Track market-moving stories before they get noisy

The market expects RBC Bearings (RBC - 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 30. 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 maker of bearings and components is expected to post quarterly earnings of $3.55 per share in its upcoming report, which represents a year-over-year change of +23.3%.

Revenues are expected to be $516.18 million, up 13.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.06% 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 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 RBC Bearings?For RBC Bearings, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.22%.

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

So, this combination makes it difficult to conclusively predict that RBC Bearings 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 RBC Bearings would post earnings of $3.42 per share when it actually produced earnings of $3.88, delivering a surprise of +13.45%.

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.

RBC Bearings 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 Manufacturing - General Industrial industry, Ingersoll Rand (IR - Free Report) , is soon expected to post earnings of $0.89 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +3.5%. This quarter's revenue is expected to be $2.04 billion, up 4.5% from the year-ago quarter.

The consensus EPS estimate for Ingersoll has been revised 0.3% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.28%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Ingersoll will 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.

Four high-yield stocks spanning pipeline giants and private-credit lenders promise steady monthly checks for retirees, but each one carries a hidden catch that could quietly erode the income it generates.

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

Retirees who stop drawing a paycheck still have monthly bills to pay. Social Security covers part of the gap, and many Boomers fill the rest with dividend checks that come in without selling a single share.

A $50,000 stake in each of four high-yield names would produce this much in yearly income. That works out to $200,000 invested across two business development companies (BDCs) and two pipeline operators, producing more than $13,500 in yearly passive income, or about $1,143.75 a month.

The two BDCs lend to midsize private businesses. The two pipeline operators collect fees for moving energy. Yields below are forward figures, ordered from lowest to highest.

ONEOK Stock #4: ONEOK (NYSE:OKE | OKE Price Prediction) Yield: 4.57% Shares for $50,000: 532.48 Annual Passive Income: ~$2,285 ONEOK runs an approximately 60,000-mile pipeline network handling natural gas, NGLs, refined products, and crude, with ~90% of 2025 earnings fee-based. As a C-corporation, it pays regular dividends and faces no UBTI concerns.

The board raised the quarterly dividend 4% in January 2026 to $1.07, or $4.28 annualized. Against FY2025 EPS of $5.42, that payout uses about 79% of earnings. ONEOK also extinguished ~$3.1B of long-term debt in 2025. The risk: shares rose 42.35% over the past year, compressing the yield for new buyers.

Main Street Capital Stock #3: Main Street Capital (NYSE:MAIN) Yield: 5.8% Shares for $50,000: 924.21 Annual Passive Income: ~$2,900 Main Street is an internally managed BDC that provides debt and equity to lower middle-market companies with annual revenues of $10 million to $150 million, plus a private loan book and an asset manager overseeing $1.8 billion. BDC pass-through rules push most taxable income to shareholders.

It pays monthly dividends of $0.265, going up to $0.27 in Q4 2026, plus quarterly supplementals of $0.30. Q2 2026 adjusted EPS of $1.04 covered the $0.795 in regular quarterly payouts, and non-accruals sat at just 1.1%. The risk: shares trade at $54.10 against a NAV of $33.92, a steep premium that leaves room to fall if credit weakens.

Energy Transfer Stock #2: Energy Transfer (NYSE:ET) Distribution Yield: 6.68% Units for $50,000: 2,495.01 Annual Passive Income: ~$3,340 Energy Transfer runs about 140,000 miles of pipeline and energy infrastructure across 44 states. As a master limited partnership, it returns most cash flow to unitholders, which is why this ultra-high-yield name pays so much.

The Q2 2026 distribution of $0.3400 per unit marked the nineteenth consecutive quarterly increase. Coverage looks solid: Q2 Adjusted EBITDA reached $5.07B (+31% YoY), and management raised 2026 guidance to $18.8B-$19.1B. Tax costs pose a risk. Unitholders receive a K-1 instead of a 1099, and IRA holders face UBTI exposure. Under 26 U.S.C. § 512(c)(1), a tax-exempt account includes its share of partnership business income, and an IRA with $1,000 or more of such income must file Form 990-T.

Ares Capital Stock #1: Ares Capital (NASDAQ:ARCC) Yield: 10.4% Shares for $50,000: 2,660.99 Annual Passive Income: ~$5,200 The largest publicly traded BDC, Ares Capital has $29.35B invested across 619 middle-market companies, mostly through first-lien loans. Its ultra-high yield comes from the requirement to distribute ~90% of taxable income.

The quarterly dividend has held at $0.48 since 2023, but Q2 2026 core EPS of $0.47 fell a penny short. Liquidity of ~$6.0B and a new commercial paper program of up to $1.0B add a buffer. The risk: non-accruals rose to 2.4% from 1.8%, and with 71% of the portfolio floating-rate, lower rates would squeeze income.

Full Income Breakdown for All Four Positions Name Yield or Distribution Rate Annual Dividend Income ONEOK 4.57% $2,285 Main Street Capital 5.8% $2,900 Energy Transfer 6.68% $3,340 Ares Capital 10.4% $5,200 Total 6.86% $13,725 Together, these four positions generate $13,725 in passive income annually on a $200,000 investment, for a blended yield of 6.86%. Of that total, Ares Capital supplies $5,200, Energy Transfer adds $3,340, Main Street Capital chips in $2,900, and ONEOK rounds out the group with $2,285.

A rental property producing similar income ties up capital in one building and takes months to sell. Listed income stocks can be trimmed in a single trading session, which lets a retiree raise cash for a medical bill or rebalance between lenders and pipelines whenever the numbers shift.

Contact [email protected] for any questions or corrections.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

On top of the Zacks Rank, investors can also look at our innovative Style Scores system to find stocks with specific traits. For example, value investors will want to focus on the "Value" category. Stocks with high Zacks Ranks and "A" grades for Value will be some of the highest-quality value stocks on the market today.

Pinnacle Financial Partners (PNFP - Free Report) is a stock many investors are watching right now. PNFP is currently sporting a Zacks Rank #2 (Buy) and an A for Value.

Investors should also recognize that PNFP has a P/B ratio of 1.16. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. PNFP's current P/B looks attractive when compared to its industry's average P/B of 1.80. Within the past 52 weeks, PNFP's P/B has been as high as 1.64 and as low as 1.04, with a median of 1.32.

Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. PNFP has a P/S ratio of 1.21. This compares to its industry's average P/S of 2.4.

Finally, we should also recognize that PNFP has a P/CF ratio of 9.92. This metric focuses on a firm's operating cash flow and is often used to find stocks that are undervalued based on the strength of their cash outlook. This company's current P/CF looks solid when compared to its industry's average P/CF of 17.38. Within the past 12 months, PNFP's P/CF has been as high as 17.68 and as low as 8.90, with a median of 13.08.

Value investors will likely look at more than just these metrics, but the above data helps show that Pinnacle Financial Partners is likely undervalued currently. And when considering the strength of its earnings outlook, PNFP sticks out as one of the market's strongest value stocks.

Wall Street expects a year-over-year increase in earnings on higher revenues when Gates Industrial (GTES - 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 30. 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 power transmission and fluid power systems is expected to post quarterly earnings of $0.45 per share in its upcoming report, which represents a year-over-year change of +15.4%.

Revenues are expected to be $903.52 million, up 5.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.64% 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 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 Gates Industrial?For Gates Industrial, 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 -1.12%.

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

So, this combination makes it difficult to conclusively predict that Gates Industrial 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 Gates Industrial would post earnings of $0.4 per share when it actually produced earnings of $0.44, delivering a surprise of +10.00%.

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.

Gates Industrial 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.

An Industry Player's Expected ResultsOtis Worldwide (OTIS - Free Report) , another stock in the Zacks Manufacturing - General Industrial industry, is expected to report earnings per share of $1 for the quarter ended September 2026. This estimate points to a year-over-year change of -4.8%. Revenues for the quarter are expected to be $3.85 billion, up 4.3% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Otis Worldwide has been revised 0.1% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.57%, reflecting a lower Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Otis Worldwide will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

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

Key Takeaways MP Materials' NdPr production rose 41% in Q2 2026.Lynas' fiscal 2026 revenues jumped 76% to AUD 977.9 million, while net profit reached AUD 222.4 million.Lynas trades cheaper than MP, but both face downward earnings estimate revisions.
MP Materials (MP - Free Report) and Lynas Rare Earths Limited (LYSDY - Free Report) are key players in the global rare earth supply chain and are expected to play key roles in the West’s efforts to secure critical mineral independence and reduce reliance on Chinese supply. 

Las Vegas, NV-based MP Materials is the only fully integrated rare earth producer in the United States. It has capabilities covering the entire supply chain, from mining and processing to advanced metallization and magnet manufacturing. MP has a market capitalization of $7 billion. Perth, Australia-based Lynas, valued at around $8 billion, engages in the exploration, development, mining, extraction and processing of rare earth minerals in Australia and Malaysia. 

Both companies are expanding their production capabilities and strengthening their positions in the permanent magnet market, which serves electric vehicles (EVs), defense systems and other advanced technologies. However, differences in operational execution, profitability and valuation warrant a closer look before investors choose between the two stocks.

The Case for MP MaterialsMP Materials operates the Mountain Pass mine and processing facility, producing refined rare-earth products, concentrates and related materials. It also owns the Independence facility in Fort Worth, TX, where it manufactures magnetic precursor products and began producing permanent magnets in December 2025.

Supported by government incentives, the company is constructing the second domestic magnet manufacturing facility (the 10X Facility) in Northlake, TX, which will lift its total U.S. magnet capacity to 10,000 metric tons. 

MP has been making progress in expanding its rare earth production. Neodymium-praseodymium (NdPr) production increased 41% year over year to 840 metric tons in the second quarter of 2026, despite a scheduled semiannual maintenance outage at Mountain Pass. Management expects third-quarter NdPr production to have exceeded 1,000 metric tons as throughput and plant reliability improved. 

The company also remains on track to begin producing terbium (Tb) and dysprosium (Dy) later in 2026, with initial samarium production targeted for 2028. MP recently entered into a multiyear agreement to supply gadolinium oxide to a leading U.S. aerospace and defense manufacturer. 

The company’s downstream business is also gaining traction. During the second quarter, MP Materials delivered magnets to General Motors Company (GM - Free Report) for in-vehicle qualification testing and expects to begin commercial shipments in the fourth quarter, followed by a steady production ramp. Its partnership with Apple Inc. (AAPL - Free Report) on magnet recycling, production and joint development is also progressing. In addition, Project Swarm, an initiative developed with U.S. and allied drone manufacturers, aims to aggregate and standardize future magnet demand. MP has already signed subscription agreements with several participants.

MP reported an 89% year-over-year increase in second-quarter 2026 revenues to $108.5 million. The company also recorded $17.58 million in income tied to a price protection agreement (PPA) with the U.S. Department of War (DoW). 

However, rising costs remain a concern. Cost of sales increased 43.3% year over year, while selling, general and administrative expenses climbed 28.2%. Start-up costs rose sharply to $14.4 million from $0.76 million a year earlier as the company advanced initial magnet production. Further cost pressures and higher start-up expenses are likely as MP scales its manufacturing operations.

Thus, while government support, production growth and downstream integration offer substantial long-term opportunities, MP must demonstrate that its expanding operations can translate into sustainable profitability.

The Case for LynasThe company’s operations are anchored by the high-grade Mt Weld mine in Western Australia. Material from Mt Weld is processed at facilities in Kalgoorlie and the Lynas Malaysia advanced materials plant in Kuantan. Lynas is also developing a Heavy Rare Earth (HRE) processing facility in Texas under a U.S. DoW contract.

Lynas reached a milestone in 2025 by producing dysprosium oxide (Dy) and terbium oxide (Tb) on the new production line at Lynas Malaysia. It marked Lynas' first commercial production of separated HRE and its first production outside China in decades. In March 2026, the company also produced samarium oxide, a month ahead of its target. Lynas is targeting gadolinium production in early fiscal 2028 and yttrium production in early calendar 2028, with lutetium to follow.

Lynas reported NdPr production of 7,260 tons in fiscal 2026 (ended June 30, 2026), up 11% year over year. Total REO production reached 13,089 tons, up 25% from the prior year. 

Lynas’ revenues jumped 76% year over year to a record AUD 977.9 million ($680.5 million) in fiscal 2026 on higher prices and volumes.  Adjusted EBITDA surged 281% year over year to AUD 386 million ($268.6 million) in fiscal 2026. Net Profit After Tax (NPAT) increased to AUD 222.4 million ($156 million) compared with AUD 8 million in fiscal 2025. 

Lynas continues to face operational and cost challenges as it integrates new facilities and expands capacity. Higher fixed costs associated with facilities undergoing commissioning and ramp-up, more expensive inputs sourced outside China and geopolitical cost pressures weighed on its cost base. At Mt Weld, the company experienced challenges involving the new water recycling plant and variations in ore characteristics that affected downstream processing. It has improved operating standards to manage these variations.

The Kalgoorlie processing facility also continued its ramp-up, with process modifications completed to improve product quality and productivity. These included changes to the precipitation process to increase capacity and improve the quality of mixed rare earth carbonate. Electricity supply disruptions affected operations during the December quarter of fiscal 2026, although supply stabilized later in the second half of fiscal 2026. Lynas continues to explore alternative supply options. 

Having largely completed its Lynas 2025 growth plan, the company is now pursuing its “Towards 2030” strategy. Its priorities include optimizing the returns from recent capital investments, expanding its resource base and production scale, and increasing its participation in the metal and magnet supply chain through partnerships with downstream manufacturers.
The proposed acquisition of Meteoric Resources is another important component of this strategy. The transaction would combine Meteoric’s flagship Caldeira deposit, described as the largest known ionic clay rare earth Mineral Resource outside China, with Lynas’ Mt Weld resource and established operating capabilities. The deal is expected to support resource expansion, increase future feedstock capacity for NdPr and heavy rare earths, and strengthen Lynas’ longer-term growth prospects, subject to completion and execution.

Lynas has also secured a 10-year renewal of its Malaysian operating license, providing greater regulatory certainty than the previous three-year licenses. Together with its expanding product portfolio, improving earnings and investments in downstream capabilities, this offers a stronger foundation for future growth. However, successful execution of its expansion plans and continued improvement in operating efficiency will remain important.

How do Estimates Compare for MP & LYSDY?The Zacks Consensus Estimate for MP Materials’ fiscal 2026 earnings is pegged at a loss of 2 cents per share compared with a loss of 24 cents in 2025. The estimate for MP Materials’ 2027 earnings is 73 cents per share. 

The Zacks Consensus Estimate for Lynas’ fiscal 2027 earnings (ending June 2027) is pegged at 34 cents per share, indicating an increase of 127% year over year. The fiscal 2027 estimate of 44 cents indicates 29.4% year-over-year growth. 

Image Source: Zacks Investment Research

However, analyst sentiment has weakened for both companies. Both companies have been witnessing downward revisions to their estimates, as shown in the chart below.

Image Source: Zacks Investment Research

MP vs. LYSDY: Price Performance & ValuationOver the past year, MP Materials stock has declined 43.6% compared with Lynas’ 38.1% fall.

Image Source: Zacks Investment Research

MP Materials is currently trading at a forward 12-month price-to-sales ratio of 9.82, while Lynas is trading at a lower 6.65.

Image Source: Zacks Investment Research

MP Materials or Lynas: Which Stock is the Better Buy?MP Materials and Lynas Rare Earths are positioned to benefit from growing demand for rare earths and efforts to diversify global supply chains. MP’s government-backed initiatives, expanding magnet manufacturing capacity and downstream integration offer significant long-term growth potential. However, elevated start-up costs, rising operating expenses and continued investment requirements weigh on near-term profitability.

Lynas has demonstrated stronger financial performance, with record fiscal 2026 revenues, higher profits and commercial production of heavy rare earths. Its lower forward price-to-sales multiple of 6.65 compared with MP’s 9.82 also makes it relatively more attractive. However, operational challenges and downward earnings estimate revisions remain concerns.

MP Materials currently carries a Zacks Rank #5 (Strong Sell), while Lynas holds a Zacks Rank #4 (Sell). Investors may prefer to wait for earnings estimates to stabilize and operational improvements to translate into sustained profitability before considering either stock.

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

Key Takeaways MXL raises its 2026 optical revenue outlook to $250-$270M as AI demand drives 210% infrastructure growth.
MXL projects Q4 revenues of $240-$260M, with infrastructure growth expected to offset seasonal weakness.
MXL eyes 1.6T shipments in early 2027, with bookings extending to 2028 despite foundry capacity constraints.

MaxLinear, Inc. (MXL - Free Report) highlighted accelerating AI data center demand, expanding optical connectivity opportunities and improving profitability during its third-quarter 2026 earnings call. Management raised its annual optical data center revenue outlook and emphasized strong customer bookings extending into 2028.

The discussion centered on the company's transition toward higher-speed interconnect technologies, growing hyperscaler engagement and supply constraints that could influence future revenue growth.

MXL Raises Optical Revenue Outlook on AI DemandCEO Kishore Seendripu raised the company's 2026 optical data center revenue outlook to $250-$270 million, citing stronger demand for its PAM4 digital signal processor (DSP) products.

Infrastructure revenues increased 210% year over year to approximately $125 million, becoming MaxLinear's largest revenue category. The Keystone 800G platform remained the primary growth driver, supported by production deployments across multiple hyperscalers.

CFO Steven Litchfield said management expects optical DSP growth to exceed overall market growth in 2027, supported by customer demand and expanding market share.

MaxLinear Targets Higher Fourth-Quarter RevenuesFor fourth-quarter 2026, management projected revenues of $240-$260 million, with infrastructure growth expected to offset seasonal weakness in broadband and connectivity.

Litchfield guided non-GAAP gross margin in the range of 59%-62% and operating expenses of $65-$70 million. Management expects infrastructure-heavy product mix to support margin improvement despite manufacturing cost pressures.

Third-quarter revenues reached $218.06 million, exceeding the Zacks Consensus Estimate of $215 million. Adjusted earnings of 62 cents per share surpassed the consensus estimate of 56 cents. Non-GAAP operating margin improved to 29.5% from 22.3% sequentially.

MXL Sees 1.6T Products Driving Future ExpansionSeendripu outlined accelerating qualification activity for Rushmore, the company's 200-gigabit-per-lane platform supporting 1.6T optical architectures.

During questioning from Stifel, he clarified that initial 1.6T shipments could begin in early 2027, followed by stronger second-half deployments. Management expects 2028 to represent a more substantial growth period.

Seendripu also indicated that DSP average selling prices are approximately doubling during the transition from 800G to 1.6T. Bundling Washington transimpedance amplifiers could increase content value further, with management targeting broader attachment rates.

MaxLinear Addresses Supply Constraints and BookingsStoneX analysts questioned management about order visibility and capacity limitations. Litchfield indicated that customers are placing orders throughout 2027 and into 2028, despite optical product lead times of approximately 26-28 weeks.

During Susquehanna's questioning about potential overordering, Seendripu rejected concerns about double ordering, emphasizing disciplined customer procurement. He identified semiconductor foundry capacity as a more significant supply limitation.

Needham analysts also examined rising wafer prepayments. Litchfield expects further increases as demand expands, while the company increased its revolving credit facility by $70 million to $200 million to support additional capacity requirements.

MXL Expands Beyond Optical ConnectivityManagement highlighted Annapurna electrical interconnects and Washington optical components as additional growth opportunities. Initial revenues are expected in 2027, followed by stronger adoption in 2028.

Seendripu also discussed RackCommander, which addresses telemetry, power management and control-plane connectivity within AI infrastructure. Panther storage acceleration and XGS-PON data center connectivity broaden the portfolio.

Meanwhile, broadband and connectivity revenues improved sequentially, supported by fiber deployments and Wi-Fi 7 gateways. Litchfield expects broadband growth in 2027 despite near-term seasonal softness.

MaxLinear Maintains Focus on ExecutionManagement's tone remained confident regarding AI infrastructure demand, customer qualifications and expanding product opportunities. However, foundry capacity constraints and qualification complexity remain important execution considerations.

Seendripu emphasized continued product diversification and deeper hyperscaler engagement, while Litchfield highlighted operating discipline and improved liquidity as priorities supporting anticipated growth.

What MXL's Zacks Rank and Style Scores IndicateMXL currently carries a Zacks Rank #3 (Hold), indicating a neutral near-term earnings estimate revision outlook. Its Growth Score of A and Momentum Score of B reflect favorable growth characteristics and price momentum. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

However, its Value Score of F indicates comparatively weak valuation attractiveness, while its VGM Score of C signals a mixed overall profile. These scores complement the Zacks Rank rather than independently determining investment prospects. The stock's Zacks Rank could change as analysts revise earnings estimates following the latest quarterly results.

NEW YORK, Oct. 23, 2026 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2025 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating:

Synaptics Incorporated (NASDAQ: SYNA) related to its sale to ON Semiconductor Corporation. Under the terms of the proposed transaction, Synaptics shareholders are expected to receive $123 in cash per share. Is it a fair deal for you?
ACT NOW – the Merger Vote is on November 17, 2026. Click here for more info https://monteverdelaw.com/case/synaptics-incorporated-2/. It is free and there is no cost or obligation to you.

***

Eagle Financial Services, Inc. (NASDAQ: EFSI) related to its sale to John Marshall Bancorp, Inc. Under the terms of the proposed transaction, Eagle Financial shareholders are expected to receive 2.00 shares of John Marshall Bancorp common stock for each share of Eagle Financial common stock. Is it a fair deal for you?
ACT NOW – the Merger Vote is on November 19, 2026. Click here for more info https://monteverdelaw.com/case/eagle-financial-services-inc/. It is free and there is no cost or obligation to you.

***

Victory Capital Holdings, Inc. (NASDAQ: VCTR) related to its merger with First Eagle. Under the terms of the proposed transaction, Victory Capital will acquire First Eagle for total consideration of approximately $7.0 billion, comprising approximately $4.4 billion in cash and $2.0 billion in newly issued Victory Capital equity. In addition, Victory Capital will assume $575 million of First Eagle's existing 7.25% senior secured notes due 2032. KSF is seeking to determine whether the merger and the process that led to it are adequate, or whether the merger is fair to Victory shareholders.  Is it a fair deal for you?
ACT NOW – the Merger Vote is on November 17, 2026. Click here for more info https://monteverdelaw.com/case/victory-capital-holdings-inc/. It is free and there is no cost or obligation to you.

***

Centerspace (NYSE: CSR) related to its sale to IRT. Under the terms of the proposed transaction, Centerspace shareholders are expected to receive 3.800 common shares of IRT for each share of Centerspace. Is it a fair deal for you?
ACT NOW – the Merger Vote is on November 10, 2026. Click here for more info https://monteverdelaw.com/case/centerspace/. It is free and there is no cost or obligation to you.

NOT ALL LAW FIRMS ARE THE SAME. Before you hire a law firm, you should talk to a lawyer and ask:

Do you file class actions and go to Court?When was the last time you recovered money for shareholders?What cases did you recover money in and how much?
About Monteverde & Associates PC

Our firm litigates and has recovered money for shareholders…and we do it from our offices in the Empire State Building. We are a national class action securities firm with a successful track record in trial and appellate courts, including the U.S. Supreme Court. 

No company, director or officer is above the law. If you own common stock in the above listed company and have concerns or wish to obtain additional information free of charge, please visit our website or contact Juan Monteverde, Esq. either via e-mail at [email protected] or by telephone at (212) 971-1341.

Contact:
Juan Monteverde, Esq.
MONTEVERDE & ASSOCIATES PC
The Empire State Building
350 Fifth Ave. Suite 4740
New York, NY 10118
United States of America
[email protected]
Tel: (212) 971-1341

Attorney Advertising. (C) 2026 Monteverde & Associates PC. The law firm responsible for this advertisement is Monteverde & Associates PC (www.monteverdelaw.com).  Prior results do not guarantee a similar outcome with respect to any future matter.

The $25k Day Trading Barrier is Gone. It's Time to Put Your Capital to Work.

For years, the PDT rule put a major roadblock in front of active traders. The barrier is no longer standing in the way.

But having more freedom doesn't mean every trade is worth taking. 

With Dynamite Day Trading Signals, you'll receive up to 2 options trade alerts per week, each targeting 50%+ gains in a single session.

NO holding positions overnight.

NO waiting weeks for a trade to develop.

Just focused options trades designed to capitalize on opportunities as they emerge.

👉 Get Access to Dynamite Day Trading Signals

Key Takeaways DECK's Q2 adjusted EPS rose 11.5% to $2.03, beating estimates, while sales of $1.48 billion missed forecasts.DECK's gross margin expanded 430 basis points to 60.5%, aided by tariff refunds and strong full-price selling.Deckers cuts its fiscal 2027 sales outlook to $5.70-$5.725 billion but raises EPS guidance to $7.80-$7.95.
Deckers Outdoor Corporation (DECK - Free Report) reported mixed second-quarter fiscal 2027 results, with earnings surpassing the Zacks Consensus Estimate but revenues falling short. Adjusted earnings of $2.03 per share increased 11.5% year over year and beat the consensus estimate of $1.82. Including a 28-cent benefit from net refunds related to International Emergency Economic Powers Act (“IEEPA”) tariffs, earnings came in at $2.31 per share. Net sales grew 3.5% year over year to $1,480.6 million but missed the Zacks Consensus Estimate of $1,510 million. On a constant-currency basis, net sales increased 2.8%.

Strong full-price selling, favorable product mix and disciplined expense management supported profitability. However, softer domestic direct-to-consumer (DTC) demand and European logistics disruptions weighed on revenues. International sales increased 9%, providing an important growth driver.

The HOKA brand generated revenues of $677.2 million, up 6.8% year over year. Wholesale strength and continued international momentum supported growth. HOKA wholesale revenues rose 9%, while DTC sales grew 4%.

The UGG brand delivered revenues of $786.4 million, increasing 3.5% year over year. Wholesale revenues grew 7%, partially offset by an 8% decline in DTC sales. Other Brands revenues decreased 54.3% to $17 million, reflecting the wind-down of Koolaburra's standalone operations.

Deckers' Wholesale Growth Offsets DTC WeaknessWholesale net sales increased 5.5% year over year to $1.09 billion in the second quarter, supported by healthy global sell-in across HOKA and UGG. Strong performance in multi-brand retail environments helped offset weaker demand through company-operated channels.

DTC net sales declined 1.8% to $387.5 million, while comparable DTC sales decreased 6.4%. Management attributed the weakness primarily to heightened promotional activity in the U.S. athletic footwear market and increasingly selective consumer spending.

Domestic revenues declined 0.4% to $835.8 million, while international revenues increased 9% to $644.7 million. Asia-Pacific delivered the highest percentage growth among international regions.

European third-party logistics disruptions delayed approximately $22 million in shipments. Management cautioned that some delayed sales could be canceled rather than fully recovered in subsequent quarters.

DECK's Full-Price Strategy Supports Higher MarginsGross profit increased 11.4% year over year to $895.1 million. Gross margin expanded 430 basis points to 60.5%, including a 310-basis-point benefit from IEEPA tariff refunds. Excluding this benefit, gross margin improved 120 basis points, supported by favorable product mix and full-price selling.

Selling, general and administrative expenses increased 5.9% year over year to $505.7 million. Higher marketing and technology investments contributed to the increase, although management's cost-control measures kept spending below expectations.

Operating income rose 19.3% to $389.5 million. Operating margin expanded to 26.3% from 22.8%. Excluding tariff refund benefits, operating margin reached 23.2%, reflecting underlying profitability improvement.

Deckers Maintains Strong Liquidity & Shareholder ReturnsCash and cash equivalents totaled $1.21 billion as of Sept. 30, 2026 compared with $1.41 billion a year earlier. Inventories increased 3% year over year to $860.8 million. The company maintained a debt-free balance sheet with no outstanding borrowings.

During the quarter, Deckers repurchased approximately 3.2 million shares for $299.3 million at an average price of $93.65 per share. First-half repurchases totaled $637.5 million, with approximately $4.4 billion remaining under its authorization.

DECK Expects Modest Q3 Growth Amid Consumer PressureFor the fiscal third quarter, management expects consolidated revenues to increase at a low-single-digit rate. UGG revenues are projected to grow at a low-single-digit pace, while HOKA revenues are expected to increase at a low-to-mid-single-digit rate.

Management expects continued international strength but anticipates pressure on domestic DTC sales as consumers increasingly seek promotional offers. Higher freight expenses and slightly increased promotional activity are also expected to affect margins.

Third-quarter earnings are projected between $3.52 and $3.60 per share, including approximately 24 cents from IEEPA tariff refunds. Product launches and international demand are expected to support an acceleration in HOKA's revenue growth during the fourth quarter.

Deckers' Fiscal 2027 View Reflects Softer DemandFor fiscal 2027, Deckers lowered its consolidated revenue outlook to $5.70-$5.725 billion from $5.86-$5.91 billion. HOKA revenues are now expected to increase at a high-single-digit rate compared with the previous low-double-digit outlook. UGG growth expectations were reduced to low-single-digit from mid-single-digit.

Gross margin is now projected at approximately 58.5%, while SG&A expenses are expected to represent 35.5% of revenues. Operating margin is forecast at approximately 23%, including tariff refund benefits.

Management raised its earnings guidance to $7.80-$7.95 per share from $7.35-$7.50, incorporating approximately 52 cents of tariff refund benefits. Excluding these benefits, the outlook implies a gross margin of 57% and operating margin slightly above 21.5%. The company continues to expect an effective tax rate of approximately 23% and assumes $1 billion in fiscal-year share repurchases.

Shares of this Zacks Rank #3 (Hold) company have fallen 11.2% over the past three months compared with the industry’s decline of 2.5%.

Stocks Worth ConsideringVince Holding Corp. (VNCE - Free Report) , a leading global luxury apparel and accessories brand, sports a Zacks Rank of 1 (Strong Buy). VNCE delivered a trailing four-quarter earnings surprise of 561.4%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Vince Holding’s current fiscal-year sales and EPS calls for growth of 14% and 175%, respectively, from the year-ago figures.

Abercrombie & Fitch Co. (ANF - Free Report) , a global, digitally led, omnichannel specialty retailer of apparel and accessories, sports a Zacks Rank #1. ANF delivered a trailing four-quarter earnings surprise of 13.6%, on average.

The Zacks Consensus Estimate for Abercrombie & Fitch’s current fiscal-year sales and EPS implies growth of 4.8% and 15.8%, respectively, from the year-ago figures.

Boot Barn Holdings, Inc. (BOOT - Free Report) , a leading lifestyle retailer of western and work-related footwear, apparel and accessories, carries a Zacks Rank #2 (Buy). BOOT delivered a trailing four-quarter earnings surprise of 11.4%, on average.

The Zacks Consensus Estimate for BOOT’s current fiscal-year sales and EPS calls for growth of 15.8% and 23.7%, respectively, from the year-ago figures.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

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

Zacks Premium also includes the Zacks Style Scores.

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

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

The Style Scores are broken down into four categories:

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

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

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

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

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

#1 (Strong Buy) stocks have produced an unmatched +23.82% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

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

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

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

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

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

Stock to Watch: Sensata (ST - Free Report) Headquartered in Attleboro, MA, Sensata Technologies Holding plc is a global industrial technology company that develops, manufactures and sells sensors and sensor-rich solutions, as well as electrical protection components and systems.

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

Additionally, the company could be a top pick for growth investors. ST has a Growth Style Score of B, forecasting year-over-year earnings growth of 10.2% for the current fiscal year.

For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.00 to $3.77 per share. ST boasts an average earnings surprise of +3.7%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ST should be on investors' short list.

Darling Ingredients (DAR - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Darling is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Darling, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for DarlingThis producer of natural ingredients from edible and inedible bionutrients is expected to earn $7.09 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Darling. Over the past three months, the Zacks Consensus Estimate for the company has increased 42.1%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Darling to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Eastern Bankshares NASDAQ: EBC reported record third-quarter operating earnings as commercial lending growth, expense control and improved credit metrics supported profitability, while management said competition for deposits and uncertainty around interest rates remain key factors entering the fourth quarter.

Chief Executive Officer Denis Sheahan said the company’s performance reflected “disciplined execution” of its priorities, including organic growth in banking and fee-based businesses, capital returns and conservative credit management. He said period-end loan growth was led by commercial real estate originations and broad-based commercial and industrial lending, while commercial loan pipelines remained strong.

Get Eastern Bankshares alerts:

However, Sheahan said some clients have taken a more measured approach to investment decisions because of interest-rate uncertainty, slowing the pace of loan closings relative to expectations. He said Eastern remains optimistic about its previously communicated full-year targets and plans to provide 2027 guidance after further assessing the higher-rate environment.

Record Operating Earnings and Higher Returns
Chief Financial Officer David Rosato said Eastern posted record operating net income of $111 million, or $0.51 per diluted share, up 4% from the prior quarter and 50% from a year earlier. The quarter benefited from net interest income growth, lower expenses and a modestly lower effective tax rate driven mainly by a greater level of tax-preferenced items.

Rosato said the effective tax rate is expected to return to approximately 22% going forward.

Total revenue was $306.6 million, up 1% from the prior quarter. Net interest income increased 2%, while operating noninterest income declined $5.2 million, or 16%, from a particularly strong second quarter. The decline largely reflected a $6.3 million reduction in income from investments for employee retirement benefits amid weaker equity market performance, as well as lower miscellaneous income and fees following commercial loan sale gains recognized in the second quarter.

Operating efficiency improved, with the operating efficiency ratio declining to 47.5%. Operating return on average assets increased 3 basis points to 1.41%, while operating return on average tangible common equity increased 37 basis points to 15.7% from the second quarter.

Noninterest expense fell $8.3 million, or 5%, from the preceding quarter. On an operating basis, expenses declined $6.7 million, aided by reduced employee retirement-benefit costs, occupancy and equipment expense, professional-services costs and other operating expenses. Rosato cautioned that expenses should rise somewhat in the fourth quarter from third-quarter levels and said investors should consider an expense base nearer the average of the second and third quarters.

Margin Pressure Offset by Asset Repricing
Net interest margin declined 4 basis points sequentially to 3.62%, as higher funding costs more than offset a modest improvement in asset yields. Interest-bearing liability costs increased 8 basis points as deposit costs rose, while total deposit costs increased 9 basis points to 1.56%; the September spot rate was 1.59%.

Excluding discount accretion, net interest margin declined 2 basis points from the prior quarter. Eastern’s year-to-date margin of 3.64% remained within its full-year guidance range of 3.60% to 3.65%.

Rosato said management expects margin to remain relatively stable in the fourth quarter and improve modestly next year, including under a scenario involving additional Federal Reserve rate increases. He said the company expects fixed-rate asset repricing to outpace increases in deposit costs, citing about $1 billion of fixed-rate assets repricing in the fourth quarter and roughly $800 million per quarter in 2027.

Eastern has also been reinvesting securities cash flows and adding modestly to its securities portfolio. Rosato said the company has been purchasing securities with yields of roughly 6% to 6.5%, depending on asset class.

Loans, Deposits and Wealth Management
Period-end loans increased $261 million, or 1.1%, from the second quarter. Commercial real estate balances grew $229 million, supported by strong originations as payoffs moderated from second-quarter levels. C&I balances rose $93 million, with growth described as broad-based across the portfolio. Commercial loan pipelines ended September at approximately $1 billion, balanced between CRE and C&I lending.

Home-equity balances increased $44 million, and residential mortgage balances rose modestly. Management said it expects the residential mortgage portfolio to remain relatively flat in 2026 as it emphasizes home-equity and commercial lending growth.

Period-end deposits grew $98 million despite seasonal municipal outflows, while average deposits increased $667 million, or 2.6%, from the prior quarter. Rosato said customers continued to favor liquidity, contributing to growth in money-market balances. He added that Eastern has about $2 billion more deposits than loans and does not view funding as a current constraint on loan growth.

Wealth assets under administration increased to $11.6 billion, including $10.8 billion in assets under management. AUM rose $156 million sequentially, driven primarily by $97 million of positive net flows. Wealth-management fees declined modestly from the previous quarter because lower seasonal tax-preparation fees more than offset higher AUM-related revenue, but were up 10% from the year-earlier quarter.

Asset Quality, Capital Returns and Strategy
Asset quality improved during the quarter. Net charge-offs fell to 9 basis points of average total loans from 17 basis points in the second quarter, while nonperforming loans declined $24.6 million to $84.8 million, or 36 basis points of total loans. Rosato said nonperforming loans improved in both Eastern’s legacy portfolio and the acquired HarborOne portfolio, though commercial criticized and classified loans increased modestly due to a small number of relationships.

Sheahan said Eastern has limited exposure to Boston’s life-science sector and that investor-office loans represent 4% of total loans. He said the office portfolio is well reserved and performing within management’s expectations.

Eastern’s CET1 ratio was 13% and its tangible common equity ratio was 9.6%. During the quarter, the company returned $89.1 million to shareholders through $32.4 million in dividends and $56.7 million of share repurchases. Eastern repurchased 2.6 million shares at an average price of $22.11 and had repurchased another 1.6 million shares for $33.8 million through the date of the call.

Management said it is focused on managing capital toward the median of the KRX group through organic growth, dividends and share repurchases. Sheahan also said the company is not focused on whole-bank acquisitions, while noting Eastern has benefited from commercial-market consolidation through talent recruitment and opportunities to gain market share.

About Eastern Bankshares (NASDAQ:EBC)Eastern Bankshares, Inc NASDAQ: EBC is the holding company for Eastern Bank, a full-service commercial bank headquartered in Boston, Massachusetts. Founded in 1818, Eastern Bank is one of the oldest and largest mutual banks in the United States to have converted to public ownership.

Eastern Bank provides a range of personal and business banking products, including checking and savings accounts, residential and commercial real estate loans, consumer lending, commercial loans, cash-management services and online banking.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Eastern Bankshares Right Now?Before you consider Eastern Bankshares, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Eastern Bankshares wasn't on the list.

While Eastern Bankshares currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.

Get This Free Report

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

860 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.

Sterling Infrastructure (STRL - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 27.4% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.

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

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

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

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

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

Why a Trend Reversal is Due for STRLThe heavy selling of STRL shares appears to be in the process of exhausting itself, as indicated by its RSI reading of 25.43. So, the trend for the stock could reverse soon for reaching the old equilibrium of supply and demand.

This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering STRL in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 0% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.

Moreover, STRL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Agilon Health (AGL - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.

Agilon Health is a member of our Medical group, which includes 916 different companies and currently sits at #7 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Agilon Health is currently sporting a Zacks Rank of #2 (Buy).

Over the past three months, the Zacks Consensus Estimate for AGL's full-year earnings has moved 17.2% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Based on the latest available data, AGL has gained about 424.4% so far this year. Meanwhile, stocks in the Medical group have gained about 6.3% on average. This shows that Agilon Health is outperforming its peers so far this year.

One other Medical stock that has outperformed the sector so far this year is Arcturus Therapeutics (ARCT - Free Report) . The stock is up 75% year-to-date.

Over the past three months, Arcturus Therapeutics' consensus EPS estimate for the current year has increased 12.8%. The stock currently has a Zacks Rank #2 (Buy).

Breaking things down more, Agilon Health is a member of the Medical Services industry, which includes 70 individual companies and currently sits at #154 in the Zacks Industry Rank. On average, this group has gained an average of 9.7% so far this year, meaning that AGL is performing better in terms of year-to-date returns.

Arcturus Therapeutics, however, belongs to the Medical - Biomedical and Genetics industry. Currently, this 449-stock industry is ranked #103. The industry has moved +5.9% so far this year.

Going forward, investors interested in Medical stocks should continue to pay close attention to Agilon Health and Arcturus Therapeutics as they could maintain their solid performance.

21.01K 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.

Key Takeaways EMCOR's RPO reached $17.14B, up 43.9% yoy, supported by data centers and infrastructure demand.MasTec's backlog climbed 30% to $21.4B, while its Superior acquisition is expected to boost prospects.EME posted 35.49% ROE, while MTZ's 2026-27 EPS estimates imply faster yoy growth. The growing investments in data centers and mission-critical infrastructure are creating a diversified market exposure for firms like EMCOR Group, Inc. (EME - Free Report) and MasTec, Inc. (MTZ - Free Report) . Customers are increasing investments in data centers, AI infrastructure, communications networks and other mission-critical facilities, creating demand for contractors with the skilled workforce and operational capabilities to deliver complex projects efficiently. However, project funding volatility, elevated inflation and ongoing geopolitical uncertainties are concerning for the near-term prospects to some extent.

EMCOR offers mechanical and electrical construction, industrial and energy infrastructure services for a diverse range of businesses, serving commercial, industrial, utility and institutional clients in the United States. MasTec engages in the engineering, building, installation, maintenance and upgrade of energy, communication and utility infrastructure and is working to expand its margins and improve execution.

Let’s compare the fundamentals of the two infrastructure stocks to determine which one has better upside potential.

The Case for EMCOR StockEMCOR’s U.S. construction business is benefiting from robust demand for data centers, AI infrastructure, network and communications, healthcare, and water and wastewater projects. In the first half of 2026, company-wide revenues rose 19.7% year over year to $9.78 billion, reflecting strong activity across its businesses. As of June 30, 2026, RPOs reached $17.14 billion, up 43.9% year over year and 29% from December 2025, with approximately 95% of the growth attributed to organic demand. Investments in prefabrication, construction technologies, workforce training, virtual design and construction, and advanced project planning further support productivity and delivery capabilities on increasingly complex projects.

Besides, EME’s first-half 2026 performance highlights improving operating leverage and disciplined cost management. Strong construction activity, improved Electrical Construction profitability and better Building Services margins supported performance. Beyond market tailwinds, EMCOR’s acquisition strategy is strengthening its electrical construction footprint and expanding its ability to serve complex infrastructure customers. Its 2026 electrical contractor acquisitions—including B&B Electric, Sidney Electric, Giles Electric, Schmidt Electric and Connelly Electric—bring complementary capabilities, geographic reach and access to skilled union labor. Collectively, the acquired businesses generated approximately $625 million in trailing 12-month revenues and $105 million in EBITDA, while management expects $250-$275 million in incremental revenues in the second half of 2026 from the acquisitions.

However, the company faces several macroeconomic and operational risks that could affect project execution, profitability and future growth. Economic and geopolitical uncertainty, changing interest rates and volatility in customer spending may influence construction activity and funding decisions, particularly for large-scale infrastructure and industrial projects.

Inflation in labor, materials, equipment and energy costs may pressure project margins, especially when contractual pricing mechanisms do not fully offset cost increases. Changes in project mix, competitive bidding, tariffs, regulatory requirements and reduced refinery turnaround activity could further affect profitability. Consequently, sustaining margins and converting its record backlog into revenues and cash flow remain key execution priorities.

The Case for MasTec StockMasTec is benefiting from strong infrastructure spending trends, especially in AI-related projects such as power delivery, grid modernization, data-center construction, fiber connectivity and related infrastructure. Its record 18-month backlog reached $21.4 billion in the second quarter of 2026, up 30% year over year and 5% sequentially, with Clean Energy & Infrastructure backlog rising 58% year over year to $7.8 billion. Power Delivery backlog also reached a record $6.3 billion, reflecting continued award activity.

Also, MTZ’s acquisition strategy is enhancing its capabilities in attractive, high-growth infrastructure markets while expanding its ability to execute increasingly complex projects. The July 2026 acquisition of The Superior Group is particularly compelling. Superior is expected to contribute $800-$900 million in revenues and $100-$115 million in adjusted EBITDA during the remainder of 2026, making the deal immediately accretive to earnings and cash flow based on management’s preliminary estimates.

However, the ongoing weakness in its Communications segment, macroeconomic and industry-specific uncertainties, and issues in cash flow generation are concerning for near-term prospects. In the second quarter of 2026, MasTec’s Communications segment remains a notable weak spot, with EBITDA declining 11.6% to $73.1 million, while the EBITDA margin contracted 170 basis points to 8.2% from 9.9% a year ago. The deterioration suggests that revenue growth is not translating efficiently into profitability in this business. While management continues to expect Communications revenues of roughly $3.25 billion in 2026, the high-single-digit margin outlook leaves limited room for execution setbacks.

Additionally, MTZ is subject to risks from inflation, interest rates, tariffs, regulatory and policy changes, permitting, supply-chain constraints, labor availability and changes in customer capital-expenditure plans. These risks are particularly relevant because MasTec operates across capital-intensive markets, including clean energy, power infrastructure, communications and pipelines. Weak free cash flow is also another concern for the company.

Stock Performance & Valuation TrendAs witnessed from the chart below, in the year-to-date period, EMCOR’s share price performance has outperformed MasTec and the broader Construction sector.

Image Source: Zacks Investment Research

Considering valuation, over the last five years, EMCOR has been trading above MasTec on a forward 12-month price-to-earnings (P/E) ratio basis.

Image Source: Zacks Investment Research

Overall, from these technical indicators, it can be deduced that EME stock offers a diminishing growth trend but with a premium valuation, while MTZ stock offers a declining trend with a discounted valuation.

Comparing EPS Estimate Trends: EME vs. MTZThe Zacks Consensus Estimate for EME’s 2026 and 2027 earnings has remained unchanged over the past 60 days at $32.98 and $37.23 per share, respectively. However, the estimates for 2026 and 2027 indicate year-over-year improvements of 27.5% and 12.9%, respectively.

EME’s EPS Trend

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MTZ’s 2026 and 2027 earnings has trended downward over the past 30 days to $9.27 and $12.67 per share, respectively. However, the revised estimates for 2026 and 2027 imply year-over-year growth of 41.5% and 36.7%, respectively.

MTZ’s EPS Trend

Image Source: Zacks Investment Research

Return on Equity (ROE) of EME & MTZ StocksEMCOR’s trailing 12-month ROE of 35.49% significantly exceeds MasTec’s average, underscoring its efficiency in generating shareholder returns.

Image Source: Zacks Investment Research

Which Stock Has More Upside Potential: EME Stock or MTZ Stock?EMCOR is supported by strong organic demand, a record remaining performance obligation (RPO) balance and improving operating efficiency. Its investments in construction technology, workforce capabilities and electrical contractor acquisitions are strengthening its ability to execute complex projects. Stable earnings estimates and superior return on equity also highlight its financial execution and profitability advantages. However, its premium valuation and exposure to labor inflation, project costs and changing customer spending could limit near-term gains

MasTec offers exposure to expanding power infrastructure and clean energy markets, with a growing backlog and the Superior Group acquisition broadening its capabilities. Its earnings growth outlook is encouraging, but downward earnings estimate revisions, weakening Communications segment profitability and cash flow concerns raise execution risks. Integration challenges and macroeconomic uncertainties could further pressure results.

Even though both stocks currently carry a Zacks Rank #4 (Sell), EME stock appears to be the more attractive option for investors choosing between the two, given its stronger execution, profitability and earnings estimate stability. MasTec’s discounted valuation and infrastructure exposure may appeal to risk-tolerant investors, but its deteriorating earnings revisions warrant caution.

Investors may be better off waiting for improved market signals and clearer evidence of sustained operating performance before buying either stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The air taxi networks will be in Austin, Houston and the Dallas-Fort Worth area, with the goal of increasing connectivity between major airports, business hubs and tourist destinations.

CBOE Global (CBOE - 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 30, 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 holding company for the Chicago Board Options Exchange is expected to post quarterly earnings of $3.37 per share in its upcoming report, which represents a year-over-year change of +26.2%.

Revenues are expected to be $701.96 million, up 15.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.17% 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 CBOE?For CBOE, 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 +2.02%.

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

So, this combination indicates that CBOE 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 CBOE would post earnings of $3.45 per share when it actually produced earnings of $3.56, delivering a surprise of +3.19%.

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.

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

An Industry Player's Expected ResultsAnother stock from the Zacks Securities and Exchanges industry, IntercontinentalExchange (ICE - Free Report) , is soon expected to post earnings of $1.97 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +15.2%. Revenues for the quarter are expected to be $2.73 billion, up 13.2% from the year-ago quarter.

The consensus EPS estimate for ICE has been revised 0.9% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.02%.

When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that ICE 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.

Medical lab testing giant Quest Diagnostics has confirmed a cyberattack and data breach affecting an as-yet unspecified amount of sensitive patient information stored in its systems, according to a legally required disclosure with U.S. regulators.

Quest said in an 8-K filing with the U.S. Securities and Exchange Commission that it learned of a cyberattack on Wednesday targeting one of its lab testing systems, Quanum, which allows doctors’ offices, hospitals, and healthcare practices to request lab tests for patients while also handling billing. The platform stores a large amount of patient health and medical records, as well as associated diagnostic and billing data.

The company said the unauthorized access included the accessing of “certain patient records.” Quest said it notified law enforcement and is investigating.

The cyberattack on Quest is the latest major cyber incident to affect the healthcare industry this year. A series of cyberattacks and data breaches have sparked weeks of disruption and allowed the theft of millions of patient electronic health records and other medical information. Health tech companies have become a major target for financially motivated cybercriminals, who aim to steal as much sensitive data as possible and threaten to publish it if they aren’t paid a ransom. 

In recent months, a cyberattack resulted in the mass-wiping of employee devices at medical tech maker Stryker in March, and a hack on medical implant manufacturer Boston Scientific in August forced the company’s network offline for weeks, sparking “global disruption” to its operations. Meanwhile, separate hacks throughout the year caused massive breaches of patient data at medical recordkeeping company CareCloud, Scotland-based health tech provider Craneware, and U.S. pharmaceutical distribution giant McKesson.

The lab-testing giant has not yet said how many healthcare customers, or patients, had information stolen during the attack on its Quanum systems.

Quest’s website and materials say Quanum is used by about half a million clinicians in thousands of locations across North America. It’s unclear how many health records Quanum holds, but one 2026 case study on Quest’s website shows how a single health system with more than 6 million patients can hold hundreds of millions of related medical documents and charts.

Quest did not say when the breach began or whether any hacking group has contacted the company with demands, such as payment in exchange to not release the stolen data. Amanda Rivera, a spokesperson for Quest, did not answer TechCrunch’s questions about the incident and referred to its security notice.

In the notice, Quest said that some patients’ protected health information was taken, including “personal information and patient records,” but the company is still investigating what specific kinds of data were taken. (The website post currently contains “noindex” code, which tells search engines not to list the page in search results, making it far more difficult for people to find the page.)

This is Quest’s second known major data breach in a decade, after losing 11.9 million patient records in a cyberattack on a third-party billing company in 2019.

Do you work at Quest Diagnostics or know more about the data breach? We’d love to hear from you. You can reach this reporter on Signal at the username zackwhittaker.1337 or by email [email protected].

Updated with a response from Quest.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Zack Whittaker is the security editor at TechCrunch. He also authors the weekly cybersecurity newsletter, this week in security.

He can be reached via encrypted message at zackwhittaker.1337 on Signal. You can also contact him by email, or to verify outreach, at [email protected].

 | Source: Hubbell Inc.

Shelton, CT, Oct. 23, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Hubbell Incorporated (NYSE:HUBB) today declared a 7% increase in its common stock dividend rate. The new annual payment of $6.08 per share, or $1.52 per quarter, compares to the former rate of $5.68 per share, or $1.42 per quarter. The dividend will be paid on December 15, 2026 to shareholders of record on November 30, 2026.

Hubbell Incorporated is a leading manufacturer of utility and electrical solutions enabling customers to operate critical infrastructure reliably and efficiently. With 2025 revenues of $5.8 billion, Hubbell solutions electrify economies and energize communities. The corporate headquarters is located in Shelton, CT.

Contact:     Dan Innamorato
                   Hubbell Incorporated
                   40 Waterview Drive
                   P.O Box 1000
                   Shelton, CT 06484

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

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

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

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

The Style Scores are broken down into four categories:

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

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

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

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

#1 (Strong Buy) stocks have produced an unmatched +23.82% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

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

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

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

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

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

Stock to Watch: Ollie's Bargain Outlet (OLLI - Free Report) Headquartered in Harrisburg, PA, Ollie’s Bargain Outlet Holdings, Inc. is a value retailer of brand-name merchandise at drastically reduced prices. The company principally buys and sells overproduced, overstocked and closeout merchandise from manufacturers, wholesalers and other retailers, supplementing its name-brand closeout offerings with directly sourced private-label products in select key merchandise categories.

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

Additionally, the company could be a top pick for growth investors. OLLI has a Growth Style Score of A, forecasting year-over-year earnings growth of 19.4% for the current fiscal year.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.18 to $4.61 per share. OLLI boasts an average earnings surprise of +8.9%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, OLLI should be on investors' short list.

LOS ANGELES, Oct. 23, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Doximity, Inc. (“Doximity” or “the Company”) (NYSE: DOCS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of DOCS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: August 8, 2024 to May 13, 2026

DEADLINE: November 16, 2026

If you are a shareholder who suffered a loss, click here to participate.

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Doximity overstated the positive impact of its Newsfeed product on revenue growth. The Company’s market share suffered based on competitor’s favorable pricing and engagement models. The Company relied on banner ads and newsletters to delivery advertisements, despite its claims to investors. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Doximity, investors suffered damages.

We also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

Join the case to recover your losses

WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor.

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

CONTACT:

Schall, Brown & Schwartz LLP
Brian Schall, Esq.,
Andrew Brown, Esq.,
David Schwartz, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE:

 Schall, Brown & Schwartz LLP

LOS ANGELES, Oct. 23, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against AST SpaceMobile, Inc. (“AST SpaceMobile” or “the Company”) (NASDAQ: ASTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of ASTS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: March 4, 2025 to July 15, 2026

DEADLINE: November 13, 2026

If you are a shareholder who suffered a loss, click here to participate.

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. AST SpaceMobile was likely to experience an increased debt load and share dilution at a rate greater than it portrayed to investors due to increasing capital requirements. The Company overstated the capability of its capital and liquidity to achieve its business goals. The Company overstated its strength in the satellite D2C market. The Company suffered from slow user adoption in both the United States and Japan. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about AST SpaceMobile, investors suffered damages.

We also encourage you to contact Brian Schall or David Schwartz of Schall, Brown & Schwartz LLP, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

Join the case to recover your losses

WHY SBS? Schall, Brown & Schwartz LLP represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. Bringing together the extensive experience and diverse skillsets of founding partners Brian Schall, Andrew Brown, and David Schwartz, SBS is dedicated to aggressively advocating for every investor.

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

CONTACT:

Schall, Brown & Schwartz LLP
Brian Schall, Esq.,
Andrew Brown, Esq.,
David Schwartz, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE:

 Schall, Brown & Schwartz LLP

U.S. steelmakers are rallying while the fund built to track the global industry slips, and Cleveland-Cliffs (NYSE:CLF | CLF Price Prediction) stock is out front by a wide margin. Cleveland-Cliffs stock is at $14.02, up 7% in early trading, a…

U.S. steelmakers are rallying while the fund built to track the global industry slips, and Cleveland-Cliffs (NYSE:CLF | CLF Price Prediction) stock is out front by a wide margin. Cleveland-Cliffs stock is at $14.02, up 7% in early trading, a gain that puts the company’s turnaround story back at the center of the steel trade. Earnings momentum backs the move, with Cleveland-Cliffs beating EPS expectations for a fourth straight quarter in its latest report.

Meanwhile, Steel Dynamics (NASDAQ:STLD) stock is at $246.88, up 3%, a solid gain that still lags well behind the advance in Cleveland-Cliffs shares. Nucor (NYSE:NUE) stock is trading at $262.49, up 2%, trailing both Steel Dynamics shares and the jump in Cleveland-Cliffs stock.

The VanEck Steel ETF (NYSEARCA:SLX) is at $99.36, down 0.6%, slipping even as its U.S. steel holdings climb and extending a 7% slide over the past month. For comparison, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is trading at $762.82, down 0.2%, so the steel stock gains are arriving against a soft broad market.

Cleveland-Cliffs Rides Its Strongest Quarter in Three Years A strong Q3 2026 report sits behind the climb in Cleveland-Cliffs shares, with adjusted EPS of $0.28 beating the $0.24 consensus. Management reported adjusted EBITDA of $612 million, ahead of the company’s own guidance, and expects the 2027 figure to exceed $4 billion. Chairman and CEO Lourenco Goncalves framed the shift on the earnings call, stating, “The problem is no longer price. The problem is having access to steel.”

Cleveland-Cliffs also faces fresh crosscurrents north of the border, where its Stelco operations sit. The largest share was directed to mills. On October 21, Canada announced a support package for its steel and auto industries to offset U.S. tariffs, and Cleveland-Cliffs confirmed layoffs at its Hamilton, Ontario, plant the same day. Whether either development is feeding the rally in Cleveland-Cliffs shares is an open question.

Weighing the Bull and Bear Cases The bull case for Cleveland-Cliffs rests on domestic strength, with its average net selling price rising to $1,177 per ton from $1,124 in Q2 2026 and Q4 2026 adjusted EBITDA guided to $715 million. Management added on the call that nearly all customers want more steel under contract in 2027 than in 2026. The bear case centers on a heavy borrowing load. The company targets leverage under 2.5x net debt to EBITDA by mid-2027, along with the risk tied to its idled Canadian galvanizing lines.

Steel Dynamics and Nucor share the backdrop of restrained imports and extended lead times that Goncalves described, and moving more steadily, their shares look less tied to any single cross-border policy decision. Carrying Cleveland-Cliffs shares at a far smaller weight than Nucor or Steel Dynamics, the VanEck Steel ETF leans heavily on international miners and steelmakers, according to its June 30 holdings report.

U.S.-Canada Trade Talks Set the Next Test for Cleveland-Cliffs Cleveland-Cliffs now faces the question of whether the U.S. and Canada return to trade talks, since any shift could land directly on Stelco and its idled lines. Management at Cleveland-Cliffs expects a major debt reduction in Q4 from free cash flow and property sale proceeds. Cleveland-Cliffs’ 2027 contract resets will test the staying power of its pricing gains.

For the VanEck Steel ETF, the open variable is how its international holdings trade against the U.S. steelmakers. Investors weighing their exposure to CLF and peer stocks may choose to reduce their share positions until the path of U.S. and Canadian steel policy resolves.

Contact [email protected] for any questions or corrections.