Track market-moving stories before they get noisy

Wall Street analysts expect Dave & Buster's (PLAY - Free Report) to post quarterly earnings of $0.19 per share in its upcoming report, which indicates a year-over-year decline of 52.5%. Revenues are expected to be $561.26 million, up 0.7% from the year-ago quarter.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

That said, let's delve into the average estimates of some Dave & Buster's metrics that Wall Street analysts commonly model and monitor.

The combined assessment of analysts suggests that 'Entertainment revenues' will likely reach $358.72 million. The estimate points to a change of -1.6% from the year-ago quarter.

The consensus estimate for 'Food and beverage revenues' stands at $202.29 million. The estimate suggests a change of +4.9% year over year.

Analysts' assessment points toward 'Stores Count - End of Period' reaching 249 . Compared to the present estimate, the company reported 237 in the same quarter last year.

View all Key Company Metrics for Dave & Buster's here>>>

Shares of Dave & Buster's have experienced a change of -11.9% in the past month compared to the -0.4% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), PLAY is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Let's take a look at what these Wall Street heavyweights have to say about Dell Technologies (DELL - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

Dell Technologies currently has an average brokerage recommendation (ABR) of 1.59, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 27 brokerage firms. An ABR of 1.59 approximates between Strong Buy and Buy.

Of the 27 recommendations that derive the current ABR, 18 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 66.7% and 7.4% of all recommendations.

Brokerage Recommendation Trends for DELL

Check price target & stock forecast for Dell Technologies here>>>

The ABR suggests buying Dell Technologies, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Is DELL a Good Investment?Looking at the earnings estimate revisions for Dell Technologies, the Zacks Consensus Estimate for the current year has increased 41.5% over the past month to $25.34.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Dell Technologies. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Dell Technologies may serve as a useful guide for investors.

Dell Technologies Inc (NYSE:DELL) is using strong artificial intelligence-driven operating momentum to reshape its financing while expanding its data center business and lifting its sales outlook.

• Dell Technologies stock is approaching key resistance levels. Why did DELL hit a new high?

Dell Seeks about $4 Billion from Bond SaleDell is seeking to raise about $4 billion through an investment-grade bond offering as it looks to refinance existing debt.

The company is offering bonds across four tranches with maturities ranging from three to 10 years.

Initial pricing discussions for the longest-dated bonds indicated a premium of as much as 1.4 percentage points over Treasuries, Bloomberg reported on Wednesday.

Dell plans to use the proceeds to repay outstanding notes due in 2026 and for general corporate purposes. The final size of the offering could change depending on investor demand.

Barclays, Bank of America, Citigroup, Goldman Sachs Group, HSBC Holdings, JPMorgan Chase, Toronto-Dominion Bank and Wells Fargo & Co. are managing the transaction.

Dell held $26 billion in long-term debt as of July 31, 2026.

AI Demand Drives Server MomentumDell has benefited from surging demand for artificial intelligence infrastructure, including servers equipped with Nvidia AI chips.

The company is also securing contracts for traditional servers using CPUs, which have regained momentum for workloads such as managing AI agents.

Earlier this month, Dell raised its fiscal-year sales forecast by $25 billion, exceeding analyst expectations.

Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $574.10. Recent analyst moves include:

Citigroup: Buy (Raises target to $600 on Sept. 2) JP Morgan: Overweight (Raises target to $635 on Sept. 2) Melius Research: Buy (Raises target to $735 on Sept. 2) Top ETF Exposure Tortoise AI Infrastructure ETF (NYSE:TCAI): 6.14% Weight GraniteShares 2x Long DELL Daily ETF (NASDAQ:DLLL): 66.65% Weight American Customer Satisfaction ETF (BATS:ACSI): 4.88% Weight Significance: Because DELL carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely trigger automatic buying or selling of the stock.

DELL Price ActionDell Technologies shares were up 2.46% at $546.74 at the time of publication on Wednesday, according to Benzinga Pro data.

Photo Courtesy: Shutterstock.com

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Mondelez International, Inc. (MDLZ) Barclays 19th Annual Global Consumer Staples Conference September 9, 2026 8:15 AM EDT

Company Participants

Amit Banati - Executive VP & CFO
Luca Zaramella - Executive VP & COO

Conference Call Participants

Andrew Lazar - Barclays Bank PLC, Research Division

Presentation

Andrew Lazar
Barclays Bank PLC, Research Division

Good morning. Welcome back, day 2. I hope everybody is properly hydrated and ready for another long day. But we're really excited to have with us Mondelez International back at our conference. So thanks so much for being here. And with us this morning, we have COO, Luca Zaramella; CFO, Amit Banati. Welcome to you both.

Amit Banati
Executive VP & CFO

Thank you.

Luca Zaramella
Executive VP & COO

Thank you, Andrew.

Question-and-Answer Session

Andrew Lazar
Barclays Bank PLC, Research Division

Maybe we kick it off, Luca, with you. Mondelez has come through a pretty anomalous several years, extreme volatility in cocoa, which also necessitated a few years of sizable consecutive pricing, not to mention a broadly challenging consumer environment, all wrapped up in impacts from Middle East conflicts. While still a very dynamic macro theater, it seems as though perhaps we're getting closer to a more -- now I won't say normal, but maybe more stable operating environment. As you think out towards 2027 and beyond, you've continued to express confidence in the 3% to 5% organic sales algorithm and high single-digit constant currency EPS over time. I guess what gives you the most confidence today that, that algorithm is still intact? And what has changed in the business maybe the past few dynamic years that you think makes the algorithm more durable?

Luca Zaramella
Executive VP & COO

So yes, it has been a few years that have been quite eventful, I would say, but we learned a lot of

Yum! Brands, Inc. (YUM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Investors love to check automakers' quarterly (or otherwise) delivery figures, especially when it comes to young electric vehicle (EV) makers that are surviving amid low volume and scale. Rivian's (RIVN +0.46%) R2 has been long-hyped, and on June 9, 2026, customers finally began receiving their prized ride. However, while Wall Street analysts obsess over delivery charts and the smallest gains or losses, savvy investors know the R2 is about much more than increasing deliveries and revenue for the young EV maker. Here is one big development that's often forgotten.

Rivian robotaxi One of Rivian's underappreciated strengths is its ability to bring in investment from larger companies that see value in Rivian's software technology or vehicles as a service. In this case, Rivian's mass-market R2 was a solid choice for Uber Technologies (UBER -2.38%) to add to its numerous investments for robotaxi joint ventures. Uber will invest up to $1.25 billion in Rivian through 2031, after it meets certain conditions and milestones, and the statement from Uber CEO Dara Khosrowshahi emphasizes Rivian's growing value with its vertical integration.

"We're big believers in Rivian's approach -- designing the vehicle, compute platform, and software stack together, while maintaining end-to-end control of scaled manufacturing and supply in the U.S.," Khosrowshahi said in a press release.

Rivian's R2 will be used by Uber as part of its robotaxi program. Image source: Rivian.

Uber and Rivian expect to deploy 10,000 fully autonomous R2 robotaxis during their joint venture's first phase. San Francisco and Miami are circled in red to host the initial R2 robotaxi deployments in 2028, with the target of entering 25 additional cities by 2031. If all goes well for the joint venture, there's an option for the companies to negotiate the purchase of up to 40,000 additional R2 vehicles beginning in 2030.

Before you brush this aside as not moving the needle, consider that, right now, a big chunk of Tesla's market capitalization and value is driven by its robotaxi potential. Ark Invest, run by Cathie Wood, has Tesla's robotaxi driving between 88% and 90% of the projected future enterprise value in its multiyear models. Bank of America Global Research believes the robotaxi potential drives 52% of Tesla's overall valuation. Even on the lower end, Morningstar estimates robotaxis to drive about 30% of Tesla's valuation.

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What it all means Sure, Rivian's R2 is about opening the door to a much wider market and driving deliveries higher. Beyond that, however, Rivian's R2 is about powering the future opportunities that could generate significantly higher margins than the vehicle sale itself. Under the Uber and Rivian partnership, Uber agreed to pay licensing fees to use Rivian's autonomous driving software. This recurring high-margin revenue stream would be a huge boost to gross profits down the road, and it could help drive its stock price higher in the near term if investors see Rivian's robotaxi isn't all hype.

Bank of America is an advertising partner of Motley Fool Money. Daniel Miller has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends Uber Technologies. The Motley Fool has a disclosure policy.

Last week, AMC Entertainment's boss Adam Aron criticized Robinhood's CEO Vlad Tenev on X, after the platform launched a tokenized version of the theater chain's shares. Tenev joins 'Squawk Box' to discuss.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: PBF Energy (PBF - Free Report) PBF Energy Inc. is a leading independent refiner of crude oil based in Parsippany, New Jersey. Through six oil refineries and associated infrastructure in the United States, the company produces unbranded transportation fuels, heating oil, petrochemical feedstocks, lubricants and other petroleum products. The refineries can collectively process about 1,000,000 barrels of crude oil per day.

PBF is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 4.88; value investors should take notice.

For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $6.23 to $15.74 per share. PBF boasts an average earnings surprise of +123.4%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, PBF should be on investors' short list.

SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight (NYSE: KEYS):

What: At ECOC 2026, Keysight Technologies will demonstrate solutions that help engineers design, characterize, validate, benchmark, and scale the high-speed optical and AI infrastructure required for next-generation data centers. Highlights will span photonic design and characterization, AI infrastructure and interconnect validation, next-generation optical research, 1.6T optical validation and production test.

When: September 21–23, 2026

Where: Keysight booth #1154, FYCMA, Málaga, Spain

More information: Keysight at ECOC

Keysight experts will showcase solutions to:

Accelerate photonic design and characterization: Connect photonic simulation with automated PIC test and 220 GHz characterization to bridge the gap between design, validation, and high-volume manufacturing. Advance next-generation optical links: Explore 3.2T optical research and 1.6T transmitter and receiver validation to reduce design uncertainty and accelerate optical link development. Validate AI infrastructure: Validate high-speed AI and data center interconnects, benchmark AI fabric performance, emulate real-world workloads, and test AI transport and inference at scale. Scale 1.6T production: Combine high-speed optical measurement with automated interconnect validation to minimize test time, optimize yield, and accelerate production ramps. Explore AI-enabled test automation: See how AI and intelligent automation simplify photonics test development, troubleshooting, and data analysis. About Keysight Technologies

Keysight (NYSE: KEYS) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full life cycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com.

More News From Keysight Technologies, Inc.

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

Shares of Cloudflare (NYSE:NET | NET Price Prediction) are ripping higher in Wednesday morning trading on a security tie-in with privately held OpenAI that investors are treating as a marquee validation of the company’s agentic-AI positioning. Cloudflare stock is up 9% to $308.52, extending the year-to-date gain to 56%. The size of the move relative to NET stock’s peers makes this a single-name repricing rather than a broad cybersecurity bid.

Zscaler (NASDAQ:ZS) is participating on a smaller scale, likely on the read-across from its own established OpenAI relationship through the DayBreak project and prior work with Anthropic. Zscaler stock is up 3% to $166.48, adding a bid to a name that had been under pressure heading into today.

Cloudflare’s Q2 FY2026 report already flagged the theme, with revenue of $696.1 million, up 36% year over year, and non-GAAP EPS of $0.29 against the $0.27 consensus. CEO Matthew Prince framed the company as sitting at the center of a “fundamental rewrite of the Internet for machine-to-machine traffic,” and the OpenAI service gives that pitch a concrete artifact investors can point to.

OpenAI Daybreak Partnership Fuels the Bid On September 3, Cloudflare announced a context-aware vulnerability discovery and remediation service delivered through Cloudflare Managed Defense and built on OpenAI’s Daybreak cyber models. The service identifies high-risk software vulnerabilities, blocks attacks at the network edge, and generates code patches, though no financial terms accompany the partnership.

The announcement lands several sessions before today’s move, so this reads as investor conviction building around an existing launch rather than breaking news. Momentum and late recognition are doing part of the work, and Prince stated on the Q2 FY2026 call that “the number one thing that’s causing our phone to ring from big companies is them saying, listen, we know we have to do AI, but we need to do it more securely,” a positioning the OpenAI service now anchors with a shippable product.

Sector Peers Sit Out the Rally The gap between Cloudflare and the rest of the group is the real story. CrowdStrike (NASDAQ:CRWD) stock is down 0.5% to $209.04, while Palo Alto Networks (NASDAQ:PANW) stock is down 0.85% to $334.13. Both companies have well-developed AI-security stories of their own that aren’t catching today’s bid.

For sector framing, the First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 0.4% to $94.41, a muted gain that underscores how concentrated today’s flow is in Cloudflare. Furthermore, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.54% to $714.46. The CIBR ETF holds all four of today’s featured stocks, with Palo Alto and CrowdStrike as its heaviest cybersecurity weights and Cloudflare and Zscaler as smaller positions.

On the CrowdStrike Q2 FY2027 call, CEO George Kurtz stated that AIDR “can be bigger than the EDR business” given the volume of AI agents each employee will run, and net new ARR of $332.8 million grew 51% year over year. Palo Alto CEO Nikesh Arora called AI “a long-term tailwind for cybersecurity” on the Q4 FY2026 call after adding nearly $1 billion in net new next-generation security ARR in a single quarter. The absence of a sympathy move in either name reinforces the read that investors are paying for Cloudflare’s specific OpenAI positioning rather than a sector re-rate.

What to Watch Insider filings show recent share disposals from Cloudflare President and Co-Chair Michelle Zatlyn, CEO Matthew Prince, and CFO Thomas Seifert dated August 15, with additional Zatlyn dispositions running through August 21. The recurring monthly cadence points to scheduled trading plans rather than reactive selling, worth naming since a headline about a large insider sale can otherwise land the wrong way.

Investors can watch for whether Cloudflare stock holds above $300 as the session progresses, and whether the OpenAI narrative eventually pulls in secondary names beyond Zscaler. The company’s next scheduled data point is Q3 2026 results, with prior guidance calling for revenue of $736 million to $737 million and diluted net income per share of $0.34. Position sizing on one’s NET stock exposure here should reflect that today’s move is momentum-led rather than tied to newly disclosed financial terms.

Contact [email protected] for any questions or corrections.

It has been about a month since the last earnings report for Rocket Lab Corporation (RKLB - Free Report) . Shares have lost about 17.7% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Rocket Lab Corporation due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Rocket Lab Corporation before we dive into how investors and analysts have reacted as of late.

RKLB’s Q2 Loss Narrower Than Expected, Revenues Increase Y/Y

Rocket Lab delivered a narrower-than-expected second-quarter 2026 loss, supported by better-than-expected profitability. The company reported a loss of six cents per share compared with the Zacks Consensus Estimate of a loss of seven cents, delivering a 14.3% earnings surprise.

RKLB’s RevenuesQuarterly revenues totaled $234.1 million, which surpassed the Zacks Consensus Estimate of $232 million by 1.1%. Sales rose 62% year over year, reflecting continued momentum across the business. Notably, Rocket Lab ended the quarter with record contracted demand, with backlog reaching $2.36 billion, up 137% year over year.

RKLB’s Segment Mix Drives Solid Gross ProfitabilityRocket Lab generated $181.3 million in product revenues and $52.7 million in service revenues in the quarter. The company reported GAAP gross margin of 36.1% and non-GAAP gross margin of 41.5%, both above its prior guidance ranges.

Space Systems revenues amounted to $189.5 million, up 94% year over year, driven primarily by spacecraft manufacturing growth and acquisitions. Launch Services revenues totaled $44.6 million, down 4% year over year, mainly due to revenue-recognition timing related to HASTE missions.

RKLB’s Expenses Reflect Neutron Investment and One-Time ItemsOperating expenses totaled $142.1 million, with research and development expenses of $82.4 million and selling, general and administrative expenses of $59.7 million. R&D expenses rose 25% year over year, primarily due to Neutron development, incremental spending at recently acquired businesses, higher staffing costs and spacecraft-related prototype work. SG&A expenses increased 50%, reflecting acquisition-related spending, additional staff to support revenue growth and transaction expenses tied to the company’s acquisition pipeline.

The company continued to invest in Neutron development and production scaling. Management also highlighted a shift in spending from R&D toward flight inventory as Neutron moves closer to its first launch, while production-related headcount increased during the quarter.

Rocket Lab’s Liquidity UpdateRocket Lab ended the quarter with approximately $2.13 billion in cash and cash equivalents. Including restricted cash and marketable securities, total liquidity was roughly $2.4 billion, reflecting a substantial sequential increase in financial flexibility.

The increase was driven largely by $1.08 billion of proceeds from at-the-market equity issuance during the quarter before the program was terminated. The company intends to use its liquidity to support acquisitions, including the pending Iridium transaction, as well as Neutron development, working capital and other corporate investments.

RKLB’s Q3 OutlookFor the third quarter of 2026, Rocket Lab expects revenues to be between $250 million and $265 million. The company expects GAAP gross margin of 29-31% and non-GAAP gross margin of 35-37%, reflecting an expected shift in the Space Systems revenue mix.

GAAP operating expenses are expected between $143 million and $149 million, while non-GAAP operating expenses are projected in the band of $121-$127 million. Rocket Lab also anticipates an adjusted EBITDA loss of $17-$23 million and net interest income of $21 million, supported by higher cash balances. Management expects negative non-GAAP free cash flow to remain elevated due to continued Neutron development and production scaling.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 21.43% due to these changes.

VGM ScoresAt this time, Rocket Lab Corporation has a poor Growth Score of F, however its Momentum Score is doing a bit better with a D. Charting a somewhat similar path, the stock has a grade of F on the value side, putting it in the lowest quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Rocket Lab Corporation has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Dividend investors can often be grouped between high-yield investors and dividend growth investors. Today, I'm looking at the higher-yielding income-focused investor and providing two potential opportunities. One of these names also gets to deliver a higher relative yield but has over 35 years of consecutive dividend raises under its belt as well, a blend of both.

New York, New York--(Newsfile Corp. - September 9, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against DICK'S Sporting Goods, Inc. (NYSE: DKS) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired DICK'S securities between September 8, 2025 and August 24, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/cases/dicks-sporting-goods-inc-dks-class_action_lawsuit.

DICK'S Case Details

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

following Dick's acquisition of Foot Locker, the Foot Locker business was experiencing stagnant inventory; these inventory problems adversely affected the Company's ability to achieve its sales-growth and profitability targets; accordingly, the Company's business and financial prospects were materially weaker than Defendants represented; and as a result, Defendants' positive statements concerning the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis.What's Next for DICK'S Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/dicks-sporting-goods-inc-dks-class_action_lawsuit, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in DICK'S you have until November 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to DICK'S Investors

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

Why Bronstein, Gewirtz & Grossman, LLC for DICK'S Securities Class Action?

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

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

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313251

Source: Bronstein, Gewirtz & Grossman, LLC

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Toyota and Rivian Adopt Stratasys' New F870™ to Accelerate Factory-Floor Manufacturing Applications at Scale Stratasys Ltd. (NASDAQ: SSYS) announced the launch of the new F870™ FDM® system, a large-format additive manufacturing platform designed for industrial manufacturers, automotive OEMs, aerospace & defense production lines, looking to scale production on the factory floor.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260909980551/en/

Stratasys F870™ FDM® system, a large-format additive manufacturing platform designed for industrial manufacturers, automotive OEMs, aerospace & defense production lines, looking to scale production on the factory floor.

Extending the Stratasys production-grade FDM portfolio, the F870 combines unrivaled large-format capabilities in a heated chamber backed by a suite of the strongest, most durable materials, all with a lower total cost of ownership so manufacturers can expand additive across manufacturing applications. Manufacturers increasingly demand larger, production-ready systems capable of producing tooling, fixtures, manufacturing aids and end-use parts at the size, throughput, and reliability needed for factory-floor deployment. The F870™ FDM® machine addresses this need.

Systems are currently being adopted by leading manufacturers, including Toyota Production Engineering in Georgetown, Kentucky, and Rivian Automotive in Plymouth, Michigan. These organizations are assessing the platform across a range of applications, from factory-floor tooling and manufacturing aids to advanced prototyping workflows, ahead of commercial availability.

Early deployments address customer needs for automotive tooling, manufacturing aids, and other production-support applications, including large fixtures, assembly tools, and inspection gauges that traditionally require lengthy machining lead times.

"Manufacturers are looking for proven solutions to speed up production, reduce cost, and respond in real-time to ever-changing supply chain and manufacturing requirements," said Rich Garrity, Chief Business Unit Officer, Stratasys. "The F870 is a very unique solution, demonstrating our advanced manufacturing expertise and our deep understanding of customer demand for additive manufacturing solutions that produce larger tooling, fixtures, and manufacturing aids on the factory floor. The new platform is geared towards real manufacturing environments, delivering our leading industrial-scale capabilities with increased build capacity, combined with Stratasys’ proven materials, and production reliability at a competitive price-point."

"We've already seen the value Stratasys additive manufacturing can deliver," said Dallas Martin, Additive Manufacturing Engineer at Toyota North America. "The next challenge is expanding its use across more applications. The F870's combination of build size, material performance and industrial features aligns with the kinds of manufacturing needs we're looking to address."

Designed for production-support applications, the F870 features a build volume of 1000 x 610 x 610 mm (39.4 x 24 x 24 in.) and combines the market's longest build capacity in a fully heated chamber with a portfolio of industrial-grade materials, including Nylon 12CF™, ASA, ABS and the new FDM® ABS Draft (Gray). In particular, Nylon 12CF Carbon Fiber provides the strength, stiffness and durability required for demanding manufacturing-floor tooling and fixture applications. The platform enables manufacturers to produce larger tooling, fixtures, manufacturing aids and end-use parts with the repeatability, durability and throughput required for factory-floor deployment.

Built on Stratasys' industrial FDM® foundation, the F870 expands Stratasys's portfolio of production-focused additive manufacturing solutions, helping manufacturers reduce production costs, improve responsiveness and scale additive manufacturing across manufacturing operations.

Experience the F870 at IMTS 2026

Stratasys will showcase the new F870 platform and other manufacturing-focused innovations at IMTS 2026, Booth 338460, South Hall, Chicago, September 14–19, 2026.

To learn more about the F870, visit https://www.stratasys.com/en/3d-printers/printer-catalog/fdm-printers/f870-printer/ or stop by the booth at IMTS.

To learn more about our large-format 3D Printers click here

About Stratasys

Stratasys is leading the global shift to additive manufacturing with innovative 3D printing solutions for industries including aerospace, automotive, consumer products, and healthcare. Through smart and connected 3D printers, polymer materials, a software ecosystem, and parts on demand, Stratasys solutions deliver competitive advantages at every stage of the product value chain. The world’s leading organizations turn to Stratasys to transform product design, bring agility to manufacturing and supply chains, and improve patient care.

To learn more about Stratasys, visit www.stratasys.com, the Stratasys blog, X/Twitter, LinkedIn, or Facebook. Stratasys reserves the right to utilize any of the foregoing social media platforms, including Stratasys’ websites, to share material, non-public information pursuant to the SEC’s Regulation FD. To the extent necessary and mandated by applicable law, Stratasys will also include such information in its public disclosure filings.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Those forward-looking statements are based on current information that is, by its nature, subject to potential change, due to risks and uncertainties faced by the Company, including those risks described in Item 3.D “Key Information - Risk Factors” of Stratasys’ annual report on Form 20-F for the year ended December 31, 2025, which Stratasys filed with the SEC on March 6, 2026, and in other reports and documents that Stratasys files with or furnishes to the SEC from time to time, which are designed to advise interested parties of the risks and factors that may affect Stratasys’ business, financial condition, results of operations and prospects. Any forward-looking statements made in this press release are made as of the date hereof, and Stratasys undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260909980551/en/

Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

Click for the complete disclosure

The U.S. Third Circuit Court of Appeals reversed a key ‌New Jersey water permit for U.S. energy company Williams Cos' (WMB.N) long-delayed Northeast Supply Enhancement (NESE) natural gas pipeline project in Pennsylvania, New Jersey and New York.

The court said in a ruling on Tuesday that it granted petitions by environmental groups, vacated the Water Quality Certification and remanded the case to the ​New Jersey Department of Environmental Protection (NJDEP).

A coalition of environmental groups filed a lawsuit last November against the NJDEP for unjustifiably ​approving the certification for NESE, after first rejecting the project in 2019 for failure to demonstrate compliance ⁠with state water quality standards.

“When the water quality certificate was denied in 2019, that should have been the end of it," ​said Charlie Kratovil, Central Jersey Organizer at Food & Water Watch, one of the environmental groups opposing the project.

Officials at Williams were not immediately ​available for comment.

NESE is a roughly $1 billion project under construction by Williams' Transcontinental Gas Pipe Line Co (Transco) unit that would expand the existing Transco gas pipe. NESE includes the construction of an offshore pipe in the Raritan Bay between New Jersey and New York.

The environmental groups contended that the underwater segment ​would require dredging the bay floor, stirring up sediment containing toxic contaminants like mercury and PCBs (Polychlorinated biphenyls), which could pose risks ​to human health and marine habitats.

Williams officially broke ground on NESE in Brooklyn, New York, in April 2026.

In addition to NESE, Williams is also developing another ‌long-delayed ⁠gas pipe in the region, Constitution Pipeline from Pennsylvania to New York.

Both projects were controversial in part because they were previously rejected by state environmental regulators and canceled by Williams in past years before U.S. President Donald Trump sought their revival after returning to office in 2025.

Williams canceled Constitution in 2020 and NESE in 2024 after years of fighting for permits, especially water permits, from state regulators ​in New York and New Jersey.

In ​May 2025, the Trump administration ⁠used New York's reconsideration of Williams' proposed gas pipes in the state as part of a deal with New York Governor Kathy Hochul to lift a federal ban on construction of Norwegian energy ​firm Equinor's (EQNR.OL) Empire Wind offshore wind farm off New York.

Hochul did not agree to approve either ​pipe project but ⁠said the state would work with the U.S. administration and private entities on projects that meet the legal requirements under New York law.

Williams said on its website that it targeted completion of NESE in the fourth quarter of 2027 and Constitution in the fourth quarter of 2028.

NESE ⁠is designed ​to move around 0.4 billion cubic feet per day (bcfd) of gas from Pennsylvania, ​across New Jersey and into New York.

Constitution, which is not under construction, is designed to move around 0.65 bcfd of gas from Pennsylvania to New York.

One billion ​cubic feet of gas is enough to supply around five million U.S. homes for a day.

Key Takeaways Manufacturing remains in expansion, with new orders, production and exports supporting future activity.Caterpillar's record $72B backlog and capacity expansion position it for rising demand across key markets.Watts Water's record Q2 results benefited from pricing, higher volumes and growing data center demand. U.S. manufacturing activity remained in expansion territory for the eighth consecutive month in August, despite persistent trade uncertainty, elevated input costs and geopolitical tensions. Three of four key demand indicators, New Orders, Backlog of Orders and New Export Orders, remained in expansion. Meanwhile, the Customers’ Inventories Index stayed in “too low” territory or below 50%, which is generally viewed as supportive of future production.

The improving manufacturing backdrop is also supporting the Industrial Products sector, which is witnessing positive estimate revisions for the third quarter. Per the latest Earnings Trends report, the sector is expected to deliver earnings growth of 12.9% in the third quarter and 11.6% in 2026. It is one of the nine sectors expected to post double-digit growth this year.  Against this backdrop, it would be ideal to invest in industrial stocks like Caterpillar (CAT - Free Report) , Kubota (KUBTY - Free Report) , Nordson (NDSN - Free Report) , Zebra Technologies (ZBRA - Free Report) and Watts Water Technologies (WTS - Free Report) .

Manufacturing Activity Remains in ExpansionThe ISM Manufacturing PMI was 54.6% in August, dipping one percentage point from July’s 55.6%. Despite this, August marked the eighth consecutive month of manufacturing growth, following a 10-month period of contraction. Despite the moderation, the sector remained in expansion for the eighth straight month following 10 consecutive months of contraction. Five of the six largest manufacturing industries expanded, led by transportation equipment, petroleum and coal products, computer and electronic products, machinery, and food, beverage and tobacco products.

The New Orders Index declined to 53.7% from 56.7% but remained in expansion for the eighth consecutive month. The Production Index held at a strong 58.3%, extending its expansion streak to 10 months. The Backlog of Orders Index was 51.8%, while new export orders edged up to 53.2%, expanding for the second consecutive month. 

The Employment Index slipped to 51.2% from 52.8%, but remained in expansion territory for the second consecutive month. Only one of the six largest manufacturing industries reported higher employment, pointing to a more cautious approach toward hiring across the sector. Still, the overall employment reading suggests that manufacturers are not yet broadly cutting workforce levels as production remains healthy. 

The Inventories Index was 50.6% in August, down 0.6 percentage points compared with 51.2% in July. The Customers’ Inventories Index rose to 42.8% in August from 40.7% in July, and remained in “too low” territory in August. This is generally positive for future production as manufacturers may need to replenish inventories as demand improves.

Cost pressures continue to challenge manufacturers. The Prices Index remained elevated at 71.1%, indicating higher raw-material prices for the 23rd consecutive month. Steel, aluminum, copper, electrical components and electronic components were among the materials reported as rising in price or facing supply constraints. Tariffs and geopolitical tensions are adding to cost pressures and could weigh on margins. In response, industry participants are focusing on pricing actions, cost optimization, productivity gains and diversification of supplier networks to offset these pressures. 

Outlook Remains Constructive, but Risks PersistOverall, the trend so far this year points to a continued manufacturing recovery. Lean customer inventories, expanding new orders and sustained production provide a positive foundation for future activity. At the same time, elevated input costs, tariffs, supply-chain challenges and geopolitical uncertainty could limit the pace of improvement. ISM's 2026 forecast calls for 8.4% growth in manufacturing revenues, 4.9% growth in capital expenditures and a 9.7% increase in production capacity, supporting the case for industrial stocks positioned to benefit from renewed manufacturing investment.

5 Industrial Products Stocks to BuyCaterpillar: The company ended the second quarter of 2026 with a record backlog of $72 billion, 92% higher than last year. It is positioned to benefit from several secular growth trends, including U.S. infrastructure spending, mining demand related to the energy transition, automation adoption, data center expansion and sustainability investments. To capitalize on rising power-generation and oil-and-gas demand, CAT will restart production of its 10-megawatt gas engine platform. It plans to bring about 1.5 gigawatts of capacity back online. It is also expanding turbine capacity and has repurposed a 250,000-square-foot facility in Wamego, KS. CAT is simultaneously investing in services, e-commerce, sustainability, electrification and other digital initiatives. 

The Zacks Consensus Estimate for Caterpillar’s current-year earnings moved up 9.7% in the past 60 days. The consensus mark indicates year-over-year growth of 43.4%. The company has a trailing four-quarter earnings surprise of 18.1%, on average. Caterpillar has an estimated long-term growth of 21.1% and currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Kubota: The company is benefiting from strength in construction equipment, particularly in North America, along with improving prospects in Europe and continued growth in India. Disciplined fixed-cost management and profitability improvement measures are expected to support profitability.  Agricultural machine automation is one of the key pillars of these initiatives. The company is expanding its product lineup, adding a variety of attachments to meet customer needs. 

The Zacks Consensus Estimate for Kubota’s earnings for fiscal 2026 has moved up 36% over the past 60 days and suggests year-over-year growth of 40%. The company has a trailing four-quarter earnings surprise of 41.7%, on average. It has an estimated long-term earnings growth rate of 10% and currently carries a Zacks Rank #2 (Buy).

Nordson:  The company is poised to gain from its diversified business structure, which helps mitigate the adverse impact of weakness in one end market with strength across the others. Over time, Nordson has been capitalizing on acquisitions by penetrating unexplored markets and expanding its product lines. Nordson remains committed to rewarding its shareholders through dividend payments and share buybacks.

The Zacks Consensus Estimate for Nordson for fiscal 2026 earnings has moved up 2% over the past 60 days and suggests year-over-year growth of 15.6%. The company has a trailing four-quarter earnings surprise of 32.4%, on average. It has an estimated long-term earnings growth rate of 13% and currently carries a Zacks Rank of 2.

Zebra Technologies: The company is benefiting from broad demand across retail, manufacturing and healthcare, with mobile computing, printing, machine vision and RFID supporting growth across both segments. Its integrated hardware, software and services portfolio is deepening customer adoption of automation and AI-enabled workflows, while Elo Touch and Photoneo expand its addressable opportunities. Healthy cash generation continues to support share repurchases and investment, while device upgrade cycles and growing software adoption strengthen the longer-term outlook. Its expanding transportation and logistics pipeline also supports future growth opportunities. 

The Zacks Consensus Estimate for Zebra Technologies for fiscal 2026 earnings has moved up 9% over the past 60 days. The estimate suggests year-over-year growth of 28.2%. The company has a trailing four-quarter earnings surprise of 15.5%, on average. It currently carries a Zacks Rank of 2.

Zebra Technologies Corporation Price and Consensus

Zebra Technologies Corporation price-consensus-chart | Zebra Technologies Corporation Quote

Watts Water Technologies: The company completed five acquisitions in 2025 to broaden its product set, extend market reach and increase nonresidential exposure. The acquired businesses are performing well and remain on track to achieve or exceed targeted synergies through the One Watts performance system. Watts Water's second-quarter 2026 results benefited from favorable pricing, higher volumes and data center demand, which helped drive record sales, operating income and earnings per share. Data center cooling is emerging as a growth avenue as liquid cooling adoption, new products and broader customer relationships expand the opportunity. A healthy balance sheet supports capacity investments, selective M&A and shareholder returns. 

The Zacks Consensus Estimate for Watts Water Technologies for fiscal 2026 earnings has moved up 4.7% over the past 60 days and the estimate suggests year-over-year growth of 20.5%. The company has a trailing four-quarter earnings surprise of 10.4%, on average. It has an estimated long-term earnings growth rate of 8% and currently carries a Zacks Rank of 2.

Shares of Marqeta (MQ - Free Report) have gained 4.4% over the past four weeks to close the last trading session at $16.26, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $20.5 indicates a potential upside of 26.1%.

The mean estimate comprises 10 short-term price targets with a standard deviation of $3.34. While the lowest estimate of $17.00 indicates a 4.6% increase from the current price level, the most optimistic analyst expects the stock to surge 72.2% to reach $28.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.

But, for MQ, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in MQAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 23.7%, as two estimates have moved higher compared to no negative revision.

Moreover, MQ currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much MQ could gain, the direction of price movement it implies does appear to be a good guide.

A single trading session erased more than a third of UWM Holdings' market value after the Company reported a $603.2 million interest rate derivatives loss, with the securities class action alleging investors were never told the Company had taken an over-hedged MSR position tied to the failed Two Harbors deal.

, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in UWM Holdings Corporation (NYSE: UWMC) of a pending securities class action filed on behalf of shareholders who purchased securities between March 9, 2026 and August 5, 2026. Find out if you may qualify to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

UWMC shares fell $0.64, or 34.78%, to close at $1.20 on August 6, 2026, on unusually heavy trading volume. Shares had traded as high as $4.04 on March 10, 2026, a Class Period peak. Investors have until October 13, 2026 to seek lead plaintiff status.

The Market Reaction to the August Disclosure

After the market closed on August 5, 2026, UWM reported second quarter results that included a $603.2 million interest rate derivatives loss, a $451.9 million quarterly net loss, and a 43.6% year-over-year decline in total equity. The following morning, during the Company's earnings call, management described the position as "over-hedged" in connection with the terminated Two Harbors Investment Corp. transaction, a deal originally valued at $1.3 billion. Trading volume spiked as the stock repriced.

How the Repricing Compares to Class Period Highs

Class Period high: $4.04 per share on March 10, 2026 Closing price after the disclosure: $1.20 per share on August 6, 2026 Single-session decline: $0.64 per share, or 34.78% Reported interest rate derivatives loss: $603.2 million Reported second quarter net loss: $451.9 million Reported year-over-year decline in total equity: 43.6% The complaint asserts that these figures reflect the removal of artificial inflation from the share price once information about the hedging position reached the market.

What the Complaint Says Was Missing From Prior Statements

The action charges that, during the Class Period, the Company did not disclose that it had departed from its longstanding practice of not hedging mortgage servicing rights, that the position taken ahead of the Two Harbors transaction was excessive, and that purported risk mitigation had instead created an excess hedging exposure. The pleading asserts that positive statements about the Company's business and prospects were therefore materially misleading or lacked a reasonable basis.

"When companies fail to disclose material information, shareholders may suffer significant losses. The complaint here alleges that UWMC investors were not told the Company had taken a hedging position outside its stated business model before a $603.2 million derivatives loss was reported." -- Joseph E. Levi, Esq.

Submit your information here or call (212) 363-7500.

ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. Investors who suffered losses have until October 13, 2026 to seek appointment as lead plaintiff.

Frequently Asked Questions About the UWMC Lawsuit

Q: How much did UWMC stock drop? A: Shares fell approximately 34.78%, a decline of $0.64 per share, to close at $1.20 on August 6, 2026. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.

Q: When did UWM Holdings Corporation allegedly mislead investors? A: The Class Period runs from March 9, 2026 to August 5, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.

Q: What court was the UWMC class action filed in? A: The case was filed in the United States District Court for the Eastern District of Michigan, governed by the Private Securities Litigation Reform Act of 1995.

Q: What do UWMC investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my UWMC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP

Emcor Group (EME - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this construction and maintenance company have returned -5.4% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Building Products - Heavy Construction industry, to which Emcor Group belongs, has lost 11.9% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Emcor Group is expected to post earnings of $8.31 per share, indicating a change of +26.5% from the year-ago quarter. The Zacks Consensus Estimate has changed -0% over the last 30 days.

The consensus earnings estimate of $33.04 for the current fiscal year indicates a year-over-year change of +27.7%. This estimate has changed +0.6% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $37.14 indicates a change of +12.4% from what Emcor Group is expected to report a year ago. Over the past month, the estimate has changed +2.8%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Emcor Group.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Emcor Group, the consensus sales estimate of $5.21 billion for the current quarter points to a year-over-year change of +21%. The $20.32 billion and $22.41 billion estimates for the current and next fiscal years indicate changes of +19.6% and +10.3%, respectively.

Last Reported Results and Surprise HistoryEmcor Group reported revenues of $5.15 billion in the last reported quarter, representing a year-over-year change of +19.8%. EPS of $9.06 for the same period compares with $6.72 a year ago.

Compared to the Zacks Consensus Estimate of $4.73 billion, the reported revenues represent a surprise of +8.99%. The EPS surprise was +25.31%.

Over the last four quarters, Emcor Group surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Emcor Group is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Emcor Group. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

One stock to keep an eye on is CNO Financial Group (CNO - Free Report) . CNO is currently holding a Zacks Rank #2 (Buy) and a Value grade of A.

Another notable valuation metric for CNO is its P/B ratio of 1.52. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 2.70. CNO's P/B has been as high as 1.75 and as low as 1.31, with a median of 1.50, over the past year.

Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator. CNO has a P/S ratio of 1.1. This compares to its industry's average P/S of 1.11.

These are only a few of the key metrics included in CNO Financial Group's strong Value grade, but they help show that the stock is likely undervalued right now. When factoring in the strength of its earnings outlook, CNO looks like an impressive value stock at the moment.

IQVIA Holdings Inc. (“IQVIA”) NYSE:IQV today announced that its wholly owned subsidiary, IQVIA Inc. (the “Issuer”), intends to raise $2,000,000,000 through an offering of senior notes due 2034 (the “Notes”).

The proceeds from the Notes offering will be used to redeem in full the Issuer’s Senior 5.000% Notes due 2026, to repay a portion of the outstanding indebtedness under the Issuer’s revolving credit facility and to pay fees and expenses related to the Notes offering. The consummation of the Notes offering is subject to market and other customary conditions.

This press release does not constitute an offer to sell or the solicitation of an offer to buy the Notes, nor shall there be any offer, solicitation or sale of the Notes in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful. The Notes to be offered have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or the securities laws of any other jurisdiction and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act. The Notes are being offered only to persons reasonably believed to be qualified institutional buyers in the United States in reliance on Rule 144A under the Securities Act and outside the United States only to non-U.S. investors pursuant to Regulation S under the Securities Act. Any offer of the Notes will be made only by means of a private offering memorandum.

About IQVIA

IQVIA NYSE:IQV is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. IQVIA’s portfolio of solutions are powered by IQVIA Connected Intelligence™ to deliver actionable insights and services built on high-quality health data, Healthcare-grade AI®, advanced analytics, the latest technologies and extensive domain expertise. IQVIA is committed to using AI responsibly, with AI-powered capabilities built on best-in-class approaches to privacy, regulatory compliance and patient safety, and delivering AI to the high standards of trust, scalability and precision demanded by the industry. With approximately 94,000 employees in over 100 countries, including experts in healthcare, life sciences, data science, technology and operational excellence, IQVIA is dedicated to accelerating the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.

IQVIA is a global leader in protecting individual patient privacy. The company uses a wide variety of privacy enhancing technologies and safeguards to protect individual privacy while generating and analyzing information on a scale that helps healthcare stakeholders identify disease patterns and correlate with the precise treatment path and therapy needed for better outcomes. IQVIA’s insights and execution capabilities help biotech, medical device and pharmaceutical companies, medical researchers, government agencies, payers and other healthcare stakeholders tap into a deeper understanding of diseases, human behaviors and scientific advances, in an effort to advance their path toward cures.

Forward Looking Statements

Certain statements in this press release are forward-looking statements. These statements involve a number of risks, uncertainties and other factors, including the failure to consummate the Notes offering, and potential changes in market conditions that could cause actual results to differ materially.

IQVIAFIN

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Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.

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, /PRNewswire/ -- West Virginia American Water is pleased to announce a $275,000 water infrastructure project on Thompson Avenue in Bluefield.

"Ongoing, proactive investments are critical to help maintain and improve the reliability and resiliency of our systems," said Scott Wyman, President of West Virginia American Water. "This infrastructure upgrade project on Thomspon Avenue will help maintain safe, reliable water service for the Bluefield community."

The project will take place on Thompson Avenue, from Walton Avenue to Maryland Avenue. Crews will replace 600 feet of aging pipe with 2-inch PVC main, with work scheduled to be completed by the end of October. Final street restoration will be completed in fall 2026. Work will occur Monday through Friday between 7:30 a.m. and 5:30 p.m., and traffic restrictions will be in place for the duration of the project.

This infrastructure upgrade project is part of West Virginia American Water's plan to invest more than $129 million in ongoing infrastructure upgrades across the state in 2026, supporting the economic health of communities across the company's service area. Economic impact studies show that for every $1 million invested in water infrastructure, upwards of 10 jobs are generated throughout local economies.

Over the past decade, West Virginia American Water has invested over $805 million in infrastructure projects and capital upgrades to address aging infrastructure across the Mountain State, including more than 168 miles of new water main. To learn more about these ongoing investments, visit the company's interactive upgrade map.

During construction, customers may experience temporary service interruptions, discolored water, and/or lower than normal water pressure. Crews will work as quickly as possible to shorten the length of these temporary inconveniences. To report water related emergencies such as leaks, main breaks or other service disruptions, customers can submit a service request on the company's website. 

About American Water 
American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886, and celebrating 140 years in 2026, We Keep Life Flowing® by providing safe, clean, reliable and affordable drinking water and wastewater services to approximately 14 million people with regulated operations in 14 states and on 19 military installations. American Water's approximately 7,000 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders.

For more information, visit amwater.com and join American Water on LinkedIn, Facebook, X and Instagram.

About West Virginia American Water
West Virginia American Water, a subsidiary of American Water, is the largest regulated water utility in the state with approximately 315 dedicated employees working to provide safe, clean, reliable and affordable water and wastewater services to approximately 610,000 people.

SOURCE American Water

Tariff tantrums and general weakness in the clothing retailer space have constricted shares in American Eagle Outfitters (AEO) throughout most of 2026. Rick Ducat highlights the key support and resistance levels to watch in the stock chart, including what he calls the "ultimate line in the sand" for support that will signal further downside action if broken.

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Key Takeaways Bloom Energy will join the S&P 500 on Sept. 21, spotlighting ETFs holding the fuel cell giant.Bloom Energy posted record $1.07 billion in Q2 revenues, up 166% year over year, driven by product sales. ETFs like HYDR rank Bloom Energy as their top holding, with weights ranging from 5% to 17%. In a significant development for the artificial intelligence (AI)-led power revolution, Bloom Energy (BE - Free Report) has been officially named to join the benchmark S&P 500 index, a change that will take effect prior to the market open on Sept. 21, 2026. Following the announcement, Bloom Energy's stock rallied sharply at the bourses, as high as 9.6% on Sept. 8. 

This milestone achievement also places a bright spotlight on exchange-traded funds (ETFs) that offer exposure to this fuel cell giant, with these funds now poised to benefit from the heightened institutional demand and rebalancing flows that typically accompany an index inclusion of this magnitude.

To understand why this event is so pivotal for ETF investors, one must first look at the extraordinary fundamentals that propelled Bloom Energy into the large-cap league, and why a diversified ETF approach might be the most prudent strategy for navigating its high-growth trajectory.

What Fueled Bloom Energy’s S&P 500 Ascent?Bloom Energy's meteoric rise to the S&P 500 is a testament to its strategic positioning at the intersection of the AI boom and America’s strained power grid. The company has become a direct play on the insatiable energy demands of AI data centers, offering solid-oxide fuel cells as a quicker, on-site power solution that bypasses the years-long wait for traditional grid connections.

The company's recent financial performance has been nothing short of spectacular, which in turn helped its promotion to the prestigious S&P 500 index. 

Evidently, BE reported record revenues of $1.07 billion in the second quarter of 2026 and registered a staggering 166% year-over-year increase, driven by a 215% surge in product revenues.

The primary catalyst accelerating Bloom’s top-line growth is the skyrocketing power demand from AI data centers. As regional electrical grids face severe capacity constraints, major hyperscalers and utility operators are increasingly turning to Bloom Energy’s solid-oxide fuel cell systems for rapid, on-site, off-grid power generation.

Will Bloom Energy Maintain Its Momentum?Bloom Energy's growth trajectory remains strongly supported by fundamental catalysts. The short-term price target for BE, offered by 22 analysts, stands at $274.86, pointing to a potential upside of approximately 8.70% from its current trading level. 

This momentum is further bolstered by Bloom Energy’s management raising its full-year 2026 revenue guidance to a range of $3.9 billion to $4.2 billion, reflecting a 100% year-over-year growth rate at the midpoint. Driving this outlook are transformative commercial milestones, including a landmark partnership with Oracle to deliver up to 2.8 gigawatts of fuel cell capacity, alongside a fivefold expansion of its funding framework with Brookfield Asset Management to $25 billion.

Provided these initiatives are successfully executed, the robust demand for rapid, on-site energy solutions should help keep Bloom Energy's long-term stock performance buoyant.

The Case for ETF-Based ExposureDespite BE's bright operational outlook, direct stock ownership exposes investors to elevated valuation risks. 

The share price's recent surge of almost 10% indicates that market participants have already priced in much of the optimism surrounding its S&P 500 inclusion. 

Further, Bloom Energy trades at a price-to-earnings ratio of 67.99—a steep premium compared to the S&P 500 average of 20.09—while also facing broader sector risks like industry-wide supply chain bottlenecks. 

In this environment, investing through an exchange-traded fund offers a more prudent strategy. An ETF will allow investors to capture Bloom Energy's index-inclusion tailwinds and high-growth trajectory while spreading downside risk across complementary holdings in the clean technology, grid infrastructure, and industrial sectors.

ETFs in the SpotlightTaking into consideration the aforementioned discussion, investors looking to gain exposure to Bloom Energy through a safer, diversified approach may add the following ETFs to their watchlist and invest in them if it seems fit:

Global X Hydrogen ETF (HYDR - Free Report)

This fund, with net assets worth $110.3 million, offers exposure to 25 companies involved in hydrogen production, the integration of hydrogen into energy systems and the development/manufacturing of hydrogen fuel cells, electrolyzers, and other technologies related to the utilization of hydrogen as an energy source. Of these, Bloom Energy holds the first spot with 17.21% weightage. 

HYDR has surged 45.6% year to date and charges 50 basis points (bps) in fees. It traded at a volume of 0.04 million shares in the last trading session. 

iShares Global Clean Energy ETF (ICLN - Free Report)

This fund, with net assets worth $2.10 billion, offers exposure to 105 global companies involved in clean energy. Of these, Bloom Energy holds the first spot with an 8.51% weight. 

ICLN has risen 11.4% year to date and charges 38 bps in fees. It traded at a good volume of 11.18 million shares in the last trading session. 

Global X U.S. Electrification ETF (ZAP - Free Report)

This fund, with net assets worth $471.2 million, offers exposure to 45 companies that are involved in conventional electricity generation, transmission, and distribution; alternative electricity generation and technology solutions; and the modernization, development, manufacturing, or implementation of grid infrastructure and smart grid technology. Of these, Bloom Energy holds the first spot with 5.53% weightage. 

ZAP has rallied 11.4% year to date and charges 50 bps in fees. It traded at a volume of 0.14 million shares in the last trading session.