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Why Abbott Laboratories Stock Is Suddenly Winning Back Wall StreetAbbott Laboratories NYSE: ABT reported second-quarter 2026 comparable sales growth of 4.8% and adjusted earnings per share of $1.31, with Chairman and Chief Executive Officer Robert Ford saying results marked an acceleration from the prior two quarters.

The company reaffirmed its full-year comparable sales growth guidance of 6.5% to 7.5% and raised its adjusted EPS guidance range to $5.45 to $5.60. Chief Financial Officer Phil Boudreau said Abbott expects third-quarter adjusted EPS of $1.38 to $1.46.

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AbbVie Fires Healthy Trend-Following Signal: Is a Rebound Ahead?Ford said Abbott entered the second half of the year with “momentum building across the portfolio” and “clear line of sight” to the drivers behind expected sales growth acceleration. He said the company’s focus on gross margin expansion supported the higher earnings outlook.

Margins Improve as Sales Growth Accelerates Boudreau said second-quarter adjusted gross margin was 58.0% of sales, up 100 basis points from the prior year. He attributed the improvement to favorable business mix within Abbott’s legacy portfolio, the addition of Exact Sciences, operational improvements and disciplined execution of margin expansion initiatives.

Abbott Stock Crash: Rebound Could Be Coming FastAdjusted research and development expense was 6.9% of sales, while adjusted selling, general and administrative expense was 28.6% of sales. Foreign exchange had a favorable 0.8% year-over-year impact on second-quarter sales, slightly better than Abbott expected in April. Based on current rates, Boudreau said the company expects foreign exchange to have a positive impact of about 1% on full-year sales, including an expected negative impact of about 1% in the third quarter.

Diagnostics and Nutrition Show Mixed Trends In diagnostics, Ford said Abbott’s core laboratory business reflected strong demand for testing, which he described as a useful indicator of broader healthcare activity. U.S. core laboratory sales grew 7.5%, and Ford said the company continued to post strong performance in Latin America. During the question-and-answer session, he said hospital lab testing within Abbott’s U.S. core lab business was up 13% in the quarter.

Rapid and molecular diagnostics sales declined 8%, driven by an expected drop in respiratory virus testing following a weaker-than-normal season that ended during the quarter.

Cancer diagnostics sales grew 13%, supported by mid-teens growth in Cologuard, contributions from precision oncology and international growth. Ford said Abbott continues to expect cancer diagnostics growth in the second half to exceed first-half growth, helped by care gap programs, recently launched tests and international adoption. He also noted that the American Cancer Society updated its colorectal cancer screening guidelines in May, reaffirming Cologuard and Cologuard Plus as preferred screening options.

Nutrition sales came in slightly ahead of Abbott’s expectations for the second straight quarter, according to Ford. Sales increased sequentially by $125 million, supported by improving trends in both pediatric and adult nutrition. International pediatric nutrition returned to positive growth, rising 6.5% in the quarter. In the U.S. pediatric business, Ford said Abbott exited the quarter with the full benefit of recent WIC contract wins in its run rate and is now the market leader in both WIC and non-WIC segments.

In adult nutrition, Ford said the company continued to see positive volume trends after price actions taken late last year. U.S. retail consumption of Ensure rose by double digits compared with levels exiting last year. Abbott is also seeing contributions from new versions of Ensure featuring higher protein, lower sugar and updated labeling and packaging.

Medical Devices Growth Led by EP, Rhythm Management and Diabetes Care Medical devices sales grew 8.5%, with Abbott’s cardiovascular device portfolio also up 8.5%. Ford said growth was led by low-teens growth in electrophysiology and high-single-digit growth in rhythm management and heart failure.

In electrophysiology, Ford said the second quarter marked the beginning of an acceleration in the business. Abbott launched its next-generation Volt pulsed field ablation catheter, commonly called Volt 2.0, in the U.S. in May and expects to move from limited market release to full market release in the third quarter. Internationally, the rollout of Volt and TactiFlex Duo is gaining traction, with growth of more than 20% in Europe.

Rhythm management sales grew 9.5%, supported by expanded use of the AVEIR pacemaker across single- and dual-chamber segments and broader international adoption. Heart failure sales grew 9%, led by double-digit growth in the U.S. from Abbott’s heart assist devices.

In diabetes care, continuous glucose monitoring sales exceeded $2 billion and grew 9.5%. Abbott received CE mark in May for Libre Duo, which Ford described as the world’s first dual glucose-ketone wearable sensor. The company plans to begin the international rollout in the fall and bring the product to the U.S. after FDA approval.

Pipeline Updates Include New Launches and Clinical Trials Ford highlighted several pipeline milestones, including completion of patient enrollment in the TECTONIC coronary intravascular lithotripsy pivotal trial and completion of Abbott’s FDA submission for approval of its new Amulet 360 left atrial appendage device.

He said Abbott expects to launch Amulet 360, Libre Duo, its coronary IVL product and TactiFlex Duo PFA catheter in the U.S. over the next 12 months. The company also remains on track to begin patient enrollment in the fourth quarter for several clinical trials, including studies for a balloon-expandable TAVR valve, a leadless conduction system pacing device using the AVEIR platform, a mitral replacement valve developed after Abbott’s acquisition of Cephea Valve Technologies, a peripheral IVL device developed after the acquisition of CSI and a wearable continuous lactate monitoring sensor intended to reduce sepsis risk after hospital discharge.

Management Addresses Demand, CGM Reimbursement and 2027 Setup During the call’s Q&A session, Ford said Abbott is not seeing signs of weakening procedure volumes in its businesses, despite investor concerns tied to hospital-sector preannouncements and possible Medicaid disenrollment. He said Medicare, not Medicaid, is the larger payer for many medical device procedures, including more than two-thirds of Abbott’s U.S. cardiovascular business. He also said demand for high-acuity, life-saving products is “very inelastic.”

Ford said 80% of Abbott’s expected second-half growth acceleration is expected to come from four areas: nutrition, electrophysiology, core laboratory and cancer diagnostics.

On continuous glucose monitoring, Ford said Abbott remains bullish on the market, estimating that 75 million to 80 million people globally could realistically use CGM, compared with about 15 million today. He said reimbursement expansion is the most immediate driver of adoption, and Abbott is in discussions with about a dozen countries on introducing or expanding coverage. In the U.S., he said broader type 2 diabetes coverage could unlock about 10 million Medicare beneficiaries and accelerate commercial insurance coverage, though he did not provide a specific timing forecast.

Looking beyond 2026, Ford declined to provide specific 2027 guidance but said Abbott continues to target high-single-digit top-line growth and double-digit earnings growth. He described 7% sales growth as a sustainable target for the company, supported by its mix of nutrition, diagnostics, established pharmaceuticals and medical technology businesses.

About Abbott Laboratories NYSE: ABTAbbott Laboratories is a global healthcare company headquartered in Abbott Park, Illinois, that develops, manufactures and markets a broad portfolio of medical products and services. Founded in 1888, Abbott operates through multiple business areas that focus on diagnostics, medical devices, nutritionals and established pharmaceuticals. The company supplies hospitals, clinics, laboratories, retailers and direct-to-consumer channels with products intended to diagnose, treat and manage a wide range of health conditions.

In diagnostics, Abbott provides laboratory and point-of-care testing platforms and assays used to detect infectious diseases, chronic conditions and biomarkers; its Alinity family of instruments and rapid-test solutions are examples of this capability.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Wall Street expects a year-over-year increase in earnings on higher revenues when Union Pacific (UNP - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis railroad is expected to post quarterly earnings of $3.20 per share in its upcoming report, which represents a year-over-year change of +5.6%.

Revenues are expected to be $6.6 billion, up 7.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.22% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Union Pacific?For Union Pacific, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.34%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Union Pacific will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Union Pacific would post earnings of $2.85 per share when it actually produced earnings of $2.93, delivering a surprise of +2.81%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Union Pacific appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Transportation - Rail industry, CSX (CSX - Free Report) , is soon expected to post earnings of $0.5 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +13.6%. This quarter's revenue is expected to be $3.82 billion, up 6.9% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for CSX has been revised 0.9% up to the current level. Nevertheless, the company now has an Earnings ESP of +1.31%, reflecting a higher Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), suggests that CSX will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE:ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced Aalo Atomics, the company building fully modular nuclear plants to power modern AI data centers, has selected Rockwell as the control platform provider for its Aalo-X test reactor. 

Aalo Atomics' Aalo-X test reactor, supported by Rockwell Automation's control platform technology. Photo credit: Aalo Atomics The collaboration supports Aalo's participation in the U.S. Department of Energy Reactor Pilot Program, an initiative to accelerate the development, authorization and validation of advanced nuclear technologies. Aalo reached criticality on its pilot reactor two weeks ago, ahead of its July 4, 2026, deadline, marking a significant milestone for next-generation nuclear deployment in the United States. 

Rockwell Automation provides integrated control and information solutions, including its ControlLogix® platform, to support reactor operations, system reliability and accelerated development timelines. The platform is designed to deliver safe, scalable control for a first-of-its-kind reactor system across the full lifecycle, from design to operation. 

"This collaboration highlights the growing need for proven industrial control systems to enable new energy technologies at scale," said Brian Holte, VP, Global Industry Sales at Rockwell Automation. "By supporting Aalo's path to first criticality, we're demonstrating how flexible, resilient platforms can accelerate the commercialization of advanced reactor designs." 

Aalo's Aalo-X test reactor serves as a testbed for rapid innovation in modular reactor technology, allowing real-world validation of system performance and operational readiness. Through the DOE pilot program, Aalo has demonstrated a streamlined pathway to advance next-generation nuclear capabilities in a live environment. 

"Rockwell brings deep expertise in mission-critical control systems that are essential for achieving our accelerated program milestones," said Yasir Arafat, President & CTO, Aalo Atomics. "Having a trusted automation partner is key to executing safely and efficiently and will help us pave the way towards commercial power." 

The project positions Rockwell as a key enabler of emerging nuclear technologies and reinforces its role in supporting energy transition efforts through advanced automation and digital solutions. The companies will continue to collaborate as the program advances, with the Aalo-X test reactor serving as a foundation for future commercial deployments.

About Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries as of fiscal year end 2025. To learn more about how we are bringing Connected Enterprise to life across industrial enterprises, visit www.rockwellautomation.com 

About Aalo Atomics 
Aalo Atomics is developing next-generation small modular reactor technologies designed to enable safe, scalable and cost-effective nuclear energy. Through participation in the U.S. Department of Energy Reactor Pilot Program, Aalo advances rapid reactor development and testing to support the future of clean energy. 

SOURCE Rockwell Automation, Inc.

Key Takeaways AvalonBay entered Q2 with occupancy above 96% and improving leasing momentum across its markets.AVB benefited from strong demand, low turnover and firmer renewal pricing as new supply slowed.Higher interest expense is expected to rise 8.9% in Q2, offsetting some operating improvements. AvalonBay Communities, Inc. (AVB - Free Report) , a leading real estate investment trust (“REIT”) specializing in the development, acquisition and management of multifamily properties, is set to announce its second-quarter 2026 results after the closing bell on July 22.

In the last reported quarter, this residential REIT delivered a positive surprise of 1.07% in terms of core funds from operations (“FFO”) per share. Results reflected higher same-store occupancy at 96.1%, underscoring steady demand heading into the peak leasing season. However, higher interest expenses undermined the performance to an extent.

Over the past four quarters, AvalonBay’s earnings surpassed the Zacks Consensus Estimate on three occasions and missed on the other. The graph below depicts the surprise history of the company:

As we approach the release of AvalonBay's second-quarter 2026 earnings report, it is important to examine how this residential REIT is likely to have performed amid the current market conditions.

U.S. Apartment Market in Q2The U.S. multifamily market entered the second half of 2026 with a clearer recovery taking shape, as strong renter demand and a rapidly shrinking supply pipeline began translating into lower vacancy and improving rent growth.

According to a Cushman & Wakefield report, net absorption reached roughly 124,600 units, up from 83,500 units in the first quarter and 8% above the prior year, making it the fifth-strongest quarter in nearly 25 years. The supply picture also became more favorable. Approximately 88,000 units were delivered during the quarter, down 27% year over year. Around 475,000 units remained under construction at quarter-end, equal to just 3.5% of existing inventory.

Improving demand and slowing supply pushed the national vacancy rate down 35 basis points quarter over quarter to 8.9%, its first move below 9% since 2024. On a trailing four-quarter basis, absorption of approximately 362,000 units exceeded deliveries of about 358,000 units for the first time since early 2022, indicating vacancy is likely to have passed its cyclical peak. The recovery was particularly pronounced in previously overbuilt markets: Austin, Charleston, Savannah, Huntsville, Salt Lake City and Colorado Springs recorded some of the largest quarterly vacancy declines.

Rent growth remains modest but is beginning to improve. National asking rents reached approximately $1,945 per month, up 1.5% year over year, compared with 1.1% growth in the first quarter. The Bay Area led the recovery, with San Francisco rents rising 13%, San Jose 7% and the East Bay 4.8%. Norfolk, Toledo, Reno and Boise also posted strong gains.

High-supply markets remained softer, with rents still declining in Austin and Sarasota, although the pace of those declines moderated as excess supply was absorbed. Overall, the market appears to be shifting from stabilization into an occupancy-led recovery, with broader rent growth likely as the construction pipeline continues to shrink.

Factors to Consider Ahead of AVB's Q2 ResultsAgainst this improving industry backdrop, AvalonBay is expected to benefit from healthy occupancy, resilient demand and stronger pricing power in its predominantly coastal markets.

The company reported same-store residential occupancy of 96.1% in the first quarter, and occupancy remained above 96% entering the peak leasing season. Asking rents have increased in the high-4% range since the beginning of the year, supported by low resident turnover and a limited number of available units. Leasing trends also strengthened through the quarter, with April blended rent growth approaching 2% and renewal offers during May and June ranging between 5% and 5.5%.

A favorable supply environment should remain a key tailwind. New apartment deliveries across AvalonBay's core markets are projected to have remained near historically low levels, while elevated homeownership costs continue to keep many households in the rental market, limiting move-outs and supporting occupancy. In addition, recently completed development communities are expected to have contributed meaningfully to property-level earnings as leasing activity accelerates.

However, elevated borrowing costs remain a headwind. Higher interest expenses are likely to have partially offset operating gains, with our estimate calling for an 8.9% year-over-year increase in interest expense during the second quarter of 2026.

Projections for AVBWe expect second-quarter same-store revenues to increase 1.7% year over year, while same-store net operating income is estimated to have grown marginally. Physical occupancy is expected at 96.2%.

The Zacks Consensus Estimate of $778.72 million for second-quarter revenues indicates a 2.44% year-over-year increase. For the second quarter of 2026, the company projected core FFO per share in the range of $2.72-$2.82.

Before the second-quarter earnings release, the company’s activities were inadequate to gain analysts’ confidence. The Zacks Consensus Estimate for the quarterly core FFO per share has remained unchanged at $2.80 over the past two months. It implies a year-over-year marginal decline.

Here Is What Our Quantitative Model Predicts for AVB:Our proven model does not conclusively predict a beat in terms of FFO per share for AvalonBay this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is not the case here.

AvalonBay currently carries a Zacks Rank of 4 (Sell) and has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks That Warrant a Look

Here are two stocks from the broader REIT sector — SL Green Realty (SLG - Free Report) and Cousins Properties (CUZ - Free Report) — you may want to consider, as our model shows that these have the right combination of elements to report an FFO beat this quarter.

SL Green is slated to report quarterly numbers on July 22. SLG has an Earnings ESP of +7.20% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Cousins is slated to report quarterly numbers on July 30. CUZ has an Earnings ESP of +0.45% and a Zacks Rank of 3 at present.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.

Freeport-McMoRan (FCX - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis mining company is expected to post quarterly earnings of $0.60 per share in its upcoming report, which represents a year-over-year change of +11.1%.

Revenues are expected to be $6.47 billion, down 14.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 6.52% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Freeport-McMoRan?For Freeport-McMoRan, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +6.93%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Freeport-McMoRan will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Freeport-McMoRan would post earnings of $0.47 per share when it actually produced earnings of $0.57, delivering a surprise of +21.28%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Freeport-McMoRan appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Mining - Non Ferrous industry, First Quantum Minerals (FQVLF - Free Report) , is soon expected to post loss of $0 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -100%. This quarter's revenue is expected to be $1.42 billion, up 15.4% from the year-ago quarter.

The consensus EPS estimate for First Quantum Minerals has been revised 11.3% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -424.99%.

When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that First Quantum Minerals will beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

For the quarter ended June 2026, ABB (ABBNY - Free Report) reported revenue of $9.48 billion, up 6.5% over the same period last year. EPS came in at $0.66, compared to $0.63 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $9.34 billion, representing a surprise of +1.46%. The company delivered an EPS surprise of -16.46%, with the consensus EPS estimate being $0.79.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how ABB performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Orders received: $12.04 billion compared to the $10.64 billion average estimate based on two analysts.Orders received - Electrification Products: $7.23 billion compared to the $6.13 billion average estimate based on two analysts.Orders received - Industrial / Process Automation: $2.45 billion versus the two-analyst average estimate of $2.49 billion.Orders received - Corporate and Other: $-235 million versus the two-analyst average estimate of $-348.15 million.Book-to-bill -Total: 1.3% versus the two-analyst average estimate of 1.1%.Book-to-bill - Electrification: 1.4% compared to the 1.2% average estimate based on two analysts.Book-to-bill - Industrial Automation: 1.1% compared to the 1.2% average estimate based on two analysts.Book-to-bill - Motion: 1.2% versus 1% estimated by two analysts on average.Revenues- Electrification Products: $5.2 billion versus the two-analyst average estimate of $5.14 billion.Revenues- Motion: $2.22 billion compared to the $2.28 billion average estimate based on two analysts.Revenues- Corporate: $-135 million versus the two-analyst average estimate of $-204.6 million.Revenues- Industrial / Process Automation: $2.19 billion compared to the $2.16 billion average estimate based on two analysts.View all Key Company Metrics for ABB here>>>

Shares of ABB have returned -2.1% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Key Takeaways SYF is expected to report Q2 revenue growth, despite a projected year-over-year EPS decline.Synchrony may benefit from higher purchase volumes, net interest margin and growth in key lending segments.SYF has a positive Earnings ESP, while higher operating costs may partially offset business gains. Consumer financial services company, Synchrony Financial (SYF - Free Report) , is set to report second-quarter 2026 results on July 21, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $2.02 per shareon revenues of $4.67 billion.

The second-quarter earnings estimate has witnessed no upward revision and three downward movements over the past 30 days. The bottom-line projection indicates a year-over-year decrease of 19.2%. The Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 3.4%.

Image Source: Zacks Investment Research

For full-year 2026, the Zacks Consensus Estimate for Synchrony’s revenues is pegged at $19.12 billion, implying an increase of 3.6% year over year. However, the consensus mark for the current year EPS is pegged at $9.34, signaling a decline of around 0.9% on a year-over-year basis.

SYF’s earnings beat the consensus estimate in three of the last four quarters and met once, with the average surprise being 20.7%.

Q2 Earnings Whispers for SYFOur proven model predicts a likely earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here.

Synchronyhas an Earnings ESP of +2.07% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

What’s Shaping SYF’s Q2 Results?Synchrony is expected to have seen advantages in the second quarter from increased net interest margin and higher purchase volumes. Our model predicts interest and fees on loans of $5.47 billion for the quarter, up 2.6% from a year ago. Higher figures from Health & Wellness and Digital are likely to have anchored the results.

The Zacks Consensus Estimate for net interest margin is pegged at 15.31%, up from 14.78% achieved a year ago, increasing its profitability. The consensus mark for total purchase volumes indicates 5.1% year-over-year growth. The Zacks Consensus Estimate indicates that the total average active accounts are likely to increase 1.2% in the second quarter.

The consensus mark for the net charge-offs ratio is pegged at 5.61, down from 5.70 a year ago. The above-mentioned factors are likely to have benefited the company in the second quarter, positioning it for an earnings beat.

However, Synchrony is expected to have incurred increased information processing and employee costs in the second quarter, partially offsetting the positives. Also, RSA is expected to have increased nearly 10% year over year in the second quarter. SYF is expected to have witnessed a 0.2% decrease in average interest-earning assets.

Other Stocks That Warrant a LookHere are some other companies worth considering from the broader Finance space, as our model shows that these, too, have the right combination of elements to beat on earnings this time around:

Brookfield Asset Management Ltd. (BAM - Free Report) has an Earnings ESP of +4.55% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Brookfield Asset Management’s bottom line for the to-be-reported quarter is pegged at 44 cents per share, which indicates 15.8% year-over-year growth. The consensus estimate for BAM’s revenues is pegged at $1.49 billion, a 15.6% increase from a year ago.

American Express Company (AXP - Free Report) has an Earnings ESP of +0.73% and a Zacks Rank #3 at present.

The Zacks Consensus Estimate for AmEx’s bottom line for the to-be-reported quarter is pegged at $4.41 per share, which increased by 2 cents over the past week and indicates 8.1% year-over-year growth. The consensus estimate for AmEx’s revenues is pegged at $19.62 billion, a 9.9% increase from a year ago.

Virtu Financial, Inc. (VIRT - Free Report) has an Earnings ESP of +14.23% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for Virtu Financial’s bottom line for the to-be-reported quarter is pegged at $1.59 per share, a growth of 3.9% from a year ago. The consensus estimate for VIRT’s revenues is pegged at $602.74 million, a 6.2% year-over-year jump.

The market expects Ovintiv (OVV - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis energy company is expected to post quarterly earnings of $2.00 per share in its upcoming report, which represents a year-over-year change of +96.1%.

Revenues are expected to be $2.39 billion, up 3% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 11.73% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Ovintiv?For Ovintiv, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Ovintiv will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Ovintiv would post earnings of $1.85 per share when it actually produced earnings of $2.00, delivering a surprise of +8.11%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Ovintiv doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Wall Street analysts forecast that Northrop Grumman (NOC - Free Report) will report quarterly earnings of $6.84 per share in its upcoming release, pointing to a year-over-year decline of 3.8%. It is anticipated that revenues will amount to $10.78 billion, exhibiting an increase of 4.1% compared to the year-ago quarter.

The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

In light of this perspective, let's dive into the average estimates of certain Northrop Grumman metrics that are commonly tracked and forecasted by Wall Street analysts.

Analysts predict that the 'Sales- Mission Systems' will reach $3.21 billion. The estimate indicates a year-over-year change of +1.5%.

Analysts forecast 'Sales- Aeronautics Systems' to reach $3.27 billion. The estimate suggests a change of +4.9% year over year.

Analysts' assessment points toward 'Sales- Space Systems' reaching $2.73 billion. The estimate indicates a change of +3.2% from the prior-year quarter.

The average prediction of analysts places 'Sales- Defense Systems' at $2.14 billion. The estimate indicates a year-over-year change of +7.3%.

According to the collective judgment of analysts, 'Operating income (loss)- Mission Systems' should come in at $468.64 million. The estimate is in contrast to the year-ago figure of $441.00 million.

It is projected by analysts that the 'Operating income (loss)- Space Systems' will reach $299.67 million. Compared to the current estimate, the company reported $280.00 million in the same quarter of the previous year.

The consensus among analysts is that 'Operating income (loss)- Aeronautics Systems' will reach $307.92 million. Compared to the present estimate, the company reported $321.00 million in the same quarter last year.

Analysts expect 'Operating income (loss)- Defense Systems' to come in at $214.78 million. The estimate is in contrast to the year-ago figure of $253.00 million.

The consensus estimate for 'Segment operating income adjustment- Unallocated corporate expenses' stands at -$55.00 million. The estimate is in contrast to the year-ago figure of $143.00 million.

View all Key Company Metrics for Northrop Grumman here>>>

Over the past month, shares of Northrop Grumman have returned -4.5% versus the Zacks S&P 500 composite's +0.5% change. Currently, NOC carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Key Takeaways Vicor is expanding manufacturing capacity to meet AI-driven demand and support future design wins.Vicor invested $12.4 million in capital expenditures during Q1 to expand manufacturing capacity.Vicor expects expanded production capacity to better convert its $300.6 million backlog into revenues. Vicor Corporation (VICR - Free Report) is strengthening its long-term growth outlook by expanding manufacturing capacity to support increasing demand for its advanced power solutions. As AI infrastructure investments accelerate, VICR’s production expansion is expected to remove a key supply constraint, enabling it to serve existing customers more effectively while supporting future design wins. With demand already outpacing available supply, capacity expansion appears to be the primary catalyst for Vicor's next growth phase.

Demand visibility remains strong heading into the second half of 2026, making additional manufacturing investments increasingly important. First-quarter 2026 revenues increased 20.2% year over year to $113 million, while its book-to-bill ratio remained above 2. One-year backlog climbed 70% sequentially to $300.6 million, reflecting demand well above current production levels. Capital expenditures totaled $12.4 million during the quarter, with additional investments planned to expand manufacturing capacity.

Vicor is enhancing output at its existing Federal Street manufacturing facility through equipment additions and process optimization while advancing plans for a second fabrication facility. The company believes these initiatives can significantly increase the revenue-generating capacity of its existing operations, providing greater flexibility to support customer ramps before the second fab becomes operational. This phased expansion strategy should help meet growing demand without disrupting execution.

The strategy is already showing encouraging signs as Vicor raised its second-quarter 2026 revenue guidance to $142 million from $126 million, reflecting stronger product revenue expectations. With demand exceeding current production capacity, the company's manufacturing expansion should improve its ability to convert backlog into revenues, potentially unlocking its next phase of sustainable growth.

How Do VICR’s Rivals Stack Up?Vicor operates alongside Monolithic Power Systems (MPWR - Free Report) and Analog Devices (ADI - Free Report) in the power management market. Monolithic Power Systems continues to expand its manufacturing capabilities and product portfolio to support AI and cloud infrastructure demand, while Analog Devices is investing to strengthen production capabilities and supply chain resilience for high-performance power solutions. Unlike Monolithic Power Systems and Analog Devices, Vicor's current investment focus is on expanding manufacturing capacity to address supply constraints and support its next phase of revenue growth.

VICR’s Price Performance, Valuation & EstimatesVicor stock has surged 137.8% year to date, outperforming the Zacks Electronic Miscellaneous Components industry's decline of 14.1% and the broader Computer and Technology sector's appreciation of 15.8%.

VICR’s YTD Price Return Performance
Image Source: Zacks Investment Research

VICR shares are trading at a forward 12-month price/sales of 14.64X compared with the broader sector’s 6.85X.

VICR’s Forward 12 Months (P/S) Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for VICR’s 2026 EPS is pegged at $2.94 per share, up 23 cents over the past 30 days, indicating year-over-year growth of 12.64%.

Vicor carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Low-interest funding helps keep customer costs down while advancing water quality

, /PRNewswire/ -- The Shapiro administration yesterday announced that Pennsylvania American Water was awarded grants and low-interest loans from the Pennsylvania Infrastructure Investment Authority (PENNVEST) totaling $64,106,000. The funding will support water infrastructure improvement projects in Allegheny, Cumberland and Susquehanna counties.

"At Pennsylvania American Water, we strive to provide our customers with high-quality, reliable water and wastewater services while also meeting environmental standards and state and federal regulations. We're thankful to PENNVEST for approving our funding requests and supporting us in that mission," said the company's vice president of engineering, Tony Nokovich. "These projects will have a positive impact on the service provided for our customers by enabling us to continue our efforts to improve water and infrastructure across the state."

A PENNVEST grant of $2,694,306 and loan of $6,205,694 will fund the replacement of approximately 575 identified lead and galvanized lead-impacted water service lines in Dormont Borough, Allegheny County. The removal of all leaded components will provide direct water quality improvements to customers and is consistent with regulatory and Pennsylvania American Water initiatives to eliminate lead-containing lines from the public water supply system. Learn more at pennsylvaniaamwater.com/leadfacts. The interest terms for the loan are 1.00% for the full 25.25-year loan period.

"I am proud to have advocated for this funding and look forward to the positive impact it will make in Dormont," said Pennsylvania State Senator Wayne Fontana. "Clean water infrastructure continues to be a priority of mine and when the state can partner with organizations such as Pennsylvania American Water to make that happen, it is good for everyone."

"This is an incredible investment for Dormont. Not only will it ensure that people have clean drinking water and infrastructure that will hold up for decades to come, but it will also protect residents from footing the bill of replacement, which is so important right now as costs are rising everywhere," said Pennsylvania State Representative Jen Mazzocco.

In Cumberland County, a PFAS project to construct a new per- and polyfluoroalkyl (PFAS) treatment system at the company's Silver Spring Water Treatment Plant, which serves customers across 12 municipalities, received a PENNVEST grant of $2,447,879 and loan of $27,758,121. The proposed upgrades will install new granular activated carbon filter vessels designed to help ensure water meets U.S. Environmental Protection Agency PFAS regulations going into effect in 2029. It will also include additional pump, electrical, back-up power, security and stormwater improvements required as part of the new treatment system. The interest terms for the loan are 1.743% for the first five years and 2.179% for the remainder of the 20-year loan period.

"Access to safe, reliable drinking water is absolutely essential," said Pennsylvania State Representative Thomas Kutz. "This $2.4 million state grant represents a significant investment in our community and in the roughly 85,000 people who depend on the Silver Spring Water Treatment Plant. I'm grateful to Pennsylvania American Water for its continued commitment to strengthening Cumberland County's water infrastructure and ensuring a dependable supply for generations to come."

Pennsylvania American Water's Susquehanna Water Treatment Plant construction project in Harmony Township received a $25,000,000 PENNVEST loan. Due to the significant age, ongoing maintenance requirements and concerns related to the structural integrity of the existing plant's facilities, a new water treatment plant will be constructed on nearby company property to serve the system's more than 4,200 customers. The interest terms for the loan are 1.00% for the first five years and 1.743% for the remainder of the 20-year loan period.

"Funding this project will ensure families in our community have safe, reliable drinking water by replacing aging infrastructure and modernizing treatment systems," said Pennsylvania State Senator Lisa Baker. "With PENNVEST's low‑interest financing, it delivers long-term health and affordability benefits for the 1,481 households who depend on this water supply."

"Every Pennsylvanian has a constitutional right to pure water, and my Administration is continuing that work by investing in projects that modernize aging water infrastructure, replace lead service lines, and address contaminants like PFAS," said Governor Josh Shapiro in the Commonwealth's official announcement. "PENNVEST is helping communities across the Commonwealth make these critical upgrades so more Pennsylvanians have clean, safe, reliable drinking water when they turn on the tap."

Since July 2024, PENNVEST has awarded Pennsylvania American Water more than $261.6 million in funding, including $29 million in grants and $231 million in low-interest loans to support statewide water and wastewater infrastructure projects. Learn more about this funding and how it helps the company reduce costs for its customers at pennsylvaniaamwater.com/pennvest.

About American Water 
American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886 and celebrating 140 years in 2026, We Keep Life Flowing® by providing safe, clean, reliable and affordable drinking water and wastewater services to approximately 14 million people with regulated operations in 14 states and on 18 military installations. American Water's approximately 7,000 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders. For more information, visit amwater.com and join American Water on LinkedIn, Facebook, X and Instagram.

About Pennsylvania American Water
Pennsylvania American Water, a subsidiary of American Water, is the largest regulated water utility in the state with approximately 1,200 dedicated employees working to provide safe, clean, reliable and affordable water and wastewater services to approximately 2.5 million people.

SOURCE American Water

Key Takeaways Super Micro Computer launched 10 RDHx models, removing 10-120 kW of heat per rack for AI and HPC workloads.SMCI's RDHx systems fit new and existing data centers with standard rack compatibility and fewer upgrades.Super Micro Computer bundles cooling, servers and software into integrated AI data center solutions. Super Micro Computer (SMCI - Free Report) earlier reported that it is on track to scale rack production capacity to more than 6,000 AI racks per month by the end of fiscal 2026, including 3,000 direct liquid cooling (DLC) racks per month. The company recently announced an expansion of its liquid cooling portfolio to help data centers handle the growing heat generated by AI and high-performance computing (HPC) servers.

SMCI introduced 10 new Rear Door Heat Exchanger (RDHx) models that can remove between 10 kW and 120 kW of heat per rack, with total rack-level cooling reaching 240 kW. The rear door heat exchanger, which is installed in the back of the server rack as a cooling door, uses liquid to absorb and dissipate heat to keep AI servers cool while consuming less energy than traditional air cooling systems.

The new cooling products are part of Super Micro Computer’s Data Center Building Block Solutions, which combine servers, racks, cooling, networking, management software and deployment services into a complete data center solution. Customers can buy an integrated system instead of sourcing components from multiple vendors, simplifying deployment and reducing integration risks.

A key advantage of the new RDHx portfolio is its flexibility. The solutions can be installed in both newly built and existing data centers without requiring major infrastructure changes. They are compatible with standard EIA, ORv3 and NVIDIA MGX racks, allowing operators to upgrade facilities for AI workloads without constructing entirely new data centers.

The cooling systems also include intelligent fan controls, anti-condensation protection and redundant components to improve reliability while lowering operating costs. This is Super Micro Computer’s strategy of offering end-to-end AI infrastructure rather than just servers. As AI clusters become denser and generate significantly more heat, efficient liquid cooling is becoming an essential requirement.

How Competitors Fare Against SMCIThe AI data center market is growing rapidly, with players like Hewlett Packard Enterprise (HPE - Free Report) and Dell Technologies (DELL - Free Report) already competing with SMCI in this space for greater market share. Hewlett Packard Enterprise offers liquid-cooled HPC and AI servers through its HPE Cray and Apollo systems.

Dell offers liquid cooling architectures through its Apex and PowerEdge platforms. Dell has designed its AI server solutions to be custom and modular by adding both air and liquid cooling features with 24-hour rack deployment turnaround and end-to-end deployment services. These key differentiators make its server easy to deploy, hence encouraging smoother adoption.

Hewlett Packard Enterprise offers a range of servers, including HPE ProLiant, HPE Synergy, HPE BladeSystem and HPE Moonshot servers. Dell Technologies has built the Dell AI Factory in collaboration with NVIDIA. Dell also collaborated with Red Hat Enterprise Linux AI for Dell PowerEdge servers.

SMCI’s Price Performance, Valuation and EstimatesShares of Super Micro Computer have lost 8.2% year to date against the Zacks Computer – Storage Devices industry’s growth of 236.6%.

SMCI YTD Performance Chart
Image Source: Zacks Investment Research

From a valuation standpoint, SMCI is trading at a discount at a forward 12 Month P/S multiple of 0.31X compared with the industry’s P/S multiple of 3.76X.

SMCI Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Super Micro Computer’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 25.7% and 24.2%, respectively. Earnings estimates for fiscal 2026 and 2027 have remained unchanged for the past 30 days.

Image Source: Zacks Investment Research

Super Micro Computer currently carries a Zacks Rank #4 (Sell).

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

At its 2026 K–12 User Conference, Blackbaud shared human-centered AI capabilities that will help schools increase enrollment, strengthen engagement, and reduce operational complexity

, /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the world's leading provider of AI-powered solutions for social impact, today announced new AI-driven innovations for independent K–12 schools at its 2026 K–12 User Conference, including a preview of its new Admissions Agent designed to help schools guide prospective families, improve enrollment outcomes, and streamline admissions workflows.

Private schools today are navigating rising expectations for personalized experiences alongside growing administrative pressure, increasingly complex operations and high turnover rates. Many are exploring how to apply AI in meaningful ways that support their teams by reducing administrative burden and spending more time building the human connections that define education.

Blackbaud's latest innovations are built to meet this moment, bringing human-centered AI to education with intelligent tools embedded directly into its K-12 solutions to help schools turn insight into action. By unifying these capabilities within a shared data foundation, Blackbaud's Total School Solution helps schools reduce fragmentation, gain clearer insight, and take more coordinated action across their entire community.

"Education is, and always will be, a deeply human experience," said Mark Davis, vice president and general manager of education products, Blackbaud. "Our focus is on using responsible AI to reduce administrative burden and strengthen the relationships at the heart of schools, giving teams the tools to act earlier, operate more efficiently, and deliver more connected experiences for families."

Introducing the Admissions Agent
At the center of Blackbaud's latest announcements is the Admissions Agent, part of the company's broader Agents for Good™ agentic AI suite. Purpose-built for schools, the Admissions Agent will enable every independent school to offer the high-touch, personalized admissions experience that previously only the most well-resourced institutions could achieve. The Agent works semi-autonomously or fully autonomously based on each school's comfort level, always within guardrails and always human-centered.

The Agent will:

Reduce friction throughout the admissions funnel, guiding families through each stage of the process Give potential applicants rapid answers to critical questions Keep families engaged with timely, personalized follow-up Identify where prospective families may be dropping off from the admission process Increase qualified, complete applications with a concierge admissions experience Blackbaud will launch an early adopter program soon to partner with schools on shaping the solution to meet the specific needs of school administrators.

Driving a New Era of Connected Intelligence
Blackbaud is embedding AI across its K–12 solutions to help schools move from managing systems to driving outcomes. Innovation highlighted across Blackbaud's Total School Solution to reduce manual work and improve coordination across the campus includes:

Candidate Insights—predictive enrollment and engagement insights—that draw on both historical and real-time data, as well as Blackbaud's proprietary insights to recommend next best actions to engage candidates Blackbaud AI Chat that helps administrators quickly ask questions of their data, get insights in plain language and take action, directly within the solution A Common Records Engine that syncs data in real time between Blackbaud Student Information System™ and Blackbaud Raiser's Edge NXT®, breaking down silos between departments A new Enrollment Contracts capability that simplifies the enrollment process, enabling administrators to streamline contract adjustments and automatically pull in financial management teams once a contract is signed Student Success Insights that help schools proactively identify and support at-risk students A new Parent Initiated Attendance feature that allows parents to submit absences, tardies and early dismissals directly through the Student Information System portal, providing real-time information to both administrative staff and teachers Enhancements across Blackbaud's Learning Management System from a new, simpler grading hub to AI tools that help teachers create and manage assignments An AI-enabled Collections Assistant that helps finance teams get ahead of late payments and see the full picture of a family's situation Together, these advancements enable schools to operate more proactively and reduce administrative burden while improving how they engage students and families.

A Community Focused on the Future
Blackbaud's K–12 User Conference brings together hundreds of school leaders, educators, and administrators for three days of hands-on learning, product innovation sessions, and peer collaboration. Attendees explore new technologies, participate in breakout sessions and discussions, and connect with peers and partners to share best practices and ideas for the future of K–12 private education. Day three will feature the popular Unconference experience—an open, participant-driven forum where educators shape the agenda based on topics that matter most to them.

"Blackbaud has a long history of commitment to education and schools, and this conference is one of the special things they do," said John Yen, director of technology, Polytechnic School. "There are so few conferences and networking opportunities for the support staff and administrators in schools, and this is an important opportunity to engage, learn, and share best practices. With AI at the forefront of technology today, ensuring the underpinnings of our school operations is the essential foundation in weathering changing times and the ongoing evolution in education."

Supporting Stronger Outcomes for Schools
"Research shows that teachers and staff spend over 50% of their time on administrative work," Blackbaud's Mark Davis added. "At Blackbaud we're integrating AI into the tools they use every day to reduce that burden and provide more opportunity to focus on what's most important: empowering student success."

Learn more about Blackbaud's AI-powered solutions for K–12 schools here. And learn more about Blackbaud's approach to Responsible AI here.

About Blackbaud
Blackbaud (NASDAQ: BLKB) is the world's leading provider of AI-powered solutions for social impact. Serving nonprofits, educational institutions, companies committed to corporate social responsibility, and individual change makers, Blackbaud propels impact at scale with the sector's most intelligent solutions for fundraising and engagement, education solutions, financial management and CSR and grantmaking. With the deepest expertise powered by the world's largest philanthropic data set, the most connected workflows, and the most powerful impact network, Blackbaud's solutions are building a future where resources are unleashed at the speed of need. Blackbaud has been recognized by Fast Company, Newsweek, Quartz, Forbes and more for AI innovation, responsible leadership and workplace excellence. Blackbaud has operations in the United States, Australia, Canada, Costa Rica, India and the United Kingdom, supporting users in 100+ countries. Learn more at www.blackbaud.com or follow us on X/Twitter, LinkedIn, Instagram and Facebook.

Media Inquiries
[email protected] 

Forward-looking Statements
Except for historical information, all of the statements, expectations and assumptions contained in this news release are forward-looking statements that involve a number of risks and uncertainties, including statements regarding expected benefits of products and product features. Although Blackbaud attempts to be accurate in making these forward-looking statements, it is possible that future circumstances might differ from the assumptions on which such statements are based. In addition, other important factors that could cause results to differ materially include the following: general economic risks; uncertainty regarding increased business and renewals from existing customers; continued success in sales growth; management of integration of acquired companies and other risks associated with acquisitions; risks associated with successful implementation of multiple integrated software products; the ability to attract and retain key personnel; risks associated with management of growth; lengthy sales and implementation cycles; technological changes that make our products and services less competitive; and the other risk factors set forth from time to time in the SEC filings for Blackbaud, copies of which are available free of charge at the SEC's website at www.sec.gov or upon request from Blackbaud's investor relations department. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc.

SOURCE Blackbaud

Key Takeaways Hasbro's second-quarter results are expected to benefit from strength in the Wizards of the Coast business.HAS is likely to see demand supported by gaming, collectibles and entertainment-driven product launches.HAS margins may remain under pressure from royalties, digital investments and higher input costs. Hasbro, Inc. (HAS - Free Report) is scheduled to report second-quarter 2026 results on July 21, before the opening bell. In the last reported quarter, the company’s earnings surpassed the Zacks Consensus Estimate by 31.3%.

HAS’ earnings have topped the consensus mark in each of the trailing four quarters, the average surprise being 37.9%.

How Are Estimates Placed?The Zacks Consensus Estimate for earnings is pegged at $1.15 per share, indicating a 11.5% decrease from $1.30 reported a year ago.

For revenues, the consensus estimate is pinned at $1.05 billion, implying a 6.7% increase from the prior-year quarter’s reported figure.

Factors to Note Ahead of HAS’ Q2 ResultsRevenuesHasbro’s top line in second-quarter 2026 is likely to have been driven by continued strength in its Wizards of the Coast segment. The MAGIC franchise remains a key growth engine, supported by record demand across premier releases, expanding organized play and a growing player base. Strong backlist demand, broader distribution through the Wizards Play Network and momentum from the Secrets of Strixhaven release are likely to have supported sales volumes. The expanding MAGIC ecosystem across tabletop, digital platforms and live events might have further supported revenue growth.

Our model predicts that total Wizards of the Coast & Digital Gaming revenues are likely to increase 8% year over year to $564 million.

Additionally, the Consumer Products segment is expected to have benefited from healthy point-of-sale trends, lean retailer inventories and a stronger entertainment slate. Product launches tied to major entertainment franchises and continued focus on gaming, collectibles and multi-generational brands are likely to have supported demand. Stable contributions from digital gaming, including recurring revenue streams from mobile titles, are also likely to have supported overall revenues.

Our model predicts that total Consumer Products revenues are likely to increase 2.5% year over year to $453.7 million.

EarningsMargins and earnings in second-quarter 2026 are likely to have remained under pressure despite expected revenue growth. Higher royalty expenses associated with licensed products and entertainment partnerships are expected to have weighed on profitability. Ongoing investments in digital gaming initiatives, product development and marketing for future game launches might have further limited margin expansion. In addition, rising oil-related input costs, including freight, resin and packaging expenses, are likely to have increased operating costs despite the company's continued productivity initiatives and cost-saving efforts.

Our model predicts gross profit margin to contract 530 basis points year over year 71.7%.

What Our Model Says About HAS StockOur proven model predicts an earnings beat for Hasbro this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.

HAS’ Earnings ESP: Hasbro has an Earnings ESP of +2.46%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

HAS’ Zacks Rank: The company has a Zacks Rank #3 at present.

Other Stocks Poised to Beat on EarningsHere are some other stocks from the Zacks Consumer Discretionary sector that investors may consider, as our model shows that these, too, have the right combination of elements to post an earnings beat.

JAKKS Pacific, Inc. (JAKK - Free Report) currently has an Earnings ESP of +51.02% and a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.

JAKK’s earnings for the to-be-reported quarter are expected to increase 733.3%. JAKKS Pacific reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 53%.

Hooker Furnishings Corporation (HOFT - Free Report) has an Earnings ESP of +150.00% and a Zacks Rank of 3 at present.

Hooker Furnishings is expected to register a 93.6% increase in earnings for the to-be-reported quarter. HOFT reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 126.1%.

Royal Caribbean Cruises Ltd. (RCL - Free Report) currently has an Earnings ESP of +0.77% and a Zacks Rank of 3.

RCL’s earnings for the to-be-reported quarter are expected to decrease 10.5%. Royal Caribbean reported better-than-expected earnings in the trailing three out of four quarters and missed once, the average surprise being 5.1%.

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Calix and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Calix securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]  

On April 21, 2026, after the market closed, Calix reported results for the first quarter of 2026 earnings, including that "[n]on-GAAP gross margin was 57.2%, a decrease of 80 basis points sequentially."  Further, the Company reported gross margin guidance for the second quarter of 2026 is "55.8% (at the midpoint) is down 140 basis points from the previous quarter.  This decline is primarily due the increase in memory component costs."  In an accompanying earnings call on the same day, Calix's Chief Financial Officer, Cory Sindelar, said that "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter.  However, that advanced supply has run its course, and we now face market prices."  Sindelar further revealed that, "reflecting the effects of higher memory component costs," "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points." 

On this news, Calix's stock price fell $6.93 per share, or 13.98%, to close at $42.65 per share on April 22, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980 

SOURCE Pomerantz LLP

The upcoming report from East West Bancorp (EWBC - Free Report) is expected to reveal quarterly earnings of $2.61 per share, indicating an increase of 14.5% compared to the year-ago period. Analysts forecast revenues of $785.94 million, representing an increase of 11.8% year over year.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

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

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

In light of this perspective, let's dive into the average estimates of certain East West Bancorp metrics that are commonly tracked and forecasted by Wall Street analysts.

The collective assessment of analysts points to an estimated 'Net interest margin' of 3.5%. Compared to the present estimate, the company reported 3.4% in the same quarter last year.

Analysts predict that the 'Efficiency ratio' will reach 35.4%. The estimate is in contrast to the year-ago figure of 36.4%.

It is projected by analysts that the 'Average Balance - Total interest-earning assets' will reach $79.83 billion. The estimate is in contrast to the year-ago figure of $73.90 billion.

The combined assessment of analysts suggests that 'Total nonperforming assets' will likely reach $221.84 million. Compared to the current estimate, the company reported $171.68 million in the same quarter of the previous year.

The consensus among analysts is that 'Leverage ratio' will reach 11.0%. Compared to the current estimate, the company reported 10.6% in the same quarter of the previous year.

Analysts expect 'Tier 1 capital ratio' to come in at 15.2%. The estimate is in contrast to the year-ago figure of 14.5%.

Analysts' assessment points toward 'Total capital ratio' reaching 16.5%. Compared to the current estimate, the company reported 15.8% in the same quarter of the previous year.

Analysts forecast 'Total nonaccrual loans' to reach $186.16 million. Compared to the current estimate, the company reported $139.45 million in the same quarter of the previous year.

The consensus estimate for 'Total Noninterest Income' stands at $98.34 million. Compared to the present estimate, the company reported $86.18 million in the same quarter last year.

According to the collective judgment of analysts, 'Net Interest Income' should come in at $687.82 million. The estimate compares to the year-ago value of $617.07 million.

The average prediction of analysts places 'Commercial and consumer deposit-related fees' at $30.01 million. The estimate is in contrast to the year-ago figure of $26.87 million.

Based on the collective assessment of analysts, 'Lending fees' should arrive at $26.23 million. Compared to the current estimate, the company reported $25.59 million in the same quarter of the previous year.

View all Key Company Metrics for East West Bancorp here>>>

Over the past month, East West Bancorp shares have recorded returns of +4.1% versus the Zacks S&P 500 composite's +0.5% change. Based on its Zacks Rank #3 (Hold), EWBC will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

LONDON, Ontario, July 16, 2026 (GLOBE NEWSWIRE) -- Aduro Clean Technologies Inc. (“Aduro” or the “Company”) (Nasdaq: ADUR) (TSX: ACT) (FSE: 9D5), a clean technology company using the power of chemistry to transform lower-value feedstocks, like waste plastics, heavy bitumen, and renewable oils, into resources for the 21st century, today announced that its collaboration with ECOCE, A.C. (“ECOCE”) has advanced to the next phase following completion of Phase 1 feedstock mapping and stream selection. Selected post-consumer flexible plastic packaging streams in Mexico are now moving into a Hydrochemolytic™ Technology (“HCT”) test campaign to evaluate their conversion into liquid hydrocarbon products for downstream circular plastics applications.

The collaboration, announced in December 2025, is structured as a phased, data-driven evaluation of flexible plastic packaging collected through recovery systems in Mexico. Phase 1 drew on ECOCE’s ongoing national feedstock mapping program, conducted for its member companies, from which the parties completed the selection of candidate material streams for the next stage of work. Led by ECOCE, the mapping identified multiple post-consumer flexible packaging streams and assessed them for estimated availability, collection routes, physical form, contamination profile, and preparation requirements. The work identified candidate streams with sufficient available volume to support an industrially relevant evaluation and with material characteristics that warrant advancement to HCT testing.

Flexible plastic packaging is one of the most difficult material categories to manage within existing recycling systems. These streams can include polyethylene, polypropylene, and multilayer packaging formats, along with inks, adhesives, mixed structures, small formats, and varying levels of contamination. In line with the waste hierarchy, reduction, reuse, and mechanical recycling remain preferred options where they are technically and economically viable. For flexible packaging streams that are not well suited to mechanical or physical recycling, the collaboration is evaluating whether HCT can provide a route to recover hydrocarbon value from these materials and help return them to the plastics value chain.

ECOCE has identified flexible plastic packaging as a major and growing material category in Mexico, with available data indicating that approximately 1.5 million tonnes of flexible plastic packaging are generated annually in the country. Phase 1 has built on that market context by mapping candidate flexible and multilayer plastic packaging waste streams, including material categories, collection routes, geographic sourcing, and indicative contamination levels. The materials mapped through Phase 1 include flexible polypropylene packaging, flexible polyethylene packaging, and multilayer flexible packaging, including common post-consumer formats such as snack and cookie wrappers, grocery and bread bags, seed and grain packaging, pet food packaging, cold-cut and dairy packaging, and resealable pouch formats.

ECOCE’s work with leading food and beverage companies, representing more than 400 brands, gives the collaboration practical relevance to packaging value-chain priorities and the need for credible circularity options for difficult-to-recycle flexible packaging. The objective is to build an evidence-based understanding of how selected flexible packaging streams can move through a circular value chain: from post-consumer collection and characterization, through feedstock preparation and HCT conversion, to liquid hydrocarbon products for evaluation by petrochemical and polymer value chains.

With Phase 1 complete and the next-phase testing program defined, the collaboration now moves into HCT testing of selected material streams. Aduro will begin with lab-scale evaluation to assess how selected Mexican flexible and multilayer plastic waste streams respond to HCT, including processability, product characteristics, yield, residues, contaminant behaviour, and mass balance. As part of this next phase, Adrián Velasco, Director of Flexible Plastic Packaging at ECOCE, will visit Aduro facilities to review the testing pathway, sample requirements, and pilot-scale development program. The visit will help align ECOCE’s knowledge of recovery systems in Mexico with the Company’s technical evaluation process as selected streams move from feedstock mapping into HCT testing. Successful lab-scale results will inform progression to Phase 3 testing on the Next Generation Process (“NGP”) Pilot Plant to support scale-up assessment, customer evaluation, and future commercial analysis.

“Phase 1 has moved this collaboration from a market opportunity into a defined technical feedstock program,” said Ofer Vicus, CEO of Aduro. “ECOCE brings practical insight into how flexible packaging moves through Mexican recovery systems, helping us select representative material streams for HCT testing. The next phase will generate the data that matters for scale-up and economics, including processability, product quality, yield, contaminant behaviour, and the potential value of HCT-derived liquids as circular hydrocarbon feedstocks. This is how Aduro advances commercialization: by connecting real materials, downstream requirements, economic validation, and a clear pathway from lab testing to the NGP Pilot Plant.”

“Flexible plastic packaging is one of the most important material-management challenges in Mexico,” said Adrián Velasco, Director of Flexible Plastic Packaging at ECOCE. “Through this collaboration, ECOCE is helping connect real recovery-system data with the technical work needed to evaluate circular solutions for these materials. My visit to Aduro facilities as the collaboration moves into HCT testing will allow us to review the testing pathway directly, align on sample requirements, and better understand how selected Mexican flexible packaging streams could be evaluated for return to the plastics value chain.”

Results from the next phase will give Aduro and ECOCE the technical and economic evidence to help assess material suitability, product quality, scale-up requirements, and future commercial options for returning difficult-to-recycle flexible packaging to the plastics value chain.

About ECOCE

ECOCE, A.C. is a non-profit civil association in Mexico created and supported by the food and beverage industry to promote the proper management, collection, and recycling of post-consumer packaging waste. ECOCE brings together leading beverage and food companies, representing more than 400 brands, along with strategic allies working to advance circular economy practices for packaging in Mexico.

ECOCE works with industry, government, educational institutions, civil society, and citizens to strengthen recycling culture, support proper separation and recovery of packaging materials, and help direct post-consumer packaging into recycling systems. As ECOCE expands its focus from PET and other established material streams to flexible plastic packaging, it brings practical knowledge of Mexico recovery systems, packaging formats, collection infrastructure, and member-company circularity priorities. For further information, visit www.ecoce.mx.

About Aduro Clean Technologies

Aduro Clean Technologies is a developer of patented water-based technologies to chemically recycle waste plastics; convert heavy crude and bitumen into lighter, more valuable oil; and transform renewable oils into higher-value fuels or renewable chemicals. The Company’s Hydrochemolytic™ technology relies on water as a critical agent in a chemistry platform that operates at relatively low temperatures and cost, a game-changing approach that converts low-value feedstocks into resources for the 21st century. For further information, visit www.adurocleantech.com.

For further information, please contact:

Abe Dyck, Head of Corporate Development / Investor Relations
[email protected]
+1 226 784 8889

Carla Gamboa
Director of Marketing & Communications
[email protected]

Forward-Looking Statements

This news release contains forward-looking statements within the meaning of applicable Canadian and U.S. securities laws, including the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements in this release include, but are not limited to: statements regarding the collaboration between Aduro and ECOCE; the characterization, selection, and evaluation of Mexican flexible plastic packaging streams; the potential application of Aduro Hydrochemolytic™ Technology to post-consumer flexible plastic packaging; the planned progression from lab-scale testing to potential Next Generation Process Pilot Plant trial runs; the potential generation of product-quality, mass-balance, scale-up, customer evaluation, technical, and commercial assessment data; market demand for circular feedstocks; the potential for HCT-derived hydrocarbon products to support petrochemical and polymer value chains; the potential development of business models or future HCT-based facilities in Mexico; and broader commercialization and market development plans.

Forward-looking statements are based on management current expectations and assumptions, including assumptions regarding: the availability, quality, composition, and suitability of feedstock streams; the ability of ECOCE to provide relevant feedstock information; the ability of Aduro to conduct staged technical testing; the performance of HCT across selected material streams; the scalability of results from lab-scale testing and NGP Pilot Plant operations; the availability of partners, customers, facilities, capital, and regulatory approvals; continued demand for circular feedstocks; and the stability of policy, market, and economic conditions supporting circular plastics. These statements are subject to a number of risks and uncertainties, including, but not limited to: the risk that selected materials may not be suitable for HCT processing; the risk that lab-scale or NGP Pilot Plant results may not support commercial application; the risk that product quality, yield, mass balance, or economics may not meet expectations; challenges in sourcing, preparing, shipping, or processing feedstock; delays in testing, analysis, contracting, permitting, financing, or partner engagement; changes in regulatory frameworks or market acceptance of circular feedstocks; competition from other recycling or waste-management pathways; risks related to the Company’s technology and intellectual property; risks related to market acceptance and commercialization; risks related to changes in laws, regulations, or policies; and other factors described in the Company’s public filings available at www.sedarplus.ca and on the SEC’s website at www.sec.gov. Actual results may differ materially from those expressed or implied by such forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements. Except as required by law, Aduro undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

A photo accompanying this announcement is available at: https://www.globenewswire.com/NewsRoom/AttachmentNg/c6e45f47-4c07-4bdd-a9fa-758574558e87

Alphabet Inc. (NASDAQ:GOOG) shares are in the spotlight Thursday, with earnings on deck and a notable technical setup both converging.

Alphabet shares are trending higher. What’s pushing GOOG stock higher? Earnings Expectations & HistoryAlphabet is expected to report second-quarter earnings on July 22 after market close, with analysts forecasting earnings per share of $2.88 and revenue of $113.63 billion. In the most recent quarter, Alphabet reported earnings per share of $5.11, beating estimates of $2.63 by 0.94%. Revenue came in at $109.90 billion, exceeding the estimate of $104.07 billion by 0.06%.

Alphabet has beaten EPS estimates in 8 consecutive quarters. Over the last 4 quarters, Alphabet has averaged an EPS surprise of 0.34% and a revenue surprise of 0.08%.

What To WatchGoogle Cloud is in focus after growing 63% year-over-year in Q1, faster than Azure and AWS, especially with Meta’s new cloud compute ambitions signaling fresh competition. Also key: progress on Alphabet’s custom AI chips, as the company begins selling capacity to outside cloud providers, and capital expenditure guidance, set at $180 billion to $190 billion for 2026.

A Bullish Backdrop With Short-Term WrinklesFrom a trend perspective, Alphabet remains extended above its longer-term baselines: it’s trading 16.9% above the 200-day SMA ($319.91) and 9.5% above the 100-day SMA ($341.74), which keeps the bigger-picture uptrend intact. The stock is also 5.2% above the 20-day SMA ($355.64), suggesting the recent rebound has regained some traction.

The near-term moving-average structure is a bit mixed, though: the 20-day SMA is still below the 50-day SMA (a bearish short-term crossover), even as the 50-day SMA remains above the 200-day SMA (a golden-cross backdrop that typically supports longer-term dip-buying). That combination often produces "two-speed" trading—pullbacks can be sharp, but buyers tend to show up as long as the longer averages keep rising.

For momentum, MACD is the cleaner read right now: it’s above its signal line and the histogram is positive, which points to improving momentum versus the prior downswing. In plain terms, MACD being above the signal line suggests downside pressure is easing, and the rebound is gaining follow-through.

Key Resistance: $404.50 — sitting right at the 52-week high zone ($404.47), a level that often caps rallies on the first retest Key Support: $343.50 — near a prior pivot area and close to the 100-day SMA ($341.74), a zone that can attract buyers on pullbacks Benzinga Edge RankingsBelow is the Benzinga Edge scorecard for Alphabet, highlighting its strengths and weaknesses compared to the broader market:

Alphabet Shares Edge HigherGOOG Price Action: At the time of publication, Alphabet shares are trading 0.74% higher at $372.94, according to data from Benzinga Pro.

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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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SummaryTSMC and ASML both raised guidance, confirming AI infrastructure remains supply constrained, while Rubin's N3 node is fully booked and CoWoS capacity expands nearly 50%.Nvidia's Kyber delay concerns appear limited to Rubin Ultra, leaving mainstream Rubin NVL72 deployments and near-term revenue expectations largely unchanged.Qualification of Samsung, SK hynix and Micron for HBM4 reduces supply-chain risk as the industry shifts toward higher-capacity 16-Hi HBM4 memory.Despite 82% projected FY2027 revenue growth, Nvidia's valuation compresses materially, while upstream capacity expansion suggests AI infrastructure investment remains in its early stages. Getty Images

I believe that the market is getting too focused on Nvidia's (NVDA) quarterly results execution and failing to acknowledge the most robust indication of its outlook. The most bullish signals are no longer coming from

8.32K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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

The Federal Communications Commission is preparing to rule that ABC’s “The View” is not a bona fide news program, a decision that would upend more than two decades of precedent and subject the Disney-owned daytime talk show to federal equal-time rules for political candidates, according to a report.

Bloomberg reported Wednesday that the FCC is also expected to escalate a separate investigation into Disney’s broadcast television licenses, moving the matter toward an administrative hearing that could ultimately threaten ABC-owned stations in New York, Los Angeles and other major markets.

The anticipated rulings, which people familiar with the matter told Bloomberg could come before Labor Day, would represent the most aggressive regulatory action against a major US broadcaster in decades and mark a significant victory for FCC Chairman Brendan Carr’s effort to overhaul how the agency polices political programming.

The Federal Communications Commission is poised to rule that ABC’s “The View” is not a bona fide news program, according to a report. American Broadcasting Companies, Inc. via AP If the FCC strips “The View” of its longstanding news exemption, the program generally would have to offer rival candidates comparable airtime when it interviews someone running for office — a requirement ABC argues would fundamentally alter its editorial discretion.

Disney is expected to challenge any adverse rulings, according to Bloomberg.

The FCC Media Bureau’s ruling on “The View” could be appealed to the full FCC and then to federal court, while the separate license proceeding could eventually be heard by FCC Chairman Brendan Carr or the full commission before any judicial appeal.

The Post has sought comment from ABC and its parent company, Disney, as well as from the FCC.

The dispute began after “The View” interviewed Texas Democratic Senate candidate James Talarico in February, prompting questions from the FCC about whether rival candidates were entitled to equal airtime under federal broadcast law.

Carr subsequently opened an inquiry into whether “The View” qualifies for the equal-time exemption afforded to bona fide news interview programs.

FCC Chairman Brendan Carr has launched parallel reviews of ABC’s broadcast licenses and “The View’s” status as a bona fide news program. REUTERS

The FCC is reportedly preparing to escalate its review of Disney’s broadcast licenses for ABC-owned television stations. Getty Images In May, ABC and its Houston affiliate asked the FCC to reaffirm a 2002 agency ruling that designated “The View” a bona fide news interview program exempt from the equal-time requirement.

ABC escalated the fight earlier this month, arguing in reply comments that the FCC was attempting to insert itself into the network’s editorial decisions.

“The First Amendment does not permit the government to sit in an editor’s chair,” the ABC filing states.

Semafor reported earlier this month that “The View” has quietly scaled back bookings of candidates running in competitive races while the FCC’s review remains pending.

ABC parent company Disney has vowed to fight any adverse ruling from the FCC. AP The outlet also reported that producers declined a request from New York City Mayor Zohran Mamdani’s team to host the mayor alongside Democratic congressional nominees Darializa Avila Chevalier and Claire Valdez while proceeding cautiously amid the FCC inquiry.

Meanwhile, conservative organizations including the Media Research Center, America First Legal, the Center for American Rights and the Article III Project have urged the FCC to deny renewal of ABC’s broadcast licenses, accusing the network of political bias and failing to serve the public interest.

Salesforce stock has plunged by more than 50% from its December 2024 peak as concerns about its growth outlook have intensified. Its market capitalization has fallen from more than $347 billion to about $136 billion, and the selloff could continue as investors remain concerned about the company's strategy and long-term growth prospects.

CRM stock has been in a steep decline over the past few years as concerns about its growth have escalated. Recently, the stock has dropped because of the rising SaaSpocalypse fears. 

SaaSpocalypse is a relatively new term referring to fears that AI agents will replace traditional software and the “per seat” pricing model. A good example of this is what Starbucks is doing. 

According to Bloomberg, the company is now building its own AI-assisted replacement for a Microsoft system that tracks inventory and an IBM solution that manages maintenance. It aims to save the $400 million it spends annually on software.

The fears in the software industry escalated this week after IBM published its financial results. IBM said that its business slowed as customers reprioritized their capital expenditure, redirecting it towards hardware purchases like servers and memory.

Salesforce’s organic growth has been slowing for a while. The most recent results showed that its revenue rose by 13% in the first quarter. While this growth is solid for a company that has been in business for years, it was not organic. Its $11.1 billion revenue included $444 million from Informatica, a company it acquired in a $8 billion deal.

The company has been one of the most acquisitive ones in the US. It has spent billions of dollars acquiring firms like Own Company, Fin, Bluebirds, Tableau, and Slack.

Analysts expect that Salesforce’s business will remain under pressure in the coming months. The average estimate is that its revenue jumped by 10% in the last quarter to $11.32 billion. Its annual revenue is expected to be $46.1 billion, followed by $50.4 billion next year. 

At face value, there are signs that Salesforce stock has become a bargain. For one, its Non-GAAP forward price-to-earnings ratio has dropped to 11.8, well below the sector median of 24. Its five-year average stands at 24. 

Similarly, the forward PEG ratio stands at 0.73, also lower than other companies in the tech industry. The challenge, however, is that these valuation metrics include the extra funds made from its Informatica buyout. 

As a result, the company will need more growth catalysts over time. One of this catalysts will be its Agentforce and data segments, whose annual recurring revenue soared to $3.4 billion, a 200% jump. It has deployed over 3.8 billion Agentic Work Units (AWU) across Agentforce and Slack.

READ MORE: Salesforce stock falls after KeyBanc downgrade on AI growth concerns

Salesforce stock chart | Source: TradingView

The weekly chart shows that the CRM share price has slumped in the past few years, moving from a record high of $367 to a low of $146. It remains below the 50-week Exponential Moving Average (EMA).

The stock has also remained below the Supertrend indicator and the 78.6% Fibonacci Retracement level. 

Therefore, the stock will likely remain under pressure in the near term. In this, it may drop and retest the year-to-date low of $146. 

In the long-term, however, the stock will likely bounce back as investors buy the dip in software stocks. 

Commerce Bancshares (CBSH - Free Report) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +5.77%. A quarter ago, it was expected that this bank holding company would post earnings of $0.94 per share when it actually produced earnings of $0.96, delivering a surprise of +2.13%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Commerce, which belongs to the Zacks Banks - Midwest industry, posted revenues of $498.91 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.24%. This compares to year-ago revenues of $445.76 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Commerce shares have added about 11.1% since the beginning of the year versus the S&P 500's gain of 10.6%.

What's Next for Commerce?While Commerce has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Commerce was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.06 on $492.59 million in revenues for the coming quarter and $4.15 on $1.96 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Midwest is currently in the top 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, First Western (MYFW - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 23.

This company is expected to post quarterly earnings of $0.56 per share in its upcoming report, which represents a year-over-year change of +115.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

First Western's revenues are expected to be $28.4 million, up 17.4% from the year-ago quarter.

M&T Bank Corp (NYSE:MTB) reported upbeat earnings for the second quarter on Wednesday.

The company posted quarterly earnings of $5.35 per share which beat the analyst consensus estimate of $4.66 per share. The company reported quarterly sales of $2.532 billion which beat the analyst consensus estimate of $2.464 billion.

M&T Bank shares rose 2.8% to close at $248.53 on Wednesday.

These analysts made changes to their price targets on M&T Bank following earnings announcement.

Baird analyst David George maintained the stock with a Neutral and raised the price target from $240 to $250. Barclays analyst Jason Goldberg maintained the stock with an Equal-Weight rating and raised the price target from $236 to $267. Keefe, Bruyette & Woods analyst David Konrad maintained the stock with a Market Perform and boosted the price target from $242 to $250. Considering buying MTB stock? Here’s what analysts think:

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BOISE, Idaho, July 16, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) has completed Strategic Customer Agreements (SCAs) with key Tier 1 suppliers and ecosystem partners supporting the global automotive industry and automotive manufacturers.

Automotive platforms require consistent, high-quality component supply over extended lifecycles, making continuity and reliability of memory and storage a crucial priority for vehicle production and delivery at scale. Together, the companies – Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis – represent critical suppliers of the technologies that support the automotive ecosystem.

With more than 30 years of leadership in the automotive industry, Micron appreciates the importance of these partnerships. Automotive OEMs rely on memory and storage solutions to support next-generation in-vehicle infotainment, advanced driver assistance and connectivity systems, as well as increasing levels of intelligence in the vehicle. Consumers recognize the value of intelligent in-cabin experiences and higher levels of autonomous safety features enabled by advanced driver assistance systems. These agreements are designed to support long-term access to advanced memory and storage solutions as the automotive industry shifts toward increasingly sophisticated AI-enabled vehicles.

The SCAs provide Micron, as well as these valued partners, with greater visibility for optimized production planning as well as increased collaboration on future memory and storage requirements. By establishing greater certainty around supply and pricing, the agreements support investments in the technology development, qualification and manufacturing capacity required for future vehicle platforms.

Increased visibility and strategic planning are critical for this segment, balancing traditionally longer product lifecycles and rigorous qualification standards with a faster adoption of advanced technology.

“The next phase of automotive innovation will depend on the strength of the ecosystem behind it,” said Sanjay Mehrotra, chairman, president and CEO of Micron Technology. “As vehicles become increasingly intelligent, memory and storage are critical enablers of technology experiences that consumers demand. These SCAs with leading automotive technology partners will help ensure that advanced vehicle platforms have the memory and storage capabilities required to deliver richer, safer and more intelligent experiences.”

“As vehicles become increasingly software-defined, automakers need technology platforms that bring together high-performance compute, connectivity, memory and storage,” said Cristiano Amon, President and CEO, Qualcomm Incorporated. “We work closely with automakers and Tier 1 suppliers to deliver advanced digital cockpit, driver assistance and connectivity solutions designed to support new capabilities over long vehicle lifecycles. Working with Micron helps us give customers the strong technology foundation they need as vehicles become more intelligent and connected.”

“Consumers increasingly expect their vehicles to deliver the intuitive, personalized and connected experiences that match the rest of their digital lives,” said Christian Sobottka, Chief Executive Officer and President, Automotive Division, HARMAN. “Delivering on those expectations at automotive scale requires close collaboration across the technology ecosystem. By working with key technology partners like Micron, we are helping strengthen the resilient memory and storage foundation needed to reliably deliver increasingly intelligent, software-defined vehicle platforms. This helps give automakers greater confidence as we bring differentiated, road-ready in-cabin experiences to market.”

“Automakers are accelerating the development of intelligent vehicle platforms that rely on advanced driver assistance capabilities to enhance safety and driver confidence,” said Lee Gyu-suk, President and CEO of Hyundai Mobis. “Supporting these platforms requires long-term technology planning and a resilient supply ecosystem. Through our relationship with Micron, we are helping build the foundation needed for future ADAS and software-defined vehicle architectures.”

“Advanced digital cockpit experiences depend on high-performance memory and storage,” said Sachin Lawande, President and Chief Executive Officer of Visteon. “Our collaboration with Micron helps support the next generation of connected in-vehicle experiences.”

“To realize a safer and more secure mobility society, the automotive industry must continue advancing the intelligence and capabilities of the systems that support drivers in navigating the road safely,” said Shinnosuke Hayashi, President and CEO of DENSO Corporation. “Partnerships across the automotive ecosystem play an important role in ensuring those technologies can scale to meet the industry's evolving needs.”

Underpinned by Micron's continued global investment in automotive memory and storage technology, manufacturing scale and customer engagement, Strategic Customer Agreements help strengthen relationships across the automotive ecosystem while providing greater visibility into future technology and supply requirements.

These agreements are among the SCAs discussed on Micron’s fiscal third-quarter 2026 financial conference call.

About Micron Technology, Inc. 

Micron Technology, Inc. is an industry leader in innovative memory and storage solutions, accelerating intelligence to enrich life for all. With a relentless focus on our customers, technology leadership and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND and NOR memory and storage products. Every day, the innovations that our people create fuel the data economy, enabling advances in artificial intelligence (AI) and compute-intensive applications that unleash opportunities — from the data center to the intelligent edge and across the client and mobile user experience. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com. 

Forward-Looking Statements

This press release contains forward-looking statements, including statements regarding the anticipated benefits of the collaboration. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results to differ materially. Please refer to the documents Micron files with the Securities and Exchange Commission, specifically its most recent Form 10-K and Form 10-Q. These documents contain and identify important factors that could cause actual results to differ materially from those contained in these forward-looking statements. These certain factors can be found at https://investors.micron.com/risk-factor. Although Micron believes that the expectations reflected in the forward-looking statements are reasonable, Micron cannot guarantee future results, levels of activity, or achievements. Micron is under no duty to update any of the forward-looking statements after the date of this press release to conform these statements to actual results.

© 2026 Micron Technology, Inc. All rights reserved. Information, products and/or specifications are subject to change without notice. Micron, the Micron logo and all other Micron trademarks are the property of Micron Technology, Inc. All other trademarks are the property of their respective owners. 

Micron Media Relations Contact:
Mark Plungy
+1 (408) 203-2910
[email protected]

Micron Investor Relations Contact:
Satya Kumar
+1 (408) 450-6199
[email protected]

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The market still treats Abbott Laboratories (NYSE:ABT | ABT Price Prediction) like a bond proxy with a stethoscope: baby formula, branded generics, and a metronomic dividend. That framing looks increasingly stale, and the stock’s punishing drawdown has widened the gap between narrative and numbers.

Abbott is a card-carrying S&P 500 Dividend Aristocrat, riding a 54th consecutive year of dividend increases and a 410th consecutive quarterly payout of $0.63 per share. A beta of 0.607 reinforces the “sleep well at night” identity. That reputation is precisely why the transformation underneath it is being underpriced.

A New Growth Engine and a Pivot Hiding in Plain Sight Medical Devices is now the dominant engine, generating $5.54 billion in Q1 2026, up 13.2%. Inside that segment, the FreeStyle Libre continuous glucose monitor franchise cleared $2.08 billion in the quarter, growing 13.8%. CEO Robert Ford is explicit about the runway: “Our assessment of the number of people who should be on a CGM on a global basis is between 70 million and 80 million people. The market today is around 10 to 12 million people.”

Established Pharmaceuticals grew 13.2% and international sales rose 11.3%. Adjusted EPS came in at $1.15, the fourth consecutive beat, with full-year adjusted EPS guidance of $5.38 to $5.58. Abbott remains a compounder still compounding.

On March 23, 2026, Abbott closed its roughly $21 billion acquisition of Exact Sciences, launching a Cancer Diagnostics unit anchored by Cologuard and Cancerguard. Management expects approximately $3 billion of incremental sales in 2026. Ford framed the strategic logic: “About 50 million Americans are not up to date with CRC screening… Cologuard does really well here. Not only is it convenient at home, but its sensitivity at 95% is equivalent to colonoscopy.”

The Mispricing Shares closed most recently at $89.27, down 28.8% year to date and 32.1% over one year. The $116.54 analyst consensus target is below the 52-week high of $137.49, yet analysts overall still recommend buying shares. The forward P/E is 17.

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For investors weighing durable payers (our Dividend Kings research covers this cohort in depth), the disconnect between fundamentals and price action is notable.

Reframing the Legacy Drag Nutrition fell 6.0% to $2.02 billion, the piece of “old Abbott” the market fixates on. Ford has been clear that this is deliberate: “We did not reduce price uniformly; we kept it focused on products that… would demonstrate a positive volume response to reduced price.”

Nutrition volume recovery, FX, $0.20 per share of Exact Sciences dilution, China volume-based procurement, and continuous glucose monitoring competition from DexCom (NASDAQ:DXCM) are genuine. Polymarket traders currently place the probability of Q2 comparable sales growth falling within the 4% to 8% band at 44% to 45%. These are the concerns of a growth-plus-quality compounder.

This article is research commentary, not investment advice.

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