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Key Takeaways Software stocks have faced a rough 2026 but have seen some relief over the past month. AI-driven fears have been the primary driver behind the poor YTD action. Concerns are valid, but these companies' recent results show some nice overall business momentum. Many software stocks have been hit hard in 2026, including Salesforce (CRM - Free Report) , Atlassian (TEAM - Free Report) , and Workday (WDAY - Free Report) . Performance has been weighed down by a huge wave of negative sentiment surrounding AI-related concerns, specifically that their future growth will get negatively impacted.
But all three have bounced back in a big way over the past month, perhaps a reflection of sentiment finally shifting into a more constructive direction.
Image Source: Zacks Investment Research
It’s worthwhile to take a closer look at how earnings have been going for these companies, as it’ll at least give us a baseline of how their overall businesses are performing amid the wave of negative sentiment they’ve experienced.
Salesforce Reports Record ResultsThrough Agentforce, its suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data, and Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way.
The company posted record results in its latest release, with Agentforce and Data 360 annual recurring revenue growing by 200% YoY to nearly $3.4 billion. Its platform also delivered 3.8 billion Agentic Work Units, which are tasks completed by AI agents, growing 111% sequentially.
As reflected by the results, the company is actively benefiting from its own deployment of AI. EPS and sales revisions also reflect a high level of positivity, trending higher over recent months.
EPS revisions have been particularly bullish, with the stock sporting a favorable Zacks Rank #2 (Buy). The company also raised its current fiscal year sales guidance, further adding to the positivity.
Image Source: Zacks Investment Research
Workday Sees Continued GrowthWorkday is a cloud-based software platform that helps organizations manage their Human Resources (HR), payroll, and financial operations. It uses embedded artificial intelligence to automate routine tasks, analyze workforce skills, and generate business forecasts.
Importantly, the number of customers using its AI agents more than doubled quarter-over-quarter in its latest release, with its overall subscription backlog seeing 11% YoY growth to $27.3 billion.
Management stated –
‘We had a great Q1, and it makes one thing clear: Workday is ready for this AI moment. Our core business is strong, our AI strategy is working, and we're moving with the speed and focus required to lead’.
While it’s expected for management to remain highly bullish in their comments, continued backlog growth and the growing adoption of its AI agents still help underpin the idea that its offerings remain attractive.
Sales growth has remained steadily strong, as shown below.
Image Source: Zacks Investment Research
Atlassian Posts Strong Cloud GrowthAtlassian is a leading provider of team collaboration and productivity software, increasingly embedding agentic AI across its platform to transform how enterprise teams work.
Like those above, the company posted solid growth in its latest quarterly release, with Cloud revenue of roughly $1 billion growing by 26% YoY. It also surpassed 3.5 million monthly active users of its AI capabilities, which reflected an impressive 50% sequential growth rate.
Sales growth has accelerated recently, as shown below.
Image Source: Zacks Investment Research
While growth and overall momentum seem to be intact, the company is currently a Zacks Rank #4 (Sell), with investors better off waiting until the ranking changes.
Putting Everything Together
While many software names, including Salesforce (CRM - Free Report) , Atlassian (TEAM - Free Report) , and Workday (WDAY - Free Report) , remain deep in the red from a YTD standpoint, their performance over the past month has given some nice relief. A lot of negativity surrounding future growth fears has likely been priced in, but their discounted prices certainly make them stocks all worth keeping tabs on.
Emerson Electric (EMR - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this maker of process controls systems, valves and analytical instruments have returned -2.7%, compared to the Zacks S&P 500 composite's +0.3% change. During this period, the Zacks Manufacturing - Electronics industry, which Emerson Electric falls in, has lost 5.9%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Emerson Electric is expected to post earnings of $1.68 per share, indicating a change of +10.5% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.1% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $6.49 points to a change of +8.2% from the prior year. Over the last 30 days, this estimate has changed -0.1%.
For the next fiscal year, the consensus earnings estimate of $7.14 indicates a change of +10% from what Emerson Electric is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Emerson Electric.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Emerson Electric, the consensus sales estimate of $4.79 billion for the current quarter points to a year-over-year change of +5.3%. The $18.79 billion and $19.71 billion estimates for the current and next fiscal years indicate changes of +4.3% and +4.9%, respectively.
Last Reported Results and Surprise HistoryEmerson Electric reported revenues of $4.56 billion in the last reported quarter, representing a year-over-year change of +2.9%. EPS of $1.54 for the same period compares with $1.48 a year ago.
Compared to the Zacks Consensus Estimate of $4.6 billion, the reported revenues represent a surprise of -0.76%. The EPS surprise was 0%.
Over the last four quarters, Emerson Electric surpassed consensus EPS estimates two times. The company topped consensus revenue estimates times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Emerson Electric is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Emerson Electric. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Wall Street expects a year-over-year increase in earnings on higher revenues when Agnico Eagle Mines (AEM - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis gold mining company is expected to post quarterly earnings of $2.98 per share in its upcoming report, which represents a year-over-year change of +53.6%.
Revenues are expected to be $3.94 billion, up 40% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 10.01% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Agnico?For Agnico, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -5.41%.
On the other hand, the stock currently carries a Zacks Rank of #5.
So, this combination makes it difficult to conclusively predict that Agnico will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Agnico would post earnings of $3.19 per share when it actually produced earnings of $3.40, delivering a surprise of +6.58%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Agnico doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Kinross Gold (KGC - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis gold mining company is expected to post quarterly earnings of $0.67 per share in its upcoming report, which represents a year-over-year change of +52.3%.
Revenues are expected to be $2.28 billion, up 32.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 7.82% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Kinross Gold?For Kinross Gold, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.74%.
On the other hand, the stock currently carries a Zacks Rank of #5.
So, this combination makes it difficult to conclusively predict that Kinross Gold will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Kinross Gold would post earnings of $0.68 per share when it actually produced earnings of $0.71, delivering a surprise of +4.41%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Kinross Gold doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Stanley Black & Decker (SWK - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis tool company is expected to post quarterly earnings of $1.20 per share in its upcoming report, which represents a year-over-year change of +11.1%.
Revenues are expected to be $3.93 billion, down 0.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.36% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Stanley Black & Decker?For Stanley Black & Decker, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.18%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Stanley Black & Decker will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Stanley Black & Decker would post earnings of $0.61 per share when it actually produced earnings of $0.80, delivering a surprise of +31.15%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Stanley Black & Decker doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Oracle (NYSE:ORCL | ORCL Price Prediction) shareholders have endured a brutal seven months. From a record high above $341 in October, shares have retraced roughly two-thirds. The one-year total return sits at -49.98%, and last month alone wiped out 33.9% of the equity value. That drawdown signals either a broken thesis or an entry point. I believe it is the latter.
Our 24/7 Wall St. price target lands at $195.52, implying 56.51% upside from Monday’s close. Our model rates Oracle a buy with high conviction.
24/7 Wall St. Price Target Summary Metric Value Current Price $124.92 24/7 Wall St. Price Target $195.52 Upside 56.51% Recommendation BUY Confidence Level 90% The setup is unusual: a mega-cap cloud franchise with $638 billion in remaining performance obligations trading like distressed debt. The market demands a discount for balance-sheet stress, but the discount has gone too far.
How a $341 Stock Became a $125 Stock Oracle is -37.12% year-to-date and -7.72% in the past week, closing recently just above the 52-week low of $120.03. The catalyst set is well-documented: S&P Global downgraded Oracle to BBB-, credit-default swap spreads hit 198.23 basis points, and management confirmed plans to raise roughly $40 billion in FY2027 through debt and equity to fund AI infrastructure. Free cash flow ran to negative $23.69 billion against capex of $55.66 billion.
Operating results tell a different story. Cloud Infrastructure grew 93% year-over-year to $5.79 billion in Q4, the Multicloud AI Database grew 404%, and management raised FY27 non-GAAP EPS guidance to $8.05 on $90 billion in revenue.
A widely upvoted Reddit post captured the paradox: “Azure +39%, AI revenue +123%, 4th st. beat, stock down 30%. The market has decided capex is sin.”
Why Bulls See a Path to $350 Our one-year bull case is $350.82, roughly a triple. The math works if CFO Safra Catz’s OCI ramp lands: $18 billion in FY26, rising to $32B, $73B, $114B, and $144B over the next four years.
At a 20x multiple on $15 in EPS, Oracle clears $300. $75 billion of the RPO backlog uses customer-prepaid or customer-supplied GPUs, which materially eases the capex burden.
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What Could Go Wrong The bear case is credible. CLSA initiated with a Hold and a $145 target, estimating Oracle may need up to $500 billion by 2030 to execute its AI ambitions. Our bear case still lands at $169.27, above the current price, because even a slower ramp leaves Oracle with an enormous contracted backlog.
The real red flag is concentration: heavy exposure to OpenAI, whose profitability is uncertain, plus regulatory pushback on data-center projects in Wisconsin and New Mexico. The negative FCF reflects investment intensity as capex ramps well ahead of the OCI revenue conversion.
How Oracle Compares to Microsoft and Amazon Microsoft (NASDAQ:MSFT) trades at a trailing P/E of 29 with Azure growing 40% and commercial RPO of $627 billion. Oracle’s RPO is $638 billion, larger than Microsoft’s, yet Oracle trades at a forward P/E of 16. That valuation gap is the crux of the buy thesis.
Amazon (NASDAQ:AMZN) trades at a trailing P/E of 35. AWS grew 28% to $37.59 billion in Q1 2026, its fastest pace in 15 quarters, yet Oracle’s IaaS unit grew 93% off a smaller base. Amazon’s $200 billion planned 2026 capex dwarfs Oracle’s, but the market has not punished AMZN. Peer comps make our $195.52 target look conservative.
Company Forward/Trailing P/E Cloud Growth Oracle 16 fwd IaaS +93% Microsoft 29 trailing Azure +40% Amazon 35 trailing AWS +28% The Case for Oracle Near $125 The 24/7 Wall St. price target of $195.52 is a buy call at 90% confidence. Oracle trades at a growth-stock backlog with a value-stock multiple.
The setup looks attractive here for investors who expect the OCI backlog to convert to revenue on schedule. The thesis weakens if credit markets shut off before FY28 free cash flow inflects. Our modeling leans toward the former.
Oracle Price Prediction 2026-2030 Year 24/7 Wall St. Price Target 2026 $195 2027 $240 2028 $295 2029 $360 2030 $425 These projections assume Oracle executes on its $144 billion OCI revenue target by FY2030 and stabilizes credit metrics. Significant upside or downside will hinge on whether the AI infrastructure buildout generates the returns management is underwriting.
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Oracle Corp (NYSE:ORCL) stock traded lower on Wednesday as big-cap tech remains under pressure in a risk-off tape. The Nasdaq is down 0.59% while the S&P 500 has shed 0.16%.
The stock drew scrutiny on CNBC’s "Fast Money" on Tuesday after traders discussed reports that data center cost overruns are weighing on the stock and raising questions about its AI infrastructure strategy.
Cost Overruns Raise DoubtsCredit Risk Draws FocusAmerican businesswoman and television personality Karen Finerman pointed to elevated credit default swap spreads as a sign of growing concern about Oracle’s leverage. She said Oracle may eventually struggle to issue more debt and could consider equity financing, which would add pressure to the stock.
Finerman also warned that another downgrade could make Oracle’s financing more expensive and difficult, especially if the company moves closer to junk-rated status before its next earnings report in September.
OpenAI Exposure Worries TradersAmerican trader, television personality, and professional investor Guy Adami said Oracle’s outlook depends heavily on OpenAI’s ability to meet its revenue forecasts. He said Oracle could face significant risks if OpenAI underperforms because Larry Ellison, Oracle’s chief technology officer, has heavily invested in that partnership.
During his “Fast Money” appearance, Adami added that credit default swap pricing suggests deeper concerns around Oracle than the stock’s decline alone reflects.
Technical Support Offers One Bright SpotSteve Grasso, CEO of Grasso Global Inc, focused on Oracle’s chart setup. He said the stock is trading near a level that has acted as support over the past two to three years, though he stopped short of recommending investors buy it.
Technical AnalysisFrom a trend perspective, Oracle remains in a bearish structure: the stock is trading 7.6% below its 20-day SMA, 26.8% below its 50-day SMA, and 32.4% below its 200-day SMA. The 20-day SMA sitting below the 50-day SMA reinforces that recent price action is still tilted lower, and the death cross that formed in January keeps the longer-term trend filter negative.
Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $260.04. Recent analyst moves include:
CLSA: Initiated with Hold (Target $145.00) (July 20) Bernstein: Outperform (Raises Target to $325.00) (June 11) RBC Capital: Sector Perform (Maintains Target $190.00) (June 11) Top ETF ExposureSignificance: Because ORCL carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.
Price ActionORCL Stock Price Activity: Oracle shares were down 0.44% at $126.50 at the time of publication on Wednesday, according to Benzinga Pro data.
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Artificial intelligence has become the biggest spending race the technology sector has ever seen. Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), and Oracle (NASDAQ:ORCL) are committing hundreds of billions of dollars to new data centers, networking equipment, and power infrastructure as they compete for AI leadership. Investors have largely embraced those investments because revenue continues to grow alongside demand for AI services.
Yet a recent investigation by Nikkei shows much of the financial commitment behind that expansion isn’t sitting where most investors expect to find it. As four of those five companies prepare to report quarterly earnings over the next week, shareholders may be evaluating balance sheets that reveal less than half of the financial picture.
The Debt You Won’t Find on the Balance Sheet The numbers reported each quarter remain accurate. They’re also incomplete without reading the footnotes.
According to Nikkei’s review of SEC filings, the five technology giants have accumulated roughly $1.65 trillion in future lease and purchase obligations tied primarily to AI infrastructure. These commitments are perfectly legal under U.S. accounting rules because they represent future contractual obligations rather than traditional borrowings. Still, they don’t receive the same attention as reported debt.
The differences are striking:
Company Reported Debt Est. Off-Balance Sheet Debt Meta Platforms $140 billion ~$420 billion Oracle ~$100 billion ~$273 billion Microsoft ~$100 billion ~$350 billion Amazon ~$180 billion ~$350 billion Alphabet ~$30 billion ~$250 billion Meta’s obligations are roughly three times its reported debt. Oracle’s off-balance-sheet commitments have expanded about 30-fold in just four years as it races to build AI capacity.
None of this violates accounting standards. The concern is whether investors focusing only on reported debt are underestimating the financial commitments already made.
AI Optimism Makes the Numbers Look Comfortable Many of these contracts finance data centers through long-term leases, project financing, and private credit rather than traditional corporate borrowing. That structure spreads financing across developers, insurers, and institutional lenders while allowing technology companies to avoid loading every obligation directly onto today’s balance sheet.
Ironically, that can make leverage appear lower precisely when spending is reaching record levels.
This matters because Meta, Microsoft, Alphabet, and Amazon all report earnings within days. Their reported debt ratios may appear manageable, while hundreds of billions of dollars in future payment obligations remain buried in the notes accompanying their SEC filings.
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That doesn’t mean investors should panic. These companies also generate enormous cash flows. Microsoft produced nearly $100 billion in operating cash flow over the past year, while Alphabet, Meta, and Amazon each generated tens of billions of dollars that help support these long-term commitments.
The bigger issue is transparency rather than solvency.
The Risk Depends on AI Demand Staying Strong The accounting changes only when those facilities begin operating. At that point, lease obligations move onto financial statements, depreciation begins, and any underutilized facilities can become impairment charges if demand falls below expectations. In other words, today’s hidden commitments become tomorrow’s reported assets and liabilities.
If AI adoption continues expanding at its current pace, those investments could generate attractive returns and justify every dollar committed. Granted, that’s exactly what management teams are betting on.
If enterprise AI spending disappoints, however, some data centers may never earn the returns originally projected. Any write-downs would ultimately affect shareholders, while lenders, insurers, and private-credit investors that financed the construction would also absorb losses.
Key Takeaway In short, the headline isn’t that Big Tech has discovered a way to hide debt illegally — it hasn’t. These off-balance-sheet commitments are disclosed in SEC filings and comply with accounting rules. The real takeaway is that investors who rely only on headline debt figures are missing a large portion of the AI spending story.
As earnings season unfolds, reported debt will probably look comfortable. The $1.65 trillion of contractual commitments likely won’t dominate earnings headlines. Smart investors should look beyond the income statement and balance sheet into the footnotes. That’s where the full scale of Big Tech’s AI bet — and the risks that come with it — is waiting to be found.
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Wells Fargo & Co. Chief Executive Officer Charlie Scharf says "these times are really good for banks." He also says the firm is being very disciplined about adding investment banking resources.
Wells Fargo (WFC - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this bank have returned +4.3%, compared to the Zacks S&P 500 composite's +0.3% change. During this period, the Zacks Financial - Investment Bank industry, which Wells Fargo falls in, has gained 3.3%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Wells Fargo is expected to post earnings of $1.84 per share for the current quarter, representing a year-over-year change of +6.4%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.2%.
The consensus earnings estimate of $7.24 for the current fiscal year indicates a year-over-year change of +15.3%. This estimate has changed +3.7% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $7.92 indicates a change of +9.5% from what Wells Fargo is expected to report a year ago. Over the past month, the estimate has changed +1.8%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Wells Fargo.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Wells Fargo, the consensus sales estimate for the current quarter of $22.23 billion indicates a year-over-year change of +3.7%. For the current and next fiscal years, $88.64 billion and $93.14 billion estimates indicate +5.9% and +5.1% changes, respectively.
Last Reported Results and Surprise HistoryWells Fargo reported revenues of $22.62 billion in the last reported quarter, representing a year-over-year change of +8.6%. EPS of $1.96 for the same period compares with $1.54 a year ago.
Compared to the Zacks Consensus Estimate of $21.8 billion, the reported revenues represent a surprise of +3.76%. The EPS surprise was +13.29%.
Over the last four quarters, Wells Fargo surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Wells Fargo is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Wells Fargo. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Wells Fargo & Co. Chief Executive Officer Charlie Scharf says he's "big time bullish on the US." He talks about the state of the US consumer, the economy, earnings and where his employees want to live and work.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Wells Fargo (WFC - Free Report) .
Wells Fargo currently has an average brokerage recommendation (ABR) of 1.70, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 27 brokerage firms. An ABR of 1.70 approximates between Strong Buy and Buy.
Of the 27 recommendations that derive the current ABR, 16 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 59.3% and 11.1% of all recommendations.
Brokerage Recommendation Trends for WFC
Check price target & stock forecast for Wells Fargo here>>>
The ABR suggests buying Wells Fargo, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is WFC Worth Investing In?Looking at the earnings estimate revisions for Wells Fargo, the Zacks Consensus Estimate for the current year has increased 3.7% over the past month to $7.24.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Wells Fargo. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for Wells Fargo may serve as a useful guide for investors.
MetLife Investment Management (âMIMâ), the institutional asset management business of MetLife, Inc. (NYSE: MET), together with development partner ZOM Livi
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 22:
Heartland Express, Inc. (HTLD - Free Report) : This truckload transportation company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 100% over the last 60 days.
Heartland's shares gained 27.5% over the last three months compared with the S&P 500’s decline of 5.0%. The company possesses a Momentum Score of A.
LCNB Corp. (LCNB - Free Report) : This financial holding company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.6% over the last 60 days.
LCNB’s shares gained 22.1% over the last three months compared with the S&P 500’s decline of 5.0%. The company possesses a Momentum Score of A.
Block, Inc. (XYZ - Free Report) : This fintech company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 1% over the last 60 days.
Block’s shares gained 15.0% over the last three months compared with the S&P 500’s decline of 5.0%. The company possesses a Momentum Score of B.
See the full list of top ranked stocks here
Learn more about the Momentum score and how it is calculated here.
Key Takeaways Moody's Q2 adjusted earnings per share rose 31% to $4.68, beating the $4.24 consensus estimate.Investors Service revenues jumped 25% to $1.3B, while Analytics revenues rose 4% to $925M.Moody's narrowed 2026 adjusted earnings guidance to $16.50-$17.00 and sees high-single-digit revenue growth. Moody's (MCO - Free Report) reported second-quarter 2026 adjusted earnings of $4.68 per share, which outpaced the Zacks Consensus Estimate of $4.24. The bottom line jumped 31% from the year-ago quarter.
Shares of MCO have lost almost 2% in pre-market trading on broader market weakness despite posting better-than-expected quarterly performance.
The results primarily benefited from an improvement in revenues. Steady demand for analytics and the robust performance of the Moody’s Investors Service segment supported the results. The company’s liquidity position was strong in the quarter. An increase in operating expenses acted as a headwind.
After considering certain non-recurring items, net income attributable to Moody's was $878 million, or $5.03 per share, up from $578 million, or $5.03 per share, in the prior-year quarter.
MCO’s Revenues Improve, Costs RiseQuarterly revenues were $2.19 billion, which surpassed the Zacks Consensus Estimate of $2.09 billion. The top line rose 15% year over year.
Total expenses were $1.14 billion, up 5% year over year.
Adjusted operating income of $1.21 billion surged 25% year over year. The adjusted operating margin was 55.3%, up from 50.9% a year ago.
Moody's Strong Quarterly Segment PerformanceMoody’s Investors Service revenues jumped 25% year over year to $1.3 billion. The rise was driven by broad-based impressive performance across all lines of business.
Moody’s Analytics revenues rose 4% to $925 million. The increase was driven by 2% growth in Decision Solutions, a 3% rise in Research and Insights and a 9% jump in Data and Information.
MCO’s Solid Balance SheetAs of June 30, 2026, Moody’s had total cash, cash equivalents and short-term investments of $1.5 billion, down from $1.51 billion as of Dec. 31, 2025.
The company had $6.38 billion in outstanding long-term debt.
Moody's Share Repurchase UpdateIn the first half of 2026, MCO repurchased $2.2 billion worth of shares.
MCO’s 2026 GuidanceMoody’s expects adjusted earnings in the range of $16.50-$17.00 per share, narrower than the previous guidance of $16.40-$17.00.
Moody’s projects revenues to increase in the high-single-digit percent range.
Operating expenses are expected to be in the mid-single-digit range.
Our Take on MCOMoody’s remains well-positioned for growth, driven by a solid market position, strength in diverse operations and strategic acquisitions. Elevated operating expenses and geopolitical and macroeconomic concerns are likely to hurt its financials.
Currently, Moody’s carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance & Expectations of MCO’s PeersAccenture plc (ACN - Free Report) reported third-quarter fiscal 2026 earnings of $3.80 per share, beating the Zacks Consensus Estimate by 2.7%. The metric increased 9% from the year-ago quarter.
ACN’s revenues of $18.72 billion missed the consensus mark by 0.4% but rose 6% year over year in U.S. dollars and 3% in local currency. Managed services, EMEA and communications, media, and technology aided top-line growth.
S&P Global Inc. (SPGI - Free Report) is scheduled to report first-quarter 2026 results on July 28.
Over the past seven days, the Zacks Consensus Estimate for S&P Global’s quarterly earnings has been revised lower to $4.49. The estimated figure indicates 1.4% growth from the prior-year quarter.
For the quarter ended June 2026, Moody's (MCO - Free Report) reported revenue of $2.19 billion, up 15.1% over the same period last year. EPS came in at $4.68, compared to $3.56 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.09 billion, representing a surprise of +4.43%. The company delivered an EPS surprise of +10.38%, with the consensus EPS estimate being $4.24.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Moody's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- Total external customers- Moody's Analytics: $925 million compared to the $930.16 million average estimate based on four analysts. The reported number represents a change of +4.2% year over year.Revenue- Total external customers- Moody's Investor Services: $1.26 billion versus the four-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +24.8%.Revenue- Moody's Analytics- Data and Information: $246 million versus the three-analyst average estimate of $241.36 million. The reported number represents a year-over-year change of +8.9%.Revenue- Moody's Analytics- Research and Insights: $256 million versus the three-analyst average estimate of $264.44 million. The reported number represents a year-over-year change of +2.8%.Revenue- Moody's Analytics- Decision Solutions: $423 million versus the three-analyst average estimate of $427.75 million. The reported number represents a year-over-year change of +2.4%.Revenue- Moody's Investor Services- Recurring: $369 million versus $369.5 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.Revenue- Moody's Investor Services- Transaction: $891 million versus $793.08 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +34.4% change.Revenue- Moody's Investor Services- Corporate Finance: $651 million compared to the $593.92 million average estimate based on two analysts. The reported number represents a change of +27.2% year over year.Revenue- Moody's Investor Services- Structured Finance: $151 million versus the two-analyst average estimate of $146.4 million. The reported number represents a year-over-year change of +11.9%.Revenue- Moody's Investor Services- Financial Institutions: $222 million versus the two-analyst average estimate of $212.02 million. The reported number represents a year-over-year change of +16.2%.Revenue- Moody's Investor Services- Public, Project and Infrastructure Finance: $224 million compared to the $189.12 million average estimate based on two analysts. The reported number represents a change of +38.3% year over year.Revenue- Moody's Analytics: $928 million versus $935.6 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change.View all Key Company Metrics for Moody's here>>>
Shares of Moody's have returned +10.5% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
As Warren Buffett Nears His Exit, Berkshire's Amassed Record CashMoody's NYSE: MCO reported what President and CEO Rob Fauber called a “standout second quarter,” with broad-based growth across its ratings and analytics businesses and higher select full-year guidance metrics.
On the company’s second-quarter 2026 earnings call, Fauber said enterprise revenue rose 15%, adjusted operating income increased 25%, adjusted operating margin expanded 440 basis points to 55.3%, and adjusted diluted earnings per share grew 31% to $4.68.
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These ETFs Provide Easy Exposure to Growing International Markets“I think what's most encouraging is not just the strength of the quarter, but how broad-based it was,” Fauber said.
Moody’s raised its expectations for rated issuance growth to the mid-single-digit percent range for the full year and narrowed its adjusted diluted EPS guidance to $16.50 to $17.00, increasing the midpoint to $16.75. The company also raised full-year share repurchase guidance to up to $3 billion.
Ratings Business Benefits From Strong Issuance Your Comprehensive Guide to Investing in Bank StocksMoody’s Investors Service delivered 25% revenue growth in the quarter, supported by what executives described as broad-based strength across asset classes. Transaction revenue rose 34%, and Moody’s rated more than $2 trillion of debt for the second consecutive quarter. Adjusted operating margin in MIS expanded 410 basis points from a year earlier to 68.3%.
Fauber said issuance growth was supported by several “funding deep currents,” including refinancing, AI-related investment, private credit, digital finance, energy transition and emerging markets. He highlighted a roughly $4 billion financing for Beacon Point DC, a 350 megawatt hyperscale data center campus developed by Hut 8, as an example of AI-related capital formation.
“AI is becoming one of the largest capital formation stories in the global economy,” Fauber said, adding that financing needs extend beyond data centers into power, infrastructure and other sectors.
Fauber said hyperscalers have already exceeded Moody’s 2026 issuance forecast and have issued more debt this year than in the prior three years combined. He also said that even excluding AI data center and hyperscaler activity, issuance grew double digits year to date.
CFO Noémie Heuland said rated issuance was up 33% year over year in the quarter and 20% year to date. She said results were not driven by a single market dynamic and that revenue growth outpaced issuance growth in several areas because of favorable transaction mix and larger, more complex mandates.
Recurring revenue in MIS increased 6% to $369 million, supported by pricing initiatives, new mandates and growth in monitored credit. Heuland said first-time mandates increased by about 45% and are on pace for the company’s full-year expectation of 750 to 850.
Analytics ARR Grows as Moody’s Emphasizes Workflow Integration Moody’s Analytics continued to grow recurring revenue, with annualized recurring revenue reaching approximately $3.7 billion, up nearly 9% from the prior year. Trailing 12-month retention remained at 95%. Adjusted operating margin in the segment expanded 150 basis points to 33.6%.
Heuland said Moody’s Analytics revenue increased 4% as reported, or 8% on an organic constant currency basis, following recent divestitures that closed in the second quarter. Recurring revenue grew 7% as reported, or 9% on an organic constant currency basis, and represented 99% of Moody’s Analytics revenue. Transactional revenue declined 72% year over year to about $10 million, which she said was consistent with deliberate portfolio repositioning.
Decision Solutions remained the primary growth engine in Moody’s Analytics, accounting for 44% of total ARR and growing 10%. Within that business, KYC ARR grew 13%, banking ARR grew 10%, insurance ARR grew 9%, Research and Insights ARR grew 6%, and Data and Information ARR grew 8%.
Fauber said the analytics business is focused on embedding “trusted decision-grade intelligence” into lending, underwriting, compliance and other workflows. He pointed to integrations with Amazon and Microsoft, including bringing Moody’s Connected Intelligence into Amazon Quick and launching an AI skill on Microsoft 365 Copilot Cowork.
Moody’s also said it now has more than 100 MCP and Smart API connections being used or trialed by customers. In response to an analyst question, Fauber said early demand is being driven by AI-ready research, entity data, news, economic data and credit models.
Company Highlights AI, Insurance and Banking Use Cases Fauber emphasized the role of artificial intelligence both as a driver of capital markets activity and as a component of Moody’s product strategy. He said Moody’s has more than 630 million entities in its company data estate and that proprietary ownership linkages remain one of its most heavily used data sets in KYC and across the company.
In compliance, Fauber said Moody’s AI-powered screening solutions are helping customers reduce false positive alerts by approximately 50%. He also cited a competitive win in EMEA with a Global Fortune 500 home appliance maker, where Moody’s displaced an incumbent by combining company data, credit models and intelligence screening for third-party risk management.
In insurance, Moody’s is migrating customers from on-premise modeling products to its cloud-based Intelligent Risk Platform. Fauber said a top-three U.S. auto and property insurer expanded ARR with Moody’s by nearly 60%, reflecting demand for geospatial AI integration into property underwriting and broader adoption across personal and business lines.
In banking, Fauber said Moody’s moved from proof of concept to production with a top-three Southeast Asian bank on an AI-enabled early warning solution across 19 countries, producing 20% ARR growth with that customer. He also described an expansion with a major regional bank in the Northwestern U.S. that lifted ARR by 8%.
Guidance Holds Despite Strong First Half Heuland said Moody’s is maintaining high-single-digit revenue guidance for MIS and high-single-digit ARR growth guidance for Moody’s Analytics, even after raising the issuance outlook. She said the higher issuance expectation is concentrated in project and infrastructure finance and banking, including more data center activity and frequent banking issuers, which can carry lower average revenue yields.
“The increase in volume doesn't translate one-on-one into incremental revenue,” Heuland said during the question-and-answer session.
For MIS, the company expects low-single-digit revenue growth in the third quarter as market activity slows through the summer, with fourth-quarter revenue roughly flat versus the prior year. For Moody’s Analytics, Heuland said margin expansion remains on track, with full-year adjusted operating margin guidance of 34% to 35%.
Moody’s also expanded its restructuring program envelope by $100 million and extended the program through year-end 2027. Heuland said the full program is expected to result in annualized savings of $300 million to $350 million when completed.
Free cash flow was $688 million in the quarter, up 47% year over year. Moody’s adjusted full-year free cash flow guidance to $2.7 billion to $2.9 billion, reflecting working capital expectations and restructuring costs. Heuland said the company is on track to return more than 130% of free cash flow to shareholders this year, supported by proceeds from recent portfolio actions.
Executives Cite Constructive Markets but Note Risks Asked about potential upside and downside for issuance in the second half, Fauber said stronger M&A activity, continued hyperscaler and data center issuance, controlled inflation and possible rate cuts could support further financing activity. He also noted that high-yield spreads remain tight by historical averages and that Moody’s speculative-grade default rate outlook continues to decline.
At the same time, Fauber said headline risks remain, including possible “risk-off” windows, energy flow disruptions, inflation pressure and deferred M&A. He also noted that the second half of 2025 created a difficult comparison because it was “very robust.”
“Net-net, I think we have a very constructive environment heading into the second half of the year,” Fauber said.
About Moody's (NYSE:MCO)Moody's Corporation is a global provider of credit ratings, research, data and analytics that support financial decision-making and transparency in capital markets. The company traces its origins to the early 20th century when financial analyst John Moody began publishing credit information; today Moody's is headquartered in New York and serves a broad set of market participants including investors, issuers, financial institutions, corporations, governments and regulators.
Moody's operates primarily through two complementary businesses.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Moody's Right Now?Before you consider Moody's, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Moody's wasn't on the list.
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Deadline Alert: Understanding Lead Plaintiff Selection Under the PSLRA in the First Solar Securities Action Where Shareholders Lost Over $60 Per Share Across Two Corrective Disclosures
, /PRNewswire/ -- IMPORTANT DATE: August 24, 2026. Investors who purchased First Solar, Inc. (NASDAQ: FSLR) securities between February 26, 2025 and February 24, 2026 and wish to seek appointment as lead plaintiff must file a motion by this date. Start your claim now before the deadline. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
First Solar shares suffered two significant declines during the Class Period, falling $27.67 per share (10.29%) on January 7, 2026, and an additional $33.09 per share (13.61%) on February 25, 2026, closing at $210.12. A securities class action has been filed alleging the Company and certain officers made materially false and misleading statements about First Solar's capacity to manage U.S. tariff policy impacts and the consequences of underutilizing international production facilities.
What is a Lead Plaintiff?
Under the Private Securities Litigation Reform Act of 1995, any investor who purchased FSLR securities during the Class Period may move the Court for appointment as lead plaintiff. The lead plaintiff is the investor or small group of investors selected by the Court to represent the interests of all class members. The Court typically appoints the applicant with the largest financial interest in the relief sought, provided that person otherwise satisfies the requirements of Federal Rule of Civil Procedure 23.
Lead Plaintiff Facts
Key facts every FSLR investor should know about the lead plaintiff process:
The deadline to file a motion for lead plaintiff appointment is August 24, 2026 There is no minimum loss threshold required to apply Lead plaintiffs do not pay any fees or costs out of pocket; counsel is compensated only from any recovery obtained for the class Serving as lead plaintiff gives direct oversight of case strategy, settlement negotiations, and selection of counsel Lead plaintiff applicants are not required to testify at trial in the vast majority of cases Investors who do not seek lead plaintiff status remain class members and retain the right to share in any recovery Post-Deadline Procedures
After August 24, 2026, the Court will review all lead plaintiff applications and appoint the investor or group it deems most adequate to represent the class. Appointed lead plaintiff then selects lead counsel, subject to Court approval. The case proceeds through discovery, potential motions, and either settlement or trial.
"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests in the outcome of the litigation. In the First Solar action, where combined per-share declines exceeded $60 across two corrective events, investors with meaningful losses should evaluate whether to seek this role." -- Joseph E. Levi, Esq.
Absent Class Member Rights
Investors who do not apply for lead plaintiff by August 24, 2026 are not excluded from the case. Absent class members retain the right to participate in any settlement or judgment without taking any action before the deadline. The deadline applies solely to those seeking to direct the litigation as lead plaintiff.
Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at (212) 363-7500.
ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. Investors who suffered losses have until August 24, 2026 to seek appointment as lead plaintiff. Attorney Advertising. Prior results do not guarantee similar outcomes.
Frequently Asked Questions About the FSLR Lawsuit
Q: What is the FSLR lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is August 24, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact Levi & Korsinsky before August 24, 2026 to evaluate.
Q: What if I already sold my FSLR shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
Q: What documents do I need to make a claim? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In First Solar To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in First Solar between February 26, 2025 and February 24, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that "[international] facilities remain a pain point while tariffs exist" and "underutilization at [international] facilities remains a concern." The Jefferies analyst also predicted that First Solar's deployment opportunities were likely to be more limited in 2026.
On this news, First Solar's stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.
Then, on February 24, 2026, First Solar issued a press release "announc[ing] financial results for the fourth quarter and year ended December 31, 2025." Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar's announcement, Baird Research downgraded its stock to Neutral from Outperform, citing "several question marks in forward outlook".
On this news, First Solar's stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding First Solar's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the First Solar, Inc. class action, go to www.faruqilaw.com/FSLR or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the First Solar, Inc. Securities Class Action Lawsuit:
What is the First Solar securities fraud lawsuit about?
The lawsuit alleges that First Solar, Inc. and certain executives violated federal securities laws by making false or misleading statements and failing to disclose material information regarding the impact of U.S. tariff policies, production facility utilization, and risks to the Company's projected 2026 financial performance.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired First Solar (NASDAQ: FSLR) securities during the applicable Class Period and suffered losses may be eligible to participate in the securities class action. Eligibility will depend on the specific circumstances of each investor's transactions and losses.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation. Any eligible investor may seek appointment as lead plaintiff by filing the appropriate motion with the court on or before the August 24, 2026 deadline.
What should investors do if they purchased First Solar stock during the Class Period?
Investors who purchased First Solar securities during the Class Period and experienced losses should review their legal rights and options. They may contact counsel to discuss the lawsuit, determine whether they qualify to participate, and learn more about seeking appointment as lead plaintiff before the applicable deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased First Solar securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305984
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to First Solar, Inc. ("First Solar" or the "Company") (NASDAQ:FSLR) have opportunity to lead the securities fraud class action lawsuit.
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN FIRST SOLAR, INC. (FSLR), CLICK HERE BEFORE AUGUST 24, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
What Is The Lawsuit About?
The complaint filed alleges that, between February 26, 2025 and February 24, 2026, Defendants failed to disclose to investors that: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz,
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.
If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
SOURCE The Law Offices of Frank R. Cruz, Los Angeles
It's always nice to see your stocks appreciate, but that's far from the only way to make money in the stock market. Plenty of investors build a lot of wealth over time by embracing dividend stocks and leaning on the guaranteed income they (typically) provide.
Much of the value from investing comes over time, but it's especially true for dividend investors because dividends take time to compound. If you're looking for three dividend stocks you can confidently buy and hold for the long haul, look no further than Chevron (CVX +0.60%), ExxonMobil (XOM +1.44%), and Enbridge (ENB +0.93%). They are three energy stocks with longevity you don't have to question.
Image source: Getty Images.
Chevron has a hand in many different energy pots Chevron is one of the world's largest fully integrated energy companies. It finds and extracts its own crude oil (upstream), transports and stores oil and gas (midstream), and makes final products like gasoline and diesel that people use every day (downstream).
Each segment has its own set of pluses and risks, so having a hand in all three helps keep the business stable when different segments are in different parts of a cycle. That's why Chevron has consistently been one of the go-to dividend stocks in the energy sector.
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When Chevron announced a dividend increase earlier this year, it was the 39th consecutive year that it had done so. It's not Dividend King status (a company with 50-plus years of consecutive increases), but it would be very surprising if it doesn't hit that mark in 11 years.
Chevron also has the financials (and financial discipline) that should make investors comfortable holding the stock without thinking twice. This year, it will pay out around $14 billion in dividends, less than the free cash flow it's expected to generate.
ExxonMobil's scale is a competitive advantage ExxonMobil is the largest oil company in the U.S., both in market value ($610 billion at the time of writing) and oil production. It also has upstream, midstream, and downstream operations, but what primarily sets it apart from Chevron is its footprint and focus.
Chevron's key asset is the U.S. Permian Basin, the country's largest oil-producing region, located in western Texas and parts of New Mexico. ExxonMobil's key asset is the offshore Guyana territory it operates in. ExxonMobil also focuses much more on the downstream segment, as the world's largest non-state-owned refiner. The differences mean you can own both without feeling like there's too much overlap between them.
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ExxonMobil has the lowest dividend yield among the three companies (around 2.8%), but it has produced the best total returns over the past five years by a long shot because of its stock price growth.
Its focus on high-return projects and large acquisitions (such as its $64.5 billion acquisition of Pioneer Natural Resources) has attracted investors who prefer ExxonMobil's more aggressive growth plan. Its sheer scale makes it a great dividend stock to hold on to for decades.
Enbridge is the tollbooth that keeps getting more lucrative Enbridge is more of a pure-play energy company, only operating in the midstream. It's a Canadian company that owns one of the largest pipeline networks around. It serves over 75% of North American oil refineries and transports a fifth of all of North America's natural gas.
Enbridge's business is essentially a tollbooth. It charges volume-based or fixed fees to transport products through its pipelines and other infrastructure. Some contracts may be long-term, while others are per-service, but either way, it's insulated from price fluctuations. It doesn't matter if a barrel of crude oil is $50 or $100; Enbridge collects the same fees.
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Enbridge's current dividend yield is 4.9%, which is attractive, but noticeably below the 6.4% it has averaged over the past three years. However, that's because of its stock price growth rather than a drop in its dividend. It has 31 consecutive years of dividend increases.
It would be extremely hard for competitors to replicate Enbridge's footprint. The regulatory and financial barriers give Enbridge a competitive moat that ensures longevity. It will continue being one of the more dominant midstream energy companies for quite some time.
Realty Income Corp. (O - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this real estate investment trust have returned +5.6% over the past month versus the Zacks S&P 500 composite's +0.3% change. The Zacks REIT and Equity Trust - Retail industry, to which Realty Income Corp. belongs, has gained 2.6% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Realty Income Corp. is expected to post earnings of $1.09 per share, indicating a change of +3.8% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $4.45 points to a change of +4% from the prior year. Over the last 30 days, this estimate has changed +0.3%.
For the next fiscal year, the consensus earnings estimate of $4.6 indicates a change of +3.3% from what Realty Income Corp. is expected to report a year ago. Over the past month, the estimate has changed +0.3%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Realty Income Corp..
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Realty Income Corp., the consensus sales estimate for the current quarter of $1.54 billion indicates a year-over-year change of +9%. For the current and next fiscal years, $6.27 billion and $6.78 billion estimates indicate +9% and +8.2% changes, respectively.
Last Reported Results and Surprise HistoryRealty Income Corp. reported revenues of $1.55 billion in the last reported quarter, representing a year-over-year change of +12.2%. EPS of $0.33 for the same period compares with $1.06 a year ago.
Compared to the Zacks Consensus Estimate of $1.5 billion, the reported revenues represent a surprise of +3.36%. The EPS surprise was +2.73%.
Over the last four quarters, Realty Income Corp. surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Realty Income Corp. is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Realty Income Corp.. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
Leggett & Platt (LEG - Free Report) is a stock many investors are watching right now. LEG is currently sporting a Zacks Rank #2 (Buy) and an A for Value.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. LEG has a P/S ratio of 0.37. This compares to its industry's average P/S of 0.48.
Finally, our model also underscores that LEG has a P/CF ratio of 4.78. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. LEG's P/CF compares to its industry's average P/CF of 7.99. Over the past 52 weeks, LEG's P/CF has been as high as 61.65 and as low as 3.05, with a median of 4.80.
These figures are just a handful of the metrics value investors tend to look at, but they help show that Leggett & Platt is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, LEG feels like a great value stock at the moment.
Německé akcie, měřené indexem DAX, ve středu přidaly 0,58 % na 25 155,41 b.
Dařilo se akciím výrobce letadel a letecké techniky Airbus (+7,1 %) po zveřejnění finančních cílů pro nadcházející roky, dodavateli systémů pro potravinářský, nápojový a farmaceutický průmysl společnosti GEA Group (+5,7 %) po reportu předběžných výsledků a výrobci polovodičů Infineon Technologies (+3,4 %). Naopak oslabovaly akcie energeticko-technologické společnosti Siemens Energy (-3,7 %), zřejmě v reakci na výsledky amerického konkurenta GE Vernova, které sice překonaly odhady, avšak nenaplnily vysoká očekávání investorů. Ztrácely také akcie softwarové společnosti SAP (-3,2 %) a provozovatele online realitní platformy Scout24 (-2,4 %).
Celoevropský index STOXX Europe 600 rovněž posílil, konkrétně o 0,58 % na 646,93 b. V zisku se ocitla většina sektorů, nejvíce rostly energie (+1,77 %), utility (+1,48 %) a základní materiály (+1,21 %). Naopak nejvíce oslabovaly sektory zbytné spotřeby (-0,35 %), informačních technologií (-0,29 %) a zdravotní péče (-0,19 %).
Index DAX +0,58 % na 25155,41 b. Nejsilnější akcie Změna Nejslabší akcie Změna Airbus (AIR) +7,1 % Siemens Energy (ENR) -3,7 % GEA Group AG (G1A) +5,7 % SAP (SAP) -3,2 % Infineon Technologies (IFX) +3,4 % Scout24 SE (G24) -2,4 % Deutsche Telekom (DTE) +2,1 % Bayer (BAYN) -1,4 % Merck (MRK) +2,0 % Fresenius Medical Care (FME) -1,3 % Zdroj: Bloomberg
Duke Energy (DUK - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this electric utility have returned +0.7%, compared to the Zacks S&P 500 composite's +0.3% change. During this period, the Zacks Utility - Electric Power industry, which Duke Energy falls in, has gained 1%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Duke Energy is expected to post earnings of $1.28 per share for the current quarter, representing a year-over-year change of +2.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.6%.
For the current fiscal year, the consensus earnings estimate of $6.72 points to a change of +6.5% from the prior year. Over the last 30 days, this estimate has changed +0.2%.
For the next fiscal year, the consensus earnings estimate of $7.15 indicates a change of +6.4% from what Duke Energy is expected to report a year ago. Over the past month, the estimate has changed +0.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Duke Energy.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Duke Energy, the consensus sales estimate of $7.69 billion for the current quarter points to a year-over-year change of +2.5%. The $33.66 billion and $35.49 billion estimates for the current and next fiscal years indicate changes of +4.4% and +5.4%, respectively.
Last Reported Results and Surprise HistoryDuke Energy reported revenues of $9.18 billion in the last reported quarter, representing a year-over-year change of +11.3%. EPS of $1.93 for the same period compares with $1.76 a year ago.
Compared to the Zacks Consensus Estimate of $8.42 billion, the reported revenues represent a surprise of +8.97%. The EPS surprise was +7.82%.
Over the last four quarters, Duke Energy surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Duke Energy is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Duke Energy. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Let's take a look at what these Wall Street heavyweights have to say about Unity Software Inc. (U - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Unity Software currently has an average brokerage recommendation (ABR) of 1.73, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 26 brokerage firms. An ABR of 1.73 approximates between Strong Buy and Buy.
Of the 26 recommendations that derive the current ABR, 16 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 61.5% and 3.9% of all recommendations.
Brokerage Recommendation Trends for U
Check price target & stock forecast for Unity Software here>>>
While the ABR calls for buying Unity Software, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is U Worth Investing In?In terms of earnings estimate revisions for Unity Software, the Zacks Consensus Estimate for the current year has increased 5.6% over the past month to $1.03.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Unity Software. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for Unity Software may serve as a useful guide for investors.
The second quarter of 2026 is expected to have extended the artificial intelligence buildout that has become the defining catalyst for Internet stocks, with monetization trends, cloud demand and agentic commerce infrastructure likely driving sentiment more than any single quarter's headline numbers. Hyperscalers entered the quarter with aggressive spending commitments already firmly in place, setting up an environment where the real test was whether that enormous spending was translating into durable, visible revenue growth.
Drawing on our proprietary research and market insight, we’ve identified four Internet stocks — Block (XYZ - Free Report) , Unity Software (U - Free Report) , Amazon (AMZN - Free Report) and Arista Networks (ANET - Free Report) — that appear well-positioned to beat earnings estimates this season.
AI Capex and Cloud MomentumCombined 2026 capital expenditure plans from Amazon, Alphabet, Meta and Microsoft stood at roughly $720-$725 billion, up sharply from the prior year, and were expected to keep flowing into the second quarter as demand for compute continued outpacing supply. Alphabet's $180-$190 billion full-year capex outlook, tied to accelerating Google Cloud demand, is expected to have supported continued double-digit cloud growth through the quarter. Microsoft's Azure momentum and a rapidly expanding annualized AI revenue run rate were likewise expected to carry into the second quarter, alongside a $625 billion commercial bookings backlog signaling durable enterprise AI commitments. Amazon Web Services, coming off its fastest growth in 15 quarters, was projected to keep accelerating on rising Bedrock adoption and a swelling order backlog. Meta's widened $125-$145 billion capex guidance and the newly debuted Muse Spark foundation model pointed to a consumer AI push expected to intensify through the quarter, even as Reality Labs losses continued to weigh on margins.
Digital Advertising and Agentic CommerceAdvertising is expected to have remained the sector's most dependable growth driver in the second quarter, with Gemini integrations across Search continuing to lift ad conversion and Amazon's Rufus AI shopping prompts and connected TV inventory projected to sustain double-digit advertising growth. A newer theme is expected to have gained real traction as the quarter progressed: agentic commerce. Google's AI Mode, already reaching roughly one billion monthly users, and its Universal Commerce Protocol, drawing participation from Shopify, Etsy, Walmart, Visa and Stripe, positioned AI assistants to begin transacting directly with merchants. Analysts increasingly framed agentic shopping as a large multi-trillion-dollar opportunity by 2030, a trend expected to gather momentum through the second quarter and beyond.
Sentiment entering the quarter is expected to stay selective, rewarding strong cloud results while penalizing heavy infrastructure spending without matching revenue proof. A reported delay to Alphabet's Gemini 3.5 Pro model briefly unsettled sentiment during the quarter and drew securities-law scrutiny, underscoring how closely investors were tracking AI model execution alongside spending. Even so, steadily expanding enterprise cloud backlogs, accelerating ad yields and steady consumer engagement are expected to keep the broader narrative constructive as the quarter progressed toward actual second-quarter earnings, due from Alphabet, Microsoft, Meta and Amazon across late July.
Taken together, the second quarter suggested the Internet sector is moving past the "is AI real" debate into a phase focused on monetization discipline and agentic commerce infrastructure. With advertising resilient and AI-native shopping scaling toward mainstream adoption, Internet stocks appear positioned to sustain momentum into third-quarter earnings, provided the industry's infrastructure bet keeps converting into durable revenue growth.
How to Make the Right Pick?With the presence of several industry participants, finding the right software stocks with the potential to beat on earnings can be daunting. Our proprietary methodology, however, makes this task fairly simple.
You could narrow down your choices by looking at stocks that have the perfect combination of two key elements — a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Earnings ESP is our proprietary methodology for determining stocks that have the maximum chances of beating estimates in their next earnings announcement. It is the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate.
Our research shows that for stocks with this favorable mix of ingredients, the odds of a positive earnings surprise are as high as 70%.
Best BetsGiven below are four Internet stocks that have the favorable combination to beat on earnings this reporting cycle:
Block is scheduled to report second-quarter 2026 results on Aug. 5. Management guided to roughly $3.04 billion in gross profit, $740 million in adjusted operating income, and 86 cents adjusted EPS, alongside a raised full-year outlook reflecting broadening momentum across Cash App and Square. In April, Block expanded its global Uber partnership, extending Square's native Uber Eats integration internationally while launching Cash App Pay across Uber platforms in the United States, widening merchant and consumer reach. Through May and June, AI tools including MoneyBot and ManagerBot scaled toward full seller rollout, while Square Financial Services introduced high-yield savings for sellers. New commerce wins with Sherwin-Williams, Sofive and Ladurée Canada further validate Square's platform, reinforcing durable, multi-pronged ecosystem expansion heading into the quarter.
The Zacks Consensus Estimate for second-quarter earnings has remained steady at 86 cents per share in the past 30 days. The company currently has an Earnings ESP of +0.23% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Unity Software is scheduled to report second-quarter 2026 results on Aug. 6. Unity Software's growth path into the second quarter looks encouraging, anchored in a reshaped, higher-margin business. April's extended multi-year partnership with Meta strengthens Unity Software's grip on VR development tools, while the planned sunset of the ironSource Ads Network signals continued portfolio discipline. May brought Bernard Kim's board appointment, adding gaming-platform leadership experience, alongside management's guidance for strategic revenue growth of 29-32% year over year, with Strategic Grow accelerating 50-52% on Vector's momentum. Management targets Vector exiting 2026 at an annualized run rate above $1 billion. June's rollout of direct-to-consumer capabilities within Unity IAP broadens developer monetization options. With cash reserves of $2.15 billion and disciplined spending, these developments support management's outlook for GAAP profitability by year-end, underscoring continued positive momentum heading into the quarter.
The Zacks Consensus Estimate for second-quarter earnings has remained steady at 24 cents per share in the past 30 days. The company currently has an Earnings ESP of +2.74% and sports a Zacks Rank #1.
Amazon is set to report second-quarter 2026 results on July 30. The company’s second-quarter momentum is likely to have been shaped by an expanding artificial-intelligence and retail ecosystem. AWS entered the quarter carrying strong customer demand for Trainium chips, reinforced by Anthropic's April commitment to secure up to five gigawatts of current and future generations of Trainium capacity, alongside expanded NVIDIA GPU deployments and a Cerebras inference collaboration. In May, the company unified Rufus and Alexa+ into Alexa for Shopping, extending agentic commerce across its U.S. customer base without requiring Prime membership. June brought Prime Day across 26 countries, with record same-day and next-day delivery speeds, plus AWS' "What's Next" event introducing Amazon Quick and Bedrock Managed Agents built with OpenAI. Together, these developments point to broadening cloud, AI and retail engagement supporting continued growth.
The Zacks Consensus Estimate for second-quarter earnings has remained steady at $1.82 per share in the past 30 days. The company currently has an Earnings ESP of +0.16% and a Zacks Rank #2.
Arista Networks is scheduled to report second-quarter 2026 results on Aug. 4. The company is expected to have benefited from broadening structural demand for AI networking infrastructure. Management guided second-quarter revenues to approximately $2.8 billion, with a non-GAAP operating margin of 46-47% and non-GAAP EPS near 88 cents, signaling sustained momentum into the AI supersystem era. In May, the company raised its full-year 2026 revenue outlook to $11.5 billion and lifted its AI networking target to $3.5 billion, reflecting confidence in widening hyperscaler and enterprise adoption. April's investor engagement calendar reinforced visibility into this expanding pipeline. In June, Arista unveiled the 7060XE7 Series, extending its Etherlink portfolio with 1.6-terabit platforms built for rack-scale AI fabrics. Alongside a 2026 Net Promoter Score of 89, these developments support a constructive outlook for continued AI-led networking expansion.
The Zacks Consensus Estimate for earnings has moved north by 1.1% to 89 cents per share in the past 30 days. The company currently has an Earnings ESP of +3.08% and a Zacks Rank #2.
Aftermath Silver Ltd (TSX-V:AAG, OTCQX:AAGFF, FRA:FLM1) announced that it has started drilling at the eastern edge of its Berenguela project in Peru to test for high-grade copper mineralization beyond the current mineral resource estimate, while also launching a drill program at its Challacollo silver-gold project in northern Chile.
The company said the Berenguela program will initially include up to 1,000 metres of core drilling targeting an eastern copper zone, following previous drill results that intersected high-grade copper and silver mineralization. The program may be expanded depending on results.
Shares of Aftermath gained 6.2% in Toronto on Wednesday morning.
Aftermath Silver CEO Ralph Rushton said the company is investigating the potential for additional high-grade copper mineralization outside the current resource area after encouraging drilling results from 2024 and 2025.
"Our previous drilling in 2024/2025 on the eastern margins of the MRE was extremely positive and with the copper spot price close to its all-time high I look forward to reporting on the results of the drilling later this year," Rushton said in a statement.
At the Challacollo project in Chile's Region I, Aftermath has begun an initial five-hole, approximately 800-metre diamond drilling program aimed at expanding the existing silver-gold resource and testing additional exploration targets.
The company said the program will target extensions of known veins, previously identified but untested veins, and selected reverse circulation holes to gather additional geological and metallurgical information. Drilling will focus on the Lolón North, Lucy North and Palermo North target areas.
Rushton said the Challacollo campaign is intended to increase the company's exposure to silver alongside its flagship Berenguela project. "Our objective at Challacollo is to expand and increase the mineral resource and this is the first step toward that goal," he said.
According to a 2020 NI 43-101 technical report, the Challacollo project hosts indicated mineral resources of 6.64 million tonnes containing 35.15 million ounces of silver and 58,000 ounces of gold, along with inferred resources of 2.8 million tonnes containing 11.14 million ounces of silver and 15,000 ounces of gold.
Varon Corp (OTCID:OZSC) announced that Ballislife Drink Inc, its joint venture with Varon USA and Ballislife Inc, has signed a multi-year exclusive deal giving an Alberta-based company that controls Shoot 360 Canada distribution rights across the country.
The agreement supports the nationwide rollout of Ballislife HYDRO Sports Drink in Canada and begins with an opening purchase order valued at approximately C$100,000, representing nearly 65,000 cans.
It includes progressively increasing annual minimum purchase commitments aggregating to C$13.75 million over its initial five-year term.
Shoot 360 describes itself as the world's leading immersive basketball training experience, combining in-person player development with technology, digital gamification and virtual competition. Its network includes more than 50 locations worldwide and provides coaching and data-driven training for basketball players of varying ages and skill levels.
Ballislife Drink will retain certain strategic distribution rights under the agreement, giving the company flexibility to pursue select opportunities while its new partner leads the broader national rollout.
Although Ballislife HYDRO's commercial launch has initially focused on the US, the opportunity originated through inbound interest from the team behind Shoot 360's Canadian expansion.
The company said the combination of Ballislife's audience and cultural influence with Shoot 360's player-development network creates a differentiated foundation for introducing HYDRO to Canadian consumers and retailers.
"Ballislife has built one of the most recognizable and influential brands in basketball, and we saw an opportunity to introduce HYDRO to a market where that brand already resonates," said Fadi Smaidi, who is leading Shoot 360's expansion in Canada.
"Shoot 360 is built around helping athletes improve through coaching, technology and community, while Ballislife has become an important voice within basketball culture. We believe HYDRO fits naturally within that environment and has significant potential with Canadian players, families, fans and retailers."
Benjamin Schubert, CEO of Varon Corp (OTCID:OZSC), said the agreement was “particularly meaningful” given its origination.
"Ballislife HYDRO had not yet formally launched in Canada, but the strength of the Ballislife platform had already created interest from an organization deeply connected to the country's basketball community. We believe that speaks to the recognition Ballislife has built beyond the United States and the momentum HYDRO is beginning to generate."
The deal delivers immediate revenue from the initial order, Varon president and CFO Lior Srulovicz noted.
"For an emerging consumer brand, an important milestone is converting recognition and consumer interest into contracted commercial growth," Srulovicz said. "This agreement provides immediate revenue through the initial purchase order while establishing a framework for significant expansion over the coming years. More broadly, it validates the ecosystem we are building around Ballislife HYDRO."
OZOP and Varon Corp (OTCID:OZSC) are working through standard steps ahead of closing the previously disclosed transaction between the two companies.
Shares of OZOP gained nearly 20% at the opening bell on Wednesday.
Jefferies believes detailed data on AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) experimental lung drug tozorakimab could more than compensate investors for the recent failure of a separate heart trial.
The bank has reiterated its buy rating and 17,500p price target, implying 41% upside from the current 12,380p, and flagged the 8 September presentation at the European Respiratory Society congress as the key catalyst.
The collapse of the CARDIO-TTRansform study stripped $4 billion from Jefferies' longer-term forecasts and cut roughly 30 basis points from its estimated growth rate for 2027 to 2030.
Analyst Michael Leuchten argues that loss is recoverable and that the market is underappreciating what tozorakimab could add.
The drug targets IL-33, an inflammatory signalling protein released when lung tissue is damaged by smoke or infection, and would be the first medicine of its kind approved for chronic obstructive pulmonary disease, a progressive condition that narrows the airways.
Three trials have already reported positive headline results, but the underlying numbers have not been published.
What matters commercially is breadth of label.
Existing biologic treatments such as Sanofi and Regeneron's Dupixent work mainly in patients with high eosinophil counts, a type of white blood cell, which restricts them to somewhere between 10% and 40% of the patient population.
Because IL-33 acts further upstream, tozorakimab could work regardless of eosinophil levels, opening the door to current smokers and patients with low counts who have no approved biologic option.
Jefferies' statistical modelling suggests the drug is likely delivering at least a 30% reduction in flare-ups among former smokers, comfortably competitive with Dupixent, with a signal in other subgroups.
On that basis, the bank puts peak sales at more than $5 billion beyond 2030, against consensus of $2.9 billion for 2032.
It also cautions that AstraZeneca will need more than one drug in the category, with roughly half the rival pipeline of dual-target antibodies originating in China and progressing quickly.
Uber logo is seen in this illustration taken July 16, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJuly 22 (Reuters) - A federal judge has ruled that New York City cannot prohibit Uber Technologies (UBER.N), opens new tab and Lyft (LYFT.O), opens new tab from deactivating drivers from their apps without advance notice, ruling that the novel law is unconstitutional.
U.S. District Judge Gregory Woods in Manhattan said in a written ruling on Tuesday that the city's law adopted earlier this year benefits a small fraction of drivers while interfering with the ride-hailing companies' right to police the safety of their platforms.
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"Uber and Lyft are likely to succeed in showing that the law protects a narrow class of drivers and does not advance the broader social or economic interest which the U.S. Constitution requires to permit the severe impairment of their contracts," Woods wrote.
The judge issued a preliminary injunction blocking the city from enforcing the law, which was set to take effect July 28, pending the outcome of consolidated lawsuits filed by the companies last month.
Lyft said in a statement provided by a spokesperson that "we're pleased the court recognized the serious safety concerns at the heart of this challenge."
Separately, Uber spokesman Josh Gold said: "The opinion underscores that driver fairness and rider safety can and must go hand in hand.”
The New York City Law Department did not immediately respond to requests for comment.
The law, one of the first of its kind inthe U.S., was passed in January after the New York City Council overwhelmingly overrode a veto by former Mayor Eric Adams, a Democrat. Adams had said, opens new tab that the law would create an expensive and unwieldy new bureaucracy to handle wrongful deactivation claims.
The law requires that ride-hailing services give drivers 14 days' notice before deactivating them from apps, with an exception for "egregious misconduct," and potentially rehire drivers deactivated since 2019 solely because they did not receive such notice.
Uber and Lyft in lawsuits filed a day apart in June said that the law violated their due process and free speech rights under the U.S. Constitution. They said the law threatened to undermine their reputation and goodwill while keeping unsafe drivers, including those accused of sexual misconduct, on the road.
Reporting by Daniel Wiessner in Albany, New York; Editing by Alexia Garamfalvi and Mark Porter
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Dan Wiessner (@danwiessner) reports on labor and employment and immigration law, including litigation and policy making. He can be reached at [email protected].
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Bristol Myers Squibb (BMY - Free Report) New York-based Bristol Myers is one of the leading global specialty biopharmaceutical companies focused on developing treatments targeting severe diseases. Blockbuster immuno-oncology drug Opdivo maintains momentum on consistent label expansions. The company’s efforts to revive its portfolio amid generic competition for legacy drugs like Revlimid, Pomalyst, Sprycel and Abraxane are impressive.
BMY is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Medical stock. BMY has a Momentum Style Score of B, and shares are up 9.7% over the past four weeks.
Eight analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.02 to $6.34 per share. BMY also boasts an average earnings surprise of +16.5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BMY should be on investors' short list.
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Newly Public Memory-Chip Maker SK Hynix Soars Nearly 14%, Leads 18 To Today's Best Stock Lists
Super Micro Soars Late On Booming Margins, Orders; Dell, HP Enterprise Also Rally
Stock Market Rally Defies Rising Oil, Bond Yields; Chips Lead As Seagate, Micron Make Bullish Moves Micron Technology (MU) stock showed some positive signs on Tuesday, closing 12.17% higher on the day and breaking above its 50-day moving average. It's holding those gains so far, despite a market pullback. Shares of the memory chips and storage maker have been under pressure for the last month. But they seem to have found support at the 800 level.…
SummaryMicron Technology, Inc. remains a volatile but fundamentally strong AI-driven memory leader, with persistent HBM shortages driving its recent surge.Despite recent corrections, MU’s risk-reward profile is now more attractive, supported by robust demand and favorable technicals above EMA50.Valuation remains reasonable: non-GAAP P/E at 13.2x (17% below sector median), with forward EV/Sales elevated.Hyperscaler capex trends are the key forward risk, and I think any pullback from major customers could materially impact MU’s demand outlook.I hereon share my sentiment on MU stock and why I think the risk-reward is favorable at current levels. eugenesergeev/iStock via Getty Images
Past coverage, and where I went wrong: Micron Technology, Inc. (MU) has been on thin ice lately. The conversation around the AI trade, and rather the sustainability of it, has become a central focal point for investors
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways Intuitive Surgical kept full-year procedure growth guidance despite slower U.S. da Vinci procedures.ISRG expanded operating margin and raised gross margin outlook on cost cuts and manufacturing efficiencies.Intuitive Surgical's advanced AI software, robotics and international expansion will support long-term growth. Intuitive Surgical (ISRG - Free Report) continues to command a valuation premium over the medical technology industry, though that premium has narrowed significantly. The stock currently trades at 9.89X forward 12-month sales, its lowest level in the past 18 months compared with a historical median of 15.89X, while the industry trades at 3.77X. The compressed multiple reflects investor concerns over moderating U.S. procedure growth, but the company's latest results suggest its long-term competitive advantages remain intact.
The key overhang is slowing procedure growth. U.S. da Vinci procedures rose 12% in the second quarter, below recent trends, as management cited deferred benign surgeries due to changes in ACA premium subsidies and the law of large numbers. However, the company maintained its full-year procedure growth guidance of 13.5-15.5%, expecting results near the midpoint, indicating confidence that deferred demand will eventually return.
Meanwhile, profitability continues to strengthen. Second-quarter adjusted gross margin expanded 30 basis points (bps) to 70% and adjusted operating margin expanded 330 bps to 42%, supported by product cost reductions, operating leverage and robust adoption of da Vinci 5. Management also raised its full-year gross margin outlook by 50 bps to 68-69%, highlighting the ability of the business to offset inflationary pressures through scale and manufacturing efficiencies.
Beyond procedures, Intuitive Surgical is widening its competitive moat through software and ecosystem expansion. The company rolled out the first wave of more than 100 planned da Vinci 5 software updates, renewed its My Intuitive+ AI-enabled digital platform without customer opt-outs and continues to invest heavily in AI and workflow automation. Product innovation remains robust with continued momentum in SP and Ion, expansion of XiR into cost-sensitive markets, development of a next-generation GI robotic platform and new cardiac-specific technologies.
Geographic diversification also provides an important growth lever. While China remains challenging, strong momentum in Europe, India, Japan and other international markets, coupled with favorable reimbursement changes and broader robotic adoption, supports long-term expansion. Investments in new indications, higher-value software offerings and next-generation robotics reinforce Intuitive Surgical's durable growth profile. Although near-term procedure moderation may keep valuation multiples below historical peaks, the company's innovation engine, recurring revenue model and expanding global footprint justify its continued premium over industry peers.
Peer UpdatesGlaukos (GKOS - Free Report) continues to command a premium valuation, trading at 12.54X forward sales, well above its five-year median of 9.9X and the industry's 3.77X, reflecting investors' confidence in its ability to create entirely new ophthalmology markets. The first quarter reinforced this narrative with 41% revenue growth, driven by rapid adoption of iDose TR, a raised full-year revenue outlook and the commercial launch of Epioxa. Management believes Epioxa can become another transformational growth platform. Beyond these launches, an expanding clinical pipeline, growing reimbursement support, international glaucoma expansion and a disciplined focus on operating leverage strengthen the long-term investment case. While execution risks around Epioxa reimbursement and competitive pressures remain, sustained innovation, multiple growth drivers and a diversified ophthalmology portfolio support Glaukos' ability to justify its premium valuation over time.
IDEXX Laboratories (IDXX - Free Report) trades at 8.81x forward sales, below its five-year median of 10.14x but still well above the industry's 3.77x, reflecting its durable competitive advantages in veterinary diagnostics. The first quarter demonstrated why investors continue to assign a premium, as the company delivered 14% reported revenue growth, expanded operating margins and raised full-year guidance despite declining clinic visits. Growth continues to be driven by higher diagnostics utilization, premium instrument placements, expanding recurring revenues, cloud-based software adoption and AI-enabled innovations such as inVue Dx and Cancer Dx. High customer retention, increasing international penetration and continued software integration further reinforce recurring revenue visibility. Although softer wellness visits remain a near-term headwind, IDEXX's innovation-led ecosystem, pricing power and expanding diagnostics penetration position the company to sustain a premium valuation relative to peers over the long run.
ISRG’s Price Performance, Valuation and EstimatesShares of ISRG have lost 38.2% so far this year compared with a 16.3% decline for the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, Intuitive Surgical trades at a forward price-to-sales of 9.89X, above the industry average. It is trading close to its five-year low of 9.66X. ISRG carries a Value Score of D.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Intuitive Surgical’s 2026 earnings implies a 17.3% rise from the year-ago period’s level.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways AMC delivered record quarterly revenues and adjusted EBITDA due to stronger attendance and operating leverage.AMC improved financial flexibility by refinancing debt and extending major maturities to 2029 or later.Premium formats, loyalty programs and higher per-patron spending continue to support AMC's profitability. AMC Entertainment Holdings (AMC - Free Report) delivered a historic second quarter, reporting the highest revenues and adjusted EBITDA in its 106-year history. While a stronger movie slate fueled industrywide recovery, the bigger question for investors is whether the company can sustain this profitability as the box office continues to rebound.
The answer depends on more than ticket sales. Management emphasized that record adjusted EBITDA of $321.4 million was driven by a combination of higher attendance, disciplined cost control and improved operating leverage. Revenues rose 14.2% year over year to nearly $1.6 billion, while adjusted EBITDA surged 70%, reflecting AMC's ability to convert incremental revenues into stronger earnings. The company also generated $190.1 million in free cash flow during the quarter.
AMC believes its operational improvements have made the business structurally stronger than before the pandemic. The company has optimized its theater portfolio, expanded premium large-format screens, increased food and beverage spending per patron and strengthened customer engagement through its AMC Stubs loyalty and A-List subscription programs. These initiatives have enabled AMC to post higher EBITDA than in 2019 despite operating fewer theaters and serving fewer guests.
The balance sheet is also improving. During the quarter, AMC refinanced debt, reduced leverage, extended major debt maturities to 2029 or later and expects lower annual interest expense going forward. Combined with a cash balance of $778 million, these steps provide greater financial flexibility.
Looking ahead, management remains optimistic as a strong film pipeline is expected to support continued box-office recovery. However, maintaining record EBITDA will require AMC to keep executing on cost discipline, premium offerings and higher per-patron spending even if box-office growth moderates. Those operational gains, rather than blockbuster releases alone, will determine whether the company can continue setting new profitability records.
How Do AMC's Rivals Compare in the Box Office Recovery?AMC is not the only exhibitor benefiting from the improving theatrical landscape. Cinemark Holdings (CNK - Free Report) has also capitalized on stronger movie attendance by maintaining disciplined cost controls and expanding premium experiences such as XD auditoriums. Its consistent focus on operational efficiency allows Cinemark Holdings to generate healthy margins while investing selectively in theater upgrades and customer experience.
Another key competitor, Marcus Corporation (MCS - Free Report) , continues to strengthen its theater business through premium screens, enhanced food and beverage offerings, and loyalty initiatives. Although its theater footprint is smaller than AMC's, Marcus has emphasized prudent capital allocation and expense management to improve profitability as moviegoers return.
AMC, however, stands out with its unmatched scale, extensive premium-format network and large AMC Stubs and A-List membership base. These advantages, combined with its ongoing debt reduction and focus on boosting per-patron spending, could help AMC maintain stronger EBITDA growth if the global box office recovery continues and the upcoming film slate remains robust.
AMC’s Price Performance, Valuation & EstimatesShares of AMC have surged 41% in the past six months against the industry’s 4.5% decline.
AMC’s Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, AMC trades at a forward price-to-sales (P/S) multiple of 0.36, below the industry’s average of 2.65.
AMC’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The consensus estimate for AMC’s 2026 loss per share indicates a 76.04% year-over-year improvement.
Image Source: Zacks Investment Research
AMC’s Zacks RankAMC currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options
If you purchased or acquired Class A or Class C Zillow common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Zillow's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Zillow class action, go to www.faruqilaw.com/Z or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Zillow Securities Class Action Lawsuit:
What is the Zillow securities fraud lawsuit about?
The lawsuit alleges Zillow misrepresented its agreement with Redfin as a partnership, understated antitrust and regulatory risks, and downplayed potential legal exposure, making statements about its business and prospects allegedly misleading.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Zillow Class A or Class C common stock (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 10, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Zillow stock during the Class Period?
Investors should review their transaction records, preserve relevant documents, and evaluate their legal options. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Zillow securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305992
Source: Faruqi & Faruqi LLP
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New York, New York--(Newsfile Corp. - July 22, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/Z.
Zillow Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.What's Next for Zillow Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/Z, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zillow Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301095
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/Z.
Zillow Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business;as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. What's Next for Zillow Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/Z. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zillow Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: Z, ZG).
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZILLOW GROUP, INC. (Z, ZG), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 10, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.
What Is The Lawsuit About?
The complaint filed alleges that, between February 11, 2025 and May 7, 2026, Defendants failed to disclose to investors that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com
Key Takeaways MercadoLibre's network topped 50 facilities and handled 55% of first-quarter 2026 shipments.Same- and next-day shipments rose 39% to 199 million, while network penetration reached 95.5%.Brazil shipping costs fell 17% as density, utilization, routing and technology improved efficiency. MercadoLibre, Inc.’s (MELI - Free Report) continues to fortify its competitive position in Latin America through strategic investments in its logistics infrastructure. The company’s managed fulfillment network has emerged as a primary engine driving operational efficiency and customer retention across key regional markets. Management described fulfillment as central to its competitive position because it enables end-to-end control of the shopping experience while improving service quality, customer satisfaction and conversion.
The network has expanded to more than 50 facilities and handled 55% of total shipments in the first quarter of 2026, while same- and next-day shipments climbed 39% year over year to 199 million, reflecting the company’s ability to process rapidly growing order volumes. The acceleration has been particularly notable in Brazil, where logistics investments continue to support marketplace expansion. Overall managed network penetration expanded to 95.5%, illustrating deep integration across seller channels.
The significance extends beyond speed. MercadoLibre emphasized that greater shipment density is steadily lowering unit shipping costs even as volumes continue to surge. Management highlighted a 17% year-over-year reduction in shipping costs in Brazil (in local currency), driven by better facility utilization, route optimization, technology improvements and greater use of its slow-shipping network.
These efficiency gains are helping offset the economics of expanded free-shipping initiatives while maintaining high service standards. Rather than viewing fulfillment as a cost center, MercadoLibre increasingly treats it as a structural advantage that strengthens buyer retention, improves seller competitiveness and expands e-commerce adoption across Latin America.
What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 14.8% over the past six months compared with the industry’s 2.3% decline. While Amazon shares have jumped 3.5%, Sea Limited has fallen 14.9% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 35.66, higher than the industry average of 22.07. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 25.82) and Sea Limited (21.26).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.
Image Source: Zacks Investment Research
MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The math of moving Middle East crude to global markets got dramatically worse this week. On Tuesday, only three commodity vessels transited the Strait of Hormuz, the lowest daily count since early May, and by early Wednesday the waterway showed no observable traffic at all. That was already the story oil traders were bracing for as the reignited U.S.-Iran war grinds into its second week. Then a second front opened. Yemen’s Houthi militant group declared it would deny safe passage through the Bab el-Mandeb Strait to any vessel calling at Saudi Arabian ports, putting the alternative route Saudi Arabia had been leaning on under direct threat.
The evidence is showing up in tanker tracks, not press releases. The LPG tanker Gas King, after loading at the Saudi port of Yanbu, reversed course to exit via the Suez Canal instead of continuing south. The supertanker New Explorer, carrying Saudi oil bound for Singapore, is idling in the Red Sea showing a “not under command” status. The Aframax vessel Lahore halted after picking up a Saudi cargo. The picture is fluid: the Chinese VLCC Xin Long Yang, which had earlier U-turned, has since reversed again and resumed its original route toward Bab el-Mandeb. Some Asian buyers are still sending ships in, hoping to complete pickups before the window closes.
Why the Red Sea Route Suddenly Matters More The Bab el-Mandeb corridor became the industry’s insurance policy after Hormuz risk went vertical. Saudi Arabia was exporting record volumes from its Red Sea terminals just before the Houthi threat emerged, roughly 5.9 million barrels a day from the two Yanbu terminals in the week ending July 17. That is a large, currently-flowing volume of crude now sitting behind a maritime question mark. The Joint Maritime Information Center warned late Tuesday that “the Houthis have completed preparations to attack shipping, including the deployment of missiles and drones.”
Rerouting carries real costs. Shifting Yanbu-to-Asia flows around Africa instead of through the Red Sea could affect several million barrels a day and add roughly a month of transit time for some Asian refiners’ cargoes. That is a working-capital shock and a physical-inventory shock at the same time.
What the Market Is Pricing Crude has moved accordingly. Brent crude futures are up more than 25% this month, and both benchmarks jumped again on the tanker news, with WTI trading near $88 and Brent near $95 as of Wednesday’s reporting. That is a sharp reversal from mid-July, when Brent had drifted back to $81.62 on July 13 and WTI to $79.20. The May playbook, when WTI briefly touched $112.25, is being pulled off the shelf.
The pain is already leaking to the pump. U.S. regular gasoline jumped $0.15 in a single week to $4.00 a gallon on July 20, reversing a month-long slide and pushing prices back into the 76.9th percentile of the past year. The May peak was $4.50.
What to Watch The chokepoint remains open. Loadings at Yanbu were still continuing as of Wednesday, and vessels are making individual calls in real time. Oil futures will keep swinging on headlines, but the signal to watch is the daily transit count at both Hormuz and Bab el-Mandeb over the next two weeks, and whether the Houthis follow through on a single high-profile Saudi-linked tanker. If both chokepoints stay constrained into August, the EIA’s May scenario, in which global oil inventories decrease by 2.6 million barrels per day this year, starts to look optimistic rather than cautionary.
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Doubt the Market? 3 Stocks to Rideout Fear, Uncertainty and DoubtPhilip Morris International NYSE: PM reported what management described as a “very strong” second quarter, with growth led by its international smoke-free products business and a better-than-expected performance in combustibles.
Emmanuel Babeau, the company’s group chief financial officer, said Philip Morris generated 8% organic net revenue growth and 11% organic operating income growth in the quarter. Adjusted diluted earnings per share rose 15% in dollar terms to $2.20, including a $0.03 favorable currency impact.
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3 Dividend Kings Outshining the Market in 2025Quarterly net revenue exceeded $11 billion for the first time, Babeau said. Adjusted gross profit rose 8.7% organically, while adjusted operating income increased nearly 11% organically to $4.8 billion.
For the first half, Philip Morris reported total shipment volume growth of 0.4%, organic net revenue growth of 5.3% and adjusted operating income growth of 6.1% organically. Adjusted diluted EPS for the first half reached $4.16, up 15.6% in dollar terms.
Smoke-Free Products Remain Key Growth Driver 3 Stocks Lifting 2025 Guidance Despite Market JittersBabeau said the company’s international smoke-free business delivered “outstanding” first-half results, with organic net revenue growth of 13.7% and gross profit growth of 16.9%. Gross margin for the segment expanded 190 basis points to 70%.
IQOS adjusted in-market sales volume rose 5% in the second quarter, including what management called expected transitory headwinds from an April excise increase in Japan and a characterizing flavor ban in Poland. Excluding Japan and Poland, IQOS growth was 10.2% in the quarter and more than 11% in the first half.
Babeau cited strong performance in established IQOS markets such as Italy, Greece and Romania, as well as momentum in newer markets including Saudi Arabia, the Philippines, Mexico and Taiwan. He said IQOS maintained an approximately 76% global share of the heat-not-burn category in the first half.
VEEV also continued to grow, with e-vapor shipments rising 55% in the second quarter and 72% in the first half. Babeau said VEEV is now the leading brand in Europe within closed pod and combined pods and disposables.
International ZYN shipment volume rose 6% in the first half, or 32% excluding the Nordics. Babeau said the brand continued to gain share in small but fast-growing international nicotine pouch markets, including the U.K., Pakistan, Poland, Greece and the Philippines.
U.S. ZYN Business Improves Sequentially In the U.S., Philip Morris reported a significant sequential improvement from a difficult first quarter. Babeau said U.S. net revenue rose 38% sequentially and adjusted gross profit increased 46%, largely reflecting a 25% sequential increase in ZYN shipments and reduced sales promotion ahead of new product launches.
Year over year, U.S. segment net revenue declined nearly 1%, driven by cigar declines and unfavorable phasing in the wellness business, while ZYN net revenue was broadly flat. ZYN shipments rose 2% to 2.9 billion pouches, despite an inventory restocking tailwind in the prior-year period.
Babeau said ZYN remains the “clear premium leader” in the U.S. nicotine pouch category, with a retail value share of around 57%. He said recent category share performance has been affected by competitive gaps in higher-strength and flavor segments, as well as an elevated price premium.
The company has begun addressing those gaps with new products, including ZYN Ultra in nine- and 11-milligram moist variants, which contain 20 pouches per can. Philip Morris also plans to introduce 1.5-milligram and eight-milligram dry formats in the third quarter.
During the question-and-answer session, Babeau told Goldman Sachs analyst Bonnie Herzog that the first two weeks of ZYN Ultra sales were encouraging but cautioned against drawing conclusions too early. He said the 1.5-milligram offering is intended to help smokers try the category “in the most favorable possible condition.”
The company also plans to increase U.S. investment in the second half, including marketing, distribution, in-store execution and preparation for a potential IQOS ILUMA launch, subject to FDA action. Babeau said the new “When it Clicks” ZYN campaign is designed to build brand engagement and consumer relevance.
Combustibles Outperform Expectations Philip Morris’ combustible business exceeded management’s expectations in the quarter. Cigarette shipments rose 1.1% in the second quarter, supported by category share performance, timing factors and more favorable industry dynamics in certain large markets where smoke-free products are banned or limited.
Babeau named Indonesia, Turkey and Egypt as notable contributors, while also citing relative resilience in India and Mexico. For the first half, cigarette volumes declined 1.9%.
The company now expects full-year cigarette volumes to decline around 2% to 3%, compared with its prior expectation of about 3%. Babeau said this remains consistent with the structural evolution of the category.
Combustible pricing added 9.2% in the first half and nearly 10% in the second quarter, with contributions from markets including Turkey, Indonesia, the Philippines and Mexico. Philip Morris now forecasts full-year combustible pricing variance of more than 7%, though Babeau said the benefit is expected to be largely offset by more adverse geographic mix.
Guidance Maintained as U.S. Investment Rises Philip Morris maintained its full-year underlying growth targets. The company continues to expect organic net revenue growth of 5% to 7%, organic operating income growth of 7% to 9% and currency-neutral adjusted diluted EPS growth of 7.5% to 9.5%.
In dollar terms, the company now forecasts a currency tailwind of about $0.15 at prevailing rates, translating to adjusted diluted EPS of $8.26 to $8.41, or growth of 9.5% to 11.5%.
Babeau said the company expects total shipment volume to be stable to slightly positive for the full year, with high single-digit smoke-free product growth broadly offsetting cigarette declines. He said Philip Morris is aiming for its sixth consecutive year of total volume growth.
Asked by Herzog why guidance was not raised after two strong quarters, Babeau said the company is choosing to accelerate U.S. investment in the second half because of the expanded ZYN portfolio, the new marketing campaign and regulatory developments.
For the third quarter, Philip Morris expects HTU shipment volume of around 41 billion units, mid-single-digit organic top-line growth and modest organic margin expansion. The company targets adjusted diluted EPS of $2.20 to $2.25, including an unfavorable currency impact of $0.08.
CFO Transition Announced The call also marked Babeau’s final earnings call as group CFO. He thanked shareholders and analysts for their engagement over the past six years and said he believes Philip Morris will continue to be a standout performer within consumer packaged goods.
Massimo Andolina, currently regional president for Europe, will succeed Babeau as group CFO in August. Andolina said he looks forward to continuing the company’s focus on “delivering superior shareholder returns over the long term.”
About Philip Morris International (NYSE:PM)Philip Morris International Inc NYSE: PM is a global tobacco company that manufactures and sells cigarettes, other nicotine-containing products and a growing portfolio of smoke-free alternatives for adult smokers. The firm traces its corporate roots to the 19th century Philip Morris enterprise and was established as an independent, publicly traded company following a 2008 separation from what is now Altria. Since the spin-off, the company has focused on serving international markets outside the United States.
PMI's product mix includes traditional combustible cigarettes as well as smoke-free offerings such as heated tobacco systems and other reduced-risk products.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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New York, New York--(Newsfile Corp. - July 22, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Regeneron securities between August 1, 2025 and May 15, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/REGN.
Regeneron Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
the preliminary statistical assumptions underlying Regeneron's Phase III Fianlimab-Libtayo study were fundamentally flawed; the study's active treatment arm was not demonstrating meaningful clinical differentiation from standard therapies; the study was unlikely to achieve statistical significance with respect to its primary endpoint, even absent overperformance by the control arm; and as a result, the Company's statements regarding the study's design, progress, and prospects were materially false and/or misleading at all relevant times.What's Next for Regeneron Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/REGN, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Regeneron you have until September 14, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Regeneron Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Regeneron Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305582
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Regeneron securities between August 1, 2025 and May 15, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/REGN.
Regeneron Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
the preliminary statistical assumptions underlying Regeneron's Phase III Fianlimab-Libtayo study were fundamentally flawed; the study's active treatment arm was not demonstrating meaningful clinical differentiation from standard therapies; the study was unlikely to achieve statistical significance with respect to its primary endpoint, even absent overperformance by the control arm; and as a result, the Company's statements regarding the study's design, progress, and prospects were materially false and/or misleading at all relevant times. What's Next for Regeneron Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/REGN. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Regeneron you have until September 14, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Regeneron Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Regeneron Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) delivered Q2 2026 revenue of $40.20 billion, up 36% year over year, with gross margin of 67.7% and net income growth of 77.4%.
Shares are up 40.43% year to date against just 9.73% for the S&P 500. Can TSMC hit $1,000 per share by 2031 and outperform the index over the next five years?
Why TSMC Shares Pulled Back Despite a Blowout Quarter The stock is down 8.12% over the past month, even as fundamentals strengthened. Management warned that Q3 2026 gross margin will step down to a 65% to 67% range as the 2nm node ramps steeply, and the market is treating that dip as a peak-margin signal.
Add a beta of 1.246, sector rotation out of chips, and net insider selling across 112 recent transactions, and you get a stock digesting a big move. This is a sentiment story.
Wall Street Sees 23% Upside. My Model Says the Setup Is Stronger The Street’s consensus target sits at $522.82, backed by 5 Strong Buy, 12 Buy, and 2 Hold ratings, with zero Sells. Our base case lands at $527.98, implying 24.35% upside with a 90% confidence score. Bull case: $608.43. Bear case: $429.43. Consensus is too conservative on the multi-year path.
With 89% of analysts bullish, an ROE of 40%, and a 247Factor of 1.148 powered by technology sector momentum and 77.4% earnings growth, this looks like AI infrastructure with a moat.
The Path to $1,000 Per Share in 2031 Reaching $1,000 from today’s price of $424.61 requires a gain of 135.5%. Over five years, that annualizes to roughly 18.6%, which sits right on our 5-year bull case of $984.38 at 18.31% annualized. With forward EPS of $17.32, a price of $1,000 implies a forward P/E of 58x.
Our base case of $527.98 already implies a 31x multiple, meaning the bold target requires 27x of additional multiple expansion on today’s earnings base. The story only works if EPS keeps compounding.
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Management’s 2024 to 2029 revenue CAGR target approaching 25% in USD, plus 2nm ramping into H2 2026 and the A13 technology debut, drives the compression story. As earnings scale, the forward multiple at $1,000 collapses back toward the current 25x forward P/E.
Bullish retail chatter around TSMC’s $100 billion US manufacturing commitment and South Korea’s 52% export surge on tripling semiconductor shipments supports demand. The main risk is geopolitical rupture across the Taiwan Strait.
Where TSMC Trades Today vs Its Earnings Power At $424.61, TSMC trades at a forward P/E of 25 and a PEG of 1.009, remarkable for a company growing earnings 77% year over year. Shares sit 9% below their 52-week high of $479 and well above the 52-week low of $221.66.
Over the last decade the stock returned 1,811.43% against 244.45% for the S&P 500. That is a foundry monopoly on advanced nodes translating into shareholder returns.
Can TSMC Really Hit $1,000? My Verdict Reaching $1,000 by 2031 requires a 135.5% gain from here. A stretch, but credible.
Three things need to go right: 2nm and A13 must ramp on schedule and hold pricing power, AI capex among hyperscalers must stay on the multi-year track, and TSMC must convert that $52 billion to $56 billion 2026 capex budget into share gains rather than commoditized capacity. A Taiwan Strait shock derails it. We’ve outlined the blueprint for how Taiwan Semiconductor Manufacturing could reach $1,000 in 2031.
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The resurgence of manufacturing in the United States is beginning to center on an unlikely location: Arizona. Phoenix is going to receive a massive $265 billion investment in manufacturing facilities from Taiwan Semiconductor Manufacturing (TSM -0.23%), which recently announced a $100 billion spending increase over its original plan.
As the leader in advanced semiconductor technologies, TSMC, as the company is known, is becoming the poster child not only for the artificial intelligence (AI) trade but also for the United States' reshoring initiative. Here's what this latest announcement means for AI stocks, and whether TSMC is a buy right now.
Image source: Getty Images.
Betting big on America In conjunction with the United States government and its major customers, including Apple and TSMC, TSMC made a major bet to diversify its manufacturing away from Taiwan, which is facing potential threats from China.
There were fears that relocating facilities to a new area could undermine TSMC's expertise in advanced chipmaking, but reports have claimed that the Arizona facilities are producing yields similar to those in Taiwan. That's great news for TSMC and the reshoring theme in the United States. The company is producing 4-nanometer chips in Arizona, which are close to its most advanced technologies available today. This new $100 billion increase will be for even more advanced semiconductor manufacturing processes.
Last quarter, TSMC's revenue grew 34% year over year to $40 billion, driven by insatiable demand for chips from AI companies. As more of these facilities in Arizona and Taiwan come online, they will help supply this chip demand.
Managing the AI boom TSMC's capital expenditures were a record $48.5 billion over the past 12 months. Customers want it to increase capital spending further so AI chips can get out the door, and management has answered their call with plans to spend $60 billion or more in 2026 on new facilities. At the same time, it still generated record free cash flow of $40 billion over the past 12 months, driven by the high prices it achieved through advanced AI chipmaking.
This capital spending should flow through both directions of the semiconductor supply chain, to TSMC customers such as Nvidia and to equipment suppliers for manufacturing, such as ASML.
Over the next few years, investors may worry that this increase in capacity will eventually lead to oversupply. But for the time being, it looks as if the revenue growth party for AI semiconductor stocks will continue.
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Is TSMC stock a buy? Despite this record financial performance, TSMC stock is down 15% from recent highs. It generated an operating margin of 60% last quarter and should see more impressive revenue growth in the quarters ahead.
Right now, TSMC stock trades at a price-to-earnings ratio (P/E) of 29. To determine whether this figure is expensive, investors need to analyze their expectations for future semiconductor demand from AI infrastructure companies.
Further 34% revenue growth and sky-high profit margins could help TSMC's P/E ratio get cheaper quickly. On the other hand, if spending on AI computer chips peaks, the company may be spending massive amounts on new facilities into a demand cliff, leading not only to a decrease in revenue but also to a collapse in profit margins.
Historically, the semiconductor industry has been cyclical, yet driven by long-term secular growth. Any downcycle would probably lead to a fall in TSMC's share price, as it has many times in its history. Or AI could be a new paradigm for the computer chip market, eliminating its cyclicality.
Unless you believe the latter, investors today would be smart to avoid buying TSMC stock. It's already trading at a high earnings ratio after years of rapid revenue growth and profit margin expansion.
, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) will announce its second-quarter 2026 financial results on August 5, 2026. Lilly will also conduct a conference call that day with the investment community and media to further detail the company's financial performance.
The conference call will begin at 10 a.m. Eastern time. Investors, media and the general public can access a live webcast of the conference call through a link that will be posted on Lilly's website at https://investor.lilly.com/webcasts-and-presentations. A replay will also be available on the website following the conference call.
About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. F-LLY
Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are references in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.
Danaher (DHR - Free Report) closed the last trading session at $179.01, gaining 0% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $237 indicates a 32.4% upside potential.
The average comprises 23 short-term price targets ranging from a low of $200.00 to a high of $310.00, with a standard deviation of $25.98. While the lowest estimate indicates an increase of 11.7% from the current price level, the most optimistic estimate points to an 73.2% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for DHR, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why DHR Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 0.6%, as two estimates have moved higher while one has gone lower.
Moreover, DHR currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much DHR could gain, the direction of price movement it implies does appear to be a good guide.
