Track market-moving stories before they get noisy

Key Takeaways SBUX repaid about $1.8B of debt in Q3 FY26, reducing leverage to 2.9X and lowering quarterly interest expense.SBUX ended fiscal Q3 with long-term debt of $13.28B, down from $16.07B at the end of FY25.SBUX has $3.9B in cash and investments and $3B in borrowing capacity, supporting operations. Starbucks Corporation (SBUX - Free Report) is strengthening its balance sheet as it advances the Back to Starbucks strategy. In the third quarter of fiscal 2026, the company used a portion of the proceeds from its China transaction to repay approximately $1.8 billion of debt. This repayment reduced Starbucks’ leverage to 2.9 times, supporting its investment-grade profile.

In May 2026, Starbucks repurchased approximately $1.3 billion in aggregate principal amount of senior notes through cash tender offers. The repurchases covered five note series carrying stated interest rates ranging from 4.5% to 5.4% and maturities between 2028 and 2048. A separate $500 million note due in June 2026 was also no longer outstanding at quarter-end. Consequently, total long-term debt, including the current portion, declined to approximately $13.28 billion as of June 28, 2026, from $16.07 billion at the end of fiscal 2025.

Starbucks’ lower debt balance has begun to reduce quarterly financing costs. Fiscal third-quarter interest expense declined $8 million year over year, primarily driven by reduced debt balances. However, interest expense for the first nine months increased $14 million, mainly because of lower cross-currency interest-rate hedging savings, partly offset by the reduced debt balance. Upcoming long-term debt maturities total $1.5 billion in fiscal 2027, approximately $1.08 billion in fiscal 2028 and $1.75 billion in fiscal 2029.

The company ended the fiscal third quarter with $3.9 billion in cash and investments and $3 billion of available contractual borrowing capacity. Starbucks had no outstanding borrowings under its unsecured revolving credit facility or commercial paper program and remained in compliance with all applicable debt covenants.

Overall, lower leverage, substantial liquidity and unused borrowing capacity reinforce Starbucks’ financial flexibility. The company expects operating cash flows, existing cash and investments, and access to debt markets to fund its core operations and shareholder distributions for at least the next 12 months. These resources likely support continued business investment, debt repayment and cash returns to shareholders.

Peers Preserve Financial Flexibility Through Different ModelsDutch Bros Inc. (BROS - Free Report) is maintaining liquidity while funding its shop-development program. The company ended the second quarter of 2026 with approximately $699 million in total liquidity, comprising $268.6 million in cash and $430.6 million available under its revolving credit facility. BROS’ operating cash flow increased 55.3% year over year to $196.9 million during the first six months, while 2026 capital expenditures are projected at $350-$370 million. Total debt stood at $200.5 million, of which $170 million is scheduled to mature in 2030. Dutch Bros expects operating cash flow and access to its credit facility to cover debt service, lease obligations, working capital and required distributions for at least the next 12 months.

McDonald’s Corporation (MCD - Free Report) maintains financial flexibility supported by substantial cash generation and access to credit markets. The company generated $5.22 billion in operating cash flow during the first six months of 2026, exceeding capital expenditures by $3.7 billion. During the same period, McDonald’s made $581 million in long-term financing repayments, paid $2.64 billion in dividends and spent $1.25 billion on share repurchases. Long-term debt remained broadly stable at $39.86 billion compared with $39.97 billion at the end of 2025. Interest expense increased 6% year over year to $809 million during the first six months of 2026, primarily due to higher average interest rates and foreign-currency translation. For full-year 2026, McDonald’s expects interest expense to rise 4-6% year over year, mainly because of higher average interest rates.

SBUX’s Price Performance, Valuation & EstimatesShares of Starbucks have gained 20.5% in the past year against the industry’s 7.5% decline.

SBUX’s One-Year Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, SBUX trades at a forward price-to-sales (P/S) multiple of 3.07, below the industry’s average of 3.29.

SBUX’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for SBUX’s fiscal 2026 earnings per share (EPS) implies a year-over-year increase of 21.1%. The EPS estimates for fiscal 2026 have increased in the past 60 days.

EPS Trend of SBUX Stock
Image Source: Zacks Investment Research

SBUX’s Zacks RankSBUX stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Qualcomm and HUMAIN unveiled the Horizon Ultra AI PC, powered by the Snapdragon X2 Elite platform.The 18-core Oryon CPU, Adreno GPU and Hexagon NPU enable AI workloads to run locally on the device.QCOM is extending AI technologies across computing as demand grows for responsive, privacy-focused AI PCs. Qualcomm Incorporated (QCOM - Free Report) is expanding its presence in the rapidly growing artificial intelligence (AI) PC market through a collaboration with HUMAIN on the newly unveiled Horizon Ultra AI PC. The device is powered by the company’s Snapdragon X2 Elite platform, bringing advanced AI computing capabilities directly to enterprise PCs.

Qualcomm’s Snapdragon X2 Elite features an 18-core Oryon CPU, Adreno GPU and Hexagon NPU, forming the core of the Horizon Ultra AI PC. This architecture distributes workloads across specialized processing engines, enabling AI models and applications to run locally on the device while retaining access to cloud computing when additional resources are needed.

Qualcomm is strengthening its on-device AI capabilities by enabling faster and more responsive experiences while allowing selected workloads and sensitive data to remain on the PC. The platform can support enterprise productivity, content creation, multimodal AI and intelligent agents, addressing growing demand for devices that combine traditional computing performance with dedicated AI processing.

The partnership highlights the company’s broader strategy of extending its AI technologies across computing markets. As enterprises increasingly adopt locally processed AI to enhance responsiveness, privacy and data sovereignty, Qualcomm’s Snapdragon platforms are likely to benefit from rising demand for AI-native PCs and intelligent computing devices.

How Are Competitors Advancing in the AI PC Market?Qualcomm competes with NVIDIA Corporation (NVDA - Free Report) and Advanced Micro Devices (AMD - Free Report) . NVIDIA is advancing in the AI PC market with its RTX Spark platform, designed to bring powerful AI capabilities directly to Windows PCs. The company is working with Microsoft to develop AI-focused PCs that can support personal AI agents and run advanced AI workloads locally. NVIDIA’s expanding collaboration with MediaTek could further support the development of AI-focused consumer computers.

AMD is strengthening its position in the AI PC market with its Ryzen AI Halo platform and Ryzen AI Max PRO 400 Series processors. These products are designed to support large AI models and agentic AI workloads locally, reducing reliance on cloud computing. AMD is working with leading PC manufacturers to expand the availability of AI-powered PCs across consumer and commercial markets.

QCOM’s Price Performance, Valuation & EstimatesQualcomm shares have gained 7.3% over the past year compared with the industry’s growth of 49.5%.

Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company's shares currently trade at 16.89 forward earnings, higher than 13.55 for the industry.

Image Source: Zacks Investment Research

Earnings estimates for fiscal 2026 have declined 1.9% to $10.54 per share over the past 60 days, while those for fiscal 2027 have decreased 7.5% to $10.06.

Image Source: Zacks Investment Research

Qualcomm stock currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Merck-Moderna's cancer vaccine met its Phase 3 goal in high-risk melanoma.Moderna surged 177%, whereas Merck gained 12.6% after the trial update.IDNA, PPH, CANC and XBI offer ETF exposure to MRK or MRNA. Merck (MRK - Free Report) and Moderna (MRNA - Free Report) delivered a significant breakthrough in melanoma treatment, with their jointly developed mRNA cancer vaccine showing positive results in its first-ever Phase 3 trial. This vaccine, combined with Merck’s exemplary immunotherapy Keytruda, met the primary goal of significantly extending the period patients lived without melanoma returning compared with Keytruda alone.

The immediate market reaction highlighted how important the trial could be for both healthcare stocks. On Aug. 19, Moderna’s shares skyrocketed nearly 177% following the announcement, whereas Merck rose 12.60%.

With rising incidence of skin cancers worldwide, along with the rapid adoption of innovative immuno-oncology drugs, the latest development puts a spotlight on MRK and MRNA, as well as healthcare exchange-traded funds (ETFs) holding them.

Immunotherapy Gaining Prominence in Melanoma TreatmentMelanoma treatment has evolved substantially over the past decade as checkpoint inhibitors and targeted therapies have replaced many older chemotherapy approaches.While traditional chemotherapy works by directly attacking rapidly dividing cells, immunotherapy helps the patient's immune system to destroy cancer cells and has led to significant progress in treating patients with advanced melanoma over the past few years.

Per the Institute of Cancer Research’s data published in 2024, more than 52% of people diagnosed with advanced melanoma are now surviving the disease for 10 years or more when they receive a combination immunotherapy treatment compared with only 1 in 20 patients with advanced melanoma surviving for five years, just 15 years ago.

Consequently, immunotherapy drugs like Merck’s Keytruda or Bristol Myers Squibb’s (BMY - Free Report) Nivolumab are gaining strong traction in melanoma treatment.

What Are Market Growth Prospects?With an estimated 234,680 cases of melanoma expected to be diagnosed in the United States in 2026, melanoma treatment, particularly immunotherapy, offers solid market growth opportunities.

To this end, the global melanoma therapeutics market, estimated at $5.83 billion in 2024, is projected to reach $10.27 billion by 2030, witnessing a 9.9% CAGR, according to Grand View Research. Importantly, immunotherapy is the largest and fastest-growing product segment, with the global melanoma immunotherapy market estimated to see a CAGR of 11.7% to reach $4.62 billion by 2030.

Against this backdrop, the latest breakthrough achieved by the cancer vaccine, co-developed by Merck and Moderna, should help these stocks capture a larger portion of the aforementioned melanoma immunotherapy market.

ETFs to WatchReuters reported that Barclays analysts estimate the Merck-Moderna vaccine to generate up to $3 billion in annual melanoma-related sales by 2035.

Against this backdrop, ETF investors eager to capitalize on the expected benefits of this vaccine breakthrough may want to gain exposure to the following healthcare ETFs, which hold Merck or Moderna or both.

iShares Genomics Immunology and Healthcare ETF (IDNA - Free Report) is a thematic healthcare ETF designed to capture long-term growth of genomics, immunology and bioengineering. MRNA holds 8.85% of this fund, enjoying the first spot, whereas MRK holds 3.66% at the seventh position.

It has net assets worth $256.7 million and an expense ratio of 0.47%. The fund trades at an average daily volume of 90,628 shares.

VanEck Pharmaceutical ETF (PPH - Free Report) is a focused healthcare ETF that provides exposure to major drugmakers and pharmaceutical companies globally. MRK holds 10.94% of this fund, enjoying the second spot.

It has total net assets worth $1.03 billion and an expense ratio of 0.36%. The fund trades at an average daily volume of 280,123 shares.

Tema Oncology ETF (CANC - Free Report) is an actively managed thematic ETF offering exposure to biotech companies shaping the future of cancer therapeutics and care. MRK holds a weightage of 3.56% in this fund, enjoying the seventh position.

It has assets under management worth $211.1 million and an expense ratio of 0.75%. The fund trades at an average daily volume of 33,006 shares.

State Street SPDR S&P Biotech ETF (XBI - Free Report) provides exposure to biotechnology stocks. MRNA holds 2.76% of its portfolio, having the first position.

It has assets under management worth nearly $11.40 billion and an expense ratio of 0.35%. The fund trades at an average daily volume of 9.02 million shares.

Key Takeaways NextEra Energy's backlog reached nearly 35.1 GW after adding 3.6 GW of projects in the second quarter.NextEra Energy unit is in talks with 30 potential data center hubs, which can further boost demand.NextEra Energy targets 15 GW of new generation for large loads by 2035, with upside above 30 GW. NextEra Energy’s (NEE - Free Report) unit Energy Resources is positioned to benefit from accelerating electricity demand from AI-driven data centers. Hyperscalers require large, reliable and rapidly deployable power supplies, creating new opportunities for renewable, storage and firm-generation projects. In first-quarter 2026, hyperscalers accounted for roughly 30% of Energy Resources’ 4 gigawatts (“GW”) backlog additions, highlighting their growing contribution to project origination.

Momentum remained strong in the second quarter, when Energy Resources added 3.6 GW of renewables and storage projects, lifting its backlog to nearly 35.1 GW. The expanding backlog strengthens visibility into future contracted revenues and earnings while demonstrating the company’s ability to convert rising electricity needs into long-duration infrastructure opportunities across multiple technologies.

Data centers provide a particularly attractive long-term channel. Energy Resources is discussing with 30 potential data-center hubs and expects that figure to reach 40 by year-end 2026. Its base case targets 15 GW of new generation serving large loads by 2035, while the upside case exceeds 30 GW, supported by direct hyperscaler, utility, cooperative, municipal and federal partnerships.

 Energy Resources aims to add clean generation in the range of 76.6 GW to 107.6 GW in 2026 to 2032 to meet rising demand. NextEra Energy’s scale, development expertise and diversified generation portfolio should support sustained long-term growth as AI infrastructure expands. Its ability to combine renewables and battery storage with gas generation and potentially nuclear power provides flexibility to meet around-the-clock demand. Continued backlog conversion should support investment growth and earnings visibility through the next decade across the United States.

Data Center Demand Expands Utility Growth OpportunitiesRising electricity demand from AI-driven data centers is strengthening utilities’ long-term growth prospects by accelerating investments in generation, transmission and grid infrastructure. Large-load additions support higher power sales, rate-base expansion and new long-term contracts, while creating opportunities for utilities to deploy renewable, storage, gas and nuclear capacity.

Utilities like FirstEnergy (FE - Free Report) and PPL Corp. (PPL - Free Report) are benefiting from rising AI-driven data-center demand, supporting higher electricity load and infrastructure investment. FirstEnergy’s $36-billion Energize365 program underpins long-term earnings growth, while PPL’s expanding Pennsylvania data-center pipeline could create $10-$12 billion of additional generation opportunities through 2032, strengthening growth prospects.

The Zacks Rundown on NEENEE’s Earnings EstimatesThe Zacks Consensus Estimate for NEE’s 2026 and 2027 earnings per share indicates a year-over-year increase of 8.09% and 8.71%, respectively.

Image Source: Zacks Investment Research

NextEra Energy’s Shares Trading at a PremiumThe company is currently valued at a premium compared with its industry on a forward 12-month P/E basis. NextEra Energy is currently trading at 19.4X compared with the industry average of 14.95X.

Image Source: Zacks Investment Research

NEE’s Price PerformanceNextEra Energy’s shares have gained 14.2% in the past year compared with the Zacks Utility - Electric Power industry’s rally of 10.6%.

Image Source: Zacks Investment Research

NEE’s Zacks Rank

Oracle ORCL shares fell around 5% on Tuesday, putting the stock on track for a third straight session of losses as rising bond yields and renewed inflation concerns pressured technology stocks.

The broader market also declined on the first trading day of September.

The S&P 500 fell 0.3%, while the Nasdaq Composite lost 0.5%. The Dow Jones Industrial Average dropped 221 points, or 0.4%.

Global bond yields continued to rise, with the US 10-year Treasury yield reaching levels not seen since January 2025.

Japan's 10-year government bond yield climbed to its highest level since August 1996, while Germany's benchmark yield reached its highest level since 2011.

Stocks later recovered from their lows as upward pressure on yields eased.

Oracle shares have remained under pressure over the past several months and are down around 4% over the past six months.

TD Cowen lowered its price target on Oracle to $240 from $300 while maintaining a Buy rating ahead of the company's analyst day on October 28.

The firm expects cloud computing to be the main focus of the event and said Oracle is likely to issue updated fiscal 2030 targets.

The company's next major catalyst is its upcoming quarterly earnings report, expected on September 10-15.

Analysts expect Oracle to report earnings per share of $1.67, up from $1.47 a year earlier.

Revenue is expected to reach $19.13 billion, compared with $14.93 billion previously.

Citi opened a positive catalyst watch on Oracle last week, arguing that the software company's recent share-price collapse could provide an entry point ahead of earnings and the October investor day.

The bank said there is an "opportunity after one of the most extreme dislocations and drawdowns in the stock's history."

Citi attributed the recent pressure partly to investor capitulation and technical selling factors, including credit spreads and at-the-market equity issuance.

Oracle shares have underperformed most large-cap technology peers over the past three months, according to Citi, with the stock suffering a peak-to-trough drawdown of more than 50% within 30 to 40 days.

The bank described the move as four to five standard deviations relative to historical volatility.

Citi said expectations have since reset, with forced selling likely behind the stock and bond and credit default swap spreads recovering.

Citi also pointed to recent updates from neocloud providers as a potentially positive read-through for Oracle.

The bank said strong demand is driving pricing and margin improvements for neocloud companies and argued Oracle could see similar benefits from newly signed contracts.

Oracle added more than $85 billion in sequential backlog in its May quarter, according to Citi, compared with roughly $9 billion added by the neocloud providers it referenced.

That backlog growth could become an important focus when Oracle reports results later this month, particularly as investors assess whether the company's cloud business can offset the recent pressure on the stock.

For Oracle shareholders, the combination of September earnings and the October analyst day creates two near-term tests for the company's cloud growth outlook.

At the same time, the sharp decline in the stock has left analysts divided between concerns over valuation and expectations for a recovery.

Snowflake Inc (NYSE:SNOW) stock is up 90% over the last six months and could be headed on a path to new all-time highs. One catalyst that could help boost the stock is second-quarter financial results, set for Wednesday after market close.

Here are the earnings estimates, what experts are saying and key items to watch.

• Snowflake stock is trending lower. Why is SNOW stock retreating?

Snowflake Q2 Earnings EstimatesAnalysts expect Snowflake to report second-quarter revenue of $1.48 billion, up from $1.14 billion in last year’s second quarter, according to data from Benzinga Pro.

The company has beaten analyst estimates for revenue in more than 10 straight quarters. The current estimate calls for record quarterly revenue, which would surpass the $1.39 billion reported in the first quarter.

Analysts expect Snowflake to report second-quarter earnings of 45 cents per share, up from 35 cents per share in last year’s second quarter.

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What Experts are SayingSnowflake stock has been highly volatile after recent earnings reports, something highlighted by Freedom Capital Markets Chief Market Strategist Jay Woods in a weekly newsletter.

"Snowflake has traded higher after six of its last seven reports, including a 36% jump last quarter. It has an average post-earnings move of +/- 12.8%, so buckle up!" Woods said

Woods said Snowflake was able to show investors that it’s not being as disrupted by AI as feared and instead could be a software beneficiary from artificial intelligence. The market expert said a follow-up strong report is likely needed.

"This quarter investors want proof that results weren’t just a flurry but a lasting and beautiful snowfall."

Woods said investors could be looking for another beat and likely, raised guidance.

"Simply beating expectations may not be enough. Another guidance raise may be the key to keeping the momentum going."

The market expert said the company needs to show that products such as Cortex AI and Snowflake Intelligence are carrying AI growth forward.

Rosenblatt analyst Blair Abernethy is expecting Snowflake to show "healthy consumption growth," according to a new investor note.

The analyst maintained a Buy rating and raised the price target from $285 to $345.

"We expect another solid quarter, with ongoing healthy enterprise cloud migration efforts, tailwinds from the adoption of new Snowflake products such as CoCo and AI enhancements," Abernethy said.

Abernethy said Snowflake has a "significant medium-term growth opportunity" with data warehouse migration and new AI capabilities."

The analyst expects revenue and earnings per share to be in line or better with estimates.

The recent launch of Cortex AI Gateway in July is expected to help boost the company’s AI opportunities with customers, the analyst added.

Here are other recent analyst ratings on Snowflake stock and their price targets:

Cantor Fitzgerald: Maintained Overweight rating, raised price target from $282 to $405 Barclays: Maintained Equal-Weight rating, raised price target from $285 to $332 Citigroup: Maintained Buy rating, raised price target from $320 to $395 Benchmark: Maintained Buy rating, raised price target from $290 to $360 Key Items to WatchAs mentioned by analysts above, the company’s product adoption with customers and growing AI opportunities could be front and center and one of the things to watch in the quarter.

Investors and analysts will also be watching for a beat and raise in the quarter, something that could see the stock react positively and get closer to 52-week and all-time highs.

First-quarter revenue was up 33% year-over-year. This will be another key figure to watch to see if growth is slowing down or not.

Snowflake’s remaining performance obligations were $9.21 billion in the first quarter, up 38% year-over-year. This remains another key figure to show healthy future growth.

SNOW Stock Price ActionSnowflake stock is down 2.88% on Tuesday versus a 52-week trading range of $118.30 to $341.95. Snowflake stock is up 90% over the last six months, but up only 49.4% year-to-date in 2026.

The stock is currently trading near a five-year high, with the all-time high of $401.89 set back in November 2021.

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Photo: Shutterstock

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Micron just posted a productivity figure so extreme that analysts are scrambling to explain whether it reflects a structural shift in the memory business or a cycle that could turn just as violently as it spiked.

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Micron Technology‘s (NASDAQ:MU | MU Price Prediction) earnings revealed a productivity figure that reframes the entire memory cycle. Revenue per employee reached $1,703 in May 2026, and the trajectory that got there is the story.

$1.7 Million Per Employee in Nine Months Micron’s revenue per employee climbed from $838 in November 2025 to $1,703 in May 2026, a doubling that capped a nine-month sprint from the start of fiscal 2026. The metric had grown gradually from $338 in August 2023 before inflecting sharply late in calendar 2025. This is a productivity figure derived from reported revenue against headcount, not a management-disclosed KPI, and Micron did not break out an employee count in its fiscal Q3 2026 conference call.

What It Means for Micron’s Operating Model The doubling is the byproduct of pricing power meeting a fixed cost base. Fiscal Q3 revenue landed at $41.456 billion, up 345.72% year over year, while operating expenses moved only to $1.738 billion from $1.215 billion in the comparable quarter two years earlier. GAAP gross margin expanded to 84.6% from 37.7% a year ago. DRAM prices rose in the low-60% range sequentially and NAND prices in the mid-80% range, both driven by tight industry conditions. When each additional dollar of revenue carries roughly 85 cents of gross profit, every existing worker becomes more valuable.

The revenue sequence tells the same story: $13.643 billion in Q1, $23.860 billion in Q2, and $41.456 billion in Q3. Free cash flow moved from $803 million in Q4 2025 to $18.304 billion in Q3 2026.

Market Reaction: Shares Up 706% in a Year Micron closed at $958.73 on August 31, 2026. That is +706.89% over one year, +236.12% year to date, and +16.49% over the trailing month. Shares rose 2.77% in the most recent session. Market capitalization now sits near $1.08 trillion.

Bull Case: A Memory Shortage That Won’t Ease Quickly CEO Sanjay Mehrotra told analysts Micron does not currently have “line of sight as to when memory supply will be able to catch up with increasing demand,” and management expects tight DRAM and NAND conditions to persist beyond calendar 2027. That backdrop is reinforced by supplier behavior across the industry, with Samsung locking up 70% of HBM capacity through 2031, an industry signal that the constrained supply cycle has years left to run.

Micron has signed 16 Strategic Customer Agreements covering data center, consumer, automotive, and industrial markets, with contracted revenue at minimum floor prices totaling approximately $100 billion over the remaining terms and $22 billion in cash deposits and letters of credit expected. HBM4 has already generated over $1 billion in revenue and is ramping twice as fast as HBM3E 12-high. Mehrotra framed the setup bluntly: “AI is still in very, very early innings.” The same buildout is pulling in the power, cooling, and networking suppliers behind the data centers, which we profiled in a free report on seven AI infrastructure names that aren’t chipmakers.

Analysts have chased the numbers higher. The fiscal 2027 EPS consensus stands at $155.03, up from $102.72 ninety days ago, on 39 analyst estimates. Forward P/E sits at 6x.

Bottom Line: $50 Billion Guide Is the Next Test For retirement-focused holders, the productivity figure matters because it captures operating leverage in a form that is hard to fake. When revenue per worker roughly doubles in nine months without a matching expense build, the incremental margin flows to cash. Micron returned capital along the way, with a 30% dividend increase approved in Q2 and $650 million in buybacks through the nine months ended May 28, 2026.

The forward catalyst is fiscal Q4, guided to $50.0 billion ± $1.0 billion in revenue and non-GAAP EPS of $31.00 ± $1.00 at approximately 86% gross margin. If Micron delivers, the $1.7 million per employee mark will look like a waypoint on the way higher.

Contact [email protected] for any questions or corrections.

Key Takeaways AMC's Q2 2026 adjusted EBITDA rose 39.5% above 2019 levels despite attendance being 26.5% lower.AMC has closed 225 theatres since 2020 while expanding premium and enhanced auditoriums by over 50%.AMC's premium formats are driving stronger economics, while newer theatres outperform the closed venues. AMC Entertainment Holdings, Inc. (AMC - Free Report) is reshaping its theatre portfolio to improve asset productivity. The company is closing underperforming theatres while concentrating capital on stronger venues, premium formats and cost-efficient upgrades.

The scale of the portfolio shift is notable. Since 2020, AMC has closed 225 theatres and opened 66, resulting in a net reduction of 159 locations, or approximately 16% of its global circuit. At the same time, the company has added 77 premium large-format and 193 XL auditoriums, increasing its premium and enhanced auditorium options by more than 50%.

These actions are contributing to stronger results. In the second quarter of 2026, AMC’s revenues were 6% above and adjusted EBITDA was 39.5% above second-quarter 2019 levels, even though attendance was 26.5% lower and the North American industry box office was 7.5% lower. Separately, compared with the prior-year quarter, approximately $200 million of incremental revenues generated $131.9 million of additional adjusted EBITDA, representing roughly 66% flow-through.

AMC’s portfolio decisions give the earnings comparison added relevance. The theatres it has opened generate substantially higher combined revenues and profitability than those it has closed, while its willingness to exit weaker venues has helped secure more attractive lease terms. XL auditoriums cost less than $20,000 per screen to establish and currently command ticket prices roughly 10% above traditional screens. During The Odyssey’s opening weekend, premium and extra-large formats represented only about 8% of AMC’s screens but generated more than 50% of its ticket gross for the film.

AMC’s second-quarter performance indicates that its leaner theatre portfolio is supporting stronger asset productivity and likely EBITDA conversion. The superior economics of newly opened theatres, improved lease terms and outsized ticket-gross contribution from premium formats underscore portfolio optimization as a meaningful contributor to the company’s EBITDA momentum.

Peer ComparisonsCinemark Holdings, Inc. (CNK - Free Report) is establishing a strong EBITDA benchmark through scale, pricing and operating leverage. In the second quarter of 2026, worldwide revenues exceeded $1 billion for the first time, while adjusted EBITDA reached a quarterly record of $294 million. The adjusted EBITDA margin was 27.1%, only 10 basis points below its all-time quarterly high. Domestic market-share gains, premium-format penetration, strategic pricing, higher concession per caps and cost control supported the performance. With roughly 40% of its domestic cost structure fixed, higher attendance can generate meaningful EBITDA leverage. Further premium-format expansion and growth in concessions and merchandise support its prospects, although future margins remain sensitive to film quality, release cadence and box-office consistency.

The Marcus Corporation (MCS - Free Report) is also benefiting from stronger EBITDA conversion across its theatre and hotel operations. Consolidated adjusted EBITDA increased 43% year over year to $46.2 million in the second quarter of 2026. Theatre adjusted EBITDA rose nearly 37% to $36.3 million, while segment revenues increased 14.4%, indicating solid operating leverage. The quarterly results implied approximately 52% incremental theatre EBITDA flow-through, while MCS considers roughly 50% a reasonable average over time. Its prospects are supported by premium large-format screens at 84% of theatre locations, strategic pricing and a healthy film slate. The hotel division, where adjusted EBITDA increased more than 31%, provides earnings diversification, although theatre profitability remains sensitive to attendance and box-office volatility.

AMC’s Price Performance, Valuation & EstimatesShares of AMC have declined 4.7% in the past year compared with the industry’s 8.7% fall.

AMC’s One-Year Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, AMC trades at a forward price-to-sales (P/S) multiple of 0.42, below the industry’s average of 2.76.

AMC’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for AMC’s 2026 loss per share implies a year-over-year improvement of 77.1%. Estimates for 2026 loss per share have remained unchanged in the past 30 days.

EPS Trend of AMC Stock
Image Source: Zacks Investment Research

AMC’s Zacks RankAMC stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways INTU's Credit Karma generated $2.6 billion in FY2026 revenues, growing 20% year over year.Credit Karma gained share in major financial categories, with insurance and home-loan revenues up 44%.TurboTax users of Credit Karma generate approximately twice the average revenues of single-product users. Intuit’s (INTU - Free Report) Credit Karma generated $2.6 billion in revenues and grew 20% in fiscal 2026. However, Intuit expects Credit Karma’s growth to moderate to 11%-13% in fiscal 2027, implying revenues of $2.919-$2.973 billion. While this represents a meaningful slowdown, the business would still be growing at a double-digit rate and remains one of the stronger growth areas within Intuit’s consumer portfolio.

Several factors could support continued growth. Credit Karma is gaining share in major financial categories, with roughly one in nine U.S. credit-card and personal-loan originations now coming through Intuit’s platform. Insurance and home-loan revenues also grew 44% in fiscal 2026, creating opportunities to diversify beyond traditional lending products.

Another key driver is the connection between Credit Karma and TurboTax. Customers using both products generate approximately twice the average revenue per customer compared with single-product users. This allows Intuit to deepen engagement and monetize customers across multiple financial needs throughout the year.

The biggest concern is the slowdown in Credit Karma’s growth, from 20% in fiscal 2026 to 11%-13% expected in fiscal 2027. Management is taking a cautious view of future gains in partner demand, indicating that the strong momentum in fiscal 2026 may be difficult to replicate.

Credit Karma strengthens Intuit’s broader consumer ecosystem by connecting tax customers with financial products throughout the year. With expanding product categories, rising engagement and deeper TurboTax integration, Credit Karma could remain an important contributor to Intuit’s long-term growth strategy.

How INTU’s Competitors Fared?NerdWallet (NRDS - Free Report) is a direct Credit Karma competitor in financial-product discovery across credit cards, loans, insurance and deposits. In the second quarter of 2026, revenues rose 6% year over year to $197.3 million, while consumer revenues increased 8% to $175.2 million.

LendingTree (TREE - Free Report) competes through its online marketplace for loans, cards, mortgages, insurance and credit services. In the second quarter of 2026, consolidated revenues jumped 25% to $313.4 million. Insurance revenue surged 42% to $209.3 million, while consumer revenues fell 4% to $60.3 million.

INTU’s Price Performance, Valuation and EstimatesShares of Intuit have rallied 11.6% over the past three months, outperforming the broader industry and the S&P 500 composite.

Image Source: Zacks Investment Research

In terms of forward 12-month Price/Sales (P/S), Intuit is currently trading at 4.15X, which is at a discount to the industry average of 6.43X.

Image Source: Zacks Investment Research

Intuit’s estimate revisions reflect a negative trend. The Zacks Consensus Estimate for fiscal 2027 EPS has been revised down 4% to $26.24 over the past week. The consensus estimate for 2027 calls for 8.1% growth year over year.

Image Source: Zacks Investment Research

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

Enhances S&P Global Energy's global data center, power, and infrastructure intelligence

, /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the completion of its acquisition of datacenterHawk, a leading provider of proprietary intelligence for global data center, fiber optic, and related infrastructure markets.

datacenterHawk is now part of S&P Global Energy, combining its asset-level intelligence on data center supply, demand, pricing, pipelines, and site selection – including its FiberLocator platform – with S&P Global Energy's comprehensive coverage of global power markets across grid infrastructure intelligence, supply and demand forecasting, and leading datacenter forecasting, market outlooks, and technology intelligence from 451 Research.

"Completing this acquisition marks a meaningful step forward in how we serve global energy and infrastructure markets," said Dave Ernsberger, President, S&P Global Energy. "AI is transforming the physical infrastructure and energy systems that underpin the global economy, and our customers need real-time, actionable intelligence that connects all of it – data centers, power grids, compute, and connectivity. datacenterHawk's asset-level data, combined with S&P Global Energy's forecasting capabilities and 451 Research insights, creates the most comprehensive view in the market, and we're excited to start delivering that to customers today."

The combined platform provides customers with enhanced transparency and insight into data centers, emerging capacity, and the evolving AI infrastructure ecosystem with real-time intelligence for investment, site selection, and strategic planning.

The transaction, originally announced in July 2026, further strengthens S&P Global Energy's position as an industry leader in connecting data center, power and infrastructure markets with advanced intelligence and technology.

Financial terms of the transaction were not disclosed and the acquisition is not expected to have a material impact on the financial results of S&P Global, or the Energy division.

Media Contacts 

Josh Goldstein
S&P Global Energy
+1 954-254-4900
[email protected] 

Orla O'Brien
S&P Global
+1 857-407-8559
[email protected]

About S&P Global

S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively and thrive in a rapidly changing global landscape.

From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges and plan for tomorrow – today. Learn more at www.spglobal.com.

About S&P Global Energy
At S&P Global Energy, our comprehensive view of global energy and commodities markets enables our customers to make superior decisions and create long-term, sustainable value. Our four core capabilities are: Platts for pricing and news; CERA for research and advisory; Horizons for energy expansion and sustainability solutions; and Events for industry collaboration. S&P Global Energy is a division of S&P Global (NYSE: SPGI). Learn more at www.spglobal.com/energy. 

Forward-Looking Statements: This press release contains "forward-looking statements," as defined in the Private Securities Litigation Reform Act of 1995. These statements, which express management's current views concerning future events, trends, contingencies or results, appear at various places in this press release and use words like "anticipate," "assume," "believe," "continue," "estimate," "expect," "forecast," "future," "intend," "plan," "potential," "predict," "project," "strategy," "target" and similar terms, and future or conditional tense verbs like "could," "may," "might," "should," "will" and "would." For example, management may use forward-looking statements when addressing topics such as: the outcome of contingencies; future actions by regulators; changes in the Company's business strategies and methods of generating revenue; the development and performance of the Company's services and products; the expected impact of acquisitions and dispositions; the Company's effective tax rates; and the Company's cost structure, dividend policy, cash flows or liquidity.

Forward-looking statements are subject to inherent risks and uncertainties. Factors that could cause actual results to differ materially from those expressed or implied in forward-looking statements include, among other things:

worldwide economic, financial, political, regulatory, and geopolitical conditions (including slower GDP growth or recession, restrictions on trade (e.g., tariffs and disruptions to shipping in connection with the military conflict in the Middle East), instability in the banking sector and inflation), and factors that contribute to uncertainty and volatility (e.g., supply chain risk), geopolitical uncertainty (including military conflict), natural and man-made disasters, civil unrest, public health crises (e.g., pandemics), and conditions that result from legislative, regulatory, trade and policy changes, including from the U.S. administration; the volatility and health of debt, equity, commodities and energy markets, including credit quality and spreads, the composition and mix of credit maturity profiles, the level of liquidity and future debt issuances, equity flows from active to passive, fluctuations in average asset prices in global equities, demand for investment products that track indices and assessments and trading volumes of certain exchange traded derivatives; the demand and market for credit ratings in and across the sectors and geographies where the Company operates; the Company's ability to maintain adequate physical, technical and administrative safeguards to protect the security of confidential information and data, or protect against a system or network disruption that results in regulatory penalties and remedial costs or improper disclosure of confidential information or data; the outcome of litigation, government and regulatory proceedings, investigations and inquiries; concerns in the marketplace affecting the Company's credibility or otherwise affecting market perceptions of the integrity or utility of independent credit ratings, benchmarks, indices and other services; the level of merger and acquisition activity in the United States and abroad; the level of the Company's future cash flows and capital investments; the effect of competitive products (including those incorporating artificial intelligence ("AI")) and pricing, including the level of success of new product developments and global expansion; the impact of customer cost-cutting pressures; a decline in the demand for our products and services by our customers and other market participants; our ability to develop new products or technologies, to integrate our products with new technologies (e.g., AI), or to compete with new products or technologies offered by new or existing competitors; the introduction of competing products (including those developed by AI) or technologies by other companies;  our ability to protect our intellectual property from unauthorized use and infringement, including by others using AI technologies, and to operate our business without violating third-party intellectual property rights, including through our own use of AI in our products and services; our ability to attract, incentivize and retain key employees, especially in a competitive business environment; our ability to successfully navigate key organizational changes; the continuously evolving regulatory environment in Europe, the United States and elsewhere around the globe affecting each of our businesses and the products they offer, and our compliance therewith; the Company's exposure to potential criminal sanctions or civil penalties for noncompliance with foreign and U.S. laws and regulations that are applicable in the jurisdictions in which it operates, including sanctions laws relating to countries such as Iran, Russia and Venezuela, anti-corruption laws such as the U.S. Foreign Corrupt Practices Act and the U.K. Bribery Act of 2010, and local laws prohibiting corrupt payments to government officials, as well as import and export restrictions; the Company's ability to make acquisitions and dispositions and successfully integrate the businesses we acquire; consolidation of the Company's customers, suppliers or competitors; the ability of the Company, and its third-party service providers, to maintain adequate physical and technological infrastructure; the Company's ability to successfully recover from a disaster or other business continuity problem, such as an earthquake, hurricane, flood, civil unrest, protests, military conflict, terrorist attack, outbreak of pandemic or contagious diseases, security breach, cyber attack, data breach, power loss, telecommunications failure or other natural or man-made event; the impact on the Company's revenue and net income caused by fluctuations in foreign currency exchange rates; the impact of changes in applicable tax or accounting requirements on the Company; the ability of the separation of Mobility Global to qualify for tax-free treatment for U.S. federal income tax purposes; any disruption to the Company's business in connection with the separation of Mobility Global; and any loss of synergies from separating the businesses of Mobility Global and the Company that adversely impact the results of operations of both businesses, or the companies resulting from the separation of Mobility Global not realizing all of the expected benefits of the separation. The factors noted above are not exhaustive. The Company and its subsidiaries operate in a dynamic business environment in which new risks emerge frequently. Accordingly, the Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the dates on which they are made. The Company undertakes no obligation to update or revise any forward-looking statement to reflect events or circumstances arising after the date on which it is made, except as required by applicable law. Further information about the Company's businesses, including information about factors that could materially affect its results of operations and financial condition, is contained in the Company's filings with the SEC, including Item 1A, Risk Factors in our most recently filed Annual Report on Form 10-K.

SOURCE S&P Global

Key Takeaways FTNT launches a free high-school cybersecurity curriculum to expand workforce development & brand visibility.AI security advances and strong Q2 demand drove revenues up 26% and billings up 33% year over year.Fortinet raised its 2026 outlook to $8.02-$8.18 billion for revenues and $3.41-$3.47 for EPS. Fortinet (FTNT - Free Report) is drawing renewed investor attention after unveiling a free Technical High School Cybersecurity Curriculum, a move that broadens its footprint in workforce development while reinforcing the company's long-term demand pipeline for cybersecurity talent and products alike.

Delivered through the Fortinet Training Institute's Security Awareness and Training Service, the initiative offers two full-year courses, Cybersecurity 1: Foundations and Cybersecurity 2: Fundamentals, spanning roughly 180 days and 145 hours each. The standards-aligned program covers networking, cryptography, endpoint security and risk management, and is already being piloted by Chicago Public Schools.

By equipping the next generation of cyber defenders at no cost to districts, Fortinet strengthens its brand visibility among educators and future IT professionals, a strategy that has historically supported longer-term platform adoption.

The education push follows closely on a string of technology advancements strengthening Fortinet's AI security portfolio. In August, the company acquired Virtue AI to bolster agentic red-teaming, runtime protection and continuous validation for AI models and autonomous agents, complementing its existing FortiAIGate offering. This builds on the earlier launch of FortiSOC, a unified, cloud-delivered security operations platform powered by agentic AI, and FortiOS 8.0, which added AI-driven security, next-generation SASE and quantum-safe capabilities across its Security Fabric.

This announcement lands on the heels of a robust second-quarter 2026 performance that underscores accelerating cybersecurity demand. Revenues climbed 26% year over year to $2.05 billion, while billings surged 33% to $2.37 billion. Product revenues jumped 52% to $773 million, fueled by FortiGate unit growth tied to AI-workload and OT security needs, and the SASE Firewall business grew 34% to surpass $2 billion. Profitability metrics were equally strong, with non-GAAP operating margin hitting a second-quarter record of 38% and free cash flow more than tripling year over year to $966 million. Non-GAAP EPS rose 41% to $0.90, comfortably topping the company's own guidance range.

Buoyed by this momentum, Fortinet raised its full-year 2026 outlook, projecting revenues of $8.02-$8.18 billion and non-GAAP EPS of $3.41-$3.47. With billings acceleration, record margins and a widening talent pipeline through education initiatives, Fortinet appears well-positioned to sustain its growth trajectory into the back half of 2026.

CrowdStrike and Palo Alto Networks Post Similar Demand TrendsFortinet's growth is echoed by peers CrowdStrike (CRWD - Free Report) and Palo Alto Networks (PANW - Free Report) , both of which have reported accelerating demand tied to AI-driven security needs. CrowdStrike's most recent quarter showed revenues up 26% year over year to $1.47 billion, prompting a raised full-year forecast near $6 billion, while Palo Alto Networks guided fiscal fourth-quarter revenues of $3.345-$3.355 billion, up roughly 32% year over year, with next-generation security ARR growth of 59-60%. Unlike Fortinet's education-focused initiative, neither CrowdStrike nor Palo Alto Networks has announced a comparable high-school curriculum, though both continue to expand platform consolidation strategies to capture broader enterprise security budgets.

FTNT’s Share Price Performance, Valuation & EstimatesFortinet shares have gained 115.3% in the year-to-date period, outperforming the Zacks Security industry and the broader Computer and Technology sector’s growth of 90% and 16.8%, respectively.

FTNT’s Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, FTNT appears overvalued, trading at a forward 12-month price-to-earnings ratio of 46.59, higher than the sector's average of 20.65. The company carries a Value Score of F.

FTNT’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Fortinet’s earnings is pegged at $3.40 per share for 2026, which implies year-over-year growth of 23.19%.

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

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

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The setup into Dell Technologies‘ (NYSE:DELL | DELL Price Prediction) fiscal second-quarter results is unusually bullish, and the stock is falling anyway. That gap between an unusually strong setup and a red stock is the story. The move locates today’s selling in Dell’s own event risk rather than in the AI hardware corner.

Dell stock is down 4% to $437.81 in midday trading, coming off a run in which Dell stock was up 266% year to date through Monday’s close. That places Dell against a broad-market backdrop that is only mildly softer.

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.5% to $763.39. Meanwhile, Super Micro Computer (NASDAQ:SMCI) stock is down 1% to $36.74, and Hewlett Packard Enterprise (NYSE:HPE) stock is down 2% to $51.17. Dell’s fade is running harder than either AI server peer, which points the selling at company-specific event risk.

AI Servers Are Doing the Heavy Lifting Just to give you a quick glance at the need-to-know data, the reported Dell consensus estimate calls for earnings of $4.95 per share, up 113.4% from the year-ago period, on revenue of $45.34 billion, up 52%. That consensus sits above Dell’s own guide of $44 billion to $45 billion, so a straight beat means clearing a bar management already lifted.

The business driver is Dell’s Infrastructure Solutions Group and specifically its AI-optimized servers. Consensus looks for Infrastructure Solutions Group operating income of $3.38 billion this quarter against $1.47 billion a year ago. That line item is carrying the multiple.

In its most recent quarter, Dell reported non-GAAP earnings of $4.86 per share on revenue that rose 88% year over year, and Dell stock jumped 32% the following session. Management disclosed a $24.4 billion AI order backlog, framed a $60 billion AI-server opportunity, and guided full-year revenue to $165 billion to $169 billion.

Sympathy Selling and a Higher Bar Super Micro and Hewlett Packard Enterprise are red alongside Dell, though both moves look mild against Dell’s slide. CoreWeave (NASDAQ:CRWV) sits in the frame as the customer whose partnership repositioned Dell from a legacy hardware vendor into a supplier for frontier AI infrastructure. The iShares U.S. Technology ETF (NYSEARCA:IYW) is the sector fund covering this cohort, and the picks-and-shovels names powering the data-center buildout beyond the chipmakers are the subject of a free report we put together here.

Several AI-linked names have beaten expectations this season and sold off anyway on anything short of perfection, so October-quarter guidance and any update to Dell’s full-year range may matter more than the quarter itself. A global bond selloff has lifted the 10-year Treasury note yield to 4.8%, and the highest-multiple AI winners carry the most sensitivity to that. Today, some traders are focused on strong demand for Dell’s AI-optimized servers, even as the DELL share price heads south.

Dell stock trades at a forward P/E ratio of 26x. The average price target among 27 analysts is $510, and Wells Fargo (NYSE:WFC) raised its DELL stock price target to $545.

What to Watch Today’s fade reads as pre-earnings de-risking and profit taking after a large prior run on a risk-off session. The setup rewards clean, above-consensus guidance more than a headline beat.

Investors can watch for how Dell frames the October quarter and the full-year range against a consensus that already sits above management’s prior guide. The Infrastructure Solutions Group operating income line has a $3.38 billion setup to clear. Ultimately, DELL shareholders should consider keeping their position sizes modest into an event where beating alone may not clear the bar.

Contact [email protected] for any questions or corrections.

Key Takeaways Robinhood Chain topped $12 billion in DEX volume and 150 million transactions shortly after launch.Stock Tokens give eligible users in more than 120 countries round-the-clock exposure to tokenized assets.Robinhood Earn drew over $200 million in deposits as the company expands beyond traditional trading. Robinhood Markets’ (HOOD - Free Report) accelerating push into tokenization could emerge as an important long-term growth catalyst as the company expands beyond its traditional brokerage and crypto-trading businesses. The recent launch of the Robinhood Chain public mainnet marks a significant step toward building a blockchain-based financial ecosystem around tokenized real-world assets.

Built as an Ethereum Layer 2 network using Arbitrum technology, Robinhood Chain is designed to support faster and lower-cost transactions. The company has also expanded Stock Tokens through Robinhood Wallet to eligible users across more than 120 countries, enabling round-the-clock exposure to tokenized assets. These tokens may eventually be used across decentralized-finance applications, including lending and collateral-based services.

Robinhood is also broadening its digital-asset offerings through Robinhood Earn, its decentralized lending product and an expanded suite of perpetual futures in Europe covering crypto, commodities, ETFs and foreign exchange. Early adoption has been encouraging, with Robinhood Chain exceeding $12 billion in decentralized-exchange volume and 150 million transactions shortly after launch. Meanwhile, customers deposited more than $200 million into Robinhood Earn, while international funded customers topped 1 million in the second quarter of 2026.

These initiatives could strengthen customer engagement, expand Robinhood’s addressable market and diversify revenues at a time when crypto transaction revenues have been declining. However, regulatory uncertainty, cybersecurity risks, smart-contract vulnerabilities and uncertain adoption pose key concerns. Successful scaling of Robinhood Chain and Stock Tokens could reduce HOOD’s reliance on traditional trading revenues and support a more diversified long-term growth trajectory.

How are Robinhood’s Peers Diversifying Beyond Trading?Two close peers of HOOD are Charles Schwab (SCHW - Free Report) and Interactive Brokers Group (IBKR - Free Report) .

Schwab has been diversifying beyond trading by expanding into wealth management, banking, lending and advisory services, while enhancing offerings for ultra-high-net-worth and RIA clients. Schwab is also investing in AI-enabled advice and digital banking to deepen client relationships and generate more recurring, less transaction-dependent revenues.

Interactive Brokers is diversifying beyond traditional trading by expanding crypto and stablecoin services, prediction markets, global market access and AI-powered investing tools. Interactive Brokers’ strategy centers on a unified multi-asset platform that deepens client engagement and broadens revenue opportunities across emerging financial products and technologies.

HOOD’s Price Performance, Valuation & Estimate AnalysisOver the past six months, Robinhood shares have jumped 33% compared with the industry’s growth of 19.4%.

Image Source: Zacks Investment Research

HOOD shares are currently trading at a premium to the industry. The company has a 12-month trailing price-to-tangible book (P/TB) of 10.89X compared with the industry average of 3.34X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Robinhood’s 2026 earnings suggests a year-over-year decline of 0.5%. The trend is likely to reverse next year, with earnings expected to jump 31.9%. In the past month, earnings estimates for 2026 and 2027 have been revised higher to $2.04 and $2.69 per share, respectively.

Image Source: Zacks Investment Research

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

Key Takeaways BOK Financial's revenues rose 10.2% year over year in the first half of 2026.NII growth is supported by loan expansion, fixed-rate asset repricing and stable funding costs.Fiduciary, investment banking and commercial banking services are broadening BOKF's fee-income base. BOK Financial Corporation (BOKF - Free Report) has been expanding its revenue base through growth in net interest income (NII) and diversified fee-income streams. The company’s revenues witnessed a three-year (2022-2025) CAGR of 5.5% and increased 10.2% year over year in the first half of 2026.

NII has remained an important contributor to BOKF’s top-line performance. The metric witnessed a CAGR of 3.1% from 2022-2025 and continued to increase in the first half of 2026. Going forward, continued loan growth, fixed-rate asset repricing and stable funding costs are expected to support NII. Management expects 2026 NII to be in the upper half of its $1.42-$1.45 billion guidance range compared with $1.32 billion reported in 2025.

BOKF also benefits from a growing and diversified fee-income base. Its fee income witnessed a CAGR of 9.6% from 2022-2025 and continued to increase in the first half of 2026. Growth was driven by customer acquisition, deeper client relationships and continued investment in fee-generating businesses. Growth in fiduciary and asset management, transaction card, investment banking and commercial banking services is helping diversify the revenue mix. Although management expects total fees and commissions revenues to be in the lower half of the $820-$845 million guidance range, up from $800.7 million in 2025, these businesses are expected to remain consistent fee generators, supporting steady, long-term revenue growth.

Strategic acquisitions have also played a role in strengthening BOKF’s revenue diversification. The 2018 acquisition of CoBiz Financial expanded its presence in Colorado and Arizona while adding specialty lending and fee-generating businesses, including wealth management and commercial insurance. By broadening its product offerings and deepening customer relationships, the acquisition created additional opportunities for BOKF to grow both interest and fee income. Overall, continued NII growth and expansion across diversified fee-based businesses are expected to support BOK Financial’s revenue growth in the coming periods.

The Zacks Consensus Estimate of BOKF’s 2026 and 2027 revenues suggests rallies of 3.9% and 5.9%, respectively.

Revenue Estimates
Image Source: Zacks Investment Research

How Are BOKF’s Peers Expanding Revenue Growth?Similar to BOKF, other banks like SouthState Corporation (SSB - Free Report) and Citizens Financial (CFG - Free Report) are witnessing solid revenue growth through geographic expansion, deeper client relationships and broader product offerings.

SouthState is strengthening its revenue base through inorganic expansion in higher-growth markets. SouthState’s revenues increased at a five-year CAGR of 18.7% through 2025, with the uptrend continuing in the first half of 2026. Low-cost deposits, strong loan pipelines, strategic acquisitions and solid non-interest income are expected to support further growth.

Citizens Financial is broadening its revenue base through capital markets, wealth management and other fee-based businesses. Citizens Financial’s total revenues increased at a five-year CAGR of 3.6% from 2020 to 2025, with growth continuing in the first six months of 2026. Higher interest-earning assets, a favorable funding mix and continued growth in fee income are expected to support further revenue growth.

BOKF’s Price Performance & Zacks RankOver the past year, shares of BOKF have gained 22.2% compared with the industry’s 8.0% growth.

Price Performance
Image Source: Zacks Investment Research

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

Canada Pension Plan Investment Board purchased a new stake in Lamb Weston (NYSE:LW – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 24,400 shares of the specialty retailer’s stock, valued at approximately $1,054,000.

A number of other institutional investors also recently modified their holdings of LW. Jones Financial Companies Lllp bought a new stake in shares of Lamb Weston during the 2nd quarter worth $25,000. MCF Advisors LLC grew its position in Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 199 shares during the last quarter. Edmond DE Rothschild Holding S.A. bought a new position in Lamb Weston in the second quarter valued at about $29,000. Hantz Financial Services Inc. raised its stake in Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 571 shares in the last quarter. Finally, Bell Investment Advisors Inc acquired a new position in Lamb Weston during the second quarter worth about $36,000. Institutional investors and hedge funds own 89.56% of the company’s stock.

Lamb Weston Price Performance Shares of LW opened at $54.40 on Tuesday. Lamb Weston has a 12-month low of $37.62 and a 12-month high of $67.07. The business has a 50-day simple moving average of $49.98 and a two-hundred day simple moving average of $45.90. The company has a quick ratio of 0.74, a current ratio of 1.42 and a debt-to-equity ratio of 1.97. The stock has a market cap of $7.48 billion, a PE ratio of 26.15, a PEG ratio of 2.45 and a beta of 0.46.

Lamb Weston (NYSE:LW – Get Free Report) last posted its earnings results on Friday, July 24th. The specialty retailer reported $0.87 EPS for the quarter, beating the consensus estimate of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The firm had revenue of $1.77 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same period last year, the company earned $0.87 earnings per share. The business’s quarterly revenue was up 5.6% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Analysts anticipate that Lamb Weston will post 3.06 earnings per share for the current fiscal year. Lamb Weston Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 7th will be issued a $0.38 dividend. This represents a $1.52 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, August 7th. Lamb Weston’s dividend payout ratio (DPR) is 73.08%.

Wall Street Analyst Weigh In A number of research firms have recently commented on LW. JPMorgan Chase & Co. increased their target price on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Stifel Nicolaus lifted their price target on shares of Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a report on Monday, July 27th. Wall Street Zen upgraded shares of Lamb Weston from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Sanford C. Bernstein increased their price objective on shares of Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a research note on Tuesday, July 28th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $52.00 price objective on shares of Lamb Weston in a research note on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $53.36.

Check Out Our Latest Report on Lamb Weston

Lamb Weston Profile (Free Report)

Lamb Weston, traded on the NYSE under the symbol LW, is a leading global processor and supplier of frozen potato products. The company’s portfolio includes a variety of potato-based items such as French fries, potato wedges, hash browns and specialty cuts tailored to the foodservice and retail grocery channels. Lamb Weston serves quick-service restaurants, full-service operators, grocery chains and food distributors, offering customized product formats, packaging solutions and seasoning options to meet evolving customer demands.

Founded in 1950 and headquartered in Eagle, Idaho, Lamb Weston has grown from a regional processor into one of the world’s largest producers of frozen potato products.

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Canada Pension Plan Investment Board purchased a new position in Valmont Industries, Inc. (NYSE:VMI – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,920 shares of the industrial products company’s stock, valued at approximately $1,687,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. bought a new stake in shares of Valmont Industries in the 2nd quarter valued at approximately $28,000. Elyxium Wealth LLC acquired a new position in shares of Valmont Industries in the 4th quarter worth approximately $27,000. Caitong International Asset Management Co. Ltd bought a new position in shares of Valmont Industries during the 4th quarter worth approximately $27,000. Elevation Wealth Partners LLC lifted its position in shares of Valmont Industries by 179.2% during the 2nd quarter. Elevation Wealth Partners LLC now owns 67 shares of the industrial products company’s stock worth $39,000 after buying an additional 43 shares during the period. Finally, Leonteq Securities AG bought a new stake in Valmont Industries in the fourth quarter valued at $30,000. Institutional investors own 87.84% of the company’s stock.

Insider Activity at Valmont Industries In related news, CFO John L. Schwietz purchased 208 shares of the business’s stock in a transaction dated Thursday, July 23rd. The shares were bought at an average price of $486.14 per share, with a total value of $101,117.12. Following the purchase, the chief financial officer directly owned 2,992 shares in the company, valued at $1,454,530.88. This trade represents a 7.47% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, Director Theodor Werner Freye sold 800 shares of the firm’s stock in a transaction on Monday, July 27th. The stock was sold at an average price of $495.00, for a total value of $396,000.00. Following the completion of the transaction, the director owned 2,805 shares in the company, valued at $1,388,475. This represents a 22.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.42% of the company’s stock.

Valmont Industries Stock Performance Valmont Industries stock opened at $469.04 on Tuesday. Valmont Industries, Inc. has a 12-month low of $360.41 and a 12-month high of $585.71. The stock has a market capitalization of $9.06 billion, a price-to-earnings ratio of 18.26, a P/E/G ratio of 1.09 and a beta of 1.35. The company has a quick ratio of 1.55, a current ratio of 2.35 and a debt-to-equity ratio of 0.42. The stock has a 50-day simple moving average of $513.65 and a 200 day simple moving average of $486.36. Valmont Industries (NYSE:VMI – Get Free Report) last announced its earnings results on Tuesday, July 21st. The industrial products company reported $6.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.80 by $0.34. Valmont Industries had a net margin of 11.70% and a return on equity of 25.57%. The company had revenue of $1.12 billion for the quarter, compared to analyst estimates of $1.09 billion. During the same period in the prior year, the business earned $4.88 earnings per share. Valmont Industries’s quarterly revenue was up 6.5% on a year-over-year basis. On average, research analysts anticipate that Valmont Industries, Inc. will post 23.08 earnings per share for the current fiscal year.

Valmont Industries Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Friday, September 25th will be given a dividend of $0.77 per share. The ex-dividend date is Friday, September 25th. This represents a $3.08 dividend on an annualized basis and a yield of 0.7%. Valmont Industries’s dividend payout ratio is presently 11.99%.

Analysts Set New Price Targets Several research analysts have issued reports on VMI shares. JPMorgan Chase & Co. increased their price objective on Valmont Industries from $600.00 to $620.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. Weiss Ratings downgraded shares of Valmont Industries from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, August 14th. Stifel Nicolaus upped their target price on shares of Valmont Industries from $645.00 to $678.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Zacks Research cut shares of Valmont Industries from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 20th. Finally, Wall Street Zen downgraded shares of Valmont Industries from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Valmont Industries currently has a consensus rating of “Moderate Buy” and a consensus target price of $587.00.

Get Our Latest Stock Report on VMI

Valmont Industries Company Profile (Free Report)

Valmont Industries, Inc (NYSE: VMI) is a diversified industrial manufacturer specializing in infrastructure and agricultural products. Headquartered in Omaha, Nebraska, the company engages in the design, production and distribution of engineered products that support water management, power transmission, lighting and traffic infrastructure. Valmont’s solutions range from center-pivot and lateral-move irrigation systems to utility poles, transmission towers, lighting structures and highway traffic signal support structures.

The company operates through several core business segments.

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Beacon Pointe Advisors LLC bought a new stake in Ingersoll Rand Inc. (NYSE:IR – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 8,144 shares of the industrial products company’s stock, valued at approximately $668,000.

Several other hedge funds also recently modified their holdings of IR. AQR Capital Management LLC grew its position in Ingersoll Rand by 12.7% in the 1st quarter. AQR Capital Management LLC now owns 37,078 shares of the industrial products company’s stock worth $2,904,000 after purchasing an additional 4,167 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of Ingersoll Rand by 4.8% during the 1st quarter. NewEdge Advisors LLC now owns 6,168 shares of the industrial products company’s stock worth $494,000 after buying an additional 282 shares in the last quarter. Empowered Funds LLC lifted its position in shares of Ingersoll Rand by 6.2% during the 1st quarter. Empowered Funds LLC now owns 7,731 shares of the industrial products company’s stock worth $619,000 after buying an additional 454 shares in the last quarter. Woodline Partners LP purchased a new position in shares of Ingersoll Rand in the 1st quarter worth approximately $643,000. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Ingersoll Rand by 663.2% in the second quarter. Arrowstreet Capital Limited Partnership now owns 74,615 shares of the industrial products company’s stock valued at $6,206,000 after acquiring an additional 64,838 shares in the last quarter. Hedge funds and other institutional investors own 95.27% of the company’s stock.

Ingersoll Rand Price Performance Ingersoll Rand stock opened at $77.13 on Tuesday. The business’s 50 day simple moving average is $82.00 and its 200 day simple moving average is $81.64. Ingersoll Rand Inc. has a 12 month low of $68.07 and a 12 month high of $100.96. The company has a market cap of $29.93 billion, a price-to-earnings ratio of 31.74, a PEG ratio of 4.94 and a beta of 1.17. The company has a current ratio of 1.62, a quick ratio of 1.15 and a debt-to-equity ratio of 0.40.

Ingersoll Rand (NYSE:IR – Get Free Report) last released its earnings results on Thursday, July 30th. The industrial products company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.83 by $0.03. Ingersoll Rand had a return on equity of 12.90% and a net margin of 12.08%.The business had revenue of $2.05 billion during the quarter, compared to the consensus estimate of $1.96 billion. During the same period last year, the business posted $0.80 earnings per share. The business’s revenue for the quarter was up 8.5% on a year-over-year basis. Ingersoll Rand has set its FY 2026 guidance at 3.570-3.570 EPS. Sell-side analysts forecast that Ingersoll Rand Inc. will post 3.39 EPS for the current year. Ingersoll Rand Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Thursday, August 13th will be paid a $0.02 dividend. This represents a $0.08 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Thursday, August 13th. Ingersoll Rand’s payout ratio is currently 3.29%.

Insider Buying and Selling In other Ingersoll Rand news, Director Aurobind Satpathy acquired 11,538 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were acquired at an average cost of $86.68 per share, with a total value of $1,000,113.84. Following the completion of the acquisition, the director directly owned 11,538 shares in the company, valued at $1,000,113.84. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.49% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades A number of analysts recently commented on IR shares. Weiss Ratings raised Ingersoll Rand from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 21st. Stifel Nicolaus upgraded Ingersoll Rand from a “hold” rating to a “buy” rating and set a $101.00 price objective for the company in a research note on Monday, August 3rd. Wall Street Zen lowered Ingersoll Rand from a “buy” rating to a “hold” rating in a research report on Sunday, August 2nd. Robert W. Baird lifted their target price on Ingersoll Rand from $103.00 to $109.00 and gave the stock an “outperform” rating in a research note on Monday, August 3rd. Finally, Morgan Stanley set a $87.00 price target on shares of Ingersoll Rand in a research report on Monday, August 10th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $96.14.

Check Out Our Latest Stock Report on Ingersoll Rand

Ingersoll Rand Company Profile (Free Report)

Ingersoll Rand is a diversified industrial company that designs, manufactures and services a wide range of equipment and technologies for commercial, industrial and OEM customers. Its product portfolio includes air compressors and compressed air systems, pneumatic and cordless power tools, material handling and lifting equipment, fluid transfer and pumping solutions, and associated aftermarket parts and service offerings. The company’s products support applications across manufacturing, construction, transportation, oil and gas, mining and general industrial markets.

Ingersoll Rand sells through a combination of direct sales, distributor networks and service channels, delivering both capital equipment and recurring aftermarket revenue from parts, maintenance and service contracts.

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Canada Pension Plan Investment Board purchased a new position in AMN Healthcare Services Inc (NYSE:AMN – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 44,300 shares of the company’s stock, valued at approximately $1,434,000. Canada Pension Plan Investment Board owned 0.11% of AMN Healthcare Services at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of AMN. BlackRock Inc. purchased a new stake in shares of AMN Healthcare Services in the 2nd quarter worth $215,047,000. Arrowstreet Capital Limited Partnership lifted its position in AMN Healthcare Services by 1,278.0% during the first quarter. Arrowstreet Capital Limited Partnership now owns 1,401,725 shares of the company’s stock valued at $25,708,000 after purchasing an additional 1,300,005 shares in the last quarter. Boston Partners lifted its position in AMN Healthcare Services by 7,583.1% during the fourth quarter. Boston Partners now owns 1,035,145 shares of the company’s stock valued at $16,313,000 after purchasing an additional 1,021,672 shares in the last quarter. Woodline Partners LP purchased a new position in AMN Healthcare Services during the third quarter valued at $19,176,000. Finally, Millennium Management LLC grew its holdings in AMN Healthcare Services by 262.1% during the third quarter. Millennium Management LLC now owns 1,287,918 shares of the company’s stock valued at $24,934,000 after purchasing an additional 932,269 shares during the period. Hedge funds and other institutional investors own 99.23% of the company’s stock.

AMN Healthcare Services Stock Down 1.1% AMN opened at $34.23 on Tuesday. The stock has a market cap of $1.33 billion, a price-to-earnings ratio of 12.77, a price-to-earnings-growth ratio of 1.19 and a beta of 0.40. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.13 and a current ratio of 1.13. The firm’s fifty day moving average is $33.68 and its 200 day moving average is $26.71. AMN Healthcare Services Inc has a fifty-two week low of $14.97 and a fifty-two week high of $37.22.

AMN Healthcare Services (NYSE:AMN – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.77 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.19 by $0.58. The business had revenue of $673.24 million during the quarter, compared to analyst estimates of $628.39 million. AMN Healthcare Services had a return on equity of 19.92% and a net margin of 3.06%.AMN Healthcare Services’s revenue for the quarter was up 2.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.30 EPS. On average, sell-side analysts forecast that AMN Healthcare Services Inc will post 3.31 earnings per share for the current fiscal year. Insider Buying and Selling at AMN Healthcare Services In other news, Director Mark G. Foletta sold 3,681 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $31.07, for a total value of $114,368.67. Following the completion of the transaction, the director owned 17,917 shares of the company’s stock, valued at $556,681.19. This represents a 17.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.07% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In A number of analysts have commented on AMN shares. Wall Street Zen cut AMN Healthcare Services from a “buy” rating to a “hold” rating in a research report on Tuesday, August 25th. Citizens Jmp lifted their price objective on AMN Healthcare Services from $36.00 to $40.00 and gave the company a “market outperform” rating in a research report on Friday, August 14th. Weiss Ratings upgraded AMN Healthcare Services from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Tuesday, August 11th. Zacks Research lowered shares of AMN Healthcare Services from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 20th. Finally, BMO Capital Markets increased their target price on shares of AMN Healthcare Services from $25.00 to $26.00 and gave the stock an “outperform” rating in a report on Monday, May 11th. Four analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $31.43.

Get Our Latest Analysis on AMN

(Free Report)

AMN Healthcare Services, Inc (NYSE: AMN) is a leading provider of healthcare workforce solutions in the United States. The company specializes in staffing and recruitment services for a broad range of clinical and allied health professionals, including travel nurses, permanent placement of nursing staff, locum tenens physicians, and allied health personnel. In addition to direct staffing, AMN Healthcare offers comprehensive workforce management solutions such as vendor management systems (VMS), recruitment process outsourcing (RPO), and compliance and credentialing services through its technology platforms.

Founded in 1985 as American Mobile Nurses, the company rebranded to AMN Healthcare in 2010 to reflect its expanding portfolio of services.

Read More Five stocks we like better than AMN Healthcare Services Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason

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Key Takeaways F.N.B. Corp posted record 2Q26 revenues of $462.7M amid core business strength.FNB expects 2026 NII of $1.485-$1.515B, up from $1.40B in 2025, supported by loan growth.FNB plans 30 new branches by 2030 while technology and product initiatives aim to support fee income. F.N.B. Corporation (FNB - Free Report) has maintained solid top-line growth in recent years, supported by steady organic expansion, geographic diversification and a broader revenue mix. Total revenues saw a compound annual growth rate (CAGR) of 7.7% from 2020 through 2025, with momentum extending into 2026. Notably, second-quarter 2026 revenues reached a record $462.7 million, reflecting continued strength across the company’s core businesses.

Growth in the lending portfolio has been a key contributor to revenue expansion. Net loans and leases witnessed a CAGR of 6.5% over 2020-2025, helping net interest income (NII) see a CAGR of 8.7%. At the same time, non-interest income witnessed a CAGR of 4.6%, underscoring the benefit of FNB’s efforts to diversify its revenue streams beyond traditional spread income.

Looking ahead, the company’s expansion strategy should provide additional support to its top line. FNB plans to open 30 de novo branches by 2030 across high-growth markets in the Southeast and Mid-Atlantic regions. Investments in digital capabilities, data analytics and artificial intelligence should further enhance client acquisition and operating efficiency. Meanwhile, initiatives such as Payment Switch and the enhanced family wealth offering for ultra-high-net-worth clients and business owners are expected to support fee-income growth.

Management expects non-interest income of $93-$98 million in the third quarter of 2026 and $370-$390 million for the full year, compared with $369 million in 2025. Loan growth is also expected to remain healthy, with period-end loans projected to increase year over year at a mid-single-digit rate. Combined with the prevailing interest-rate environment, this should support further expansion in NII, which management expects to reach $1.485-$1.515 billion in 2026, implying a rise from the $1.40 billion reported in 2025.

Overall, FNB appears well-positioned to sustain its top-line momentum through the remainder of 2026. Continued loan growth, higher NII, resilient fee income and expansion into attractive markets should remain key revenue drivers, although the pace of revenue expansion will remain sensitive to interest-rate movements and broader economic conditions. The Zacks Consensus Estimate for 2026 revenues is pegged at $1.87 billion, suggesting year-over-year growth of 6.1%.

Image Source: Zacks Investment Research

Revenue Trajectory of FNB’s PeersLet us look at the revenue trend of two of FNB’s peer banks, Associated Banc-Corp (ASB - Free Report) and Commerce Bancshares (CBSH - Free Report) .

Associated Banc-Corp’s revenues have seen a CAGR of 3.1% over the five years ended 2025, with the uptrend continuing in the first half of 2026. The expansion of lending capabilities under Associated Banc-Corp’s strategic plan, addition of “higher-margin” lending portfolios and continued digital investments are expected to keep strengthening its revenue generation. The acquisition of American National Corporation should broaden Associated Banc-Corp’s scale, customer base and earnings opportunities.

Commerce Bancshares’ expansion strategy gained scale with the January 2026 acquisition of FineMark, which added private banking and wealth management operations in Florida, Arizona and South Carolina. Moreover, the pending acquisition of Nolan & Associates will broaden the company’s middle-market advisory capabilities and connect commercial banking, capital markets and wealth services. These initiatives diversify revenue sources and provide several avenues for top-line growth beyond traditional spread income. Though Commerce Bancshares’ revenues declined in 2020, the metric witnessed a six-year (2019-2025) CAGR of 4.6%.

FNB’s Price Performance & Zacks RankOver the past six months, FNB shares have gained 5.8% compared with the industry’s 9.5% growth.

Image Source: Zacks Investment Research

Key Takeaways STRL's CEC unit delivered 140% revenue growth in Q2 2026, with margins improving year over year.Sterling's E-Infrastructure backlog rose $1.7B since year-end 2025 as data-center demand accelerated.STRL expects E-Infrastructure revenues to grow more than 100% in 2026, including CEC and Stone Ridge. Sterling Infrastructure, Inc.’s (STRL - Free Report) acquisition of CEC Facilities Group appears to be strengthening its position in the fast-growing market for mission-critical infrastructure. The specialty electrical and mechanical contractor is helping Sterling broaden its E-Infrastructure capabilities and extend into critical phases of large-scale projects.

CEC delivered 140% revenue growth in the second quarter of 2026 compared with the prior-year period, while its margins strengthened both sequentially and year over year. The business also secured several additional project wins, contributing to a $1.7 billion increase in Sterling’s combined E-Infrastructure backlog since year-end 2025. The acquisition is particularly timely as data center demand continues to accelerate. Management said customer activity is stronger than ever, with projects becoming larger, lasting longer and expanding into more markets.

Existing projects are also growing beyond their original scopes, creating incremental opportunities that are not yet fully reflected in Sterling’s backlog or future-phase estimates. CEC also complements STRL’s site-development expertise, allowing it to offer integrated electrical and site services. Mission-critical projects, including data centers, semiconductor facilities and large manufacturing developments, accounted for more than 92% of E-Infrastructure's signed backlog at the end of the second quarter of 2026.

Sterling expects E-Infrastructure revenues to grow more than 100% in 2026, including CEC and Stone Ridge contributions. With strong demand, expanding capabilities and growing project opportunities, the CEC acquisition could prove instrumental in turning Sterling into an increasingly important player in the mission-critical infrastructure cycle.

Sterling vs. EMCOR & KBR: Who Owns Mission-Critical Growth?Sterling is positioned to benefit from sustained spending on data centers, semiconductor facilities and large manufacturing projects, alongside other market players including EMCOR Group, Inc. (EME - Free Report) and KBR, Inc. (KBR - Free Report) .

STRL stands out with its rapidly expanding E-Infrastructure Solutions business, despite its Building Solutions segment facing headwinds from uncertain residential demand. Its integrated site development and electrical capabilities strengthen its positioning across complex projects. Meanwhile, EMCOR brings broad exposure to electrical and mechanical construction, including mission-critical facilities, while KBR benefits from its engineering, technology and government-services capabilities across large-scale infrastructure projects.

Sterling’s focused exposure to data centers, semiconductors and manufacturing provides a compelling growth opportunity as project sizes increase and existing developments expand beyond their initial scopes. With E-Infrastructure revenues expected to grow more than 100% in 2026, Sterling appears particularly well-positioned to capitalize on the ongoing mission-critical construction cycle.

STRL Stock’s Price Performance & Valuation TrendShares of this Texas-based infrastructure services provider climbed 53.5% year to date, outperforming the Zacks Engineering - R and D Services industry, the broader Construction sector and the S&P 500 Index.

Image Source: Zacks Investment Research

STRL stock is currently trading at a discount compared with its industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 19.66, as shown in the chart below.

Image Source: Zacks Investment Research

Earnings Estimate Revision for STRLSTRL’s earnings estimates for 2026 and 2027 have moved upward in the past 30 days to $20.06 and $25.81 per share, respectively. The estimated figures for 2026 and 2027 imply year-over-year growth of 84.4% and 28.7%, respectively.

Image Source: Zacks Investment Research

Sterling stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Charles River is sharpening its portfolio while expanding capacity in areas of strong client demand.Charles River's DSA bookings rose 12.6% sequentially, with backlog reaching $1.97 billion in Q2 2026.CRL expects a low-to-mid-single-digit 2026 RMS decline as North American research-model volumes weaken. Charles River Laboratories International, Inc. (CRL - Free Report) is well-poised to grow in the coming quarters owing to its strong research-model position, improving demand trends and flexible vivarium solutions. The company is streamlining its portfolio while expanding capacity in areas of strong demand. The Discovery and Safety Assessment (“DSA”) segment is also showing improving demand, bookings and backlog, supporting its growth prospects. Yet mixed demand trends and NHP-related cost volatility remain key risks. 

Over the past year, this Zacks Rank #2 (Buy) stock has surged 79% compared with the industry’s 11.2% rise and the S&P 500 composite’s 22.2% growth.

The renowned, non-clinical global drug development company has a market capitalization of $13.92 billion. Charles River has an earnings yield of 3.9%. The company surpassed earnings estimates in each of the trailing four quarters, delivering an average surprise of 5.9%.

Let’s delve deeper.

Upsides for CRL StockStrategic Deals Drive Growth: Charles River has completed the divestitures of its Contract Development and Manufacturing Organization and Cell Solutions businesses and certain European Discovery Services sites, sharpening the portfolio around regulated testing and manufacturing quality-control capabilities. At the same time, the company is investing in areas where client demand remains strong. It has five lab-science expansions under way globally, including new bioanalytical capacity at Heriot-Watt University’s Research Park in Scotland. Management noted that lab-science demand has increased over the past five years, supported by large-molecule bioanalysis, biomarkers and added testing requirements across regulated, nonregulated and clinical-development programs.

Image Source: Zacks Investment Research

RMS’ Prospects Seem Bright: Charles River continues to hold a leading position in research models, supported by a broad product and service offering. In the second quarter of 2026, RMS organic revenues declined 1.4%, an improvement from the 5.5% decrease in the first quarter as NHP shipment timing normalized. Lower small-model demand in North America and softer research model services were partly offset by continued demand from mid-tier biotech and Clinical Research Organization clients in China. The Charles River Accelerator and Development Lab model continues to offer clients flexible vivarium capacity without requiring internal infrastructure, preserving a capital-efficient value proposition as clients manage research spending.

DSA, A Potential Growth Driver: Charles River remains a leading provider of outsourced discovery, non-clinical development and regulated safety testing services. In the second quarter of 2026, DSA organic revenues increased 0.2%, its first organic growth since the third quarter of 2023. Net bookings rose 12.6% sequentially to $701 million, backlog increased to $1.97 billion, and net book-to-bill reached 1.19X, marking the third consecutive quarter above 1X and the highest level in nearly four years. The improvement was broad-based across global biopharma and small and midsized biotech clients.

The Cambodia and Mauritius NHP supply assets also support availability for complex biologics work, while lower Cambodian sourcing costs are expected to begin benefiting DSA margins in the third quarter and contribute more in the fourth quarter.

What Ails Charles River?Uneven Demand Recovery: Charles River’s demand environment is recovering, but the pace remains uneven across client groups and end markets. In the second quarter of 2026, small and midsized biotech revenues were essentially flat organically, while global biopharma revenues increased organically. Management continues to expect a low-to-mid-single-digit organic revenue decline in RMS for 2026 because North American research-model volumes are lower, and academic and government customers face flat NIH budgets and slower grant processing. DSA trends are better, but the recovery is gradual and uneven.

NHP Supply and Cost Variability: Charles River’s safety assessment and large-model activities remain exposed to variability in NHP sourcing, study mix and study-start costs. In the second quarter of 2026, DSA adjusted operating margin fell 180 basis points year over year to 25.6%, primarily because of higher study-related direct costs, even as NHP shipment timing normalized in RMS. The Cambodia acquisition may not fully eliminate sensitivity to NHP availability, utilization and study timing. The acquired supplier also adds integration requirements. Because NHP-related work carries attractive economics, changes in model costs or study mix can still create quarter-to-quarter variability in margins and earnings.

CRL Stock Estimate TrendThe Zacks Consensus Estimate for CRL’s 2026 earnings has increased 2.3% to $11.30 in the past 30 days.

The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $3.90 billion, suggesting a 2.9% decrease from the year-ago reported number.

Other Key Picks

Some other top-ranked stocks in the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and Teleflex (TFX - Free Report) .

Veracyte has an earnings yield of 4.5% against the industry’s negative 1.3% yield. Shares of the company have risen 43.4% compared to the industry’s 3% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 41.8%. 

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

Globus Medical, carrying a Zacks Rank #2, has an earnings yield of 6% compared to the industry’s negative 1.3% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED shares have rallied 35.8% against the industry’s 3% decline over the past year.

Teleflex, carrying a Zacks Rank #2, has an estimated long-term earnings growth rate of 20.7% compared with the industry’s 12.9% growth. Its earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.2%. TFX shares have rallied 11.9% against the industry’s 3% decline over the past year.

Key Takeaways KKR's USI sale is expected to generate $3.3B in after-tax proceeds and $2B in adjusted net income.USI revenues nearly tripled under KKR, supported by organic growth and more than 90 acquisitions.The cash proceeds give KKR greater capacity to recycle capital into investment opportunities. KKR & Co. Inc.’s (KKR - Free Report) planned $17-billion sale of USI Insurance Services (“USI”) to Aon plc offers investors a clear example of how the alternative asset manager can turn long-held private investments into sizable realized gains. Beyond the headline transaction value, the deal highlights KKR’s ability to identify scalable businesses, compound their value over several years and ultimately recycle the proceeds into new opportunities.

KKR entered USI in 2017, when the insurance brokerage was valued at $4.3 billion. Since then, USI has transformed into a significantly larger platform. Revenues have nearly tripled, while more than 90 acquisitions have broadened its geographic reach and capabilities. The company now employs more than 10,500 people across nearly 200 offices. Adjusted revenues and EBITDA saw compound annual rates of approximately 12% and 13%, respectively, underscoring the combination of organic expansion and acquisition-led growth achieved under KKR’s ownership.

The financial payoff is substantial. KKR expects the transaction to generate $3.3 billion of after-tax proceeds and $2 billion of adjusted net income, equivalent to more than $2 per share. The sale represents roughly six times KKR’s original equity investment and 3.4 times the total balance-sheet capital invested over USI’s holding period. The transaction is expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary closing conditions.
The deal also provides an important read-through for KKR’s broader Strategic Holdings strategy. USI was KKR’s first core private-equity investment and became part of a portfolio designed to hold high-quality businesses for longer periods. Unlike traditional private-equity funds, where KKR primarily earns management fees and carried interest, Strategic Holdings allows the company to participate directly in the appreciation of investments through its own balance sheet.

The sizable cash proceeds enhance KKR’s ability to recycle capital into new investments and pursue opportunities with potentially higher prospective returns. This is particularly important for an alternative asset manager like KKR, as consistent realizations demonstrate that gains embedded in private investments can ultimately be converted into cash and earnings for shareholders.

Overall, the USI transaction strengthens the investment case for KKR by showcasing successful capital deployment, operational value creation and disciplined monetization. While the roughly $2-billion ANI contribution provides a meaningful near-term earnings boost, the bigger takeaway for investors is the repeatability of KKR’s model. Continued successful exits, alongside growth in fee-generating assets, could support earnings expansion and shareholder value over the long run.

Similar Steps Taken by Other Financial FirmsIn June, Deutsche Bank AG (DB - Free Report) entered a definitive agreement to sell its retail banking, affluent private banking and wealth management business in India to Kotak Mahindra Bank.

The divestiture aligns with DB's broader Global Hausbank strategy, announced in November 2025, which emphasizes simplifying operations, enabling disciplined capital allocation and concentrating investments in businesses with stronger scale and competitive advantages.

In July, Northern Trust Corporation (NTRS - Free Report) agreed to sell its guardianship services business to Wintrust Financial Corporation's subsidiary, Wintrust Private Trust Company.

The divestiture aligns with NTRS's broader strategy of strengthening its core wealth management, asset servicing and asset management businesses while streamlining its portfolio and focusing investments on areas with stronger long-term growth potential.

KKR’s Price Performance & Zacks RankThe company’s shares have gained 16.2% in the past three months compared with the industry’s 9.7% rise. 

Image Source: Zacks Investment Research

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

Hut 8 Corp. (NASDAQ:HUT) shares are trending Tuesday following a report tying the company to a major new AI infrastructure deal.

Hut 8 stock is showing upward movement. What’s pushing HUT stock higher? Anthropic Ramps Claude AI with $35B Lambda, Hut 8 DealAccording to Reuters, Anthropic has signed a cloud-computing deal worth $35 billion with Lambda, a cloud provider backed by Nvidia, for a Texas data center, according to a source familiar with the matter. The project is being developed in Nueces County by Hut 8 and covers approximately 350 megawatts of capacity, the source said. The Wall Street Journal, which first reported the deal, said Nvidia itself would hold the lease on the data center.

The Lambda deal is expected to bring online additional Nvidia capacity to meet growing demand for Anthropic’s Claude AI models, according to the source. Anthropic has been aggressively expanding its computing power, and last week said it would spend $45 billion to rent AI cloud computing power from Nscale’s West Virginia data center campus.

Hut 8 said in July it had signed a 15-year lease with an “investment-grade customer” carrying a base-term contract value of $19.6 billion, and the Financial Times later reported that Nvidia was the tenant for Hut 8’s 1-gigawatt Beacon Point campus.

Read Next

Hut 8 Shares DropHUT Price Action: At the time of publication, Hut 8 shares are trading 3.50% lower at $75.89, according to data from Benzinga Pro.

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NexGen Energy Ltd. (NXE:CA) Analyst/Investor Day September 1, 2026 8:00 AM EDT

Company Participants

Leigh Curyer - Founder, President, CEO & Director
Chris Copley
Dylan Smart
Bryan Dyck
Neil Chiles
Travis McPherson - Chief Commercial Officer

Presentation

Operator

Good morning, everyone, and welcome to NexGen's inaugural Investor Day. Thank you for joining us. Before we begin, please note that today's webinar includes forward-looking statements and forward-looking information. Please refer to the relevant disclaimers on our website for further information. I'll now turn it over to Leigh Curyer, Founder and Chief Executive Officer.

Leigh Curyer
Founder, President, CEO & Director

[Presentation]

Welcome to NexGen Energy's Investor Day. Everything you see in the video, the data centers, the cities, the factories, the AI needs power. We all agree the cleanest, densest most reliable form of that power runs on Uranium. To provide some context as to how much power Uranium generates, this tiny Uranium fuel pellet, well, just 3 of those can power a typical North American household for over an entire year. That's the equivalent to approximately 8.1 tons of coal and forgoing over 16.5 tons of carbon emissions. That's it. That's all it takes. Demand for Uranium is rising sharply, and it's accelerating from here.

Today, there is approximately 400 gigawatts of nuclear generating capacity globally, supplying just under 10% of the world's total electricity. As we speak, more than 88 gigawatts of new nuclear capacity is under construction, representing approximately 20% growth by 2032, and that's just the beginning. As of 2026, 38 countries pledged to triple global nuclear capacity by 2050. That would increase global nuclear generating capacity from approximately 400 gigawatts today to over 1,200 gigawatts over the next 25 years. That's a 3x from where we are today. Unprecedented heavy demand is underway for this key energy fuel.

Thus far, the

Benjamin Edwards Inc. increased its stake in Sandisk Corporation (NASDAQ:SNDK – Free Report) by 113.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 825 shares of the data storage provider’s stock after purchasing an additional 438 shares during the quarter. Benjamin Edwards Inc.’s holdings in Sandisk were worth $1,876,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Handelsbanken Fonder AB raised its position in shares of Sandisk by 35.1% during the second quarter. Handelsbanken Fonder AB now owns 57,564 shares of the data storage provider’s stock worth $130,885,000 after purchasing an additional 14,964 shares during the period. Allworth Financial LP boosted its position in shares of Sandisk by 84.2% in the 4th quarter. Allworth Financial LP now owns 4,521 shares of the data storage provider’s stock valued at $1,073,000 after purchasing an additional 2,067 shares during the period. Tredje AP fonden acquired a new position in shares of Sandisk in the 4th quarter valued at $7,821,000. ProShare Advisors LLC increased its stake in Sandisk by 1,301.5% in the 4th quarter. ProShare Advisors LLC now owns 33,637 shares of the data storage provider’s stock worth $7,985,000 after purchasing an additional 31,237 shares in the last quarter. Finally, FourThought Financial Partners LLC purchased a new position in Sandisk in the 4th quarter worth about $422,000.

More Sandisk News Here are the key news stories impacting Sandisk this week:

Positive Sentiment: Japan expansion supports long-term growth: Sandisk backed a planned $31 billion NAND flash-memory expansion in Japan through 2032. The investment is intended to increase production capacity and position the company to benefit from demand for data centers, AI infrastructure, and enterprise storage. The scale of the commitment is bullish if demand remains strong, although it also increases capital requirements and execution risk. Sandisk Backs $31 Billion Japan Flash Memory Expansion Through 2032 Positive Sentiment: Analysts remain optimistic on memory stocks: Mizuho described Micron and Sandisk as highly attractive values, reinforcing the view that their rapid growth and exposure to AI memory demand are not fully reflected in current valuations. A separate investment analysis also identified Sandisk as the more compelling AI-memory opportunity relative to Micron. Mizuho Reiterates Bullish Stance on Memory Stocks Positive Sentiment: Fundamentals remain strong: Sandisk’s latest results showed revenue growth of 371.6% year over year and earnings well above consensus, while management provided strong forward guidance. These results support the bullish AI and storage-demand narrative. Neutral Sentiment: ETF flows show concentration risk: AI- and semiconductor-focused ETFs have attracted substantial 2026 inflows and benefited Sandisk indirectly, but recent outflows suggest investors may be reducing exposure to crowded memory trades. These 5 ETFs Have Raked in Cash This Year Negative Sentiment: Competition and cyclicality remain risks: Reports that China’s CXMT has made progress on a new AI memory chip could challenge established suppliers. Investors are also concerned that the $31 billion NAND buildout may add capacity just as the memory cycle eventually turns, potentially pressuring pricing and returns. China’s CXMT Reportedly Makes Major Breakthrough With New AI Memory Chip Sandisk Price Performance NASDAQ:SNDK opened at $1,566.70 on Tuesday. Sandisk Corporation has a fifty-two week low of $50.07 and a fifty-two week high of $2,354.39. The stock’s 50-day moving average is $1,581.73 and its two-hundred day moving average is $1,262.28. The stock has a market cap of $229.40 billion, a PE ratio of 21.49, a price-to-earnings-growth ratio of 0.15 and a beta of 5.21. Sandisk (NASDAQ:SNDK – Get Free Report) last issued its earnings results on Wednesday, August 5th. The data storage provider reported $39.25 EPS for the quarter, beating analysts’ consensus estimates of $33.28 by $5.97. The firm had revenue of $8.96 billion for the quarter. Sandisk had a return on equity of 87.84% and a net margin of 56.47%.The business’s revenue for the quarter was up 371.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.29 EPS. Sandisk has set its Q1 2027 guidance at 44.000-46.000 EPS. On average, equities research analysts anticipate that Sandisk Corporation will post 208.92 earnings per share for the current year.

Sandisk announced that its board has authorized a stock buyback program on Wednesday, August 5th that permits the company to repurchase $14.00 billion in outstanding shares. This repurchase authorization permits the data storage provider to buy up to 6.6% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s board believes its shares are undervalued.

Insider Buying and Selling In other Sandisk news, insider Bernard Shek sold 600 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $1,162.16, for a total value of $697,296.00. Following the sale, the insider directly owned 30,915 shares in the company, valued at $35,928,176.40. This trade represents a 1.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,800 shares of company stock valued at $2,991,696. Insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth A number of research firms have commented on SNDK. Weiss Ratings raised shares of Sandisk from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday. Zacks Research raised shares of Sandisk from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 30th. Sanford C. Bernstein restated an “outperform” rating on shares of Sandisk in a report on Thursday, August 6th. Barclays upgraded shares of Sandisk from an “equal weight” rating to an “overweight” rating and upped their price target for the company from $1,200.00 to $2,300.00 in a research report on Tuesday, May 26th. Finally, Argus raised shares of Sandisk from a “hold” rating to a “buy” rating in a research note on Monday, August 10th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Sandisk has an average rating of “Buy” and an average price target of $1,998.14.

Check Out Our Latest Report on Sandisk

About Sandisk (Free Report)

SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.

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