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New York, New York--(Newsfile Corp. - October 25, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds persons or entities that: (a) sold shares of Dun & Bradstreet Holdings, Inc. (NYSE: DNB) ("D&B") common stock in the open market from May 13, 2025 through August 26, 2025; (b) exchanged shares of D&B common stock into the August 26, 2025 merger of D&B with affiliates of Clearlake Capital Group, L.P. for $9.15 per share in cash (the "Merger"); and/or (c) held shares of D&B common stock as of the May 9, 2025 Record Date for the special meeting of stockholders and whose shares were voted on, or entitled to vote on, the Merger, of the important November 10, 2026 lead plaintiff deadline.

SO WHAT: If you sold Dun & Bradstreet common stock, held shares of D&B common stock on May 9, 2025, or exchanged shares of D&B common stock as a result of its merger, you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Dun & Bradstreet class action, go to https://rosenlegal.com/cases/dun-bradstreet-holdings-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than November 10, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: The lawsuit seeks to recover damages on behalf of investors that were damaged as a result of allegedly false and misleading statements and omissions of material facts in D&B's March 23, 2025 announcement of the Merger and the May 13, 2025 definitive proxy statement on Schedule 14A (the "Proxy"). Among other things, the complaint alleges the Proxy and other solicitation materials misled investors regarding the true value of D&B and the subject transaction, including portraying the Merger as the product of an ordinary-course strategic review and organic arm's-length interest in D&B, while omitting Executive Chairman Foley's personal interest in a quick sale. The complaint also alleges the Proxy omitted Bank of America Securities' valuations of superior alternatives to a whole-company sale, misstated that D&B's Board of Directors had approved downward revisions to D&B's financial projections and failed to disclose long-standing, material ties between Foley and D&B's financial and legal advisors.

To join the Dun & Bradstreet class action, go to https://rosenlegal.com/cases/dun-bradstreet-holdings-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320831

Source: The Rosen Law Firm PA

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When Space Exploration Technologies (SPCX +1.89%), usually just called SpaceX, reported earnings, the big number was $16.4 billion. That's how much money the company spent on artificial intelligence (which it is now calling superintelligence, or SI). That's roughly 10x what the company spent on its space business. AI is just a fancy computer program, so it doesn't exist without electricity. And SpaceX is just one example of a technology company spending massive amounts of money to build AI infrastructure.

If you want to get in on the huge demand for electricity highlighted by SpaceX's AI capital spending spree, you should look at Brookfield Renewable (BEP -1.28%)(BEPC -1.19%). And the best part is the steadily growing distribution backing Brookfield Renewable's well-above-market 5.4% yield. Here's what you need to know.

Image source: Getty Images.

How big is the opportunity? According to the International Energy Agency (IEA), electricity demand from artificial intelligence is expected to roughly double between 2024 and 2030, reaching 945 terawatt-hours. That's a roughly 15% annualized growth rate, which the IEA expects to be "four times faster than the growth of total electricity consumption from all other sectors." And that's just to 2030; AI electricity demand is expected to keep growing from there, meaning that SpaceX is just the tip of the iceberg when it comes to AI electricity demand.

Brookfield Renewable is uniquely positioned to supply that demand while also leaning into another growing power trend, clean energy. It operates a portfolio of clean energy assets across North America, South America, Europe, and Asia, enabling it to provide power worldwide. And its generating fleet includes hydroelectric, solar, wind, and battery, so it can offer many different power options. The one that isn't on that list is nuclear, but even there, Brookfield Renewable has investors covered. It owns a stake in Westinghouse, one of the world's largest nuclear power service providers.

BEP Brookfield Renewable Partners$28.54-$0.37 (-1.28%)

NYSE · As of 4:00 PM ET 10/23/26

Brookfield Renewable pays you well to own it To be fair, Brookfield Renewable will be of greatest interest to dividend investors, given its lofty 5.4% yield. However, it is important to note that the distribution has grown at an annualized rate of 5% over the past decade, driven by a steadily growing business. Add that dividend growth to the yield, and you get around 10%, which is roughly the total return investors expect from the market over time. This is not a sleepy income investment, highlighted by the company's long-term goal of 5% to 9% annual distribution growth. The historical inflation rate is around 3%, meaning the buying power of Brookfield Renewable's distribution is growing over time.

BEP Dividend data by YCharts

However, the big benefit of owning Brookfield Renewable over a direct AI play is a little more subtle. Investors are worried about an AI spending bubble, which isn't unreasonable. If, or perhaps when, that bubble pops, AI spending could collapse. But all the infrastructure previously built will still need electricity to keep operating. So Brookfield Renewable's business should be resilient to an AI downturn.

Play it safe with AI, go with Brookfield Renewable You could invest in a more direct AI play, such as SpaceX. But the massive capital spending on AI today is reminiscent of past technology spending that eventually proved overdone. When a bubble bursts, it can be brutal on the companies caught up in it. Brookfield Renewable operates outside that bubble, has a globally and technologically diverse power business, and its customers will still need electricity even if AI capital investment spending falls. If you are looking for a simple way to play AI's power needs, high-yield Brookfield Renewable covers a lot of ground.

NuScale Power (SMR +0.00%) has a real competitive advantage. It's the only small modular reactor (SMR) provider with design approval from the U.S. Nuclear Regulatory Commission (NRC). Its components are already in commercial production.

But Wall Street isn't showing NuScale any love. The company hasn't secured any binding commercial power purchase agreements for a full-scale power plant. This is a big problem.

$5.38+$0.00 (+0.00%)

NYSE · As of 4:00 PM ET 10/23/26

NuScale does have a partner in ENTRA1 Energy and a non-binding agreement with the Tennessee Valley Authority for up to 6 gigawatts of capacity. The SMR company is also still working on meeting conditions in a Romanian RoPower project, but other than that, NuScale is desperate for a binding commercial agreement.

NuScale's second-quarter revenue was just $75,000; the consensus estimate was nearly $9 million. The net loss widened from $37.6 million to $50.1 million. The good news is that NuScale has a lot of cash and no debt. The company is carrying almost $2 billion in cash and equivalents on the balance sheet.

Image source: The Motley Fool.

Still, the problems don't end there. NuScale is facing a class action lawsuit alleging the company misled investors about the capabilities of its partner, ENTRA1. Multiple shareholder rights firms are also investigating whether NuScale committed securities fraud. NuScale has denied any wrongdoing. This reputational damage could also be hindering its ability to close a much-needed nuclear deal. So while the NRC design approval is a huge plus, there are far too many other headwinds facing NuScale.

While the stock is trading below $6 as of this writing, investors would be best served waiting on the sidelines until the company's legal issues are resolved and a revenue stream is secured.

Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Meta Platforms (META -0.96%) is one of the major players in this artificial intelligence (AI) revolution. Though the company's biggest source of income is advertising through its social media platforms, it has big AI dreams. Meta has spent billions of dollars on the build-out of its own data centers and just recently took a significant step toward the monetization of its investments -- the launch of its Muse personal AI agent and its Muse Wonder and Muse Wonder Full advanced models.

So, investors looking for AI stocks to buy may turn to Meta, and that's what they did from the start of this year through early September. But in recent times, that momentum has stalled, to be replaced by caution. The stock has slipped 17% from a peak last month amid general concerns among investors about spending on AI infrastructure. Some investors worry that an AI bubble has formed, and that any slowdown in the AI space could significantly hurt the biggest spenders.

Meanwhile, Meta's earnings continue to march higher, thanks to advertising growth and its solid social media business.

Considering the full picture, is Meta stock a buy on the dip? Let's find out.

Image source: The Motley Fool.

More than 3 billion people use Meta apps dailyAs I mentioned, when you think of Meta, you may think: Facebook, Messenger, WhatsApp, and Instagram. Those are the social media apps the company owns, and about 3.6 billion people worldwide use at least one of those daily. And this has built advertising strength for Meta. Advertisers, seeing how much time we all spend on Meta's apps, rush there to reach us.

This has resulted in earnings growth over time for Meta, and the company's investment in AI could seriously reinforce this revenue stream. That's because Meta's AI is making its social media apps more interesting, which will keep us on them longer, and AI is improving the advertising experience and results. All of this should please advertisers and progressively prompt them to increase their spending here.

META Meta Platforms$642.62-$6.23 (-0.96%)

NASDAQ · As of 4:00 PM ET 10/23/26

Meanwhile, Meta's launch of the Muse AI agent and its advanced models represent additional sources of revenue. The personal AI agent is free to a certain extent, but those with greater usage needs may pay for a subscription. So far, the free app has proven to be popular, reaching 5 million downloads more quickly than ChatGPT and Claude after their launches.

Advances in earnings and advertisingMeta's recent earnings report further confirmed its earnings strengths, with revenue surpassing analysts' estimates and double-digit advances in ad impressions and ad prices. But investors frowned on Meta's ongoing high levels of spending on AI -- the company expects full-year capex to be in the range of $135 billion to $145 billion. That's narrowed from the earlier forecast of $130 billion to $145 billion. Meta reiterated that this spending story isn't over and it will continue to heavily invest beyond next year. This weighed on the stock, prompting declines after the earnings release.

Now, let's return to our question: Is Meta a buy on the dip?

We'll consider a couple of points here. Meta and peers are spending heavily on AI infrastructure as it's needed to accomplish their goals. Risk exists that the revenue opportunity won't justify such levels of spending -- it's impossible to predict what may happen in the future with 100% accuracy. And the S&P 500 as a whole has soared over more than three years, so a pullback could occur, and tech stocks like Meta might decline.

But it's important to keep our eyes on the long-term story. So far, the demand we've seen and the capabilities of AI suggest that this technology may indeed be a revolutionary one. And that means companies that have gotten in early and led the way could score a significant win.

Meta has a sound social media business that allows it to generate revenue, remain profitable, and continue along the AI research and development path. Meanwhile, its new products offer it the ability to start generating some revenue from the AI investment.

At the same time, the stock, trading at 21x forward earnings estimates, looks reasonably priced considering the complete picture. All of this makes Meta a great growth stock to buy on the dip.

Pumitamig in Kombination mit Docetaxel zeigte eine ermutigende objektive Ansprechrate von 36,7 % bei Patientinnen und Patienten mit metastasiertem nicht-kleinzelligem Lungenkrebs mit Plattenepithel- und Nicht-Plattenepithel-Histologie über verschiedene PD-L1-Expressionslevel hinweg nach Fortschreiten der Erkrankung unter oder nach einer Immuntherapie in Kombination mit Chemotherapie Das mediane progressionsfreie Überleben betrug 6,9 MonateFür diese Patientengruppe besteht weiterhin ein hoher ungedeckter medizinischer Bedarf, da das progressionsfreie Überleben unter der derzeitigen Standardtherapie mit Docetaxel im Durchschnitt weniger als vier Monate beträgtDie Daten stellen den dritten globalen Phase-2-Datensatz zu Pumitamig bei Lungenkrebs dar und untermauern sein Potenzial, die Behandlungsergebnisse gegenüber den derzeitigen Standardtherapien zu verbessern  MAINZ, Deutschland und PRINCETON, USA, 25. Oktober 2026 – BioNTech SE (Nasdaq: BNTX, „BioNTech“) und Bristol Myers Squibb Company (NYSE: BMY, „BMS“) gaben heute erste Daten aus der globalen klinischen Phase-2-Studie ROSETTA Lung-107 (NCT06841055) bekannt. In der Studie wird der bispezifische PD-L1xVEGF-A-Immunmodulator-Kandidat Pumitamig (BNT327/BMS986545) in Kombination mit Docetaxel bei Patientinnen und Patienten mit metastasiertem nicht-kleinzelligem Lungenkrebs (non-small cell lung cancer, „NSCLC“) untersucht, deren Erkrankung während oder nach einer Erstlinienbehandlung mit Immuntherapie plus Chemotherapie fortgeschritten ist.

Die Daten zeigten eine ermutigende Anti-Tumor-Aktivität mit Ansprechen sowohl bei nicht-kleinzelligem Lungenkrebs mit Plattenepithel- als auch Nicht-Plattenepithel-Histologie und über verschiedene PD-L1-Expressionslevel hinweg. Zudem zeigte Pumitamig ein kontrollierbares Sicherheitsprofil, das mit den Ergebnissen früherer globaler klinischer Studien mit dem Produktkandidaten übereinstimmte. Die Daten wurden heute im Rahmen einer Late-Breaking Rapid Oral Präsentation (Abstract #LBA76) auf dem Kongress der European Society for Medical Oncology („ESMO“) 2026 in Madrid, Spanien, vorgestellt.

„Trotz bedeutender Fortschritte in der Erstlinientherapie sind die Behandlungsergebnisse für viele Patientinnen und Patienten mit nicht-kleinzelligem Lungenkrebs, deren Erkrankung nach einer Immuntherapie in Kombination mit Chemotherapie fortschreitet, weiterhin unzureichend. In dieser Behandlungssituation ist Docetaxel seit Jahren die Standardtherapie“,1 sagte Prof. Dr. Dr. Byoung Chul Cho, Prüfarzt der Studie und Professor für medizinische Onkologie am Yonsei Cancer Center des Yonsei University College of Medicine in Seoul, Republik Korea. „Diese ersten Daten aus der ROSETTA Lung-107-Studie zeigen ermutigende Ansprechraten und Ergebnisse zum progressionsfreien Überleben über verschiedene PD-L1-Expressionslevel und histologische Subtypen hinweg. Sie deuten darauf hin, dass Pumitamig dazu beitragen könnte, die Anti-Tumor-Immunantwort bei Patientinnen und Patienten, deren Erkrankung nach einer vorangegangenen Immuntherapie mit Chemotherapie fortgeschritten ist, erneut zu aktivieren. Diese Ergebnisse unterstützen die weitere Untersuchung von Pumitamig bei dieser Patientengruppe mit hohem ungedecktem medizinischem Bedarf.“

Die ROSETTA Lung-107-Studie untersucht Pumitamig in Kombination mit Docetaxel bei einer Dosierung von 1.400 mg alle drei Wochen. Zum Stichtag der Datenanalyse („data cut-off“) am 10. Juli 2026 waren 50 Patientinnen und Patienten behandelt worden, mit einer medianen Nachbeobachtungszeit von 12,2 Wochen. 33 Patientinnen und Patienten befanden sich weiterhin in Behandlung. Bei 30 Patientinnen und Patienten, deren Ansprechen ausgewertet werden konnte, zeigte Pumitamig in Kombination mit Docetaxel eine bestätigte objektive Ansprechrate (confirmed objective response rate, „cORR“) von 36,7 % und eine Krankheitskontrollrate (disease control rate, „DCR“) von 90,0 %. Ein Ansprechen wurde über alle PD-L1-Expressionslevel hinweg beobachtet (cORR: 42,9 % bei TPS < 1 %; 33,3 % bei TPS 1-49 %; 40,0 % bei TPS ≥ 50 %) sowie bei nicht-kleinzelligem Lungenkrebs mit Plattenepithel- und Nicht-Plattenepithel-Histologie (cORR: 57,1 % bzw. 30,4 %). Die Krankheitskontrollraten lagen in allen Subgruppen bei über 80 %. Die mediane Zeit bis zum Ansprechen betrug 1,4 Monate. In der gesamten behandelten Studienpopulation (n=50) betrug das mediane progressionsfreie Überleben (progression-free survival, „PFS“) 6,9 Monate (95 % KI: 4,2 - nicht erreicht). Die Rate für das progressionsfreie Überleben lag nach 6 Monaten bei 63,3 %. Historische Daten zeigen, dass unter der Standardtherapie mit Docetaxel nach einer vorangegangenen Immuntherapie in Kombination mit Chemotherapie ein medianes progressionsfreies Überleben von etwa 3,6 Monaten bei metastasiertem nicht-kleinzelligem Lungenkrebs mit Nicht-Plattenepithel-Histologie bzw. 3,9 Monaten bei Plattenepithel-Histologie erreicht wurde.1

„Unser Ziel ist es, die Behandlungsergebnisse für Patientinnen und Patienten mit Lungenkrebs in allen Facetten und entlang des gesamten Krankheitsverlaufs zu verbessern – über verschiedene Subtypen, Krankheitsstadien und Therapielinien hinweg“, sagte Prof. Dr. Özlem Türeci, Mitgründerin und Chief Medical Officer von BioNTech. „Die ermutigenden Ergebnisse mit Pumitamig in Kombination mit Docetaxel erweitern die klinische Evidenz auf Patientinnen und Patienten, deren Erkrankung nach einer Immuntherapie in Kombination mit Chemotherapie fortgeschritten ist – eine Behandlungssituation, in der die Therapieoptionen weiterhin begrenzt sind. Zusammen mit unseren Daten zur Erstlinienbehandlung des nicht-kleinzelligen Lungenkarzinoms und zum kleinzelligen Lungenkarzinom im fortgeschrittenen Stadium stützen diese Ergebnisse unsere Strategie, Pumitamig für ein breites Spektrum von Lungenkrebserkrankungen weiterzuentwickeln, insbesondere in Patientenpopulationen mit hohem ungedecktem medizinischem Bedarf.“

„Dies ist der dritte globale Phase-2-Datensatz, der eine konsistente Aktivität von Pumitamig bei Lungenkrebs über alle PD-L1-Expressionslevel hinweg zeigt. Die Ergebnisse erweitern unsere bisherigen Erkenntnisse auf die Zweitlinienbehandlung, in der weiterhin ein hoher ungedeckter medizinischer Bedarf besteht“, sagte Cristian Massacesi, Executive Vice President, Chief Medical Officer und Leiter der Entwicklungsabteilung bei Bristol Myers Squibb. „Gemeinsam mit BioNTech treiben wir eines der umfangreichsten Entwicklungsprogramme dieser Wirkstoffklasse voran. Mit derzeit vier laufenden globalen Phase-3-Studien erweitern wir kontinuierlich die klinische Evidenzbasis für Pumitamig über verschiedene Lungenkrebsarten und Behandlungslinien hinweg. Wir freuen uns darauf, die weiteren Entwicklungsschritte für Pumitamig in der Zweitlinienbehandlung von nicht-kleinzelligem Lungenkrebs zu definieren.“

Bei den 50 Patientinnen und Patienten, die in die Analyse der Sicherheitsdaten einbezogen wurden, zeigte Pumitamig in Kombination mit Chemotherapie ein kontrollierbares Sicherheitsprofil ohne das Auftreten von neuen Sicherheitssignalen. Behandlungsbedingte unerwünschte Ereignisse (treatment-related adverse events, „TRAEs“) jeglichen Schweregrads wurden bei 52,0 % und mit Grad ≥3 bei 18,0 % der Patientinnen und Patienten gemeldet. Dies führte bei vier Patientinnen und Patienten (8,0 %) zum Abbruch der Behandlung. Immunvermittelte unerwünschte Ereignisse (immune-related adverse events, „immune- related AEs“) wurden bei 11 Patientinnen und Patienten (22,0 %) beobachtet, darunter fünf Fälle mit Grad ≥3 (10,0 %). Unerwünschte Ereignisse im Zusammenhang mit VEGF-Inhibitoren wurden bei 13 Patientinnen und Patienten (26,0 %) gemeldet; Fälle mit Grad ≥3 waren selten und wurden bei zwei Patientinnen und Patienten (4,0 %) beobachtet. Es wurden keine Grad 4 oder 5 Fälle gemeldet. Blutungsereignisse wurden bei acht Patientinnen und Patienten (16,0 %) gemeldet und waren auf Schweregrad 1 und 2 beschränkt. Es gab keine mit Pumitamig in Zusammenhang stehende Todesfälle oder dosislimitierende Toxizität (dose-limiting toxicities, „DLTs“).

BioNTech und BMS treiben ein umfassendes Entwicklungsprogramm für Pumitamig bei verschiedenen Krebsarten voran, einschließlich Lungenkrebs in unterschiedlichen Krankheitsstadien, Subgruppen und Behandlungslinien. ROSETTA Lung-107 erweitert das klinische Entwicklungsprogramm um die Zweitlinienbehandlung bei nicht-kleinzelligem Lungenkrebs. Diese Daten werden die weitere Entwicklung von Pumitamig in dieser Patientenpopulation mit hohem ungedecktem medizinischem Bedarf unterstützen.

Über ROSETTA Lung-107
Die globale, nicht-verblindete, einarmige Phase-2-Studie ROSETTA Lung-107 (NCT06841055) untersucht Pumitamig (BNT327/ BMS986545) in Kombination mit Docetaxel bei Patientinnen und Patienten mit nicht-kleinzelligem Lungenkrebs mit Plattenepithel- und Nicht-Plattenepithel-Histologie im Stadium IV, deren Erkrankung nach einer Erstlinienbehandlung mit Immuntherapie plus Chemotherapie, unabhängig vom PD-L1-Expressionsstatus, fortgeschritten ist. Patientinnen und Patienten, die zuvor mit monoklonalen anti-VEGF-Antikörpern oder PD-(L)1xVEGF-A bispezifischen Antikörpern behandelt wurden, waren von der Studienteilnahme ausgeschlossen. In Teil 1, der Sicherheitsphase (Safety Run-In), erhielten Patientinnen und Patienten alle drei Wochen 1.400 mg oder 2.000 mg Pumitamig in Kombination mit 75 mg/m² Docetaxel. In Teil 2, der Dosiserweiterungsstudie (dose expansion), erhielten Patientinnen und Patienten alle drei Wochen 1.400 mg Pumitamig in Kombination mit 75 mg/m² Docetaxel. Diese Dosierung wurde vom internen Überprüfungskomitee auf Grundlage der Gesamtheit der Erkenntnisse aus dem ersten Teil und dem übergreifenden klinischen Entwicklungsprogramm für Pumitamig bei Lungenkrebs empfohlen. Die primären Endpunkte sind dosislimitierende Toxizität (nur in Teil 1), Sicherheit sowie die objektive Ansprechrate (objective response rate, „ORR“) gemäß der Beurteilung durch die Prüfärztinnen und Prüfärzte nach RECIST 1.1. Zu den sekundären Endpunkten zählen die Krankheitskontrollrate (disease control rate, „DCR“), die Dauer des Ansprechens (duration of response, „DOR“), die Tiefe des Ansprechens, die Zeit bis zum Ansprechen, das progressionsfreie Überleben (progression-free survival, „PFS“), das Gesamtüberleben (overall survival, „OS“), die Pharmakokinetik sowie die Prävalenz von Anti-Wirkstoff-Antikörpern. In der Studie wurden 59 Patientinnen und Patienten an Studienzentren in Australien, der Republik Korea, Spanien, der Türkei, dem Vereinigten Königreich und den Vereinigten Staaten aufgenommen.

Über Pumitamig
Pumitamig ist ein bispezifischer Immunmodulator-Kandidat, der gemeinsam von BioNTech und BMS entwickelt wird, und darauf ausgelegt ist, gleichzeitig an PD-L1 und VEGF-A zu binden. Er zielt darauf ab, die Fähigkeit des Immunsystems wiederherzustellen, Tumorzellen zu erkennen und zu zerstören. Gleichzeitig soll die Blut- und Sauerstoffversorgung der Tumorzellen unterbunden werden (anti-angiogener Effekt), um so ihr Wachstum und ihre Vermehrung zu verhindern. BioNTech und BMS gehen davon aus, dass Pumitamig durch die Bindung an PD-L1-Rezeptoren auf Tumorzellen die VEGF-A-Blockade auf die Mikroumgebung des Tumors beschränken könnte, wodurch die Anti-Tumor-Aktivität potenziell verstärkt, und die systemische Exposition verringert wird.

Bislang wurden mehr als 4.000 Patientinnen und Patienten in klinischen Studien mit Pumitamig behandelt. Sieben globale klinische Phase-3-Studien mit Zulassungspotenzial laufen gerade, in denen Pumitamig in Kombination mit Chemotherapie im Vergleich zu Standardtherapien untersucht wird: Erstlinienbehandlung von kleinzelligem Lungenkrebs (ROSETTA Lung-01; NCT06712355), Erstlinienbehandlung von nicht-kleinzelligem Lungenkrebs (ROSETTA Lung-02; NCT06712316), Behandlung von inoperablem nicht-kleinzelligem Lungenkrebs im Stadium III (ROSETTA Lung-201; NCT07361497); Erstlinienbehandlung von fortgeschrittenem nicht-kleinzelligem Lungenkrebs mit PD-L1 ≥ 50 % (ROSETTA Lung-202; NCT07361510); Erstlinienbehandlung von dreifach-negativem Brustkrebs (ROSETTA Breast-01; NCT07173751); Erstlinienbehandlung von mikrosatellitenstabilem Darmkrebs (ROSETTA CRC-203; NCT07221357) sowie Erstlinienbehandlung von Magenkrebs (ROSETTA Gastric-204; NCT07221149). Pumitamig wird außerdem in mehr als 10 innovativen Kombinationsstudien untersucht, darunter in Kombination mit Antikörper-Wirkstoff-Konjugaten (antibody-drug conjugates, „ADCs“) und anderen innovativen Wirkstoffen, mit dem Ziel, das therapeutische Potenzial des Kandidaten auf verschiedene Tumorarten auszuweiten und zusätzliche entscheidende Anwendungsmöglichkeiten zu identifizieren.

Über nicht-kleinzelligen Lungenkrebs
Nicht-kleinzelliger Lungenkrebs (non-small cell lung cancer, „NSCLC“) umfasst alle epithelialen Lungenkrebsarten außer kleinzelligem Lungenkrebs und beinhaltet Plattenepithelkarzinome, großzellige Karzinome und Adenokarzinome der Lunge. Er ist mit einem Anteil von etwa 85 % die häufigste Form von Lungenkrebs und weltweit die häufigste krebsbedingte Todesursache.2 Wissenschaftliche Fortschritte haben die Behandlung des nicht-kleinzelligen Lungenkrebs grundlegend verändert und die Behandlungsergebnisse für viele Patientinnen und Patienten verbessert. Dennoch bleibt nicht-kleinzelliger Lungenkrebs eine aggressive Erkrankung mit schlechter Prognose und einer 5-Jahres-Überlebensrate von 18 bis 22 % im fortgeschrittenen Stadium.3 Patientinnen und Patienten mit geringer PD-L1-Expression sprechen in der Regel nicht gut auf Therapien mit Checkpoint-Inhibitoren an, wodurch ein hoher ungedeckter medizinischer Bedarf an neuen Behandlungsoptionen besteht, die langanhaltende Ansprechraten bei einer breiten Patientenpopulation ermöglichen. 

Über BioNTech
BioNTech ist ein globales innovatives Biopharma-Unternehmen, das bei der Entwicklung von Therapien gegen Krebs und andere schwere Erkrankungen Pionierarbeit leistet. In der Onkologie möchte BioNTech die Behandlungsmöglichkeiten für Menschen mit Krebs nachhaltig verbessern. Das Unternehmen hat sich zum Ziel gesetzt, innovative Arzneimittel mit tumorübergreifendem oder synergistischem Potenzial zu entwickeln, um Krebs in all seinen Facetten und entlang des gesamten Krankheitsverlaufs – von den frühen bis zu den fortgeschrittenen Krankheitsstadien – zu adressieren. BioNTechs wachsendes Portfolio an onkologischen Produktkandidaten in der späten klinischen Entwicklung umfasst innovative Immunmodulatoren, Antikörper-Wirkstoff-Konjugate und mRNA-Krebsimmuntherapien. BioNTech arbeitet Seite an Seite mit weltweit renommierten und spezialisierten Kollaborationspartnern, darunter Bristol Myers Squibb, Duality Biologics, Genentech (ein Unternehmen der Roche Gruppe), Genmab, MediLink, OncoC4 und Pfizer.

Weitere Information finden Sie unter: www.BioNTech.de.

Zukunftsgerichtete Aussagen von BioNTech
Diese Pressemitteilung enthält bestimmte zukunftsgerichtete Aussagen im Sinne des Private Securities Litigation Reform Act von 1995 in seiner geänderten Fassung. Hierzu gehören unter anderem Aussagen zu: BioNTechs Zusammenarbeit mit Bristol Myers Squibb (BMS); die Fähigkeit von BioNTech und BMS, Pumitamig (auch bekannt als BNT327 oder BMS986545) gemeinsam erfolgreich zu entwickeln und zu vermarkten, sofern zugelassen; die Geschwindigkeit und der Umfang der Marktakzeptanz von Pumitamig, sofern zugelassen; der Beginn, Zeitplan, Fortschritt und die Ergebnisse von BioNTechs Forschungs- und Entwicklungsprogrammen, einschließlich BioNTechs aktueller und zukünftiger klinischer Studien, einschließlich Aussagen über den erwarteten Zeitpunkt des Beginns, der Rekrutierung und des Abschlusses von Studien und der damit verbundenen vorbereitenden Arbeiten und der Verfügbarkeit von Ergebnissen sowie der Zeitpunkt und die Ergebnisse zu Anträgen auf behördliche Zulassungen und Marktzulassungen, einschließlich Erwartungen in Bezug auf die möglichen Indikationen in denen Pumitamig zugelassen werden könnte, falls überhaupt; der angestrebte Zeitplan und die Anzahl zusätzlicher potenzieller Zulassungsstudien und das Zulassungspotenzial jeder Studie, die BioNTech möglicherweise initiiert; und Gespräche mit den Aufsichtsbehörden. In manchen Fällen können die zukunftsgerichteten Aussagen durch Verwendung von Begriffen wie „wird“, „kann“, „sollte“, „erwartet“, „beabsichtigt“, „plant“, „zielt ab“, „antizipiert“, „glaubt“, „schätzt“, „prognostiziert“, „potenziell“, „setzt fort“ oder die negative Form dieser Begriffe oder einer anderen vergleichbaren Terminologie identifiziert werden, allerdings müssen nicht alle zukunftsgerichteten Aussagen diese Wörter enthalten.

Die zukunftsgerichteten Aussagen in dieser Pressemitteilung basieren auf BioNTechs aktuellen Erwartungen und Überzeugungen hinsichtlich zukünftiger Ereignisse, und sind weder Versprechen noch Garantien. Daher sollte kein unangemessenes Vertrauen in diese zukunftsgerichteten Aussagen gesetzt werden, da sie einer Reihe von bekannten und unbekannten Risiken, Unsicherheiten und anderen Faktoren unterliegen, von denen viele außerhalb der Kontrolle von BioNTech liegen und die dazu führen könnten, dass die tatsächlichen Ergebnisse wesentlich und nachteilig von denen abweichen, die in diesen zukunftsgerichteten Aussagen ausdrücklich oder implizit zum Ausdruck gebracht werden. Diese Risiken und Ungewissheiten beinhalten, sind aber nicht beschränkt auf: die Unwägbarkeiten, die mit Forschung und Entwicklung verbunden sind, einschließlich der Fähigkeit, die erwarteten klinischen Endpunkte, Zeitlinien für den Beginn und/oder den Abschluss klinischer Studien, Zeitlinien für die Einreichung bei den Behörden, Zeitlinien für behördliche Zulassungen und/oder Zeitlinien für die Markteinführungen zu erreichen, sowie die Risiken im Zusammenhang mit klinischen Daten, einschließlich der Möglichkeit für das Auftreten ungünstiger neuer präklinischer, klinischer oder sicherheitsrelevanter Daten und weitere Analysen vorhandener präklinischer, klinischer oder sicherheitsrelevanter Daten; die Art klinischer Daten, die einer ständigen Überprüfung durch Peer-Review, einer behördlichen Prüfung und einer Marktinterpretation unterliegen; die Auswirkungen von Zöllen und Eskalationen in der Handelspolitik; der Wettbewerb in Bezug auf BioNTechs Produktkandidaten; den Zeitplan für und BioNTechs Fähigkeit, behördliche Zulassungen für ihre Produktkandidaten zu erhalten und aufrechtzuerhalten; BioNTechs Fähigkeit, Forschungsmöglichkeiten zu erkennen und Prüfpräparate zu identifizieren und zu entwickeln; die Fähigkeit und Bereitschaft von BioNTechs Kollaborationspartnern, die Forschungs- und Entwicklungsaktivitäten in Bezug auf BioNTechs Produktkandidaten und Prüfpräparate fortzusetzen; unvorhergesehene Sicherheitsbelange und potenzielle Ansprüche, die angeblich aus der Verwendung von Produkten und Produktkandidaten entstehen, die von BioNTech entwickelt oder hergestellt wurden; die Fähigkeit BioNTechs und die von BioNTechs Kollaborationspartnern, ihre Produktkandidaten zu kommerzialisieren und zu vermarkten, falls sie zugelassen werden; BioNTechs Fähigkeit, ihre Entwicklung und zugehörige Ausgaben zu steuern; regulatorische und politische Entwicklungen in den USA und anderen Ländern; die Fähigkeit BioNTechs, ihre Produktionskapazitäten effektiv zu skalieren und ihre Produkte und Produktkandidaten herzustellen; und andere Faktoren, die BioNTech derzeit nicht bekannt sind.

Den Leserinnen und Lesern wird empfohlen, die Risiken und Unsicherheiten unter „Risk Factors“ in BioNTechs Bericht 6-K für das am 30. Juni 2026 endende Quartal und in den darauffolgend bei der SEC eingereichten Dokumenten zu lesen. Sie sind auf der Website der SEC unter www.sec.gov verfügbar. Diese zukunftsgerichteten Aussagen gelten nur zum Zeitpunkt der Veröffentlichung dieser Pressemitteilung. Außerhalb rechtlicher Verpflichtungen übernimmt BioNTech keinerlei Verpflichtung, solche in die Zukunft gerichteten Aussagen nach dem Datum dieser Pressemitteilung zu aktualisieren, um sie an die tatsächlichen Ergebnisse oder Änderungen der Erwartungen anzupassen.

Über Bristol Myers Squibb
Bristol Myers Squibb ist ein weltweit tätiges BioPharma-Unternehmen, das sich die Erforschung, Entwicklung und die Bereitstellung innovativer Medikamente zur Aufgabe gemacht hat, die Patient:innen dabei helfen, schwere Erkrankungen zu überwinden. Weiterführende Informationen auf bms.com/de, LinkedIn, Instagram und YouTube.

Sicherheitshinweis in Bezug auf zukunftsgerichtete Aussagen von Bristol Myers Squibb
Diese Pressemitteilung enthält bestimmte in die Zukunft gerichtete Aussagen im Rahmen des angepassten Private Securities Litigation Reform Act von 1995, bezogen auf unter anderem die Erforschung, Entwicklung und Vermarktung pharmazeutischer Produkte. Alle Aussagen, die sich nicht auf historische Fakten beziehen, sind zukunftsgerichtete Aussagen oder können als solche betrachtet werden. Solche zukunftsgerichteten Aussagen basieren auf aktuellen Erwartungen und Prognosen über Bristol Myers Squibbs zukünftige Finanzergebnisse, Ziele, Pläne und Vorhaben und beinhalten inhärente Risiken, Annahmen und Ungewissheiten, einschließlich interner oder externer Faktoren, die diese in den nächsten Jahren verzögern, von ihnen ablenken oder sie verändern könnten, und die schwer vorhersehbar sind, außerhalb unserer Kontrolle liegen und dazu führen könnten, dass Bristol Myers Squibbs zukünftige Finanzergebnisse, Ziele, Pläne und Vorhaben wesentlich von denen abweichen, die in den Aussagen ausgedrückt oder impliziert sind. Zu diesen Risiken, Annahmen, Ungewissheiten und anderen Faktoren gehören unter anderem, dass die erwarteten Vorteile und Möglichkeiten bezogen auf die Kollaboration mit BioNTech möglicherweise nicht von Bristol Myers Squibb realisiert werden können oder länger benötigen als ursprünglich erwartet, dass zukünftige Studienergebnisse nicht mit heutigen Ergebnissen übereinstimmen, dass Pumitamig (auch bekannt als BNT327 oder BMS986545) allein oder in Kombination mit einer Chemotherapie den primären Studienendpunkt möglicherweise nicht erreicht oder möglicherweise nicht innerhalb des derzeit erwarteten Zeitrahmens oder überhaupt für die in dieser Mitteilung beschriebenen Indikationen zugelassen wird; dass etwaige Marktzulassungen, sofern sie erteilt werden, erhebliche Einschränkungen hinsichtlich ihrer Verwendung enthalten können; und ob Pumitamig, sollte es zugelassen werden, allein oder in Kombination mit einer Chemotherapie kommerziell erfolgreich sein wird. Zukunftsgerichtete Aussage können nicht garantiert werden. Zukunftsgerichtete Aussagen in dieser Pressemitteilung sollten zusammen mit den vielen Risiken und Ungewissheiten bewertet werden, die das Geschäft und den Markt von Bristol Myers Squibb betreffen, insbesondere mit denjenigen, die in den Warnhinweisen und der Diskussion der Risikofaktoren im Geschäftsbericht von Bristol Myers Squibb auf Formular 10-K für das am 31. Dezember 2024 endende Jahr aufgeführt sind, und die durch unsere nachfolgenden Quartalsberichte auf Formular 10-Q, aktuellen Berichte auf Formular 8-K und Bristol Myers Squibbs Einreichungen bei der Securities and Exchange Commission aktualisiert wurden. Die in diesem Dokument enthaltenen zukunftsgerichteten Aussagen gelten nur zum Zeitpunkt der Veröffentlichung dieses Dokuments und außerhalb rechtlicher Verpflichtungen übernimmt Bristol Myers Squibb keinerlei Verpflichtung, zukunftsgerichtete Aussagen öffentlich zu aktualisieren oder zu revidieren, sei es aufgrund neuer Informationen, zukünftiger Ereignisse, veränderter Umstände oder aus anderen Gründen.

Hinweis: Dies ist eine Übersetzung der englischsprachigen Pressemitteilung. Im Falle von Abweichungen zwischen der deutschen und der englischen Version hat ausschließlich die englische Fassung Gültigkeit.

KONTAKTE

Investoranfragen
Dr. Douglas Maffei
[email protected]

Bristol Myers Squibb

Medienanfragen
[email protected]  

Investoranfragen
[email protected]

1. Ahn MJ et al. J Clin Oncol. 2025;43(3):260–272.
2. Lin Z et al. Medicine (Baltimore). 2025 Jul 25;104(30):e43300.
3. Liu SV et al. Immunotherapy. 2025 Oct;17(14):1005-1013.

Shares of glass and fiber-optics maker Corning (GLW -0.24%) have had a wild 2026. The stock almost tripled between January and late June, closing at a record $255.69 on June 29. At roughly $125 as I write, shares are now down about 51% from that peak -- including an 8% fall on Oct. 22 alone.

But the company is growing fast. Corning's second-quarter core earnings per share, its non-GAAP (adjusted) measure, climbed 30% year over year. Management also forecast around 28% growth in the third quarter.

Corning posts those third-quarter results on Tuesday, Oct. 27. And despite its recent losses, the stock's still up over 40% for 2026.

Image source: The Motley Fool.

What caused the drop?I'd say much of the decline reflects a stock giving back a rally that got ahead of the business.

In May, Corning announced a long-term partnership with Nvidia under which it plans to grow its U.S. optical connectivity manufacturing capacity tenfold. Amazon then signed a multiyear, multibillion-dollar deal for Corning to supply optical fiber, cable, and connectivity products for its U.S. data centers.

Investors poured in. At its June peak, the stock was valued at around 95 times Corning's adjusted earnings in the prior four quarters.

Shares then sank about 46% in July, including a 12% drop on July 28 -- when Corning released second-quarter results with core earnings per share up 30%. Management's third-quarter forecast put core sales growth at around 16%, a bit under the second quarter's 17% rate.

On Sept. 11, Corning signed an agreement letting it issue up to $2 billion in new shares from time to time. Shares sank around 14% the next trading day. But at today's price, $2 billion is under 2% of what the whole company is worth (about $108 billion).

October has been tough, too. Shares are down around 19% so far this month, and the Oct. 22 drop was on a day the Nasdaq Composite slid over 2%.

Optical's boomMeanwhile, the business keeps improving. And one segment explains most of it.

Showing how central data centers have become to Corning, optical communications sales climbed 32% year over year to $2.07 billion in Q2. That followed growth of 24% in Q4 2025 and 36% in Q1 2026. In the segment, enterprise network sales (which include fiber products for hyperscale data centers) jumped 65%. And the segment's net income soared 77%.

Not only did optical communications make up around 44% of Corning's Q2 sales, compared with 39% a year before, but it also provided about $506 million of the $693 million year-over-year rise in core sales. In other words, about three-quarters of Corning's growth came from this one segment.

The shift is showing up in profits. Core earnings-per-share growth has accelerated, from 24% in Q3 2025 to 26% in Q4 and 30% in both Q1 and Q2 of 2026. Core sales growth, meanwhile, has stayed in the mid-to-high teens, so profits are rising almost twice as fast as sales. Core operating margin widened 1.9 percentage points to 20.9% in Q2.

Management's internal plan targets an annualized sales run rate of $40 billion by the end of 2030, over double the second quarter's pace of around $19 billion.

GLW Corning$123.69-$0.30 (-0.24%)

NYSE · As of 4:00 PM ET 10/23/26

The stock finally looks reasonably pricedThe sell-off has also cut the stock's valuation sharply. Shares now sell at around 44 times adjusted earnings for the past four quarters, under half the price-to-earnings ratio at the June peak. Plus, they cost about 29 times analysts' consensus 2027 earnings estimate.

For a company growing core earnings per share around 30%, I think this forward price-to-earnings ratio looks reasonable.

Of course, the risks haven't gone away. Much of Corning's growth relies on a few tech giants continuing to spend heavily on AI data centers, and any cutback there could hit the optical business hard. The stock has also shown it can drop 8% or more in one day. And if Corning uses its share-issuance agreement, current holders could have their stakes diluted.

So, is Corning a buy ahead of Tuesday's report?

I think the sell-off has made it worth a look. Given how much the stock can swing after a report, though, I'd be comfortable taking a position here and building it over time.

SAN DIEGO, Oct. 25, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of AST SpaceMobile, Inc. (NASDAQ: ASTS) securities between March 4, 2025 and July 15, 2026, all dates inclusive (the “Class Period”), have until Friday, November 13, 2026 to seek appointment as lead plaintiff of the AST SpaceMobile class action lawsuit. Captioned Hunter v. AST SpaceMobile, Inc., No. 26-cv-00378 (W.D. Tex.), the AST SpaceMobile class action lawsuit charges AST SpaceMobile as well as certain of AST SpaceMobile’s top executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the AST SpaceMobile class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-ast-spacemobile-class-action-lawsuit-asts.html

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: AST SpaceMobile, together with its subsidiaries, designs and develops the constellation of BlueBird satellites. According to the complaint, in September 2025, telecommunications company EchoStar Corporation announced that it had entered into a definitive agreement with SpaceX to sell its AWS-4 and H-block spectrum licenses (the “EchoStar Transaction”). The complaint alleges that, in connection with the EchoStar Transaction, SpaceX and EchoStar Corporation agreed to enter into a long-term commercial agreement, enabling EchoStar’s Boost Mobile subscribers to access SpaceX’s next generation direct-to-cellular (“D2C”) service provided by its telecommunications subsidiary Starlink Services, LLC.

The AST SpaceMobile class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) AST SpaceMobile’s increasing capital requirements were likely to increase AST SpaceMobile’s debt load and share dilution with greater frequency and at greater scale than defendants had signaled to investors; (ii) accordingly, defendants had overstated the sufficiency of AST SpaceMobile’s capital and liquidity position to achieve its strategic and business goals; (iii) defendants likewise overstated the durability of AST SpaceMobile’s competitive position in the satellite D2C market; (iv) even following the EchoStar Transaction, defendants continued overstating AST SpaceMobile’s competitive position in the satellite D2C market; (v) AST SpaceMobile was experiencing slow user adoption in the United States and Japan; (vi) the foregoing was likely to have a significant negative impact on AST SpaceMobile’s business and financial prospects; and (vii) as a result, defendants’ public statements were materially false and misleading at all relevant times.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired AST SpaceMobile securities during the Class Period to seek appointment as lead plaintiff in the AST SpaceMobile class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the AST SpaceMobile class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the AST SpaceMobile class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the AST SpaceMobile class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes. 
Services may be performed by attorneys in any of our offices. 

Contact:
        Robbins Geller Rudman & Dowd LLP
        Ken Dolitsky
        Michael Albert
        655 W. Broadway, Suite 1900, San Diego, CA 92101
        800/851-7783
        [email protected]

, /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Hims & Hers Health, Inc. (NYSE: HIMS) securities between August 4, 2025 and July 29, 2026, all dates inclusive (the "Class Period"), have until Monday, November 2, 2026 to seek appointment as lead plaintiff of the Hims & Hers class action lawsuit.  Captioned Velanki v. Hims & Hers Health, Inc., No. 26-cv-09313 (N.D. Cal.), the Hims & Hers class action lawsuit charges Hims & Hers as well as certain of Hims & Hers' top executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Hims & Hers class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-hims-hers-health-class-action-lawsuit-hims.html 

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Hims & Hers operates as a health and wellness platform that connects consumers to licensed healthcare professionals.

The Hims & Hers class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Hims & Hers shared consumers' health information with third-party advertising platforms; (ii) Hims & Hers charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is "right for them"; (iii) the foregoing conduct subjected Hims & Hers to regulatory scrutiny; (iv) as a result of the foregoing, Hims & Hers was reasonably likely to incur fees and penalties; and (v) as a result of the foregoing, defendants' positive statements about Hims & Hers' business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On July 29, 2026, the Federal Trade Commission allegedly announced it had filed a lawsuit against Hims & Hers "alleging that the telehealth provider shared consumers' sensitive health information about medical conditions with third-party advertising platforms despite claiming its services maintain consumers' privacy and deceives users about its billing and cancellation practices."  The Hims & Hers class action lawsuit further alleges that, according to the Federal Trade Commission's complaint, Hims & Hers engages in other deceptive advertising practices, including failing to "clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is 'right for them.'"  Additionally, the Hims & Hers class action lawsuit alleges that the Federal Trade Commission's complaint includes allegations that Hims and Hers "shared consumers' sensitive health information with third-party advertising companies and platforms . . . such as Meta Platforms, Inc. ('Meta') and Snap Inc. ('Snap')."  On this news, the price of Hims and Hers shares declined nearly 15%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Hims & Hers securities during the Class Period to seek appointment as lead plaintiff in the Hims & Hers class action lawsuit.  A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class.  A lead plaintiff acts on behalf of all other class members in directing the Hims & Hers class action lawsuit.  The lead plaintiff can select a law firm of its choice to litigate the Hims & Hers class action lawsuit.  An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Hims & Hers class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation.  Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025.  This marks our fourth #1 ranking in the past five years.  And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm.  With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig.  Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes. 

Services may be performed by attorneys in any of our offices. 

Contact:

          Robbins Geller Rudman & Dowd LLP

          Ken Dolitsky

          Michael Albert

          655 W. Broadway, Suite 1900, San Diego, CA 92101

          800/851-7783

          [email protected] 

SOURCE Robbins Geller Rudman & Dowd LLP

Rosen Law Firm, a global investor rights law firm, reminds investors about a class action on behalf of purchasers of securities of Hims & Hers Health, Inc. (NYSE: HIMS) between August 4, 2025 and July 29, 2026. Hims describes itself as a company that “operates a health and wellness platform that connects consumers to licensed healthcare professionals.”

For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653.

The Allegations: Rosen Law Firm is Investigating the Allegations that Hims & Hers Health, Inc. (NYSE: HIMS) Misled Investors Regarding its Business Operations.

According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) Hims shared consumers’ health information with third-party advertising platforms; (2) Hims charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them;” (3) the foregoing conduct subjected Hims to regulatory scrutiny; (4) as a result of the foregoing, Hims was reasonably likely to incur fees and penalties; and (5) as a result of the foregoing, defendants’ positive statements about Hims’ business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

What Now: You may be eligible to participate in the class action against Hims & Hers Health, Inc. Shareholders who want to serve as lead plaintiff for the class must file their motions with the court by November 2, 2026. A lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

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

About Rosen Law Firm: Some law firms issuing releases about this matter do not actually litigate securities class actions. Rosen Law Firm does. Rosen Law Firm is a recognized leader in shareholder rights litigation, dedicated to helping shareholders recover losses, improving corporate governance structures, and holding company executives accountable for their wrongdoing. Since its inception, Rosen Law Firm has obtained over $1 billion for shareholders.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261025114411/en/

On its earnings call held on Oct. 23, 2026, to review its 2027 fiscal year's second quarter, which ended Sept. 30, Booz Allen (BAH -0.32%) announced that it remains on track to meet full-year financial expectations while accelerating investments in cyber and defense technology. A multiyear transition toward outcome-based contracts and proprietary products is reshaping how the government contractor delivers solutions.

That strategic pivot aims to expand profit margins and decouple revenue growth from headcount over time. Three key takeaways from management's comments highlight where the business is heading.

1. Fixed Price Contracts Drive Margin ExpansionManagement is actively shifting its contract portfolio toward firm fixed price structures, where the company agrees to deliver outcomes at a set price rather than billing for labor hours and expenses. This transition allows the business to capture higher profits as it improves operational efficiency and deploys reusable software tools across national security clients.

Within national security, our firm fixed price contract mix has increased by three percentage points year to date. This shift is creating opportunities to bring more value to our customers and improve profitability over time.
-- Kristine Martin Anderson, President and Chief Operating Officer2. Advanced Technologies Decouple Revenue From HeadcountTraditional government consulting relies heavily on adding staff to grow sales, but new software products in cybersecurity and defense tech allow the business to scale faster without matching headcount growth. Commercial betas, like the Guile counter-superintelligence tool, demonstrate how proprietary technology can generate higher-margin revenue while solving urgent threat management problems for federal clients.

We added over 300 employees in national security this quarter, and we are rapidly building our technologies, and we will be decoupling growth from headcount.
-- Kristine Martin Anderson, President and Chief Operating Officer3. National Security Backlog Offsets Civil Segment WeaknessA 20% expansion in the qualified national security pipeline reflects strong demand for defense capabilities, giving management visibility into revenue acceleration for the second half of the fiscal year. That defense momentum helps cushion temporary headwinds in the civil government portfolio, where customer procurement decisions and contract awards have faced scheduling delays.

We have significant backlog of funded work to execute on, and have aggressively scaled up our hiring. We continue to see strong demand signals across the portfolio, with our qualified pipeline and national security up more than 20% year over year compared to this time last year. Our civil business declined 15% year over year, slightly better than we guided to last quarter.
-- Troy J. Lahr, Executive Vice President and Chief Financial OfficerLooking AheadOperational momentum across defense and cybersecurity programs is building as customer demand accelerates for mission-critical technology solutions. The company relies on its deep technical domain expertise and established customer relationships, while watching contract conversion rates and award timing across civil agencies.

On the whole, we remain on track with the expectations we laid out for the fiscal year. Heading into the second half of the year, our three operating priorities are delivering excellent outcomes for our customers, driving strong business execution, and transforming and investing for growth.
-- Kristine Martin Anderson, President and Chief Operating OfficerBy embedding artificial intelligence and reusable software into core offerings, the company positions itself to capture higher-margin opportunities across federal end markets.

Certainly, as we are planning the business, as we are executing the business, our goal is to expand margins for the foreseeable future.
-- Horacio D. Rozanski, Chairman and Chief Executive OfficerThe Motley Fool has positions in and recommends Booz Allen Hamilton. The Motley Fool has a disclosure policy.

SpaceX (SPCX +1.89%) could be preparing to shake up the U.S. wireless industry. The company reportedly wants to build a nationwide mobile network to compete with established wireless carriers. While that could be bad news for legacy mobile carriers, it could create a tremendous opportunity for two dividend-paying real estate investment trusts (REITs) that own cell towers: Crown Castle (CCI +9.06%) and American Tower (AMT +4.08%).

Here's a look at the SpaceX rumors and which infrastructure REIT to buy if they prove to be true.

Image source: Getty Images.

SpaceX could supercharge demand for cell towersEarlier this month, SpaceX agreed to purchase a low-band spectrum portfolio from private equity firm Grain Management for $8 billion. This spectrum improves range and allows signals to penetrate through walls and tree cover. It put the company a step closer to launching a mobile service in the U.S.

Now, the company is reportedly taking another step toward that strategy by seeking to secure space on telecom towers. According to a Bloomberg report, SpaceX is looking for access to 80,000 cell tower sites in the U.S. That report noted it's in talks with Crown Castle about space on its tower network. The REIT currently owns, operates, and leases about 40,000 sites across the U.S. American Tower is also a leading tower owner with 42,000 sites across the U.S. and Canada (and more than 106,000 properties in other international markets).

SPCX Space Exploration Technologies$147.49+$2.74 (+1.89%)

NASDAQ · As of 4:00 PM ET 10/23/26

The REITs lease space on those towers to the country's three national mobile carriers (Verizon, AT&T, and T-Mobile) and other customers. Adding a fourth national carrier would create a new source of demand for space on existing towers. That's noteworthy because tower economics significantly improve with each additional tenant. Due to the high fixed costs of building a tower, the return on investment for a single-tenant lease is low, but increases exponentially with each additional tenant. For example, a sample tower economics model in an American Tower investor presentation shows a 3% return on investment for a single tenant, 13% for two tenants, and 24% for three tenants.

However, there's no guarantee that SpaceX will sign definitive leasing agreements. According to an estimate by TD Cowen, it would cost more than $80 billion to build out a nationwide network. That's a massive capital outlay for a company that's already spending heavily on AI and space. It could partner with an existing carrier, such as T-Mobile.

Two dividend stocks that could benefitStill, if SpaceX did need space on 80,000 U.S. towers, that would provide a major boost to the country's top infrastructure REITs. Crown Castle has the most to gain from this potential agreement, as it's now the only pure-play U.S. tower REIT after selling its fiber and small-cell assets earlier this year in an $8.5 billion deal. The company believes the sale will put it in a stronger position to become a best-in-class operator in the U.S. market, which it believes is the strongest in the world.

CCI Crown Castle$85.97+$7.14 (+9.06%)

NYSE · As of 4:00 PM ET 10/23/26

The company is currently experiencing a decline in customer demand for space on its towers. T-Mobile's 2020 merger with Sprint has been a headwind for Crown Castle, as the larger carrier has been consolidating its tower leases. Additionally, DISH Network abandoned its plan to build a nationwide 5G network and is also canceling leases. That has been weighing on site rental revenue, which declined 4% in the third quarter. A new SpaceX lease would help offset this lost revenue. That could put Crown Castle in a position to begin rebuilding its dividend (currently yielding 5%), which it cut after selling its fiber and small-cell assets.

American Tower could also benefit from SpaceX's entry into the U.S. wireless market. While it has faced the same Sprint and DISH headwinds as Crown Castle, its more diversified platform, which includes U.S. data centers, has helped offset them. Its total property revenue was up 6% in the third quarter, thanks in part to its data center platform benefiting from the AI boom, with record leasing. That has enabled it to continue growing its dividend (nearly 4% current yield). A tower deal with SpaceX would only further enhance its already solid growth.

Which dividend stock looks more attractive?SpaceX's potential expansion into the U.S. wireless market could provide a significant boost to the country's largest cell-tower owners. Crown Castle might have more upside from a potential agreement because of its concentrated U.S. footprint. However, American Tower offers investors a more diversified growth platform that doesn't depend as heavily on a SpaceX deal materializing. That's why I'd lean toward buying American Tower if I were choosing between the two.

A little over a year ago, Nvidia (NVDA -0.59%) CEO Jensen Huang made a bold projection: He informed investors that Nvidia expects global data center capital expenditures to reach up to $4 trillion annually by 2030. What's even more impressive is the floor he gave for this projection was $3 trillion. He recently reaffirmed this forecast.

Those are huge figures, but what might they mean for Nvidia stock? 

Nvidia CEO Jensen Huang. Image source: Nvidia.

Nvidia could be a far larger company in a few years This year, Nvidia expects the big five AI hyperscalers alone to spend nearly $800 billion on data center capital expenditures. That doesn't include the many smaller players that are building their own AI infrastructure. I think it's reasonable to estimate that total data center capex will be around $1 trillion this year, which means Huang's projection points to the market tripling to quadrupling between now and 2030.

For argument's sake, let's say Nvidia can maintain its market share. I think this is a conservative estimate because a significant chunk of today's AI capex is being spent on data center construction rather than on filling those facilities with chips and servers. Data centers take a while to construct, so the back half of the build-out will be more chip-loaded. This tilt would offset any potential loss of market share for Nvidia's GPUs as other companies' custom AI chips become more popular.

NVDA Nvidia$210.96-$1.25 (-0.59%)

NASDAQ · As of 4:00 PM ET 10/23/26

This year, Wall Street analysts estimate Nvidia will generate $412 billion in revenue. If Nvidia's revenue can triple to quadruple based on these estimates, that would place its revenue between $1.2 trillion and $1.6 trillion annually.

Suppose Nvidia can deliver a 50% profit margin (its current level is 64%); that would indicate anywhere from $600 billion to $800 billion in profits. At a valuation of 30 times earnings, Nvidia would have a market cap of $18 trillion to $24 trillion; it's about a $5.4 trillion company right now.

I'm not saying that Nvidia will deliver that kind of huge growth. Still, if the market it serves grows as Nvidia expects (and its position as a key supplier gives it a lot more information about the long-term build-out trajectories of its clients than investors have access to) and Nvidia maintains its market share, that would indicate the stock has huge upside ahead.

I think Nvidia is among the best buys in the market right now, and it's time to take advantage.

Keithen Drury has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.

NEW YORK, Oct. 25, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Hyliion Holdings Corp. (NYSE: HYLN) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Hyliion securities between May 12, 2026 and June 23, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/cases/hyliion-holdings-corp-hyln-class_action_lawsuit.

Hyliion Case Details

The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that:

(1) in order to cause rapid price appreciation in Hyliion stock, Defendants announced a deal with an entity that was very recently formed and does not appear to have any actual business operations;(2) Thomas Healy, the Company's Chief Executive Officer (CEO), and Jon Panzer, the Company's Chief Financial Officer (CFO), timed the announcement and the foregoing price appreciation to insider trading; and(3) as a result, defendants' statements about Hyliion's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.
What's Next for Hyliion Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/cases/hyliion-holdings-corp-hyln-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Hyliion you have until October 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Hyliion Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Hyliion Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

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Prior results do not guarantee similar outcomes.

It has been an exceptional year for many stocks in the S&P 500 (^GSPC -0.52%). CrowdStrike (CRWD +8.25%) has risen by more than 100%, and it's still only the 19th-best-performing stock in 2026. There have been many years when a performance like that would've claimed the top spot.

But after that remarkable run-up, has the stock gotten too far ahead of itself, or is CrowdStrike still worth buying?

Image source: Getty Images.

CrowdStrike combines AI and cybersecurity
People are using AI in a myriad of ways, but not every one of those uses is good or safe. Cybercriminals are arming themselves with AI tools to exploit systems' vulnerabilities, and that has made them more dangerous than ever. As a result, it's more important than ever for businesses and other organizations to have great cybersecurity. CrowdStrike is one of the best options due to its wide-ranging product lineup and focus on endpoint protection.

CRWD CrowdStrike$257.57+$19.63 (+8.25%)

NASDAQ · As of 4:00 PM ET 10/23/26

Its endpoint protection platform learns to recognize what is normal usage and what is abnormal at each of its network access points. If it detects an abnormality, it can shut down the device before any damage is done. This protects a company's systems from intruders, but CrowdStrike also has 32 other modules that can be combined in customized packages to provide complete cybersecurity coverage tailored to customers' needs.

Currently, 51% of CrowdStrike's clients use at least six of its products. This percentage has been steadily increasing, which shows that it has a strong ability to upsell to its customers.

CrowdStrike has delivered strong growth recently, with its annual recurring revenue rising 25% year over year in its fiscal 2027 second quarter (which ended July 31), and overall revenue growing by 26%.

CRWD Revenue (Quarterly YOY Growth) data by YCharts.

This was a slight acceleration over previous quarters, and Wall Street analysts project CrowdStrike will deliver 23% revenue growth next year. That seems like a slow growth pace for a company that just doubled its share price in under a year, which is raising some red flags for me as an investor.

The question is, was CrowdStrike's valuation low enough to warrant this kind of rise with a relatively slow growth rate? The answer is no.

CrowdStrike is not a consistently profitable business, so valuing the stock based on sales makes the most sense. From this standpoint, CrowdStrike is now around the most expensive it has been during its entire existence in the public market. When it reached its all-time high P/S ratio in late 2021 (right before the software sector crashed in 2022), it was growing at a far faster pace than it is now.

CRWD Revenue (Quarterly YoY Growth) data by YCharts. PS = price-to-sales.

This is a major red flag for me, as it shows that CrowdStrike's stock performance this year has been driven more by hype than its actual business performance. With the situation not looking like it will change anytime in the near future, I think it may be time for shareholders to take some of their gains off the table and find a new stock to invest in, as the expectations priced into CrowdStrike's stock now are just too high.

New York, New York--(Newsfile Corp. - October 25, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Fluence Energy, Inc (NASDAQ: FLNC) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Fluence Energy securities between November 24, 2025 and September 16, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/cases/fluence-energy-inc-flnc-class_action_lawsuit.

Fluence Energy Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:

Fluence Energy's ability to deliver its backlog and recognize the revenue underlying its fiscal 2026 guidance depended on new contract manufacturing facilities, including facilities that were not completed, not operational, and/or not capable of producing at the volumes the guidance assumed; the corrective measures Fluence Energy had implemented to address production problems at its contract manufacturers were not remediating those problems, which persisted and extended to Fluence Energy's new facilities; as a result, a material portion of the backlog that defendants represented as "securing" or "covering" Fluence Energy's fiscal 2026 revenue guidance were likely to be delivered and recognized in fiscal 2026; and as a result of the foregoing, defendants' positive statements about Fluence Energy's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for Fluence Energy Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/fluence-energy-inc-flnc-class_action_lawsuit, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Fluence Energy you have until November 30, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Fluence Energy Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Fluence Energy Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com.

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/316674

Source: Bronstein, Gewirtz & Grossman, LLC

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NEW YORK, Oct. 25, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Duolingo, Inc. (NASDAQ: DUOL) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Duolingo securities between May 2, 2025 and February 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/cases/duolingo-inc-duol-class_action_lawsuit.

Duolingo Case Details

The Complaint alleges that throughout the Class Period, Defendants failed to disclose that:
(1)   Daily Active User (“DAU”) growth rates were being leveraged against deliberately added user friction in the form of significant increases in ad volume, subscription tier upsells, and worsened product quality, and Duolingo understood that any amount of user friction would cause users to leave the app and, ultimately, negatively impact DAU growth rates;
(2)    the Company’s rigorous A/B testing demonstrated that increased friction in the free user experience was having negative impacts on DAU growth rates;
(3)   Duolingo’s quickly generated AI content was worsening the quality of the Company’s product offerings, negatively impacting the user experience and user trends, and threatening the sustainability of the Company’s financial performance; and
(4)   Duolingo’s constant A/B testing informed the Company that its monetization push and lower-quality, rapidly generated AI content were degrading the Duolingo product experience and the value proposition of its subscription tiers.

What's Next for Duolingo Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/cases/duolingo-inc-duol-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Duolingo you have until December 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Duolingo Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Duolingo Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.

Coca-Cola (KO -2.76%) has delivered for investors this year. The stock has scored total returns of 35% since the beginning of the year. That is well above the 14% total return of the S&P 500 (^GSPC -0.52%), an unusual performance for a mature company accustomed to single-digit revenue growth.

As a result, Coca-Cola stock is having its best year since 1996. Still, even though its performance could continue, the stock's growth could face a roadblock in its archrival, PepsiCo. Here's how.

Image source: The Motley Fool.

PepsiCo's total return for 2026 is around -3%, far below Coca-Cola's. Still, despite that performance, PepsiCo's stock is becoming the better buy on just about every level.

KO Total Return Level data by YCharts

Admittedly, PepsiCo reported negligible revenue growth for years as consumer tastes shifted away from its products. However, improvements began in fiscal 2025 as it cut prices on some items and added healthier ingredients to its products.

That shift should highlight PepsiCo's increasingly attractive financials, and its revenue growth was 6% in its latest quarter, close to Coca-Cola's 7%.

That is likely not enough of a difference to justify Coca-Cola's considerable valuation premium. Currently, it trades at 29 times earnings, far above PepsiCo's P/E ratio of 17. Moreover, PepsiCo's dividend yield of 4.2% is meaningfully higher than Coca-Cola's 2.2%. Even though Coca-Cola's 64-year dividend increase streak is longer than PepsiCo's at 54 years, both hold Dividend King status, meaning companies that have increased their payouts for 50 years or more.

$92.71-$2.63 (-2.76%)

NYSE · As of 4:00 PM ET 10/23/26

This is not to say that Coca-Cola is a sell. Coca-Cola owns over 200 beverage brands that remain popular globally, and analysts forecast 4% revenue growth during 2026. That is likely enough to keep the more conservative, income-oriented shareholders in Coca-Cola stock.

Nonetheless, PepsiCo's improvements make its lower P/E ratio and higher dividend yield more attractive. That factor alone suggests that Coca-Cola could struggle to attract additional buyer interest.

Will Healy has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Walmart (WMT -1.02%) is offering a bundled subscription deal that could knock Amazon's (AMZN -0.95%) Prime membership off its pedestal. Earlier this week, the company announced a combined Walmart+ and Sam's Club Plus membership for just $120 per year. That's $100 less than the two programs priced separately, and $19 less than Amazon Prime's $139 cost.

WMT Walmart$119.89-$1.23 (-1.02%)

NASDAQ · As of 4:00 PM ET 10/23/26

The bundle includes free delivery, 2% Sam's Cash on select purchases, $0.10 off per gallon of gas, and a choice between Peacock and Paramount+ streaming, among other perks. The catch is that it is only available as an annual subscription, and there's no free trial or monthly option available at this time.

Memberships have proven to be lucrative revenue channels for companies like Walmart and Amazon. Shoppers tend to spend significantly more with the merchant when they have a membership, roughly four times as much as non-members in Walmart's case.

So can Walmart's new subscription bundle dethrone Amazon Prime? Probably not. Amazon Prime is so deeply entrenched at this point that the mix of streaming, fast shipping, and ubiquity among consumers is almost immovable. However, Walmart doesn't have to beat Amazon to succeed. This is what investors should focus on.

Image source: The Motley Fool.

This particular offering strengthens Walmart's flywheel and advertising business. Walmart stock trades at a hefty premium, leaving little room for stumbles this holiday season. Some investors may want to wait for a better entry point. Still, overall, Walmart is an incredibly strong business that just created a new product that will help solidify and deepen customer engagement.

Shares of Walmart have risen nearly 6% year to date as of this writing. The stock is trading at roughly 40 times both forward and trailing earnings. The company's e-commerce segment continues to grow substantially, increasing 23% in the fiscal 2027 second quarter. Walmart's membership growth was also impressive at 17%.

Whether it overtakes Amazon or not, Walmart is a worthy investment.

Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Walmart. The Motley Fool has a disclosure policy.

Altria reports October 29 with its stock up 35% this year, but the last two earnings days each sent shares tumbling. Whether Marlboro pricing can keep outrunning shrinking volumes while on! PLUS takes on ZYN will determine if that rally…

Altria Group (NYSE:MO | MO Price Prediction) reports third-quarter results before the open on October 29. The stock is up 35.13% year to date, so investors will be looking for proof that Marlboro pricing can keep outpacing cigarette volume losses.

Pricing Carried Q2, but Charges Spoiled the Headline
Last quarter, adjusted EPS of $1.48 missed the $1.4976 consensus, while revenue of $5.36B came in slightly ahead of estimates. Results absorbed $88M in USSTC consolidation charges and $95M in litigation costs. Shares fell 9.32% on report day.

Beneath the miss, pricing held up. Smokeable price realization reached 4.5%, Marlboro retail prices rose about 7%, and segment adjusted OCI margin expanded to 64.8%. Reported domestic cigarette volumes fell 3.2%, which management called the fourth consecutive quarter of moderating industry declines.

Management also raised the low end of full-year adjusted EPS guidance, putting the range at $5.61 to $5.72. Shares have gained 7.77% over the past month.

Wall Street Expects Modest Growth

Metric
Consensus
Year-Ago Actual
Implied YoY Growth

Q3 2026 Normalized EPS
$1.5095
$1.45
4.1%

Q3 2026 Revenue
$5.31B
$5.251B
1.1%

FY 2026 Normalized EPS
$5.6774
$5.42
4.7%

FY 2026 Revenue
$20.56B
N/A
N/A

Marlboro Share and on! PLUS Will Decide the Story
Marlboro’s retail share is the first thing I’ll be watching. It slid from 40.4% a year ago to 39.5% last quarter, while the industry’s discount share rose to 33.8%. Altria is leaning on Basic and the new Marlboro Cowboy Cut to keep squeezed smokers inside its portfolio, but Basic faces tougher comparisons in the second half. Greater promotions could chip away at those margins.

CEO Sal Mancuso said the price-elasticity coefficient of negative 0.35 “continues to hold steady.” Inflation and gas prices keep squeezing lower-income buyers, so you should check whether that coefficient still holds.

In oral tobacco, nicotine pouches now make up nearly 60% of the category, yet segment shipment volume fell 8.5% last quarter. on! PLUS reached 120,000 stores, and Altria planned to take the 12-milligram version national in the third quarter. Repeat purchases and on! retail share (8.6% last quarter) will show whether Altria can win back ground from rivals like ZYN.

Finally, CFO Heather Newman said export-related tax credits should be split more equally between the third and fourth quarters. If those refunds come in strong, they could add significantly to earnings.

A Clean Quarter Would Reinforce the Income Case
Altria’s last two misses sent the stock down 5.34% and 9.32% on report day, so the market has little patience for setbacks. If pricing again offsets volume and on! PLUS gains traction, Altria strengthens its case as a steady compounder with a mid-single digit dividend growth target through 2028 (Altria’s multi-decade raise streak puts it in rare company, and we ranked ten of those payers by valuation in a free Dividend Kings report). The buyback authorization still has $665 million left and expires at year-end, so I’ll also be watching for a new capital return plan.

Contact [email protected] for any questions or corrections.

Merck reports Q3 earnings on Oct. 29 with KEYTRUDA's 2028 patent clock ticking louder, and whether LIPFENDRA, QLEX, and WINREVAIR can shoulder the load will define whether management's "hill not a cliff" narrative holds up.

Merck (NYSE:MRK | MRK Price Prediction) reports third-quarter results on Thursday, Oct. 29. KEYTRUDA still anchors the business, but I’ll be watching whether newer launches are growing fast enough to cushion the drug’s 2028 patent loss.

New Launches Are Carrying More of the Load
Last quarter, revenue rose 5.07% to $16.61 billion, beating the $16.37 billion consensus. The non-GAAP loss of $0.13 per share came in smaller than the expected $0.2576 loss despite a $2.31 per share charge tied to Terns Pharmaceuticals (NASDAQ:TERN). Management also raised 2026 sales guidance to $66.3 billion to $67.3 billion.

Product mix changed toward newer launches. KEYTRUDA slid 1% to $7.904 billion, while subcutaneous KEYTRUDA QLEX rose to $463 million from $128 million in Q1. WINREVAIR grew 75% to $588 million.

The FDA has since added HYPERION data to WINREVAIR’s label, and Merck and Daiichi Sankyo withdrew their accelerated approval application for I-DXd in small-cell lung cancer. Shares closed at $145.27, up 40.88% year to date but down 1.9% over the past month.

Consensus Has Drifted Lower

Metric
Consensus
Prior Year
YoY Change

Q3 EPS
$2.0947
$2.58
-18.8%

Q3 Revenue
$17.35B
$17.276B
+0.4%

FY2026 EPS
$2.6603
$8.98
-70.4%

FY2026 Revenue
$67.05B
$65.01B
+3.1%

Q3 EPS estimates have fallen from $2.2810 90 days ago. The year-ago quarter also included roughly $250 million of wholesaler timing benefit that management says will not repeat.

LIPFENDRA’s Debut and QLEX Conversion Top My List
LIPFENDRA, the first approved oral PCSK9 inhibitor, gets its first full quarter on the market. Management cautioned that access and adoption will take time, so I’ll be watching early prescription trends and payer coverage against 30 million U.S. patients on lipid-lowering therapy who remain above recommended LDL levels.

QLEX conversion is the second test. Adoption picked up after a permanent J-code arrived in April, and every patient moved to subcutaneous dosing helps defend the franchise.

For WINREVAIR, more than 1,800 new U.S. patients received prescriptions in Q2. You should look at whether the expanded label and international launches keep that pace.

On the pipeline, I want updates on sac-TMT and its 17 Phase 3 trials, calderasib’s KRAS G12C program, and the intismeran vaccine partnered with Moderna (NASDAQ:MRNA) following Phase 3 melanoma data. Doctors called those results a major advancement amid reports of a possible data leak. Offsets matter too: JANUVIA/JANUMET fell 31% last quarter, and OHTUVAYRE faces an unwind of Q2 specialty pharmacy buying.

A Shallow Hill Needs Visible Proof
CEO Robert Davis calls the KEYTRUDA exclusivity loss “more of a hill than a cliff,” backed by over 20 new products representing greater than $70 billion of commercial opportunity. Analysts still cut full-year EPS estimates 10 times in the past 30 days, with no upward increases. Measurable traction from LIPFENDRA, QLEX and WINREVAIR this quarter would make that hill look a lot easier to climb.

Contact [email protected] for any questions or corrections.

Newmont Corp. NYSE: NEM reported record third-quarter adjusted earnings on Oct. 22. However, the more important story for gold investors may be the price of gold itself.

Newmont Today

$108.72 -5.40 (-4.73%)

As of 10/23/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

$76.05▼

$135.290.96%

12.64

$137.25

The yellow metal has pulled back considerably from its December 2025 levels. Spot gold has traded between roughly $4,100 and $4,200 per troy ounce in October. That’s below the $4,500 assumption built into Newmont’s 2026 guidance.

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Most investors are asking why gold is down. The better question may be why it isn’t down more. Interest rates are rising. The dollar should, in theory, be getting stronger. Oil prices are higher, which squeezes miners’ costs. Each of those is a traditional headwind for gold.

Yet gold appears to have found a solid floor near $4,000 an ounce.

That resilience is the tell. It suggests buyers are stepping in on dips rather than heading for the exits.

For a low-cost producer like Newmont, a durable floor matters more than a headline-grabbing peak. Even at $4,000 gold, Newmont’s full-year cost guidance leaves a margin of nearly $2,500 an ounce.

Here’s what the world’s largest gold miner reported, and why the floor matters for NEM stock.

Record Q3 Earnings Despite a Lower Realized Gold PriceNewmont reported adjusted net income of $2.3 billion, or $2.20 per diluted share. That was a third-quarter record. GAAP earnings came in at $2.35 per share. Revenue rose 15% year-over-year to $6.36 billion, and adjusted EBITDA reached $4 billion.

The average realized gold price was $4,317 per ounce. That was down $97 from the second quarter but up 22% from a year ago.

The company produced 1.3 million attributable gold ounces, plus 11 million ounces of silver and 23,000 tonnes of copper. Newmont reaffirmed full-year production guidance of 5.3 million ounces. It expects the fourth quarter to be its strongest of the year.

Costs Are Improving, But Watch the Fourth QuarterAll-in sustaining costs (AISC) were $1,454 per ounce, down 10% from the second quarter. Newmont also improved full-year AISC guidance to $1,520 per ounce. At the third quarter’s realized price, that implies a margin of roughly $2,860 per ounce.

There’s a catch. Newmont guided fourth-quarter AISC to $1,900 per ounce. Higher sustaining capital, lower silver output at Peñasquito, and higher oil prices are the drivers. Management also expects unit costs to trend higher in 2027. That may explain why NEM shares fell about 4% in Friday's session.

Free Cash Flow Funds Buybacks and DividendsNewmont generated $1.9 billion in free cash flow during the quarter. It has returned $1.9 billion to shareholders since its last earnings call. That includes $1.6 billion in buybacks, with $2.8 billion left on its $6 billion authorization.

The company has retired more than 115 million shares since February 2024, about 10% of its share count. Newmont also declared its quarterly dividend of 26 cents. Its framework holds total dividends near $1.1 billion a year. That means per-share payouts rise as the share count falls.

The balance sheet remains strong. Newmont ended the quarter with $8.8 billion in cash and a $3.2 billion net cash position. That’s before a planned $1.95 billion payment to Barrick NYSE: B under the amended Nevada Gold Mines agreement.

Red Chris Signals Confidence in Gold’s FloorNewmont also updated investors on its Red Chris Block Cave project in British Columbia. Development capital is estimated at $4.2 billion to $4.8 billion. A final investment decision is expected in early 2027, with commercial production targeted for 2033.

The detail worth noting is the stress test. Newmont says the project delivers a double-digit return across scenarios that include $3,600 gold. That’s roughly $500 below recent spot prices. Management is committing billions over the next decade at a price well below today’s floor.

Mining Stocks Offer Gold Exposure Without Custody ConcernsFor investors seeking gold exposure, physical bullion carries practical hurdles. Owners must arrange secure storage, insurance, and, eventually, authentication when they sell. Dealer premiums and bid-ask spreads can also eat into returns. Gold ETFs solve some of that, but they hold metal without generating cash.

A miner like Newmont sits in a brokerage account like any other stock. It also offers operating leverage. Newmont estimates that every $100 move in gold changes its revenue and costs by about $505 million. And unlike a gold bar, it pays a dividend.

That leverage cuts both ways. Miners carry operating risks that bullion doesn’t. Newmont dealt with a seismic event at Cadia this year and is monitoring drought conditions at Lihir.

Gold’s $4,000 Floor Could Support NEM SharesNewmont’s quarter shows a business generating strong cash at gold prices well below this year’s highs. Technically, NEM is testing its 200-day simple moving average near $112.45. If gold’s $4,000 floor holds, that level could prove to be a floor for the stock as well.

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Back in August, I made a bullish prediction about Palantir Technologies (PLTR +0.28%): I said the artificial intelligence (AI) software company would reach $220 per share before the end of 2026, driven by its outstanding revenue growth and increasing demand from commercial customers.

I'm sticking with that prediction. But Palantir has some work to do.

On Friday, shares were trading in the $190 to $198 range, leaving the stock roughly 11% to 16% below my target. And with Palantir scheduled to report third-quarter earnings on Nov. 2, investors are about to get a much better idea of whether my prediction will come true.

I think Palantir needs to deliver three things to make a run at $220.

Image source: Getty Images.

1. Quarterly revenue needs to top $2.3 billion Palantir has established a remarkable track record of accelerating revenue growth, thanks largely to businesses adopting its Artificial Intelligence Platform (AIP).

Second-quarter revenue jumped 93% year over year to $1.94 billion. U.S. commercial revenue was particularly impressive, climbing 149% to $764 million, while U.S. government revenue increased 90% to $809 million. Those are outstanding numbers for a company of Palantir's size.

But management's third-quarter revenue guidance of approximately $2.16 billion implies sequential growth of roughly 12%, compared with about 19% in the second quarter. That seems awfully conservative to me.

Palantir has consistently beaten its revenue guidance this year, and another quarter of 19% sequential growth would put revenue at approximately $2.3 billion.

That's the number I'm watching. If Palantir's revenue is growing at an accelerating rate, that would be an important bullish signal to the market.

PLTR Palantir Technologies$196.75+$0.56 (+0.28%)

NASDAQ · As of 4:00 PM ET 10/23/26

2. Sales tied to the company's AI sovereignty efforts must increase One of Palantir's more interesting opportunities involves the market for AI sovereignty services -- helping organizations maintain control over their data and AI operations rather than surrendering much of that control to external technology providers. It has been a primary focus of CEO Alex Karp in recent months.

It's a natural fit for Palantir. The company's software already helps customers connect their data, build digital models of their operations, and deploy AI applications while maintaining control over sensitive information.

Palantir has used its client boot camps to demonstrate how its software can solve potential customers' operational problems. Its sovereignty-focused efforts offer another way to introduce organizations to those capabilities.

But there's an important distinction between demonstrating what software can do and getting customers to pay for it. In the Q3 report, I will be looking for fresh evidence that these efforts are producing meaningful business. That could include new contracts, larger customer commitments, or management providing specific information about how sovereignty-related demand is contributing to growth.

Palantir's commercial business has already been expanding rapidly. Showing that its sovereignty initiatives are generating additional revenue would give investors another reason to believe that growth can continue.

3. Sterling profit margins must get even better Revenue growth gets most of the attention when Palantir reports earnings. But profitability deserves just as much scrutiny.

Palantir reported an adjusted operating margin of 62% in the second quarter, up from 60% in the first quarter. That's an extraordinary level of profitability for a software company that's growing as quickly as Palantir.

It also raises expectations.

One of the advantages of selling software is that revenue can grow much faster than expenses once the company has developed its products and infrastructure. That allows a larger fraction of each incremental sale to be converted into operating profit.

I'd like to see Palantir push its adjusted operating margin above 62% in the third quarter. If revenue growth continues to accelerate while margins expand, it would strengthen the argument that Palantir will eventually justify its currently expensive valuation.

Can Palantir reach $220 in 2026? I'm still bullish on Palantir. Its AIP has become an increasingly important tool for businesses that are looking to put AI to work, and its financial results have supported that enthusiasm.

But the stock isn't cheap, and investors have already priced in tremendous expected growth.

That's why the Nov. 2 report matters so much.

Revenue above $2.3 billion, evidence of meaningful business from AI sovereignty, and another improvement in operating margins would make a compelling case that Palantir's business momentum hasn't peaked.

I don't expect Palantir stock will reach $220 this year simply because management delivers another good earnings report. It needs to give investors a reason to raise their expectations.

But if Palantir delivers on all three of these points, I think my prediction has a good chance of coming true.

Eli Lilly reports earnings on October 29 with a five-quarter winning streak, a stock already up nearly 20% this year, and a pipeline that could either extend its dominance or expose just how much depends on two drugs.

Eli Lilly (NYSE:LLY | LLY Price Prediction) reports third-quarter results on October 29. It brings a streak of 5 consecutive EPS beats and a stock that has run hard into the report. I’m watching three catalysts that could keep the rally going.

Record Growth Meets Sliding EPS Estimates Last quarter, revenue rose 47.7% to $22.97 billion, topping estimates by 11.06%. Non-GAAP EPS of $8.38 beat the $6.5845 consensus, even after $3.03 per share of acquired IPR&D charges.

Mounjaro sales climbed 91% to $9.94 billion, and Zepbound grew 46% to $4.93 billion. Management raised 2026 revenue guidance for the second time, to $85 billion to $87 billion.

Since then, shares gained 10.64% over the past month and 19.07% year to date. Q3 EPS estimates went the other way. They fell to $6.6684 from $9.8749 a month ago, with 7 downward revisions against 3 upward. That decline matches Lilly’s deal flow since Q2, because its non-GAAP EPS absorbs acquired IPR&D.

Wall Street’s Q3 and Full-Year Bar Metric Q3 2026 Consensus YoY Growth FY2026 Consensus YoY Growth Normalized EPS $6.6684 -5.0% $34.5858 42.9% Revenue $22.62 billion 28.5% $88.68 billion 36.1% Guidance, Pricing, and the Pill Will Set the Tone 1. Another guidance raise. Full-year revenue consensus of $88.68 billion already sits above the top of Lilly’s range. I’ll be watching whether international tirzepatide demand, which drove 172% international Mounjaro growth in Q2 after China’s NRDL inclusion, supports a third raise.

2. Volume outrunning price. U.S. price fell 9% excluding rebate adjustments last quarter. CFO Lucas Montarce said on the Q2 call, “We’re going to more than offset that with volume growth.” The Medicare GLP-1 Bridge program expanded access to Lilly’s obesity medicines by 35%, so you should look for that lift in Zepbound volumes.

3. Foundayo and retatrutide. Foundayo generated $98 million in its launch quarter, and management said late-July volume was “almost doubling” from a month earlier. Retatrutide targets a U.S. BLA submission in Q1 2027. CEO David Ricks said Lilly has “all the clinical data we need to submit,” with manufacturing (CMC) work remaining, so any timeline update matters.

Competition remains intense. Lilly says Zepbound delivered more weight loss than Novo Nordisk (NYSE:NVO)’s Wegovy HD in an indirect comparison. Even so, Novo’s pricing moves are a real risk to margins.

A Two-Drug Giant Needs Its Next Act Mounjaro and Zepbound produced $14.9 billion combined last quarter, so Lilly’s roughly $1.135 trillion valuation leans heavily on tirzepatide. Beats can still disappoint. In Q2 2025, Lilly topped EPS estimates and shares fell 14.14% on report day. If management shows Foundayo scaling and retatrutide moving toward approval, I think this report can show that Lilly’s growth reaches well beyond its current blockbusters.

Contact [email protected] for any questions or corrections.

Roblox reports earnings on Oct. 29 with bookings guided for a double-digit decline and the stock already down 34% this year, and whether summer sensation Steal an Egg converted players into paying users could decide if the platform's big retention…

Roblox (NYSE:RBLX | RBLX Price Prediction) reports third-quarter results on Thursday, Oct. 29. A string of guidance cuts and slowing bookings marked the first half of 2026. I want to know whether the summer hit Steal an Egg turned new engagement into real spending.

Monetization Slump Meets a Lowered Bar Last quarter, revenue grew 36% to $1.5 billion. Bookings rose only 8% to $1.6 billion, which was the low end of guidance. DAUs reached 123 million, up 10% year over year. Management blamed two things: players moving away from high-spending viral games, and a recommendation algorithm that now puts long-term retention ahead of near-term spending.

CEO David Baszucki said bookings came in “below our internal goal.” For Q3, Roblox guided bookings to $1.58 billion to $1.65 billion. That would be a 14% to 18% decline from last year’s record quarter. Management also decided not to update its full-year outlook.

The stock closed at $52.91. It’s down 34.73% year to date but up 7.96% over the past month.

Consensus Points to Wider Quarterly Losses Metric Consensus Prior Year YoY Change Q3 EPS -$0.4217 -$0.37 Larger loss Q3 Revenue $1.62 billion $1.36 billion 19.1% FY2026 EPS -$1.4760 -$1.55 Smaller loss FY2026 Revenue $6.90 billion $4.89 billion 41.1% Steal an Egg and Bookings Per Hour Will Set the Tone Steal an Egg launched in late July and led the platform’s charts in Q3. The key question is whether that engagement showed up in bookings. In July, CFO Naveen Chopra warned that “monetization weakness is likely to continue.” Bookings per hour among under-13 users is the number to watch.

You should also watch for a DAU recovery. Management expected sequential increases from seasonality, a full quarter with Russia back online, and the discovery changes. Global AgeCheck penetration reached 57%, so any update on how chat restrictions affect engagement matters.

The over-18 push supports the long-term argument. U.S. users aged 18 to 34 grew DAUs and hours by about 40% year over year. Adults 18 and up make up nearly one-third of AgeChecked U.S. DAUs. Progress on developer tools for mature users and on programmatic ads could lift sentiment.

Margins are the biggest risk. Management said about half of Q3’s margin compression comes from fixed costs spread over lower bookings. The other half comes from AI spending on Build, Moments and Reality. On Polymarket, traders put the odds of an EPS beat at 83.5%.

A Chance to Prove the Retention Trade-Off Pays Roblox has moved sharply on earnings day. It fell 18.33% after Q1 and 15.51% after the Q3 2025 report, even though that quarter beat estimates. With bookings guided lower and the average analyst target at $50.09, expectations are modest. If Steal an Egg proves that retention-focused discovery can still surface hits that make money, management’s case that retention increases will eventually outweigh the bookings hit gets much stronger.

Contact [email protected] for any questions or corrections.

Align Technology has beaten earnings estimates four straight quarters and watched its stock fall each time, so something bigger needs to change when Q3 results land October 28. Whether surging international aligner demand can overcome shrinking scanner sales and rising…

Align Technology (NASDAQ:ALGN | ALGN Price Prediction) reports third-quarter results on October 28. North America is flat and scanner revenue is shrinking, so I’ll be watching whether double-digit international aligner growth can keep the Invisalign story moving.

Record Aligner Volumes Meet Shrinking Scanner Sales
In Q2, Align shipped a record 691.8K Clear Aligner cases, +7.4% YoY. Revenue reached $1.056B (+4.3% YoY), and non-GAAP EPS of $2.64 topped the $2.60 consensus. APAC, EMEA and Latin America all posted double-digit volume growth, while North America held steady.

Imaging Systems and CAD/CAM Services was the weak spot. Revenue there fell 10.8% to $185.3M as practices moved to cheaper scanners, leases and rentals.

Since then, talks with Elliott Management produced three new independent directors, a strategic and operating model review and a larger 2026 buyback of $400M to $500M. Shares closed at $173.41 after the Q2 report and now sit at $154.51, down 1.05% year to date.

Wall Street Expects Modest Q3 Growth

Metric
Consensus
Prior Year
Implied YoY Growth

Q3 Normalized EPS
$2.7655
$2.61
+6.0%

Q3 Revenue
$1.004B
$995.7M
+0.9%

FY 2026 EPS
$11.2073
$10.51
+6.6%

FY 2026 Revenue
$4.150B
$4.035B
+2.8%

The Q3 EPS estimate has slipped from $2.8979 90 days ago, with one downward revision in the past month and none up.

International Volume Must Outrun Pricing Pressure
Management guided Q3 aligner volume up mid-single digits YoY, so overseas markets must keep doing the heavy lifting. CEO Joe Hogan sounded confident in July: “With that kind of a mix, it gives me a lot of confidence… because it’s never the same all over the world.”

That growth carries a cost. Management expects ASP to fall sequentially from $1,260 due to geographic mix, FX, China and Europe seasonality and lower-priced products like DSP. I’ll be watching whether volume gains beat that drag. The UK also began charging 20% VAT on aligners on September 7, 2026, and management is monitoring volume effects.

North American retail demand among independent practices remains soft. Hogan called restoring consistent growth there “a top priority.” Recent Wall Street downgrades highlighted soft domestic patient traffic, so you should look closely at regional commentary.

Scanner revenue is guided down 6% to 8% for 2026. John Morici framed the leasing shift as calculated: “We are giving up certain economics at the point of sale to expand patient access to treatment.” Rising placements would support that case.

Margins round out the list. Align guided Q3 non-GAAP operating margin to about 24.0% despite $35M to $50M in one-time charges.

Four Straight Beats Have Failed to Lift Sentiment
Align has topped EPS and revenue estimates four straight quarters, yet shares fell 3.7% after Q2 and 1.34% after Q1. A Ninth Circuit ruling that revived antitrust claims adds another concern. The report must show international growth absorbing ASP and scanner pressure while margins advance toward the 23.7% full-year target. Clear evidence of that, plus concrete progress from the strategic review, would give the turnaround story real credibility.

Contact [email protected] for any questions or corrections.