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SAN FRANCISCO, July 20, 2026 (GLOBE NEWSWIRE) -- Peabody Energy Corporation (NYSE: BTU) faces a securities class action lawsuit related to surprise disclosures the company made to investors on March 30 and May 5, 2026 about problems with its flagship metallurgical coal asset (“Centurion”).

The lawsuit seeks to represent investors who purchased or otherwise acquired shares of Peabody common stock between October 14, 2024 and May 4, 2026.

Between March 27 (the trading day before the first cryptic disclosure) and the May 5, 2026 fuller disclosure, investors saw the price of Peabody shares crumble $14.50 (-36%). Accordingly, the severe market reactions upon the company’s revelations support national shareholder rights firm Hagens Berman’s investigation into legal claims that Peabody and its co-defendants violated the federal securities laws.

The firm encourages Peabody investors who suffered substantial losses to submit your losses now.

Peabody Energy Corporation (BTU) Securities Class Action:

Peabody characterizes itself as a leading producer of metallurgical and thermal coal and has promoted Centurion, its underground longwall metallurgical coal mine in Queensland, Australia. According to the company, the mine commenced full-scale production in February 2026.

The litigation is focused on the propriety of Peabody’s statements about Centurion’s operational status and production capabilities.

For example, Peabody’s management informed investors on February 5, 2026 that “the team was installing the very last shield and putting the finishing touches on the Centurion Mine[,]” and “our team is charged up and has started mining some of the best metallurgical coal in the world.” The company and its management also assured investors that Centurion is “going to ramp up probably about 700,000 tons in Q1, about 1 million to 1.1 million tons in Q2 and Q3, and then it’ll fall back down in Q4 as we have a longwall move.” In response, the market rewarded these statements by sending the price of Peabody shares up about 7.8% the next day.

Just a few weeks later, on March 30, 2026, Peabody filed a current report with the SEC and abruptly disclosed that Centurion “is expected deliver approximately 250,000 tons in the first quarter[.]” In other words, the company slashed Centurion production by about 64%. The news sent the price of Peabody shares down almost 10%.

Then, on May 5, 2026, Peabody reported its Q1 2026 financial results. Of particular concern pertaining to Centurion, management revealed the truth about why it slashed the mine’s Q1 production assurance.

Despite telling investors in February that it was mining Centurion and would produce 700,000 tons in Q1, a new narrative emerged – “as part of our commissioning in February, we encountered temporary mechanical and electrical issues” – and “[a]s a result, our full year sales outlook for Centurion is now 2.5 million tons compared to our original expectation of 3.5 million tons.” This full year 28% reduction helped send the price of Peabody shares down nearly 6%.

“We’re focused on whether Peabody and its management were sufficiently transparent about Centurion’s operational capabilities during the Class Period and, if not, whether they violated federal securities laws,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.

If you invested in Peabody Energy and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.

If you’d like more information and answers to other frequently asked questions about the Peabody case and the firm’s investigation, read more.

Whistleblowers: Persons with non-public information regarding Peabody Energy should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

Contact:
Reed Kathrein, 844-916-0895

Key Takeaways Rollins will report Q2 results on July 22, with revenues expected to rise 9.8% y/y.Residential and commercial growth is expected from acquisitions, market expansion and vertical wins.Termite and ancillary revenues are seen up 13.3%, while EPS is expected to grow 13.3% to 34 cents. Rollins, Inc. (ROL - Free Report) is set to report second-quarter 2026 results on July 22, after the closing bell.

The company’s earnings surprise history has been impressive. It surpassed the Zacks Consensus Estimate in two of the last four quarters, matched once and missed once, delivering an earnings surprise of 1.4%, on average.

Q2 Expectations for ROLThe Zacks Consensus Estimate for revenues in the to-be-reported quarter is pegged at $1.1 million. The metric is expected to rise 9.8% year over year.

Based on the line of business, we expect revenues to improve across all segments. For residential, the consensus mark for revenues is pinned at $494.3 million, suggesting a 8.5% year-over-year gain.

Growth in this segment is likely to have been driven by the Romex Pest Control buyout, an expanded footprint into new markets and the combination of flagship brands with strong regional residential brands, supporting residential consumers' wins.

The Zacks Consensus Estimate for commercial revenues is set at $351.8 million. The metric is anticipated to increase 9.8% from the year-ago quarter’s actual. Market expansion facilitated by commercial account managers and vertical wins is anticipated to have driven this segment’s revenue growth.

The consensus estimate for termite and ancillary revenues is kept at $240.1 million, improving 13.3% year over year. This expected growth can be attributed to the company’s “9 shots on goal” strategy. This strategy moved experienced sales leadership to non-Orkin brands, bolstering cross-selling outside the flagship brand.

On a geographic basis, revenues from the United States and other countries are expected to improve substantially. The consensus estimate for the United States and other countries is $1 billion and $78.3 million, respectively. Revenues from the United States are expected to increase 9.5% from the year-ago quarter’s actual, while for other countries the increase is expected to be 8.9%.

The Zacks Consensus Estimate for earnings is pinned at 34 cents per share, indicating year-over-year growth of 13.3%. The bottom line is expected to have moved up on the back of top-line growth, combined with price increases ahead of the consumer price index and price/cost for the year at the level of price realization.

What Our Model SaysOur proven model does not conclusively predict an earnings beat for ROL this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

ROL currently has an Earnings ESP of -2.94% and a Zacks Rank #4 (Sell).

Stocks to ConsiderHere are a few stocks from the broader Construction sector, which, according to our model, have the right combination of elements to beat on earnings this season.

Johnson Controls International plc (JCI - Free Report) has an Earnings ESP of +1.85% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

The company is scheduled to report third-quarter fiscal 2026 results on July 29.

The Zacks Consensus Estimate for JCI’s third-quarter fiscal 2026 revenues is pegged at $6.4 billion, indicating year-over-year growth of 6.2%. For earnings, the consensus mark is pegged at $1.32 per share, implying a 25.7% increase from the year-ago quarter’s actual. JCI beat the consensus estimate in the trailing four reported quarters, the average earnings surprise being 5.6%.

CRH (CRH - Free Report) has an Earnings ESP of +4.08% and a Zacks Rank of 3. The company is scheduled to announce second-quarter 2026 results on July 30.

The Zacks Consensus Estimate for CRH’s second-quarter 2026 revenues is pegged at $10.7 billion, indicating 4.6% year-over-year growth. The consensus estimate for earnings is pegged at $1.96 per share, implying a marginal year-over-year increase. CRH beat the consensus estimate in two of the past four quarters, missed once and met once, delivering an average earnings surprise of 0.7%.

Key Takeaways Delek's premium valuation is supported by stronger operations, execution and rising earnings expectations.DK raised its Enterprise Optimization Plan cash-flow improvement target to about $220 million annually.DK boosted refinery and logistics performance as analysts increased 2026 and 2027 earnings estimates. Delek US Holdings (DK - Free Report) has outperformed many of its refining peers over the past year. The stock currently trades at a trailing 12-month price-to-earnings (P/E) ratio of 14.77X, noticeably above Marathon Petroleum's (MPC - Free Report) 9.94X and Valero Energy's (VLO - Free Report) 11.36X. At first glance, that premium valuation might make some investors hesitant, especially since refining is traditionally viewed as a cyclical business.

How the Market Values Each Company
Image Source: Zacks Investment Research

But valuation should never be looked at in isolation. The more important question is whether this Brentwood, TN-based oil and gas refining and marketing company has done enough to deserve trading at a higher multiple than Marathon Petroleum and Valero Energy. Based on the company's improving operations, rising earnings expectations and strategic initiatives, there is a strong case that the premium is supported by better fundamentals rather than market enthusiasm alone.

Investors Have Rewarded Delek's ExecutionThe market has clearly recognized Delek's improving business profile. Over the past 12 months, the stock has rallied 155.4%, comfortably outperforming Marathon Petroleum and Valero Energy's 78.7% and 111.6% return, respectively.

One-Year Stock Performance: DK vs. VLO and MPC
Image Source: Zacks Investment Research

Such a wide gap suggests investors are looking beyond the broader recovery in refining margins. Instead, they are rewarding Delek for executing well on initiatives that are improving profitability and strengthening its long-term earnings potential. While Marathon Petroleum and Valero Energy have benefited from favorable refining fundamentals, Delek has added several company-specific growth drivers that have strengthened investor confidence.

Enterprise Optimization Plan Is Delivering ResultsA major reason behind Delek's improving outlook is its Enterprise Optimization Plan (“EOP”). Rather than relying solely on stronger commodity markets, management has focused on making the business more efficient by reducing costs, improving asset utilization and streamlining operations across both its refining and logistics segments.

The strategy is already producing measurable results. Management recently increased its expected annual run-rate cash-flow improvement target to approximately $220 million, up from the previous goal of $200 million. Raising the target signals confidence that additional efficiencies remain achievable and that the program still has room to create value.

These operational improvements are particularly important because they can support earnings even if industry conditions become less favorable. That gives Delek an advantage that extends beyond normal refining cycles and helps distinguish it from peers such as Marathon Petroleum and Valero Energy.

Refinery Performance Is Heading in the Right DirectionOperational execution has quietly become one of Delek's biggest strengths.

The company successfully completed the Big Spring refinery turnaround safely, on schedule and within budget. With maintenance completed before the peak driving season, the refinery has returned to full operations, allowing Delek to benefit from stronger throughput and favorable refining economics.

Those improvements were reflected in first-quarter results. The refining segment generated adjusted EBITDA of $155.3 million, supported by stronger benchmark crack spreads and improved operating performance.

Although Marathon Petroleum and Valero Energy also continue to benefit from healthy refining markets, Delek's improved operational reliability provides another catalyst for earnings growth. With fewer planned maintenance disruptions, the company appears well positioned to maximize profitability if refining margins remain supportive.

Logistics Business Adds StabilityRefining may remain Delek's largest business, but this is no longer its only growth engine.

Its logistics business, operated through Delek Logistics Partners, continues to provide stable, fee-based cash flows that complement the more cyclical refining segment.

During the first quarter, the logistics segment generated adjusted EBITDA of $132.4 million, benefiting from stronger wholesale margins and higher third-party business. At the same time, Delek continues expanding its natural gas processing infrastructure in the Delaware Basin, creating additional opportunities for long-term earnings growth.

Like Marathon Petroleum and Valero Energy, Delek owns valuable midstream assets. However, the logistics platform is becoming an increasingly meaningful contributor to earnings, making the company's cash flows more diversified and improving its financial resilience over time.

Analysts Are Becoming More OptimisticAnother encouraging development is the improving sentiment among analysts covering the oil and gas sector.

Image Source: Zacks Investment Research

Over the past 60 days, the Zacks Consensus Estimate for 2026 earnings has increased 39.65%, while the estimate for 2027 has climbed 14.1%. Rising earnings estimates often indicate that analysts are becoming more confident in a company's ability to execute its strategy and deliver stronger financial performance.

Positive estimate revisions have historically been an important indicator of future stock performance. In Delek's case, the upward revisions suggest growing analyst confidence that its operational improvements and strategic initiatives will support stronger earnings.

Should Investors Buy DK Stock?Delek's premium valuation may initially appear expensive compared with MPC and VLO, but its improving fundamentals help explain why investors are willing to pay a higher multiple.

Management continues to execute well on its EOP, refinery performance has improved following the successful Big Spring turnaround, and the logistics business is generating a growing stream of stable cash flows. At the same time, analysts continue raising earnings estimates, reflecting increasing confidence in the company's future profitability.

No premium valuation is guaranteed to last, and Delek will need to maintain its operational momentum to justify trading above MPC and VLO. However, given the company's stronger earnings trajectory, disciplined execution and multiple company-specific growth catalysts, the valuation appears increasingly reasonable. With a Zacks Rank #2 (Buy), Delek remains an attractive option for investors seeking exposure to the refining sub-industry while benefiting from a business that is becoming stronger and more diversified. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways EW is set to report Q2 2026 results on July 23, with revenues expected to rise 10.9% year over year.Edwards' TAVR growth may be aided by SAPIEN demand, clinical evidence and European guideline support.Edwards' TMTT and Surgical may have benefited from EVOQUE, SAPIEN M3, PASCAL and RESILIA therapy demand. Edwards Lifesciences Corp. (EW - Free Report) is scheduled to report second-quarter 2026 results on July 23, after the market closes.

In the last reported quarter, the company’s adjusted earnings per share (EPS) of 78 cents beat the Zacks Consensus Estimate by 4%. Its earnings topped estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 4.79%.

Edwards' Q2 EstimatesThe Zacks Consensus Estimate for the company’s second-quarter 2026 revenues is pegged at $1.70 billion, suggesting 10.9% growth from the year-ago reported figure.

The Zacks Consensus Estimate for second-quarter 2026 net earnings of 73 cents per share indicates a 9% increase from the year-ago reported figure. The estimate has remained unchanged in the past 60 days.

Factors Likely to Influence EW’s Q2 ResultsTranscatheter Aortic Valve Replacement (TAVR)In the second quarter of 2026, the TAVR segment is likely to have maintained its momentum, aided by procedural growth amid a heightened clinical focus on proactive disease management of severe aortic stenosis. Long-term clinical evidence supporting the SAPIEN platform’s durability and valve performance may have been a key driver.

Edwards may have continued to see strong sales of the SAPIEN 3 Ultra RESILIA valve across the United States and international markets, including Japan. In Europe, continued commercial execution and sustained physician demand for the SAPIEN platform are expected to have supported performance. The company may have continued to benefit from the exit of a competitor in the prior year.

Updated guidelines from the European Society of Cardiology and the European Association for Cardiothoracic Surgery, endorsing the role of TAVR for a broader patient population, may have positively influenced the segment’s performance.

The Zacks Consensus Estimate expects TAVR revenues to grow 9.1% year over year in the second quarter.

Transcatheter Mitral and Tricuspid Therapies (TMTT)Within TMTT, Edwards’ ongoing strength in the portfolio of repair and replacement therapies to treat mitral and tricuspid diseases is expected to have resulted in solid top-line growth. The EVOQUE tricuspid valve replacement system is likely to have continued to gain traction in both the United States and Europe.

Last year, the FDA approval of the SAPIEN M3 mitral valve replacement system marked a major milestone as the first transcatheter therapy utilizing a transseptal approach. Edwards’ early commercial experience has reflected the need for this mitral replacement solution for patients for whom mitral TEER is not an appropriate treatment option.

Favorable physician feedback on patient outcomes and procedural experience is likely to have continued to support the system’s adoption in the second quarter. Demand for the PASCAL transcatheter edge-to-edge repair system may have continued to expand, driven by physician interest in its differentiated design and clinical outcomes, as well as the significant unmet need among these patients. 

The Zacks Consensus Estimate expects TMTT revenues to grow 39.3% year over year in second-quarter 2026.

Surgical Structural HeartThe segment’s second-quarter performance is likely to have benefited from the continued demand for Edwards’ RESILIA therapies. The global adoption of the INSPIRIS aortic valve is expected to have remained strong, while the KONECT tissue valved conduit is likely to have continued to gain traction following its European launch. The rollout of the MITRIS valve across more international markets may have supported growth in surgical mitral valve replacement procedures.

With Edwards maintaining its outlook for mid-single-digit Surgical sales growth in 2026, the second quarter is likely to have seen continued progress toward that target.

The Zacks Consensus Estimate anticipates Surgical revenues to grow 4.1% year over year.

Earnings Whispers for EdwardsPer our proven model, stocks with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, have a higher chance of beating estimates, which is not the case here, as you can see below:

Earnings ESP: Edwards has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: The company currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

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

Labcorp (LH - Free Report) has an Earnings ESP of +0.71% and a Zacks Rank #2. The company is slated to release second-quarter 2026 results on July 30.

LH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 3.31%. The Zacks Consensus Estimate expects the company’s second-quarter EPS to increase 10.1% from the year-ago quarter’s figure.

Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.41% and a Zacks Rank #2. The company is expected to release second-quarter 2026 results soon.

HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.74%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for a rise of 10.9% from the year-ago quarter’s figure.

Alcon (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank #2. The company is slated to release second-quarter 2026 results on Aug. 10.

ALC’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.66%. The Zacks Consensus Estimate anticipates the company’s second-quarter EPS to increase 1.3% from the year-ago quarter’s figure.

Key Takeaways Raymond James is expected to post y/y growth in Q3 earnings and revenues on July 22.RJF may benefit from stronger trading, higher investment banking fees and improved net interest income.Raymond James completed the Clark Capital acquisition, expanding its asset management platform. Raymond James (RJF - Free Report) is set to announce third-quarter fiscal 2026 (ended June 30) results on July 22, after market close. The company’s earnings and revenues are expected to have risen on a year-over-year basis.

In the last reported quarter, RJF’s earnings surpassed the Zacks Consensus Estimate. Results benefited primarily from an increase in revenues to record levels and robust growth in the assets under administration balance. However, higher expenses were the undermining factor.

Raymond James has a decent earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters, the average beat being 2.7%.

The Zacks Consensus Estimate for the company’s fiscal third-quarter earnings is pegged at $2.91, unchanged over the past 30 days. The figure indicates an increase of 33.5% from the year-ago quarter.

The consensus estimate for sales of $3.86 billion suggests 13.7% year-over-year growth.

Management expects fiscal third-quarter asset management and related administrative fees to grow 1% sequentially, driven by the impact of one additional billing day in the third quarter, along with slightly higher Private Client Group assets and fee-based accounts balance at quarter end.

Factors to Impact Raymond James’ Q3 EarningsInvestment Banking (IB) Fees: After an impressive performance in the last quarter, global deal-making activity moderated in the June-end quarter as geopolitical uncertainty, persistent valuation gaps, slowing economic growth, elevated inflation and interest rates, and a stubbornly high backlog of private equity exits weighed on transaction value. However, strategic buyers remained active, targeting deals that could expand scale, bolster resilience and strengthen supply-chain security amid the challenging operating environment.

So, while deal value fell as only a handful of big transactions dominated the space, the overall global mergers and acquisitions volume improved year over year. This is expected to have driven RJF’s advisory fees in the quarter.

Also, the quarter witnessed strong IPO activity and equity issuances. Global bond issuance volume was solid, driven by corporate refinancing and infrastructure builds. So, RJF’s underwriting fees are expected to have increased on a year-over-year basis.

The Zacks Consensus Estimate for the company’s total IB fees for the fiscal third-quarter is pegged at $231 million, indicating a 9% increase on a year-over-year basis.

Trading Revenues: The performance of RJF’s trading business is expected to have been strong in the to-be-reported quarter, supported by increased client activity and market volatility. Trading conditions were shaped by evolving expectations surrounding artificial intelligence, ongoing geopolitical tensions, persistent inflationary pressures and a more hawkish Federal Reserve. These factors contributed to heightened volatility across equities and other asset classes, including commodities, fixed income and foreign exchange.

Net Interest Income (NII): The Federal Reserve kept interest rates unchanged in the June-end quarter, while signaling a hike later in the year because of persistently high inflation. This created a favorable backdrop for Raymond James.

Also, the overall lending scenario improved in the quarter, which, along with stabilizing funding/deposit costs, is expected to have offered the much-needed support to RJF’s NII.

The Zacks Consensus Estimate for NII is pegged at $560 million, indicating a year-over-year rise of 2.6%.

Based on static interest rates and assuming unchanged quarter-end balances, net of the fiscal third-quarter fee billing collection of $1.9 billion, management expects the aggregate of NII and RJBDP third-party fees in the third fiscal quarter to inch up 1% sequentially.

Expenses: Raymond James consistently hires advisors and invests in franchises. Thus, overall expenses are expected to have increased in the to-be-reported quarter. Due to a highly competitive environment and inflationary pressure, expenses are likely to have risen.

Key Development During the QuarterIn May, Raymond James completed the acquisition of Clark Capital Management Group, a Philadelphia-based asset management company with more than $46 billion in discretionary assets under management and non-discretionary assets. The deal was announced in January.

Per the agreement, Clark Capital retained its brand name and is continuing as a separate boutique investment manager in Raymond James Investment Management, an asset management unit of Raymond James and a global multi-boutique platform.

What the Zacks Model Unveils for Raymond JamesAccording to our proven model, the chances of RJF beating the Zacks Consensus Estimate for earnings this time are low. This is because it does not have the right combination of two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better.

You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Earnings ESP: The Earnings ESP for Raymond James is -0.18%.

Zacks Rank: The company currently has a Zacks Rank #3.

Finance Stocks Worth ConsideringHere are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time around.

Northern Trust Corporation (NTRS - Free Report) is scheduled to announce quarterly numbers on July 22. The company has an Earnings ESP of +0.50% and carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Quarterly earnings estimates for NTRS have been revised upward to $2.68 per share over the past week.

The Earnings ESP for Prosperity Bancshares (PB - Free Report) is +1.76%, and it carries a Zacks Rank #3 at present. The company is slated to report second-quarter 2026 results on July 29.

Over the past seven days, the Zacks Consensus Estimate for PB’s quarterly earnings has been unchanged at $1.54 per share.

Wall Street analysts expect TE Connectivity (TEL - Free Report) to post quarterly earnings of $2.85 per share in its upcoming report, which indicates a year-over-year increase of 25.6%. Revenues are expected to be $4.95 billion, up 9.1% from the year-ago quarter.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

Bearing this in mind, let's now explore the average estimates of specific TE Connectivity metrics that are commonly monitored and projected by Wall Street analysts.

According to the collective judgment of analysts, 'Net Sales- Industrial Solutions' should come in at $2.50 billion. The estimate indicates a change of +18.2% from the prior-year quarter.

The combined assessment of analysts suggests that 'Net Sales- Transportation Solutions' will likely reach $2.50 billion. The estimate indicates a year-over-year change of +3.4%.

Analysts predict that the 'Adjusted Operating Income- Transportation Solutions' will reach $540.11 million. Compared to the current estimate, the company reported $469.00 million in the same quarter of the previous year.

Analysts forecast 'Adjusted Operating Income- Industrial Solutions' to reach $553.93 million. Compared to the current estimate, the company reported $432.00 million in the same quarter of the previous year.

View all Key Company Metrics for TE Connectivity here>>>

Shares of TE Connectivity have experienced a change of -6.6% in the past month compared to the +0.6% move of the Zacks S&P 500 composite. With a Zacks Rank #2 (Buy), TEL is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

The initial public offering (IPO) of Space Exploration Technologies (SPCX 2.21%) may have marked a near-term peak in space-economy stocks. Many companies in the sector have fallen precipitously over the last month, including huge 2025 winner AST SpaceMobile (ASTS 1.66%).

Now, the direct-to-device satellite internet business aiming to revolutionize connectivity is raising $1 billion through a convertible bond offering, sending shares down nearly 60% from highs. However, at a share price of around $55 today, I still would not add AST SpaceMobile to my portfolio. Here's why.

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Massive opportunity in satellite internet AST SpaceMobile has the audacious goal of being the first company to fully commercialize high-speed satellite internet beamed directly to smartphones. This means that, unlike with current satellite internet services like Starlink, a person will not need a bulky satellite dish to obtain an internet connection to their devices. Starlink already generates over $10 billion in revenue, so if a company can improve on the service, you could see an explosion in adoption that disrupts the entire wireless internet sector.

Investors initially balked at this idea, as it had never been done before. However, over the last few years, AST SpaceMobile has proven that its technology can work with its massive BlueBird satellites. Seeing the technology getting proven, along with the hype around the incoming SpaceX IPO over the last year, sent AST SpaceMobile stock from $3 in 2024 to a peak of over $100 a share in 2026.

Now, the air has begun to come out of the space economy investing theme, with AST SpaceMobile stock down to around $55 as of this writing.

Image source: Getty Images.

Major competition and operational risks In the last few years, AST SpaceMobile has begun launching its satellites into orbit, partnering with Blue Origin and its potential competitor, SpaceX. It has nine operational satellites in orbit, including three launched by SpaceX. Manufacturing facilities in Texas are producing the remaining 90 or more satellites to create a full constellation in low Earth orbit, which AST SpaceMobile hopes will be launched in a timely manner.

This manufacturing ramp has already led to significant cash burn for AST SpaceMobile, with free cash flow of negative $1.37 billion over the last 12 months. Getting all its satellites to orbit will be expensive, which is why AST SpaceMobile just raised another $1 billion in a convertible bond offering. Plus, there is no guarantee launches will go as planned, with a recent Blue Origin mission misplacing an AST SpaceMobile satellite in orbit. Blue Origin's launchpad recently blew up, too, which will decrease the supply of payload capacity to send objects to orbit in a time when there is massive demand in the satellite industry.

On top of these launch risks, AST SpaceMobile will face competition from SpaceX in the direct-to-device internet market. According to SpaceX and Elon Musk, Starlink is working to deliver direct mobile connectivity to global users in the years ahead, capabilities that could match those AST SpaceMobile can provide customers. This could be a major issue for AST SpaceMobile, since SpaceX is one of its launch partners for BlueBird satellites.

Even if you believe AST SpaceMobile can defeat the mighty SpaceX and the tens of billions it raised in its IPO (along with its vertically integrated launch capabilities), the stock still looks overvalued today.

With a market value of $21 billion, huge cash burn, and a lot of debt beginning to pile up on the liabilities side of the balance sheet, AST SpaceMobile will have an enterprise value of $25 billion or more in the years ahead, based on the current share price, especially if you factor in continuing shareholder dilution.

Over the last 12 months, the company has generated less than $100 million in revenue. A full-scale direct-to-device satellite internet business may be able to generate $1 billion in revenue in the near future, but that would still make the stock overvalued relative to its current share price.

With likely a decade's worth of growth priced into shares today, even if its business strategy is successful, investors should avoid buying the dip on AST SpaceMobile stock.

Railpen has raised its takeover proposal for IP Group PLC (LSE:IPO), offering shareholders a mix of cash, shares in Oxford Nanopore and a contingent payout linked to the biotech firm Metsera.

The pension fund manager, IP Group's largest shareholder with an 18.4% stake, has made two improved proposals to the board since its initial approach on 22 June, following meetings with shareholders and directors.

Under the latest terms, IP Group shareholders would receive 61p in cash for each share held.

They would also get a pro rata share of the company's entire holding in Oxford Nanopore Technologies, worth 10.6p per IP Group share based on Nanopore's closing price of 115.9p on the last business day before the announcement.

In addition, shareholders would receive a contingent value right worth up to 11.3p per share, linked to the value of IP Group's interest in Metsera as at the end of 2029, or earlier if the stake is sold.

The Metsera interest had a net asset value of £128.2 million at the end of 2025.

The contingent value right would pay 30% of any increase above that level by the end of 2029, subject to a 10% annual return hurdle, implying a net asset value hurdle of £170.6 million.

Railpen cautioned there is no certainty that any uplift in Metsera's value will occur or that any payment will be made.

The proposal remains subject to pre-conditions including formation of a consortium, confirmatory due diligence, and a unanimous, unconditional recommendation from the IP Group board.

Order includes DTIM Kits that deliver integrated Detect, Track, Identify and Mitigate capability through Ondas' counter-UAS portfolio

Award reflects continued momentum for Ondas as global defense customers expand investment in counter-UAS capabilities

WEST PALM BEACH, FL / ACCESS Newswire / July 20, 2026 / Ondas Inc. (NASDAQ:ONDS) ("Ondas" or the "Company"), a leading provider of advanced autonomous systems and next-generation defense and security technologies and services, today announced a $6.9 million order from the Australian Department of Defence for its DTIM Single Operator Counter-sUAS Kits, secured in partnership with in country distributor HIFraser.

Figure 1 DTIM Kit by Ondas SentinelThe order was formally awarded to DZYNE Technologies ("DZYNE"), now part of Ondas. Following the acquisition of DZYNE, the counter-UAS technologies and teams are now operating within Ondas Sentinel, the Company's dedicated U.S. defense division.

Ondas DTIM Kits deliver Detect, Track, Identify and Mitigate (DTIM) capability in a compact, single-operator package, combining the proven DTI detection platform with the globally fielded Dronebuster® (DB4) handheld effector. More than 3,000 Dronebuster® units have been deployed worldwide.

Each DTIM Kit delivers:

Long range omnidirectional drone detection up to 25+ km

Remote ID and AeroScope tracking with real time threat alerts

AI and ML powered drone identification with an updated threat library

Integrated Dronebuster® (DB4) mitigation with optional PNT Attack capability

Seamless TAK display support for complete situational awareness

"Australia's investment in Ondas' DTIM Kits underscores the increasing global priority around counter-UAS readiness and the need for trusted, scalable technologies," said Eric Brock, Chairman and CEO of Ondas Inc. "This award is an important validation of our strategy to build a leading autonomous defense technology platform, combining advanced systems, operational expertise and strong international partnerships to support mission-critical security needs worldwide."

The award further supports Ondas' strategy to scale integrated defense technologies through Ondas Sentinel while expanding partnerships with allied customers worldwide.

"This order reflects the growing demand we are seeing from allied defense customers for practical, field-ready counter-UAS capabilities that can be deployed quickly and operated with confidence," said Ryan Hartman, President and CEO of Ondas Sentinel. "By bringing DZYNE's proven counter-UAS technologies into Ondas, we are strengthening our ability to deliver integrated solutions that help operators detect, track, identify and mitigate threats in increasingly complex environments."

HIFraser emphasized the importance of the capability for Australia's rapidly evolving threat environment.

"We are proud to partner with Ondas Sentinel to bring cutting-edge single-operator counter-UAS capability to Australian forces," said Debora Fortkamp, Chief Strategy Officer at HIFraser. "The DTIM Kits align directly with the needs of Australian operators in today's complex operational environment."

With production capacity already scaled, Ondas Sentinel will begin delivery of DTI systems under the contract and remains prepared to support future expansion as Australia strengthens its counter-UAS posture.

For more information on Ondas' counter-UAS portfolio, please contact [email protected].

About Ondas Inc.
Ondas Inc. (NASDAQ:ONDS) is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas' solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.

For additional information on Ondas Inc., visit www.ondas.com.

Forward-Looking Statements
Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Contacts

IR Contact for Ondas Inc.
888-657-2377
[email protected]

Media Contact for Ondas Inc.
Escalate PR
[email protected]

Preston Grimes
Marketing Manager, Ondas Inc
[email protected]

Jill Vacek
Director of Communications, Ondas Sentinel
[email protected]

SOURCE: Ondas Inc.

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SummaryTesla, Inc. delivered a robust Q2 operating update, with 480,126 vehicles delivered—beating consensus by 18%—and strong energy storage growth.Despite the delivery beat, TSLA’s high valuation demands Q2 earnings demonstrate margin resilience, positive free cash flow, and tangible robotaxi progress.Energy storage deployments surged 53% quarter-over-quarter, but investors need evidence this translates into sustainable profitability and cash flow.I maintain a Hold rating on TSLA stock, awaiting the 22 July report to confirm whether operational momentum can justify the current AI-driven premium. jetcityimage/iStock Editorial via Getty Images

Tesla, Inc. (TSLA) has provided investors with one of its most robust operating updates in recent times. However, the investment case remains unsettled ahead of its earnings report, which are due to go out

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Alphabet shares climbed 3% on Monday after The Information reported the company is developing a new server chip, internally dubbed "Frozen v2," designed to run Gemini models more efficiently.

The chip would permanently embed parts of Gemini's architecture directly into the silicon, reducing the number of calculations and amount of data movement required to answer queries, according to the news outlet.

Google engineers project it could serve between six and ten times more tokens per unit of power than the company's newest AI chips, called TPUs, or tensor processing units, The Information said. Frozen would become a more specialized branch of Google's custom-chip portfolio rather than replace its general-purpose TPUs.

According to the report, the company is targeting 2028 for deployment. The project is aimed at easing a major internal compute shortage that has fueled tensions and reportedly forced Google Cloud to turn away outside business.

Just last month, Google agreed to pay SpaceX nearly $1 billion a month to help bridge the gap and meet its enterprise compute commitments.

The trade-off is flexibility. The chip would work with future Gemini models only if Google sticks with the same underlying architecture, according to The Information. Google reportedly currently views Frozen v2 partly as a trial run and does not plan to produce it at the same scale as its TPUs.

Alphabet did not immediately respond to a request for comment.

Read the full story from The Information here.

Google stock chart.

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The AI infrastructure land grab has a new potential domino. Jefferies analysts flagged Anthropic as a likely next AMD customer announcement, with the chipmaker’s Advancing AI 2026 event set for July 22 to 23. That joins a customer roster reading like a who’s who of AI, forcing a fresh look at where the stock can go.

Our 24/7 Wall St. price target for AMD (NASDAQ:AMD | AMD Price Prediction) is $562.88, pointing to 13.54% upside from the current $495.76. The recommendation is buy, with confidence at 90%.

24/7 Wall St. Price Target Summary Metric Value Current Price $495.76 24/7 Wall St. Price Target $562.88 Upside 13.54% Recommendation BUY Confidence 90% A Rally That Just Paused AMD is up 131.49% year to date and 209.06% over the past year, but shares have cooled 11.14% in the past week after touching a 52-week high of $584.73.

Q1 2026 delivered: revenue of $10.25 billion, up 37.9% year over year, with non-GAAP EPS of $1.37 beating the $1.29 consensus. Data Center revenue jumped 57% to $5.78 billion, and management guided Q2 revenue to roughly $11.2 billion, or about 46% growth. The July 22 event has retail excited: Reddit sentiment sits at bullish score of 72.

Why Bulls See a Breakout Ahead The bull case rests on customer breadth. Microsoft is confirmed as an MI400 series customer, OpenAI has committed to 6 gigawatts of AMD GPUs, Meta is deploying up to 6 GW of Instinct GPUs starting with custom MI450-based silicon, and Oracle is building a 50,000-GPU Helios supercluster.

Add Anthropic and AMD’s estimate that its AI CPU addressable market exceeds $200 billion starts to feel conservative. In the bull scenario, shares could reach $629.03 within 12 months, a 26.88% return. CEO Lisa Su reinforced that trajectory, noting “customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.”

What Could Go Wrong AMD trades at a trailing P/E of 186 and a forward P/E of 69. Any hiccup at the July event, whether Anthropic deal terms disappoint or MI500 details slip, could reset the multiple.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.

Export controls remain a live wire, with MI308 restrictions to China driving roughly $440 million in net FY2025 charges. A CTO exercised and sold 6,000 shares at $556.43 on July 15, though those transactions were executed under a Rule 10b5-1 plan. Our bear scenario puts shares at $434.31, a 12.4% drawdown.

How AMD Compares to NVIDIA and Intel NVIDIA (NASDAQ:NVDA) is the direct benchmark. NVIDIA trades at a P/E of 41, well below AMD’s trailing multiple, backed by Q1 FY2027 revenue of $81.61 billion and Data Center growth of 92% year over year. NVIDIA’s scale makes AMD’s premium multiple defensible only if AMD sustains 45%-plus growth, which the Q2 guide supports.

Intel (NASDAQ:INTC) is the value counterpoint. Intel’s Data Center and AI segment grew 22% to $5.05 billion in Q1 2026, still smaller than AMD’s Data Center line and burdened by a $4.07 billion restructuring charge. The peer set makes our 24/7 Wall St. Price Target reasonable: aggressive versus NVIDIA on multiple, but justified by AMD’s superior GPU customer momentum relative to Intel.

Our View on AMD The 24/7 Wall St. price target of $562.88 and buy rating reflect an unusual convergence: hyperscaler customer wins, accelerating margins, and a 90% confidence score. The thesis strengthens if the July 22 event confirms the Anthropic deal and MI500 roadmap. The thesis weakens if the announcement lacks financial terms or if China export policy tightens further.

Looking further out, here is where our model projects AMD could trade, assuming Data Center growth normalizes toward the mid-teens by decade’s end.

Year 24/7 Wall St. Price Target 2026 $562.88 2027 $635 2028 $695 2029 $728 2030 $759.47 These projections assume AMD executes on the MI450 and MI500 roadmap. Significant upside could come from sovereign AI wins, while trade restrictions or NVIDIA taking share in the MI400 window would trim the base case.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

After a year of poorly received financial updates, Netflix (NFLX 3.13%) was bound to catch a break eventually. The premium streaming pioneer saw its shares tumble 7% on Friday after following up mixed financial results with uninspiring guidance, with the stock down 46% over the past year, but at least one Wall Street pro sees the markdown as a buying opportunity.

Helena Wang at Phillip Securities upgraded the beleaguered stock over the weekend. The move comes after at least 14 analysts slashed their price targets on Friday and another chimed in with a ratings downgrade. The move is timely for a stock that has shed nearly half of its value since hitting an all-time high last summer. Let's take a closer look.

Image source: Getty Images.

Success is relative Wang's move is notable for two reasons, after a flurry of pessimistic Wall Street notes heading into the weekend. Wang's is the lone upgrade so far, bumping her firm's opinion from "accumulate" to "buy." The Philip Securities analyst is also sticking to her earlier price target of $110.

With Netflix stock now sliding following its past five quarterly updates since peaking in June of last year, Wang's upgrade offers a refreshing break from the chart's reality. Netflix is clearly out of favor, despite its ongoing market dominance -- no one else comes to Netflix's paying audience of more than 300 million homes worldwide. This upgrade won't turn momentum around overnight, but it still offers encouragement to investors after a brutal year for the industry trailblazer.

Wang's decision to stick to her earlier target of $110 may not have seemed like much a few months ago, when the shares were higher, but now her unchanged price goal translates into near-term upside of 60% from Friday's close.

The analyst points out that membership trends remain positive and that members aren't flinching at the steady diet of rising subscription rates. Newer streaming services are just starting to turn profitable, but Netflix has consistently been in the black since adding a streaming option to its original disc-based platform almost 20 years ago.

Wang believes that engagement remains strong at Netflix and that profitability can accelerate as it expands its ad-supported monetization. The latter contrasts with analysts who were worried about Netflix's admission during last week's earnings call that it's exploring free ad-supported tiers in some countries outside the U.S. market.

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Field of streams Philip Securities isn't one of the largest firms following Netflix, and the bullish read of the report has been an exception to the rule. However, the upgrade over the weekend is a valuation call in light of the stock's recent markdown.

Netflix is cheap, historically speaking. It kicks off this week at just 19 times this year's projected earnings. Analysts may whittle those profit targets lower in the coming days, but you rarely find Netflix at a forward earnings multiple in the teens.

Analysts were already souring on Netflix even before the numbers became official late last week. A couple of Wall Street pros were putting out cautious notes in the days leading up to the big reveal, not an ideal situation for a stock that was already sorely lagging the market.

There are some near-term concerns. Its revenue guidance for the current quarter -- just shy of 12% year-over-year growth -- would be its weakest showing in three years. With Netflix out of favor, it may feel pressured to strike a dilutive buyout deal with a smaller rival. The stock has to practically double from today's price to return to the all-time high it reached 13 months ago, but there's still time for a Hollywood ending for Netflix.

M&T Bank (MTB 0.05%) knocked it out of the park with its second-quarter earnings on July 15. Revenue was reported as $2.53 billion, up 5.7% year over year, and earnings per share (EPS) were a record $5.35, up 25% over the same period a year ago. The EPS figure beat analysts' predictions by $0.66.

The company is a large regional bank that acts like a community lender, but with more than $216 billion in assets, it has the scale to handle massive commercial transactions. Because its footprint is heavily concentrated in the Northeast and Mid-Atlantic, stretching from New England through the Carolinas, its primary competition comes from other dominant regional players, neighboring southern giants, and East Coast retail powerhouses.

M&T reported record second-quarter net income of $818 million on July 15, up 14.2% from the same period last year. Net interest income of $1.79 billion was up 4.6% year over year. The increases were driven by robust net interest income and a jump in non-interest fee income from trust and wealth management services.

M&T Bank stock is up more than 23% so far this year. Here are three reasons it can hold that momentum:

Image source: Getty Images.

Unprecedented loan growth and revenue stability The bank is experiencing its strongest organic lending momentum in more than a decade. In the second quarter, M&T's loans climbed by $3 billion sequentially to $141.4 billion, marking its strongest core quarterly loan growth since 2012. This growth was widespread, with management reporting that 90% of its commercial and industrial business lines expanded quarter over quarter.

M&T increased lending volume without sacrificing profitability; its net interest margin (NIM) remained robust at 3.70%, demonstrating that the bank is highly effective at pricing loans favorably in the current interest rate environment.

The bank lifted its full-year lending target by $1 billion and said it is expecting loans of $141 billion to $143 billion at year's end.

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Rapidly improving credit quality and lower risk For regional banks, credit risk is always a primary concern for investors, but M&T's latest quarter showed significant improvements in asset health. The bank's provision for credit losses fell sequentially to $120 million from $140 million in the first quarter.

Even more encouragingly, annualized net charge-offs dropped to just 23 basis points of average loans, down from 31 basis points in the prior quarter and from 32 basis points in the same quarter a year ago. Non-accrual loans also declined to 0.84%, down from 1.16% in the second quarter of 2025. This positive credit trajectory suggests that the bank's disciplined, conservative underwriting continues to shield it from broader macroeconomic pressures, making its high-yielding loan book highly resilient.

The stock is shareholder-friendly The company has a dividend that, at the stock's current share price, yields 2.41%, more than double the S&P 500 average yield. The company raised the quarterly dividend to $1.50 in the third quarter of 2025, an increase of 11%. It has raised its dividend for nine consecutive years.

It also repurchased $465 million of stock in the second quarter, after buying back $1.25 billion in the first quarter. In March, it announced a long-term buyback plan of up to $5 billion in M&T shares. The stock repurchases show the company's confidence and help maintain its share price.

One obvious caveat Bank stocks can be great long-term investments, but it is important to consider that they are cyclical and particularly susceptible to interest rate volatility. M&T Bank and other banks are having good runs right now, but if the economy were to falter, they would be among the first stocks to lose momentum.

M&T Bank also has greater exposure to the commercial real estate (CRE) sector than some of its peers, though it trimmed its CRE balances by 7% year over year to $23.6 billion. However, it did grow CRE loans slightly compared to the first quarter. While management highlighted that this growth is driven by healthier multifamily and industrial properties, the regional banking sector at large remains under a microscope regarding commercial property loans.

Any spike in defaults, particularly in the struggling office or retail segments of its Northeast/Mid-Atlantic footprint, would force M&T to aggressively ramp up its loan loss provisions.

Posted by Defense World Staff on Jul 20th, 2026

Eaton Cambridge Inc. bought a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 864 shares of the semiconductor manufacturer’s stock, valued at approximately $292,000.

Other hedge funds also recently bought and sold shares of the company. High Note Wealth LLC lifted its position in shares of Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 34 shares in the last quarter. Elevation Wealth Partners LLC grew its position in shares of Micron Technology by 295.8% during the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 71 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology during the first quarter worth about $27,000. Steigerwald Gordon & Koch Inc. raised its stake in Micron Technology by 4,800.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock valued at $28,000 after purchasing an additional 96 shares during the period. Finally, Bayban bought a new stake in Micron Technology during the 4th quarter valued at approximately $29,000. Institutional investors own 80.84% of the company’s stock.

More Micron Technology News Here are the key news stories impacting Micron Technology this week:

Positive Sentiment: Micron continues to benefit from AI infrastructure spending, with multiple articles highlighting strong demand for advanced memory and storage as a long-term growth driver. Positive Sentiment: Analysts at KeyCorp reiterated an Overweight view and a $1,750 price target, signaling continued Wall Street confidence in Micron’s earnings power. Positive Sentiment: Recent coverage says Micron’s lower valuation, strong returns, and light debt load may make it more attractive than peers such as TSMC as an AI semiconductor investment. Positive Sentiment: Micron also announced long-term automotive supply agreements, expanding its AI-memory opportunity beyond data centers into next-generation vehicles. Neutral Sentiment: The stock is being described as highly volatile, with some analysts framing Micron as a momentum name that can swing sharply in either direction as sentiment around AI changes. Neutral Sentiment: Several recent commentaries argue the latest drop may be technical and sentiment-driven, creating a different risk-reward setup than Micron had a month ago. Micron: Things Change Negative Sentiment: Micron is falling alongside other chip stocks as investors rotate out of AI and momentum names, pressuring the whole semiconductor group. Negative Sentiment: Fresh concerns about future memory pricing, including reports of Chinese competitor CXMT preparing a large IPO and CoreWeave exploring hedges against falling memory costs, are weighing on sentiment. Negative Sentiment: Micron’s recent sharp pullback has revived worries that the memory cycle may be peaking, even though several bullish articles argue the long-term demand story remains intact. Micron Technology Price Performance Shares of Micron Technology stock opened at $848.95 on Monday. The stock has a 50 day moving average of $949.46 and a 200 day moving average of $602.10. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00. The firm has a market cap of $958.80 billion, a PE ratio of 19.22 and a beta of 2.14. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU – Get Free Report) last released its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The business had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company’s revenue was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Monday, July 6th will be given a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date is Monday, July 6th. Micron Technology’s payout ratio is currently 1.36%.

Insider Buying and Selling at Micron Technology In other Micron Technology news, CEO Sanjay Mehrotra sold 28,506 shares of the stock in a transaction on Friday, June 26th. The shares were sold at an average price of $1,149.28, for a total transaction of $32,761,375.68. Following the completion of the transaction, the chief executive officer owned 355,997 shares in the company, valued at $409,140,232.16. This trade represents a 7.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Lynn A. Dugle sold 1,300 shares of Micron Technology stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares of the company’s stock, valued at $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 163,300 shares of company stock worth $152,667,204 in the last ninety days. Company insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades A number of research firms recently commented on MU. Wolfe Research set a $1,500.00 price target on Micron Technology in a research note on Thursday, June 25th. Stifel Nicolaus increased their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Erste Group Bank upgraded shares of Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Wedbush boosted their target price on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Micron Technology in a research report on Tuesday, May 12th. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $1,268.93.

Check Out Our Latest Research Report on Micron Technology

About Micron Technology (Free Report)

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

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Bridgeport, West Virginia facility to overhaul PT6A-68 engines for the T-6 trainer

, /PRNewswire/ -- Pratt & Whitney Canada has been awarded a nine-year, $1 billion contract from V2X Inc. to overhaul more than 750 PT6A-68 engines that power the U.S. Joint Primary Aircraft Training System (JPATS) T-6 trainer fleet. Pratt & Whitney is an RTX (NYSE: RTX) business.

Issued under V2X's T-6 Contractor Operated and Maintained Base Supply (COMBS) contract, the award underscores the companies' long-standing partnership delivering sustainment support for the T-6 aircraft.

"Supporting JPATS pilots starts with reliable trainer aircraft, and our maintenance work helps ensure these planes are ready for every new class of aviators," said Frédéric Lefebvre, vice president, Pratt & Whitney Canada, Customer Service Operations. "This award is a testament to our 500 West Virginia employees, and the high-quality sustainment support they provide to our customers."

Pratt & Whitney Canada's Bridgeport facility has been performing PT6A-68 maintenance, repair and overhaul work for more than four decades, providing mission-critical engine sustainment for operators worldwide. This award marks the second time the site has been awarded this engine refurbishment contract for the U.S. government, further demonstrating its proven performance, technical expertise and commitment to excellence in engine sustainment.

"V2X is extremely excited to have the engine OEM Pratt & Whitney Canada and their Bridgeport facility as a key partner on this contract," said Chis Abrams, vice president, V2X Aerospace Solutions. "We have great confidence in the P&WC Bridgeport team having worked together on other long-term contracts throughout the years."

About Pratt & Whitney
Pratt & Whitney, an RTX business, is a world leader in the design, manufacture and service of aircraft engines and auxiliary power units for military, commercial and civil aviation customers. Since 1925, our engineers have pioneered the development of revolutionary aircraft propulsion technologies, and today we support more than 90,000 in-service engines through our global network of maintenance, repair and overhaul facilities.

About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.

For questions or to schedule an interview, please contact [email protected] 

SOURCE RTX

Posted by Defense World Staff on Jul 20th, 2026

Boston Common Asset Management LLC reduced its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 94.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,288 shares of the software maker’s stock after selling 21,541 shares during the quarter. Boston Common Asset Management LLC’s holdings in Intuit were worth $557,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Planning Alternatives Ltd. ADV boosted its holdings in shares of Intuit by 67.5% in the first quarter. Planning Alternatives Ltd. ADV now owns 772 shares of the software maker’s stock valued at $334,000 after acquiring an additional 311 shares in the last quarter. KBC Group NV lifted its holdings in shares of Intuit by 8.1% in the first quarter. KBC Group NV now owns 85,152 shares of the software maker’s stock valued at $36,818,000 after buying an additional 6,373 shares during the period. S&CO Inc. boosted its stake in Intuit by 109.6% during the first quarter. S&CO Inc. now owns 14,540 shares of the software maker’s stock valued at $6,286,000 after buying an additional 7,602 shares in the last quarter. True North Advisors LLC boosted its stake in Intuit by 12.0% during the first quarter. True North Advisors LLC now owns 748 shares of the software maker’s stock valued at $323,000 after buying an additional 80 shares in the last quarter. Finally, SEB Asset Management AB acquired a new stake in Intuit in the 1st quarter valued at about $37,831,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Intuit Price Performance Shares of NASDAQ:INTU opened at $291.09 on Monday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.45 and a current ratio of 1.45. The company has a market cap of $79.62 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 1.07 and a beta of 1.00. Intuit Inc. has a 52 week low of $252.84 and a 52 week high of $813.70. The firm has a 50 day simple moving average of $303.20 and a 200 day simple moving average of $404.68.

Intuit (NASDAQ:INTU – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 earnings per share for the quarter, topping the consensus estimate of $12.57 by $0.23. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The firm had revenue of $8.56 billion for the quarter, compared to analysts’ expectations of $8.54 billion. During the same period in the previous year, the company posted $11.65 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. As a group, research analysts expect that Intuit Inc. will post 18.18 earnings per share for the current year.

Intuit Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, July 9th were issued a dividend of $1.20 per share. The ex-dividend date was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. Intuit’s payout ratio is currently 29.07%.

Analyst Upgrades and Downgrades A number of analysts recently commented on the stock. Mizuho dropped their target price on shares of Intuit from $600.00 to $500.00 and set an “outperform” rating on the stock in a report on Tuesday, May 26th. HSBC dropped their price target on Intuit from $897.00 to $707.00 and set a “buy” rating on the stock in a report on Friday, May 22nd. UBS Group decreased their target price on Intuit from $440.00 to $360.00 and set a “neutral” rating on the stock in a report on Thursday, May 21st. Rothschild & Co Redburn cut their target price on Intuit from $700.00 to $600.00 and set a “buy” rating on the stock in a research report on Tuesday, June 2nd. Finally, Freedom Capital downgraded Intuit from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Twenty-two equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Intuit presently has a consensus rating of “Moderate Buy” and a consensus price target of $490.39.

View Our Latest Stock Analysis on INTU

Intuit News Summary Here are the key news stories impacting Intuit this week:

Positive Sentiment: Intuit is being viewed as a long-term AI beneficiary as it embeds AI across its platform to automate financial workflows, expand higher-value services, and support future growth. Intuit Reinvents Itself With AI: Should You Buy the Stock? Positive Sentiment: The company’s AI initiative could improve productivity and deepen customer usage, which may support margins and recurring revenue over time. Intuit Reinvents Itself With AI: Should You Buy the Stock? Neutral Sentiment: One analyst note referenced Intuit being upgraded to “strong sell,” but the item provides no detailed rationale and appears secondary to the broader legal-news flow. Intuit upgraded by Piper Sandler to strong sell Negative Sentiment: Multiple law firms announced or reminded investors about a pending securities class action against Intuit, with a lead-plaintiff deadline of September 8, 2026, creating a legal overhang for the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act Negative Sentiment: The lawsuit alleges securities fraud and investor harm related to the period when Intuit’s stock dropped after guidance changes, which may keep pressure on shares near term. Robbins Geller Rudman & Dowd LLP Announces that Intuit Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Negative Sentiment: Several additional firms filed or promoted similar class-action notices, reinforcing concerns that Intuit may face prolonged litigation and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against Intuit Inc. and Certain Officers Insider Buying and Selling at Intuit In other Intuit news, Director Vasant M. Prabhu purchased 1,250 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were purchased at an average cost of $309.45 per share, with a total value of $386,812.50. Following the completion of the transaction, the director owned 1,250 shares of the company’s stock, valued at approximately $386,812.50. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Richard L. Dalzell sold 338 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $279.86, for a total value of $94,592.68. Following the completion of the sale, the director directly owned 12,326 shares of the company’s stock, valued at approximately $3,449,554.36. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,239 shares of company stock worth $348,354 over the last three months. 2.49% of the stock is owned by insiders.

Intuit Profile (Free Report)

Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.

Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.

See Also Five stocks we like better than Intuit Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding INTU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuit Inc. (NASDAQ:INTU – Free Report).

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Campus Point by Alexandria reinforces the success of Alexandria's highly consequential Megacampus platform, achieving 95.4% occupancy and further strengthening a thriving Megacampus ecosystem that attracts and enables leading life science and advanced technology entities to advance life-changing innovation

, /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus™ ecosystems in AAA life science and advanced technology innovation clusters, today announced that it has delivered a 427,000 rentable square feet (RSF) state-of-the-art Research & Development (R&D) hub for Bristol Myers Squibb (BMS) at the Campus Point by Alexandria Megacampus™ (Campus Point) in San Diego, California. Since 1998, Alexandria has strategically partnered with BMS across Alexandria's highly consequential and innovative life science and advanced technology clusters, and is proud to enhance this mission-critical relationship with BMS as an anchor tenant at the iconic Campus Point Megacampus.

Alexandria Real Estate Equities, Inc. All rights reserved © 2026

In 1994, as a newly formed startup REIT focused on pioneering the life science real estate niche, Alexandria acquired its first laboratory building in Torrey Pines, and in 2010, launched the initial phase of the company's Campus Point by Alexandria Megacampus. As of March 31, 2026, Campus Point was 95.4% occupied and spans 2.9 million RSF, including 1.3 million RSF of properties in operation, 0.9 million RSF under construction, as well as 0.7 million RSF available for future development and redevelopment. "We are grateful and proud to continue our decades-long partnership with Bristol Myers Squibb with their new R&D hub at Campus Point," said Bret Gossett, executive vice president – co-regional market director and head of leasing for the San Diego region at Alexandria Real Estate Equities, Inc. "Campus Point is home to a diverse ecosystem of innovative companies, including multinational pharma companies, leading research institutes and advanced technology companies. Strategically designed to accelerate innovation, Campus Point provides tenants with the flexibility to expand within the same Megacampus ecosystem while helping them recruit and retain top talent, translate research into life-changing treatments with mission-critical infrastructure and leverage key industry relationships, all of which contribute to Alexandria's leasing velocity, portfolio performance and long-term business strategy."

Alexandria's San Diego region is one of the nation's most dynamic life science and advanced technology clusters, harnessing and uniting the four critical factors of the company's unique cluster model: location, innovation, talent and capital. As of March 31, 2026, the region comprises 6.2 million RSF of operating assets and 0.9 million RSF of development assets. Campus Point exemplifies the consequential impact of Alexandria's highly differentiated Megacampus ecosystems and the company's unique, multifaceted cluster-driven strategy. The stunning Megacampus is strategically located within The Miracle Mile of Medicine™ in San Diego, and situated within a dense concentration of renowned research and academic institutions, including Salk Institute, Scripps Research and University of California, San Diego, providing direct access to world-class scientific research and highly skilled talent, which increase collaborative innovation and enhance tenants' ability to recruit, engage and retain top talent. Featuring unmatched scale, inspiring design and impactful amenities, Campus Point will feature walking paths, a retail breezeway, a community farm and market, pickleball courts, athletic fields, fitness and wellness spaces, events and conference spaces, and eateries including a café, tavern and destination restaurant, enriching Alexandria's vibrant Megacampus ecosystem at the center of the growing San Diego science sector.

About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus™ ecosystems in AAA life science innovation cluster locations, including Greater Boston, the San Francisco Bay Area, San Diego, Seattle, Maryland, Research Triangle, and New York City. As of March 31, 2026, Alexandria had a total market capitalization of $20.44 billion and an asset base in North America that includes 35.8 million RSF of operating properties. Alexandria has a long-standing and proven track record of developing Class A/A+ properties clustered in highly dynamic and collaborative Megacampus environments that enhance our tenants' ability to successfully recruit and retain world-class talent and inspire productivity, efficiency, creativity, and success. Alexandria also provides strategic capital to transformative life science companies through our venture capital platform. We believe our unique business model and diligent underwriting ensure a high-quality and diverse tenant base that results in higher occupancy levels, longer lease terms, higher rental income, higher returns, and greater long-term asset value. For more information on Alexandria, please visit www.are.com.

Forward-Looking Statements 
This press release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding the expected benefits and impact of Campus Point by Alexandria Megacampus, including with respect to BMS's continued growth, research and development objectives, innovation, collaboration and ability to recruit, engage and retain talent; Alexandria's expected annual rental revenue from the delivered R&D hub; the expected scale, development, redevelopment, design, amenities and other attributes of Campus Point; and the expected benefits of Alexandria's Megacampus ecosystem and cluster-driven strategy, including with respect to tenant demand, leasing velocity, portfolio performance and long-term value creation. These forward-looking statements are based on Alexandria's present intent, beliefs or expectations, but forward-looking statements are not guaranteed to occur and may not occur. Actual results may differ materially from those contained in or implied by Alexandria's forward-looking statements as a result of a variety of factors, including, without limitation, the risks and uncertainties detailed in its filings with the Securities and Exchange Commission. All forward-looking statements are made as of the date of this press release, and Alexandria assumes no obligation to update this information. For more discussion relating to risks and uncertainties that could cause actual results to differ materially from those anticipated in Alexandria's forward-looking statements, and risks and uncertainties to Alexandria's business in general, please refer to Alexandria's filings with the Securities and Exchange Commission, including its most recent annual report on Form 10-K and any subsequently filed quarterly reports on Form 10-Q.

CONTACT: Sara Cohen, Assistant Vice President – Capital Markets & Corporate Operations, (646) 799-2617, [email protected]

SOURCE Alexandria Real Estate Equities, Inc.

Posted by Defense World Staff on Jul 20th, 2026

Nucor (NYSE:NUE – Get Free Report) is projected to release its Q2 2026 results after the market closes on Monday, July 27th. Analysts expect the company to announce earnings of $4.45 per share and revenue of $10.1402 billion for the quarter. Investors can check the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Tuesday, July 28, 2026 at 10:00 AM ET.

Nucor (NYSE:NUE – Get Free Report) last announced its earnings results on Monday, April 27th. The basic materials company reported $3.23 earnings per share for the quarter, beating the consensus estimate of $2.82 by $0.41. Nucor had a return on equity of 10.68% and a net margin of 6.82%.The firm had revenue of $9.50 billion for the quarter, compared to the consensus estimate of $8.88 billion. During the same quarter in the previous year, the business earned $0.77 EPS. The firm’s revenue for the quarter was up 21.3% on a year-over-year basis. On average, analysts expect Nucor to post $18 EPS for the current fiscal year and $19 EPS for the next fiscal year.

Nucor Trading Up 0.1% NYSE:NUE opened at $236.77 on Monday. The stock has a market cap of $53.92 billion, a price-to-earnings ratio of 23.44, a PEG ratio of 0.54 and a beta of 1.91. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.55 and a current ratio of 2.90. Nucor has a 1 year low of $131.32 and a 1 year high of $270.90. The business has a fifty day moving average of $239.20 and a 200-day moving average of $201.90.

Nucor Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Tuesday, August 11th. Investors of record on Tuesday, June 30th will be given a $0.56 dividend. This represents a $2.24 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Tuesday, June 30th. Nucor’s dividend payout ratio is currently 22.18%.

Analyst Ratings Changes Several equities analysts have commented on NUE shares. Morgan Stanley raised their target price on shares of Nucor from $227.00 to $258.00 and gave the company an “equal weight” rating in a research note on Monday, June 22nd. Wells Fargo & Company decreased their price objective on shares of Nucor from $292.00 to $283.00 and set an “overweight” rating for the company in a report on Thursday, June 18th. Zacks Research cut shares of Nucor from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Bank of America lowered their price objective on shares of Nucor from $290.00 to $280.00 and set a “buy” rating on the stock in a research note on Thursday, July 9th. Finally, The Goldman Sachs Group boosted their target price on Nucor from $260.00 to $284.00 and gave the stock a “buy” rating in a report on Tuesday, June 16th. Twelve research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Nucor currently has a consensus rating of “Moderate Buy” and a consensus target price of $266.31.

Check Out Our Latest Analysis on NUE

Insider Buying and Selling In other news, EVP Daniel R. Needham sold 12,888 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $226.00, for a total transaction of $2,912,688.00. Following the completion of the sale, the executive vice president owned 89,724 shares in the company, valued at approximately $20,277,624. This represents a 12.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP John J. Hollatz sold 10,560 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $258.46, for a total value of $2,729,337.60. Following the sale, the executive vice president directly owned 97,865 shares of the company’s stock, valued at approximately $25,294,187.90. This represents a 9.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 82,378 shares of company stock worth $18,963,930. 0.62% of the stock is owned by insiders.

Institutional Trading of Nucor A number of hedge funds have recently bought and sold shares of NUE. Strive Financial Group LLC purchased a new stake in shares of Nucor in the 4th quarter valued at approximately $27,000. Stance Capital LLC acquired a new stake in Nucor during the 3rd quarter valued at $25,000. Mcguire Capital Advisors Inc. acquired a new stake in Nucor during the 4th quarter valued at $32,000. DV Equities LLC purchased a new stake in shares of Nucor in the fourth quarter valued at $52,000. Finally, Geneos Wealth Management Inc. boosted its position in shares of Nucor by 81.8% in the first quarter. Geneos Wealth Management Inc. now owns 340 shares of the basic materials company’s stock worth $41,000 after buying an additional 153 shares during the period. 76.48% of the stock is owned by hedge funds and other institutional investors.

About Nucor (Get Free Report)

Nucor Corporation (NYSE: NUE) is an American steel producer headquartered in Charlotte, North Carolina. The company is primarily engaged in the manufacture and sale of steel and steel products, operating a network of steel mills, recycling facilities and fabrication plants across the United States and North America. Nucor’s operations emphasize electric arc furnace steelmaking using recycled scrap metal, which supports a decentralized, mill-based production model focused on efficiency and flexibility.

Product offerings span a broad range of basic and value‑added steel items, including sheet, plate, merchant bar, structural beams, reinforcing bar, tubing, fasteners and fabricated components.

Further Reading Five stocks we like better than Nucor Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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HPQ ENDURA+ Gen4 21700 lithium-ion cells have successfully achieved UL 1642 safety certification from an accredited independent testing laboratory.UL 1642 certification validates compliance with one of the industry's most widely recognized U.S. safety standards for commercial lithium-ion cells.Gen4 platform certified at 6,500 mAh, representing an 8.3% increase in capacity over HPQ's previously certified Gen3 platform.Certification supports customer qualification programs, battery pack integration, commercial evaluations, and industrial partnership discussions. MONTREAL, July 20, 2026 (GLOBE NEWSWIRE) -- HPQ Silicon Inc. (“HPQ” or the “Company”) (TSX-V: HPQ, OTCQB: HPQFF, FRA: O08), a technology company specializing in advanced materials innovation and the development of next-generation processes, is pleased to announce that its HPQ ENDURA+ Gen4 21700 lithium-ion cell platform has successfully achieved UL 1642 safety certification, marking another important commercialization milestone for the Company's silicon-anode battery technology.

The certification, awarded by an accredited independent laboratories, confirm that HPQ's latest-generation cell platform complies with internationally recognized UL 1642, one of the industry's most widely recognized safety standards applicable to commercial lithium-ion cells. UL 1642 certification supports customer qualification, battery pack integration, and commercial evaluation activities by prospective industrial partners.

Cylindrical GEN4 HPQ Endura+ Cells

The achievement builds on HPQ's previously certified Gen3 cell platform and demonstrates the Company's ability to successfully certify successive generations of its battery technology while continuing to improve performance. Compared with the certified Gen3 21700 cell, which delivers 6,000 mAh, the Gen4 cell platform is certified at 6,500 mAh, representing an 8.3% increase in capacity, while successfully meeting the requirements of UL 1642 safety certification. This progression highlights HPQ's ability to advance battery performance without compromising the safety and reliability required for commercial deployment.

As global demand accelerates for higher-energy lithium-ion batteries across mobility, energy storage, telecommunications, defense, robotics, and industrial applications, manufacturers are increasingly seeking battery technologies that combine improved performance with compatibility across existing manufacturing infrastructure. Independent certification provides customers, integrators, and OEMs with additional confidence as they evaluate next-generation cell platforms for commercial applications.

"Independent certification is one of the most important steps in transforming an advanced battery technology into a commercially viable product," said Bernard Tourillon, Chairman, President and CEO of HPQ Silicon Inc. "Successfully certifying our next-generation HPQ ENDURA+ platform demonstrates that we can continue increasing battery performance while meeting one of the industry’s most widely recognized safety standards for commercial lithium-ion cells. This milestone further strengthens our commercialization strategy by providing customers and industrial partners with greater confidence as they evaluate our technology for future applications."

The successful certification of successive HPQ ENDURA+ cell generations also reflects the continued advancement of the Company's collaboration with Novacium, whose silicon-based anode technology is designed to increase energy density while remaining compatible with conventional lithium-ion cell manufacturing processes. This compatibility represents an important commercial advantage by supporting adoption without requiring manufacturers to redesign existing production infrastructure.

With certification complete, HPQ will continue supporting customer evaluation programs, qualification activities, battery pack integration, and commercial discussions with prospective industrial partners across targeted high-value markets. These efforts represent the next phase in the Company's strategy to commercialize the HPQ ENDURA+ platform and expand opportunities for its next-generation silicon-anode battery technology.

The Company continues to advance additional certification activities supporting broader commercial deployment.

To complement this announcement, HPQ has published a technical Insight article titled " Why UL 1642 Certification Is an Important Commercial Milestone for Next-Generation Lithium-Ion Batteries.”

The article provides a detailed review of the engineering principles, testing protocols, and commercial significance of these internationally recognized certification standards, along with an analysis of what HPQ's latest certification milestone means for the commercialization of its HPQ ENDURA+ silicon-anode cell platform.

Read the article here.

About HPQ Silicon

HPQ Silicon Inc. is a Quebec-based TSX Venture Exchange industrial issuer (TSX-V: HPQ) focused on innovation in advanced materials and critical process development. In partnership with its research and development partner Novacium—of which HPQ is a shareholder—the Company is advancing next-generation silicon-based anode materials and commercializing HPQ ENDURA+ lithium-ion battery platforms incorporating Gen3 and Gen4 technologies, commercializing its ENDURA+ lithium-ion cells, and developing breakthrough clean-hydrogen and waste-to-energy technologies, for which HPQ holds exclusive North American rights.

HPQ is also pursuing proprietary technologies to become a low-cost, zero-CO₂ producer of fumed silica with technical support from PyroGenesis Inc. Together, these initiatives position HPQ to capture growth opportunities in the energy storage, clean hydrogen, and advanced materials markets essential to achieving global net-zero goals.

For more information, please visit HPQ Silicon web site.

Cautionary Note Regarding Forward-Looking Information

This press release contains forward-looking statements. These statements rely on assumptions about technology performance, market demand, permits, financing, supply chains, and economic conditions but remain subject to significant risks, including delays, regulatory challenges, competition, pricing, financing availability, and macroeconomic uncertainties. Actual outcomes may differ materially from expectations. Detailed risk factors are outlined in HPQ’s Annual Information Form available on SEDAR+. Forward-looking information is provided solely to outline management’s future expectations and objectives.

A more detailed cautionary note regarding forward-looking information related to the HPQ Endura+ batteries project is available for download [here],

Further information regarding the Company is available in the SEDAR+ database (www.sedarplus.ca), and on the Company’s website at: http://www.hpqsilicon.com/

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

This News Release is available on the company's CEO Verified Discussion Forum, a moderated social media platform that enables civilized discussion and Q&A between Management and Shareholders. 

Source: HPQ Silicon Inc.

For further information contact:

Bernard J. Tourillon, BAA – MBA Chairman, President, and CEO
Tel +1 (514) 846-3271 / Email: [email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/f0b3d934-1003-4176-b2ca-1bf22d072c1a

D.R. Horton, Inc. (NYSE:DHI) will release its third quarter earnings report before the opening bell on Tuesday, July 21.

Analysts expect the Arlington, Texas-based company to report quarterly earnings of $2.99 per share, down from $3.36 per share in the year-ago period. The consensus estimate for D.R. Horton’s quarterly revenue is $9.17 billion. It reported $9.23 billion last year, according to Benzinga Pro.

On April 21, D.R. Horton reported better-than-expected second-quarter EPS results.

D.R. Horton shares fell 3.3% to close at $149.39 on Friday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Considering buying DHI stock? Here’s what analysts think:

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July 20, 2026 08:30 ET  | Source: Nano Dimension

WALTHAM, Mass., July 20, 2026 (GLOBE NEWSWIRE) -- In connection with the upcoming July 31, 2026, Extraordinary General Meeting of Shareholders (the “July EGM”), Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension,” “Nano,” or the “Company”) and Murchinson Ltd. (collectively with its affiliates and funds it advises and/or sub-advises, "Murchinson") today jointly announced a settlement agreement.

Under the terms of the agreement executed on July 17, the July EGM will be cancelled. Messrs. Pons, Rosensweig, Sriubas and Stehlin (collectively, the “Departing Directors”) resigned from the Board and all their positions at Nano. The directors nominated by Murchinson for the July EGM — Messrs. Fruchthandler, Rozenbaum and Tarlow — were appointed to Nano’s Board.

All parties wish to thank all those who shared their views over the past months and look forward to the Company moving ahead on a smooth path toward realizing value for all shareholders.

About Nano Dimension Ltd.

Nano Dimension Ltd. (Nasdaq: NNDM) has historically delivered advanced digital manufacturing technologies, including serving customers across the defense, aerospace, automotive, electronics and medical device industry segments. For more information, please visit www.nano-di.com.

About Murchinson

Founded in 2012 and based in Toronto, Canada, Murchinson is an alternative asset management firm that serves institutional investors, family offices and qualified clients. The firm has extensive experience capturing the best returning opportunities across global markets. Murchinson’s multi-strategy approach allows it to execute investments at all points in the market cycle with fluid allocation between strategies. Our team targets corporate action, distressed investing, private equity and structured finance situations, leveraging its broad market experience with a variety of specialized products and sophisticated hedging techniques to deliver alpha within a risk-averse mandate. Learn more at www.murchinsonltd.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include statements regarding Nano Dimension’s strategic plan, strategic alternatives review process, expectations regarding future announcements and information, expectations regarding future performance, and all other statements other than statements of historical fact that address activities, events or developments that Nano Dimension intends, expects, projects, believes or anticipates will or may occur in the future. Forward-looking statements may be characterized by terminology such as “believe,” “project,” “expect,” “anticipate,” “estimate,” “forecast,” “outlook,” “target,” “endeavor,” “seek,” “predict,” “intend,” “strategy,” “plan,” “may,” “could,” “should,” “will,” “would,” “continue,” “likely,” or the negative thereof or variations thereon or similar terminology generally intended to identify forward-looking statements. Such statements are based on management’s beliefs and assumptions made based on information currently available to management. These forward-looking statements involve known and unknown risks and uncertainties, which may cause the Company’s actual results and performance to be materially different from those expressed or implied in the forward-looking statements. Accordingly, the Company cautions shareholders that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions, estimates and uncertainties that are difficult to predict. The forward-looking statements contained or implied in this communication are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Nano Dimension’s annual report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (the “SEC”) on March 31, 2026, and in any subsequent filings with the SEC.

Except as otherwise required by law, Nano Dimension undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this communication.

Contacts:

For Nano Dimension:

Investors: Purva Sanariya
Director, Investor Relations
[email protected]

Media: Samuel Manning
Principal Manager, External Communications
[email protected]

For Murchinson:

Longacre Square Partners
[email protected]

MCLEAN, VA / ACCESS Newswire / July 20, 2026 / Gladstone Investment Corporation (Nasdaq:GAIN) ("Gladstone Investment") is pleased to announce that it has continued its support of portfolio company Global GRAB Technologies, Inc. ("Global GRAB") through providing additional capital to support the acquisition of substantially all of the assets of RSSI Barriers, LLC ("RSSI").

Global GRAB, headquartered in Franklin, Tennessee, is a leading provider of physical perimeter security and hostile vehicle mitigation solutions serving military installations, government facilities, critical infrastructure, transportation, utility, commercial and other high-security environments. RSSI is a well-recognized market leader and industry pioneer in 100% electric crash-rated barrier technology and solutions for gate automation. RSSI's electric barrier systems have successfully undergone rigorous crash testing and certification standards and are trusted by customers responsible for protecting mission-critical facilities.

Global GRAB and RSSI have partnered for years to deliver innovative security solutions across high-security end markets. The acquisition represents a natural evolution of that relationship and meaningfully expands Global GRAB's portfolio of engineered and crash-certified perimeter security solutions. Together, Global GRAB and RSSI will offer customers a broader suite of crash-rated vehicle barriers, less-than-lethal technologies, perimeter reinforcement systems, intelligent detection solutions, integrated access control products, and lifecycle support capabilities.

"Global GRAB Technologies has collaborated with RSSI on various opportunities and projects for years and has formed a great partnership," said Brian Cooper, COO and President of Global GRAB. "We're excited to bring RSSI into the Global GRAB family of brands and continue delivering innovative security solutions to our customers."

"This acquisition is about more than expanding our product portfolio," said Mark Horne, Chief Executive Officer of Global GRAB. "It brings together two organizations with a shared commitment to innovation, engineering excellence and protecting people, critical infrastructure and national assets. By combining our expertise, we are better positioned than ever to deliver comprehensive perimeter security solutions that address today's evolving threats."

"RSSI is a highly strategic acquisition for Global GRAB and reinforces the platform's position as a leading provider of mission-critical perimeter security and hostile vehicle mitigation solutions," said Michael Cueter, Managing Director at Gladstone Investment. "RSSI brings a well-recognized brand, differentiated electric crash-rated barrier technology, and deep customer credibility in demanding security environments. We are excited to continue supporting the Global GRAB team as they expand the platform's capabilities, product breadth and ability to serve customers protecting critical infrastructure and national assets."

Gladstone Investment is a publicly traded business development company that seeks to make equity and secured debt investments in lower middle market businesses in connection with acquisitions, changes in control, and recapitalizations. Additional information on the transaction can be found at www.gladstoneinvestment.com.

For Investor Relations inquiries related to any of the monthly dividend paying Gladstone funds, please visit www.gladstone.com.

Forward-looking Statements:

The statements in this press release regarding the longer-term prospects of Gladstone Investment, Global GRAB, RSSI and their management teams, and the ability of Gladstone Investment, Global GRAB and RSSI to grow and expand are "forward-looking statements." These forward-looking statements inherently involve certain risks and uncertainties in predicting future results and conditions. Although these statements are based on Gladstone Investment's current plans that are believed to be reasonable as of the date of this press release, a number of factors could cause actual results and conditions to differ materially from these forward-looking statements, including those factors described from time to time in Gladstone Investment's filings with the Securities and Exchange Commission. Gladstone Investment undertakes no obligation to update or revise these forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.

For further information: Gladstone Investment Corporation, (703) 287-5893

SOURCE: Gladstone Investment Corporation

Truist Financial Corp. (NYSE:TFC) reported upbeat second-quarter earnings on Friday.

The bank earned $1.23 per diluted share in the second quarter, clearing the analyst consensus of $1.08 by nearly 14% and representing a 35% improvement from the 90 cents per share delivered in the same period last year. Revenue of $5.27 billion edged past the $5.24 billion consensus estimate and came in 4.67% above the year-ago figure.

For the third quarter Truist is guiding for revenue of approximately $5.35 billion, just below the analyst estimate of $5.38 billion. For the full year the bank widened its revenue outlook to a range of $21.22 billion to $21.32 billion, bracketing the prior consensus estimate of $21.28 billion.

Truist Financial shares gained 0.2% to $52.60 in pre-market trading.

These analysts made changes to their price targets on Truist Financial following earnings announcement.

JP Morgan analyst Vivek Juneja downgraded the stock from Neutral to Underweight and lowered the price target from $53.5 to $53. Baird analyst David George maintained the stock with a Neutral and raised the price target from $55 to $56. Considering buying TFC stock? Here’s what analysts think:

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, /PRNewswire/ -- Today Western Midstream Partners, LP (NYSE: WES) ("WES" or the "Partnership") announced that the board of directors of its general partner declared a quarterly cash distribution of $0.93 per unit for the second quarter of 2026, or $3.72 per unit on an annualized basis, which is in-line with the prior quarter's distribution. WES's second-quarter 2026 distribution is payable on August 14, 2026, to unitholders of record at the close of business on July 31, 2026.

The Partnership plans to report its second-quarter 2026 results after market close on Wednesday, August 5, 2026. Management will host a conference call on Thursday, August 6, 2026, at 9:00 a.m. Central (10:00 a.m. Eastern) to discuss the Partnership's quarterly results. Participants are encouraged to dial into the conference call ten to fifteen minutes before the scheduled start time to avoid any delays entering the call. The full text of the release announcing the results will be available on the Partnership's website at www.westernmidstream.com.

Second-Quarter 2026 Results
Thursday, August 6, 2026
9:00 a.m. Central (10:00 a.m. Eastern)
Dial-in number: 888-880-3330
International dial-in number: 646-357-8766

To participate in WES's scheduled second-quarter earnings call, please refer to the above-listed dial-in information. To access the live audio webcast of the conference call, please visit the investor relations section of the Partnership's website at www.westernmidstream.com. A replay of the conference call will also be available on the website following the call.

ABOUT WESTERN MIDSTREAM

Western Midstream Partners, LP ("WES") is a master limited partnership formed to develop, acquire, own, and operate midstream assets. With midstream assets located in Texas, New Mexico, Colorado, Utah, and Wyoming, WES is engaged in the business of gathering, compressing, treating, processing, and transporting natural gas; gathering, stabilizing, and transporting condensate, natural-gas liquids, and crude oil; and gathering, transporting, recycling, treating, and disposing of produced water for its customers. In its capacity as a natural-gas processor, WES also buys and sells natural gas, natural-gas liquids, and condensate on behalf of itself and its customers under certain gas processing contracts. A substantial majority of WES's cash flows are protected from direct exposure to commodity price volatility through fee-based contracts.

For more information about WES, please visit www.westernmidstream.com.

This news release contains forward-looking statements. WES and its general partner believe that their expectations are based on reasonable assumptions. No assurance, however, can be given that such expectations will prove to have been correct. A number of factors could cause actual results to differ materially from the projections, anticipated results or other expectations expressed in this news release. These factors include our ability to meet distribution expectations and financial guidance; our ability to safely and efficiently operate WES's assets; the supply of, demand for, and price of oil, natural gas, NGLs, and related products or services; our ability to meet projected in-service dates for capital-growth projects; construction costs or capital expenditures exceeding estimated or budgeted costs or expenditures; and the other factors described in the "Risk Factors" section of WES's most-recent Form 10-K filed with the Securities and Exchange Commission and other public filings and press releases. WES undertakes no obligation to publicly update or revise any forward-looking statements.

Note regarding Non-United States Investors: This release is intended to be a qualified notice under Treasury Regulation Sections 1.1446-4(b) and 1.1446(f)-4. Brokers and nominees should treat one hundred percent (100.0%) of Western Midstream Partners, LP's distributions to non-U.S. investors as being attributable to income that is effectively connected with a United States trade or business. Accordingly, Western Midstream Partners, LP's distributions to non-U.S. investors are subject to federal income tax withholding at the highest applicable effective tax rate. Furthermore, one hundred percent (100.0%) of Western Midstream Partners, LP's distributions to non-U.S. investors is in excess of cumulative net income for purposes of Treasury Regulation Section 1.1446(f)-4(c)(iii). Brokers and nominees are treated as withholding agents responsible for withholding on distributions received by them on behalf of non-U.S. investors. The CUSIP number of Western Midstream Partners, LP's common units is 958669 103.

WESTERN MIDSTREAM CONTACTS

Daniel Jenkins
Director, Investor Relations
[email protected]
866-512-3523

Rhianna Disch
Manager, Investor Relations
[email protected]
866-512-3523

SOURCE Western Midstream Partners, LP