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Broadcom (AVGO +0.18%) has been a disappointment for investors so far this year -- the stock is up 6%, but that's only half the performance of the S&P 500, which is up 12% year to date.

However, the semiconductor maker is reporting earnings for its fiscal third quarter after the market close on Sept. 2. And as management previously issued guidance for AI semiconductor revenue to grow more than 200% from a year ago to reach $16 billion, there are plenty of reasons for investors to be paying close attention to Broadcom stock this week.

About Broadcom stockBroadcom is a chipmaker, but it operates in a different lane from Advanced Micro Devices and Nvidia. It designs chips known as application-specific integrated circuits (ASICs) that are customized for Broadcom's customers, so while they aren't as versatile as Nvidia's top-of-the-line chips, they perform the functions its customers require so that they can be made less expensively.

Image source: Getty Images.

One of Broadcom's key customers is Alphabet, with whom Broadcom has worked over the last decade to create Google's Tensor Processing Units (TPUs), as an alternative to Nvidia's chips. Alphabet has been using TPUs in its own infrastructure, and it has begun selling TPU systems to third-party customers.

But here's also the problem for Broadcom. Alphabet and Marvell Technology recently announced a deal in which Marvell issued a warrant that gives Google the right to buy up to 58.9 million Marvell shares at $206.58 per share, or about $12.2 billion. Marvell said in a filing with the Securities and Exchange Commission that the agreement includes products that "attach to the (TPU) ecosystem" and is tied to milestones in its commercial relationship to help Google meet demand for its custom chips.

The filing follows an April report outlining a deal between Marvell and Google for AI workloads, including a TPU and a memory processing unit.

So naturally, there's concern that Alphabet's decision to expand its TPU business through Marvell will hurt Broadcom. Broadcom's stock fell sharply in April on news of the report. Marvell stock, meanwhile, is up 147% this year.

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Morningstar analyst William Kerwin told Reuters that the deal is a "big win" for Marvell, but should be seen as Alphabet expanding its network of chipmaking partners "rather than a competitive displacement of Broadcom."

What to look for when Broadcom reports earningsIt's not like Broadcom has been doing poorly this year. In fact, business has been strong for the chipmaker. Revenue in the fiscal second quarter (ending May 3) was $22.18 billion, up 48% from a year ago. Net income was $9.31 billion, up 88%, and earnings of $1.91 per share were up 85% from the second quarter of 2025.

"Broadcom achieved record revenue, operating profit, and free cash flow in Q2 driven by accelerating growth in AI semiconductor revenue and strong operating leverage," CEO Hock Tan said. "Q2 semiconductor revenue from AI of $10.8 billion grew 143% year-over-year, above our forecast, driven by increasing demand for custom AI accelerators and AI networking.

"The momentum continues, and in Q3 we expect semiconductor revenue from AI to grow over 200% year-over-year to $16 billion," he said.

If Broadcom can hit that number -- $16 billion in semiconductor revenue with 200% growth -- then it would go a long way in easing investors' concerns about Marvell. Alphabet has deep pockets, having recently increased its projected capital expenditures this year from $185 billion to $200 billion, and that doesn't appear to be slowing down anytime soon.

Hitting or exceeding $16 billion in semiconductor revenue would show that demand for Broadcom's custom AI accelerators and networking products remains strong, even as Alphabet expands its relationship with Marvell. And if management issues guidance for continued strong growth in Q4, then the stock's year-to-date underperformance could be a golden opportunity to accumulate shares.

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies.

Shares have climbed 30% since third-quarter results, well ahead of the 5% gain in the iShares Expanded Tech-Software ETF, raising the bar for this print.

Jefferies still expects management to guide fiscal 2027 revenue growth above the current consensus of 21% year-over-year, and has confidence in more than $6.4 billion of free cash flow in FY28, supporting its $450 price target.

Channel checks support the setup. Jefferies' VAR survey showed Palo Alto's average performance versus plan rising to positive 4.8% from positive 1.8% quarter-over-quarter, while Fortinet's 52% product growth in its own blowout quarter is seen as a positive read-across. SASE remains the top growth area flagged in the survey, followed by identity and cloud security, both now part of Palo Alto's portfolio.

CyberArk was the outlier, with performance versus plan falling to 0.9% from 3.8%, which Jefferies said may reflect rebranding or resellers folding its results into Palo Alto's.

The F4Q ARR guide of $8.9 billion to $8.95 billion implies 28% organic growth, an acceleration from F3Q's 17% despite a tougher comparison. Jefferies views this as achievable given strong survey work, comparable strength from CrowdStrike, Fortinet and Okta, and record ARR tied to hardware backlog.

On FY27, Jefferies called consensus revenue growth of 21.1% "easily attainable," noting pro forma revenue across Palo Alto, Chronosphere and CyberArk grew 17.4% year-over-year through the first three quarters of FY26.

The firm also expects Palo Alto to guide FY27 next-generation security ARR at least in line with, and potentially above, consensus expectations of $10.9 billion, up 22% year-over-year.

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Key Takeaways Crenessity sales hit $337 million in the first half of 2026, up roughly 400% year over year.About 15% of diagnosed classic CAH patients have been prescribed Crenessity, leaving room to expand.Vertex's planned $10 billion Crinetics deal could strengthen a key rival currently advancing phase III. Neurocrine Biosciences (NBIX - Free Report) continues to rely heavily on its blockbuster VMAT2 inhibitor, Ingrezza, for top-line growth. Still, the company is making meaningful progress beyond the drug as Crenessity gains traction in classic congenital adrenal hyperplasia (CAH), a rare genetic condition involving the adrenal glands.

Launched in December 2024, Crenessity is an oral therapy designed to reduce excessive adrenal androgen production and, in turn, help lower the amount of glucocorticoid (steroid) treatment needed. The drug is emerging as an increasingly important contributor to Neurocrine's commercial portfolio.

Crenessity generated $337 million in sales during the first half of 2026, up roughly 400% year over year and surpassing the $301 million generated in 2025. The strong performance was supported by growing adoption among adult and pediatric patients, with Neurocrine's prescriber base nearly tripling from a year ago. The rapid uptake highlights the drug's increasing contribution to Neurocrine's revenue base and its potential to become a meaningful growth driver alongside Ingrezza.

Neurocrine has not yet provided sales guidance for Crenessity, as the launch remains relatively early and the company continues to learn more about the market and the drug's growth trajectory. About 15% of the estimated diagnosed classic CAH population has now been prescribed the drug, while Neurocrine estimates that at least 20,000 people in the United States have classic CAH. This low penetration leaves substantial room for further adoption and sales expansion. Meanwhile, reimbursement for dispensed prescriptions was approximately 80% in the second quarter, and Neurocrine continues to broaden its reach among pediatric and adult endocrinologists and Centers of Excellence.

Competition Could Pose a Concern for NBIX Over TimeCrenessity's growing presence in the CAH market could face increasing competition from Crinetics Pharmaceuticals’ (CRNX - Free Report) atumelnant, a once-daily oral ACTH receptor antagonist. The drug is currently being evaluated in a phase III study for classic CAH. The competitive threat is becoming more notable following Vertex Pharmaceuticals' (VRTX - Free Report) agreement to acquire CRNX for $10 billion. Announced last month, the deal would bring atumelnant into Vertex's portfolio, providing the candidate with the resources of a larger pharmaceutical company as it advances through late-stage development. The transaction is expected to close in the third quarter of 2026.

Other companies, including Lundbeck Pharmaceuticals and OMass Therapeutics, are also developing potential CAH therapies, though their programs are at earlier stages of development.

NBIX’s Price Performance, Valuation & EstimatesShares of Neurocrine Biosciences have outperformed the industry year to date, as seen in the chart below.

Image Source: Zacks Investment Research

The company is currently trading at a premium to the industry. Based on the price-to-sales (P/S) ratio, the stock trades at 3.64 times forward 12-month sales, above the industry average of 2.04 times.

Image Source: Zacks Investment Research

Estimate revisions for Neurocrine Biosciences’ 2026 and 2027 EPS have been mixed over the past 30 days.

Image Source: Zacks Investment Research

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

A prolific hacking group has taken credit for last week’s cyberattack against U.S. pharmaceutical distribution giant McKesson, leading to the latest spill of highly sensitive health data by an American healthcare company in recent months.

McKesson confirmed Friday in a statement on its website that hackers broke into several of its cloud-hosted accounts earlier in the week and exfiltrated data, and that the company expected “intermittent service degradation” related to the incident. In a separate notice to customers, the company’s chief technology officer, Francisco Fraga, said the stolen data relates to its oncology & multispecialty and medical-surgical units.

The Texas-based company is one of the largest American distributors of pharmaceuticals, medicines, medical supplies, and technology to hospitals and healthcare providers across the United States, and as such handles a large amount of patient data.

The ShinyHunters hacking group — one of the most active data-extortion crews of the past two years — told TechCrunch that it hacked the company’s cloud environment by tricking several employees into granting the hackers’ access to McKesson’s network by using phishing and social engineering tricks, which the group is known for.

The hackers said they stole a range of personal information, such as names, addresses, and Social Security numbers, as well as protected health information, including diagnoses, medications, allergies, and patient notes. The hackers say they took millions of rows of patient data from the company’s cloud-hosted Snowflake and Salesforce environments, but that they are unsure of how many individuals are ultimately affected.

The stolen data also included McKesson employees’ information, such as home addresses.

ShinyHunters shared screenshots and a sample of the stolen data with TechCrunch, and we verified a small subset of it against public records.

Bleeping Computer, which first reported the link to the ShinyHunters hacking group, said the hackers demanded a $55 million ransom from the company in exchange for not publicly releasing the stolen files.

A spokesperson for McKesson did not respond to TechCrunch’s request for comment on Monday.

McKesson is the latest healthcare company or medical device maker to be targeted in a string of cyberattacks in recent months, as hackers aim to steal large amounts of sensitive medical and health data that they can use to extort the companies into paying a ransom to keep it from being published.

Last week, medical device maker Boston Scientific was hit by a cyberattack that knocked much of the company’s network offline. The cyberattack had a similar effect to an incident earlier this year at another medical device maker Stryker, in which hackers abused a company’s internal tools to remotely wipe thousands of employee devices. Abbott Laboratories and Medtronic have also experienced cyberattacks, while electronic patient records provider CareCloud and health tech company TriZetto had breaches affecting over 3 million patients each.

The ShinyHunters hackers have also taken credit for sizable data breaches at Amazon-owned OneMedical and dental insurance company DentaQuest following cyberattacks on their systems.

Lorenzo Franceschi-Bicchierai contributed reporting.

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Zack Whittaker is the security editor at TechCrunch. He also authors the weekly cybersecurity newsletter, this week in security.

He can be reached via encrypted message at zackwhittaker.1337 on Signal. You can also contact him by email, or to verify outreach, at [email protected].

Baird just handed two farm equipment stocks a rare double upgrade on the same morning, but the reasoning behind each call points to a very different bet on how the ag cycle turns.

Farm equipment stocks caught a bid Monday afternoon after Baird upgraded both Deere (NYSE:DE | DE Price Prediction) and AGCO (NYSE:AGCO) on North America row crop demand. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.5% to $765.91, which frames the ag machinery rally as a targeted rotation into agricultural equipment while the broader industrials bid stays absent. The upgrade note argues that a 2027 volume recovery is coming from a cyclical trough, and both stocks are rallying on that call.

Deere stock is up 4% to $653.78 in midday trading. Through Friday’s close, Deere stock was up 36% year to date, so today’s pop extends a run that had already priced in a healthier ag equipment setup.

Meanwhile, AGCO stock is rallying 4% to $118.11. AGCO stock was up 10% year to date, a much smaller advance that leaves more room for a recovery thesis to still get paid at these levels.

Baird’s Double Upgrade on North America Row Crop Demand Baird upgraded Deere to Outperform from Neutral and raised its price target to $800 from $640, calling Deere the “cleanest setup” in the sector given its high exposure to North America row crop equipment demand. That target sits well above the current sell-side consensus target of $665.35 and anchors the analyst’s view that a fiscal 2027 volume recovery arrives on schedule.

Additionally, Baird upgraded AGCO to Outperform from Neutral with a price target of $150, raised from $120, arguing that any North America volume recovery in 2027 should flow straight to AGCO’s bottom line from a low base. The reasoning centers on operating leverage, with no valuation rerating in the thesis, and the new target sits above the AGCO sell-side consensus of $122.47.

Fellow large-cap machinery name Caterpillar (NYSE:CAT) provides a natural comparison as another North America equipment bellwether, though its construction-heavy customer base sits well apart from Deere’s and AGCO’s row crop end market. That distinction is why a note anchored on row crop demand pulls the two ag names higher without lifting the broader machinery complex today.

Two Upgrades, Two Different Theses Deere’s setup rests on quality and direct exposure. Deere is the incumbent in North America high-horsepower row crop equipment, and Baird is arguing the recovery arrives on a stock the market has already awarded a premium multiple. Deere stock trades at a trailing P/E of 34.6x, which prices in a clean cycle turn.

AGCO’s setup rests on operating leverage. Any 2027 North America volume recovery converts to outsized bottom-line movement from a depressed earnings base, and AGCO stock trades at a trailing P/E of 15.34x. A lower base paired with a lower multiple is the mechanical reason the same catalyst can move both names on the same day.

The year-to-date returns show how the market has already separated the two names. Deere stock’s 36% run reflects investors paying for the North America row crop recovery ahead of time, while AGCO stock’s 10% run indicates the recovery has yet to be priced in at AGCO.

Bear Case for Both Names An $800 price target on Deere implies the North America row crop recovery arrives on schedule, and farm equipment demand ultimately turns on crop prices and farmer income. Deere’s premium valuation after a 36% year-to-date run offers little room to absorb a delayed recovery, particularly with the stock trading close to its 52-week high of $670.49.

AGCO carries an inverted risk profile. Its lower base leaves more cushion if the recovery slips, yet no earnings floor exists to defend on the way down if farm income disappoints. Investors can weigh Deere’s quality premium against AGCO’s operating leverage on the same recovery outcome.

What to Watch Traders can watch for whether Deere stock holds $650 as follow-on notes from other sell-side desks either extend or fade the move. Baird’s $800 target implies further upside that momentum traders may press if commodity headlines cooperate.

The next real data points sit outside the trading window. Farm income prints, crop price action, and early order program commentary from the manufacturers themselves carry more weight than a single upgrade note, and any recovery timing miss hits both names, just with different geometry between quality and operating leverage.

Contact [email protected] for any questions or corrections.

Key Takeaways SEIC hits a new 52-week high of $112.15, with revenues and client assets increasing in the first half of 2026.SEI Investments is benefiting from sales conversion, technology demand, and improving LSV asset flows.Premium valuation and elevated investment spending could limit upside if growth or market conditions weaken. SEI Investments Company (SEIC - Free Report) shares touched a new 52-week high of $112.15 during Friday’s trading session before closing at $111.63, slightly below the session's peak.

Over the past six months, shares of SEIC have jumped 35.6% compared with the industry's increase of 12%. Additionally, its close peers, Victory Capital Holdings, Inc. (VCTR - Free Report) and Blue Owl Capital (OWL - Free Report) , have gained 71.5% and 12.6%, respectively, over the same period.

6-Month Price Performance

Image Source: Zacks Investment Research

Does SEI Investments stock have more upside left after recently touching its 52-week high? Let us find out.

Factors Aiding SEIC’s StockBroad-Based Growth and Expanding Client Assets: SEI Investments has delivered sustained top-line growth through expanding client assets, outsourcing demand, strategic partnerships, and targeted acquisitions. Revenues witnessed a 6.4% CAGR from 2020 through 2025 and rose 14% year over year during the first half of 2026.

Investment Managers' revenues rose 16.02% year over year in the first half of 2026 as prior sales success converted into revenues, while Investment Advisors' revenues increased 27%, benefiting from higher market values and the Stratos contribution.

Total assets under management, advisement, and administration saw a 9.3% CAGR over the same period, with the metric touching $2.1 trillion as of June 30, 2026. SEIC is also expanding into private markets through strategic partnerships and capabilities across wealth and retirement channels. Management expects the movement of private assets into these channels to generate more than $100 million of annual run-rate revenues within five years. These initiatives are expected to diversify the company's revenue base, with the Zacks Consensus Estimate projecting sales growth of 12.59% for 2026 and 7.91% for 2027.

Sales Estimate

Image Source: Zacks Investment Research

Technology, Outsourcing and Sales Conversion Strength: Technology remains central to SEI Investments’ competitive position. Its Investment Processing platform delivers outsourced software and processing services through TRUST 3000 and SEI Wealth Platform. Revenues from these platforms witnessed a 7.3% CAGR over the five years ended 2025, with the growth continuing in the first half of 2026. Demand is being supported by financial institutions and investment managers seeking to modernize operations and redirect resources toward growth.

SEIC is strengthening its platform through Data Cloud, automation, AI, and professional services. Strong sales activity supports this strategy, with IMS generating $32 million of sales events in the second quarter, driven by new client wins and expanded relationships. Approximately three-quarters of IMS sales events were associated with alternative investment mandates, supporting continued revenue growth and operating leverage.

SEIC’s Sales Momentum Remains Strong

Image Source: SEI Investments Company

LSV Contribution and Improving Asset Flows: SEI Investments' partnership interest in LSV Asset Management continues to support earnings, with improved asset flows and market appreciation providing a more constructive backdrop. LSV’s earnings remain sensitive to market conditions and client flows, resulting in volatility in recent years. Earnings declined in 2022 and 2025 due to client outflows, market depreciation and client losses, but improved in 2021, 2023 and 2024 on market appreciation.

The second-quarter performance highlights an improving trend, with LSV generating approximately $2 billion of net inflows from a large new mandate and performance fees totaling approximately $17 million, of which $6.5 million was attributable to SEI Investments. LSV products continued to outperform relevant benchmarks, while the improved flow profile is likely to provide a more constructive backdrop for the company’s equity income contribution.

Strong Liquidity and Financial Flexibility: SEI Investments maintains ample liquidity relative to its debt obligations, with cash and cash equivalents of $395.7 million as of June 30, 2026, with approximately $29 million of long-term debt. Net cash provided by operating activities increased to $347.4 million in the first half of 2026 from $243 million a year earlier, providing flexibility to fund technology initiatives, product development, acquisitions and shareholder distributions while supporting multiple growth initiatives without relying heavily on leverage.

SEIC Maintains Strong Liquidity and Low Debt

Image Source: SEI Investments Company

Disciplined Capital Returns: SEI Investments continues to return capital to shareholders while funding growth initiatives, raising its semi-annual dividend by 6.1% in December 2025 following a 6.5% increase in December 2024. As of June 30, 2026, $383.1 million remained under its repurchase authorization. The company expects cash flow to support higher repurchase activity, driven by its low leverage and recurring revenue profile.

Concerns for SEI InvestmentsSEI Investments’ continued investments in technology, AI, automation, Data Cloud, SaaS expansion, product development and Stratos integration are supporting long-term growth but also increasing operating costs and execution risks. If revenue growth, sales conversion, or client demand slows, these elevated investments could pressure margins and profitability.

In addition, a meaningful portion of revenues remains sensitive to market values and client flows, while flat combined net flows in Advisors and Institutional highlight potential pressure from weaker markets or outflows. The growing adoption of lower-fee products, including ETFs and separately managed accounts, could further moderate fee growth and limit earnings growth.

SEIC’s Earnings Estimates and Valuation AnalysisAnalysts remain bullish on SEIC’s earnings growth prospects. The Zacks Consensus Estimate implies continued earnings growth through 2026 and 2027, with earnings projected to increase from $5.63 per share in 2025 to $6.20 in 2026 and $6.86 in 2027. This outlook reflects recurring earnings beats and stronger operating results, supported by sales conversion, margin gains, alternative-investment demand and contributions from Stratos and LSV.

Earnings Estimate

Image Source: Zacks Investment Research

In terms of its valuation, SEI Investments stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 16.82, compared with the industry average of 14.18. This indicates that SEIC is currently trading at a premium to its industry.

Price-to-Earnings F12M

Image Source: Zacks Investment Research

SEI Investments' premium valuation leaves less room for disappointment. This is particularly relevant as the investment case depends on continued pipeline conversion, margin discipline and growth from initiatives such as Stratos, AI-enabled automation, retail alternatives, and alternatives in retirement. Slower sales conversion, weaker asset values or lower-than-expected returns from these initiatives could narrow the valuation premium and limit upside potential.

SEI Investments trades at a premium to Blue Owl Capital and Victoria Capital. At present, Blue Owl Capital and Victoria Capital have a forward 12-month P/E of 12.62X and 14.97X, respectively.

Parting Thoughts on SEI InvestmentsSEI Investments’ strong asset growth, expanding outsourcing platform, technology investments, LSV contributions and growing private-markets exposure are expected to support long-term growth. Its strong balance sheet, disciplined capital returns and improving earnings outlook underscore financial flexibility and a shareholder-friendly approach. The company’s diversified growth initiatives also provide multiple avenues for sustained revenue and earnings expansion.

Though fee sensitivity, elevated investment spending and premium valuation remain near-term concerns, SEI Investments’ solid growth prospects, recurring revenues and strong financial position support a favorable long-term outlook.

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

Canada Pension Plan Investment Board trimmed its holdings in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 38.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,600 shares of the aerospace company’s stock after selling 17,803 shares during the quarter. Canada Pension Plan Investment Board’s holdings in Leidos were worth $2,945,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in LDOS. BlackRock Inc. bought a new stake in Leidos in the second quarter worth approximately $1,024,436,000. State Street Corp boosted its holdings in shares of Leidos by 3.7% during the 4th quarter. State Street Corp now owns 6,022,359 shares of the aerospace company’s stock worth $1,086,434,000 after buying an additional 217,141 shares in the last quarter. Diamant Asset Management Inc. boosted its holdings in shares of Leidos by 16,475.4% during the 1st quarter. Diamant Asset Management Inc. now owns 4,156,784 shares of the aerospace company’s stock worth $646,463,000 after buying an additional 4,131,706 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Leidos by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 3,538,488 shares of the aerospace company’s stock worth $636,097,000 after buying an additional 64,909 shares during the period. Finally, Dimensional Fund Advisors LP grew its position in shares of Leidos by 2.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,859,616 shares of the aerospace company’s stock worth $289,193,000 after buying an additional 47,542 shares during the period. Institutional investors own 76.12% of the company’s stock.

Insider Transactions at Leidos In related news, Director Noel B. Geer sold 10,000 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the completion of the sale, the director owned 34,274 shares in the company, valued at approximately $4,820,980.84. This represents a 22.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.77% of the company’s stock.

Leidos Price Performance Shares of NYSE LDOS opened at $140.59 on Monday. Leidos Holdings, Inc. has a fifty-two week low of $98.86 and a fifty-two week high of $205.77. The stock has a market cap of $17.64 billion, a price-to-earnings ratio of 13.11, a PEG ratio of 2.05 and a beta of 0.52. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.60 and a current ratio of 1.63. The firm’s 50-day simple moving average is $119.90 and its 200 day simple moving average is $139.03. Leidos (NYSE:LDOS – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $2.91 by $0.35. The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.44 billion. Leidos had a return on equity of 30.81% and a net margin of 7.80%.The company’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same period in the previous year, the company posted $3.21 EPS. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. As a group, research analysts anticipate that Leidos Holdings, Inc. will post 12.38 earnings per share for the current fiscal year.

Leidos announced that its board has initiated a stock buyback program on Friday, July 31st that permits the company to repurchase 20,000,000 shares. This repurchase authorization permits the aerospace company to buy shares of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Leidos Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be given a dividend of $0.43 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.72 annualized dividend and a dividend yield of 1.2%. Leidos’s payout ratio is presently 16.04%.

Wall Street Analysts Forecast Growth LDOS has been the subject of several research analyst reports. Royal Bank Of Canada lowered their price objective on shares of Leidos from $180.00 to $170.00 and set an “outperform” rating for the company in a research note on Wednesday, August 5th. BNP Paribas Exane raised their price target on shares of Leidos from $165.00 to $175.00 and gave the stock an “outperform” rating in a report on Wednesday, August 5th. Wells Fargo & Company set a $165.00 price target on shares of Leidos in a research note on Monday, August 17th. TD Cowen upped their price objective on shares of Leidos from $115.00 to $135.00 and gave the company a “hold” rating in a report on Friday, August 7th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Leidos from $210.00 to $160.00 and set an “overweight” rating on the stock in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Leidos currently has a consensus rating of “Hold” and an average target price of $162.93.

Check Out Our Latest Analysis on Leidos

Leidos Company Profile (Free Report)

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos’ work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.

See Also Five stocks we like better than Leidos Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

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Key Takeaways Cadence generated $582 million in second-quarter free cash flow and repurchased $200 million of shares.Cadence expects $2 billion in 2026 operating cash flow and plans to use about 50% of FCF for buybacks.Cadence is investing in AI, M&A and go-to-market capabilities while remaining an asset-light business. Cadence Design Systems (CDNS - Free Report) appears well-positioned to balance growth investments with shareholder returns, buoyed by strong cash flow generation.

In the second quarter of 2026, Cadence generated an operating cash flow of $635 million compared with the prior quarter’s $356 million. Free cash flow was $582 million compared with $307 million in the previous quarter. As of June 30, 2026, cash and cash equivalents stood at $1.44 billion while long-term debt was $2.482 billion.

The company repurchased its shares worth $200 million in the second quarter. For 2026, operating cash flow is expected to be $2 billion compared with $1.875 billion to $1.975 billion projected earlier. The company expects to utilize roughly 50% of its free cash flow to repurchase shares in 2026.

The key question is whether this level of cash generation can remain sufficient as Cadence steps up spending on strategic opportunities.

These investments are aimed at strengthening the company’s technology portfolio and go-to-market capabilities. The company also does not expect Agentic AI to require a massive increase in capital intensity. Cadence remains an asset-light business.

Cadence expects acquisition profitability and IP profitability to improve as it moves into 2027. The company also pursues strategic M&A to supplement organic growth. In February 2026, Cadence acquired the Design & Engineering division of Hexagon AB, including its MSC Software business, in a deal worth €2.7 billion. The buyout will extend its presence in the multi-billion-dollar structural analysis market.

Cadence is a well-known name in the electronic system design space. The company is witnessing broad-based demand for its solutions, especially the AI-driven portfolio, amid increasing design complexity.  Given strong demand trends, management raised 2026 revenue guidance to $6.26-$6.34 billion from $6.125-$6.225 billion previously. It also continues to expect roughly 80% recurring revenue.

Nonetheless, volatile global macroeconomic conditions and substantial exposure to the semiconductor vertical are concerning for CDNS. Stiff competition from players such as Synopsys (SNPS - Free Report) and Keysight Technologies (KEYS - Free Report) remains concerning.

Mapping the Competitive TerrainSynopsys is one of the closest competitors for CDNS in the EDA space. The company generated $746 million in third-quarter free cash flow. SNPS raised its cash flow from operations guidance to approximately $2.8 billion (up $500 million) on strong cash collections while reducing capex guidance to $225 million. This will result in free cash flow of roughly $2.6 billion, an increase of $600 million compared with the previous guidance. The company did not repurchase shares in the third quarter of fiscal 2026.  

Synopsys ended the third quarter with $3.6 billion in cash and short-term investments.

Keysight Technologies is a provider of electronic design and test instrumentation systems. In the third quarter of fiscal 2026, Keysight Technologies generated $403 million in free cash flow and repurchased $210 million of shares, taking year-to-date buybacks to $517 million. As of July 31, 2026, the company had $2.61 billion in cash and cash equivalents and $1.82 billion of long-term debt. The company is simultaneously investing ahead of opportunities in AI infrastructure, 6G and advanced semiconductors.

For the fourth quarter of fiscal 2026, Keysight Technologies expects revenues in the range of $1.93-$1.95 billion.

CDNS Price Performance, Valuation and EstimatesShares of CDNS have edged up 1.3% in the past month compared with the Computer Software industry’s growth of 6.4%.

Image Source: Zacks Investment Research

CDNS trades at a forward 12-month price-to-earnings (P/E) ratio of 37.9X, below the industry’s 24.02X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CDNS’ earnings for 2026 has been revised upward over the past 60 days.

Image Source: Zacks Investment Research

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

It hasn't been an easy year for the luxury apparel company Lululemon (LULU +0.88%). The stock is down nearly 42% this year, largely due to weakness in North American sales and management's trimming of full-year guidance earlier this year.

The stock now trades at a cheap 11 times forward earnings. But just because a stock looks cheap, that doesn't mean it can't get cheaper, especially in the near term when sentiment is poor.

The company faces a critical earnings report on Thursday, Sept. 3, when it reports its 2026 fiscal year second-quarter earnings results after the market closes. Management will also host a live conference call with analysts.

While it's incredibly difficult to predict how a stock will move in response to a near-term event, Lululemon's next earnings report could send the stock plummeting. Here's why.

Image source: The Motley Fool.

Management could cut guidance againIn the first quarter, Lululemon slashed its full-year guidance, reducing annual revenue growth projections from 2% to 4% to flat or down 1%.

Management attributed the declining guidance to negative press, which hurt sales in the U.S. and China.

In June, Lululemon issued a public apology after a promotional event on the Great Wall of China, where it accidentally used a Japanese instrument while intending to promote Chinese culture.

There has also been a perception that the brand is not innovating enough and that its clothing line is stale.

Since then, analysts have speculated whether the company may have to take down guidance again, given that the guidance still implies improvement in the back half of the year relative to second-quarter trends.

There's been more concern since Dick's Sporting Goods recently reported earnings and lowered guidance due to sectorwide challenges, noting that it increased promotions amid competition.

Dick's doesn't carry Lulu apparel, but that doesn't mean it can't be indicative of broader industry trends.

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Last week, Goldman Sachs analyst Brooke Roach reiterated a neutral rating on the stock and lowered its price target by $11 to $111 per share.

Roach noted persistent pressure on demand, weak consumer sentiment, increased promotions, and potential slowing growth in China.

Why the stock could plummetObviously, if management lowers guidance again, investors will lose a lot of confidence in the stock in the near term, meaning the company will need to show tangible progress in reversing revenue and earnings trends.

However, as I'd like to reiterate from above, predicting a stock's movement based on a near-term event is extremely difficult.

It's possible that sentiment is already so poor that even a bad earnings report that comes in just a little better than expected is enough to rejuvenate investor interest.

Lululemon still has a decent long-term investment case. The company has built a loyal customer base, as demonstrated by gross margins above 54% in its latest quarter.

Yes, that's down from over 58% a year ago, but still very strong overall. Lulu also has a new CEO starting on Sept. 8. Improved industrywide sentiment and some newer product lines that excite customers could turn the stock around.

But in the near term, it's hard for me to view the stock favorably heading into earnings, given industrywide trends and the company's recent struggles.

Canada Pension Plan Investment Board acquired a new position in Envista Holdings Corporation (NYSE:NVST – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 191,353 shares of the company’s stock, valued at approximately $5,042,000. Canada Pension Plan Investment Board owned about 0.12% of Envista at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. GSA Capital Partners LLP bought a new position in Envista in the second quarter valued at $2,039,000. Pzena Investment Management LLC bought a new stake in Envista during the second quarter worth about $30,494,000. Dimensional Fund Advisors LP boosted its holdings in shares of Envista by 1.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 9,780,948 shares of the company’s stock worth $248,130,000 after purchasing an additional 152,488 shares in the last quarter. SummitTX Capital L.P. purchased a new stake in Envista in the first quarter worth approximately $4,268,000. Finally, Principal Financial Group Inc. boosted its stake in shares of Envista by 36.8% in the 1st quarter. Principal Financial Group Inc. now owns 483,983 shares of the company’s stock valued at $12,279,000 after purchasing an additional 130,237 shares in the last quarter.

Wall Street Analysts Forecast Growth A number of brokerages have issued reports on NVST. JPMorgan Chase & Co. raised their price target on shares of Envista from $26.00 to $29.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Weiss Ratings raised Envista from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 6th. Zacks Research raised shares of Envista from a “hold” rating to a “strong-buy” rating in a research note on Friday, August 7th. Wall Street Zen raised Envista from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 22nd. Finally, Morgan Stanley set a $23.00 target price on shares of Envista in a research note on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $29.31.

Check Out Our Latest Stock Analysis on NVST Envista Stock Performance NYSE NVST opened at $27.15 on Monday. Envista Holdings Corporation has a twelve month low of $18.77 and a twelve month high of $30.42. The business has a 50-day moving average price of $27.12 and a 200-day moving average price of $26.35. The company has a quick ratio of 2.07, a current ratio of 2.43 and a debt-to-equity ratio of 0.47. The firm has a market cap of $4.36 billion, a price-to-earnings ratio of 46.81, a price-to-earnings-growth ratio of 1.29 and a beta of 0.86.

Envista (NYSE:NVST – Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $0.41 earnings per share for the quarter, topping analysts’ consensus estimates of $0.34 by $0.07. The firm had revenue of $730.50 million during the quarter, compared to analyst estimates of $716.11 million. Envista had a net margin of 3.33% and a return on equity of 7.88%. Envista’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.26 earnings per share. Envista has set its FY 2026 guidance at 1.500-1.550 EPS. As a group, equities research analysts predict that Envista Holdings Corporation will post 1.53 EPS for the current fiscal year.

Insider Activity at Envista In related news, SVP Mischa Reis sold 8,000 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $27.50, for a total value of $220,000.00. Following the completion of the transaction, the senior vice president directly owned 27,321 shares of the company’s stock, valued at approximately $751,327.50. This trade represents a 22.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.99% of the company’s stock.

About Envista (Free Report)

Envista Holdings Corporation is a global dental products company that develops, manufactures and markets a broad portfolio of dental consumables, equipment and technology solutions. Headquartered in Brea, California, Envista serves dental practitioners, specialists and laboratories in more than 150 countries. The company’s offerings span implant, orthodontic, endodontic and restorative product lines as well as digital imaging systems and practice management software.

Envista’s product brands include Nobel Biocare for dental implants and restorative solutions, Ormco for orthodontic appliances and treatment systems, Kerr for restorative and endodontic materials, KaVo for dental imaging and handpieces, and Vista for surgical drills and instruments.

See Also Five stocks we like better than Envista Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding NVST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Envista Holdings Corporation (NYSE:NVST – Free Report).

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Key Takeaways BOOT's work boots delivered high-single-digit comparable sales growth, its strongest pace in several years.Both Pull-On and Lace-Up styles grew, supported by new third-party brands and deeper product investments.Work apparel reached high-single-digit growth in July, with gains spanning both FR and non-FR products. Boot Barn Holdings, Inc. (BOOT - Free Report) reported continued acceleration in its work business following efforts to reinvigorate the category last year. The company improved in-store merchandising, increased its marketing focus on the work business and invested in key third-party brands to strengthen its assortment for work customers. Management cited these initiatives as part of the progress seen in the category.

The work boots business delivered high-single-digit comparable sales growth in the first quarter of fiscal 2027. This marked the fifth consecutive quarter of growth for the category and represented its strongest growth in the past few years. The performance also reflected the continued acceleration management has seen in the work business.

Management said that the high-single-digit growth in work boots was supported by both Pull-On and Lace-Up styles. Lace-Up boots performed more strongly, but growth was not limited to a single product type. Management also noted that the category's performance was not being driven by oil-related demand. New third-party brands and a broader assortment of successful products from existing third-party brands also supported the category.

The work apparel business continued to show improving momentum, with comparable sales strengthening over the last couple of quarters and reaching high-single-digit growth in July. Performance included both Flame Resistant (FR) and non-FR products, which management described as appearing broad-based across the work apparel assortment rather than being driven by a single product category.

Overall, Boot Barn's work category continued to demonstrate positive momentum, supported by changes to merchandising, marketing and product assortment, as well as resilient demand from its needs-based customers. Management also said it expects the strength in its third-party work boots business to continue, although the transcript does not provide a specific forecast for the future growth rate of the overall work category.

Zacks Rundown for BOOTBoot Barn’s shares have lost 8.8% in the past three months compared with the industry’s decline of 6.2%.

Image Source: Zacks Investment Research

From a valuation standpoint, Boot Barn trades at a forward price-to-earnings ratio of 16.29, higher than the industry’s average of 13.20. BOOT presently carries a Zacks Rank #2 (Buy).

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for BOOT’s current and next fiscal-year earnings implies year-over-year rallies of 22.6% and 10.5%, respectively.

Image Source: Zacks Investment Research

Other Stocks to ConsiderSome other top-ranked stocks have been discussed below:

Victoria’s Secret & Co. (VSXY - Free Report) operates as a specialty retailer of women's intimate apparel and other apparel and beauty products worldwide. At present, VSXY sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for VSXY’s current fiscal-year sales and earnings implies growth of 9.2% and 57%, respectively, from the year-ago figures. VSXY has delivered a trailing four-quarter earnings surprise of 81.9%, on average.

FIGS, Inc. (FIGS - Free Report) operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally. At present, FIGS carries a Zacks Rank of 2.

The Zacks Consensus Estimate for FIGS’s current fiscal-year sales and earnings implies growth of 18.2% and 89.5%, respectively, from the year-ago figures. FIGS has delivered a trailing four-quarter earnings surprise of 201.8%, on average.

Fossil Group, Inc. (FOSL - Free Report) designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. At present, FOSL carries a Zacks Rank of 2.

The Zacks Consensus Estimate for FOSL’s current fiscal-year sales indicates a decline of 4%, while the same for earnings indicates growth of 96.7% from the year-ago figures. FOSL delivered a trailing four-quarter negative earnings surprise of 236.2%, on average.

Corient Private Wealth LP acquired a new stake in Glaukos Corporation (NYSE:GKOS – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 57,048 shares of the medical instruments supplier’s stock, valued at approximately $7,973,000. Corient Private Wealth LP owned approximately 0.10% of Glaukos at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Allworth Financial LP bought a new position in shares of Glaukos during the 2nd quarter valued at $28,000. Los Angeles Capital Management LLC purchased a new stake in Glaukos in the 4th quarter worth approximately $28,000. Larson Financial Group LLC raised its position in shares of Glaukos by 62.0% during the 4th quarter. Larson Financial Group LLC now owns 345 shares of the medical instruments supplier’s stock valued at $39,000 after purchasing an additional 132 shares during the period. Parallel Advisors LLC raised its holdings in Glaukos by 159.2% during the first quarter. Parallel Advisors LLC now owns 368 shares of the medical instruments supplier’s stock valued at $40,000 after acquiring an additional 226 shares during the period. Finally, Farther Finance Advisors LLC grew its position in shares of Glaukos by 111.4% during the fourth quarter. Farther Finance Advisors LLC now owns 408 shares of the medical instruments supplier’s stock worth $46,000 after purchasing an additional 215 shares in the last quarter. 99.04% of the stock is currently owned by hedge funds and other institutional investors.

Glaukos Price Performance Glaukos stock opened at $179.95 on Monday. The company has a debt-to-equity ratio of 0.10, a current ratio of 5.04 and a quick ratio of 4.46. The stock has a market cap of $10.61 billion, a price-to-earnings ratio of -55.37 and a beta of 0.78. The firm has a 50-day moving average of $162.64 and a two-hundred day moving average of $134.10. Glaukos Corporation has a 1 year low of $73.16 and a 1 year high of $191.62.

Glaukos (NYSE:GKOS – Get Free Report) last issued its earnings results on Wednesday, July 29th. The medical instruments supplier reported ($0.14) EPS for the quarter, topping analysts’ consensus estimates of ($0.21) by $0.07. Glaukos had a negative net margin of 30.68% and a negative return on equity of 6.37%. The business had revenue of $185.61 million for the quarter, compared to analyst estimates of $150.93 million. During the same period last year, the company posted ($0.24) earnings per share. The company’s quarterly revenue was up 49.6% compared to the same quarter last year. On average, research analysts forecast that Glaukos Corporation will post -0.32 earnings per share for the current year. Wall Street Analyst Weigh In Several analysts recently issued reports on GKOS shares. Truist Financial lifted their target price on Glaukos from $180.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Needham & Company LLC upped their price target on Glaukos from $150.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Wells Fargo & Company increased their price objective on shares of Glaukos from $138.00 to $178.00 and gave the company an “overweight” rating in a report on Thursday, July 30th. BTIG Research lifted their price objective on shares of Glaukos from $193.00 to $202.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. Finally, Wall Street Zen raised shares of Glaukos from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Twelve equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $178.08.

View Our Latest Analysis on Glaukos

Insider Transactions at Glaukos In related news, COO Joseph E. Gilliam sold 60,000 shares of the stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $179.74, for a total value of $10,784,400.00. Following the transaction, the chief operating officer owned 72,588 shares of the company’s stock, valued at $13,046,967.12. This represents a 45.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Leana Wen sold 525 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $167.63, for a total value of $88,005.75. Following the transaction, the director owned 21,092 shares in the company, valued at $3,535,651.96. The trade was a 2.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 113,025 shares of company stock worth $19,600,006 in the last ninety days. 5.90% of the stock is owned by company insiders.

About Glaukos (Free Report)

Glaukos Corporation is a medical technology company specializing in the development, manufacturing and commercialization of innovative therapies for patients with glaucoma and other chronic eye diseases. The company’s core offerings focus on micro-invasive glaucoma surgery (MIGS), designed to reduce intraocular pressure and manage glaucoma more safely and effectively than traditional surgical approaches. Glaukos’s flagship products include the iStent, iStent inject and iStent infinite trabecular micro-bypass stents, which are implanted during cataract surgery to improve aqueous outflow and help control eye pressure.

Beyond its MIGS portfolio, Glaukos has expanded into sustained drug-delivery solutions.

Recommended Stories Five stocks we like better than Glaukos Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding GKOS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Glaukos Corporation (NYSE:GKOS – Free Report).

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MongoDB Inc (NASDAQ:MDB) heads into its second-quarter earnings report Tuesday with investors watching for signs that red-hot demand from AI-native customers is starting to show up in the numbers.

The compay’s cloud-hosted Atlas segment is on track for a fifth straight quarter of 29-30% growth, analysts at UBS noted.

UBS said MongoDB guided to 26% Atlas growth for the quarter, implying $41 million in sequential dollar adds compared with $43 million a year earlier, a guide the firm called conservative.

Based on beats of roughly 1.5 and 2.5 percentage points in the prior two quarters, UBS said many investors expect a similar beat, landing Atlas growth in the 29-30% range. The firm is modeling total revenue growth of 28%, a 3-point beat, with non-Atlas revenue guided to 20% growth on the timing of multi-year deal renewals.

Looking ahead to the following quarter, UBS said Atlas would need $40-45 million in sequential dollar adds to sustain a sixth straight quarter of 29-30% growth, up from $31 million a year earlier. The firm expects MongoDB to guide conservatively at around 25% before a typical beat lands growth back near 29%. UBS models full-year revenue growth of 24%, above MongoDB's own 20% guidance and ahead of what it sees as consensus expectations near 22%.

MongoDB raised its full-year operating income guidance by $26 million, above its first-quarter beat, implying an operating margin of 20%, up 150 basis points year over year. UBS said further margin upside looks less likely this year as the company continues investing in AI product capabilities, go-to-market headcount, and expansion in Japan and the US federal vertical.

UBS also pointed to MongoDB's growing ties with AI-native companies, including references to Anthropic and signals suggesting OpenAI as a customer, alongside smaller AI-native names such as Factory, Fireworks, ElevenLabs and Mercor. Still, the firm said it remains unclear how large these relationships are, noting customer checks showed stable spending growth but no clear evidence yet of material AI-driven demand for MongoDB specifically.

Key Takeaways Fluence Energy expects $400 million in project deliveries to shift into fiscal 2027 amid production delays. Fiscal 2026 revenue guidance falls to $2.9-$3.1 billion from $3.2-$3.6 billion as deliveries are delayed. Adjusted EBITDA view falls to negative $30M to positive $10M, mainly due to lower revenues. Fluence Energy (FLNC - Free Report) , a provider of battery energy storage systems, software and services for renewable and grid applications. Is a key member of the Zacks Alternate Energy - Other industry.

The company is being plagued by delays with respect to project deliveries. Fluence Energy expects that $400 million in project deliveries will be delayed into fiscal 2027 due to production issues at a new international contract manufacturing facility and construction-related delays that affected the completion and start-up of a new U.S. contract manufacturing facility. As a result, revenues for fiscal 2026 are now expected in the band of $2.9-$3.1 billion compared with the prior guided range of $3.2 billion to $3.6 billion.

Adjusted EBITDA is now expected in the range of negative $30 million to positive $10 million, previously anticipated in the band of $40-$60 million. This reduction reflects the downbeat revenue outlook and an approximately $15 million upfront cost associated with a planned agreement for long-term international battery supply.

Delays in project deliveries could weaken Fluence Energy’s near-term revenue growth, as reflected by the reduced guidance, by postponing milestone-based revenue recognition and customer payments. Such delays may also increase labor, logistics and storage costs, pressure margins and extend the cash-conversion cycle, particularly if the company must absorb cost overruns or pay contractual penalties. Persistent execution issues may make it harder to secure new contracts. Together, these factors could create earnings volatility and constrain the company’s ability to convert its project backlog into profitable growth.

Taking a Look at Other Players Facing Similar HeadwindsProject delivery delays may hurt Stem (STEM - Free Report) , a global leader in clean energy software and services, by postponing hardware sales and the activation of recurring software and services contracts tied to operating assets.

Delays may also raise procurement and installation costs, weaken cash collection and reduce near-term revenue visibility. Stem incurred $1 million of excess supplier costs in 2024 because of production delays, illustrating how execution setbacks can directly pressure profitability. Extended delays could also frustrate customers and weaken Stem’s ability to convert bookings into operating assets and recurring revenues.

Energy Vault Holdings’ (NRGV - Free Report) results are highly sensitive to the timing of equipment deliveries, construction, permitting and grid interconnections because revenues and margins are recognized as project milestones are completed. Delivery delays can shift Energy Vault’s revenues between periods, postpone cash receipts and recurring income from company-owned assets, and create construction cost overruns. The delays atEnergy Vault are likely to cause quarterly results to fluctuate significantly and delay the conversion of backlog into revenues, making its growth and profitability trajectory less predictable.

FLNC’s Share Price Performance, Valuation and EstimatesShares of FLNC have declined in double digits (% wise) over the past six months. Consequently, FLNC’s shares underperformed its industry over the same time frame.

6-Month Price Comparison
Image Source: Zacks Investment Research

From a valuation standpoint, FLNC trades at a 12-month forward price-to-sales of 0.49X. FLNC trades at a discount compared with its industry.

Image Source: Zacks Investment Research

See how the Zacks Consensus Estimate for FLNC’s earnings has been revised over the past 90 days.

Image Source: Zacks Investment Research

FLNC’s Zacks RankFLNC currently carries a Zacks Rank #5 (Strong Sell).

There's a fundamental disconnect between what the general public thinks of cannabis multi-state operator (MSO) Green Thumb Industries (GTBIF +1.55%) and what analysts think of it.

Shares of the Chicago-based company have fallen more than 5% so far this year, but analysts remain overwhelmingly bullish on it, maintaining an average price target of around $16, implying more than 100% upside.

There are good reasons for that enthusiasm. Here are three reasons why analysts are bullish on the stock.

It has strong fundamentals and operational catalysts Unlike many peers reliant on dilutive financing to stay afloat, Green Thumb generates positive net income per generally accepted accounting principles (GAAP) and solid free cash flow. Second-quarter revenue reached $307 million, up 4.6%, year over year, providing the company with a clean, liquid balance sheet to navigate market downturns. Net income was $4.9 million, compared to a loss of $645,000 in the same quarter a year ago.

The company has only $283 million in total debt, while it has $283.6 million in cash and cash equivalents.

On the negative side, earnings per share (EPS) were $0.02, up only slightly from a $0.01 loss in the same period a year ago and down from the $0.07 it reported in the first quarter.

The stock trades at less than 14 times trailing earnings. Capitalizing on what management sees as a heavily undervalued stock, Green Thumb has aggressively repurchased millions of shares, including 7.9 million shares in the quarter. This reduces total share count and boosts per-share earnings growth. Through Sept. 22, the company said it has the authority to buy back an additional $62.3 million worth of company stock.

Green Thumb has its RISE stores in 14 states and is expanding its retail store count in key medical and adult-use growth states, such as Florida and Nevada, as well as prospective adult-use markets, including Virginia and Texas.

The company operates one of Virginia's five vertically integrated pharmaceutical processor licenses through its RISE dispensaries. That gives it a head start once adult-use sales begin in the state. In Texas, which has more than 31 million people, only low-dose THC cannabis oil is available for approved medical use, and low-THC hemp products are allowed for recreational use. State authorities granted Green Thumb a vertically integrated medical cannabis permit. That allows the company to cultivate, process, and directly dispense low-THC medical cannabis to qualified patients.

Additionally, its entry into regulated hemp-derived THC beverages, landing shelf space in mainstream retailers in 18 states, opens up broader consumer channels.

Image source: Getty Images.

Its unique brands drive revenue beyond its RISE stores Rather than relying solely on foot traffic at its more than 120 RISE dispensary locations, Green Thumb builds distinct consumer brands targeted at specific demographics and distributes them nationwide through wholesale channels.

Its consumer packaged goods span various entry points in the cannabis market. Its &Shine brand offers accessible, mid-tier vape cartridges and concentrates aimed at value-seeking daily consumers. At the top, Rythm is Green Thumb's premium brand, appealing to connoisseurs and frequent cannabis consumers looking for high-potency, strain-specific profiles.

Green Thumb sells its branded products directly to thousands of third-party dispensaries across the states where it holds cultivation and processing licenses. Independent retail owners buy Rythm flower or Incredibles gummies wholesale to supply their own shelves.

In the second quarter, its consumer packaged goods gross revenue grew 3.7% year over year, mainly because of the launch of adult-use sales in Minnesota and continued growth in existing markets, especially in New Jersey and Ohio, the company said.

Green Thumb runs more than 20 state-of-the-art production and processing facilities. Because cultivation scale reduces unit production costs, it can achieve high profit margins when selling bulk packaged goods to third-party retailers.

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7.74

It stands to benefit more than others from rescheduling Reclassifying marijuana from Schedule I to Schedule III would significantly ease tax burdens on cannabis retailers, allowing them to deduct standard business expenses like rent. It would eliminate the 280E tax burden, unlocking tens of millions of dollars in net cash flow. The U.S. Drug Enforcement Administration (DEA) recently concluded hearings on the rescheduling, but a final decision remains pending.

Once Section 280E tax penalties are eliminated, Green Thumb, as a larger MSO, stands to retain more operating cash flow. Its recent decisions, including filing DEA registration applications for its medical facilities and its growing share buyback program, show that the company is confident in its long-term strategy.

Betting on an industry leader Cannabis sales are growing across the country, with more states allowing adult-use and medical-use sales. Not every cannabis company will last long enough to benefit, but Green Thumb, because of its size and stable finances, is positioned to ride the growing trend.

Cannabis stocks have been a roller-coaster ride for a while, but if you're looking for long-term potential, it makes sense to invest in an industry leader with a strong national presence such as Green Thumb Industries.

Canada Pension Plan Investment Board purchased a new stake in Avery Dennison Corporation (NYSE:AVY – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 38,700 shares of the industrial products company’s stock, valued at approximately $6,283,000. Canada Pension Plan Investment Board owned approximately 0.05% of Avery Dennison as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of AVY. Coldstream Capital Management Inc. boosted its position in Avery Dennison by 2.6% during the fourth quarter. Coldstream Capital Management Inc. now owns 2,163 shares of the industrial products company’s stock worth $393,000 after purchasing an additional 54 shares in the last quarter. Huntington National Bank increased its position in shares of Avery Dennison by 3.2% in the fourth quarter. Huntington National Bank now owns 1,832 shares of the industrial products company’s stock valued at $333,000 after buying an additional 56 shares in the last quarter. Resources Management Corp CT ADV raised its stake in shares of Avery Dennison by 0.8% during the 2nd quarter. Resources Management Corp CT ADV now owns 7,800 shares of the industrial products company’s stock worth $1,369,000 after buying an additional 62 shares during the period. Rothschild Investment LLC lifted its position in shares of Avery Dennison by 22.9% during the 4th quarter. Rothschild Investment LLC now owns 387 shares of the industrial products company’s stock valued at $70,000 after buying an additional 72 shares in the last quarter. Finally, Root Financial Partners LLC lifted its position in shares of Avery Dennison by 60.8% during the 4th quarter. Root Financial Partners LLC now owns 193 shares of the industrial products company’s stock valued at $35,000 after buying an additional 73 shares in the last quarter. Institutional investors and hedge funds own 94.17% of the company’s stock.

Analyst Upgrades and Downgrades Several equities research analysts recently commented on the stock. Wall Street Zen raised shares of Avery Dennison from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Bank of America reiterated a “buy” rating on shares of Avery Dennison in a research report on Friday, August 14th. Truist Financial reduced their price target on shares of Avery Dennison from $221.00 to $209.00 and set a “buy” rating for the company in a research report on Wednesday, July 15th. Weiss Ratings raised shares of Avery Dennison from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, August 11th. Finally, Citigroup lifted their price objective on Avery Dennison from $184.00 to $186.00 and gave the stock a “neutral” rating in a report on Friday, July 31st. Seven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $201.22.

Get Our Latest Research Report on Avery Dennison Avery Dennison Trading Down 0.0% Shares of AVY stock opened at $177.71 on Monday. Avery Dennison Corporation has a fifty-two week low of $152.42 and a fifty-two week high of $199.54. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.79 and a current ratio of 1.13. The stock’s fifty day moving average is $168.88 and its two-hundred day moving average is $169.84. The firm has a market capitalization of $13.47 billion, a P/E ratio of 19.46, a PEG ratio of 2.27 and a beta of 0.81.

Avery Dennison (NYSE:AVY – Get Free Report) last released its earnings results on Thursday, July 30th. The industrial products company reported $2.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.42. The business had revenue of $2.46 billion during the quarter, compared to analyst estimates of $2.30 billion. Avery Dennison had a net margin of 7.62% and a return on equity of 34.60%. The company’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.42 earnings per share. Avery Dennison has set its Q3 2026 guidance at 10.000-10.300 EPS. Research analysts expect that Avery Dennison Corporation will post 10.15 earnings per share for the current fiscal year.

Avery Dennison Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Shareholders of record on Wednesday, September 2nd will be issued a $1.00 dividend. The ex-dividend date is Wednesday, September 2nd. This represents a $4.00 dividend on an annualized basis and a yield of 2.3%. Avery Dennison’s dividend payout ratio is presently 43.81%.

Insider Buying and Selling In other Avery Dennison news, SVP Ignacio J. Walker sold 1,742 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $171.61, for a total value of $298,944.62. Following the transaction, the senior vice president directly owned 7,585 shares of the company’s stock, valued at $1,301,661.85. This trade represents a 18.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.81% of the company’s stock.

Avery Dennison Profile (Free Report)

Avery Dennison (NYSE:AVY) is a global materials science and manufacturing company specializing in labeling and packaging solutions. The company develops pressure-sensitive materials, tags and labels, and adhesive technologies that help brands and businesses enhance product identification, branding and supply-chain performance. Avery Dennison’s offerings range from industrial and retail labeling to high-performance tapes, films and graphics materials used across multiple end markets.

The company operates through several key segments, including Label and Graphic Materials, which supplies pressure-sensitive materials for consumer goods; Retail Branding and Information Solutions, offering apparel tags, RFID inlays and digital product identification; Pressure-Sensitive Materials, providing specialty tapes and adhesives; and RF Technologies, focused on advanced RFID and IoT labeling solutions.

Featured Stories Five stocks we like better than Avery Dennison Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against? Want to see what other hedge funds are holding AVY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Avery Dennison Corporation (NYSE:AVY – Free Report).

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Canada Pension Plan Investment Board purchased a new stake in Landstar System, Inc. (NASDAQ:LSTR – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 15,000 shares of the transportation company’s stock, valued at approximately $3,102,000.

A number of other institutional investors and hedge funds have also modified their holdings of LSTR. Legal & General Group Plc bought a new stake in shares of Landstar System during the 2nd quarter worth $10,522,000. The Manufacturers Life Insurance Company bought a new position in Landstar System in the 2nd quarter worth $4,854,000. Cibc World Market Inc. acquired a new position in Landstar System during the 2nd quarter worth $3,225,000. Sanctuary Advisors LLC acquired a new position in Landstar System during the 2nd quarter worth $1,412,000. Finally, Twin Tree Management LP bought a new stake in Landstar System during the second quarter valued at about $121,000. 97.95% of the stock is currently owned by institutional investors and hedge funds.

Landstar System Price Performance Shares of LSTR opened at $180.03 on Monday. The company has a 50-day simple moving average of $195.27 and a 200-day simple moving average of $182.05. The firm has a market capitalization of $6.11 billion, a P/E ratio of 46.64 and a beta of 0.90. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.82 and a current ratio of 1.82. Landstar System, Inc. has a 52 week low of $119.32 and a 52 week high of $228.46.

Landstar System (NASDAQ:LSTR – Get Free Report) last released its earnings results on Tuesday, July 28th. The transportation company reported $1.44 earnings per share for the quarter, missing the consensus estimate of $1.49 by ($0.05). Landstar System had a net margin of 2.64% and a return on equity of 20.84%. The company had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.34 billion. During the same quarter in the previous year, the business posted $1.20 EPS. The firm’s quarterly revenue was up 18.2% on a year-over-year basis. On average, equities research analysts expect that Landstar System, Inc. will post 5.84 earnings per share for the current year. Landstar System Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 9th. Stockholders of record on Tuesday, August 18th will be issued a dividend of $0.44 per share. This represents a $1.76 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Tuesday, August 18th. This is a boost from Landstar System’s previous quarterly dividend of $0.40. Landstar System’s payout ratio is 45.60%.

Insider Activity at Landstar System In related news, Director Diana M. Murphy sold 11,246 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $221.28, for a total value of $2,488,514.88. Following the completion of the transaction, the director directly owned 18,853 shares of the company’s stock, valued at $4,171,791.84. This trade represents a 37.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO James P. Todd sold 1,200 shares of Landstar System stock in a transaction on Monday, June 15th. The stock was sold at an average price of $218.17, for a total transaction of $261,804.00. Following the sale, the chief financial officer owned 15,122 shares in the company, valued at $3,299,166.74. This represents a 7.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades Several equities research analysts have recently issued reports on the company. Zacks Research raised Landstar System from a “hold” rating to a “strong-buy” rating in a research report on Monday, August 3rd. Truist Financial increased their target price on Landstar System from $190.00 to $205.00 and gave the company a “hold” rating in a research note on Wednesday, July 15th. Morgan Stanley reaffirmed an “underweight” rating and issued a $145.00 target price on shares of Landstar System in a report on Monday, July 6th. JPMorgan Chase & Co. lifted their price target on Landstar System from $198.00 to $204.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. Finally, Susquehanna lifted their price target on Landstar System from $195.00 to $230.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $196.00.

Get Our Latest Analysis on LSTR

(Free Report)

Landstar System, Inc provides integrated transportation management solutions through a network of independent agents and third-party capacity providers. The company specializes in truckload brokerage, intermodal, air and ocean freight, expedited and heavy-haul services, along with value-added offerings such as cargo insurance, customs brokerage and supply chain management. Landstar’s proprietary technology platform enables real-time load matching, shipment tracking and data analytics to optimize fleet utilization and improve customer service.

Founded in 1968 and headquartered in Jacksonville, Florida, Landstar pioneered an asset-light brokerage model that has evolved into a global logistics operation.

Featured Articles Five stocks we like better than Landstar System Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

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Canada Pension Plan Investment Board acquired a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 273,500 shares of the company’s stock, valued at approximately $4,904,000.

Several other hedge funds have also made changes to their positions in the business. Brighton Jones LLC grew its stake in shares of SoFi Technologies by 2.0% in the 4th quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock valued at $11,077,000 after purchasing an additional 14,281 shares during the last quarter. Caxton Associates LLP acquired a new stake in shares of SoFi Technologies during the 1st quarter valued at approximately $129,000. Empowered Funds LLC boosted its position in SoFi Technologies by 5.2% during the first quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock worth $385,000 after purchasing an additional 1,631 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of SoFi Technologies by 23.2% during the 2nd quarter. Franklin Resources Inc. now owns 13,796 shares of the company’s stock worth $251,000 after buying an additional 2,596 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in SoFi Technologies in the 2nd quarter valued at about $4,633,000. Institutional investors and hedge funds own 38.43% of the company’s stock.

SoFi Technologies News Roundup Here are the key news stories impacting SoFi Technologies this week:

Positive Sentiment: Strong post-earnings momentum: SoFi’s shares have outperformed since its latest earnings report, which showed $1.21 billion in revenue and $0.12 in adjusted earnings per share, both ahead of consensus estimates. Revenue increased 42.5% year over year, supporting the bullish case for continued operating growth. SoFi Technologies Up 16.5% Since Last Earnings Report Positive Sentiment: SoFi Plus could add recurring revenue: Early traction for the company’s paid membership program may increase customer engagement, cross-selling and adoption of additional financial products. Investors are watching whether membership growth can diversify revenue and support longer-term margins. SoFi Technologies’ SoFi Plus Neutral Sentiment: Analyst consensus remains cautious: SoFi has received a consensus “Hold” recommendation, suggesting analysts see a balanced risk-reward profile following the rebound rather than an unambiguously attractive entry point. SoFi Receives Consensus Hold Recommendation Neutral Sentiment: Relative-value debate: Comparisons with Sezzle highlight differing growth models, diversification and risk profiles. The discussion does not provide a direct SOFI catalyst but may influence fintech-sector positioning. Sezzle Versus SoFi Negative Sentiment: Profit-taking and valuation concerns: After the recent rebound and move back above key moving averages, some investors may be locking in gains. A bearish analysis argues that even strong execution is not enough to justify a more aggressive position, while the stock’s elevated growth expectations leave it vulnerable to pullbacks. SoFi Everything Went Right and I’m Still Cutting to Hold Analyst Ratings Changes Several equities analysts have weighed in on the company. Piper Sandler started coverage on SoFi Technologies in a research report on Monday, August 17th. They set an “overweight” rating and a $22.00 price target for the company. Citigroup dropped their price target on shares of SoFi Technologies from $37.00 to $30.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Wells Fargo & Company cut their price objective on SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Truist Financial raised their target price on shares of SoFi Technologies from $18.00 to $19.00 and gave the company a “hold” rating in a research note on Wednesday, August 12th. Finally, Weiss Ratings raised SoFi Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, August 11th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $22.42. Check Out Our Latest Stock Analysis on SoFi Technologies

Insider Buying and Selling In other news, CTO Jeremy Rishel sold 102,123 shares of the stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following the sale, the chief technology officer directly owned 895,089 shares in the company, valued at approximately $15,914,682.42. This represents a 10.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kelli Keough sold 11,286 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $18.00, for a total value of $203,148.00. Following the completion of the sale, the executive vice president owned 356,442 shares in the company, valued at $6,415,956. The trade was a 3.07% 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. Insiders have sold a total of 136,505 shares of company stock worth $2,418,096 over the last quarter. Insiders own 2.50% of the company’s stock.

SoFi Technologies Price Performance NASDAQ:SOFI opened at $18.06 on Monday. SoFi Technologies, Inc. has a one year low of $14.88 and a one year high of $32.73. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.10 and a current ratio of 0.74. The company has a market capitalization of $23.33 billion, a price-to-earnings ratio of 37.62 and a beta of 2.17. The stock has a 50-day simple moving average of $17.84 and a 200 day simple moving average of $17.54.

SoFi Technologies (NASDAQ:SOFI – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.01. The business had revenue of $1.21 billion for the quarter, compared to analyst estimates of $1.11 billion. SoFi Technologies had a return on equity of 6.22% and a net margin of 14.78%.The business’s revenue was up 42.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. Sell-side analysts predict that SoFi Technologies, Inc. will post 0.61 EPS for the current fiscal year.

SoFi Technologies Profile (Free Report)

SoFi Technologies, Inc (NASDAQ: SOFI) is a diversified financial services company that provides consumer-focused lending, banking, investing and financial technology products. The company’s core offerings include student loan refinancing and private student loans, personal loans, mortgage lending, and credit card products. In addition to credit and lending, SoFi operates consumer-facing deposit and cash management accounts, an investing and trading platform, and an insurance marketplace through partner relationships, all designed to serve individuals seeking an integrated digital financial experience.

SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.

Further Reading Five stocks we like better than SoFi Technologies Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

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Canada Pension Plan Investment Board bought a new position in Iron Mountain Incorporated (NYSE:IRM – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 29,362 shares of the financial services provider’s stock, valued at approximately $3,709,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. purchased a new position in Iron Mountain during the second quarter worth about $4,240,342,000. Norges Bank purchased a new stake in Iron Mountain in the 4th quarter valued at about $368,890,000. Legal & General Group Plc bought a new position in shares of Iron Mountain during the 2nd quarter worth approximately $409,843,000. Cohen & Steers Inc. lifted its position in shares of Iron Mountain by 20.0% during the 4th quarter. Cohen & Steers Inc. now owns 18,903,716 shares of the financial services provider’s stock worth $1,568,110,000 after buying an additional 3,155,034 shares in the last quarter. Finally, Deutsche Bank AG purchased a new position in shares of Iron Mountain in the 2nd quarter worth approximately $385,129,000. Hedge funds and other institutional investors own 80.13% of the company’s stock.

Analyst Upgrades and Downgrades A number of brokerages recently commented on IRM. Wells Fargo & Company increased their price target on Iron Mountain from $135.00 to $140.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Zacks Research raised Iron Mountain from a “strong sell” rating to a “hold” rating in a research report on Tuesday, May 12th. Barclays raised their target price on Iron Mountain from $127.00 to $143.00 and gave the company an “overweight” rating in a research report on Wednesday, July 1st. Truist Financial lifted their target price on Iron Mountain from $140.00 to $155.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Weiss Ratings downgraded shares of Iron Mountain from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, August 25th. Five research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $137.67.

View Our Latest Analysis on IRM Insider Activity In related news, EVP Mark Kidd sold 6,000 shares of Iron Mountain stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $122.70, for a total value of $736,200.00. Following the completion of the sale, the executive vice president owned 101,507 shares of the company’s stock, valued at approximately $12,454,908.90. This trade represents a 5.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO William L. Meaney sold 38,474 shares of the business’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $121.67, for a total value of $4,681,131.58. Following the completion of the sale, the chief executive officer owned 38,474 shares in the company, valued at $4,681,131.58. This represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 82,948 shares of company stock valued at $10,143,093. 1.70% of the stock is currently owned by insiders.

Iron Mountain Stock Up 0.1% Shares of IRM stock opened at $117.55 on Monday. The firm has a market cap of $34.99 billion, a P/E ratio of 83.96 and a beta of 1.20. The company has a 50 day moving average of $123.89 and a 200-day moving average of $118.28. Iron Mountain Incorporated has a 12-month low of $77.77 and a 12-month high of $134.68.

Iron Mountain (NYSE:IRM – Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The financial services provider reported $0.60 EPS for the quarter, beating the consensus estimate of $0.54 by $0.06. Iron Mountain had a negative return on equity of 85.44% and a net margin of 5.54%.The business had revenue of $2.03 billion for the quarter, compared to the consensus estimate of $1.97 billion. During the same quarter in the prior year, the business earned $1.24 earnings per share. Iron Mountain’s revenue for the quarter was up 18.5% on a year-over-year basis. Iron Mountain has set its Q3 2026 guidance at 1.470-1.470 EPS and its FY 2026 guidance at 5.870-5.930 EPS. As a group, equities analysts expect that Iron Mountain Incorporated will post 5.42 EPS for the current year.

Iron Mountain Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.864 per share. This represents a $3.46 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Tuesday, September 15th. Iron Mountain’s dividend payout ratio is currently 247.14%.

About Iron Mountain (Free Report)

Iron Mountain Incorporated is a global information management company that helps organizations protect, store, and manage their physical and digital information. The firm provides a range of services including secure records storage, document imaging and digitization, secure shredding and destruction, and information governance solutions designed to support regulatory compliance and business continuity. Iron Mountain also offers specialized secure storage environments and logistics for sensitive assets such as art, medical records, and legal archives.

Beyond traditional records management, Iron Mountain has expanded into technology-driven services to support customers’ digital transformation.

Recommended Stories Five stocks we like better than Iron Mountain Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

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Cytokinetics Incorporated (NASDAQ:CYTK) on Friday shared primary results from the ACACIA-HCM Phase 3 clinical trial of aficamten in patients with symptomatic non-obstructive hypertrophic cardiomyopathy (nHCM).

The data showed aficamten significantly improved symptoms and exercise performance in patients suffering from symptomatic non-obstructive hypertrophic cardiomyopathy.

Meeting Primary EndpointsThe ACACIA-HCM clinical study successfully achieved its dual primary endpoints. Researchers observed substantial enhancements in patients over 36 weeks when comparing the active treatment to a placebo.

Trial participants reported notably better scores on the Kansas City Cardiomyopathy Questionnaire Clinical Summary Score, indicating a reduction in disease symptoms.

Read Next

Patients also displayed increased maximal exercise performance. Furthermore, these positive findings remained consistent across all predetermined patient subgroups evaluated during the study.

Evaluating Broad Clinical BenefitsDuring the European Society of Cardiology Congress 2026 in Munich, researchers presented an additional assessment detailing the overall effectiveness of the treatment across five vital medical areas.

These domains included exercise capacity, cardiac structure, cardiac biomarkers, diastolic function, and overall symptom burden.

At the 36-week mark, individuals taking aficamten demonstrated statistically significant progress in all five categories compared to the placebo group.

Notably, 53% of the treated patients achieved a clinical response in three or more measurement areas, whereas only 13% of the placebo group reached the same milestone.

Stock ReactionCiting analysts, Reuters noted that the drug did not significantly improve heart structure or ​delay cardiovascular events.

About 10% of the patients also experienced a drop in their heart’s pumping capacity, ​and 12 events of heart failure also occurred during the study.

“Investors might be reacting to the size of the win, not whether it won,” B. Riley Securities analyst Mayank Mamtani told Reuters.

“There was an imbalance of heart failure events early on in the study,” Cytokinetics Chief Medical Officer ​Stephen Heitner told Reuters.

Regulatory Next StepsMedical professionals simultaneously published the primary data in The New England Journal of Medicine and the sub-analysis in Circulation.

Cytokinetics intends to file a supplemental New Drug Application with the U.S. Food and Drug Administration in the fourth quarter of 2026 for symptomatic non-obstructive hypertrophic cardiomyopathy.

CYTK Price Action: Cytokinetics shares were down 3.19% at $69.79 at the time of publication on Monday, according to Benzinga Pro data.

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Photo by Chinnapong via Shutterstock

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

Canada Pension Plan Investment Board bought a new position in shares of Bright Horizons Family Solutions Inc. (NYSE:BFAM – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 80,200 shares of the company’s stock, valued at approximately $5,685,000. Canada Pension Plan Investment Board owned about 0.16% of Bright Horizons Family Solutions as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of BFAM. NewEdge Advisors LLC grew its position in Bright Horizons Family Solutions by 24.1% during the 1st quarter. NewEdge Advisors LLC now owns 6,750 shares of the company’s stock worth $858,000 after acquiring an additional 1,312 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Bright Horizons Family Solutions by 149.1% in the first quarter. Goldman Sachs Group Inc. now owns 614,293 shares of the company’s stock valued at $78,040,000 after purchasing an additional 367,711 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Bright Horizons Family Solutions by 12.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 195,119 shares of the company’s stock valued at $24,788,000 after purchasing an additional 20,859 shares during the last quarter. Jane Street Group LLC boosted its stake in shares of Bright Horizons Family Solutions by 646.2% during the first quarter. Jane Street Group LLC now owns 59,643 shares of the company’s stock valued at $7,577,000 after purchasing an additional 51,650 shares in the last quarter. Finally, Focus Partners Wealth boosted its stake in shares of Bright Horizons Family Solutions by 70.5% during the first quarter. Focus Partners Wealth now owns 4,516 shares of the company’s stock valued at $574,000 after purchasing an additional 1,868 shares in the last quarter.

Wall Street Analysts Forecast Growth BFAM has been the topic of several research reports. Morgan Stanley reduced their price target on Bright Horizons Family Solutions from $70.00 to $68.00 and set an “underweight” rating on the stock in a report on Friday, July 31st. JPMorgan Chase & Co. dropped their price objective on shares of Bright Horizons Family Solutions from $115.00 to $105.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Bright Horizons Family Solutions in a research report on Wednesday, July 29th. Finally, UBS Group boosted their target price on shares of Bright Horizons Family Solutions from $87.00 to $88.00 and gave the stock a “neutral” rating in a report on Friday, July 31st. Four investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $95.88.

Get Our Latest Analysis on Bright Horizons Family Solutions Insider Activity at Bright Horizons Family Solutions In related news, COO Mary Lou Burke sold 1,200 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $75.57, for a total value of $90,684.00. Following the sale, the chief operating officer directly owned 32,145 shares in the company, valued at $2,429,197.65. This represents a 3.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.42% of the stock is currently owned by corporate insiders.

Bright Horizons Family Solutions Stock Up 0.2% Shares of NYSE:BFAM opened at $74.94 on Monday. The firm has a market cap of $3.64 billion, a P/E ratio of 23.72, a P/E/G ratio of 1.14 and a beta of 1.14. The company has a quick ratio of 0.48, a current ratio of 0.48 and a debt-to-equity ratio of 1.14. Bright Horizons Family Solutions Inc. has a 12-month low of $57.63 and a 12-month high of $118.73. The business has a fifty day simple moving average of $73.73 and a 200 day simple moving average of $73.86.

Bright Horizons Family Solutions (NYSE:BFAM – Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $1.28 EPS for the quarter, topping the consensus estimate of $1.20 by $0.08. The firm had revenue of $779.18 million for the quarter, compared to the consensus estimate of $774.84 million. Bright Horizons Family Solutions had a return on equity of 20.09% and a net margin of 5.78%.The business’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.07 EPS. Bright Horizons Family Solutions has set its FY 2026 guidance at 5.050-5.150 EPS. Analysts predict that Bright Horizons Family Solutions Inc. will post 4.7 earnings per share for the current year.

(Free Report)

Bright Horizons Family Solutions, Inc (NYSE: BFAM) is a leading provider of employer-sponsored child care and early education services, offering a range of solutions designed to support working families and organizations. Through a network of on-site, near-site and center-based programs, the company partners with corporate and nonprofit clients to deliver infant, toddler, preschool and school-age care. Services emphasize age-appropriate curriculum, developmental milestones and community engagement to ensure high-quality learning experiences.

Further Reading Five stocks we like better than Bright Horizons Family Solutions Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

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Key Takeaways Alto Ingredients' Q2 gross profit rose to $16.6M from a $1.9M loss despite higher maintenance costs.Stronger industry crush margins added about $17M of incremental gross profit in the quarter.Repairs and maintenance rose about $2M year over year for planned outages and Carbonic reliability work. Alto Ingredients, Inc. (ALTO - Free Report) faced higher repairs and maintenance costs in the second quarter of 2026, partially offsetting the improvement in gross profit. The company incurred approximately $2 million more in repairs and maintenance expenses year over year, reflecting the planned outage at the Pekin dry mill, the routine spring outage at ICP and continued work at its Carbonic facility. The latter was aimed at ensuring reliable operations to support increased demand for premium CO2 during the seasonally strong summer months.

The higher spending came during a quarter in which Alto Ingredients’ gross profit improved to $16.6 million from a gross loss of $1.9 million a year earlier. Stronger industry crush margins were the biggest contributor to the improvement, adding about $17 million of incremental gross profit. Lower utility costs also helped, with natural gas and electricity expenses declining nearly $600,000 year over year.

However, these gains were partly offset by higher repairs and maintenance expenses. The added costs reflected planned work at the Pekin dry mill and ICP, along with continued reliability work at the Carbonic facility to support increased demand for premium CO2 during the seasonally strong summer months.

Even with the higher repairs and maintenance expense, Alto Ingredients’ Western facilities remained profitable on a gross-profit basis in the second quarter. The results indicate that stronger crush economics and lower utility costs were sufficient to absorb the added maintenance burden during the period, although the higher spending still acted as a partial offset to the broader improvement in gross profit.

What Do the Latest Metrics Say About Alto Ingredients?Alto Ingredients, which competes with Green Plains Inc. (GPRE - Free Report) and Aemetis, Inc. (AMTX - Free Report) , has seen its shares fall 16.3% in the past month, underperforming the industry’s 5.6% growth. Shares of Aemetis have risen 22.4%, while Green Plains has declined 11.9% during the same period.

Image Source: Zacks Investment Research

From a valuation standpoint, Alto Ingredients’ forward price-to-sales ratio of 0.32 is lower than the industry’s average of 3.36. The company is also trading at a discount to Green Plains (with a forward price-to-sales ratio of 0.54) and Aemetis (0.40).

Image Source: Zacks Investment Research

Canada Pension Plan Investment Board purchased a new position in shares of CAVA Group, Inc. (NYSE:CAVA – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund purchased 63,400 shares of the company’s stock, valued at approximately $4,976,000. Canada Pension Plan Investment Board owned 0.05% of CAVA Group at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in CAVA. Castleark Management LLC bought a new stake in shares of CAVA Group in the 2nd quarter valued at about $6,784,000. Nicholas Investment Partners LP acquired a new position in CAVA Group in the 2nd quarter worth $9,408,000. Legal & General Group Plc acquired a new position in shares of CAVA Group during the second quarter worth about $9,743,000. The Manufacturers Life Insurance Company bought a new position in shares of CAVA Group during the 2nd quarter worth approximately $5,719,000. Finally, Algert Global LLC bought a new position in CAVA Group in the second quarter valued at $4,162,000. Institutional investors own 73.15% of the company’s stock.

Analyst Ratings Changes Several research firms have weighed in on CAVA. TD Cowen lowered their price target on CAVA Group from $100.00 to $85.00 and set a “buy” rating on the stock in a research report on Wednesday, August 12th. Robert W. Baird raised shares of CAVA Group to a “strong-buy” rating in a report on Monday, August 24th. DA Davidson lowered their price objective on CAVA Group from $84.00 to $75.00 and set a “neutral” rating on the stock in a research report on Thursday, August 13th. Citigroup reiterated a “buy” rating on shares of CAVA Group in a research report on Tuesday, July 28th. Finally, Freedom Capital raised CAVA Group to a “hold” rating in a research note on Wednesday, July 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, CAVA Group currently has an average rating of “Moderate Buy” and a consensus price target of $89.44.

Check Out Our Latest Analysis on CAVA Group CAVA Group Trading Up 0.2% CAVA Group stock opened at $67.08 on Monday. The stock has a 50-day moving average price of $69.99 and a two-hundred day moving average price of $77.36. CAVA Group, Inc. has a 12 month low of $43.41 and a 12 month high of $98.79. The company has a market capitalization of $7.84 billion, a PE ratio of 121.97, a P/E/G ratio of 4.56 and a beta of 1.75.

CAVA Group (NYSE:CAVA – Get Free Report) last posted its earnings results on Tuesday, August 11th. The company reported $0.19 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.01. The firm had revenue of $368.44 million for the quarter, compared to analyst estimates of $360.09 million. CAVA Group had a net margin of 4.82% and a return on equity of 8.28%. The company’s revenue for the quarter was up 31.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.16 EPS. As a group, analysts predict that CAVA Group, Inc. will post 0.54 earnings per share for the current fiscal year.

Insider Buying and Selling In other CAVA Group news, insider Kelly Costanza sold 12,490 shares of the company’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $90.00, for a total transaction of $1,124,100.00. Following the sale, the insider owned 98,490 shares of the company’s stock, valued at approximately $8,864,100. This represents a 11.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Karen Kochevar sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $90.00, for a total value of $900,000.00. Following the sale, the director owned 3,074 shares in the company, valued at approximately $276,660. The trade was a 76.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 67,512 shares of company stock valued at $6,050,417 over the last 90 days. 6.70% of the stock is currently owned by corporate insiders.

CAVA Group Company Profile (Free Report)

CAVA Group, Inc (NYSE: CAVA) is a leading fast-casual restaurant company specializing in Mediterranean-inspired cuisine. Operating under the CAVA brand, the company offers customizable bowls, pitas and salads built around a variety of proteins, grains, fresh vegetables and house-made spreads. With a focus on high-quality ingredients and made-to-order preparation, CAVA aims to deliver a casual yet elevated dining experience for dine-in, takeout and catering customers.

Founded in 2011 in the Washington, DC metro area by Ike Grigoropoulos, Dimitri Katsanis and Brett Schulman, CAVA has pursued an aggressive growth strategy that included the 2018 acquisition of Zoe’s Kitchen.

Further Reading Five stocks we like better than CAVA Group Strike a Balance Between Growth and Stability With These 3 Names Ready to Rally Rubrik’s AI Security Bet Could Power the Next Leg Higher Apple’s Foldable iPhone Could Be a Catalyst, But Not a Cure-All Snowflake Is Up Nearly 50% in 2026—What Are Short Sellers Betting Against?

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Ondas Inc. (NASDAQ:ONDS) stock moved lower on Monday due to sector-wide profit-taking across drone stocks and ongoing digestion of its second-quarter financial results.

The Nasdaq is down 0.22% while the S&P 500 has shed 0.46% and Ondas is lagging even as the Technology sector is up 0.09%.

• Ondas stock is under selling pressure. Why are ONDS shares declining?

On August 13, Ondas reported second quarter revenue of $83.77 million, topping the $67.97 million estimate. However, GAAP losses per share hit 19 cents, wider than the expected five-cent loss.

Stock Resale RegistrationOn Friday, Ondas filed a Form 8-K covering the resale of 99,105 common stock shares issued for its acquisition of World View Enterprises Inc.

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CEO Eric Brock said during the earnings call that demand for counter-drone systems remains strong for the “foreseeable future.” Ondas raised its full-year 2026 revenue guidance to $525 million to $550 million.

Technical AnalysisOndas is still up 42.03% over the past 12 months, but the current chart is in a repair phase: the stock is trading 11.9% below its 20-day SMA, 4.3% below its 50-day SMA, and more than 15% below both the 100-day and 200-day SMAs. That mix often signals that longer-term trend resistance is overhead, even if the stock can bounce in the short term.

Trending

The moving-average structure is mixed, with the 20-day SMA still above the 50-day SMA (a near-term bullish tilt), but the 50-day SMA remains below the 200-day SMA after the Death Cross in July, keeping the bigger-picture trend biased lower. Recent turning points matter here too: the stock put in a swing low in July and a swing high in August, so traders are watching whether price can build higher lows without getting rejected at overhead averages.

Key Resistance: $8.50 — Nearby round-number area that also lines up closely with the 50-day EMA ($8.55), where rebounds can stall. Key Support: $7 — Nearby round-number level that sits below current price and can act as the next "line in the sand" if selling accelerates ONDS Stock Price Activity: Ondas shares were down 2.76% at $7.68 at the time of publication on Monday, according to Benzinga Pro data.

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The Roman telescope launch adds another high-profile government mission to SpaceX's Falcon Heavy record. Summary

NASA’s Roman telescope cost about $4.3 billionSpaceX launched it aboard a Falcon Heavy rocket

Space Exploration Technologies Corp. (SPCX, Financials), the aerospace company, successfully launched NASA's $4.3 billion Nancy Grace Roman Space Telescope aboard a Falcon Heavy rocket from Cape Canaveral, Florida.

The telescope is beginning a mission expected to last five to 10 years and will eventually operate roughly 1 million miles from Earth.

For SpaceX, the investor angle is less about the telescope's scientific goals and more about what the launch says about government demand for its heavy-lift capabilities.

Falcon Heavy has become an important part of SpaceX's launch portfolio for large and complex payloads, including high-value government missions.

Roman will study dark matter, dark energy and planets outside the solar system. NASA expects scientific observations to begin as early as December, with the first images due in 2027.

The telescope can survey the sky roughly 1,000 times faster than Hubble and uses a wide-field infrared camera capable of capturing far larger areas at once.

L3Harris Technologies supplied the 2.4-meter Optical Telescope Assembly used by the mission.

For SpaceX, each successful government launch adds another proof point for reliability as agencies award increasingly expensive space contracts.

The next test will be whether Falcon Heavy continues winning high-value government missions as NASA and defense spending on space infrastructure expands.

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

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