3 Low P/E Stocks: Separating Multibaggers From a Value TrapRogers Communication NYSE: RCI reported third-quarter 2026 service revenue and adjusted EBITDA growth of 1% each as the Canadian telecom company emphasized cost discipline, lower capital spending and the value of its sports and media assets amid slower wireless market activity.
President and Chief Executive Officer Tony Staffieri said the company generated more than CAD 1.3 billion in free cash flow during the quarter, while capital expenditures fell 46%. Rogers’ debt leverage ratio improved to 3.7 times, down from 3.8 times in the preceding quarter.
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Rogers Communication Stock Should Be Launching Higher “Against the backdrop of lower market activity, we continued to deliver on our commitments and our long-term strategy,” Staffieri said. He added that Rogers posted wireless and cable adjusted EBITDA margins of 68% and 59%, respectively.
Wireless results reflect regulatory and market pressures
Wireless service revenue declined 1% from a year earlier, primarily due to a Canadian Radio-television and Telecommunications Commission decision that prohibited certain fees beginning in mid-June, according to Chief Financial Officer Glenn Brandt. Mobile phone average revenue per user, or ARPU, fell 2.6% to CAD 55.22.
Brandt said that excluding the CRTC decision, Rogers would have reported modest positive wireless service revenue growth and a sequential improvement in its ARPU decline. He said the company is seeking other ways to offset or reduce costs that had previously been covered by the affected fees.
Rogers added 17,000 total mobile phone customers during the quarter, including 6,000 postpaid additions. Staffieri said the company chose to focus on premium plans and customer value propositions rather than pursue volume through deeper price discounts during the back-to-school season.
Postpaid mobile phone churn rose four basis points year over year to 1.03%. Brandt attributed the increase largely to pricing actions taken early in the quarter and said the company viewed the impact as temporary. He also noted that incoming ARPU for customers added during the third quarter and into October was up 8% from a year earlier.
Management estimated that industry mobile net additions were down roughly 30% to 40% year over year in the third quarter. Staffieri said penetration growth appeared to have softened to roughly 1.5% to 2%, compared with a more traditional range of 2% to 2.5%, while population growth was essentially flat.
Cable growth continues as capital spending declines
Rogers’ cable service revenue grew for the sixth consecutive quarter, though reported growth was modest due in part to the December 2025 sale of customer-facing data centers. Excluding that sale, cable service revenue increased 1% organically, while cable adjusted EBITDA also rose 1%.
The cable adjusted EBITDA margin expanded 40 basis points to 59%. Brandt said the improvement reflected operational scale, continued cost-efficiency efforts, integration of practices from the Shaw operations and greater use of offshore resources for some call-center work.
Retail internet net additions totaled 10,000, reflecting lower market activity and Rogers’ focus on premium service rather than price-led customer acquisition. During the question-and-answer session, Brandt declined to break out revenue contributions between broadband and video, satellite and home-phone products, saying the company views its different categories of residential customers as important to overall performance.
Capital expenditures fell to CAD 524 million, producing a capital intensity ratio of 9.6% in the quarter. Brandt said lower spending partly reflected the sale of projects that were no longer priorities, which also removes future capital requirements. He said Rogers’ CAD 2.5 billion to CAD 2.7 billion capital-expenditure outlook for 2026 should indicate expectations for the near term, though the company did not formally provide 2027 guidance.
Staffieri said the lower capital envelope would not impair network performance or growth prospects. He cited ongoing network investments, rural connectivity opportunities and potential enterprise and Internet-of-Things applications from the company’s satellite partnership with SpaceX.
Sports and media strategy advances
Rogers completed its acquisition of the remaining 25% stake in Maple Leaf Sports & Entertainment on Oct. 1. Staffieri said the transaction gives Rogers full ownership of a collection of sports, entertainment and media assets that includes professional teams, Sportsnet and live-event venues.
The company plans to consolidate its sports, media and entertainment assets and sell a minority interest to third-party investors, targeting a closing in the first half of 2027. Brandt said proceeds from such a sale would be used to reduce debt.
Management pointed to rising sports franchise values, as well as the company’s media and live-entertainment operations, as evidence of the portfolio’s potential value. Staffieri said Rogers’ partnership with Live Nation to bring the Backstreet Boys to Canada for a 12-show residency next year at Rogers Centre illustrates how the company can combine venues, entertainment and customer offerings.
Rogers Sports & Media revenue rose 9% in the quarter, while adjusted EBITDA increased 12% to CAD 84 million. The Toronto Blue Jays helped support the results, with more than 3.3 million fans attending games during the regular season and average attendance reaching 97% of capacity, according to Staffieri.
Cash flow outlook reaffirmed
Free cash flow totaled approximately CAD 1.4 billion in the quarter, up 65% from a year earlier, aided by lower capital expenditures and lower cash taxes. Through the first nine months of 2026, free cash flow exceeded CAD 3.1 billion, up 34% year over year.
Rogers ended the quarter with CAD 8.3 billion in available liquidity, including CAD 3 billion of cash and cash equivalents and CAD 5 billion available under bank and other credit facilities. The figure did not include an additional CAD 5 billion of bilateral bank credit facilities arranged for the MLSE purchase.
Net income declined by about CAD 5.3 billion from the prior-year quarter, which included a CAD 5 billion non-cash gain related to Rogers’ original MLSE interest following its July 2025 purchase of BCE’s interest in the sports organization.
The company reaffirmed its 2026 outlook for 3% to 5% total service revenue growth, 1% to 3% adjusted EBITDA growth, capital expenditures of CAD 2.5 billion to CAD 2.7 billion, and free cash flow of CAD 4.1 billion to CAD 4.3 billion.
About Rogers Communication (NYSE:RCI)Rogers Communications Inc is a Canadian communications and media company serving consumers, businesses and public-sector organizations across Canada. Its telecommunications operations provide wireless voice and data services, broadband internet, television, home phone and related connectivity products. The company also offers enterprise networking, cybersecurity, cloud and other information technology services.
Rogers operates a portfolio of media and sports properties, including Sportsnet, Citytv and OMNI Television, along with radio stations, digital platforms and publishing operations.
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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CoreWeave's (CRWV -0.77%) stock has plunged 54% over the past 12 months, and it set a new 52-week low of $53.50 on Oct. 22. In the past week alone, it sank about 13%. Let's see why this neocloud stock fizzled out -- and if it's becoming a compelling buy at these prices.
What does CoreWeave do?
CoreWeave was once an Ethereum miner, but it repurposed its Nvidia (NVDA +0.24%) GPUs to train AI models after the cryptocurrency market crashed in 2018.
Image source: Getty Images.
Today, CoreWeave operates 51 data centers that run over a quarter million Nvidia GPUs to remotely process AI tasks. That streamlined approach enables it to process advanced AI workloads roughly 35 times faster and at 80% lower cost than larger cloud platforms. Its largest customers include Meta Platforms, Microsoft, OpenAI, and Anthropic. Nvidia also owns about 9% of CoreWeave, making it the company's top institutional investor.
CoreWeave went public last March. In 2025, its revenue soared 168% to $5.1 billion, and its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose 154% to $3.1 billion. Those explosive growth rates -- driven by the AI market's breakneck expansion -- dazzled investors, and the stock surged from its IPO price of $40 per share to a record high of $183.58 per share on June 20, 2025.
CRWV CoreWeave$55.17-$0.43 (-0.77%)
NASDAQ · As of 12:04 PM ET 10/23/26
Why did CoreWeave's stock crash?
At its peak, CoreWeave's enterprise value hit $91.1 billion -- or 18 times the revenue it would generate in 2025. However, it struggled to maintain that premium valuation because investors were concerned about its steep losses and persistent dilution.
Even though its adjusted EBITDA was positive, it posted a net loss of $1.2 billion in 2025. That massive gap was driven by interest payments, equipment depreciation, lease and acquisition costs, and stock-based compensation, all of which were excluded from its adjusted EBITDA.
To stabilize its liquidity, CoreWeave issued more shares and convertible debt. That's why its share count has risen 28% since its IPO, and why it ended its latest quarter with $72 billion in total liabilities and a jaw-dropping debt-to-equity ratio of 14.3. Those glaring weaknesses suggested its business model wasn't sustainable yet, and the Fed's rate hike in September -- its first in three years -- made its messy balance sheet even less attractive.
How fast is CoreWeave growing?
By the end of the second quarter of 2026, CoreWeave's contracted revenue backlog had grown 246% year over year to $104 billion. For the full year, analysts expect its revenue and adjusted EBITDA to surge 151% to $12.9 billion, with adjusted EBITDA growing 144% to $7.6 billion. But on a GAAP basis, they expect its net loss to widen from $1.2 billion to $2.9 billion.
While CoreWeave's business is booming, it had only 1.85 GW of capacity at the end of June, compared to a contracted backlog of 4.2 GW. It expects to lease more data centers and buy more GPUs to narrow that gap next year, but that expansion will be costly.
For 2027, analysts expect its revenue to grow 106% to $26.5 billion, its adjusted EBITDA to grow 121% to $16.7 billion, and its net loss to narrow slightly to $2.8 billion. At its current enterprise value of $76.2 billion, it trades at just four times next year's sales and six times its adjusted EBITDA. Those low valuations should limit its downside potential, even if near-term concerns about rising rates and steep net losses weigh on its stock.
Why could it be the right time to buy CoreWeave?
CoreWeave clearly has a first-mover advantage in the neocloud space; it's firmly backed by Nvidia, and economies of scale should kick in as its business matures. I didn't love the stock when it skyrocketed after its IPO, but I think it's worth accumulating in the mid-50s -- as long as you can tune out the near-term noise and focus on its long-term growth potential.
The market expects Capri Holdings (CPRI - Free Report) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While 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 luxury retailer is expected to post quarterly earnings of $0.21 per share in its upcoming report, which represents a year-over-year change of +800%.
Revenues are expected to be $781.27 million, down 8.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. 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 Capri Holdings?For Capri Holdings, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.76%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Capri Holdings will most likely 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 Capri Holdings would post earnings of $0.4 per share when it actually produced earnings of $0.67, delivering a surprise of +67.50%.
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.
Capri Holdings appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsBoot Barn (BOOT - Free Report) , another stock in the Zacks Retail - Apparel and Shoes industry, is expected to report earnings per share of $1.63 for the quarter ended September 2026. This estimate points to a year-over-year change of +19%. Revenues for the quarter are expected to be $581.15 million, up 15% from the year-ago quarter.
The consensus EPS estimate for Boot Barn has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.49%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that Boot Barn will most likely 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.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Cava Group (CAVA - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this Mediterranean restaurant chain have returned +2.2%, compared to the Zacks S&P 500 composite's -1.2% change. During this period, the Zacks Retail - Restaurants industry, which Cava falls in, has gained 3.6%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Cava is expected to post earnings of $0.12 per share for the current quarter, representing no change from the year-ago quarter. Over the last 30 days, the Zacks Consensus Estimate has changed +3.3%.
For the current fiscal year, the consensus earnings estimate of $0.55 points to a change of +1.9% from the prior year. Over the last 30 days, this estimate has changed +0.3%.
For the next fiscal year, the consensus earnings estimate of $0.74 indicates a change of +34.2% from what Cava is expected to report a year ago. Over the past month, the estimate has changed -2.5%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Cava.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Cava, the consensus sales estimate for the current quarter of $357.44 million indicates a year-over-year change of +22.3%. For the current and next fiscal years, $1.51 billion and $1.79 billion estimates indicate +27.7% and +18.9% changes, respectively.
Last Reported Results and Surprise HistoryCava reported revenues of $368.44 million in the last reported quarter, representing a year-over-year change of +31.3%. EPS of $0.19 for the same period compares with $0.16 a year ago.
Compared to the Zacks Consensus Estimate of $353.31 million, the reported revenues represent a surprise of +4.28%. The EPS surprise was +5.56%.
Over the last four quarters, Cava surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Cava is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Cava. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Shares of Strive (ASST +1.83%) soared 20.5% this week, according to data provided by S&P Global Market Intelligence. The stock's jump came as the company completed a $630 million preferred stock offering to fund its Bitcoin acquisition strategy.
Strive stock closed at $29.03 on Thursday, Oct. 22, up 20.5% from Friday, Oct. 16's close. Across those sessions, the S&P 500 was roughly flat at 0%.
ASST Strive$29.56+$0.53 (+1.83%)
NASDAQ · As of 12:04 PM ET 10/23/26
Funding an expansion in Bitcoin holdingsStrive closed an initial public offering of 7 million shares of its 15% Series A Perpetual SATS Preferred Stock at $90 per share on Tuesday, generating $630 million in gross proceeds. The proceeds will fund general corporate purposes and additional Bitcoin purchases.
In a filing with regulators, the company disclosed it bought 4,045 Bitcoins between Oct. 12 and Oct. 16 at an average price of $82,803 per coin, raising its total treasury holdings to 36,818 Bitcoins worth roughly $3 billion.
Strive is an asset manager operating as a Bitcoin treasury company, raising capital through stock offerings to buy and hold Bitcoin as its core reserve asset. Beyond its investment management subsidiary, the firm issues specialized preferred equity to retail and institutional investors, using the proceeds to continuously buy more Bitcoin.
By selling perpetual preferred stock with fixed dividend yields, management aims to amplify per-share Bitcoin exposure for common equity holders without diluting ownership through direct sales of common stock alone.
However, funding asset purchases with fixed-yield preferred obligations adds leverage to the capital structure, leaving common shareholders exposed if coin prices drop. This week's upsized preferred offering resolves near-term funding questions by providing more cash to accelerate Strive's Bitcoin accumulation strategy.
What's next for StriveInvestors should watch the company's upcoming earnings report in November, as well as the start of daily SATS dividends on Nov. 9. Because the firm relies on issuing high-yield preferred equity to purchase non-yielding digital assets, permanent capital loss remains a key risk for common shareholders if Bitcoin experiences a deep downturn and preferred dividend obligations strain liquidity.
Peer treasury companies like Strategy face similar crypto exposure, but Strive's unique daily distribution schedule imposes tighter operational requirements.
Is Strive stock a buy?Buying Bitcoin directly, or a Bitcoin exchange-traded fund (ETF), looks like a better deal than paying a premium for Strive stock right now. Counting its preferred stock, Strive is valued at about 1.4 times its Bitcoin, cash, and other treasury assets. That means investors are paying roughly 40% more than those assets are currently worth.
A sound strategy is to invest in treasury companies like Strive when their market caps are trading closer to the value of the Bitcoin and other treasury assets they hold. At near 1x net asset value (NAV), investors get the benefit of leveraged upside on the long-term appreciation of Bitcoin without overpaying. When the premium to NAV goes up, it's better to buy Bitcoin directly.
The main risk investors have to account for with treasury companies is the volatility. Bitcoin itself is highly volatile, but a treasury company like Strive is even more so. You're also betting on management's execution, which is another risk. With spot Bitcoin, there is no execution risk -- just the volatility of the asset itself.
For most Bitcoin investors, buying an ETF is the simpler option.
SanDisk has shed a third of its value in a month even as its business posts record numbers and locks in nearly $94 billion in signed customer contracts. One top analyst sees a near-triple from here, but the bull case…
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) currently trades at $1,260.93, while Wall Street’s average price target is $2,173. That gap works out to 72.3% implied upside.
SanDisk is the NAND flash pure-play that was spun out in February 2025. AI datacenter storage demand has made it one of the market’s biggest winners. Fiscal fourth-quarter revenue reached $8.96 billion, up 371.6% year over year, and non-GAAP EPS of $39.25 beat the $33.28 estimate.
The gap stands out because the stock has pulled back just as the business looks strongest. Melius Research analyst Ben Reitzes holds a Street-high target of $3,600, which implies 185.5% upside. That is close to triple the current price.
China Memory Fears and Profit-Taking Drag SanDisk Down 33% in a Month The biggest blow came from reports that China’s ChangXin Memory Technologies had made progress on next-generation DRAM and server-grade DDR5 chips. That news triggered selling across memory stocks. SanDisk has lost 33.18% over the past month. It fell 8.51% in the latest session alone and now sits 46.4% below its 52-week high of $2,354.39.
SanDisk makes NAND, a separate product from DRAM, so ChangXin’s progress is a less direct threat. Other pressures piled on anyway: profit-taking after the 2026 rally, rising Treasury yields and concerns about debt-funded AI infrastructure spending. The company’s own numbers remain strong. SanDisk has beaten EPS estimates five straight quarters.
Analysts See $93.9 Billion in Contracts the Market Is Discounting The bull case rests on SanDisk’s multi-year customer agreements, which the company calls NBMs. CFO Luis Visoso said signed NBMs carry total expected revenue of “a minimum of $93.9 billion, assuming floor pricing.” Those contracts are expected to cover more than 50% of bits in fiscal 2027 and approximately two-thirds in fiscal 2028, and they are backed by $16.5 billion in financial guarantees.
Melius builds its $3,600 target on three pillars: demand for High-Bandwidth Flash, tight NAND pricing and free cash flow strong enough to support up to $100 billion in buybacks over three years. Other desks sit close behind, with Bernstein at $3,000 and Cantor Fitzgerald at $2,900. The board has already added $14 billion in buyback authorization.
Recent updates have been positive. Mizuho maintained Outperform and raised its target to $2,050, and Rosenblatt initiated at Buy with a $2,400 target. The next test is the upcoming earnings report. Guidance calls for revenue of $10.30 billion to $10.80 billion and EPS of $44.00 to $46.00.
Price targets are opinions, though. The $3,600 call assumes pricing stays strong in a NAND market that management expects to grow 3x year over year in 2026.
Every Storage Name Sold Off, and SanDisk Fell Hardest The whole storage group fell together. Over the past month, SanDisk dropped more than any of its peers.
Micron Technology (NASDAQ:MU) is down 20.09% over the past month. It trades at $856.49 versus a $1,560.57 target and offers 82.2% implied upside. Nine analysts rate it Strong Buy, 36 Buy, three Hold and one Strong Sell. That is more consensus upside than SanDisk.
Western Digital (NASDAQ:WDC), SanDisk’s former parent, has fallen 25.23% in a month. At $354.19 versus a $654 target, the implied upside is 84.6%, with four Strong Buy, 17 Buy and five Hold ratings.
Seagate Technology (NASDAQ:STX) is down 30.49% in a month. It trades at $642.14 versus a $1,116.58 target and offers 73.9% upside, which is similar to SanDisk.
On consensus targets, Western Digital has the most upside in the group, and SanDisk has the least. SanDisk’s case rests heavily on its outlier targets.
A 431% Year Still Survives the Slide At $1,260.93, SanDisk would need to rise 72.3% to reach the $2,173 consensus. Here is how the 25 covering analysts rate the stock:
Strong Buy: 4 Buy: 17 Hold: 3 Strong Sell: 1 Even after the selloff, the stock is up 431.19% year to date, while the S&P 500 has gained 12.03%. Over the past month, SanDisk fell 33.18% while the index slipped 0.5%. The forward P/E is about 8.
Signed Revenue Tilts Me Bullish Before Earnings My view on SanDisk becomes more constructive if the coming earnings report hits guidance and NBM coverage keeps growing. That would show signed pricing holding up in a falling market. My view becomes cautious if NAND pricing rolls over or AI capex budgets shrink. Floor-price contracts protect revenue, yet margins near 84.6% leave a long way to fall.
I lean bullish. A forward multiple near 8 with $93.9 billion in signed floor revenue reflects much of the bad news. Still, I’d treat the $3,600 target as a ceiling, and the consensus is the more realistic mark to measure against.
Contact [email protected] for any questions or corrections.
Centrus Energy (LEU) recently acquired Westerman Holdings, securing a crucial manufacturing supplier as nuclear fuel demand accelerates. Westerman produces specialized equipment across several sectors, including nuclear-grade items like UF6 cylinders, engineered industrial systems, and production technologies for upstream and midstream oil and gas. The Centrus Energy Westerman acquisition points to a broader trend of nuclear companies using targeted M&A deals to secure heavy manufacturing capabilities and expand capacity.
Key Takeaways
Centrus purchased 100% of Westerman Holdings for roughly $116 million using a mix of cash on hand and common stock.
The transaction adds about 400 manufacturing employees and four production facilities across Ohio, Oklahoma, and Wyoming.
Westerman brings active revenue streams from non-nuclear industrial markets, matching a key trait seen across several Range Nuclear Renaissance ETF (NUKZ) holdings.
Strategic Supply Chain Impact of Centrus Energy Westerman Acquisition
Centrus acquired 100% of Westerman’s outstanding membership interests for approximately $116 million, according to a statement from the firm. Centrus funded the purchase price through $95 million in cash on hand alongside $21 million in Centrus Class A common stock. As part of the closing structure, Centrus repaid Westerman’s $12.7 million term loan and fully satisfied $31.5 million in subordinated notes. Centrus expects the transaction to be accretive to its adjusted earnings per share in the first full year.
Operationally, the deal adds roughly 400 employees and four manufacturing facilities located in Ohio, Oklahoma, and Wyoming to Centrus’ footprint. Westerman already acts as a primary supplier producing centrifuge casings and key components for Centrus. Bringing this capacity in-house mirrors the industrywide reliance on specialized EPC and manufacturing firms to execute infrastructure buildouts.
Revenue Diversification Fits NUKZ Portfolio Profile
In addition to nuclear transportation cylinders, Westerman maintains an established customer base in oil, gas, and petrochemical markets. That existing non-nuclear business gives Centrus immediate revenue streams outside core enrichment services.
This hybrid structure mirrors several other holdings inside the Range Nuclear Renaissance ETF (NUKZ). Many holdings in the fund maintain strong industrial, energy, or defense businesses, allowing them to generate consistent cash flow while retaining upside to long-term nuclear deployment.
NUKZ offers exposure to the entire nuclear value chain, including reactor design, construction, utilities, and fuel supply chains.
Looking for nuclear insights in your inbox? Subscribe here to keep a pulse on nuclear investing through our weekly research.
For more news, information, and analysis, visit the Nuclear Energy Content Hub.
vettafi.com is owned by VettaFi LLC (“VettaFi”). VettaFi is the index provider for NUKZ, for which it receives an index licensing fee. However, NUKZ is not issued, sponsored, endorsed, or sold by VettaFi. VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of NUKZ.
For the quarter ended September 2026, Flagstar Bank (FLG - Free Report) reported revenue of $530 million, up 2.1% over the same period last year. EPS came in at $0.01, compared to -$0.07 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $537.38 million, representing a surprise of -1.37%. The company delivered an EPS surprise of -83.33%, with the consensus EPS estimate being $0.06.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Flagstar Bank performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Interest Margin: 2.2% versus the seven-analyst average estimate of 2.2%.Efficiency Ratio: 87.6% compared to the 82.3% average estimate based on six analysts.Net charge-offs to average loans: 0.5% versus 0.4% estimated by six analysts on average.Average Balances - Interest earning assets: $84.25 billion compared to the $83.59 billion average estimate based on six analysts.Book value per common share (GAAP): $17.82 versus the five-analyst average estimate of $18.71.Total Non-performing loans: $2.82 billion compared to the $2.61 billion average estimate based on two analysts.Total risk-based capital ratio: 15.7% versus the two-analyst average estimate of 16.2%.Tier 1 risk-based capital ratio: 13.2% versus the two-analyst average estimate of 13.7%.Total Nonperforming Assets: $2.83 billion versus the two-analyst average estimate of $2.62 billion.Leverage Capital Ratio: 9.3% versus 9.6% estimated by two analysts on average.Net Interest Income: $460 million versus the seven-analyst average estimate of $459.39 million.Total non-interest income (loss): $70 million compared to the $77.05 million average estimate based on seven analysts.View all Key Company Metrics for Flagstar Bank here>>>
Shares of Flagstar Bank have returned -7.7% over the past month versus the Zacks S&P 500 composite's -1.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Flagstar Bank, National Association NYSE: FLG said its turnaround plan remains intact but will take longer to reach its targeted profitability metrics as elevated interest rates, inflation and deposit competition pressure credit costs and balance-sheet growth.
During its third-quarter 2026 earnings call, Executive Chairman and CEO Joseph Otting said the company now expects to complete its transformation in 2028, rather than 2027. Management cited a higher-for-longer rate environment, slower expected deposit growth, related limits on commercial and industrial lending growth, and increased provision costs tied largely to New York City rent-regulated multifamily loans.
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“This is a change in timing, not in our strategy nor expectations,” Otting said.
Revised Outlook Extends Into 2028
Co-President, Co-Chief Operating Officer and Chief Financial Officer Lee Smith said Flagstar reduced its forecasts for 2026 and 2027, while adding a 2028 outlook. The bank now expects 2026 earnings per share of $0.10 to $0.15 and 2027 EPS of $0.85 to $0.95. For 2028, Flagstar forecast EPS of $1.60 to $1.70.
Smith said the revised outlook reflects higher expected provision expense in the fourth quarter and in 2027, a more competitive environment for deposits, reduced mortgage originations and a slower pace of nonaccrual-loan resolution.
Interest rates have shifted substantially in recent months, according to Smith. He said the five-year Treasury yield had risen 75 basis points over the preceding three months as of Oct. 14 and 111 basis points over the preceding six months. The bank’s forecast incorporated a forward curve with four expected rate hikes.
Higher rates and inflation have increased capitalization rates and operating expenses for New York City rent-regulated buildings while rents have been frozen for as long as two years in some cases, Smith said. Those factors have pressured debt-service coverage ratios and increased the risk of loans moving into criticized and classified categories.
Flagstar recorded a $76 million provision expense in the third quarter. Smith said the bank’s outlook for provisions should be viewed as a proxy for expected net charge-offs.
C&I Growth Continues as CRE Exposure Declines
Flagstar continued to shift its balance sheet toward commercial and industrial lending. The bank added $2 billion in net C&I loans during the third quarter, bringing total C&I balances to $20.6 billion, up 11% from the prior quarter. The growth reflected approximately 75 new relationships, with an average loan outstanding of roughly $28 million.
Co-President, Co-Chief Operating Officer and Chief Banking Officer Rich Raffetto said Flagstar generated $4.6 billion in new and increased C&I commitments and $2.9 billion in loan originations during the quarter. Its C&I pipeline stood at $2.7 billion at quarter-end.
Growth was supported by lending across financial institutions, lender finance, renewable energy, entertainment, technology, healthcare, leisure and hospitality, public finance, equipment finance and diversified industrials, Raffetto said. The bank also added 35 new and replacement commercial-banking hires during the quarter, bringing total hiring over the past several years to more than 400 professionals.
Meanwhile, commercial real estate par payoffs totaled $1.2 billion in the third quarter, including $420 million of loans rated substandard. Flagstar funded approximately $375 million of new relationship-based CRE loans during the quarter, resulting in a smaller net decline in the portfolio. Management expects CRE balances to decline by about $1 billion per quarter.
The bank expects average balance-sheet growth of approximately $1 billion per quarter in 2027 and 2028. Management said it expects to add about $2 billion of net loans per quarter, funded roughly equally through deposit growth and CRE runoff.
Deposit Competition Remains a Key Variable
Total deposits rose approximately $300 million from the prior quarter. Core commercial client deposits increased by about $600 million, Raffetto said, alongside gains in capital-markets and treasury-management fees.
However, Smith said Flagstar has reduced its deposit-growth assumptions because of intensified competition. The bank expects to attract roughly $800 million to $1 billion of deposits per quarter in 2027, with about 18% expected to be noninterest-bearing. Management identified its ability to achieve that deposit growth as the principal risk to its forecast.
Average interest-bearing deposit costs increased one basis point sequentially to 3.09%. Flagstar’s net interest margin expanded four basis points from the second quarter to 2.17%, while September margin reached 2.23%. Smith said the bank expects fourth-quarter NIM to range from 2.20% to 2.25%.
Management expects future margin expansion to benefit from the reset or maturity of low-coupon multifamily loans. Between Oct. 1, 2026, and Dec. 31, 2027, approximately $12 billion of CRE multifamily loans with coupons below 3.9% are scheduled to reset or mature. Another $7 billion of loans with a weighted average coupon of 4.43% are scheduled to reset or mature in 2028.
Smith said loans that remain at the bank would reprice at higher market rates, while paid-off balances could be redeployed into market-rate C&I or CRE loans.
Credit Trends and Capital Position
Net charge-offs were $74 million, or 49 basis points of average loans, down $25 million from the previous quarter. Nonaccrual loans were relatively stable at approximately $2.8 billion, and 42% of nonaccrual loans were current and performing, according to Smith.
Criticized and classified loans increased $670 million, or 6%, as Flagstar performed an 18-month forward review of loans nearing maturity or repricing. Smith said a significant part of the migration occurred among market-rate units rather than solely within the rent-regulated portfolio.
Flagstar’s New York City rent-regulated portfolio with more than 50% rent-regulated units totaled $8.1 billion at Sept. 30, down $370 million, or 4%, from the second quarter. The broader rent-regulated portfolio totaled $12.9 billion, down $531 million, or 4%.
The bank expects nonaccrual loans to end 2026 at about $2.6 billion and decline to roughly $2 billion during 2027, though at a slower pace than previously forecast.
Flagstar reported a common equity Tier 1 ratio of 12.38%. The bank completed its previously authorized $250 million repurchase program, buying back 19.1 million shares at an average price of about $13 each. Otting said management does not anticipate additional repurchases in the fourth quarter but expects to consider resuming buybacks in 2027, depending on core earnings growth, credit trends and capital needs for C&I expansion.
About Flagstar Bank, National Association (NYSE:FLG)Flagstar Bank, National Association is a full-service regional bank and the principal banking subsidiary of Flagstar Financial, Inc, formerly known as New York Community Bancorp. The bank provides consumer and business banking services through deposits, checking and savings accounts, lending, cash management, and digital banking channels.
Flagstar's lending activities include residential mortgages, mortgage servicing, commercial real estate loans, multifamily financing, commercial and industrial loans, and other consumer credit products.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Modine (MOD - Free Report) .
Modine currently has an average brokerage recommendation (ABR) of 1.33, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 12 brokerage firms. An ABR of 1.33 approximates between Strong Buy and Buy.
Of the 12 recommendations that derive the current ABR, 11 are Strong Buy, representing 91.7% of all recommendations.
Brokerage Recommendation Trends for MOD
Check price target & stock forecast for Modine here>>>
While the ABR calls for buying Modine, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is MOD Worth Investing In?Looking at the earnings estimate revisions for Modine, the Zacks Consensus Estimate for the current year has declined 8.2% over the past month to $7.02.
Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Modine. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, it could be wise to take the Buy-equivalent ABR for Modine with a grain of salt.
Key Takeaways NVT doubled liquid cooling capacity with Blaine, but expects demand to require further expansion.NVT expects data center sales to exceed $2 billion in 2026, more than double the prior year's level.NVT plans Blaine 2 for H1 2027 and a new modular liquid cooling platform launch in fall 2026. nVent Electric (NVT - Free Report) sees rising heat levels from next-generation AI chips as an opportunity to grow its liquid cooling business. As data centers use more powerful chips, they need better cooling systems to manage the additional heat. nVent Electric has been developing liquid cooling solutions for more than a decade and is expanding its capacity to meet rising customer demand.
The company is increasing its investment in liquid cooling to support the growth of AI data centers. nVent Electric opened a new facility in Blaine, MN, in early 2026, effectively doubling its liquid cooling capacity. However, management said this expansion would not be enough to meet expected demand. The company has announced another facility, Blaine 2, of a similar size, which is expected to open in the first half of 2027. nVent Electric expects total data center sales to exceed $2 billion in 2026, more than double the prior year’s level, with liquid cooling making a significant contribution.
nVent Electric is developing products to meet changing data center requirements. The company is preparing to launch a new modular liquid cooling platform in fall 2026. Management said customer interest in the platform is high. nVent Electric is also working with NVIDIA and other industry participants on product requirements through 2030 to prepare for future generations of AI chips and rising rack-level heat densities.
Management estimates that liquid cooling currently accounts for only 10% to 15% of data center cooling. It expects the technology to have a long growth opportunity as data centers adopt more powerful chips and upgrade their cooling systems. This could support demand for nVent Electric’s liquid cooling products beyond the initial build-out of AI data centers. As of now, the company will need to bring new capacity online and scale production to meet customer demand. Its ability to execute on these expansion plans will be important to sustaining growth in this business.
How Do Competitors Fare Against NVTnVent Electric faces stiff competition from AI data center infrastructure players such as Vertiv (VRT - Free Report) and Super Micro Computer (SMCI - Free Report) .
Vertiv is also benefiting from strong AI data center spending and has a broad portfolio covering power and thermal management. VRT offers power, cooling and services as an integrated solution and is expanding its liquid-cooling capabilities through acquisitions, including Strategic Thermal Labs, which added server-side liquid cooling and cold-plate expertise. VRT expects 2026 sales of $14 billion, suggesting 37% year-over-year growth, with organic growth of 31%.
Super Micro Computer is another strong player in AI data-center infrastructure, with its business spanning servers, storage, networking and direct liquid cooling. Its data center building block solutions combine GPU and CPU servers, storage, direct liquid cooling, cooling distribution units, networking and data-center management software. SMCI is also expanding its liquid-cooling capacity and expects its manufacturing network to support more than 3,000 direct liquid-cooled racks per month. For fiscal 2027, the company expects revenues of $65-$72 billion.
NVT's Price Performance, Valuation & EstimatesShares of nVent Electric have jumped 25.2% year to date against the Zacks Electronics - Miscellaneous Components industry’s decline of 21%.
From a valuation standpoint, NVT trades at a forward price-to-sales ratio of 3.32X, lower than the industry’s average of 3.46X. NVT has a Value Score of D.
NVT’s Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for nVent Electric’s 2026 and 2027 earnings per share (EPS) implies year-over-year growth of 53.1% and 23.8%, respectively. EPS estimates for 2026 and 2027 have both been revised downward over the past 30 days.
Image Source: Zacks Investment Research
NVT currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Pressure on tech remains the key focus for investors to close the trading week, according to Kevin Hincks. SpaceX (SPCX) is one company in the tech atmosphere catching a bid ahead of the opening bell as it seeks to secure tens of thousands of cell towers and gets a double upgrade from Phillip Securities.
Space Exploration Technologies Corp., aka SpaceX, is well positioned for massive growth, targeting $100B ARR and up to 3 GW compute capacity by year-end, finishing very strongly for 2026. SPCX's compute rental business and Starlink's 13.6M subscribers underpin robust near-term economics and fund aggressive terrestrial and AI expansion. Management is securing $40B in debt financing to support a multi-year AI infrastructure buildout and potentially hitting 23 GW in power capacity by FY2027.
Speed restrictions on Starlink communication systems in Ukraine remained in place, Ukrainian officials said on Friday, contradicting US President Donald Trump's statement that the services had been fully restored.
Five Ukrainian officials familiar with the matter said that restrictions on Starlink that disrupt connections for drones flying faster than 160 km per hour persisted.
Trump said on Thursday that SpaceX (SPCX.O) CEO Elon Musk had restored Ukraine's Starlink access.
The caps have been in place since October 13 as relations between Kyiv and Washington deteriorated.
"We are currently not observing any lifting of speed limits on Starlink," Serhiy Beskrestnov, adviser to Ukrainian President Volodymyr Zelenskiy, said on the Telegram app.
"There are isolated instances where Starlink may travel slightly faster than the speed limit, but this is likely due to the SpaceX algorithm or specific usage conditions."
A source from the Defence Ministry and two other Ukrainian officials familiar with the matter also confirmed the restrictions.
Ukraine's problems with Starlink came after Trump announced a deal to buy Russian diesel and waived new sanctions on Moscow. Trump also told Ukraine to stop its attacks on Russian oil refineries and said that Zelenskiy should be replaced.
Zelenskiy said that the restrictions complicated Ukraine's efforts to repel Russian jet drone attacks on Ukrainian cities. They also hampered Kyiv's military efforts along the front line, where Starlink terminals were used to fly drones into occupied Ukrainian territory.
"Our people are waiting for positive news, hoping that the restrictions will be lifted and our defenders will have the capabilities they need to protect lives," Denys Sienik from the Ukrainian embassy in the United States said in a post on X.
"Unfortunately, as of today, nothing has changed. We continue to wait."
SpaceX is reportedly in talks to secure a minimum of 80,000 cell sites across the US, a move that would solidify the rocket and satellite giant's path toward building a fourth nationwide wireless carrier. Ruhell Amin reports on Bloomberg Television.
Space Exploration Technologies (SPCX +1.99%) started as a space business and later added connectivity and AI segments. Somewhat ironically, as of the third quarter of 2026, the space segment was the only one that wasn't turning a profit.
The space segment generated $1.8 billion in revenue for the quarter, up 6% year over year. It also posted a $7 million operating loss, compared with $259 million in operating income a year ago. However, the loss doesn't tell the whole story.
Image source: Getty Images.
The main reason SpaceX lost money on space launches was its $1.2 billion in research and development (R&D) spending. This spending, and the other costs of its launches, don't just benefit the space segment. They also bolster connectivity, SpaceX's most profitable business.
SpaceX conducted 35 rocket launches in Q3: 12 for external customers and 23 internal launches -- missions to deploy SpaceX's own assets. All 23 internal launches last quarter carried Starlink satellites, although one, a Starship flight in late July, didn't add to the operational network. It was a payload-deployment test, and by design, the satellites that it deployed deorbited and burned up in Earth's atmosphere after a brief period of data collection.
Meanwhile, in Q3, the connectivity segment's revenue increased 69% year over year to $5.2 billion. Operating income for the segment did even better, growing 99% to $2.4 billion. That accounted for most of SpaceX's $2.8 billion in operating income for the quarter. Starlink also had 13.6 million consumer subscribers as of the end of Q3, up from 12 million at the end of Q2.
SPCX Space Exploration Technologies$147.63+$2.88 (+1.99%)
NASDAQ · As of 11:48 AM ET 10/23/26
Even though SpaceX's segments are often evaluated separately, it makes more sense now to view space and connectivity as a package deal. Space isn't a big moneymaker on its own, but the rocket launch operation is central to the company's ability to maintain and grow the satellite network that connectivity depends on.
Its new launch vehicle, Starship, just shifted out of the cost-intensive testing phase. But once its commercial use ramps up to full capacity, a single Starship launch carrying Starlink's next-gen V3 satellites could add 20 times as much network download capacity as its current Falcon 9 launches. Company executives have already described plans for a rapid expansion of the Starlink network in 2027.
Lyle Daly has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Toll Brothers (TOL - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this home builder have returned +3.8% over the past month versus the Zacks S&P 500 composite's -1.2% change. The Zacks Building Products - Home Builders industry, to which Toll Brothers belongs, has lost 0.6% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Toll Brothers is expected to post earnings of $4.89 per share, indicating a change of +6.8% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days.
The consensus earnings estimate of $12.8 for the current fiscal year indicates a year-over-year change of -5.1%. This estimate has changed -0.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $13.78 indicates a change of +7.7% from what Toll Brothers is expected to report a year ago. Over the past month, the estimate has changed -1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Toll Brothers.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Toll Brothers, the consensus sales estimate for the current quarter of $3.51 billion indicates a year-over-year change of +2.4%. For the current and next fiscal years, $10.84 billion and $10.92 billion estimates indicate -1.2% and +0.8% changes, respectively.
Last Reported Results and Surprise HistoryToll Brothers reported revenues of $2.66 billion in the last reported quarter, representing a year-over-year change of -9.7%. EPS of $2.97 for the same period compares with $3.73 a year ago.
Compared to the Zacks Consensus Estimate of $2.6 billion, the reported revenues represent a surprise of +2.36%. The EPS surprise was +2.41%.
Over the last four quarters, Toll Brothers surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Toll Brothers is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Toll Brothers. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Financial Futures Ltd Liability Co. lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 26.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,397 shares of the iPhone maker’s stock after purchasing an additional 1,772 shares during the quarter. Apple accounts for approximately 1.0% of Financial Futures Ltd Liability Co.’s portfolio, making the stock its 22nd largest position. Financial Futures Ltd Liability Co.’s holdings in Apple were worth $2,797,000 as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of AAPL. Avenir Tech Ltd bought a new position in shares of Apple in the 2nd quarter worth $29,000. Longfellow Investment Management Co. LLC purchased a new stake in shares of Apple during the 2nd quarter valued at $30,000. ABS Investment Management LLC bought a new stake in shares of Apple during the 2nd quarter worth $376,168,000. Bamco Inc. NY bought a new stake in shares of Apple during the 2nd quarter worth $118,000. Finally, Bard Associates Inc. bought a new stake in shares of Apple during the 2nd quarter worth $161,000. 67.73% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth Several research analysts recently issued reports on the stock. BTIG Research began coverage on shares of Apple in a research report on Monday, August 17th. They issued a “neutral” rating for the company. Phillip Securities raised their price target on Apple from $290.00 to $300.00 and gave the company a “neutral” rating in a research report on Monday, September 14th. Rothschild & Co Redburn set a $400.00 price target on Apple and gave the stock a “buy” rating in a research note on Monday, August 17th. Moffett Nathanson set a $283.00 price target on Apple and gave the stock a “neutral” rating in a research note on Tuesday. Finally, Piper Sandler started coverage on Apple in a report on Monday, August 17th. They issued an “overweight” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Apple currently has an average rating of “Moderate Buy” and an average price target of $340.12.
Check Out Our Latest Report on AAPL Insider Buying and Selling In other news, CEO John Ternus sold 25,412 shares of Apple stock in a transaction dated Friday, October 2nd. The stock was sold at an average price of $332.94, for a total value of $8,460,671.28. Following the transaction, the chief executive officer owned 59,567 shares in the company, valued at approximately $19,832,236.98. The trade was a 29.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Deirdre O’brien sold 46,389 shares of the business’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $333.42, for a total value of $15,467,020.38. Following the completion of the sale, the senior vice president directly owned 136,810 shares of the company’s stock, valued at approximately $45,615,190.20. This trade represents a 25.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 286,853 shares of company stock worth $95,477,342 in the last ninety days. Corporate insiders own 0.06% of the company’s stock.
Apple Price Performance AAPL stock opened at $348.22 on Friday. The firm has a market cap of $5.08 trillion, a P/E ratio of 39.93, a P/E/G ratio of 2.72 and a beta of 1.07. The firm’s fifty day moving average is $328.91 and its 200 day moving average is $309.07. Apple Inc. has a 52 week low of $243.42 and a 52 week high of $348.36. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00.
Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The business had revenue of $109.42 billion during the quarter, compared to the consensus estimate of $109.04 billion. During the same period in the previous year, the firm posted $1.57 earnings per share. The firm’s revenue for the quarter was up 16.4% on a year-over-year basis. Research analysts predict that Apple Inc. will post 8.75 earnings per share for the current year.
Apple Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were paid a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s dividend payout ratio (DPR) is 12.39%.
Apple News Roundup Here are the key news stories impacting Apple this week:
Positive Sentiment: Strong iPhone Duo demand is the main catalyst. Preorders for the $1,999 foldable reportedly sold out quickly, with delivery dates extending into 2027. DigiTimes reported that Apple raised its 12-month shipment target by 44% to 14 million units, up from an initial 9.7 million. iPhone Duo preorder surge prompts Apple to raise shipment targets Positive Sentiment: The foldable launches Friday with supply constrained. Limited store inventory, combined with online backorders, could support near-term pricing power and signal meaningful demand for a new premium product category. Apple bets iPhone Duo can remake foldable market Positive Sentiment: Apple is increasingly viewed as an AI “safe haven.” Investors are favoring the company’s substantial cash generation and device-focused AI strategy over rivals committing enormous sums to centralized data centers. Berkshire Hathaway’s continued large Apple holding also reinforces the stock’s defensive appeal. Apple’s Cash Flow Machine Makes It Investors’ Favorite AI Hedge Positive Sentiment: Additional growth opportunities are emerging. Apple is expanding its smart-home ecosystem with Schneider Electric and has another product event scheduled for October 28, potentially providing further catalysts. Schneider Electric teams up with Apple on smart-home products Neutral Sentiment: Valuation remains the key debate. Apple’s approximately 40 times earnings multiple and $5 trillion valuation leave investors dependent on strong holiday sales, expanding margins and sustained product growth. Analysts remain divided, with some projecting another major growth phase while others see limited upside. Negative Sentiment: Loop Capital downgraded AAPL to Hold over valuation and concerns about iPhone shipment prospects, creating a counterweight to the upbeat foldable-phone reports. Apple slips as Loop Capital downgrades on iPhone shipment concerns Negative Sentiment: Insider selling and ETF outflows add modest pressure. SVP Jennifer Newstead sold 2,399 shares worth about $815,000, while reports also cited net ETF selling and additional insider transactions. These trades are relatively small compared with Apple’s size but may reinforce valuation concerns. Apple Company Profile (Free Report)
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
Recommended Stories Five stocks we like better than Apple Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
Receive News & Ratings for Apple Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apple and related companies with MarketBeat.com's FREE daily email newsletter.
Forvis Mazars Wealth Advisors LLC lifted its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 5.2% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 195,668 shares of the iPhone maker’s stock after acquiring an additional 9,723 shares during the period. Apple accounts for about 1.1% of Forvis Mazars Wealth Advisors LLC’s portfolio, making the stock its 14th biggest holding. Forvis Mazars Wealth Advisors LLC’s holdings in Apple were worth $64,304,000 as of its most recent SEC filing.
Other hedge funds have also recently made changes to their positions in the company. State Street Corp boosted its stake in Apple by 4.7% in the 2nd quarter. State Street Corp now owns 630,662,494 shares of the iPhone maker’s stock worth $182,897,769,000 after purchasing an additional 28,321,085 shares during the period. Berkshire Hathaway Inc purchased a new stake in Apple during the 2nd quarter valued at approximately $65,950,297,000. Bank of America Corp DE purchased a new stake in Apple during the 2nd quarter valued at approximately $36,986,090,000. Legal & General Group Plc bought a new stake in shares of Apple during the second quarter valued at approximately $30,443,242,000. Finally, Amundi raised its position in shares of Apple by 23.2% during the first quarter. Amundi now owns 73,082,616 shares of the iPhone maker’s stock valued at $18,547,637,000 after buying an additional 13,780,080 shares during the last quarter. Institutional investors own 67.73% of the company’s stock.
More Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Strong iPhone Duo demand is the main catalyst. Preorders for the $1,999 foldable reportedly sold out quickly, with delivery dates extending into 2027. DigiTimes reported that Apple raised its 12-month shipment target by 44% to 14 million units, up from an initial 9.7 million. iPhone Duo preorder surge prompts Apple to raise shipment targets Positive Sentiment: The foldable launches Friday with supply constrained. Limited store inventory, combined with online backorders, could support near-term pricing power and signal meaningful demand for a new premium product category. Apple bets iPhone Duo can remake foldable market Positive Sentiment: Apple is increasingly viewed as an AI “safe haven.” Investors are favoring the company’s substantial cash generation and device-focused AI strategy over rivals committing enormous sums to centralized data centers. Berkshire Hathaway’s continued large Apple holding also reinforces the stock’s defensive appeal. Apple’s Cash Flow Machine Makes It Investors’ Favorite AI Hedge Positive Sentiment: Additional growth opportunities are emerging. Apple is expanding its smart-home ecosystem with Schneider Electric and has another product event scheduled for October 28, potentially providing further catalysts. Schneider Electric teams up with Apple on smart-home products Neutral Sentiment: Valuation remains the key debate. Apple’s approximately 40 times earnings multiple and $5 trillion valuation leave investors dependent on strong holiday sales, expanding margins and sustained product growth. Analysts remain divided, with some projecting another major growth phase while others see limited upside. Negative Sentiment: Loop Capital downgraded AAPL to Hold over valuation and concerns about iPhone shipment prospects, creating a counterweight to the upbeat foldable-phone reports. Apple slips as Loop Capital downgrades on iPhone shipment concerns Negative Sentiment: Insider selling and ETF outflows add modest pressure. SVP Jennifer Newstead sold 2,399 shares worth about $815,000, while reports also cited net ETF selling and additional insider transactions. These trades are relatively small compared with Apple’s size but may reinforce valuation concerns. Apple Stock Up 1.2% NASDAQ AAPL opened at $348.22 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The company has a market capitalization of $5.08 trillion, a P/E ratio of 39.93, a P/E/G ratio of 2.72 and a beta of 1.07. Apple Inc. has a one year low of $243.42 and a one year high of $348.36. The stock has a 50 day moving average price of $328.91 and a 200-day moving average price of $309.07. Apple (NASDAQ:AAPL – Get Free Report) last posted its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The firm had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. During the same period last year, the firm posted $1.57 earnings per share. Apple’s revenue for the quarter was up 16.4% compared to the same quarter last year. As a group, equities analysts predict that Apple Inc. will post 8.75 EPS for the current fiscal year.
Apple Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were given a dividend of $0.27 per share. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a yield of 0.3%. Apple’s dividend payout ratio (DPR) is 12.39%.
Insider Buying and Selling at Apple In other news, SVP Deirdre O’brien sold 46,389 shares of the business’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $333.42, for a total value of $15,467,020.38. Following the sale, the senior vice president directly owned 136,810 shares in the company, valued at $45,615,190.20. The trade was a 25.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Timothy D. Cook sold 191,753 shares of the company’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $332.96, for a total transaction of $63,846,078.88. Following the sale, the insider owned 3,264,168 shares in the company, valued at $1,086,837,377.28. This represents a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 286,853 shares of company stock worth $95,477,342 over the last three months. 0.06% of the stock is owned by company insiders.
Wall Street Analyst Weigh In Several equities analysts have recently commented on AAPL shares. Citic Securities boosted their target price on shares of Apple from $300.00 to $349.00 in a report on Thursday, August 6th. China Renaissance cut shares of Apple from a “buy” rating to a “hold” rating and cut their target price for the company from $329.00 to $280.00 in a research note on Tuesday, August 4th. Morgan Stanley reiterated an “overweight” rating on shares of Apple in a report on Wednesday. Deutsche Bank Aktiengesellschaft downgraded shares of Apple from a “buy” rating to a “hold” rating in a report on Monday, August 17th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Apple in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fifteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Apple presently has an average rating of “Moderate Buy” and a consensus price target of $340.12.
Get Our Latest Research Report on AAPL
Apple Company Profile (Free Report)
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
Recommended Stories Five stocks we like better than Apple Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
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Davis Rea LTD. raised its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 166.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 69,832 shares of the iPhone maker’s stock after buying an additional 43,618 shares during the period. Apple accounts for 6.7% of Davis Rea LTD.’s investment portfolio, making the stock its 7th biggest holding. Davis Rea LTD.’s holdings in Apple were worth $23,255,000 at the end of the most recent quarter.
Other hedge funds have also recently modified their holdings of the company. Prospect Hill Management LLC purchased a new position in shares of Apple in the 2nd quarter worth about $146,370,000. Focus Partners Advisor Solutions LLC purchased a new stake in Apple during the second quarter worth about $168,646,000. Wealthfront Advisers LLC purchased a new stake in Apple during the second quarter worth about $482,388,000. Satovsky Asset Management LLC purchased a new stake in Apple during the second quarter worth about $16,064,000. Finally, Gouws Capital LLC raised its position in Apple by 136.9% in the third quarter. Gouws Capital LLC now owns 37,504 shares of the iPhone maker’s stock worth $12,490,000 after acquiring an additional 21,676 shares during the period. Institutional investors own 67.73% of the company’s stock.
Key Headlines Impacting Apple Here are the key news stories impacting Apple this week:
Positive Sentiment: Strong iPhone Duo demand is the main catalyst. Preorders for the $1,999 foldable reportedly sold out quickly, with delivery dates extending into 2027. DigiTimes reported that Apple raised its 12-month shipment target by 44% to 14 million units, up from an initial 9.7 million. iPhone Duo preorder surge prompts Apple to raise shipment targets Positive Sentiment: The foldable launches Friday with supply constrained. Limited store inventory, combined with online backorders, could support near-term pricing power and signal meaningful demand for a new premium product category. Apple bets iPhone Duo can remake foldable market Positive Sentiment: Apple is increasingly viewed as an AI “safe haven.” Investors are favoring the company’s substantial cash generation and device-focused AI strategy over rivals committing enormous sums to centralized data centers. Berkshire Hathaway’s continued large Apple holding also reinforces the stock’s defensive appeal. Apple’s Cash Flow Machine Makes It Investors’ Favorite AI Hedge Positive Sentiment: Additional growth opportunities are emerging. Apple is expanding its smart-home ecosystem with Schneider Electric and has another product event scheduled for October 28, potentially providing further catalysts. Schneider Electric teams up with Apple on smart-home products Neutral Sentiment: Valuation remains the key debate. Apple’s approximately 40 times earnings multiple and $5 trillion valuation leave investors dependent on strong holiday sales, expanding margins and sustained product growth. Analysts remain divided, with some projecting another major growth phase while others see limited upside. Negative Sentiment: Loop Capital downgraded AAPL to Hold over valuation and concerns about iPhone shipment prospects, creating a counterweight to the upbeat foldable-phone reports. Apple slips as Loop Capital downgrades on iPhone shipment concerns Negative Sentiment: Insider selling and ETF outflows add modest pressure. SVP Jennifer Newstead sold 2,399 shares worth about $815,000, while reports also cited net ETF selling and additional insider transactions. These trades are relatively small compared with Apple’s size but may reinforce valuation concerns. Apple Trading Up 1.2% Shares of AAPL opened at $348.22 on Friday. The business has a 50-day moving average of $328.91 and a 200 day moving average of $309.07. Apple Inc. has a fifty-two week low of $243.42 and a fifty-two week high of $348.36. The firm has a market cap of $5.08 trillion, a P/E ratio of 39.93, a price-to-earnings-growth ratio of 2.72 and a beta of 1.07. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. Apple (NASDAQ:AAPL – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. The business had revenue of $109.42 billion for the quarter, compared to analysts’ expectations of $109.04 billion. Apple had a return on equity of 135.46% and a net margin of 27.62%. The firm’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same period in the previous year, the business posted $1.57 EPS. As a group, research analysts forecast that Apple Inc. will post 8.75 EPS for the current year.
Apple Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were paid a $0.27 dividend. The ex-dividend date was Monday, August 10th. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. Apple’s dividend payout ratio (DPR) is presently 12.39%.
Insider Buying and Selling at Apple In related news, SVP Deirdre O’brien sold 46,389 shares of the company’s stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $333.42, for a total transaction of $15,467,020.38. Following the sale, the senior vice president directly owned 136,810 shares in the company, valued at approximately $45,615,190.20. This represents a 25.32% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 2,399 shares of the firm’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $336.18, for a total transaction of $806,495.82. Following the completion of the transaction, the senior vice president directly owned 41,992 shares of the company’s stock, valued at approximately $14,116,870.56. This trade represents a 5.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 286,853 shares of company stock worth $95,477,342 over the last three months. Company insiders own 0.06% of the company’s stock.
Analyst Upgrades and Downgrades A number of research analysts have weighed in on AAPL shares. The Goldman Sachs Group began coverage on shares of Apple in a research note on Monday, August 17th. They issued a “buy” rating on the stock. CICC Research increased their target price on shares of Apple from $310.00 to $340.00 and gave the company an “outperform” rating in a research report on Tuesday, August 4th. Daiwa Securities Group raised their price target on shares of Apple from $325.00 to $335.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Oppenheimer reaffirmed a “market perform” rating on shares of Apple in a report on Thursday, September 10th. Finally, BTIG Research assumed coverage on Apple in a research note on Monday, August 17th. They issued a “neutral” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $340.12.
View Our Latest Analysis on Apple
Apple Profile (Free Report)
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
Recommended Stories Five stocks we like better than Apple Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
Receive News & Ratings for Apple Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apple and related companies with MarketBeat.com's FREE daily email newsletter.
Edge Wealth Management LLC trimmed its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 163,487 shares of the iPhone maker’s stock after selling 1,861 shares during the period. Apple comprises approximately 7.9% of Edge Wealth Management LLC’s holdings, making the stock its 3rd largest holding. Edge Wealth Management LLC’s holdings in Apple were worth $55,002,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in AAPL. Avenir Tech Ltd acquired a new stake in Apple in the second quarter valued at $29,000. Longfellow Investment Management Co. LLC acquired a new position in Apple during the 2nd quarter worth $30,000. Ascentis Wealth Management LLC grew its holdings in Apple by 822.7% during the 2nd quarter. Ascentis Wealth Management LLC now owns 292,493 shares of the iPhone maker’s stock worth $85,000 after acquiring an additional 260,792 shares in the last quarter. Bamco Inc. NY acquired a new position in Apple during the 2nd quarter worth $118,000. Finally, Bard Associates Inc. bought a new stake in shares of Apple in the 2nd quarter worth about $161,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades AAPL has been the topic of a number of recent analyst reports. Needham & Company LLC restated a “hold” rating on shares of Apple in a research note on Thursday, October 1st. Weiss Ratings raised shares of Apple from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Yorkville Ives initiated coverage on Apple in a research note on Tuesday, October 6th. They issued an “outperform” rating and a $400.00 price target for the company. Loop Capital downgraded Apple from a “buy” rating to a “hold” rating and decreased their price target for the stock from $370.00 to $330.00 in a research note on Tuesday. Finally, Seaport Research Partners lowered Apple from a “buy” rating to a “neutral” rating in a report on Monday, August 17th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $340.12.
Check Out Our Latest Stock Analysis on Apple Insider Activity In other Apple news, SVP Jennifer Newstead sold 2,399 shares of Apple stock in a transaction that occurred on Tuesday, October 20th. The stock was sold at an average price of $339.62, for a total value of $814,748.38. Following the completion of the transaction, the senior vice president directly owned 34,795 shares in the company, valued at $11,817,077.90. The trade was a 6.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Deirdre O’brien sold 46,389 shares of Apple stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $333.42, for a total value of $15,467,020.38. Following the completion of the transaction, the senior vice president owned 136,810 shares of the company’s stock, valued at approximately $45,615,190.20. The trade was a 25.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 286,853 shares of company stock valued at $95,477,342 over the last quarter. Corporate insiders own 0.06% of the company’s stock.
Apple Stock Performance Apple stock opened at $348.22 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.00 and a quick ratio of 0.93. Apple Inc. has a 12 month low of $243.42 and a 12 month high of $348.36. The company has a fifty day moving average price of $328.91 and a two-hundred day moving average price of $309.07. The company has a market cap of $5.08 trillion, a PE ratio of 39.93, a P/E/G ratio of 2.72 and a beta of 1.07.
Apple (NASDAQ:AAPL – Get Free Report) last issued its earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. The company had revenue of $109.42 billion for the quarter, compared to analysts’ expectations of $109.04 billion. Apple had a net margin of 27.62% and a return on equity of 135.46%. The firm’s revenue was up 16.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.57 earnings per share. Research analysts expect that Apple Inc. will post 8.75 earnings per share for the current year.
Apple Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s dividend payout ratio is currently 12.39%.
More Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Strong iPhone Duo demand is the main catalyst. Preorders for the $1,999 foldable reportedly sold out quickly, with delivery dates extending into 2027. DigiTimes reported that Apple raised its 12-month shipment target by 44% to 14 million units, up from an initial 9.7 million. iPhone Duo preorder surge prompts Apple to raise shipment targets Positive Sentiment: The foldable launches Friday with supply constrained. Limited store inventory, combined with online backorders, could support near-term pricing power and signal meaningful demand for a new premium product category. Apple bets iPhone Duo can remake foldable market Positive Sentiment: Apple is increasingly viewed as an AI “safe haven.” Investors are favoring the company’s substantial cash generation and device-focused AI strategy over rivals committing enormous sums to centralized data centers. Berkshire Hathaway’s continued large Apple holding also reinforces the stock’s defensive appeal. Apple’s Cash Flow Machine Makes It Investors’ Favorite AI Hedge Positive Sentiment: Additional growth opportunities are emerging. Apple is expanding its smart-home ecosystem with Schneider Electric and has another product event scheduled for October 28, potentially providing further catalysts. Schneider Electric teams up with Apple on smart-home products Neutral Sentiment: Valuation remains the key debate. Apple’s approximately 40 times earnings multiple and $5 trillion valuation leave investors dependent on strong holiday sales, expanding margins and sustained product growth. Analysts remain divided, with some projecting another major growth phase while others see limited upside. Negative Sentiment: Loop Capital downgraded AAPL to Hold over valuation and concerns about iPhone shipment prospects, creating a counterweight to the upbeat foldable-phone reports. Apple slips as Loop Capital downgrades on iPhone shipment concerns Negative Sentiment: Insider selling and ETF outflows add modest pressure. SVP Jennifer Newstead sold 2,399 shares worth about $815,000, while reports also cited net ETF selling and additional insider transactions. These trades are relatively small compared with Apple’s size but may reinforce valuation concerns. About Apple (Free Report)
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
Recommended Stories Five stocks we like better than Apple Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
Receive News & Ratings for Apple Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Apple and related companies with MarketBeat.com's FREE daily email newsletter.
Financial Planning Hawaii Inc. lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,595 shares of the iPhone maker’s stock after selling 2,046 shares during the quarter. Apple makes up about 10.8% of Financial Planning Hawaii Inc.’s portfolio, making the stock its biggest position. Financial Planning Hawaii Inc.’s holdings in Apple were worth $20,179,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. State Street Corp boosted its position in Apple by 4.7% during the second quarter. State Street Corp now owns 630,662,494 shares of the iPhone maker’s stock valued at $182,897,769,000 after purchasing an additional 28,321,085 shares in the last quarter. Berkshire Hathaway Inc bought a new position in Apple in the second quarter worth about $65,950,297,000. Bank of America Corp DE purchased a new stake in shares of Apple during the second quarter valued at about $36,986,090,000. Legal & General Group Plc bought a new stake in shares of Apple in the 2nd quarter valued at about $30,443,242,000. Finally, Amundi grew its position in shares of Apple by 23.2% in the 1st quarter. Amundi now owns 73,082,616 shares of the iPhone maker’s stock worth $18,547,637,000 after buying an additional 13,780,080 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors.
Apple News Summary Here are the key news stories impacting Apple this week:
Positive Sentiment: Strong iPhone Duo demand is the main catalyst. Preorders for the $1,999 foldable reportedly sold out quickly, with delivery dates extending into 2027. DigiTimes reported that Apple raised its 12-month shipment target by 44% to 14 million units, up from an initial 9.7 million. iPhone Duo preorder surge prompts Apple to raise shipment targets Positive Sentiment: The foldable launches Friday with supply constrained. Limited store inventory, combined with online backorders, could support near-term pricing power and signal meaningful demand for a new premium product category. Apple bets iPhone Duo can remake foldable market Positive Sentiment: Apple is increasingly viewed as an AI “safe haven.” Investors are favoring the company’s substantial cash generation and device-focused AI strategy over rivals committing enormous sums to centralized data centers. Berkshire Hathaway’s continued large Apple holding also reinforces the stock’s defensive appeal. Apple’s Cash Flow Machine Makes It Investors’ Favorite AI Hedge Positive Sentiment: Additional growth opportunities are emerging. Apple is expanding its smart-home ecosystem with Schneider Electric and has another product event scheduled for October 28, potentially providing further catalysts. Schneider Electric teams up with Apple on smart-home products Neutral Sentiment: Valuation remains the key debate. Apple’s approximately 40 times earnings multiple and $5 trillion valuation leave investors dependent on strong holiday sales, expanding margins and sustained product growth. Analysts remain divided, with some projecting another major growth phase while others see limited upside. Negative Sentiment: Loop Capital downgraded AAPL to Hold over valuation and concerns about iPhone shipment prospects, creating a counterweight to the upbeat foldable-phone reports. Apple slips as Loop Capital downgrades on iPhone shipment concerns Negative Sentiment: Insider selling and ETF outflows add modest pressure. SVP Jennifer Newstead sold 2,399 shares worth about $815,000, while reports also cited net ETF selling and additional insider transactions. These trades are relatively small compared with Apple’s size but may reinforce valuation concerns. Insider Activity at Apple In other Apple news, SVP Deirdre O’brien sold 46,389 shares of the company’s stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $333.42, for a total transaction of $15,467,020.38. Following the transaction, the senior vice president owned 136,810 shares in the company, valued at approximately $45,615,190.20. This represents a 25.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Timothy Cook sold 191,753 shares of the firm’s stock in a transaction on Friday, October 2nd. The stock was sold at an average price of $332.96, for a total transaction of $63,846,078.88. Following the completion of the transaction, the insider directly owned 3,264,168 shares of the company’s stock, valued at approximately $1,086,837,377.28. This represents a 5.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 286,853 shares of company stock worth $95,477,342. 0.06% of the stock is owned by company insiders. Apple Price Performance Shares of AAPL stock opened at $348.22 on Friday. Apple Inc. has a fifty-two week low of $243.42 and a fifty-two week high of $348.36. The firm has a market capitalization of $5.08 trillion, a price-to-earnings ratio of 39.93, a PEG ratio of 2.72 and a beta of 1.07. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The stock’s 50-day simple moving average is $328.91 and its 200-day simple moving average is $309.07.
Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.13. The firm had revenue of $109.42 billion for the quarter, compared to the consensus estimate of $109.04 billion. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company’s revenue for the quarter was up 16.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.57 earnings per share. As a group, equities analysts forecast that Apple Inc. will post 8.75 earnings per share for the current fiscal year.
Apple Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Monday, August 10th were given a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s payout ratio is currently 12.39%.
Wall Street Analyst Weigh In Several research firms recently commented on AAPL. Evercore set a $380.00 price objective on shares of Apple and gave the stock an “outperform” rating in a research note on Friday, September 18th. Rothschild & Co Redburn set a $400.00 target price on shares of Apple and gave the company a “buy” rating in a research report on Monday, August 17th. Raymond James Financial restated a “market perform” rating on shares of Apple in a research note on Friday, July 31st. BTIG Research started coverage on shares of Apple in a report on Monday, August 17th. They issued a “neutral” rating on the stock. Finally, Loop Capital downgraded Apple from a “buy” rating to a “hold” rating and reduced their price target for the stock from $370.00 to $330.00 in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, fifteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $340.12.
View Our Latest Analysis on AAPL
About Apple (Free Report)
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
Recommended Stories Five stocks we like better than Apple Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).
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Courier Capital LLC cut its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 72.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 67,838 shares of the iPhone maker’s stock after selling 179,694 shares during the quarter. Apple accounts for 4.2% of Courier Capital LLC’s portfolio, making the stock its 4th largest position. Courier Capital LLC’s holdings in Apple were worth $22,213,000 at the end of the most recent quarter.
Several other hedge funds also recently modified their holdings of the company. Avenir Tech Ltd acquired a new position in Apple during the second quarter worth about $29,000. Longfellow Investment Management Co. LLC bought a new stake in Apple in the second quarter worth about $30,000. Ascentis Wealth Management LLC lifted its holdings in Apple by 822.7% in the 2nd quarter. Ascentis Wealth Management LLC now owns 292,493 shares of the iPhone maker’s stock valued at $85,000 after acquiring an additional 260,792 shares during the last quarter. Bamco Inc. NY acquired a new stake in Apple in the 2nd quarter valued at about $118,000. Finally, Bard Associates Inc. acquired a new stake in Apple in the 2nd quarter valued at about $161,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In AAPL has been the subject of several research reports. Robert W. Baird raised their price objective on shares of Apple from $310.00 to $330.00 and gave the company an “outperform” rating in a research report on Friday, July 24th. Oppenheimer reiterated a “market perform” rating on shares of Apple in a report on Thursday, September 10th. Raymond James Financial reissued a “market perform” rating on shares of Apple in a research note on Friday, July 31st. Wells Fargo & Company restated an “overweight” rating and set a $350.00 target price (up from $310.00) on shares of Apple in a report on Friday, July 31st. Finally, Barclays restated an “underweight” rating and set a $245.00 target price (down from $253.00) on shares of Apple in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $340.12.
Check Out Our Latest Stock Report on Apple More Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Strong iPhone Duo demand is the main catalyst. Preorders for the $1,999 foldable reportedly sold out quickly, with delivery dates extending into 2027. DigiTimes reported that Apple raised its 12-month shipment target by 44% to 14 million units, up from an initial 9.7 million. iPhone Duo preorder surge prompts Apple to raise shipment targets Positive Sentiment: The foldable launches Friday with supply constrained. Limited store inventory, combined with online backorders, could support near-term pricing power and signal meaningful demand for a new premium product category. Apple bets iPhone Duo can remake foldable market Positive Sentiment: Apple is increasingly viewed as an AI “safe haven.” Investors are favoring the company’s substantial cash generation and device-focused AI strategy over rivals committing enormous sums to centralized data centers. Berkshire Hathaway’s continued large Apple holding also reinforces the stock’s defensive appeal. Apple’s Cash Flow Machine Makes It Investors’ Favorite AI Hedge Positive Sentiment: Additional growth opportunities are emerging. Apple is expanding its smart-home ecosystem with Schneider Electric and has another product event scheduled for October 28, potentially providing further catalysts. Schneider Electric teams up with Apple on smart-home products Neutral Sentiment: Valuation remains the key debate. Apple’s approximately 40 times earnings multiple and $5 trillion valuation leave investors dependent on strong holiday sales, expanding margins and sustained product growth. Analysts remain divided, with some projecting another major growth phase while others see limited upside. Negative Sentiment: Loop Capital downgraded AAPL to Hold over valuation and concerns about iPhone shipment prospects, creating a counterweight to the upbeat foldable-phone reports. Apple slips as Loop Capital downgrades on iPhone shipment concerns Negative Sentiment: Insider selling and ETF outflows add modest pressure. SVP Jennifer Newstead sold 2,399 shares worth about $815,000, while reports also cited net ETF selling and additional insider transactions. These trades are relatively small compared with Apple’s size but may reinforce valuation concerns. Apple Trading Up 1.2% Shares of AAPL opened at $348.22 on Friday. The business’s 50-day moving average price is $328.91 and its 200 day moving average price is $309.07. The company has a current ratio of 1.00, a quick ratio of 0.93 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $5.08 trillion, a P/E ratio of 39.93, a P/E/G ratio of 2.72 and a beta of 1.07. Apple Inc. has a 1-year low of $243.42 and a 1-year high of $348.36.
Apple (NASDAQ:AAPL – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The iPhone maker reported $2.02 EPS for the quarter, beating analysts’ consensus estimates of $1.89 by $0.13. Apple had a net margin of 27.62% and a return on equity of 135.46%. The company had revenue of $109.42 billion during the quarter, compared to analyst estimates of $109.04 billion. During the same period in the prior year, the firm earned $1.57 earnings per share. The business’s quarterly revenue was up 16.4% on a year-over-year basis. Analysts expect that Apple Inc. will post 8.75 earnings per share for the current year.
Apple Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Monday, August 10th were given a $0.27 dividend. This represents a $1.08 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, August 10th. Apple’s dividend payout ratio (DPR) is 12.39%.
Insider Buying and Selling at Apple In other news, SVP Jennifer Newstead sold 2,399 shares of the business’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $339.62, for a total transaction of $814,748.38. Following the sale, the senior vice president owned 34,795 shares in the company, valued at $11,817,077.90. The trade was a 6.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Kevan Parekh sold 1,392 shares of the company’s stock in a transaction that occurred on Friday, October 16th. The shares were sold at an average price of $345.05, for a total transaction of $480,309.60. Following the completion of the sale, the chief financial officer owned 17,539 shares of the company’s stock, valued at approximately $6,051,831.95. This trade represents a 7.35% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 286,853 shares of company stock valued at $95,477,342 over the last three months. 0.06% of the stock is owned by insiders.
About Apple (Free Report)
Apple Inc designs, develops and sells consumer electronics, software and digital services. Its best-known products include the iPhone smartphone, Mac personal computers, iPad tablets, Apple Watch, AirPods and other accessories. The company also develops operating systems and applications that support its hardware ecosystem.
Apple’s services business includes the App Store, Apple Music, Apple TV, Apple Arcade, iCloud, Apple Pay and other subscription, payment and digital-content offerings.
Recommended Stories Five stocks we like better than Apple Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
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Apple has already shown there's a strong appetite for its $2,000-and-up foldable iPhone Duo. The new device went on sale Friday, bringing back the once-familiar sight of people lining up overnight to get their hands on it first.
Meta Platforms (NASDAQ:META – Get Free Report)‘s stock had its “market outperform” rating reaffirmed by Citizens Jmp in a research report issued on Thursday, Benzinga reports. They presently have a $885.00 target price on the social networking company’s stock. Citizens Jmp‘s target price indicates a potential upside of 37.01% from the company’s previous close.
META has been the topic of several other reports. Bank of America raised their price target on shares of Meta Platforms from $810.00 to $845.00 and gave the stock a “buy” rating in a research report on Thursday. Mizuho set a $750.00 target price on shares of Meta Platforms and gave the stock an “outperform” rating in a research note on Thursday, July 30th. Benchmark restated a “hold” rating on shares of Meta Platforms in a report on Thursday, August 27th. Rothschild & Co Redburn boosted their price objective on shares of Meta Platforms from $900.00 to $1,000.00 and gave the company a “buy” rating in a report on Tuesday, July 21st. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $885.00 price target on shares of Meta Platforms in a report on Thursday. Three analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $833.12.
Read Our Latest Report on Meta Platforms
Meta Platforms Stock Down 0.4% Shares of Meta Platforms stock traded down $2.91 during midday trading on Thursday, reaching $645.94. 5,254,116 shares of the company’s stock traded hands, compared to its average volume of 17,618,826. Meta Platforms has a 52 week low of $520.26 and a 52 week high of $779.82. The company’s 50 day simple moving average is $663.35 and its 200 day simple moving average is $629.62. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The company has a market cap of $1.65 trillion, a price-to-earnings ratio of 24.34, a price-to-earnings-growth ratio of 1.33 and a beta of 1.19. Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, October 21st. The social networking company reported $7.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.54 by $0.86. Meta Platforms had a net margin of 31.15% and a return on equity of 31.74%. The business had revenue of $64.60 billion for the quarter, compared to analyst estimates of $63.34 billion. During the same period last year, the business posted $7.25 EPS. Meta Platforms’s revenue was up 26.1% compared to the same quarter last year. Equities analysts expect that Meta Platforms will post 26.28 earnings per share for the current fiscal year.
Insider Buying and Selling In other Meta Platforms news, insider Christopher K. Cox sold 40,000 shares of the stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the sale, the insider directly owned 184,516 shares in the company, valued at $131,515,624.16. This represents a 17.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 9,196 shares of the stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total transaction of $5,063,409.56. Following the sale, the chief financial officer owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 149,906 shares of company stock valued at $102,347,409. 13.53% of the stock is currently owned by insiders.
Institutional Investors Weigh In On Meta Platforms Hedge funds have recently made changes to their positions in the stock. State Street Corp boosted its stake in shares of Meta Platforms by 4.0% in the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock valued at $51,841,811,000 after purchasing an additional 3,510,123 shares in the last quarter. Bank of America Corp DE raised its holdings in Meta Platforms by 14.6% during the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after purchasing an additional 2,673,494 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Meta Platforms by 1.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company’s stock worth $7,230,426,000 after purchasing an additional 162,909 shares during the last quarter. Amundi increased its stake in shares of Meta Platforms by 18.1% in the 1st quarter. Amundi now owns 11,858,972 shares of the social networking company’s stock valued at $6,784,873,000 after acquiring an additional 1,815,017 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in shares of Meta Platforms by 4.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 10,429,812 shares of the social networking company’s stock valued at $5,964,745,000 after acquiring an additional 404,948 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.
More Meta Platforms News Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Meta reported third-quarter revenue of $64.6 billion, up 26.1% year over year, and adjusted earnings of $7.40 per share, exceeding analyst expectations. AI-powered advertising helped improve engagement, conversions, click-through rates, and ad pricing. Meta falls as investors balance Muse growth with rising AI costs Positive Sentiment: Meta’s Muse AI assistant has surpassed 10 million users shortly after launch, supporting the long-term thesis that the product could become a new revenue source alongside Facebook and Instagram. Several analysts raised their price targets and maintained bullish ratings after the earnings report. Meta says Muse has over 10M users Neutral Sentiment: Meta approved a new non-voting Class C share class and announced a 2-for-1 stock split. The structure could help finance the AI buildout and allow CEO Mark Zuckerberg to raise capital without surrendering voting control, but it also raises concerns about future dilution and corporate governance. Why is Meta creating a new class of non-voting shares amid its AI growth? Negative Sentiment: Investors are alarmed by Meta’s substantially higher AI infrastructure spending, including capital expenditures that pushed free cash flow negative for the first time since its IPO. Rising borrowing needs have also driven the company’s credit-default-swap costs to record highs, increasing doubts about when Muse and other AI investments will generate adequate returns. Steep bill for AI buildout punishes Meta Negative Sentiment: Legal exposure is another major overhang. A New Mexico judge ordered Meta to pay a $25 billion penalty in a data-privacy case tied to Cambridge Analytica; Meta plans to appeal. The company also recorded a roughly $9.9 billion legal charge related to a teen social-media lawsuit settlement, weighing on reported profitability. Meta ordered to pay $25 billion penalty to New Mexico Meta Platforms Company Profile (Get Free Report)
Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company’s principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.
Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.
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Investment Research Partners LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,861 shares of the social networking company’s stock after selling 788 shares during the period. Meta Platforms comprises about 1.2% of Investment Research Partners LLC’s investment portfolio, making the stock its 18th biggest holding. Investment Research Partners LLC’s holdings in Meta Platforms were worth $3,525,000 at the end of the most recent quarter.
Other hedge funds have also recently modified their holdings of the company. State Street Corp increased its holdings in Meta Platforms by 4.0% in the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock worth $51,841,811,000 after buying an additional 3,510,123 shares in the last quarter. Bank of America Corp DE raised its position in Meta Platforms by 14.6% in the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after buying an additional 2,673,494 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Meta Platforms by 1.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company’s stock worth $7,230,426,000 after buying an additional 162,909 shares during the last quarter. Amundi lifted its stake in Meta Platforms by 18.1% during the 1st quarter. Amundi now owns 11,858,972 shares of the social networking company’s stock valued at $6,784,873,000 after acquiring an additional 1,815,017 shares during the period. Finally, Dimensional Fund Advisors LP lifted its stake in Meta Platforms by 4.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 10,429,812 shares of the social networking company’s stock valued at $5,964,745,000 after acquiring an additional 404,948 shares during the period. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Insider Buying and Selling at Meta Platforms In other Meta Platforms news, CEO Mark Zuckerberg sold 27,474 shares of the company’s stock in a transaction that occurred on Thursday, September 24th. The shares were sold at an average price of $777.44, for a total value of $21,359,386.56. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher Cox sold 40,000 shares of the stock in a transaction on Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the completion of the sale, the insider directly owned 184,516 shares of the company’s stock, valued at approximately $131,515,624.16. This trade represents a 17.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 149,906 shares of company stock valued at $102,347,409. 13.53% of the stock is currently owned by company insiders.
Meta Platforms Stock Down 7.0% NASDAQ META opened at $648.85 on Friday. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $779.82. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The company has a market capitalization of $1.65 trillion, a P/E ratio of 24.44, a price-to-earnings-growth ratio of 1.33 and a beta of 1.19. The stock’s 50-day moving average price is $663.35 and its 200-day moving average price is $629.62. Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, October 21st. The social networking company reported $7.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.54 by $0.86. The company had revenue of $64.60 billion during the quarter, compared to the consensus estimate of $63.34 billion. Meta Platforms had a return on equity of 31.74% and a net margin of 31.15%. The firm’s revenue was up 26.1% on a year-over-year basis. During the same period in the previous year, the company posted $7.25 EPS. On average, equities research analysts predict that Meta Platforms, Inc. will post 26.28 earnings per share for the current year.
Meta Platforms Announces Dividend The company also recently declared a quarterly dividend, which was paid on Monday, September 28th. Shareholders of record on Monday, September 21st were issued a dividend of $0.5250 per share. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is currently 7.91%.
Analyst Ratings Changes A number of analysts have recently issued reports on the stock. Benchmark reaffirmed a “hold” rating on shares of Meta Platforms in a report on Thursday, August 27th. Loop Capital boosted their price objective on shares of Meta Platforms from $740.00 to $955.00 and gave the company a “buy” rating in a report on Thursday, September 24th. President Capital raised shares of Meta Platforms from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $660.00 to $897.00 in a report on Thursday, September 24th. Jefferies Financial Group increased their price objective on shares of Meta Platforms from $710.00 to $875.00 and gave the company a “buy” rating in a research report on Tuesday, September 22nd. Finally, Guggenheim restated a “buy” rating and issued a $850.00 target price on shares of Meta Platforms in a report on Thursday. Three analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average price target of $833.12.
Get Our Latest Stock Report on META
Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: Meta reported third-quarter revenue of $64.6 billion, up 26.1% year over year, while adjusted earnings of $7.40 per share exceeded analyst expectations. Advertising remained robust, supported by AI-driven engagement, higher ad prices and improved conversion rates. META’s Q3 Earnings Beat Estimates Positive Sentiment: Meta said its Muse AI assistant surpassed 10 million users shortly after launch, strengthening the long-term case for new advertising, consumer and enterprise revenue opportunities. Meta says Muse has over 10M users Positive Sentiment: Several firms raised their price targets and maintained bullish ratings, including Bank of America, JPMorgan, UBS, Citigroup, Mizuho and Pivotal Research, citing resilient advertising and improving AI prospects. Meta Stock Falls Despite Strong Q3 Results Neutral Sentiment: Meta announced a 2-for-1 stock split and a new non-voting Class C share. The structure could help fund its AI buildout while preserving Mark Zuckerberg’s voting control, but it also raises concerns about future dilution and governance. Meta wants to pay for its AI buildout Negative Sentiment: Investors were alarmed by Meta’s capital-spending outlook of approximately $135 billion to $145 billion for 2026. Heavy data-center and AI investment pushed free cash flow negative, while credit-default-swap costs reached a record, intensifying concerns about debt or equity financing. Meta stock sinks as AI spend pushes free cash flow negative Negative Sentiment: A New Mexico judge ordered Meta to pay $25 billion in a Cambridge Analytica-related privacy case. Meta plans to appeal, but the verdict adds substantial legal, regulatory and reputational risk. Meta ordered to pay $25 billion to New Mexico Negative Sentiment: Broader technology-market weakness, AI-investment concerns and escalating Middle East tensions added to the selling pressure, making it harder for Meta’s earnings beat to support the stock. About Meta Platforms (Free Report)
Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company’s principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.
Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.
See Also Five stocks we like better than Meta Platforms Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
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Meta Platforms (META.O) will delay the implementation of updated commercial terms to November 20 from October 30 so it can address concerns from publishers and digital advertisers, the US tech company said on Friday, in a move that could stave off potential regulatory action.
Meta's move followed complaints by publishers and digital advertisers to EU and UK antitrust authorities about its new commercial terms, which they said would give the company an unlimited right to use their content for its AI services. Meta has rejected the claims.
"We are extending the effective date of our updated Commercial Terms and Self-Serve Ad Terms to 20 November to allow more time for us to explain to our partners and stakeholders what's changing and what's not," a Meta spokesperson said in an email.
The company will explain how Meta uses web crawlers, and the fact that content owners will still be able to use robots.txt to signal preferences, the spokesperson said.
The EU antitrust watchdog said it welcomed the delay amid discussions with the company on the proposed commercial terms.
It said it had sent requests for information to companies that have not published summaries about the data used to train their models.
Publishers worldwide are ramping up their fight with AI companies that use their content without permission to train large language models, underscoring the clash between copyright owners and those citing fair-use arguments.
Meta Platforms (META) remains a strong buy as market overreacts to negative free cash flow driven by aggressive AI infrastructure investment. META's core advertising business is robust, with Q3 revenue up 26% and average price per ad rising 14%, despite flat user growth. Legal charges and escalating capex present risks, but META's $32.7B in quarterly operating cash flow and $82.4B liquidity buffer provide resilience.
Meta Platforms, Inc.'s Q3 revenue grew 26% YoY, with strong advertising performance and Q4 guidance suggesting further acceleration. AI is already improving advertising monetization, while Muse's early adoption and substantial business opportunities offer significant additional growth potential. However, surging infrastructure expenses are pressuring operating leverage, with adjusted operating income growing just 11% and free cash flow turning negative.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of META, GOOG, MSFT, AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Meta plans to hand shareholders one new non-voting Class C share for every Class A and Class B share they hold. Third-quarter revenue grew 26% year over year to $64.6 billion.
Tesla Inc. pulled back its spending plans after investment last quarter trailed expectations, with capital expenditures to be around $20 billion this year. The company had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter, with analysts having expected $7.95 billion on average.
James Talarico's campaign hit back at Elon Musk Thursday, calling the 2026 election cycle's top spender out for his cash infusion in the Texas Senate race amid an ongoing feud between the Democratic nominee and the world's richest man.
A video posted by the Talarico campaign's account on X Thursday of a new ad targets Musk for his record spending in favor of Republican nominee Ken Paxton, telling him "Texas is not for sale."
"Do you keep seeing these attack ads against James Talarico? Look a little closer. The same super PACs are paying for nearly all of them," the video's narrator intones. "But who's funding these dark money groups? Elon Musk."
"He's almost single-handedly bankrolling the effort to install Ken Paxton in the U.S. Senate," the narrator continues.
"Elon wants to buy up our land, he wants to buy up our water, and now, he wants to buy his own personal U.S. senator. He knows that if his millions drag the most corrupt politician in Texas across the finish line, Ken Paxton will owe him everything."
The new ad dropped with less than two weeks until the midterm election and amid an ongoing feud between Talarico and Musk.
In a post Wednesday on X, Musk said, "There is something deeply wrong with James Talarico." And on Thursday, he wrote on X that "Talarico hates Texas and America" while reposting a video about voter-ID requirements.
Talarico fired back Wednesday, replying to the earlier post, "There is something deeply wrong with a political system that allows one trillionaire to buy his own personal U.S. Senator."
The Tesla and SpaceX CEO has spent around $366 million across 40 races so far in the midterms, based on CNBC's calculations, making Musk the largest individual donor of the cycle. Much of that spending is based in Texas, where he moved his corporate headquarters and personal primary residence.
At least $189.6 million of Musk's political spend has been in support of Paxton through various methods, the Republican nominee for U.S. Senate in Texas and Talarico's opponent. An average of polls aggregated by FiftyPlusOne show Talarico with a three-percentage-point advantage over Paxton as of Oct. 23.
Tesla's European sales are telling a story that contradicts everything happening in its home market, and the reason behind the turnaround may surprise investors watching the company's global strategy.
Europe’s car market is OK, and September registration numbers show it. In the first nine months of the year, total registrations in the region were up 5.7% to 8,517,058. The organization reported that 22.7% were EVs. The report came from the ACEA, the official tracker of registrations in the area.
Tesla (NASDAQ: TSLA | TSLA Price Prediction) registrations surged in the same period, up 69.9% to 188,035. The momentum picked up in September. Tesla registrations rose 78.6% to 45,866. The EU appears to be Tesla’s best market as EV sales falter in the US, and Tesla faces dozens of China-based EVs operating in its home market.
The one thing that should make Tesla management nervous about the EU is that archrival BYD registered 206,022 vehicles in the first nine months, which was a 154.4% surge.
Tesla is making an EU comeback. Through much of 2025, its sales dropped precipitously. Some observers believe this was because of Elon Musk’s association with Donald Trump and what was seen as meddling in EU politics. Those problems appear to have disappeared.
In its home market, Tesla has a market share just north of 50%. However, US EV sales overall are down 30.7% year over year in the first nine months compared to the same period last year. In 2025, from January through September, EVs accounted for 8.5% of new car sales. That has fallen to 6%. Most experts believe that this is because the $7,500 federal tax credit for EVs ended September 30.
Gas prices are higher in most of the EU compared to the US. That may be another reason for rapid adoption.
Tesla needs a boost. Its third-quarter earnings drove the stock down, and unit sales were less than thrilling. Tesla said it delivered 486,582 vehicles, which was about flat with the year before.
In China, there were once over 100 EV companies. It was clear that number would drop. However, the leaders have a large market share, and Tesla will not overcome that.
The EU shows that Tesla can turn a market around. Most of its competition in the US has shut down because of poor sales. It has a chance to make its sales in its home market look more like the EU numbers.
Contact [email protected] for any questions or corrections.
Frankfurtská burza zakončila týden v červených číslech. Největší pokles zaznamenaly akcie společností MTU Aero Engines (-4,8 %), Deutsche Telekom (-3,2 %) a Siemens Energy (-2,9 %). Naopak v zelených číslech zakončily obchodní den akcie společností Fresenius Medical Care (+3,3 %), Beiersdorf (+2,4 %) a Zalando (+2,3 %).
Evropský index STOXX 600 uzavřel rovněž v záporu. Z jednotlivých sektorů se nedařilo zbytné spotřebě (-1,74 %), komunikačním službám (-1,47 %) a průmyslu (-1,25 %). Výrazný růst zaznamenal energetický sektor (+4,01 %) v souvislosti s růstem ceny ropy. Dařilo se také materiálům (+0,16 %) a realitám (+0,11 %).
Index DAX -0,75 % na 25181,65 b.
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Fresenius Medical Care (FME)
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Deutsche Telekom (DTE)
-3,2 %
In its upcoming report, Alphabet (GOOGL - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $2.94 per share, reflecting an increase of 2.4% compared to the same period last year. Revenues are forecasted to be $111.64 billion, representing a year-over-year increase of 27.6%.
The current level reflects an upward revision of 1.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
Given this perspective, it's time to examine the average forecasts of specific Alphabet metrics that are routinely monitored and predicted by Wall Street analysts.
It is projected by analysts that the 'Revenues- Google advertising' will reach $83.52 billion. The estimate indicates a year-over-year change of +12.6%.
Based on the collective assessment of analysts, 'Revenues- YouTube ads' should arrive at $11.34 billion. The estimate indicates a change of +10.6% from the prior-year quarter.
Analysts forecast 'Revenues- Google Cloud' to reach $29.16 billion. The estimate indicates a year-over-year change of +92.4%.
According to the collective judgment of analysts, 'Revenues- Google subscriptions, platforms, and devices' should come in at $14.85 billion. The estimate indicates a change of +15.4% from the prior-year quarter.
The combined assessment of analysts suggests that 'Revenues- Google Search & other' will likely reach $64.99 billion. The estimate points to a change of +14.9% from the year-ago quarter.
The consensus among analysts is that 'Revenues- Google Services total' will reach $98.42 billion. The estimate suggests a change of +13.1% year over year.
The consensus estimate for 'Revenues- EMEA' stands at $34.62 billion. The estimate points to a change of +15.7% from the year-ago quarter.
The average prediction of analysts places 'Revenues- United States' at $64.36 billion. The estimate suggests a change of +32% year over year.
The collective assessment of analysts points to an estimated 'Revenues- Other Americas (Canada and Latin America)' of $7.15 billion. The estimate indicates a change of +17.9% from the prior-year quarter.
Analysts' assessment points toward 'Revenues- APAC' reaching $22.01 billion. The estimate points to a change of +23.5% from the year-ago quarter.
Analysts expect 'Total TAC (traffic acquisition costs)' to come in at $16.53 billion. The estimate is in contrast to the year-ago figure of $14.88 billion.
Analysts predict that the 'Headcount (Number of employees)' will reach 200,611 . The estimate is in contrast to the year-ago figure of 190,167 .
View all Key Company Metrics for Alphabet here>>>
Over the past month, shares of Alphabet have returned -5.3% versus the Zacks S&P 500 composite's -1.2% change. Currently, GOOGL carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways Alphabet's Q3 revenues are projected to rise 27.63% to $111.64 billion, with earnings of $2.94 per share.Google Cloud growth, Search advertising strength and rising Gemini adoption are expected to boost Q3 results.Alphabet's AI expansion supports growth prospects, but premium valuation and rising costs pose challenges.
Alphabet (GOOGL - Free Report) is set to report third-quarter 2026 results on Oct. 28.
For third-quarter 2026, the Zacks Consensus Estimate for earnings is pegged at $2.94 per share, up by a penny over the past 30 days, and indicating 2.44% year-over-year growth.
The consensus mark for third-quarter revenues is pegged at $111.64 billion, implying growth of 27.63% from the year-ago quarter’s reported figure.
Alphabet has an impressive earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in all the trailing four quarters, with the average surprise being 86.65%.
Consensus Estimate Trend
Image Source: Zacks Investment Research
Let’s see how things have shaped up for the upcoming announcement:
Cloud & Search to Aid GOOGL’s Q3 Top-Line GrowthAlphabet’s third-quarter 2026 results are expected to have benefited from accelerating Google Cloud adoption, supported by strong demand for AI infrastructure, enterprise AI solutions and core Google Cloud Platform (GCP) services. In the second quarter of 2026, cloud revenues surged 82% year over year to $24.77 billion, while cloud backlog reached $514 billion, increasing by more than $50 billion sequentially. Cloud revenues are also expected to have benefited from expanding customer relationships, rising consumption and demand for Google’s custom Tensor Processing Units (TPUs) systems.
Google Search & Other is expected to have remained a key revenue contributor in the third quarter, driven by increasing search activity, healthy advertiser spending and AI-powered advertising improvements. In the second quarter of 2026, Search & Other revenues increased 17% year over year to $63.27 billion, primarily supported by retail and financial services advertisers. AI Overviews and AI Mode have been driving incremental search queries, while AI Max and Performance Max are helping advertisers improve campaign effectiveness. However, GOOGL cautioned that third-quarter growth comparisons would become tougher as Alphabet laps the acceleration in Search performance that began in third-quarter 2025.
Alphabet’s third-quarter 2026 performance is likely to have benefited from growth in YouTube advertising, supported by direct-response campaigns, brand advertising, Shorts and connected television. YouTube advertising revenues increased 13% year over year to $11.06 billion in the second quarter of 2026, reflecting strength across direct-response and brand campaigns. AI-powered Demand Gen campaigns, creator partnerships and new advertising formats are improving advertisers’ ability to reach audiences across YouTube and Shorts. The growing popularity of connected television and increasingly effective shopping experiences are also expected to have supported advertising monetization.
Increasing adoption of Gemini across consumer and enterprise applications is expected to have supported Alphabet's third-quarter performance. In the second quarter of 2026, Gemini API usage reached approximately 22 billion tokens per minute, up from more than 16 billion in the preceding quarter. The Gemini application reached 950 million monthly active users, while more than 9 million developers were building with Google's models each month. Strong adoption of Gemini Enterprise, AI development tools and model APIs is creating additional monetization opportunities across Google Cloud, Workspace and other services.
However, higher depreciation, energy expenses, data center operating costs and AI-related hiring are expected to have pressured operating margins. GOOGL also anticipated modest near-term margin pressure from using third-party cloud capacity in the third quarter.
GOOGL Shares Lag Sector, Trades at a PremiumAlphabet’s shares have climbed 3.8% year to date (YTD), underperforming the broader Zacks Computer & Technology sector’s return of 18%. Alphabet shares have underperformed peers including Apple (AAPL - Free Report) , Amazon (AMZN - Free Report) and Microsoft (MSFT - Free Report) over the same timeframe. Shares of Apple, Amazon and Microsoft have returned 28%, 8.6% and 7.8%, respectively, YTD.
GOOGL Stock’s Price Performance
Image Source: Zacks Investment Research
GOOGL shares are overvalued, as suggested by Value Score C.
Currently, GOOGL is trading at a premium, with a forward 12-month price/sales of 7.38X compared with the broader sector’s 5.72X and Amazon’s 2.91X. However, Alphabet shares trade at a discount compared with Microsoft’s 9.37X and Apple’s 9.70X.
GOOGL Shares Trade at a Premium
Image Source: Zacks Investment Research
GOOGL’s Prospects Ride AI Push & CloudAlphabet’s prospects are supported by its integrated AI portfolio spanning custom accelerators, Gemini models, data analytics, cybersecurity and enterprise applications. Google management has highlighted more than 17 product lines generating over $1 billion each in revenue. The company is gaining traction across enterprise AI infrastructure, BigQuery, Gemini Enterprise and Workspace, enabling opportunities to expand customer spending. Alphabet also highlighted that customers using Google’s AI products consume 1.8 times as many products as non-AI customers, indicating significant cross-selling potential.
Growing demand for AI training and inference represents a major long-term opportunity for Alphabet’s infrastructure business. The company's custom TPUs, Axion CPUs and NVIDIA GPU offerings provide customers with multiple computing options. Alphabet is also commercializing TPU systems through cloud subscriptions, direct hardware sales and neocloud partnerships.
Increasing enterprise adoption of agentic AI is expected to strengthen Alphabet’s long-term growth prospects. Gemini Enterprise enables organizations to build autonomous agents, analyze proprietary data, automate business processes and improve operational efficiency. Alphabet has stated that more than 90% of Fortune 100 companies have been using Gemini Enterprise, and the platform is gaining adoption across financial services, retail, insurance and other industries.
Buy GOOGL Ahead of Q3Alphabet’s third-quarter 2026 performance is expected to have benefited from robust Google Cloud demand, growing AI adoption, sustained Search advertising momentum and improving YouTube monetization. The company's expanding Cloud backlog, growing enterprise customer base and increasing adoption of Gemini-powered solutions are encouraging. Despite a premium valuation, Alphabet’s full-stack AI strategy, expanding TPU business, enterprise AI adoption and new advertising opportunities offer plenty of growth opportunities for investors.
Alphabet currently has a Zacks Rank #2 (Buy), suggesting that it may be wise to buy the stock ahead of third-quarter earnings. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
B.A. Schrock Wealth Management Inc. purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the third quarter, according to its most recent filing with the SEC. The firm purchased 27,588 shares of the e-commerce giant’s stock, valued at approximately $6,848,000. Amazon.com accounts for 2.3% of B.A. Schrock Wealth Management Inc.’s portfolio, making the stock its 11th largest holding.
Several other hedge funds have also recently made changes to their positions in the business. Red Crane Wealth Management LLC raised its position in shares of Amazon.com by 2.3% during the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock worth $346,000 after purchasing an additional 38 shares during the period. Stegent Equity Advisors Inc. lifted its position in shares of Amazon.com by 2.7% during the third quarter. Stegent Equity Advisors Inc. now owns 1,462 shares of the e-commerce giant’s stock valued at $364,000 after purchasing an additional 39 shares in the last quarter. Robinson Smith Wealth Advisors LLC lifted its position in shares of Amazon.com by 0.7% during the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after purchasing an additional 40 shares in the last quarter. Sfam LLC lifted its position in shares of Amazon.com by 3.4% during the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after purchasing an additional 40 shares in the last quarter. Finally, Measured Risk Portfolios Inc. boosted its holdings in Amazon.com by 3.4% during the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock worth $251,000 after purchasing an additional 40 shares during the last quarter. 72.20% of the stock is owned by institutional investors.
Insider Activity In other news, VP Shelley Reynolds sold 2,343 shares of Amazon.com stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the sale, the vice president owned 119,780 shares in the company, valued at approximately $31,024,217.80. This trade represents a 1.92% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Jassy sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at $579,085,751.66. This represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 71,589 shares of company stock worth $18,580,515. Company insiders own 8.90% of the company’s stock.
More Amazon.com News Here are the key news stories impacting Amazon.com this week: Positive Sentiment: Strong AWS and AI growth remain the central bull case. AWS is reportedly expanding at its fastest pace in 18 quarters, while Amazon’s custom Trainium chips are being made available to PyTorch developers. Analysts see cloud growth, advertising, operating leverage and AI infrastructure as potential drivers of substantial long-term upside. Amazon AI growth and upside analysis Positive Sentiment: Institutional and analyst support provided a counterpoint. Morgan Stanley named Amazon a top pick and raised its price target, while Citadel increased its Amazon position. Jefferies also said warehouse automation and Amazon’s logistics network could improve retail margins over time. Citadel Amazon stake and AI bubble article Positive Sentiment: Amazon continues to expand strategic growth opportunities. The company is involved in a proposed 960-megawatt nuclear project in Indiana, and data indicate it is gaining fresh-grocery market share from traditional supermarkets. Amazon nuclear energy project Neutral Sentiment: Third-quarter results are the immediate focus. Wall Street expects earnings growth, but investors are watching AWS growth, operating margins, free cash flow and management’s outlook for capital expenditures. The company’s recent spending plans reportedly approach $200 billion to $220 billion, making the earnings call particularly important. Amazon earnings preview Negative Sentiment: AI investment is raising return-on-capital concerns. Reports say some Nvidia-powered server racks purchased by Amazon are sitting idle because data centers lack sufficient electricity, while Amazon has also abandoned a planned Virginia data-center campus. Such developments could delay monetization of its massive infrastructure spending. Amazon Nvidia chips and data-center power report Negative Sentiment: Competitive, regulatory and labor risks remain overhangs. Debate over whether AI is in a bubble, Walmart’s more open approach to AI-agent commerce, a proposed bill targeting subsidies for large AI data centers, and renewed Teamsters pressure on delivery rules could increase uncertainty or costs. Amazon and Walmart AI-agent commerce article Wall Street Analyst Weigh In Several research firms have commented on AMZN. Telsey Advisory Group set a $335.00 price objective on shares of Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Wolfe Research reaffirmed an “outperform” rating and issued a $315.00 target price on shares of Amazon.com in a report on Friday, July 31st. Wedbush increased their price target on Amazon.com from $293.00 to $310.00 and gave the company an “outperform” rating in a research report on Friday, July 31st. JPMorgan Chase & Co. boosted their price objective on Amazon.com from $330.00 to $365.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Finally, Cantor Fitzgerald reduced their price objective on Amazon.com from $320.00 to $310.00 and set an “overweight” rating for the company in a research note on Monday, October 12th. Fifty-seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and an average price target of $322.53.
Get Our Latest Stock Analysis on AMZN
Amazon.com Stock Down 4.6% AMZN opened at $250.38 on Friday. The firm has a market capitalization of $2.70 trillion, a P/E ratio of 35.74, a price-to-earnings-growth ratio of 2.03 and a beta of 1.45. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The company has a fifty day moving average price of $255.85 and a 200-day moving average price of $253.33. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%. The company had revenue of $200.61 billion for the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter last year, the business posted $1.68 earnings per share. The firm’s revenue was up 19.6% compared to the same quarter last year. Equities research analysts expect that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.
Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.
The company’s principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.
Featured Stories Five stocks we like better than Amazon.com Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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Cliftonlarsonallen Wealth Advisors LLC trimmed its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 19.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,578 shares of the e-commerce giant’s stock after selling 8,312 shares during the period. Cliftonlarsonallen Wealth Advisors LLC’s holdings in Amazon.com were worth $8,615,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Red Crane Wealth Management LLC increased its stake in Amazon.com by 2.3% during the first quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock worth $346,000 after acquiring an additional 38 shares during the last quarter. Stegent Equity Advisors Inc. raised its position in Amazon.com by 2.7% during the third quarter. Stegent Equity Advisors Inc. now owns 1,462 shares of the e-commerce giant’s stock valued at $364,000 after purchasing an additional 39 shares during the period. Robinson Smith Wealth Advisors LLC lifted its stake in shares of Amazon.com by 0.7% in the 1st quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock valued at $1,147,000 after purchasing an additional 40 shares during the last quarter. Sfam LLC lifted its stake in shares of Amazon.com by 3.4% in the 1st quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock valued at $255,000 after purchasing an additional 40 shares during the last quarter. Finally, Measured Risk Portfolios Inc. lifted its stake in shares of Amazon.com by 3.4% in the 1st quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock valued at $251,000 after purchasing an additional 40 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Amazon.com In other news, CEO Douglas J. Herrington sold 6,362 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the completion of the sale, the chief executive officer owned 476,681 shares of the company’s stock, valued at approximately $123,465,145.81. This represents a 1.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Garman sold 14,541 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $259.06, for a total transaction of $3,766,991.46. Following the completion of the sale, the chief executive officer directly owned 17,794 shares of the company’s stock, valued at $4,609,713.64. The trade was a 44.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 71,589 shares of company stock worth $18,580,515. 8.90% of the stock is currently owned by company insiders.
Analyst Ratings Changes Several equities analysts have recently weighed in on the company. Telsey Advisory Group set a $335.00 target price on Amazon.com and gave the company an “outperform” rating in a research report on Friday, July 31st. Truist Financial increased their price target on Amazon.com from $320.00 to $350.00 and gave the company a “buy” rating in a report on Friday, July 31st. DA Davidson restated a “neutral” rating and issued a $250.00 price target on shares of Amazon.com in a research report on Friday, July 31st. Pivotal Research reaffirmed a “buy” rating and set a $333.00 price objective (up from $320.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $350.00 price objective (up from $335.00) on shares of Amazon.com in a research note on Monday. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $322.53. Check Out Our Latest Research Report on AMZN
Amazon.com Price Performance AMZN opened at $250.38 on Friday. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. The business’s fifty day simple moving average is $255.85 and its 200-day simple moving average is $253.33. The company has a market capitalization of $2.70 trillion, a price-to-earnings ratio of 20.14, a PEG ratio of 2.03 and a beta of 1.45.
Amazon.com (NASDAQ:AMZN – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, beating the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%. The firm had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period in the previous year, the company posted $1.68 earnings per share. The firm’s quarterly revenue was up 19.6% on a year-over-year basis. On average, equities research analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.
Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Strong AWS and AI growth remain the central bull case. AWS is reportedly expanding at its fastest pace in 18 quarters, while Amazon’s custom Trainium chips are being made available to PyTorch developers. Analysts see cloud growth, advertising, operating leverage and AI infrastructure as potential drivers of substantial long-term upside. Amazon AI growth and upside analysis Positive Sentiment: Institutional and analyst support provided a counterpoint. Morgan Stanley named Amazon a top pick and raised its price target, while Citadel increased its Amazon position. Jefferies also said warehouse automation and Amazon’s logistics network could improve retail margins over time. Citadel Amazon stake and AI bubble article Positive Sentiment: Amazon continues to expand strategic growth opportunities. The company is involved in a proposed 960-megawatt nuclear project in Indiana, and data indicate it is gaining fresh-grocery market share from traditional supermarkets. Amazon nuclear energy project Neutral Sentiment: Third-quarter results are the immediate focus. Wall Street expects earnings growth, but investors are watching AWS growth, operating margins, free cash flow and management’s outlook for capital expenditures. The company’s recent spending plans reportedly approach $200 billion to $220 billion, making the earnings call particularly important. Amazon earnings preview Negative Sentiment: AI investment is raising return-on-capital concerns. Reports say some Nvidia-powered server racks purchased by Amazon are sitting idle because data centers lack sufficient electricity, while Amazon has also abandoned a planned Virginia data-center campus. Such developments could delay monetization of its massive infrastructure spending. Amazon Nvidia chips and data-center power report Negative Sentiment: Competitive, regulatory and labor risks remain overhangs. Debate over whether AI is in a bubble, Walmart’s more open approach to AI-agent commerce, a proposed bill targeting subsidies for large AI data centers, and renewed Teamsters pressure on delivery rules could increase uncertainty or costs. Amazon and Walmart AI-agent commerce article Amazon.com Company Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.
The company’s principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.
Featured Articles Five stocks we like better than Amazon.com Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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Fortitude Family Office LLC increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 32.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,614 shares of the e-commerce giant’s stock after buying an additional 2,584 shares during the quarter. Fortitude Family Office LLC’s holdings in Amazon.com were worth $2,610,000 at the end of the most recent reporting period.
Several other large investors have also bought and sold shares of AMZN. Bank of America Corp DE acquired a new stake in shares of Amazon.com in the 2nd quarter valued at approximately $22,218,775,000. Bank of New York Mellon Corp bought a new stake in shares of Amazon.com during the 2nd quarter valued at approximately $16,341,405,000. Legal & General Group Plc bought a new stake in shares of Amazon.com during the 2nd quarter valued at approximately $12,831,376,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Amazon.com during the 2nd quarter valued at approximately $6,631,466,000. Finally, Jupiter Topco LLC acquired a new position in Amazon.com during the 2nd quarter worth approximately $5,910,083,000. 72.20% of the stock is owned by institutional investors and hedge funds.
More Amazon.com News Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Strong AWS and AI growth remain the central bull case. AWS is reportedly expanding at its fastest pace in 18 quarters, while Amazon’s custom Trainium chips are being made available to PyTorch developers. Analysts see cloud growth, advertising, operating leverage and AI infrastructure as potential drivers of substantial long-term upside. Amazon AI growth and upside analysis Positive Sentiment: Institutional and analyst support provided a counterpoint. Morgan Stanley named Amazon a top pick and raised its price target, while Citadel increased its Amazon position. Jefferies also said warehouse automation and Amazon’s logistics network could improve retail margins over time. Citadel Amazon stake and AI bubble article Positive Sentiment: Amazon continues to expand strategic growth opportunities. The company is involved in a proposed 960-megawatt nuclear project in Indiana, and data indicate it is gaining fresh-grocery market share from traditional supermarkets. Amazon nuclear energy project Neutral Sentiment: Third-quarter results are the immediate focus. Wall Street expects earnings growth, but investors are watching AWS growth, operating margins, free cash flow and management’s outlook for capital expenditures. The company’s recent spending plans reportedly approach $200 billion to $220 billion, making the earnings call particularly important. Amazon earnings preview Negative Sentiment: AI investment is raising return-on-capital concerns. Reports say some Nvidia-powered server racks purchased by Amazon are sitting idle because data centers lack sufficient electricity, while Amazon has also abandoned a planned Virginia data-center campus. Such developments could delay monetization of its massive infrastructure spending. Amazon Nvidia chips and data-center power report Negative Sentiment: Competitive, regulatory and labor risks remain overhangs. Debate over whether AI is in a bubble, Walmart’s more open approach to AI-agent commerce, a proposed bill targeting subsidies for large AI data centers, and renewed Teamsters pressure on delivery rules could increase uncertainty or costs. Amazon and Walmart AI-agent commerce article Insider Activity In related news, CEO Douglas J. Herrington sold 6,362 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $1,647,821.62. Following the sale, the chief executive officer owned 476,681 shares of the company’s stock, valued at $123,465,145.81. The trade was a 1.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the stock in a transaction on Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the sale, the senior vice president owned 41,190 shares of the company’s stock, valued at $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 71,589 shares of company stock valued at $18,580,515. 8.90% of the stock is currently owned by company insiders. Analysts Set New Price Targets AMZN has been the subject of several research reports. UBS Group set a $200.00 price objective on shares of Amazon.com in a research note on Thursday, September 17th. Telsey Advisory Group set a $335.00 target price on shares of Amazon.com and gave the stock an “outperform” rating in a research note on Friday, July 31st. Wells Fargo & Company set a $329.00 price target on shares of Amazon.com and gave the stock an “overweight” rating in a report on Monday, October 12th. DA Davidson reiterated a “neutral” rating and set a $250.00 price target on shares of Amazon.com in a report on Friday, July 31st. Finally, Bank of America increased their price target on Amazon.com from $310.00 to $320.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Fifty-seven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.53.
Get Our Latest Analysis on Amazon.com
Amazon.com Stock Down 4.6% Shares of NASDAQ AMZN opened at $250.38 on Friday. The company has a 50 day simple moving average of $255.85 and a 200 day simple moving average of $253.33. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20. The firm has a market cap of $2.70 trillion, a PE ratio of 20.14, a price-to-earnings-growth ratio of 2.03 and a beta of 1.45.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same period in the previous year, the firm posted $1.68 EPS. The company’s revenue for the quarter was up 19.6% compared to the same quarter last year. On average, research analysts forecast that Amazon.com, Inc. will post 8.01 EPS for the current year.
Amazon.com Company Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.
The company’s principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.
Featured Articles Five stocks we like better than Amazon.com Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
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Fort Washington Investment Advisors Inc. OH grew its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,316,400 shares of the e-commerce giant’s stock after buying an additional 41,788 shares during the quarter. Amazon.com makes up approximately 2.8% of Fort Washington Investment Advisors Inc. OH’s portfolio, making the stock its 8th largest position. Fort Washington Investment Advisors Inc. OH’s holdings in Amazon.com were worth $577,131,000 at the end of the most recent reporting period.
Other institutional investors have also made changes to their positions in the company. TOP Private Wealth LLC. acquired a new position in Amazon.com in the 2nd quarter worth approximately $29,000. Bard Associates Inc. purchased a new position in Amazon.com during the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC purchased a new position in Amazon.com during the 2nd quarter worth approximately $33,000. Atomic Invest LLC raised its stake in Amazon.com by 41.2% during the 2nd quarter. Atomic Invest LLC now owns 168 shares of the e-commerce giant’s stock valued at $40,000 after purchasing an additional 49 shares during the period. Finally, Strategic Wealth Advisors LLC acquired a new stake in Amazon.com during the 2nd quarter valued at $68,000. 72.20% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets A number of research firms have recently issued reports on AMZN. BMO Capital Markets restated an “outperform” rating on shares of Amazon.com in a report on Tuesday. Wells Fargo & Company set a $329.00 target price on Amazon.com and gave the stock an “overweight” rating in a research report on Monday, October 12th. Needham & Company LLC reiterated a “buy” rating and set a $300.00 price target on shares of Amazon.com in a report on Friday, July 31st. Cantor Fitzgerald dropped their price target on Amazon.com from $320.00 to $310.00 and set an “overweight” rating on the stock in a research report on Monday, October 12th. Finally, Roth Capital reissued a “buy” rating and set a $325.00 price target on shares of Amazon.com in a research report on Monday, August 3rd. Fifty-seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $322.53.
View Our Latest Research Report on Amazon.com Amazon.com Stock Down 4.6% AMZN stock opened at $250.38 on Friday. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The company has a market cap of $2.70 trillion, a price-to-earnings ratio of 20.14, a PEG ratio of 2.03 and a beta of 1.45. The company has a 50 day moving average of $255.85 and a two-hundred day moving average of $253.33.
Amazon.com (NASDAQ:AMZN – Get Free Report) last issued its earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The company had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the business posted $1.68 EPS. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. On average, equities analysts anticipate that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.
Insiders Place Their Bets In related news, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Brian T. Olsavsky sold 6,172 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $260.31, for a total value of $1,606,633.32. Following the completion of the transaction, the chief financial officer owned 109,207 shares in the company, valued at $28,427,674.17. This trade represents a 5.35% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock valued at $18,580,515 in the last three months. Company insiders own 8.90% of the company’s stock.
Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Strong AWS and AI growth remain the central bull case. AWS is reportedly expanding at its fastest pace in 18 quarters, while Amazon’s custom Trainium chips are being made available to PyTorch developers. Analysts see cloud growth, advertising, operating leverage and AI infrastructure as potential drivers of substantial long-term upside. Amazon AI growth and upside analysis Positive Sentiment: Institutional and analyst support provided a counterpoint. Morgan Stanley named Amazon a top pick and raised its price target, while Citadel increased its Amazon position. Jefferies also said warehouse automation and Amazon’s logistics network could improve retail margins over time. Citadel Amazon stake and AI bubble article Positive Sentiment: Amazon continues to expand strategic growth opportunities. The company is involved in a proposed 960-megawatt nuclear project in Indiana, and data indicate it is gaining fresh-grocery market share from traditional supermarkets. Amazon nuclear energy project Neutral Sentiment: Third-quarter results are the immediate focus. Wall Street expects earnings growth, but investors are watching AWS growth, operating margins, free cash flow and management’s outlook for capital expenditures. The company’s recent spending plans reportedly approach $200 billion to $220 billion, making the earnings call particularly important. Amazon earnings preview Negative Sentiment: AI investment is raising return-on-capital concerns. Reports say some Nvidia-powered server racks purchased by Amazon are sitting idle because data centers lack sufficient electricity, while Amazon has also abandoned a planned Virginia data-center campus. Such developments could delay monetization of its massive infrastructure spending. Amazon Nvidia chips and data-center power report Negative Sentiment: Competitive, regulatory and labor risks remain overhangs. Debate over whether AI is in a bubble, Walmart’s more open approach to AI-agent commerce, a proposed bill targeting subsidies for large AI data centers, and renewed Teamsters pressure on delivery rules could increase uncertainty or costs. Amazon and Walmart AI-agent commerce article Amazon.com Profile (Free Report)
Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.
The company’s principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.
Featured Articles Five stocks we like better than Amazon.com Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZN – Free Report).
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AWS just posted its fastest growth in 18 quarters, yet Amazon shares still sit well below their 52-week high. The path to $500 by 2030 exists, but it hinges on one part of the business clearing a very high bar.
Amazon (NASDAQ:AMZN | AMZN Price Prediction | AMZN Price Prediction) runs the world’s biggest cloud platform, and that cloud is speeding up again. AWS revenue reached $42.23B in Q2 FY26, up 37% YoY. That was its fastest growth in 18 quarters.
The stock is up 13.97% this year, which still trails what the business is doing. CEO Andy Jassy now says AWS could become “a trillion-dollar annual revenue business for us in time.” So can Amazon reach $500 per share by 2030?
Spending Fears Are Holding Amazon Back Right Now
Capex is the concern. Amazon raised its 2026 cash capex estimate to roughly $220 billion, up from about $200 billion, and cited higher memory costs. Free cash flow turned negative at -$7.6B TTM. Q3 guidance calls for only 9-12% sales growth, partly because Prime Day moved into Q2.
CNBC this week called it a “stumbling stock” that needs a path back to record highs. Shares sit at $262.59, below the 52-week high of $287.20. The past week (+1.74%) and month (+3.69%) show only a small rebound. With a beta of 1.456, the stock tends to amplify market moves.
Analysts Are Bullish, but Their Targets Stop Too Soon
Wall Street’s consensus target is $331.46. The ratings include 16 Strong Buys, 43 Buys, 2 Holds, along with 0 Sells. The model puts shares at $334.91, a 27.54% gain. The bear case sits at $287.36, while the bull case reaches $386.57. Confidence in the model is 0.7, which is fairly high.
The consensus looks too short-sighted. Sentiment is 97% bullish, yet earnings growth adds only 0.03 to the factor after a mega-cap drag. One-year targets also leave out the AWS backlog. Our five-year base case puts shares at $489.98 by October 2030.
Here’s What It Takes for Amazon to Reach $500
Getting from today’s price of $262.59 to $500 would take a gain of 90.4%.
Consensus FY2027 EPS is $10.5519. At $500, that is a forward P/E of 47x. The $334.91 estimate works out to 32x on the same EPS, so the bold target needs roughly 16x of additional multiple expansion.
That gap closes if earnings compound through 2030. The highest FY2027 estimate is $15.0435, and at that level $500 is only 33x. The model’s 1.102 adjustment factor reflects “strong earnings acceleration.”
AWS backlog stands at $496 billion and is growing triple digits. The AI and chips businesses each run above $25 billion annualized. Anthropic and OpenAI have signed multi-year, multi-gigawatt Trainium commitments. Jassy added: “We will still not have enough capacity to meet all the demand we have in 2026.”
A key risk is that capex keeps climbing faster than AWS revenue and delays the free cash flow recovery past 2030.
Where Amazon Trades Today vs Its Earnings Power
Amazon trades at about 25x FY2027 EPS, versus a trailing P/E of 36x. For a company whose largest profit engine is growing 37% with a 39.4% operating margin, that multiple looks reasonable.
Shares sit inside a 52-week range of $196 to $287.20. The 10-year return is 542.43%. Today’s valuation gives earnings growth room to carry most of the load toward $500.
$500 Is a Stretch, but Here’s Why It’s Possible
A $500 price needs a 90.4% gain. My conclusion is that this is ambitious yet credible. Three things have to go right. AWS has to keep growing above 30%.
AI margins have to follow the core cloud path, which Jassy says is happening “a little ahead” of schedule. And revenue growth has to outpace capex so free cash flow turns positive again. A recession that hits enterprise cloud budgets would knock this off course.
Such returns shouldn’t be expected every year, but we’ve outlined the plan for how Amazon could reach $500 in 2030.
Contact [email protected] for any questions or corrections.
Capasso Planning Partners LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,554 shares of the software giant’s stock, valued at approximately $953,000. Microsoft makes up about 0.5% of Capasso Planning Partners LLC’s portfolio, making the stock its 17th largest position.
A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Bank of America Corp DE bought a new stake in shares of Microsoft in the 2nd quarter worth approximately $27,338,370,000. Legal & General Group Plc bought a new position in Microsoft during the 2nd quarter valued at approximately $18,306,443,000. Amundi increased its position in Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after buying an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP increased its position in Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock valued at $10,852,884,000 after buying an additional 2,784,809 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its stake in Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock valued at $8,982,083,000 after buying an additional 9,493,778 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Analyst Ratings Changes A number of equities research analysts have recently commented on the company. Bank of America increased their target price on Microsoft from $500.00 to $600.00 and gave the stock a “buy” rating in a research note on Tuesday, September 1st. Melius Research set a $665.00 price target on shares of Microsoft and gave the stock a “buy” rating in a research note on Monday, October 5th. Cantor Fitzgerald increased their price objective on shares of Microsoft from $522.00 to $608.00 and gave the company an “overweight” rating in a research report on Monday, September 21st. Royal Bank Of Canada restated an “outperform” rating on shares of Microsoft in a research note on Thursday, September 10th. Finally, Weiss Ratings upgraded shares of Microsoft from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Forty-three equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $592.15.
View Our Latest Stock Report on MSFT Microsoft Trading Down 2.2% Microsoft stock opened at $521.08 on Friday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The business’s fifty day moving average is $507.93 and its 200 day moving average is $445.62. The stock has a market capitalization of $3.87 trillion, a PE ratio of 29.01, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.65 EPS. On average, sell-side analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.
Microsoft Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is presently 20.27%.
More Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments Insider Activity at Microsoft In related news, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Hood sold 41,674 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the transaction, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 150,314 shares of company stock valued at $75,404,992 over the last ninety days. Company insiders own 0.03% of the company’s stock.
Microsoft Profile (Free Report)
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
Read More Five stocks we like better than Microsoft Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Henson Edgewater Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 19,151 shares of the software giant’s stock, valued at approximately $9,430,000. Microsoft accounts for about 5.3% of Henson Edgewater Management LLC’s portfolio, making the stock its 6th biggest holding.
Other large investors have also recently added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock valued at $85,604,000 after buying an additional 8,773 shares in the last quarter. D.B. Root & Company LLC acquired a new position in Microsoft during the second quarter worth about $3,652,000. Dearborn Partners LLC acquired a new position in Microsoft during the second quarter worth about $75,641,000. Markel Group Inc. grew its holdings in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock worth $199,014,000 after acquiring an additional 1,950 shares during the period. Finally, Bessemer Group Inc. raised its position in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after acquiring an additional 537,634 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In MSFT has been the subject of several research reports. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $600.00 price objective on shares of Microsoft in a research report on Monday, October 12th. Melius Research set a $665.00 price objective on shares of Microsoft and gave the stock a “buy” rating in a research note on Monday, October 5th. The Goldman Sachs Group reiterated a “buy” rating and issued a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. Raymond James Financial lowered shares of Microsoft from a “moderate buy” rating to a “strong sell” rating in a research note on Wednesday, September 23rd. Finally, CLSA reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Forty-three research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average target price of $592.15.
Read Our Latest Report on Microsoft More Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments Microsoft Price Performance NASDAQ MSFT opened at $521.08 on Friday. The stock’s 50-day moving average price is $507.93 and its two-hundred day moving average price is $445.62. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market cap of $3.87 trillion, a PE ratio of 29.01, a PEG ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm earned $3.65 earnings per share. The business’s quarterly revenue was up 17.7% on a year-over-year basis. On average, analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.
Microsoft Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.
Insider Activity In related news, EVP Amy Hood sold 7,305 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total value of $3,984,293.10. Following the completion of the sale, the executive vice president owned 555,396 shares in the company, valued at approximately $302,924,086.32. This represents a 1.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 150,314 shares of company stock worth $75,404,992 over the last three months. 0.03% of the stock is owned by insiders.
Microsoft Profile (Free Report)
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
Read More Five stocks we like better than Microsoft Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
Concorde Asset Management LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 3,698 shares of the software giant’s stock, valued at approximately $1,379,000. Microsoft makes up 0.8% of Concorde Asset Management LLC’s holdings, making the stock its 15th largest holding.
Several other large investors also recently modified their holdings of MSFT. Bank of America Corp DE bought a new position in Microsoft in the second quarter worth approximately $27,338,370,000. Legal & General Group Plc bought a new stake in shares of Microsoft during the second quarter valued at approximately $18,306,443,000. Amundi increased its holdings in shares of Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after acquiring an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock valued at $10,852,884,000 after acquiring an additional 2,784,809 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock worth $8,982,083,000 after purchasing an additional 9,493,778 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.
Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments Microsoft Trading Down 2.2% Shares of Microsoft stock opened at $521.08 on Friday. The stock has a fifty day simple moving average of $507.93 and a 200 day simple moving average of $445.62. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a market capitalization of $3.87 trillion, a P/E ratio of 29.01, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business’s revenue was up 17.7% on a year-over-year basis. During the same period last year, the business earned $3.65 EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.
Microsoft Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a $0.98 dividend. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s payout ratio is currently 20.27%.
Insider Activity In other news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 150,314 shares of company stock worth $75,404,992. Corporate insiders own 0.03% of the company’s stock.
Wall Street Analyst Weigh In A number of equities analysts recently issued reports on the company. Jefferies Financial Group increased their target price on Microsoft from $575.00 to $650.00 and gave the stock a “buy” rating in a report on Wednesday, October 14th. Bank of America boosted their price target on shares of Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, September 1st. Rothschild & Co Redburn set a $440.00 price objective on shares of Microsoft in a report on Monday, September 21st. Morgan Stanley downgraded shares of Microsoft from an “overweight” rating to a “negative” rating in a report on Monday, October 5th. Finally, Scotiabank raised their price objective on shares of Microsoft from $510.00 to $615.00 and gave the company an “outperform” rating in a research note on Monday, October 5th. Forty-three analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $592.15.
View Our Latest Stock Report on Microsoft
Microsoft Company Profile (Free Report)
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
Read More Five stocks we like better than Microsoft Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
Glenview Trust Co acquired a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 520,772 shares of the software giant’s stock, valued at approximately $194,258,000. Microsoft makes up approximately 1.8% of Glenview Trust Co’s holdings, making the stock its 9th largest position.
Other institutional investors and hedge funds have also made changes to their positions in the company. Strategic Wealth Advisors LLC grew its position in Microsoft by 1.7% in the second quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant’s stock worth $549,000 after acquiring an additional 24 shares in the last quarter. Friedenthal Financial raised its position in Microsoft by 6.2% during the first quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock valued at $160,000 after purchasing an additional 25 shares during the period. Sequent Planning LLC raised its position in Microsoft by 0.7% during the first quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock valued at $1,382,000 after purchasing an additional 25 shares during the period. Lee Johnson Capital Management LLC raised its position in Microsoft by 3.8% during the second quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant’s stock valued at $256,000 after purchasing an additional 25 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC lifted its stake in shares of Microsoft by 0.5% in the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock valued at $2,052,000 after purchasing an additional 26 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.
Key Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments Microsoft Stock Down 2.2% Shares of NASDAQ MSFT opened at $521.08 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company has a market cap of $3.87 trillion, a P/E ratio of 29.01, a PEG ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The firm has a 50-day simple moving average of $507.93 and a two-hundred day simple moving average of $445.62. Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.65 earnings per share. Research analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current year.
Microsoft Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio is 20.27%.
Analysts Set New Price Targets MSFT has been the subject of a number of recent research reports. Argus dropped their target price on Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday, July 10th. Weiss Ratings upgraded Microsoft from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. Scotiabank increased their price target on Microsoft from $510.00 to $615.00 and gave the company an “outperform” rating in a report on Monday, October 5th. KeyCorp restated an “overweight” rating on shares of Microsoft in a research report on Thursday, September 3rd. Finally, Guggenheim reaffirmed a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Wednesday. Forty-three equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $592.15.
Read Our Latest Stock Report on Microsoft
Insiders Place Their Bets In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 150,314 shares of company stock worth $75,404,992 in the last 90 days. 0.03% of the stock is owned by insiders.
Microsoft Profile (Free Report)
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
Read More Five stocks we like better than Microsoft Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
Fox Hill Wealth Management acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 44,074 shares of the software giant’s stock, valued at approximately $16,440,000. Microsoft accounts for about 6.6% of Fox Hill Wealth Management’s holdings, making the stock its largest holding.
A number of other hedge funds have also modified their holdings of MSFT. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in Microsoft by 4.0% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock valued at $85,604,000 after buying an additional 8,773 shares during the last quarter. D.B. Root & Company LLC bought a new stake in Microsoft during the 2nd quarter worth about $3,652,000. Dearborn Partners LLC acquired a new position in shares of Microsoft during the 2nd quarter worth about $75,641,000. Markel Group Inc. boosted its stake in shares of Microsoft by 0.4% during the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock worth $199,014,000 after buying an additional 1,950 shares during the last quarter. Finally, Bessemer Group Inc. boosted its stake in shares of Microsoft by 8.4% during the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after buying an additional 537,634 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments Insiders Place Their Bets In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 150,314 shares of company stock worth $75,404,992 in the last three months. 0.03% of the stock is owned by corporate insiders. Analyst Upgrades and Downgrades Several brokerages have recently weighed in on MSFT. Citizens Jmp restated a “market outperform” rating and issued a $550.00 price objective on shares of Microsoft in a report on Tuesday, September 15th. Mizuho upped their target price on Microsoft from $510.00 to $600.00 and gave the stock an “outperform” rating in a report on Thursday, October 15th. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a research report on Tuesday. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a research note on Monday, September 28th. Finally, William Blair started coverage on Microsoft in a research report on Monday, October 5th. They set an “outperform” rating on the stock. Forty-three analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $592.15.
Get Our Latest Research Report on MSFT
Microsoft Stock Performance Shares of MSFT opened at $521.08 on Friday. The company has a market cap of $3.87 trillion, a PE ratio of 29.01, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. The firm has a 50-day moving average of $507.93 and a 200-day moving average of $445.62. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the prior year, the firm earned $3.65 EPS. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. As a group, equities analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current year.
Microsoft Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio is 20.27%.
About Microsoft (Free Report)
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
Read More Five stocks we like better than Microsoft Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check
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Denver PWM LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 5,618 shares of the software giant’s stock, valued at approximately $2,783,000. Microsoft makes up approximately 0.9% of Denver PWM LLC’s portfolio, making the stock its 12th largest position.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Bank of America Corp DE purchased a new position in shares of Microsoft in the second quarter valued at approximately $27,338,370,000. Legal & General Group Plc acquired a new position in shares of Microsoft in the second quarter valued at approximately $18,306,443,000. Amundi increased its stake in Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after buying an additional 9,814,598 shares during the period. Dimensional Fund Advisors LP increased its stake in Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after buying an additional 2,784,809 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its stake in Microsoft by 64.3% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock worth $8,982,083,000 after buying an additional 9,493,778 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Hood sold 7,305 shares of the business’s stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the transaction, the executive vice president owned 555,396 shares of the company’s stock, valued at approximately $302,924,086.32. The trade was a 1.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 150,314 shares of company stock valued at $75,404,992 in the last 90 days. Company insiders own 0.03% of the company’s stock.
Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on the stock. Weiss Ratings upgraded shares of Microsoft from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. Melius Research set a $665.00 price target on shares of Microsoft and gave the stock a “buy” rating in a research note on Monday, October 5th. Truist Financial reaffirmed a “buy” rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. Rothschild & Co Redburn set a $440.00 price objective on Microsoft in a research note on Monday, September 21st. Finally, Yorkville Ives started coverage on Microsoft in a report on Monday, October 5th. They issued an “outperform” rating and a $615.00 target price for the company. Forty-three research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $592.15. Read Our Latest Stock Analysis on Microsoft
Microsoft Stock Down 2.2% Shares of NASDAQ:MSFT opened at $521.08 on Friday. The firm’s 50 day moving average price is $507.93 and its 200 day moving average price is $445.62. The stock has a market cap of $3.87 trillion, a price-to-earnings ratio of 29.01, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the previous year, the business posted $3.65 EPS. The firm’s revenue was up 17.7% on a year-over-year basis. As a group, equities research analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.
Microsoft Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is presently 20.27%.
Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments Microsoft Company Profile (Free Report)
Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.
The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.
Read More Five stocks we like better than Microsoft Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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