New York, New York--(Newsfile Corp. - September 8, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. ("Hims & Hers" or the "Company") (NYSE: HIMS) on behalf of investors that purchased or otherwise acquired Hims & Hers securities between August 4, 2025 and July 29, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Hims & Hers and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 2, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
On July 29, 2026, the Federal Trade Commission ("FTC"), the People of the State of California through Los Angeles County Counsel and the Utah Division of Consumer Protection sued Hims & Hers in the Northern District of California. According to the FTC, the action alleges that Hims & Hers fails 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." The FTC also alleges that the company has made it difficult for consumers to cancel subscriptions and misled consumers about keeping their health information private. The FTC alleges that Hims shared consumers' health information with Meta, Snap and other third parties.
Following this news, the price of Hims & Hers stock fell $4.32 per share, or 14.73%, to close at $25.00 per share on July 29, 2026.
Based on the FTC allegations, the complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts to investors, including that (1) the Company shared consumers' health information with third-party advertising platforms; (2) the Company 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 the Company to regulatory scrutiny; (4) as a result of the foregoing, the Company was reasonably likely to incur fees and penalties; and (5) as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
San Francisco, California--(Newsfile Corp. - September 8, 2026) - Hims & Hers Health, Inc. (NYSE: HIMS) and certain company executives now face a securities class action lawsuit stemming from the FTC's sweeping federal complaint against the company in which the Commission accuses Hims of serious business misconduct.
Hagens Berman, which is actively investigating the alleged claims, encourages HIMS investors who suffered substantial losses to submit your losses now.
Class Period: Aug. 4, 2025 - July 29, 2026
Lead Plaintiff Deadline: Nov. 2, 2026
Visit Hims Investigation Page: www.hbsslaw.com/hims
Direct Contact Email: [email protected]
Firm Telephone: 844-916-0895
Hims & Hers Health ($HIMS) Securities Class Action
The lawsuit is focused on the propriety of Hims' repeated assurances that "[w]e have developed and maintain policies and procedures with respect to health information and personal information that we use or disclose in connection with our operations, including the adoption of administrative, physical, and technical safeguards to protect such information."
The complaint alleges that Hims: (1) shared consumers' health information with third-party advertising platforms; (2) charges consumers for prescriptions almost immediately after they submit intake forms, despite telling them that they will be able to consult with a medical provider to find a treatment that is "right for them[;]" and (3) as a result, would be subject to heightened regulatory scrutiny and likely to incur fees and penalties.
What Drove the $HIMS July 29, 2026 Stock Crash? The FTC and State Lawsuit Breakdown
The securities class action cites the July 29, 2026 federal complaint filed against Hims by the FTC-alongside co-plaintiffs the State of Utah and the County of Los Angeles (representing California).
After an extensive investigation by the Commission, it contends that Hims engaged in:
Deceptive Health Data Sharing: Despite extensive marketing campaigns emphasizing strict privacy, discreet telehealth consultations, and data protection, the complaint alleges that Hims surreptitiously shared sensitive user medical conditions and personal health data with third-party advertising giants, including Meta Platforms (Facebook) and Snap, via embedded tracking pixels and customer list matching. Subscription Billing & Cancellation Barriers (ROSCA Violations): The lawsuit accuses Hims of violating the Restore Online Shoppers' Confidence Act (ROSCA) by enrolling consumers in recurring subscription models without informed consent. According to regulators, consumers were billed for prescriptions almost immediately upon completing an intake form-long before receiving any consultation with a medical provider-while facing dark patterns and hidden cancellation options designed to prevent subscription termination.The market swiftly reacted, sending the price of Hims shares down $4.32 (-14.7%) and erasing over $970 million from the company's market capitalization in a single day.
"We're focused on whether Hims may have intentionally misled investors about its business practices, including the adequacy of its internal controls, and financial ramifications of the alleged misconduct," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in HIMS and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »
Whistleblowers: Persons with non-public information regarding HIMS should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
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About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Contact: Hagens Berman, Reed Kathrein, 715 Hearst Avenue, Suite 300, Berkeley, CA 94710, 844-916-0895, [email protected]
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313516
Source: Hagens Berman Sobol Shapiro LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
In the latest trading session, Hims & Hers Health, Inc. (HIMS - Free Report) closed at $28.17, marking a +1.66% move from the previous day. The stock outperformed the S&P 500, which registered a daily loss of 0.58%. On the other hand, the Dow registered a loss of 1.18%, and the technology-centric Nasdaq decreased by 0.32%.
The stock of company has fallen by 12.78% in the past month, lagging the Medical sector's gain of 2.73% and the S&P 500's loss of 0.36%.
The investment community will be closely monitoring the performance of Hims & Hers Health, Inc. in its forthcoming earnings report. The company is expected to report EPS of $0.09, up 50% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $894.51 million, up 49.34% from the prior-year quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.6 per share and a revenue of $3.22 billion, representing changes of -213.21% and +37.2%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Hims & Hers Health, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 118.75% lower. Hims & Hers Health, Inc. is currently sporting a Zacks Rank of #3 (Hold).
The Medical Info Systems industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 78, finds itself in the top 32% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
New York, New York--(Newsfile Corp. - September 8, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Hims & Hers Health, Inc. (NYSE: HIMS) between August 4, 2025 and July 29, 2026, both dates inclusive (the "Class Period"). 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 2, 2026.
SO WHAT: If you purchased Hims securities 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 Hims class action, go to https://rosenlegal.com/cases/hims-hers-health-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 2, 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. 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: 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.
To join the Hims class action, go to https://rosenlegal.com/cases/hims-hers-health-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.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313572
Source: The Rosen Law Firm PA
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NEW YORK and NEW ORLEANS, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until November 2, 2026 to file lead plaintiff applications in a securities class action lawsuit against Hims & Hers Health, Inc. (“Hims” or the “Company”) (NYSE: HIMS), if they purchased or otherwise acquired the Company’s securities between August 4, 2025 and July 29, 2026, inclusive (the “Class Period”). This action is pending in the United States District Court for the Northern District of California.
What You May Do
If you purchased securities of Hims as above and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, contact KSF Managing Partner Lewis Kahn toll-free at 1-833-538-3616 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nyse-hims/ to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by November 2, 2026.
>>>CLICK HERE for more information
About the Lawsuit
Hims & Hers Health and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.
On July 29, 2026, during market hours, the Federal Trade Commission ("FTC") announced that it had filed a lawsuit against the Company "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 FTC further alleged that the Company fails 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.'"
On this news, the price of Hims & Hers Health shares fell $4.32, or 14.73%, to close at $25.00 on July 29, 2026, on unusually heavy trading volume.
The case is Velanki v. Hims & Hers Health, Inc. et al., 26-cv-09313.
>>>To Learn More, Click HERE
About Kahn Swick & Foti, LLC
KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.
TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services
To learn more about KSF, you may visit www.ksfcounsel.com.
>>>For More Information about the case, Click HERE
Contact:
Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner [email protected]
1-833-538-3616
1100 Poydras St., Suite 960
New Orleans, LA 70163
Restaurant Brands International Inc. (TSE:QSR – Get Free Report) (NYSE:QSR) Director Vicente Tome sold 2,258 shares of the business’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of C$112.93, for a total transaction of C$254,995.94. Following the completion of the transaction, the director owned 13,264 shares in the company, valued at approximately C$1,497,903.52. The trade was a 14.55% decrease in their ownership of the stock.
Shares of QSR stock opened at C$110.91 on Tuesday. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 406.52. The firm has a market cap of C$38.68 billion, a P/E ratio of 29.89, a PEG ratio of 2.22 and a beta of 0.31. The company has a 50 day moving average of C$106.14 and a 200-day moving average of C$104.23. Restaurant Brands International Inc. has a 12-month low of C$84.78 and a 12-month high of C$113.10.
Restaurant Brands International Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 7th. Investors of record on Tuesday, July 7th were paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Tuesday, June 23rd. Restaurant Brands International’s payout ratio is currently 68.46%.
About Restaurant Brands International (Get Free Report) Restaurant Brands International is one of the largest restaurant companies in the world, with more than $35 billion in 2021 systemwide sales across a footprint that spans more than 28,000 restaurants and 100 countries. The firm generates revenue primarily from retail sales at its company-owned restaurants, royalty fees and lease income from franchised stores, and from its Tim Horton’s supply chain operations. Formed in 2014 after 3G Capital’s acquisition of Tim Horton’s International, the Restaurant Brands portfolio now includes Burger King (19,250 units), Tim Horton’s (5,300 units), and Popeyes Louisiana Kitchen (3,700 units).
See Also Five stocks we like better than Restaurant Brands International 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Receive News & Ratings for Restaurant Brands International Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Restaurant Brands International and related companies with MarketBeat.com's FREE daily email newsletter.
JACKSONVILLE, Fla.--(BUSINESS WIRE)--sweetgreen, the mission-driven restaurant brand serving healthy food at scale, is bringing its first-ever Jacksonville location to 4624 Town Crossing Dr. in St. Johns Town Center on September 15. The restaurant marks sweetgreen's first location in Northeast Florida, with opening-day celebrations featuring local partnerships, special offerings and a chance to win a custom surfboard. Open daily from 10 a.m. to 10 p.m., the 2,560-square-foot restaurant will off.
New York, New York--(Newsfile Corp. - September 8, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Fulcrum Therapeutics, Inc. ("Fulcrum Therapeutics" or the "Company") (NASDAQ: FULC).
CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION
If you are a Fulcrum Therapeutics investor and have suffered losses, or if you have information that could assist in the Fulcrum Therapeutics investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (212) 329-8571.
Fulcrum Therapeutics is a "clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with rare hematological disorders[.]"
On June 1, 2026, after market close, Fulcrum Therapeutics announced in a press release "the discontinuation of its pociredir program for the treatment of SCD [(sickle cell disease).]" The Company stated that the "meeting minutes from recent end-of-phase interactions with the [U.S. Food and Drug Administration ("FDA")]" "reflected heightened FDA concerns regarding pociredir's benefit-risk profile in SCD, stemming from an unexpectedly high rate of secondary hematologic malignancies observed with Tazverik® (tazemetostat), another PRC2 inhibitor, which was withdrawn from the global market in March 2026." After submitting further information, the FDA "concluded that any pharmacological intervention targeting the PRC2 complex carries equivalent malignancy risk regardless of the specific subunit engaged." As a result, the Company has "no viable regulatory path forward for further clinical development of pociredir."
Following this news, the price of Fulcrum Therapeutics stock declined from a closing price on June 1, 2026 of $6.42 per share to close at $3.14 per share on June 2, 2026, a decline of $3.28 per share, or by 51.09%.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America-the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act-$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
If you have any questions about this investigation, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Marex Group PLC (MRX - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Marex Group PLC currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market? In order to see if MRX is a promising momentum pick, let's examine some Momentum Style elements to see if this company holds up.
Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For MRX, shares are up 7.45% over the past week while the Zacks Financial - Miscellaneous Services industry is up 0.44% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 29.26% compares favorably with the industry's 2.09% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of Marex Group PLC have risen 25.23%, and are up 122.42% in the last year. In comparison, the S&P 500 has only moved 4.72% and 20.24%, respectively.
Investors should also take note of MRX's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now MRX is averaging 731,295 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with MRX.
Over the past two months, 3 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost MRX's consensus estimate, increasing from $5.35 to $5.84 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that MRX is a #1 (Strong Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Marex Group PLC on your short list.
Leading German health insurer brings NiCE Cognigy AI agents and CXone together to support more than 5 million annual member interactions
HOBOKEN, N.J.--(BUSINESS WIRE)--NiCE (Nasdaq: NICE) today announced that AOK PLUS is now live on NiCE Cognigy and CXone, making it one of the first customers to bring AI agents and member service operations together on NiCE’s unified CX AI platform. The deployment unites AI-powered self-service, intelligent orchestration, workflows and employee expertise to support more than 5 million annual member interactions.
AOK PLUS began its AI transformation with NiCE Cognigy in 2025, introducing AI-powered voice self-service to identify member needs and direct inquiries to the appropriate teams. With CXone, AOK PLUS is extending that intelligence across its broader member service operation, connecting AI-powered interactions with 2,400 employees and 120 skills that intelligently route inquiries based on employee competencies. Together, NiCE Cognigy and CXone create one foundation for orchestrating automated and employee-assisted service from interaction to resolution.
The unified approach is already operating at significant scale. AOK PLUS is supporting more than 5 million annual member interactions on CXone and has achieved a call acceptance rate above 95%. The organization also migrated more than 1,400 telephone numbers with zero downtime. The implementation was delivered by NiCE in collaboration with long-standing Platinum partner CCT Solutions.
Trust and data sovereignty are central to AOK PLUS’s approach. The organization is among the first public health insurers in Germany to move member service operations to the cloud and the first insurer in Saxony and Thuringia to deploy AI-powered voice automation in a sovereign cloud environment. Deployed in NiCE’s EU Sovereign Cloud, CXone provides the security, governance and data sovereignty required to scale AI while meeting stringent German and European healthcare requirements.
“Our members are getting faster, more personalized support without ever losing the security and trust they expect,” said Sebastian Reichenbach, Project Lead Customer Experience & Contact Center, AOK PLUS. “That’s what happens when AI agents and our 2,400 employees work from the same platform, so no matter who or what responds, the experience feels seamless.”
“AOK PLUS is turning millions of member interactions into personalized, trusted experiences at scale, and that’s the real payoff of bringing AI agents and member service together on one platform,” said Darren Rushworth, President, NiCE International. “And they’re doing it without compromising the security and data sovereignty their members expect.”
About AOK PLUS
AOK PLUS – The Health Insurance Fund for Saxony and Thuringia is a federal agency operating within Germany's statutory health insurance system. Headquartered in Dresden, AOK PLUS serves more than 3.4 million members through more than 130 local branches across Saxony and Thuringia and employs approximately 7,000 people. For more information, visit www.aok.de.
About NiCE
NiCE (NASDAQ: NICE) is transforming the world with AI that puts people first. Our purpose-built AI-powered platforms automate engagements into proactive, safe, intelligent actions, empowering individuals and organizations to innovate and act, from interaction to resolution. Trusted by organizations throughout 150+ countries worldwide, NiCE’s platforms are widely adopted across industries connecting people, systems, and workflows to work smarter at scale, elevating performance across the organization, delivering proven measurable outcomes.
Trademark Note: NiCE and the NiCE logo are trademarks of NICE Ltd. All other marks are trademarks of their respective owners. For a full list of NICE's marks, please see: www.nice.com/nice-trademarks.
Forward-Looking Statements
This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements, including the statements by Mr. Rushworth are based on the current beliefs, expectations and assumptions of the management of NICE Ltd. (the “Company”). In some cases, such forward-looking statements can be identified by terms such as “believe,” “expect,” “seek,” “may,” “will,” “intend,” “should,” “project,” “anticipate,” “plan,” “estimate,” or similar words. Forward-looking statements are subject to a number of risks and uncertainties that could cause the actual results or performance of the Company to differ materially from those described herein, including but not limited to the impact of changes in general economic and business conditions; competition; successful execution of the Company’s growth strategy; success and growth of the Company’s cloud Software-as-a-Service business; rapid changes in technology and market requirements; the implementation of AI capabilities in certain products and services, decline in demand for the Company's products; inability to timely develop and introduce new technologies, products and applications; difficulties in making additional acquisitions or difficulties or effectively integrating acquired operations; loss of market share; an inability to maintain certain marketing and distribution arrangements; the Company’s dependency on third-party cloud computing platform providers, hosting facilities and service partners; cyber security attacks or other security incidents; privacy concerns; changes in currency exchange rates and interest rates, the effects of additional tax liabilities resulting from our global operations, the effect of unexpected events or geo-political conditions, including those arising from political instability or armed conflict that may disrupt our business and the global economy; our ability to recruit and retain qualified personnel; the effect of newly enacted or modified laws, regulation or standards on the Company and our products and various other factors and uncertainties discussed in our filings with the U.S. Securities and Exchange Commission (the “SEC”). For a more detailed description of the risk factors and uncertainties affecting the company, refer to the Company's reports filed from time to time with the SEC, including the Company’s Annual Report on Form 20-F. The forward-looking statements contained in this press release are made as of the date of this press release, and the Company undertakes no obligation to update or revise them, except as required by law.
In the latest trading session, Reddit Inc. (RDDT - Free Report) closed at $149.38, marking a -3.29% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 0.58% for the day. Meanwhile, the Dow experienced a drop of 1.18%, and the technology-dominated Nasdaq saw a decrease of 0.32%.
Shares of the company have depreciated by 2.68% over the course of the past month, underperforming the Computer and Technology sector's gain of 0.12%, and the S&P 500's loss of 0.36%.
Analysts and investors alike will be keeping a close eye on the performance of Reddit Inc. in its upcoming earnings disclosure. The company's upcoming EPS is projected at $1.33, signifying a 66.25% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $886.87 million, indicating a 51.62% increase compared to the same quarter of the previous year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $5.27 per share and revenue of $3.39 billion, indicating changes of +101.15% and +54.05%, respectively, compared to the previous year.
Investors might also notice recent changes to analyst estimates for Reddit Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.97% upward. At present, Reddit Inc. boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Reddit Inc. is currently trading at a Forward P/E ratio of 29.3. For comparison, its industry has an average Forward P/E of 20.46, which means Reddit Inc. is trading at a premium to the group.
Also, we should mention that RDDT has a PEG ratio of 0.71. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Internet - Software stocks are, on average, holding a PEG ratio of 1.08 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 84, which puts it in the top 35% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow RDDT in the coming trading sessions, be sure to utilize Zacks.com.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Emergent BioSolutions Inc. (“Emergent” or the “Company”) (NYSE: EBS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Emergent and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 5, 2026, Emergent reported results for the quarter ended June 30, 2026. Among other items, Emergent announced, among other things, a $191.3 million non-cash impairment charge on the NARCAN asset group, driving a GAAP net loss of $180.2 million. The Company also cut full year revenue guidance by approximately 10.8% at the midpoint. Management attributed its results to “increased competitive intensity with implications for our near to medium term outlook and the book value of our NARCAN asset group.”
On this news, Emergent’s stock price fell $2.23 per share, or 29.58%, to close at $5.31 per share on August 6, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Shares of Allient Inc. (NASDAQ:ALNT – Get Free Report) have been given an average rating of “Buy” by the six research firms that are presently covering the firm, MarketBeat reports. Five analysts have rated the stock with a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $84.00.
Several analysts have commented on the company. Jefferies Financial Group set a $80.00 target price on Allient in a research note on Tuesday, May 26th. Wall Street Zen upgraded Allient from a “hold” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Zacks Research raised Allient from a “hold” rating to a “strong-buy” rating in a report on Monday, August 10th. Macquarie Infrastructure set a $80.00 price objective on Allient in a research report on Tuesday, May 26th. Finally, JPMorgan Chase & Co. lifted their price objective on Allient from $95.00 to $120.00 and gave the stock an “overweight” rating in a report on Friday, August 7th.
Check Out Our Latest Stock Analysis on Allient
Insider Activity In other news, CEO Richard Warzala sold 70,000 shares of Allient stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $113.58, for a total value of $7,950,600.00. Following the completion of the sale, the chief executive officer directly owned 1,499,106 shares in the company, valued at $170,268,459.48. The trade was a 4.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 15.00% of the stock is currently owned by insiders. Institutional Inflows and Outflows Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Allient during the second quarter valued at approximately $721,000. California State Teachers Retirement System raised its stake in Allient by 12,285.6% during the 2nd quarter. California State Teachers Retirement System now owns 1,604,679 shares of the company’s stock valued at $165,170,000 after buying an additional 1,591,723 shares during the last quarter. Round Rock Advisors LLC lifted its holdings in shares of Allient by 8.2% during the 2nd quarter. Round Rock Advisors LLC now owns 24,086 shares of the company’s stock valued at $2,479,000 after buying an additional 1,822 shares during the period. Susquehanna Fundamental Investments LLC bought a new position in shares of Allient during the 2nd quarter valued at $3,181,000. Finally, Navellier & Associates Inc. boosted its stake in shares of Allient by 158.7% in the 2nd quarter. Navellier & Associates Inc. now owns 17,975 shares of the company’s stock worth $1,850,000 after buying an additional 11,027 shares during the last quarter. Institutional investors own 61.57% of the company’s stock.
Allient Trading Up 1.1% Shares of NASDAQ ALNT opened at $95.63 on Friday. The firm’s 50 day moving average price is $94.16 and its 200-day moving average price is $80.36. Allient has a 52-week low of $41.75 and a 52-week high of $118.67. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.95 and a current ratio of 3.42. The company has a market cap of $1.63 billion, a PE ratio of 56.25 and a beta of 1.62.
Allient (NASDAQ:ALNT – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.80 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.19. Allient had a net margin of 4.98% and a return on equity of 13.55%. The company had revenue of $153.77 million during the quarter, compared to the consensus estimate of $145.68 million. On average, equities research analysts expect that Allient will post 2.73 EPS for the current fiscal year.
Allient Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders of record on Wednesday, August 19th were issued a dividend of $0.04 per share. This represents a $0.16 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, August 19th. Allient’s dividend payout ratio (DPR) is presently 9.41%.
Allient Company Profile (Get Free Report)
Allient Inc, together with its subsidiaries, designs, manufactures, and sells precision and specialty controlled motion components and systems for various industries in the United States, Canada, South America, Europe, and Asia-Pacific. It offers brush and brushless DC motors, brushless servo and torque motors, coreless DC motors, integrated brushless motor-drives, gearmotors, gearing, modular digital servo drives, motion controllers, optical encoders, active and passive filters, input/output modules, industrial communications gateways, light-weighting technologies, and other controlled motion-related products, as well as nano precision positioning systems, servo control systems, and digital servo amplifiers and drives.
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Hudson Pacific Properties (NYSE:HPP – Get Free Report) and COPT Defense Properties (NYSE:CDP – Get Free Report) are both real estate companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, institutional ownership, analyst recommendations, risk, dividends, earnings and valuation.
Insider & Institutional Ownership 97.6% of Hudson Pacific Properties shares are held by institutional investors. 2.5% of Hudson Pacific Properties shares are held by insiders. Comparatively, 1.7% of COPT Defense Properties shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Analyst Ratings This is a breakdown of recent ratings and target prices for Hudson Pacific Properties and COPT Defense Properties, as reported by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Hudson Pacific Properties 3 5 4 1 2.23 COPT Defense Properties 0 3 5 0 2.62 Hudson Pacific Properties presently has a consensus price target of $15.82, suggesting a potential upside of 30.39%. COPT Defense Properties has a consensus price target of $37.38, suggesting a potential upside of 5.49%. Given Hudson Pacific Properties’ higher probable upside, equities research analysts plainly believe Hudson Pacific Properties is more favorable than COPT Defense Properties. Earnings and Valuation This table compares Hudson Pacific Properties and COPT Defense Properties”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Hudson Pacific Properties $831.10 million 0.79 -$561.69 million ($8.85) -1.37 COPT Defense Properties $784.18 million 5.12 $152.32 million $1.44 24.60 COPT Defense Properties has lower revenue, but higher earnings than Hudson Pacific Properties. Hudson Pacific Properties is trading at a lower price-to-earnings ratio than COPT Defense Properties, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk Hudson Pacific Properties has a beta of 1.89, indicating that its stock price is 89% more volatile than the S&P 500. Comparatively, COPT Defense Properties has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500.
Profitability This table compares Hudson Pacific Properties and COPT Defense Properties’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Hudson Pacific Properties -70.04% -20.76% -7.73% COPT Defense Properties 20.94% 10.48% 3.64% Summary COPT Defense Properties beats Hudson Pacific Properties on 9 of the 15 factors compared between the two stocks.
(Get Free Report)
Hudson Pacific Properties (NYSE: HPP) is a real estate investment trust serving dynamic tech and media tenants in global epicenters for these synergistic, converging and secular growth industries. Hudson Pacific's unique and high-barrier tech and media focus leverages a full-service, end-to-end value creation platform forged through deep strategic relationships and niche expertise across identifying, acquiring, transforming and developing properties into world-class amenitized, collaborative and sustainable office and studio space.
About COPT Defense Properties (Get Free Report)
COPT Defense Properties is a real estate investment trust. It acquires, develops, manages, sells, and leases out office properties and data centers. The firm operates through the following segments: Defense/Information Technology Locations, Regional Office, Wholesale Data Center, and Other. The company was founded on January 22,1988 and is headquartered in Columbia, MD.
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Signet Jewelers Limited (NYSE:SIG) will release earnings for its second quarter before the opening bell on Wednesday, Sept. 9.
Analysts expect the company to report quarterly earnings of $1.74 per share, up from $1.61 per share in the year-ago period. The consensus estimate for SIG’s quarterly revenue is $1.53 billion. It reported $1.54 billion last year, according to Benzinga Pro.
On Aug. 11, the company appointed Jamie Cygielman as president of Zales and Banter and Pam Cloud as president of Blue Nile.
Shares of Signet fell 3.1% to close at $82.67 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
UBS analyst Amit Mehrotra maintained a Buy rating and raised the price target from $121 to $122 on Aug. 24, 2026. This analyst has an accuracy rate of 75%. Raymond James analyst Rick Patel initiated coverage on the stock with an Outperform rating and a price target of $105 on July 23, 2026. This analyst has an accuracy rate of 76%. Citigroup analyst Paul Lejuez maintained a Buy rating and increased the price target from $110 to $120 on June 3, 2026. This analyst has an accuracy rate of 62%. Wells Fargo analyst Ike Boruchow maintained an Equal-Weight rating and cut the price target from $100 to $90 on June 3, 2026. This analyst has an accuracy rate of 70%. Stephens & Co. analyst Jeff Lick maintained an Overweight rating with a price target of $130 on May 29, 2026. This analyst has an accuracy rate of 69%. Trending
Considering buying SIG stock? Here’s what analysts think:
Photo via Shutterstock
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With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Wall Street expects Signet Jewelers Ltd (NYSE:SIG) to report quarterly earnings of $1.74 per share on revenue of $1.53 billion before the opening bell. Signet shares gained 1.5% to $83.89 in after-hours trading. Mission Produce Inc (NASDAQ:AVO) posted better-than-expected third-quarter results. Mission Produce reported quarterly earnings of 18 cents per share, which beat the analyst consensus estimate of 12 cents per share. The company reported quarterly sales of $450.000 million, which beat the analyst consensus estimate of $367.475 million. Mission Produce shares gained 5.5% to $13.58 in the after-hours trading session. Analysts are expecting American Eagle Outfitters Inc (NYSE:AEO) to post quarterly earnings of 22 cents per share on revenue of $1.37 billion. The company will release earnings after the markets close. American Eagle shares fell 1% to close at $17.22 on Tuesday. Check out our premarket coverage here
Caseys’ General Stores Inc (NASDAQ:CASY) posted upbeat first-quarter results. The company posted quarterly earnings of $7.37 per share, beating market estimates of $6.72 per share. The company’s sales came in at $5.678 billion versus expectations of $5.568 billion. Casey’s shares dipped 8.3% to $672.50 in the after-hours trading session. Analysts expect Core & Main Inc (NYSE:CNM) to post quarterly earnings of 92 cents per share on revenue of $2.14 billion before the opening bell. Core & Main shares fell 0.2% to $43.98 in after-hours trading. Photo via Shutterstock
Trending
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On September 08, 2026, Semtech Corp SMTC shares rose 10.0%, reaching a current price of $162.62. This price is notably high compared to its 52-week range of $57.50 to $177.35, reflecting a significant upward trend in share performance.
GF Value™ verdict: The current price is $162.62, which is 252.0% higher than the GF Value™ estimate of $46.20, indicating that the stock is significantly overvalued.GF Score™ and what it means: Semtech has a GF Score™ of 73/100, which categorizes it as above average in terms of its overall quality and performance metrics.Most notable signal: Insiders have sold $16.2 million worth of shares over the past 12 months, with no insider buying, suggesting potential concerns regarding the company's outlook.Is SMTC Overvalued or Undervalued?Given the current share price of $162.62 and the GF Value™ of $46.20, Semtech Corp appears significantly overvalued with a margin of safety of -252.0%. The GF Valuation label indicates that the stock is significantly overvalued, raising concerns regarding future performance. GF Value™ is GuruFocus' intrinsic value estimate, which takes into account historical trading multiples, past business growth, and future performance estimates. Investors may be taking on considerable risk by purchasing shares at this elevated price level, as the gap between the current price and intrinsic value suggests limited upside potential.
The significant overvaluation raises questions about the sustainability of the recent stock price rally, particularly in light of the company's financial fundamentals and market conditions. The disconnect between market price and intrinsic value may prompt caution among potential investors, as high valuations can lead to increased volatility and downside risk.
How Does SMTC's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)107.7x35.6x (5-Year Median)Forward P/E48.2xN/ASemtech's current P/E ratio of 107.7x is significantly above its 5-year median of 35.6x, indicating that the stock is trading at a much higher valuation compared to its historical averages. This analysis aligns with the GF Value™ verdict, reinforcing the conclusion that the stock is overvalued. The forward P/E of 48.2x, while lower than the trailing P/E, still suggests that the market is pricing in substantial growth expectations, which may not be justified given the current valuation metrics.
What Does SMTC's GF Score™ Tell Us?The GF Score™ evaluates a company based on various factors that impact its overall quality and performance. Semtech's GF Score™ of 73/100 indicates that it is above average, with strengths in financial strength, profitability, and growth. However, it has a notably weak valuation rank of 1/10, suggesting that the stock is not favorably priced compared to its financial metrics.
MetricRatingGF Score™73/100Financial Strength7/10Profitability7/10Growth7/10Valuation1/10Momentum9/10The strength of Semtech's financial health, profitability, and growth prospects is somewhat counterbalanced by its weak valuation rank. The high momentum rank of 9/10 indicates that the stock has been performing well recently, but this may not be sustainable given the significant overvaluation indicated by the GF Value™ estimate.
What Are Gurus and Insiders Doing with SMTC?Currently, 8 gurus hold Semtech stock, with 4 adding to their positions and 5 trimming their holdings in recent quarters. This mixed activity among institutional investors suggests a lack of consensus on the stock's future prospects. Notably, insiders have sold $16.2 million worth of shares over the past 12 months, with no reported insider buying, which may signal a lack of confidence in the company's future performance and could be a red flag for potential investors.
The pattern of insider selling, especially without any purchasing activity, indicates that those closest to the company may not be optimistic about its future growth potential. This trend, combined with the significant overvaluation, may lead investors to approach Semtech with caution as they consider their investment strategies.
What This Means for InvestorsBased on the GF Value™ assessment, Semtech Corp is currently overvalued, with a significant disparity between its market price and intrinsic value. Investors should exercise caution given the high P/E ratio and the recent pattern of insider selling, which raises questions about the sustainability of the stock's recent gains. For more detailed information, you can visit the Semtech Corp SMTC stock page and explore additional metrics on the GF Value™ page.
Frequently Asked QuestionsWhat is SMTC's GF Score™?
Semtech's GF Score™ is 73/100, indicating that the company is above average in terms of its overall quality and performance metrics.
Is SMTC overvalued or undervalued?
SMTC is significantly overvalued with a current price of $162.62, which is 252.0% higher than the GF Value™ estimate of $46.20.
What is SMTC's P/E ratio?
SMTC's P/E ratio is 107.7x, which is substantially higher than its 5-year median of 35.6x, indicating that the stock is trading at a much higher valuation compared to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
New 224G TIA and driver portfolio targets NPO and CPO architectures for AI clusters and hyperscale data centers
CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today introduced a family of 224G linear Transimpedance Amplifier (TIA) and driver solutions, designed to accelerate the deployment of Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) architectures for AI/ML clusters, hyperscale data centers and next-generation networking platforms.
As AI workloads continue to drive unprecedented demand for bandwidth and connectivity, traditional optical architectures face increasing challenges in power consumption, thermal management, signal integrity, and system density. By bringing high-performance optical interfaces closer to the switching and compute silicon, NPO and CPO architectures offer a path toward significantly higher bandwidth density and improved system-level efficiency.
“Near-packaged and co-packaged optics are entering their initial ramp in 2026, and the shift toward NPO and CPO architectures reflects a broader industry response to the power and scaling bottlenecks facing AI back-end networks,” said Sameh Boujelbene, vice president, data center switch and AI networks market research at Dell’Oro Group. “As hyperscalers move these architectures from trials to deployment, the underlying TIA and driver technology becomes a critical enabler of that transition.”
Designed for 224G Linear Optical Architectures
Semtech’s new products include the GN1838L and GN42T380, the industry’s first linear octal TIAs, and the GN42M380 linear octal Mach-Zehnder Modulator (MZM) driver, optimized for 1.6T, 3.2T, 6.4T, and 12.8T optical engines (OEs). The 224G TIA and driver portfolio optimizes for CEI-224G-Linear and Open CPX interfaces and linear architectures, with very strictly specified space and power dissipation requirements.
“AI infrastructure is fundamentally changing the requirements for optical connectivity,” said Amit Thakar, vice president, signal integrity product marketing at Semtech. “At 224G per lane, designers need more than bandwidth. They need signal integrity, power efficiency, flexibility, and system-level visibility. Our TIAs and driver solutions are purpose-built to give NPO and CPO developers the building blocks to scale optical I/O while addressing the power and density challenges of next-generation AI systems.”
Enabling NPO and CPO at Scale
The GN1838L TIA offers 500µm channel pitch and the GN42T380 offers a 375µm channel pitch, giving customers flexibility in OE design choices. These TIAs can be used in side-by-side configuration with the photonics integrated circuit (PIC) or placed directly on top of the PIC, giving customers maximum flexibility. Both TIAs include an Automatic Gain Control (AGC) stage and output driver featuring programmable Continuous Time Linear Equalization (CTLE) and support both Manual and Automatic Gain Control (MGC and AGC) modes. The bandwidth is optimized to achieve low peaking, low input referred noise (IRN), and good group delay with minimal distortion. The devices offer several programmable performance optimization features, including output equalization, and are designed to interface with a wide variety of optical input signals, while optimizing performance at the switch or ASIC input.
The GN42M380 driver offers 375µm channel pitch and supports a variety of modulators, including Silicon Photonics (SiPho), Indium Phosphide Mach-Zehnder Modulator (InP MZM) and Thin-Film Lithium Niobate (TFLN). The GN42M380 delivers low group delay and minimal Total Harmonic Distortion (THD), ensuring superior driver performance. Programmable Continuous Time Linear Equalization (CTLE) is included to help compensate for intersymbol interference (ISI) due to the input signal transmission path. It also offers flexible biasing, making it compatible with MZMs from various vendors. The driver output swing is configurable, and on-chip equalization enables precise tuning of electrical and optical performance.
The TIA and driver family integrates several diagnostics and performance tuning features that can be accessed through device pads and the I²C interface.
Availability
Contact Semtech for the availability of the GN1838L, GN42T380 and GN42M380 product family.
Customers and partners are invited to visit Semtech at Booth #11C52 during CIOE 2026, Sept. 9-11, in Shenzhen, China, to learn more about the portfolio and meet with Semtech’s technical experts.
Learn more at http://www.semtech.com/optical.
About Semtech
Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected IoT devices worldwide. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X.
Semtech and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries. All other trademarks, service marks and trade names mentioned in this press release are the property of their respective owners.
CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced an industry-first chipset for 10G passive optical network (PON) optical line terminal (OLT) applications. As network operators globally begin scaling to 50G PON deployments, equipment vendors need to support multiple generations of PON technology—GP.
Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today introduced a family of 224G linear Transimpedance Amplifier (TIA) and driver solutions, designed to accelerate the deployment of Near-Packaged Optics (NPO) and Co-Packaged Optics (CPO) architectures for AI/ML clusters, hyperscale data centers and next-generation networking platforms.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260908403246/en/
Semtech's new 224G linear TIA and driver portfolio — the GN1838L, GN42T380 and GN42M380 — is designed to accelerate NPO and CPO architectures for AI/ML clusters and hyperscale data centers.
As AI workloads continue to drive unprecedented demand for bandwidth and connectivity, traditional optical architectures face increasing challenges in power consumption, thermal management, signal integrity, and system density. By bringing high-performance optical interfaces closer to the switching and compute silicon, NPO and CPO architectures offer a path toward significantly higher bandwidth density and improved system-level efficiency.
“Near-packaged and co-packaged optics are entering their initial ramp in 2026, and the shift toward NPO and CPO architectures reflects a broader industry response to the power and scaling bottlenecks facing AI back-end networks,” said Sameh Boujelbene, vice president, data center switch and AI networks market research at Dell’Oro Group. “As hyperscalers move these architectures from trials to deployment, the underlying TIA and driver technology becomes a critical enabler of that transition.”
Designed for 224G Linear Optical Architectures
Semtech’s new products include the GN1838L and GN42T380, the industry’s first linear octal TIAs, and the GN42M380 linear octal Mach-Zehnder Modulator (MZM) driver, optimized for 1.6T, 3.2T, 6.4T, and 12.8T optical engines (OEs). The 224G TIA and driver portfolio optimizes for CEI-224G-Linear and Open CPX interfaces and linear architectures, with very strictly specified space and power dissipation requirements.
“AI infrastructure is fundamentally changing the requirements for optical connectivity,” said Amit Thakar, vice president, signal integrity product marketing at Semtech. “At 224G per lane, designers need more than bandwidth. They need signal integrity, power efficiency, flexibility, and system-level visibility. Our TIAs and driver solutions are purpose-built to give NPO and CPO developers the building blocks to scale optical I/O while addressing the power and density challenges of next-generation AI systems.”
Enabling NPO and CPO at Scale
The GN1838L TIA offers 500µm channel pitch and the GN42T380 offers a 375µm channel pitch, giving customers flexibility in OE design choices. These TIAs can be used in side-by-side configuration with the photonics integrated circuit (PIC) or placed directly on top of the PIC, giving customers maximum flexibility. Both TIAs include an Automatic Gain Control (AGC) stage and output driver featuring programmable Continuous Time Linear Equalization (CTLE) and support both Manual and Automatic Gain Control (MGC and AGC) modes. The bandwidth is optimized to achieve low peaking, low input referred noise (IRN), and good group delay with minimal distortion. The devices offer several programmable performance optimization features, including output equalization, and are designed to interface with a wide variety of optical input signals, while optimizing performance at the switch or ASIC input.
The GN42M380 driver offers 375µm channel pitch and supports a variety of modulators, including Silicon Photonics (SiPho), Indium Phosphide Mach-Zehnder Modulator (InP MZM) and Thin-Film Lithium Niobate (TFLN). The GN42M380 delivers low group delay and minimal Total Harmonic Distortion (THD), ensuring superior driver performance. Programmable Continuous Time Linear Equalization (CTLE) is included to help compensate for intersymbol interference (ISI) due to the input signal transmission path. It also offers flexible biasing, making it compatible with MZMs from various vendors. The driver output swing is configurable, and on-chip equalization enables precise tuning of electrical and optical performance.
The TIA and driver family integrates several diagnostics and performance tuning features that can be accessed through device pads and the I²C interface.
Availability
Contact Semtech for the availability of the GN1838L, GN42T380 and GN42M380 product family.
Customers and partners are invited to visit Semtech at Booth #11C52 during CIOE 2026, Sept. 9-11, in Shenzhen, China, to learn more about the portfolio and meet with Semtech’s technical experts.
Learn more at http://www.semtech.com/optical.
About Semtech
Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected IoT devices worldwide. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X.
Semtech and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries. All other trademarks, service marks and trade names mentioned in this press release are the property of their respective owners.
SMTC-P
View source version on businesswire.com: https://www.businesswire.com/news/home/20260908403246/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things (“IoT”) devices worldwide, today announced an industry-first chipset for 10G passive optical network (PON) optical line terminal (OLT) applications.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260908772887/en/
Semtech's GN7153C OLT combo IC and GN28L46 burst-mode TIA form an integrated chipset for 10G PON OLT applications, supporting GPON, XGS-PON and 50G PON in a single SFP-DD module.
As network operators globally begin scaling to 50G PON deployments, equipment vendors need to support multiple generations of PON technology—GPON (2.5Gbps), XGS-PON (10Gbps) and 50G PON, all within a space-constrained SFP-DD module form factor. Furthermore, 50G OLT systems require high SFP-DD port density making module power a critical design priority.
The GN7153C OLT combo IC and GN28L46 burst-mode transimpedance amplifier (TIA) bring a new level of integration, low power and design flexibility to optical module manufacturers and broadband system vendors developing next-generation fiber broadband infrastructure.
The chipset pairs the GN7153C, a 10G PON OLT combo IC integrating a dual-rate burst-mode limiting amplifier and laser bias driver outputs, with the GN28L46, a high-sensitivity burst-mode TIA. Together, they form a tightly integrated solution for 10 gigabit symmetric passive optical network (XGS-PON) applications compliant with ITU-T G.9807.1 standards.
The GN7153C uses lower supply voltages to deliver up to 400mW of savings per port, across a fully populated 16-port optical line terminal, that aggregates to 6.5W of system-level power savings.
The GN28L46 has an accurate Received Signal Strength Indicator (RSSI) mirror, together with the burst-mode sample-and-hold circuit in the GN7153C, that improves accuracy and eliminates the need for standalone RSSI controllers, further reducing component count and BOM cost.
“The GN7153C enables module suppliers and system vendors to realize the promise of 50G PON infrastructure,” said Amit Thakar, vice president, signal integrity product marketing at Semtech. “By integrating the SOA driver, on-chip RSSI and dual TOSA bias driver outputs into a single device—and pairing it with the industry-leading sensitivity of the GN28L46 TIA—we are giving our customers the design flexibility and power efficiency they need to build the next generation of triple-gen optical line terminal modules.”
The GN7153C and GN28L46 chipset is currently available for sampling. Volume production is scheduled for September 2026.
Semtech will showcase the GN7153C and GN28L46 chipset at CIOE 2026, Sept. 9–11 in Shenzhen, China, at Booth #11C52.
Learn more at http://www.semtech.com/optical.
About Semtech
Semtech Corporation (Nasdaq: SMTC) is a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected IoT devices worldwide. Our global teams are committed to empowering solution architects and application developers to develop breakthrough products for the infrastructure, industrial and consumer markets. To learn more about Semtech technology, visit us at Semtech.com or follow us on LinkedIn or X.
Semtech and the Semtech logo are registered trademarks or service marks of Semtech Corporation or its subsidiaries. All other trademarks, service marks and trade names mentioned in this press release are the property of their respective owners.
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View source version on businesswire.com: https://www.businesswire.com/news/home/20260908772887/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
PALO ALTO, Calif.--(BUSINESS WIRE)--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced Rubrik Apache Iceberg Protection, the company's enterprise data protection capability for Apache Iceberg on Amazon Web Services (AWS). The new solution expands Rubrik's cloud data security and AI governance portfolio on AWS. It provides customers running Apache Iceberg the ability to recover complete, queryable tables following a cyber incident, so they respond and recover with great.
Increasing agentic actions are creating soaring demand for cybersecurity.
*Stock prices used were the afternoon prices of Sept. 3, 2026. The video was published on Sept. 5, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Rubrik. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Structure Therapeutics Inc. (GPCR) Discusses Positive Clinical Data Updates for Oral Small Molecule Amylin and GLP-1 Programs in Chronic Weight Management Transcript
AdaptHealth Corp. (NASDAQ: AHCO) (“AdaptHealth” or the “Company”), a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services, announced today that its Board of Directors has named Harriss T. Currie as its Chief Financial Officer, effective September 9, 2026. Mr. Currie will assume CFO responsibilities from Jason Clemens, who will assist with the transition through October 1, 2026.
Mr. Currie previously served as the CFO for Luminex Corp (Nasdaq: LMNX) for more than 15 years until its sale to DiaSorin in 2021. He has more recently held CFO roles at Health Track Rx from 2025 to 2026 and from Impulse Dynamics from 2022 to 2023, and served as President of the Regenerative Medicine division of 3D Systems (NYSE: DDD) from 2023 to 2025.
Mr. Currie holds an MBA from the McCombs School of Business at the University of Texas at Austin and previously served as an audit manager at Deloitte & Touche.
“We are delighted to welcome Harriss to AdaptHealth and look forward to the meaningful contributions we expect he will make in both the short and long term,” said Suzanne Foster, Chief Executive Officer. “We appreciate Jason’s years of service and are particularly thankful for the strong team and structure he has left for Harriss to build on.”
“I am excited to join AdaptHealth and to lead the finance team through our next phase of growth. In evaluating this opportunity, I saw a strong leadership team, solid financial processes, and a business that has put strategic contracts in place to position itself for meaningful revenue and EBITDA growth. I am truly excited and appreciative of this opportunity,” said Mr. Currie.
About AdaptHealth Corp.
AdaptHealth is a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services. The Company operates under four reportable segments that align with its product categories: (i) Sleep Health, (ii) Respiratory Health, (iii) Diabetes Health, and (iv) Wellness at Home. The Sleep Health segment provides sleep therapy equipment, supplies and related services (including CPAP and BiLevel services) to individuals for the treatment of obstructive sleep apnea. The Respiratory Health segment provides oxygen and home mechanical ventilation equipment and supplies and related chronic therapy services to individuals for the treatment of respiratory diseases, such as chronic obstructive pulmonary disease and chronic respiratory failure. The Diabetes Health segment provides medical devices, including continuous glucose monitors and insulin pumps, and related services to patients for the treatment of diabetes. The Wellness at Home segment provides home medical equipment and services to patients in their homes including those who have been discharged from acute care and other facilities. The segment tailors a service model to patients who are adjusting to new lifestyles or navigating complex disease states by providing essential medical supplies and durable medical equipment.
The Company is proud to partner with an extensive and highly diversified network of referral sources, including acute care hospitals, sleep labs, pulmonologists, skilled nursing facilities, and clinics. AdaptHealth services beneficiaries of Medicare, Medicaid, and commercial insurance payors, reaching approximately 4.5 million patients annually in all 50 states through its network of approximately 670 locations in 48 states.
Forward-Looking Statements
This press release includes certain statements that are not historical facts but are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompanied by words such as “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect,” “should,” “would,” “plan,” “predict,” “potential,” “seem,” “seek,” “future,” “outlook,” and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding projections, estimates and forecasts of revenue and other financial and performance metrics and projections of market opportunity and expectations and the Company’s acquisition pipeline. These statements are based on various assumptions and on the current expectations of AdaptHealth management and are not predictions of actual performance. These forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on, by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions. Many actual events and circumstances are beyond the control of the Company.
These forward-looking statements are subject to a number of risks and uncertainties, including the outcome of judicial and administrative proceedings to which the Company may become a party or governmental investigations to which the Company may become subject that could interrupt or limit the Company’s operations, result in adverse judgments, settlements or fines and create negative publicity; changes in the Company’s customers’ preferences, prospects and the competitive conditions prevailing in the healthcare sector. A further description of such risks and uncertainties can be found in the Company’s filings with the Securities and Exchange Commission. If the risks materialize or assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that the Company presently knows or that the Company currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect the Company’s expectations, plans or forecasts of future events and views as of the date of this press release. The Company anticipates that subsequent events and developments will cause the Company’s assessments to change. However, while the Company may elect to update these forward-looking statements at some point in the future, the Company specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing the Company’s assessments as of any date subsequent to the date of this press release. Accordingly, undue reliance should not be placed upon the forward-looking statements.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260908762966/en/
C3.ai, Inc. (AI - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned +0.6%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Computers - IT Services industry, which C3.ai falls in, has gained 4.6%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, C3.ai is expected to post a loss of $0.22 per share, indicating a change of +12% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of -$0.82 for the current fiscal year indicates a year-over-year change of +39.3%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.49 indicates a change of +39.7% from what C3.ai is expected to report a year ago. Over the past month, the estimate has changed -2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, C3.ai is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of C3.ai, the consensus sales estimate of $53.18 million for the current quarter points to a year-over-year change of -29.2%. The $222.61 million and $245.7 million estimates for the current and next fiscal years indicate changes of -11.1% and +10.4%, respectively.
Last Reported Results and Surprise HistoryC3.ai reported revenues of $52.38 million in the last reported quarter, representing a year-over-year change of -25.4%. EPS of -$0.2 for the same period compares with -$0.37 a year ago.
Compared to the Zacks Consensus Estimate of $51.46 million, the reported revenues represent a surprise of +1.79%. The EPS surprise was +23.08%.
Over the last four quarters, C3.ai surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
C3.ai is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about C3.ai. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Everpure P has remained stable following the announcement last Friday that it will join the S&P 500 before the market opens on September 21. This addition highlights a significant achievement for the company, which has seen its revenue growth accelerate for eight consecutive quarters. This growth is driven by strong enterprise demand, increased market share, and the rising adoption of its Storage-as-a-Service offerings, with artificial intelligence (AI) and hyperscale solutions providing further opportunities.
S&P 500 Inclusion: Everpure will transition from the S&P MidCap 400, replacing The Trade Desk TTD in the S&P 500. This move is expected to trigger automatic buying from index-tracking funds and adds to a robust year for Everpure, with its stock rising nearly 50% year-to-date. Company Overview: Everpure offers a comprehensive storage and data management platform centered on flash technology. Their range of products includes traditional enterprise storage and high-performance AI workloads, all built on a unified software architecture designed for enhanced performance, density, reliability, and power efficiency. The company has also ventured into consumption-based storage with its Evergreen//One service, achieving an annualized total contract value (TCV) run rate exceeding $1 billion. Q2 Performance: In Q2 (July), Everpure surpassed expectations with a 37.7% year-over-year revenue increase to $1.19 billion and a 77% rise in adjusted operating income to $230 million. The company has raised its FY27 guidance, now anticipating revenue between $5.03 billion and $5.07 billion, up from a previous range of $4.41 billion to $4.51 billion, and adjusted operating income of $940 million to $960 million. Remaining performance obligations (RPO) grew 44% year-over-year to over $4.1 billion, ensuring strong future revenue visibility. The adjusted gross margin stood at 69.9%, with P strategically maintaining product gross margins at the lower end of its 65-70% range to focus on growth and market share amidst rising component costs. Growth Drivers: The Q2 growth was bolstered by increased pricing, a transition to higher-performance configurations, and enhanced capacity per system, which compensated for lower system volumes. The demand was widespread across all products, regions, and customer segments, with large enterprise interest remaining robust despite significant price hikes. AI Impact: The demand for Everpure's storage solutions is being further fueled by AI as customers develop more data-intensive infrastructures. The company is also expanding its partnerships with hyperscalers, recently securing a contract with a second top-five hyperscaler, which is expected to ramp up significantly in FY28. Everpure anticipates that its hyperscale business will make a more substantial contribution in the latter half of FY27. Everpure's inclusion in the S&P 500 signifies a pivotal moment for a company that is increasingly benefiting from the growing demands of AI and infrastructure modernization. The stock has performed well, driven by rising core enterprise demand, the adoption of Storage-as-a-Service, and emerging hyperscale opportunities. Although shares experienced a pullback after P's impressive Q2 results in late August—likely due to high expectations and concerns over short-term cash flow and product margins—these factors reflect strategic decisions to secure supply and prioritize growth. Everpure still anticipates positive free cash flow for FY27. The significant revision to its second-half outlook indicates resilient demand despite price increases, reinforcing confidence in its growth trajectory. The upcoming Financial Analyst Meeting on September 23 will provide further insights into the company's long-term strategy and financial outlook.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
Artificial intelligence (AI) has created trillions of dollars' worth of value for some of America's largest organizations over the last few years, but not every company in this booming industry has been a winner. C3.ai (AI +0.48%) stock, for instance, is down 22% in 2026 (as of the market close last Friday, Sept. 4), as investors abandon ship over the company's declining revenue and steep losses.
Last September, C3.ai's founder, Thomas Siebel, stepped down from his role as CEO to focus on his health issues. Since he played a central role in the sales and customer relationship management processes, his departure led to a sharp decline in the company's revenue.
Fortunately, Siebel returned to lead C3.ai in May, and he is determined to get things back on track. Is it time for investors to start buying the stock?
Image source: Getty Images.
A shift from AI applications to critical AI platforms Developing AI software applications from scratch can be extremely expensive, and it requires specialized technical expertise. Not every business has those resources, so they rely on service providers like C3.ai that can deliver turnkey solutions. But C3.ai's business model is changing -- it still has a portfolio of ready-made AI apps, but it's also becoming a platform provider.
The company launched the C3 Agentic AI Platform late last year, which is effectively an intelligent operating system for businesses. It gains a deep understanding of every existing entity, process, relationship, and piece of data within the enterprise, facilitating the creation of powerful agents that can automate tasks and make key operational decisions (with human permission).
One of the newest tools on the C3 Agentic AI Platform is C3 Code, an advanced programming tool that can build software based on instructions provided in plain English. In other words, it gives enterprises the ability to build their own applications at a lightning-fast pace, even if they don't have a team of world-class engineers.
C3.ai's pivot to become a platform provider is very important, because enterprise AI requires a unified whole-of-business approach. Deploying just one application isn't enough for the average enterprise to stay ahead of their competitors anymore; AI needs to be at the core of every process to maximize productivity and value.
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C3.ai expects sales to sink further C3.ai generated $250.3 million in total revenue during its 2026 fiscal year (ended April 30), a 35% decline from the previous year. The company then generated $52.4 million in revenue during its fiscal 2027 first quarter (ended July 31), a 25% year-over-year decline.
These poor results were a direct consequence Siebel's brief departure, but now that he is back on board, C3.ai's performance is expected to improve. Management's latest forecast suggests the company could deliver up to $240 million in revenue during fiscal 2027 overall, representing a much narrower year-over-year decline of 4% from fiscal 2026. Moreover, Siebel believes a return to sales growth could happen within the next two quarters.
C3.ai has completely restructured its sales department and dramatically cut costs to support its turnaround, which were necessary steps to keep its bottom line in check after its net loss soared by 63% to $470.3 million during fiscal 2026. The company still lost $92.8 million during the fiscal 2027 first quarter, but that was a 20% reduction from the year-ago result.
Plus, C3.ai was modestly free cash-flow positive to the tune of $2.1 million during the first quarter, so the bottom line is certainly trending in the right direction.
A beaten-down stock isn't necessarily a cheap stock C3.ai stock currently trades at a price-to-sales (P/S) ratio of 6.5, which is a discount to its five-year average of 9.4. However, because the company's revenue is forecast to shrink during fiscal 2027, its forward P/S ratio is actually higher than its trailing P/S ratio.
AI PS Ratio data by YCharts
In other words, C3.ai is more expensive when valued against its future financial results than it is today, which is precisely why investors typically avoid buying into shrinking businesses -- they tend to destroy shareholder value over time. However, since Siebel believes C3.ai will return to sales growth on a quarterly basis soon, this particular case might be an exception.
During the first quarter, the company experienced a 73% quarter-over-quarter increase in its gross bookings, which usually represent the value of signed contracts for services that will be delivered in the future. Bookings are often a useful predictor of revenue, so Siebel's optimism might be warranted.
With that said, it might be a good idea for investors to wait until C3.ai's sales actually return to growth before buying its stock, in order to minimize potential risks.
IAMGOLD remains a Buy with a revised $24 target, reflecting improved balance sheet strength and upcoming catalysts. Scaling down Côté's expansion reduces near-term capex by $500–$700M, with debottlenecking targeting 40,000+ tpd and further capacity under study. Essakane generates significant FCF but faces escalating royalties and cash repatriation risks due to Burkina Faso's royalty structure.
Pulmovant, a clinical-stage biotech and Roivant (NASDAQ:ROIV) company, on Tuesday shared topline data from its Phase 2 PHocus clinical trial evaluating mosliciguat for pulmonary hypertension associated with interstitial lung disease (PH-ILD).
PH-ILD occurs when scarring and inflammation in the lungs restrict blood flow through the pulmonary arteries, raising blood pressure within the lungs.
Presented at the European Respiratory Society International Congress 2026, the data highlight meaningful clinical progress in PH-ILD patients.
PHocus Trial Achieves Primary And Secondary TargetsAt Week 16, the study met its primary endpoint by demonstrating a statistically significant, placebo-adjusted pulmonary vascular resistance reduction of 56.3%, derived from a 51.3% drop in mosliciguat patients versus a 6.6% increase in placebo.
The company called it the highest ever reported PVR reduction in any randomized controlled PH trial.
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Mosliciguat also met its secondary endpoints, delivering a placebo-adjusted 35.2-meter improvement in six-minute walk distance alongside a 357.7 pg/mL drop in NT-proBNP, a key cardiac strain biomarker.
Placebo-adjusted walk distance improvements expanded to 52.7 meters, while NT-proBNP reductions reached 487.1 pg/mL, representing a 75.9% decline.
Mosliciguat was well tolerated, with cough incidence reaching just 12.1% in the treatment arm compared to 18.2% in placebo, successfully avoiding a common issue seen with inhaled prostacyclins.
Novel Mechanism Drives Phase 3 ProgramMosliciguat operates as a potential first-in-class, once-daily inhaled sGC activator that triggers sGC independently of nitric oxide or heme status.
The mechanism provides targeted pulmonary vasodilation with limited systemic side effects while potentially offering anti-fibrotic, anti-inflammatory, and anti-apoptotic benefits.
With up to 200,000 Group 3 PH-ILD patients living across the U.S. and Europe, Roivant has already initiated patient enrollment for its Phase 3 PHrontier trial.
ROIV Stock Price Activity: Roivant Sciences shares were up 17.69% at $41.11 during premarket trading on Tuesday, according to Benzinga Pro data.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sezzle Inc. (SEZL - Free Report) Sezzle is a technology-enabled payments company offering a digital shopping and payments platform as an alternative to traditional credit at checkout. Formed in 2016 and launching its platform in 2017, Sezzle is headquartered in Minneapolis, MN, and primarily operates in the United States and Canada, having exited India and some European markets in recent years.
SEZL is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. SEZL has a Growth Style Score of A, forecasting year-over-year earnings growth of 46% for the current fiscal year.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.14 to $5.24 per share. SEZL boasts an average earnings surprise of +17.4%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, SEZL should be on investors' short list.
Brookfield Infrastructure offers a rare mix of undervaluation, ~5% yield, and 6-7% dividend growth, with 85% of revenues regulated or contracted. The BIP-BIPC unification eliminates the K-1 burden, removes the partnership discount, enhances liquidity, and is expected to catalyze near-term price appreciation. Fair value is estimated at ~$48, implying 28.5% upside from current levels, supported by both historical multiples and a dividend discount model.
Key Takeaways NuScale Power's six-module plant could produce about 250-270 metric tons of hydrogen per day.Its reactors can be built near industrial users, reducing the need to transport hydrogen long distances.NuScale Power can shift between electricity and hydrogen production while working alongside renewables. NuScale Power Corporation’s (SMR - Free Report) hydrogen opportunity comes from using its small modular reactors to produce large quantities of carbon-free hydrogen for industrial users. The advanced nuclear company has been studying this application since 2014. A NuScale plant with six reactor modules, connected to a hydrogen production system, could generate about 250-270 metric tons of hydrogen per day. This could serve industries that already use large amounts of hydrogen, including fertilizer, refining and methanol production.
A major advantage is the ability to place NuScale’s reactors close to factories that actually need hydrogen. The plants require roughly 40 acres and can operate without depending on the wider electricity grid. This could allow a facility to be built near an ammonia plant or another industrial customer, reducing the need to transport hydrogen over long distances. The same plant could also provide electricity, process heat and oxygen, giving customers several useful energy products from one site.
NuScale’s technology could also make hydrogen production more dependable and flexible. Nuclear reactors can provide a steady supply of electricity and heat, helping hydrogen facilities operate for long periods without frequent interruptions. NuScale’s reactors can also shift between producing electricity and supporting hydrogen production based on demand. They can work alongside renewable energy as well, giving industrial customers a more flexible way to meet both their power and hydrogen needs.
The hydrogen market is increasingly attracting interest as industries look for cleaner ways to meet their energy and fuel needs. Opportunities are emerging across hydrogen production, supporting equipment and infrastructure, creating multiple paths to benefit from wider adoption.
Other Companies Tapping the Hydrogen Opportunity
FuelCell Energy’s (FCEL - Free Report) hydrogen opportunity comes from technology that can produce hydrogen while generating electricity and heat. FuelCell Energy already supplies hydrogen and power to Toyota’s Long Beach site under a 20-year agreement. FuelCell Energy’s carbonate fuel cells can also produce hydrogen alongside carbon capture, which could lower the overall cost of capturing emissions. This gives the company exposure to cleaner industrial energy and hydrogen demand.
Meanwhile, Plug Power (PLUG - Free Report) is building its hydrogen opportunity around both hydrogen production plants and electrolyzers, which are machines to produce hydrogen. Plug Power has hydrogen plants in Georgia, Louisiana and Tennessee with 40 tons-per-day of combined designed capacity. Plug Power is also advancing electrolyzer projects in Portugal, Spain and the U.K., while pursuing larger opportunities in Canada and Uzbekistan, including green ammonia and sustainable aviation fuel applications.
The Zacks Rundown on NuScale Power
Shares of SMR have lost more than 20% over the past six months.
Image Source: Zacks Investment Research
NuScale Power currently has an average brokerage recommendation of 2.58 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 19 brokerage firms.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for SMR’s earnings has been revised over the past 90 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A stock that just hit a 52-week low doesn't usually need much to bounce. NuScale Power (SMR +15.26%) found that out in August, gaining 10.1% during the month according to data provided by S&P Global Market Intelligence, after a brutal July.
Has the nuclear energy stock bottomed out, and should investors buy it while they still can amid the artificial intelligence (AI) power crunch?
Image source: Getty Images.
NuScale's Q2 revenue plunged 99% The biggest single-day pop came around Aug. 25 when NuScale announced plans to roll out nuclear-specific AI tools built with Nuclearn and NPX's AtomAssist platform. Early testing showed a cut of up to 80% in the time it takes engineers to find key design information.
Simply put, NuScale, which is developing small modular reactors (SMRs), plans to use custom nuclear AI to sift through mountains of technical documents and regulatory rules to extract data quickly. That should mean quicker decisions and no costly project delays as a reactor moves from design to deployment.
Earlier in the month, though, the news was nowhere near as flattering. NuScale kicked off August by reporting revenue of only $75,000 for the second quarter, down 99 % from $8 million a year earlier.
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The slump wasn't really about business erosion. It was a job ending, as NuScale finished front-end engineering design work on a project in Romania. The company doesn't have anything meaningful yet to replace that revenue with. It also continues to incur big losses and burn cash.
Should you buy NuScale Power stock now? NuScale ended Q2 with $1.9 billion in cash and investments, up $900 million from Q1. On Aug. 11, it filed to sell another $750 million in shares. That's more stock dilution, and a bet that only pays off if NuScale can sign a power purchase agreement (PPA) before investors run out of patience.
That's the single biggest development investors are waiting for, as commercial execution remains unproven. NuScale has the regulatory head start as its SMR design is already approved by the U.S. Nuclear Regulatory Commission.
The AI boom has created an insatiable demand from hyperscalers and data centers for massive, uninterrupted, carbon-free energy. NuScale's certified SMR design puts it in a prime position to meet that need, but commercial execution remains unproven with its first operational reactor still years away.
Until its commercial development partner, ENTRA1 Energy translates non-binding framework agreements into signed PPAs and turns regulatory milestones into concrete factory orders, NuScale Power stock will keep trading on pure speculation rather than revenue or earnings visibility.
Shares of NuScale Power (SMR +15.26%) have fallen roughly 70% over the past year. Today, it trades around $9.70, making it look a lot more interesting relative to its 52-week high of $ 57.42. But I'm still not a buyer. Not until it gets closer to around $7 a share. Let me explain.
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To be sure, NuScale has a lot going for it. Its 77-megawatt small modular reactor design received approval from the Nuclear Regulatory Commission in 2025, and the company has assembled a supply chain of more than 60 specialized partners. That's a big deal given what it takes to build a nuclear power company from scratch.
Then there's the company's commercialization partner, ENTRA1 Energy, which is working with the Tennessee Valley Authority (TVA) on a potential deployment of up to 6 gigawatts of NuScale reactors. That could eventually involve 72 NuScale modules and would be one of the largest nuclear energy deployments in U.S. history.
Image source: Getty Images.
None of this is trivial, but the problem is that it's still only a potential scenario. ENTRA1 and TVA haven't signed a definitive power purchase agreement. Meanwhile, NuScale isn't really generating any meaningful commercial revenue yet. Revenue in the second quarter was only about $75,000. Indeed, the stock remains highly speculative.
The balance sheet is strong Despite the speculation, NuScale finished June with approximately $1.9 billion in cash, cash equivalents, and investments. That's an enormous cushion for a nuclear energy company at this stage of development. Although shareholders paid for some of it.
During the first six months of 2026, NuScale sold nearly 89.7 million shares through an at-the-market offering, raising about $985 million after expenses. That's significant dilution, and investors shouldn't assume additional capital raises are off the table forever.
At roughly $9.70, NuScale still carries a market capitalization of around $4 billion. That's difficult for me to justify for an energy company with almost no revenue and no binding order for its first major commercial nuclear power project.
Why I'd buy at $7 At $7 per share, NuScale would be roughly another 28% below today's price and slightly below its current 52-week low of $7.21. I'd start with a small position there. Not because $7 magically makes NuScale cheap. It doesn't. But it gives me a better margin of safety while still providing enormous upside if the TVA project becomes real. There's also a scenario where I'd buy above $7.
If ENTRA1 signs a binding agreement with TVA and NuScale finally has a clear path toward deploying dozens of reactors, I'd be willing to pay more because the risk would have changed. The bottom line is that at $7, I'm interested. Below $6, I'd get much more aggressive.
Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Get Free Report) and DHT (NYSE:DHT – Get Free Report) are both energy companies, but which is the better business? We will compare the two businesses based on the strength of their risk, earnings, profitability, dividends, valuation, analyst recommendations and institutional ownership.
Earnings and Valuation This table compares Petroleo Brasileiro S.A.- Petrobras and DHT”s gross revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Petroleo Brasileiro S.A.- Petrobras $104.23 billion 1.29 $19.63 billion $3.96 5.26 DHT $498.40 million 6.72 $211.09 million $2.94 7.07 Petroleo Brasileiro S.A.- Petrobras has higher revenue and earnings than DHT. Petroleo Brasileiro S.A.- Petrobras is trading at a lower price-to-earnings ratio than DHT, indicating that it is currently the more affordable of the two stocks. Dividends Petroleo Brasileiro S.A.- Petrobras pays an annual dividend of $0.42 per share and has a dividend yield of 2.0%. DHT pays an annual dividend of $4.88 per share and has a dividend yield of 23.5%. Petroleo Brasileiro S.A.- Petrobras pays out 10.6% of its earnings in the form of a dividend. DHT pays out 166.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
Insider & Institutional Ownership 58.5% of DHT shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
Profitability This table compares Petroleo Brasileiro S.A.- Petrobras and DHT’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Petroleo Brasileiro S.A.- Petrobras 24.52% 30.61% 10.94% DHT 65.52% 39.40% 28.63% Risk and Volatility Petroleo Brasileiro S.A.- Petrobras has a beta of 0.32, meaning that its share price is 68% less volatile than the S&P 500. Comparatively, DHT has a beta of -0.09, meaning that its share price is 109% less volatile than the S&P 500.
Analyst Recommendations This is a breakdown of current ratings and recommmendations for Petroleo Brasileiro S.A.- Petrobras and DHT, as reported by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Petroleo Brasileiro S.A.- Petrobras 0 2 5 0 2.71 DHT 0 2 3 0 2.60 Petroleo Brasileiro S.A.- Petrobras presently has a consensus target price of $19.48, indicating a potential downside of 6.55%. DHT has a consensus target price of $19.33, indicating a potential downside of 7.02%. Given Petroleo Brasileiro S.A.- Petrobras’ stronger consensus rating and higher probable upside, equities research analysts clearly believe Petroleo Brasileiro S.A.- Petrobras is more favorable than DHT.
Summary Petroleo Brasileiro S.A.- Petrobras beats DHT on 8 of the 15 factors compared between the two stocks.
(Get Free Report)
Petróleo Brasileiro S.A. – Petrobras explores, produces, and sells oil and gas in Brazil and internationally. The company operates through three segments: Exploration and Production; Refining, Transportation and Marketing; and Gas and Power. The Exploration and Production segment explores, develops, and produces crude oil, natural gas liquids, and natural gas primarily for supplies to the domestic refineries. The Refining, Transportation and Marketing segment engages in the refining, logistics, transport, acquisition, and exports of crude oil; and production of fertilizers, as well as holding interests in petrochemical companies. The Gas and Power segment is involved in the logistic and trading of natural gas and electricity; transportation and trading of LNG; generation of electricity through thermoelectric power plants; renewable energy businesses; low carbon services; and natural gas processing business, as well as production of biodiesel and its co-products. The company also engages in prospecting, drilling, refining, processing, trading, and transporting crude oil from producing onshore and offshore oil fields, and shale or other rocks, as well as oil products, natural gas, and other liquid hydrocarbons. In addition, it engages in research, development, production, transport, distribution, and trading of energy. Petróleo Brasileiro S.A. – Petrobras was incorporated in 1953 and is headquartered in Rio de Janeiro, Brazil.
About DHT (Get Free Report)
DHT Holdings, Inc., through its subsidiaries, owns and operates crude oil tankers primarily in Monaco, Singapore, and Norway. The company also offers technical management services. As of March 15, 2024, it had a fleet of 24 very large crude carriers. The company was incorporated in 2005 and is headquartered in Hamilton, Bermuda.
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Nebius targets $3.0-$3.4 billion 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increased substantially to 5 GW. Customer prepayments may exceed $9 billion in 2026, with recent contracts covering roughly 50%-60% of associated infrastructure CapEx.
Buy NBIS. The Palantir “preferred sovereign AI infrastructure” deal is a credibility shock that should pull in more enterprise workloads, and management is already capacity-constrained (sold out for the year, selling 2027 capacity). The chart confirms trend strength (above the 50-day MA, inverted head-and-shoulders) with a clear path: reclaim/hold $250, then push toward $300 and $312 if resistance breaks.
Key Risk: Palantir’s partnership doesn’t translate into incremental revenue fast enough, and the stock sells off on dilution/cash burn fears.
CoreWeave (CLOV) / IREN (IREN) neocloud sympathy
Buy CLOV and IREN as a basket. Nebius is moving with the same “neocloud” tape (CoreWeave and IREN cited as mirroring performance). If Palantir is standardizing sovereign AI infrastructure, the second-order effect is more procurement across the whole GPU cloud peer group, lifting sentiment and order flow beyond just Nebius.
Key Risk: The move is purely Nebius-specific (no broader customer shift), and the market rotates out of neoclouds after the initial headline fades.
Nebius stock surged by over 10% today, September 8, continuing a recovery that started on Tuesday last week when it bottomed at $194.76. It jumped to a high of $250, its highest level since August 18 this year, mirroring the performance of other neocloud companies like CoreWeave and IREN.
NBIS stock went parabolic after the company announced a major partnership with Palantir, one of the biggest software players in the industry.
In a statement, Palantir said that it will use Nebius as its preferred sovereign AI infrastructure partner. As part of this deal, Palantir will bring Nebius compute and inference endpoints inside Palantir enterprise perimeter.
This means that Palantir customers will have access to Nebius’s cloud and inference infrastructure. Alex Karp, Palantir’s CEO, said:
“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control. Our ontology and their infrastructure will undergird the sovereignty our partners are demanding.”
Palantir joins a long list of customers who are using Nebius services. Some of the most notable ones are Microsoft, Meta Platforms, Cloudflare, and Revolut. Its demand is so high such that the management insisted that it was fully sold out for the year, and that it was in a position to sell its 2027 capacity today.
READ MORE: Michael Burry shorts Nebius stock: Is it a buy or sell before earnings?
The most recent results showed that Nebius Group’s revenue growth continues growing, with the management expecting it to keep growing. Its revenue surged by 454% in the second quarter to $582 million, with its six-month figure rising to $981 million.
The challenge, however, is that this growth is coming at a cost. For example, its depreciation and amortization rose from $75 million in the second quarter of last year to over $259 million. This is a big number, which means that its D&A is about 44% of the total revenue.
The company’s capital expenditure continued growing, reaching over $5.7 billion as it continues to spend. It is funding its spending through borrowing and using customer prepayments. In its statement, the management said that it expected to receive about $9 billion in customer prepayments.
Worse, the company has funded its capital expenditure through share sales. It sold 12.7 million shares through June, raising $2.8 billion in cash. It has about 13 million in outstanding shares that it can sell. This explains why it has a short interest of about 20%.
NBIS stock chart | Source: TradingView
The daily chart shows that the NBIS stock has soared in the past few days, moving from a low of $194.76 last week to a high of $245. A closer look shows that it has already crossed the 50-day moving average and formed an inverted head-and-shoulders pattern. These technicals are usually high bullish.
Nebius is attempting to move above the Major S/R pivot point of the Murrey Math Lines tool at $250. Therefore, the most likely scenario is where it continues rising, potentially to the strong pivot reverse level of $312. This view will be confirmed if it crosses the resistance at $300.
Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
On September 8 at 10:20AM EST, NBIS triggered a Power Inflow signal at a price of $238.59. NBIS’s price in the opening hour of trading had been mostly stagnant, even dropping slightly prior to the signal. At the time of the signal, and then thereafter, both retail and institutional trading interest in NBIS shifted toward the buy side, leading to an immediate rise in the stock price, eventually reaching a post-alert high of $254.74 as of 2:00PM EST. This Power Inflow signal is intended to be a bullish indication of institutional and retail interest, highlighting where traders may be entering the market for the stock.
Understanding the Power Inflow Signal
The Power Inflow alert is a proprietary signal developed and provided by TradePulse. Issued within the first two hours of the trading day, the alert highlights moments when there is a significant shift in order flow, specifically indicating a strong trend toward buying activity. This suggests a higher probability of bullish price movement for the remainder of the trading day, making it a potentially strategic and opportune entry point for active traders.
Order flow analytics examine real-time buying and selling behavior by analyzing volume, timing, and order size across both retail and institutional participants. These insights provide a deeper understanding of price action and market sentiment, allowing traders and institutions to make more informed decisions.
NBIS Performance
At the time of the Power Inflow alert, NBIS was trading at $238.59. Following the signal:
• Intraday High As Of 2:00PM EST: $254.74 (+6.77%)
Today’s Power Inflow alert on NBIS illustrates a clear example of how real-time order flow analytics can uncover bullish momentum, particularly during periods when price action appears stagnant or even declining. Traders who bought NBIS shortly after the Power Inflow signal could have captured an immediate and substantial intraday gain, emphasizing the advantage of closely monitoring order flow data. These short-term gains further highlight the value of order flow analytics in identifying bullish intraday momentum and potential price reversals.
This article is for informational purposes only and does not constitute financial advice, investment recommendations, or a solicitation to buy or sell securities. The analysis is based on stock order flow data, but accuracy is not guaranteed. Investing involves risk, including possible loss of principal, and past performance is not indicative of future results. Please consult a licensed financial advisor before making any investment decisions.
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.
NBIS is signing multiyear AI-cloud contracts exceeding $1 billion on average, supported by strong demand for GPU capacity and attractive contract economics. Customer prepayments cover 50% to 60% of associated capacity capex, improving cash conversion and reducing capital payback periods. Nebius charges $7.15 per hour for B200 capacity, above the broader market benchmark, while short-duration capacity can earn materially higher revenue per megawatt of capacity.
Key Takeaways RDW is accelerating phased-array antenna development for dynamic beam steering and higher data throughput.RDW builds on existing RF capabilities, including tactical antennas and space-based Link-16 demonstrations.RDW has delivered more than 200 flight antennas while upgrading its RF flight electronics facilities. Redwire Corporation (RDW - Free Report) is expanding its focus on military communications with a strategic investment in next-generation phased-array antenna technology. In August 2026, the company announced the investment to accelerate the development and production of phased-array antenna systems designed for communications across low Earth orbit (LEO), medium Earth orbit (MEO) and geostationary orbit (GEO). The systems are expected to support dynamic beam steering, stronger link reliability and higher data throughput for warfighter communications.
The investment builds on Redwire’s existing radio frequency (RF) capabilities. The company already provides tactical connectivity antennas and RF payloads, including antennas used on the Proliferated Warfighter Space Architecture. Redwire also previously demonstrated a Link-16 signal transmission from space to ground, supporting the exchange of tactical data across military platforms.
Phased-array technology could give RDW another opportunity to participate in the expansion of distributed military satellite networks. Its ability to support multiple orbital environments could broaden the applications of its RF portfolio as defense customers seek communications systems capable of operating across increasingly complex space architectures. Redwire’s RF Systems group also supplies tactical communications and sensing payloads to major aerospace and defense companies, giving the company an established channel for deploying these technologies.
The investment could strengthen Redwire’s position in space-based communications while creating opportunities to expand its role across national security programs. With more than 200 flight antennas already delivered and a major upgrade to its RF flight electronics assembly facilities, RDW is building on an existing technology base rather than entering the market from scratch.
Companies Advancing Phased-Array Defense CommunicationsGrowing demand for resilient military communications is encouraging aerospace and defense companies to advance phased-array technologies for satellite and other contested communications applications. Viasat Inc. (VSAT - Free Report) and Northrop Grumman Corporation (NOC - Free Report) are also developing capabilities that support secure and resilient communications across defense applications.
Viasat develops active electronically scanned array technologies designed to support multi-band and multi-orbit satellite communications, aligning with the broader push toward flexible and resilient military connectivity.
Northrop Grumman works on SATCOM ground systems and phased-array antenna technologies that assist in military communications, providing another example of how advanced antenna architectures are being integrated into defense networks.
Earnings Estimates for RDW StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests a year-over-year growth of 57.32% and 40%, respectively.
Image Source: Zacks Investment Research
RDW Stock Is Trading at a PremiumRedwire is trading at a premium relative to the industry, with a forward 12-month price-to-sales of 4.96X compared with the industry average of 2.36X.
Image Source: Zacks Investment Research
RDW Stock Price PerformanceOver the past six months, RDW shares have risen 9.1% against the industry’s 15.1% fall.
Image Source: Zacks Investment Research
RDW’s Zacks RankRedwire currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Rigetti Computing (RGTI +4.01%) were moving higher today after the quantum computing company secured $100 million in CHIPS Act funding, along with quantum peer D-Wave Quantum, showing the sector becoming the latest to receive interest from the federal government, which had previously taken stakes in chip stocks like Intel and GlobalFoundries.
As of 9:54 a.m. ET, Rigetti Computing stock was up 7.9% after gaining as much as 12.2% earlier in the morning.
Image source: Getty Images.
Rigetti gets CHIPS Act funding In a press release this morning, Rigetti said that it had signed an agreement with the Department of Commerce for a $100 million award to accelerate R&D to scale and advance superconducting quantum computers.
The value of the government's stake is unclear, as the release just said that the Dept. of Commerce will receive a minority, non-controlling equity stake in the company. Rigetti currently has a market cap of around $5 billion, so taking the investment at face value would equal a stake of about 2% for the government.
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What's next for Rigetti Rigetti is still barely generating revenue, reporting $5.1 million in revenue in the second quarter, and quantum computing remains an emerging technology.
Still, the interest from the government is clearly a positive for Rigetti and its peers. While that funding won't make it a viable business, it should help it advance its research and bring it closer to generating meaningful revenue. Still, the stock is speculative until it can get to that point.
Jeremy Bowman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Globalfoundries and Intel. The Motley Fool has a disclosure policy.
Quantum computing technology could be the next big innovation after artificial intelligence.
*Stock prices used were the afternoon prices of Sept. 5, 2026. The video was published on Sept. 7, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends IonQ. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The U.S. government is taking minority equity stakes in D-Wave Quantum, Rigetti Computing, and Quantinuum with a combined $300 million CHIPS Act deal that funds the three companies to scale quantum-computing research.
