Hims & Hers Health, Inc. (HIMS - 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 company have returned +0.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The Zacks Medical Info Systems industry, to which Hims & Hers Health belongs, has gained 5.3% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate 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.
For the current quarter, Hims & Hers Health is expected to post a loss of $0.07 per share, indicating a change of -141.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.27 points to a change of -150.9% from the prior year. Over the last 30 days, this estimate has changed -49.2%.
For the next fiscal year, the consensus earnings estimate of $0.52 indicates a change of +291.4% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has changed +2.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Hims & Hers Health is rated Zacks Rank #3 (Hold).
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 Hims & Hers Health, the consensus sales estimate for the current quarter of $690.21 million indicates a year-over-year change of +26.7%. For the current and next fiscal years, $2.91 billion and $3.38 billion estimates indicate +23.8% and +16.4% changes, respectively.
Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $608.1 million in the last reported quarter, representing a year-over-year change of +3.8%. EPS of -$0.18 for the same period compares with $0.2 a year ago.
Compared to the Zacks Consensus Estimate of $619.62 million, the reported revenues represent a surprise of -1.86%. The EPS surprise was -550%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once 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.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hims & Hers Health is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
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 Hims & Hers Health. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
New York, New York--(Newsfile Corp. - July 24, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Fulcrum Therapeutics, Inc. ("Fulcrum Therapeutics" or the "Company") (NASDAQ: FULC).
CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION
If you are a Fulcrum Therapeutics investor and have suffered losses, or if you have information that could assist in the Fulcrum Therapeutics investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (212) 329-8571.
Fulcrum Therapeutics is a "clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with rare hematological disorders[.]"
On June 1, 2026, after market close, Fulcrum Therapeutics announced in a press release "the discontinuation of its pociredir program for the treatment of SCD [(sickle cell disease).]" The Company stated that the "meeting minutes from recent end-of-phase interactions with the [U.S. Food and Drug Administration ("FDA")]" "reflected heightened FDA concerns regarding pociredir's benefit-risk profile in SCD, stemming from an unexpectedly high rate of secondary hematologic malignancies observed with Tazverik® (tazemetostat), another PRC2 inhibitor, which was withdrawn from the global market in March 2026." After submitting further information, the FDA "concluded that any pharmacological intervention targeting the PRC2 complex carries equivalent malignancy risk regardless of the specific subunit engaged." As a result, the Company has "no viable regulatory path forward for further clinical development of pociredir."
Following this news, the price of Fulcrum Therapeutics stock declined from a closing price on June 1, 2026 of $6.42 per share to close at $3.14 per share on June 2, 2026, a decline of $3.28 per share, or by 51.09%.
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Reddit remains a Buy into Q2, with supportive valuations and a statistical edge for pre-earnings positioning despite recent volatility. RDDT's Q2 guidance implies 43-45% YoY revenue growth and a 40% EBITDA margin, but consensus expects a beat, even against tough comps. The Google licensing overhang introduces significant uncertainty, yet I see limited direct revenue risk and asymmetric upside if renegotiation occurs.
High-frequency trading firms are paying up to $100,000 a month for a direct API feed to President Trump’s Truth Social posts, according to Wall Street Journal reporting discussed on CNBC Friday morning. Gunjan Banerji, the Journal’s lead markets writer, walked through the mechanics of the arrangement and explained why algorithmic traders view the fee as a cost of doing business rather than a discretionary spend.
The service routes posts from Trump Media & Technology Group (NASDAQ:DJT) to subscribing firms through a low-latency data pipe. Trump Media says every post remains available to the public at the same moment it is delivered to paying clients, so the debate centers on how quickly each recipient can actually process the message and route trades to exchanges.
Why Nanoseconds Translate Into Dollars Banerji framed the stakes in the smallest possible time unit. “For the high frequency traders, the types of firms that are subscribing to this data, nanoseconds matter. We’re talking billionths of a second can make a difference in terms of their profits or losses,” she said. Algorithmic desks that trade equities, Treasury futures, currency pairs, and index derivatives can capture or lose meaningful spreads on a single Trump statement about tariffs, sanctions, or personnel.
The market has repeatedly demonstrated that sensitivity. In April 2025, Trump posted “THIS IS A GREAT TIME TO BUY!!!” on Truth Social hours before announcing a 90-day tariff pause, and stocks surged on the follow-up news. Traders who read the initial post ahead of the tape captured the move. Firms that saw it later paid a worse price.
The Wall Street vs. Main Street Question Banerji’s second point tied the pricing structure to a broader market-fairness issue. “This could shift the balance of power further towards Wall Street and away from many Main Street investors who might want to trade on this data,” she said. Retail investors watching Truth Social through the free consumer app receive the same words, only after the algorithms have already positioned around them.
The CNBC host highlighted the unprecedented layer. “Historically, when presidents or other federal officials have put news out, they also haven’t owned the device with which people are going to pay to get the milliseconds of news ahead of time,” he noted. Trump Media is controlled by the sitting president, which distinguishes the arrangement from feeds sold by neutral venues such as the NYSE or NASDAQ.
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“No Choice” for the Subscribers Traders told the Journal that opting out would leave them behind competitors already on the feed. “We haven’t had a president who’s profiting from these payments before. But then they went on to say, look, we have to do this. We have no choice but to subscribe to this feed if we want to keep up with our competitors,” Banerji said. The dynamic mirrors how HFT shops treat exchange colocation and proprietary market-data products, where sitting out is the same as paying to lose.
Lawmaker Pushback Several Democratic senators have raised concerns. “Senator Warner of Virginia said this amounts to self-dealing by the president. He said this creates a two-tiered system for market data. Elizabeth Warren has spoken out against it. So has Chuck Schumer,” the host said. Warner, Warren, and Schumer have publicly flagged potential emoluments clause and market-structure issues, though no court or regulator has ruled that any law has been violated.
Trump Media’s counter is that simultaneity of publication removes the legal problem: everyone technically receives the post at the same instant, and firms are paying for delivery infrastructure rather than exclusive content. Details of the offering, including subscriber counts and contract terms, have been disclosed in company communications and can be tracked through Trump Media’s filings with the SEC.
For investors, the open question is whether the venture can sustainably monetize presidential communications and whether Congress or regulators eventually restrict the model. The commercial logic is straightforward. The governance question remains unresolved.
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Investors in Hudson Pacific Properties, Inc. (HPP - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 18, 2026 $2.50 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Hudson Pacific Properties shares, but what is the fundamental picture for the company? Currently, Hudson Pacific Properties is a Zacks Rank #1 (Strong Buy) in the REIT and Equity Trust – Other industry that ranks in the Top 24% of our Zacks Industry Rank. Over the last 30 days, two analysts have increased their earnings estimates for the current quarter, while none have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from 24 cents per share to 28 cents in that period.
Given the way analysts feel about Hudson Pacific Properties right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.
Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
On top of the Zacks Rank, investors can also look at our innovative Style Scores system to find stocks with specific traits. For example, value investors will want to focus on the "Value" category. Stocks with high Zacks Ranks and "A" grades for Value will be some of the highest-quality value stocks on the market today.
One company value investors might notice is Signet Jewelers (SIG - Free Report) . SIG is currently sporting a Zacks Rank #2 (Buy), as well as a Value grade of A.
SIG is also sporting a PEG ratio of 1.04. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. SIG's industry has an average PEG of 1.06 right now. SIG's PEG has been as high as 3.86 and as low as 0.39, with a median of 0.94, all within the past year.
Another valuation metric that we should highlight is SIG's P/B ratio of 2.27. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 3.66. Over the past year, SIG's P/B has been as high as 2.52 and as low as 1.04, with a median of 1.87.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. SIG has a P/S ratio of 0.52. This compares to its industry's average P/S of 0.84.
These are just a handful of the figures considered in Signet Jewelers's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that SIG is an impressive value stock right now.
C3.ai, Inc. (AI - 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.
Shares of this company have returned -6.9% over the past month versus the Zacks S&P 500 composite's +0.6% change. The Zacks Computers - IT Services industry, to which C3.ai belongs, has lost 0.9% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings 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, C3.ai is expected to post a loss of $0.26 per share, indicating a change of +29.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.82 points to a change of +39.3% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $0.5 indicates a change of +39.8% from what C3.ai is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, C3.ai is rated Zacks Rank #3 (Hold).
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 C3.ai, the consensus sales estimate for the current quarter of $51.46 million indicates a year-over-year change of -26.8%. For the current and next fiscal years, $221.58 million and $240.78 million estimates indicate -11.5% and +8.7% changes, respectively.
Last Reported Results and Surprise HistoryC3.ai reported revenues of $51.6 million in the last reported quarter, representing a year-over-year change of -52.5%. EPS of -$0.33 for the same period compares with -$0.16 a year ago.
Compared to the Zacks Consensus Estimate of $49.75 million, the reported revenues represent a surprise of +3.72%. The EPS surprise was +13.16%.
Over the last four quarters, C3.ai surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two 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.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
C3.ai 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.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about C3.ai. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Americké zbrojovky, které tento týden přijely na aerosalon ve Farnborough, aby využily růstu evropských výdajů na obranu, se setkaly s obavami ze závislosti na amerických dodavatelích. Evropské vlády požadují větší kontrolu nad obrannou technikou, vyšší podíl místní výroby a větší zapojení domácího průmyslu. Američtí výrobci zbraní proto v Evropě zakládají společné podniky a nabízejí výrobky více přizpůsobené požadavkům jednotlivých evropských zemí, uvedla dnes agentura Reuters.
"Slyšíme to zcela jasně: Evropané chtějí větší suverenitu a chtějí mít více výrobních a technologických kapacit přímo u sebe,“ uvedl viceprezident americké společnosti Lockheed Martin pro globální rozvoj a strategii Daniel Tenney.
V době, kdy evropské členské státy Severoatlantické aliance a Kanada výrazně zvyšují výdaje na obranu, americké firmy argumentují, že nákup osvědčených amerických zbraňových systémů je rychlejší a levnější než vývoj nových. Současně však slibují lokalizaci výroby i přenos technologií do Evropy.
Společnost Lockheed Martin ve Farnborough představila levnější střelu pro systém protivzdušné obrany Patriot, která má být vyvinuta ve spolupráci s evropskými i americkými partnery. Oznámení přišlo krátce po zveřejnění plánů vyrábět taktické rakety Army Tactical Missile System (ATACMS) společně s německou společností Rheinmetall.
Divize Raytheon americké společnosti RTX nedávno rovněž oznámila partnerství s evropskými firmami s cílem zvýšit výrobu protiletadlových střel Stinger, včetně jejich finální montáže v Nizozemsku.
Evropské země podle prezidenta divize pozemních a protivzdušných obranných systémů společnosti Raytheon Thomase Lalibertyho těží z využívání široce rozšířených systémů, jako je Patriot. Země, které tento systém provozují, společně financují například databáze hrozeb či další společné schopnosti.
"Z této spolupráce mají značný prospěch,“ uvedl Laliberty.
Na evropském trhu zbrojní techniky se snaží prosadit i nové technologické společnosti. Firma Anduril, která se letos ve Farnborough představila dosud největší expozicí, rozšířila počet zaměstnanců v Británii a dohodla se na zahájení místní výroby střel s plochou dráhou letu Barracuda-500M v Polsku.
"Každá vláda má jiné požadavky na lokalizaci výroby," uvedl ředitel britské pobočky společnosti Anduril Richard Drake.
Část evropských představitelů se však obává, že Spojené státy by v budoucnu mohly být méně ochotné nebo méně schopné dodávat zbraně, náhradní díly či další podporu. Důvodem může být například situace, kdy by americké zbrojovky musely upřednostnit potřeby amerických ozbrojených sil v jiných částech světa.
Podle představitelů obranného průmyslu a odborníků už Evropané nechtějí pouze nakupovat hotové výrobky. Požadují přístup k technologiím, které jim umožní techniku samostatně vyrábět, upravovat i udržovat.
Evropa podle vedoucího partnera poradenské společnosti Boston Consulting Group v Miláně Fabia Dal Pana požaduje významný přenos práv duševního vlastnictví.
Přestože Evropa zůstává na americkém obranném průmyslu stále výrazně závislá, pro americké společnosti představuje riziko možnost, že se trend směřující k větší evropské soběstačnosti stane dlouhodobým. To je podle Toma Waldwyna z londýnského Mezinárodního institutu pro strategická studia (IISS) velmi závažná obava.
Existují přitom systémy, které Evropa nedokáže v krátké době nahradit, například stíhací letouny F-35 nebo protiraketové systémy Patriot. V jiných oblastech však podle analytika společnosti Agency Partners Sashe Tusy evropské alternativy "mohou být dostatečně kvalitní" a současně nabízejí významnou výhodu z hlediska strategické suverenity. V některých případech mohou být i levnější. To se podle něj týká například systémů protivzdušné obrany středního dosahu.
Analytici zároveň upozorňují, že Evropa už v některých segmentech postupně snižuje závislost na americké technice, například v oblasti letounů včasné výstrahy.
NATO nedávno oznámilo plán zhruba za 4,5 miliardy dolarů (95 miliard Kč) na nákup až deseti průzkumných letounů Saab GlobalEye, které mají nahradit stárnoucí stroje AWACS. Aliance tak dala přednost švédskému systému před konkurenční nabídkou amerického výrobce Boeing.
Evropské země se zároveň snaží samostatně vyvíjet některé nové technologie. Britská společnost BAE Systems na veletrhu ve Farnborough představila nový bezpilotní bojový letoun, který britská vláda označila za demonstrátor budoucí operační koncepce. Stalo se tak navzdory tomu, že několik amerických společností už podobné stroje vyvíjí a některé z nich byly ve Farnborough rovněž vystaveny.
Britský program bude zahrnovat více dodavatelů, zároveň však zůstane suverénní, řekl minulý týden agentuře Reuters zástupce velitele britského Královského letectva pro rozvoj schopností a programy Jim Beck.
"My potřebujeme mít právo rozhodovat o tom, jak a kdy budeme s naší technikou nakládat,“ uvedl Beck.
Aerosalon ve Farnborough se koná jednou za dva roky a střídá se s pařížským aerosalonem v Le Bourget. V sudých letech je v Británii, v lichých ve Francii. Jde o dvě nejvýznamnější světové přehlídky letecké techniky zaměřené na obchodní část odvětví, tedy především na kontrakty výrobců letadel, motorů, zbrojních firem a dodavatelů technologií.
Index Dow Jones +0,27 % na 51848,77 b., S&P 500 +0,11 % na 7416,35 b., Nasdaq Composite -0,47 % na 25018,65 b.
Americké akcie se v úvodu páteční seance obchodují smíšeně, když investoři vyhodnocují další várku kvartálních výsledků. Zatímco indexy Dow Jones a S&P 500 mírně rostou, technologický Nasdaq ztrácí, přičemž pod tlakem zůstávají informační technologie. Naopak se daří realitnímu, energetickému a zdravotnickému sektoru.
Telekomunikační společnost Verizon reportovala za 2Q očištěný zisk na akcii ve výši 1,30 USD, čímž překonala očekávání analytiků na úrovni 1,27 USD. Volné peněžní toky meziročně vzrostly o 24,4 % na 6,4 mld. USD a počet nových zákazníků širokopásmového připojení dosáhl 348 tis. Společnost zvýšila celoroční výhled očištěného zisku na akcii na 4,99 až 5,04 USD (z 4,95 až 4,99 USD) a očekává růst volných peněžních toků o 9 až 10 %. Analytici pozitivně hodnotili nižší odchodovost zákazníků a příznivý vývoj hospodaření. Akcie Verizonu přidávají 2,94 %.
Kabelový operátor Charter Communications vykázal za 2Q tržby ve výši 13,53 mld. USD, které meziročně poklesly o 1,7 %, ale mírně překonaly očekávání trhu. Očištěný zisk EBITDA meziročně klesl o 4,3 % na 5,45 mld. USD a zaostal za konsensem ve výši 5,58 mld. USD, přičemž nižší než očekávané byly rovněž volné peněžní toky (0,97 mld. USD oproti očekávaným 1,14 mld. USD). Počet zákazníků internetových služeb se snížil o 166 tis., zatímco počet mobilních linek vzrostl o 406 tis. Společnost nadále očekává celoroční kapitálové výdaje přibližně 11,4 mld. USD. Akcie Charter Communications odepisují 4,45 %.
Také telekomunikační a mediální konglomerát Comcast reportoval své kvartální výsledky za 2Q roku 2026. Výnosy sice meziročně poklesly o 1,2 %, překonaly však očekávání analytiků. Nad odhady se umístil rovněž očištěný zisk na akcii a volné peněžní toky. Streamovací služba Peacock poprvé vykázala kladný očištěný zisk EBITDA, když těžila mimo jiné z vysílání play-off NBA a mistrovství světa ve fotbale. Akcie Comcast +1,67 %.
Americká finanční společnost American Express reportovala za 2Q zisk na akcii ve výši 4,53 USD, nad očekáváním analytiků na úrovni 4,41 USD. Tržby meziročně vzrostly o 10 % na 19,64 mld. USD, avšak mírně zaostaly za konsensem, obdobně jako příjmy z poplatků za karty (2,86 mld. USD oproti očekávaným 3,01 mld. USD). Pozitivně překvapily nižší opravné položky na úvěrové ztráty, které meziročně poklesly o 21 % na 1,1 mld. USD. Společnost zvýšila celoroční výhled růstu tržeb na 10 %. Akcie American Express -6,06 %.
Americká společnost SLB (dříve Schlumberger), která poskytuje služby v oblasti ropného průmyslu vykázala za 2Q očištěný zisk na akcii ve výši 0,55 USD, zatímco analytici očekávali 0,51 USD. Tržby meziročně vzrostly o 5 % na 8,97 mld. USD, přičemž růst ve většině zahraničních regionů a vyšší výnosy divize Production Systems (3,77 mld. USD, +24 % meziročně) kompenzovaly slabší vývoj na Blízkém východě. Volné peněžní toky dosáhly 716 mil. USD a výrazně překonaly konsensus ve výši 327 mil. USD. Analytici vyzdvihli zejména rychlý růst segmentu datových center a přínos akvizice ChampionX. Akcie SLB přidávají 9,66 %.
Akcie výrobce paměťových medií Sandisk odepisují 8,5 %, když investoři upravovali své pozice před zveřejněním kvartálních výsledků a vybírali zisky v sektoru paměťových čipů.
Index S&P 500 +0,11 % na 7416,35 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Reality +2,5 % Informační technologie -0,7 % Energie +1,2 % Zbytná spotřeba -0,1 % Zdravotní péče +0,9 % Finanční sektor +0,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Digital Realty Trust (DLR) +14 % Sandisk Corp (SNDK) -8,5 % SLB (SLB) +9,5 % Coherent Corp (COHR) -8,0 % Equinix (EQIX) +6,7 % CH Robinson Worldwide (CHRW) -6,8 % Universal Health Services (UHS) +6,3 % Lumentum Holdings (LITE) -6,7 % ServiceNow (NOW) +5,1 % Robinhood Markets (HOOD) -6,6 %
Zdroj: Bloomberg
Index nákupních manažerů PMI ve výrobě (S&P Global) (červenec - předběžný):
aktuální hodnota: 53,8 b.
očekávání trhu: 54,4 b.
předchozí hodnota: 53,9 b.
Index nákupních manažerů PMI ve službách (S&P Global) (červenec - předběžný):
aktuální hodnota: 53,6 b.
očekávání trhu: 51,5 b.
předchozí hodnota: 51,2 b.
Index nákupních manažerů PMI - kompozitní (S&P Global) (červenec - předběžný):
aktuální hodnota: 53,6 b.
očekávání trhu: 52,2 b.
předchozí hodnota: 51,9 b.
Booz Allen Hamilton (BAH - Free Report) came out with quarterly earnings of $1.81 per share, beating the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.48 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +21.48%. A quarter ago, it was expected that this defense contractor would post earnings of $1.32 per share when it actually produced earnings of $1.78, delivering a surprise of +34.85%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Booz Allen, which belongs to the Zacks Consulting Services industry, posted revenues of $2.8 billion for the quarter ended June 2026, in line with the Zacks Consensus Estimate. This compares to year-ago revenues of $2.92 billion. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Booz Allen shares have lost about 21.9% since the beginning of the year versus the S&P 500's gain of 8.2%.
What's Next for Booz Allen?While Booz Allen has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Booz Allen was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.58 on $2.87 billion in revenues for the coming quarter and $6.31 on $11.41 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consulting Services is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Information Services Group (III - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This market advisory service company is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of +12.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Information Services Group's revenues are expected to be $62.75 million, up 1.9% from the year-ago quarter.
U.S. stocks were mixed, with the Dow Jones index gaining around 0.2% on Friday.
Shares of Booz Allen Hamilton Holding Corporation (NYSE:BAH) rose sharply following upbeat quarterly earnings.
Booz Allen Hamilton posted adjusted earnings of $1.81 per share, beating market estimates of $1.49 per share. The company’s sales came in at $2.800 billion versus estimates of $2.820 billion.
Booz Allen Hamilton shares surged 13.1% to $74.51 on Friday.
Here are some other big stocks recording gains in today’s session.
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The Pentagon's AI Pivot Supercharges Defense StocksBooz Allen Hamilton NYSE: BAH reported first-quarter fiscal 2027 revenue of $2.8 billion, down 4.2% from a year earlier, as growth in its national security portfolio was offset by continued weakness in civil work. The government-services company said profitability and cash flow exceeded its expectations and reaffirmed its full-year guidance.
Adjusted EBITDA rose to $334 million, producing an adjusted EBITDA margin of 11.9%, up 130 basis points year over year. Adjusted diluted earnings per share increased 22% to $1.81. Chief Financial Officer Troy Lahr said earnings benefited from profit growth, a lower tax rate, fewer shares outstanding and a $19 million pretax unrealized gain on a venture investment.
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Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?Free cash flow was $261 million in the quarter, supported by strong collections and favorable timing, according to Lahr. Days sales outstanding increased by seven days year over year to 80 days, which the company attributed to revenue-recognition treatment related to its Defy business. Booz Allen expects DSO to remain above its historical level.
National Security Growth Offsets Civil Pressure National security revenue grew 1% year over year in the first quarter, while civil revenue declined 16%. Lahr said the company expects national security revenue to grow at a mid-single-digit rate for the full fiscal year, with stronger growth in the second half as new work ramps up.
Booz Allen Hamilton Earnings: 3 Bullish Signals for BAH StockCivil revenue continued to face pressure from the roll-off of larger contracts, prior contract reductions, Treasury-related impacts and fewer new program starts after a slower award environment last year. The company also said some recompete awards are transitioning to follow-on contracts with smaller scopes and shorter performance periods.
Booz Allen expects another sequential double-digit decline in civil revenue in the second quarter as additional contracts end, though management expects those pressures to ease gradually in the second half. President and COO Kristine Martin Anderson said the company still expects civil revenue to decline by a high-single-digit percentage for the year, an improvement from the prior year.
“Demand is strengthening, and we are winning work,” Anderson said of the civil portfolio, pointing to an expanding pipeline and efforts to bring the company’s cyber and defense technology solutions into civil agencies.
Funding trends improved during the quarter. Chairman and CEO Horacio Rozanski said funding was up 17% year over year, while Anderson said funding rose about 18% in both civil and national security. Funded backlog increased 15% to $4.7 billion, while total backlog rose 3% to more than $39 billion. The company’s book-to-bill ratio was 1.5 times in the quarter and 1.1 times on a trailing 12-month basis.
National security funded backlog increased 23%, and management said it is accelerating hiring to support anticipated growth. Anderson noted that the company is facing some supply constraints in recruiting personnel with security clearances.
Government Contracting Changes and Funding Uncertainty Management said the market remains uneven despite improving funding. Rozanski cited the midterm election year, potential continuing resolutions, the National Defense Authorization Act, possible reconciliation legislation and potential supplemental funding as factors that could affect the government funding environment later in the year.
The company is also preparing for a government push toward fixed-price and outcomes-based contracts. Anderson said recent guidance directs agencies to use firm fixed-price contracting as the default for new contracts unless an exception is approved. Booz Allen welcomed the shift, saying it could improve alignment between costs, accountability and mission results while offering more flexibility in delivery.
“Early indications are positive,” Rozanski said, while adding that the transition will take time because existing contracts do not convert immediately. Lahr said the company’s first-quarter profitability benefited in part from early shifts toward outcomes-based fixed-price contracting.
Anderson also said Booz Allen’s pipeline of other transaction authority opportunities increased 18% year over year. The company has been placing technology offerings on government marketplaces including Tradewind, Aeris and Platform One, which management said can provide faster procurement channels.
Cyber, Defense Technology and Ultra Acquisition Rozanski highlighted cyber and defense technology as the company’s primary growth vectors. He said agentic artificial intelligence is changing the cyber threat environment by enabling more autonomous attacks and that Booz Allen is expanding Vellox, its suite of agentic cyber products. He cited the company’s zero-trust capabilities and its Ranger product, which is designed to help organizations identify and remediate vulnerabilities at AI speed.
In defense technology, the company is focusing on command-and-control software, edge computing, resilient communications and autonomy. Booz Allen expects to close its acquisition of Ultra I&C Mission Solutions during the second quarter. The business brings products spanning command-and-control software, ruggedized edge computing and encryption management.
Lahr said Ultra is expected to deliver strong double-digit revenue growth for the next several years and EBITDA margins above 20%, though he did not provide a revenue run rate. Booz Allen plans to update guidance after the transaction closes.
The company deployed $447 million during the quarter, including $324 million for the Defy acquisition and venture investments, along with $123 million for dividends and share repurchases. It ended the quarter with $540 million in cash, $2 billion in total liquidity and net leverage of 2.7 times trailing-12-month adjusted EBITDA.
Booz Allen said it will continue pursuing a balanced capital-allocation strategy, including shareholder returns, venture investments and acquisitions that can accelerate its cyber and defense technology businesses.
About Booz Allen Hamilton (NYSE:BAH)Booz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.
Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.
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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Poprvé od ledna loňského roku se výnos desetiletých amerických státních dluhopisů vyšplhal k hranici 4,7 %. Hlavním zdrojem tlaku na růst výnosů zůstává cena ropy, která ve čtvrtek opět překonala hranici 100 dolarů za barel.
Americké desetileté dluhopisy představují klíčový benchmark, od kterého se odvíjejí hypoteční sazby, úroky z kreditních karet i náklady na financování automobilů. Během pátečního obchodování výnos mírně klesal a aktuálně se pohybuje kolem 4,68 %.
— Barchart (@Barchart) July 24, 2026 Konflikt na Blízkém východě dostal pod tlak také dvouleté státní dluhopisy, které jsou citlivější na kroky a rétoriku americké centrální banky. Jejich výnos od začátku roku vzrostl o 85 bazických bodů na 4,33 %. Růst krátkého konce výnosové křivky naznačuje, že investoři počítají s dalším zpřísňováním měnové politiky Fedu.
Trh aktuálně zaceňuje dvě zvýšení sazeb do konce ledna příštího roku, přičemž k prvnímu navýšení o 25 bazických bodů by podle současných očekávání mělo dojít již v září.
Pod tlakem zůstávají také třicetileté americké dluhopisy. Jejich výnos od roku 2022 stabilně roste a na začátku července překonal hranici 5 %. Nad touto úrovní se aktuálně drží zhruba 28 dní, což je nejdelší období od začátku globální finanční krize v roce 2007.
Pro investory je zajímavé, že na růstu výnosů se stále více podílejí nejen inflační očekávání, ale také reálné výnosy. Ty představují výnos, který investor získává nad míru inflace, a jsou důležitým ukazatelem očekávání trhu ohledně ekonomického růstu, měnové politiky i atraktivity rizikových aktiv.
Výnos desetiletých amerických TIPS se aktuálně pohybuje kolem 2,42 %. Zároveň roste jeho podíl na celkovém výnosu desetiletých amerických dluhopisů. To naznačuje, že investoři dnes nepožadují pouze kompenzaci za vyšší inflaci, ale také vyšší prémii za držení dlouhodobých amerických aktiv.
Rostoucí reálné výnosy zároveň představují riziko pro akcie, protože zvyšují atraktivitu relativně bezpečnějších dluhopisů. Vyšší reálné sazby se zároveň promítají do vyšší diskontní sazby používané při oceňování akcií, což snižuje současnou hodnotu budoucích zisků a cash flow. V konečném důsledku tak mohou vytvářet tlak na valuace i cílové ceny akcií.
Cena ropy dnes korigovala část včerejších nárůstu poté, co se nenaplnily obavy z úplného zastavení námořní dopravy v Rudém moři a průlivu Bab al-Mandab po včerejším útoku jemenských povstalců. Západoevropské burzy tak umazaly část včerejších poklesů a ve zlepšeném sentimentu se do plusu vrátila i pražská burza. Index PX nakonec posílil o 0,72 % na 2 654 bodů. Dařilo se především finančnímu sektoru. Erste Bank se zvedla o 0,84 % na 2 762 Kč a pojišťovna VIG přidala 0,76 % na 1 593 Kč. Moneta Money Bank po dnešním výsledkovém reportu a navýšeném výhledu stoupla o 1,91 % nad 192 Kč. Komerční banka si potom polepšila o 1,69 % na 1 022 Kč. Naopak zbrojovka CSG korigovala část zisků z tohoto týdne a ubrala 3,52 % na 378 Kč. ČEZ oslabil o mírných 0,15 % na 1 347 Kč.
Key Takeaways D-Wave expects modest Q2 revenue growth, with much of 2026 revenues recognized in the second half.QBTS first-quarter Bookings reached $31.8M, with commercial customers accounting for more than 31%.D-Wave's RPO totaled $42.4M, with 54% expected as revenues in the next 12 months. D-Wave Quantum (QBTS - Free Report) , or D-Wave, expects second-quarter 2026 revenues to be modestly higher than the first quarter, with the majority of the year's revenues likely to be recognized in the second half. The pattern reflects the timing of revenue recognition related to systems transactions, the company’s remaining performance obligations (RPOs) and its sales pipeline.
D-Wave notes that the system sales typically involve site preparation, delivery, installation and calibration before it becomes fully operational. These activities often span several months or quarters. The company recognizes a significant portion of revenues when a system is physically delivered, while a smaller portion is recognized over time as installation and calibration activities advance.
This was also seen in the first quarter of 2026, where revenues fell 81% year over year to $2.9 million, as the prior-year period included $12.6 million from the first sale of D-Wave’s annealing quantum computer system. However, first-quarter Bookings climbed to $33.4 million from $1.6 million a year earlier, with commercial customers accounting for more than 31% of Bookings. The balance came from educational and research organizations, led by the $20 million system sale to Florida Atlantic University.
D-Wave’s sales opportunity pipeline more than doubled in dollar value during the first quarter compared with the prior quarter, while the average potential deal size also more than doubled.
As of March 31, RPO related to unsatisfied or partially unsatisfied customer contracts totaled $42.4 million, up 563% from the first quarter of 2025 balance. Approximately 54% of this amount is expected to be recognized as revenues in the next 12 months and 71% within the next two years, with the remainder to be recognized thereafter.
Latest Developments Among QBTS PeersIBM (IBM - Free Report) has signed a definitive agreement to acquire HRL Laboratories, LLC (HRL), a private company jointly owned by Boeing and General Motors. HRL's silicon-spin qubit engineering expertise strengthens IBM’s push to scale increasingly powerful quantum computers. Both superconducting qubits and spin qubits leverage state-of-the-art silicon fabrication, offering credible paths to scaling quantum technologies.
Intel (INTC - Free Report) delivered a solid second-quarter 2026, with revenues up 25% year over year, marking its strongest revenue growth in more than 15 years. In the data center AI group, the quarter’s server growth was the strongest on record, while Xeon 6 continues to remain one of the fastest ramping-up products in Intel history, reflecting improving execution and strong customer demand. Intel also made steady progress in its newly announced design services business, with revenues nearly tripling year over year.
The Zacks Rundown for QBTS StockOver the past year, QBTS shares have declined 9% compared with the industry’s 17.6% fall.
Image Source: Zacks Investment Research
D-Wave is trading at a forward, 12-month Price/Sales (P/S) of 91.68X compared with its 164.72X median and the industry average of 3.85X.
Image Source: Zacks Investment Research
As shown below, analyst estimates for D-Wave’s 2026 and 2027 loss per share have remained stable over the past 60 days.
Image Source: Zacks Investment Research
D-Wave currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways SMMT reported a wider-than-expected Q2 loss and ended the quarter with higher cash after ATM fundraising.Summit submitted updated ivonescimab survival data to the FDA during its ongoing BLA review.SMMT expanded ivonescimab efforts with late-stage studies and a new Arcus collaboration. Summit Therapeutics (SMMT - Free Report) reported a second-quarter 2026 loss per share of 28 cents, wider than the Zacks Consensus Estimate of a loss of 26 cents per share. In the year-ago period, the company had incurred a loss of 76 cents per share.
The company currently lacks a marketed product in its portfolio. As a result, it did not record revenues in the quarter.
More on SMMT’s Q2 ResultsResearch and development (R&D) expenses were $157.7 million, down 24.2% year over year. General and administrative expenses plunged 82.6% year over year to $62.8 million. The substantial decline in operating costs was primarily due to a significant reduction in stock-based compensation expenses. However, total operating expenses increased 13% sequentially, reflecting higher R&D spending associated with the continued clinical development of ivonescimab.
As of June 30, 2026, Summit had cash, cash equivalents and short-term investments totaling $690.7 million, compared with $598.7 million as of March 31, 2026.
During the second quarter of 2026, Summit raised $230.8 million in gross proceeds through its at-the-market (ATM) facility, followed by an additional $68.4 million in gross proceeds after quarter-end, further strengthening its liquidity position.
SMMT’s Pipeline UpdatesThe lead program in the company’s pipeline is ivonescimab, a dual PD-1/VEGF inhibitor being evaluated in multiple late-stage studies across different settings in non-small cell lung cancer (NSCLC) and colorectal cancer (CRC). SMMT is developing ivonescimab in collaboration with China-based Akeso. Ivonescimab is currently approved only in China for two distinct NSCLC indications.
In January, the FDA accepted the company's biologics license application (BLA) seeking approval for ivonescimab plus chemotherapy in patients with EGFR-mutant, locally advanced or metastatic non-squamous NSCLC who have progressed after treatment with third-generation EGFR-TKIs. The BLA filing was based on encouraging September 2025 results from the phase III HARMONi study. The FDA decision is expected by Nov. 14, 2026.
In July 2026, Summit reported more favorable OS data from the HARMONi study, with longer follow-up, demonstrating a consistent survival benefit with ivonescimab across Western and Asian patient populations. The analysis showed a hazard ratio (HR) of 0.76 in the overall intent-to-treat population, with the same HR of 0.76 observed independently in both the Western and Asian subgroups, reinforcing the geographic consistency of the treatment benefit.
The updated OS data have been submitted to the FDA as part of the ongoing BLA review, which could extend the FDA’s review timeline.
Year to date, shares of SMMT have lost 14.4% compared with the industry’s 3.9% decline.
Image Source: Zacks Investment Research
The company is evaluating ivonescimab in three late-stage studies, two in NSCLC (HARMONi-3 and HARMONi-7) and one in CRC (HARMONi-GI3).
HARMONi-3 is evaluating the drug against Merck’s (MRK - Free Report) blockbuster PD-L1 drug Keytruda (pembrolizumab) as a first-line treatment for metastatic squamous or non-squamous NSCLC, while HARMONi-7 is evaluating ivonescimab monotherapy in patients with first-line metastatic NSCLC whose tumors have high PD-L1 expression.
In the HARMONi-3 study, under the revised design, squamous and non-squamous NSCLC cohorts are being analyzed separately, with progression-free survival (PFS) and overall survival as primary endpoints. Patient enrollment in both cohorts has been completed. The final PFS results are expected in the second half of 2026 and in the first half of 2027 for the squamous and non-squamous NSCLC cohorts, respectively.
Patient enrollment in the phase III HARMONi-GI3 study, evaluating the candidate in combination with chemotherapy against bevacizumab plus chemotherapy in first-line unresectable metastatic colorectal cancer, is ongoing.
The company agreed to divest its investigational antibiotic, ridinilazole to Toronto-based Biossil Inc. in mid-July. The late-stage asset is being developed for the treatment of patients with clostridioides difficile infection, a serious bacterial infection of the colon. Per the agreement, Biossil will assume responsibility for the further development and commercialization of ridinilazole. In return, Summit will receive an upfront payment of $500,000 and will be eligible for up to $104.5 million in regulatory and commercial milestones, plus tiered royalties on net sales.
In July, Summit announced a collaboration with Arcus Biosciences (RCUS - Free Report) to evaluate RCUS' investigational HIF-2α inhibitor, casdatifan, in combination with ivonescimab for the treatment of clear cell renal cell carcinoma, including first-line metastatic disease. Arcus will sponsor and conduct the study, while both companies will share development costs and retain commercial rights to their respective therapies. Initial study data are expected by mid-2027.
SMMT’s Zacks Rank Summit currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Mark Cuban’s line landed as a joke, but it carried a thesis. Speaking on the All-In podcast, the Dallas Mavericks minority owner and Dallas Flash pickleball team co-owner predicted that as AI models and data centers become more efficient, much of today’s frantic buildout will look redundant, and that “a lot of data centers are going to be turned into pickleball courts.” Meanwhile, in northern Utah, that abstract skepticism now has a concrete case study: Kevin O’Leary’s roughly $100 billion Stratos Project has been forced into a real-world diet, and the fallout is still spreading.
Cuban’s Warning: Planning for Perfection Cuban was careful to say he does not think the AI boom is another dot-com-style bubble, describing the scale as narrower and the potential fallout more contained. His worry is downstream: if efficiency gains outrun demand, the overbuild could still “destroy” venture capital funds, hedge funds, and private equity firms that have underwritten the boom. Big Tech, he argued, is borrowing heavily and committing to years of capital expenditure, a stance he called “planning for perfection.”
The macro backdrop makes his math harder to dismiss. The 10-year Treasury yield sits at 4.67% as of July 22, 2026, near its 12-month high. For projects with multi-year debt stacks, every basis point compounds.
The Stratos Project Meets Utah Politics O’Leary’s venture in Box Elder County, north of the Great Salt Lake, was originally pitched as an AI campus spanning more than 40,000 acres with a power demand of roughly 9 gigawatts, promising about 2,000 permanent jobs and a Pentagon-linked national security angle. Box Elder County approved it in May 2026.
The state pushed back almost immediately. Utah Senate President Stuart Adams called for a 75% reduction in the footprint, and Governor Spencer Cox signed an executive order on May 29, 2026 requiring proper state evaluation of large data center proposals. O’Leary first called the demands “outrageous,” then reversed and agreed to shrink the site from roughly 40,000 acres to just over 20,000. He later conceded in an interview: “The two of us really screwed this up initially… We made huge mistakes… We pissed off a lot of people, and that’s not the way I do business.”
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Water, the Lake, and a Lawsuit The binding constraint was water. Utah’s Great Salt Lake has been shrinking for years, and residents were not eager to let a 9-gigawatt server farm draw from a stressed basin. Data center cooling is thirsty work: U.S. facilities consumed an estimated 66 billion liters of water in 2023, per the Department of Energy, with an indirect footprint from electricity generation of nearly 800 billion liters. O’Leary pledged industry-leading water technology and committed any excess supply to the lake itself.
The story is still live. On July 17, 2026, two Utah advocacy groups sued O’Leary and Fox News for defamation after he claimed, without evidence and later walked back, that opposition to the project was funded by the Chinese Communist Party.
What to Watch Cuban’s pickleball court prediction may or may not age well. The rest of the sector is still leaning in: OpenAI announced a 3.2 gigawatt campus in Effingham County, Georgia, and Hut 8 (NASDAQ:HUT) secured a $9.8 billion lease for its Texas campus this week. But Stratos is what Cuban’s warning looks like when it meets zoning boards, governors, and a drying lake. The signal to watch next quarter is whether other mega-sites, in Texas, Georgia, and Wyoming, run into their own Stuart Adams before a shovel hits the dirt.
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Key Takeaways Sonoco's Q2 adjusted EPS beat estimates as pricing, FX and productivity offset softer volume and mix.Productivity savings reached $10 million in Q2, bringing annualized savings to about $38 million.Sonoco reaffirmed its 2026 guidance, expecting adjusted EPS near the low end of $5.80-$6.20. Sonoco Products Company (SON - Free Report) reported adjusted earnings of $1.51 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.47 by 2.72%. The figure rose 10.2% from $1.37 in the year-ago quarter. Pricing actions, favorable foreign-exchange movements and productivity gains helped offset softer volume/mix during the quarter.
Including one-time items, the company reported earnings of $1.05 per share from continuing operations compared with 69 cents in the year-ago quarter. Including discontinued operations, second-quarter 2026 earnings were $1.05 compared with $4.96 in the year-ago quarter.
Net sales of $1.885 billion declined 1.3% year over year and missed the consensus mark of $1.886 billion by 0.05%. SON’s top line declined from the prior-year period primarily due to the absence of sales from the ThermoSafe business, which was divested in November 2025.
The profitability performance program delivered $10 million in savings during the quarter. Annualized savings reached approximately $38 million, representing 25% of the minimum target under Sonoco’s three-year goal of $150-$200 million.
Sonoco’s Gross Profit Falls in Q2The cost of sales was $1.49 billion, down 0.7% from the year-earlier quarter. Gross profit totaled $392 million, declining 3.4% year over year. The gross margin was 20.8% compared with 21.3% in the prior-year quarter.
Selling, general and administrative expenses amounted to $200 million, down 8.5% year over year.
Adjusted operating income was $242 million, down 1.8% from the prior-year quarter’s $246.9 million. The adjusted operating margin was 12.9%, broadly unchanged year over year.
Adjusted EBITDA was $324 million, down 1.2% from the year-ago quarter.
Sonoco’s Segmental PerformanceThe Consumer Packaging segment’s net sales rose 1.2% year over year to $1.24 billion. The increase reflected pricing actions to offset inflation and tariff-related costs, along with favorable foreign-currency movements, partially offset by softer volumes. The segment’s adjusted EBITDA amounted to $206.7 million, down 3.1% from the prior-year quarter.
Net sales in the Industrial Paper Packaging segment were $643.6 million, reflecting year-over-year growth of 4.2%. The increase was driven by successful pricing actions and favorable foreign exchange. Adjusted segment EBITDA totaled $122.2 million, up 2.9% year over year, as productivity and procurement savings helped offset higher raw-material, freight and other operating costs.
Sonoco’s Cash Flow & Balance Sheet UpdatesThe operating cash flow reached a second-quarter record of $301 million, up 56% year over year. The free cash flow climbed 139% to $237 million, reflecting disciplined working-capital management and a capital expenditure of $64 million.
Cash and cash equivalents were $168.6 million at the quarter-end, down from $378.4 million at the end of the prior-year quarter. Total debt and net debt stood at $4.5 billion and $4.3 billion, respectively, while available liquidity totaled $1.3 billion.
SON Reaffirms 2026 OutlookSonoco maintained its 2026 net sales guidance of $7.25-$7.75 billion and the adjusted EBITDA outlook of $1.25-$1.35 billion. The company also reiterated its operating cash flow forecast of $700-$800 million.
Adjusted earnings guidance is pegged at $5.80-$6.20 per share, with the company continuing to expect results near the low end. Pricing actions, contract resets and productivity initiatives are expected to improve margins in the second half, although inflation and macroeconomic uncertainty remain the key risks.
Sonoco’s Price PerformanceThe company’s shares have gained 21.2% in the past year against the industry’s 5.3% decline.
Image Source: Zacks Investment Research
SON’s Zacks RankPackaging Stocks Awaiting ResultsBall Corporation (BALL - Free Report) is scheduled to release second-quarter 2026 results on Aug. 4. The Zacks Consensus Estimate for BALL’s second-quarter 2026 earnings is pegged at 99 cents per share, suggesting year-over-year growth of 10%.
The Zacks Consensus Estimate for Ball Corp’s top line is pegged at $3.67 billion, indicating growth of 9.8% from the prior-year reported figure. Ball Corp has a trailing four-quarter average surprise of 3.7%.
Silgan Holdings Inc. (SLGN - Free Report) is scheduled to release second-quarter 2026 results on July 29. The Zacks Consensus Estimate for SLGN’s second-quarter 2026 earnings is pegged at 96 cents per share, implying a year-over-year dip of 4.9%.
The Zacks Consensus Estimate for Silgan Holdings’ top line is pegged at $1.62 billion, suggesting an increase of 5.1% from the prior-year reported figure. Silgan Holdings has a trailing four-quarter average surprise of 1.8%.
AptarGroup, Inc. (ATR - Free Report) is scheduled to release second-quarter 2026 results on July 30. The Zacks Consensus Estimate for AptarGroup’s second-quarter 2026 earnings is pegged at $1.34 per share, indicating a year-over-year dip of 19.3%.
The Zacks Consensus Estimate for the company’s top line is pegged at $1 billion, implying growth of 3.8% from the prior-year reported figure. ATR has a trailing four-quarter average surprise of 3.1%.
Investors in Capri Holdings Limited (CPRI - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Aug. 21, 2026 $7.5 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Capri Holdings shares, but what is the fundamental picture for the company? Currently, Capri Holdings is a Zacks Rank #3 (Hold) in the Retail - Apparel and Shoes industry that ranks in the Top 21% of our Zacks Industry Rank. Over the last 60 days, three analysts have increased their earnings estimates for the to-be-reported quarter, while one has dropped the estimates. The net effect has taken our Zacks Consensus Estimate for the to-be-reported quarter from 39 cents per share to 44 cents in that period.
Given the way analysts feel about Capri Holdings right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
OneSpan (OSPN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this internet security company have returned +9% over the past month versus the Zacks S&P 500 composite's +0.6% change. The Zacks Internet - Software industry, to which OneSpan belongs, has gained 5.5% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate 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.
OneSpan is expected to post earnings of $0.25 per share for the current quarter, representing a year-over-year change of -26.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $1.23 for the current fiscal year indicates a year-over-year change of -17.5%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $1.33 indicates a change of +8.1% from what OneSpan is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, OneSpan is rated Zacks Rank #3 (Hold).
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 OneSpan, the consensus sales estimate for the current quarter of $57.75 million indicates a year-over-year change of -3.5%. For the current and next fiscal years, $246.53 million and $256.09 million estimates indicate +1.4% and +3.9% changes, respectively.
Last Reported Results and Surprise HistoryOneSpan reported revenues of $65.95 million in the last reported quarter, representing a year-over-year change of +4.1%. EPS of $0.39 for the same period compares with $0.45 a year ago.
Compared to the Zacks Consensus Estimate of $60.94 million, the reported revenues represent a surprise of +8.22%. The EPS surprise was +8.33%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
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.
OneSpan 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.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about OneSpan. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
GigaCloud Technology Inc. (GCT - 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.
Shares of this company have returned +12.8% over the past month versus the Zacks S&P 500 composite's +0.6% change. The Zacks Technology Services industry, to which GigaCloud Technology Inc. belongs, has lost 3% 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 EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
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, GigaCloud Technology Inc. is expected to post earnings of $0.85 per share, indicating a change of -6.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $4.18 points to a change of +16.4% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $4.83 indicates a change of +15.6% from what GigaCloud Technology Inc. is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for GigaCloud Technology Inc..
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of GigaCloud Technology Inc., the consensus sales estimate of $383.7 million for the current quarter points to a year-over-year change of +18.9%. The $1.53 billion and $1.65 billion estimates for the current and next fiscal years indicate changes of +19% and +7.5%, respectively.
Last Reported Results and Surprise HistoryGigaCloud Technology Inc. reported revenues of $359.49 million in the last reported quarter, representing a year-over-year change of +32.2%. EPS of $1.04 for the same period compares with $0.68 a year ago.
Compared to the Zacks Consensus Estimate of $344.9 million, the reported revenues represent a surprise of +4.23%. The EPS surprise was +19.54%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
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.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
GigaCloud Technology Inc. is graded A 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 GigaCloud Technology Inc.. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
TAIPEI, Taiwan and MILPITAS, Calif., July 24, 2026 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation (NasdaqGS: SIMO) (“Silicon Motion” or the “Company”), a global leader in designing and marketing NAND flash controllers for solid state storage devices, confirms today its quarterly cash dividend.
On October 27, 2025, the Board of Directors of the Company declared payment of an annual dividend of US$2.00 per ADS1, equivalent to US$0.50 per ordinary share, which will be paid in four quarterly installments of $0.50 per ADS, equivalent to US$0.125 per ordinary share. According to the previously announced record and payment dates, the next quarterly installment will be paid on August 20, 2026 to all shareholders of record on August 6, 2026. Our depository bank’s DR Books will be closed for issuance and cancellation on August 6, 2026.
The declaration and payment of future cash dividends are subject to the Board's continuing determination that the payment of dividends is in the best interests of the Company’s shareholders and are in compliance with all laws and agreements of the Company applicable to the declaration and payment of cash dividends.
ABOUT SILICON MOTION:
We are the global leader in supplying NAND flash controllers for solid state storage devices. We supply more SSD controllers than any other company in the world for servers, PCs and other client devices and are the leading merchant supplier of eMMC and UFS embedded storage controllers used in smartphones, IoT devices and other applications. We also supply customized high-performance hyperscale data center and specialized industrial and automotive SSD solutions. Our customers include most of the NAND flash vendors, storage device module makers and leading OEMs. For further information on Silicon Motion, visit us at www.siliconmotion.com.
FORWARD-LOOKING STATEMENTS:
This news release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “intend,” “plan,” “anticipate,” “believe,” “estimate,” “predict,” “potential,” “continue,” or the negative of these terms or other comparable terminology. Although such statements are based on our own information and information from other sources we believe to be reliable, you should not place undue reliance on them. These statements involve risks and uncertainties, and actual market trends or our actual results of operations, financial condition or business prospects may differ materially from those expressed or implied in these forward-looking statements for a variety of reasons. Potential risks and uncertainties include, but are not limited to the unpredictable volume and timing of customer orders, which are not fixed by contract but vary on a purchase order basis; the loss of one or more key customers or the significant reduction, postponement, rescheduling or cancellation of orders from one or more customers; general economic conditions or conditions in the semiconductor or consumer electronics markets; the impact of inflation on our business and customer’s businesses and any effect this has on economic activity in the markets in which we operate; the functionalities and performance of our information technology (“IT”) systems, which are subject to cybersecurity threats and which support our critical operational activities, and any breaches of our IT systems or those of our customers, suppliers, partners and providers of third-party licensed technology; the effects on our business and our customer’s business taking into account the ongoing U.S.-China tariffs and trade disputes; other factors beyond our control such as nature disasters, terrorism, civil unrest, war, including conflicts in the Middle East, threats to the Strait of Hormuz and global energy supply routes, and the ongoing Russia-Ukraine War, and pandemics, epidemics and other health emergencies; the continuing tensions between Taiwan and China, including enhanced military activities; decreases in the overall average selling prices of our products; changes in the relative sales mix of our products; supply chain disruptions that have affected us and our industry as well as other industries on a global basis; the payment, or non-payment, of cash dividends in the future at the discretion of our Board of Directors and any announced planned increases in such dividends; changes in our cost of finished goods; the availability, pricing, and timeliness of delivery of other components and raw materials used in the products we sell given the current raw material supply shortages being experienced in our industry; our customers’ sales outlook, purchasing patterns, and inventory adjustments based on consumer demands and general economic conditions; any potential impairment charges that may be incurred related to businesses previously acquired or divested in the future; the risk that the anticipated benefits from our PCIe 5 controller products, including higher [average selling prices], may not be maintained or may be less than expected; the risk that our anticipated market share gains across our product lines and penetration of enterprise end markets may not materialize as expected or on the anticipated timeline; our ability to successfully develop, introduce, and sell new or enhanced products in a timely manner; and the timing of new product announcements or introductions by us or by our competitors. For additional discussion of these risks and uncertainties and other factors, please see the documents we file from time to time with the U.S. Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission on April 30, 2026. Other than as required under the securities laws, we do not intend, and do not undertake any obligation to, update or revise any forward-looking statements, which apply only as of the date of this news release.
Investor Contact:Investor Contact:Tom SepenzisSelina HsiehVice President of Investor Relations & StrategyInvestor RelationsE-mail: [email protected] E-mail: [email protected] Media Contact: Minnie Lin Director of Marketing Communication Department E-mail: [email protected]
1 One ADS is equivalent to four ordinary shares.
SanDisk stock price has slumped into a bear market after falling by 33% from its highest point this year. It dropped to $1,610, mirroring the performance of other memory and semiconductor companies. Still, despite this retreat, analysts are highly optimistic about the company ahead of its earnings release on August 13.
Aaron Rakers, a Wells Fargo analyst, boosted his target for SanDisk shares from $1,250 to $1,620 this week. He joined other analysts who have either boosted their targets or maintained.
EverCore ISI set a price target of $3,100, representing a big jump from the current level. Matt Bryson, a Wedbush analyst, hiked his target for the stock from $1,200 to $2,000, while Wamsi Mohan, a Bank of America analyst, hiked the target to $2,500.
Other analysts who boosted their targets recently were from companies like Bernstein, Citigroup, and Cantor Fitzgerald.
The general view among these analysts is that the artificial intelligence boom is still going on and there is no need for investors to panic.
To a large extent, recent earnings by some of the biggest companies shows that their revenue and earnings growth is surging. For example, Intel stock is soaring today after the semiconductor company published strong results.
Micron, the third-biggest player in the high-bandwidth memory (HBM) industry showed that its revenue jumped by over 300%. In another note, Samsung Electronics also released strong numbers.
Most notably, big-tech companies are still committed to their spending. For example, Alphabet predicts that it will spend over $205 billion this year. More big-tech companies may continue this spending when they release their numbers next week.
Most importantly, SanDisk has entered several long-term supply agreements with its biggest customers. This approach is aimed at helping to reduce the boom and bust cycles that have been associated with the memory industry.
Three of these deals are worth at least $42 billion, with the contracts ranging between 1 and five years. Notably, these contracts include floors and ceilings, limiting downside and upside volatility.
The next important catalyst for the SNDK stock price will be its August 8 earnings, which will provide details of its performance.
These earnings are expected to show that the company had the best quarter ever, with its revenue coming in at $8.40 billion, up by 349%. This is a big milestone for a company that made $7.3 billion in the last financial year.
If this view is correct, then its annual revenue will be $19.8 billion, up by 170% from the same period last year. Its annual revenue in the next financial year will be $50.3 billion. Judging by the recent tech earnings, chances are that it will publish stronger results than expected.
A key risk facing SanDisk is that big tech companies may start reducing their spending in the coming months or years. If this happens, demand will likely wane, affecting memory companies.
READ MORE: Micron stock gets an unexpected clue from China’s latest AI experiment
SanDisk stock chart | Source: TradingView
SanDisk is also facing some technical risks. It has slipped below the 50-day Exponential Moving Average (EMA) and the 23.6% Fibonacci Retracement level.
The stock has also formed what looks like a head-and-shoulders pattern, a common bearish sign. There are also signs that the stock is moving from the markup phase of the Wyckoff Theory into the distribution stage.
Therefore, the stock will likely resume the downtrend, potentially to the psychological level of $1,000.
FPF Defense, led by former Acting Secretary of Defense Christopher C. Miller, is developing AI-enabled kinetic interceptors engineered to close the cost-asymmetry gap against mass-produced one-way attack drones
WEST PALM BEACH, FL / ACCESS Newswire / July 24, 2026 / RSE Ventures and Ondas Inc. (NASDAQ:ONDS) today announced a co-led strategic investment into FPF Defense, a defense technology company developing SmartFlak: an integrated counter-UAS system anchored by the Hammerhead low-cost, autonomous interceptor, purpose-built to destroy Shahed-class one-way attack drones at scale.
Recent conflicts in Ukraine and the Middle East have left our military faced with new battlefield realities. A Shahed or Geran-class attack drone costs an adversary roughly $50,000 to build while the legacy missile interceptors fired to stop it can cost millions of dollars apiece. That asymmetry is the central problem of modern air defense: an enemy who can mass-produce cheap drones drains a defender's stockpiles and budget faster than any Western industrial base can refill them.
Legacy air defenses were designed for exquisite threats and left a vulnerable gap in the medium-range where cheap, mass-launched drones are having an outsized impact on the battlefield. FPF's SmartFlak system is purpose-built to close it: autonomous launch, sophisticated onboard autonomy, and a kinetic interceptor engineered for U.S. mass production, with a cost per shot in the low tens of thousands of dollars. FPF Defense was built by operators who have lived this problem firsthand.
FPF Defense is led by The Honorable Christopher C. Miller, who spent 27 years as a U.S. Army Green Beret - helping lead the first Special Forces teams into Afghanistan after 9/11 and later commanding a battalion from 5th Special Forces Group in Iraq - before serving as Director of the National Counterterrorism Center and Acting Secretary of Defense.
"The cheapest weapons on the battlefield are getting past the most sophisticated defenses we field. I spent 27 years in uniform and served as Acting Secretary of Defense with one job above all others: protect this country and the people who defend it. FPF is how I keep doing that job - making sure no American is ever lost to a threat we had the power to stop," said Christopher C. Miller, CEO of FPF Defense and former Acting Secretary of Defense.
Miller's command-and-policy pedigree is matched by a deep technical and operational bench. Dr. Jeff Maas, a former DARPA program manager, serves as Chief Technology Officer, while Grant Fox, who brings experience from the U.S. Navy and the Defense Innovation Unit (DIU), serves as Chief Operating Officer. Lieutenant Colonel (Ret.) Christian Sessoms, the fourth founder of FPF Defense, is the Chief Revenue Officer. Sessoms was a career Army Special Forces officer, with extensive post-Army business development success in the defense and technology sectors. The company is advised by General (Ret.) Austin Scott Miller, former Commander of Joint Special Operations Command and the final Commander of U.S. Forces in Afghanistan, as well as Lieutenant General (Ret.) Robert "Whaler" Walsh, a career Marine aviator who helped lead the Marine Corps' force-transformation efforts as Commanding General of Marine Corps Combat Development Command, Commander of U.S. Marine Corps Forces Strategic Command, and Deputy Commandant for Combat Development and Integration. Across the organization, the broader team draws on experience from DARPA, DIU, the U.S. military, and the special operations community.
"Ondas is focused on solving the most critical challenges in autonomous and counter-drone warfare, and we uphold the highest standards for the teams we partner with," said Eric Brock, CEO of Ondas. "FPF cleared that bar immediately with a proven team, a disruptive cost advantage, and a mission-critical capability that the nation requires at scale."
As part of the investment, FPF is relocating its headquarters to West Palm Beach, joining Ondas, which has already established its headquarters there as the first of several defense-technology companies expected to anchor the growing ecosystem in South Florida.
FPF Defense becomes another investment in RSE's defense and industrialization portfolio alongside Performance Drone Works (PDW), the veteran-led combat robotics manufacturer co-founded by Matt Higgins, specializing in Group 1-3 unmanned aerial systems (UAS). Higgins has been deeply involved in national defense since serving as Chief Operating Officer of Lower Manhattan Development Corporation, the organization tasked with rebuilding the World Trade Center site.
"I was on the ground on 9/11, so I've experienced firsthand what it means for our nation to be caught off guard. Once again, we find our skies vulnerable to attack, only now the threat is cheap weaponized drones. We cannot defend our homeland from our back foot, nor can we win if defending against a threat costs ten times more than launching it," said Matt Higgins, CEO & Co-founder, RSE Ventures. "FPF solves this cost asymmetry head-on. Their SmartFlak system and Hammerhead interceptor deliver the scalable, high-volume shield needed to dominate the critical 9-to-20 kilometer gap. We are proud to back FPF as they build that multi-layered defense-right here in West Palm."
The deal was led by Nick Perkins, Senior Vice President of Defense & Industrialization at RSE Ventures.
FPF Defense will deploy the investment to:
Accelerate development and production of the Hammerhead interceptor and SmartFlak integrated launch system
Establish U.S.-based manufacturing with an NDAA-compliant domestic supply chain
Expand engineering headcount across autonomy, systems integration, and propulsion
Build out West Palm Beach headquarters and operational infrastructure
About FPF Defense
FPF Defense develops low-cost, high-volume counter-drone interceptors for U.S. and allied defense. Its flagship SmartFlak system - anchored by the Hammerhead kinetic interceptor - is designed to address the cost asymmetry problem in CUAS defense, targeting the 9-to-20-kilometer engagement gap. Headquartered in West Palm Beach, FL.
About RSE Ventures
Headquartered in West Palm Beach, FL, RSE Ventures is a private investment and innovation firm founded by Stephen Ross and Matt Higgins. RSE builds and invests in category-defining companies across industrialization and defense, sports, media, and consumer. www.rseventures.com
About Ondas Inc.
Ondas Inc. (NASDAQ:ONDS) is a leading global provider of autonomous aerial and ground defense and security and intelligence platforms serving defense, homeland security, public safety and critical infrastructure markets. Headquartered in West Palm Beach, FL. www.ondas.com
Contacts
IR Contact for Ondas Inc.
888-657-2377
[email protected]
Media Contact for Ondas Inc.
Escalate PR
[email protected]
Preston Grimes
Marketing Manager, Ondas Inc.
[email protected]
Flagstar Bank (FLG - Free Report) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to a loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this bank holding company would post earnings of $0.03 per share when it actually produced earnings of $0.04, delivering a surprise of +33.33%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Flagstar Bank, which belongs to the Zacks Banks - Southeast industry, posted revenues of $516 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 5.3%. This compares to year-ago revenues of $496 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Flagstar Bank shares have added about 16.8% since the beginning of the year versus the S&P 500's gain of 8.2%.
What's Next for Flagstar Bank?While Flagstar Bank has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Flagstar Bank was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.13 on $588.31 million in revenues for the coming quarter and $0.43 on $2.27 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Southeast is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, OptimumBank Holdings, Inc. (OPHC - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.20 per share in its upcoming report, which represents a year-over-year change of -31%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
OptimumBank Holdings, Inc.'s revenues are expected to be $14.2 million, up 17.6% from the year-ago quarter.
Flagstar Bank, National Association NYSE: FLG reported its third consecutive quarter of profitability in the second quarter of 2026, as commercial-and-industrial loan growth, deposit growth and lower operating expenses helped offset continued runoff in commercial real estate and multifamily lending.
The bank reported GAAP net income attributable to common stockholders of $0.06 per diluted share, while adjusted earnings were $0.05 per diluted share. That compared with an adjusted loss of $0.14 per share in the second quarter of 2025, according to Executive Chairman and Chief Executive Officer Joseph Otting.
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Flagstar also announced a $250 million share-repurchase program. Chief Financial Officer Lee Smith said the bank ended the quarter with a common equity tier 1 capital ratio of 13.16%, which he described as among the strongest levels in the regional-bank peer group. The company said it had about $1.6 billion of excess capital after tax relative to the low end of its target CET1 operating range.
C&I Lending Drives Balance-Sheet Growth Total balance-sheet growth resumed during the quarter, rising by roughly $600 million from the prior quarter, the first overall balance-sheet growth since 2023. Smith said the balance sheet would have increased by more than $800 million had the company not paid down $250 million of Federal Home Loan Bank advances.
Commercial-and-industrial loans increased by $2 billion, or 12% quarter over quarter, to $18.6 billion. The company generated $4.2 billion in new and increased credit commitments, leading to a record $2.8 billion in C&I loan originations.
Rich Raffetto, co-president, co-chief operating officer and chief banking officer, said Flagstar added 75 new-to-bank C&I relationships and hired 32 producers and credit underwriters during the quarter. The company’s C&I pipeline entering the third quarter stood at more than $2 billion in commitments.
Specialized Industries Banking and Corporate and Regional Commercial Banking together produced $2.1 billion of end-of-period loan growth. Raffetto cited activity in energy, financial institutions, healthcare, technology, sports and entertainment, large corporate diversified banking, and regional commercial banking in New York and Southern California.
The bank also expanded its commercial platform through new team leadership in Dallas, Detroit, Cleveland and Phoenix, launched a Texas regional commercial banking initiative, and added specialized-industry verticals in food and beverage, leisure, hospitality and gaming, and education and nonprofits.
Deposits Grow as Funding Costs Decline Core deposits excluding brokered deposits rose $700 million in the second quarter and were up about $1.8 billion in the first half of 2026. Commercial and private-bank deposits increased approximately $900 million, partly offset by a $290 million decline in retail deposits.
Despite the growth in interest-bearing deposits, Flagstar reduced the cost of interest-bearing deposits by five basis points from the prior quarter and by 65 basis points from a year earlier. Smith said the bank retained roughly 85% of $4.8 billion in retail certificates of deposit that matured during the quarter, with retained balances moving into CD products priced about 15 to 25 basis points below the maturing CDs.
Another $4.4 billion of retail CDs with a weighted-average cost of 3.87% are scheduled to mature in the third quarter. Smith said Flagstar’s all-in spot cost of deposits, including noninterest-bearing and brokered deposits, was approximately 2.49% at quarter-end.
Net interest margin was 2.13% in the second quarter, versus 2.15% in the first quarter. Excluding the effect of an additional day in the quarter, management said NIM would have been 2.16%. June NIM was 2.19%, which Smith said he viewed as a floor as the bank expands its balance sheet, adds market-rate C&I loans and continues reducing lower-yielding multifamily exposure.
CRE Reduction and Credit Trends Flagstar continued to reduce commercial real estate exposure, with multifamily and CRE balances declining $1.5 billion during the quarter. CRE balances are down $14.9 billion, or 28%, since 2023, while the CRE concentration ratio declined to 350% from 367% in the prior quarter and more than 500% when current management joined the company.
CRE par payoffs totaled $1.1 billion, with 39% involving substandard-rated loans. Total multifamily and CRE payoffs reached $1.5 billion. Management said these payoffs accelerate the bank’s diversification strategy but also reduce near-term interest income and margin.
The allowance for credit losses declined by $81 million, primarily because of lower CRE and multifamily balances, charge-offs and lower qualitative adjustments as more appraisals became available. Criticized and classified loans fell $152 million, or 1%, from the prior quarter and were down $1.1 billion, or 9%, year over year. Substandard loans declined $375 million during the quarter.
Nonaccrual loans rose 5% sequentially to $2.8 billion, partly reflecting the company’s review of loans with reset or maturity dates within 18 months. Smith said approximately 40% of nonaccrual loans were current and paying, and Flagstar expects nonaccrual balances to decline to about $2.3 billion by year-end.
Net charge-offs were approximately $100 million, though management said $47 million of that amount had previously been fully reserved. The company expects new C&I production to carry reserve coverage of about 1%, while runoff in CRE and multifamily includes loans with higher risk and coverage levels.
Updated Outlook Flagstar reduced its interest-income outlook for 2026 and 2027, citing faster-than-expected CRE and multifamily payoffs, a greater mix of interest-bearing deposits, somewhat higher anticipated nonaccrual balances and weaker mortgage gain-on-sale revenue in a higher-for-longer rate environment.
2026 earnings per share are forecast at $0.40 to $0.50. 2027 earnings per share are forecast at $1.60 to $1.70. Management expects total assets to end 2026 at roughly $91.5 billion to $92 billion and reach about $100 billion by the end of 2027. Otting said future capital-return decisions would depend on core earnings growth, credit trends and the balance between CRE payoffs and capital needed to support C&I expansion. Smith said the updated earnings guidance does not include the effect of the newly authorized share repurchase program.
About Flagstar Bank, National Association (NYSE:FLG)Flagstar Financial Corporation NYSE: FLG is a bank holding company whose principal subsidiary, Flagstar Bank, provides a range of financial services across the United States. Headquartered in Troy, Michigan, Flagstar combines commercial banking, mortgage lending and servicing, and deposit products to serve individuals, businesses and public entities. As a publicly traded company, Flagstar leverages its banking charter and national mortgage platform to deliver tailored financial solutions through both digital and branch channels.
The company's mortgage business is one of the largest residential originators and servicers in the nation, offering retail, wholesale and correspondent lending channels.
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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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Futu To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Futu between May 24, 2023 and May 27, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 24, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Futu Holdings Limited("Futu" or the "Company") (NASDAQ: FUTU) and reminds investors of the August 25, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Futu was not in compliance with the requirements of the CSRC, including because the Company continued to conduct securities business, public fund sales business and futures business in mainland China without obtaining the requisite licenses or approval; (2) as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; (3) as a result of the foregoing, Futu's financial results were overstated; and (4) as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
On May 22, 2026, pre-market, Futu issued a press release allegedly disclosing that it had received a notification letter from the CSRC stating that "certain Futu entities in mainland China and Hong Kong . . . without obtaining the requisite licenses or approval, conducted securities business, public fund sales business and futures business in mainland China" and that the CSRC "proposes to order the Related Companies to rectify or cease such activities, confiscate illegal gains, and impose fines, with the total proposed penalty amounting to approximately RMB1.85 billion (approximately USD271 million)." The Futu class action lawsuit further alleges that the regulatory authority "proposes to impose a personal fine of RMB1.25 million (approximately USD 183,575) on Mr. LI Hua, the founder and CEO of the Company." On this news, the price of Futu stock fell more than 27%, according to the complaint.
Then, on May 28, 2026, before the market opened, Futu issued a press release reporting financial results for the first quarter of 2026, allegedly including the proposed penalties comprised of "(i) confiscation of illegal gains of approximately RMB470 million [approximately $69.21 million USD] and (ii) imposition of fines of approximately RMB1.38 billion in an aggregate amount of approximately RMB1.85 billion." On this news, the price of Futu stock declined nearly 5%, according to the complaint.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Futu's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Futu Holdings Limited class action, go to www.faruqilaw.com/FUTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Futu Holdings Limited Securities Class Action Lawsuit:
What is the Futu Holdings Limited securities fraud lawsuit about?
The lawsuit alleges that Futu misled investors by failing to disclose it was conducting certain securities, public fund sales, and futures businesses in mainland China without required CSRC licenses or approvals. According to the complaint, this exposed the Company to significant regulatory penalties, overstated its financial results, and made its public statements about its business and prospects materially misleading.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Futu Holdings Limited (NASDAQ: FUTU) securities between May 24, 2023 and May 27, 2026, inclusive (the "Class Period"), and suffered losses may be eligible to participate in the securities class action. Eligibility depends on the specific facts of each investor's transactions and losses.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is the investor appointed by the court to represent the interests of all class members during the litigation. Generally, the investor with the largest financial interest who meets the legal requirements may be selected. Investors seeking appointment must file a motion with the court by the August 25, 2026 deadline through counsel of their choice.
What should investors do if they purchased Futu Holdings Limited stock during the Class Period?
Investors who purchased Futu securities during the Class Period should review their investment records, preserve relevant documents, and consider contacting counsel to understand their legal rights. Those interested in serving as lead plaintiff must act before the August 25, 2026 deadline, while investors who do not seek that role may still remain eligible to share in any potential recovery.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Futu Holdings Limited securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306260
Source: Faruqi & Faruqi LLP
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The AI infrastructure trade has broadened well beyond hyperscalers and GPU designers. Institutional money is moving into the layer beneath: box builders, interconnect chips and precision sensors. Three names stand out heading into July, each with fresh Q1 2026 numbers that argue the setup is stronger than current prices reflect.
Celestica (CLS): The Hyperscaler Supply Chain Sleeper Celestica (NYSE:CLS | CLS Price Prediction) has become the quiet backbone of hyperscaler networking. Q1 revenue hit $4.05 billion, up 52.8% year over year, with adjusted EPS of $2.16 versus the $2.08 consensus. That marks the fourth consecutive EPS beat.
The Connectivity & Cloud Solutions segment carried the quarter with $3.24 billion in revenue, up 76% year over year, while Hardware Platform Solutions grew 63%. Adjusted operating margin expanded to 8.0%, a new company milestone. Management raised 2026 outlook to $19.0 billion in revenue and $10.15 in adjusted EPS, meaningful step-ups from prior $17.0 billion and $8.75 targets.
CEO Rob Mionis was direct on trend durability: “We continue to see accelerating growth from our CCS customer base… Our outlook for 2027 also continues to strengthen from just 90 days ago.” A new Co-packaged Optics Ethernet switch program with a hyperscaler is set to ramp in 2027.
On July 22, shares traded around $335.92, up 11.08% year to date and more than 114% over the past year. Analyst consensus target sits at $444.11, with 20 of 21 covering analysts rated Buy or Strong Buy. At 33x forward earnings, the multiple is defensible against a raised guide.
The risk: Customer concentration is elevated, with three customers representing 36%, 15%, and 12% of Q4 revenue. A CapEx ramp to approximately $1 billion in 2026 introduces execution risk if hyperscaler orders slip.
Vishay Precision Group (VPG): The Overlooked Sensor Play At a market cap near $1.64 billion, Vishay Precision Group (NYSE:VPG) is the classic under-the-radar name here. Only two analysts cover it, both rated Buy, with a target of $94.67.
Q1 fiscal 2026 reset expectations. Revenue reached $84.35 million, beating consensus of $77.08 million by 9.43%, up 17.6% year over year. Adjusted non-GAAP diluted EPS came in at 7 cents versus a 0-cent consensus. Bookings matter more: $102.08 million, up 25.5% sequentially, the third-highest quarterly level in company history, with a consolidated book-to-bill of 1.21 and Sensors book-to-bill of 1.36.
The AI angle is real. Sensors bookings jumped 29.0% sequentially on demand from semiconductor equipment, data centers, avionics, and military/space. Humanoid robotics orders reached $1.0 million in Q1, and full-year 2025 growth initiative bookings landed at $37.8 million versus a $30 million target. CEO Ziv Shoshani noted “all three segments reported book-to-bill ratios well in excess of 1.0.”
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Shares traded around $110.62 on July 22, up nearly 182% year to date and around 297% over the past year. That gain explains why the descriptor here is “overlooked” rather than “cheap.”
The risk: Valuation is stretched. Forward P/E sits at 135x, well above small-cap sensor peers. Q1 operating cash flow turned negative at -$596,000, and analysts flagged unusual items in reported profits. Israel-based operations add geopolitical exposure.
Astera Labs (ALAB): AI Connectivity With Room to Run Astera Labs (NASDAQ:ALAB) is the most heavily covered name here. This pick reflects an under-appreciated growth runway relative to current 2026 estimates.
Q1 fiscal 2026 revenue hit a record $308.36 million, up 93.4% year over year and 14% sequentially. Non-GAAP diluted EPS came in at $0.61 versus $0.54 consensus, a 13.47% beat, extending the streak to four consecutive EPS beats. GAAP gross margin expanded to 76.3%. Full-year 2025 revenue landed at $852.5 million, up 115% year over year.
CEO Jitendra Mohan tied acceleration to product mix: “Revenue growing by 14% sequentially and 93% year-over-year to a record level of $308.4 million, driven by robust demand for our PCIe 6 portfolio.” The newly launched Scorpio X-Series 320-lane Smart Fabric Switch targets a $20 billion merchant scale-up market by 2030. Q2 2026 guidance calls for $355 million to $365 million in revenue and $0.68 to $0.70 in non-GAAP EPS.
Shares traded around $327.32 on July 22, up more than 82% year to date and nearly 180% over the past year. Analysts responded to Q4 results by raising 2026 revenue forecasts roughly 13% to approximately $1.3 billion.
The risk: Valuation is the entire debate. Trailing P/E is 296x and forward P/E is 147x. Q2 gross margin is guided to compress to roughly 73% from 76.3% as new switch products ramp, and stock-based compensation runs at $48.9 million per quarter. A beta of 3.671 means volatility works both ways.
What to Watch Next Each reports Q2 results in coming weeks. The throughline is the same: hyperscaler CapEx is still expanding, and money is flowing into the infrastructure layer beneath the GPU. Celestica offers scale and cash flow, Vishay Precision Group offers small-cap torque on humanoid robotics and sensor demand, and Astera Labs offers pure-play exposure to PCIe 6 and scale-up fabric switching. Position sizing should reflect where each sits on the risk curve.
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Key Takeaways Groves moved from groundbreaking to startup approval in just over 10 months.OKLO built the facility, qualified staff, procured fuel and completed DOE readiness reviews.Groves may provide a model for future commercial isotope facilities and reduce execution risk. Oklo Inc. (OKLO - Free Report) has secured startup authorization from the U.S. Department of Energy ("DOE") for its Groves Isotope Test Reactor under the Reactor Pilot Program. The approval completes the DOE authorization process and permits fuel loading, startup testing and progress toward first criticality, when a reactor first sustains a controlled nuclear chain reaction. The decision followed a detailed readiness review confirming that the facility, operating procedures, trained personnel and safety-management systems were prepared to support reactor startup and operations.
Groves is a low-power test reactor intended to demonstrate construction, commissioning and operating capabilities while advancing OKLO’s plans for domestic isotope production. Such isotopes could eventually support cancer care, manufacturing, scientific research, space exploration and national security. The nuclear technology company moved from groundbreaking to startup authorization in just over 10 months. During that period, it built the facility, established an operating organization, qualified personnel, implemented nuclear and safety programs, procured fuel and major equipment, and completed the DOE review process.
The project also creates a potential template for future commercial isotope facilities. Groves was privately financed, built on private land and assembled using commercially sourced systems alongside components manufactured by OKLO. This approach gives the company practical experience in engineering, construction, commissioning, operations and regulatory authorization.
Management believes the systems, supplier relationships and operating programs developed through Groves can be applied to future projects, potentially lowering execution risk and improving deployment timelines. The DOE’s pilot framework also allowed construction and organizational-readiness work to advance alongside regulatory reviews while maintaining strict safety oversight.
OKLO’s Groves authorization also highlights the broader momentum building across the advanced nuclear sector, as developers move from design and testing toward licensing, deployment and commercial operations. Several publicly traded companies are pursuing distinct reactor technologies and target markets within this emerging industry.
Other Companies Advancing Nuclear Technology
NuScale Power (SMR - Free Report) is among the leading developers of small modular reactor technology and is the first company to receive U.S. Nuclear Regulatory Commission approval for a design. NuScale Power is working with partners on projects in the United States and overseas, including Romania, while advancing plans to support large-scale power deployment. NuScale Power believes its modular reactors can deliver reliable, carbon-free electricity for utilities, industries and AI-driven data centers, keeping NuScale Power at the forefront of the commercial small modular reactor market.
Meanwhile, NANO Nuclear Energy (NNE - Free Report) is focused on smaller microreactors through its KRONOS MMR design. The company is preparing to begin the NRC licensing process for its first deployment at the University of Illinois after its construction permit application is formally accepted. At the same time, NANO Nuclear is pursuing opportunities in AI data centers, industrial facilities and defense applications while expanding partnerships that could support future commercialization.
The Zacks Rundown on OKLO
Shares of Oklo have lost some 42% over the past year, underperforming the industry's growth.
Image Source: Zacks Investment Research
OKLO currently has an average brokerage recommendation (ABR) of 2.04 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 25 brokerage firms.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for OKLO’s earnings has been revised over the past 90 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Most of the buzz lately around Space Exploration Technologies (SPCX -3.32%) centered on its artificial intelligence (AI) ambitions, including the Grok chatbot it absorbed and its plans for data centers in orbit. Those headlines are exciting.
But the initial public offering (IPO) from SpaceX (as the company is also known) points to a prize that could ultimately matter more: a connectivity opportunity that the company pegs at roughly $1.6 trillion.
Image source: Getty Images.
The connectivity opportunity That $1.6 trillion figure comes from Starlink, SpaceX's satellite internet business, and it breaks down into two pieces. The company sees about $870 billion in fixed broadband -- beaming internet to homes and businesses the ground network cannot easily reach -- and roughly $740 billion in mobile services.
Today's Change
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Starlink is already the workhorse of SpaceX, serving more than 10 million customers and generating the bulk of the company's revenue. The next leg of growth is Starlink Mobile, the effort to connect ordinary smartphones directly to satellites and, in time, challenge traditional wireless carriers around the world.
Here is why I think connectivity could overshadow the AI story. The vision for an orbital data center is genuinely bold, but it is years away, unproven at scale, and still burning cash.
Starlink, by contrast, is real, growing fast, and already profitable. Connecting the billions of people who lack reliable internet, plus giving every phone a signal in dead zones, is a tangible, enormous market that SpaceX is capturing right now. When one business is a working, cash-generating machine and the other is a promising experiment, the working one usually deserves the spotlight.
The catch worth naming I would keep the trillion-dollar figure in perspective, though. That $1.6 trillion is a long-term addressable market, not revenue that SpaceX will book anytime soon. Skeptical analysts note that spectrum limits, cell-site capacity caps, and the physics of beaming data to unmodified phones could hold realistic mobile revenue to a small fraction of the headline number for years.
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Wireless carriers are also banding together to blunt Starlink's reach, and rivals like AST SpaceMobile are chasing the same satellite-to-phone dream. Turning a giant market into actual profit will take enormous capital and flawless execution.
The takeaway for investors SpaceX's AI vision will keep grabbing attention, but connectivity may quietly be the engine that powers the company's long-term value. For investors weighing the stock, Starlink and its push into mobile look like the more grounded reasons to be interested, not the orbital data centers everyone is talking about. I would watch the direct-to-cell rollout closely, because that is where a chunk of this $1.6 trillion opportunity either becomes real money or stays a slide in a pitch deck.
Apple stock is trading near recent highs. Where are AAPL shares going? Earnings Preview & HistoryApple is scheduled to report third-quarter earnings on July 30. Analysts estimate EPS of $1.89 along with revenue of $108.86 billion. For the prior quarter, Apple reported EPS of $2.01, beating the consensus estimate of $1.94. The company also posted revenue of $111.18 billion, exceeding the consensus estimate of $109.68 billion.
Apple has beaten EPS estimates in eight consecutive quarters. Over the last four quarters, the company has averaged an EPS surprise of 0.07% and a revenue surprise of 0.03%.
What To WatchInvestors will be watching iPhone revenue and pricing trends closely, particularly whether Apple is leaning into a higher-end mix ahead of a potential foldable launch, since traders want to see pricing power holding up rather than being propped up by promotions. Services revenue growth and gross margin direction are also key to track, as a premium valuation typically requires Services to keep cushioning any hardware volatility.
Commentary on Greater China and broader international demand should draw attention too, since regional softness can quickly overshadow an otherwise solid quarter at this valuation.
Apple Trades 17% Above Its 200-Day AverageApple is still in a clear longer-term uptrend, with the stock trading 3.6% above its 20-day SMA ($311.49) and 17.1% above its 200-day SMA ($275.60), which typically signals buyers remain in control on pullbacks. The 20-day SMA is also above the 50-day SMA, and the 50-day SMA remains above the 200-day SMA—keeping the trend structure bullish.
Momentum is best read through MACD right now: MACD is above its signal line and the histogram is positive, which points to improving upside momentum versus the prior downswing. In plain terms, when MACD is above its signal line, it suggests selling pressure is fading and the trend is trying to re-assert higher.
From a levels perspective, the stock is hovering below the 52-week high at $334.99, so that zone is the next obvious area where sellers may show up if the rally continues. On the downside, traders will likely focus on whether pullbacks stay orderly above the late-spring/early-summer pivot area.
Key Support: $287.50 — a nearby level where buyers previously stepped in, sitting close to the stock’s intermediate trend zone between the 100-day and 200-day averages. Analyst Consensus & Recent Actions The stock carries a Buy rating with an average price forecast of $325.36. Recent analyst moves include:
Morgan Stanley: Overweight (Raises Target to $364.00) (July 23) HSBC: Upgraded to Buy (Raises Target to $366.00) (July 17) Keybanc: Downgraded to Underweight (Target $250.00) (July 14) Benzinga Edge RankingsBelow is the Benzinga Edge scorecard for Apple, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: Apple’s Benzinga Edge signal reveals a momentum-and-quality-driven setup, where trend followers tend to stay involved as long as the stock holds key moving averages. The trade-off is valuation: with a weak Value score, the stock can be less forgiving around earnings if results or guidance don’t clearly support the premium multiple.
Apple Shares Edge HigherAAPL Price Action: At the time of publication, Apple shares are trading 0.22% higher at $322.36, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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The hyperscalers, which are historically dominant technology enterprises, are planning to spend hundreds of billions of dollars this year to expand their computing infrastructure amid the ongoing artificial intelligence (AI) craze. Apple (AAPL +2.15%) is watching from the sidelines.
The market was critical of the Cupertino company's conservative approach. But with its share price up 22% in 2026 (as of July 21), the investment community is clearly rewarding the business. This perspective might prove to be right.
I predict that Apple will be a long-term AI winner. It comes down to the company's distribution advantage, superior user experience, and robust free cash flow (FCF).
Image source: Getty Images.
Distribution advantage During the company's Q1 2026 earnings call in January, CEO Tim Cook said that Apple's installed base hit a fresh record of more than 2.5 billion active devices. This gives the company an unrivaled distribution advantage, as Apple's hardware is ubiquitous. New AI features, whether launched by Apple or by other businesses, will likely be accessed by consumers via these products.
There's always a chance that AI enables the creation of an entirely new product by another company. But it doesn't seem likely anytime soon. In the second quarter (ended March 28), iPhone revenue jumped 21.7% year over year to $57 billion.
Differentiation creates value Apple Intelligence, which is what the business calls its AI offerings, is partly powered by the company's Apple Foundation Models, which were custom-built in collaboration with Alphabet's Gemini capabilities. Apple pays $1 billion per year for this ability.
There's a hybrid approach here. User requests are processed by models that run locally on devices for simpler tasks, while others that are more complex get routed to Apple's Private Cloud Compute infrastructure.
For the end user, though, it doesn't matter what AI model, graphics processing units, or data centers are being used. This is all happening in the background. The user experience is what matters most. This suggests that AI infrastructure will be commoditized, leaving value at the differentiated layer that is hardware, software, and services. These are the areas that Apple excels in.
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No hit to free cash flow Apple is staying out of the AI spending spree. At the same time, Amazon, Microsoft, Alphabet, and Meta Platforms are planning for roughly $700 billion in combined capital expenditures (capex) in 2026. Apple's capex is tiny by comparison, totaling just $4.3 billion in the last two quarters, as it doesn't need to rapidly build data center capacity.
Therefore, the business still produces massive FCF, to the tune of $78.3 billion in the first six months of fiscal 2026, up 63% year over year. This figure represented 30.7% of Apple's entire revenue. Consensus analyst estimates call for FCF to grow at a compound annual rate of 19.1% between fiscal 2025 and fiscal 2028.
At the end of the day, FCF is what drives a company's value. Unlike its big tech peers, Apple doesn't have to prove that its capex can eventually produce an adequate return.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
SummaryApple Inc. earns a Strong Buy rating, driven by its integrated AI strategy focused on devices, OS, and services rather than standalone chatbots.AAPL's AI integration leverages its 2.5B device base, proprietary silicon, and privacy-first approach, aiming to drive hardware upgrades and services growth.Q3 guidance calls for 14–17% revenue growth and continued double-digit Services expansion, though gross margin is expected to dip to 47.5–48.5%.Execution risks include delayed AI rollouts in the EU and China, but rising R&D and platform flexibility position AAPL for a potential new growth cycle. Getty Images
Apple Inc. (AAPL) entered the generative AI race later than many competitors- no one’s disputing that. But I don’t think it matters. Instead of competing for chatbot market share, Apple is embedding AI across its devices, operating systems, applications, and services, making intelligence part
4.44K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL, GOOGL, META, MSFT 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.
The logo of Meta at the Meta Lab in Los Angeles, California, U.S., May 20, 2026. REUTERS/Daniel Cole/File Photo Purchase Licensing Rights, opens new tab
July 24 (Reuters) - Meta (META.O), opens new tab on Friday launched a new app called "Seller" to offer dedicated selling tools to merchants using the company's Facebook Marketplace platform for buying and selling items.
Increasing shopping activity on Facebook groups prompted the social media giant to launch Marketplace ten years ago, generating revenue from boosted listings.
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Here are some details:
Meta is looking to strengthen its Marketplace offering to better compete with e-commerce platforms like eBay, while enhancing the shopping experience on the platform, which sees 430 million items listed each month globally.
The "Seller" app is designed to sync with existing Marketplace accounts, carrying over current listings, messages and sales history.
The app features AI-powered tools for creating listings, a unified inbox for buyer communications, inventory management capabilities and performance insights to help sellers optimize their strategies.
The company said "Seller" is now available on the App Store for U.S. users 18 and older, with a web version currently being tested for those who download the app.
Facebook is also launching "Facebook Verified", a free badge that signifies a real person is behind a profile, the company said.
The verification involves a selfie-based process, as the company looks to address concerns about authenticity and safety.
In May, Meta released an app called "Forum" for people who use Facebook Groups.
Reporting by Jaspreet Singh in Bengaluru; Editing by Vijay Kishore
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Facebook is rolling out updates today in a bid to increase engagement and make the platform more organized for its users. In the offing are new apps for sellers on Marketplace; a verification system to prove you are human on services like Dating, Marketplace, and Groups; and a new immersive design for video.
Facebook Marketplace sees more than 430 million monthly listings, and with more than 1.1 billion active users, it is a big reason younger folks still use the platform.
To keep this momentum going, Facebook is launching a separate app for people who list and sell items on the platform frequently. Dubbed “Seller,” the app lets sellers manage their listings, message buyers, and track the performance of items.
Image Credits:Facebook Facebook is also rolling out a free verification system called Facebook Verified — not to be confused with Meta Verified, which lets you subscribe for a verification mark and other features.
The new system lets people take a selfie to verify their authenticity as a real user, and then the verification mark will show up on their profile across Facebook Dating, Marketplace, and Groups. The verified mark looks like a check mark within a white circle, unlike the blue badge you can get by paying for Meta Verified.
Image Credits:Meta The company said it is also testing an optional, immersive, full-screen video view for the Facebook app that pops up as soon as you open it. This update will initially be rolled out to “video-heavy” international markets, and make its way to the U.S. next year.
Facebook said users can turn off this UI to go back to the feed-based interface. The company has tested a similar update with Instagram in several markets.
New app releases are turning into a routine course of action for Meta, which has ramped up its app development to engage different sets of users. In May, it debuted a Reddit-like app for Facebook Groups called Forum, and this month it released a vibe-coding app called Pocket.
The company said it plans to add AI to the app to help users automate tasks such as writing descriptions of items they want to put up for sale, or search through groups to answer questions.
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Ivan covers global consumer tech developments at TechCrunch. He is based out of India and has previously worked at publications including Huffington Post and The Next Web.
You can contact or verify outreach from Ivan by emailing [email protected] or via encrypted message at ivan.42 on Signal.
Of all the Magnificent Seven stocks, Meta Platforms (NASDAQ:META | META Price Prediction) seems to have the AI narrative that’s shifted the most in the past few quarters. Undoubtedly, the company’s making up major ground in the AI race, but it seems like it doesn’t matter as much to the market anymore since the higher the CapEx, the longer the time a stock ought to be sent to the penalty box.
Indeed, I think the fear of the CapEx figure won’t last for all too long, especially with a company like Meta, which has been moving in that fast lane at a rate that might catch most analysts off guard.
Of course, with great AI CapEx comes great risk and, as far as the market’s concerned, no guarantee of decent ROIs. That said, when it comes to Meta, I’d argue that the firm’s AI strategy and showcase just keep getting better. As some of its AI rivals make more incremental jumps in AI, I view Meta as making gigantic leaps.
Meta’s selling Muse Spark and AI compute Whether it can leap right into first place in the AI leaderboards with its brand-new Muse Spark 1.1 model, which scored highly on the benchmarks, remains the multi-trillion-dollar question. Either way, the case for paying Meta for its AI model, I think, only stands to get stronger over time, especially as the Superintelligence team hits hard in agentic AI.
Add the new Meta Compute business into the equation, and it seems like Meta’s AI monetization plan should make investors far more forgiving of the firm when it raises the bar on AI-related CapEx.
Like it or not, Meta is a hyperscaler now, and it might be the best one for the AI age, given its data centers are being built from the ground up with AI in mind. In other words, it’s a neocloud hyperscaler, and one that might have more of a moat over its peers once the great multi-year AI buildout puts a wave of new compute online.
Even if the AI ad business were to soften, Muse Spark and Meta Compute represent two massive monetization pillars that, in my opinion, can compete with the very best. And given Meta’s heavy focus on agentic AI (think their interest in acquiring Manus), I do think the company’s Superintelligence team might have the big AI product that changes the game entirely for the consumer and the enterprise.
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Naturally, winning in AI and agents would make Meta’s smartglasses sell better as people gravitate away from screens and towards the next consumer hardware (likely a wearable) that replaces smartphones. With Muse Spark 1.1 closing the gap with models at the frontier, I do think the firm’s AI-first strategy could pay off significantly.
Don’t forget about AI ads and internal usage It’s what Meta’s doing internally with next-generation AI, which, I think, could precede a push as it sells AI to others.
Whether we’re talking about leveling up the business of serving ads or the productivity benefits that only Mark Zuckerberg and his team can see (think AI coding, AI Zuck for mentorship, training agents to run internal workflows, training on internal data, and more), I do think that there’s a lot of behind-the-curtain value that could find its way into the numbers well before Muse Spark and Meta Compute really start generating off-the-charts growth.
Any way you look at it, Meta has a clean slate in the AI race, and that might help it move forward with immense speed. The first-mover advantage in AI could be unfathomably large, and given how quickly (and quietly) Meta is moving, it feels like the firm went from behind the pack to close to the front in just a few quarters. Yet, the stock hasn’t been rewarded because too many are overly focused on the spend.
When you consider how much AI innovation is happening behind the scenes (using its own workforce data, an AI version of Zuckerberg, and building data centers inside tents), it feels like the company isn’t just matching the speed of its hyperscaler rivals; it’s calling and raising the stakes. In any case, Meta is exploring the deeper potential applications of AI, and it wasn’t until recently that the firm saw itself as having enough extra compute to sell.
The bottom line As the firm leverages powerful AI agents to automate, I do think that the firm will be getting that much closer to its startup roots, and given that agility matters in the AI race, I do think Meta is making a strong case for why it could win it all.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
The stock plunged 14.52% to close at $319.69—the largest one-day loss in Tesla’s history. Trading volume surged to 115.61 million shares, more than double its three-month daily average of 49.4 million shares.
Earnings Miss Was Only the BeginningTesla’s second-quarter results gave investors multiple reasons to hit the sell button.
While revenue topped Wall Street estimates, adjusted earnings of 33 cents per share fell well short of expectations as automotive margins deteriorated. Gross margin slipped below analyst forecasts, highlighting continued pressure on Tesla’s core vehicle business even as deliveries improved.
But the bigger surprise came below the income statement.
Tesla reported negative free cash flow for the first time in more than two years after capital expenditures more than doubled to roughly $5.8 billion. Management also said capital spending will exceed $25 billion in 2026 and continue climbing as the company ramps investments in robotaxis, Optimus humanoid robots, AI infrastructure and next-generation manufacturing.
Wall Street Wanted More Than AI PromisesTesla has long argued that its future valuation depends less on selling cars and more on becoming an AI and robotics company.
The earnings call reinforced that strategy, but investors appeared unconvinced that the payoff is close enough to justify the growing bill. Analysts noted that while spending plans became clearer, updates on commercialization timelines for Robotaxi, Optimus and other AI initiatives offered few new catalysts to offset concerns about mounting cash burn.
The market’s reaction suggests investors are beginning to ask a tougher question: if Tesla is entering one of the heaviest investment cycles in its history, how long will shareholders have to wait before those billions translate into higher earnings?
Thursday’s answer was painful. In a single trading session, Tesla lost more market value than Toyota is worth. And with JPMorgan and UBS joining the growing list of firms trimming their expectations, Wall Street is signaling that Tesla’s AI future may take longer—and cost more—than investors had anticipated.
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Tesla (NASDAQ:TSLA | TSLA Price Prediction) delivered a split-decision quarter: a big revenue beat wrapped around an ugly EPS miss. Wall Street trimmed price targets without walking away from the story. Our model comes out constructive.
Tesla trades at $374.01 after a roughly 4% after-hours slide that erased $71 billion in market cap. Our 24/7 Wall St. price target is $413.49, implying 10.56% upside over twelve months. The recommendation is buy with 90% confidence level confidence.
Metric Value Current Price $374.01 24/7 Wall St. Price Target $413.49 Upside 10.56% Recommendation BUY Confidence 90% A Record Quarter That Cost $71 Billion Tesla posted $28.24 billion in Q2 revenue, up 25.52% year over year and beating consensus by 7.10%, on record deliveries of 480,126 vehicles.
Non-GAAP EPS of $0.33 missed the $0.5367 estimate by 38.51%, operating margin compressed to 1.4%, and free cash flow flipped to negative $1.09 billion as capex surged to $5.79 billion. Shares are down 5.18% this week and 16.83% year to date, though up 12.62% over the past year.
Why Bulls See a Breakout Ahead The bull case rests on Tesla’s transition to an AI and robotics platform. FSD attach rates on North American deliveries exceeded 55%, with 1.48 million active subscriptions (up 56% YoY).
Cybercab production has begun at Gigafactory Texas, robotaxi service covers seven US metros, and Optimus lines are installed at Fremont. Energy storage deployments jumped to 13.5 GWh. Our bull scenario points to $479.66 within twelve months, a 28.25% return.
The Risks Worth Watching The bear case flips the spending story. Operating income fell 56.88% YoY, opex jumped 47%, and regulatory credits collapsed to $146 million. Reddit sentiment tracked bearish (24 to 36) after the earnings report. Multiple analysts slashed the price target after earnings.
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Bulls counter that margin damage is self-inflicted, with heavy AI infrastructure and stock-based comp from the 2025 CEO Performance Award weighing on GAAP profits, while operating cash flow rose 84.9% to $4.70 billion and cash swelled to $43.52 billion. Our bear scenario lands at $365.83, a 2.19% decline.
How Tesla Compares to GM and Rivian General Motors (NYSE:GM) is the anti-Tesla trade. GM posted its 16th consecutive earnings beat, with adjusted earnings up 41.3% and raised full-year 2026 guidance, plus roughly 75 million shares retired in the past year. That execution at a fraction of Tesla’s 370 P/E is why our $413.49 target must earn its premium through AI optionality, not vehicle economics.
Rivian (NASDAQ:RIVN) is the pure-play EV comp fighting for scale. Rivian lacks Tesla’s 480,126-unit quarterly cadence and $43.52 billion cash pile, making Tesla’s balance sheet look conservative and supporting our target as reasonable rather than aggressive.
Tesla Price Prediction 2026 to 2030 Our 24/7 Wall St. price target for Tesla is $413.49, a buy with 90% confidence. Q2 shows demand strength (record deliveries, revenue beat) with misses concentrated in discretionary AI and Optimus spending Tesla chose to accelerate.
I’d buy here if capex converts into robotaxi and Optimus revenue on the 2027 timeline management outlined. I’d stay on the sidelines if operating margin fails to recover above 5% by year-end.
Year 24/7 Wall St. Price Target 2026 $413.49 2027 $445.00 2028 $475.00 2029 $505.00 2030 $538.14 These projections assume Tesla executes on robotaxi monetization and Optimus reaches commercial scale. Significant upside or downside could result from FSD adoption curves and margin recovery pace.
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Tesla Inc. (NASDAQ:TSLA) is in the spotlight Friday after a busy July that included record delivery figures, a closely watched earnings report and a sharp post-earnings selloff.
Tesla stock is showing downward pressure. Where is TSLA stock headed? Tesla Q2 Delivers 25% YoY SurgeTesla pre-released its second-quarter production and delivery figures on July 2, reporting 451,758 vehicles produced and 480,126 delivered — up 25% year-over-year and well above the roughly 406,000 Wall Street had expected. Model 3/Y deliveries totaled 467,762, with other models contributing an additional 12,364. The company also deployed 13.5 GWh of energy storage products during the quarter.
Tesla Tops $100B TTM Revenue, Stock SinksShares fell sharply following the report, extending to a 14.5% single-day decline on July 23 — Tesla’s largest single-day drop in over a year, erasing roughly $214.5 billion in market value. The selloff followed the worse-than-expected adjusted EPS result, along with company commentary on high capital expenditure growth, supply-chain bottlenecks and difficulties scaling up Optimus robot production.
The AI and Robotics PivotAnalyst Consensus & Recent ActionsThe stock carries a Buy rating with an average price forecast of $413.49. Recent analyst moves include:
UBS: Neutral (Lowers Target to $385.00) (July 23) JP Morgan: Neutral (Lowers Target to $445.00) (July 23) Morgan Stanley: Equal-Weight (Lowers Target to $400.00) (July 23) Tesla Shares Edge HigherTSLA Price Action: At the time of publication, Tesla shares are trading 0.43% higher at $321.05, according to data from Benzinga Pro.
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Earlier this month, drastically improved second-quarter delivery numbers rekindled hope that electric vehicle (EV) maker Tesla (TSLA -1.39%) was back on track. The company's fiscal second-quarter results, reported after Wednesday's close, however, tainted those strong delivery figures. Here's a closer look.
Profitability pressure Yes, despite beating analysts' top-line expectations, Tesla's Q2 earnings fell short of estimates. The company turned $28.2 billion in revenue into a per-share profit of $0.33, versus analysts' consensus forecasts of $26.3 billion and $0.50, respectively.
Granted, the company is establishing or growing several different businesses with unpredictable developmental costs. These include solar panels and energy storage batteries, of course, but also robotaxis and, soon, humanoid robotics. That's why the earnings miss doesn't necessarily mean a great deal.
Image source: Getty Images.
The fact that its breadwinning electric vehicle business is showing signs of marketability strain, though, is a concern. Tesla might not be able to support the ongoing development of these other ventures from its EV operation as well as previously expected.
The graphic below tells the tale. Last quarter's total EV deliveries bounced back to 480,126 units. But these cars generated an average of $2,613 less revenue than they did just a quarter earlier. The production cost for each of the vehicles manufactured in Q2, meanwhile, grew by more than $6,000 apiece, and even ticked a bit higher based on last quarter's surging deliveries.
Data source: Tesla quarterly reports. Chart by author.
Connect the dots. Tesla is spending more to make less money on every car it manufactures or delivers.
Blame competition, mostly OK, it's not quite as alarming as last quarter's per-car metrics imply. The company was still bringing some of its capacity back online during this time, particularly in Europe, which can incur costs that don't result in immediate revenue. I'll want to see at least another quarter's worth of data before jumping to conclusions.
There's no denying, however, that Tesla has a pricing-power problem that can't simply be chalked up to selling fewer of its more expensive Model S and Model X EVs. Last quarter's price cuts coincide with the expanded availability of other electric vehicles... especially those made by China's BYD (BYDDY +1.47%), which delivered 557,090 battery-electric vehicles of its own in Q2, with many of them suddenly being shipped to Europe, where Tesla previously dominated. It would be naïve to believe the availability of these alternatives isn't taking a toll on the relative marketability -- and therefore pricing power -- of Tesla-made electric vehicles.
It's not like these rivals are suddenly going to back down either, now that they're finally finding their full stride. Look for the pricing pressure Tesla is now facing to persist.
Just tread lightly This doesn't necessarily mean Tesla's shares are un-ownable. As has been frequently pointed out, this stock is now being priced as much on its AI robotics potential as it is its electric vehicle business. This, of course, creates and maintains a premium.
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It also invites volatility, though, in addition to setting the stage for poor performance if the company's robotics ambitions don't pay off as well or as soon as hoped.
In other words, there's more than a little that could go wrong for this stock. Tread lightly.
AI is supposed to help businesses accelerate. But Google search just grew slower than the quarter before. And -- judging by the headlines about the earnings report -- almost nobody noticed.
Alphabet's (GOOG +0.65%)(GOOGL +0.94%) second-quarter report this week buried the figure under two louder storylines -- a $99 billion paper gain on its equity stakes, and another increase in capital spending plans, to a range topping out at $205 billion this year. The market reacted to the spending, sending shares down about 7% on Thursday.
But I'd argue the Search number deserves more attention than either. Google Search & other revenue, the biggest single line in Alphabet's business, grew 17% year over year to $63.3 billion. In the first quarter, it grew 19%.
And with investors increasingly asking how much of Google's core franchise AI (artificial intelligence) chatbots could eventually take, a Search slowdown is the number the bears have been waiting for. So it's worth being precise about what happened.
Image source: Getty Images.
The end of a four-quarter streak Search had been on a remarkable run of acceleration. Its year-over-year growth rate went from 10% in the first quarter of 2025 to 12% in the second quarter, 15% in the third, 17% in the fourth, and 19% in the first quarter of 2026. That's four consecutive quarters of speeding up. The second quarter's 17% snapped the streak.
To be clear, 17% is still a spectacular rate for a business generating more than $63 billion a quarter. Search's growth last quarter matched the fastest rate it posted in any quarter of 2025. This is a slowdown only in the sense that a very good number followed an even better one.
And the comparison math matters here. A year ago, Search was lapping 10% growth -- its softest quarter in the sequence. Last quarter, it was lapping 12%. Stack the two years together (17% on top of last year's 12%, versus 19% on top of 10%), and growth over the two-year period comes out to about 31% in both the first and second quarters of 2026. On that basis, Search didn't slow at all. The deceleration looks more like a tougher comparison than a change in demand.
Management's evidence points the same way.
"Our popular AI features are driving Search query growth," CEO Sundar Pichai said in Alphabet's second-quarter earnings release, adding that the Gemini app now has 950 million monthly active users. That's the opposite of what share loss to AI assistants should look like, at least so far.
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The context around the number The rest of the report makes the Search figure easier to carry. Alphabet's total revenue rose 24% year over year to $119.8 billion, the company's 12th consecutive quarter of double-digit growth. The company's cloud computing segment, Google Cloud, saw revenue accelerate to 82% growth, reaching $24.8 billion, and the segment's operating margin expanded to 35.6% from 20.7% a year earlier. YouTube ads grew 13% to $11.1 billion, and subscriptions grew 15%.
This is not a company leaning on one growth engine.
Of course, the bear case doesn't need this quarter to prove anything. The argument is about the next several years. If consumers gradually shift their questions from a search bar to AI assistants, the erosion could show up slowly, then all at once.
One decelerating quarter with a flat two-year trend isn't evidence that's happening. But the metric now has investors' attention, and the third quarter will lap a 15% comparison -- harder than last quarter's 12%. If the two-year math starts shrinking from 31%, that would be the earlier warning worth acting on.
I think the takeaway is this: the capital spending debate knocked the stock down, but the Search number is the one that decides if Alphabet's franchise is intact. This quarter, it held up better than the headline rate suggests. I'd keep owning the stock. Just watch the two-year math from here, because that's the version of this number that will be worth watching to see whether the AI worries turn out to be right.
SummaryI am upgrading Alphabet from HOLD to BUY. My skepticism on advertising dependence has not changed, but the risk profile around it has, especially following regulatory news.Q2 was operationally excellent, with 24% revenue growth, 82% cloud growth, and a $514 billion backlog.The recent DMA fine is 0.22% of global turnover. Combined with the Android case now final, a decade of European legal risk is priced and closed. The stock fell anyway.With $195 billion to $205 billion of 2026 capex converting into depreciation, EPS will fight a D&A headwind. The rerating, not the earnings, has to deliver the return.My scenarios: 18x bear at ~$248, 25x to 28x base at ~$345 to $386, and 32x to 35x bull at ~$442 to $483 against ~$318 today. The asymmetry is what makes this a BUY. Getty Images
As an AI bull, I have for a long time underestimated what role Alphabet Inc. (GOOG) (GOOGL) could play in the AI race. Google today has a fully integrated AI “supply chain”, starting with their
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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.
SummaryIn this episode, Mike Larson sits down with Eva Ados, COO and chief investment strategist at ERShares, and Mark Mahaney, director of internet research at Evercore ISI.The conversation begins with Eva explaining why companies are staying private longer - and how that shift means a growing share of their value creation can occur before an IPO.Mark then explains why highly anticipated IPOs often trade below their offering prices after going public.For investors interested in IPOs, private-market access, Artificial Intelligence, SpaceX, Amazon, and identifying elite growth companies during periods of weakness, this episode delivers a practical framework for finding opportunity beyond the market’s biggest headlines. primeimages/E+ via Getty Images
By Mike Larson
Mike Larson: Hi there. I'm Mike Larson, Editor-in-Chief with MoneyShow. Coming to you from the MoneyShow Masters Symposium in Las Vegas. Today, I'm sitting now with Eva Ados, COO and Chief Investment Strategist at ERShares, and Mark Mahaney, Director of
SummaryAmazon.com, Inc. remains a Strong Buy despite recent share declines and elevated CapEx, driven by AI and space infrastructure investments.AMZN's near-term margin pressure stems from heavy AI infrastructure and Amazon Leo satellite network spending, impacting free cash flow.Key growth axes include AWS expansion, custom silicon, high-margin advertising, and the emerging Amazon Leo broadband constellation.My base case price target is adjusted to $284.28, reflecting higher CapEx; free cash flow and CapEx discipline are the critical watch items.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Crovik Media/iStock via Getty Images
Shares of Amazon.com, Inc. (AMZN) have lost 11.9% since my last report driven by concerns on AI infrastructure spending, and the associated return on investment. While Amazon’s AI buildout provides a substantial drag on
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
SummaryWhile critics panic over increasing CapEx, Amazon’s $143 billion cash reserves generate enough in quarterly interest income to fund debt obligations.Amazon has $364 billion, and counting, in legally binding, long-term cloud contracts that ensure data center compute capacity is accounted for before construction completes.Though infrastructure investments have temporarily reduced short-term free cash flow, these assets are projected to deliver highly profitable returns by the end of 2028 and for many years to follow.Editor's note: Seeking Alpha is proud to welcome MarginMinded as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of 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.
I currently own shares in $AMZN. I do not own any options or other derivatives in AMZN. I will not buy/sell shares, options, or other derivatives of AMZN for the 72 hours defined above. I will not initiate any trades for this position per the 72 hours defined above.
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.
SummaryMicrosoft remains my top AI winner, leveraging its software moat, cash reserves, and strategic OpenAI stake.MSFT's aggressive CapEx and cloud investments are justified by rapid growth in intelligent cloud, driving operating income and margins higher.I expect a short-term selloff post-earnings due to negative free cash flow and CapEx concerns, but view this as a buy-the-dip opportunity.MSFT's long-term thesis remains intact: cloud revenue growth, strong margins, and resilience against AI bubble fallout position it for sustained leadership.lcva2/iStock Editorial via Getty Images
I've been a Microsoft Corporation (MSFT) shareholder for a long time, and it's not always been easy to sit with its stock, but I stand by what I said back in 2024: Microsoft
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, GOOGL 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.
IRVINE, Calif.--(BUSINESS WIRE)-- #BusinessTechnology--TrustedTech is among the first Microsoft CSPs selected for Unified for Partners, advancing next-generation partner-led support.
