Track market-moving stories before they get noisy

Key Takeaways BlackBerry raised fiscal 2027 revenue guidance after first-quarter revenues climbed 26% to $152.9 million.QNX revenues rose 26% to $72 million, supported by the strong development licenses performance.Secure Communications revenues grew 24% to $74 million on government demand, retention and recurring sales. BlackBerry (BB - Free Report) kicked off fiscal 2027 on a strong note, delivering better-than-expected first-quarter results and raising its fiscal year outlook. The performance was anchored by strong QNX and Secure Communications businesses, but the key question remains whether this momentum can sustain.

Quarterly revenues came in at $152.9 million, marking a 26% year-over-year increase. Profitability was equally impressive, with adjusted EBITDA more than doubling to $36 million.

QNX remained the key catalyst, with revenues climbing 26% year over year to $72 million. The segment benefited from broad-based strength, particularly in development licenses, which hit their highest level in eight quarters. This metric serves as an early indicator of future royalty streams, reflecting customer investments in new software platforms that will take years to reach production.

Beyond automotive, General Embedded Markets and Physical AI are emerging as a fast-growing opportunity, expanding QNX’s reach into industrial automation, robotics and medical devices.

Additionally, the company continues to advance Alloy Kore, a platform expected to significantly increase software content per vehicle, boost average selling price by multiples and driving backlog. While still early, management remains positive about securing a design win within the current fiscal year.

Secure Communications also delivered a standout quarter, with revenues increasing 24% year over year to $74 million. The segment is witnessing improved performance anchored by government demand, recurring revenues and customer retention. Rising demand for digital sovereignty and cybersecurity modernization by governments across the globe is creating a powerful tailwind.

Encouraged by the strong start, BlackBerry now expects total revenues between $594 million and $621 million compared with $584-$611 million projected earlier.

The strong start to fiscal 2027 and subsequent outlook revision reinforces that BlackBerry’s turnaround strategy is gaining traction. However, the path is not without challenges. Secure Communications remains exposed to deal-timing variability and this could impact performance.

In addition, some of BlackBerry’s most exciting opportunities, such as physical AI, robotics and the Alloy Kore platform, remain in the early stages, introducing execution risk. Heavy reliance on the automotive industry is a concern. The QNX platform remains heavily exposed to vehicle production cycles and OEM spending, which, in turn, are highly dependent on macro conditions. BlackBerry faces increasing competitive pressures in both QNX and cybersecurity businesses.

Let’s Take a Look at BB’s PeersWithin the cybersecurity space, BlackBerry competes with several giants, including CrowdStrike (CRWD - Free Report) . While BlackBerry’s focus remains on encrypted communications and sovereign-grade infrastructure, CRWD is one of the leading pureplay companies. CRWD entered fiscal 2027 with strong momentum, with the fiscal first quarter revenues rising 26% year over year to $1.39 billion and ARR reaching $5.51 billion (up 24%), alongside record net new ARR of $256 million (up 32%). Management emphasized that as enterprises rapidly adopt AI, cybersecurity has become a critical component, creating a massive demand pipeline.  

CrowdStrike is seeing strong adoption across cloud, identity and next-gen SIEM, with these newer categories exceeding $2 billion in ARR. The company expects fiscal second quarter revenues to be between $1.436 billion and $1.442 billion. CRWD raised its fiscal 2027 net new ARR growth guidance by 520 basis points at the midpoint

Aptiv PLC (APTV - Free Report) Intelligent Systems segment is seeing increased activity around next-generation ADAS, user experience and vehicle architecture solutions. However, in the near-term Aptiv is navigating a volatile macro backdrop amid OEM and auto industry disruptions and inflationary pressure. For the second quarter of 2026, Aptiv expects revenues (excluding its EDS segment, which spun-off into a new publicly traded company, Versigent) to be between $3.2 billion and $3.4 billion.  

APTV has only about 25% of its business outside automotive. The company is seeking to increase penetration in markets such as commercial aerospace and telecom and remains focused on accelerating product development and go-to-market activities.

BB Price Performance, Valuation & EstimatesShares of BlackBerry have lost 16.5% in the past month against the Internet-Software industry’s growth of 11%.

Image Source: Zacks Investment Research

Regarding the price/book ratio, BB is trading at 6.74, higher than the industry’s multiple of 4.65.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for BB earnings for fiscal 2027 has been revised downward over the past 60 days.

Image Source: Zacks Investment Research

BlackBerry currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

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LOS ANGELES, July 24, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Regeneron Pharmaceuticals, Inc. (“Regeneron” or “the Company”) (NASDAQ: REGN) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between August 1, 2025 and May 15, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before September 14, 2026.

Key Takeaways JNJ, ABT, and GM have all recently raised guidance. Each has seen post-earnings strength, with near-term momentum supported by the updated outlooks. Guidance upgrades are a solid indicator of fundamental business strength. The 2026 Q2 earnings season will continue at a rapid pace in the coming weeks, with many notable companies on the reporting docket. The big banks helped kick the period off positively, though post-earnings reactions haven’t been great for all that have reported.

But General Motors (GM - Free Report) , Abbott Laboratories (ABT - Free Report) , and Johnson & Johnson (JNJ - Free Report) have been nice standouts so far, all raising guidance and seeing strength post-earnings.

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, the strongest driver of a stock’s near-term movement.

General Motors Raises AgainGeneral Motors posted a double-beat relative to our consensus expectations, with EPS reflecting a positive surprise of 14%. Sales of $48.0 billion came in 3% above our consensus sales estimate.

The company raised its full-year 2026 EBIT adjusted guidance for the second time this year, with adjusted EPS guidance also getting raised. And for the cherry on top, it also lifted its automotive operating cash flow outlook, overall reflecting a rock-solid release.

EPS revisions for its current fiscal year got an additional boost from the lifted outlook, with the trend overall remaining positive for the entire last year. The profitability picture of automotive players is always the key driver behind sentiment, and the updated guidance across key profitability metrics remains a huge positive for GM’s share momentum overall.

Image Source: Zacks Investment Research

Abbott Laboratories Bounces BackAbbott Laboratories similarly posted a double-beat relative to our consensus expectations, with adjusted EPS of $1.31 reflecting a 2.3% beat while sales of $12.6 billion came in roughly 1% ahead of expectations.

The company lifted its adjusted EPS guidance to $5.45-$5.60, modestly higher than the previous $5.38-$5.58 per share range. It also reaffirmed its current-year comparable sales guidance, now expecting accelerating revenue and earnings growth in the second half of the year.

The stock has had a rough YTD performance overall, but the release has helped keep momentum going in a positive direction. Importantly, it reflects the first instance of the stock seeing positive gains over the last four quarters.

The EPS revisions picture for its current fiscal year has finally started to show positive momentum following the release, with the more recent revisions definitely holding more weight from a near-term perspective. Continued positivity on the revisions front will support further share momentum, with the current 17.3X forward 12-month earnings multiple trading at a significant discount to the 23.3X five-year median.

Image Source: Zacks Investment Research

Johnson & Johnson Keeps Cruising Johnson & Johnson beat on both the top and bottom line in its recent release, continuing a streak of earnings excellence. In fact, the company has posted a double-beat in nine consecutive quarters.

Strong operational performance led the company to increase both its current fiscal year sales and adjusted EPS guidance, with JNJ now on track to meet its 2026 target of more than $100 billion in annual revenue for the first time in its history.

EPS revisions for its current fiscal year have followed the upgrade, continuing the bullish trend established over the past year. The stock overall reflects a highly defensive investment given its consistent revenue-generating nature throughout many economic cycles.

Image Source: Zacks Investment Research

Bottom Line

Guidance upgrades are always a bullish development to watch for in earnings releases, commonly leading to positive post-earnings share reactions. While it isn’t a guarantee that a stock will pop just because it raised its outlook, it still remains a favorable factor from a fundamental standpoint. Companies raising guidance, particularly on the earnings front, always deserve some level of attention from investors.

All three stocks above - General Motors (GM - Free Report) , Abbott Laboratories (ABT - Free Report) , and Johnson & Johnson (JNJ - Free Report) – have recently upped their outlooks. While they may not be as flashy as high-flying tech stocks amid the AI craze, their improving business fundamentals can’t be overlooked.

Shareholders in biotechnology, life sciences, and diagnostics solutions company Danaher (DHR -0.58%) have had an interesting week. Their stock crashed early in the week on the release of its second-quarter earnings, only to recover somewhat through the week and start Friday morning having declined 12.1% on the week.

Danaher mixed earnings report Investors can be forgiven for wondering why the stock declined after the company's second-quarter earnings beat estimates and management raised its full-year earnings per share (EPS) guidance to $8.45-$8.60 from a $8.35-$8.55 previously.

Today's Change

(

-0.58

%) $

-1.11

Current Price

$

191.39

The answer lies in the fact that $0.07 to $0.08 of the increase in guidance comes from the earlier-than-expected acquisition of the medical technology company Masimo. In addition, Danaher reduced its full-year core sales growth expectations in its highest margin business, biotechnology.

Full-Year Core Sales Growth Guidance

At April

At July

Second Quarter Adjusted Operating Profit Margin

Biotechnology

6%

Up mid-single-digit

41%

Life Sciences

Up slightly

3%-4%

21%

Diagnostics

Up low-single-digits

Up slightly

24.5%

Total Company

3%-6%

Up mid-single-digit

27.1%

Data source: Company presentations. Table by the author.

What the guidance change means It's not a huge change in overall company sales growth expectations. Still, the reduction in growth expectations for the biotechnology could impact full-year profit margin expectations.

The disappointing news in biotechnology came down to consumables sales coming in "below our expectations as a few large shipments for programs at our commercial customers moved out of the quarter. To give you some additional color, this was a shift in shipment timing at a few large commercial drug manufacturers for molecules that were specced into" according to CEO Rainer Blair on the earnings call.

Image source: Getty Images.

Analysts were quick to ask why the shipments wouldn't simply move to the third and fourth quarters, with Blair outlining that a few chromatography resin shipments had moved out of the year.

There's a good reason to believe the shipments will proceed, as shipments can be lumpy in biotechnology. The sell-off appears to be a significant overreaction to an otherwise positive report. If you like the stock long-term, then it could be a good time to pick some up.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Danaher. The Motley Fool has a disclosure policy.

Honeywell Technologies (NASDAQ: HON) today announced that its Board of Directors has declared a quarterly dividend payment of $0.70 per share on the Company's

Key Takeaways AB InBev is expected to post Q2 revenues of $16.3B and EPS of $1.09, both rising y/y.Premium brands, pricing and product mix are expected to have supported growth despite mixed regional volumes.China softness, currency swings, and elevated marketing and input costs may limit margin expansion. Anheuser-Busch InBev SA/NV (BUD - Free Report) , also known as AB InBev, is slated to release second-quarter 2026 earnings on July 30, before the opening bell. The leading alcohol beverage company is likely to register year-over-year growth in its top and bottom lines when it reports quarterly numbers.

The Zacks Consensus Estimate for AB InBev’s quarterly revenues is pegged at $16.3 billion, indicating 8.6% growth from the year-ago quarter’s reported number. For second-quarter earnings, the consensus mark is pegged at $1.09 per share, suggesting 11.2% growth from the prior-year reported figure. The consensus mark has been unchanged in the past 30 days.

In the last reported quarter, the company’s earnings per share beat the Zacks Consensus Estimate by 7.8%. It has a trailing four-quarter average earnings surprise of 4.6%.

Factors Likely to Impact BUD’s Q2 ResultsAB InBev’s second-quarter 2026 results are expected to have benefited from disciplined revenue management, continued premiumization and strong brand momentum. The company’s focus on increasing revenue per hectoliter through pricing actions and a favorable product mix, supported by its portfolio of mega brands, is likely to have driven top-line growth. Sustained investments in marketing and brand building, coupled with major global events, are also expected to have strengthened consumer engagement and supported sales in the quarter.

The company’s premium and super-premium portfolio is anticipated to have remained a key growth catalyst. Strong demand for brands such as Corona and Michelob Ultra, along with continued expansion in higher-margin categories, is likely to have supported an improved price mix. The ongoing shift toward premium offerings, complemented by innovation-led product launches, may have helped sustain revenue growth despite mixed volume trends across certain regions.

AB InBev’s expanding presence in the Beyond Beer and non-alcoholic beverage categories is also likely to have contributed to second-quarter performance. These segments continue to gain traction amid evolving consumer preferences and increased demand for differentiated beverage options. Management’s efforts to scale these faster-growing categories are expected to have generated incremental revenues while strengthening the company’s long-term growth prospects.

On the cost front, productivity initiatives and an efficient operating model are expected to have supported profitability. Continued cost-saving measures and operational efficiencies may have partly offset pressures from foreign exchange volatility and elevated input costs. However, increased sales and marketing spending, particularly on global events and brand activations, could have constrained margin expansion during the quarter.

Meanwhile, persistent macroeconomic pressures and region-specific challenges are likely to have weighed on the company’s performance. Volume softness in select markets remains concerning, particularly in China, where inventory adjustments and channel realignment may have pressured revenues. Currency fluctuations and shifting consumer demand patterns could also have affected near-term performance, especially in markets facing uncertain economic conditions.

Q2 Earnings Whispers for BUD StockOur proven model conclusively predicts an earnings beat for AB InBev 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. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

AB InBev presently has an Earnings ESP of +1.60% and a Zacks Rank #3.

BUD’s Valuation Picture & Stock PerformanceThe stock has a forward 12-month price-to-earnings of 17.53X compared with the five-year high of 22.58X and the Beverages - Alcohol industry’s average of 15.53X.

Image Source: Zacks Investment Research

The recent market movements show that BUD shares have risen 25.6% in the year-to-date period compared with the industry's 15.9% return. The stock has also underperformed the Zacks Consumer Staples sector and the S&P 500’s growth of 9.4% and 9.2%, respectively.

BUD Stock's Price Performance
Image Source: Zacks Investment Research

Other Stocks With the Favorable CombinationHere are some other companies that, according to our model, also have the right combination of elements to beat on earnings this reporting cycle.

Fomento Economico Mexicano (FMX - Free Report) currently has an Earnings ESP of +37.42% and sports a Zacks Rank #1. The company is likely to register growth in the top and bottom lines when it reports second-quarter 2026 numbers. The consensus mark for revenues is pegged at $12.9 billion, which indicates a rise of 19.3% from the figure reported in the year-ago quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for FMX’s quarterly earnings per share of 82 cents implies a surge of 95.2% from the year-ago quarter’s actual. The consensus mark has moved down 10.9% in the past 30 days. FMX has a trailing four-quarter negative earnings surprise of 17%, on average.

Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +2.61% and a Zacks Rank #3. The company is likely to register growth in the top and bottom lines when it reports second-quarter 2026 numbers. The consensus mark for revenues is pegged at $2.4 billion, which indicates growth of 14.5% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for Monster Beverage’s quarterly earnings per share of 59 cents implies a rise of 13.5% from the year-ago quarter’s actual. The consensus mark has been unchanged in the past 30 days. MNST has a trailing four-quarter earnings surprise of 9.6%, on average.

Mondelez International (MDLZ - Free Report) currently has an Earnings ESP of +0.97% and a Zacks Rank #3. The company is likely to register an increase in the top line when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for MDLZ’s quarterly EPS is pegged at 67 cents, down 8.2% from the year-ago period. The consensus mark has been unchanged in the past 30 days.

The consensus estimate for Mondelez International’s quarterly revenues is pegged at $9.2 billion, which implies an increase of 2.5% from the prior-year quarter. MDLZ has a trailing four-quarter earnings surprise of 5.4%, on average.

RTX Corporation delivered a robust Q2 2026, with 16% organic sales growth, $2.9B free cash flow, and a record $289B backlog. I raised RTX's full-year sales outlook by $2.5B and EPS guidance by 5.5%, driven by strength in Raytheon, Pratt aftermarket, and Collins OE. Execution risks remain—supply chain capacity, inventory absorption, and margin pressures—but the diversified growth and backlog provide substantial revenue visibility.

Posted by Defense World Staff on Jul 24th, 2026

Bank of Nova Scotia raised its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 53.3% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 1,018,036 shares of the information technology services provider’s stock after acquiring an additional 353,749 shares during the period. Bank of Nova Scotia owned approximately 0.10% of ServiceNow worth $106,436,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of ServiceNow by 1.1% during the fourth quarter. Brighton Jones LLC now owns 2,753 shares of the information technology services provider’s stock valued at $2,919,000 after buying an additional 30 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of ServiceNow by 4.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 837 shares of the information technology services provider’s stock worth $861,000 after acquiring an additional 34 shares during the last quarter. United Bank lifted its position in ServiceNow by 15.5% in the 2nd quarter. United Bank now owns 1,519 shares of the information technology services provider’s stock valued at $1,562,000 after acquiring an additional 204 shares in the last quarter. Riggs Asset Managment Co. Inc. lifted its position in ServiceNow by 2.2% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 1,922 shares of the information technology services provider’s stock valued at $1,976,000 after acquiring an additional 42 shares in the last quarter. Finally, Nebula Research & Development LLC boosted its stake in ServiceNow by 205.1% during the 2nd quarter. Nebula Research & Development LLC now owns 906 shares of the information technology services provider’s stock valued at $931,000 after purchasing an additional 609 shares during the last quarter. 87.18% of the stock is owned by institutional investors and hedge funds.

ServiceNow Stock Performance Shares of NOW stock opened at $92.15 on Friday. The firm has a market cap of $95.00 billion, a price-to-earnings ratio of 57.59, a P/E/G ratio of 1.60 and a beta of 0.96. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.84 and a current ratio of 0.84. ServiceNow, Inc. has a 52 week low of $81.24 and a 52 week high of $210.20. The firm’s 50-day simple moving average is $104.70 and its two-hundred day simple moving average is $107.77.

ServiceNow (NYSE:NOW – Get Free Report) last released its earnings results on Wednesday, July 22nd. The information technology services provider reported $0.90 earnings per share for the quarter, beating analysts’ consensus estimates of $0.86 by $0.04. ServiceNow had a net margin of 11.34% and a return on equity of 16.63%. The firm had revenue of $3.99 billion during the quarter, compared to the consensus estimate of $3.93 billion. During the same period in the prior year, the firm earned $0.81 EPS. The company’s revenue was up 24.0% compared to the same quarter last year. As a group, equities analysts forecast that ServiceNow, Inc. will post 2.33 earnings per share for the current year.

Analyst Ratings Changes NOW has been the subject of a number of recent research reports. Raymond James Financial decreased their price objective on ServiceNow from $160.00 to $130.00 and set an “outperform” rating for the company in a report on Thursday, April 23rd. Bank of America started coverage on ServiceNow in a report on Monday, May 18th. They set a “buy” rating and a $130.00 price target for the company. Argus lowered their price target on ServiceNow from $180.00 to $134.00 and set a “buy” rating for the company in a research report on Friday, April 24th. Jefferies Financial Group restated a “buy” rating and set a $140.00 price objective (up from $135.00) on shares of ServiceNow in a research note on Thursday. Finally, Weiss Ratings downgraded shares of ServiceNow from a “hold (c-)” rating to a “sell (d+)” rating in a report on Friday, July 10th. One analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating, two have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $143.39.

Read Our Latest Stock Analysis on ServiceNow

Insider Activity at ServiceNow In other ServiceNow news, Director Anita M. Sands sold 16,445 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $90.14, for a total transaction of $1,482,352.30. Following the completion of the transaction, the director directly owned 30,090 shares of the company’s stock, valued at approximately $2,712,312.60. This represents a 35.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $87.23, for a total value of $130,845.00. Following the completion of the sale, the director directly owned 44,930 shares of the company’s stock, valued at $3,919,243.90. This represents a 3.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 19,144 shares of company stock worth $1,730,097. Insiders own 0.34% of the company’s stock.

Key ServiceNow News Here are the key news stories impacting ServiceNow this week:

Positive Sentiment: ServiceNow beat Q2 earnings and revenue estimates, showing that demand for its workflow and AI products remains healthy. Positive Sentiment: The company raised its annual subscription revenue forecast again, which signals management confidence in continued growth. Positive Sentiment: AI-related momentum was a major highlight, with AI contract value topping $1 billion and multiple reports saying customers are adopting ServiceNow’s AI platform more aggressively. Positive Sentiment: Several analysts turned more constructive after earnings, including price-target increases and reaffirmed buy/overweight ratings. Neutral Sentiment: New partnerships and customer wins, including Experian, Leidos, TeamViewer, and Exclusive Networks, support the long-term platform story but are less likely to move the stock immediately. Article Title Negative Sentiment: Some investors remain worried that new AI tools from OpenAI and others could pressure legacy enterprise software, which has created volatility even after the earnings beat. ServiceNow Company Profile (Free Report)

ServiceNow (NYSE: NOW) is a cloud computing company that builds enterprise software to manage digital workflows and automate business processes. Its offerings are designed to replace manual work and legacy systems with cloud-based, service-oriented applications that support IT operations, customer service, human resources, security response and other enterprise functions.

The company’s flagship product family is the Now Platform, a suite of subscription software and platform services that includes IT Service Management (ITSM), IT Operations Management (ITOM), IT Business Management (ITBM), Customer Service Management (CSM), HR Service Delivery, Security Operations and Asset Management.

Featured Stories Five stocks we like better than ServiceNow Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding NOW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for ServiceNow, Inc. (NYSE:NOW – Free Report).

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« PREVIOUS HEADLINECalifornia Public Employees Retirement System Grows Stake in Commercial Metals Company $CMC

, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Intuit Inc. (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026, both dates inclusive (the "Class Period"), have until September 8, 2026 to seek appointment as lead plaintiff of the Intuit class action lawsuit.  Captioned Baldwin v. Intuit Inc., No. 26-cv-07086 (N.D. Cal.), the Intuit class action lawsuit charges Intuit as well as certain of Intuit's top executive officers with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Intuit class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-intuit-inc-class-action-lawsuit-intu.html 

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Intuit provides financial management, payments and capital, compliance, and marketing products and services.

The Intuit class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, among other things, increasing competitive and pricing pressures; and (iii) accordingly, Intuit's previously issued 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic.

On May 20, 2026, during pre-market hours, Reuters published an article entitled "Intuit to cut 17% of global jobs to streamline operations, memo shows," allegedly reporting that Intuit "is laying off about 17% of its workforce, or about 3,000 employees worldwide."  On this news, the price of Intuit stock dropped nearly 4%, according to the complaint.

Later that day, during post-market hours, Intuit issued a press release announcing its fiscal third quarter 2026 results, allegedly reporting weak Q3 2026 tax season revenue, including that TurboTax revenue grew by only 7% year-over-year versus consensus estimates of at least 8% revenue growth.  The Intuit class action lawsuit further alleges that on an accompanying conference call that day, Sasan K. Goodarzi, Intuit's Chairman and CEO, disclosed that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."  On this news, the price of Intuit stock dropped over 20%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Intuit securities during the Class Period to seek appointment as lead plaintiff in the Intuit class action lawsuit.  A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class.  A lead plaintiff acts on behalf of all other class members in directing the Intuit class action lawsuit.  The lead plaintiff can select a law firm of its choice to litigate the Intuit class action lawsuit.  An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Intuit class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation.  Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025.  This marks our fourth #1 ranking in the past five years.  And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm.  With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig.  Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes. 

Services may be performed by attorneys in any of our offices. 

Contact:

          Robbins Geller Rudman & Dowd LLP

          Ken Dolitsky

          Michael Albert

          655 W. Broadway, Suite 1900, San Diego, CA 92101

          800/851-7783

          [email protected] 

SOURCE Robbins Geller Rudman & Dowd LLP

Lockheed Martin Q2 Earnings Call RevelationSpeaking on the company’s second-quarter earnings call, CEO Jim Taiclet described what may be one of the biggest strategic shifts underway at the world’s largest defense contractor. Rather than waiting for formal Pentagon requests, Lockheed is increasingly developing weapons and expanding manufacturing capacity before contracts are awarded, betting it can anticipate the military’s future needs.

“We’re not waiting for orders or contracts to close evident mission gaps,” Taiclet said, adding that the company is building technology roadmaps designed to predict customer requirements before they make their way through the government’s procurement process.

The approach is already showing results.

Concept to Testing in 45 DaysTaiclet highlighted Lockheed’s new Sanctum counter-drone system, which progressed from concept to successful live-fire testing in less than 45 days by combining existing technologies—including radar, launchers and missiles—rather than designing an entirely new platform from scratch.

The company is taking the same proactive approach to manufacturing.

Lockheed has been expanding missile production capacity ahead of contracted demand, investing in new factories, automation, robotics and artificial intelligence while increasing international co-production capabilities. Those investments helped position the company to secure a seven-year, $35 billion contract to quadruple production of THAAD missile interceptors, along with several other major awards announced during the quarter.

The mindset extends beyond factories.

Discussing internally funded drone defense programs, Taiclet recalled telling engineers, “Build 1,000 of these,” even before customer orders materialized. The goal, he said, is to demonstrate operational capability first and secure contracts afterward, rather than waiting for government procurement cycles to begin.

For investors, the strategy signals Lockheed’s effort to shape future defense demand through earlier investment, rapid prototyping and internally funded innovation.

As geopolitical tensions continue driving military spending higher, Lockheed appears increasingly willing to spend its own capital to ensure it already has the next generation of weapons ready when governments decide they need them.

Photo courtesy: Shutterstock

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Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is the second most important name in AI infrastructure, with shares delivering a 43.48% one-year return through July 22. The 24/7 Wall St. price target sees room to run, though the near-term climb is more measured than the last twelve months.

24/7 Wall St. Price Target for Broadcom Broadcom trades at $389.35. Our 24/7 Wall St. price target is $412.30, implying 5.9% upside over 12 months. The recommendation is buy with 90% confidence. That reflects high conviction tempered by AVGO’s nearly $1.888 trillion market cap, which limits multiple expansion.

Metric Value Current Price $389.35 24/7 Wall St. Price Target $412.30 Upside 5.9% Recommendation BUY Confidence 90% Whiplash After a Blowout Quarter Broadcom’s Q2 FY2026, reported June 3, 2026, delivered revenue of $22.187 billion (up 47.9% YoY), non-GAAP EPS of $2.44, and AI semiconductor revenue of $10.8 billion, up 143% YoY. Shares slid from $495 at filing to $360.45 thirty days later, a 27.2% drawdown against the Nasdaq-100’s -3.8%.

Sentiment rebounded on the July 8 Apple custom AI chip announcement worth more than $30 billion through 2031, and Morgan Stanley’s Portfolio Solutions added Broadcom on July 23 for “diversified exposure to multi-year AI infrastructure spending.” AVGO now trades 6% below its 52-week high of $494.18.

The Case for $500+ CEO Hock Tan guided AI semiconductor revenue to $16 billion in Q3 FY2026, up over 200% year-on-year and a path to in excess of $100 billion in AI revenue for FY2027. Bookings visibility extends to 2028, with Q2 AI bookings of over $30 billion against $10.8 billion shipped.

Google, Anthropic, OpenAI, Meta, and two additional customers each represent multi-gigawatt XPU commitments, with 2027 shipments guided at 10 gigawatts. If sector momentum holds, the bull case points to $532.66 in one year, and the 44 buy ratings vs. zero sells suggest Wall Street shares that view.

What Could Go Wrong Broadcom trades at roughly 66x earnings, with an implied P/E of 48x on the price target. Customer concentration is real: hyperscalers can insource, and Anthropic’s July agreement to buy two gigawatts of GPU capacity from AMD shows the multi-supplier playbook spreading.

Insider activity has skewed toward selling across 62 recent transactions. The bear case sees AVGO at $364.09 over the next year. Bulls counter that management is deliberately building 86 days of inventory ahead of an accelerating second half, signaling confidence.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.

How Broadcom Compares to NVIDIA and Marvell NVIDIA (NASDAQ:NVDA) is the valuation anchor. NVIDIA posted Q1 FY2027 revenue of $81.6 billion, up 85.2% YoY, with Data Center Networking alone up 199%, competing directly with Broadcom’s Ethernet AI switches. At a trailing P/E near 43x against Broadcom’s 66x, NVIDIA looks cheaper on earnings despite faster growth, making the mega-cap dampener prudent.

Marvell Technology (NASDAQ:MRVL) is the pure custom-ASIC comp. Marvell delivered Q1 FY2027 data center revenue of $1.83 billion, up 27% YoY, and guided Q2 to $2.7 billion, roughly 35% growth. Next to Broadcom’s Q3 AI guide of $16 billion (up 200%+), AVGO emerges as the runaway leader in custom accelerators, making the $412.30 target reasonable.

Verdict: High Conviction With Sizing Discipline The 24/7 Wall St. price target of $412.30 with a buy rating and 90% confidence reflects a company printing record margins, sitting on a $100 billion-plus FY2027 AI revenue runway, and anchoring dividend-growth ETFs.

The stock suits investors who can stomach the volatility that took AVGO from $495 to $360 in a month, while the bear case still touches $364 for those monitoring a lower entry. This is a core AI infrastructure holding suited for long-term positioning.

Broadcom Price Prediction 2026-2030 Extending the model forward, here is where we see AVGO trading through the decade, assuming the AI infrastructure cycle and Hock Tan’s $100 billion AI revenue goal remain on track.

Year 24/7 Wall St. Price Target 2026 $412.30 2027 $438 2028 $462 2029 $485 2030 $506.76 These projections assume Broadcom converts its 2027-2028 bookings visibility into shipments. Meaningful upside or downside could come from hyperscaler insourcing or acceleration in gigawatts shipped beyond the current 10-gigawatt 2027 plan.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Artificial intelligence (AI) infrastructure is hitting a physical wall. As large language models grow exponentially in size, the legacy approach of throwing large, monolithic graphics processing units at the problem breaks down during the inference phase.

By physically separating prompt processing from token generation, Advanced Micro Devices NASDAQ: AMD and Cerebras Systems NASDAQ: CBRS have engineered a structural bypass to legacy computing bottlenecks. This heterogeneous architecture delivers unparalleled efficiency in ultra-low latency environments, immediately positioning both hardware developers to capture the premium enterprise inference market.

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Cracking Compute: Why Monolithic Chips StumbleUnderstanding how AI models generate text or code reveals why this partnership matters. Inference involves two very different workloads. First, the system must process the prompt and context window, which requires high computational throughput to digest thousands of words in real time. Second, the system generates the response token by token, a process demanding ultra-low latency and immense memory bandwidth.

Monolithic chips attempt to handle both tasks simultaneously, resulting in a bottleneck where the processor wastes time waiting for memory to catch up. The technical combination unveiled at the Advancing AI 2026 event systematically solves this bottleneck.

AMD brings its Helios rack-scale systems to manage the high-throughput prompt processing. Cerebras Systems integrates its Wafer-Scale Engine to handle the rapid-fire token generation. Operating as a single disaggregated workflow, the two distinct computing engines handle the specific tasks they were explicitly designed to execute.

Expanding the Moat: How Hardware Efficiency Builds MarginsAdvanced Micro Devices Today

AMD

Advanced Micro Devices

$540.11 +0.42 (+0.08%)

As of 12:24 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$149.22▼

$584.73P/E Ratio177.08

Price Target$478.78

From a fundamental valuation perspective, hardware efficiency translates directly into pricing power. Data center operators are currently constrained by power availability and cooling capacity, making energy efficiency the most critical metric in cloud computing. The joint solution aims to achieve a fivefold increase in tokens per second per watt compared to standalone hardware.

AMD expects the Helios platform to deliver 30% more inference tokens per dollar than legacy monolithic racks. When cloud service providers can generate more output using the same energy footprint, their operating margins expand. That structural total cost of ownership advantage provides both hardware manufacturers with a formidable economic moat as hyperscalers look to optimize their capital expenditures.

Capturing the High-Rent District: Premium Latency MarketsHigh-volume workloads like batch processing prioritize total token generation, but the next frontier of artificial intelligence demands instant reaction times. Applications like autonomous agents, real-time customer service copilots, and high-frequency coding assistants require ultra-low latency. If a cybersecurity protocol takes even two seconds to generate an inference response, the breach has already happened.

Cerebras Systems Today

CBRS

Cerebras Systems

$203.97 -16.03 (-7.29%)

As of 12:24 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$160.81▼

$386.34Price Target$299.30

This latency-sensitive segment represents the highest-margin opportunity in the sector, and tier-1 enterprise adoption is already accelerating. Cerebras Systems recently partnered with CrowdStrike to integrate wafer-scale inference into the Falcon AIDR platform, validating the demand for real-time security processing. Concurrently, Microsoft Azure plans to deploy the Helios system across its data centers in the second half of 2026, offering vast distribution channels for the new architecture.

AMD also executed a brilliant capital allocation maneuver by securing a $5 billion equity stake in Anthropic. Rather than just investing cash for a financial return, the agreement locks in commitments to core graphics processing unit capacity for 2027. Securing captive demand from one of the leading foundational model developers derisks forward revenue projections and guarantees high utilization rates for the new disaggregated infrastructure.

Scaling Through the NoiseDespite these structural tailwinds, retail market sentiment often misprices short-term volatility. Shares of Cerebras Systems recently fell about 10% intraday to around $194, well below its post-IPO peak. First-quarter earnings revealed a net loss of 4 cents per share, beating consensus estimates, alongside strong core revenue of $191.3 million. Management warned of a 10-15 percentage-point drop in cloud and service margins over the near term.

Analysts recognize that not all margin compression is created equal. Cerebras Systems is currently renting external third-party compute capacity to fulfill a rapidly growing tier-1 enterprise backlog. This transient capital expenditure is a direct byproduct of outsized demand outstripping current deployment capacity. Sacrificing near-term margins to secure dominant market share is a classic infrastructure growth playbook, not a signal of structural pricing weakness.

The accompanying bearish optics of insider selling require similar contextualization. Liquidations by the chief operating officer and chief accounting officer occurred precisely at the expiration of the May 2026 IPO lock-up period and the standard quarterly 10b5-1 programmatic selling windows.

Executive diversification following a major liquidity event is a routine corporate mechanism, entirely separate from underlying business conviction. Active securities litigation regarding post-IPO volatility represents standard plaintiff posturing that poses a negligible threat to the underlying technology moat.

Completing the Build: Why Disaggregated Compute WinsAMD presents a different fundamental profile, trading near $531 after an impressive 146% year-to-date run. While the valuation is steep, carrying a forward price-to-earnings ratio of 83.94, the underlying growth narrative supports the premium. First-quarter earnings per share reached $1.37, driven by a 37.8% year-over-year revenue expansion. Management has established a firm floor underneath AMD through an active $6 billion share buyback program initiated in May 2025.

The transition toward heterogeneous, specialized compute clusters is no longer a theoretical roadmap. It is actively deploying across major cloud providers. By separating distinct AI inference workloads into optimized hardware streams, this partnership rewrites the economics of data center scaling. Investors evaluating semiconductor exposure might want to monitor how aggressively hyperscalers adopt this disaggregated hardware approach as enterprise deployments accelerate through the end of 2026.

Should You Invest $1,000 in Advanced Micro Devices Right Now?Before you consider Advanced Micro Devices, you'll want to hear this.

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A high schooler flipping burgers, lifeguarding, or babysitting this summer is sitting on something most adults would trade a lot to get back: five decades of tax-free compounding runway. If your teen has a real paycheck, they qualify to open a Roth IRA, and the numbers that follow are the reason financial planners keep pushing this idea on parents who will listen.

The mechanics are straightforward. The IRS only requires earned income, meaning W-2 wages, self-employment, or gig work, not allowance, gifts, or investment income. There is no minimum age to open or contribute to a Roth IRA. Because your child is a minor, the account is typically a custodial Roth IRA opened and managed by a parent or guardian until the child reaches the age of majority, generally 18 or 21 depending on the state. Charles Schwab (NYSE:SCHW | SCHW Price Prediction), Fidelity, Vanguard, and Empower all offer them.

The 2026 Rules In One Paragraph For 2026, the Roth IRA contribution limit is $7,500 per year for anyone under 50, or 100% of the person’s earned income for the year, whichever is lower. In plain English: if your 16-year-old earned $3,000 at a coffee shop last summer, the max she can put in is $3,000. If she earned $9,000, the max is $7,500. And here is the piece most parents miss: anyone can fund the contribution. A parent or grandparent can hand over the cash while the teen keeps her paycheck, as long as the deposit does not exceed her actual earned income for the year.

Why Time Is Doing The Heavy Lifting A dollar contributed at age 15 has roughly 50 years to grow before a normal retirement age. That is the entire trick. Using a 7% average annual return assumption, which is a standard moderate estimate and not a guarantee, every contribution grows to its value at 65 by multiplying it by 1.07 raised to the number of years remaining. Actual market returns vary year to year and can be negative in any single year.

The aggressive case shows the upper bound. If a parent funds the full limit for five years, ages 15 through 19, that is $7,500 per year for five years, or $37,500 total out of pocket. Each contribution then sits untouched. At a 7% average annual return, that $37,500 grows to approximately $969,000 by age 65, essentially a million-dollar retirement account funded entirely during high school and the freshman year of college, with zero further contributions after age 19.

Most families cannot or will not max the limit. A teen earning steady part-time money contributes $3,000 per year for four years, ages 15 through 18, for $12,000 total. At a 7% average annual return compounding untouched to age 65, that grows to approximately $320,000. Even a single, one-time deposit compounds meaningfully: a single $7,500 contribution at age 15, never touched again, grows to roughly $221,000 by age 65 at 7%.

For scale, the S&P 500 tracker SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has returned roughly 241% over the past ten years, while the 10-year Treasury currently yields about 4.7%. That gap is precisely why a long time horizon in equities is so powerful, and why parking teen money in a savings account is the expensive default.

The Assumption You Need To Take Seriously None of the figures above are promises. They rest on that 7% average annual return assumption, and any given decade can undershoot or overshoot. Present these as illustrations of how the account type and time horizon interact, not as guarantees. The math is directional.

Why The Roth Wrapper Matters More Than The Ticker A regular brokerage account would tax dividends and capital gains along the way and again at sale. A Roth IRA does neither. Contributions grow tax-free, and qualified withdrawals in retirement, after age 59 1/2 and with the account open five or more years, are entirely tax-free, both the original contributions and all the investment growth. At a projected $969,000, that difference is not a footnote.

How To Actually Do This Opening the account takes about 15 minutes online at Fidelity, Schwab, or Vanguard. You will need the teen’s Social Security number, proof of earned income (a pay stub, W-2, or a simple log for self-employed babysitting or lawn work), and your own identification as custodian. Fund it before the tax-filing deadline for the year the income was earned. The most common mistake is waiting until the child is 25 to have this conversation, which quietly erases the most valuable decade of compounding. Consider talking with a financial advisor or tax professional about how this fits your family’s broader plan.

Contact [email protected] for any questions or corrections.

A strong stock as of late has been General Dynamics (GD - Free Report) . Shares have been marching higher, with the stock up 10.8% over the past month. The stock hit a new 52-week high of $387.69 in the previous session. General Dynamics has gained 13.4% since the start of the year compared to the 1.9% move for the Zacks Aerospace sector and the 0.4% return for the Zacks Aerospace - Defense industry.

What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 29, 2026, General Dynamics reported EPS of $4.1 versus consensus estimate of $3.68.

For the current fiscal year, General Dynamics is expected to post earnings of $16.66 per share on $55.16 in revenues. This represents a 7.76% change in EPS on a 4.97% change in revenues. For the next fiscal year, the company is expected to earn $18.32 per share on $57.63 in revenues. This represents a year-over-year change of 9.98% and 4.46%, respectively.

Valuation MetricsThough General Dynamics has recently hit a 52-week high, what is next for General Dynamics? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.

On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.

General Dynamics has a Value Score of C. The stock's Growth and Momentum Scores are A and D, respectively, giving the company a VGM Score of A.

In terms of its value breakdown, the stock currently trades at 22.9X current fiscal year EPS estimates, which is not in-line with the peer industry average of 22.9X. On a trailing cash flow basis, the stock currently trades at 20.1X versus its peer group's average of 15.5X. Additionally, the stock has a PEG ratio of 2.3. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.

Zacks RankWe also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, General Dynamics currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.

Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if General Dynamics meets the list of requirements. Thus, it seems as though General Dynamics shares could have potential in the weeks and months to come.

Key Takeaways ITW is set to report Q2 2026 results on July 28 before market open after four straight earnings beats.ITW's Food Equipment, Automotive OEM and Electronics units are expected to post revenue growth.ITW may face pressure from weak construction demand in Europe and foreign currency headwinds. Illinois Tool Works Inc. (ITW - Free Report) is scheduled to release second-quarter 2026 results on July 28, 2026, before market open.

The Zacks Consensus Estimate for second-quarter earnings has remained steady in the past 30 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters. The average surprise was 2.8%.

The consensus estimate for second-quarter revenues is pegged at $4.18 billion, suggesting growth of 3.2% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $2.80 per share, indicating an 8.5% increase from the year-ago quarter’s number.

Let’s see how things have shaped up for Illinois Tool this earnings season.

Factors to Note Ahead of ITW’s ResultsGrowth in the institutional and food retail markets in North America, along with higher service revenues, is likely to have boosted the performance of Illinois Tool’s Food Equipment segment. Our model estimates the segment’s revenues to increase 2.5% year over year to $696.8 million.

Strong momentum in the filter medical business is likely to have driven its Specialty Products segment’s performance. We expect the Specialty Products segment’s revenues to grow 2.6% year over year to $466.6 million.

Solid momentum in the equipment and filler metals businesses due to higher demand for products in North America is expected to have aided the Welding segment’s performance in the second quarter. Our model estimates the segment’s revenues to increase 4.7% from the year-ago quarter to $501.5 million.

The Automotive OEM segment’s performance is expected to have benefited from growth in the electric vehicles end market. We expect the segment’s revenues to grow 2.1% year over year to $862.3 million in the second quarter.

Strength in the semiconductor and electronics end markets in North America and the Asia Pacific is expected to boost the Test & Measurement and Electronics segment’s results. We expect the segment’s revenues to increase 4.5% year over year to $716.9 million in the second quarter.

The Polymers & Fluids segment is anticipated to have performed well in the second quarter, driven by new product launches in the automotive aftermarket. We expect the segment’s revenues to increase 2.9% from the year-ago quarter to $450.8 million.

However, weakness in the commercial and residential construction end markets, owing to lower demand for products in Europe, is likely to have hurt the Construction Products segment’s revenues in the second quarter.

ITW has considerable exposure to overseas markets. Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its profitability.

Earnings WhispersOur proven model does not conclusively predict an earnings beat for ITW this time. 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, which is not the case here, as elaborated below.

Earnings ESP: ITW has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at $2.80 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Zacks Rank: Illinois Tool presently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are some companies, which according to our model, have the right combination of elements to beat on earnings in this reporting cycle.

Crane Company (CR - Free Report) has an Earnings ESP of +4.73% and a Zacks Rank of 2 at present. The company is scheduled to release second-quarter 2026 results on July 28.

Crane’s earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 11.3%.

Ferguson Enterprises Inc. (FERG - Free Report) has an Earnings ESP of +1.22% and a Zacks Rank of 2 at present. The company is slated to release second-quarter 2026 results on Aug. 10.

Ferguson’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 6.5%.

Ingersoll Rand Inc. (IR - Free Report) has an Earnings ESP of +0.61% and a Zacks Rank of 3 at present. The company is slated to release second-quarter 2026 results on July 30.

Ingersoll Rand’s earnings surpassed the Zacks Consensus Estimate in two of the trailing four quarters while matching the mark in two, the average surprise being 2.4%.

Key Takeaways ADM is benefiting from Nutrition gains and advancing cost savings, BioSolutions and digital initiatives.BG spans the farm-to-consumer chain with operations across five continents and four business segments.LMNR combines agribusiness, rentals and real estate, with earnings estimates rising over the past 60 days. Agricultural technology (AgriTech) and food innovation companies develop technologies to enhance farming efficiency, sustainability and food production. These companies offer a compelling investment opportunity driven by the need for sustainable food production and improved food security. 

AgriTech encompasses innovations such as precision farming, smart irrigation, drone technology and agricultural biotechnology, which boost crop yields, minimize resource usage, and lower food production costs and environmental impact. Food innovation, including plant-based proteins and lab-grown meat, aims to meet the growing demand for sustainable and ethical food alternatives.

At this stage, it will be prudent to invest in AgriTech and Food Innovation stocks for a stable portfolio in the second half of 2026. Three such stocks are: Archer-Daniels-Midland Co. (ADM - Free Report) , Bunge Global SA (BG - Free Report) and Limoneira Co. (LMNR - Free Report) .

Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The chart below shows the price performance of our three picks in the past three months.

Image Source: Zacks Investment Research

Archer-Daniels-Midland Co.Zacks Rank #2 Archer-Daniels-Midland is benefiting from a rebound in its Nutrition segment. Human Nutrition is gaining traction, with the Flavors portfolio benefiting from solid North American demand, international customer wins and improved margins from a favorable mix and disciplined pricing. 

ADM continues to advance its Optimize, Drive and Grow pillars, enhancing productivity, accelerating cost savings, expanding BioSolutions and leveraging digital tools to unlock margin opportunities and strengthen customer reach.

ADM is actively managing productivity and innovation as well as aligning work to the interconnected trends in food security, health and wellbeing. The company is well-positioned for sustainable long-term profit growth across new avenues. 

ADM has been creating additional margin opportunities, opening up channels to customers, advancing digital technologies in areas like farmer needs, the extension of Regen Act programs and partnerships, and the growth of its BioSolutions platform. 

Archer-Daniels-Midland has an expected revenue and earnings growth rate of 5.3% and 38.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last seven days.

Bunge Global SAZacks Rank #1 Bunge Global is an integrated global agribusiness and food company spanning the farm-to-consumer food chain. BG processes, produces, moves, distributes and markets food on five continents. BG operates through four segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling.

Bunge Global has an expected revenue and earnings growth rate of 31.3% and 28.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.4% over the last seven days.

Limoneira Co.Zacks Rank #2 Limoneira is an agribusiness and real estate development company. LMNR’s current operations consist of fruit production and marketing, real estate development and capital investment activities. 

LMNR has three business segments: agribusiness, rental operations, and real estate development. The agribusiness segment includes its farming and lemon packing operations. LMNR produces lemons, avocados, oranges, and other specialty crops. 

LMNR’s rental operations segment includes housing, organic recycling, commercial and leased land operations. The real estate development segment includes its real estate projects and development.

Limoneira has an expected revenue and earnings growth rate of -21.7% and 53.2%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 12.1% over the last 60 days.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

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

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

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

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

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

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

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

Stock to Watch: Autodesk (ADSK - Free Report) San Francisco, CA-based Autodesk develops model-based design, engineering and documentation software. The company serves customers in architecture, engineering and construction; product design and manufacturing; and digital media and entertainment industries.

ADSK is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. ADSK has a Growth Style Score of A, forecasting year-over-year earnings growth of 20.6% for the current fiscal year.

10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.21 to $12.58 per share. ADSK also boasts an average earnings surprise of +7.1%.

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

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of SWKS 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.

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Roblox Corp (NYSE:RBLX) is facing near-term pressure on user growth expectations as Wedbush lowered its fiscal 2026 estimates ahead of the company’s second quarter results, citing ongoing friction from age-verification measures that the firm believes are weighing on access to the platform.

The analysts maintained an ‘Outperform’ rating and a $65 price target, above current levels of $48.

Wedbush lowered its fiscal 2026 daily active user (DAU) estimate to 129.3 million from 135 million, bookings expectations to $7.40 billion from $7.50 billion and adjusted EBITDA estimates to $1.51 billion from $1.54 billion. The revised bookings estimate sits in the lower half of Roblox’s previous guidance range of $7.33 billion to $7.60 billion, while adjusted EBITDA is near the lower end of the company’s outlook.

The analysts wrote that the estimate cuts were driven entirely by the DAU revision, which they believe points to second-quarter results below current consensus expectations. Wedbush added that the adjustment is primarily a near-term revision and kept its $65 price target based on a 22x enterprise value to EBITDA multiple on its revised fiscal 2027 adjusted EBITDA estimate of $1.95 billion.

Wedbush’s DAU forecast is based on Similarweb’s mobile proxy data, which the firm noted has historically tracked with Roblox’s reported DAUs. The analysts wrote that the proxy averaged 40.5 million users in the second quarter, down about 5% from the first quarter, which implied reported DAUs of around 113 million.

However, Wedbush noted that the model may overstate the decline because the proxy only captures mobile activity and may be disproportionately affected by the age-verification gate, which has had a greater impact on younger, more mobile-focused users. The analysts wrote that the 113 million estimate should be viewed as a floor rather than a base case, with their forecast modeling 119 million DAUs to account for users on console and PC platforms.

The analysts wrote that they expect the user friction from age verification to continue through the end of the year, with the largest reductions concentrated in Asia-Pacific and Rest-of-World regions where prior growth was stronger and comparisons are more difficult. Wedbush noted that these regions generate lower monetization levels, limiting the impact on bookings.

“An approximately 5 million DAU cut becomes only an approximately $100 million bookings cut,” the analysts wrote, adding that a shift toward higher-yielding users could help offset some of the decline in user numbers. Wedbush maintained its fiscal 2027 estimates and price target ahead of the company’s earnings report.

Looking ahead to Roblox’s second-quarter print, Wedbush highlighted several factors it will monitor, including app-store ratings and user engagement trends, monetization among users aged 18 and older, progress in advertising and homepage initiatives, regional trends following regulatory actions in markets including Vietnam and Turkey, and whether monetization continues to outpace user growth.

The analysts also pointed to potential risks, including a larger-than-expected decline in proxy data, tougher comparisons during August and September, and ongoing legal and regulatory issues related to child safety and metric-related allegations.

Roblox is scheduled to report its Q2 earnings on July 30.

Analysts on Wall Street project that Automatic Data Processing (ADP - Free Report) will announce quarterly earnings of $2.59 per share in its forthcoming report, representing an increase of 14.6% year over year. Revenues are projected to reach $5.43 billion, increasing 5.9% from the same quarter last year.

Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

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

Based on the collective assessment of analysts, 'Segment revenues- Employer Services' should arrive at $3.67 billion. The estimate points to a change of +5.9% from the year-ago quarter.

The collective assessment of analysts points to an estimated 'Revenues- Interest on funds held for clients' of $340.62 million. The estimate suggests a change of +10.7% year over year.

The consensus estimate for 'Revenues- PEO revenues' stands at $1.78 billion. The estimate indicates a change of +7% from the prior-year quarter.

It is projected by analysts that the 'Segment revenues- PEO Services' will reach $1.76 billion. The estimate suggests a change of +5.9% year over year.

The consensus among analysts is that 'Revenues- Revenues, other than interest on funds held for clients and PEO revenues' will reach $3.33 billion. The estimate indicates a year-over-year change of +5.4%.

View all Key Company Metrics for ADP here>>>

ADP shares have witnessed a change of +12.3% in the past month, in contrast to the Zacks S&P 500 composite's +0.6% move. With a Zacks Rank #3 (Hold), ADP is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

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

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

Zacks Premium also includes the Zacks Style Scores.

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

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

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

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

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

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

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

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

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

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

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

Stock to Watch: Freeport-McMoRan (FCX - Free Report) Based in Phoenix, AZ, Freeport-McMoRan Inc., formerly Freeport-McMoRan Copper & Gold Inc., is engaged in mineral exploration and development; mining and milling of copper, gold, molybdenum and silver; as well as the smelting and refining of copper concentrates. The company conducts its operations primarily through its principal operating subsidiaries, PT Freeport Indonesia (PT-FI), Freeport Minerals Corporation and Atlantic Copper. PT Freeport Indonesia’s principal asset is Papua, Indonesia-based Grasberg mine, which contains the world’s largest copper and gold reserves.

FCX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Basic Materials stock. FCX has a Momentum Style Score of A, and shares are up 1.1% over the past four weeks.

Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.17 to $2.72 per share. FCX boasts an average earnings surprise of +32.6%.

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

Kroger Health dietitians share practical guidance for patients navigating weight-management treatment as part of Kroger's new GLP-1 Complete Support Program

, /PRNewswire/ -- GLP-1 medications are changing what is possible for many patients looking to manage their weight. To get the most out of this treatment, patients need more than a prescription.

"Patients need more than a prescription, they need ongoing support," said Colleen Lindholz, president of Kroger Health. "Kroger Health GLP-1 Complete Support was created to help patients navigate affordability, nutrition and lifestyle changes with confidence."

Kroger Health dietitians work with patients at every stage of their GLP-1 journey, from understanding affordability options like the Medicare GLP-1 Bridge Program to building everyday habits that support lasting results. Here are five practical tips to help:

1. Lead with protein

GLP-1 medications reduce appetite, which means what patients eat matters more than how much they eat. Build meals around protein, such as seafood, lean meats, eggs, Greek yogurt, cottage cheese, beans or tofu, then add fruits, vegetables and whole grains. Protein helps patients stay fuller longer and supports muscle preservation during weight loss.

2. Make Every Bite Count

When appetite decreases, nutrient quality becomes more important. Kroger's OptUP® nutrition rating system makes it easy to identify more nutritious options throughout the store. This is a simple way to build a cart that supports nutrition goals without reading every label

3. Stay hydrated

Many patients unintentionally drink less while taking a GLP-1 medication. Staying hydrated supports energy, digestion and overall wellness. Water, low-sugar beverages and water-rich foods such as cucumbers and melons all help.

4. Plan before shopping

Having the right foods on hand makes healthy choices easier throughout the week. Simple staples – rotisserie chicken, Greek yogurt, pre-cut vegetables, frozen fruit and portion-controlled snacks – work well for smaller appetites and busy schedules.

5. Build a support team

Medication is only one part of a successful journey. Pharmacists, registered dietitians and care teams help patients manage side effects, optimize nutrition and develop habits that last. No patient has to navigate this experience alone.

Support at Every Step

Kroger Health's GLP-1 Complete Support connects patients with pharmacists, registered dietitians, clinical services through The Little Clinic and personalized nutrition guidance through OptUP®, all in one place. Kroger pharmacists can also help patients understand affordability issues, including the Medicare GLP-1 Bridge Program, and determine eligibility.

"GLP-1 medications can be powerful tools, but long-term success depends on the everyday choices patients make around food, hydration and lifestyle," said Laura Brown, MS, RDN, LDN, director of nutrition for Kroger Health. "Practical guidance and the right support system make a real difference."

To learn more, patients can speak with their local Kroger pharmacy team, schedule a consultation with a registered dietitian or visit Kroger Health online.

About Kroger
At The Kroger Co. (NYSE: KR), we are dedicated to our Purpose: To Feed the Human Spirit™. We are, across our family of companies more than 400,000 associates who serve over 11 million customers daily through an e-Commerce experience and retail food stores under a variety of banner names, serving America through food inspiration and uplift, and creating #ZeroHungerZeroWaste communities. To learn more about us, visit our newsroom and investor relations site.

SOURCE The Kroger Co.

The upcoming report from Public Storage (PSA - Free Report) is expected to reveal quarterly earnings of $4.25 per share, indicating a decline of 0.7% compared to the year-ago period. Analysts forecast revenues of $1.21 billion, representing an increase of 1% year over year.

The current level reflects a downward revision of 0.7% 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 usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

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

Based on the collective assessment of analysts, 'Revenues- Self-storage facilities' should arrive at $1.14 billion. The estimate indicates a change of +1.8% from the prior-year quarter.

Analysts expect 'Revenues- Ancillary operations' to come in at $90.75 million. The estimate indicates a year-over-year change of +10.1%.

The average prediction of analysts places 'Square foot occupancy' at 92.4%. Compared to the present estimate, the company reported 92.2% in the same quarter last year.

According to the collective judgment of analysts, 'Depreciation and amortization' should come in at $293.81 million.

View all Key Company Metrics for Public Storage here>>>

Shares of Public Storage have experienced a change of -1.8% in the past month compared to the +0.6% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), PSA is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

CrowdStrike Holdings NASDAQ: CRWD has entered into a strategic partnership with Cerebras Systems NASDAQ: CBRS. CrowdStrike will pair Cerebras’s industry-leading artificial intelligence (AI) inference speed with its proprietary Falcon AI Detection and Response (AIDR) platform for enterprises building and deploying AI at scale.

CrowdStrike Today

$183.60 +0.18 (+0.10%)

As of 12:20 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$85.68▼

$217.50Price Target$183.85

It’s already been a headline-making summer for CrowdStrike. In June, the company announced a four-for-one stock split. CRWD shares began trading at their split-adjusted price on July 2. The company has also announced an expansion of its strategic partnership with Schwarz Digits. The two companies are launching a multi-year roadmap to bring the Falcon platform to European enterprises on Schwarz Digits’ sovereign cloud.

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Both partnerships highlight the significance of the Frontier AI age and the key role cybersecurity will play in it. However, CRWD stock has dipped since the Cerebras announcement, suggesting the company has yet to convince investors that its growth justifies its valuation.

The Cerebras partnership highlights a significant concern for the C-suite, providing investors with another reason besides price to include CRWD in a growth portfolio.

AI Inference Speed Could Become CrowdStrike's Biggest EdgeThe AI revolution is driven by the speed of AI inference. Higher productivity and efficiency are the positive side effects of faster AI processing, but in cybersecurity, inference speed can also determine whether a threat is stopped before it spreads.

That's the gap this partnership is designed to close. Under the agreement, CrowdStrike will run its Falcon AIDR models on Cerebras's wafer-scale CS-3 chips instead of relying solely on traditional GPU-based inference.

In exchange, Cerebras is standardizing on the Falcon platform to secure its internal operations—a detail that matters for credibility and revenue, since it puts one of the industry's most demanding AI infrastructure builders in the position of vouching for CrowdStrike by using it internally.

How the CrowdStrike-Cerebras Partnership WorksHere's a simplified version of how that partnership could play out in practice. Imagine an AI-powered attacker compromises a single cloud workload and begins moving laterally across an enterprise's network, probing for credentials and sensitive data.

This is a process that, with AI tooling on the attacker's side, can now unfold in seconds rather than the hours or days it once took. Falcon AIDR is built to detect that kind of behavioral anomaly by running large models against real-time telemetry.

The bottleneck has always been AI inference speed: a security model that takes several seconds to score a threat is already behind the attack. By shifting that inference workload onto Cerebras's infrastructure, CrowdStrike is betting it can compress the time between "anomaly detected" and "response executed" enough to intervene before lateral movement turns into data exfiltration—catching the intrusion at step two instead of step five.

Neither company has published specific benchmark figures for the latency improvement this integration delivers, so the compression is directional rather than quantified for now. But the strategic logic is consistent with where CrowdStrike has been positioning AIDR all along: as the security layer built specifically for a world where both attacks and defenses are increasingly AI-driven.

Investors Want Proof Beyond the AI StoryInvestors will have to wait until Sept. 1 for CrowdStrike to report its second-quarter earnings for the fiscal year 2027. When it does, Cerebras won’t be significant to its numbers. However, CrowdStrike was delivering strong growth before this announcement, and management hasn’t been conservative with its forecasts.

That includes subscription growth margin growth of 82% to 85% and free cash flow margin growth of 34% to 38%. To be clear, CrowdStrike has been generating strong growth in both categories. But much like Palantir Technologies NASDAQ: PLTR, investors believe that a forward price-to-earnings (P/E) ratio of over 760x already prices in years of growth.

Cerebras Systems Today

CBRS

Cerebras Systems

$203.81 -16.19 (-7.36%)

As of 12:20 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$160.81▼

$386.34Price Target$299.30

That's likely why the stock dipped rather than rallied on the Cerebras news, even as Cerebras shares themselves jumped double digits. Partnership announcements like this one add to CrowdStrike's competitive moat and its story, but they don't move the needle on the metrics that matter most to a stock already priced for perfection.

Investors have heard the AI-native security pitch before; what they're watching for now is whether it shows up in net new annual recurring revenue (ARR) and in the margin guidance itself, not just in press releases.

But investors are rotating into enterprise cybersecurity stocks. The threat from AI isn’t constrained by capital expenditure budgets or supply chain bottlenecks. More importantly, the threat is adapting in real time. CrowdStrike was already a leader in that space, and the Cerebras partnership is another step to cementing its leadership position.

Should You Invest $1,000 in CrowdStrike Right Now?Before you consider CrowdStrike, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and CrowdStrike wasn't on the list.

While CrowdStrike currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

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