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Antero Resources (AR - 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 earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis oil and natural gas producer is expected to post quarterly earnings of $0.77 per share in its upcoming report, which represents a year-over-year change of +120%.

Revenues are expected to be $1.5 billion, up 15.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 12.5% 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 Antero Resources?For Antero Resources, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

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

So, this combination makes it difficult to conclusively predict that Antero Resources 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 Antero Resources would post earnings of $1.22 per share when it actually produced earnings of $1.15, delivering a surprise of -5.74%.

The company has not been able to beat consensus EPS estimates in any of the last four quarters.

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.

Antero Resources 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.

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

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

Zacks Premium also includes the Zacks Style Scores.

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

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

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

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

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

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

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

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.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

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

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

Stock to Watch: Xylem (XYL - Free Report) Headquartered in Rye Brook, NY, Xylem Inc. is one of the leading providers of water solutions worldwide. Xylem is involved in the full water-process cycle, including collection, distribution and returning of water to the environment. It has significant presence in the United States, the Asia Pacific, Europe and various other nations.

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

Momentum investors should take note of this Business Services stock. XYL has a Momentum Style Score of B, and shares are up 6% over the past four weeks.

One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.00 to $5.51 per share. XYL also boasts an average earnings surprise of +5.9%.

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

Key Takeaways Capital One's adjusted Q2 earnings rose to $5.81 per share, beating the $4.85 estimate.Revenues climbed 27% as net interest income rose 24% and non-interest income jumped 39%.Provisions fell 74%, aided by favorable Domestic Card credit trends and a $662 million reserve release. Capital One Financial’s (COF - Free Report) second-quarter 2026 adjusted earnings of $5.81 per share significantly outpaced the Zacks Consensus Estimate of $4.85. The bottom line was up from $5.48 in the prior-year quarter.

Results benefited from a rise in net interest income (NII) and non-interest income, along with a substantial decline in provisions. Loan growth and improvement in net interest margin (NIM) were other positives. However, higher expenses and a sequential decline in deposits were undermining factors.

Results excluded acquisition-related amortization expenses and Discover Financial and Brex integration costs. Including these, net income available to common stockholders (GAAP basis) was $2.94 billion or $4.73 per share against a net loss available to common stockholders of $4.34 billion or $8.58 per share in the prior-year quarter.

Capital One’s Revenues Increase, Expenses RiseTotal net revenues were $15.85 billion, rising 27% year over year. Also, the top line beat the Zacks Consensus Estimate of $15.7 billion.

NII was $12.37 billion, up 24% from the prior-year quarter. NIM expanded 39 basis points (bps) to 8.01%.

Non-interest income was $3.48 billion, jumping 39%. This was driven by higher net discount and interchange fees, service charges and other customer-related fees and other income.

Non-interest expense was $9.04 billion, up 29%. The increase reflected a rise in salaries and associate benefits, occupancy and equipment costs, marketing expenses, communications and data-processing costs, amortization of intangibles and other expenses.

The efficiency ratio was 57.05%, falling from 55.96% in the prior-year quarter. A rise in the efficiency ratio indicates lower profitability.

As of June 30, 2026, loans held for investment were $457.17 billion, up 2% from the prior quarter. Total deposits were $484.26 billion, down 1% sequentially.

COF’s Credit Quality ImprovesProvision for credit losses was $2.99 billion, down 74% year over year. The allowance for credit losses, as a percentage of loans held for investment, was 5.02%, down 41 bps.

The 30-plus-day performing delinquency rate was 2.91%, down 22 bps year over year. The 30-plus-day delinquency rate was 3.13%, down 19 bps. The quarter included a $662-million loan reserve release, primarily driven by favorable credit performance in Domestic Card.

On the other hand, net charge-offs (NCOs) were $3.64 billion, rising 19% year over year.

COF’s Capital Ratios DeclineAs of June 30, 2026, the common equity Tier 1 capital ratio was 13.7%, down from 14% in the prior-year quarter. The Tier 1 capital ratio was 14.8%, down from 15.1% a year ago.

Capital One’s Share Repurchase UpdateDuring the reported quarter, Capital One repurchased 14 million shares for $2.7 billion.

Our Viewpoint on Capital OneStrategic expansion efforts, demand for consumer loans, favorable changes in interest rates and steady improvement in the card business are expected to support Capital One well for long-term growth. The integration of Discover is progressing, while the acquisition of Brex is expected to strengthen its credit card operations. However, elevated expenses and a tough macroeconomic backdrop are major near-term concerns.
 

Currently, Capital One carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance and Earnings Expectations of COF’s PeersAlly Financial’s (ALLY - Free Report) second-quarter 2026 adjusted earnings of $1.21 per share lagged the Zacks Consensus Estimate of $1.25. However, the bottom line reflected a 22% jump from the year-ago quarter.

Results were primarily hampered by higher expenses and provisions. However, growth in net financing revenues and other revenues, an increase in loan balances and an improvement in NIM offered support to some extent.

Navient (NAVI - Free Report) is scheduled to announce quarterly numbers on Aug. 6.

In the past seven days, the Zacks Consensus Estimate for Navient’s quarterly earnings has remained unchanged at 19 cents. This indicates a 9.5% decline from the prior-year reported number.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

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

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best 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 ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

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

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

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

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

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

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

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

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

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

Stock to Watch: Kinsale Capital Group, Inc. (KNSL - Free Report) Headquartered in Richmond, VA, Kinsale Capital was established in 2009. It offers various insurance and reinsurance productsacross all 50 states of the United States, the District of Columbia, the Commonwealth of Puerto Rico and the U.S. Virgin Islands. It operates primarily through two markets – Commercial and Personal. While personal lines include homeowners insurance; commercial lines offerings cover construction, small business, excess casualty, commercial property, product   liability, allied health, general casualty, management liability, inland marine, commercial insurance and public entity.

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

Additionally, the company could be a top pick for growth investors. KNSL has a Growth Style Score of B, forecasting year-over-year earnings growth of 6.2% for the current fiscal year.

Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.15 to $20.72 per share. KNSL boasts an average earnings surprise of +8.9%.

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

Key Takeaways OTIS beat second-quarter EPS estimates, while revenues rose 7.3% year over year on Service strength.OTIS reported 9% modernization order growth and a 24% increase in modernization backlog at constant currency. OTIS reaffirmed its sales outlook but lowered adjusted operating profit, EPS and free cash flow guidance. Otis Worldwide Corporation (OTIS - Free Report) reported mixed second-quarter 2026 results, wherein earnings beat the Zacks Consensus Estimate but declined year over year. Meanwhile, net sales surpassed the consensus mark and increased from the prior year's reported figure.

Following the results, OTIS’ shares declined 1.9% during today's pre-market trading session, likely reflecting negative investor sentiment toward its reduced full-year adjusted EPS, adjusted operating profit and free cash flow guidance despite continued strength in the Service business.

Otis' second-quarter performance reflected continued momentum in its Service business, driven by strong modernization and repair activity, accelerating maintenance trends and robust backlog growth. However, higher investments in Service initiatives and continued weakness in the New Equipment business weighed on profitability.

Inside OTIS' Q2 HeadlinesOTIS reported adjusted earnings per share (EPS) of $1.01, beating the Zacks Consensus Estimate of $1.00 by 1%. In the year-ago quarter, it reported adjusted EPS of $1.05.

Net sales of $3.86 billion surpassed the consensus mark of $3.72 billion by 3.7% and increased 7.3% from $3.60 billion reported in the year-ago quarter. Organic sales increased 6% year over year, led by continued strength in the Service segment. Modernization orders increased 9% at constant currency, while modernization backlog expanded 24% year over year, highlighting healthy demand across the business.

Adjusted operating margin contracted 180 basis points (bps) year over year to 15.2%, reflecting unfavorable segment performance and ongoing investments in strategic Service growth initiatives, partly offset by a favorable business mix.

Segment Details of OTISService: Net sales from the segment increased 11% year over year to $2.58 billion. Organic sales rose 9%, driven by broad-based strength across maintenance, repair and modernization activities. Our model estimated organic sales for the segment to grow 5.4%.

Organic maintenance and repair sales increased 6%, while organic modernization sales jumped 24% from the prior-year quarter.

Segment operating profit increased to $599 million from $578 million a year ago. However, segment operating margin contracted 170 bps year over year to 23.2% as higher labor costs, ongoing investments in strategic Service initiatives, productivity headwinds, material costs and unfavorable mix more than offset higher volume and favorable pricing.

New Equipment: Net sales from the segment were $1.28 billion, flat year over year. Organic sales decreased 1%, reflecting a high-teens decline in China and a mid-single-digit decline in EMEA, partly offset by approximately 10% organic growth in the Americas and low single-digit growth in Asia Pacific. Our model predicted organic sales for the New Equipment segment to decrease 3.3%.

New Equipment orders declined 5% at constant currency, while backlog increased 3% at actual currency and 4% at constant currency.

Segment operating profit declined to $40 million from $68 million in the year-ago quarter. Segment operating margin contracted 220 bps year over year to 3.1%, primarily due to lower volume, unfavorable pricing and adverse mix.

Financial Position of OtisNet cash provided by operating activities totaled $267 million during the second quarter compared with $215 million in the prior-year period.

Free cash flow improved to $223 million from $179 million a year ago, while adjusted free cash flow increased to $290 million from $243 million. During the quarter, the company repurchased approximately $400 million of shares, underscoring its continued focus on returning capital to shareholders.

OTIS Revises 2026 GuidanceOtis reaffirmed its 2026 net sales outlook of $15.1-$15.3 billion, implying approximately 4.6-6% year-over-year growth. Organic sales growth is also still expected in the low to mid-single-digit range.

Organic New Equipment sales are now expected to range from down low single digits to flat, compared with the previous outlook of flat to low single digits. Organic Service sales guidance remained unchanged at mid to high-single-digit growth.

The company lowered its adjusted operating profit outlook to approximately $2.4 billion from the previous expectation of approximately $2.5 billion. Adjusted EPS is now expected in the range of $4.01-$4.05, down from the prior outlook of $4.20-$4.24.

Otis also reduced its adjusted free cash flow guidance to $1.50-$1.55 billion from the previous $1.60-$1.65 billion.

OTIS' Zacks Rank & Key PicksOtis currently carries a Zacks Rank #4 (Sell).

Here are some better-ranked stocks from the Industrial Products sector:

CECO Environmental Corp. (CECO - Free Report) sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The company delivered a trailing four-quarter earnings surprise of 46.5%, on average. CECO stock has climbed 20% in the past six months. The Zacks Consensus Estimate for CECO Environmental’s 2026 sales and EPS indicates growth of 66.4% and 121.4%, respectively, from the prior-year levels.

W.W. Grainger, Inc. (GWW - Free Report) holds a Zacks Rank of #2 (Buy) at present. The company delivered a trailing four-quarter earnings surprise of 4.2%, on average. GWW stock has gained 28.7% in the past six months.

The Zacks Consensus Estimate for W.W. Grainger’s 2026 sales and EPS indicates growth of 8.2% and 15.2%, respectively, from the prior-year levels.

Applied Industrial Technologies, Inc. (AIT - Free Report) presently carries a Zacks Rank 2. The company delivered a trailing four-quarter earnings surprise of 4%, on average. AIT stock has jumped 21.8% in the past six months.

The Zacks Consensus Estimate for Applied Industrial Technologies’ fiscal 2026 sales and EPS indicates growth of 7.5% and 5.8%, respectively, from the year-ago period’s levels.

The Zacks Transportation—Air Freight and Cargo industry is still dealing with persistent supply-chain challenges. The macroeconomic environment remains turbulent, with uncertainty surrounding the Middle East issue. The recent intensification of the prolonged Russia-Ukraine conflict has aggravated the uncertain scenario.

 Nevertheless, we believe the industry has enough growth prospects, especially for companies emphasizing expansion initiatives and operational efficiencies. Despite the reopening of economies, consumer appetite for online shopping continues to be robust. Cost-control measures aimed at enhancing profitability are also encouraging. Increased investments in AI are also aiding efficiency. Companies such as United Parcel Service (UPS - Free Report) , FedEx (FDX - Free Report) , and GXO Logistics (GXO - Free Report) are successfully leveraging these favorable dynamics.

About the Industry The companies belonging to the Zacks Transportation-Air Freight and Cargo industry provide air delivery and freight services. Most players in the space are involved in offering specialized transportation and logistics services. Some participants offer a range of supply-chain solutions, such as freight forwarding, customs brokerage, fulfillment, returns, financial transactions and repairs. The well-being of the companies in this industrial cohort is directly proportional to the health of the economy. Leading industry players, including FedEx, transport millions of packages each day across the globe. Apart from operating a ground fleet of multiple vehicles, some of these companies maintain an air fleet. While some players focus on providing air transportation services for passengers and cargo, others deliver services to entities that outsource air-cargo lifting requirements.

3 Key Trends to Watch in the Transportation-Air Freight & Cargo Industry Emphasis on Shareholder Returns: As economic activity rebounds from pandemic-era lows, companies are increasingly using their growing cash reserves to reward shareholders through dividends and share buybacks. This reflects both financial resilience and confidence in prospects. Within the Transportation-Air Freight and Cargo space, FedEx raised its quarterly dividend by 5% in 2026.

Cost-Control Measures to Support Profitability: Although inflation has shown some signs of easing, it remains elevated. The industry continues to face cost pressures, including higher expenses for labor, freight and fuel. To counter the softer demand conditions, companies are prioritizing cost reductions while enhancing productivity and operational efficiency. Additionally, companies are investing big time in AI, thereby reducing the cost structure and promoting safety. Cost optimization and automation are helping protect profitability. These efforts have paid off, as evidenced by FedEx’s stronger-than-expected performance in the fourth quarter of fiscal 2026.

E-commerce Continues to Be a Key Driver: While e-commerce growth has moderated from the surge seen during the pandemic due to economic reopening, it remains solid. The convenience of online shopping continues to support demand, alongside ongoing digitalization trends. Strength in e-commerce is expected to remain a crucial growth driver for companies in the industry.

Zacks Industry Rank Indicates Bullish Trends The Zacks Air Freight and Cargo industry, housed within the broader Zacks Transportation sector, currently carries a Zacks Industry Rank #105. This rank places it in the top 43% of 247 Zacks industries.

The group’s Zacks Industry Rank, the average of the Zacks Rank of all member stocks, indicates sunny near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

The industry’s position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Before we present a few stocks from the industry that investors can retain in their portfolios, let’s take a look at the industry’s recent stock market performance and the valuation picture. 

Industry Lags the S&P 500 and the Sector The Zacks Air Freight and Cargo industry has underperformed the Zacks S&P 500 composite as well as the broader Transportation sector over the past year.

The industry has gained 16.2% over this period compared with the S&P 500’s rise of 20% and the broader sector’s 22% uptick.

One-Year Price Performance

Industry's Current Valuation Based on the trailing 12-month enterprise value-to-EBITDA (EV/EBITDA), a commonly used multiple for valuing Transportation-Air Freight and Cargo stocks, the industry is currently trading at 10.71X compared with the S&P 500’s 18.41X. The figure is also lower than the sector’s trailing 12-month EV/EBITDA of 11.85X.

Over the past five years, the industry has traded as high as 13.41X, as low as 7.46X and at the median of 10.08X.

Enterprise Value-to-EBITDA Ratio (TTM) 3 Transportation-Air Freight and Cargo Stocks to Keep a Tab On The aforementioned stocks presently carry a Zacks Rank #3 (Hold) each. 

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

UPS: The company is based in Atlanta. We are appreciative of the company's efforts to reward its shareholders through dividends and buybacks. Robust free cash flow generation by UPS is a major positive and leads to an uptick in shareholder-friendly activities.

Cost-cutting efforts are supporting its bottom line. Impressive e-commerce demand and expansion efforts should serve UPS well in the coming year. Its earnings outshone the Zacks Consensus Estimate in three of the last four quarters and missed once, the average beat being 10.6%.

Price and Consensus: UPS

FedEx: The company’s efforts to reward its shareholders even in these uncertain times are praiseworthy. Apart from paying dividends, FDX is active on the buyback front. FedEx's liquidity position is also solid. FDX’s efforts to cut costs are driving its bottom line.

Despite the tariff-induced and geopolitical challenges, it is worth noting that the company has the brand and the network to continue generating steady cash flows in the long run. Dividend stocks like FDX are generally safe bets for creating wealth, as these payouts act as a hedge against economic uncertainty. FedEx's liquidity position is also solid. 

Price and Consensus: FDX

GXO Logistics: We are impressed by GXO’s efforts to strengthen its logistics capabilities. Increased e-commerce, automation and outsourcing are serving the company well.

GXO’s earnings surpassed the Zacks Consensus Estimate in each of the last four quarters, the average beat being 10.8%. GXO’s shares have increased 5% over the past year.

Price and Consensus: GXO

OpenAI logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab

CompaniesJuly 22 (Reuters) - Southern Company's (SO.N), opens new tab subsidiary said on Wednesday it has signed a 25-year power supply agreement with OpenAI ​for a new project in Effingham County, ‌Georgia.

AI's explosive growth is straining power grids, forcing utilities and tech giants to negotiate who bears the cost and ​risk as data centers balloon in ​size.

The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.

Here are the details:

OpenAI, which is expected ⁠to need about 3,200 megawatts (MW) of power for its new ​facility, has agreed to provide up to 1,000 ​MW to the Southern Co subsidiary Georgia Power's systems in times of high demand.

The deal will improve Georgia Power's system reliability, the ​unit said.

OpenAI will pay the full infrastructure ​and electric service costs to serve its facility and ‌will ⁠fulfill requirements for long-term energy contracts.

OpenAI also said it plans to establish a community investment fund worth $80 million to support local priorities identified by residents.

The ​ChatGPT maker ​will also provide up ⁠to $71 million in credits for its coding agent, Codex, for students attending colleges, universities ​and technical schools across Georgia.

The project ​is ⁠expected to create thousands of construction and permanent on-site jobs, generate hundreds of millions of dollars ⁠in ​state and local tax revenue, ​and prioritize local contractors and businesses, Georgia Power said.

Reporting by ​Dharna Bafna in Bengaluru; Editing by Leroy Leo

Our Standards: The Thomson Reuters Trust Principles., opens new tab

The market expects Idex (IEX - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis maker of the Jaws of Life device and other engineered products is expected to post quarterly earnings of $2.10 per share in its upcoming report, which represents a year-over-year change of +1.5%.

Revenues are expected to be $902.43 million, up 4.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.08% 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 Idex?For Idex, 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 -0.67%.

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

So, this combination makes it difficult to conclusively predict that Idex 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 Idex would post earnings of $1.78 per share when it actually produced earnings of $2.00, delivering a surprise of +12.36%.

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.

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

Expected Results of an Industry PlayerAnother stock from the Zacks Manufacturing - General Industrial industry, Crane (CR - Free Report) , is soon expected to post earnings of $1.66 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +11.4%. Revenues for the quarter are expected to be $706.06 million, up 22.3% from the year-ago quarter.

The consensus EPS estimate for Crane has been revised 0.8% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +4.73%.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that Crane will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

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

Wall Street analysts forecast that Ameris Bancorp (ABCB - Free Report) will report quarterly earnings of $1.66 per share in its upcoming release, pointing to a year-over-year increase of 4.4%. It is anticipated that revenues will amount to $322.17 million, exhibiting an increase of 6.8% compared to the year-ago quarter.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

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

The combined assessment of analysts suggests that 'Net interest margin (TE)' will likely reach 3.8%. Compared to the present estimate, the company reported 3.8% in the same quarter last year.

According to the collective judgment of analysts, 'Efficiency ratio' should come in at 49.3%. The estimate compares to the year-ago value of 51.6%.

The average prediction of analysts places 'Book value per share (period end)' at $62.03 . Compared to the current estimate, the company reported $57.02 in the same quarter of the previous year.

Analysts predict that the 'Average Balances - Total Earning Assets' will reach $26.11 billion. The estimate compares to the year-ago value of $24.77 billion.

Analysts expect 'Net Interest Income (TE)' to come in at $248.83 million. Compared to the present estimate, the company reported $232.74 million in the same quarter last year.

The consensus among analysts is that 'Total Non-Interest Income' will reach $73.67 million. Compared to the current estimate, the company reported $68.91 million in the same quarter of the previous year.

The collective assessment of analysts points to an estimated 'Net Interest Income' of $249.35 million. Compared to the current estimate, the company reported $231.81 million in the same quarter of the previous year.

View all Key Company Metrics for Ameris Bancorp here>>>

Shares of Ameris Bancorp have demonstrated returns of +2.6% over the past month compared to the Zacks S&P 500 composite's +0.3% change. With a Zacks Rank #4 (Sell), ABCB is expected to lag the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

First BanCorp. NYSE: FBP reported higher second-quarter 2026 earnings and record pre-tax pre-provision income, with management citing stronger loan growth, expanding net interest income and stable credit trends across the franchise.

The Puerto Rico-based banking company earned $96.1 million, or $0.62 per diluted share, for the quarter, compared with $88 million, or $0.57 per share, in the prior quarter. President and Chief Executive Officer Aurelio Alemán said net income was up 24% from the same quarter last year.

Pre-tax pre-provision income reached an all-time high of $138 million, up 5% from the previous quarter and 11% from a year earlier. Return on average assets was 2.02%, compared with 1.89% in the first quarter. Alemán said it marked the company’s 18th consecutive quarter with ROA above 1.5%.

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CFO Said Ortiz said quarterly results included approximately $3.4 million of additional interest income tied to two refinancings, one commercial loan and one municipal bond, which led to accelerated recognition of deferred fees or discounts. Excluding that impact, net income would have been about $93 million, or approximately $0.60 per diluted share.

Loan Growth Accelerates as Commercial Activity Strengthens Total loans reached $13.3 billion, up 5% on a linked-quarter annualized basis. Alemán said growth was driven primarily by commercial activity in Puerto Rico, while consumer portfolios showed better stability than expected.

Total loan originations were $1.7 billion during the quarter, a 21% increase from the prior year. Management said the pipeline supports continued activity through the remainder of 2026 and reaffirmed its full-year loan growth target of 3% to 5%.

During the question-and-answer session, Alemán said commercial originations reflected a mix of activity, including acquisitions, commercial real estate, construction, C&I, warehousing, hotels, healthcare and government-related refinancing. He also noted solid activity in Florida, including from the company’s Boca Raton office opened late last year.

Asked about business momentum in Puerto Rico, Alemán highlighted hospitality as a particularly strong sector, citing positive trends in average daily rates, occupancy and visitors, as well as ongoing hotel projects. He said investor confidence in the island remained strong despite broader political and macroeconomic uncertainty.

Net Interest Income Rises, Margin Guidance Moves Higher Net interest income increased 3.7% from the prior quarter to $229.1 million, compared with $221 million in the first quarter. Ortiz said the increase included the $3.4 million benefit from fee and discount acceleration. Excluding that impact, interest income on loans rose $1.7 million, while interest income on investments and cash increased $4.5 million.

The company continued to reinvest cash flows from maturing securities into higher-yielding instruments. Ortiz said the yield on the investment portfolio increased by 18 basis points, excluding the refinancing-related benefit.

Funding costs were managed lower overall, with total deposit costs declining by two basis points from the previous quarter. The cost of time deposits, excluding brokered deposits and public funds, decreased by eight basis points to 3.26%, while the cost of interest-bearing checking and savings accounts rose by five basis points to 1.26%, driven by higher rates on certain government accounts.

Ortiz said the company’s net interest margin, excluding the accelerated fee and discount recognition, would have been approximately 4.80%, up five basis points from the prior quarter. Management now expects margin expansion of three to five basis points per quarter for the rest of 2026, assuming no rate cuts in the second half of the year.

In response to an analyst question, Ortiz said approximately $400 million of securities are expected to reprice in the second half of 2026 at a current yield of about 1.92%, with about $1.2 billion of repricing expected over the next 18 months.

Deposits Increase, Expenses Stay Near Guidance Total deposits increased by $274 million during the quarter. Alemán said the increase was primarily driven by government deposits, with a slight rise in core customer deposits. He noted that government deposits can be volatile due to reconstruction-related funds moving in and out of accounts, but said liquidity remains solid.

Noninterest income was $35.7 million, down from $37.7 million in the prior quarter, mainly due to seasonal commissions typically received in the first quarter. Operating expenses were relatively flat at $127.3 million. Excluding gains from OREO operations, expenses were $128.2 million, which Ortiz said was at the lower end of guidance.

The efficiency ratio improved to 48.1% from 49.1% in the previous quarter. Management expects quarterly expenses for the remainder of 2026, excluding OREO gains or losses, to range from $128 million to $130 million, reflecting merit increases, business promotions and technology-related project expenses.

Alemán said the company continues to invest in technology, cloud transformation, artificial intelligence and branch expansion. He said AI efforts are focused on automating routine processes, improving customer service and shortening process life cycles.

Credit Trends Remain Stable Despite Higher Early Delinquencies Credit performance remained broadly sound, though early-stage delinquency rose during the quarter. Ortiz said early-stage delinquency increased by approximately $32.9 million from the prior quarter, mainly due to a $20.7 million increase in the auto finance leases portfolio. However, he said early delinquency in the consumer portfolio was still about $10.3 million lower than in December 2025.

Non-performing assets increased by $5.1 million from the previous quarter, primarily due to the inflow of a $14.8 million C&I loan in Florida. Ortiz said the loan is well collateralized. Excluding that relationship, non-performing assets declined by $9.7 million, with reductions in residential mortgages, consumer loans and repossessed autos.

The allowance for credit losses was $245 million, or 1.85% of total loans, relatively flat from the previous quarter. Ortiz said increases tied to loan growth and higher auto finance lease delinquencies were offset by improved macroeconomic projections and better delinquency in unsecured consumer loans.

Alemán said the increase in auto delinquencies appeared seasonal, following a first-quarter improvement attributed to consumer liquidity from tax refunds and other factors. He said delinquency levels were better than in December and in line with prior years.

Capital Remains Strong as Buybacks and Dividends Continue First BanCorp ended the quarter with a Common Equity Tier 1 ratio of 17%. The company completed $50 million of share repurchases and paid a $0.20 per-share dividend during the quarter, according to Alemán.

Ortiz said tangible book value per share rose to $12.68, while the tangible common equity ratio declined three basis points to 10.08% due mainly to growth in tangible assets. He said regulatory capital ratios remained well above required levels, with earnings offsetting capital deployment and risk-weighted asset growth.

Asked about potential M&A, Alemán said the company remains open to opportunities that would be a strategic fit and align with its operating model, but emphasized that organic growth remains the primary focus. He said management continues to evaluate capital deployment options and will provide more detail when it updates its capital plan later in the year.

About First BanCorp. (NYSE:FBP)First BanCorp NYSE: FBP is a financial holding company headquartered in San Juan, Puerto Rico. Through its principal banking subsidiary, FirstBank Puerto Rico, the company offers a comprehensive range of banking services including commercial and consumer lending, deposit products, cash management solutions and treasury services. It also provides mortgage origination and servicing, equipment leasing, investment management, and insurance agency services.

In its commercial banking segment, First BanCorp serves small and midsize enterprises as well as large corporate clients, delivering tailored credit facilities, letters of credit, and foreign trade financing.

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, July 22, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG) investors of the August 28, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.

Should You Join The Hub Group Class Action Lawsuit:

Do you, or did you, own shares of Hub Group, Inc. (NASDAQ: HUBG)?
Did you purchase your shares between April 28, 2023 and May 11, 2026, inclusive?
Did you lose money in your investment in Hub Group, Inc.?
Investors are encouraged to act promptly and submit a form at Hub Group, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].

If you wish to serve as lead plaintiff for the Class, you must file papers by August 28, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About The Lawsuit:

A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of Hub Group between April 28, 2023 and May 11, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.

The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Hub Group securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.

About Bernstein Liebhard:

Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.

ATTORNEY ADVERTISING. © 2026 Bernstein Liebhard LLP. The law firm responsible for this advertisement is Bernstein Liebhard LLP, 10 East 40th Street, New York, New York 10016, (212) 779-1414. Prior results do not guarantee or predict a similar outcome with respect to any future matter.

Contact Information:

Peter Allocco
Investor Relations Manager
Bernstein Liebhard LLP
https://www.bernlieb.com
(212) 951-2030
[email protected]

SAN DIEGO--(BUSINESS WIRE)---- $HUBG #Logistics--Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Hub Group, Inc. (NASDAQ: HUBG) securities between April 28, 2023 and May 11, 2026. Hub Group is a transportation logistics company that provides trucking services across North America.For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.What are the allegations?Shareholders allege that Hub Gr.

Wall Street analysts expect Sallie Mae (SLM - Free Report) to post quarterly earnings of $0.46 per share in its upcoming report, which indicates a year-over-year increase of 43.8%. Revenues are expected to be $355.22 million, down 5.7% from the year-ago quarter.

Over the last 30 days, there has been an upward revision of 1.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

Given this perspective, it's time to examine the average forecasts of specific Sallie Mae metrics that are routinely monitored and predicted by Wall Street analysts.

The consensus among analysts is that 'Net Interest Margin' will reach 5.0%. The estimate compares to the year-ago value of 5.3%.

Analysts expect 'Net Interest Income' to come in at $355.48 million. The estimate is in contrast to the year-ago figure of $376.82 million.

It is projected by analysts that the 'Other income' will reach $46.42 million. The estimate is in contrast to the year-ago figure of $29.43 million.

Analysts predict that the 'Total Non-Interest Income' will reach $56.98 million. The estimate compares to the year-ago value of $26.78 million.

View all Key Company Metrics for Sallie Mae here>>>

Shares of Sallie Mae have demonstrated returns of +8.4% over the past month compared to the Zacks S&P 500 composite's +0.3% change. With a Zacks Rank #3 (Hold), SLM is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Insulet To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Insulet between February 21, 2025 and May 26, 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 Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and reminds investors of the August 31, 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: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.

The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."

On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.

Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."

On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 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 Insulet's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Insulet class action, go to www.faruqilaw.com/PODD 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 Insulet Securities Class Action Lawsuit:

What is the Insulet securities fraud lawsuit about?

Faruqi & Faruqi, LLP has filed a securities class action lawsuit against Insulet Corporation (NASDAQ: PODD) on behalf of investors who purchased Insulet securities during the Class Period. The lawsuit alleges that Insulet's manufacturing controls and procedures were defective, and that this deficiency allegedly created a foreseeable, heightened risk that one or more Insulet products would be found to violate applicable safety regulations or pose a risk of injury to patients. The complaint further alleges that, as a result, Insulet's public statements during the Class Period were materially false and misleading. The alleged truth began to emerge through two separate voluntary Medical Device Corrections disclosed by Insulet in March and May 2026, each involving manufacturing issues with specific lots of Omnipod® products, which were followed by significant declines in Insulet's stock price.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired Insulet Corporation (NASDAQ: PODD) securities on the NASDAQ exchange between February 21, 2025 and May 26, 2026, inclusive, may be eligible to participate in this lawsuit. Eligibility to participate is not limited to those who seek appointment as lead plaintiff; any investor who purchased during the Class Period may be entitled to share in any recovery that may be obtained. Investors are encouraged to review their trading records to determine whether their purchases fall within the defined Class Period. Additional eligibility considerations may apply, and investors are advised to consult with counsel to evaluate their specific circumstances.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative party who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy, selection of counsel, and settlement negotiations. Under the Private Securities Litigation Reform Act, any member of the proposed class may move the court for appointment as lead plaintiff, and the court will generally appoint the movant with the largest financial interest in the relief sought who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff in this action is August 31, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class or share in any recovery that may result from the litigation.

What should investors do if they purchased Insulet stock during the Class Period?

Investors who purchased Insulet Corporation (NASDAQ: PODD) securities between February 21, 2025 and May 26, 2026 are encouraged to review their brokerage and trading records to confirm whether their purchases fall within the Class Period. Investors should take steps to preserve all relevant documentation, including trade confirmations, account statements, and any communications related to their Insulet holdings. Given that the lead plaintiff motion deadline is August 31, 2026, investors who wish to be considered for appointment as lead plaintiff should act promptly to avoid missing that deadline. Investors interested in learning more about the lawsuit or their potential legal rights and options may contact Faruqi & Faruqi, LLP to discuss their circumstances prior to the deadline, though retaining counsel or seeking lead plaintiff status is not required to participate in any potential class recovery.

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 Insulet 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/305987

Source: Faruqi & Faruqi LLP

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Key Takeaways Vicor posted $143.4M in Q2 revenues and $1.04 EPS as Advanced Products sales jumped 45% sequentially.VICR expects nearly 10% Q3 revenue growth and more than $600M in 2026 revenues from Advanced Products gains.Vicor targets $2.5B in revenues and says a second fab is needed to support long-term capacity expansion. Vicor Corporation (VICR - Free Report) used its second-quarter 2026 earnings call to press a bigger message than the quarter’s headline beat. Management framed 2026 as the year its advanced power products and IP licensing model are gaining broader industry traction, particularly in AI infrastructure.

That framing mattered because executives paired stronger near-term revenue expectations with a more ambitious long-term capacity and margin story. The call also gave investors a clearer look at how licensing, second-generation vertical power delivery and a second chip fab fit together.

Vicor Leans on Licensing and Advanced ProductsThe company posted second-quarter revenues of $143.4 million, representing a 26.9% sequential gain and beating the Zacks Consensus Estimate of $138.7 million. Earnings per share (EPS) came in at $1.04, comfortably surpassing the Zacks Consensus Estimate of $0.62.

Advanced Products’ revenues climbed 45% from the first quarter to $94.2 million, lifting that business to 65.7% of total revenues. Brick Products’ revenues increased 2.4% sequentially to $49.2 million.

Chief financial officer James Schmidt highlighted a key licensing contribution. Royalty income from the most recent agreement added $15 million in second-quarter revenues, though he said accounting treatment will make that contribution uneven, with $5 million expected in the third quarter and $10 million per quarter for the following four quarters.

VICR Raises the Stakes in AI Power DeliveryGlobal sales and marketing head Philip Davies said Vicor’s updated long-term targets now call for $2.5 billion in revenues, 70% gross margin and 40% operating income, replacing the company’s earlier $1 billion revenues and 65% gross margin goals. He tied that shift to a two-pronged strategy built on power modules and IP licensing.

Davies put the heaviest emphasis on second-generation vertical power delivery, or VPD, for AI data centers. He said hyperscalers and OEMs need higher current gain and current density, and argued Vicor’s second-generation offering is ahead of current first-generation alternatives.

Chief executive officer Patrizio Vinciarelli reinforced that point in the Q&A. He said the company has completed development around a 3 amps-per-square-millimeter baseline for its lead customer and is working toward more than 4 amps per square millimeter late this year or early next year.

Vicor Points to a Stronger 2026 SetupSchmidt said book-to-bill was above 1 in the second quarter, while one-year backlog rose 26% sequentially to $379.7 million. The press release put the year-over-year backlog increase at 145%, showing how quickly demand has built.

Management used that demand picture to raise the near-term bar. Schmidt said Vicor expects nearly 10% sequential revenue growth in the third quarter and more than $600 million in 2026 revenues, supported by double-digit sequential increases in Advanced Products revenues.

Vinciarelli told analysts the 2026 uplift reflects both product revenue growth and new licensing deals. He added that the initial license signed in the second quarter does not include a sourcing relationship for the first couple of years, though that is expected to become part of the relationship alongside second-generation VPD capabilities.

VICR Ties Capacity Expansion to StrategyManagement also made clear that capacity is becoming a strategic constraint. Vinciarelli said the first chip fab is moving closer to full utilization, which is why the company is now working to secure a second facility. He told analysts VICR has several site options and expects to make decisions in the coming weeks.

Later in the call, Vinciarelli said the second fab will be necessary to support the path to $2.5 billion in revenues. He added that the selected site could support a facility two to three times the size of the first fab, though build-out would happen in stages. That response gave investors a more practical framework for how Vicor plans to scale without overbuilding too early.

Vicor Faces Margin and Timing QuestionsA Craig-Hallum analyst pressed management on product gross margin, noting that royalty revenues flattered the consolidated result. Schmidt responded that product margin should improve as utilization and cost absorption rise. He also said second-quarter product gross margin was weighed down by factory reconfiguration costs tied to moving equipment and preparing space for new tools. Those costs ran through cost of sales rather than being capitalized.

Q&A also sharpened the timetable around second-generation VPD. Davies said management expects engagement with a hyperscaler and a couple of OEMs through the rest of 2026, with those programs moving toward production systems in the late third quarter or the fourth quarter of 2027.

VICR Leaves the Call With a Bigger AgendaThe clearest takeaway from management’s tone was that Vicor no longer wants investors to view the story as a niche power-module supplier with episodic upside. Executives repeatedly linked licensing, AI power architecture and fab expansion into one broader growth framework.

At the same time, management stayed measured on customer-specific disclosures and exact design-win timing. That kept the call grounded in what the company says it can control now: adding capacity, expanding Advanced Products revenues and widening industry adoption of its IP.

Vicor’s Zacks SignalsVicor currently carries a Zacks Rank #2 (Buy), which points to favorable earnings estimate revision trends and generally signals stronger near-term performance potential than lower-ranked stocks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Style Scores are more mixed. The stock has a Value Score of F, Growth Score of D and VGM Score of F, but a Momentum Score of A. That combination points to stronger momentum characteristics than value or growth appeal, while also underscoring that the Zacks Rank can change as estimate revisions adjust after the quarter’s results.

CHICAGO, July 22, 2026 (GLOBE NEWSWIRE) -- Investment Property Exchange Services, Inc. (IPX1031), the nation's leading Qualified Intermediary for 1031 Exchanges, today announced its annual Top 1031 Exchange Misconceptions for 2026, providing investors, real estate professionals and tax advisors with insights into the most common misunderstandings surrounding Section 1031 Tax-Deferred Exchanges.

Now an annual industry resource, the report is developed using a combination of Google search trends, recurring investor and advisor questions, insights from IPX1031 Exchange experts, and engagement with educational content in the company's Knowledge Center. The annual list helps identify where confusion persists and provides practical guidance to help investors avoid costly mistakes.

"Every year we see many of the same misconceptions surface because 1031 Exchanges are governed by detailed IRS rules that are often misunderstood," said John Wunderlich, President of IPX1031. "Our goal in publishing this annual report is to help investors make informed decisions before they enter into a transaction. Education is one of the most valuable services we provide, and by sharing these insights each year, we're helping investors and their advisors better understand the rules that can significantly impact a successful exchange."

A Media Snippet accompanying this announcement is available by clicking on this link.

The Top 1031 Exchange Misconceptions for 2026 are:

I only have to reinvest my gain, equity or basis to fully defer taxes.Like-kind means I must purchase the same type of property I sold.I have 180 days to identify Replacement Property.I can change who takes title during my 1031 Exchange.Any real estate I own qualifies for a 1031 Exchange.Partnership and LLC interests qualify for a 1031 Exchange.I can start a Reverse Exchange after purchasing my Replacement Property.I don't owe depreciation recapture if I never claimed depreciation.A 1031 Exchange permanently eliminates taxes.Choosing the lowest-cost Qualified Intermediary is all that matters. The report explains the facts behind each misconception, including IRS requirements related to full tax deferral, like-kind property rules, identification deadlines, vesting, qualified property, partnership interests, Reverse Exchanges, depreciation recapture, tax deferral strategies and selecting a Qualified Intermediary.

As one of the nation's largest and most experienced Qualified Intermediaries, IPX1031 continues to invest in educational resources that help investors navigate increasingly complex real estate transactions. The company's annual misconceptions report has become a valuable resource for investors seeking to better understand the rules governing tax-deferred exchanges before selling investment property.

The complete Top 1031 Exchange Misconceptions for 2026 report is available at:
www.ipx1031.com/top-1031-misconceptions-2026/

About IPX1031
Investment Property Exchange Services, Inc. (IPX1031) is the largest and one of the oldest Qualified Intermediaries in the United States. As a wholly owned subsidiary of Fidelity National Financial (NYSE:FNF), a Fortune 500 company, IPX1031 provides industry leading security for exchange funds as well as expertise and experience in facilitating all types of 1031 Exchanges. IPX1031’s nationwide staff, which includes industry experts, veteran attorneys and accountants, is available to provide answers and guidance to clients and their legal and tax advisors. For more information about IPX1031 visit www.ipx1031.com.

Contact
Cindi Marinez, VP, Marketing
[email protected]

3 high-yielding, small banks to buy on the dipBank OZK NASDAQ: OZK executives used the company’s second-quarter 2026 earnings call to emphasize the bank’s ongoing shift toward a more diversified loan portfolio, with rapid growth in corporate and institutional banking helping offset elevated repayments in its real estate specialties group.

Chairman and CEO George Gleason said the corporate and institutional banking, or CIB, business is “a very important and rapidly growing and developing part” of the franchise. He said the bank is investing in the unit and hiring experienced leadership as it seeks to reduce concentration in commercial real estate and the real estate specialties group, or RESG.

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“We want to make sure that we are not trading one concentration for another,” Gleason said, adding that diversification within CIB is important to long-term franchise value.

CIB Growth Adds Diversification Jake Munn, president of corporate and institutional banking, said CIB now includes more than seven major business lines, including corporate banking and sponsor finance, fund finance, lender finance, natural resources, franchise capital solutions, asset-based lending and equipment finance.

Munn also highlighted the bank’s emerging middle market group, which he said is intended to bridge the gap between the legacy community bank and the larger corporate banking and sponsor finance segment. The group will focus on family-owned businesses with roughly $15 million to $100 million in revenue, particularly within Bank OZK’s core footprint.

According to Munn, CIB currently represents more than 42 unique NAICS categories, giving the bank flexibility to adjust its emphasis across business lines as market conditions change. He said growth in the most recent quarter was led by corporate banking and sponsor finance, along with natural resources, while asset-based lending was less emphasized because of tighter pricing and more aggressive advance rates in that market.

Munn said the bank views CIB as more than a loan-growth engine, pointing to potential deposit opportunities and cross-selling in treasury management, private wealth management, commodity hedging, interest-rate hedging and capital markets services.

RESG Repayments Expected to Remain Elevated Executives said repayments in the RESG portfolio remained high in the second quarter and are expected to stay elevated through the rest of 2026 and into 2027. Gleason said repayments approached $3 billion in the second quarter and averaged about $2.5 billion per quarter over the trailing four quarters.

Gleason said the elevated repayment activity is tied to the natural cadence of loans originated during 2022, which he described as a record origination year. He said the bank expects repayments to taper somewhat in 2027 but remain elevated based on current projections.

President Brannon Hamblen said repayment timing can shift based on market conditions, sponsor strategies, refinancing activity, sales decisions and cap-rate changes. “A lot of it’s just the natural cadence of the portfolio moving through the pipe,” Hamblen said.

Despite the repayment headwind, Gleason said the bank continues to expect mid-single-digit loan growth for the full year. He said a wave of repayments early in the second quarter pressured average earning assets, making it difficult to catch up during the rest of the period.

“Hopefully those prepayments will be a little more levelized in Q3 and Q4,” Gleason said.

Net Interest Income Guidance Pressured by Average Earning Assets Asked about changes in net interest income commentary, Gleason said the principal factor was average earning assets rather than deposit competition or liability-side pressures. He said the bank had expected more linear growth during the year but experienced a pullback in the second quarter after early loan payoffs.

Gleason said Bank OZK had anticipated a competitive deposit environment at the start of the year, and that environment has continued. He said the bank’s view of net interest margin is broadly consistent with analyst consensus estimates and reiterated that management expects margin to be slightly below the first quarter’s 4.20% level.

On deposit costs, Gleason said the bank’s CD specials are roughly 10 basis points higher than their low point, reflecting expectations for more deposit growth in the third and fourth quarters to support loan growth. He said the second-quarter cost of interest-bearing deposits likely represented an inflection point and that modest increases are expected going forward.

Chief Financial Officer Tim Hicks said he expects average earning assets to increase in both the third and fourth quarters from the second-quarter level.

Credit Trends and Reserves Remain in Focus Credit quality was a major focus of the call, with analysts asking about special mention loans, life science exposure and charge-offs. Gleason said the increase in special mention loans should not be overinterpreted, noting that some loans enter the category while extension or recapitalization discussions are underway and later return to pass status.

“I think there are several of them that look like they’re going to work out favorably and be candidates for upgrade over the next couple of quarters, if not the next month or two,” Gleason said.

Hicks said Bank OZK had built its allowance for credit losses in recent years in anticipation of later charge-offs. As those charge-offs are realized, he said the bank has considered it appropriate to reduce the allowance over the last couple of quarters. He cited two Seattle buildings that moved into other real estate owned during the quarter, with charge-offs of $22 million on the office property and $3.7 million on the life science property, saying those amounts had already been reserved for in the prior quarter.

Hicks said provision expense has been below consensus estimates over the last several quarters and could continue to “drift down” if the economy maintains its resiliency and strength.

On life science, Gleason said the bank has a “pretty healthy” allowance for the portfolio given sector challenges. He said several life science assets are well leased, while one life science loan that was exited through a discounted payoff was, in his view, probably the least desirable single asset in the portfolio. Hamblen said tenant activity has improved in some markets, including interest from technology, AI and office users in addition to life science tenants.

Real Estate Concentration Continues to Decline Gleason said muted RESG origination volume and ongoing repayments will continue to reduce the bank’s real estate concentration. He said Bank OZK is now below the regulatory concentration guideline for total commercial real estate and expects to be below the 100% guideline for construction and development by the end of 2026 or early 2027.

Management expects the CIB and RESG portfolios to become roughly equal in size at some point in 2027. Gleason said that implies continued strong growth in CIB and continued paydowns in RESG. He also said the community banking, indirect and RV portfolios could show more positive momentum through 2027, resulting in a more balanced portfolio across major segments.

Asked about share repurchases, Hicks said the bank used about $175 million of its prior $200 million authorization over the last four quarters at an average price below tangible book value. He said the board has approved a new $200 million authorization for the next four quarters, with actual usage dependent on the stock price.

Gleason closed the call by saying management looks forward to updating investors again next quarter.

About Bank OZK (NASDAQ:OZK)Bank OZK, formerly known as Bank of the Ozarks, is a regional commercial bank headquartered in Little Rock, Arkansas. Established in 1903, the bank offers a full suite of banking products and services to both individual and corporate clients. Through a combination of organic growth and targeted acquisitions, Bank OZK has built a diversified lending portfolio and a strong deposit franchise.

The bank's core operations focus on commercial real estate lending, including acquisition, development and construction financing.

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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Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Entergy (ETR - 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 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 power company is expected to post quarterly earnings of $1.05 per share in its upcoming report, which represents no change from the year-ago quarter.

Revenues are expected to be $3.56 billion, up 6.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.01% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

How Have the Numbers Shaped Up for Entergy?For Entergy, 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 -9.77%.

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

So, this combination makes it difficult to conclusively predict that Entergy 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 Entergy would post earnings of $0.89 per share when it actually produced earnings of $0.86, delivering a surprise of -3.37%.

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

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

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

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

Expected Results of an Industry PlayerFirstEnergy (FE - Free Report) , another stock in the Zacks Utility - Electric Power industry, is expected to report earnings per share of $0.54 for the quarter ended June 2026. This estimate points to a year-over-year change of +3.9%. Revenues for the quarter are expected to be $3.62 billion, up 7.2% from the year-ago quarter.

The consensus EPS estimate for FirstEnergy has been revised 0.7% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -11.66%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that FirstEnergy will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

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

The market expects CVR Energy (CVI - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis diversified holding company is expected to post quarterly earnings of $0.18 per share in its upcoming report, which represents a year-over-year change of +178.3%.

Revenues are expected to be $2.17 billion, up 23.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 24.85% 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 CVR?For CVR, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

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

So, this combination makes it difficult to conclusively predict that CVR 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 CVR would post a loss of$0.54 per share when it actually produced a loss of -$1.24, delivering a surprise of -129.63%.

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

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

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

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

An Industry Player's Expected ResultsAmong the stocks in the Zacks Oil and Gas - Refining and Marketing industry, HF Sinclair (DINO - Free Report) , is soon expected to post earnings of $4.39 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +158.2%. This quarter's revenue is expected to be $7.5 billion, up 10.5% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for HF Sinclair has been revised 22.6% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.

When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that HF Sinclair will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

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

The market expects American Water Works (AWK - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on 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 water utility is expected to post quarterly earnings of $1.59 per share in its upcoming report, which represents a year-over-year change of +7.4%.

Revenues are expected to be $1.28 billion, up 0% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.24% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

How Have the Numbers Shaped Up for American Water Works?For American Water Works, 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 -0.42%.

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

So, this combination makes it difficult to conclusively predict that American Water Works 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 American Water Works would post earnings of $1.1 per share when it actually produced earnings of $1.01, delivering a surprise of -8.18%.

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

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

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

American Water Works 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.

OGE Energy (OGE - 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 earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis energy services company is expected to post quarterly earnings of $0.59 per share in its upcoming report, which represents a year-over-year change of +11.3%.

Revenues are expected to be $781.11 million, up 5.3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 9% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

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

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

So, this combination makes it difficult to conclusively predict that OGE Energy 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 OGE Energy would post earnings of $0.24 per share when it actually produced earnings of $0.24, delivering no surprise.

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

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

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

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

Expected Results of an Industry PlayerAmong the stocks in the Zacks Utility - Electric Power industry, CenterPoint Energy (CNP - Free Report) , is soon expected to post earnings of $0.36 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +24.1%. This quarter's revenue is expected to be $2.11 billion, up 8.4% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for CenterPoint has been revised 0.5% down to the current level. Nevertheless, the company now has an Earnings ESP of +0.83%, reflecting a higher Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that CenterPoint will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.

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

The market expects Tyler Technologies (TYL - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on 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 information management software provider is expected to post quarterly earnings of $3.09 per share in its upcoming report, which represents a year-over-year change of +6.2%.

Revenues are expected to be $646.95 million, up 8.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.47% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

How Have the Numbers Shaped Up for Tyler Technologies?For Tyler Technologies, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.71%.

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

So, this combination makes it difficult to conclusively predict that Tyler Technologies 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 Tyler Technologies would post earnings of $3.01 per share when it actually produced earnings of $3.09, delivering a surprise of +2.66%.

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

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

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

Tyler Technologies 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.

Super Micro Computer (SMCI, Financials), which makes servers and data center systems for artificial intelligence workloads, said it booked more than $60 billion

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SummarySuper Micro Computer, Inc. receives a reiterated Hold rating as shares approach fair value after a strong preliminary Q4 earnings guide.Q4 revenue is expected near the low end of guidance, but gross margins are substantially higher at 15–17%, driving bullish sentiment.Record backlog and robust EPS growth through FY 2026–2028 are positives, yet negative free cash flow and governance concerns persist.Technicals remain mixed with resistance below $50 and a flat 200-day moving average, suggesting limited near-term upside. authorstock007/iStock via Getty Images

Super Micro Computer, Inc. (SMCI) issued preliminary earnings on the afternoon of July 21. The Tuesday release may have initially made bulls sweat, given recent bearish pre-announcements (including IBM’s) earlier this month. But the

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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.

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