Allstate má zatím v 1. čtvrtletí 2026 výrazně nižší katastrofické škody, což by mělo podpořit zisk za 2. čtvrtletí. V 1. čtvrtletí klesly na zhruba 1,2 miliardy USD a combined ratio se zlepšil na 80,3 %.
Allstate (ALL 0.11%) is an insurance company. The insurance model is fairly simple when viewed at a high level. Essentially, Allstate collects insurance premiums up front and agrees to pay insurance claims in the future, if any arise. There will always be some number of claims, but a quiet catastrophe year so far in 2026 is likely to be very good news for the company's earnings. Here's why.
What's happened so far in 2026? In the first quarter of 2026, Allstate's catastrophe losses totaled roughly $1.2 billion. That was down a huge a huge 43% from the same quarter in 2025. In May, catastrophe losses were $289 million, bringing the total for April and May to roughly $1.2 billion. Like the first quarter, that's down from 2025, when the insurer's May catastrophe losses were $777 million, and the April and May total was nearly $1.4 billion.
Image source: Getty Images.
Paying out less in claims is good news for everyone. None of the company's customers wants to have an incident that requires a claim, and the fewer claims Allstate has to pay, the more premium income it keeps. Notably, the claims the insurance company has to cover play an integral role in its combined ratio. The more money that goes to pay claims, the closer the combined ratio gets to 100%. Lower numbers are better; those below 100% indicate the company is turning a profit.
How is Allstate doing so far in 2026? In the first quarter of 2026, Allstate's combined ratio was 80.3%, an improvement from 83.1% in the same quarter of 2025. That shows the impact the year-over-year decline in catastrophe claims had in the first quarter. Given that claims are running below last year in April and May, it is likely that the combined ratio will be strong again when the company reports second-quarter results.
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At the same time, the company's underlying business continues to do well. Policies in force increased 2.3% year over year in the first quarter of 2026 and were 2.4% higher in May. So there's a second tailwind for earnings here, as well.
Which brings up the first quarter's actual earnings numbers. Allstate's first quarter 2025 adjusted earnings were $3.53 per share, with 2026's tally jumping to $10.65. There's no way to know if the second quarter will be as strong as that, but directionally, Allstate's low catastrophe losses in April and May suggest that the quarterly earnings release will still be good reading.
Sempra Infrastructure oznámila první zásilku LNG z projektu ECA LNG Phase 1 v Ensenadě v Mexiku, což je milník na cestě k plnému komerčnímu provozu. Zařízení má kapacitu 3,25 Mtpa a po zahájení komerčního provozu bude prvním zkapalňovacím LNG terminálem na pacifickém pobřeží Mexika.
, /PRNewswire/ -- Sempra Infrastructure, a subsidiary of Sempra (NYSE: SRE), today announced that the ECA LNG Phase 1 project in Ensenada, Mexico, has safely and successfully loaded and shipped its first cargo of liquefied natural gas (LNG), an important milestone toward full commercial operations.
ECA First Cargo
"At a time of increased uncertainty in the global LNG trade, we are excited to begin shipping a new and reliable source of natural gas from North America's Pacific Coast to customers around the globe," said Justin Bird, chief executive officer of Sempra Infrastructure. "This achievement underscores the exceptional talent of the entire ECA LNG Phase 1 team and our company's steadfast commitment to safe and strong project execution."
"The start-up of ECA LNG, whose strategic location provides privileged access to Asian markets, strengthens the quality of our integrated LNG portfolio in North America. TotalEnergies is pleased to contribute to the project's ramp-up by exporting its first LNG cargoes," said Patrick Pouyanné, Chairman and Chief Executive Officer of TotalEnergies.
Once the facility begins commercial operations, ECA LNG Phase 1 will be the first LNG liquefaction facility on Mexico's Pacific Coast. Due to its strategic location, it creates a competitive advantage for shippers from the facility, who have the unique ability to export U.S. natural gas to Asia and other Pacific Basin markets through the shortest shipping route, thus reducing transportation times, costs and uncertainty while providing customers with greater access to competitively priced U.S. natural gas.
ECA LNG Phase 1 is a joint venture with TotalEnergies and consists of a single liquefaction train with nameplate capacity of 3.25 million tonnes per annum (Mtpa) of LNG. The project is supported by long-term sale and purchase agreements with TotalEnergies and Mitsui & Co.
The project is expected to reach substantial completion in the summer of 2026, with sales under long-term sale and purchase agreements commencing shortly thereafter, when the facility begins commercial operations. A second and significantly larger phase is also under active development at the same site.
The ECA LNG facility is a cornerstone of Sempra Infrastructure's dual-coast LNG portfolio. With projects along the U.S. Gulf Coast and Mexico's Pacific Coast, Sempra Infrastructure offers customers the flexibility and reliability needed to meet growing demand for competitively priced U.S. natural gas.
About Sempra Infrastructure
Sempra Infrastructure, headquartered in Houston, is focused on delivering energy for a better world by developing, building, operating and investing in modern energy infrastructure, such as LNG, energy networks and low-carbon solutions that are expected to play a crucial role in the energy systems of the future. Through the combined strength of its assets in North America, Sempra Infrastructure is connecting customers to safe and reliable energy and advancing energy security. Sempra Infrastructure is a subsidiary of Sempra (NYSE: SRE), a leading utility growth company. For more information, visit SempraInfrastructure.com or connect with Sempra Infrastructure on social media @SempraInfra.
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on assumptions about the future, involve risks and uncertainties, and are not guarantees. Future results may differ materially from those expressed or implied in any forward-looking statement. These forward-looking statements represent our estimates and assumptions only as of the date of this press release. We assume no obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise.
In this press release, forward-looking statements can be identified by words such as "believe," "expect," "intend," "anticipate," "contemplate," "plan," "estimate," "project," "forecast," "envision," "should," "could," "would," "will," "confident," "may," "can," "potential," "possible," "proposed," "in process," "construct," "develop," "opportunity," "preliminary," "pro forma," "strategic," "initiative," "target," "outlook," "optimistic," "poised," "positioned," "maintain," "continue," "progress," "advance," "goal," "aim," "commit," or similar expressions, or when we discuss our guidance, priorities, strategies, goals, vision, mission, projections, intentions or expectations.
Factors, among others, that could cause actual results and events to differ materially from those expressed or implied in any forward-looking statement include: decisions, audits, investigations, inquiries, regulations, legislative actions, denials or revocations of permits, consents, approvals or other authorizations, and other actions, including the failure to honor contracts and commitments, by the (i) Comisión Nacional de Energía, U.S. Department of Energy, U.S. Federal Energy Regulatory Commission, U.S. Internal Revenue Service and other regulatory bodies and (ii) U.S., Mexico and states, counties, cities and other jurisdictions therein and in other countries where we do business; the success of business development efforts, construction projects, acquisitions, divestitures and other significant transactions such as the planned sale of a portion of Sempra's equity interest in Sempra Infrastructure Partners, including risks related to, as applicable, (i) being able to reach a positive final investment decision, (ii) negotiating pricing and other terms in definitive contracts, (iii) completing construction projects or other transactions on schedule and budget, (iv) realizing anticipated benefits from any of these efforts if completed, (v) obtaining regulatory and other approvals and (vi) third parties honoring their contracts and commitments, including with respect to closing or post-closing payments; changes to our capital expenditure plans and their potential impact on growth; changes, due to evolving economic, political and other factors and increasing geopolitical instability as a result of wars or other conflicts in various parts of the world, to (i) trade and other foreign policy, including the imposition of tariffs by the U.S. and foreign countries (and uncertainty related to the implementation and enforceability thereof), and (ii) laws and regulations, including those related to tax and the energy industry in the U.S. and Mexico; litigation, arbitration, property disputes and other proceedings; cybersecurity threats, including by nation-state actors, of ransomware or other attacks on our systems, the energy grid or our other infrastructure, or the systems of third parties with which we conduct business; the availability, uses, sufficiency, and cost of capital resources and our ability to borrow money or otherwise raise capital on favorable terms and meet our obligations, which can be affected by, among other things, (i) actions by credit rating agencies to downgrade our credit ratings or place those ratings on negative outlook, (ii) instability in the capital markets, and (iii) fluctuating interest rates and inflation; the impact on our ability to pass through higher costs to customers due to volatility in inflation, interest rates, commodity prices, tariff rates, and foreign currency exchange rates; the impact of climate policies, laws, rules, regulations, trends and required disclosures, including actions to reduce or eliminate reliance on natural gas, the risk of nonrecovery for stranded assets, and uncertainty related to emerging technologies; weather, natural disasters, pandemics, accidents, equipment failures, explosions, terrorism, information system outages or other events, such as work stoppages, that disrupt our operations, damage our facilities or systems, cause the release of harmful materials or fires or subject us to liability for damages, fines and penalties, some of which may not be recoverable through insurance or may impact our ability to obtain satisfactory levels of affordable insurance; the availability of natural gas and natural gas transportation capacity, including disruptions caused by failures in the pipeline and storage systems or limitations on the injection and withdrawal of natural gas from storage facilities; and other uncertainties, some of which are difficult to predict and beyond our control.
These risks and uncertainties are further discussed in the reports that Sempra has filed with the U.S. Securities and Exchange Commission (SEC). These reports are available through the EDGAR system free-of-charge on the SEC's website, www.sec.gov, and on Sempra's website, www.sempra.com. Investors should not rely unduly on any forward-looking statements.
Sempra Infrastructure Partners and its subsidiaries, and the Sempra Texas utilities (Oncor and Sharyland Utilities) are not the same companies as the Sempra California utilities, SDG&E or SoCalGas, nor are they regulated by the California Public Utilities Commission (CPUC).
Pertamina a Boeing podepsaly memorandum o spolupráci na rozvoji udržitelného leteckého paliva v Indonésii. Cílem je podpořit dekarbonizaci letectví a cestu k čistým nulovým emisím.
Boeing logo is seen in this illustration taken July 26, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
CompaniesJAKARTA, July 9 (Reuters) - Indonesian state energy firm Pertamina [RIC:RIC:PERTM.UL] said it has signed a memorandum of understanding (MoU) with U.S. planemaker Boeing (BA.N), opens new tab to explore opportunities in developing a sustainable aviation fuel (SAF) industry in the country.
Here are some key details:
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The agreement aims to support Indonesia's effort to decarbonise the aviation sector and move towards net-zero emissions, Pertamina said in a statement late on Wednesday.
The companies will look at identifying feedstock sources, developing SAF technologies, and supporting SAF policy development.
"We are confident this collaboration will accelerate the development of a competitive SAF industry, and create greater value for Indonesia's economy," Pertamina CEO Simon Aloysius Mantiri said.
Boeing Indonesia Managing Director Indra Duivenvoorde said Indonesia had the potential to become a regional leader in sustainable aviation.
Boeing projects Southeast Asia's passenger traffic to grow by around 7% annually through 2044, creating demand for nearly 4,900 new aircraft, and said SAF adoption is expected to help cut aviation emissions.
Pertamina has launched several SAF initiatives, including SAF production and certification, the use of SAF by its subsidiary Pelita Air, and the Cilacap Biorefinery project to produce SAF using used cooking oil and other sustainable waste-based feedstocks.
Reporting by Fransiska Nangoy, Writing by Ananda Teresia; Editing by John Mair
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Ford se po pozitivních úpravách odhadů zisku dostal na seznam Zacks Rank #1 (Strong Buy). Současně oznámil strategické partnerství s Micronem pro dlouhodobé zajištění automobilových pamětí a úložišť.
Ford Motor (F - Free Report) ) has quietly become one of the more intriguing turnaround stories in the automotive sector.
Fresh off announcing a long-term strategic partnership with Micron Technology (MU - Free Report) ), Ford has joined its semiconductor partner on the coveted Zacks Rank #1 (Strong Buy) list, thanks to favorable earnings estimate revisions.
The combination of strengthening fundamentals, improving supply-chain security, and growing exposure to next-generation vehicle technology may warrant a closer look from investors.
Ford and Micron Strengthen Their PartnershipEarlier this week, Ford and Micron announced a Strategic Customer Agreement (SCA) designed to secure a long-term supply of automotive memory and storage solutions for Ford's next generation of connected and software-defined vehicles.
Under the agreement, Micron will expand production of key automotive memory products while continuing to invest in U.S.-based manufacturing capacity, including its Dynamic Random Access Memory (DRAM) facility in Virginia.
The agreement represents more than just another supplier relationship.
To that point, modern vehicles require much more memory than previous generations as advanced driver-assistance systems (ADAS), infotainment platforms, over-the-air software updates, and AI-powered computing continue to become standard features.
As vehicles increasingly resemble computers on wheels, dependable access to advanced memory chips becomes a competitive advantage.
Ford isn't the only Detroit automaker strengthening ties with Micron. General Motors (GM - Free Report) ), whose stock currently sports a Zacks Rank #2 (Buy), has also collaborated with the memory-chip maker to help secure advanced automotive memory and storage solutions for its next-generation vehicle platforms.
The parallel partnerships highlight how leading automakers are prioritizing resilient semiconductor supply chains as connected vehicles, ADAS, and software-defined architectures require increasingly sophisticated memory technology.
Ford CEO Jim Farley noted that producing the high-volume vehicles of the future requires a resilient domestic supply chain, while Micron CEO Sanjay Mehrotra emphasized that intelligent, data-intensive vehicles will continue driving demand for advanced memory and storage solutions.
Why the Partnership Really MattersThe automotive industry learned a costly lesson during the semiconductor shortages that followed the pandemic.
Production delays and factory shutdowns highlighted the risks of relying on fragmented global supply chains for critical components.
Ford's agreement with Micron seeks to reduce those risks by providing greater supply assurance for future vehicle programs while supporting domestic semiconductor manufacturing.
The partnership should also support Ford's broader transition toward software-defined vehicles, electric vehicles (EVs), and autonomous driving technologies, all of which require significantly greater computing power and memory content than traditional automobiles.
Although the agreement alone won't transform Ford's financial performance overnight, it reduces a key operational risk while positioning the company to better compete as automotive technology continues to evolve.
Ford's Earnings Outlook Is ImprovingPerhaps even more encouraging for investors is Ford's improving earnings outlook.
The stock has recently climbed to a Zacks Rank #1 (Strong Buy) as analysts have become increasingly optimistic about the auto giant’s earnings prospects.
Positive earnings estimate revisions often reflect growing confidence in improving profitability, stronger execution, or favorable business trends, making them one of the more powerful indicators followed by the Zacks Rank system.
Ford now joins Micron in obtaining a strong buy rating, indicating Wall Street has become increasingly constructive on both companies for very different reasons.
For Micron, optimism has centered on booming AI-driven memory demand. For Ford, improving earnings expectations appear to reflect stronger operating fundamentals and increased confidence in management's execution.
As shown below, Ford’s FY26 and FY27 EPS estimates have ticked higher over the last 60 days and have now spiked 31% and 28% from a year ago, respectively.
The Micron partnership is reason to believe this reassuring trend could continue, especially as Ford’s supply chain and operational execution are likely to strengthen.
Image Source: Zacks Investment Research
Ford’s annual earnings are now expected to spike 50% this year and are projected to increase another 12% in FY27 to $1.83 per share.
Image Source: Zacks Investment Research
Ford Stock Still Offers Intriguing ValueDespite improving sentiment, Ford continues to trade at a relatively inexpensive valuation compared to the broader market.
Ford’s stock remains well below the earnings multiples typically assigned to many technology and growth companies, providing investors with a margin of safety should operating results continue improving, and the company’s outlook is indeed lifted by its Micron partnership.
Ford also generates meaningful automotive cash flow while investing heavily in EVs, software, and manufacturing modernization.
If management can successfully balance those investments with continued profitability in its traditional truck and commercial vehicle businesses, the current valuation could prove attractive for long-term investors.
At $13 a share, Ford stock trades at 8X forward earnings and just 0.2X forward sales. This is notably beneath its Zacks Automotive-Domestic Industry averages of 18X (P/E) and 0.6X (P/S), respectively, while offering even sharper discounts to the benchmark S&P 500.
Image Source: Zacks Investment Research
While GM trades at a cheaper forward earnings multiple of 5X, Ford's 4% annual dividend yield could make its investment story, including its new partnership with Micron, more compelling for long-term investors. Ford's dividend yield also stands well above the S&P 500's average of roughly 1.03%, with GM’s at 0.95%.
Image Source: Zacks Investment Research
Bottom LineFord's new strategic partnership with Micron is another indication that the automaker is positioning itself for the next generation of intelligent, software-driven vehicles. More importantly, the agreement strengthens supply-chain resilience at a time when advanced semiconductors are becoming increasingly critical to automotive production.
While the Micron partnership alone isn't a reason to buy Ford stock, it complements an improving fundamental outlook. With Ford now joining Micron on the coveted Zacks Rank #1 (Strong Buy) list, supported by favorable earnings estimate revisions, investors looking for an attractively valued industrial turnaround may find that Ford deserves renewed attention.
ConocoPhillips (COP - Free Report) ended the recent trading session at $110.72, demonstrating a +2.1% change from the preceding day's closing price. This move outpaced the S&P 500's daily loss of 0.28%. Meanwhile, the Dow experienced a drop of 1.09%, and the technology-dominated Nasdaq saw an increase of 0.2%.
The stock of energy company has fallen by 7.15% in the past month, lagging the Oils-Energy sector's loss of 4.3% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of ConocoPhillips in its upcoming earnings disclosure. The company's earnings report is set to go public on August 6, 2026. The company's upcoming EPS is projected at $3.04, signifying a 114.08% increase compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $17.69 billion, up 19.99% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $9.57 per share and revenue of $67.59 billion, which would represent changes of +55.36% and +9.82%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for ConocoPhillips. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 4.6% lower. ConocoPhillips is holding a Zacks Rank of #3 (Hold) right now.
Looking at valuation, ConocoPhillips is presently trading at a Forward P/E ratio of 11.33. This indicates a discount in contrast to its industry's Forward P/E of 19.26.
Also, we should mention that COP has a PEG ratio of 1.26. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. By the end of yesterday's trading, the Oil and Gas - Integrated - United States industry had an average PEG ratio of 1.92.
The Oil and Gas - Integrated - United States industry is part of the Oils-Energy sector. This group has a Zacks Industry Rank of 177, putting it in the bottom 29% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Kyndryl Holdings (KD) v poslední seanci klesl o 3,39 % na 11,97 USD, zatímco S&P 500 odepsal 0,28 %. Akcie jsou ale za poslední měsíc stále výše o 7,46 %.
In the latest close session, Kyndryl Holdings, Inc. (KD - Free Report) was down 3.39% at $11.97. The stock trailed the S&P 500, which registered a daily loss of 0.28%. On the other hand, the Dow registered a loss of 1.09%, and the technology-centric Nasdaq increased by 0.2%.
The company's shares have seen an increase of 7.46% over the last month, surpassing the Business Services sector's gain of 3.35% and the S&P 500's gain of 1.64%.
The investment community will be paying close attention to the earnings performance of Kyndryl Holdings, Inc. in its upcoming release. The company is slated to reveal its earnings on August 5, 2026. The company is expected to report EPS of $0.03, down 91.89% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $3.68 billion, indicating a 1.74% decrease compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.9 per share and a revenue of $14.76 billion, representing changes of +30.14% and -2.19%, respectively, from the prior year.
Any recent changes to analyst estimates for Kyndryl Holdings, Inc. should also be noted by investors. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Currently, Kyndryl Holdings, Inc. is carrying a Zacks Rank of #5 (Strong Sell).
In terms of valuation, Kyndryl Holdings, Inc. is presently being traded at a Forward P/E ratio of 6.52. For comparison, its industry has an average Forward P/E of 17.29, which means Kyndryl Holdings, Inc. is trading at a discount to the group.
The Technology Services industry is part of the Business Services sector. This industry, currently bearing a Zacks Industry Rank of 110, finds itself in the top 45% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Deckers uzavřel na 102,22 USD, což je denní pokles o 3,64 % a za poslední měsíc oslabení o 5,69 %. Analytici před výsledky čekají EPS 0,92 USD a tržby 1,02 miliardy USD.
In the latest trading session, Deckers (DECK - Free Report) closed at $102.22, marking a -3.64% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.28%. At the same time, the Dow lost 1.09%, and the tech-heavy Nasdaq gained 0.2%.
The maker of Ugg footwear's stock has dropped by 5.69% in the past month, falling short of the Retail-Wholesale sector's gain of 0.18% and the S&P 500's gain of 1.64%.
Investors will be eagerly watching for the performance of Deckers in its upcoming earnings disclosure. In that report, analysts expect Deckers to post earnings of $0.92 per share. This would mark a year-over-year decline of 1.08%. At the same time, our most recent consensus estimate is projecting a revenue of $1.02 billion, reflecting a 5.43% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $7.45 per share and revenue of $5.91 billion, which would represent changes of +6.13% and +8.05%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Deckers. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.18% higher within the past month. Right now, Deckers possesses a Zacks Rank of #3 (Hold).
Digging into valuation, Deckers currently has a Forward P/E ratio of 14.24. Its industry sports an average Forward P/E of 16.31, so one might conclude that Deckers is trading at a discount comparatively.
One should further note that DECK currently holds a PEG ratio of 2.1. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. By the end of yesterday's trading, the Retail - Apparel and Shoes industry had an average PEG ratio of 1.2.
The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 56, which puts it in the top 23% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Levi Strauss vykázal za čtvrtletí tržby 1,56 miliardy USD, meziročně o 8 % více, a EPS 0,28 USD nad odhadem 0,24 USD. Tržby i zisk překonaly očekávání Wall Street.
For the quarter ended May 2026, Levi Strauss (LEVI - Free Report) reported revenue of $1.56 billion, up 8% over the same period last year. EPS came in at $0.28, compared to $0.22 in the year-ago quarter.
The reported revenue represents a surprise of +2.52% over the Zacks Consensus Estimate of $1.52 billion. With the consensus EPS estimate being $0.24, the EPS surprise was +16.67%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Levi Strauss performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Geographic Revenues- Americas: $815 million versus $785.03 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.Geographic Revenues- Beyond Yoga: $43 million compared to the $39.46 million average estimate based on four analysts.Geographic Revenues- Asia: $284 million versus the four-analyst average estimate of $275.26 million. The reported number represents a year-over-year change of +10.1%.Geographic Revenues- Europe: $420 million compared to the $423.58 million average estimate based on four analysts. The reported number represents a change of +4.2% year over year.Total Levi?s Brands Net Revenues: $1.52 billion versus $1.48 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.View all Key Company Metrics for Levi Strauss here>>>
Shares of Levi Strauss have returned +4.6% over the past month versus the Zacks S&P 500 composite's +1.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Blue Bird uzavřel na 78,07 USD, což je denní pokles o 1,92 % a zaostal za širším trhem. Investoři sledují nadcházející výsledky, kde se čeká EPS 1,22 USD a tržby 498,7 milionu USD.
Blue Bird (BLBD - Free Report) closed at $78.07 in the latest trading session, marking a -1.92% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.28%. Elsewhere, the Dow lost 1.09%, while the tech-heavy Nasdaq added 0.2%.
The school bus maker's shares have seen an increase of 11.86% over the last month, surpassing the Auto-Tires-Trucks sector's gain of 1.57% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of Blue Bird in its upcoming earnings disclosure. The company is forecasted to report an EPS of $1.22, showcasing a 2.52% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $498.7 million, up 25.3% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $4.74 per share and revenue of $1.74 billion, which would represent changes of +8.22% and +17.88%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Blue Bird. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 3.45% higher. Blue Bird is currently sporting a Zacks Rank of #3 (Hold).
Looking at valuation, Blue Bird is presently trading at a Forward P/E ratio of 16.79. For comparison, its industry has an average Forward P/E of 18.61, which means Blue Bird is trading at a discount to the group.
It is also worth noting that BLBD currently has a PEG ratio of 1.02. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Automotive - Domestic stocks are, on average, holding a PEG ratio of 1.02 based on yesterday's closing prices.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This industry, currently bearing a Zacks Industry Rank of 56, finds itself in the top 23% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Target reorganizuje strategický tým a ruší některé pozice, aby lépe sladila zdroje a omezila duplicity. CEO Michael Fiddelke zároveň tlačí na retailovou transformaci firmy.
Target is reorganizing its strategy team, a group that helps the company set priorities, Bloomberg reported Wednesday (July 8).
The move included the elimination of some roles on the team, the report said, citing an internal memo and saying the document’s contents were confirmed by Target.
The company aims to “better align resources, reduce duplication and strengthen talent deployment,” the memo said, per the report.
Target CEO Michael Fiddelke, who assumed that role on Feb. 1, said during a Feb. 4 company town hall event that he aims to improve the retailer’s merchandise, in-store experiences and technology.
The company had announced about six months earlier, in August, that Fiddelke would become its new CEO. Fiddelke had been with Target for 20 years and was most recently the company’s chief operating officer.
Christine Leahy, lead independent director of Target’s board, said in an August press release that Fiddelke “is the right leader to return Target to growth, refocus and accelerate the company’s strategy, and reestablish Target’s position as a leader in the highly dynamic and fast-moving retail environment.”
PYMNTS reported in March that Target’s fourth quarter marked an inflection point, as the firm made gains in eCommerce, same-day delivery expansion and stepped-up artificial intelligence personalization.
Fiddelke said in an earnings release that the company seeks to deliver “an elevated and differentiated shopping experience, advancing our use of technology.”
In March, Target said it plans to add 30 new stores this year and 300 by 2035 to support its growth priorities. The retailer also plans to remodel more than 130 stores this year.
The store openings and remodels are supported by Target’s $5 billion capital investment plan for 2026.
Later in March, Target said it was lowering prices on 3,000 items in another move to support the company’s long-term, sustainable growth.
The company said the price reductions would generally be between 5% and 20% and would span select items across apparel, home, shoes and “everyday essentials” such as baby items, household essentials and pantry staples.
When Target released first quarter earnings in May, it said its 6.7% uptick in net sales reversed several quarters of declines.
Federální soudce odmítl zamítnout žalobu proti United Airlines kvůli údajnému účtování příplatku za „window seats“ bez oken. Případ nyní pokračuje u federálního soudu.
A federal judge on Monday refused to dismiss a proposed class-action lawsuit accusing United Airlines of charging passengers extra for “window seats” that lacked actual windows, allowing the case to move forward.
U.S. District Judge James Donato ruled the plaintiffs plausibly alleged United breached its contractual obligations by selling seats identified as window seats even though some were positioned next to solid cabin walls rather than windows.
“These terms plausibly establish that United expressly agreed to provide a seat with a window to passengers who paid for one,” Donato wrote, adding that United’s reservation screens and boarding passes represented that customers had purchased window seats. “No more is needed at this stage for the breach claims to go forward.”
The lawsuit alleges United knowingly charged passengers extra for certain window seats on aircraft, including Boeing 737s, Boeing 757s and Airbus A321s, even though some seats lacked adjacent windows because of aircraft design. Plaintiffs claim passengers often pay premiums for window seats to enjoy the view or help alleviate anxiety, claustrophobia or motion sickness.
A United Airlines aircraft taxis near a runway marker at Palm Beach International Airport. Chris Beckett/ZUMA / SplashNews.com United argued the lawsuit should be dismissed, saying “window seat” describes a seat’s location relative to the aisle rather than guaranteeing an actual window and contending federal law preempts the claims. Donato rejected those arguments at this stage of the litigation.
United declined to comment on the lawsuit.
A general view looking out an airplane window of an airplane wing and clouds over the United States as seen on August 20, 2024. Christopher Sadowski “As part of our regular review of united.com and the United App to enhance the customer experience, in 2025 we added more detail to our seat selection process, so customers can have more information about what to expect when they choose a seat,” a United spokesperson told FOX Business.
The plaintiffs seek to represent a nationwide class of passengers who paid extra for window seats but allegedly received seats without windows.
In the latest trading session, Shopify (SHOP - Free Report) closed at $119.22, marking a -2.18% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 0.28% for the day. At the same time, the Dow lost 1.09%, and the tech-heavy Nasdaq gained 0.2%.
The cloud-based commerce company's shares have seen an increase of 10.38% over the last month, surpassing the Computer and Technology sector's loss of 1.22% and the S&P 500's gain of 1.64%.
Market participants will be closely following the financial results of Shopify in its upcoming release. The company is predicted to post an EPS of $0.39, indicating a 11.43% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $3.43 billion, showing a 28.03% escalation compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.83 per share and revenue of $14.71 billion. These totals would mark changes of +56.41% and +27.26%, respectively, from last year.
It is also important to note the recent changes to analyst estimates for Shopify. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Currently, Shopify is carrying a Zacks Rank of #1 (Strong Buy).
Looking at its valuation, Shopify is holding a Forward P/E ratio of 66.52. This expresses a premium compared to the average Forward P/E of 16.05 of its industry.
Meanwhile, SHOP's PEG ratio is currently 1.92. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Services was holding an average PEG ratio of 1.58 at yesterday's closing price.
The Internet - Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 112, placing it within the top 46% of over 250 industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
American Express v poslední seanci klesl o 3,77 % na 336,39 USD, ale za poslední měsíc přidal 9,8 %. Trh čeká výsledky 24. července 2026; zisk na akcii má být 4,39 USD a tržby 19,61 mld. USD.
In the latest close session, American Express (AXP - Free Report) was down 3.77% at $336.39. The stock's change was less than the S&P 500's daily loss of 0.28%. Meanwhile, the Dow lost 1.09%, and the Nasdaq, a tech-heavy index, added 0.2%.
Shares of the credit card issuer and global payments company witnessed a gain of 9.8% over the previous month, beating the performance of the Finance sector with its gain of 5.35%, and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of American Express in its upcoming earnings disclosure. The company's earnings report is set to go public on July 24, 2026. The company's earnings per share (EPS) are projected to be $4.39, reflecting a 7.6% increase from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $19.61 billion, reflecting a 9.82% rise from the equivalent quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $17.65 per share and revenue of $79.25 billion, indicating changes of +14.76% and +9.72%, respectively, compared to the previous year.
Investors might also notice recent changes to analyst estimates for American Express. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.35% increase. Right now, American Express possesses a Zacks Rank of #3 (Hold).
With respect to valuation, American Express is currently being traded at a Forward P/E ratio of 19.81. This represents a premium compared to its industry average Forward P/E of 11.09.
Also, we should mention that AXP has a PEG ratio of 1.44. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Financial - Miscellaneous Services industry had an average PEG ratio of 1.01.
The Financial - Miscellaneous Services industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 155, positioning it in the bottom 37% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow AXP in the coming trading sessions, be sure to utilize Zacks.com.
First Solar v poslední obchodní seanci klesl o 1,5 % na 224,30 USD a za poslední měsíc odepsal 13,15 %. Investoři sledují blížící se výsledky, kde se očekává EPS 2,85 USD a tržby 1,06 miliardy USD.
First Solar (FSLR - Free Report) ended the recent trading session at $224.30, demonstrating a -1.5% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.28%. Elsewhere, the Dow saw a downswing of 1.09%, while the tech-heavy Nasdaq appreciated by 0.2%.
The stock of largest U.S. solar company has fallen by 13.15% in the past month, lagging the Oils-Energy sector's loss of 4.3% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of First Solar in its upcoming earnings disclosure. The company is predicted to post an EPS of $2.85, indicating a 10.38% decline compared to the equivalent quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.06 billion, down 3.31% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $17.61 per share and revenue of $5.1 billion, which would represent changes of +23.93% and -2.21%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for First Solar. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. First Solar currently has a Zacks Rank of #3 (Hold).
Investors should also note First Solar's current valuation metrics, including its Forward P/E ratio of 12.93. For comparison, its industry has an average Forward P/E of 20.25, which means First Solar is trading at a discount to the group.
It's also important to note that FSLR currently trades at a PEG ratio of 0.5. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Solar was holding an average PEG ratio of 0.93 at yesterday's closing price.
The Solar industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 88, positioning it in the top 36% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP continues its investigation on behalf of MercadoLibre, Inc, (“MercadoLibre” or the “Company”) (NASDAQ:MELI) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws and other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On May 7, 2026, MercadoLibre released its first quarter 2026 financial results and disclosed that loans which were “typically on average of 5 months” had now “moved to 8 months” and that the Company is “taking provisions in Brazil... related on the one hand, to extending the average term of our loans.” On this news, the price of MercadoLibre shares declined by $246.49 per share, or approximately 13.12%, from $1,879.01 per share on May 7, 2026 to close at $1,632.52 on May 8, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Mercado securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Honeywell Technologies po dokončení reverzního splitu 1:2 zvýšila výhled upraveného EPS na 4,40 až 4,70 USD na druhé pololetí i na 7,90 až 8,30 USD za celý rok 2026. Tržby a segmentová marže zůstaly beze změny.
Honeywell logo is seen in this illustration taken July 26, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
July 8 (Reuters) - Automation firm Honeywell Technologies (HON.O), opens new tab on Wednesday raised its second-half and full-year profit targets for 2026 after completing a one-for-two reverse stock split.
The company, formerly Honeywell, proceeded with the split after spinning off and listing its aerospace arm, Honeywell Aerospace (HONA.O), opens new tab, late last month.
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Honeywell Technologies expects second-half adjusted earnings per share in the range of $4.40 to $4.70, compared with $2.20 to $2.35 earlier.
For the full year, it raised its adjusted EPS target to $7.90 to $8.30, compared with an earlier forecast of $3.95 to $4.15.
Its second-half and full-year sales and segment margin targets remained unchanged.
Honeywell's three-way split into Honeywell Technologies, Solstice Advanced Materials (SOLS.O), opens new tab and Honeywell Aerospace was announced last year, amid pressure from activist investor Elliott Investment Management.
Reporting by Nandan Mandayam in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Published July 8, 2026 4:28pm EDT | Updated July 8, 2026 4:41pm EDT
The recall affects 2018-2020 Honda Odyssey vehicles Honda is recalling more than 325,000 vehicles over faulty rearview image displays, which could increase the risk of a crash, according to federal regulators.
The recall affects 2018-2020 Odyssey vehicles, the National Highway Traffic Safety Administration (NHTSA) announced on Wednesday.
A total of 325,588 vehicles are covered by the recall effort.
HONDA RECALLS MORE THAN 880,000 VEHICLES OVER REAR SUSPENSION FAILURE RISK
Honda is recalling more than 325,000 vehicles over faulty rearview image displays. (Honda / Fox News)
The NHTSA said the recall was issued due to rearview cameras that may not display properly.
"Water may enter into the rearview camera, which can cause the rearview camera image to fail to display when the vehicle is in reverse," the recall notice reads.
A display malfunction could increase the risk of a crash, the NHTSA said.
The announcement expands a previous recall, which affected certain 2019-2020 Honda Odyssey vehicles.
Owners affected by the recall may take their cars to Honda dealers, so the rearview camera can be replaced free of charge, according to the NHTSA.
Owner notification letters are expected to be mailed on Aug. 24.
HONDA RECALLS 99,000 VEHICLES OVER FLAW THAT COULD TRIGGER UNINTENDED AIRBAG DEPLOYMENT
A total of 325,588 vehicles are covered by the recall effort. (Justin Sullivan/Getty Images / Getty Images)
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This comes after Honda issued two separate recalls in recent months that included other car models.
This included more than 880,000 vehicles being recalled because a key rear suspension part can rust and fail, and nearly 99,000 cars that were recalled over a defect that could cause airbags to deploy unexpectedly during a crash.
Booking Holdings (BKNG - Free Report) closed at $174.29 in the latest trading session, marking a -4.21% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.28%. At the same time, the Dow lost 1.09%, and the tech-heavy Nasdaq gained 0.2%.
Heading into today, shares of the online booking service had gained 10.95% over the past month, outpacing the Retail-Wholesale sector's gain of 0.18% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of Booking Holdings in its upcoming earnings disclosure. The company's earnings report is set to go public on August 4, 2026. The company's upcoming EPS is projected at $2.47, signifying a 11.26% increase compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $7.19 billion, showing a 5.74% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates are projecting earnings of $10.44 per share and revenue of $29.4 billion, which would represent changes of +14.47% and +9.23%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for Booking Holdings. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, Booking Holdings possesses a Zacks Rank of #2 (Buy).
Looking at valuation, Booking Holdings is presently trading at a Forward P/E ratio of 17.43. This valuation marks no noticeable deviation compared to its industry average Forward P/E of 17.43.
Also, we should mention that BKNG has a PEG ratio of 1.09. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As of the close of trade yesterday, the Internet - Commerce industry held an average PEG ratio of 1.09.
The Internet - Commerce industry is part of the Retail-Wholesale sector. At present, this industry carries a Zacks Industry Rank of 181, placing it within the bottom 27% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow BKNG in the coming trading sessions, be sure to utilize Zacks.com.
CrowdStrike Holdings uzavřel na 191,24 USD, což představuje denní pokles o 1,74 % a horší výkon než S&P 500. Trh čeká na hospodářské výsledky, kde se očekává EPS 0,29 USD a tržby 1,44 miliardy USD.
CrowdStrike Holdings (CRWD - Free Report) closed at $191.24 in the latest trading session, marking a -1.74% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.28% for the day. Elsewhere, the Dow lost 1.09%, while the tech-heavy Nasdaq added 0.2%.
The stock of cloud-based security company has risen by 20.71% in the past month, leading the Computer and Technology sector's loss of 1.22% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of CrowdStrike Holdings in its upcoming earnings disclosure. The company is expected to report EPS of $0.29, up 26.09% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $1.44 billion, indicating a 23.19% increase compared to the same quarter of the previous year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.23 per share and revenue of $5.94 billion, indicating changes of +32.26% and +23.49%, respectively, compared to the previous year.
Investors should also pay attention to any latest changes in analyst estimates for CrowdStrike Holdings. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.34% increase. At present, CrowdStrike Holdings boasts a Zacks Rank of #4 (Sell).
In the context of valuation, CrowdStrike Holdings is at present trading with a Forward P/E ratio of 157.78. Its industry sports an average Forward P/E of 50.32, so one might conclude that CrowdStrike Holdings is trading at a premium comparatively.
Investors should also note that CRWD has a PEG ratio of 5.69 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Security stocks are, on average, holding a PEG ratio of 3.31 based on yesterday's closing prices.
The Security industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 169, putting it in the bottom 32% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Michael Burry koupil akcie Flutter Entertainment a DraftKings a sází na to, že regulační tlak časem omezí hrozbu predikčních trhů. Akcie Flutter letos klesly o 50 % a DraftKings o 21 %.
Flutter's logo is pictured on a smartphone in this illustration taken, December 4, 2021. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJuly 8 (Reuters) - Michael Burry, the investor famed for predicting and profiting from the 2008 U.S. housing market collapse, has bought shares of sports-betting platforms Flutter Entertainment (FLTRF.L), opens new tab and DraftKings (DKNG.O), opens new tab, wagering regulatory scrutiny will eventually curb the threat posed by prediction markets.
Burry said on Wednesday he bought Flutter at about $107 a share and DraftKings "in the low $26s." Together, the investments make up a full-sized position weighted roughly 60/40 toward Flutter, though the investor said he may make each a full position in the future.
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Prediction markets are the main threat facing the two companies, Burry said in a post on his website, because their event contracts can be offered nationwide under Commodity Futures Trading Commission oversight while avoiding state gaming taxes.
Prediction markets let traders buy and sell contracts tied to the outcome of events, including sports, elections and economic data.
Burry said these platforms operate in a loophole alongside a heavily regulated and taxed gambling industry. "I believe that the political climate will not tolerate this," he wrote, adding that he expects prediction markets to eventually be brought under regulation and taxation.
Shares of Flutter, down 50% this year as of last close, remain attractive because the company is a strong business with significant scale despite past capital misallocation, while DraftKings, whose shares are down 21%, is inflecting as an operating business, the investor said.
Meanwhile, Burry also said he bought more JD.com shares at $27.58, calling it one of his top three positions, and that he expects Hong Kong and Chinese stocks to benefit as AI and memory-chip enthusiasm unwinds in South Korea and Japan.
Reporting by Pragyan Kalita in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Zscaler uzavřel na 143,55 USD, což znamenalo denní pokles o 3,98 %, tedy výrazně víc než 0,28% ztrátu indexu S&P 500. Akcie jsou ale za poslední měsíc stále výše o 18,8 %.
In the latest trading session, Zscaler (ZS - Free Report) closed at $143.55, marking a -3.98% move from the previous day. This change lagged the S&P 500's 0.28% loss on the day. Elsewhere, the Dow lost 1.09%, while the tech-heavy Nasdaq added 0.2%.
The stock of cloud-based information security provider has risen by 18.8% in the past month, leading the Computer and Technology sector's loss of 1.22% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of Zscaler in its upcoming earnings disclosure. The company is forecasted to report an EPS of $1.09, showcasing a 22.47% upward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $877.19 million, indicating a 21.96% growth compared to the corresponding quarter of the prior year.
ZS's full-year Zacks Consensus Estimates are calling for earnings of $4.14 per share and revenue of $3.33 billion. These results would represent year-over-year changes of +26.22% and +24.57%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for Zscaler. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 9.1% higher within the past month. At present, Zscaler boasts a Zacks Rank of #3 (Hold).
Looking at its valuation, Zscaler is holding a Forward P/E ratio of 36.14. For comparison, its industry has an average Forward P/E of 50.32, which means Zscaler is trading at a discount to the group.
It is also worth noting that ZS currently has a PEG ratio of 2.47. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ZS's industry had an average PEG ratio of 3.31 as of yesterday's close.
The Security industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 169, this industry ranks in the bottom 32% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
BellRing Brands oznámila, že výsledky za 3. čtvrtletí fiskálního roku 2026 a výhled zveřejní 4. srpna 2026 v 7:00 ET. Následně proběhne konferenční hovor v 8:30 ET.
ST. LOUIS, July 08, 2026 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) today announced it will release its financial results for the third quarter of fiscal year 2026 and its fiscal year 2026 outlook on August 4, 2026, at 7:00 a.m. ET. The release will be followed by a conference call at 8:30 a.m. ET to discuss the results and outlook. Michael C. Axelrod, announced today as the Company’s next President and Chief Executive Officer effective July 29, 2026, and Paul A. Rode, Chief Financial Officer, will participate in the call.
Interested parties may join the conference call by registering in advance at the following link: BellRing Q3 2026 Earnings Conference Call. Upon registration, participants will receive a dial-in number and a unique passcode to access the conference call. Interested parties are invited to listen to the webcast of the conference call, which can be accessed by visiting the Investor Relations section of BellRing’s website at www.bellring.com. A webcast replay also will be available for a limited period on BellRing’s website in the Investor Relations section.
About BellRing Brands, Inc.
BellRing Brands, Inc. (NYSE: BRBR) is a dynamic and fast-growing consumer brands business with the purpose of Changing Lives with Good Energy. Focused on growing the proactive wellness category, the company’s brands include Premier Protein, the #1 ready-to-drink protein and proactive wellness brand, and Dymatize, the brand behind the #1 hydrolyzed protein powder. A culture-driven, pure-play company, BellRing Brands believes nutrition is at the core of a healthy world and produces products with best-in-class nutritional profiles and exceptional flavors. Its products are distributed in over 90 countries across club, mass, food, eCommerce, specialty, drug and convenience. To learn more visit www.bellring.com.
Contact:
Investor Relations
Jennifer Meyer [email protected]
(415) 814-9388
CarMax v červnu vzrostl téměř o 19 % po zvýšení cílových cen analytiky a nákupech insiderů. CEO Keith Barr koupil 9 400 akcií a čtyři členové představenstva dalších 14 674.
CarMax's (KMX 1.41%) summer started off well, with impressive stock performance despite a quarterly earnings report that, at least initially, wasn't well received. After analysts piled in with a clutch of price target raises and even a recommendation upgrade, the vehicle retailer's stock started heading north again. A series of insider buys also lifted confidence in the stock, and it exited June up by almost 19%.
Stop and start That earnings release was published on June 17, and, at least outwardly, CarMax did well against expectations. Net revenue was just over $8 billion in its first quarter of fiscal 2027, for a year-over-year gain of 6%. Net income under generally accepted accounting principles (GAAP) fell by 12%, however, to $186 million, or $1.31 per share.
Image source: Getty Images.
Despite the bottom-line decline, both metrics handily beat the consensus analyst estimates. On average, pundits tracking the auto retailer's stock were modeling revenue of less than $7.4 billion and GAAP net income of only $0.96 per share.
CarMax was a victim of timing, to an extent. As encouraging as some of the retailer's metrics were, they came at a time of persistently high gasoline prices, driven mostly by this country's conflict with Iran. Most of the models sold by the company are gas-consuming internal combustion engine (ICE) ones.
Also in mid-June, speculation grew that the U.S. Federal Reserve would raise interest rates; if that occurs, auto loans will become more expensive and will likely negatively affect the car market (and, more directly, squeeze the company's proprietary lending arm, CarMax Auto Finance).
Yet the reactions of analysts tracking CarMax stock were in stark contrast to those of investors selling their shares after the quarterly results were published. A clutch of them raised their price targets on CarMax, with one, Jeff Lick of Stephens, going so far as to upshift his recommendation on the stock. For him, it's now an overweight (read: buy), one notch up from his previous equalweight (hold). He also substantially raised his price target to $66 per share from the preceding $43.
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The inside scoop The bullishness in the stock stemming from those analyst moves was exacerbated by a series of insider stock purchases. The most notable buyer was CEO Keith Barr, who purchased 9,400 CarMax shares on June 22. Four members of the company's board of directors also opened their wallets for this purchase, collectively snapping up 14,674 shares.
I feel the immediate sell-off was unjustified; even if profitability declined, that sales growth figure was encouraging, and management seems to be implementing its new "four pillar" business strategy well. The only major concern I would have is gas prices; if they stay lofty, I'd worry that the mega-dealership could take some hits.
Well-Positioned to Continue Leading Innovation, Capturing Growth and Executing with Excellence.
ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today hosted its 2026 Investor Day during which AV’s leadership team outlined its growth strategy and introduced new fiscal year 2030 financial targets.
“At AV, we are driving the business forward as a stronger, more resilient company than ever,” said Wahid Nawabi, Chairman, President and Chief Executive Officer at AV. “We look forward to leading product innovation, scaling our capacity to capture demand across multiple domains, and continuing to execute with excellence for the remainder of the decade. Two years ago, we outlined an ambitious set of strategic objectives designed to accelerate growth and we’ve delivered on several of these initiatives, giving us momentum for the road ahead. We will leverage AV's proven business model to commercialize new technologies across a broader global and commercial customer base. The fiscal year 2030 financial targets we provided today underscore our confidence in our ability to create long-term value for our shareholders.”
AV introduced fiscal year 2030 financial targets and expects to achieve:
$3.5 - $4.0 billion in revenue, a 15% - 20% organic CAGR, driven by market expansion and leadership 7% - 9% investment in R&D to accelerate innovation and keep AV ahead of competition 18% - 20% adjusted EBITDA margins driven by operational excellence and sustainable profitability A webcast replay and presentation used in today’s event are available on the Investor Relations section of www.avinc.com.
ABOUT AEROVIRONMENT, INC.
AeroVironment (“AV”) (NASDAQ: AVAV) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, precision strike systems, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities—built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities with speed, scale, and operational relevance.
For more information visit: www.avinc.com.
SAFE HARBOR STATEMENT
This press release contains "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future results, performance or achievements, and may contain words such as “will,” “believe,” “anticipate,” “expect,” “estimate,” “intend,” “project,” “plan,” or words or phrases with similar meaning. Forward-looking statements are based on current expectations, forecasts and assumptions that involve risks and uncertainties, including, but not limited to, economic, competitive, governmental and technological factors outside of our control, that may cause our business, strategy or actual results to differ materially from the forward-looking statements.
Factors that could cause actual results to differ materially from the forward-looking statements include, but are not limited to, the impact of our ability to successfully close and integrate acquisitions into our operations and avoid disruptions from acquisition transactions that will harm our business; the recording of goodwill and other intangible assets as part of acquisitions that are subject to potential impairments in the future and any realization of such impairments; any actual or threatened disruptions to our relationships with our distributors, suppliers, customers and employees, including shortages in components for our products, whether due to restrictions and sanctions imposed by foreign governments or otherwise; the ability to timely and sufficiently integrate international operations into our ongoing business and compliance programs; reliance on sales to the U.S. government, including uncertainties in classification, pricing or potentially burdensome imposed terms for certain types of government contracts; availability of U.S. government funding for defense procurement and R&D programs; our ability to win U.S. and international government R&D and procurement programs, including foreign military financing aid; changes in the timing and/or amount of government spending, including due to continuing resolutions and/or changing government priorities; adverse impacts of any U.S. government shutdown; our ability to realize the anticipated benefits of the BlueHalo transaction or other acquisitions; our ability to execute contracts for anticipated sales, perform under such contracts and other existing contracts and obtain new contracts; risks related to our international business, including compliance with export control laws; the extensive and increasing regulatory requirements governing our contracts with the U.S. government and international customers; the consequences to our financial position, business and reputation that could result from failing to comply with applicable law, regulatory requirements, and contractual obligations; unexpected technical and marketing difficulties inherent in major research and product development efforts; the impact of potential security and cyber threats or the risk of unauthorized access to and resulting misuse of our, our customers’ and/or our suppliers’ information and systems; failure to remain a market innovator, to create new market opportunities or to expand into new markets; our ability to increase production capacity to support anticipated growth; unexpected changes in significant operating expenses, including components and raw materials; failure to develop new products or integrate new technology into current products; any increase in litigation activity or unfavorable results in legal proceedings, including pending class actions, or litigation that may arise from or in conjunction with our recent acquisitions; our ability to respond and adapt to legal, regulatory and government budgetary changes; our ability to comply with the covenants in our loan documents, outstanding convertible notes or acquisition and merger agreements for acquisitions; our ability to attract and retain skilled employees, including retention of employees of acquired companies; the impact of inflation; and general economic and business conditions in the United States and elsewhere in the world; and the failure to establish and maintain effective internal control over financial reporting. For a further list and description of such risks and uncertainties, see the reports we file with the Securities and Exchange Commission. We do not intend, and undertake no obligation, to update any forward-looking statements, whether as a result of new information, future events or otherwise.
Dream Finders Homes zopakovala nabídku na koupi všech akcií Beazer Homes za 32,00 USD za akcii v hotovosti a vyzvala vedení k zahájení due diligence. Firma je připravena okamžitě podepsat NDA.
Dream Finders has already offered and remains prepared to execute an NDA immediately to facilitate due diligence and maximize value for Beazer shareholders
The standstill in any NDA must preserve Dream Finders' ability to re-engage shareholders directly should Beazer continue to refuse to engage in good faith
Dream Finders requests that the Beazer Board clarify that the interest expressed by "additional parties" is comparable to Dream Finders' all-cash $32.00 per share proposal
Dream Finders urges Beazer shareholders to encourage the Board to withdraw unreasonable preconditions and engage constructively to pursue this compelling proposal that delivers significant, certain, and immediate value
Dream Finders remains ready to engage at any time and move forward expeditiously
For more information, visit announcement.dreamfindershomes.com
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Dream Finders Homes, Inc. (the “Company” or “Dream Finders”) (NYSE: DFH) today issued the following statement in response to a press release from Beazer Homes USA, Inc. ("Beazer") regarding Dream Finders' revised proposal to acquire all outstanding shares of Beazer in an all-cash transaction for $32.00 per share, submitted privately to the Beazer Board of Directors (the “Beazer Board”) on June 30, 2026, and disclosed publicly to Beazer shareholders on July 8, 2026.
Dream Finders remains committed to pursuing a transaction that delivers compelling value for Beazer shareholders. The Company reiterates its willingness to execute an NDA with a limited standstill so the parties can commence due diligence and Dream Finders can confirm its best offer for shareholders.
Importantly, any standstill must appropriately preserve Dream Finders' ability to engage with shareholders or nominate directors for election at Beazer's 2027 Annual Meeting. Beazer’s claim that the confidentiality and standstill agreement they have asked us to sign is “customary” is not grounded in reality. A 12-month standstill is not necessary to conduct due diligence. Instead, it would prohibit our ability to re-engage shareholders after our diligence is concluded and would limit our optionality in pursuing a transaction that delivers significant, certain, and immediate value for all Beazer shareholders. Considering the Beazer Board’s refusal to engage constructively to date, we view this as another attempt to impede a potential transaction.
The terms of the standstill that we are requesting are intended solely to preserve Dream Finders' ability to re-engage Beazer’s shareholders directly, to protect their interests, as a Beazer shareholder ourselves, and to prevent further value destruction under Beazer’s current management team.
Dream Finders also requests that the Beazer Board provide transparency around the expressions of interest from "additional parties" and whether these are comparable to Dream Finders’ all-cash $32.00 per share offer with highly confident financing support.
Patrick Zalupski, Dream Finders’ Chairman and CEO, said, “We have engaged with numerous Beazer shareholders, and there is broad agreement that a limited standstill, as we have already proposed, is appropriate and customary at this juncture. We remain committed to pursuing this transaction, which delivers immediate and compelling value for Beazer shareholders. We urge all shareholders to encourage the Beazer Board to remove its unreasonable preconditions on due diligence and engage constructively to pursue this compelling proposal.”
For more information, visit announcement.dreamfindershomes.com.
Advisors
Goldman Sachs & Co. LLC, BofA Securities, Zelman Partners and Vestra Advisors are acting as financial advisors to Dream Finders, Foley & Lardner is acting as legal counsel and Edelman Smithfield is acting as strategic communications advisor.
About Dream Finders Homes
Dream Finders Homes (NYSE: DFH), headquartered in Jacksonville, Florida, was recognized as the 2025 National Builder of the Year by Builder magazine. Dream Finders Homes builds single-family homes throughout the Southeast, Mid-Atlantic and Midwest, including Florida, Texas, Tennessee, North Carolina, South Carolina, Georgia, Colorado, Arizona, and the Washington, D.C. metropolitan area, which comprises Washington D.C., Northern Virginia and Maryland. As the Official Home Builder of the PGA TOUR, the Jacksonville Jaguars and the Tampa Bay Rays, Dream Finders Homes is deeply committed to excellence beyond homebuilding and into the communities it serves. Through its wholly owned subsidiaries, DFH also provides mortgage financing as well as title agency and underwriting services to homebuyers. Dream Finders Homes achieves its growth and returns by maintaining an asset-light homebuilding model. For more information, please visit www.dreamfindershomes.com.
Forward-Looking Statements
This communication, and other written or oral statements made from time to time by management contain “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995. The words “anticipate”, “believe”, “estimate”, “expect”, “intend”, “will”, “should”, “propose”, “projecting”, “driving,” “confidence” and similar expressions, including statements regarding the proposed transaction, benefits and synergies of the proposed transaction and future opportunities for the combined company, are intended to identify forward-looking statements. These statements reflect management’s current beliefs, assumptions and expectations and are subject to a number of factors that may cause actual results to differ materially. Such factors include but are not limited to the ultimate outcome of any possible transaction between Dream Finders Homes and Beazer, including the possibility that the parties will not agree to pursue a business combination transaction or that the terms of any definitive agreement will be materially different from those described herein; uncertainties as to whether Beazer will cooperate with Dream Finders regarding the proposed transaction; Dream Finders Homes’ ability to consummate the proposed transaction with Beazer; Dream Finders Homes’ ability to nominate directors to serve on Beazer’s Board of Directors; the conditions to the completion of the proposed transaction, including the receipt of any required shareholder approvals and any required regulatory approvals; Dream Finders Homes’ ability to finance the proposed transaction with Beazer; the possibility that Dream Finders may be unable to achieve expected synergies within the expected time-frames or at all and to successfully integrate Beazer’s operations, the retention of certain key employees may be difficult; and general economic conditions that are less favorable than expected. All forward-looking statements are based on Dream Finders Homes’ beliefs as well as assumptions made by and information currently available to Dream Finders Homes. These statements reflect Dream Finders Homes’ current views with respect to future events and are subject to various risks, uncertainties and assumptions. These risks, uncertainties and assumptions are discussed in Dream Finders Homes’ Annual Report on Form 10-K for the year ended December 31, 2025 and other filings with the U.S. Securities and Exchange Commission. Dream Finders Homes undertakes no obligation to update or revise any forward-looking statement, except as may be required by applicable law.
Additional Information
This communication does not constitute an offer to buy or solicitation of an offer to sell any securities. This communication relates to a proposal that Dream Finders Homes has made for a business combination transaction. In furtherance of this proposal and subject to future developments, Dream Finders Homes (and, if applicable, Beazer) may file one or more registration statements, proxy statements, tender offer statements or other documents with the Securities and Exchange Commission (the “SEC”). This communication is not a substitute for any proxy statement, registration statement, tender offer statement, prospectus or other document Dream Finders and/or Beazer may file with the SEC in connection with the proposed transaction.
Levi Strauss překonal čtvrtletní očekávání, zvýšil celoroční výhled zisku i tržeb a navýšil dividendu. Akcie v prodlouženém obchodování klesly o více než 5%.
Levi Strauss beat Wall Street's quarterly expectations on the top and bottom lines on Wednesday, leading the retailer to increase its guidance and its dividend.
The denim maker is now expecting full-year adjusted earnings per share to be between $1.46 and $1.52, up from a prior range of between $1.42 and $1.48. At the high end, that's ahead of expectations of $1.50 per share, according to LSEG.
Levi also raised its top-line outlook and is now expecting full-year sales to rise between 7% and 7.5%, compared with a prior range of between 5.5% and 6.5%. That's ahead of expectations of 6.6%, according to LSEG. About half of that growth is expected to come from higher prices and the other half is expected to come from unit sales, said finance chief Harmit Singh.
Here's how Levi did in its second fiscal quarter compared with what Wall Street was anticipating, based on a survey of analysts by LSEG:
Earnings per share: 28 cents adjusted vs. 24 cents expectedRevenue: $1.56 billion vs. $1.52 billion expectedDespite the results, Levi's shares dropped more than 5% in extended trading.
The company's reported net income for the three-month period that ended May 31 was $87.3 million, or 22 cents per share, compared with $67 million, or 17 cents per share, a year earlier.
Sales rose to $1.56 billion, up about 8% from $1.45 billion a year earlier.
In an interview with CNBC, CEO Michelle Gass said the company's core consumer is proving to be resilient — even in the face of higher gas prices. She said about two-thirds of the quarter's sales growth came from units — not just higher prices — giving the company the confidence to raise guidance and its dividend.
"Our demand remains healthy," Gass said. "We're seeing strength across our key segments of consumers, so we have our core Levi's, but we're also seeing strength in signature, as well as our new premium blue tab."
Intuitive Machines získala zakázku NASA až do výše 148,3 milionu USD na dodání produkčně kvalifikovaného landeru Nova-C na Měsíc do roku 2028. Akcie LUNR ve středu klesly o 4,65 % na 17,02 USD.
Intuitive Machines shares are sliding. What’s behind LUNR decline? What Is the NASA Contract Catalyst for LUNR?The company recently secured a NASA contract worth up to $148.3 million to deliver a production-line-qualified Nova-C lander to the Moon by 2028, supporting NASA’s accelerated lunar delivery schedule and expanded Moon Base operations under Artemis.
The firm-fixed-price award includes a $68.6 million base for mission execution plus a $79.7 million performance incentive tied to successful product-line qualification.
Short interest also rose to 37.84 million shares from 34.79 million, or 28.85% of the public float, with about 2.66 days to cover based on average daily volume of 14.23 million shares. That elevated short positioning can amplify day-to-day swings in either direction when news hits.
LUNR Technical Analysis: Key Levels to WatchFrom a longer-term trend perspective, Intuitive Machines is still up 58.47% over the past 12 months, but the current setup is heavy: the stock is trading below every major moving average tracked here, including the 200-day SMA at $18.91 and the 20-day SMA at $22.12. It’s also 40.1% below the 50-day SMA at $28.21, which tells you recent price action has been more "sell the bounce" than "buy the dip."
Momentum is best framed through MACD right now: MACD is below its signal line and the histogram is negative, which points to fading upside pressure unless buyers can reclaim that baseline. The bearish 20-day SMA below the 50-day SMA reinforces that near-term downtrend, even though the longer-term Golden Cross (50-day above 200-day) that formed in November 2025 is still technically intact.
Key Resistance: $19.50 — Nearby round-number area that sits just above the 200-day SMA zone, where rebounds can stall. Key Support: $16 — Nearby floor close to current price where buyers previously stepped in. Intuitive Machines is a space infrastructure and services company focused on enabling sustained human activity beyond Earth, designing and operating space systems across low Earth orbit, geostationary orbit, cislunar space and deep space. A big part of the story is "infrastructure-as-a-service," spanning spacecraft development and space-based network connectivity for commercial, civil, and national security customers.
That matters for this week’s NASA award because it fits the company’s push toward repeatable lunar logistics — moving from one-off missions toward a more standardized transport service. Management says it’s scaling manufacturing to support higher-volume production, which is the kind of operational shift that can change how investors think about backlog durability and execution risk.
LUNR Stock Price Action UpdateLUNR Stock Price Activity: Intuitive Machines shares closed Wednesday down 4.65% at $17.02, according to Benzinga Pro data.
Image: Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Quantum Computing Inc. koupila NHanced Semiconductors za 73,1 milionu USD, čímž posiluje domácí výrobu čipů a urychluje rozjezd Fab 2. Firma také získala objednávku na pět systémů NeuraWave s dodáním v roce 2026.
Key Takeaways QUBT acquired NHanced to expand U.S. semiconductor manufacturing and accelerate Fab 2 rollout. Quantum Computing secured a Planck Dynamics deal for five NeuraWave systems, with 2026 delivery expected. QUBT is broadening its quantum portfolio through manufacturing expansion and edge AI initiatives. Quantum Computing Inc. (QUBT - Free Report) or "QCi" has pursued several strategic initiatives to strengthen its manufacturing capabilities and broaden its quantum technology portfolio. The company acquired NHanced Semiconductors, Inc. (NHanced), for a combination of cash and QCi stock valued at $73.1 million, subject to customary adjustments and up to an additional $72.0 million if certain performance targets are achieved.
This acquisition marks a significant step in QCi's strategy to build a stronger domestic semiconductor manufacturing base. The acquisition builds on the successful launch of Fab 1 in Tempe, AZ, and accelerates the rollout of Fab 2, allowing the company to scale its manufacturing capacity years ahead of its original plan.
Also, photonic reservoir computing has emerged as an important computing architecture for edge AI, enabling efficient processing of data directly at the point of generation. Driven by this demand, QCi recently received a purchase order and entered into a framework agreement with Planck Dynamics to deploy QCi’s NeuraWave photonic reservoir computer as a foundational platform for next-generation AI applications. Under the terms of the agreement, QCi received an initial purchase order for five NeuraWave systems, with delivery expected during 2026.
Peer UpdateD-Wave Quantum Inc. (QBTS - Free Report) announced its forthcoming gate-model quantum computing simulator, which is expected to be the first of its kind designed for error-aware programming. QBTS continues to advance its annealing platform through Advantage2 and the Leap cloud service.
Rigetti Computing, Inc. (RGTI - Free Report) announced that it has signed a letter of intent (LOI) with the U.S. Department of Commerce for an award of up to $100 million in funding over three years to accelerate superconducting quantum computing R&D. Rigetti achieved a two-qubit gate fidelity as high as 99.9% at 28-nanosecond gate speed on a prototype platform using its new proprietary adiabatic CZ scheme.
QUBT’s Share Price PerformanceOver the past year, QCi’s shares have plunged 55.1% compared with the industry’s 16.3% decline.
Image Source: Zacks Investment Research
QUBT’s Expensive ValuationQUBT currently trades at a forward 12-month price-to-sales (P/S) of 71.25X compared with the industry’s median of 5.25X.
Image Source: Zacks Investment Research
QUBT Stock Estimate TrendIn the past 30 days, QCi’s loss per share estimate for 2026 has remained unchanged at 14 cents.
Image Source: Zacks Investment Research
QUBT currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Cerebras v 1. čtvrtletí 2026 zvýšila tržby z cloudových služeb o 167 % na 79,8 milionu USD. Firma ale čelí koncentraci zákazníků, tlaku na marže a přísným dodacím závazkům vůči OpenAI.
Key Takeaways CBRS is pitching wafer-scale AI chips as a faster alternative to conventional GPU-based systems.Cerebras' core cloud and services revenues rose 167% year over year to $79.8 million in Q1 2026.CBRS faces concentration risk, strict OpenAI delivery obligations and near-term margin compression. Cerebras Systems (CBRS - Free Report) has built its investment story around a sharp break from conventional AI chip design. The company’s wafer-scale approach gives investors a clear growth narrative, but also a clear test.
The question is whether Cerebras can turn speed, partner demand and cloud adoption into durable scale without letting delivery obligations, margins and data-center constraints overwhelm the story.
How CBRS Built a Different AI ArchitectureCerebras’ Wafer-Scale Engine (WSE) is designed to reduce a core bottleneck in AI computing: moving data across many smaller chips. By keeping compute and memory on a single wafer, the architecture aims to lower latency and simplify large-model workloads.
The WSE-3 includes roughly 4 trillion transistors, 900,000 AI-optimized cores, 44 gigabytes of on-chip memory, 21 petabytes per second of memory bandwidth and 214 petabits per second of fabric bandwidth. Those specifications support the company’s argument that wafer-scale design can deliver faster training and inference than conventional GPU-based systems.
That matters in a market where NVIDIA (NVDA - Free Report) remains central to GPU-accelerated computing and data-center platforms. Advanced Micro Devices (AMD - Free Report) also competes in high-performance computing, graphics and data-center markets, keeping the AI accelerator landscape highly contested.
NVIDIA is dominating the AI GPU market through its Blackwell, Hopper, DGX/NVL systems that are used for AI training and inference. AMD’s MI300 and MI350 accelerator families are competing with CBRS in hyperscale AI infrastructure and enterprise AI clusters.
In the past month, CBRS shares have dropped 19.2%, underperforming NVIDIA’s fall of 3.8% and AMD’s appreciation of 7.4%.
CBRS Stock Price Performance
Image Source: Zacks Investment Research
Cerebras Turns Hardware Into a PlatformCerebras is not selling only processors. Its portfolio includes CS-3 AI supercomputers, networking infrastructure, cluster management software and cloud-based AI services.
The software layer is central to that platform push. CSoft maps PyTorch models to the WSE without requiring developers to rewrite code, while the Inference Serving Stack and Cluster Manager help customers use multiple CS-3 systems as a single logical computer.
The mix shift is already visible. In the first quarter of 2026, core revenues rose 92% year over year to $191.3 million, with core cloud and services revenues up 167% to $79.8 million. That cloud growth changes the investment debate. The story is increasingly about recurring infrastructure usage and higher platform utilization, not just one-time system sales.
The Zacks Consensus Estimate for 2026 and 2027 revenues is currently pegged at $861.3 million and $2.77 billion, respectively.
Why Expanding Partner Base Matter for CerebrasCBRS’ partnerships with OpenAI and Amazon (AMZN - Free Report) are noteworthy developments.
OpenAI is the biggest validation point for Cerebras’ speed positioning. The company has an agreement for 750 megawatts of high-speed inference compute over the next several years, valued at more than $20 billion. The relationship also gives Cerebras exposure to frontier-model workloads. Management has said the collaboration gives the company direct insight into where advanced model development is moving.
Amazon’s cloud-arm Amazon Web Services (AWS) adds a distribution angle. The partnership is intended to bring Cerebras systems into AWS data centers and combine AWS Trainium 3 for prefill with Cerebras CS-3 for decoding.
For investors, that matters because AWS can place Cerebras closer to enterprises already running workloads inside Amazon’s cloud ecosystem. The opportunity depends on deployment execution, not just partnership headlines.
CBRS Growth Comes With Real ConstraintsCerebras’ growth case carries meaningful concentration risk. Historically, G42 and MBZUAI accounted for most annual revenues, while OpenAI is expected to represent a substantial portion of future revenues.
The OpenAI agreement also comes with strict delivery obligations across multiple data centers. If Cerebras misses deployment milestones, OpenAI can terminate portions of the agreement.
Margins are another pressure point. Cerebras expects near-term gross margin compression as it rents systems and builds the infrastructure needed to serve cloud demand. This is expected to hurt profitability. The consensus mark for 2026 loss is currently pegged at 89 cents per share. However, for 2027, the Zacks Consensus Estimate for earnings is pegged at 96 cents per share.
Data-center availability is a practical constraint as well. Management has described capacity as difficult to secure, even as the company expands across the United States, Canada, Europe and other regions.
ConclusionThe bottom line is balanced. Cerebras offers direct exposure to fast-growing AI infrastructure demand, but the stock’s outlook depends on whether the company can scale capacity, meet major customer obligations and improve profitability over time.
CBRS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Meta spustila nové cloudové podnikání a bude pronajímat přebytečný výpočetní výkon externím zákazníkům. To může naznačovat, že masivní investice do AI infrastruktury začínají přinášet i okamžité příjmy. Meta letos plánuje kapitálové výdaje ve výši 125 až 145 miliard dolarů.
The "Magnificent Seven" plan to spend more than $700 billion on artificial intelligence capital expenditures this year, a big step up from the $400 billion or so the group spent in 2025.
In 2025, whenever hyperscalers announced plans to increase their AI-related capex, their stocks surged. But now, that spending has become a major point of contention in the market, primarily because investors are worried that the returns on these massive investments may not live up to the hype.
In particular, investors are worried that hyperscalers may overbuild AI infrastructure. Meta Platforms (META 1.91%) CEO Mark Zuckerberg may have just given us a big hint about how valid those concerns might be.
Image source: Getty Images.
Meta's new cloud infrastructure plan could be a tell Recently, Meta announced it is launching a new cloud business that will lease its excess compute capacity to external customers. Shares popped on the news, as it could lead to immediate revenue from the company's new data center builds, which investors are already clamoring to see, given the size of Meta's capex.
Meta has guided for capital expenditures of $125 billion to $145 billion this year, most of which will cover "additional data center costs to support future-year capacity."
The announcement is big news in the AI narrative because back in the third quarter of 2025, Zuckerberg implied that his company wouldn't become a supplier of compute unless it overbuilt AI infrastructure:
Now, I mean, it's of course possible to overshoot that, right? And if we do, I mean, this is what I mentioned in my comments, then we see that there's just a lot of demand for other new things that we build internally, externally. Like, almost every week, people come to us from outside the company asking us to stand up an API service or asking if we have different compute that they could get from us. And we haven't done that yet, but obviously, if you got to a point where you overbuilt, you could have that as an option.
Now, it's not a total surprise, as Zuckerberg has been hinting that Meta might begin leasing compute, and the stock has struggled this year. Even after the rally on the cloud announcement, the stock was still down about 9.5% year to date as of July 6.
Does this signal a massive overbuild? As with everything else in AI, it's hard to provide a definitive answer on whether we are at the beginning of a massive overbuild in AI infrastructure. After all, consider that Space Exploration Technologies recently raised nearly $86 billion in its massive IPO, partly on the thesis that it will deploy an enormous constellation of data center satellites in orbit.
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Zuckerberg also does not necessarily view the current situation as an outright infrastructure overbuild; rather, it is that the company has gotten ahead of schedule in building what it will require. On the company's third-quarter 2025 earnings call, he also said that the worst-case scenario is that Meta has built some of its AI data center capacity a few years in advance. In this scenario, while those assets would experience some loss and depreciation, the company will eventually utilize the compute.
Additionally, rental prices for most graphics processing units (GPUs), even older models, appear to be on the rise, suggesting that demand for compute remains strong.
All that said, investors should continue to weigh the evidence carefully on both sides of the debate, and understand that the narrative could break in either direction. Furthermore, the hyperscalers have not yet spent the full $700 billion that they've allocated to capital expenditures this year. They could easily revise their AI capex guidelines should conditions require it.
If there is a pullback in spending, while investors in individual "Magnificent Seven" stocks may feel relieved, the market could view it as a major red flag for the entire AI trade.
Perhaps this scenario has been somewhat priced into these stocks, given the group's struggles thus far this year, but it's a risk investors need to be cognizant of, and Zuckerberg may have given the market a glimpse of what's to come.
The logo of Meta at the Meta Lab in Los Angeles, California, U.S., May 20, 2026. REUTERS/Daniel Cole/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesAlberta pitched cheap gas and cooler temperatures as key advantages1 gigawatt facility is Meta's 33rd globallyData center will be built in Sturgeon County in central AlbertaCALGARY, July 8 (Reuters) - Tech giant Meta announced Wednesday it will build a massive data center in central Alberta, the company's first in Canada, as it rapidly builds out computing capacity to support the global AI boom.
The 1-gigawatt data center will be located in Sturgeon County and represents a total investment of C$13 billion, or $9.17 billion, Meta said.
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Meta has doubled down on AI, pledging hundreds of billions of dollars to build large AI data centers in the U.S. The Alberta announcement represents the company's 33rd data center globally.
Executives made the announcement in Calgary alongside Premier Danielle Smith and other Alberta government officials, who have spent several years courting Silicon Valley tech giants with the aim of spurring a large-scale investment in the oil-and-gas province.
Meta, like other tech giants, is facing rapidly expanding power needs due to the growth of AI, and Alberta is rich in natural gas which sells at a significant discount to the U.S. benchmark.
The province's cold climate also makes cooling the massive super-computers and related data center infrastructure more cost-efficient.
The 20 existing small- to mid-scale data centers in Alberta already pull from the province's energy grid, which is 60% powered by natural gas. The provincial government is giving new proponents the option to build their own power sources to avoid limits on power capacity.
Meta said Wednesday it will fully fund new generation and grid infrastructure for its Alberta data center, which will consume about as much electricity as 800,000 homes.
The company has partnered with Alberta-based Pembina Pipeline, which announced last week it will go ahead with its Greenlight Electricity Centre, a new natural gas-fired power-generation facility in Sturgeon County which will be in service in late 2030 and with which Meta has a long-term tolling agreement.
The project will require approximately 150 million cubic feet per day of natural gas, according to Pembina, helping to create demand for Western Canadian natural gas producers.
Canada's government laid out an AI strategy last month that suggested new data center growth would benefit from the country's clean electricity grid, which is largely powered by renewables and low-emission power sources.
But the vast majority of data centers currently in the planning stages in Canada are located in Alberta, where a reliance on natural gas means the emissions intensity of the province's electricity grid is almost five times the national average.
Reporting by Amanda Stephenson in Calgary Editing by Nick Zieminski
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Visa rozšiřuje svou platební síť mimo karty o převody mezi účty, okamžité platby a digitální měny. Ve fiskálním 2. čtvrtletí 2026 tržby vzrostly o 17 % a tržby ze služeb s přidanou hodnotou o 27 % na 3,3 miliardy USD.
Key Takeaways Visa is expanding beyond cards with account transfers, real-time payments and digital currency capabilities.V grew fiscal Q2 2026 revenues 17%, with value-added services revenues rising 27% to $3.3 billion.Visa Direct, tokenization, open banking and AI fraud tools support its evolving multi-rail network. Visa Inc. (V - Free Report) is steadily expanding beyond its traditional card network into a broader payments platform that supports multiple ways to move money. Along with card payments, the company is expanding its capabilities across account-to-account transfers, real-time payments, cross-border transactions and digital currencies. This strategy allows consumers, businesses and financial institutions to choose the most efficient payment method while remaining connected to Visa's network.
Visa has been strengthening this transformation through several initiatives. It continues to expand Visa Direct, enabling faster domestic and cross-border money transfers for consumers and businesses. It is also investing in tokenization, open banking capabilities, AI-powered fraud prevention and stablecoin settlement to support new payment methods. These efforts are making its network more flexible as digital commerce and payment preferences continue to evolve.
The strategy is also translating into solid financial performance. In fiscal second-quarter 2026, net revenues rose 17% year over year, supported by a 9% increase in payment volume on a constant-dollar basis, healthy cross-border activity and higher processed transactions. Value-added services revenues climbed 27% year over year to $3.3 billion, highlighting the growing contribution of value-added services alongside its core payments business.
As businesses and consumers increasingly seek faster and more flexible ways to move money, Visa's multi-rail network could help deepen customer relationships, expand its role across global payment flows and support sustainable long-term growth. This broader approach also positions Visa to benefit as payment technologies and customer needs continue to evolve.
How Are Visa's Competitors Positioned?Some of Visa's key competitors in the payments space are Mastercard Incorporated (MA - Free Report) and American Express Company (AXP - Free Report) .
Mastercard continues to broaden its payments platform beyond traditional card transactions through real-time payments, bank transfers and blockchain-based payment rails. In the first quarter of 2026, MA's value-added services and solutions revenues increased 22% year over year, highlighting the growing contribution of services alongside its core payments business.
American Express is expanding its digital payments ecosystem through tokenization, digital wallet integrations, commercial payment solutions and AI-driven security. In the first quarter of 2026, AXP's network volumes rose 11% year over year to $486.3 billion, reflecting healthy consumer and commercial spending.
Visa’s Price Performance, Valuation & EstimatesVisa’s shares have risen 0.5% year to date against the industry’s 9.9% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, V trades at a forward price-to-earnings ratio of 24.41, well above the industry average of 18.29. V carries a Value Score of D.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Visa’s fiscal 2026 earnings implies a 14.2% jump from the year-ago period’s level.
Image Source: Zacks Investment Research
Visa stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
UBS čeká, že Delta Air Lines zveřejní za 2. čtvrtletí zisk mírně nad horní hranicí výhledu, ale investoři se zaměří hlavně na výhled na 3. čtvrtletí a celý rok.
Delta Air Lines Inc (NYSE:DAL) is expected to report second-quarter results slightly above the upper end of its previously guided earnings range, though investors are likely to focus more closely on the airline's outlook for the third quarter and full year, according to UBS.
The brokerage said it expects Delta to report second-quarter earnings slightly above the high end of its guidance range of $1 to $1.50 per share, in line with broader market expectations.
"Importantly, we think its forward outlook will be the key focus on the print," the analysts wrote.
For the third quarter, UBS said investors are generally expecting earnings guidance of $2 to $2.50 per share on mid-teens revenue growth. UBS forecasts third-quarter earnings of $2.51 per share, compared with Wall Street consensus of $2.03.
The analysts added that Delta is likely to take a conservative approach to its fuel assumptions for the third and fourth quarters given that oil prices have moved higher.
On costs, UBS said the market generally expects second-quarter non-fuel unit costs, or CASM excluding fuel, to increase more than 7% year over year. Delta had previously indicated that second-quarter CASM-ex growth would be broadly in line with the 6.3% increase recorded in the first quarter, but UBS believes crew scheduling issues were likely more severe than expected and may have increased cost pressures.
For the third quarter, the firm expects CASM-ex growth of 6% to 7%, with crew scheduling disruptions likely to persist but be less of a drag than in the second quarter.
UBS also noted that Delta's refinery operations are expected to contribute a benefit of about $0.10 to $0.15 per share in the third quarter at most, although profits could be lower following the recent fire at the company's Monroe refinery.
Looking ahead to fiscal 2026, UBS said investor expectations for Delta's full-year guidance vary following the stock's roughly 28% gain year to date. The brokerage believes the market is looking for earnings guidance in the range of $6 to $7 per share, compared with its own estimate of $6.70 and the Wall Street consensus of $5.99.
That compares with Delta's initial fiscal 2026 guidance of $6.50 to $7.50 per share issued in January.
UBS noted that achieving the lower end of that original range would imply fourth-quarter earnings of about $2.00 per share, assuming third-quarter earnings are around the midpoint of the expected $2 to $2.50 range.
The analysts cautioned that maintaining the original guidance range would require fourth quarter revenue growth to remain consistent with the third quarter despite tougher year-over-year comparisons and the possibility of weaker consumer demand.
"While its possible DAL guides to this range, we think one has to assume Q4 revenue growth remains consistent with 3Q despite tougher compares and possibility of greater consumer elasticity kicking in by then,” the analysts wrote.
“In our view, that's a bit optimistic, notwithstanding some modest benefit from greater portion of booking curve exposed to fare increases in Q4 versus Q3.”
UBS maintained its ‘Buy’ rating on Delta Air Lines with an unchanged price target of $107, implying upside from current levels of $87.
Exxon Mobil upravila odhad zisku za 2. čtvrtletí; UBS snížila EPS na zhruba 3,14 USD z 3,20 USD, pod konsenzem 3,43 USD. Zlepšení měly podpořit vyšší ceny ropy a silnější rafinační i chemické marže.
Exxon Mobil Corp (NYSE:XOM, XETRA:XONA) updated its second quarter 2026 earnings considerations after the market close on Tuesday, prompting UBS to slightly lower its earnings estimate while noting stronger quarter-over-quarter performance across the company's major business segments.
Following the filing, UBS reduced its second quarter earnings per share estimate to about $3.14 from its prior forecast of $3.20. The revised estimate is below the current Wall Street consensus of approximately $3.43 per share.
The analysts said the quarter-over-quarter improvement was driven primarily by higher crude oil prices, stronger refining margins and improved commodity chemicals margins.
UBS also said it had lowered its 2027 forecasts after its commodities team revised its oil price outlook. The firm now expects West Texas Intermediate crude to average $75 per barrel in 2027, down from its previous estimate of $80 per barrel.
Based on ExxonMobil's earnings considerations filing, UBS now expects upstream earnings of $8.63 billion for the second quarter, up from $5.7 billion in the first quarter and $5.4 billion in the year-earlier period.
The bank also raised its estimate for Energy Products earnings to $3.45 billion, compared with a loss of $556 million in the first quarter and earnings of $1.4 billion a year earlier.
For Chemical Products, UBS increased its forecast to $1.22 billion from $110 million in the prior quarter and $293 million a year earlier. Specialty Products earnings are now projected at $891 million, compared with $651 million in the first quarter and $780 million in the second quarter of 2025.
UBS noted that production disruptions related to the Middle East would reduce earnings by an estimated $700 million in the upstream business, $300 million in Energy Products and $200 million in Specialty Products, lowering total earnings by about $1.2 billion, or $0.28 per share.
"If these were to be treated as special items, earnings would be closer to $3.43 per share," the analysts wrote.
The firm also noted that ExxonMobil expects to record a $1.1 billion charge related to other items, including reserves, which UBS excluded from its clean earnings estimate.
In addition, UBS said timing effects would provide a $2.6 billion benefit to earnings. However, because those gains largely reverse first-quarter impacts, the firm included them in its clean earnings per share calculations.
ExxonMobil will report its Q2 earnings on July 31. The company’s shares traded hands at $140 on Wednesday afternoon, up almost 17% in the year to date.
ExxonMobil a partneři investují 1 miliardu USD do projektu Usan Infill Project v Nigérii, který má přidat 40 000 barelů ropy denně. Jde o návrat k vrtání po poslední aktivitě v roce 2016.
Exxon Mobil logo and stock graph are seen through a magnifier displayed in this illustration taken September 4, 2022. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesLAGOS, July 8 (Reuters) - ExxonMobil (XOM.N), opens new tab and its partners will invest $1 billion in the Usan Infill Project offshore Nigeria, a development expected to add 40,000 barrels per day (bpd) of oil production, Nigeria's upstream regulator said on Wednesday.
The Nigerian Upstream Petroleum Regulatory Commission (NUPRC) said the investment marks a return to drilling activity by ExxonMobil affiliate Esso Exploration and Production Nigeria in the country, with the company's last drilling operation dating back to 2016.
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ExxonMobil's Nigerian affiliate, Esso Exploration and Production Nigeria, operates OML 138, which contains the Usan field under a production-sharing contract with NNPC Ltd.
ExxonMobil Nigeria Managing Director Jagir Baxi confirmed the investment commitment at an oil conference in Abuja.
NUPRC Chief Executive Oritsemyiwa Eyesan said the Usan project is expected to deliver first production within 18 months after seismic data identified the investment opportunity.
Nigeria is seeking to attract new upstream investment and raise crude oil production through development of offshore and onshore assets.
Separately, NUPRC presented 19 prospecting licences across deepwater, shallow-water and continental shelf acreage to successful bidders from the 2022/2023 Mini Bid Round and the 2024 Licensing Round.
Reporting by Isaac Anyaogu; Editing by Will Dunham
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UBS před výsledky BlackRocku říká, že je vhodné akcie držet díky atraktivní valuaci a kombinaci růstu a obrany. Čeká silnou poptávku po ETF a organický růst základních poplatků kolem 7,8 %.
BlackRock Inc (NYSE:BLK) reports second-quarter results before the bell on July 15, and UBS is telling clients this is a good time to be holding the stock.
The bank's case: an attractive valuation paired with a rare combination of growth and defensiveness.
UBS expects strong ETF demand to more than make up for weaker cash and institutional flows this quarter, with organic base fee growth landing around 7.8%. That would put BlackRock at the high end of its own "6-7% or higher" guidance.
The bank's EPS estimate comes in a bit below consensus, but it sees operating income and other key metrics, including long-term flows, fee rate, and management fees, all coming in ahead of the Street.
Behind the numbers, UBS raised its operating income estimate on higher management fees and leaner G&A spending, though that's partly offset by softer performance fees tied to a seasonally quieter first half. Aladdin and Preqin related tech and risk management fees are expected to climb 12% year over year.
Management fees are pegged at $5.6 billion, ahead of the Street's $5.5 billion, on the back of a higher average fee rate and AUM. UBS is modeling average AUM of $14.5 trillion, above consensus of $14.3 trillion.
Flows are where things get interesting. UBS is calling for $110 billion in iShares equity inflows, which would be one of the strongest quarters ever for the segment and a step up from $88.1 billion last quarter. Fixed income ETFs look even stronger on a relative basis, with an estimated $66 billion in inflows marking a record quarter.
On the back of all this, UBS bumped up its 2026 and 2027 EPS estimates to $53.87 and $60.48. The price target holds steady at $1,270, but the bank trimmed its multiple slightly to 21x from 21.5x, citing growing uncertainty around private assets and how tokenization and perpetual futures could reshape the competitive landscape down the road.
On the earnings call, UBS will focus on six things: whether base fee growth holds up, progress toward BlackRock's 50%+ margin target, competitive positioning of the new iShares Nasdaq-100 ETF, durability of ETF and tech contract value growth, private credit trends, and capital return plans, with buybacks guided at $450 million or more per quarter for the rest of the year.
Qualcomm na investor day oznámil posun k širší AI infrastruktuře a cílí na tržby z datových center 5 miliard USD do fiskálního roku 2027 a 15 miliard USD do fiskálního roku 2029. Akcie QCOM ale kvůli slabosti polovodičů klesly na několikaměsíční minima.
Since the start of the AI boom in 2023, there have been several moments where the narrative around the buildout and long-term potential of this emerging technology has swung sharply from exuberance to doubt. Over the last few weeks, we appear to have entered another one of those doubt phases.
But it is important not to lose sight of how far this theme has come, not just over the last three years, but even over the last three months. In April, equities looked like they were entering a broader correction as geopolitical tensions flared and risk appetite deteriorated. Yet just weeks later, stocks found their footing and rallied aggressively.
That move was led by technology, AI-adjacent stocks, and, most notably, semiconductors. The SOXX semiconductor ETF more than doubled from those lows, while some of the biggest winners in the group, such as Micron Technology ((MU - Free Report) ), rallied more than 300% from depressed levels.
That kind of move naturally invites a reset.
Image Source: TradingView
The “Narrative Pendulum” is a concept I picked up from analyst Alex Barrow, and I think it is a useful framework for understanding this market (detailed here). The basic idea is that even when a powerful secular trend remains intact, the market’s perception of that trend can swing dramatically between extremes. In the case of AI, investors move from believing the opportunity is nearly unlimited to worrying that the entire buildout is excessive, wasteful, or unlikely to generate adequate returns.
That is where we are now. Concerns around overspending, capital misallocation, falling LLM costs, hyperscaler margins, and the ultimate return on invested capital are beginning to weigh on the AI trade. These concerns are not necessarily fatal to the long-term thesis. In fact, they are probably healthy. Periods of doubt help cool the kind of speculative enthusiasm that can drive prices almost straight higher and create a more durable base for the next leg of the cycle.
I continue to believe the AI boom has room to run, but a pause or correction here would not be surprising.
That brings me to Qualcomm ((QCOM - Free Report) ), a major player in the semiconductor industry that, until recently, has been best known as the dominant force in mobile chips. That remains a core business for the company, but smartphones are now a mature market. As a result, Qualcomm has increasingly been viewed as a slower-growth, more cyclical, and somewhat commoditized semiconductor company, not unlike how Micron was viewed in the memory space a little over a year ago.
That perception may now be changing.
A couple of weeks ago, at the company’s investor day event, Qualcomm management announced a significant pivot in the company’s strategic direction. While the company had been hinting at a larger role in AI over the last several months, the investor day made that shift far more explicit. Management unveiled a broader slate of AI-related business verticals, major hyperscaler relationships, and a much more ambitious vision for Qualcomm’s role in the AI infrastructure stack.
The key takeaway is that Qualcomm is not simply trying to enter the AI sector with one product. It is trying to position itself as a broader AI infrastructure platform.
That could include chips, connectivity, edge AI, inference capabilities, custom silicon opportunities, and data center acceleration. In other words, Qualcomm appears to be moving from being primarily viewed as a mobile-chip company to something closer to an “AI factory accelerator” — a company that helps hyperscalers and enterprise customers build, connect, optimize, and scale the infrastructure required for AI workloads.
I have many thoughts on this evolution, which I will detail more fully, but the timing of the announcement has been somewhat unfortunate in the short to medium term. Qualcomm unveiled this strategic pivot just as the semiconductor narrative began to swing from exuberance back toward skepticism. The stock initially reacted strongly to the news, but has since faded to multi-month lows.
In my view, that weakness has less to do with Qualcomm’s specific developments and more to do with the broader industry pullback. The market is currently questioning the entire AI infrastructure trade, and Qualcomm is being dragged into that reset despite potentially having just laid out one of the more important strategic transitions in its recent history.
If Qualcomm can successfully execute on this pivot, the stock may no longer deserve to trade primarily as a mature mobile-chip company. Instead, investors may begin to revalue it as a broader AI infrastructure beneficiary with exposure to hyperscalers, edge AI, data center acceleration, and next-generation compute demand.
The timing may be unfortunate, but the setup is becoming increasingly interesting.
Scope of Qualcomm’s EndeavorsThe financial targets alone show how ambitious Qualcomm’s AI pivot has become. Management is targeting $5 billion in data center revenue by fiscal 2027 and $15 billion by fiscal 2029, with the early ramp expected to come largely from custom silicon and connectivity before the company’s accelerators and server CPUs become bigger contributors.
That is a major shift for a company still mostly viewed through the lens of smartphones.
At the center of the strategy is Qualcomm Dragonfly, the company’s new data center platform. Dragonfly is not one product, but a layered portfolio that includes connectivity silicon from the Alphawave acquisition, custom silicon for hyperscalers, AI inference accelerators, and eventually Oryon-based server CPUs. In the data center, Qualcomm expects the sequence to begin with connectivity, move into custom silicon in early fiscal 2027, then AI accelerators in the second half of fiscal 2027, followed by Oryon server CPUs in fiscal 2028.
The strategic logic is built around a major shift in AI workloads. The first phase of the AI boom was dominated by training large models, where Nvidia’s GPUs and CUDA software stack remain the standard. But the next phase may be increasingly driven by inference, especially as agentic AI systems begin chaining together dozens of model calls to complete more complex tasks. That dramatically increases the number of inference requests and makes power efficiency, memory bandwidth and cost per token far more important.
This is where Qualcomm believes it has an opening.
The company’s most important technical announcement was High-Bandwidth Compute, or HBC. Rather than relying on the traditional model of pairing accelerators with stacks of high-bandwidth memory, Qualcomm is pursuing a “memory first” architecture that places compute more directly beneath the memory stack. The goal is to reduce the distance data has to travel, improve efficiency, lower power consumption and address one of the biggest bottlenecks in AI inference.
Just as important is the software announcement. Qualcomm’s acquisition of Modular may be the key to making the whole strategy work. Hardware adoption in AI is heavily dependent on the developer ecosystem, and Nvidia’s CUDA moat has made it difficult for competitors to gain meaningful share. Cristiano Amon has framed the Modular acquisition as a potential Android or Linux moment for AI infrastructure, where a more open, hardware-agnostic software layer could reduce dependence on any single vendor.
That is a powerful idea. Rather than asking customers to abandon Nvidia overnight, Qualcomm can offer a software platform that runs across Nvidia, AMD and Qualcomm silicon, while still creating a natural path toward its own accelerators over time. If it works, Modular gives Qualcomm a much more credible way to enter the AI infrastructure market than hardware alone.
The company also added customer validation to the roadmap. Microsoft is expected to deploy Qualcomm’s HBC technology in Azure, while Meta has committed to a multigenerational agreement for Qualcomm CPUs in its data centers. Qualcomm also reinforced the software story through a partnership with Hugging Face, giving developers a path to deploy open models across Qualcomm platforms.
Finally, Qualcomm’s connectivity expertise may be one of its most underappreciated advantages. AI data centers are increasingly constrained not only by compute and memory, but by the ability to move massive amounts of data across racks and clusters. Through Alphawave, Qualcomm now has high-speed connectivity assets that are already generating revenue, giving Dragonfly a current revenue stream while the broader AI platform develops.
Execution risk remains significant. Qualcomm is entering a crowded market with powerful incumbents, and several of the most important products will not reach commercial scale until fiscal 2027 or fiscal 2028. But the scope of the announcement is hard to dismiss. Qualcomm is not simply adding AI exposure. It is attempting to build a full data center platform around the economics of inference, where power efficiency, memory bandwidth, custom silicon, software openness and connectivity may become increasingly important competitive advantages.
Image Source: Qualcomm
Qualcomm’s Auto Execution ExtrapolatedFull disclosure, going into Qualcomm’s Investor Day, I had my doubts about the company’s foray into the AI data center buildout.
The technical capability was never really the question. Qualcomm has long been one of the most sophisticated chip designers in the world, with deep expertise in power efficiency, connectivity, system integration and edge computing. The bigger question was whether the company was simply too late. In a market already dominated by Nvidia, increasingly targeted by AMD and aggressively pursued by hyperscalers’ own internal silicon teams, it was fair to wonder whether Qualcomm could carve out a meaningful position.
But the more I look at the strategy, the more compelling it becomes.
Qualcomm is not making a single bet on one AI chip. It is taking a multi-pronged approach across connectivity, custom silicon, AI inference accelerators, server CPUs and software. That gives the company multiple ways to win. Some pieces of the portfolio may lag expectations, and that would not be surprising given the scale of the undertaking. But if even one or two segments meaningfully outperform, the overall opportunity could still become material.
I view the entire project almost as a strategic experiment. Qualcomm is putting several products into the market, testing where hyperscaler demand is strongest, and positioning itself around the areas where AI infrastructure is most likely to evolve next. Management may not describe it that way explicitly, but I think it is the right approach. The AI data center market is still young, and the economics are changing quickly. Rather than trying to predict the entire future with one product, Qualcomm is building a platform broad enough to adapt as the market develops.
That approach becomes more credible when viewed through the lens of Qualcomm’s recent success in automotive.
News from the automotive segment can get lost when management is announcing something as exciting as AI data center infrastructure, but the execution there may be the best model for what Qualcomm is trying to do now. The automotive business did not emerge overnight. Qualcomm entered through connectivity, expanded into the digital cockpit, and then moved deeper into advanced driver assistance and broader vehicle compute.
That layered strategy has worked. Automotive has quickly grown into one of Qualcomm’s most important non-handset businesses, crossing a $5 billion annualized revenue run rate in fiscal Q2 2026, with management expecting to exit fiscal 2026 above a $6 billion run rate. That is no longer a side project. It is becoming a real business line and a meaningful proof point for Qualcomm’s diversification strategy.
The parallel to AI infrastructure is important. In automotive, Qualcomm did not need to own the entire car to create value. It needed to identify the parts of the vehicle where compute, connectivity and software were becoming more important, then expand its content over time. In data centers, the same logic may apply. Qualcomm does not need to displace Nvidia across the full AI stack to succeed. It needs to find the areas where its advantages matter most.
That is why the inference-first focus is so important. Qualcomm is not trying to win yesterday’s AI infrastructure battle. It is trying to position itself for the next phase of the market, where power efficiency, memory bandwidth, connectivity and cost per token become more important as AI workloads scale from training into large-scale inference. Those are exactly the types of engineering problems Qualcomm has spent decades solving.
This does not eliminate execution risk. The data center market is larger, faster moving and more competitive than automotive. Nvidia’s ecosystem is entrenched, hyperscalers are increasingly building their own chips, and Qualcomm still has to prove that its roadmap can translate into commercial deployments at scale.
But automotive shows that Qualcomm can execute this type of transition. It can move beyond handsets, build a platform in an adjacent market, expand its content over time and convert long design cycles into meaningful revenue. That does not guarantee success in AI infrastructure, but it makes the plan far easier to take seriously.
For investors, that may be the key point. Qualcomm’s AI data center strategy should not be judged only as a late attempt to chase Nvidia. It should be viewed as the next test of the same diversification playbook that is already working in automotive. If the company can repeat even part of that success, the market may be underestimating how different Qualcomm’s business could look over the next several years.
Qualcomm Stock Breaks DownThe technical picture in QCOM stock offers a more tactical view of the setup.
Back in May, the stock rerated significantly higher after the company teased a major hyperscaler deal. From there, it built out a broad consolidation pattern, but since the full announcement, the stock has traded lower. Over the last week, QCOM broke below a key level of support, mirroring the broader weakness across the semiconductor sector.
Technical analysis does not provide reliable forecasting ability on its own, but it can show where large orders have left footprints. That is essentially what a “level” represents: an area where a meaningful amount of shares have changed hands and where buyers or sellers have previously shown up.
For now, QCOM remains below that breakdown level, and the near-term downtrend appears intact. That makes the stock more difficult for traders looking for a clean short-term entry. But at roughly 17x forward earnings, and with a potentially much larger long-term AI infrastructure opportunity beginning to take shape, the setup may be more attractive for investors looking for a bigger multi-year win rather than traders trying to capture the next short-term move.
The earnings revision picture may also supports a more patient view. Qualcomm currently has a Zacks Rank #3 (Hold), reflecting earnings estimates that have been relatively flat. That means analysts are not aggressively raising expectations yet, but they also are not cutting estimates in a meaningful way. In the context of a major strategic pivot, that leaves room for upside if management begins converting these announcements into visible revenue opportunities.
If revisions start to move higher, that could become an important bullish catalyst. A pickup in estimate momentum would signal that analysts are beginning to underwrite the AI data center opportunity more directly into their models, rather than treating it as a longer-dated optionality story.
Ultimately, the next major move in QCOM stock appears heavily tied to the broader semiconductor cycle. There may still be downside ahead over the next month if the group continues to unwind. But when the narrative pendulum finally bottoms and the market begins to lift the AI infrastructure theme again, Qualcomm could emerge with a much stronger story than it had in prior cycles.
The stock has broken down technically, but the business may be breaking out strategically.
Image Source: TradingView
Bottom Line on Qualcomm StockQualcomm’s AI data center strategy is still early, and execution risk remains high. The company is entering a crowded market, several key products are still years from scale, and the stock remains caught in the broader semiconductor pullback.
But the announcement changes the long-term story. Qualcomm is no longer just a mature mobile-chip company looking for incremental growth. It is attempting to build a broader AI infrastructure platform across inference, connectivity, custom silicon, software and power-efficient compute.
For now, the technical setup is weak and earnings revisions remain flat, which supports the Zacks Rank #3 (Hold). But that also leaves room for upside if analysts begin raising estimates as AI data center revenue becomes more visible.
In the near term, QCOM may still trade with the broader semiconductor group. Over the next several years, however, the bigger question is whether Qualcomm can turn this roadmap into a real second growth engine.
The stock is not without risk, but the setup is becoming much more interesting.
GoPro oznámila financování ve výši 20 milionů USD od zakladatele a generálního ředitele Nicholase Woodmana prostřednictvím seniorních zajištěných dluhopisů a warrantů. Transakce podléhá dokončovacím podmínkám.
, /PRNewswire/ -- GoPro, Inc. (NASDAQ: GPRO) today announced that Nicholas Woodman, the company's founder and CEO, has agreed to provide $20 million in financing to GoPro through the issuance of $20 million in aggregate principal amount of senior secured notes and warrants to purchase shares of the company's Class B common stock via entities affiliated with Mr. Woodman. The financing is subject to certain closing conditions.
"An independent committee of the board of directors evaluated a range of financing options and concluded this structure offered the most favorable terms for GoPro and our shareholders," said Nicholas Woodman, GoPro's founder and CEO. "My financing reflects my enthusiasm for GoPro and its several go-forward opportunities. I continue to strongly support the board's evaluation of strategic alternatives, a process we announced on May 11, 2026, and which continues to progress."
Additional details regarding this financing are available in GoPro's Current Report on Form 8-K filed with the Securities and Exchange Commission.
About GoPro, Inc. (NASDAQ: GPRO)
GoPro helps the world capture and share itself in immersive and exciting ways.
Connect with GoPro on Instagram, YouTube, TikTok, Facebook, X, LinkedIn, and GoPro's blog, The Current. Members of the press can access official logos and imagery on our press portal. For more information, visit GoPro.com.
GoPro, HERO, MAX, MISSION, and their respective logos are trademarks or registered trademarks of GoPro, Inc. in the United States and other countries.
Note on Forward-looking Statements
This press release may contain projections or other forward-looking statements within the meaning of Section 27A of the Private Securities Litigation Reform Act. Words such as "anticipate," "believe," "estimate," "expect," "intend," "should," "will," "plan" and variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements. Forward-looking statements in this press release may include, but are not limited to, statements related to the Company's liquidity and financial condition, the terms and expected benefits of the financing described herein, the expected closing of the financing described herein, the sufficiency of the Company's capital resources and operational continuity, future business opportunities, and the Company's review of strategic alternatives, including the timing thereof and potential outcomes. These forward-looking statements are based on the Company's current expectations and inherently involve significant risks and uncertainties. The Company's actual results and the timing of events could differ materially from those anticipated in such forward-looking statements as a result of these risks and uncertainties, which include, without limitation, risks related to the sufficiency of the financing to meet the Company's liquidity or operational needs, the potential dilutive effect of warrants and other equity-linked securities on existing stockholders, risks inherent in related-party transactions, the risk that the strategic review process will not result in the identification or consummation of a transaction on terms the Company or its shareholders find attractive or otherwise increase shareholder value, and the risk that the strategic review may disrupt the Company's business or divert management attention. A further description of the risks and uncertainties relating to the business of the Company is contained in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (the "SEC") on March 12, 2026, and as updated in filings with the SEC including the Quarterly Report for the quarter ended March 31, 2026 filed with the SEC on May 11, 2026 . These forward-looking statements speak only as of the date hereof or as of the date otherwise stated herein. The Company undertakes no duty or obligation to update any forward-looking statements contained herein as a result of new information, future events or changes in its expectations.
Jim Cramer označil Oracle za nejzajímavější proticyklickou sázku v technologickém reboundu, protože masivní výdaje na datová centra zvedají otázku návratnosti. Akcie Oracle za měsíc klesly o 42,32 %.
On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing a lot of people who are saying, look, it’s time to go back in the group.”
The rebound is playing out against a backdrop of extraordinary data center capital spending, and Cramer’s questions center on whether the buildout will pay off for anyone other than the model developers.
Oracle: A Losing Streak Meets a Buildout Thesis Oracle (NYSE: ORCL | ORCL Price Prediction) has been the pain trade of the summer. Shares traded at $142.50 as of Monday morning, after falling 42.32% over the past month from a June 2 close of $244.58.
Cramer zeroed in on the fundamental question behind that drawdown: “The Stargate data center in Saline Township that I visited cost $16 billion to build and another $30 to $35 billion, largely from Oracle, to outfit it. Are they going to get the return on that?” He noted that recent big layoffs and share losses might actually flag “the screaming buy of the group”, adding that even skeptical sources have started warming to the setup.
The numbers behind the buildout are substantial. In Oracle’s Q4 FY2025 report, cloud infrastructure revenue jumped to $5.79 billion, up 93% year over year. Remaining Performance Obligations reached $638 billion, a 363% year-over-year increase, with $75 billion tied to prepaid or customer-supplied GPU arrangements. Management reaffirmed its FY2027 revenue target of $90 billion, guided Q1 FY2027 cloud revenue growth of 58% to 64%, and raised its FY2027 non-GAAP EPS target to $8.05. Free cash flow was negative $23.7 billion against $55.7 billion in capital expenditures, and the company plans to raise roughly $40 billion through debt and equity in FY2027 to fund the expansion.
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NVIDIA Confirms the Scale of the Buildout Cramer’s paradox—”Shouldn’t we see some profits in compute for somebody other than the much-loved Anthropic?”—hits at the top of the chain. NVIDIA (NASDAQ: NVDA) reported Q1 FY2027 revenue of $81.61 billion, up 85.2% year over year, with Data Center revenue of $75.25 billion, up 92% year over year. Non-GAAP EPS of $1.87 beat consensus estimates, and guidance for the next quarter called for $91 billion in revenue at a 75.0% gross margin.
Meta Platforms (NASDAQ: META) raised its 2026 capital expenditure (capex) guidance to $125 billion–$145 billion, up from its prior range of $115 billion–$135 billion, citing higher component pricing and, to a lesser extent, additional data center costs. Q1 FY2026 revenue was $56.31 billion, up 33% year over year, while diluted EPS came in at $10.44, including an $8.03 billion income tax benefit.
What to Watch The Cramer thesis puts Oracle at the center of the return-on-buildout debate. With remaining performance obligation (RPO) backlog visibility, a $90 billion FY27 revenue target, and hyperscaler-grade contracts already booked, the question moves from demand to execution. Investors will look for progress on escalator clauses, tenant payoff timelines, and whether Oracle’s Stargate outfitting spend converts into the multi-year cloud margin story management has promised.
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ISSAQUAH, Wash., July 08, 2026 (GLOBE NEWSWIRE) -- Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today reported net sales of $29.24 billion for the retail month of June, the five weeks ended July 5, 2026, an increase of 10.6 percent from $26.44 billion last year.
Net sales for the first 44 weeks were $250.43 billion, an increase of 10.1 percent from $227.46 billion last year.
Comparable sales for the periods ended July 5, 2026, were as follows:
5 Weeks 44 WeeksU.S.10.6% 7.9%Canada3.7% 8.5%Other International4.7% 10.1% Total Company8.8% 8.3%Digitally-Enabled20.9% 21.5% Comparable sales excluding the impacts from changes in gasoline prices and foreign exchange were as follows:
5 Weeks 44 WeeksU.S.7.6% 6.7%Canada4.9% 7.2%Other International5.6% 6.5% Total Company7.0% 6.7%Digitally-Enabled21.5% 21.1% Additional discussion of these results is available in a pre-recorded message. It can be accessed by visiting investor.costco.com (click on “Events & Presentations”). This message will be available through 4:00 p.m. (PT) on Wednesday, July 15, 2026.
The Company also announced today that its Board of Directors has declared a quarterly cash dividend on Costco common stock of $1.47 per share. The quarterly dividend is payable August 7, 2026, to shareholders of record at the close of business on July 24, 2026.
Costco currently operates 933 warehouses, including 641 in the United States and Puerto Rico, 115 in Canada, 43 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland, and New Zealand. Costco also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
Certain statements contained in this document and the pre-recorded message constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. For these purposes, forward-looking statements are statements that address activities, events, conditions or developments that the Company expects or anticipates may occur in the future. In some cases forward-looking statements can be identified because they contain words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or similar expressions and the negatives of those terms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. These risks and uncertainties include, but are not limited to, domestic and international economic conditions, including exchange rates, inflation or deflation, the effects of competition and regulation, uncertainties in the financial markets, consumer and small business spending patterns and debt levels, breaches of security or privacy of member or business information, conditions affecting the acquisition, development, ownership or use of real estate, capital spending, actions of vendors, rising costs associated with employees (generally including health-care costs and wages), workforce interruptions, energy and certain commodities, geopolitical conditions (including tariffs and global conflicts), the ability to maintain effective internal control over financial reporting, regulatory and other impacts related to environmental and social matters, public-health related factors, and other risks identified from time to time in the Company’s public statements and reports filed with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made, and the Company does not undertake to update these statements, except as required by law. Comparable sales and comparable sales excluding impacts from changes in gasoline prices and foreign exchange are intended as supplemental information and are not a substitute for net sales presented in accordance with U.S. GAAP.
Airbnb vykázal v 1. čtvrtletí tržby 2,7 miliardy USD, meziročně o 18 % více, a upravený EBITDA vzrostl na 519 milionů USD. Firma zároveň zvýšila celoroční výhled na nízký až střední dvouciferný růst tržeb.
$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB | ABNB Price Prediction) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move.
At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for the company’s growth story, and was disclosed on the Q1 2026 conference call held by CEO Brian Chesky and CFO Ellie Mertz.
What It Means Gross booking value is the money flowing across the platform before Airbnb takes its cut. Scale on that base is why the top line moves the way it does. The company’s Q1 revenue landed at $2.7 billion, up 18% year over year, beating the high end of prior guidance by two points. Impressively, nights and seats booked rose 9% against a roughly 100 basis point headwind tied to the Middle East conflict, while Airbnb’s average daily rate rose 9%.
The engagement mix explains the acceleration. App bookings reached 63% of total nights, up from 58% a year earlier, and grew 22%. First time bookers grew 10%, the fastest rate since 2022. Reserve Now, Pay Later already accounts for roughly 20% of global GBV after only a few quarters of global rollout.
I think one of the most underrated and overlooked fundamentals is Airbnb’s performance in emerging markets. India origin nights are up around 50% year over year, and Brazil is compounding at over 20%. This is the mechanism behind the $29 billion print.
With profitability moving alongside volume (adjusted EBITDA reached $519 million, up 24%), there’s a lot to like about where Airbnb is headed form here. I think the company’s trailing twelve month free cash flow of $4.5 billion at a 36% margin is also critical to point out at this stage of the company’s growth trajectory.
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Bull Case Airbnb raised its full year 2026 outlook to low to mid teens revenue growth with an adjusted EBITDA margin of at least 35%. That makes sense to me, given the company’s Q2 guidance calls for $3.54 billion to $3.6 billion in revenue, or 14% to 16% year over year. Mertz was direct about the setup: “Underlying demand is strong. Our product improvements are working. Our monetization initiatives are gaining traction.”
Capital return backs the growth story. Airbnb repurchased $1.1 billion of Class A stock in Q1, has $4.5 billion remaining on its authorization, and has bought back $14.8 billion total since Q3 2022, taking the fully diluted count down roughly 9%. The Winter Olympics in Milan drew around 200,000 guests with supply in host markets up roughly 30% and GBV that more than tripled. The 2026 FIFA World Cup, which management calls the largest event in Airbnb history, already has 100,000+ new homes listed across 16 host cities.
Efficiency is the other pillar. Roughly 60% of engineering code is AI co-authored, and Chesky argues that “Airbnb has to move at the speed of AI.” Polymarket traders assign an 84% probability the stock hits $152 in July, and a 49% probability of $160. The analyst consensus price target sits at $156.74.
Bottom Line At a 27 forward earnings multiple on a company throwing off $4.5 billion in trailing free cash flow, the growth flywheel is visible in the numbers. Consumer sentiment has weakened to 44.8 in May 2026, and Q1 EPS of $0.26 missed the $0.31 estimate on a $70 million one time CAMT tax charge. Yet booking volumes, guidance, and capital return are moving in one direction. The forward catalyst is the World Cup activation across 16 cities in three countries. If the growth story is peaking, $29 billion in a single quarter is a strange way to show it.
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AMC rostlo ve středu odpoledne o 10,47 % na 1,90 USD poté, co Macquarie zvýšila cílovou cenu z 1,50 USD na 2 USD. Zároveň zvedla odhad adjusted EBITDA pro rok 2026 na 629 milionů USD.
AMC Entertainment shares are climbing with conviction. Why is AMC stock up today? Macquarie Raises AMC Price TargetMacquarie maintained a Neutral rating on AMC, but lifted its price target from $1.50 to $2, implying upside from recent trading levels. The firm also raised its 2026 AMC adjusted EBITDA estimate to $629 million from $600 million and improved its projected full-year adjusted loss to 24 cents per share from a prior loss estimate of 28 cents.
Box Office Recovery Supports AMCThat matters for AMC because higher attendance directly supports ticket sales, concessions and operating leverage across its theater network. Macquarie also raised its 2026 industry box office forecast to $9.8 billion, up 13% year-over-year.
Still, the firm remains cautious. Macquarie cited rising costs and a slower box office recovery as downside risks, while noting faster box office improvement could support upside for AMC shares.
AMC Stock: Key Technical Levels To WatchAMC is trading at $1.94, sitting 6.9% above its 50-day SMA ($1.81) and 4.4% above its 200-day SMA ($1.85), which supports the idea that buyers are defending the intermediate trend. At the same time, it’s trading 9.9% below its 20-day SMA ($2.15), so the stock is still working through near-term overhead supply from the last few weeks.
RSI is the cleaner momentum read right now: at 48.82, it’s neutral, suggesting the rally is more "reset and bounce" than a stretched, overbought breakout. For context, RSI measures how extended the recent buying or selling has been, and a mid-range reading often lines up with choppy, level-to-level trading.
The moving-average structure is mixed: the 20-day SMA is above the 50-day SMA (a bullish short-term crossover), but the 50-day SMA remains below the 200-day SMA (a bearish longer-term backdrop). On the longer view, the stock is still down 33.10% over the past 12 months, with key turning points including an oversold RSI dip in March, a swing low in May, and a swing high in June.
Key Resistance: $2.00 — a round-number area just above current price where rebounds can stall, especially with the 20-day EMA near $1.99 AMC Shares Surge Wednesday AfternoonAMC Price Action: AMC Entertainment shares were up 10.47% at $1.90 at the time of publication on Wednesday, according to Benzinga Pro data.
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APA zveřejnila předběžné výsledky za 2. čtvrtletí 2026 a oznámila konferenční hovor k výsledkům na 6. srpna 2026. V USA ve 2. čtvrtletí omezila těžbu plynu o 137 MMcf/d a produkci NGL o 12 300 barelů denně kvůli slabým nebo záporným cenám na Waha hub.
HOUSTON, July 08, 2026 (GLOBE NEWSWIRE) -- APA Corporation (Nasdaq: APA) today provided supplemental information regarding certain second-quarter 2026 financial and operational results. This information is intended only to provide additional information regarding current estimates management believes will affect results for the second quarter of 2026. It is provided to assist investors, analysts and others in formulating their own estimates and is not intended to be a comprehensive presentation of all factors that will affect second-quarter 2026 results. Actual results and the impact of factors identified here may vary and are subject to finalization of the financial reporting process for the second quarter of 2026.
Estimated Average Realized Prices – 2Q26 Oil (bbl)NGL (bbl)Natural Gas (Mcf)United States$93.20$25.10($2.20)International$99.90$73.40$4.80 Egypt tax barrels:36 MBoe/dDry hole costs (before tax):$41 millionNet gain on oil and gas purchases and sales (before tax)*:$345 million *Includes $109 million realized loss from commodity derivatives
Production update
APA curtailed approximately 137 MMcf/d of U.S. natural gas production and 12,300 barrels per day of U.S. natural gas liquids production in the second quarter in response to weak or negative Waha hub prices.
Weighted-average shares outstanding
The estimated weighted-average basic common shares for the second quarter are 353 million. APA repurchased 2.8 million shares at an average price of $35.25 per share during the second quarter.
General and administrative
During the second quarter, APA incurred general and administrative expenses totaling $65 million. This includes approximately $10 million in stock-based compensation, reflecting the mark-to-market impacts of APA’s share price during the quarter.
Second-quarter 2026 earnings call
APA will host a conference call to discuss its second-quarter 2026 results at 10 a.m. Central time, Thursday, Aug. 6. The conference call will be webcast on APA’s website at www.apacorp.com and investor.apacorp.com. Following the conference call, a replay will be available for one year on the “Investors” page of the company’s website.
About APA
APA Corporation owns consolidated subsidiaries that explore for and produce oil and natural gas in the United States, Egypt and the United Kingdom and that explore for oil and natural gas offshore Suriname and elsewhere. APA posts announcements, operational updates, investor information and press releases on its website, www.apacorp.com.
Forward-looking statements
This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements can be identified by words such as “anticipates,” “intends,” “plans,” “seeks,” “believes,” “continues,” “could,” “estimates,” “expects,” “goals,” “guidance,” “may,” “might,” “outlook,” “possibly,” “potential,” “projects,” “prospects,” “should,” “will,” “would,” and similar references to future periods, but the absence of these words does not mean that a statement is not forward-looking. These statements include, but are not limited to, statements about future plans, expectations, and objectives for operations, including statements about our capital plans, drilling plans, production expectations, asset sales, and monetizations. While forward-looking statements are based on assumptions and analyses made by us that we believe to be reasonable under the circumstances, whether actual results and developments will meet our expectations and predictions depends on a number of risks and uncertainties which could cause our actual results, performance, and financial condition to differ materially from our expectations. See “Risk Factors” in APA’s Form 10-K for the year ended December 31, 2025, and in our quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission for a discussion of risk factors that affect our business. Any forward-looking statement made in this news release speaks only as of the date on which it is made. Factors or events that could cause our actual results to differ may emerge from time to time, and it is not possible for us to predict all of them. APA and its subsidiaries undertake no obligation to publicly update any forward-looking statement, whether as a result of new information, future development or otherwise, except as may be required by law.
Morgan Stanley uvedla, že z Workplace a E*TRADE přešlo do její poradenské správy více než 1 bilion USD klientských peněz. Tato migrace podpořila růst aktiv v poradenském modelu na 1,2 bilionu USD.
That is the pool of client money that has migrated from Morgan Stanley (NYSE:MS | MS Price Prediction) workplace and E*TRADE channels into its adviser-led wealth management strategy, according to CFO Sharon Yeshaya on the Q1 2026 earnings call.
Indeed, this number is the clearest evidence yet that the bank’s decade-long bet on turning brokerage accounts and 401(k) participants into full-service advisory clients is compounding at scale. Yeshaya framed it plainly: “This migration has significantly contributed to more than $1 trillion in total assets within our adviser-led strategy.”
What It Means Wealth management is now the primary earnings engine. Total client assets in Wealth Management reached $7.34 trillion in Q1 2026, with the combined Wealth plus Investment Management pool at over $9 trillion, on the road to $10 trillion plus. Morgan Stanley’s firm gathered $118.40 billion in net new assets in the quarter alone, and generated $54 billion in fee-based flows, described on the call as a record excluding prior acquisitions.
In my view, the economics matter more than the headcount. Wealth Management revenue hit $8.52 billion, up 16% year over year, at a 30.4% pre-tax margin, and adviser-led assets sourced from Workplace and E*TRADE now stand at $1.2 trillion. That’s roughly 20% of the $5.8 trillion adviser-led book, and represents a funnel producing recurring, fee-based revenue, the highest-quality earnings stream a broker-dealer can own.
Bull Case Impressively, Morgan Stanley’s EPS came in well ahead of consensus at $3.43, compared to expectations of $3.03. Net revenues of $20.58 billion rose 16%, net income of $5.57 billion jumped 29%, and ROTCE printed at 27.1%, well above the firm’s 20%+ target. Impressively, the company’s expense efficiency ratio also improved to 65% from 68%.
Importantly, Morgan Stanley’s Institutional Securities side is firing too. Advisory revenue climbed 74% to $978 million, equity trading rose 25% to $5.15 billion, and Asia revenues grew 43%. CEO Ted Pick told analysts, “All three segments are growing at twice the rate of GDP organically, and our market share ranges between 10% and 15%, depending on the area.”
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Capital return is working alongside the growth story. Morgan Stanley repurchased $1.75 billion of stock in Q1 at an average price of $169.15 per share, and paid a $1.00 quarterly dividend. The bank’s CET1 ratio of 15.1% sits over 300 basis points above the 11.8% capital requirement, giving management runway for both buybacks and organic investment. Thus, prediction markets are corroborating the momentum. Currently, Polymarket traders assign a 89.5% probability to Morgan Stanley beating quarterly earnings again, with the Q2 2026 report due around July 15, 2026.
The one caveat long-term holders should register – consumer sentiment is weak. The University of Michigan reading hit 44.8 in May 2026, its lowest in the past 12 months, below the 60 recessionary threshold. If asset accumulation slows across the retail base, net new asset growth could throttle back.
Bottom Line The $1 trillion that moved from workplace and E*TRADE accounts into adviser-led relationships is the payoff on years of platform integration, and it is the reason Morgan Stanley trades at 19x trailing earnings while still growing revenue at double-digit rates.
Analysts carry an average price target of $207.62, which the stock has already cleared. The next test is the Q2 report expected around mid-July 2026, where investment banking revenue is the swing variable. For retirement-focused investors, the setup is straightforward: a capital-light fee engine at record margins, a bank with 1.91% dividend yield, and a management team that keeps compounding client assets toward the $10 trillion mark.
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Lockheed Martin získal nové zakázky za přibližně 7 miliard USD a rozšířil backlog i viditelnost tržeb. Akcie za poslední měsíc vzrostly o 2,9 %, ale zaostaly za odvětvím.
Key Takeaways LMT added major missile, space and naval defense contracts, expanding backlog and revenue visibility.LMT faces program losses, production delays and integration challenges on key defense programs.LMT trades below the industry's forward P/S average, while long-term contracts support future growth. Lockheed Martin’s (LMT - Free Report) shares have risen 2.9% over the past month, underperforming the Zacks Aerospace-Defense industry’s growth of 7.3%. However, the company remains one of the largest U.S. defense contractors with a steady order flow from the Pentagon and other U.S. allies.
Image Source: Zacks Investment Research
Other defense stocks, such as The Boeing Company (BA - Free Report) and Northrop Grumman (NOC - Free Report) , have also underperformed the industry during the same period. Shares of Boeing and Northrop Grumman have risen 7.2% and 1.5%, respectively, during the same time frame.
With Lockheed Martin lagging its industry, investors are likely questioning the stock’s near-term direction. A closer look at the company's strengths, challenges and growth drivers can help assess whether the recent weakness presents a buying opportunity or warrants caution.
Tailwinds for LMT StockLockheed Martin continues to strengthen its long-term revenue outlook by securing substantial contract awards across its core defense programs. During the first quarter of 2026, the company received approximately $7 billion in new awards within its Missiles and Fire Control segment, highlighted by a $4.8 billion fully funded undefinitized contract for the PAC-3 missile program. It also obtained contracts for long-lead materials supporting F-35 production under Lots 20 and
21.
Recently, the company was awarded $3 billion by the U.S. Army to produce both standard and Extended-Range Guided Multiple Launch Rocket System (“GMLRS”) rockets. This is expected to provide several long-term benefits for Lockheed Martin. The contract also reinforces Lockheed Martin's leadership in precision-guided rocket systems, an area experiencing sustained demand as the U.S. and allied nations replenish munitions stockpiles and strengthen long-range strike capabilities.
In June 2026, the company won a $514 million contract by U.S. Space Force for GPS IIIF Space Vehicles 23 and 24. This expands the company's funded backlog and extends production of the GPS IIIF constellation to 14 satellites, strengthening revenue visibility over the coming years. The award also reinforces Lockheed Martin's leadership in military space systems and positions it to benefit from the U.S. Space Force's ongoing modernization of the GPS network as older satellites are replaced.
Lockheed Martin also secured a $200.8 million contract from the U.S. Navy to continue providing Aegis Combat System operator and maintenance training for six international naval customers through 2031. This award benefits Lockheed Martin by extending a stable source of recurring revenues and strengthening its long-term relationships with international Aegis users. As the original developer of the Aegis Combat System, the company is well positioned to provide ongoing training, software updates, system enhancements, and lifecycle support throughout the program's duration.
Challenges for LMT StockLockheed Martin continues to face execution and cost-estimate risk on complex programs, particularly where fixed-price elements magnify the impact of schedule and performance issues. In the first quarter of 2026, the company recorded unfavorable profit adjustments on the F-16 program due to production performance and development delays, as well as on the C-130 program because of ongoing integration challenges and delivery delays.
The company also reported cumulative losses of approximately $1.8 billion on a classified Aeronautics program and approximately $1.46 billion on a classified program in MFC. Both programs continue to carry accrued losses on the balance sheet and could incur additional losses if scope, schedule or cost estimates move further.
Estimates for LMT StockThe Zacks Consensus Estimate for 2026 earnings per share (EPS) indicates year-over-year growth of 29.46%. LMT’s long-term (three to five years) earnings growth rate is 18.48%.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Boeing’s 2026 EPS indicates year-over-year growth of 98.6%. The Zacks Consensus Estimate for Northrop Grumman’s 2026 EPS indicates year-over-year growth of 6.2%. NOC’s long-term earnings growth rate is 5.25%.
LMT’s Earnings Surprise HistoryThe company beat on earnings in three of the trailing four quarters and missed in one, delivering an average surprise of 9.44%.
Image Source: Zacks Investment Research
LMT Stock’s LiquidityThe company’s current ratio is 1.14 compared with the industry’s average of 1.12. The ratio of more than one suggests a healthy liquidity position where the business can meet its immediate financial obligations without selling long-term assets.
Image Source: Zacks Investment Research
LMT Stock Trades at a DiscountIn terms of valuation, LMT’s forward 12-month price-to-sales (P/S) is 1.53X, a discount to the industry’s average of 2.67X. This suggests that investors would be paying a lower price relative to the company’s expected sales growth compared with its peer group.
Image Source: Zacks Investment Research
What Should an Investor Do Now?Lockheed Martin continues to strengthen its long-term growth outlook through a steady flow of contract awards across its missile systems, fighter aircraft, military space, and naval defense businesses, reinforcing demand for its core platforms. These awards expand backlog, improve multi-year revenue visibility, and create opportunities for recurring production, modernization, training, and sustainment work, supporting durable long-term growth.
Considering its financial pressures and current price underperformance, new investors should wait and watch for a better entry point. Investors who already hold this Zacks Rank #3 (Hold) stock may consider retaining it, given the company’s earnings growth outlook and strong liquidity.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FIS získal Frankfurt International Bank jako klienta pro platformu Treasury & Risk Manager – Quantum Cloud Edition. Implementace trvala jen 10 týdnů a banka na ní spustila provoz bez starých systémů od prvního dne.
Key Takeaways Fidelity National was selected by Frankfurt International Bank for its Quantum Cloud platform.FIS' cloud-first offerings help banks replace legacy systems with scalable, AI-ready infrastructure.Banking Solutions revenues climbed 45% in Q1 2026 as customer demand for digital banking grew. Fidelity National Information Services, Inc. (FIS - Free Report) has secured another client as Frankfurt International Bank AG (“FIB”), a newly licensed German bank, selected its Treasury & Risk Manager – Quantum Cloud Edition. Instead of relying on legacy banking systems, FIB will launch with FIS' cloud-based platform, providing fully integrated treasury and risk management capabilities from day one. The implementation was completed in just 10 weeks, enabling the bank to go live quickly with a modern platform that offers greater flexibility, automation and scalability.
The deal reflects a broader shift across the banking industry as financial institutions increasingly adopt cloud-native platforms to improve efficiency, reduce costs and support AI-driven banking services. By enabling new banks to launch immediately with modern cloud infrastructure while simultaneously helping established ones upgrade their legacy systems, the company is strengthening its position across the digital banking market.
The latest agreement builds on a series of recent banking technology wins for FIS. First Commerce Bank recently selected its HORIZON core banking platform to support future growth, while BankSouth chose the company to upgrade its retail and commercial banking systems with AI-ready capabilities. These customer additions highlight the growing demand for its cloud and digital banking solutions as financial institutions continue investing in digital transformation.
The strength of FIS' Banking Solutions business was evident in its first-quarter 2026 results. The segment generated $2.4 billion in revenues, up 45% year over year. Customer wins like Frankfurt International Bank AG further validate the company's cloud-first strategy and strengthen its recurring revenue base. As more financial institutions upgrade their technology, it is well positioned to capture additional business, support long-term Banking Solutions growth and enhance shareholder value.
FIS’ Stock Price Performance
Shares of Fidelity National have lost 35.9% year to date compared with the industry’s decline of 9.9%.
Image Source: Zacks Investment Research
Zacks Rank & Key Picks
FIS currently has a Zacks Rank #3 (Hold).
Some better-ranked stocks in the business services space are Corpay, Inc. (CPAY - Free Report) , Payoneer Global Inc. (PAYO - Free Report) and Visa Inc. (V - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Corpay’s 2026 earnings is pegged at $26.86 per share, indicating a 25.6% year-over-year increase. CPAY beat earnings estimates in each of the trailing four quarters, with the average surprise being 2.1%. The consensus estimate for 2026 revenues is pegged at $5.31 billion, implying 17.3% year-over-year growth.
The Zacks Consensus Estimate for Payoneer Global's 2026 earnings is pegged at 27 cents per share, implying 42.1% year-over-year growth. The estimate has been revised upward once over the past 30 days, with no downward revisions. The Zacks Consensus Estimate for PAYO's 2026 revenues is $1.12 billion, reflecting 6.4% year-over-year growth.
The Zacks Consensus Estimate for Visa’s 2026 earnings is pegged at $13.10 per share, indicating a 14.2% year-over-year increase. Visa beat earnings estimates in each of the trailing four quarters, with the average surprise being 3.2%. The consensus estimate for 2026 revenues is pegged at $45.37 billion, implying 13.4% year-over-year growth.
AGNC Investment Corp. schválila měsíční dividendu 0,12 USD na kmenovou akcii za červenec 2026. Vyplacena bude 11. srpna 2026 akcionářům k 31. červenci 2026.
, /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) announced today that its Board of Directors has declared a cash dividend of $0.12 per share of common stock for July 2026. The dividend is payable on August 11, 2026 to common stockholders of record as of July 31, 2026.
For further information or questions, please contact Investor Relations at (301) 968-9300 or [email protected].
ABOUT AGNC INVESTMENT CORP.
Founded in 2008, AGNC Investment Corp. (Nasdaq: AGNC) is a leading investor in Agency residential mortgage-backed securities (Agency MBS), which benefit from a guarantee against credit losses by Fannie Mae, Freddie Mac, or Ginnie Mae. We invest on a leveraged basis, financing our Agency MBS assets primarily through repurchase agreements, and utilize dynamic risk management strategies intended to protect the value of our portfolio from interest rate and other market risks.
AGNC has a track record of providing favorable long-term returns for our stockholders through substantial monthly dividend income, with over $16 billion of common stock dividends paid since inception. Our business is a significant source of private capital for the U.S. residential housing market, and our team has extensive experience managing mortgage assets across market cycles. To learn more about The Premier Agency Residential Mortgage REIT, please visit www.AGNC.com, follow us on LinkedIn and X, and sign up for Investor Alerts.
Southern Copper v 1. čtvrtletí 2026 vykázala provozní hotovostní náklady na výrobu libry mědi ve výši -0,11 USD, oproti +0,77 USD před rokem. Čistý zisk vzrostl o 66,7 % na 1,577 miliardy USD a tržby o 36,2 % na 4,251 miliardy USD.
The U.S. copper industry is valued at around $20 billion, and is one of the key market indicators many market participants watch closely.
Why is that?
Well, copper is heavily used in industry, and the rise or fall of this particular commodity can portend a great deal for where the economy is headed.
However, I think one of the most important numbers that’s also within this sector is negative eleven cents. That is what it cost Southern Copper (NYSE:SCCO | SCCO Price Prediction) to produce a pound of copper in the first quarter of 2026, on a net basis after by-product credits. The largest publicly traded pure-play copper miner reported an operating cash cost of -$0.11 per pound, down from +$0.77 a year earlier.
Southern Copper flagged the swing as a -114% year-over-year improvement in its Q1 2026 release filed April 29, 2026.
What It Means A negative cash cost carries real weight. It means silver, molybdenum, and zinc pulled from the same ore body generated enough revenue to more than cover the full cost of mining, milling, and refining the copper. Southern Copper earned that outcome in a quarter when silver prices ran +157.9% year over year, molybdenum climbed +24.2%, zinc rose +14.0%, and copper itself gained +37.5%. Sales volumes of silver (+11.6%) and zinc (+16.4%) amplified the effect.
The company posted net income of $1.577 billion, up 66.7% year over year, on revenue of $4.251 billion, up 36.2%. Additionally, Southern Copper’s adjusted EBITDA reached $2.71 billion at a 63.8% margin, which supported operating cash flow more than doubling to $1.695 billion. CEO German Larrea called it a “record-breaking quarter” in prepared remarks.
Market Reaction SCCO stock started the year at $144.57 and closed at $172.01 on July 2, 2026, a 23.31% year-to-date gain. Over the trailing twelve months the stock is up 72.32%. Recent action has cooled, evidenced by shares sinking nearly 15% over the past month from a June 2 level of $201.37, giving long-term holders a pullback inside a longer uptrend.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Southern Copper didn't make the cut. Grab the names FREE today.
Bull Case I think Southern Copper’s bull case starts at the cost line and radiates outward. A cash cost below zero means Southern Copper prints cash even if copper retraces from current levels. It also means the company can absorb the operational grind of lower Peruvian ore grades, which pushed Q1 copper output down 4.0% year over year, without ceding margin. That is what a low position on the industry cost curve buys.
The setup extends past one quarter. The Tia Maria project in Peru was 32.5% complete as of Q1, with first production targeted for Q3 2027 and a $1.8 billion budget. Management is committing more than $20.5 billion in capital across the decade to lift output toward 1.6 million tonnes of copper by 2033. Copper itself is providing the tailwind. FRED’s global copper price benchmark reached $13,483.75 per metric ton in May 2026, the top of the 12-month range and the 90.9th percentile of that window.
Holders get paid to wait. The board declared a $1.00 per share cash dividend plus a 0.0100 stock dividend, record date May 13, payable May 29, 2026. Cash and equivalents sat at $4.915 billion at quarter end, with shareholders’ equity up 23.19% year over year.
Sector confirmation runs across the metals complex. Freeport-McMoRan (NYSE:FCX) posted its fourth straight EPS beat with Q1 net income up 154.62% year over year. Newmont (NYSE:NEM) delivered record FY2025 free cash flow of $7.299 billion. MP Materials (NYSE:MP) beat EPS estimates by 182.19% in Q1 with magnetics revenue up 306%. The metals complex is earning its keep.
Bottom Line For a long-term investor, -$0.11 per pound reframes Southern Copper’s risk profile. When the swing metal in the cost structure is a by-product credit, downcycles hurt less and upcycles compound harder. With Tia Maria targeted for Q3 2027 first production and a decade of capital already committed, the next twelve to eighteen months mark the handoff from cost discipline to volume growth.
Keep an eye on copper realizations and Peruvian ore grades in the company’s next earnings report.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Southern Copper didn't make the cut. Grab the names FREE today.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) announced today its board of directors approved a quarterly dividend of $1.08 on each outstanding share of the corporation's common stock to be payable in cash on Oct. 1, 2026, to stockholders of record at the close of business on Aug. 31, 2026.
Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.
About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online and at the workplace. Allstate has more than 212 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.
The submission marks an important milestone in FMC's efforts to advance next-generation weed control technologies as resistance pressure intensifies in key row crop markets.
, /PRNewswire/ -- FMC Corporation (NYSE: FMC), a leading global agricultural sciences company, today announced it has submitted the regulatory dossier for rimisoxafen to the United States (U.S.) Environmental Protection Agency (EPA), the first regulatory submission globally for this groundbreaking herbicide active ingredient. The U.S. submission covers use on corn, soybean, sunflower and select pulse crops.
"Filing the first regulatory dossier for rimisoxafen with the EPA represents a significant milestone for FMC," said Seva Rostovtsev, executive vice president and chief technology officer at FMC. "Years of innovation and scientific discovery have brought us to this point, and we are proud to advance this breakthrough dual mode of action technology through the regulatory process on behalf of growers facing increasingly complex weed resistance challenges."
Discovered at FMC's Stine Research Center and built on over a decade of biology research and more than 1,000 field and greenhouse studies, rimisoxafen is the first herbicide active ingredient ever classified as a dual mode of action by the Global Herbicide Resistance Action Committee (HRAC). Designated under Groups 12 and 32, rimisoxafen inhibits two distinct biochemical pathways in weeds, which helps delay resistance development compared to single mode of action herbicides.
Herbicide-resistant weeds continue to challenge growers and drive demand for new and underutilized modes of action. According to a 2025 Weed Science Society of America National Weed Survey, Palmer amaranth and waterhemp rank as the most troublesome broadleaf weeds in U.S. soybean production1. In extensive field testing, rimisoxafen has demonstrated consistent activity against both. The U.S. represents a critical market for next-generation weed control solutions with more than 70 million hectares of corn and soybeans grown annually and growers spending more than $6 billion annually on weed control.
Rimisoxafen is the third novel herbicide active ingredient FMC has advanced to regulatory submission in recent years, following Isoflex™ active and Dodhylex™ active. Together, these submissions reflect the depth and productivity of FMC's R&D pipeline and the company's commitment to advancing next-generation crop protection solutions through the regulatory process.
FMC intends to pursue regulatory submissions for rimisoxafen in additional key geographies and crop segments as part of its global development program. Timing and outcomes are subject to regulatory review and approval in each jurisdiction. Rimisoxafen is not currently registered for sale or use in the United States or any other country. No offer for sale, sale or use of this product is permitted prior to receipt of all required regulatory approvals.
About FMC
FMC Corporation is a global agricultural sciences company dedicated to helping growers produce food, feed, fiber and fuel for an expanding world population while adapting to a changing environment. FMC's innovative crop protection solutions – including biologicals, crop nutrition, digital and precision agriculture – enable growers and crop advisers to address their toughest challenges economically while protecting the environment. FMC is committed to discovering new herbicide, insecticide and fungicide active ingredients, product formulations and pioneering technologies that are consistently better for the planet. Visit fmc.com to learn more and follow us on LinkedIn®.
Dodhylex and Isoflex are trademarks of FMC Corporation and/or an affiliate. Always read and follow all label directions, restrictions and precautions for use. Products listed here may not be registered for sale or use in all states, countries or jurisdictions.
Statement under the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995: FMC and its representatives may from time to time make written or oral statements that are "forward-looking" and provide other than historical information, including statements contained in this press release, in FMC's other filings with the SEC, and in presentations, reports or letters to FMC stockholders.
In some cases, FMC has identified these forward-looking statements by such words or phrases as "outlook", "will likely result," "is confident that," "expect," "expects," "should," "could," "may," "will continue to," "believe," "believes," "anticipates," "predicts," "forecasts," "estimates," "projects," "potential," "intends" or similar expressions identifying "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including the negative of those words or phrases. Such forward-looking statements are based on our current views and assumptions regarding future events, future business conditions and the outlook for the company based on currently available information. The forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from any results, levels of activity, performance or achievements expressed or implied by any forward-looking statement. These statements are qualified by reference to the risk factors included in Part I, Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2025 (the "2025 Form 10-K"), the section captioned "Forward-Looking Information" in Part II of the 2025 Form 10-K and to similar risk factors and cautionary statements in all other reports and forms filed with the Securities and Exchange Commission ("SEC"). We wish to caution readers not to place undue reliance on any such forward-looking statements, which speak only as of the date made. Forward-looking statements are qualified in their entirety by the above cautionary statement.
We specifically decline to undertake any obligation, and specifically disclaims any duty, to publicly update or revise any forward-looking statements that have been made to reflect events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events, except as may be required by law.
1 Van Wychen, L. (2025). 2025 Survey of the Most Common and Troublesome Weeds in Broadleaf Crops, Fruits & Vegetables, and Hemp in the United States and Canada. Weed Science Society of America National Weed Survey Dataset. Available at: https://wssa.net/2025/11/wssa-survey-shows-an-urgent-need-for-new-weed-control-strategies/
