Shares of UnitedHealth Group (UNH +2.87%) are up 25% this year and are still trading near its 52-week high. The healthcare giant's stock offers a good combination of revenue growth, a solid dividend, and strong insulation against economic downturns.
The company has bounced back significantly after it had a bad earnings miss and suspended guidance in April 2025, a move that was followed by the resignation of then-CEO Andrew Witty.
Here are reasons why the stock remains a good buy.
Image source: Getty Images.
It's a great dividend stock UnitedHealth Group just raised its dividend by 5% to $2.32 per quarterly share, marking 17 consecutive years of raises, and at the stock's current price, it yields around 2.3%.
The dividend increase shows the company is confident in its ability to handle rising medical costs and other changes. The company produced $19.7 billion in operating cash flow in 2025, equal to 1.5x net income. Cash from operations has consistently exceeded net income.
The stock is a solid choice for total-return and income-focused investors. The company generates massive, highly reliable free cash flow that supports aggressive share buybacks, as it expects to repurchase $2 billion in shares by the end of the second quarter and to maintain a consistently growing dividend.
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Two segments balance the business Unlike pure-play health insurers, UnitedHealth Group operates a highly resilient, diversified model split into two powerhouse segments. One is UnitedHealthcare, its huge insurance arm that served 49.1 million people in the first quarter, including individuals, employers, and government programs.
The other is Optum, its health services business that provides pharmacy benefits, data analytics, and direct patient care to more than 123 million people.
In the first quarter, the UnitedHealthcare side was driving its business. The company reported overall revenue of $111.7 billion, up 2% year over year, with UnitedHealthcare reporting $86.3 billion, up 2% from the first quarter of 2025. Earnings per share (EPS) were $6.90, up less than 1% compared to the same period a year ago, and earnings from UnitedHealthcare again were the catalyst, with earnings from operations of $5.7 billion, up 9%, year over year.
It is still selling at an attractive valuation Though UnitedHealth Group's shares have risen more than 25% this year, its shares are still trading at around 31 times earnings and around 22 times future earnings.
The advantage of healthcare stocks is that people need medical care regardless of the state of the economy. Concerns about rising costs combined with no reimbursement raises on the way for 2027 have compressed the company's valuations into reasonable territory compared to its historical averages and put it in a good position compared to its nearest competitors.
It has strong pricing power that reacts to change UnitedHealth Group's medical cost ratio was 83.9% for the first quarter, down 90 basis points from the same period a year ago. That's the good news. The bad news is that medical cost ratios have been increasing for insurers over the past several years, due to changes under the Affordable Care Act, the rising number of older adults seeking medical care, the rising costs of diabetes and weight-loss medications, and medical advancements tied to high-cost medical devices.
UnitedHealth has a clear playbook for managing the recent industrywide spike in medical utilization. Because commercial plans renew continuously throughout the year, management has already begun implementing a strongly responsive pricing strategy. In its Medicare Advantage plans, the company is adjusting premium pricing, streamlining provider networks, and utilizing advanced tools to filter unnecessary clinical costs. That's a key point because UnitedHealth is the largest Medicare Advantage provider, serving more than 8 million people. In April, CMS finalized a 2.48% payment increase for 2027 Medicare Advantage plans, which was more than what was initially proposed, but doesn't solve long-term price concerns, industry executives said.
The company is using AI to trim administrative costs UnitedHealth Group has launched a massive $1.5 billion enterprise-wide artificial intelligence (AI) initiative. By transitioning traditional, fractured processes to AI-first operations, management expects a 2-to-1 return on investment, translating into nearly $1 billion in direct operating-cost reductions.
The company is deploying artificial intelligence across three core operational fronts to aggressively defend and expand its operating margins. It is using generative AI to handle the first point of contact, reducing the need for expensive call center networks.
Launched in March, its digital companion Avery is a generative AI assistant handling inquiries for employers and Medicare Advantage members. It is set up to resolve complex questions about coverage limits, claim status, and copay estimates instantly. By migrating member navigation to self-service AI, UnitedHealth has already reduced call center volume by 25% as of the first quarter, eliminating significant structural overhead.
It is also using AI to simplify and speed up prescription approval times from eight hours to under 30 seconds and considerably drop processing costs. The company sees its AI engine as not only saving money but also, when outsourced, adding revenue.
About a third of UNH's $1.5 billion AI spend is dedicated to transforming OptumInsight into an AI-first software firm. The data analytics, payment integrity, and fraud-detection models trained internally on UNH's massive data pool are being packaged and sold directly to other hospital networks and insurers, turning an internal cost-saver into a high-margin revenue stream.
Oracle zažila nejhorší týden na Wall Streetu za 25 let, když akcie spadly o 19 % kvůli obavám z dluhu a financování projektů v oblasti AI. Firma má kolem 130 miliard USD dluhu a ve fiskálním roce 2027 plánuje získat 40 miliard USD z dluhu a kapitálu.
Oracle just wrapped up its worst week on Wall Street in 25 years as concerns continue to mount about the software company's debt load and whether its bet-the-house investment on artificial intelligence will pay off.
The stock plummeted 19% this week, dropping at least 2.6% each of the past five days. It's the steepest weekly drop since a 20% plunge in August 2001, during the depths of the dot-com bust.
The past nine months have been brutal for Oracle investors. After the company reached a peak market cap of $900 billion in September, on budding enthusiasm about Oracle's AI customers, the stock has lost about 55% of its value. The crux of the problem is that for Oracle to fulfill its AI infrastructure commitment, primarily to OpenAI, it's having to raise record amounts of debt, creating balance sheet risk while focusing on lower-margin offerings.
Oracle was sitting on about $130 billion in debt at the end of May, with capital expenditures rising 162% to nearly $56 billion in the 2026 fiscal year. It's racing to open data centers alongside cloud giants Amazon, Microsoft and Google, but without being able to sell a full technology stack like its rivals.
Oracle recorded negative free cash flow of almost $24 billion in the latest fiscal year. Earlier this month, Oracle said that, in fiscal 2027, it plans to raise $40 billion through debt and equity financing, including a $20 billion share sale announced earlier, after $43 billion in debt sales and $5 billion from equity issuance last fiscal year.
"We expect financing/leverage and the pace of equity issuance to remain the central investor debate near term, even as demand signals stay strong," Evercore analysts, who recommend buying the stock, wrote in a note on Wednesday note.
Like Evercore, most firms remain bullish on Oracle's prospects despite investors' growing concerns. According to FactSet, 71% of analysts recommend buying the stock, the highest percentage in 15 years.
Oracle didn't respond to a request for comment.
watch now
Oracle is facing multiple market headwinds. In addition to its hefty capital requirements, the company is trading lower from the selloff in software names as investors worry that AI models will replace many of their products' capabilities. The iShares Expanded Tech-Software Sector Exchange-Traded Fund (IGV) is down 16% so far in 2026, while Oracle has fallen 24%.
In its annual report last week, Oracle disclosed that headcount shrank 13% to 141,000 employees in fiscal 2026, with a notable pullback in sales and marketing.
Larry Ellison, Oracle's co-founder, was absent from the earnings call this month, leaving dual CEOs Clay Magouyrk and Mike Sicilia and recently appointed finance chief Hilary Maxson to answer questions.
"Hilary has a tough life," Magouyrk said on the call.
Because of Oracle's retreating stock price, Ellison has been surpassed on the world's list of wealthiest people by Google co-founders Larry Page and Sergey Brin, Amazon founder Jeff Bezos and Michael Dell. Ellison is still worth over $200 billion.
Oracle is pushing forward with its buildout plans, targeting data centers in Michigan, New Mexico and Texas in 2027.
"As we pursue these opportunities, we'll remain focused on disciplined capital allocation, maintaining a strong balance sheet, and preserving our investment-grade credit rating," Maxson said on the earnings call this month.
AbbVie oznámila, že FDA schválila SKYRIZI pro děti od 6 let se středně těžkou až těžkou ložiskovou psoriázou nebo aktivní psoriatickou artritidou. Současně získala schválení i nová 55mg předplněná stříkačka pro pacienty vážící méně než 40 kg.
SKYRIZI (risankizumab-rzaa) is now approved for patients six years of age and older with moderate-to-severe plaque psoriasis or active psoriatic arthritis Approval includes a new 55 mg pre-filled syringe to support weight-based dosing for those patients weighing less than 40 kg SKYRIZI becomes the first and only IL-23 inhibitor approved in the U.S. for pediatric patients six years of age and older weighing less than 40 kg with plaque psoriasis or psoriatic arthritis , /PRNewswire/ -- AbbVie (NYSE: ABBV) today announced the U.S. Food and Drug Administration (FDA) has approved SKYRIZI® (risankizumab-rzaa) for the treatment of children six years of age and older with moderate-to-severe plaque psoriasis who are candidates for systemic therapy or phototherapy, or active psoriatic arthritis. A new 55 mg pre-filled syringe (PFS) has also been approved to support weight-based dosing for patients weighing less than 40 kg, while the currently available 150 mg PFS and Pen are approved for patients weighing 40 kg or greater.
"Plaque psoriasis and psoriatic arthritis can affect much more than skin and joints – these conditions can shape daily life and disrupt important childhood experiences," said Roopal Thakkar, M.D., executive vice president, research and development, chief scientific officer, AbbVie. "We are proud that SKYRIZI is now the first and only IL-23 inhibitor approved in the U.S. for pediatric patients six years of age and older weighing less than 40 kg with plaque psoriasis or psoriatic arthritis. For families navigating these chronic conditions, expanding access to treatments with proven efficacy supports improved disease management and extends established standards of care to younger patients."
Approximately 30% of people who develop psoriasis experience symptoms before age eighteen.1 Each year, approximately 20,000 children under ten years old are diagnosed with psoriasis in the U.S., and an estimated 14,000 children are impacted by psoriatic arthritis.1,2,3 Psoriasis and psoriatic arthritis symptoms in children can interfere with mobility and daily activities, with additional burden on caregivers.4,5
"For children impacted by immune-mediated diseases, childhood can become shaped by doctor appointments, uncertainty and the emotional weight of living with a chronic disease," said Leah M. Howard, J.D., president and chief executive officer, National Psoriasis Foundation. "Having an approved treatment for both skin and joint disease available for our younger patients gives families another much-needed option and offers a measure of hope as they navigate the challenges of these diseases."
Data Supporting SKYRIZI Pediatric Approvals
The pediatric psoriasis approval is supported by data from the Phase 3 OptIMMize psoriasis clinical trial program (NCT04435600; NCT04862286), including data from two lead-in pharmacokinetic cohorts, a randomized efficacy assessor-blinded active controlled cohort (12 to <18 years) and a single arm open label cohort (6 to <12 years). The pediatric psoriatic arthritis approval is supported by the OptIMMize psoriasis clinical trial program as well as population pharmacokinetic modeling and simulation based on well-controlled adult psoriatic arthritis studies.
The safety profile observed in pediatric plaque psoriasis patients treated with SKYRIZI was consistent with the established safety profile of SKYRIZI in adult patients with plaque psoriasis.
"At Week 16 in part 2 of the OptIMMize psoriasis clinical trial program, risankizumab demonstrated clinically meaningful improvements in sPGA and PASI responses, with responses maintained long-term with continued treatment," said Amy S. Paller, M.D., chair of dermatology and professor of pediatrics at Northwestern University Feinberg School of Medicine and study investigator in the OptIMMize program. "These clinical responses, combined with weight-based dosing for younger patients, may help physicians better support a broad range of children living with plaque psoriasis or psoriatic arthritis."
Patient Access and Support
AbbVie is committed to helping people access SKYRIZI and other medicines, including offering a patient support program and co-pay card that may reduce out-of-pocket costs to as little as $0 per month for eligible, commercially insured patients. For those with limited or no health insurance, AbbVie offers myAbbVie Assist, a patient assistance program that provides SKYRIZI at no charge to those who qualify. More information about this assistance program can be found at www.AbbVie.com/myAbbVieAssist.
About SKYRIZI® (risankizumab-rzaa)
SKYRIZI is an interleukin-23 (IL-23) inhibitor that blocks IL-23 by selectively binding to its p19 subunit. IL-23, a cytokine involved in inflammatory processes, is thought to be linked to a number of chronic immune-mediated diseases. SKYRIZI is approved by the U.S. Food and Drug Administration and the European Medicines Agency for the treatment of plaque psoriasis, psoriatic arthritis, Crohn's disease and ulcerative colitis.
SKYRIZI® (risankizumab-rzaa) U.S. Uses and Important Safety Information
SKYRIZI is a prescription medicine used to treat:
moderate to severe plaque psoriasis in adults and children 6 years of age and older who may benefit from taking injections or pills (systemic therapy) or treatment using ultraviolet or UV light (phototherapy). active psoriatic arthritis in adults and children 6 years of age and older. moderate to severe Crohn's disease in adults. moderate to severe ulcerative colitis in adults. IMPORTANT SAFETY INFORMATION
What is the most important information I should know about SKYRIZI® (risankizumab-rzaa)?
SKYRIZI is a prescription medicine that may cause serious side effects, including:
Serious allergic reactions:
Stop using SKYRIZI and get emergency medical help right away if you get any of the following symptoms of a serious allergic reaction: fainting, dizziness, feeling lightheaded
(low blood pressure) swelling of your face, eyelids, lips,
mouth, tongue, or throat trouble breathing or throat tightness chest tightness skin rash, hives itching Infections:
SKYRIZI may lower the ability of your immune system to fight infections and may increase your risk of infections. Your healthcare provider should check you for infections and tuberculosis (TB) before starting treatment with SKYRIZI and may treat you for TB before you begin treatment with SKYRIZI if you have a history of TB or have active TB. Your healthcare provider should watch you closely for signs and symptoms of TB during and after treatment with SKYRIZI.
Tell your healthcare provider right away if you have an infection or have symptoms of an infection, including: fever, sweats, or chills cough shortness of breath blood in your mucus
(phlegm) muscle aches warm, red, or painful skin
or sores on your body
different from your
psoriasis weight loss diarrhea or stomach pain burning when you urinate
or urinating more often
than normal Do not use SKYRIZI if you are allergic to risankizumab-rzaa or any of the ingredients in SKYRIZI. See the Medication Guide or Consumer Brief Summary for a complete list of ingredients.
Before using SKYRIZI, tell your healthcare provider about all of your medical conditions, including if you:
have any of the conditions or symptoms listed in the section "What is the most important information I should know about SKYRIZI?" have an infection that does not go away or that keeps coming back. have TB or have been in close contact with someone with TB. have recently received or are scheduled to receive an immunization (vaccine). Medications that interact with the immune system may increase your risk of getting an infection after receiving live vaccines. You should avoid receiving live vaccines right before, during, or right after treatment with SKYRIZI. Tell your healthcare provider that you are taking SKYRIZI before receiving a vaccine. are pregnant or plan to become pregnant. It is not known if SKYRIZI can harm your unborn baby. are breastfeeding or plan to breastfeed. It is not known if SKYRIZI passes into your breast milk. become pregnant while taking SKYRIZI. You are encouraged to enroll in the Pregnancy Registry, which is used to collect information about the health of you and your baby. Talk to your healthcare provider or call 1-877-302-2161 to enroll in this registry. Tell your healthcare provider about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements.
What are the possible side effects of SKYRIZI?
SKYRIZI may cause serious side effects. See "What is the most important information I should know about SKYRIZI?"
Liver problems may happen while being treated for Crohn's disease or ulcerative colitis: A person with Crohn's disease who received SKYRIZI through a vein in the arm developed changes in liver blood tests with a rash that led to hospitalization. Your healthcare provider will do blood tests to check your liver before, during, and at least up to 12 weeks of treatment, and may stop treatment with SKYRIZI if you develop liver problems. Tell your healthcare provider right away if you notice any of the following symptoms: unexplained rash, nausea, vomiting, stomach (abdominal) pain, tiredness (fatigue), loss of appetite, yellowing of the skin and eyes (jaundice), and dark urine.
The most common side effects of SKYRIZI in people treated for Crohn's disease and ulcerative colitis include: upper respiratory infections, headache, joint pain, stomach (abdominal) pain, injection site reactions, low red blood cells (anemia), fever, back pain, urinary tract infection, and rash.
The most common side effects of SKYRIZI in people treated for plaque psoriasis and psoriatic arthritis include: upper respiratory infections, headache, feeling tired, injection site reactions, and fungal skin infections.
These are not all the possible side effects of SKYRIZI. Call your doctor for medical advice about side effects.
Use SKYRIZI exactly as your healthcare provider tells you to use it.
SKYRIZI (risankizumab-rzaa) is available in a 150 mg/mL prefilled syringe and pen, a 55 mg/0.37 mL prefilled syringe, a 600 mg/10 mL vial for intravenous infusion, and a 180 mg/1.2 mL or 360 mg/2.4 mL single-dose prefilled cartridge with on-body injector.
This is the most important information to know about SKYRIZI. For more information, talk to your HCP.
You are encouraged to report negative side effects of prescription drugs to the FDA. Visit www.fda.gov/medwatch or call 1-800-FDA-1088.
If you are having difficulty paying for your medicine, AbbVie may be able to help. Visit AbbVie.com/PatientAccessSupport to learn more.
Please click here for the Full Prescribing Information and Medication Guide.
About AbbVie in Immunology
AbbVie is relentless in our pursuit to redefine the standard of care for patients living with immune-mediated conditions, with the goal of helping them live a life free from the limitations of their disease. For more than 20 years, AbbVie has led and helped shape the field of immunology through groundbreaking science and trusted medicines. Building on deep expertise across gastroenterology, rheumatology and dermatology, and other areas of high unmet need, we continue to invest in a broad and differentiated pipeline – spanning innovative modalities, novel mechanisms of actions and next-generation approaches designed to conquer the complex biology underlying immune-mediated disease.
Today, more than 1 million patients worldwide are treated with AbbVie's immunology medicines, approved in more than 175 countries across 19 immune-mediated diseases that impact adult and pediatric populations. As we work to strengthen our legacy and drive the next wave of innovation, we remain focused on delivering meaningful progress for patients and expanding access to our medicines. For more information, please visit www.abbvie.com/immunology.
About AbbVie
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, neuroscience and oncology – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube.
Forward-Looking Statements
Some statements in this news release are, or may be considered, forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995. The words "believe," "expect," "anticipate," "project" and similar expressions and uses of future or conditional verbs, generally identify forward-looking statements. AbbVie cautions that these forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include, but are not limited to, challenges to intellectual property, competition from other products, difficulties inherent in the research and development process, adverse litigation or government action, changes to laws and regulations applicable to our industry, the impact of global macroeconomic factors, such as economic downturns or uncertainty, international conflict, trade disputes and tariffs, and other uncertainties and risks associated with global business operations. Additional information about the economic, competitive, governmental, technological and other factors that may affect AbbVie's operations is set forth in Item 1A, "Risk Factors," of AbbVie's 2025 Annual Report on Form 10-K, which has been filed with the Securities and Exchange Commission, as updated by its Quarterly Reports on Form 10-Q and in other documents that AbbVie subsequently files with the Securities and Exchange Commission that update, supplement or supersede such information. AbbVie undertakes no obligation, and specifically declines, to release publicly any revisions to forward-looking statements as a result of subsequent events or developments, except as required by law.
References
Menter A et al. (2020). Joint American Academy of Dermatology-National Psoriasis Foundation guidelines of care for the management and treatment of psoriasis in pediatric patients. Journal of the American Academy of Dermatology, 82(1), 161–201. https://doi.org/10.1016/j.jaad.2019.08.049 Brunello, Francesco et al. (2022). New Insights on Juvenile Psoriatic Arthritis. Frontiers in Pediatrics, 10, 884727. https://doi.org/10.3389/fped.2022.884727 Morgan, E. M., et al. (2019). Establishing an Updated Core Domain Set for Studies in Juvenile Idiopathic Arthritis: A Report from the OMERACT 2018 JIA Workshop. The Journal of Rheumatology, 46(8), 1006–1013. https://doi.org/10.3899/jrheum.181088 Salman, A., et al. (2018). Impact of psoriasis in the quality of life of children, adolescents and their families: a cross-sectional study. Anais Brasileiros de Dermatologia, 93(6), 819–823. https://doi.org/10.1590/abd1806-4841.20186981 National Psoriasis Foundation. For Parents: Emotional Impact. Available at: https://www.psoriasis.org/our-spot-emotional-impact/. Accessed June 2026. SOURCE AbbVie
, /PRNewswire/ -- RTX (NYSE: RTX) announced today that its board of directors declared a dividend of 73 cents per outstanding share of RTX common stock. The dividend will be payable on September 3, 2026 to shareowners of record at the close of business on August 14, 2026.
RTX has paid cash dividends on its common stock every year since 1936.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
Cautionary Statement Regarding Forward-Looking Statements
This release includes statements related to dividends that constitute "forward-looking statements" under the securities laws. All forward-looking statements involve risks, uncertainties and assumptions that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. Past dividends provide no assurance as to future dividends. The timing, payment and amount of future dividends, if any, could vary significantly from past dividends due to a number of risks and uncertainties. These factors include those described under the caption "Risk Factors" in our reports on Forms 10-K, 10-Q and 8-K filed with the SEC from time to time.
Rocket Lab spustila misi Victus Haze za 16 hodin a 42 minut od oznámení Space Force, čímž stanovila svůj rekord. Na orbitě aktivovala družici za 37 hodin a 36 minut, tedy hluboko pod 72hodinovým limitem.
On June 22, Rocket Lab (RKLB +4.67%) launched its Victus Haze mission just 16 hours and 42 minutes after receiving the U.S. Space Force's Notice to Launch. That beat its previous record by over ten hours and marked its fastest turnaround ever.
Once in orbit, it fully activated the spacecraft in 37 hours and 36 minutes, easily beating the Space Force's 72-hour deadline. SpaceX (SPCX +0.13%), which handled the other half of the Victus Haze mission, doesn't execute any short-notice "scramble" missions like Rocket Lab.
Image source: Getty Images.
The Victus Haze mission is an orbital game of "cat and mouse" to test how quickly the U.S. military responds to spaceborne threats. In May, SpaceX launched True Anomaly's Jackal satellite -- the "mouse" -- into orbit with its Falcon 9 rocket. Rocket Lab waited on standby until the Space Force ordered it to launch its own Pioneer satellite -- the "cat" -- with its Electron rocket. That mission's success suggests Rocket Lab's future is bright, but does it make its stock worth buying after its near-40% pullback over the past month?
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What does Rocket Lab do? Rocket Lab's Electron rocket carries much smaller payloads than SpaceX's Falcon rockets. It has launched the Electron 88 times to deploy over 260 small satellites, and its customers include NASA, the U.S. Space Force's Space Development Agency (SDA), the Swedish National Space Agency, Capella Space, Kinéis, and BlackSky Technology.
Rocket Lab successfully launched 21 Electron rockets in 2025 and aims to launch around 30 in 2026. It's also trying to launch its first Neutron rocket, which can carry much heavier payloads than the Electron, by the end of this year.
Over the next few years, Rocket Lab plans to expand into an "end-to-end" space company by producing more spacecraft, satellites, and subsystems, launching more "ride-share" services for third-party payloads, and improving its Photon satellite bus platform.
From 2025 to 2028, analysts expect Rocket Lab's revenue to grow at a 39.5% CAGR. They also expect it to turn profitable in the final year.
Why did Rocket Lab's stock decline? Rocket Lab, like many other space stocks, rallied in the month leading up to SpaceX's IPO. But after the IPO, many of those investors took profits and rotated to SpaceX instead. Some investors believe SpaceX's Starship, its largest rocket ever, could significantly reduce launch prices and hurt smaller rocket makers like Rocket Lab. Inflation and fears of interest rate hikes are also driving investors away from smaller, speculative stocks.
Even after its pullback, Rocket Lab trades at 51 times this year's sales, 36 times its 2027 sales, and 29 times its 2028 sales. It's a little cheaper than SpaceX, which trades at 55 times this year's sales, but it might be too hot to handle right now. Investors can nibble on Rocket Lab at these levels, but they shouldn't be surprised if it gets cut in half in the next market crash.
TNL Mediagene obdržela od Nasdaqu oznámení o delistingu kvůli ceně akcií pod 1 USD po dobu 30 po sobě jdoucích obchodních dnů a nesplnění kapitálového minima 2 500 000 USD. Firma požádá o slyšení, ticker TNMG zatím zůstává v obchodování.
Tokyo, Japan--(Newsfile Corp. - June 26, 2026) - TNL Mediagene (NASDAQ: TNMG) (the "Company"), a technology and digital media company providing AI-driven advertising, marketing technology, content commerce and data analytics solutions, and operating multi-language digital media brands across Asia, today announced that on June 22, 2026, the Company received a staff determination letter (the "Determination Letter") from the staff of the Listing Qualifications Department of The Nasdaq Stock Market LLC ("Nasdaq") notifying the Company that its securities are subject to delisting from The Nasdaq Capital Market.
The Determination Letter states that the closing bid price of the Company's ordinary shares has been below $1.00 per share for 30 consecutive business days, from May 7, 2026 through June 18, 2026, and the Company is therefore not in compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2). Because the Company effected a reverse stock split during the prior one-year period, pursuant to Listing Rule 5810(c)(3)(A)(iv) the Company is not eligible for any compliance period in connection with such non-compliance. The Company is also subject to a Discretionary Panel Monitor for a period of one year in accordance with Listing Rule 5815(d)(4)(A), as established by the Nasdaq Hearings Panel's letter dated January 20, 2026 and previously disclosed by the Company.
The Determination Letter further states that the Company's previously notified non-compliance with the $2,500,000 minimum stockholders' equity requirement under Nasdaq Listing Rule 5550(b)(1), as set forth in Staff's notification dated May 6, 2026 and previously disclosed by the Company on Form 6-K filed on May 12, 2026, serves as an additional and separate basis for delisting.
The Company intends to timely request a hearing before a Nasdaq Hearings Panel (the "Panel") to appeal the Determination Letter. The hearing request will automatically stay the suspension of the Company's securities and the filing of a Form 25-NSE pending the Panel's decision. At the hearing, the Company will present its plan to regain compliance with the applicable continued listing requirements. The Determination Letter has no immediate effect on the listing of the Company's ordinary shares on The Nasdaq Capital Market, which will continue to trade under the symbol "TNMG" pending the Panel's decision. There can be no assurance that the Panel will grant the Company's request for continued listing or that the Company will be able to regain compliance with the applicable Nasdaq listing requirements.
About TNL Mediagene
Headquartered in Tokyo, TNL Mediagene (NASDAQ: TNMG) is a technology and digital media company providing AI-driven advertising, marketing technology, content commerce and data analytics solutions, and operating multi-language digital media brands across Asia. Formed in May 2023 through the merger of Japan's Mediagene Inc. and Taiwan's The News Lens Co., Ltd., the Company combines advertising and marketing technology platforms with a portfolio of established digital media brands to deliver integrated solutions for the evolving digital landscape.
The Company's technology offerings include AI-driven advertising, marketing and digital studio services, content commerce, and advanced data analytics capabilities. These solutions are supported by the Company's well-established multi-language digital media brands in Japanese, Chinese, and English, spanning business, technology, lifestyle, and culture, which provide audience engagement and first-party data.
Known for its appeal to younger audiences, and high-quality content, TNL Mediagene has approximately 480 employees with offices in Japan and Taiwan.
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on beliefs and assumptions and on information currently available to TNL Mediagene. Forward-looking statements generally relate to future events or TNL Mediagene's future financial or operating performance. In some cases, you can identify forward-looking statements by the following words: "may," "will," "could," "would," "should," "expect," "intend," "plan," "anticipate," "believe," "estimate," "predict," "project," "potential," "continue," "ongoing," "target," "aim," "seek" or the negative or plural of these words, or other similar expressions that are predictions or indicate future events or prospects, although not all forward-looking statements contain these words. Forward-looking statements in this communication include, but are not limited to, statements regarding statements about TNL Mediagene's future business plan and growth strategies, including any compliance plan, and statements by TNL Mediagene's management. Any statements that refer to expectations, projections or other characterizations of future events or circumstances, including strategies or plans, are also forward-looking statements. These statements involve risks, uncertainties and other factors that may cause actual results, levels of activity, performance or achievements to be materially different from those expressed or implied by these forward-looking statements. Forward-looking statements in this communication or elsewhere speak only as of the date made. New uncertainties and risks arise from time to time, and it is impossible for TNL Mediagene to predict these events or how they may affect TNL Mediagene. In addition, risks and uncertainties are described in TNL Mediagene's filings with the Securities and Exchange Commission, including the risks and uncertainties set forth under the heading "Risk Factors" in TNL Mediagene's FY2025 Annual Report on Form 20-F filed on April 30, 2026, as may be supplemented or amended by the TNL Mediagene's Reports of a Foreign Private Issuer on Form 6-K. These filings may identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. TNL Mediagene cannot assure you that the forward-looking statements in this communication will prove to be accurate. There may be additional risks that TNL Mediagene presently does not know or that TNL Mediagene currently does not believe are material that could also cause actual results to differ from those contained in the forward-looking statements. In light of the significant uncertainties in these forward-looking statements, you should not regard these statements as a representation or warranty by TNL Mediagene, its directors, officers or employees or any other person. Except as required by applicable law, TNL Mediagene does not have any duty to, and does not intend to, update or revise the forward-looking statements in this communication or elsewhere after the date of this communication. You should, therefore, not rely on these forward-looking statements as representing the views of TNL Mediagene as of any date subsequent to the date of this communication.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302974
Source: TNL Mediagene
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, /PRNewswire/ -- The AES Corporation (the "Company" or "AES") (NYSE: AES) today announced that its stockholders voted to approve the Company's previously announced acquisition by Global Infrastructure Partners ("GIP"), a part of BlackRock, and the EQT Infrastructure VI fund ("EQT"), along with co-underwriters California Public Employees' Retirement System ("CalPERS") and Qatar Investment Authority ("QIA") (collectively "the Consortium"), at the Company's Meeting of Stockholders held earlier today.
As previously announced, under the terms of the merger agreement the Consortium will acquire all outstanding common shares of AES for $15.00 per share in cash, representing a total equity value of approximately $10.7 billion and an enterprise value of approximately $33.4 billion, including the assumption of existing debt1.
"We are grateful for the strong support from our stockholders," said Holly Koeppel, Lead Independent Director of AES' Board of Directors. "Today's vote reinforces our conviction that this transaction meaningfully enhances value while positioning AES for its next phase of growth. With the deep sector expertise of the Consortium, AES will have greater flexibility to invest in the critical energy solutions our customers and communities depend on. We look forward to working with the Consortium to complete the transaction, advance our shared mission, and create long-term value for all stakeholders."
"Our team has built a differentiated platform spanning regulated utilities, clean energy solutions and critical energy infrastructure, creating a strong foundation for sustained growth," said Andrés Gluski, Chairman and Chief Executive Officer of AES. "With today's approval by stockholders, we are focused on executing the remaining steps towards completing the transaction and partnering with the Consortium to expand our capacity to deliver reliable, affordable and sustainable energy."
Based on the preliminary vote count from today's special meeting of stockholders, approximately 97.92% of AES stockholders votes were cast in favor of the proposed transaction, representing approximately 67.17% of all outstanding shares. The final voting results will be reported in a Form 8-K filed with the U.S. Securities and Exchange Commission.
The transaction is expected to close in late 2026 or early 2027, and remains subject to the receipt of applicable federal, state and foreign regulatory approvals and the satisfaction of other customary closing conditions.
About AES
The AES Corporation (NYSE: AES) is a Fortune 500 global energy company accelerating the future of energy. Together with our many stakeholders, we're improving lives by delivering the greener, smarter energy solutions the world needs. Our diverse workforce is committed to continuous innovation and operational excellence, while partnering with our customers on their strategic energy transitions and continuing to meet their energy needs today.
About Global Infrastructure Partners (GIP), a Part of BlackRock
Global Infrastructure Partners (GIP), a part of BlackRock, is a leading infrastructure investor that specializes in investing in, owning and operating some of the largest and most complex assets across the energy, transport, digital infrastructure and water and waste management sectors.
GIP's scaled platform has over $206 billion in assets under management. We believe that our focus on real infrastructure assets, combined with our deep proprietary origination network and comprehensive operational expertise, enables us to be responsible stewards of our clients' capital and create positive economic impact for communities.
About EQT
EQT is a purpose-driven global investment organization with EUR 269 billion in total assets under management (EUR 142 billion in fee-generating assets under management) as of 31 March 2026, within two business segments – Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific and the Americas and supports them in achieving sustainable growth, operational excellence and market leadership.
About CalPERS
CalPERS is the largest defined benefit public pension fund in the U.S., with a net position of $597.7 billion in its Public Employees' Retirement Fund as of March 31, 2026. The portfolio invests in stocks, bonds, real estate, infrastructure, private equity, inflation-linked assets and other public and private investment vehicles, with a goal to generate total returns on a long-term basis while managing risk. Headquartered in Sacramento, California, CalPERS serves nearly 2.4 million members, providing retirement benefits to state, school, and public employees, along with health benefit services to 1.5 million members.
About QIA
QIA is the sovereign wealth fund of the State of Qatar. QIA was founded in 2005 to invest and manage the state reserve funds. QIA is among the largest and most active sovereign wealth funds globally. QIA invests across a wide range of asset classes and regions as well as in partnership with leading institutions around the world to build a global and diversified investment portfolio with a long-term perspective that can deliver sustainable returns and contribute to the prosperity of the State of Qatar.
Safe Harbor Disclosure
This news release contains forward-looking statements within the meaning of the Securities Act of 1933 and of the Securities Exchange Act of 1934. Such forward-looking statements include, but are not limited to, those related to future earnings, growth and financial and operating performance. Forward-looking statements are not intended to be a guarantee of future results but instead constitute AES' current expectations based on reasonable assumptions. Estimates and projections regarding, among other things, the expected date of closing of the transaction and the potential benefits thereof, its business and industry, management's beliefs and certain assumptions made by AES, all of which are subject to change. Forecasted financial information is based on certain material assumptions. These assumptions include, but are not limited to, our expectations regarding accurate projections of future interest rates, commodity price and foreign currency pricing, continued normal levels of operating performance and electricity volume at our distribution companies and operational performance at our generation businesses consistent with historical levels, as well as the execution of PPAs, conversion of our backlog and growth investments at normalized investment levels, and rates of return consistent with prior experience.
Actual results could differ materially from those projected in our forward-looking statements due to risks, uncertainties and other factors. Important factors that could affect actual results are discussed in AES' filings with the Securities and Exchange Commission (the "SEC"), including, but not limited to, the risks discussed under Item 1A: "Risk Factors" and Item 7: "Management's Discussion & Analysis" in AES' 2025 Annual Report on Form 10-K and in subsequent reports filed with the SEC. Readers are encouraged to read AES' filings to learn more about the risk factors associated with AES' business. AES undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except where required by law.
Any Stockholder who desires a copy of the Company's 2025 Annual Report on Form 10-K filed March 2, 2026 with the SEC may obtain a copy (excluding the exhibits thereto) without charge by addressing a request to the Office of the Corporate Secretary, The AES Corporation, 4300 Wilson Boulevard, Arlington, Virginia 22203. Exhibits also may be requested, but a charge equal to the reproduction cost thereof will be made. A copy of the Annual Report on Form 10-K may be obtained by visiting the Company's website at www.aes.com.
Contacts
AES Investor Contact:
Max Trask 571-217-3249, [email protected]
AES Media Contact:
Amy Ackerman 703-682-6399, [email protected]
GIP Contact:
Mustafa Riffat, 917-747-4156, [email protected]
Press Release
Investor Contact: Max Trask 571-217-3249, [email protected]
Media Contact: Amy Ackerman 703-682-6399, [email protected]
1Enterprise value based on proportional net debt of $22,724 million and a share count of 712 million, as of December 31, 2025. Consolidated net debt was $27,561 million as of December 31, 2025.
FDA vydal společnosti Lantheus kompletní zamítavý dopis k LNTH-2501 kvůli nevyřešeným výrobním podmínkám u třetí strany. Agentura neuvedla problémy s daty ani s bezpečností nebo účinností.
June 26, 2026 16:01 ET | Source: Lantheus Holdings, Inc.
BEDFORD, Mass., June 26, 2026 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc. (“Lantheus” or “Company”) (NASDAQ: LNTH), the leading radiopharmaceutical-focused company committed to enabling clinicians to Find, Fight and Follow disease to deliver better patient outcomes, announced today that the U.S. Food and Drug Administration (FDA) has issued a Complete Response Letter (CRL) regarding its New Drug Application (NDA) for LNTH-2501 (Gallium 68 edotreotide), a PET diagnostic imaging kit targeting somatostatin receptor-positive (SSTR+) neuroendocrine tumors (NETs).
The FDA stated that the agency cannot approve the NDA by the Prescription Drug User Fee Act (PDUFA) action date of June 29, 2026, due to unresolved third-party facility manufacturing-related conditions. The third-party facility is responsible for drug product manufacturing. Satisfactory resolution of the unresolved facility inspection-related conditions is required before the LNTH-2501 NDA may be approved.
The CRL did not identify any concerns regarding the data submitted by Lantheus in support of the application, nor did it identify any issues related to the safety or efficacy of LNTH-2501.
“We remain confident in LNTH-2501 and are committed to bringing this imaging agent to NETs patients and healthcare providers as soon as possible,” said Mary Anne Heino, Executive Chairperson and Chief Executive Officer, Lantheus. “The feedback received from the FDA relates solely to our third-party manufacturer, and not to the clinical performance of the product. We are working closely with our partner and the Agency to address these facility manufacturing-related conditions and advance the program.”
About LNTH-2501 (Ga 68 edotreotide)
LNTH-2501 (Kit for Preparation of Ga 68 edotreotide Injection), is an investigational radioactive diagnostic kit indicated for use with positron emission tomography (PET) for localization of somatostatin receptor positive neuroendocrine tumors (NETs) in adult and pediatric patients. LNTH-2501 is supplied as a 2-vial kit to radiopharmacies which allows for direct preparation of Ga 68 edotreotide injection with the eluate of Gallium from an on-site generator at the radiopharmacy. LNTH-2501 is not currently approved by the FDA and is not yet available for sale in the United States.
About Lantheus
Lantheus is the leading radiopharmaceutical-focused company, delivering life-changing science to enable clinicians to Find, Fight and Follow disease to deliver better patient outcomes. Headquartered in Massachusetts with offices in New Jersey, Canada, Germany, Sweden, Switzerland and the United Kingdom, Lantheus has been providing radiopharmaceutical solutions for 70 years. For more information, visit www.lantheus.com.
Safe Harbor for Forward-Looking and Cautionary Statements
This press release may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are subject to risks and uncertainties and are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Readers are cautioned not to place undue reliance on the forward-looking statements contained herein, which speak only as of the date hereof. The Company undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law. Risks and uncertainties that could cause our actual results to materially differ from those described in the forward-looking statements include our ability to work with our third-party manufacturing partner to address the feedback outlined in the CRL in order to obtain a positive regulatory outcome from the FDA for LNTH-2501 and the risks and uncertainties discussed in our filings with the Securities and Exchange Commission (including those described in the Risk Factors section in our most recently filed Annual Report on Form 10-K and Quarterly Reports on Form 10-Q).
Contacts:
Lantheus
Mark Kinarney
Vice President, Investor Relations
978-671-8842 [email protected]
Ralph Lauren ve 4. čtvrtletí fiskálního roku 2026 zvýšil globální srovnatelné tržby v přímém prodeji spotřebitelům o 17 %. Digitální tržby vzrostly o 21 % v Severní Americe, 14 % v Evropě a 31 % v Asii.
Key Takeaways RL is executing its Next Great Chapter strategy to drive brand elevation and global expansion.Ralph Lauren is investing in personalization, digital capabilities and omnichannel experiences.RL reported 17% global DTC comps growth in Q4 fiscal 2026, with digital sales gains across regions. Ralph Lauren Corporation (RL - Free Report) continues to strengthen its long-term growth profile through disciplined execution of its Next Great Chapter strategy. The company is advancing its digital transformation through personalization, data-driven insights and seamless omnichannel experiences. RL leverages advanced data analytics to tailor product recommendations, optimize pricing and refine marketing strategies across regions.
Ralph Lauren’s Next Great Chapter initiative serves as the foundation of its growth strategy, emphasizing brand elevation, consumer centricity and operational agility. This strategy is designed to create a more balanced global footprint by expanding into high-growth markets, such as Asia, while strengthening its presence in core regions. The company continues to execute its “Next Great Chapter: Drive Plan,” which focuses on elevating and energizing the lifestyle brand, driving the core and expanding into higher-potential categories, and winning in key cities with its consumer ecosystem.
Digital sales now represent a growing share of total revenues, supported by continuous investments in personalization, enhanced mobile capabilities and integrated loyalty programs designed to connect with younger and more diverse consumers. Ralph Lauren is optimizing distribution, strengthening wholesale partnerships and enhancing its retail network to reinforce its premium positioning. The company has been experiencing significant growth in its digital channels across key regions. Continuous investments in personalization, mobile capabilities and loyalty integration have strengthened digital sales, enabling it to make deeper engagements with younger and more diverse consumer segments.
In fourth-quarter fiscal 2026, global direct-to-consumer comparable store sales (comps) increased 17%, with positive retail comps across regions and channels. Digital commerce improved 21% in North America, 14% in Europe and 31% in Asia. For fiscal 2027, the company expects constant currency revenues to increase approximately mid-single digits on a 52-week comparable basis, centered around 4-5%, and noted the 53rd week should add about one point to revenue growth and benefit operating margin.
RL’s Price Performance, Valuation and EstimatesRalph Lauren’s shares have gained 14.9% in the past six months against the industry’s 8.1% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, RL is trading at a forward price-to-earnings ratio of 21.83X compared with the industry’s average of 14.92X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RL’s fiscal 2027 and fiscal 2028 earnings per share (EPS) indicates year-over-year growth of 10.5% each. The company’s EPS estimate for fiscal 2027 and fiscal 2028 has moved north in the past 30 days.
Image Source: Zacks Investment Research
Ralph Lauren currently carries a Zacks Rank #2 (Buy).
Other Key Picks in the Consumer Discretionary SpaceColumbia Sportswear Company (COLM - Free Report) , which engages in the sourcing, marketing and distribution of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average. The Zacks Consensus Estimate for Columbia Sportswear’s current financial-year sales indicates growth of 2.6% from the year-ago number.
Crocs, Inc. (CROX - Free Report) , which is a leading footwear company, currently carries a Zacks Rank of 2. CROX delivered a trailing four-quarter earnings surprise of 13.6%, on average.
The Zacks Consensus Estimate for Crocs’ current financial-year EPS indicates a rise of 9.3% from the year-ago number.
Gildan Activewear Inc. (GIL - Free Report) , which is a designer and marketer of premium quality branded basic activewear, currently has a Zacks Rank of 2.
GIL delivered a negative trailing four-quarter earnings surprise of 1.1%, on average. The Zacks Consensus Estimate for Gildan Activewear’s current financial-year sales indicates growth of 68.3% from the year-ago number.
CEO Sezzle Charlie Youakim tvrdí, že BNPL ukrajuje podíl hlavně regionálním bankám a družstevním záložnám, ne rivalům. Firma za 1. čtvrtletí vykázala tržby 135,54 mil. USD a čistý zisk 51,30 mil. USD.
Sezzle CEO and Executive Chairman Charlie Youakim appeared on CNBC’s Squawk Box on Friday, June 26, to argue that the buy-now-pay-later sector is pulling market share from legacy regional and community banks and credit unions that never built the digital-first payment rails that younger consumers now expect. “The losses are coming from these nonpublic companies… they just don’t have the technological solutions,” he said in the segment.
Sezzle (NASDAQ:SEZL) stock is up over 150% since the beginning of 2026 and up over 50% in the last month. The company’s market cap now sits near $5.36 billion.
The Bank Displacement Thesis Youakim’s central claim is that BNPL is taking wallet share from institutions that don’t have the technology stack to engage Gen Z and younger millennials. He pointed to Sezzle’s own app data as evidence the consumer remains healthy at the lower end, and said 70% of Sezzle’s customer base is 40 and under. He added that the cohort skews slightly older each year as customers stay with the product, a retention signal that supports the company’s lifetime-value pitch.
Youakim also framed BNPL as a structurally safer credit alternative to revolving credit cards because the product halts further purchases the moment a customer misses a payment. That circuit-breaker design, in his view, is one reason Sezzle’s loss curve has tightened even as GMV scales.
In Q1 2026, Sezzle posted $135.54 million in revenue, up 29.2% year over year, adjusted EPS of $1.43, and net income of $51.30 million, up 41.9%. GMV reached roughly $1.10 billion, active subscribers grew 48.4%, and average quarterly purchase frequency hit a company-record 7.1x.
Sezzle’s Pure-Play Short Duration Lending Differs from Affirm and Klarna Youakim drew a sharp line between Sezzle’s model and those of larger BNPL names. He described Sezzle as a “pure play” short-duration lender, with biweekly pay-in-five and 6- to 8-week loans that turn over multiple times a year. That structure, he argued, supports stronger return on equity and margins than longer-tenor installment books. He noted Affirm’s BNPL product is about 15% of its business, with the rest being long-duration installment lending, and grouped Klarna alongside Affirm on the long-duration side.
Sezzle’s reported financials support the margin angle. Operating margin runs at 61%, return on equity sits at 91.9%, and provision for credit losses improved to 1.2% of GMV from 1.6% a year earlier. Management has raised full-year guidance, now targeting revenue growth of 30-35%, adjusted net income of $180.0 million, and adjusted EPS of $5.10.
What To Watch Next Sezzle trades at a forward P/E of 19, with an average analyst price target of $134.33, which is well below the stock’s current price of $167.73. Investors interested in the business might consider tracking the company’s pending bank charter application, the rollout of Sezzle Mobile and Agentic Commerce in Canada, and credit performance as the loan book scales.
It’s important to keep in mind that CEO Youakim is a founder in the BNPL sector and probably carries some degree of bias. BNPL still carries real consumer credit exposure, is facing expanding regulatory scrutiny, and is facing active antitrust litigation against Shopify, all factors that could complicate the displacement story if the macro turns.
Healthpeak Properties za poslední tři měsíce vzrostla o 28 % díky silnému leasingu v laboratořích a ambulantní péči. Hotovost stoupla na 1,17 miliardy USD a firma přidala nový nezajištěný odloženě čerpaný termínový úvěr za 400 milionů USD.
Key Takeaways Healthpeak Properties is expanding labs, outpatient and life plan assets in high-barrier markets.DOC posted stronger lab and outpatient leasing, with higher occupancy and solid re-leasing spreads.Healthpeak Properties boosted liquidity with Janus IPO proceeds and added a $400M term loan. Shares of Healthpeak Properties (DOC - Free Report) have gained 28% in the past three months, outperforming the industry's upside of 12.4%.
This healthcare real estate company, carrying a Zacks Rank #3 (Hold), is strategically positioning itself toward lab, outpatient medical and life plan assets in high-barrier markets, driven by strong leasing momentum, rising occupancy and growth in its senior housing platform, Janus Living. Management is using dispositions and structured transactions to fund focused growth while enhancing liquidity and maintaining investment flexibility across cycles.
Image Source: Zacks Investment Research
Factors Behind DOC Stock Price Surge: Will the Trend Last?Healthpeak’s continued focus on the lab segment aligns well with long-term demand, since ongoing investment in drug discovery and development supports the need for high-quality lab real estate across its core clusters of San Diego, San Francisco, and Boston. During the first quarter of 2026, Healthpeak executed 141,000 square feet of lab leases, with 92% tied to new leasing, and had roughly 355,000 square feet under Letter of Intent. At the end of the first quarter of 2026, total lab occupancy was 77.7%, up from 77% at year-end 2025. Management expects year-end 2026 lab occupancy to be higher than the 2025 level.
The outpatient medical segment maintains solid fundamentals that generate consistent, recurring cash flow. In the first quarter of 2026, Healthpeak executed nearly 1.1 million square feet of outpatient leases, achieved 5.4% cash re-leasing spreads on renewals and ended the quarter at 91% total occupancy, with 79% tenant retention. Subsequent to quarter-end and through early May 2026, the company executed additional outpatient leasing activity and reported a larger pipeline under letter of intent (LOI), which should help sustain occupancy and rent growth over time.
Healthpeak’s exposure to life plan communities remains tied to demand for senior housing services, and the Janus Living structure adds a clearer vehicle for growth. In the first quarter of 2026, senior housing same-store cash (adjusted) net operating income (NOI) grew 13.8% year over year, reflecting stronger operating performance in the life plan portfolio. Janus Living reported year-over-year revenue growth of 35% and adjusted EBITDA expansion of 42% for the quarter.
Healthpeak is repositioning its portfolio toward labs, outpatient medical facilities, and life-plan properties in high–barrier-to-entry markets, funding this growth through asset sales and structured financing transactions. In the first quarter of 2026, the company generated $267 million of proceeds from recapitalizations, dispositions and loan repayments. These actions support a longer-term approach to driving per-share earnings growth while keeping investment activity flexible across cycles.
Healthpeak moved to strengthen near-term liquidity. At the end of the first quarter of 2026, its net debt-to-EBITDA was 5.4X. Cash and cash equivalents climbed to $1.17 billion from $467.5 million in the prior quarter, driven largely by proceeds from the Janus Living IPO. As of May 4, 2026, the company’s long-term credit ratings were Baa1 (Moody’s) and BBB+ (S&P Global). It also increased financial flexibility with a new $400 million unsecured delayed-draw term loan.
Key Risks for DOCCompetition from other industry players in the healthcare services sector is a key concern for Healthpeak. Risks associated with rising construction costs and substantial debt burden add to its woes.
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Cousins Properties (CUZ - Free Report) and Prologis (PLD - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for CUZ’s 2026 FFO per share is pegged at $2.94, which indicates year-over-year growth of 3.52%.
The Zacks Consensus Estimate for PLD’s full-year FFO per share is pinned at $6.18, which calls for an increase of 6.37% from the year-ago period’s level.
Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.
Amazon Web Services zvýšil ceny rezervací EC2 Capacity Blocks for ML zhruba o 20 % od července. Jde o další signál, že nedostatek paměťových čipů zdražuje AI cloud.
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An AWS data center Noah Berger/Getty Images via Amazon Web Services Amazon raised prices for several key AI cloud offerings, the latest sign that memory chip shortages are driving up the cost of some technology.
Amazon Web Services recently announced price increases for EC2 Capacity Blocks for ML. This is a cloud service that lets companies reserve GPUs in advance.
The changes mean hourly rates for renting several types of cloud servers will jump by roughly 20% starting in July. AWS had already raised prices for the same service by about 15% in January.
"Amazon EC2 Capacity Blocks for ML reservation prices are updated periodically based on supply and demand," the company said in its announcement. Amazon didn't immediately respond to a request for comment on Friday.
Similar price increases are happening in other parts of the tech industry, as tech giants pass memory price pressure on to customers. Apple raised prices this week, blaming soaring memory chip costs. Xbox did the same, and Elon Musk complained about unprecedented memory price increases.
The AWS move is more consequential than your next MacBook or gaming console costing a couple of hundred dollars more. As the world's largest cloud provider, AWS underpins many software services, and millions of developers rely on the cloud service to offer apps and other tech products. Price increases of 15% and now 20% will likely ripple through these sectors in coming quarters.
The price hikes reflect a broader shift in tech: AI is increasingly constrained by physical limitations, rather than software availability. Tight memory chip supply and strong GPU demand are raising costs for cloud providers.
One of the biggest physical constraints right now is high-bandwidth memory, a critical component packaged alongside advanced AI chips. AI cloud services run on these chips and servers, so shortages and price increases like this have a big impact on data center expansion plans and, ultimately, the supply of AI.
"As there is a limit to how much memory can be produced, then there is a limit to how many GPUs can be produced, which means that there's a limit to how many data centers can be built," Peter Berezin, chief economist at BCA Research, wrote on X on Friday.
Berezin added that cloud providers can pass on higher infrastructure costs because customers have few alternatives when GPU capacity is scarce, giving hyperscalers AWS, Microsoft, Google, and Oracle greater pricing power.
"While the memory shortage raises their costs, it also keeps the demand for compute above the available supply, which gives them greater pricing power over access to cloud computing," Berezin wrote on X.
The same shortages pushing up AI cloud prices have propelled memory-chip makers such as Micron and SK Hynix to records, reflecting investor expectations that AI-driven demand will keep the market tight, and prices high, for years.
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Eugene is Business Insider’s Chief Tech Correspondent, where he leads coverage of Amazon. His reporting spans the company’s retail operations, AWS, Alexa, and its secretive internal work culture.Previously, he worked at CNBC, Fortune Magazine Korea, and Japan's Yomiuri Shimbun. He holds degrees from NYU and Columbia University’s Graduate School of Journalism.In 2022, Eugene broke a story uncovering Amazon’s practice of deceptively enrolling customers in Prime and deliberately making cancellation difficult. A year later, the Federal Trade Commission sued the company, citing his reporting. That case culminated in a record $2.5 billion settlement in 2025.His reporting has earned multiple honors, including the SF Press Club’s Bay Area Journalism Award and SPJ NorCal’s Excellence in Journalism Award.Eugene lives in the Bay Area. Contact him via email at [email protected], or Signal, Telegram, or WhatsApp at 650-942-3061. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely. ExpertiseAmazon, Jeff Bezos, Andy Jassy, e-commerce, and cloud computing.Popular ArticlesAmazon:Internal Amazon emails give an exclusive look at how CEO Andy Jassy has started to run the company, with obsessive attention to the retail business and what some employees feel is micromanagingAndy Jassy will be the next CEO of Amazon. Insiders dish on what it's like to work for Jeff Bezos' successor, who built AWS into a $40 billion business.Internal documents show Amazon has for years knowingly tricked people into signing up for Prime subscriptions. 'We have been deliberately confusing,' former employee says.Inside Amazon's flailing brick-and-mortar ambitions: missed projections, pressure to cut costs, and a war with Whole FoodsInside Amazon's complex employee-review system, where workers feel left in the dark and managers expect to give 5% of reports bad reviewsAfter 28 years, 'Day 2' finally arrives at AmazonAWS, Alexa, healthcare:Inside Amazon's struggle to break into the lucrative market for SaaS business applications, including an internal pitch to buy $38 billion HubSpotInside Amazon's struggle to crack Nvidia's AI-chip dominanceAmazon's AI data center dream runs into the reality of 'zombie' facilities, higher costs, and labor shortagesAmazon is gutting its voice assistant, Alexa. Employees describe a division in crisis and huge losses on 'a wasted opportunity.'Amazon is working on a new 'Remarkable Alexa,' but internal politics and technical issues plague the projectAmazon projected huge losses from its healthcare business in 2024, but strong sales growth, internal document reveals
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Bank of America snížila odhad zisku PepsiCo na fiskální rok 2026 na 8,61 USD z 8,65 USD a výhled tržeb kvůli slabšímu severoamerickému snackovému byznysu PFNA. Odhad zisku za 2. čtvrtletí snížila na 2,18 USD z 2,19 USD, výhled organického růstu tržeb za čtvrtletí na 2,9 % z 3,1 % a celoroční výhled na 3,0 % z 3,4 %. Mezinárodní trhy zůstávají silnější, ale obnova má trvat déle.
PepsiCo Inc (NASDAQ:PEP, XETRA:PEP) earnings outlook was trimmed by Bank of America analysts ahead of the company’s second quarter results, with softer-than-expected performance in its North American snacks business offsetting steadier international trends.
The analysts lowered their fiscal 2026 earnings per share (EPS) estimate to $8.61 from $8.65 and slightly reduced their second quarter forecast to $2.18 from $2.19. The revision reflects weaker performance at PepsiCo Foods North America (PFNA) and expectations that its recovery will take longer to materialize in the second half of the year.
For the quarter, Bank of America now expects consolidated organic sales growth of 2.9%, down from a prior estimate of 3.1%. The full-year organic sales growth outlook was also cut to 3.0% from 3.4%.
Despite the downward revisions, the analysts noted continued strength in international markets, which are now expected to deliver 5.4% organic sales growth in the second quarter, up from a prior forecast of 4.9%. They suggested PepsiCo could still reiterate its full-year guidance when it reports results on July 9, though the underlying mix of performance may be less favorable.
The primary pressure point remains PFNA, where scanner data indicated a sequential deterioration in trends during the quarter. NielsenIQ data showed retail sales growth slowing to a 1.0% decline in the second quarter from 0.6% growth in the first. Bank of America attributed the weakness to macroeconomic pressures, inflation, and unfavorable weather conditions around Memorial Day.
As a result, the analysts now expect flat organic sales growth for PFNA in the second quarter, compared with a previous estimate of 1.5%, and have reduced their full-year forecast to 0.2% from 1.4%. They also pointed to softer sequential performance across major brands including Lay’s, Doritos, Tostitos, Cheetos, and Ruffles.
In contrast, PepsiCo’s beverages division showed modest improvement. Retail sales in North America rose 0.3% year over year in the second quarter, while volumes fell 3.5%, an improvement from the prior quarter. However, analysts noted ongoing challenges for core brands, with Pepsi continuing to lose market share and Mountain Dew underperforming its category.
Bank of America also lowered its price objective on PepsiCo to $164 from $173, based on 18 times estimated 2027 earnings, down from a prior multiple of 19 times. Shares traded hands at about $142 on Friday afternoon.
The firm maintained its ‘Neutral’ rating on the stock.
Bluewater dokončila akvizici Suilend včetně STEAMM a SpringSui, čímž sjednotila klíčovou DeFi infrastrukturu na Sui. SEND token do dohody zahrnut nebyl.
Bluewater has completed the acquisition of Suilend, picking up the lending protocol along with its two companion products, STEAMM and SpringSui. The deal brings together some of the most active DeFi infrastructure on the Sui blockchain under a single owner, while leaving day-to-day operations largely unchanged for existing users.
What the Deal Covers Suilend is the largest lending and DeFi platform on the Sui blockchain. The protocol offers lending and borrowing, liquid staking through SpringSui, and automated market-making through STEAMM, a capital-efficient AMM that channels idle liquidity into lending pools for additional yield.
Bluewater said the acquisition deepens its long-term commitment to lending, liquid staking, and onchain capital markets on Sui. Suilend and Bluefin will maintain separate brands and legal structures but plan deeper integration across trading, lending, collateral, and liquidity. Zabi, co-founder of Bluefin, will serve as CEO. Zabi has assured that his commitment to Bluefin remains unchanged and that the acquisition will not impact Bluefin's development objectives.
The acquisition does not include the SEND token, which will be distributed to holders through a separate liquidation process.
Business as Usual for Users Suilend will continue operating independently, retaining its brand, product direction, and infrastructure. The team will adopt a gradual, security-first approach during the transition. Users need take no action, as existing positions and protocol functionalities will remain fully operational.
The acquisition was partly financed through Bluefin's relationship with SUI Group Holdings (NASDAQ: SUIG). Under an amended and restated digital currency loan agreement, SUI Group lent an additional 4 million $SUI to Bluefin, bringing total SUI on loan to 6 million. This supports Bluewater's acquisition of Suilend-related assets from Concurrent C, Inc. SUI Group also increased its revenue share to 11%, payable in $SUI, up from 5% under the original September 2025 agreement.
Sources:
Business Wire: SUI Group Expands Strategic Partnership with Bluefin
Crypto Briefing: SUI Group Lends Additional 4M SUI to Bluefin
KuCoin News: Bluewater Acquires Suilend and Its Products
FedEx Freight oznámil čtvrtletní upravený provozní zisk 363 milionů USD, o 27 milionů USD více, než se čekalo, díky silnějším cenám a vyšším výnosům na zásilku. Tržby vzrostly o 5 % na 2,41 miliardy USD.
Analyst Ken Hoexter said the less-than-truckload carrier delivered fiscal fourth-quarter adjusted operating income above expectations, driven by stronger pricing, higher revenue per shipment and increased weight per shipment.
Revenue rose 5% year over year to $2.41 billion, while adjusted operating income reached $363 million, topping the firm’s forecast by $27 million.
Transition Outlook ImprovesFedEx Freight also introduced financial targets for its June-to-December 2026 transition period, projecting revenue growth of 4% to 6%, adjusted operating income of $605 million to $645 million, adjusted operating margins of 11.5% to 12.0%, and adjusted earnings of $2.40 to $2.60 per share. Hoexter raised his estimates to reflect the stronger outlook.
The analyst expects earnings growth during the transition period to be driven primarily by pricing, with higher yields expected to add roughly 200 basis points to margins.
Efficiency initiatives are also expected to support profitability, although variable compensation costs, transition service agreement expenses and softer shipment volumes are likely to partially offset those gains.
Margin Expansion Remains Key ThesisBofA increased its 2027 earnings estimate by about 2% to $5.41 per share and said FedEx Freight’s focus on profitable revenue growth and long-term margin improvement supports a higher valuation.
Hoexter said management believes the ongoing unwinding of bundled customer contracts poses limited pricing risk because only about 10% of revenue is tied to those agreements and discounts have averaged just 1% to 3%.
Management also identified retail, healthcare, grocery, data centers and small- to medium-sized businesses as key growth markets.
FDXF Stock Price Activity: FedEx Freight shares were down 4.79% at $150.93 at the time of publication on Thursday, according to Benzinga Pro data.
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Parker-Hannifin oznámil, že organické tržby divize Aerospace Systems ve 3. čtvrtletí fiskálního roku 2026 vzrostly meziročně o 14,2 %. Firma zároveň čeká další růst díky poptávce v letectví a silným výdajům na obranu.
Key Takeaways Parker-Hannifin's Aerospace Systems organic revenues rose 14.2% in fiscal Q3 2026.PH expects aerospace sales growth from air transport demand and strong defense spending.Parker-Hannifin agreed to acquire CIRCOR's aerospace business for $2.55 billion. Parker-Hannifin Corporation (PH - Free Report) is witnessing persistent strength in its Aerospace Systems segment. The segment is benefiting from strength across its commercial and defense end markets across both Original Equipment Manufacturer (OEM) and aftermarket channels. Segmental organic revenues jumped approximately 14.2% year over year in the third quarter of fiscal 2026 (ended March 2026).
The Aerospace Systems segment is expected to capitalize on the strong demand for its products and aftermarket support services in the general aviation market, driven by growth in air transport activities. Strength in its defense end market, owing to robust U.S. and international defense spending volumes, is also likely to be beneficial. Parker-Hannifin expects the Aerospace Systems segment’s organic sales to increase 12% from the year-ago level in fiscal 2026 (ending June 2026).
In May 2026, the company also entered into a deal with CIRCOR International to acquire the latter’s Commercial and Defense Aerospace business for $2.55 billion. The transaction, anticipated to close in the second half of this year, will add complementary technologies and capabilities, thereby further strengthening its position across aerospace and defense markets.
Driven by strength in its businesses, Parker-Hannifin has issued bullish fiscal 2026 guidance. The company currently expects total sales to increase 7% year over year, while organic sales are projected to grow 5.5%.
Segment Snapshot of PH’s PeersAmong its major peers, Howmet Aerospace Inc.’s (HWM - Free Report) defense aerospace market is playing an important role in driving its overall growth. In the first quarter of 2026, Howmet’s revenues from the defense aerospace market jumped 10% year over year, which accounted for 16% of its total sales. The surge in revenues was fueled by robust demand for Howmet’s engine spares and an increase in orders for new builds and legacy fighter jet parts.
RBC Bearings Incorporated (RBC - Free Report) is gaining from the strong performance of the Aerospace/Defense segment. Strength in the commercial aerospace market, driven by strong growth in orders from the OEM and the aftermarket verticals, is driving the Aerospace/Defense segment. The segment’s revenues were up 41.2% year over year in fourth-quarter fiscal 2026 (ended March 2026).
PH's Price Performance, Valuation and EstimatesShares of Parker-Hannifin have gained 11.1% in the past six months compared with the industry’s growth of 6.3%.
Image Source: Zacks Investment Research
From a valuation standpoint, PH is trading at a forward price-to-earnings ratio of 29.13X, above the industry’s average of 22.76X. Parker-Hannifin carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PH’s fiscal 2026 earnings has increased 0.7% over the past 60 days.
Image Source: Zacks Investment Research
Parker-Hannifin currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
MercadoLibre ve 1. čtvrtletí zvýšila tržby o 49 %, ale provozní zisk klesl z 763 mil. USD na 611 mil. USD kvůli silnější konkurenci v Brazílii. Akcie jsou za poslední rok asi o 36 % níže.
MercadoLibre (MELI +3.06%) might not be a household name in the U.S., but Foolish investors know the Latin American e-commerce company as a standout on the stock market.
Since its 2007 IPO, MercadoLibre is up more than 5,000%, and it's built an Amazon-like network of businesses as it expands across Latin America, including in logistics, fintech, credit, and asset management. It's also added its Prime-like MELI+ membership program to help lock customers into its ecosystem.
While MercadoLibre has continued to put up strong growth numbers, the stock has struggled over the last year, falling 36% in a steady decline.
MELI data by YCharts
That sell-off isn't unwarranted, as there are several reasons why investors have sold off MercadoLibre stock. Let's take a look at those challenges before discussing whether MercadoLibre is a buy.
Image source: MercadoLibre.
What's ailing MercadoLibre? The biggest reason for MercadoLibre's slide is that its profits are falling. In the first quarter, despite a 49% jump in revenue, operating income slipped from $763 million to $611 million.
The decline in profits has come primarily as the company has faced increased competition in Brazil from Sea Limited's Shopee, PDD Holdings' Temu, Amazon, and others. Brazil is MercadoLibre's biggest market, representing about half of its revenue.
To push back against competition, MercadoLibre lowered its free shipping threshold in Brazil, or the minimum order value to get free shipping, which helped accelerate GMV growth to a currency-neutral 38%.
Management first introduced free shipping in 2016, which had a similar headwind on profit margins, but paid off over the longer run, and it expects the lower free shipping threshold to do the same.
The company is also investing in cross-border trade for merchants in China and the U.S., giving them the option to work with the regional leader rather than Amazon or Temu. It's given sellers easier access to free shipping and other incentives, and it opened its first fulfillment center in China to improve relationships with merchants there.
MercadoLibre's margins are also compressing due to the growth of lower-margin businesses, including its first-party e-commerce business and its credit business, which saw a modest rise in delinquency rates in the first quarter.
The credit business introduces a new risk for MercadoLibre, but management sees it as a key driver for the company's two principal businesses, e-commerce and fintech. Its credit portfolio increased 87% to $14.6 billion in the first quarter, and it issued 2.7 million MercadoPago credit cards.
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It's understandable why falling profits would send MercadoLibre stock lower. After all, this is a stock that has historically traded at a premium valuation priced for growth.
However, the overall picture of the company is that the margin compression is primarily the result of its own decision-making to prioritize long-term growth over short-term profits in a shifting competitive landscape. That's a smart move, and it's similar to the strategy that worked so well for Amazon.
While competition may be impacting MercadoLibre's performance, market share wars don't last forever, as the experience of industries like ridesharing and food delivery has shown. Additionally, MercadoLibre actually gained market share in the first quarter, and its structural advantages, like its MercadoEnvios logistics network, should ensure that it maintains its leadership in Brazil and elsewhere. Management also believes that there's a long runway for growth in Latin American e-commerce as the average Latin American makes just seven online purchases a year, compared to 41 for the average American, so there can be more than one winner here.
The margin pullback is likely temporary, and these investments should pay off. In the meantime, MercadoLibre continues to deliver strong revenue growth, up 49% in the first quarter, a sign of a healthy business despite the bottom-line woes.
With the e-commerce stock down nearly 40% from its peak, MercadoLibre is worth buying here. The long-term growth outlook still looks strong.
Key Takeaways BF.B is expanding its premium portfolio and innovation to strengthen pricing power and long-term growth.Brown-Forman is benefiting from strong emerging-market demand, led by Jack Daniel's brands and New Mix.BF.B expects emerging markets and Travel Retail to remain key growth drivers in fiscal 2027. Brown-Forman Corporation (BF.B - Free Report) leverages its brand strength and premiumization strategy as important drivers for long-term growth. By focusing on well-established, globally recognized labels and expanding premium expressions, the company is reinforcing pricing power, supporting margins and prioritizing value-led growth.
The company is focused on leveraging its iconic brands, expanding its premium portfolio, driving innovation and accelerating global growth. Brown-Forman’s premiumization strategy emphasizes strengthening its portfolio through high-quality, premium brands to capitalize on consumers’ growing preference for authentic spirits. The company is also expanding its premium-plus and super-premium offerings, particularly in emerging markets where consumer demand has remained relatively resilient.
Brown-Forman is strengthening its premium positioning through route-to-consumer initiatives as well. A key priority is portfolio premiumization and innovation, with continued investment in premium-plus brands and new product launches like flavored whiskey variants, which are generating strong consumer engagement and helping drive incremental growth. The company is also advancing its Ready-to-Drink portfolio, expanding offerings such as New Mix and testing launches in new markets.
Brown-Forman has been seeing momentum across its Emerging markets for a while now. In fiscal 2026, net sales in Emerging markets increased 14% on a reported basis and 12% on an organic basis. The increase was driven by growth across the Jack Daniel’s family of brands, led by Türkiye, the United Arab Emirates and Brazil. It was also supported by robust double-digit growth of New Mix in Mexico, an estimated net increase in distributor inventories and favorable foreign exchange.
Brown-Forman’s emerging markets continue to serve as an important growth driver, supported by resilient demand trends. The company is expanding the distribution of super-premium whiskey brands in markets such as Brazil, where it sees long-term opportunity. Overall, emerging markets remain a key pillar of growth, backed by demand resilience, distribution gains, premiumization and targeted investment. In fiscal 2027, management expects continued growth across the emerging international markets and the Travel Retail channel.
BF.B’s Price Performance, Valuation and EstimatesBrown-Forman shares have gained 5.1% in the past six months compared with the industry’s 17.4% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, BF.B trades at a forward price-to-earnings ratio of 16.14X compared with the industry’s average of 15.71X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BF.B’s fiscal 2027 and fiscal 2028 earnings per share (EPS) indicates year-over-year growth of 11.8% and 1.4%, respectively. The company’s EPS estimate for fiscal 2027 and fiscal 2028 has increased in the past 30 days.
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Brown-Forman currently carries a Zacks Rank #3 (Hold).
Stocks to Consider in the Consumer Staples Space The Chefs' Warehouse, Inc. (CHEF - Free Report) , which is a distributor of specialty food products in the United States, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Chefs' Warehouse's current financial-year sales indicates growth of 8.3% from the prior-year level. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.
Nomad Foods Limited (NOMD - Free Report) , which manufactures and distributes frozen foods, currently carries a Zacks Rank #2 (Buy).
The consensus estimate for Nomad Foods’ current financial-year sales is expected to rise 0.5% from the year-ago reported figure. NOMD delivered a trailing four-quarter earnings surprise of 8.6%, on average.
Medifast, Inc. (MED - Free Report) , which is a leading manufacturer and distributor of clinically-proven healthy living products and programs, currently carries a Zacks Rank of 2. MED delivered an average earnings surprise of 65.5% in the last reported quarter.
The Zacks Consensus Estimate for Medifast’s current financial-year sales indicates a decline of 26% from the year-ago number.
Na ZoomInfo Technologies byla podána hromadná žaloba kvůli údajným klamavým tvrzením o zpomalující poptávce a slabších vyhlídkách. Po snížení celoročního výhledu tržeb o zhruba 62 milionů USD akcie spadly asi o 33 %.
NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ZoomInfo Technologies Inc. (NASDAQ: GTM) 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 ZoomInfo securities between November 3, 2025 and May 11, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/GTM.
ZoomInfo Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose:
The true state of ZoomInfo's slowing seat-based demand, weakening upsell opportunities, and deteriorating fundamentals across its downmarket and upmarket segments.
That Defendants' optimistic growth narrative, including representations that full-year 2026 revenue guidance of $1.247–$1.267 billion was achievable and that Copilot penetration was on or ahead of schedule. That customers were migrating toward consumption-based models and developing internal AI-driven go-to-market solutions, trends Defendants minimized despite their material adverse impact on ZoomInfo's business.
On May 11, 2026, ZoomInfo reported its first quarter 2026 results and slashed its full-year revenue guidance by approximately $62 million
Following this news, the price of ZoomInfo's common stock declined dramatically, from a closing market price of $6.04 per share on May 11, 2026, ZoomInfo's stock price fell to $4.06 per share on May 12, 2026, a decline of about 33%.
What's Next for ZoomInfo 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/GTM. 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 ZoomInfo you have until August 24, 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 ZoomInfo 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 ZoomInfo Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
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Prior results do not guarantee similar outcomes.
Key Takeaways Elevance Health's Carelon contributes 36.3% of operating revenues, expanding beyond health insurance.ELV said CareBridge cut readmissions 20% and saved over 10% in post-acute care costs.Carelon's Q1 2026 operating gain fell 3.8%, but investments support long-term growth prospects. Carelon is emerging as a key pillar of Elevance Health, Inc.'s (ELV - Free Report) long-term growth strategy as the company expands beyond traditional health insurance. Through its integrated care delivery, pharmacy and care management businesses, Carelon is helping improve clinical outcomes while creating new revenue opportunities. The segment now contributes around 36.3% of Elevance Health's total operating revenues, underscoring its growing role in the company's diversified business model.
The business is also becoming a meaningful driver of operational efficiency. Carelon combines AI, predictive analytics and coordinated care programs to identify high-risk patients earlier and intervene before medical conditions worsen. Its integrated CareBridge and care-at-home platform has reduced hospital readmissions by 20% while generating over 10% savings in post-acute care costs. These capabilities also support higher medication adherence, fewer emergency room visits and improved care coordination, reinforcing Carelon's competitive position.
However, Carelon's first-quarter 2026 operating gain declined 3.8% year over year due to lower affiliated health plan membership and continued investments in expanding risk-based programs. Even so, these investments are laying the foundation for future growth. Specialty pharmacy, CareBridge and integrated medical-pharmacy solutions continue to gain traction, supporting Carelon's long-term growth prospects as employers seek more cost-effective healthcare solutions.
Carelon's growing role complements ELV's broader financial momentum. Operating revenues rose 1.5% year over year in the first quarter of 2026, and the company raised its 2026 adjusted EPS guidance to at least $26.75. As Carelon scales its clinical and pharmacy capabilities, it is well positioned to become a key contributor to Elevance Health's earnings growth and competitive advantage.
How Are Competitors Faring?
Some of ELV’s major competitors in the value-based care space are UnitedHealth Group Incorporated (UNH - Free Report) and Humana Inc. (HUM - Free Report) .
UnitedHealth, through its Optum segment, is scaling AI-driven care management, pharmacy and provider solutions to improve care coordination and operational efficiency. Its integrated care model supports value-based reimbursement while diversifying revenues beyond its insurance business. UnitedHealth’s total revenues rose 2% year over year in the first quarter of 2026.
Humana is strengthening its integrated care strategy through CenterWell, which combines primary care, home health and pharmacy services. The company continues expanding value-based care and home-based services, aiming to improve patient outcomes while controlling medical costs. Humana’s total revenues rose 23.5% year over year in the first quarter of 2026.
Elevance Health’s Price Performance, Valuation & EstimatesShares of ELV have risen 12.1% in the year-to-date period against the industry’s fall of 2.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, Elevance Health trades at a forward price-to-earnings ratio of 13.85, below the industry average of 15.70. ELV carries a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Elevance Health’s 2026 earnings is pegged at $26.92 per share, implying an 11.1% drop from the year-ago period.
Image Source: Zacks Investment Research
ELV stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Rocket Lab úspěšně vynesl další satelit pro Synspective, čímž dokončil desátý dedikovaný start této japonské firmy se 100% úspěšností mise. Pro Synspective jde o 12. letošní start s Rocket Lab.
MAHIA, New Zealand, June 26, 2026 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB), a global leader in launch services and space systems, today announced it has successfully placed another satellite into orbit for Synspective, achieving a significant milestone as the tenth dedicated launch for the Japan-based Earth observation company with 100% mission success.
This latest launch - Rocket Lab’s 12th of the year - drives home the strength of one of the space industry's most enduring commercial partnerships while demonstrating Electron's unmatched reliability for dedicated small satellite missions.
The “Ten Owl Of Ten” mission launched on Electron from Launch Complex 1 in New Zealand at 5:43 a.m. NZST on June 27, 2026 to a 552km low Earth orbit. With this launch, Synspective's StriX constellation - which utilizes synthetic aperture radar (SAR) technology to capture detailed Earth imagery - now includes ten operational satellites, all of which have been deployed to space by Electron. Reflecting Rocket Lab’s customer-centric approach and commercial flexibility, a specially-configured Electron fairing was created for this mission to accommodate the StriX satellite’s specific dimensions: a key feature of Rocket Lab and Synspective’s partnership that has helped to ensure a 100% mission success rate across all StriX deployments.
This latest mission brings Rocket Lab’s overall launch tally to 91 missions, continuing to make Electron the world’s most frequently launched small-lift orbital rocket. Another 17 missions are booked for Synspective to complete the deployment of their constellation by the end of the decade. The next of those 17 upcoming missions is expected to launch in early Q3 this year.
Launch images and video: F91 | Ten Owl Of Ten | Flickr
About Rocket Lab
Rocket Lab is a leading space company that provides launch services, spacecraft, payloads and satellite components serving commercial, government, and national security markets. Rocket Lab’s Electron rocket is the world’s most frequently launched orbital small rocket; its HASTE rocket provides hypersonic test launch capability for the U.S. government and allied nations; and its Neutron launch vehicle in development will unlock medium launch for constellation deployment, national security and exploration missions. Rocket Lab’s spacecraft and satellite components have enabled more than 1,700 missions spanning commercial, defense and national security missions including GPS, constellations, and exploration missions to the Moon, Mars, and Venus. Rocket Lab is a publicly listed company on the Nasdaq stock exchange (RKLB). Learn more at www.rocketlabcorp.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). All statements contained in this press release other than statements of historical fact, including, without limitation, statements regarding our launch and space systems operations, launch schedule and window, safe and repeatable access to space, Neutron development, operational expansion and business strategy are forward-looking statements. The words “believe,” “may,” “will,” “estimate,” “potential,” “continue,” “anticipate,” “intend,” “expect,” “strategy,” “future,” “could,” “would,” “project,” “plan,” “target,” and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including but not limited to the factors, risks and uncertainties included in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, as such factors may be updated from time to time in our other filings with the Securities and Exchange Commission (the “SEC”), accessible on the SEC’s website at www.sec.gov and the Investor Relations section of our website at www.rocketlabcorp.com, which could cause our actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.
Motorola Solutions rozšířila platformu Assist AI o nové funkce pro linku 911, včetně překladu v reálném čase, živého přenosu zvuku a shrnutí pomocí AI. Cílem je rychlejší reakce a lepší přehled pro záchranné týmy.
Key Takeaways MSI enhanced its Assist AI platform to improve 911 workflows and emergency response efficiency.MSI's Interpreter Agent detects the caller's language and enables real-time translation and transcription.MSI added live 911 audio, AI summaries and shared data to boost field situational awareness. Motorola Solutions, Inc. (MSI - Free Report) has enhanced its Assist AI agent platform with new features that enable faster response times and better situational awareness for emergency teams. The initiative strengthens the company’s AI capabilities within the 911 workflow, improving the efficiency of instant response operations.
Motorola introduced the Interpreter Agent to help overcome language barriers during 911 calls. The tool can detect a caller’s language in seconds and provide real-time two-way translation and live transcription. This helps dispatchers communicate faster and more clearly, reducing delays and improving communication during emergencies.
The company also added live 911 audio streaming, allowing first responders to access call audio directly in the field. Along with live conversations, the system provides AI-generated insights, including highlighted keywords, concise summaries and full call transcriptions through its dispatch software and mobile applications. This gives responders better real-time context and helps them take timely, more informed decisions before arriving at the scene.
In addition, real-time data is shared with operation centers, helping agencies coordinate resources more effectively and deploy specialized equipment, such as drones carrying medical supplies like EpiPens or automated external defibrillators, more quickly. With these capabilities, Motorola reduces information gaps across public safety workflows and supports better coordination during critical incidents.
How Are Competitors Performing in the Emergency Response Field?Motorola faces stiff competition from Nokia Corporation (NOK - Free Report) and Comtech Telecommunications Corp. (CMTL - Free Report) . Nokia is expanding its critical communication solutions to support faster emergency response. The company is using 5G and AI to improve communication and help first responders get real-time information. Nokia is strengthening its network solutions to improve response during emergencies and disasters.
Comtech is improving its communication technologies for quick mission-critical response. The company is helping emergency teams stay connected and share important information in real time. Comtech’s network solutions also support better coordination during urgent situations.
MSI’s Price Performance, Valuation & EstimatesMotorola shares have lost 5.2% over the past year against the industry’s growth of 40.6%.
Image Source: Zacks Investment Research
From a valuation standpoint, Motorola trades at a forward price-to-sales ratio of 5, below the industry tally of 5.02.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have increased 1% to $16.96 over the past 60 days, while the same for 2027 have increased 0.8% to $18.42.
Image Source: Zacks Investment Research
Motorola currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Dick's Sporting Goods ve 1. fiskálním čtvrtletí zvýšil tržby o 62,7 % na 5,17 miliardy USD, ale upravený zisk na akcii 2,90 USD zaostal za odhady. Společnost zároveň potvrdila výhled tržeb na fiskální rok 2026 na 22,1–22,4 miliardy USD.
It has been about a month since the last earnings report for Dick's Sporting Goods (DKS - Free Report) . Shares have added about 4.9% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Dick's due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.
DICK'S Sporting Q1 Earnings Miss Estimates, Comparable Sales Up 6%DICK'S Sporting posted first-quarter fiscal 2026 results, wherein the top line beat the Zacks Consensus Estimate and increased year over year. However, earnings missed the consensus mark and declined from the prior-year quarter.
The company delivered a strong fiscal first-quarter fiscal 2026 performance, with net sales rising sharply year over year and beating the Zacks Consensus Estimate, supported by continued momentum in the core DICK’S business and contributions from the Foot Locker acquisition. However, profitability was softer, as non-GAAP earnings declined from the prior-year quarter and missed estimates despite healthy comparable sales growth across the business.
The company reported adjusted earnings of $2.90 per share in the fiscal first quarter, lagging the Zacks Consensus Estimate of $2.91 and declining from $3.37 recorded in the year-ago quarter.
DKS’ Quarterly Performance: Key Metrics & InsightsNet sales of $5.17 billion increased 62.7% year over year and surpassed the consensus estimate of $5.06 billion. The upside was driven by the addition of the Foot Locker business, along with continued strength in the core DICK’S business. Consolidated comps for DICK'S Business grew 6% year over year, on growth in average ticket and transactions and broad-based momentum across footwear, apparel and hardlines.
Results reflected the inclusion of the Foot Locker business and the dilutive impact of shares issued for the acquisition, while core demand stayed healthy. Pro forma consolidated comparable sales increased 4.1% in the quarter.
DKS Records Higher Margins & ExpensesGross profit rose 44.5% year over year to $1.68 billion but the gross margin contracted 411 bps.
The SG&A expense rate of 22.5% fell 220 bps year over year. SG&A expenses, in dollar terms, grew almost 48.2% year over year to $1.16 billion.
DKS’ Financial Health SnapshotDICK’S Sporting ended the fiscal first quarter with cash and cash equivalents of $998.3 million. Inventories totaled $5.42 billion, up 52%, reflecting the addition of Foot Locker inventory, while long-term debt and financing lease obligations stood at $1.91 billion.
This Zacks Rank #3 (Hold) company repurchased 0.7 million shares under its share repurchase program for $141.2 million in the first quarter of fiscal 2026. It had $3 billion remaining under its authorization as of May 2, 2026. DKS also paid $5 million in fiscal 2025 for shares repurchased in the prior fiscal year.
On May 26, 2026, the company’s board of directors announced a quarterly cash dividend of $1.25 per share for holders of its common and Class B common stock. The dividend will be distributed on June 26 to its shareholders recorded as of the close of business on June 12.
What to Expect From DKS in FY26?For full-year fiscal 2026, the company expects net sales of $22.1-$22.4 billion. In its full-year fiscal 2026 segment outlook, the company expects net sales of $14.5-$14.7 billion for the DICK’S business and $7.6-$7.7 billion for the Foot Locker business. Operating income guidance was updated to $1.69-$1.81 billion on a GAAP basis and $1.71-$1.83 billion on a non-GAAP basis, while GAAP earnings are projected at $13.27-$14.27 per diluted share; non-GAAP earnings are still expected at $13.50-$14.50. The company expects planned gross capital spending of about $1.6 billion for fiscal 2026.
At the segment level, DKS raised the low end of its comparable sales outlook to 2.5%-4.0%, while the Foot Locker business raised the low end of its pro forma comparable sales view to 1.5%-3.0%. Management also outlined segment profit expectations of $1.60-$1.68 billion for the DICK’S business and $110-$150 million for Foot Locker.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in fresh estimates.
VGM ScoresCurrently, Dick's has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Dick's has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
HEICO za 2. čtvrtletí fiskálního roku 2026 překonal odhady: EPS činil 1,66 USD a tržby vzrostly na 1,38 miliardy USD. Čistý zisk připadající akcionářům dosáhl rekordních 233,8 milionu USD.
A month has gone by since the last earnings report for Heico Corporation (HEI - Free Report) . Shares have lost about 0.8% in that time frame, outperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Heico due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Heico Corporation before we dive into how investors and analysts have reacted as of late.
HEICO Q2 Earnings Beat Estimates, Sales Increase Year Over Year
HEICO Corporation posted second-quarter fiscal 2026 earnings of $1.66 per share, which beat the Zacks Consensus Estimate of $1.33 by 24.6%. The bottom line also improved 48.2% from the year-ago quarter’s $1.12.
HEI’s Total SalesQuarterly net sales came in at $1.38 billion, up 25.3% year over year and 10.7% above the consensus mark of $1.24 billion. Results were driven by consolidated organic net sales growth of 18% and contributions from acquisitions.
HEICO’s Operational UpdateHEICO’s cost of sales increased 22.1% year over year to $806.2 million.
The company’s selling, general and administrative (SG&A) expenses rose 15.5% to $219.1 million.
Interest expense climbed 3.9% to $34.2 million from $32.9 million in the year-ago quarter.
HEI Posts Record Profit as Margins ExpandOperating income rose 41.2% year over year to $350.4 million, and consolidated operating margin expanded to 25.5% from 22.6% in the prior-year period.
HEI delivered record quarterly net income attributable of $233.8 million, up 49% year over year.
HEI’s Segmental Performance in Q2Flight Support Group: Net sales from this segment rose 21% year over year to $929.4 million. Growth was led by robust organic expansion of 19%, supported by improved demand across the group’s product lines as well as the impact of fiscal 2026 acquisitions.
The segment’s operating income increased 31% year over year to $243.1 million, and operating margin improved to 26.2% from 24.1%, helped by a more favorable product mix and efficiencies in SG&A expenses.
Electronic Technologies Group: The segment’s net sales climbed 34% to $459.5 million. The increase reflected organic growth of 17% plus contributions from acquisitions completed in fiscal 2025 and fiscal 2026, with demand improving across several end markets.
The segment’s operating income rose 56% year over year to $121.8 million, and operating margin expanded to 26.5% from 22.8%, driven by net sales growth, improved gross profit margin and better SG&A leverage.
HEI’s Financial DetailsAs of April 30, 2026, HEI’s cash and cash equivalents totaled $210.3 million compared with $217.8 million as of Oct. 31, 2025.
Cash flow provided by operating activities was $470.6 million during the first six months of fiscal 2026, reflecting a rise of 15.4% from the prior-year period’s level.
HEICO reported a long-term debt (net of current maturities) of $2.58 billion as of April 30, 2026, up from $2.16 billion as of Oct. 31, 2025.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.
VGM ScoresAt this time, Heico has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock was allocated a grade of F on the value side, putting it in the fifth quintile for value investors.
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 Heico has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Digital media platform Rumble Inc. (RUM 0.24%), known for video sharing and livestreaming, just recorded a notable insider buy amid ongoing sector competition.
Tether Global Investments Fund reported an open-market acquisition of 4,599,365 shares for a transaction value of approximately $36.2 million, as disclosed in the SEC Form 4 filing.
Transaction summaryMetricValueShares traded4,599,365Transaction value$36.2 millionPost-transaction shares (direct)0Post-transaction shares (indirect)141,877,369Post-transaction value (direct ownership)~$0Transaction value based on SEC Form 4 weighted average purchase price ($7.88); post-transaction value based on June 17, 2026 SEC Form 4 reported position value ($0.00).
Key questionsWhat structure or mechanism governed the acquisition of Rumble shares in this transaction?
This acquisition was conducted through the exercise of derivative securities, specifically pre-funded warrants, by Tether Investments, S.A. de C.V, a wholly owned subsidiary of Tether Global Investments Fund, S.I.C.A.F. S.A, with all shares held indirectly post-transaction.How did this transaction affect the insider's overall ownership and stake in Rumble?
The transaction resulted in indirect Class A holdings of 141,877,369 shares after completion, while direct ownership remained unchanged at zero.What is the significance of the remaining pre-funded warrants and indirect holdings for future equity exposure?
With 154,408,073 pre-funded warrants still outstanding (all indirect), Tether Global Investments Fund, S.I.C.A.F. S.A. retains the capacity to further increase its Class A Common Stock exposure in line with voting limitations and capital allocation strategy.How does the transaction size compare to previous activity, and does it signal a change in cadence?
While the 4.6 million shares acquired are higher than the only other previously reported transaction (777,012 shares in February 2026), the overall cadence remains episodic, with only two acquisition events disclosed since February of this year, likely reflecting transaction-specific capacity constraints and contractual considerations rather than a trend shift.Company overviewMetricValuePrice (as of market close 2026-06-17)$7.88Market capitalization$2.71 billionRevenue (TTM)$102.38 millionNet income (TTM)-$109.45 million* 1-year performance is calculated using June 17th, 2026 as the reference date.
Company snapshotOffers a video sharing platform, livestreaming and monetization tools, an in-house advertising marketplace, and a crypto wallet; generates revenue from advertising, subscriptions, pay-per-view, and tipping services.Operates a multi-sided platform business model, monetizing both content creators and advertisers through digital media distribution and cloud infrastructure services.Serves content creators, media organizations, and audiences seeking alternative video platforms in the United States, Canada, and international markets.Rumble Inc. is a digital media and cloud services company specializing in video sharing, livestreaming, and advertising solutions. The company leverages a proprietary platform to enable content creators to reach audiences and monetize their work through multiple channels. Its integrated cloud and advertising offerings position it as a competitive alternative in the online video and digital infrastructure space.
What this transaction means for investorsThether continues to show faith in streaming platform Rumble by converting more of its warrants into shares. Tether’s buying habits over the past year have acted as a backstop for Rumble shares, with the El Salvador-based crypto business buying at what have turned out to be near-term lows.
This time, however, Tether hasn’t had time to see a bearish move play out, with shares continuing to slip after this reported purchase. That timing likely matters little to Tether, which has amassed a diverse portfolio of crypto, gold, and equity in multiple companies, worth at least $10 billion.
While it isn’t perfectly clear how a streaming business fits in with a primarily crypto-focused outlet, the two businesses have affinities among management that suggest Tether is a long-term investor in Rumble. Rumble management, for its part, sees Tether’s other portfolio companies as natural customers of its products.
For those considering an investment in Rumble, take the latest share buy as a sign that Tether will continue to support the business and its shares for the foreseeable future.
Brendan Coffey has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Společnost Dycom Industries zvýšila výhled pro fiskální rok 2027 po silném prvním čtvrtletí, kdy tržby i upravený EPS překonaly odhady. Akcie za měsíc klesly asi o 7,8 %.
A month has gone by since the last earnings report for Dycom Industries (DY - Free Report) . Shares have lost about 7.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Dycom Industries due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.
Dycom Q1 Earnings & Revenues Top, Raises FY2027 OutlookDycom Industries reported stellar results for the first quarter of fiscal 2027 (ended May 2, 2026). Adjusted earnings and contract revenues surpassed the Zacks Consensus Estimate and grew year over year.
Q1 Earnings & Revenue DiscussionDycom reported adjusted earnings per share (EPS) of $4.42, which topped the Zacks Consensus Estimate of $2.73 by 61.9%. In the year-ago quarter, it reported an adjusted EPS of $2.39.
Contract revenues of $1.96 billion surpassed the consensus mark of $1.67 billion by 18.0% and grew 56.1% year over year. The metric rose 24.7% on an organic basis.
Management noted that demand for fiber infrastructure deployments and data center builds remained robust during the quarter. Power Solutions also outperformed in its first full quarter as part of the Building Systems segment.
Operations & Backlog DetailsAdjusted EBITDA increased 74.6% to $262.5 million from a year ago. Adjusted EBITDA margin of 13.4% expanded 141 basis points (bps) from the year-ago level.
Dycom’s backlog as of the first fiscal quarter totaled $11.91 billion, up 46.5% year over year from $8.13 billion. Of the current backlog position, $6.40 billion is projected to be completed in the next 12 months.
Segmental DetailsBeginning in the fourth quarter of fiscal 2026, Dycom reports results through two reportable segments: Communications and Building Systems.
Communications: This segment’s contract revenues increased 24.7% year over year to $1.57 billion. Growth was driven by expansion into additional geographies and fiber-to-the-home builds that ramped ahead of expectations, supported by favorable seasonal conditions. Adjusted EBITDA increased to $192.4 million from $150.4 million a year ago. Adjusted EBITDA margin of 12.3% expanded 31 bps from the year-ago level. This segment’s total backlog grew to $10.80 billion from $8.13 billion a year ago, with a 12-month backlog of $5.38 billion.
Building Systems: The segment generated contract revenues of $395.4 million. Adjusted EBITDA was $70.0 million and adjusted EBITDA margin was 17.7%. Total backlog stood at $1.11 billion, with a 12-month backlog of $1.02 billion. The segment benefited from strong execution and demand that exceeded initial expectations.
Balance Sheet & Cash FlowAs of May 2, 2026, Dycom had cash and cash equivalents of $538.8 million compared with $709.2 million as of fiscal 2026-end. Long-term debt was $2.81 billion, relatively unchanged from $2.81 billion at fiscal 2026-end.
During the first fiscal quarter, DY repurchased 100,000 shares for $36 million.
Q2 GuidanceDycom expects contract revenues between $1.94 billion and $2.01 billion for the second quarter of fiscal 2027. Adjusted EBITDA is expected to be between $284 million and $303 million. The company anticipates adjusted EPS in the range of $4.40-$4.82.
Fiscal 2027 ViewBased on strong fiscal first-quarter results and expectations for the remainder of the year, Dycom raised its fiscal 2027 outlook. The company now expects contract revenues between $7.38 billion and $7.65 billion, up from its prior guided range of $6.85 billion to $7.15 billion. The updated outlook implies a 33.1-37.9% year-over-year rise and 12.6-15.8% organic growth.
The company continues to anticipate adjusted EBITDA margin expansion in fiscal 2027. In the Communications segment, Dycom expects modest adjusted EBITDA margin improvement as operating leverage offsets continued investment to support growth. In the Building Systems segment, the company now expects adjusted EBITDA margin in the high teens, an improvement from its earlier expectation of a mid-teen margin.
For fiscal 2027, Dycom expects Communications segment revenues between $6.03 billion and $6.20 billion, while Building Systems revenues are projected between $1.35 billion and $1.45 billion.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in fresh estimates.
The consensus estimate has shifted 16.49% due to these changes.
VGM ScoresCurrently, Dycom Industries has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock has a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of B. 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 Dycom Industries has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
The Ensign Group čelí vyšetřování kvůli možným porušením federálních zákonů o cenných papírech po obviněních ze zkreslování kvality péče a podvodného vykazování.
NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, is investigating The Ensign Group (NASDAQ: ENSG) (“Ensign” or the “Company”) for potential violations of the federal securities laws.
On June 8, 2026, Hunterbrook published a detailed short-seller report alleging that the company engaged in systemic quality-measure gaming, falsified care-quality data, and improper related-party billing across its skilled nursing operations. Following this news, the price of Ensign stock fell significantly, causing millions of dollars in shareholder losses.
Then, on June 11, 2026, Muddy Waters Research published a short report on Ensign Group, alleging possible Medicare and Medicaid fraud via a scheme to rent licenses of administrators of skilled nursing facilities who are not actually managing the facilities, potentially in violation of the False Claims Act. This news caused the price of Ensign stock to drop even further.
“Our investigation concerns whether the company and its executives provided investors with accurate and complete information about the company,” said Andrea Farah, Lowey Dannenberg, P.C., Partner and Head of the firm’s securities practice.
If you suffered a loss in Ensign securities and wish to participate, check your eligibility through Lowey’s case management platform, https://claimmagic.com/cases/the-ensign-group. Alternatively, you can contact our attorneys Andrea Farah ([email protected]) at (914)733-7256 or Vincent R. Cappucci Jr. ([email protected]) at (914)733-7278.
About Lowey Dannenberg
Lowey Dannenberg is a national firm representing institutional and individual investors who suffered financial losses resulting from corporate fraud and malfeasance in violation of federal securities and antitrust laws. The firm has significant experience in prosecuting multi-million-dollar lawsuits and has previously recovered billions of dollars on behalf of investors.
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Email: [email protected]
FuelCell Energy vyskočila o 24 % po oznámení strategické dohody s Fit Energy na až 380 MW čisté, baseload on-site energie pro datová centra. Bloom Energy naopak klesla o 13 % po realizaci zisků.
Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment.
The FuelCell Energy catalyst is concrete: a marquee data center power agreement with Fit Energy. The Bloom Energy slide looks more like a profit-taking unwind layered on competitive rotation as capital chases the day’s deal winner.
FuelCell Energy and Bloom Energy both sit at the center of the AI power buildout, and shares of each have had violent runs heading into this session. The pattern is familiar in high-beta themes like FCEL and BE, where sentiment can pivot hard on a single contract announcement.
FuelCell Energy’s 380 MW Deal Drives the Move FuelCell Energy announced a strategic agreement with Fit Energy for up to 380 MW of clean, baseload on-site power for data centers. The deal includes an immediate deposit for an initial 30 MW, with delivery slated to begin in late 2026, plus warrants tied to future deployment milestones. That structure gives FuelCell Energy a near-term revenue trigger and upside tied to scale.
The deal validates FuelCell Energy’s pivot toward AI infrastructure. Management has flagged a commercial pipeline of roughly 4 GW, with 90% tied to data centers. The company is also funding a $200 million to $275 million expansion of its Torrington, Connecticut facility to push annualized capacity to 500 MW.
Analyst sentiment has been catching up. Canaccord Genuity upgraded FuelCell Energy stock to Buy with a $30 price target following the Q2 FY2026 report, citing positioning in AI data center power. CEO Jason Few has framed the strategy as “extending the grid to data centers,” a pitch that fits the AI infrastructure narrative driving today’s tape. Impressively, FCEL stock is up 307% over the past year.
Bloom Energy Cools After a Parabolic Run Bloom Energy stock entered Friday already in retreat after a profit-taking reversal in the prior session, so today’s slide extends a two-session unwind. Coming in, Bloom Energy was up 1,331% over the past year, so single-day air pockets come with the profile.
The competitive subtext matters too. FuelCell Energy’s Fit Energy win lands on the same data center turf Bloom Energy has dominated through its Oracle (NYSE:ORCL | ORCL Price Prediction) collaboration and a $5 billion Brookfield AI-infrastructure partnership. Bloom Energy’s fundamentals remain strong, with Q1 2026 revenue of $751 million, up 130% year over year, and FY2026 guidance raised to $3.6 billion.
Ultimately, trader positioning shifted faster than the fundamentals today. With Bloom Energy stock carrying a forward earnings ratio near 156x, a sharp pullback on rotation pressure fits the profile of a name that has run this far this fast. The product backlog still stands at roughly $6 billion, so today’s move is about price action, not the order book.
What Investors Can Watch From Here For FuelCell Energy, the next test is execution. Converting that 4 GW pipeline into actual revenue, and meeting the late-2026 delivery start on the Fit Energy initial 30 MW, are the concrete milestones. Investors can watch for follow-on data center agreements that confirm today’s narrative, plus any analyst price target revisions ahead of the next earnings report.
For Bloom Energy, the read is more about positioning than fundamentals. Investors may want to watch analyst valuation commentary in the coming sessions, given the size of the prior rally and the new competitive data point from FuelCell Energy. Bloom Energy stock carries a beta of 3.7, so risk-management discipline matters for anyone sizing fresh exposure.
The bigger picture: the on-site power thesis for AI data centers remains intact across both FuelCell Energy and Bloom Energy. Today’s divergence is more about who owns the next headline than a structural shift in the sector. Stock traders can keep their position sizes modest given the volatility both stocks just put on display, and they may want to track whether FuelCell Energy stock’s gap holds into next week.
Marvell Technology oznámila za 1. čtvrtletí zisk 80 centů na akcii a tržby 2,42 miliardy USD, obojí v souladu s odhady. Firma zároveň zvýšila výhled celoročních tržeb na zhruba 11,5 miliardy USD.
It has been about a month since the last earnings report for Marvell Technology (MRVL - Free Report) . Shares have added about 37.3% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Marvell due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Marvell Technology Q1 Earnings Match Estimates, Revenues Rise Y/YMarvell came out with first-quarter fiscal 2027 earnings of 80 cents per share, in line with the Zacks Consensus Estimate. The company reported earnings of 62 cents per share a year ago. The bottom line increased 29% year over year.
MRVL’s first-quarter fiscal 2027 revenues of $2.42 billion surpassed the Zacks Consensus Estimate by 0.59%. MRVL reported revenues of $1.90 billion in the year-ago quarter.
MRVL Leans on Data Center MomentumThe top-line record was built on demand in both reported end markets. Data center revenues increased 27% year over year and 11% sequentially to $1.83 billion. Communications and other revenues were $585 million, up 29% year over year and 3% sequentially.
Management pointed to “exceptional AI-related bookings” across its data center lineup and guided for continued sequential acceleration as fiscal 2027 progresses. The message was that AI buildout is pulling through multiple product families, including optical interconnect, custom silicon and switching.
MRVL Broadens Its Connectivity FootprintMarvell Technology emphasized strength in 800G PAM4 products, a quick ramp of 1.6T solutions and expanding traction in Ethernet switching as networking becomes more critical in larger AI clusters. The company also said the shift toward larger, multi-site AI systems is increasing the importance of data center interconnect modules.
Strategically, MRVL highlighted an expanded partnership with NVIDIA across optics, NVLink Fusion integration and AI-RAN, intended to connect its custom silicon and optical networking capabilities into the NVIDIA ecosystem. Management said it has a line of sight to a $1 billion annualized DCI module revenue run rate during fiscal 2028.
Marvell Technology’s ProfitabilityMRVL reported non-GAAP gross margin of 58.9%. Non-GAAP operating margin was 35.0%, supported by $846.9 million of non-GAAP operating income. MRVL’s non-GAAP operating expenses were $576.9 million as the company continued investing in AI growth priorities.
MRVL Generates Cash While Locking in SupplyOperating cash flow was a record $638.8 million in the quarter. Cash and cash equivalents ended the period at $3.84 billion compared with $2.64 billion posted on Jan. 31, 2026. MRVL’s total debt stood at $4.96 billion.
MRVL repurchased $200 million of stock and paid $53.8 million in dividends. To support AI-driven demand, the company is forecasting approximately $1 billion of prepayments during fiscal 2027 to secure additional capacity, with the first payments beginning in the second quarter.
MRVL completed the Celestial AI acquisition on Feb. 2, 2026, and the buyout of XConn on Feb. 10, 2026, and the quarter’s results included both businesses from their acquisition dates.
The company also highlighted the acquisition of Polariton Technologies, positioning plasmonic-based silicon photonics as a pathway to higher modulator bandwidth and scaling optical performance to 3.2T and beyond.
Guidance for Q2 & Fiscal 2027For the second quarter of fiscal 2027, Marvell Technology guided revenues to $2.7 billion (+/-5%). Non-GAAP diluted earnings are expected to be 93 cents per share (+/- 5 cents).
Management also raised its broader outlook. MRVL now expects fiscal 2027 revenues to grow about 40% year over year to nearly $11.5 billion and sees fiscal 2028 revenues rising about 45% to roughly $16.5 billion.
The company expects data center growth of about 50% in fiscal 2027 and about 55% in fiscal 2028, with interconnect positioned as a key swing factor.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
The consensus estimate has shifted -8.27% due to these changes.
VGM ScoresAt this time, Marvell has a average Growth Score of C, however its Momentum Score is doing a bit better with a B. However, the stock has a score of F on the value side, putting it in the lowest quintile for value investors.
Overall, the stock has an aggregate VGM Score of D. 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. Interestingly, Marvell has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerMarvell belongs to the Zacks Electronics - Semiconductors industry. Another stock from the same industry, Applied Materials (AMAT - Free Report) , has gained 48.6% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026.
Applied Materials reported revenues of $7.91 billion in the last reported quarter, representing a year-over-year change of +11.4%. EPS of $2.86 for the same period compares with $2.39 a year ago.
Applied Materials is expected to post earnings of $3.35 per share for the current quarter, representing a year-over-year change of +35.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for Applied Materials. Also, the stock has a VGM Score of F.
Společnost Marvell Technology vykázala v 1. čtvrtletí fiskálního roku 2027 rekordní provozní cash flow ve výši 638,8 mil. USD navzdory rozsáhlým akvizicím. Na konci čtvrtletí měla v hotovosti 3,84 mld. USD.
Key Takeaways Marvell Technology posted a record Q1 fiscal 2027 operating cash flow of $638.8M despite major acquisitions.MRVL spent $1.42B on investing, mainly for Celestial AI and XConn Technologies acquisitions.Marvell Technology ended the quarter with $3.84B cash to support acquisitions and investments. Marvell Technology (MRVL - Free Report) delivered a record operating cash flow of $638.8 million in the first quarter of fiscal 2027, almost doubling from $332.9 million reported in the year-ago quarter. This strong performance came despite the company completing major acquisitions during the first quarter of fiscal 2027, highlighting the strength of its underlying business and its ability to generate healthy cash from operations.
Marvell Technology's investing activities reflected its strategy of expanding through acquisitions. The company used $1.42 billion in investing activities compared with $94.1 million in the prior-year quarter. Most of this spending was related to the acquisitions of Celestial AI and XConn Technologies, while capital expenditures increased to $155.7 million, demonstrating continued investment in technology and infrastructure.
The improvement in operating cash flow was largely driven by non-cash expenses and favorable working capital movements. MRVL’s cash flow remained strong because of $225.2 million in amortization of acquired intangible assets, $207.6 million in stock-based compensation, and a $331.8 million increase in the fair value of contingent consideration liability.
Financing activities generated $1.99 billion in cash, primarily due to the issuance of $2 billion of Series A Convertible Preferred Stock. The company also raised $998.9 million through borrowings while repaying $500 million of debt. Overall, Marvell Technology maintained a strong liquidity position, ending the quarter with $3.84 billion in cash and cash equivalents.
MRVL’s current strategy will provide ample financial flexibility to fund acquisitions, capital investments and shareholder returns. MRVL would be able to maintain its leadership in the Custom Silicon, Networking & Switching, Optical Interconnect, Optical Components, Automotive and Enterprise Networking spaces.
How Competitors Fare Against MRVL StockThe company faces stiff competition in the networking and custom silicon space from Broadcom (AVGO - Free Report) and Advanced Micro Devices (AMD - Free Report) .
Broadcom is a leader in the domain of custom silicon solutions for data centers. Broadcom’s advanced 3.5D XDSiP packaging platform is critical to ensure the performance and efficiency of custom AI XPUs.
Advanced Micro Devices is another established player in the custom silicon solutions and AI accelerator market. Advanced Micro Devices offers semi-custom SoCs and Instinct Accelerators to power data centers.
MRVL's Price Performance, Valuation and EstimatesShares of Marvell Technology have gained 231% year to date against the Zacks Electronics - Semiconductors industry’s growth of 56.2%.
MRVL YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 18.12X, lower than the industry’s average of 10.13X.
The Zacks Consensus Estimate for MRVL’s fiscal 2027 and 2028 earnings implies year-over-year growth of 42.3% and 53%, respectively. The estimates for fiscal 2027 and 2028 have been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Marvell Technology currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Akcionáři Lululemon schválili tři kandidáty vedení do představenstva, čímž pomohli uzavřít vleklý spor se zakladatelem Chipem Wilsonem. Akcie po zprávě vzrostly o více než 3 %.
Lululemon Athletica Inc (NASDAQ:LULU) shares rose more than 3% after shareholders approved three management-backed directors at the company’s June 25 annual general meeting, helping resolve a prolonged proxy dispute with founder Chip Wilson.
The elected directors include former Levi Strauss CEO Chip Bergh, Unilever executive Esi Eggleston Bracey and finance veteran Teri List. Their appointment strengthens the board as the company prepares for incoming CEO Heidi O’Neill, who is set to take over in September.
Lululemon also confirmed that two of Wilson’s nominees, former On co-CEO Marc Maurer and former ESPN chief marketing officer Laura Gentile, have also joined the board as independent directors.
A third mutually agreed director is expected to be added by October 1, expanding the board to 11 members.
The changes follow a settlement reached in May aimed at ending months of public tension between Wilson, who owns about 8.6% of the company, and Lululemon’s leadership.
Under the agreement, Wilson has also committed to an 18-month period of refraining from public criticism of the company.
Lululemon has struggled amid intensifying competition from rivals such as Alo Yoga and Vuori, with the stock down about 50% in the last 12 months.
Wendy’s posílila o 6 % díky virální kampani „Save Wendy’s“, která živí spekulace na short squeeze. Akcie ale za rok stále ztrácejí 34 % a fundamenty zůstávají slabé.
Wendy’s (NASDAQ:WEN | WEN Price Prediction) stock is up 6% to $7.74 in Friday midday trading, extending a remarkable rebound for the burger chain. The move puts the stock on track for what would be a third straight weekly gain after shares touched a roughly 12-year low on Monday.
The catalyst remains the viral “Save Wendy’s” campaign that swept r/WallStreetBets earlier this week, where posts like “Fixing Her: A Wendys (WEN) DD” drew hundreds of upvotes and lit up retail trader feeds. Reddit sentiment on Wendy’s peaked at a bullish score of 72 on June 25 before cooling.
Despite the rally, the stock remains down 34% over the past year. That collapse is exactly what created the unusual value and yield profile now drawing fundamental buyers alongside the meme crowd.
The “Save Wendy’s” Setup The meme army’s pitch is a classic short squeeze. Wendy’s stock short interest sits near 23% per S3 Partners and a record 26% per Yahoo/Koyfin data, giving forced buying real fuel. Reddit activity on r/WallStreetBets carried WEN stock higher all week.
Yet, the cooling has already started. By Friday, sentiment had dropped to neutral readings of 56 to 58, and a skeptical post titled “Wendy’s Meme Rally distracts from the bigger picture” began gaining traction. Mechanical short-covering can reverse swiftly once forced buyers are tapped out.
The Value Case for Wendy’s Per Yahoo Finance, Wendy’s stock trades at a trailing P/E ratio of 10.1x with a forward dividend yield of 7.65%. Unlike pure meme names, Wendy’s generates free cash flow and has a long history of paying dividends, with the most recent $0.14 quarterly payout distributed on June 15.
Insider conviction backs the value thesis. Wendy’s director and 10% owner Peter May bought 4,166 shares on April 3 at $7.14, with director Bradley Peltz purchasing 3,448 shares the same day at the same price. Nelson Peltz’s Trian Fund Management remains involved, and speculation continues about whether leadership changes could lead to a broader transaction.
Settled leadership adds to the turnaround narrative. Bob Wright is now Wendy’s permanent CEO and Steve Cirulis is the new CFO, both formerly at Potbelly, driving the “Project Fresh” turnaround plan.
The Bear Case Investors Can’t Ignore The high yield is partly a math artifact of a collapsing share price. Wendy’s stock is down 66% over five years, the textbook profile of a potential value or dividend trap if the turnaround stalls. Dividend sustainability becomes a fair question, not a forecast.
The fundamentals justify the skepticism. Wendy’s Q1 2026 U.S. same-restaurant sales fell 8%, a sharp deterioration, and net income dropped 42%. A low trailing P/E ratio on declining earnings can flatter the picture because forward earnings may look quite different.
Wall Street remains cautious on Wendy’s stock. The analyst consensus skews to hold, with 16 hold ratings against just 1 strong buy and 3 buys, and an average target of $7.79 roughly in line with current trading.
What to Watch The next real test for Wendy’s stock arrives with Q2 2026 earnings on August 14. Same-restaurant sales trends and early strategy commentary from Cirulis can shape whether the bounce holds.
For now, Wendy’s stock looks like more than a pure meme name, as the company has real cash flow and real insider buying activity. However, the depressed valuation reflects genuine traffic problems that have not yet turned. Investors interested in the turnaround thesis should consider keeping their WEN position sizes modest until Q2 results confirm whether Project Fresh is starting to bite.
Nutanix ve 3. fiskálním čtvrtletí překonal odhady zisku i tržeb a zároveň zvýšil výhled na celý fiskální rok 2026. Akcie ale za měsíc po výsledcích klesly asi o 3,8 %.
It has been about a month since the last earnings report for Nutanix (NTNX - Free Report) . Shares have lost about 3.8% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nutanix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.
Nutanix Q2 Earnings and Revenues Beat Estimates, Sales Rise Y/YNutanix delivered third-quarter fiscal 2026 non-GAAP earnings of 47 cents per share, which topped the Zacks Consensus Estimate by 34.29% and improved 11.9% year over year.
Revenues rose 10% year over year to $703.1 million, beating the consensus mark by 2.53%.
The average contract duration increased to 3.4 years from 3.1 years in the year-ago quarter. Longer contract duration can help improve revenue visibility for a subscription-heavy model while reflecting customers’ willingness to commit to longer-term platform deployments.
NTNX’s Top-Line Details for Q3Product revenues (51.9% of total revenues) increased 5.6% year over year to $364.9 million. Support, maintenance & other services revenues (48.1% of total revenues) rose 15.2% to $338.1 million.
Subscription revenues (94.6% of total revenues) climbed 9% to $664.8 million from the year-ago quarter’s figure. Professional services and other revenues (5.4% of total revenues) improved 30.5% to $38.3 million.
Annual recurring revenues (ARR) grew 15% year over year to $2.43 billion, reflecting continued momentum in the company’s subscription model.
Nutanix added 730 new logos, up 18% year over year, signaling continued customer acquisition despite what management described as a dynamic environment. The company’s cumulative customer count rose to 31,710 by the end of the quarter, reflecting the steady expansion of its installed base
NTNX’s Operating Details for Q3In the fiscal third quarter, Nutanix’s non-GAAP gross margin contracted 40 basis points year over year to 87.8%.
Non-GAAP operating expenses increased 8% year over year to $460.5 million.
Non-GAAP operating income totaled $156.5 million, up 14.2% from the year-ago quarter.
Non-GAAP operating margin was 22.3%, up 80 bps from the year-ago quarter. The company highlighted that operating income expanded from the prior-year period, driven by improved operating leverage alongside revenue growth.
NTNX’s Balance Sheet & Cash FlowAs of April 30, 2026, cash and cash equivalents plus short-term investments totaled $2.01 billion, up from $1.87 billion as of Jan. 31, 2026.
During the third quarter of fiscal 2026, cash generated from operating activities was $207.5 million and free cash flow was $197.2 million, underscoring the company’s ability to translate operating execution into cash even as it continues investing in growth initiatives.
Shareholder returns also received an incremental lift. Nutanix announced that its board authorized an additional $750 million of common stock under the company’s existing share repurchase program, expanding capacity for potential buybacks going forward.
NTNX Raises FY26 GuidanceNTNX raised its fiscal 2026 guidance across metrics, reflecting confidence in business momentum. For the fourth quarter of fiscal 2026, the company guided revenues to $725-$745 million and non-GAAP operating margin to 21-23%, with diluted weighted average shares outstanding expected to be approximately 292 million.
For fiscal 2026, NTNX now expects revenues of $2.82-$2.84 billion, non-GAAP operating margin of approximately 22.5% and free cash flow of $760-$780 million. Management noted that server hardware shortages and partner pricing increases continue to affect the timing of converting bookings into revenues, an impact that the updated outlook incorporates into expectations for the fiscal fourth quarter and into fiscal 2027.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates revision.
The consensus estimate has shifted 6.42% due to these changes.
VGM ScoresAt this time, Nutanix has a strong Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. Charting a somewhat similar path, the stock has a grade of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Nutanix has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
F5 kupuje SurePath AI a rozšiřuje tím svou platformu pro zabezpečení AI ve firmách. Akvizice má pomoci odhalovat modely, agenty i neznámé AI nástroje v síti.
by Todd Bishop on Jun 26, 2026 at 10:45 amJune 26, 2026 at 11:05 am
François Locoh-Donou, F5’s chairman, president and CEO, at the company’s headquarters this week. (GeekWire Photo / Todd Bishop) F5’s acquisition this week of SurePath AI, a startup that detects artificial intelligence on corporate networks, is part of a broader effort by the Seattle company to cement itself in the booming market for securing AI for businesses.
“The more an enterprise adopts AI, the less visibility it has into what AI is operating in the organization,” said François Locoh-Donou, F5’s chairman, president and CEO, in an interview for this weekend’s GeekWire Podcast, conducted Thursday at the company’s downtown Seattle headquarters.
Denver-based SurePath, founded in 2023 and led by co-founder Casey Bleeker as CEO, had about 19 employees and had raised roughly $6 million in venture funding, according to PitchBook. Financial terms of F5’s acquisition weren’t disclosed.
SurePath monitors a company’s network to identify which AI tools and agents employees are using, including ones the company doesn’t know about, and tracks what they do.
F5 is incorporating SurePath into its broader AI security platform, announced this week, designed to discover the AI models and agents running inside a company, test them for vulnerabilities, and apply guardrails to keep them in check.
Locoh-Donou said customers have been forced to cobble that together from separate products. “Having four, five, six different tools to discover, test and secure your AI is a nightmare,” he said.
Kunal Anand, F5’s chief product officer, compared the problem to an earlier era, when employees adopted cloud software faster than their IT departments could track it. The big difference is that the AI version is moving faster and carries higher stakes.
“Shadow AI is shadow SaaS with a faster clock and a larger blast radius,” he wrote in a blog post.
F5, founded in Seattle in 1996, makes technology for securing and deploying applications across multiple platforms. The publicly traded company reported $3.1 billion in revenue in its most recent fiscal year and marked its 30th anniversary in May.
The SurePath deal is the latest in a string of acquisitions for the company, including its purchase last fall of CalypsoAI, now offered as F5 AI Red Team and F5 AI Guardrails.
Locoh-Donou said the company weighs three things in each acquisition: whether it can build the technology itself fast enough, whether the deal genuinely serves customers, and, above all, whether the team will fit F5’s culture.
“We have encountered companies in the industry that had great technology and brilliant people, but it was very clear to us that they would never be a great fit,” he said. “And so we walked away.”
Locoh-Donou discussed the acquisition, F5’s evolution, the rise of AI, the World Cup in Seattle and other topics in the GeekWire Podcast conversation. Look for the episode this weekend, and subscribe to GeekWire in Apple Podcasts, Spotify, or wherever you listen.
Landstar je levně oceněný a dál vrací kapitál prostřednictvím dividend a odkupů, ale trápí ho slabší poptávka po přepravě a vyšší kapacita kamionů. Tržby mají zůstat slabé.
Key Takeaways LSTR supports shareholders through dividends and buybacks while maintaining a low debt profile. LSTR is hurt by reduced demand for freight services and increased truck capacity. LSTR shares have gained in the past six months, but lags its industry and peers like JBHT and WERN. Landstar System, Inc. (LSTR - Free Report) looks cheap from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/S-F12M), LSTR is trading at a discount compared to the industry.
The stock has a forward 12-month P/S-F12M of 1.33X compared with 2.68X for the industry over the past five years. These factors indicate that the stock’s valuation is attractive.
LSTR P/S Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
Now, the question is whether it is worth buying, holding, or selling the Landstar stock at current prices. Let us delve deeper to find out.
Tailwinds Working in Favor of LSTR StockLandstar's efforts to develop its heavy haul services in addition to the cross-border transportation with Mexico are commendable. Cross-border transportation offers significant growth opportunities to LSTR as companies are increasingly sourcing products from Mexico because it moves production lines close to the United States, not only saving production costs but also making the supply chain more secure. Development of the company's heavy haul services should also boost profitability. Heavy haul business refers to the transportation of loads that are larger and heavier than the prepared roadways and bridges can bear, and they need specialized equipment and expert drivers. By bolstering its heavy haul capabilities, LSTR will be able to deliver goods between different sectors (mining, construction and manufacturing) that need transportation of large machinery and equipment.
Landstar’s strong balance sheet increases financial flexibility. The company ended first-quarter 2026 with cash and cash equivalents (and short-term investments) of $353.25 million, much higher than the current debt level of $26.1 million. This implies that the company has sufficient cash to meet its current debt obligations. Meanwhile, long-term debt has decreased to $43.14 million at first-quarter 2026 end from $48.5 million at fourth-quarter 2025 end.
A solid balance sheet enables the company to reward shareholders with dividends and share repurchases. As a reflection of its shareholder-friendly stance, in 2022, 2023, 2024 and 2025, LSTR paid dividends of $115.6 million, $117.1 million, $120.5 million and $124.7 million, respectively. Dividend-paying stocks like LSTR are generally safe bets for creating wealth, as these payouts act as a hedge against economic uncertainty, which characterizes current times.
Landstar is also active on the buyback front. LSTR repurchased shares worth $285.9 million in 2022, $53.9 million in 2023, $81.4 million in 2024 and $179.8 million in 2025. During the first quarter of 2026, Landstar purchased 150,923 shares for $22.6 million. Landstar is currently authorized to purchase up to an additional 1,115,195 shares under its longstanding share purchase program. Buybacks not only reduce the total outstanding share count, thereby increasing earnings per share, but also signal management's belief in the intrinsic value of the stock.
What Do Earnings Estimates Say for LSTR?The positive sentiment surrounding LSTR stock is evident from the fact that the Zacks Consensus Estimate for second-quarter 2026 and third-quarter 2026 earnings has been revised upward in the past 90 days. The consensus mark for 2026 and 2027 earnings has also been projected northward in the past 90 days.
The favorable estimate revisions indicate brokers’ confidence in the stock.
Image Source: Zacks Investment Research
LSTR Stock’s Price PerformanceShares of LSTR stock have gained 43.6% over the past six months, underperforming the transportation-truck industry’s 40.2% surge, as well as that of other industry players, J.B. Hunt Transport Services (JBHT - Free Report) and Werner Enterprises, Inc. (WERN - Free Report) ), within the same time frame.
LSTR Stock’s Six-month Price Comparison Image Source: Zacks Investment Research
Headwinds Weighing on LSTR StockLandstar is being hurt by reduced demand for freight services and increased truck capacity. Due to the weakness in freight demand, shipment volumes and rates are low. The top line has been suffering mainly due to the below-par performance of its key segment, namely, truck transportation. Revenues are likely to be weak going forward.
Risks associated with the economic slowdown, geopolitical tensions and tariff-induced economic uncertainty continue to bother the stock’s performance. As things stand now, consumer spending and business investments remain low, and production levels have decreased in response to reduced demand, affecting demand for goods transportation and resulting in a freight recession (The Cass Freight Shipments Index, which has declined in all the first five months of 2026. This measure has also deteriorated year over year in each of the past 12 months in 2025, which confirms the overall declining trend). We currently believe that these factors indicate persistent weakness in freight demand through the remainder of this year.
The still-high inflation reading continues to hurt consumer sentiment and growth expectations. With labor and material costs showing no signs of letting off, the ability to pass these increases through to the consumer will determine the profitability of trucking companies like LSTR.
The truck industry, of which Landstar is an integral part, has been persistently battling a driver shortage for several years. As old drivers are retiring, trucking companies are finding it difficult to find new drivers to take their place since the low-paying job does not appeal to the younger generation.
Not an Opportune Time to Buy LSTR StockIt is understood that LSTR stock is currently attractively valued. Moreover, Landstar's efforts to develop its heavy haul services are commendable and should boost profitability. Cross-border transportation with Mexico also offers significant growth opportunities. A solid balance sheet allows the company to continue paying dividends and buying back shares, reflecting its pro-shareholder stance.
Despite these positives, we advise investors not to buy LSTR stock now, as it continues to be hurt by reduced demand for freight services and increased truck capacity. Due to the demand weakness, shipment volumes and rates are low. Driver shortage continues to be another major concern. Considering all these factors, we advise investors to wait for a better entry point and not buy LSTR now. For those who already own the stock, it will be prudent to stay invested. The company’s current Zacks Rank #3 (Hold) justifies our analysis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Wanchain oznámil integraci s Rango Exchange, která má prostřednictvím WanBridge a xFlows podporovat cross-chain transakce napříč EVM i non-EVM sítěmi. Cílem je sjednotit fragmentovanou likviditu a zjednodušit multi-chain swapy.
In a strategic move to address friction within the multifaceted DeFi environment and provide users with seamless experiences, Wanchain, a decentralized multi-chain blockchain platform, today announced an important strategic integration with Rango Exchange, a cross-chain DEX aggregator. This collaboration enabled Wanchain to integrate Rango Exchange’s cross-chain DEX aggregation infrastructure to further advance its interoperability and liquidity capabilities, aiming to enhance the effectiveness of its all-in-one blockchain network that allows users to interact with a wide range of chains and assets efficiently in a non-custodial manner.
Wanchain operates as a decentralized blockchain interoperability platform built to efficiently connect isolated networks, enabling users to smoothly move assets and applications across different DeFi ecosystems.
‼️New integration‼️
We are happy to announce that @RangoExchange has officially integrated Wanchain into its crosschain aggregator & DEX!
In this integration, Rango will utilize WanBridge & xFlows to support crosschain transactions across both EVM & non-EVM chains ⛓️
🧵1/3 pic.twitter.com/Gk4RqFuwe3
— Wanchain (@wanchain_org) June 26, 2026 Wanchain Solves Liquidity Fragmentation with Rango Exchange Through its partnership with Rango Exchange, Wanchain aims to expand the efficiency of its cross-chain interoperability platform, especially in key areas such as token swap, liquidity fragmentation solution, and bridge risk mitigation. In the large DeFi world, various assets exist on various chains, and so their liquidity (trading volume and pools) is split among different networks. However, the liquidity fragmentation concern arises when some chains have full order book depth while others have inadequate, causing problems, including higher slippage and poorer price discovery for huge trades. This situation normally forces users to look for liquidity across networks, a complicated process involving manual bridging and numerous swaps. This fragmentation problem often causes users painful experiences as traders struggle to find the best prices, developers encounter difficulty integrating separate markets, and institutions experience lower capital efficiency as liquidity spreads thin across gateways.
These issues explain why Wanchain integrated Rango Exchange’s multi-chain DEX aggregation infrastructure. Rango, with its cross-chain DEX aggregator, has the proficiency in connecting multiple DEXs and bridges, providing one-stop routing for multi-chain swaps. Therefore, the integration of Rango Exchange helps unify fragmented liquidity across networks connected with Wanchain, allowing users on Wanchain to access better yield opportunities across networks without manually bridging and switching wallets. This tech fusion means Rango’s DEX aggregator automates the multi-step process, making cross-chain trading on Wanchain smooth, and assists users in finding better prices from the combined liquidity of multiple chains. As a result, the integration of Rango’s DEX aggregator makes a seamless user experience on Wanchain and connected cross-chain networks, despite the underlying liquidity remaining on separate chains.
Advancing DeFi User Experience with Cross-Chain Liquidity Solutions With its partnership with Rango Exchange, Wanchain aims to unlock new opportunities for customers and increase their capital efficiency in the larger DeFi landscape. DeFi clients always look for new opportunities to make the most of their asset holdings. Hence, this collaboration with Rango’s cross-chain DEX aggregator is set to further open up a huge volume of locked capital and bring a huge amount of liquidity for multi-chain trading on Wanchain.
The alliance between Wanchain and Rango Exchange showcases that liquidity aggregation is a crucial component in the multichain DeFi space. This makes fragmented markets unified and frictionless, consequently helping to decrease arbitrage gaps, minimize slippage, and allow large trade executions without severe impact.
AUTHOR
Nicholas Otieno is a fintech writer specializing in cryptocurrency markets. Since 2019, he has written articles to educate readers about cryptocurrency and its substantial positive impact on global prosperity. Nicholas is a Bitcoin holder, believing firmly in its fundamentals. His work has been featured in publications such as Finance Magnates, Blockchain.News, Bitcoin Magazine, Coincub, and among others. When he's not writing, Nicholas enjoys performing domestic tasks, spending time with friends, listening to music, and watching football.
Abercrombie & Fitch v 1. čtvrtletí překonala odhad na EPS 1,47 USD, ale tržby 1,11 miliardy USD za odhady zaostaly. Firma potvrdila celoroční výhled růstu tržeb o 3–5 %.
A month has gone by since the last earnings report for Abercrombie & Fitch (ANF - Free Report) . Shares have added about 8.7% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Abercrombie due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Abercrombie & Fitch Company before we dive into how investors and analysts have reacted as of late.
Abercrombie's Q1 Earnings Beat Estimates, Hollister Sales Flat Y/YAbercrombie posted first-quarter fiscal 2026 results, wherein the top line lagged the Zacks Consensus Estimate while the bottom line surpassed the same. Meanwhile, the company’s sales increased year over year, but earnings fell. Abercrombie’s earnings per share (EPS) of $1.47 in the fiscal first quarter fell 7.5% from the year-ago quarter. However, the bottom line beat the Zacks Consensus Estimate of $1.26 per share.
Net sales rose 2% year over year to $1.11 billion but missed the Zacks Consensus Estimate of $1.12 billion. The quarter marked the 14th straight quarter of sales growth. Results were driven by higher sales in the Americas and a sharp acceleration in APAC, partially offset by weaker demand in EMEA. Comparable sales dipped 1% on a constant-currency basis, reflecting a softer regional mix despite continued growth in key markets.
Americas net sales increased 3% year over year to $899.9 million, supported by 1% comparable-sales growth. APAC was the standout in growth rate, with net sales up 24% to $46.5 million and comparable sales up 15%. In contrast, EMEA net sales declined 10% to $167.4 million and comparable sales fell 11%, which management tied to softer demand as the Middle East conflict ramped up, particularly impacting the Hollister brands in the region.
Abercrombie Brands’ PerformanceBy brand, Abercrombie net sales rose 3% to $564.7 million, while Hollister net sales were essentially flat at $549.1 million.
The brand split underscores that the company’s growth in the quarter was concentrated in Abercrombie, while Hollister held revenues steady but faced pressure in comparable sales. Comparable sales were flat for Abercrombie and down 2% for Hollister.
ANF’s Margins & ExpensesSelling expenses increased 7.8% to $431.2 million and rose 230 basis points (bps) to 38.7% of net sales, while general and administrative expense increased 4.5% to $182.8 million and moved up 50 bps year over year to 16.4% of sales.
Operating income of $88.8 million declined 18.5% from adjusted operating income of $109 million, and adjusted operating margin contracted 180 bps to 8%.
Abercrombie’s Cash Flow Backed Buybacks and FlexibilityANF ended the quarter with $594.1 million in cash and cash equivalents and maintained total liquidity of approximately $1 billion, including borrowing available under its ABL facility. Inventory was $532.7 million, down 1.7% from the prior-year quarter.
Operating cash flow was $44.3 million compared with a use of $4 million a year ago, while capital spending totaled $61.3 million. The company repurchased 1.2 million shares for about $105 million during the quarter and had $745 million remaining under its March 2025 authorization, reinforcing management’s emphasis on returning capital alongside continued investment in stores and brand-building.
Abercrombie’s Q2 & FY26 OutlookManagement maintained its fiscal 2026 outlook for net sales growth of 3-5% and operating margin of 12-12.5%, with net income per share expected in the range of $10.20-$11.00. The company continues to plan roughly $450 million in share repurchases and capital expenditures of around $225 million versus $200-$250 million expected earlier. It expects an effective tax rate of about 30%.
For fiscal 2026, Abercrombie plans 30 net store openings, together with 80 remodels and rightsizes, and 20 closures.
For the second quarter of fiscal 2026, ANF expects net sales growth of 2-4% and an operating margin of around 10%, with net income per share projected at $1.80-$2.00. The outlook also embeds a year-over-year tariff headwind of about 120 basis points in the quarter, while the fiscal-year tariff impact was reduced to an unfavorability of around 20 basis points. The company noted it has applied for approximately $100 million of tariff refunds under IEEPA. It expects share repurchases of at least $150 million in the fiscal second quarter.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in fresh estimates.
The consensus estimate has shifted -22.78% due to these changes.
VGM ScoresAt this time, Abercrombie has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. However, the stock was allocated a score of A on the value side, putting it in the top quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Abercrombie has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
CEO Tanger Stephen Yalof uvedl, že od začátku roku roste návštěvnost i tržby v outletových centrech. Firma zároveň ve 1. čtvrtletí vykázala Core FFO ve výši 0,59 USD na akcii, což je meziročně o 11 % více.
Stephen Yalof, CEO of Tanger (NYSE:SKT | SKT Price Prediction), a retail REIT that owns and operates outlet shopping centers across the U.S., delivered an on-the-ground read of the U.S. shopper on a recent CNBC appearance, telling viewers that consumers have kept coming back to Tanger’s shopping centers since the beginning of the year. CEO Yalof says that despite anticipated headwinds from rising, sticky inflation, the company is seeing traffic up and sales up across its outlet portfolio. His commentary offers a window into a roughly 38-center outlet REIT concentrated in secondary and Southeastern markets rather than major coastal cities.
What Yalof Is Seeing in the Outlet Channel According to Yalof, today’s shopper wants entertainment and food experiences in addition to shopping, which is why Tanger has been reframing its centers as lifestyle destinations rather than pure discount stops. He flagged Gen Z as a standout segment that wants to shop in physical environments, touch products, and shop in groups, summarizing the behavior as “shopping is entertainment again.”
Yalof also said Tanger is borrowing a lesson from the full-price retail world: consumers “might come for food but stay for shopping,” driving cross-shopping across tenants. On brand traction, he pointed to a value-and-trade-down dynamic, with names like Coach and Ralph Lauren resonating with younger shoppers in the outlet channel.
The Numbers Behind the Commentary Tanger’s own first-quarter results offer a quantitative backdrop for the CEO’s optimism. The company reported Core FFO of $0.59 per share, up 11% from the prior year, with occupancy ending the quarter at 97%, up 120 basis points year-over-year, and sales productivity of $482 per square foot on a trailing 12-month basis. Revenue came in at $150.42M, ahead of a $143.65M estimate, while net income rose 53.21% year over year to $29.4M. Leasing activity hit record levels with 651 leases totaling 3.4 million square feet over the last 12 months and blended rent spreads of 10.5%.
Yalof paired that with a capital-return signal, noting a 7% increase in the dividend supported by earnings growth and conservative payout ratios. Tanger now carries a dividend yield near 2.97% and trades at roughly 38x trailing earnings, with a $4.66B market cap.
Retail Sales Data Confirms These Trends Independent data partially confirms these trends. U.S. retail sales have climbed five months in a row, from $734,503M in January 2026 to $763,705M in May 2026, the highest reading in the 12-month series. BEA personal consumption expenditures also stepped up each month of 2026, reaching $22,059.8B in May 2026, with recreation and food services spending both higher year over year.
Sentiment tells a different story. The University of Michigan index sat at 49.8 in April 2026, down 6.6% from a month earlier, deep in what the survey treats as recessionary territory. That gap between how consumers feel and what they spend is the key tension Yalof’s commentary speaks to.
What to Watch Yalof’s comments reinforce a theme that has puzzled investors throughout 2026: consumers continue to spend even as surveys suggest they’re becoming more pessimistic. Tanger’s rising traffic at outlet locations, higher sales, record leasing activity, and increased guidance all point to continued resilience in discretionary retail, particularly among value-oriented shoppers.
Whether that strength persists will become clearer over the second half of the year. Investors might get more insights over time from holiday-season traffic, tenant sales productivity, occupancy trends, and whether inflation or tariffs begin to meaningfully pressure consumer spending.
Bath & Body Works v 1. čtvrtletí překonala odhady zisku i tržeb, ale čisté tržby meziročně klesly o 3,2 % na 1,378 miliardy USD. Firma zároveň potvrdila celoroční výhled pro fiskální rok 2026.
It has been about a month since the last earnings report for Bath & Body Works (BBWI - Free Report) . Shares have added about 7.2% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Bath & Body Works due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.
BBWI Q1 Earnings Top Estimates as Growth Strategy Fuels OptimismBath & Body Works posted first-quarter fiscal 2026 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. However, sales and adjusted earnings declined year over year, reflecting persistent pressure from cautious consumer spending, category mix challenges and tariff-related cost inflation. Management noted that underlying business trends remained consistent with the softness seen in recent quarters.
Despite the pressured environment, the company highlighted encouraging progress from its Consumer First Formula strategy, which is designed to drive sustainable long-term growth. The initiative focuses on strengthening hero categories, accelerating disruptive product innovation, modernizing the brand, improving digital and marketplace capabilities, and operating with greater speed and efficiency.
Management stated that early proof points from these efforts are beginning to resonate with consumers and expects momentum to build through the remainder of 2026 and into 2027.
BBWI’s Quarterly Performance: Key Metrics & InsightsBath & Body Works reported adjusted earnings of 32 cents per share in the fiscal first quarter, surpassing the Zacks Consensus Estimate of 29 cents. However, adjusted earnings declined 34.7% from 49 cents in the year-ago quarter.
Net sales declined 3.2% year over year to $1,378 million but exceeded the Zacks Consensus Estimate of $1,370 million. Performance reflected softer demand trends across several categories, partially offset by growth in soaps, sanitizers and international markets.
Net sales for Stores - U.S. and Canada declined 4.3% year over year to $1.06 billion.
Direct - U.S. and Canada net sales slipped 1.5% year over year to $246 million. Management noted that normalized for the free shipping threshold change, stores and digital performed comparably during the first quarter. Buy Online, Pickup In Store represented approximately 20% of the total direct demand.
International and Other net sales increased 9% year over year to $70 million, which includes domestic third-party wholesale revenues. International net sales increased 5%, while system-wide retail sales rose 11% during the quarter.
Within North America, Body Care sales declined in the mid-teens, Home Fragrance sales decreased in the low-single digits, and Soaps & Sanitizers sales increased in the low-single digits.
Sneak Peek Into BBWI’s MarginsAdjusted gross profit declined 9.1% year over year to $588 million. Moreover, the adjusted gross margin contracted 270 basis points to 42.7% from the prior-year period.
The adjusted merchandise margin rate declined 210 basis points year over year due to tariffs, inflation, crude oil impacts of approximately 130 basis points and category mix. However, adjusted average unit retail remained flat year over year.
Adjusted SG&A expenses remained flat year over year at $436 million. However, as a percentage of sales, adjusted SG&A deleveraged 100 basis points to 31.7% due to sales deleverage, investments associated with the Consumer First Formula and inflationary wage pressures. These pressures were partially offset by Fuel for Growth savings initiatives and incremental cost reductions.
Adjusted operating income declined 27.6% year over year to $151 million, while the adjusted operating margin contracted 370 basis points to 11%.
Bath & Body Works’ Store UpdateDuring the fiscal first quarter, Bath & Body Works opened 13 stores and closed 17 stores across North America. Selling square footage totaled 5.48 million square feet at the quarter-end.
Internationally, partners operated 579 stores, including 542 international stores and 37 travel retail locations. International partners opened eight stores and closed two during the quarter, reflecting continued expansion outside North America.
BBWI’s Financial Health SnapshotBath & Body Works ended the fiscal first quarter with cash and cash equivalents of $820 million compared with $636 million in the prior-year period. Long-term debt stood at $3.61 billion versus $3.89 billion last year.
Inventories declined to $782 million from $869 million in the prior-year quarter, reflecting disciplined inventory management.
In the fiscal first quarter, the company generated $244 million in operating cash flow and invested $49 million in capital expenditure. BBWI also redeemed $284 million of January 2027 notes during the quarter and paid out $40 million in dividends.
BBWI’s Q2 GuidanceFor the second quarter of fiscal 2026, the company expects net sales to decline 5-3% from $1.55 billion in the second quarter of fiscal 2025. Management expects the underlying business trend to decline in the low-single-digit percentage. Promotional activity is anticipated to be the same as that reported last year.
International net sales are projected to increase in the low to mid-single-digit range during the quarter. However, management highlighted that the ongoing geopolitical conflict in the Middle East is expected to weigh on international performance.
The gross profit margin for the fiscal second quarter is expected to be 40%. The anticipated margin pressure reflects higher store occupancy costs, deleverage associated with lower sales volumes and continued investments in product transformation initiatives.
The SG&A expense rate is expected to be 31.8%, reflecting sales deleverage, wage inflation, merit increases and continued investments in the Consumer First Formula. These headwinds are expected to be partially offset by savings generated through the company’s Fuel for Growth initiative.
Bath & Body Works expects fiscal second-quarter earnings per share of 20-25 cents, whereas it reported earnings of 30 cents and adjusted earnings of 37 cents in the prior-year quarter.
BBWI Reaffirms FY26 OutlookBath & Body Works reaffirmed all elements of its fiscal 2026 guidance despite continued macroeconomic uncertainty and value-focused consumer behavior. For fiscal 2026, the company expects net sales to decline 4.5-2.5% year over year from the fiscal 2025 reported sales of $7.291 billion. Management noted that the outlook assumes a macroeconomic backdrop similar to fiscal 2025, with consumers continuing to exhibit cautious, value-seeking spending behavior and promotional activity remaining at levels comparable to the prior year.
Underlying business trends are expected to fall 3% for the year. However, management believes that investments in innovation, improved marketing execution and expanded customer touchpoints will begin contributing more meaningfully over time, with stronger benefits anticipated during the back half of fiscal 2026 and into fiscal 2027.
Bath & Body Works expects its fiscal 2026 adjusted gross profit margin to be 42.4%. The company expects buying and occupancy deleverage tied to lower sales volumes, along with merchandise margin pressure from product investments, to weigh on profitability. These pressures are expected to be partially offset by Fuel for Growth initiatives.
Management noted that tariff-related costs, including product cost inflation, are expected to remain roughly neutral to year-over-year earnings for fiscal 2026. The outlook also assumes elevated energy prices throughout the remainder of the year.
The adjusted SG&A expense rate is expected to be 29.2%, reflecting wage inflation, Consumer First Formula investments and sales deleverage, partially offset by savings from the Fuel for Growth initiative. Bath & Body Works continues to target $250 million in cumulative savings over two years under its Fuel for Growth program, with $175 million expected to be realized in fiscal 2026. The savings are expected to be split roughly evenly between gross margin and SG&A benefits.
Bath & Body Works expects fiscal 2026 adjusted earnings per share of $2.40-$2.65, whereas it reported adjusted earnings of $3.21 in fiscal 2025. Earnings are projected between $3.00 and $3.25, whereas it reported EPS of $3.11 in fiscal 2025. The company emphasized that its guidance does not assume any share repurchases or potential tariff refunds during fiscal 2026.
Bath & Body Works expects $270 million in capital expenditure in fiscal 2026, primarily focused on strategic investments tied to product transformation, digital capabilities and operational initiatives.
The company also expects to maintain its annual dividend of 80 cents per share during fiscal 2026 while continuing to prioritize disciplined capital allocation and balance-sheet strength. The free cash flow for fiscal 2026 is projected to be $600 million, providing flexibility to support investments, dividends and debt management initiatives.
Management stated that fiscal 2026 will serve as a foundational investment year as the company works to reposition the business for sustainable, durable long-term growth. The company believes its leadership position in home fragrance, soaps & sanitizers and body care categories, combined with disciplined cost management and consistent free cash flow generation, provides a strong foundation to execute its long-term transformation strategy successfully.
How Have Estimates Been Moving Since Then?It turns out, estimates review have trended upward during the past month.
The consensus estimate has shifted 9.3% due to these changes.
VGM ScoresAt this time, Bath & Body Works has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. However, the stock was allocated a grade of A on the value side, putting it in the top 20% for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Bath & Body Works has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
EDF podepsala dohodu o prodeji své divize EDF Power Solutions v USA a Kanadě fondu KKR. Součástí jsou provozy a aktiva o výkonu 5,6 GW obnovitelných zdrojů.
The logo is seen prior to the presentation of the French state-owned utility EDF 2023 half-year results in Paris, France, July 27, 2023. REUTERS/Benoit Tessier Purchase Licensing Rights, opens new tab
CompaniesJune 26 (Reuters) - EDF signed an agreement to sell EDF Power Solutions in the United States and Canada to private equity firm KKR, the company said on Friday.
KKR will acquire the operations and assets. In the U.S. and Canada, EDF Power Solutions operates 5.6 gigawatts of renewable assets.
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EDF, which owns and operates France's nuclear fleet, must raise cash to maintain its 57 aging reactors and finance the construction of six new units.
In November EDF CEO Bernard Fontana told Reuters the company was considering selling between 50% and 100% of its U.S. renewable unit, a deal that could value the business at nearly €4 billion ($4.56 billion).
EDF has developed 26 gigawatts of wind, solar and battery storage projects plus electric vehicle charging sites and has 17 GW under service contracts in North America, which includes a small amount in Canada and Mexico, according to its website.
($1 = 0.8773 euros)
Reporting by Margaux Perrin in Gdansk, Editing by Louise Heavens
Our Standards: The Thomson Reuters Trust Principles., opens new tab
A month has gone by since the last earnings report for Capri Holdings (CPRI - Free Report) . Shares have lost about 4.5% 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 Capri Holdings due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
Capri Holdings Beats Q4 Earnings Estimates, Sees FY27 Growth AheadCapri Holdings delivered fourth-quarter fiscal 2026 results, with revenues missing the Zacks Consensus Estimate and declining year over year. However, earnings surpassed the consensus estimate and improved significantly from the prior-year quarter.
Management highlighted that strategic initiatives introduced last year are gaining traction, with improving trends visible across both Michael Kors and Jimmy Choo. The company noted that actions taken to strengthen product innovation, brand desirability and consumer engagement are resonating well with consumers, providing early validation of its transformation efforts. Capri Holdings also emphasized that fiscal 2026 was focused on stabilizing the business and building a stronger foundation for long-term growth.
Looking ahead, management expressed confidence in returning to revenue and earnings growth in fiscal 2027, projecting low-single-digit revenue growth and nearly 40% earnings-per-share growth. Longer term, the company aims to grow Michael Kors revenues to $4 billion and Jimmy Choo revenues to $800 million while significantly improving profitability and delivering sustainable long-term shareholder value.
More on Capri Holdings’ Q4 ResultsCapri Holdings reported adjusted earnings of 22 cents per share for the fourth quarter, which surpassed the Zacks Consensus Estimate of 11 cents. The bottom line improved significantly from an adjusted loss of $4.55 per share reported in the year-ago period. On a reported basis, the company posted a loss of one cent per share compared with a loss of $4.90 in the prior-year quarter.
Total revenues came in at $796 million, missing the Zacks Consensus Estimate of $804 million. The top line declined 3.7% year over year on a reported basis and 7% on a constant-currency basis.
By geography, The Americas remained the largest region but was also the main drag, with revenues of $433 million compared with $493 million in the year-ago quarter. EMEA improved to $246 million from $223 million, while Asia edged up to $117 million from $111 million, partially offsetting softness in the Americas.
Gross profit increased to $516 million from $495 million in the year-ago quarter. Gross margin expanded 490 basis points to 64.8%, aided by a $40 million reduction in the cost of goods sold tied to estimated IEEPA tariff refunds.
Operating loss narrowed to $27 million from $57 million a year ago. On an adjusted basis, operating loss improved to $1 million from $15 million in the prior-year quarter, with adjusted operating margin improving to negative 0.1% from negative 1.8% a year ago.
CPRI’s Q4 Revenue Insights by SegmentsMichael Kors generated revenues of $656 million, down 5.5% year over year on a reported basis and 8.4% on a constant-currency basis. The brand experienced sequential improvement in retail trends, with full-price retail channel comparable sales increasing across all regions. Total retail channel average unit retails (AURs) increased by a mid-single-digit percentage, while wholesale sales at the point of sale improved to approximately flat compared with the prior year.
Gross margin expanded to 64.6%, benefiting from an estimated receivable related to IEEPA tariff refunds. Operating income increased to $57 million from $32 million a year ago, while operating margin expanded to 8.7% from 4.6% in the prior-year quarter.
Jimmy Choo delivered a solid performance, with revenues increasing 5.3% year over year to $140 million on a reported basis and remaining flat on a constant-currency basis. Retail sales increased by a mid-single-digit percentage, with sequential improvement across all regions, while wholesale point-of-sale trends also improved sequentially. Gross margin came in at 65.7%. However, the brand reported an operating loss of $20 million compared with an operating loss of $10 million in the prior-year quarter.
Capri Holdings’ Financial Health SnapshotCapri Holdings exited fiscal 2026 with cash and cash equivalents of $135 million and total borrowings of $357 million, resulting in net debt of $222 million, a significant improvement from $1.4 billion in the prior year. Operating cash flow for fiscal 2026 totaled $197 million, while capital expenditures were $63 million, leading to free cash flow of $134 million. Inventory levels declined 17% year over year to $581 million, reflecting improved inventory discipline and operational efficiency.
Capri Holdings resumed a more aggressive capital return stance in the quarter, repurchasing approximately 4 million shares for $79 million. The remaining authorization under the share repurchase program was $921 million at the end of the fourth quarter.
Capri Holdings’ Q1 OutlookFor the first quarter of fiscal 2027, Capri Holdings expects total revenues of approximately $750 million and operating income of around $10 million. Net interest and other income are projected at roughly $20 million, while the effective tax rate is expected to be approximately negative 50%. The company anticipates earnings per share of about 40 cents.
Within the segments, Michael Kors revenues are projected at approximately $585 million, with the operating margin expected in the high-single-digit range. Jimmy Choo revenues are anticipated to be approximately $165 million, with the operating margin in the low-single-digit range.
CPRI’s FY27 GuidanceFor fiscal 2027, Capri Holdings expects total revenues of approximately $3.525 billion, representing growth of nearly 1.5% from fiscal 2026 revenues of $3.474 billion. The company projects operating income of around $190 million compared with $23 million reported in fiscal 2026. Net interest and other income are projected in the range of $85-$90 million, while the effective tax rate is expected to be in the low-teens range. The company anticipates earnings per share of about $2.15. Capri Holdings also plans share repurchases of nearly $200 million and capital expenditures of approximately $125 million during the fiscal year.
For Michael Kors, fiscal 2027 revenues are expected to be approximately $2.9 billion, with the operating margin projected in the low-double-digit range. Jimmy Choo revenues are anticipated to be approximately $625 million, with the operating margin in the low-single-digit range.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
The consensus estimate has shifted 20% due to these changes.
VGM ScoresCurrently, Capri Holdings has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. Charting a somewhat similar path, the stock has a grade of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of A. 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. Interestingly, Capri Holdings has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Tesla uzavřela žalobu kvůli smrtelné nehodě z roku 2023 s FSD (Supervised), ale federální vyšetřování systému pokračuje. NHTSA zkoumá, zda software správně reaguje na zhoršenou viditelnost. Vyšetřování bylo otevřeno v roce 2024 po čtyřech hlášených nehodách v podmínkách nízké viditelnosti a v březnu 2026 bylo povýšeno na engineering analysis.
Image Credits:Getty Images Tesla has settled a lawsuit connected to a fatal 2023 crash involving a vehicle using the company’s advanced driver assistance system known as Full Self-Driving.
Bloomberg was first to report on the settlement. Terms were not disclosed.
The lawsuit was filed against Tesla and the driver by the daughter of Johna Story, a 71-year-old woman who was struck by a Tesla Model Y. Story was hit after she stepped out of her own vehicle to direct traffic around a crash that had occurred earlier due to sun glare.
The National Highway Traffic Safety Administration opened an investigation into Tesla’s FSD (Supervised) automated driving software in 2024 after four reported crashes in low visibility conditions — including the one involving Story. NHTSA said, at the time, it was investigating the driver assistance system to find out whether it could “detect and respond appropriately to reduced roadway visibility conditions,” such as “sun glare, fog, or airborne dust.”
That investigation was upgraded in March 2026 to an engineering analysis. In that report, the agency wrote “Available incident data raise concerns that Tesla’s degradation detection system, both as originally deployed and later updated, fails to detect and/or warn the driver appropriately under degraded visibility conditions such as glare and airborne obscurants.”
While the settlement ends the family’s lawsuit, this upgraded NHTSA investigation has not yet been closed. At stake for Tesla for the federal investigation is a host of possible outcomes, including a recall.
The federal agency also opened an investigation into FSD in October 2025 after receiving reports the software caused the vehicles to run red lights or cross into the wrong lane.
BTIG potvrdila Uberu doporučení Buy a cílovou cenu 100 USD, ale varuje, že robotaxi strategie může investorům přinést větší přínos až za několik let. U Uberu je v USA jen asi 200 exkluzivních ne-Waymo robotaxi, která jezdí přes Avride v Dallasu a Motional v Las Vegas.
In a research note published Friday, Fuller reiterated a Buy rating and maintained a $100 price forecast, but argued that Uber’s growing list of autonomous vehicle (AV) partnerships has yet to meaningfully shift investor sentiment.
Waymo Remains The Clear LeaderAccording to BTIG estimates, roughly 4,100 robotaxis are currently providing paid rides across 11 U.S. cities. About 3,800 of those vehicles belong to Waymo, while only about 300 are spread across five competing AV platforms.
The firm estimates around 1,000 autonomous vehicles are available through the Uber app in the U.S. However, roughly 800 of those are Waymo vehicles, and about 500 are also accessible through the Waymo app.
That leaves Uber with only about 200 exclusive non-Waymo robotaxis, operating through Avride in Dallas and Motional in Las Vegas. BTIG does not expect Uber’s exclusive AV fleet to reach the thousands until 2027 or 2028.
Long-Term View Remains PositiveBTIG said it still sees a long-term path for a fragmented autonomous vehicle market, with multiple platforms, car owners and fleet managers using Uber as a demand aggregator.
However, the firm said that shift could take years, with Waymo still the dominant platform and visibility limited. Investors likely need to see other AV platforms scale and a much larger robotaxi fleet on Uber’s app before giving the company more credit for its U.S. rideshare business, BTIG said.
While Uber’s on-app robotaxi count may rise in the second half, BTIG does not expect thousands of exclusive non-Waymo vehicles until late 2027 or 2028, leaving few near-term catalysts.
The brokerage maintained its Buy rating and $100 price forecast, based on a 15-times multiple of its 2027 EBITDA estimate. BTIG expects Uber’s adjusted EBITDA to grow about 30% while continuing to benefit from expansion in mobility, delivery, advertising and Uber One memberships.
Uber Technical AnalysisUber stock rose nearly 3% on Friday, outperforming a weaker broader market. The Nasdaq fell 0.81%, while the S&P 500 slipped 0.16%.
Uber is rebuilding momentum above key moving averages. The stock traded about 4.9% above its 20-day simple moving average of $71.43 and roughly 2% above its 50-day SMA of $73.45.
However, shares remain about 8.1% below the 200-day SMA of $81.56 after falling 19.5% over the past 12 months.
The MACD indicator remains above its signal line, pointing to improving buying momentum. Even so, the longer-term trend remains under pressure following the 50-day SMA’s move below the 200-day SMA earlier this year.
Key resistance sits near $81, close to the 200-day SMA. Support is around $69, above the 52-week low of $67.19.
Uber Price ActionUBER Price Action: Uber Technologies shares were up 3.03% at $74.44 at the time of publication on Friday, according to Benzinga Pro data.
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Key Takeaways Alphabet's ad revenues rose 15.5% to $77.25B in Q1 2026, helping lift total revenues by 22% to $109.9B. GOOGL expanded AI across ads, boosting relevance, Maps engagement and Smart Bidding performance. Alphabet deepened its Walmart partnership to improve ad targeting and measure online and in-store sales. Alphabet (GOOGL - Free Report) is benefiting from rising advertising revenues, which have become a key growth driver of its robust financial performance. In the first quarter of 2026, Google’s advertising revenues increased 15.5% year over year to $77.25 billion and accounted for 70.3% of total revenues.
The company’s consolidated revenues surged 22% year over year to $109.9 billion in the first quarter of 2026, marking the company’s 11th consecutive quarter of double-digit growth. The core of this momentum lies in Google Services, where advertising remains the dominant revenue stream. Google Search & other advertising revenues grew 19% to $60.4 billion, while YouTube ads contributed $9.9 billion, up 11% from the previous year.
A key driver behind this surge is Alphabet’s aggressive integration of advanced AI models, particularly Gemini, across its entire ads infrastructure. These AI enhancements have significantly improved ad relevance and user intent understanding, allowing Alphabet to match ads more precisely to user queries, even for longer, more complex searches that were previously difficult to monetize. In the first quarter of 2026, the company announced that Google Maps, with AI-driven improvements, has led to a nearly 10% increase in user engagement with promoted pins, while Smart Bidding powered by Gemini has enabled advertisers to achieve greater precision and performance.
Alphabet’s partnership with Walmart remains noteworthy. The company recently partnered with Walmart Connect to integrate Walmart’s first-party shopper audiences into Display & Video 360, starting with YouTube campaigns. Advertisers can now target high-intent Walmart shoppers and measure how video ads drive online and in-store sales through closed-loop measurement, improving campaign effectiveness and return on ad spend.
Alphabet’s leadership in AI and strong partnerships with major retailers and tech companies position the company for continued growth and further upside in the digital advertising market.
Alphabet Faces Tough CompetitionAlphabet is facing stiff competition from the likes of Reddit (RDDT - Free Report) and Meta Platforms (META - Free Report) . Both Reddit and Meta Platforms are expanding their footprint in the ad space.
Reddit is benefiting from strong demand in its advertising business, which has become a key growth driver of its impressive financial performance and future growth prospects. In the first quarter of 2026, Reddit reported total revenues of $663 million, up 69% year over year, with advertising revenues growing even faster at 74% to $625 million. This marks Reddit’s seventh consecutive quarter of revenue growth above 60%, underscoring the sustained momentum in its ad business.
Meta Platforms’ focus on integrating AI into its platforms, which include Facebook, WhatsApp, Instagram, Messenger, and Threads, is driving user engagement to boost ad revenues. In the first quarter of 2026, Meta's advertising revenues were $55.02 billion, up 33% year over year.
GOOGL’s Share Price Performance, Valuation & EstimatesAlphabet shares have risen 9.8% year to date, underperforming the broader Zacks Computer and Technology sector’s rise of 14.5%.
GOOGL Stock Performance
Image Source: Zacks Investment Research
GOOGL stock is trading at a premium, with a forward 12-month price/sales of 8.95X compared with the broader Computer and Technology sector’s 6.43X. Alphabet has a Value Score of D.
GOOGL's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $14.30 per share, which has increased by a penny over the past 30 days. This suggests 32.28% growth from 2025’s reported figure.
Alphabet currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Alphabet vydal prioritní akcie s dividendou 6,25 %, ale jen do konverze na kmenové akcie 15. května 2029. Poté mohou investoři očekávat běžný dividendový výnos 0,25 %.
Alphabet (GOOGL 0.62%) (GOOG 0.58%) historically has had no shortage of growth opportunities to direct its capital toward. That's why it never paid a dividend in the past, as management felt the cash was better suited to reinvest in the business. This philosophy changed in June 2024, when the company paid its first quarterly dividend of $0.20 per share. That payout is now $0.22 per quarter. But the low dividend yield of 0.25% isn't enough to compel income investors to buy this Magnificent Seven stock.
The situation looks a bit different now. Alphabet is investing so much to expand its artificial intelligence (AI) infrastructure that it has now tapped equity markets to raise fresh capital. As part of a nearly $85 billion raise, the company issued $16.75 billion of convertible preferred stock (GOOGM is the Class A equivalent, and GOOGN is the Class C equivalent). It offered a hefty 6.25% dividend yield at issuance.
That seems like a good deal, especially since the preferred stock comes from one of the most dominant tech companies. Before you rush to buy, read the fine print first.
Image source: The Motley Fool.
Sitting between bondholders and common shareholders Preferred equity is a hybrid security that mimics both bonds, because they have a fixed dividend, and equities, since they represent ownership. And on the capital structure, it sits between bondholders and common shareholders. If a company goes bankrupt and has to liquidate assets, preferred holders get paid out before common equity holders.
These investment products are catered to a specific type of market participant. Investors who want to earn yield and limit downside will find preferred equities attractive.
Today's Change
(
-0.62
%) $
-2.13
Current Price
$
341.58
Bullish investors should pass on this Alphabet's preferred stock isn't perpetual. Instead, it will convert to common shares on May 15, 2029. So, the 6.25% dividend yield will be active for only about three years. After that, investors can expect to receive the common stock's low 0.25% yield.
The conversion details can be confusing for average investors. Your decision to buy the preferred stock comes down to your forecast of where Alphabet's common shares will be in the future. If the stock price doubles in five years, which is a reasonable view given the company's impressive profit growth relative to its current valuation, then it makes sense to keep things simple and own the common shares.
On the other hand, if you believe Alphabet's common shares will be flat or decline over the next five years, then owning the preferred shares is interesting. There's income to be made.
For long-term investors, however, it's best to pass on this financial instrument. While the dividend yield draws a lot of attention, the fine print presents a more complex situation.
Netflix sází na AI pro lepší doporučování, vyhledávání a tvorbu obsahu, aby zvýšil udržení uživatelů. Firma zároveň rozšiřuje AI nástroje pro reklamu a mobilní rozhraní.
Key Takeaways Netflix is using AI to improve discovery, recommendations and conversational search for users.AI creator tools and a new mobile interface aim to boost content efficiency and engagement.Amazon and Disney are expanding AI capabilities, challenging Netflix's retention advantage. Netflix’s (NFLX - Free Report) aggressive AI strategy is emerging as a key differentiator that could strengthen user retention and help drive long-term revenue growth. The company has made AI one of its three strategic priorities, using generative AI to improve content discovery, personalize recommendations, test conversational search features and create higher-quality promotional assets. These enhancements are designed to help members quickly find relevant content, increasing engagement and reducing churn. Management also noted that its internal engagement-quality metric reached another record high in the first quarter, highlighting how a better user experience can translate into stronger retention.
Beyond improving content discovery, Netflix is leveraging AI to improve content creation. Its acquisition of InterPositive expands the company's suite of AI-powered filmmaking tools, enabling creators to produce content more efficiently while enhancing storytelling. Since content remains Netflix's largest investment, improving production efficiency could increase returns on content spending over time. The company is also rolling out an upgraded mobile interface featuring a vertical video discovery feed, further enhancing personalization and engagement.
Meanwhile, Netflix continues to expand AI beyond streaming. At its May 2026 Upfront event, the company introduced AI-powered advertising tools to help brands optimize campaigns, demonstrating how AI is also supporting its fast-growing advertising business. However, the long-term success of Netflix's AI initiatives will depend on consistently delivering engaging content and effectively implementing new AI features amidst fierce competition.
By combining AI-driven personalization, creator tools, product innovation and advertising capabilities, Netflix is strengthening engagement across its platform, supporting higher user retention and creating additional long-term monetization opportunities.
Netflix's AI Investments Face Powerful CompetitorsNetflix's AI-driven personalization for retention faces growing competition from Amazon.com, Inc. (AMZN - Free Report) , which leverages AWS AI, Bedrock and Alexa+ capabilities to enhance personalization, advertising and ecosystem engagement. While AMZN benefits from superior AI infrastructure, scale and investment capacity, it lacks Netflix's dedicated streaming focus. However, AMZN's broader monetization opportunities make it a formidable competitor.
The Walt Disney Company (DIS - Free Report) is strengthening its competitive position by expanding AI through hyper-personalized recommendations, interactive Disney+ and technology-led engagement to reduce churn. DIS combines premium intellectual property with cross-platform experiences, creating long-term opportunities beyond streaming. However, the company remains early in AI deployment, making execution and technology integration key challenges. Even so, its expanding AI capabilities and ecosystem strengths position DIS as a meaningful challenger to Netflix's established AI-driven retention advantage.
NFLX’s Price Performance, Valuation & EstimatesShares of Netflix have declined 24.4% in the year-to-date period compared with the broader Zacks Consumer Discretionary sector’s fall of 11%.
NFLX’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Netflix appears overvalued, trading at a trailing twelve-month P/S ratio of 6.5X, higher than the industry's 3.82X. NFLX carries a Value Score of D.
NFLX’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $3.60 per share, unchanged over the past 30 days and up by 2% over the past 60 days. This indicates a 42.29% increase from the previous year.
EPS Trend of NFLX Stock
Image Source: Zacks Investment Research
NFLX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Netflix vzrostl o více než 5 %, protože investoři sází na živé sportovní přenosy a AI jako motor dlouhodobého růstu. Firma rozšiřuje spolupráci s NFL, WWE a MLB.
Netflix Inc. NFLX shares rose more than 5% on Friday, outperforming the broader market.
Investors assessed the streaming giant's growing investments in live sports programming and artificial intelligence initiatives as potential drivers of long-term growth and user engagement.
The S&P 500 gained 0.3% while the Nasdaq Composite was up 0.06%.
Investors appeared encouraged by Netflix's efforts to diversify beyond its traditional on-demand content model and create new opportunities for subscriber retention and monetization.
Netflix has increasingly embraced live sports rights after previously avoiding regular live programming.
The company has secured agreements covering WWE programming, Major League Baseball events and an expanded NFL package.
The NFL arrangement includes five games during the 2026 season and the NFL Honors show in February 2027.
The schedule includes a Week 1 matchup between the Los Angeles Rams and San Francisco 49ers in Australia on Sept. 10 and a Thanksgiving Eve game between the Green Bay Packers and Los Angeles Rams on Nov. 25.
It also features two Christmas Day games and an additional Week 18 contest.
Netflix's four-year partnership with the NFL runs through the 2029-2030 season, providing a recurring pipeline of live content across multiple months each year.
The company is also associated with a proposed Floyd Mayweather-Manny Pacquiao rematch scheduled for Sept. 19.
However, the event's status remains uncertain due to a lawsuit seeking to block the stream.
Investors have also been monitoring strategic developments after Netflix reportedly lost a $22 billion bidding contest for Roku.
Co-CEO Ted Sarandos described the effort as "muscle-building," while indicating that the company remains disciplined in evaluating acquisition opportunities.
Netflix has identified artificial intelligence as one of its three strategic priorities and is deploying the technology across several areas of its business.
The company is using generative AI to improve content discovery, personalize recommendations, test conversational search features and create promotional assets.
Management said its internal engagement-quality metric reached another record high during the first quarter, highlighting improvements in user experience and retention.
Netflix is also applying AI to content production. Its acquisition of InterPositive expanded the company's portfolio of AI-powered filmmaking tools aimed at helping creators produce content more efficiently while improving storytelling capabilities.
The company has also introduced an upgraded mobile interface featuring a vertical video discovery feed designed to further improve personalization and engagement.
Beyond streaming, Netflix is expanding AI into advertising.
During its May 2026 Upfront event, the company introduced AI-powered advertising tools intended to help brands optimize campaigns, supporting the growth of its ad-supported business.
Competition and technical challenges remainDespite Friday's gains, Netflix shares remain under pressure from a technical perspective.
The stock is trading 5.3% below its 20-day simple moving average, 12.71% below its 50-day moving average and 22.6% below its 200-day moving average.
A death cross that formed in December 2025, when the 50-day moving average moved below the 200-day moving average, continues to signal a longer-term downtrend.
Momentum indicators suggest the stock may be oversold. Netflix's relative strength index stands at 20.76, well below the threshold of 30 that often indicates stretched conditions.
Competition in AI-driven personalization is also intensifying.
Amazon.com is leveraging AWS AI, Bedrock and Alexa+ capabilities to strengthen personalization and advertising offerings, while Walt Disney is expanding artificial intelligence features across Disney+ and other services.
Even so, investors appear increasingly focused on whether Netflix's combination of selective live sports rights and expanding AI capabilities can strengthen engagement, reduce subscriber churn and create additional long-term monetization opportunities.
Johnson & Johnson oznámil nová data pro IMAAVY u generalizované myasthenie gravis, která ukazují trvalejší kontrolu onemocnění u pacientů v rané fázi i s nižší symptomovou zátěží. Bezpečnost zůstala podle studie konzistentní.
New analyses from the Phase 3 Vivacity-MG3 study support the impact of IMAAVY in anti-AChR+a, anti-MuSK+b adult patients with generalized myasthenia gravis (gMG) including those early in their disease, participants with lower symptom burden and those who experienced common infections To address an important evidence gap, the PETUNIAc study design will be presented – demonstrating the innovative way pregnancy outcomes data will be collected following treatment with IMAAVY IMAAVY, an immunoselective neonatal Fc receptor (FcRn) blocker, is designed to target and reduce pathogenic immunoglobulin G (IgG) autoantibodies associated with generalized myasthenia gravis (gMG) , /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced new data across 12 abstracts at the European Academy of Neurology (EAN) 2026 Congress that offer additional insight into the use of IMAAVY® (nipocalimab-aahu) throughout clinically relevant points in the generalized myasthenia gravis (gMG) treatment journey. The analyses include adults with anti-AChRa or anti-MuSKb antibody-positive gMG who were early in their disease course or had lower baseline symptom burden – providing insight into the potential importance of addressing pathogenic immunoglobulin G (IgG) early in disease progression where use of advanced therapies may be less common.1,2 Additional research to be shared include outcomes shortly after common infections, which are a known cause of disease exacerbations in gMG, and plans to address evidence gaps in use of IMAAVY during pregnancy.3,4
"For many people living with generalized myasthenia gravis, achieving and maintaining sustained disease control is an important goal throughout the course of their disease, from the moment they are diagnosed and across the different stages of their journey," said Carlo Antozzi, M.D., Neurological Institute Foundation C. Besta of Milan, Italy.d "These post-hoc analyses add to the growing body of evidence on IMAAVY, which is designed to selectively target and bind the neonatal Fc receptor with high affinity, and reduce pathogenic immunoglobulin G autoantibodies associated with generalized myasthenia gravis."
Post-hoc analyses from the pivotal Vivacity-MG3 study in adults with antibody positive gMG (spanning anti-AChR+ and anti-MuSK+) will be presented which provide new insights that could inform clinical care including:
Patients early in their disease course (within five years of diagnosis) show improved outcomes: IMAAVY plus standard of care (SOC) showed greater reductions in MG-ADLe scores versus placebo plus SOC (-4.9 vs. -2.7) at Week 24, with a greater proportion of patients receiving IMAAVY also achieving the stringent measure of sustained meaningful clinical improvement (MCI)f for ≥20 weeks compared to placebo.1,5 IMAAVY is the only FcRn blocker evaluated to demonstrate sustained MCI over this duration in the double-blind phase of its pivotal study.5,g Patients with lower baseline symptom burden sustain MCI: IMAAVY plus SOC decreased symptom severityh and improved daily functioning at Week 24 versus placebo plus SOC (MG-ADL scores of -4.5 vs. -2.3).2 A greater proportion of patients receiving IMAAVY also achieved sustained MCI in this setting, adding further insights for healthcare professionals into the use of IMAAVY in patients with less severe disease.6,i Patients maintain control after contracting common infections: In the IMAAVY arm, observed symptom improvements were maintained within two weeks after patients contracted common infections, providing data on the use of IMAAVY after periods when the likelihood of disease exacerbations is elevated.3,j,k Safety and tolerability were consistent across all patients in the study and across other nipocalimab studies.7,8,9 The overall incidence of adverse events (AEs) was 84% in both the IMAAVY and the placebo arms and serious adverse events (SAEs) were 9% in the IMAAVY arm compared to 14% in the placebo arm.7,k
Ongoing evidence generation in gMG will also be highlighted, including:
Innovative PETUNIA study design: PETUNIA is designed to generate real-world safety data on pregnancy, maternal, and infant outcomes following exposure to IMAAVY during pregnancy.4 By leveraging prospective and retrospective reports the study aims to capture more detailed information on outcomes in this setting, helping to expand the evidence base beyond the traditional post-marketing safety monitoring requirements and support clinical decision-making in an area where current evidence is limited.4,c "People living with generalized myasthenia gravis often face unpredictable symptoms that can interfere with everyday life, underscoring the need for continued innovation grounded in disease biology," said David Lee, M.D., Ph.D., Global Immunology Therapeutic Area Head, Johnson & Johnson. "At Johnson & Johnson, we are committed to advancing research in autoantibody diseases to better understand the role of IMAAVY, an FcRn blocker designed to help address the underlying cause of generalized myasthenia gravis, while preserving humoral immune function. We are continuing to explore the potential of IMAAVY in supporting sustained disease control across key moments in patients' lives."
The full list of accepted Johnson & Johnson abstracts can be found HERE.
IMAAVY is approved for adult and pediatric patients (12 years of age and older) with anti-AChR or anti-MuSK antibody positive gMG by the U.S. Food and Drug Administration (FDA) and the European Medicines Agency (EMA).10,11
Editor's Notes:
a. Anti-AChR+= anti-acetylcholine receptor positive antibody.
b. Anti-MuSK+= anti-muscle specific tyrosine kinase positive antibody.
c. Pregnancy Enhanced Tracking with Neonatal and Infant Assessment (PETUNIA) is a post-marketing FDA requirement.
d. Dr. Carlo Antozzi has provided consulting, advisory and speaking services to Johnson & Johnson. He has not been paid for any media work.
e. MG-ADL (Myasthenia Gravis – Activities of Daily Living) provides a rapid clinical assessment of the patient's recall of symptoms impacting activities of daily living, with a total score range of 0 to 24; a higher score indicates greater symptom severity.12
f. The proportion of patients achieving a meaningful clinical improvement [MCI] is defined as a ≥2-point improvement in MG-ADL score at Week 24.1,2
g. At Week 24, patients diagnosed within five years who were treated with IMAAVY plus standard of care (SOC) achieved greater reductions in MG-ADL scores from baseline compared with placebo plus SOC (mean [SD]: −4.9 [2.88] vs −2.7 [2.46]; difference: −2.22 [standard error (SE): 0.76]; p=0.005).1
h. This is based on QMG (Quantitative Myasthenia Gravis) score which is a 13-item assessment by a clinician that quantifies MG disease severity through muscle weakness. The total QMG score ranges from 0 to 39, where higher scores indicated greater disease severity.12
i. At Week 24, patients with MG-ADL scores lower than 9 treated with IMAAVY plus SOC achieved greater reductions in MG-ADL scores from baseline compared with placebo plus SOC (mean [SD]: −4.5 [2.64] vs −2.3 [2.37]; difference: −2.23 [SE: 0.588]; p<0.001). Additionally, QMG reductions were also greater with IMAAVY plus SOC from baseline compared to placebo plus SOC (mean [SD]: −5.2 [4.45] vs −1.9 [3.69]; difference: −3.38 [SE:0.986]; p=0.001).2
j. Among patients who experienced an infection/infestation, the median (IQR) change from pre- to post-infection in MG-ADL scores was 0.0 (−1.0 to 1.0) with IMAAVY versus 1.0 (0.0 to 2.0) with placebo; in QMG scores, the median (IQR) change was 0.0 (−1.0 to 2.0) versus 1.0 (−1.0 to 1.0), respectively.3 Overall, infections/infestations were reported in 42.9% of patients in the IMAAVY group (71 events) and 41.8% in the placebo group (59 events).3
k. IMAAVY may increase the risk of infection, including serious infections. It is recommended to delay treatment in patients with active infection until resolution.10
ABOUT GENERALIZED MYASTHENIA GRAVIS (gMG)
Myasthenia gravis (MG) is an autoantibody disease in which the immune system mistakenly makes antibodies (e.g., anti-acetylcholine receptor [AChR], anti-muscle-specific tyrosine kinase [MuSK]), which target proteins at the neuromuscular junction and can block or disrupt normal signaling from nerves to muscles, thus impairing or preventing muscle contraction.13,14 The disease impacts an estimated 700,000 people worldwide.15 The disease affects both men and women and occurs across all ages and racial and ethnic groups, but it most frequently starts in young women and older men.15 Roughly 50% of individuals diagnosed with MG are women, and about one in five of those women are of child-bearing potential.16,17,18 Approximately 10 to 15% of new cases of MG are diagnosed in pediatric patients 12-17 years of age.17,19,20,21 Among juvenile MG patients, girls are affected more often than boys, with over 65% of pediatric MG cases in the U.S. diagnosed in girls.22,23,24
Initial disease manifestations are usually eye-related, but approximately 85% of MG patients experience additional advancements to the disease manifestations, referred to as generalized myasthenia gravis (gMG). 25,26,27,28,29,30 This is characterized by severe muscle weakness and difficulties in speech and swallowing.25,26,27,28,29 Approximately 100,000 individuals in the U.S. are living with gMG.31 Vulnerable gMG populations, such as pediatric patients, have more limited therapeutic options.32
ABOUT THE PHASE 3 VIVACITY-MG3 STUDY
The Phase 3 Vivacity-MG3 study (NCT04951622) was specifically designed to measure sustained efficacy and safety with consistent dosing in this unpredictable chronic condition where unmet need remains high.33,34,35 Antibody positive or negative adult gMG patients with insufficient response (MG-ADL ≥6) to ongoing SOC therapy were identified and 199 patients, 153 of whom were antibody positive, enrolled in the 24-week double-blind placebo-controlled trial.34,35 Randomization was 1:1, nipocalimab plus current SOC (30 mg/kg IV loading dose followed by 15 mg/kg every two weeks) or placebo plus current SOC. Baseline demographics were balanced across arms (77 nipocalimab, 76 placebo).35 The primary efficacy endpoint was the comparison of the mean change from baseline to Weeks 22, 23, and 24 between treatment groups in the MG-ADL total score.34 A key secondary endpoint included change in Quantitative Myasthenia Gravis (QMG) score.34 Long-term safety and efficacy were further assessed in an ongoing open-label extension (OLE) phase.
ABOUT IMAAVY® (nipocalimab-aahu)
IMAAVY is an immunoselective treatment designed to target, bind with high affinity, and block the neonatal Fc receptor (FcRn), reducing circulating immunoglobulin G (IgG) antibodies that drive disease while also preserving key immune functions.36,37,38 IMAAVY is currently approved for the treatment of generalized myasthenia gravis (gMG) in adults and pediatric patients 12 years of age and older who are anti-acetylcholine receptor (AChR) or anti-muscle-specific tyrosine kinase (MuSK) antibody positive.10
Nipocalimab is being investigated across three key segments in the autoantibody space including Rheumatologic diseases, Rare Autoantibody diseases, and Maternal Fetal diseases mediated by maternal alloantibodies, in which blockade of IgG binding to FcRn in the placenta is believed to limit transplacental transfer of maternal alloantibodies to the fetus.34,39,40,41,42,43,44,45,46,47
The U.S. Food and Drug Administration (FDA) and European Medicines Agency (EMA) have granted several key designations to nipocalimab including:
EU EMA Orphan medicinal product designation for hemolytic disease of the fetus and newborn (HDFN) in October 2019 and fetal and neonatal alloimmune thrombocytopenia (FNAIT) in April 2025 U.S. FDA Fast Track designation in HDFN, and warm autoimmune hemolytic anemia (wAIHA) in July 2019, gMG in December 2021, FNAIT in March 2024, Sjögren's disease (SjD) in March 2025, and systemic lupus erythematosus (SLE) in January 2026 U.S. FDA Orphan drug status for wAIHA in December 2019, HDFN in June 2020, gMG in February 2021, chronic inflammatory demyelinating polyneuropathy (CIDP) in October 2021 and FNAIT in December 2023 U.S. FDA Breakthrough Therapy designation for HDFN in February 2024 and for SjD in November 2024 U.S. FDA granted Priority Review in gMG in Q4 2024 and wAIHA in Q2 2026 The legal manufacturer for IMAAVY is Janssen Biotech, Inc.
IMPORTANT SAFETY INFORMATION
What is the most important information I should know about IMAAVY?
IMAAVY is a prescription medicine that may cause serious side effects, including:
Infections are a common side effect of IMAAVY that can be serious. Receiving IMAAVY may increase your risk of infection. Tell your healthcare provider right away if you have any of the following infection symptoms: fever chills shivering cough sore throat fever blisters burning when you urinate Allergic (hypersensitivity) reactions may happen during or up to a few weeks after your IMAAVY infusion. Get emergency medical help right away if you get any of these symptoms during or after your IMAAVY infusion: a swollen face, lips, mouth, tongue, or throat difficulty swallowing or breathing itchy rash (hives) chest pain or tightness Infusion-related reactions are possible. Tell your healthcare provider right away if you get any of these symptoms during or a few days after your IMAAVY infusion: headache rash nausea fatigue dizziness chills flu-like symptoms redness of skin Do not receive IMAAVY if you have a severe allergic reaction to nipocalimab-aahu or any of the ingredients in IMAAVY. Reactions have included angioedema and anaphylaxis.
Before using IMAAVY, tell your healthcare provider about all of your medical conditions, including if you:
ever had an allergic reaction to IMAAVY. have or had any recent infections or symptoms of infection. have recently received or are scheduled to receive an immunization (vaccine). People who take IMAAVY should not receive live vaccines. are pregnant, plan to become pregnant, or are breastfeeding. It is not known whether IMAAVY will harm your baby. Pregnancy Safety Study. There is a pregnancy safety study for IMAAVY if IMAAVY is given during pregnancy or you become pregnant while receiving IMAAVY. Your healthcare provider should report IMAAVY exposure by contacting Janssen at 1-800-526-7736 or www.IMAAVY.com. Tell your healthcare provider about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements.
What are the possible side effects of IMAAVY?
IMAAVY may cause serious side effects. See "What is the most important information I should know about IMAAVY?"
The most common side effects of IMAAVY include: respiratory tract infection, peripheral edema (swelling in your hands, ankles, or feet), and muscle spasms.
These are not all the possible side effects of IMAAVY. Call your doctor for medical advice about side effects. You are encouraged to report negative side effects of prescription drugs to the FDA. Visit www.fda.gov/medwatch, or call 1-800-FDA-1088.
Please see the full Prescribing Information and Medication Guide for IMAAVY and discuss any questions you have with your doctor.
Dosage Form and Strengths: IMAAVY is supplied as a 300 mg/1.62 mL and a 1,200 mg/6.5 mL (185 mg/mL) single-dose vial per carton for intravenous injection.
ABOUT JOHNSON & JOHNSON
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity.
Learn more at https://www.jnj.com/ or at www.innovativemedicine.jnj.com.
Follow us at @JNJInnovMed.
Janssen Biotech, Inc. is a Johnson & Johnson company.
Cautions Concerning Forward-Looking Statements
This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 regarding product development and the potential benefits and treatment impact of IMAAVY. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Johnson & Johnson. Risks and uncertainties include, but are not limited to: challenges and uncertainties inherent in product research and development, including the uncertainty of clinical success and of obtaining regulatory approvals; uncertainty of commercial success; manufacturing difficulties and delays; competition, including technological advances, new products and patents attained by competitors; challenges to patents; product efficacy or safety concerns resulting in product recalls or regulatory action; changes in behavior and spending patterns of purchasers of health care products and services; changes to applicable laws and regulations, including global health care reforms; and trends toward health care cost containment. A further list and descriptions of these risks, uncertainties and other factors can be found in Johnson & Johnson's most recent Annual Report on Form 10-K, including in the sections captioned "Cautionary Note Regarding Forward-Looking Statements" and "Item 1A. Risk Factors," and in Johnson & Johnson's subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. Copies of these filings are available online at www.sec.gov, www.jnj.com, www.investor.jnj.com or on request from Johnson & Johnson. Johnson & Johnson does not undertake to update any forward-looking statement as a result of new information or future events or developments.
REFERENCES
1 Antozzi C, et al. Efficacy of Nipocalimab in Patients Early in Their Disease Course of Generalized Myasthenia Gravis: Post-Hoc Analysis of VIVACITY-MG3. Presented at EAN 2026. Abstract #TNPN-C-A-25-GBL-066
2 Antozzi C, et al. Efficacy of Nipocalimab in Patients with Lower Baseline Score of Myasthenia Gravis Activity of Daily Living in VIVACITY-MG3 Study. Presented at EAN 2026. Abstract #NPN-C-A-25-GBL-065
3 Antozzi C, et al. Effect of Nipocalimab on Sustained Myasthenia Gravis Control During Infections: Post-Hoc Analysis of the Vivacity-MG3 Study. Presented at EAN 2026. Abstract #NPN-C-A-25-GBL-068
4 Goyal N, et al. Pregnancy Enhanced Tracking with Neonatal and Infant Assessment (PETUNIA): Design of a Safety Study for Nipocalimab in Generalized Myasthenia Gravis. Presented at EAN 2026. Abstract #NPN-C-A-25-GBL-071
5 Antozzi C, et al. Efficacy of Nipocalimab in Patients Early in Their Disease Course of Generalized Myasthenia Gravis: Post-Hoc Analysis of VIVACITY-MG3. Presented at EAN 2026. Poster presentation #EPO-0143
6 Antozzi C, et al. Efficacy of Nipocalimab in Patients with Lower Baseline Score of Myasthenia Gravis Activity of Daily Living in VIVACITY-MG3 Study. Presented at EAN 2026. Poster presentation #EPO-1051
7 Antozzi, C et al., Efficacy and safety of nipocalimab in adults with generalised myasthenia gravis (Vivacity MG3): a randomised, double-blind, placebo-controlled phase 3 study. The Lancet Neurology. 2025; 24:105–16.
8 Kenneth J, et al. Nipocalimab in Early-onset Severe Hemolytic Disease of the Fetus & Newborn. N Engl J Med. 2024 Aug 8;391(6):526-537
9 Noaiseh G, et al. Efficacy and safety of nipocalimab in patients with moderate-to-severe Sjögren's disease (DAHLIAS): a randomised, phase 2, placebo-controlled, double-blind trial. Lancet. 2025 Nov 22;406(10518):2435-2448.
10 IMAAVY® U.S. Prescribing Information. Available at: https://www.accessdata.fda.gov/drugsatfda_docs/label/2025/761430s000lbl.pdf. Last accessed: June 2026.
11 European Medicines Agency. IMAAVY® Summary of Product Characteristics. Available at: https://www.ema.europa.eu/en/documents/product-information/imaavy-epar-product-information_en.pdf. Last accessed: June 2026
12 Wolfe GI. Myasthenia gravis activities of daily living profile. Neurology. 1999;22;52(7):1487-9.
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Delta Air Lines zvýšila čtvrtletní dividendu o 15 % na 21,50 centu na akcii z 18,75 centu. Od obnovení výplat v roce 2023 ji už více než zdvojnásobila.
Key Takeaways DAL raised its quarterly dividend to 21.50 cents per share from 18.75 cents.Delta Air Lines has more than doubled its quarterly dividend since reinstating payouts in 2023.Dividend-paying stocks are less susceptible to market swings and act as a hedge against economic uncertainty. Last week, Delta Air Lines, Inc. (DAL - Free Report) stated that its board of directors had announced an increase in its quarterly dividend payout, reflectingthe company’s commitment to boosting shareholder value, apart from underlining confidence in its business.
Dividend-paying stocks provide a solid income stream and have fewer chances of experiencing wild price swings. Dividend stocks are safe bets for creating wealth, as the payouts generally act as a hedge against economic uncertainty, like the current scenario.
Given this backdrop, the question that naturally arises is: Should investors buy, hold, or sell DAL stock now? A more in-depth analysis is needed to make that determination. Before diving into DAL’s investment prospects, let’s take a glance at its financial numbers.
DAL’s Recent Dividend Increase of 15%In a shareholder-friendly move, Delta Air Lines’ board of directors approved a dividend hike of 15%, thereby raising its quarterly cash dividend to 21.50 cents per share (86 cents annualized) from 18.75 cents (75 cents annualized). The raised dividend will be paid on July 30, 2026, to stockholders of record at the close of business on June 9, 2026. The move underscores DAL's strong financial position and robust cash-flow generation, highlighting its commitment to delivering value to shareholders.
Delta Air Lines has consistently increased its dividend since reinstating shareholder payouts in 2023, raising its quarterly dividend by 50% to 15 cents per share in 2024, followed by a 25% increase to 18.75 cents per share in 2025 and a further 15% hike to 21.50 cents per share in 2026. Overall, the quarterly dividend has more than doubled from its 2023 level, reflecting Delta Air Lines' strengthening financial position, robust cash-flow generation and commitment to enhancing shareholder returns. Such shareholder-friendly initiatives should boost investor confidence and positively impact the bottom line.
Apart from being shareholder-friendly, Delta Air Lines is benefiting from resilient travel demand, particularly in premium and international markets, which continues to support its revenue growth and cash generation. Delta Air Lines continues to invest in AI and data-driven tools to improve retailing and the customer experience. Delta Sync now supports logged-in experiences across onboard channels. Backed by a strong financial position, the airline remains well-positioned to continue rewarding shareholders through dividend growth and other capital-return initiatives.
DAL Stock’s Price PerformanceShares of DAL have gained 32.7% so far this year, outperforming the Zacks Airline industry’s 10.2% growth, as well as that of other industry players, American Airlines Group Inc. (AAL - Free Report) and United Airlines Holdings, Inc. (UAL - Free Report) ), within the same time frame.
DAL Stock's YTD Price Comparison Image Source: Zacks Investment Research
Headwinds Weighing on DAL StockThe ongoing conflict in the Middle East has led to a rise in oil prices, and airlines remain exposed because most U.S. carriers have abandoned broad fuel-hedging strategies. Delta Air Lines' June-quarter outlook assumes a fuel price of approximately $4.30 per gallon at the forward curve as of April 2, 2026. Management said that this adds more than $2 billion of additional fuel expense compared to the start of the year, partially offset by an expected refinery benefit of about $300 million.
Higher labor and recovery costs continue to bother airlines. Delta Air Lines' non-fuel cost base continues to move higher, led by wages and crew-related items. Salaries and related costs increased 8% in 2025 to $17.5 billion, reflecting wage increases, including for pilots. In the March quarter, non-fuel CASM (CASM-Ex) increased 6% year over year to 15.13 cents, with management citing higher recovery costs and the continuation of higher crew-related costs. These cost pressures are likely to hurt margin expansion, even when demand looks healthy.
Airline stocks’ market volatility continues to remain a concern. Management highlighted heightened volatility in fuel markets and is adjusting capacity with a downward bias until the fuel environment improves. With earnings sensitive to these external variables, DAL may not fit investors who are uncomfortable with sharp day-to-day swings in airline shares.
What Do Earnings Estimates Say for DAL?The negative sentiment surrounding DAL stock is evident from the fact that the Zacks Consensus Estimate for the second quarter of 2026 and the third quarter of 2026 earnings has been revised downward in the past 90 days. The consensus mark for 2026 and 2027 earnings has also been projected southward in the past 90 days.
The unfavorable estimate revisions indicate brokers’ lack of confidence in the stock.
Image Source: Zacks Investment Research
Unattractive Valuation Picture for DAL StockDelta Air Lines looks expensive from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/S-F12M), DAL is trading at a premium compared to the industry.
The stock has a forward 12-month P/S-F12M of 0.92X compared with 0.63X for the industry over the past five years. The company’s forward 12-month P/S-F12M ratio is also above the median level of 0.53X over the past five years. These factors indicate that the stock’s valuation is unattractive.
DAL's P/S Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
Not an Opportune Time to Buy DAL StockDelta Air Lines benefits from resilient demand for travel and a revenue mix that leans increasingly toward premium, loyalty and other higher-margin streams. Resilient travel demand, premium mix, loyalty partnerships, and technology-led personalization support revenue durability, cash generation, and strategic flexibility over cycles. Backed by a strong financial position, the airline remains well-positioned to continue rewarding shareholders through dividend growth and other capital-return initiatives.
Despite these positives, we advise investors not to buy DAL stock now due to the headwinds it continues to face, such as fuel price volatility, rising labor and recovery costs and macro uncertainty, which can pressure margins and amplify near-term earnings swings for shareholders. Share price volatility and unattractive valuation are concerning.
We, therefore, advise investors to wait for a better entry point. For those who already own the stock, it will be prudent to stay invested. The company’s current Zacks Rank #3 (Hold) justifies our analysis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
McDonald’s letos plánuje otevřít v Číně zhruba 1 000 restaurací, i když slabší spotřebitelské podmínky dál tlačí na krátkodobý růst tržeb. Ve 2. čtvrtletí firma čeká zpomalení srovnatelných tržeb kvůli volatilitě na Blízkém východě a v Asii.
Key Takeaways MCD plans to open about 1,000 restaurants in China this year despite softer consumer conditions.MCD's China market share held steady in Q1 as the company continued advancing its development agenda.MCD expects Q2 IDL comparable sales growth to slow amid Middle East and Asia market volatility. McDonald’s Corporation (MCD - Free Report) continues to position China as a long-term growth lever within its International Developmental Licensed (IDL) segment, even as near-term macroeconomic pressure remains a constraint. In the first quarter of 2026, IDL comparable sales increased 3.4%, driven by continued strength in Japan. While China remains challenged by softer consumer conditions, McDonald’s maintained market share and continued to advance its development agenda, with management reaffirming plans to open approximately 1,000 restaurants in the market this year.
The development commitment underscores management’s confidence in China’s long-term unit-growth potential. However, with macroeconomic pressure in China expected to persist, the benefit of new restaurant openings is more likely to support long-term system growth than provide an immediate offset to near-term IDL volatility.
The broader IDL outlook also remains uneven. McDonald’s expects second-quarter IDL comparable sales growth to decelerate from first-quarter levels, primarily due to volatility in the Middle East and some markets in Asia. Broader cost inflation and supply-chain uncertainty add another layer of pressure to the global operating backdrop.
Even so, McDonald’s retains several levers to defend segment performance. Its value focus, marketing scale and disciplined local execution should help support demand across international markets. China’s share stability points to sustained brand relevance despite weaker consumer conditions, while Japan’s continued strength provides a stabilizing factor for the segment.
Overall, China expansion is unlikely to fully offset near-term macro pressure across IDL markets. However, disciplined execution of the restaurant-opening plan, combined with continued share stability, could make China an important contributor to McDonald’s broader international growth strategy over time.
McDonald’s Competitive PositionYum! Brands, Inc. (YUM - Free Report) provides a relevant benchmark because it is also using franchise-led development and international scale to support growth in a volatile backdrop. In the first quarter of 2026, KFC opened 648 new stores, supported by a strong start in China and development across 45 countries. YUM also noted that the Middle East conflict has caused some uncertainty and short-term delays in select markets, but it does not expect a change to KFC’s development plans for the year.
Starbucks Corporation (SBUX - Free Report) offers another China comparison, as it is shifting toward a licensed structure while pursuing transaction-led recovery. In the second quarter of fiscal 2026, Starbucks China delivered positive comps, supported by transaction growth of more than 2%. The company also plans to expand its China footprint from more than 1,000 county-level cities today to more than 1,500 over the next three years.
Against this backdrop, McDonald’s positioning depends on whether China unit growth can translate into sustained share stability and stronger long-term IDL performance. Yum! Brands is leaning on franchisee strength and development momentum, while Starbucks is using local partnership and transaction-led growth to support China expansion. McDonald’s differentiation lies in its ability to pair disciplined China development with value, marketing scale and brand relevance.
SBUX’s Price Performance, Valuation & EstimatesShares of McDonald’s have declined 9.2% in the past year compared with the industry’s fall of 7.4%.
MCD’s One-Year Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, MCD trades at a forward price-to-sales (P/S) multiple of 6.43, above the industry’s average of 3.30.
MCD’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MCD’s 2026 earnings per share (EPS) implies a year-over-year increase of 6%. The EPS estimates for 2026 have remained unchanged in the past 30 days.
EPS Trend of MCD Stock
Image Source: Zacks Investment Research
MCD’s Zacks RankMCD stock currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
