus EPS estimates just once.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Pilgrim's Pride doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:18 4d ago
2026-10-21 11:06 4d ago
TE Connectivity očekává zisk 3,08 USD na akcii
TEL TE Connectivity
FMP Stock News 78
Original source text
Wall Street expects a year-over-year increase in earnings on higher revenues when TE Connectivity (TEL - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis electronics maker is expected to post quarterly earnings of $3.08 per share in its upcoming report, which represents a year-over-year change of +26.2%.

Revenues are expected to be $5.26 billion, up 10.8% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for TE Connectivity?For TE Connectivity, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.16%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that TE Connectivity will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that TE Connectivity would post earnings of $2.85 per share when it actually produced earnings of $2.94, delivering a surprise of +3.16%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

TE Connectivity appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:18 4d ago
2026-10-21 09:53 4d ago
Johnson Controls sníží náklady o 500 mil. USD
JCI Johnson Controls International
FMP Stock News 85
Original source text
SummaryJohnson Controls is rated Buy, driven by robust demand, strong order growth, and expanding backlog, especially from data centers.JCI’s margin outlook is attractive, supported by productivity gains, operating leverage, and a $500M annual cost reduction initiative targeting full implementation by FY27.Consensus expects double-digit EPS growth, with potential for upward estimate revisions as backlog conversion accelerates and capacity investments scale.JCI trades at a premium to historical P/E, justified by improved growth prospects, strong execution, and potential catalysts from upcoming earnings and guidance. jetcityimage/iStock Editorial via Getty Images

Investment Thesis I rate Johnson Controls International plc (JCI) a Buy. The company should benefit from healthy demand from data centers and other mission-critical end markets, strong orders, and an increasing backlog. Its broader product offering and

151 Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-10-21 15:17 4d ago
2026-10-21 11:01 4d ago
Albany International očekává růst zisku a tržeb
AIN Albany International Corporation
FMP Stock News 78
Original source text
Wall Street expects a year-over-year increase in earnings on higher revenues when Albany International (AIN - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis textile and composite maker is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of +111.3%.

Revenues are expected to be $326.74 million, up 25% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 7.14% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Albany International?For Albany International, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that Albany International will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Albany International would post earnings of $0.8 per share when it actually produced earnings of $0.82, delivering a surprise of +2.50%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Albany International doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAlbany International (AIN - Free Report) , another stock in the Zacks Textile - Products industry, is expected to report earnings per share of $1.5 for the quarter ended September 2026. This estimate points to a year-over-year change of +111.3%. Revenues for the quarter are expected to be $326.74 million, up 25% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Albany International has been revised 7.1% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that Albany International will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-10-21 15:15 4d ago
2026-10-21 10:17 4d ago
Pendle spustil obchodování výnosů AAA CLO prostřednictvím deJAAA
PENDLE Pendle
CoinGecko News 95
Original source text
Pendle has opened a market for deJAAA, a token that wraps exposure to Janus Henderson’s AAA-rated collateralized loan obligation strategy. The DeFi yield-trading protocol now lets users carve that exposure into separate principal and yield pieces and trade them on-chain.

What Pendle actually launched
The new market went live on October 21, 2026. It centers on deJAAA, a wrapper for the Janus Henderson Anemoy AAA CLO Fund, better known by its ticker, JAAA.

The market is expected to mature on November 26, 2026.

A CLO is a bundle of corporate loans, sliced into layers that get paid in order of seniority. The AAA layer sits at the front of the line, so it gets paid first and carries the least risk.

JAAA holds that senior slice. deJAAA is a freely transferable wrapper around JAAA shares, built so the asset can move around DeFi while keeping the same underlying economics.

Pendle’s role is to take that wrapper and split it in two. One piece represents the principal. The other represents the yield stream it generates over time.

The numbers behind JAAA
JAAA launched in mid-2025 as a tokenized professional fund domiciled in the British Virgin Islands. It is tokenized by Anemoy Capital SPC (BVI) through Centrifuge.

The fund launched backed by $1 billion in seed capital from the Sky ecosystem.

Its on-chain assets under management currently sit in the range of $580 million to $690 million. Net asset value per token is estimated at approximately $1.05.

Recent floating-rate yields have landed between 3% and 4.5%, based on 7-day APY readings. The fund charges a management fee of 0.50%.

Janus Henderson oversees more than $30 billion in similar AAA CLO strategies and holds total assets under management of around $500 billion.

Where deJAAA fits in DeFi
The Pendle listing is not JAAA’s first appearance in decentralized finance. The fund has already been used on Aave Horizon and Morpho.

On those platforms, governance discussions have centered on how much users should be able to borrow against JAAA. Proposals dated October 15, 2026, suggested raising JAAA’s loan-to-value parameters on Aave Horizon to 87% and 89%.

With deJAAA, holders can trade exposure on secondary markets and use it as collateral, rather than relying only on primary redemptions through the fund itself.

What this means for DeFi and real-world assets
The combination of venues creates layered use cases. A user could hold JAAA exposure, borrow against it on a lending market, and hedge or speculate on its yield through Pendle.

Those risks are real even with a AAA rating. The fund’s yields are floating, so a shift in rates changes what yield buyers actually receive. The wrapper adds another layer of smart contract and structural complexity on top of the underlying fund.

Higher LTV proposals on Aave Horizon cut both ways. More borrowing power makes the asset more useful, but it also leaves less cushion if prices move or redemptions get crowded.

The key things to track over the coming weeks are trading activity in the deJAAA market before its November 26, 2026 maturity, the outcome of the Aave Horizon LTV proposals, and whether JAAA’s on-chain assets climb beyond their current range.

Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
2026-10-21 15:10 4d ago
2026-10-21 10:43 4d ago
Progyny zveřejní výsledky za třetí čtvrtletí 2026 dne 4. listopadu
PGNY Progyny
FMP Stock News 72
Original source text
 | Source: Progyny, Inc.

NEW YORK, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Progyny, Inc. (Nasdaq: PGNY), a global leader in women’s health and family building solutions, will report its financial results for the quarterly period ended September 30, 2026, after the close of the market on Wednesday, November 4, 2026.

The company will host a conference call at 4:45 p.m. Eastern Time (1:45 p.m. Pacific Time) and issue a press release regarding its financial results prior to the start of the call.

Interested participants in the United States may access the conference call by dialing 1.866.825.7331 and using the passcode 265484. International participants may access the call by dialing 1.973.413.6106 and using the same passcode.

An audio replay of the call will be available through Wednesday, November 11, 2026, and may be accessed by dialing 1.800.332.6854 (U.S. participants) or 1.973.528.0005 (international participants) with the passcode 265484.

A live webcast and archive of the call will be available from the Events and Presentations section of the Company’s website at http://investors.progyny.com.

About Progyny

Progyny is a global leader in women’s health and family building solutions, trusted by leading employers, health plans, and benefit purchasers worldwide. Through its comprehensive and personalized approach, Progyny supports members across fertility and family building, pregnancy and postpartum, menopause and midlife, and parent and child well-being journeys. Progyny combines differentiated clinical care, integrated pharmacy support through Progyny Rx®, and personalized guidance from Progyny Care Advocates® to deliver improved member experiences and better health outcomes. For more information, visit www.progyny.com.

For Further Information, Please Contact:
Investors:
James Hart
[email protected]

Media:
Alexis Ford
[email protected]
2026-10-21 15:09 4d ago
2026-10-21 11:06 4d ago
Sprouts Farmers očekává růst tržeb o 5,9 %
SFM Sprouts Farmers Market
FMP Stock News 85
Original source text
Sprouts Farmers (SFM - Free Report) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis natural and organic food retailer is expected to post quarterly earnings of $1.22 per share in its upcoming report, which represents no change from the year-ago quarter.

Revenues are expected to be $2.33 billion, up 5.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.43% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Sprouts Farmers?For Sprouts Farmers, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.30%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that Sprouts Farmers will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Sprouts Farmers would post earnings of $1.35 per share when it actually produced earnings of $1.37, delivering a surprise of +1.48%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Sprouts Farmers doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Should You Invest in Sprouts Farmers Market, Inc. (SFM)?

Before you invest in Sprouts Farmers Market, Inc. (SFM), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.

Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
2026-10-21 15:09 4d ago
2026-10-21 10:13 4d ago
Doximity čelí žalobě po 23% poklesu akcií DOCS
DOCS Doximity
FMP Stock News 78
Original source text
Alert: Claims focus on alleged misrepresentations about Doximity's revenue growth and market share as the lawsuit contends that decelerating sales, contracting net income, and a shift in how pharmaceutical customers deployed advertising budgets were not disclosed to investors.

, /PRNewswire/ -- Levi & Korsinsky, LLP reminds purchasers of Doximity, Inc. (NYSE: DOCS) securities of a pending securities class action brought on behalf of investors who acquired shares between August 8, 2024 and May 13, 2026. Find out if you might qualify for recovery. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

DOCS shares declined $8.29 per share (13%) on November 7, 2025, $5.59 per share (17%) on February 6, 2026, and a further $5.38 per share (23%), from a $23.39 close on May 13, 2026 to $18.01 on May 14, 2026. Investors have until November 16, 2026 to seek lead plaintiff status.

Subscription Mechanics Behind the Alleged Growth Shortfall

According to the complaint, Doximity generates nearly all of its revenue by selling marketing subscriptions to pharmaceutical companies and hospitals under a proprietary "cost-per-target" structure, in which customers purchase modules that reach a set number of platform members each month. The filing states that while the Company reported record engagement quarter after quarter, the subscription revenue those engagements were supposed to drive was allegedly decelerating.

The Alleged Shift in Customer Budget Deployment

On February 5, 2026, Doximity lowered its fiscal 2026 revenue guidance and reported that sales growth had decelerated while net income contracted. On that call, the Company attributed the slowdown to customer buying patterns, telling analysts it had "heard from multiple customers, they deployed a lower percentage of their budget upfront," a change characterized as "an anomaly for this year" and "not something that we expect to continue." As set forth in the complaint, the pattern did not reverse: on May 13, 2026, the Company reported that it missed its already-reduced guidance and projected a significantly slower pace of growth for fiscal 2027.

Alleged Operational Impact by the Numbers

Fiscal 2026 revenue guidance was lowered on February 5, 2026, then missed outright on May 13, 2026. Sales growth decelerated while net income contracted heading into the fiscal fourth quarter. Net revenue retention stalled, which the lawsuit ties to an increasingly competitive market for physician-directed advertising. Fiscal 2027 growth was projected at a materially slower pace than investors had been guided to expect. Cost-per-target module subscriptions allegedly did not convert reported engagement records into the revenue growth management had described. The proposed Class covers common stock purchases from August 8, 2024 through May 13, 2026. "The complaint raises serious questions about whether investors received accurate information about how much of Doximity's revenue growth its advertising products were actually producing. When a company reports record engagement in the same period that subscription growth is allegedly slowing, shareholders are entitled to know which figure reflects the business." -- Joseph E. Levi, Esq.

Submit your information now or call (212) 363-7500.

WHY LEVI & KORSINSKY — Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors. Investors who suffered losses have until November 16, 2026 to seek appointment as lead plaintiff.

Frequently Asked Questions About the DOCS Lawsuit

Q: How much did DOCS stock drop?A: The complaint alleges a connection between three drops: shares fell approximately 13%, or $8.29 per share, on November 7, 2025; a further roughly 17% decline, $5.59 per share, on February 6, 2026; and a third drop of about 23%, or $5.38 per share, on May 14, 2026. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.

Q: What specific misstatements does the DOCS lawsuit allege?A: The complaint alleges Doximity made materially false or misleading statements regarding the impact of its Newsfeed product on revenue growth, its competitive position and market share, and its reliance on "light engagement" advertising methods such as banner ads and email newsletters during the Class Period. When the decelerating growth and reduced guidance were disclosed, the stock price declined sharply.

Q: When did Doximity allegedly mislead investors?A: The Class Period runs from August 8, 2024 to May 13, 2026. The complaint alleges that multiple corrective disclosures events revealed information that caused significant stock declines.

Q: What documents do I need to submit my information?A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.

Q: What happens after I contact Levi & Korsinsky?A: An attorney will review your trading history at no cost and provide an initial assessment of your potential eligibility.

Q: What if I already sold my DOCS shares, can I still recover losses?A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony?A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What does it cost me to participate?A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

CONTACT:\

Levi & Korsinsky, LLP\

Joseph E. Levi, Esq.\

Ed Korsinsky, Esq.\

33 Whitehall Street, 27th Floor\

New York, NY 10004\

[email protected]\

Tel: (212) 363-7500\

Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP
2026-10-21 15:08 4d ago
2026-10-21 11:06 4d ago
Murphy USA očekává růst EPS a tržeb
MUSA Murphy USA
FMP Stock News 78
Original source text
Wall Street expects a year-over-year increase in earnings on higher revenues when Murphy USA (MUSA - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis gasoline station operator is expected to post quarterly earnings of $8.42 per share in its upcoming report, which represents a year-over-year change of +16.1%.

Revenues are expected to be $6.03 billion, up 17.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.49% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Murphy USA?For Murphy USA, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.62%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that Murphy USA will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Murphy USA would post earnings of $9.4 per share when it actually produced earnings of $11.27, delivering a surprise of +19.89%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Murphy USA doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Should You Invest in Murphy USA Inc. (MUSA)?

Before you invest in Murphy USA Inc. (MUSA), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.

Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
2026-10-21 15:05 4d ago
2026-10-21 13:00 4d ago
Fhenix spustil CoFHE na Ethereu a Arbitru
ARB Arbitrum ETH Ethereum
CoinGecko News 97
Original source text
The privacy startup said its encryption coprocessor is now in production with dual-mode tokens and two launch apps, and that Consensys Diligence audited the system.

Fhenix's encryption coprocessor is now live on Ethereum and Arbitrum mainnet

Posted October 21, 2026 at 9:00 am ET.

On Ethereum, a wallet’s holdings are public by default: anyone with the address can see what it owns, what it trades and when. Fhenix, a startup building privacy tools for Ethereum, said Wednesday that smart contracts on Ethereum and Arbitrum mainnet can now work with balances, positions and trading strategies that remain encrypted onchain, while the contract still enforces its rules.

The company said its CoFHE coprocessor, built on fully homomorphic encryption (FHE), is now in production on both networks. Until the launch, CoFHE ran only on public test networks.

Get Unchained’s crypto news in your inbox with the free Unchained Daily newsletter.

How It Works FHE is a form of cryptography that lets a computer do math on data without decrypting it first. According to Fhenix, CoFHE handles the heavy encrypted computation off-chain and passes the results back to contracts on the two chains. Developers add it with one Solidity import and encrypted data types that, the company said, behave like normal variables.

The launch also brings Fhenix’s dual-mode token design into production. Tokens issued under Fhenix’s dual-mode standard carry a confidential mode next to their public one, according to the company, and a holder can shift a balance into confidential mode in one transaction and switch it back when needed. Fhenix said those tokens never leave their home chain, are not wrapped or bridged, and keep working with existing wallets, exchanges and DeFi apps.

Fhenix said Consensys Diligence audited the system before launch. Unchained could not find a public copy of the audit report.

First Apps and What Comes Next Two design partners went live on day one, according to Fhenix: Fluton, which the company describes as a confidentiality engine built on encrypted intents, and AlphaEngine, where strategists compete for users’ liquidity with strategies that stay encrypted, so their methods remain private. A December 2025 post on Fhenix’s blog said AlphaEngine’s operators decrypt and match users’ swap intents in a step designed to run inside a trusted execution environment, a secure hardware enclave.

Fhenix said three more apps will launch on CoFHE in the fourth quarter, and that it plans to name two strategic partnerships with institutions in the coming weeks. Founder Guy Zyskind said in the announcement that the team is “working on a confidential stablecoin together with Tandem,” Offchain Labs’ venture arm that invested in Fhenix in 2025. Offchain Labs develops Arbitrum.

Fhenix is not the only team bringing FHE to stablecoins. In late May, a court order led Circle to freeze about $12.6 million held in a confidential USDC contract run by Zama, another FHE developer, locking funds of users unconnected to the case.

Steven Goldfeder, co-founder and CEO of Offchain Labs, said in Fhenix’s announcement that the launch is “the beginning of something big: a programmable economy with programmable privacy, fully composable for the end user.”

Related Listen: ‘Like a Peanut Butter Allergy’: Why Institutions Need Onchain Privacy

AI-assisted content: This article was produced with the assistance of AI tools and was reviewed, edited, and fact-checked by a member of the Unchained editorial team before publication.
2026-10-21 14:55 4d ago
2026-10-21 10:42 4d ago
Zlato hledá dno po poklesu reálných výnosů
GOLD Zlato
FMP Forex News 95
Original source text
Gold attempts to establish a bottom near a key demand zone as the U.S. 10-year real yield eases to 2.77%, although persistent inflation keeps the outlook uncertain.

The latest financing signal for gold is modest easing in longer-term real yields. The Treasury 10-year par real yield declined to 2.77% yesterday from 2.80% the day before. It remains above the October 16 reading of 2.74% but below the 2.88% recorded on October 13. Tuesday, therefore, reversed part of Monday’s rebound without establishing a straight-line trend.

U.S. 10-year real yields eased from 2.80% to 2.77% on October 20, following a rebound from 2.74% on October 16. Source: U.S. Treasury. For bullion, lower inflation-adjusted government returns can reduce the opportunity cost of holding an asset without any yield. Tuesday’s move is a slight improvement in that part of gold’s backdrop. Its size and short duration argue against declaring a massive victory here, but it is the beginning of what we want to see.

Nominal Rates Nominal rates also show why the phrase “yields fell” needs a little bit of qualification. The 10-year Treasury par yield declined to 5.12% from 5.15% on Monday, but the 2-year increased to 4.79% from 4.77%. The market did not experience uniform easing across maturities. That combination is consistent with different pressures on near-term policy-sensitive rates and longer-term financing conditions.

The distinction between nominal yields, real yields, and published inflation is important here. A Treasury Inflation-Protected Securities real yield reflects the market pricing of an inflation-linked security. Subtracting last month’s CPI rate from a nominal yield would instead mix a backward-looking inflation measure with a forward-looking return.

Housing and the Economy A fresh growth-related release provides context. Census and HUD reported on October 20 that September housing starts were at a seasonally adjusted annual rate of 1.221 million, a point estimate 5.2% below revised August. The uncertainty interval around that monthly change was plus or minus 11.8 percentage points, so the estimated decline was not statistically distinguishable from zero. Housing permits were at a 1.4 million annual rate, down 0.2% monthly.

For gold, the relevance is the tension between economic resilience and restrictive financing. Softer rate-sensitive activity can encourage expectations of eventual policy relief, but one noisy housing estimate is not going to be enough to establish some type of economy-wide downturn. It does not prove that the housing release drove Tuesday’s bond move.

Gold Price Forecast

Every new Gold analysis as it publishes, today's technical signal and key levels, live price — on one page.

See all Gold forecastsInflation remains the competing constraint. September CPI, released on October 14, rose 0.6% month-over-month on a seasonally adjusted basis and 3.7% over 12 months before adjustment. Core CPI increased 0.3% monthly and 2.6% annually. September final-demand PPI, released on October 15, increased 1.3% monthly and 6.3% annually before adjustment.

These readings create two possible channels for gold. Concern about purchasing power can strengthen demand for protection at times, while a forceful monetary response can raise the return available on competing assets. Producer price increases do not necessarily need to completely pass into consumer inflation. Margins and demand will have an influence on that process. An inflation figure, therefore, cannot be translated mechanically into a bullish or bearish bullion forecast.

Federal Reserve Meeting The next scheduled Federal Reserve meeting is October 27 and 28. That decision remains ahead, and no outcome is assured here, although most of the market is looking at the Federal Reserve holding interest rates. December is still priced in at about an 80% chance of a 25-basis-point rate hike.

The chart below shows the 10-year real yield observation from October 13 through October 20, with gaps preserved. It is worth noting that last Monday was a holiday, so a little bit of “catch-up” may have been going on here as well.

Technical Analysis

Gold futures trade around $4,158, remaining below $4,200 resistance and above the $4,000 support level. From a technical analysis standpoint, it looks like gold is trying to find some type of bottom at the top of the overall demand range that we had seen in the middle of summer. As things stand right now, it looks like yields are essentially sideways, and if that remains the case, gold probably follows suit.

About the Author

Chris is a proprietary trader with more than 20 years of experience across various markets, including currencies, indices and commodities. As a senior analyst at FXEmpire since the website’s early days, he offers readers advanced market perspectives to navigate today’s financial landscape with confidence.
2026-10-21 14:50 4d ago
2026-10-21 13:16 4d ago
Gate Money propojuje fiat měny, kryptoměny a platby v aplikaci
GT Gate
CoinGecko News 88
Original source text
Gate Money puts fiat accounts, crypto, payments, yield and investing on one balance inside the Gate app, with a Visa card for spending and $8.68 billion in reported reserves.

Money has always lived in separate places. Cash sits in a bank, stocks in a brokerage, crypto on an exchange, and moving value between them means transfers, settlement delays and fees at every step.

Stablecoins are the first asset to blur those lines. As the best version of cash in crypto, they give dollars the speed and portability of onchain assets, and they have grown accordingly: supply stands at just under $300 billion as of October 2026, roughly 50% above where it started 2025, the year the GENIUS Act was passed.

Gate Money is Gate’s attempt to bring the rest of the picture together. Announced at TOKEN2049 on October 7, the Gate Money section, inside the main Gate app, now puts fiat accounts, crypto, payments, yield and investing on one balance. A day later, Gate announced a partnership with Visa for a crypto-linked card.

This primer covers what Gate Money does, along with Gate’s Visa partnership, and what we'd watch as it rolls out.

Why Now: Stablecoins Are Becoming Everyday Money Supply growth has stalled for most of 2026, but usage has not. Onchain stablecoin transfer volume reached $92.7 trillion over the 12 months to September 2026, up ~82% from the prior 12 months. Year-to-date (YTD), 2026 has seen ~$74 trillion in onchain stablecoin transfer volume, already above the $60.6 trillion recorded for all of 2025.

It is worth noting that raw transfer volume can overinflate true “usage” as the metric includes bot activity, contract-to-contract hops and internal transfers. Adjusting for those, a16z’s 2025 report strips those out and has adjusted stablecoin volume at ~$9 trillion over its trailing year.

Policy and payment rails are following the usage, with the GENIUS Act giving US issuers a clear regulatory perimeter, Stripe’s acquisition of stablecoin infrastructure startup Bridge, and over 160 stablecoin-linked Visa card programs now live globally, per Visa.

For many users, holding crypto or stablecoins is only half the job. Spending or cashing out those assets still typically runs through a bank, which means leaving the exchange’s ecosystem.

Trading activity tends to fluctuate with market volatility, while products tied to payments, balances and financial services can create more recurring user activity. As crypto increasingly moves beyond trading, the value of having one account for holding, spending, investing and earning becomes more important. This is the gap Gate Money is built to close.

Gate Money Functionally, Gate Money organizes six jobs around one balance.

Hold - Users can hold multiple fiat currencies and crypto in one consolidated account system, as it supports fiat deposits and withdrawals alongside onchain deposits and transfers. Receive - Eligible users can set up a bank account inside the same app and use the account details to receive and withdraw funds. Pay - Online and in-store purchases can use fiat or crypto, with Apple Pay and Google Pay support, alongside ATM withdrawals and local QR payments in some countries. Convert - In-app swaps between assets. Earn - Eligible USDT balances can earn up to 3.6% with no lock-up, subject to Gate's product terms. Invest - Access to crypto and traditional assets including stocks. Many of these features, including Gate Card, Gate Pay and stock trading, existed before Gate Money.

What the new Gate Money adds is integration, where a user's balance can be received, held, earned on, invested and spent in one account, turning Gate from somewhere users come to trade into an everyday financial platform.

The Visa Partnership In early October, Gate and Visa announced a partnership for a crypto-linked Visa card that can be applied for and managed inside the Gate app. With this, eligible users will be able to pay at any Visa-accepting merchant, and the crypto in their Gate account is converted to fiat automatically at checkout to cover the purchase.

Visa’s main contribution is its global network, as the payments feature is the job that decides whether an account gets used every day or only when someone trades.

Moreover, Visa is itself one of the stablecoin rails described above, so the card sits on infrastructure with the same vision in mind.

Gate’s CEO described the partnership as a step toward crypto becoming part of everyday financial life, while Visa's Asia Pacific head of digital currency pointed to consumer demand for flexible, convenient and widely accepted payment options.

Why The Build Matters Some platforms launching consumer money products opt for a separate app with its own brand. In contrast, Gate Money lives inside the main Gate app.

While the former may present a cleaner approach from a consumer identity perspective, it has to build its user base from scratch. On the other hand, an embedded product starts with the full user base that can switch Gate Money on without having to download anything, while balances also stay within Gate.

There is also a clear connection to the topic discussed in Primer 1, where Gate CrossEx gives professional desks one pool of margin that works across multiple venues so capital stops sitting idle in silos. Gate Money applies the same idea at the other end of the user spectrum.

Between the two, Gate is building account infrastructure for institutions and for everyday users, which is the groundwork for the forthcoming Gate iWeb3 report.

Reserves and Asset Security An account that holds users’ cash, crypto and investments, and pays out from them every day, only works if users trust the assets are there. Gate says it was the first exchange to launch 100% proof of reserves. Their latest report, published on 21st October, puts total reserves at $8.68 billion with an overall reserve ratio of 118%.

Licensing as the Moat For crypto exchanges, trading features can be easily shipped by a product team. But bank accounts and cards cannot as they require licenses and banking partners on a jurisdictional level, which is why Gate Money’s availability is region-dependent and its licensing stack would take a considerable amount of time to replicate.

The pairing that stands out is the MiCA and PSD2 licenses, both held in Malta, as they cover both the crypto side and the payment-account side of what Gate Money does in Europe.

The licenses determine where each feature can go live, while the partnerships, such as the one with Visa, determine how fast.

Conclusion Gate Money changes what a Gate account is for. Before, it was a place users came to trade. Now, it is built to be where they hold, receive, spend, invest and earn, across both crypto and fiat.

As digital assets and payment rails mature, the contest moves up a layer, to the account where people hold and spend their money. Gate Money is Gate's answer, built on an exchange account with 61M+ users, wired into Visa for spending and backed by licenses across several key jurisdictions.

The question for the foreseeable future is how quickly Gate Money’s bank account and card footprint expands, and whether Gate's users start treating it as their de facto money platform.
2026-10-21 14:44 4d ago
2026-10-21 08:21 4d ago
Nebius očekává vyprodání kapacity AI pro rok 2027
NBIS Nebius Group
FMP Stock News 82
Original source text
watch now

BERLIN — Nebius is seeing AI computing prices rise more than expected, a top executive told CNBC on Wednesday, offering a bullish view as neocloud firms' business model comes under increasing scrutiny.

Investors have grown wary after CoreWeave, one of the biggest neocloud players, saw the spread on its five-year credit default swaps hit levels generally viewed as signs of distress. The yields on CoreWeave's bonds also climbed.

The CoreWeave developments and questions around the amount of debt being used to fund the data center buildout have weighed heavily on other neoclouds like Iren and Nebius, whose stocks have dropped sharply over the last month.

Marc Boroditsky, chief revenue officer at Nebius, said his company wasn't in CoreWeave's position because "we're not carrying the kind of debt that they are."

He also said that if the AI infrastructure company brought its 2027 capacity online, it would sell out. There could be "the same type of dynamic" in 2028, supporting a positive longer-term demand outlook, he said, as companies race to secure access to computing power. 

When asked whether he sees the price per megawatt continuing to rise ahead of expectations, Boroditsky replied: "Yeah."

Nebius is among a new wave of Neocloud companies that are investing billions to buy up Nvidia's graphics processing units, build data centers and rent that capacity.

Nebius ran an auction for computing capacity on Tuesday, which showed continued price rises, the revenue chief said. "We're seeing continued upward mobility in terms of the kind of price per megawatt," he told CNBC.

Price per megawatt, a key measure among new cloud companies, shows how much a company can charge customers for a certain amount of computing capacity.

Chase Lochmiller, CEO of Crusoe, an Nvidia-backed AI company that is building data centers, was also bullish on pricing, saying the company was seeing rising prices for GPUs, including older Nvidia chips.

watch now

"We're seeing higher pricing today for A100s than we saw in 2020 or 2021. We're seeing higher pricing for H100s than what we saw when they were first deployed in 2023," Lochmiller said.

"There's tremendous demand and a lot of it is because the underlying model capabilities have gotten so much more advanced that people are just creating so much more value out of the compute infrastructure."

The comments come amid an investor debate over how quickly Nvidia's GPUs lose their economic value as more powerful chips enter the market.

The ability to continue renting out older chips at attractive prices is crucial to AI infrastructure companies that need to recover their investments and generate profits, while spending billions on GPUs.

Lochmiller's comments suggest that, at least for Crusoe, older generations of Nvidia chips are commanding higher rental prices than when they were first deployed, potentially strengthening the economics of its AI cloud business. 

SpaceX boostNebius stock rose on Wednesday after SpaceX reported revenue at its AI business jumped ninefold to $7.56 billion. SpaceX CFO Bret Johnsen said pricing is "currently tracking slightly above the high end of the $30 to $50 per watt range," underscoring the pricing power for those renting out compute capacity. 

Cloud providers CoreWeave, Iren, and Applied Digital also rose in premarket trading on Wednesday following Johnsen's comments.

Nebius, Coreweave and Applied Digital shares over the past day.

"I'm thrilled by SpaceX's results. It's confirming what we already know, which is that it's a very dynamic market and that supply continues to fall far behind demand," Boroditsky said.
2026-10-21 14:39 4d ago
2026-10-21 08:30 4d ago
Navitas představil 2 300V SiC modul pro energetické aplikace
NVTS Navitas Semiconductor
FMP Stock News 82
Original source text
Latest 2300 V, 8 mΩ full-bridge SiCPAK™ G power module leverages proprietary GeneSiC™ Trench-Assisted Planar™ technology to deliver the industry's leading RDSON, enabling higher and power density for solid-state transformers, grid-scale battery energy storage systems, solar inverters, and megawatt charging infrastructure

TORRANCE, Calif., Oct. 21, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies, today announced an ultra-high-voltage (UHV) SiC power module family for advanced energy and grid infrastructure.

The new G4H08MT23GB4 2300 V full-bridge module family uses the industry-standard SiCPAK™ form factor and has a class-leading RDSON (8 mΩ).

It has been developed to enhance efficiency and power density in solid-state transformers, grid-scale battery energy storage systems, solar inverters, and EV megawatt charging infrastructure. These gains are enabled through its deployment of Navitas' fourth-generation GeneSiC™ Trench-Assisted Planar™ (TAP) architecture, with the launch extending Navitas' 2300 V and 3300 V ultra-high voltage SiC portfolio.

As grid-tied power architectures increasingly underpin next-generation AI data centers, Navitas' UHV SiC modules provide the medium-voltage building block for solid-state transformers that convert grid power directly into the high-voltage DC rails used inside AI data center racks. This places the new module family at the center of Navitas' AI infrastructure portfolio. spanning AI data center and energy and grid infrastructure alongside battery energy storage, solar, EV megawatt charging, hydrogen fuel cell electrolysis and DC-DC conversion, and industrial motor-drive and high-voltage power supply applications.

Advanced Construction for High-Reliability, High-Power Operation

The modules also integrate several construction enhancements that better meet the needs of demanding, high-power applications. For example, its aluminum nitride (AlN) active-metal-braze (AMB) substrate enables superior heat spreading and supports an isolation capability of over 5 kV. Its epoxy-resin potting technology reduces internal stress distribution, limits moisture and contaminant ingress, and delivers 10x improvements in thermal conductivity versus silicone gel.

Additionally, the module’s high-current, press-fit pins have twice the current-carrying capability per pin versus standard press-fit connections. An optional pre-applied thermal interface material (TIM), which simplifies and standardizes heatsink assembly, is also available.

Extended Reliability Testing Validates Long-Term System Lifetime

The new module family will be qualified to Navitas' AEC-Plus* reliability benchmark, which tests beyond AEC-Q101 and JEDEC standard requirements. The benchmark reflects Navitas' focus on system-level lifetime requirements for the demanding mission profiles found in energy and grid infrastructure applications.

The AEC-Plus qualification includes dynamic reverse bias (DRB) and dynamic gate switching (DGS) testing to represent stringent fast-switching application mission profiles; it also more than triples the duration of static high-temperature, high-voltage tests (HTRB, HTGB, HTGB-R). Additionally, it implements an extended power-cycling and temperature-cycling testing and delivers HV-H3TRB (HV-THB) qualification for power modules, discrete and known-good-die (KGD) devices.

“Our fourth-generation GeneSiC Trench-Assisted Planar architecture continues to push the limits of what's possible in ultra-high voltage SiC,” said Paul Wheeler, VP & GM of Navitas' SiC Business Unit. “This new 2300 V module delivers a leading RDS(ON) of any device using the SiCPAK form factor, giving system designers a proven, reliability-tested building block for the solid-state transformers and energy storage systems that are reshaping grid and AI data center infrastructure.”

Samples of the G4H08MT23GB4(HC) family are available immediately, with options for pre-applied TIM and high-current variants:

Part NumberConfigurationPre-Applied TIMPinsG4H08MT23GB4Full-BridgeNoStandardG4H08MT23GB4-TFull-BridgeYesStandardG4H08MT23GB4HCFull-BridgeNoHigh-CurrentG4H08MT23GB4HC-TFull-BridgeYesHigh-Current
A double-pulse test (DPT) system, EVB-UHVSIC-GB-E-DPT-1, is also available on request. This has been created to help engineers evaluate the device's switching performance. A white paper on Trench-Assisted Planar Technology is also available for download from the Navitas website.

To request samples, contact a Navitas representative or email [email protected].

________________________________

*AEC-Plus is Navitas' internal reliability qualification benchmark that extends beyond standard AEC-Q101 and JEDEC test requirements.

About Navitas

Navitas Semiconductor (Nasdaq: NVTS) is a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies for AI infrastructure, including data centers and energy and grid systems, as well as additional markets such as high-performance computing and industrial electrification. Collectively, these technologies address the complete grid-to-xPU power architecture, breaking the AI infrastructure power wall and enabling higher efficiency, greater power density, and increased performance across the entire power chain. Navitas’

GaNFast™ FETs deliver industry-leading power density, efficiency, and high-speed performance, while GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection to enable faster, more efficient power conversion, leading to smaller and more reliable systems. The

GeneSiC™ portfolio combines proprietary trench-assisted planar (TAP) SiC technology with leading-edge discrete packaging and SiCPAK™ power modules to deliver industry-leading efficiency, ruggedness and performance.

Claros™ IVR technologies extend power delivery directly to the xPU, enabling customers to implement vertical power delivery (VPD) and embedded power delivery (EPD) architectures with high-density power conversion beneath or within millimeters of the processor, minimizing power-delivery losses and impedance while enabling ultra-fast transient response, higher efficiency and maximum power density. Navitas has over 450 patents issued or pending and is a leader in 800 VDC and the advanced AI power infrastructure ecosystem.

Navitas®, GaNFast®, GeneSiC™, Claros™, SiCPAK®, GaNSafe®, DrGaN™, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited or affiliates. All other brands, product names and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.

Cautionary Statement Regarding Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas and, forward-looking statements are subject to a number of uncertainties. Our businesses are subject to certain risks that could materially and adversely affect our respective business, financial condition, results of operations, or the value of our securities. For Navitas, these and other risk factors are discussed in the Risk Factors section of our most recent annual report on Form 10-K, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/2ce3de4e-67cd-43d7-863e-96c8cc93aa3b

Navitas Unveils Next-Generation Ultra-High-Voltage SiC Power Module to Advance Energy and Grid Infra... Latest 2300 V, 8 mΩ full-bridge SiCPAK™ G power module leverages proprietary GeneSiC™ Trench-Assiste...
2026-10-21 14:35 4d ago
2026-10-21 09:05 4d ago
XRP Ledger zpomalil kvůli možnému útoku či chybě
XRP Ripple
CoinGecko News 90
Original source text
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

A technical failure on the XRP Ledger (XRPL) network that slowed transaction processing has turned into an open analysis of the protocol's architecture. David Schwartz, former Chief Technology Officer of Ripple and co-creator of the system, publicly named the blockchain's vulnerable points highlighted by the incident.

The problems began after the XRP Ledger Operations team recorded an anomaly: the network's ledgers started closing significantly slower than usual. While engineers searched for the cause of the delays, questions arose in the community about the reliability of the decentralized system. Users were concerned about whether the network could fail due to the overload of several key hubs. Schwartz stepped into the discussion to explain the real limits of XRPL's resilience.

You Might Also Like

HOT Stories

According to Schwartz's assessment, the XRP Ledger software is protected by a multi-layered security system. Nevertheless, in theory there are only two scenarios capable of completely paralyzing the entire network:

Mass infrastructure failure: a situation in which a huge number of validator servers around the world fail simultaneously. Such an outcome is possible only in the event of a global natural catastrophe, so developers consider it unlikely.

Consensus algorithm failure: an error in the very mechanism for reaching agreement between nodes, or the failure of another basic protocol function at the code level.

The recorded slowdown of rounds is direct evidence that the system's technological safety margins have decreased. Schwartz admitted that this is a marker that the network is either under a targeted attack or a hidden bug has been activated inside the code.

At the same time, the architect refuted rumors about the blockchain's vulnerability to single points of failure. The network is fully decentralized, so shutting down or overloading even a large hub (including his own node) has no effect on XRPL's overall operability and uptime.

How the creator of the network was left without logsThe main practical problem turned out to be the vulnerability of the network monitoring systems during peak loads. When consensus rounds slowed down, validators abruptly switched to maximum load. Schwartz's own node could not withstand the influx of requests, causing local RPC connections to hang in the CLOSE_WAIT state.

Official announcement of the XRP Ledger network slowdown, Source: XRP Ledger Operations / XBecause of this hang, Schwartz's internal monitoring system was unable to record and transmit diagnostic data at the most critical moment. As a result, the engineer had to reboot the server without understanding the exact cause of the failure.

During the discussion, it emerged that the hub of the XRPL co-creator was sending logs to an outdated test host of the XRP Ledger Foundation (XRPLF). 

You Might Also Like

Currently, the team of engineers and community operators is manually analyzing the surviving logs to isolate and completely eliminate the defect. Schwartz summarized that, despite the temporary reduction in safety margins, the team has no reason to panic. The developers are fully in control of the situation, and the code architecture has a sufficient technological reserve to keep the network operational.