WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Yiren Digital Ltd. (NYSE: YRD) resulting from allegations that Yiren may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased Yiren securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/yiren-digital-ltd/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
WHAT IS THIS ABOUT: On October 12, 2026, Yiren issued a press release entitled “Yiren Digital Provides Update on Its CEO and Operations.” The press release stated that Yiren had “became aware of a police notice published on October 12, 2026, stating that Mr. Ning Tang, the Company’s Executive Chairman and Chief Executive Officer, had been subject to criminal compulsory measures in connection with an investigation involving certain affiliates of the Company’s controlling shareholder.”
On this news, Yiren’s American Depositary Shares fell 44% on October 12, 2026.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
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Key Takeaways Otis Worldwide's Q3 sales are projected to rise 4.3% to $3.85 billion, while EPS may fall 4.8% to $1.Repair and modernization demand may lift Service sales 5.3%, while New Equipment sales may fall 1.2%.Labor and material costs may push Service and New Equipment operating margins down 60 and 160 bps.
Otis Worldwide Corporation (OTIS - Free Report) is scheduled to report third-quarter 2026 results on Oct. 28, before the opening bell.
In the last reported quarter, the company’s earnings beat the Zacks Consensus Estimate by 1%, and net sales topped it by 3.7%. On a year-over-year basis, the bottom line declined 3.8%, while the top line grew 7.3%.
OTIS’ earnings surpassed the consensus mark in two of the trailing four quarters, missed on one occasion and met on the remaining occasion, with an average surprise of 1%.
How Are Estimates Placed for OTIS Stock?For the third quarter, the Zacks Consensus Estimate for earnings per share (EPS) has trended downward to $1 from 99 cents in the past 30 days. The estimated figure indicates a 4.8% decline from the year-ago adjusted EPS of $1.05.
The consensus mark for net sales is pegged at $3.85 billion, indicating 4.3% growth from the year-ago figure of $3.7 billion.
Key Factors to Note for OTIS’ Q3 EarningsSales
Otis Worldwide’s third-quarter performance is likely to have benefited from continued momentum in its Service segment, which accounted for 66.9% of second-quarter 2026 net sales. Strong repair and modernization demand, along with improving maintenance trends, is expected to have kept the segment a primary growth driver. Management projects mid-single-digit growth in Service organic sales for the third quarter, supported by repair and modernization activity, although modernization growth is expected to have moderated sequentially. The company’s focus on service quality, pricing initiatives and backlog execution is also likely to have supported revenue growth in the to-be-reported quarter.
Maintenance and repair initiatives are also likely to have supported performance. Otis Worldwide continues to implement value-driven micro-pricing strategies and proactive repair offerings to strengthen customer engagement and improve pricing realization. The company previously outlined approximately $35 million in incremental repair pricing benefits for 2026. These initiatives, alongside higher repair volumes, are expected to have supported third-quarter Service performance.
The company’s Service Excellence and digital initiatives are likely to have aided operational execution. Otis Worldwide has been investing in service quality, field productivity and customer retention, supported by AI-assisted tools and standardized operating processes. Continued implementation of these initiatives, along with its broader Service Operating Model, is likely to have strengthened customer service and execution capabilities in the quarter under review.
However, weakness in the New Equipment segment, which accounted for 33.1% of second-quarter 2026 net sales, is likely to have partly constrained third-quarter top-line growth. Although management expects sales trends to improve sequentially, subdued construction activity and pricing pressure in China, alongside demand challenges in the Middle East and Southern Europe, are likely to have weighed on the segment’s performance.
For the third quarter, our Zacks model predicts the Service segment’s net sales to increase year over year by 5.3% to $2.56 billion, with the New Equipment segment’s net sales declining 1.2% to $1.24 billion.
Margins
On the margin front, higher labor and material costs, productivity challenges and ongoing Service investments are expected to have remained headwinds. Longer onboarding periods for skilled mechanics and higher labor rates associated with accelerating repair and modernization execution are likely to have continued affecting profitability in the to-be-reported quarter. We expect the adjusted operating margin in the Service and New Equipment segments to contract 60 basis points (bps) and 160 bps year over year to 24% and 3.1%, respectively.
Moreover, delayed improvements in maintenance customer retention and a measured approach to incremental micro-pricing are expected to have limited margin recovery. Management previously identified approximately $20 million in retention and maintenance pricing-related headwinds and an additional $50 million in productivity and field-cost pressures relative to its earlier full-year outlook. For the to-be-reported quarter, our model expects SG&A expenses to increase year over year by 2.8% to $518.3 million. Although higher repair pricing, modernization volumes and cost-reduction initiatives are expected to have provided some support, these benefits may have been partly offset by continued operating cost pressures.
What Our Model Unveils for OTISOur proven model does not predict an earnings beat for Otis Worldwide this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, it is not the case here.
OTIS’ Earnings ESP: The company has an Earnings ESP of -0.57%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
OTIS’ Zacks Rank: Currently, the stock carries a Zacks Rank #3.
Stocks With the Favorable CombinationHere are some companies from the Industrial Products sector, which, according to our model, have the right combination of elements to post an earnings beat in their respective quarters to be reported.
Eaton Corporation plc (ETN - Free Report) has an Earnings ESP of +0.45% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Eaton’s earnings topped the consensus mark in three of the last four quarters and met on the remaining occasion, with the average surprise being 1.3%. Earnings for ETN’s third quarter of 2026 are expected to grow 15% year over year.
Kennametal Inc. (KMT - Free Report) currently has an Earnings ESP of +1.50% and a Zacks Rank of 3.
Kennametal’s earnings topped the consensus mark in each of the last four quarters, with the average surprise being 29.3%. Earnings for KMT’s third quarter of 2026 are expected to surge a whopping 682.4% year over year.
Watsco, Inc. (WSO - Free Report) has an Earnings ESP of +0.46% and a Zacks Rank of 3 at present.
Watsco’s earnings topped the consensus mark in one of the last four quarters and missed on the remaining three occasions, with the average negative surprise being 4.9%. Earnings for WSO’s third quarter of 2026 are expected to improve 3.8% year over year.
A single Buy rating from a firm new to the name sent optical networking stocks surging well past the broader market, raising a pointed question about whether this is a genuine sector rebound or just a short-lived bounce after a…
A fresh Buy rating from StoneX is pulling optical networking stocks higher, and Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) is out in front. Lumentum stock is up 8% to $819.98 in afternoon trading, a gain that shows buyers returning to the AI optics trade after a rough month for the group.
At the same time, shares of Applied Optoelectronics (NASDAQ:AAOI) are at $71.85, up 6%, running a close second to the leader. Coherent (NYSE:COHR) stock is at $220.93, up 6%, matching Applied Optoelectronics pace for pace. That breadth shows the buying reaches across optics, well beyond the single stock that drew the new analyst coverage.
Fund figures tell the same story with less force. The Roundhill Photonics & Optics ETF (CBOE:LYTE) is up 4% to $18.96, a gain that trails the aforementioned individual optics stocks. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.7% to $765.32, leaving the optics names well ahead of the broad market.
StoneX Initiation Sparks Optics Rebound
StoneX started coverage of Lumentum stock with a Buy rating and a $1,200 price target. Lumentum makes lasers and optical components for data center and telecom networks. That puts the company directly in the path of AI infrastructure spending by cloud operators. A bullish initiation from a firm that’s new to the name carries extra weight after the pressure optics stocks have absorbed.
Optics stocks slid steeply over the past month before the initiation landed. Questions about how customers will fund large AI infrastructure projects weighed on the timing of orders for optical components across the group. Against that background, the rally in Lumentum shares offers an early read on whether a bullish analyst view can pull the sector out of its slide.
Optics Buying Spreads Past Lumentum
Coherent makes optical transceivers and the materials behind them, with a technology stack that runs from compound semiconductors up through finished modules. That vertical reach gives Coherent more control over its supply chain as AI data centers shift from copper to optical connections between servers. The risk is that Coherent is spending heavily to expand capacity, and the order-timing questions that hit the group apply to its transceiver business as well.
Applied Optoelectronics makes fiber-optic transceivers and lasers, and its revenue is concentrated among a small number of large customers. Such a customer base cuts both ways, since one big order can lift results sharply while a delay from a single buyer can leave a visible gap. Next to Coherent’s broader portfolio, Applied Optoelectronics offers a narrower way to participate in the optics expansion, with less diversification behind it.
Roundhill’s photonics fund gives Lumentum and Coherent its two heaviest weights, alongside several overseas optical suppliers and a smaller stake in Applied Optoelectronics. Owning a wider basket spreads the fund’s risk across many names, moderating both its upside and its downside relative to any single optics stock, yet this diversified basket is still moving higher, showing that the buying reaches past the three stocks leading the group.
What the StoneX Call Means for Lumentum and the Optics Rebound
The next test for Lumentum is whether AI customers turn their expansion plans into firm optical orders, since a rating initiation sparks interest but sustained gains depend on order flow that confirms the bullish view.
Momentum favors Lumentum for now, though gains this sharp after a steep slide can fade quickly if order data disappoints. Investors should keep their position sizes modest while the AI funding issue is still in flux.
Contact [email protected] for any questions or corrections.
A six-figure monthly paycheck from dividends sounds straightforward until you see how three very different buckets fight each other, and which one quietly carries most of the risk.
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Pulling in $10,900 a month adds up to $130,800 a year, a solid six-figure paycheck that lands every month without a job attached. So how much capital does it actually take to get there on dividends alone? We’ll run the numbers using a three-bucket portfolio split across VIG (15%), FDVV (15%), SPYD (10%), VICI (10%), STAG (10%), GPIX (15%), GBDC (10%), and JAAA (15%).
Your Number at Three Yield Levels The formula is simple as you divide the income target by the yield to get the capital you need.
Using a 3.5% rate, $130,800 divided by 0.035 is about $3.74 million. Using a 6% rate, $130,800 divided by 0.06 is $2.18 million. Using a 10% rate, $130,800 divided by 0.10 is $1.31 million. The important thing to remember is that each extra point of yield cuts the required capital. Each one also adds a new risk.
Bucket 1: Dividend Growers That Pay the Least Today Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) yields about 1.5% on its forward payout. Fidelity High Dividend ETF (NYSEARCA:FDVV) yields about 2.8% on trailing payouts. Both sit below the classic 3% to 4% conservative range. Funding the full target from this bucket alone, at its roughly 2.1% blend, would require about $6.09 million.
This bucket offers diversified, quality companies and a payout that rises over time. The caveat is that you give up current income.
Bucket 2: Real Estate and High-Dividend Stocks In bucket two, you’ll have SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD) and STAG Industrial (NYSE:STAG), each yielding about 4.3%. VICI Properties (NYSE:VICI) yields about 7.7%, backed by 100% occupancy, a 39.6-year average lease term, and 2.0% annual escalators. VICI just raised its quarterly payout to $0.46 from $0.45.
The bucket blends to roughly 5.4%. The tradeoff shows up in price: VICI shares fell about 19% over the past year even as the dividend rose. STAG also moved from monthly to quarterly payments of $0.3875 in 2026, so plan your cash calendar around it.
Bucket 3: Maximum Income, Real Cut Risk Bucket three includes holdings like the Goldman Sachs S&P 500 Premium Income ETF (NASDAQ:GPIX), which sells S&P 500 options and yields about 8.6% monthly, with capped upside. Golub Capital BDC (NASDAQ:GBDC) yields about 10.9%, but it cut its base distribution from $0.39 to $0.33, a roughly 15% reduction. On the August call, chief executive David Golub said: “We’re in a credit cycle. There’s elevated credit stress.”
Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) holds the bucket at about 4.8%. Its income moves with short-term rates, and its monthly payout has fallen from 0.280985 per share in December 2024 to about 0.20 now.
What the Full Portfolio Requires Combined across all eight holdings, the portfolio yields about 5.4%. To produce $130,800, you need roughly $2.44 million. Bucket 3 holds 40% of the money but generates about $75,500, or 58% of the income. Your paycheck leans hardest on the holdings most likely to cut (we walked through the mix, the payment calendar, and the withdrawal order for turning savings into monthly income in a free guide here).
Why the Smallest Yield May Pay You the Most VIG paid $0.459 per share in March 2015 and $0.9377 in March 2025, roughly a 2x increase in a decade. Apply that logic to your target: $3.74 million at 3.5%, with payouts growing 7% a year, makes about $257,000 of annual income by year 10. A $1.09 million portfolio at 12% starts at $130,800 and, with no growth, stays there or contracts after cuts like Golub’s.
Principal tells the same story. VIG’s dividend-adjusted price rose 255% over ten years, against 68% for Golub Capital.
Three Moves Before You Commit Capital Total up 12 months of real spending. Spending $8,000 a month instead of $10,900 drops the capital you need at 5.4% sharply, and you can move more money into Bucket 1. Map taxes by account. Payouts from REITs, BDCs, and option-income strategies are largely taxed as ordinary income. For 2025, married joint filers hit the 24% bracket at $206,701 of taxable income. Hold Bucket 3 in an IRA where you can, and keep qualified-dividend payers in taxable accounts. Run a 10-year side-by-side. Compare VIG’s 255% adjusted gain with SPYD’s 131%, then decide how much yield you’re willing to give up for growth. Contact [email protected] for any questions or corrections.
The amount of capital you need to generate $5,700 a month in dividends can vary by more than a million dollars depending on one decision you make at the start, and that decision shapes whether your income grows or quietly…
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Building up $5,700 in monthly dividend income means someone is getting approximately $68,400 a year from their portfolio without selling shares, and yes, taxes will take a bite. In 2025, a single filer’s 22% federal bracket started at $48,476 of taxable income, so part of that income could be taxed at 22%. Reaching this target takes different amounts of money depending on the yield you aim for, and each level has its own trade-offs. We’ll walk through three of them, and then see how a six-fund income portfolio compares.
The big caveat to remember is that every number comes from one formula: income target divided by yield equals capital required.
Sleep-at-Night Tier: 3% to 4% Yield The least worrisome position is to take $68,400 divided by 0.035 equals $1,954,000. That’s the highest entry price, and it offers the most durable income.
This level includes dividend-growth funds and broad high-dividend equity funds. The Schwab US Dividend Equity ETF (NYSEARCA:SCHD) yields about 3.0% on its forward payout, so funding the whole target with it would take around $2.3 million. The return is growth, as shares rose 256% over the past decade. The iShares Core High Dividend ETF (NYSEARCA:HDV) yields about 4.2%, charges just 0.08% a year, and climbed 176% over ten years.
Monthly Checks at a Lower Price: 5% to 7% Yield For a slightly higher yield, take $68,400 and divide it by 0.06 to get $1,140,000. You need far less capital than in the safe level, and you give up most of your dividend growth to get there.
REITs, preferred shares, and high-dividend equity funds live here. Realty Income (NYSE:O) yields about 5.7% and just declared its 676th consecutive monthly dividend. Adjusted funds from operations (AFFO, the cash flow REITs use to fund dividends) rose 4% to $1.09 per share in Q2. Raises come in small steps, though. The monthly payout rose from $0.26 in October 2024 to $0.27 today, a modest increase.
Maximum Income, Minimum Capital: 8% to 14% Yield $68,400 divided by 0.10 equals $684,000. You need the least money here, and your income is the least predictable.
The JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) sells covered calls on Nasdaq stocks and yields about 11.6%. That means around $588,000 could cover the full target. Its 2026 monthly payouts swung between $0.47 and $0.70, so your paycheck changes every month.
Main Street Capital (NYSE:MAIN | MAIN Price Prediction), a business development company that lends to private companies, paid $4.33 per share over the past year, about 8.1%. Count only the regular monthly dividend, which works out to about 5.9%, as reliable income. The quarterly $0.30 supplements depend on the business’s performance.
Where Cash Fits The iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) yields about 3.6% with almost no price risk. Its payout floats with interest rates. The monthly distribution fell from $0.36 in August 2025 to $0.30 this month. It functions as a near-term spending reserve.
Pricing a Six-Fund Mix Fund Weight Approx. Yield SCHD 20% 3.0% JEPQ 20% 11.6% O 15% 5.7% MAIN (regular only) 15% 5.9% HDV 15% 4.2% SGOV 15% 3.6% The mix yields about 5.9%, so it takes around $1.2 million to produce $68,400. MAIN’s supplements and a strong month from JEPQ would add to that. Building a portfolio that acts like a paycheck, with payouts on a schedule, is the whole point of our free Paycheck Portfolio Method guide, which walks through the mix, calendar, and withdrawal order.
Why the Smallest Yield Can Pay the Most Picture $1,954,000 at a 3.5% yield, with dividends growing 8% a year. It pays $68,400 today, about $136,700 in year nine, and about $273,300 by year 18. Now picture $684,000 at a flat 10% yield. It still pays $68,400 in year 18, and inflation has eaten a big share of what that money buys. The high-yield investor saves on capital today and pays for it with lost purchasing power later.
Three Moves to Make Now Size the plan around actual spending. Add up a year of real expenses. If you need $4,800 a month instead of $5,700, every capital figure above drops by about one-sixth. Budget from regular payouts only. Use MAIN’s regular dividend and JEPQ’s lowest recent month as your base. Treat anything above that as a bonus to reinvest or save. Model taxes before you pick funds. Payouts from REITs, BDCs, and covered-call funds are mostly taxed as ordinary income. Holding those in an IRA and keeping qualified dividend payers in a taxable account can leave more of the $68,400 in your pocket. Contact [email protected] for any questions or corrections.
The market expects CNA Financial (CNA - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis insurance holding company is expected to post quarterly earnings of $1.16 per share in its upcoming report, which represents a year-over-year change of -22.7%.
Revenues are expected to be $3.54 billion, up 3.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for CNA Financial?For CNA Financial, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.59%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that CNA Financial will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that CNA Financial would post earnings of $1.04 per share when it actually produced earnings of $1.19, delivering a surprise of +14.42%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
CNA Financial doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Insurance - Property and Casualty industry, Hanover Insurance Group (THG - Free Report) , is soon expected to post earnings of $4.47 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -12.2%. Revenues for the quarter are expected to be $1.74 billion, up 3.8% from the year-ago quarter.
The consensus EPS estimate for Hanover Insurance has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +6.83%.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that Hanover Insurance will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Investors might want to bet on SPX Technologies (SPXC - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.
As such, the Zacks rating upgrade for SPX Technologies is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
For SPX Technologies, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for SPX TechnologiesThis infrastructure equipment supplier is expected to earn $8.48 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for SPX Technologies. Over the past three months, the Zacks Consensus Estimate for the company has increased 6.3%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of SPX Technologies to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Investors looking for stocks in the Chemical - Diversified sector might want to consider either Avient (AVNT - Free Report) or Air Liquide (AIQUY - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Right now, Avient is sporting a Zacks Rank of #2 (Buy), while Air Liquide has a Zacks Rank of #4 (Sell). Investors should feel comfortable knowing that AVNT likely has seen a stronger improvement to its earnings outlook than AIQUY has recently. But this is just one factor that value investors are interested in.
Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.
The Style Score Value grade factors in a variety of key fundamental metrics, including the popular P/E ratio, P/S ratio, earnings yield, cash flow per share, and a number of other key stats that are commonly used by value investors.
AVNT currently has a forward P/E ratio of 12.81, while AIQUY has a forward P/E of 28.61. We also note that AVNT has a PEG ratio of 1.18. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. AIQUY currently has a PEG ratio of 2.96.
Another notable valuation metric for AVNT is its P/B ratio of 1.54. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, AIQUY has a P/B of 3.93.
Based on these metrics and many more, AVNT holds a Value grade of B, while AIQUY has a Value grade of F.
AVNT has seen stronger estimate revision activity and sports more attractive valuation metrics than AIQUY, so it seems like value investors will conclude that AVNT is the superior option right now.
Key Takeaways IDEX expects Q3 2026 adjusted EPS to rise 9.9% and revenues to grow 4.6%.Health & Science Technologies revenues are projected to grow 11% on strong end-market demand.Acquisitions and water demand may aid growth, while dispensing weakness and rising costs pose risks. IDEX Corporation (IEX - Free Report) is scheduled to release third-quarter 2026 results on Oct. 28, before market open.
The Zacks Consensus Estimate for third-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average surprise being 7.7%.
The consensus estimate for revenues is pegged at $919.4 million, indicating an increase of 4.6% from the prior-year quarter’s figure. The consensus estimate for adjusted earnings is pinned at $2.23 per share, indicating an increase of 9.9% from the year-ago quarter’s number.
Let's see how things have shaped up for IDEX this earnings season.
Factors to Note Ahead of IDEX’s ResultsThe Health & Science Technologies (HST) segment is expected to have benefited from strength in the data center, semiconductor, space and defense markets in the third quarter. The consensus estimate for the HST segment’s revenues is pegged at $423 million, indicating an increase of 11% year over year.
An increase in demand for products across the municipal water end market is expected to have aided the Fluid & Metering Technologies (FMT) segment. Higher demand for mining application solutions business is likely to have been a tailwind as well. The consensus estimate for the FMT segment’s revenues is pegged at $321 million, indicating growth of 1.3% year over year.
IDEX has remained focused on expanding its product offerings and market presence through buyouts, which is expected to have boosted its top line. In July 2025, the company acquired Micro-LAM, Inc. (Micro-LAM), which expanded IDEX’s optics technology offerings. Also, the acquisition of Mott Corp. and its subsidiaries (Mott) in September 2024 expanded the company’s expertise in applied materials science technology capabilities across high-value end markets.
However, the Fire & Safety/Diversified Products (FSDP) segment is expected to have put up a weak show due to softness in the dispensing business arising from the unfavorable timing of dispensing projects in emerging markets. However, positive pricing is expected to have provided some relief. The consensus estimate for the segment’s revenues is pegged at $182 million, matching the year-ago quarter figure.
The escalating costs and operating expenses, due to increasing employee-related costs and professional services spending, are likely to have weighed on IEX’s bottom line in the to-be-reported quarter.
Earnings WhisperOur proven model does not conclusively predict an earnings beat for IEX this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: IEX has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at $2.10 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: IEX presently carries a Zacks Rank of 3.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to ConsiderHere are some companies, which according to our model, have the right combination of elements to beat on earnings in this reporting cycle.
Stanley Black & Decker, Inc. (SWK - Free Report) has an Earnings ESP of +1.10% and a Zacks Rank of 2 at present. The company is slated to release third-quarter 2026 results on Nov. 4.
Stanley Black’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 23.3%.
Deere & Company (DE - Free Report) has an Earnings ESP of +1.86% and a Zacks Rank of 3 at present. The company is slated to release third-quarter 2026 results on Nov. 25.
Deere & Company’s earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed the mark in one, the average surprise being 11.1%.
Crane Company (CR - Free Report) has an Earnings ESP of +0.86% and a Zacks Rank of 3 at present. The company is scheduled to release third-quarter 2026 results on Oct. 27.
Crane’s earnings surpassed the Zacks Consensus Estimate in each of the preceding four quarters, the average surprise being 10.4%.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.
Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in Atlanta, Invesco (IVZ - Free Report) is in the Finance sector, and so far this year, shares have seen a price change of 6.81%. Currently paying a dividend of $0.22 per share, the company has a dividend yield of 3.06%. In comparison, the Financial - Investment Management industry's yield is 3.22%, while the S&P 500's yield is 1.33%.
Looking at dividend growth, the company's current annualized dividend of $0.86 is up 3% from last year. Over the last 5 years, Invesco has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.66%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Invesco's current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.
IVZ is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $2.82 per share, which represents a year-over-year growth rate of 38.92%.
From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. But, not every company offers a quarterly payout.
High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. With that in mind, IVZ is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
The market expects BWX Technologies (BWXT - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis supplier of nuclear fuel and components to the U.S. government is expected to post quarterly earnings of $1.19 per share in its upcoming report, which represents a year-over-year change of +19%.
Revenues are expected to be $992.35 million, up 14.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.06% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for BWX?For BWX, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.22%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that BWX will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that BWX would post earnings of $1.01 per share when it actually produced earnings of $1.07, delivering a surprise of +5.94%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
BWX appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Aerospace - Defense Equipment industry, ATI (ATI - Free Report) , is soon expected to post earnings of $1.36 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +60%. This quarter's revenue is expected to be $1.32 billion, up 17.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for ATI has been revised 1.1% up to the current level. Nevertheless, the company now has an Earnings ESP of +1.09%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #1 (Strong Buy), this Earnings ESP indicates that ATI will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Investors in Hub Group, Inc. (HUBG - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the April 16, 2027 $17.50 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Hub Group, but what is the fundamental picture for the company? Currently, Hub Group is a Zacks Rank #5 (Strong Sell) in Transportation - Services Industry that ranks in the Bottom 23% of our Zacks Industry Rank. Over the last 60 days, no analyst has increased his estimate for the current quarter, while two have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter to move from 55 cents per share to 26 cents per share in the same time period.
Given the way analysts feel about Hub Group right now, this huge implied volatility could mean there’s a trade developing. Often times, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Key Takeaways International Paper expects Q3 adjusted EBITDA from continuing operations of $780-$830 million.Lower maintenance costs, pricing gains and 80/20 initiatives may offset high transportation and energy costs.Packaging Solutions EMEA EBITDA is projected to rise 37% sequentially and North America expected to gain 33%. International Paper Company (IP - Free Report) is scheduled to report third-quarter 2026 results on Oct. 28, 2026, before the opening bell.
The Zacks Consensus Estimate for IP’s second-quarter revenues is pegged at $6.35 billion, indicating a 2% increase from the year-ago reported figure.
The consensus estimate for International Paper’s earnings has moved down 9% to 30 cents per share. Despite the revision, it suggests an improved performance from the loss of 43 cents per share in the year-ago quarter.
Image Source: Zacks Investment Research
IP’s Earnings Surprise HistoryInternational Paper’s earnings missed the Zacks Consensus Estimate in three of the trailing four quarters, while surpassing in one quarter, the average surprise being negative 31.6%.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for International PaperOur proven model does not conclusively predict an earnings beat for International Paper this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, but that is not the case here.
IP’s Earnings ESP: International Paper has an Earnings ESP of 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Zacks Rank of International Paper: The company currently has a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Have Shaped IP’s Q3 PerformanceInternational Paper’s second-quarter 2026 performance was adversely affected by elevated maintenance outage costs of $205 million, which was the heaviest outage quarter of the year. The company had projected maintenance outage expenses of $79 million for the third quarter. The anticipated decline in maintenance-related costs is likely to have supported sequential earnings growth in the third quarter.
However, higher transportation and fuel costs are expected to have increased input costs sequentially, putting pressure on margins. These headwinds are likely to have been partially offset by favorable volume trends, the realization of previously announced price increases and savings from the company’s 80/20 initiatives. These initiatives aim to simplify operations, eliminate fixed costs and direct resources toward higher-return assets.
International Paper projected third-quarter adjusted EBITDA from continuing operations of $780-$830 million, including an estimated $85 million negative impact from the temporary suspension of operations at its Pine Hill mill for roof repairs. Our model estimates adjusted EBITDA of $810.5 million for the quarter, up from $587 million in the second quarter of 2026. However, the projected figure implies a 6% decline from the year-ago quarter.
Our Projections for International Paper’s Segments in Q3For the Packaging Solutions North America segment, third-quarter 2026 price and mix are expected to have improved sequentially, reflecting the realization of previously announced price increases. Volumes were projected to decline sequentially, as the benefit of an additional shipping day was likely to have been offset by lower export volumes.
Our model projects Packaging Solutions North America’s net sales at $3.93 billion for the third quarter of 2026, reflecting a 7% increase sequentially and an 0.8% increase year-over-year.
Operations and costs are expected to have been favorable sequentially. Benefits from the Riverdale ramp-up and the contribution from the NORPAC acquisition are expected to have more than offset lower Ixtac insurance proceeds anticipated in the third quarter. Input costs are expected to have been unfavorable due to higher OCC costs and seasonally higher energy costs.
Taking these factors into account, along with the temporary suspension of the Pine Hill mill, management projected third-quarter adjusted EBITDA of $555-$585 million for the segment. Our model estimates adjusted EBITDA of $570.8 million, up 33% sequentially but down 14.2% year over year.
For Packaging Solutions EMEA, volumes were expected to increase sequentially, supported by seasonal demand patterns and customer wins. Price and mix were also likely to contribute positively, driven by the continued realization of previously announced paper price increases and the corresponding recovery in box pricing.
Our model projects the segment’s third-quarter net sales at $2.38 billion, indicating a 4% sequential increase and a 3% rise from the year-ago quarter.
Operations and costs are expected to have improved sequentially, supported by progress on the company’s cost-out initiatives and lower distribution costs. Input costs are expected to have been unfavorable as lower OCC costs were largely offset by higher energy costs, including the non-repeat of the energy subsidies received in the second quarter. Based on these factors, management expected third-quarter adjusted EBITDA of $230-$250 million for the segment. Our model estimates adjusted EBITDA of $249.7 million, up 37% sequentially and 19.5% from the year-ago quarter.
International Paper Stock's Price PerformanceInternational Paper's shares have lost 31.1% in the past year compared with the industry's 14.1% decline.
Image Source: Zacks Investment Research
Stocks Poised to Beat EstimatesHere are some Basic Materials stocks, which according to our model, have the right combination of elements to post an earnings beat in their upcoming releases.
Air Products and Chemicals (APD - Free Report) , scheduled to release third-quarter 2026 earnings on Nov. 5, has an Earnings ESP of +0.44% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for earnings for Air Products and Chemicals for the third quarter of 2026 is pegged at $3.60 per share, suggesting a 6.2% year-over-year increase. APD has a trailing four-quarter average earnings surprise of 2.9%.
Avient (AVNT - Free Report) , scheduled to release third-quarter 2026 earnings on Nov. 4, has an Earnings ESP of +0.58% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for earnings for Avient for the third quarter of 2026 is 81 cents per share, indicating a 15.7% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 3.4%.
Perimeter Solutions, SA (PRM - Free Report) , scheduled to release third-quarter 2026 earnings on Nov. 5, has an Earnings ESP of +3.16% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Perimeter Solutions’ earnings for the third quarter of 2026 is pegged at 95 cents per share, indicating 15.8% growth from the year-ago quarter's reported figure. PRM has a trailing four-quarter average earnings surprise of 61.6%.
, /PRNewswire/ -- UFP Industries, Inc. (Nasdaq: UFPI) today announced the acquisition of the operating assets, including real estate, of Apache Products, Inc. dba Acme Skid, a pallet manufacturer based in Silsbee, Texas, for approximately $27 million. The transaction expands UFP Packaging's pallet manufacturing footprint and strengthens the company's ability to serve customers throughout the Gulf Coast, one of the country's largest industrial and petrochemical markets.
Apache Products designs and manufactures stringer and heat-treated pallets from its facility in Silsbee. The transaction adds approximately $55 million in annual sales and brings 165 employees into the UFP family. The addition strengthens a core business for UFP Industries and expands UFP Packaging's PalletOne network with immediate capacity and a strong platform for long-term growth.
"Apache is the kind of business we look for at UFP: an established market leader with long-standing customer relationships, a disciplined operation and an experienced team that has a proven track record of execution," said Will Schwartz, chief executive officer of UFP Industries. "This acquisition tracks with our other investments this year—broadening our reach into a strategically important geography and creating opportunities to grow with our national customers across the region to create long-term value."
The Apache facility will be integrated into UFP Packaging's existing pallet manufacturing network, creating opportunities to leverage UFP's operational scale, national customer relationships and broader packaging platform while maintaining the local expertise and customer focus that have defined Apache's success.
"The Gulf Coast is one of the country's most important industrial packaging markets, driven by concentrated manufacturing, energy and petrochemical activity," said Scott Worthington, president of UFP Packaging. "The team at Apache will expand our ability to support customers as they grow through greater efficiency, scale and access to a larger range of packaging solutions."
The acquisition underscores UFP Industries' continued focus on investing in core businesses, expanding manufacturing capacity to serve regional and national customers, and strengthening the competitive position of its operating companies across packaging and industrial markets. The transaction is expected to close on or around Nov. 16, 2026.
UFP Packaging is a leading provider of comprehensive industrial packaging solutions and the largest producer of wood pallets and crates in the United States. In addition to pallets, the company combines nationwide engineering and manufacturing expertise to develop custom, multi-material packaging systems that solve complex product protection and supply chain challenges. Its capabilities encompass structural and reusable metal packaging, custom and stock corrugated boxes, advanced printing and labeling, and other protective packaging solutions.
About UFP Industries
UFP Industries, Inc. (Nasdaq: UFPI) is a holding company whose operating subsidiaries manufacture, distribute and sell value-added products for the retail, construction and industrial markets throughout North America, Europe, Asia and Australia. Founded in 1955 and headquartered in Grand Rapids, Mich., UFP Industries is among North America's largest diversified manufacturers.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.82% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: American Financial Group (AFG - Free Report) Founded in 1959 and headquartered in Cincinnati, OH, American Financial Group, Inc. is a holding company that, through its subsidiaries, primarily engages in property and casualty insurance. The company focuses on specialized commercial products for businesses. American Financial divested its annuity businesses in May 2021.
AFG is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Finance stock. AFG has a Momentum Style Score of A, and shares are up 9% over the past four weeks.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.16 to $12.29 per share. AFG boasts an average earnings surprise of +10.8%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AFG should be on investors' short list.
Německý index DAX dnes zakončil v zelených číslech. Největší zisky připsaly akcie Hochtief (+3,9 %), Siemens Energy (+3,8 %) a Bayer (+3,6 %). Naopak nejvíce klesaly akcie společnosti Symrise (-1,8 %), Deutsche Telekom (-1,5 %) a Beiersdorf (-1,2 %).
Celoevropský STOXX Europe 600 dnes posiluje 0,8 %. Nejvíce dnes rostou sektory průmyslu (+1,8 %), IT (+1,35 %) a financí (+1,09 %). Nedaří se sektoru komunikačních služeb (-1,04 %), energií (-0,62 %) a nezbytné spotřeby (-0,12 %).
Index DAX +0,91 % na 25 410,84 b.
Nejsilnější akcie
Změna
Nejslabší akcie
Změna
HOCHTIEF AG (HOT)
+3,9 %
Symrise (SY1)
-1,8 %
Siemens Energy (ENR)
+3,8 %
Deutsche Telekom (DTE)
-1,5 %
Bayer (BAYN)
+3,6 %
Beiersdorf AG (BEI)
-1,2 %
MTU Aero Engines (MTX)
+3,3 %
Scout24 SE (G24)
-1,2 %
Infineon Technologies (IFX)
+3,1 %
SAP (SAP)
-1,0 %
Key Takeaways CNK emerges as the better buy, driven by strong operating momentum, premium expansion and earnings revisions.CNK gained 17.8% in three months versus MCS' 14.2%, while trading at a higher forward P/S of 1.24 versus 1.03.Marcus' 2026 EPS estimates have fallen 25% in 60 days, while Cinemark's have risen 12.7%, favoring CNK. Cinemark Holdings, Inc. (CNK - Free Report) and The Marcus Corporation (MCS - Free Report) — two established players in the movie exhibition industry — are benefiting from improving box-office trends, stronger audience engagement and rising demand for premium viewing experiences. Cinemark is capitalizing on record revenues, operating leverage and an expanding premium-format portfolio, while Marcus is gaining momentum from theater market-share gains, hotel diversification and improving free cash flow.
Both companies are investing in customer experiences, strategic pricing and loyalty initiatives to strengthen their competitive positions. However, differences in operating scale, growth opportunities and valuation make the investment decision more nuanced.
For investors seeking exposure to the ongoing theatrical recovery, which stock offers the more compelling buying opportunity right now? Let's take a closer look.
The Case for CNKCinemark’s strong operating momentum, supported by improving moviegoing demand, strategic pricing and disciplined cost management, bodes well. The company is capitalizing on a favorable theatrical environment while strengthening its operating efficiency and revenue-generating capabilities. Its focus on premium experiences, customer engagement and higher per-patron spending has translated into record performance, with adjusted EBITDA reaching $294 million and margins expanding to 27.1% in the second quarter of 2026. Robust free cash flow generation further underscores the strength of its operating model.
Premium viewing formats remain a major growth catalyst. During the first half of 2026, Cinemark added seven XD auditoriums, 12 ScreenX auditoriums, two IMAX auditoriums and 112 D-BOX-equipped auditoriums. Its global portfolio now includes approximately 350 premium large-format screens and 660 auditoriums featuring D-BOX technology. With considerable scope to introduce additional premium screens at existing locations, these investments should help capture growing demand for enhanced theatrical experiences, support higher ticket yields and strengthen its competitive positioning.
Cinemark is also leveraging digital capabilities to deepen customer engagement and encourage repeat visits. Its addressable customer base has reached approximately 40 million worldwide, providing a substantial platform for personalized marketing and targeted promotions. Management highlighted approximately 20% year-over-year growth in moviegoing frequency among audiences under 25, reflecting renewed enthusiasm for theatrical experiences among younger consumers. Its expanding digital outreach, influencer partnerships and customized campaigns should help translate this demand into sustained attendance and stronger customer loyalty.
Content diversification and concession initiatives provide additional growth opportunities. The rising popularity of creator-led films, anime, faith-based productions and foreign-language releases is helping Cinemark attract new audiences and broaden its revenue base. These offerings also provide opportunities to sustain attendance between major blockbuster releases. Meanwhile, the company’s focus on movie-themed merchandise, curated product assortments and inventory optimization is yielding encouraging results, with merchandise sales reaching a record $25 million in the second quarter. These initiatives, alongside strategic ticket pricing and premium-format penetration, should support continued growth in per-patron spending.
Financially, Cinemark remains focused on disciplined capital allocation and sustainable profitability. The company is prioritizing high-return investments in theater enhancements, selective acquisitions and new developments while maintaining balance sheet flexibility and returning excess capital to its shareholders. With approximately 40% of its cost structure fixed, improving attendance provides substantial operating leverage and opportunities for further margin expansion.
The Case for MCSMarcus is strengthening its growth prospects on the back of improving moviegoing demand, strategic pricing and resilient theater performance. The company's theater division continues to outperform the broader industry, with comparable admission revenues increasing 16.6% year over year in the second quarter of 2026, approximately five percentage points above domestic box-office growth. Comparable attendance rose 10.9%, while average admission prices and concession revenues per patron increased 5.2% and 2.4%, respectively. These gains helped theater-adjusted EBITDA climb nearly 37% to $36.3 million, reflecting healthy operating leverage and effective revenue management.
The company's extensive premium viewing capabilities provide another growth opportunity. Approximately 84% of Marcus' theater locations feature at least one premium large-format screen, while 75% of those locations offer multiple premium screens. Its proprietary UltraScreen and SuperScreen formats provide greater flexibility to accommodate competing releases and optimize auditorium utilization. Meanwhile, customer engagement initiatives, including Value Tuesdays, Marcus Mystery Movie and Marcus Movie Club, are designed to improve visit frequency and attract value-conscious audiences. The growing popularity of family-oriented films and original content is also supporting attendance across its predominantly Midwestern theater circuit.
Marcus is also focusing on operating efficiency and strategic pricing to strengthen theater profitability. Management indicated that approximately 50% of incremental theater revenues typically flow through to adjusted EBITDA, highlighting the business' operating leverage. The company continues to optimize ticket pricing while offering value-oriented promotions to encourage repeat attendance. Its focus on a broader mix of family films, original productions and premium experiences should help sustain audience engagement and support revenue growth.
However, Marcus faces certain near-term challenges. Management expects theater admission-price growth to moderate in the second half of 2026 as the company laps earlier pricing initiatives. Theater performance also remains sensitive to film-release schedules and regional audience preferences, while the business' high operating leverage makes profitability dependent on sustained attendance. In the hotel segment, fluctuations in airfare, fuel prices and broader economic conditions could affect leisure travel demand. Short booking windows in the transient segment and uneven demand patterns also create uncertainty around near-term revenue trends.
How Does the Zacks Consensus Estimate Compare for CNK & MCS?The Zacks Consensus Estimate for Cinemark’s 2026 sales suggests a year-over-year increase of 17.7%, and earnings per share (EPS) indicate a rise of 155.8%. In the past 60 days, earnings estimates for 2026 have increased 12.7%.
CNK Earnings Estimate Trend
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Marcus’ 2026 sales and EPS suggests year-over-year increases of 9.7% and 464.7%, respectively. In the past 60 days, earnings estimates for 2026 have declined 25%.
MCS Earnings Estimate Trend
Image Source: Zacks Investment Research
Price Performance & Valuation of CNK & MCSCinemark stock has appreciated 17.8% in the past three months, outperforming the industry’s 2.3% gain and the S&P 500’s 2.6% growth. Meanwhile, Marcus’ shares have gained 14.2% in the same time frame.
Cinemark is trading at a forward 12-month price-to-sales (P/S) multiple of 1.24, below the industry average of 2.44 over the last year. MCS’ forward 12-month P/S multiple sits at 1.03 over the same time frame.
Image Source: Zacks Investment Research
Buy CNK or Marcus Now?Cinemark stands out as the better investment choice, backed by strong operating momentum, premium-format expansion and favorable earnings revisions. Its focus on customer engagement, higher per-patron spending and operational efficiency supports sustained growth. Although CNK trades at a premium to MCS, its stronger revenue outlook, superior stock performance and Zacks Rank #1 (Strong Buy) make it the preferred pick for investors seeking exposure to the theatrical recovery.
Marcus remains well-positioned to benefit from improving moviegoing demand and its diversified operations. However, moderating admission-price growth, hotel-related uncertainties and downward earnings revisions temper its near-term appeal. With a Zacks Rank #3 (Hold), MCS appears better suited for existing shareholders, while investors seeking fresh exposure may favor CNK.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Cinemark Holdings (CNK - Free Report) , a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Cinemark Holdings currently has a Zacks Rank of #1 (Strong Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for CNK that show why this movie theater owner shows promise as a solid momentum pick.
A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It is also useful to compare a security to its industry, as this can help investors pinpoint the top companies in a particular area.
For CNK, shares are up 3.07% over the past week while the Zacks Film and Television Production and Distribution industry is up 2.03% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 5% compares favorably with the industry's 0.75% performance as well.
While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of Cinemark Holdings have risen 8.39%, and are up 50.23% in the last year. On the other hand, the S&P 500 has only moved 2.49% and 15.59%, respectively.
Investors should also take note of CNK's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now CNK is averaging 1,906,987 shares for the last 20 days..
Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with CNK.
Over the past two months, 6 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost CNK's consensus estimate, increasing from $2.36 to $2.66 in the past 60 days. Looking at the next fiscal year, 5 estimates have moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that CNK is a #1 (Strong Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Cinemark Holdings on your short list.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider International Flavors (IFF - Free Report) . This company, which is in the Zacks Chemical - Specialty industry, shows potential for another earnings beat.
This ingredients producer for food, cosmetics and consumer products industries has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 10.43%.
For the most recent quarter, International Flavors was expected to post earnings of $0.78 per share, but it reported $0.82 per share instead, representing a surprise of 5.13%. For the previous quarter, the consensus estimate was $1.08 per share, while it actually produced $1.25 per share, a surprise of 15.74%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for International Flavors lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
International Flavors currently has an Earnings ESP of +0.97%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 3, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in St Louis, Ameren (AEE - Free Report) is in the Utilities sector, and so far this year, shares have seen a price change of 8.19%. The utility is currently shelling out a dividend of $0.75 per share, with a dividend yield of 2.78%. This compares to the Utility - Electric Power industry's yield of 3.11% and the S&P 500's yield of 1.33%.
Looking at dividend growth, the company's current annualized dividend of $3.00 is up 5.6% from last year. Over the last 5 years, Ameren has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.11%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Ameren's current payout ratio is 56%, meaning it paid out 56% of its trailing 12-month EPS as dividend.
Looking at this fiscal year, AEE expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $5.40 per share, with earnings expected to increase 7.36% from the year ago period.
From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. However, not all companies offer a quarterly payout.
For instance, it's a rare occurrence when a tech start-up or big growth business offers its shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, AEE is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
The market expects Entergy (ETR - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on November 2, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis power company is expected to post quarterly earnings of $1.71 per share in its upcoming report, which represents a year-over-year change of +11.8%.
Revenues are expected to be $4.16 billion, up 9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 12.63% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Entergy?For Entergy, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.01%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Entergy will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Entergy would post earnings of $0.94 per share when it actually produced earnings of $1.03, delivering a surprise of +9.57%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Entergy appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Utility - Electric Power industry, Exelon (EXC - Free Report) , is soon expected to post earnings of $0.81 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -5.8%. Revenues for the quarter are expected to be $6.87 billion, up 2.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Exelon has been revised 1% down to the current level. Nevertheless, the company now has an Earnings ESP of -1.86%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Exelon will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In The Ensign Group To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in The Ensign Group between February 10, 2022 and June 18, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - October 26, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against The Ensign Group, Inc. ("The Ensign Group" or the "Company") (NASDAQ: ENSG) and reminds investors of the December 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
, /PRNewswire/ -- AppLovin Corporation (NASDAQ: APP) faces a securities class action seeking to represent investors who purchased or otherwise acquired AppLovin securities between February 12, 2026 and August 5, 2026.
The suit follows the publication of a concerning analyst report on July 13, 2026 and the company's August 5, 2026 Q2 2026 financial results, each of which drove the price of AppLovin shares sharply lower.
The developments have prompted national shareholders rights firm Hagens Berman to open an investigation into claims that AppLovin violated the securities laws and urge AppLovin investors who suffered substantial losses to submit your losses now.
Class Period: Feb. 12, 2026 – Aug. 5, 2026
Lead Plaintiff Deadline: Nov. 16, 2026
Visit: www.hbsslaw.com/app
Direct Contact Email: [email protected]
Firm Telephone: 844-916-0895
Video: youtu.be/c5nqdaiWyls
AppLovin Corporation (APP) Securities Class Action:
AppLovin provides end-to-end AI-powered advertising solutions for businesses to reach, monetize, and grow their global audience.
To investors, "uplift" is possibly the most critical driver of the company's revenue growth. The company improves its AI model to increase uplift, better matching the exact right ad to the exact right user at the exact right millisecond. In turn, this uplifts advertisers' return on ad spend, increases their advertising budgets, and (for AppLovin) accelerates high-margin revenue.
The lawsuit is focused on the propriety of AppLovin's statements about model improvements and uplift.
Most recently, several weeks into AppLovin's Q2, during its May 6, 2026 Q1 2026 earnings call, management left investors with high expectations for uplift and revenue growth.
CEO Adam Foroughi said that the most important milestone investors should focus on was the company's "improving the underlying model." He emphasized that "[l]ast quarter earnings, I mentioned we just had one new model that had just created an uplift[]" and "[t]he one we had a couple of weeks ago was quite substantial." He also explained, "that's why I highlighted […] that we saw a big acceleration going exiting the quarter[,]" and "then, April Q2, bigger than any quarter that we had[.]"
Investors' expectations began to unravel on July 13, 2026, when a prominent analyst published a report highlighting a lack of immediate advertiser influx following the general availability launch of AppLovin's advertising tools. In response, the price of AppLovin shares tumbled $64.13 (-12.6%).
Then, on August 5, 2026, the company reported its Q2 2026 revenue that was below midpoint. In apparent contrast to the "big acceleration," management said "[o]ur pace of meaningful model improvement was lighter than normal during the quarter[]" and "we didn't get the same level of model uplift we've seen in recent quarters[.]" This news drove the price of AppLovin shares crashing another $82.13 (-19.6%).
Between the two drops, the company lost over $44 billion of its market capitalization.
"We're focused on when during Q2 AppLovin first knew that the uplift and revenue acceleration investors had come to expect wasn't happening," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in AppLovin and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »
Whistleblowers: Persons with non-public information regarding AppLovin should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
NEW YORK, Oct. 26, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in AppLovin Corporation (NASDAQ: APP) that a class action has been filed on behalf of shareholders who purchased securities between February 12, 2026 and August 5, 2026. Check if you might be eligible to recover your investment losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
AppLovin reported second quarter 2026 revenue of $1.92 billion against consensus estimates of $1.94 billion. APP shares fell $82.13, or 19.66%, to close at $335.67 on August 6, 2026, down $171.31 from the Class Period high of $506.98 reached on July 12, 2026. The lead plaintiff deadline is November 16, 2026.
The Promise
The company projected a compounding growth engine: better AI models delivered better returns for advertisers, advertisers moved more budget onto the platform, and the resulting data improved the models again. On May 6, 2026, management described that mechanism as "a virtuous cycle, and it is working," told investors the Company had "100% seen faster improvements to the models, both across the consumer business and the gaming business," and added that "we don't really see a reason why that's going to slow down." On the same call, the generative AI video creative feature for the AppLovin Ads platform was described as in testing, with a plan to "roll it out to all accounts shortly."
The Reality
Results revealed a different picture on August 5, 2026. Management stated that the "pace of meaningful model improvement was lighter than normal during the quarter" and that the next step-up "landed just after quarter end." On the video tool, investors were told: "We're not at the point where we can yet get a high-quality video for 30 to 60 seconds in the hand of an advertiser out of the box. So that's still [a] work in progress."
Promise vs. Actual: By the Numbers
Promised in March 2026: a 20% to 30% growth framework supported by "directed model enhancements and recursive learning" occurring "on an ongoing basis." Actual: single-digit second quarter growth, the weakest of the prior 12 quarters.Promised in May 2026: the generative AI video tool rolled out "to all accounts shortly." Actual, August 5, 2026: "still [a] work in progress."Anticipated second quarter revenue: $1.94 billion. Reported: $1.92 billion.Class Period high: $506.98 per share. Close after the second quarter disclosure: $335.67 per share.During the Class Period, the individual defendants sold 260,065 shares for more than $109.1 million in proceeds, the complaint alleges. The gap demonstrates, according to the lawsuit, that the constancy of AI model improvement and the readiness of the video tool were overstated while investors purchased at allegedly inflated prices.
"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The complaint alleges that AppLovin investors were told model gains had no reason to slow down weeks before the Company reported that the pace of meaningful improvement had been lighter than normal." -- Joseph E. Levi, Esq.
Learn more about the case or call (212) 363-7500.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com | Attorney Advertising. Prior results do not guarantee similar outcomes.
Frequently Asked Questions About the APP Lawsuit
Q: What specific misstatements does the APP lawsuit allege? A: The complaint alleges AppLovin made materially false or misleading statements regarding the constancy and reliability of improvements to its AI advertising models and the development status of its generative AI video creative tool during the Class Period. When the Company reported second quarter revenue of $1.92 billion, disclosed that the pace of meaningful model improvement had been "lighter than normal," and described the video tool as "still [a] work in progress," the stock price declined sharply.
Q: When did AppLovin allegedly mislead investors? A: The Class Period runs from February 12, 2026 to August 5, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.
Q: What court was the APP class action filed in? A: The case was filed in the United States District Court for the Northern District of California, governed by the Private Securities Litigation Reform Act of 1995.
Q: What do APP investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.
Q: What documents do I need to to submit my information? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What if my APP losses are small -- is it still worth contacting a lawyer? A: Yes. There is no minimum loss amount required to participate as a class member.
Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution. Timing depends on the court schedule, case developments, and whether the matter is dismissed, settled, or litigated further.
Q: Can I join a different law firm's lawsuit instead? A: Yes. Investors may choose which law firm to contact. Multiple firms often file competing complaints. The court may consolidate related cases and appoint a single lead counsel.
NEW YORK, Oct. 26, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against AppLovin Corporation (“AppLovin” or the “Company”) (NASDAQ: APP) on behalf of investors that purchased or otherwise acquired AppLovin securities between February 12, 2026 and August 5, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in AppLovin and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 16, 2026 for an opportunity to be lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges, among other things, that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that “(i) the generative AI video creative feature for the Company’s AppLovin Ads platform was subject to significant development delays, making its release on the Company’s timeline unlikely,” and “(ii) Defendants overstated the constancy with which AppLovin was improving its AI models.”
According to the complaint, the truth began to emerge on July 13, 2026, when a Bank of America Securities analyst published a note raising concerns over the rollout of AppLovin Ads to all advertisers. Following publication of the note, AppLovin’s stock price fell $64.13 per share, or 12.65%, on July 13, 2026. Then, on August 5, 2026, according to the complaint, AppLovin reported revenue below consensus estimates and also revealed that its generative AI video tool was “still [a] work in progress.” On this news, AppLovin’s stock price fell $82.13 per share, or 19.66%, on August 6, 2026.
CLICK HERE TO LEARN MORE
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Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
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Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Huntsman (HUN - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on November 2, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis chemical company is expected to post quarterly earnings of $0.07 per share in its upcoming report, which represents a year-over-year change of +333.3%.
Revenues are expected to be $1.6 billion, up 9.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.22% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Huntsman?For Huntsman, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +36.14%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Huntsman will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Huntsman would post earnings of $0.06 per share when it actually produced break-even earnings, delivering a surprise of -100.00%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Huntsman appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Chemical - Diversified industry, LyondellBasell (LYB - Free Report) , is soon expected to post earnings of $2.73 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +170.3%. This quarter's revenue is expected to be $8.47 billion, up 9.7% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for LyondellBasell has been revised 8.2% up to the current level. Nevertheless, the company now has an Earnings ESP of -1.18%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that LyondellBasell will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Talos Energy (TALO - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
As such, the Zacks rating upgrade for Talos Energy is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
For Talos Energy, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Talos EnergyFor the fiscal year ending December 2026, this independent oil and gas company is expected to earn $1.81 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for Talos Energy. Over the past three months, the Zacks Consensus Estimate for the company has increased 332%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Talos Energy to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
The Phase 3 Failure That Sent Biotech Winners and Losers in Opposite DirectionsAlnylam Pharmaceuticals NASDAQ: ALNY outlined early clinical data for brezosiran, an investigational RNA interference therapy for Huntington’s disease, reporting dose-dependent reductions in cerebrospinal fluid mutant huntingtin after a single intrathecal dose and plans to begin a placebo-controlled pivotal study in 2027, pending regulatory alignment.
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Huntington’s disease is a progressive, fatal inherited neurodegenerative disorder caused by an expanded CAG repeat in the huntingtin gene. The disease can affect movement, cognition and mood, and Alnylam estimates that more than 100,000 symptomatic patients live globally. There are currently no approved disease-modifying treatments.
Exon 1 Strategy Targets Multiple Huntingtin Forms Alnylam Stock Soars 65%: Find Out What’s Behind the GainsBrezosiran, previously called ALN-HTT02, is designed to target a sequence in Exon 1 of the huntingtin gene. Alnylam said this approach is intended to reduce both full-length mutant huntingtin and a shorter form known as huntingtin 1a, as well as wild-type huntingtin.
Kevin Sloan, Alnylam’s vice president of development programs and program lead for brezosiran, said prior huntingtin-lowering programs have often targeted sequences downstream of Exon 1, meaning they may lower full-length huntingtin without directly addressing huntingtin 1a.
3 biotech powerhouses poised to thrive amid sector rebound“We ultimately selected” an inclusive Exon 1-targeting approach “designed to lower all relevant huntingtin species in the CNS,” Sloan said.
Gill Bates, professor of molecular neuroscience and co-director of the Huntington’s Disease Centre at University College London, discussed research suggesting huntingtin 1a may contribute meaningfully to disease biology. She said somatic expansion of the CAG repeat in vulnerable neurons is believed to be an early event in Huntington’s disease pathogenesis.
Bates described three mouse-model studies published this year that examined the effects of reducing huntingtin 1a. In one study, preventing production of huntingtin 1a delayed aggregation and normalized certain cerebrospinal fluid biomarkers while full-length mutant huntingtin remained present. Other studies found that approaches lowering huntingtin 1a alongside full-length mutant huntingtin had larger effects on aggregation and transcriptional dysregulation than approaches aimed only at full-length huntingtin.
However, Bates said it remains difficult to measure huntingtin 1a in living patients because it may be produced in relatively small populations of cells with highly expanded repeats and may remain trapped in cellular aggregates. She said reductions in full-length huntingtin could potentially serve as an indirect indicator of huntingtin 1a lowering for therapies directed at Exon 1.
Initial Phase Ib Data Showed Up to 83% Individual Reductions Toby Ferguson, Alnylam’s senior vice president and head of neuroscience, presented initial results from an ongoing randomized, double-blind, placebo-controlled phase Ib study in patients with stage 2 or early stage 3 Huntington’s disease. The trial enrolled patients between ages 25 and 70 with more than 39 CAG repeats in Canada, Germany and the United Kingdom.
The data cut included five dose cohorts with up to three months of follow-up after one intrathecal administration of brezosiran. The study’s primary endpoint is safety and tolerability, while secondary measures include cerebrospinal fluid and plasma pharmacokinetics and changes in cerebrospinal fluid mutant huntingtin.
Using two assays, including a newer mutant huntingtin NULISA assay, Alnylam reported dose-dependent reductions in cerebrospinal fluid mutant huntingtin. At the highest evaluated dose, the company reported mean reductions of 60% to 64% at month three, with maximum individual reductions of up to 83%.
Ferguson said the NULISA assay avoided lower-limit-of-quantification issues observed with a traditional assay, particularly after deeper huntingtin lowering.
Safety Findings and Development Plans Alnylam said adverse events occurred in most participants, as is common in neurodegenerative-disease studies, but reported no dose-related increase in serious or severe adverse events across the five cohorts. There were no deaths or treatment discontinuations due to adverse events.
The company reported two severe and serious events in one dose group: a radius fracture and likely bacterial meningitis. It also reported an acute myocardial infarction that resolved with sequelae and a resolved post-lumbar puncture syndrome in that same dose group. A severe, non-serious headache in another group had resolved.
Ferguson said cerebrospinal fluid white blood cell counts and protein levels were similar between treated and placebo participants, with no evidence to date of dose-related central nervous system inflammation. The company also reported no dose-dependent increases in cerebrospinal fluid neurofilament light chain, a biomarker associated with neuronal injury, and no dose-dependent changes in ventricular volume on MRI.
“Our findings to date do not establish clinical efficacy,” Ferguson said, adding that longer and larger studies will be required.
Participants may enter an open-label extension in which they can receive brezosiran every six months. Alnylam said the extension will help characterize longer-term safety and explore potential efficacy trends, though Ferguson said it may take 24 to 36 months to meaningfully assess clinical effects in Huntington’s disease.
The company plans to pursue a placebo-controlled pivotal study beginning in 2027, subject to regulatory discussions. Alnylam said the trial is intended to determine whether brezosiran can slow disease progression and would, to its knowledge, be the first placebo-controlled test of the huntingtin 1a-lowering hypothesis.
About Alnylam Pharmaceuticals (NASDAQ:ALNY)Alnylam Pharmaceuticals, Inc is a biopharmaceutical company focused on developing and commercializing medicines based on RNA interference (RNAi). The company's therapies are designed to silence specific genes involved in disease, with the goal of addressing the underlying causes of genetic and other serious conditions.
Alnylam's marketed products include ONPATTRO (patisiran) and AMVUTTRA (vutrisiran) for hereditary transthyretin-mediated amyloidosis, GIVLAARI (givosiran) for acute hepatic porphyria, and OXLUMO (lumasiran) for primary hyperoxaluria type 1.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Key Takeaways Ameriprise's Q3 earnings and revenues are projected to rise 16.9% and 9.1% y/y, respectively.AMP's AUM and AUA are expected to grow 6.3% to $1.76T, supported by overall net inflows.Ameriprise's fee income growth may aid Q3 results, while higher technology and hiring costs could weigh. Ameriprise Financial, Inc. (AMP - Free Report) is slated to announce third-quarter 2026 results on Oct. 29, before market open. Its quarterly revenues and earnings are expected to have risen year over year.
In the last reported quarter, AMP’s earnings beat the Zacks Consensus Estimate. An increase in revenues, and higher assets under management (AUM) and assets under administration (AUA) balances acted as tailwinds. Conversely, an increase in expenses was a headwind.
Ameriprise has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in the trailing four quarters, the average beat being 5.6%.
Q3 Estimates & Key Factors to Note for AmeripriseThe Zacks Consensus Estimate for AMP’s management and financial advice fees (constituting more than 60% of total net revenues) is pegged at $3.18 billion, suggesting a 13.2% rise from the prior-year quarter’s reported number.
The consensus estimate for distribution fees of $582 million indicates a year-over-year increase of 8%. The consensus mark for other revenues of $141 million suggests 8.5% growth.
The consensus estimate for premiums, policy and contract charges is pegged at $380 million, implying a year-over-year rise of 22.9%.
Alternatively, the consensus estimate for net investment income of $836 million suggests a year-over-year decline of 9.1%.
Overall net inflows are expected to have driven the company’s total AUM and AUA balance. The Zacks Consensus Estimate for total AUM and AUA is pegged at $1.76 trillion, indicating a rise of 6.3% from the year-ago quarter’s actual.
While Ameriprise’s initiatives to focus on cost management have led to controlled general and administration expenses, overall costs are anticipated to have been elevated in the to-be-reported quarter due to those related to technology upgrades and hirings.
Earnings Whispers for AmeripriseAccording to our proven model, the chances of Ameriprise beating the Zacks Consensus Estimate for earnings are low this time around. This is because it does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better, which is required to be confident of an earnings surprise call.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Ameriprise has an Earnings ESP of +0.38%.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).
Ameriprise’s Q3 Earnings & Sales EstimatesThe Zacks Consensus Estimate for the company’s quarterly earnings is pegged at $11.60 per share, which indicates a rise of 16.9% from the prior-year quarter’s actual. The consensus estimate has been unchanged over the past seven days.
The consensus estimate for total quarterly sales is pegged at $5.03 billion, which suggests a 9.1% year-over-year increase.
Finance Stocks Worth a LookHere are a couple of finance stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time:
The Earnings ESP for Robinhood Markets (HOOD - Free Report) is +0.22% and it flaunts a Zacks Rank #1 (Strong Buy) at present. The company is expected to report third-quarter 2026 results on Oct. 27. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past seven days, the Zacks Consensus Estimate for HOOD’s quarterly earnings has been revised higher to 56 cents per share.
BGC Group, Inc. (BGC - Free Report) is scheduled to announce quarterly results on Nov. 5. The company currently has an Earnings ESP of +1.49% and a Zacks Rank #2 (Buy).
Quarterly earnings estimates for BGC have been unchanged at 34 cents per share over the past week.
Key Takeaways Anthropic Announced Its Intention to File for IPOFed Decision on Interest Rates Comes Mid-WeekVZ, ARLP Report This Morning, MSFT, GOOGL, AMZN Later This Week Monday, October 26th, 2026
The big news out 25 minutes before Monday’s opening bell, Claude AI parent Anthropic has filed for its public Initial Public Offering (IPO). The San Francisco-based company will trade under the ticker ANT on the Nasdaq, and the IPO will be underwritten by Goldman Sachs (GS - Free Report) and Morgan Stanley (MS - Free Report) . No valuation or offering size is yet available in the company’s first S1, but estimates are around $1.5 trillion in market cap — perhaps as high as $2 trillion.
The key for the company — as well as for other agentic AI companies like OpenAI, which is also expected to go public at some point — is how they will navigate the hundreds of billions of dollars in infrastructure commitments, and whether the AI buildout will be slowing. The amount of compute looks to bring impressive margin expansion for the company, as we’ve seen in the years the company has remained private.
What to Expect from the Trading Week: PCE, Mag 7 Earnings
Our market headlines may be dominated by Anthropic news this week, but otherwise the biggest news is likely to be the Personal Consumption Expenditures (PCE) report out on Thursday. This had been routinely cited as the most important inflation metric for the Fed, and expectations are for higher inflation levels as of September: +3.7% on headline and +3.1% on core (minus food and energy expenditures), above the +3.4% and +3.0%, respectively, from the prior week.
Speaking of the Fed, Wednesday afternoon will also give us a new decision on interest rate policy from its two-day Federal Open Market Committee (FOMC) meeting. Expectations are for no move following recent economic data, holding at a range of +3.75-4.00% after September’s 25 basis-point (bps) hike. (Odds are much higher for another raise by 25 bps in the final FOMC meeting of the year, in December.)
Three “Mag 7” companies will be reporting this week, as well: Microsoft (MSFT - Free Report) and Alphabet (GOOGL - Free Report) on Wednesday after the close, and Amazon (AMZN - Free Report) Thursday afternoon. While Microsoft and Amazon currently carry Zacks Rank #3 (Hold) ratings, Alphabet is a Zacks Rank #2 (Buy) at this hour. All expect growth on both top and bottom lines, with most of these (all but Amazon’s earnings growth) expected in double digits.
Q3 Earnings at a Glance: VZ, ARLP
Ahead of the opening trading session for the week, Verizon (VZ - Free Report) beat bottom-line estimates by 4 cents to $1.31 per share, on slightly weaker-than-expected $34.31 billion in revenues, -1.43% from the Zacks consensus. The telecom giant raised future guidance, but analysts are considering whether SpaceX’s (SPCX) will be competing in Verizon’s area before long. Shares are down -0.9% but still up +9% year to date. For more on VZ’s earnings, click here. https://www.zacks.com/stock/news/3014551/verizon-communications-vz-q3-earnings-surpass-estimates
Coal energy provider Alliance Resource Partners (ARLP - Free Report) posted a strong +34% positive earnings surprise, to $1.10 per share from expectations for $0.82 in the quarter. Revenues of $603.0 million easily beat the $588.8 million projected. Coal grew +7.9% quarter over quarter, +13.1% year over year. Oil and gas revenues came in at record levels, following recent acquisitions in the space.
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3 Stocks Using Bitcoin to Grow Their Treasury ReservesAlliance Resource Partners NASDAQ: ARLP reported higher third-quarter 2026 revenue, earnings and adjusted EBITDA, supported by stronger coal shipments, the return of longwall production at its Hamilton mine and the first full-quarter contribution from its AllDale III and IV oil-and-gas royalty acquisition.
Total revenue increased 5.5% from a year earlier to $603 million. Net income attributable to ARLP rose 46.8% to $139.6 million, or $1.08 per basic and diluted limited partner unit, while adjusted EBITDA attributable to ARLP increased 26.3% to $233.9 million.
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Peabody Energy is a Double Threat Energy and Steel Play Results also improved sequentially from the second quarter. Revenue rose 9.3%, net income increased 75.5%, and adjusted EBITDA attributable to ARLP grew 26.4%.
The partnership said net income benefited from a $16.5 million increase in the fair value of digital assets and a $6.3 million non-cash gain from remeasuring its prior equity interest in AllDale III following the acquisition of AllDale III and IV. Those gains were partly offset by higher income-tax expense and a $7.3 million loss on derivative instruments assumed in the acquisition, including $6.7 million that was unrealized.
3 High-Yield Energy MLPs: A Stable Way to Invest in EnergyBeginning this quarter, ARLP changed its adjusted EBITDA presentation to include non-controlling interests and report adjusted EBITDA attributable to ARLP, excluding amounts attributable to non-controlling interests in AllDale III and IV and Cavalier Minerals. Prior-period figures were adjusted to conform with the revised presentation.
Coal operations benefit from higher volumes and lower costs Coal sales volumes reached 9.3 million tons, up 7.4% year over year and 9.2% sequentially. Coal segment adjusted EBITDA increased 18.6% from the prior-year quarter to $186.8 million, as higher volumes and lower expenses per ton outweighed lower average realized pricing.
Average coal sales price declined 8.3% year over year to $53.93 per ton, primarily because of a larger mix of lower-priced Tunnel Ridge volumes. Segment adjusted EBITDA expense per ton improved 13.1% to $35.64. The resulting spread between sales price and EBITDA expense widened to $18.29 per ton from $16.19 per ton in the second quarter.
In the Illinois Basin, volumes increased 6.4% year over year to 7 million tons, driven by Hamilton’s resumption of longwall production. Illinois Basin adjusted EBITDA rose 32.6% to $139.8 million, while adjusted EBITDA expense per ton fell 10.2% to $31.77.
Appalachia coal sales volumes climbed 10.7% to 2.3 million tons on strong Tunnel Ridge sales. However, average pricing in the region fell 25.1% to $62.35 per ton due to the larger Tunnel Ridge sales mix. Appalachia expense per ton improved 19.9% to $46.25.
Chairman, President and Chief Executive Officer Joe Craft said Hamilton set monthly production records in July and August after returning from an extended move and was the company’s lowest-cost operation during the quarter. He said the fourth quarter’s Illinois Basin cost performance should be comparable, while 2027 should benefit from a full year of Hamilton production.
Mettiki agreement restores production plans ARLP also announced a new multiyear coal supply agreement for its Mettiki operation, which had suspended mining after the partnership issued a WARN notice during the first quarter. The agreement will allow the mine and nearly 150 miners to return to production.
The mine is transitioning from longwall mining to two room-and-pillar sections operating two shifts per day by the end of the first quarter of 2027. ARLP expects Mettiki’s 2027 production to be about 550,000 tons higher than its 2026 production, with lower EBITDA expense per ton.
Craft said the agreement with Mettiki’s largest historical customer reflected the mine’s importance to the customer’s security of coal supply as it evaluates electricity demand tied to data-center contracts. He added that the revised mining approach could provide flexibility to participate selectively in the export metallurgical coal market.
ARLP said it added 4.2 million committed and priced coal tons through 2028 during the quarter. It has 31.7 million tons committed and priced for 2027, including 700,000 tons related to Mettiki’s new agreement. Export commitments total 3.7 million tons for 2026 and 3 million tons for 2027.
Craft said export volumes have exceeded expectations, although barge capacity constraints and higher transportation costs could limit growth. If logistics conditions improve, he said ARLP could potentially exceed this year’s coal sales volumes by 500,000 to 1 million tons without additional investment or operational changes.
Royalty business posts record revenue and volumes Total royalty revenue rose 52.5% year over year to $87.5 million, while royalty segment adjusted EBITDA attributable to ARLP increased 40% to $61.8 million.
The oil-and-gas royalty segment recorded quarterly records of $59.8 million in revenue and 1.45 million barrels of oil equivalent in volumes, largely reflecting the AllDale III and IV acquisition. Oil-and-gas royalty adjusted EBITDA attributable to ARLP increased 61.4% from a year earlier to $43.6 million.
Average sales price per barrel of oil equivalent rose 15.5% year over year to $41.21, as higher realized crude prices more than offset a greater natural-gas weighting after the acquisition. Sequentially, the average price declined 16.6% due to lower realized crude prices and the higher natural-gas mix.
Chief Financial Officer Cary Marshall said ARLP expects volume growth in 2027 even without further acquisitions, while also continuing to pursue royalty acquisitions and reinvest cash flow from the business. The partnership is completing reserve studies and expects to provide 2027 guidance with fourth-quarter results in February.
Cash flow strengthens as company tightens outlook Free cash flow totaled $198.6 million in the quarter, while distributable cash flow rose about 29% from a year earlier to $136.8 million. Distribution coverage increased to 1.76 times.
At Sept. 30, total debt and finance leases stood at $679.9 million, with net debt of $595 million. Total and net leverage were 0.89 times and 0.78 times trailing 12-month adjusted EBITDA attributable to ARLP, respectively. The partnership ended the quarter with $430.8 million of liquidity and held 673 Bitcoin valued at $56.3 million.
Marshall said ARLP expects to amortize a new $150 million, 18-month minerals debt facility using cash flow from its minerals business. Craft said the partnership intends to maintain distribution coverage of at least 1.5 times on a sustained basis before considering an increase in its distribution.
For 2026, ARLP tightened its coal guidance and now expects sales volumes of 34.5 million to 35.5 million tons, coal sales pricing of $54.25 to $54.75 per ton, and segment adjusted EBITDA expense of $37.50 to $38.50 per ton.
About Alliance Resource Partners (NASDAQ:ARLP)Alliance Resource Partners, L.P. NASDAQ: ARLP is a diversified natural resource company headquartered in Tulsa, Oklahoma. The company's primary business is the production and marketing of coal, which it supplies to electric utilities and industrial customers in the United States.
Alliance Resource Partners operates coal mines in the Illinois Basin and Appalachia, producing primarily thermal coal used for electricity generation. Its operations include underground and surface mining, coal processing, transportation and marketing activities.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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The S&P 500 remains in a confirmed uptrend, yet a big slice of the market isn't along for the ride. Money keeps crowding into the same mega-cap leaders, and plenty of solid companies sit below their 50-day moving averages even as their earnings outlooks hold up.
That gap between price and fundamentals is where opportunity tends to hide. When everyone chases a handful of names, everything else gets marked down, sometimes for reasons that don't survive a closer look.
Four stocks fit that profile: a Latin American e-commerce leader, a GLP-1 drugmaker trading at a discount, a government software provider shaking off AI fears and a speculative biotech awaiting a major regulatory decision. Each has been knocked down. Each also has something that could change the conversation.
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The real question isn't whether these stocks are cheap. It's whether the market has priced them for a future worse than the one actually unfolding.
Market Concentration Leaves Quality Stocks Trading at a DiscountThe eight largest stocks in the S&P 500 now account for more than 35% of the index's total market value, according to Alexander Green, chief investment strategist at The Oxford Club. Investors keep piling into Microsoft NASDAQ: MSFT, NVIDIA NASDAQ: NVDA, Oracle NYSE: ORCL and the other hyperscalers—the cloud giants funding the AI buildout.
That leaves the other 492 stocks, plus smaller and foreign companies, overlooked. Many have earnings prospects their share prices don't yet reflect, in Green's view, and share prices follow earnings over time. The backdrop helps, with a solid economy, full employment, and a consensus estimate Green cites of roughly 30% third-quarter profit growth.
Post-Midterm Seasonality Gives Beaten-Down Stocks a Historical TailwindThe calendar adds another push. The nine months after a midterm election, covering the fourth quarter and the following two quarters, have historically been a strong stretch for stocks, a pattern money manager Ken Fisher calls the "midterm miracle." Green puts the average gain at about 19.5%, roughly double the S&P 500's typical annual return near 10%.
Party control barely matters. Gridlock or a sweep, markets tend to rally once policy uncertainty clears. History is no promise, but it keeps the door open for beaten-down names with improving earnings.
Latin American E-Commerce and GLP-1 Drugs Bring Global Growth at a DiscountMercadoLibre Today
$1,651.42 -158.73 (-8.77%)
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$2,251.88
The United States makes up about 25% of the global economy and 4.2% of the world's population, per Green, who spent his first 16 years on Wall Street helping Americans invest abroad. International stocks look cheap after years of lagging, and they add currency diversification if the dollar weakens.
MercadoLibre NASDAQ: MELI, often called the Amazon of Latin America, dominates e-commerce in a fragmented region where online shopping is still gaining ground. Green argues that its grip there is stronger than that of Amazon NASDAQ: AMZN in the United States. The stock faltered on margin worries tied to spending for long-term growth, a concern he considers overdone. Evidence that the spending is converting into earnings could shift sentiment, which makes margins the line to watch.
Novo Nordisk A/S Today
NVO
Novo Nordisk A/S
$38.94 -0.11 (-0.29%)
As of 01:08 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$35.12▼
$64.162.11%
9.53
$59.44
Novo Nordisk NYSE: NVO, maker of the GLP-1 weight-loss drug Wegovy, slid after multiple earnings misses and rising competition from category leader Eli Lilly NYSE: LLY.
Green sees room for both. Insurers and governments are expanding coverage as these drugs are linked to less heart disease, diabetes and other obesity-related illnesses and patients who stop often regain the weight.
He describes the stock as trading below 10 times earnings with a large dividend yield. Pipeline approvals and earnings surprises could change the story.
The Oxford Club recently added the stock back to its portfolio after an earlier position was stopped out with what Green described as a 123% gain.
AI Fears Overshoot the Fundamentals in Government SoftwareTyler Technologies Today
TYL
Tyler Technologies
$381.52 -8.62 (-2.21%)
As of 01:08 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$270.71▼
$517.5150.68
$456.67
Tyler Technologies NYSE: TYL sells software that helps local, state, federal, and foreign governments handle everything from building permits to appointment scheduling. Government contracts are hard to win and hard to lose, which keeps earnings unusually stable.
The stock got swept into this year's software-as-a-service (SaaS) sell-off on fears that AI would make such platforms obsolete. Green calls that overblown, arguing AI should augment Tyler's tools rather than replace them, a case Salesforce NYSE: CRM CEO Marc Benioff has made about his own business.
Shares have bounced in the short term but remain in a longer-term downtrend. Rising earnings are what could turn the bounce into a trend.
A Pre-Revenue Biotech Offers a Speculative Bet on an FDA CatalystSummit Therapeutics Today
SMMT
Summit Therapeutics
$14.56 -0.91 (-5.88%)
As of 01:08 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$12.07▼
$29.23$28.61
Summit Therapeutics NASDAQ: SMMT is the high-risk name on the list. The pre-revenue biotech's lead lung cancer drug has shown strong results in Chinese trials, and Green expects a U.S. FDA decision in mid-November, with more trial data from China due in the fourth quarter. Approval would pit it against Merck NYSE: MRK and its category-leading Keytruda.
Shares have traded as high as about $33 over the past 18 months before falling below $15, per Green, who notes that famed biotech investors the Baker Brothers hold a large stake.
He suggests a small position and taking at least half off on a big pop. For traders, he floated November call options, which pay off only if the catalyst delivers.
Earnings and Hard Catalysts Could Close the Gap for Beaten-Down StocksMargin worries at MercadoLibre, earnings misses at Novo Nordisk, the AI scare around Tyler Technologies and the regulatory wait at Summit Therapeutics knocked these four stocks down. What connects them is a market pricing in disappointment that the fundamentals may not deliver. None of these setups depends on the mega-cap leaders stumbling. They depend on earnings and catalysts actually showing up.
The upside is a rerating as results improve, possibly aided by the post-midterm pattern. The risk is that skepticism proves right, through thinner margins, further share loss to Eli Lilly, renewed software pressure or an FDA rejection that could send Summit sharply lower.
Green manages that risk with trailing stops. With a 25% stop on a stock bought at $20, the exit starts at $15 and rises with the price, reaching $22.50 at $30. Profits run while losses stay small.
Stay focused on earnings revisions and catalyst dates, because that's what moves beaten-down stocks back toward fair value.
Green and his team at The Oxford Club have also published a special report on Phase 2 of the AI story, focused on companies the market hasn't caught onto yet. Get Alexander Green's special report on the next phase of AI stocks.
Should You Invest $1,000 in MercadoLibre Right Now?Before you consider MercadoLibre, you'll want to hear this.
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California Resources (CRC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Key Takeaways SMCI is expanding AI rack-scale systems and liquid cooling, but rising inventory remains a concern.Fabrinet's fiscal Q4 2026 data center revenues surged 68% year over year to $669 million.Fabrinet is expanding manufacturing capacity and preparing hyperscaler-direct transceiver programs.
Super Micro Computer (SMCI - Free Report) and Fabrinet (FN - Free Report) are two prominent AI value chain suppliers benefiting from the expansion of AI infrastructure, but they occupy different parts of the supply chain. While Super Micro Computer offers a broad portfolio of rack-scale Total IT Solutions, including complete servers, storage systems, blade servers, subsystems and server management software, Fabrinet provides advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services to original equipment manufacturers.
With the AI industry growing, both stocks are set to benefit. So the question remains: Which stock has more upside potential? Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case.
The Case for SMCI StockSuper Micro Computer remains positioned to benefit from expanding AI infrastructure demand, supported by rapid adoption of new GPU platforms, its modular Building Block architecture, liquid-cooling expertise and a broader Data Center Building Block Solutions (DCBBS) offering. The company is benefiting from its emphasis on early availability of new AI systems as a competitive advantage. In fourth-quarter fiscal 2026, the company was shipping volume products across NVIDIA’s GB300 NVL72, HGX B300, B200 NVL4 and RTX 6000 Pro lines.
It is also preparing systems based on NVIDIA Vera Rubin and Vera CPU platforms. With AMD, Super Micro Computer launched the Helios product line and MI450 Total Solution while continuing to support MI350 and MI355X systems. Super Micro Computer is adding enterprise and channel customers. Enterprise and channel revenues represented 31% of fiscal 2026 sales and increased 39% year over year. In fourth-quarter fiscal 2026, the category accounted for 50% of revenue compared with 28% in the prior quarter, as customers upgraded compute, storage and networking infrastructure.
The company also increased the number of customers generating more than $1 billion of annual revenue to nine in fiscal 2026 from four in fiscal 2025. SMCI is positioning itself as a one-stop provider for the infrastructure required to build and operate AI factories and modern data centers with its DCBBS that combine rack-scale systems, networking, power, cooling, software and deployment services into an integrated solution. This approach can simplify data center construction and help customers accelerate the deployment of increasingly power- and cooling-intensive AI infrastructure.
The portfolio includes liquid-cooling solutions, such as in-rack coolant distribution units (CDUs), chilled doors and cooling towers. The company says its in-rack CDUs can support cooling capacity of up to 250 kilowatts, while cooling towers can support between 1 and 50 megawatts. Such capabilities are increasingly important as high-performance AI systems generate substantially more heat than conventional computing workloads. DCBBS also includes 400G/800G networking solutions, power shelves capable of providing up to 33 kilowatts per shelf, battery backup systems and generators.
However, Super Micro Computer continues to carry a large inventory position while AI hardware platforms transition quickly. Inventory increased to $12.9 billion as of June 30, 2026 from $11.1 billion at the end of the third quarter and $4.7 billion as of June 30, 2025. Days of inventory rose to 119 days in fourth-quarter fiscal 2026 from 106 days in the prior quarter. SMCI’s profitability continues to vary sharply with customer and product mix. Non-GAAP gross margin rose to 17.6% in fourth-quarter fiscal 2026 from 10.1% in the prior quarter, but management said about 75% of the sequential improvement came from favorable mix, including contracts that shifted into fiscal 2027.
For the first quarter of fiscal 2027, Super Micro Computer expects net sales to be in the range of $14.5-$15.5 billion, with non-GAAP adjusted earnings of $1.01-$1.10 per share. The Zacks Consensus Estimate for SMCI’s first-quarter fiscal 2027 earnings is pegged at $1.24 per share, indicating year-over-year growth of 254.3%. Estimates have been revised upward over the past seven days.
Image Source: Zacks Investment Research
The Case for FN StockTraction in advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services is acting as a tailwind for Fabrinet. Fabrinet’s fourth-quarter fiscal 2026 data center revenues reached $669 million, up 68% year over year and 13% sequentially, and represented 51% of revenue. DCI was the largest contributor to data center growth, with an annualized run rate above $1 billion, while HPC also increased sequentially as next-generation programs ramped.
Fabrinet’s communications infrastructure revenues rose 40% year over year to $413 million. Management expects first-quarter fiscal 2027 revenues of $1.375-$1.425 billion, implying 43% year-over-year growth at the midpoint, with sequential gains expected across data center, communications infrastructure and automotive, industrial and other markets. FN’s Customer forecasts also extend into fiscal 2027 and beyond.
Fabrinet has begun qualifying Building 10 in Chonburi, with 250,000 square feet already qualified and a similar amount targeted in the first quarter of fiscal 2027. The full 2.0 million-square-foot building remains scheduled for completion in early 2027 and is expected to add $3-$3.5 billion of revenue capacity. The company also converted 120,000 square feet at Pinehurst, commissioned a 200,000-square-foot Nava Nakorn facility, and acquired a Santa Clara campus with about 130,000 square feet of manufacturing space.
Fabrinet expects hyperscaler-direct transceiver programs to begin ramping in the first quarter of fiscal 2027, with one merchant program starting in the December quarter and others in early 2027. The company is also building CPO devices for a handful of customers, though volumes are not yet at scale. With all of these tailwinds, Fabrinet expects revenues of $1.375-$1.425 billion for the first quarter of fiscal 2027.
Fabrinet expects its non-GAAP earnings to be in the range of $4.10-$4.25 per share. The Zacks Consensus Estimate for the same is pegged at $4.19 per share, indicating growth of 43.5% year over year. Estimates have remained unchanged in the past 60 days.
Image Source: Zacks Investment Research
Stock Price Performance and Valuation of SMCI & FNShares of SMCI have appreciated 12.6%, while FN has lost 30.8% in the year-to-date period
YTD Performance Chart
Image Source: Zacks Investment Research
FN is trading at a forward 12-month Price to Sales ratio of 1.70X, which is lower than its median of 0.30X, while SMCI is trading at a forward sales multiple of 0.30X, below its median of 0.40X.
Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research
Conclusion: SMCI vs. FNFabrinet offers a compelling growth opportunity, driven by surging demand for optical connectivity and AI data-center infrastructure. Its data-center revenues grew 68% year over year in fourth-quarter fiscal 2026, while expanding manufacturing capacity supports future customer programs. Hyperscaler-direct transceiver ramps and emerging co-packaged optics provide additional growth avenues. Considering these factors, it would be safer to retain FN stock for now. Both FN and SMCI carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
The market expects Vertex Pharmaceuticals (VRTX - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis drugmaker is expected to post quarterly earnings of $4.92 per share in its upcoming report, which represents a year-over-year change of +2.5%.
Revenues are expected to be $3.4 billion, up 10.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.22% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Vertex?For Vertex, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.98%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Vertex will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Vertex would post earnings of $4.79 per share when it actually produced earnings of $4.73, delivering a surprise of -1.25%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Vertex appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Medical - Biomedical and Genetics industry, Fortrea Holdings Inc. (FTRE - Free Report) , is soon expected to post earnings of $0.24 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +100%. This quarter's revenue is expected to be $670.22 million, down 4.4% from the year-ago quarter.
The consensus EPS estimate for Fortrea Holdings Inc. has been revised 1.8% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -10.35%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Fortrea Holdings Inc. will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
KING OF PRUSSIA, Pa., Oct. 26, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ:VERX) ("Vertex" or the "Company"), the Decision-to-Defense™ global indirect tax and compliance company, today introduced Vertex Sōl™, a connected compliance experience that brings intelligence, workflows, decisions, and evidence together across the tax lifecycle. The transaction is the atomic unit of commerce. Vertex Sōl ties tax and compliance to each transaction, from determination through e-invoicing, reporting, and defense, creating one continuous, governed record.
It helps tax teams see potential issues sooner and understand their impact, while they stay in control of what happens next. Taking its name from sōl, Latin for sun, it not only provides full visibility into indirect tax and compliance AI workflows but also acts as the center of gravity where humans govern the work through one system of control from decision to defense.
Vertex Sōl connects the Vertex solutions trusted by a customer base including more than 60% of the Fortune 500, from the first tax decision through audit. Vertex Intelligence™ powers the AI capabilities within Vertex Sōl, bringing forward trusted tax expertise, global regulatory intelligence, explanations, and recommendations so that tax professionals have the evidence they need to stand behind the outcome.
"Tax professionals have carried the burden of the work around the tax decision — researching, reconciling, documenting, and defending," said Bala Chandran, Chief Product and Technology Officer at Vertex. "Vertex Sōl changes that. It begins at the decision inside the transaction and carries it forward on one record. It is led by AI that can be governed, explained, and defended, so tax professionals can command the outcome instead of the manual work around it."
The roll-out comes as enterprises reassess how far AI should be trusted in tax and compliance. In a Vertex-commissioned survey of 402 tax and compliance software decision makers in the U.S. and Germany, conducted by Emerald Research Group, 81% of respondents said they would only be comfortable adopting AI in compliance if they had full visibility into how automated decisions were made, and could override or reverse any action at any time.
Vertex Sōl is designed to support graduated levels of trust, so tax teams can determine when AI recommends a course of action, assists with the work, or acts within defined controls they set. At every level, teams retain insight into how decisions are made and the ability to review, override, or reverse actions.
“Trust has always been fundamental to tax and compliance, and AI raises the stakes,” said Christopher Young, CEO of Vertex. “Tax teams need to be able to see what’s happening, understand what matters, and stay in control. Vertex Sōl combines that visibility with the tax content, intelligence, and expertise our customers have relied on for decades, so they can put AI to work with confidence.”
Vertex Sōl in Action
Across the tax and compliance lifecycle, Vertex Sōl will help teams navigate existing and future capabilities across moments such as:
When a rule changes: Connect across regulatory intelligence and content, assess potential impact, and surface information for professional review. Before filing: Bring together proactive surfacing of relevant issues, explanation of potential impact, and recommendations within defined controls. When an auditor calls: Streamline organizing the audit notice management process, enable evidence gathering, and make gaps visible for the team or advisors to review.
Industry analysts expect visibility and control to shape how enterprises choose AI for tax and compliance. "As AI agents take on more tax and compliance work, enterprises will judge vendors less on how many agents they offer and more on whether each action can be governed, explained, and traced back to the original decision," said Kevin Permenter, Senior Director, Enterprise Applications Research at IDC. "That kind of traceability is fast becoming a baseline expectation for AI in regulated finance functions."
Vertex Sōl is designed to connect work across tax determination, certificate management, e-invoicing, indirect tax close, reporting and filing, and audit and notice management. The resulting connected record will help teams trace outcomes back to the original transaction and tax decision, making them easier to explain, govern, and defend. For more information, click here.
About Vertex
Vertex is the Decision-to-Defense™ global indirect tax and compliance company. Vertex helps enterprises bring control to indirect tax and compliance across the full transaction lifecycle — from tax determination and e-invoicing through reporting, filing, and audit defense — to make outcomes easier to prove and improve over time. Trusted by more than 60% of the Fortune 500, Vertex combines decades of tax expertise, deep global tax and compliance knowledge, and embedded integrations to help organizations operate globally with confidence. With headquarters in North America and offices in South America and Europe, Vertex's purpose is to ensure businesses and communities thrive through trusted transactions.
For more information, visit www.vertexinc.com or follow us on X and LinkedIn; or subscribe on YouTube.
About the Research
The AI-visibility finding is from a double-blind online survey conducted by Emerald Research Group on behalf of Vertex in 2026 among 402 decision makers (n=302 US; n=100 Germany) at enterprises with $150M+/€150M+ in revenue and authority over enterprise tax and compliance software. Respondents were not informed of the study’s sponsor.
Last week's blowout quarter from the fuel cell group's biggest data center winner is pulling buyers back after a steep post-earnings slide. Bloom Energy (NYSE:BE) stock is at $207.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in Cincinnati, Phillips Edison & Company, Inc. (PECO - Free Report) is in the Finance sector, and so far this year, shares have seen a price change of 7.84%. Currently paying a dividend of $0.35 per share, the company has a dividend yield of 3.6%. In comparison, the REIT and Equity Trust - Retail industry's yield is 4.37%, while the S&P 500's yield is 1.33%.
Looking at dividend growth, the company's current annualized dividend of $1.38 is up 10.1% from last year. Over the last 5 years, Phillips Edison & Company, Inc. has increased its dividend 5 times on a year-over-year basis for an average annual increase of 4.79%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Phillips Edison & Company's current payout ratio is 48%, meaning it paid out 48% of its trailing 12-month EPS as dividend.
Earnings growth looks solid for PECO for this fiscal year. The Zacks Consensus Estimate for 2026 is $2.77 per share, representing a year-over-year earnings growth rate of 6.54%.
From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. It's important to keep in mind that not all companies provide a quarterly payout.
Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, PECO is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
Axsome Therapeutics (AXSM - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on November 2, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis biopharmaceutical company is expected to post quarterly loss of $0.65 per share in its upcoming report, which represents a year-over-year change of +30.9%.
Revenues are expected to be $249.32 million, up 45.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 70.27% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Axsome?For Axsome, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -11.79%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Axsome will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Axsome would post a loss of$0.99 per share when it actually produced a loss of -$0.99, delivering no surprise.
The company has not been able to beat consensus EPS estimates in any of the last four quarters.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Axsome doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Medical - Biomedical and Genetics industry, Kymera Therapeutics, Inc. (KYMR - Free Report) , is soon expected to post loss of $1.26 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -40%. This quarter's revenue is expected to be $6.05 million, up 119.2% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Kymera Therapeutics has been revised 0.8% down to the current level. Nevertheless, the company now has an Earnings ESP of +3.64%, reflecting a higher Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Kymera Therapeutics will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
CACI International is rated BUY, driven by robust FY27 earnings visibility and strong contract wins in defense technology and expertise. Order backlog is supported by a 2x book-to-bill ratio and integration of the ARKA acquisition, expanding CACI into space defense technology. FY27 revenue is guided to grow ~12.5% with adjusted net income up ~13%, underpinned by 94% existing business and ramping new contracts.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Celsius Holdings To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Celsius Holdings between February 21, 2025 and June 3, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - October 26, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Celsius Holdings, Inc. ("Celsius Holdings" or the "Company") (NASDAQ: CELH) and reminds investors of the November 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Key Takeaways Fortive is set to report Q3 earnings on Oct. 28, with revenues expected to rise 3% and EPS to grow 2.94%.Strong demand for Fluke's data center solutions and recurring services may boost Q3 results.FTV faces pressures from unfavorable product mix, higher growth investments and cautious hospital spending.
Fortive Corporation (FTV - Free Report) is scheduled to report third-quarter 2026 results on Oct. 28.
The Zacks Consensus Estimate for revenues is pegged at $1.06 billion, which implies an increase of 3% from the year-ago reported number. The consensus mark for earnings is pegged at 70 cents per share, indicating year-over-year growth of 2.94%.
FTV’s earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 9.82%.
Fortive’s shares have gained 22.3% compared with the Electronics - Testing Equipment industry’s growth of 21.8% in the past year.
Image Source: Zacks Investment Research
Factors to Note Ahead of FTV’s Q3 ResultsFortive is expected to have benefited from sustained momentum across its industrial technologies, software and healthcare businesses, supported by healthy demand for data center solutions, AI-enabled offerings and recurring services. The company continues to execute its Fortive Accelerated strategy, focusing on faster profitable organic growth through innovation, commercial investments and recurring customer value, alongside disciplined capital allocation.
The company is witnessing healthy demand across its Intelligent Operating Solutions (IOS) and Advanced Healthcare Solutions (AHS) segments. Within IOS, Fluke continues to benefit from robust demand for professional instrumentation, particularly in data centers and defense. Strong adoption of CertiFiber Max, which supports high-density fiber testing, is driving demand for Fluke's broader portfolio of network testing, power quality and battery testing solutions. Fluke's orders outpaced revenues in the second quarter, with a book-to-bill ratio above one, indicating healthy demand momentum.
The Facilities and Asset Lifecycle Solutions business is benefiting from strong demand for multisite facility maintenance and marketplace software, particularly at ServiceChannel. Improving performance at Accruent, solid contributions from Gordian and growing adoption of AI-enabled software offerings are likely to have supported third-quarter revenues. Strength in recurring services, including Fluke's calibration, maintenance and software offerings, remains another positive.
Within AHS, Fortive is benefiting from sustained demand for healthcare consumables, services and software solutions. ASP's consumables and services business recorded growth across all major regions in the second quarter, particularly the Asia-Pacific and Latin America. The low-temperature sterilization capital business also returned to growth amid gradually improving hospital spending conditions.
Moreover, FDA clearance for STERRAD's expanded 50-pound load capacity has strengthened ASP's position in robotic-assisted surgery applications. The acquisition of a majority stake in UV Smart further expands its disinfection portfolio. Strong demand for Provation's gastrointestinal documentation and SaaS offerings is another positive. These factors are expected to have supported the segment's third-quarter performance.
The Zacks Consensus Estimate for sales of the IOS and AHS segments is pegged at $733 million and $338 million, respectively, for the third quarter.
Fortive's operational discipline, structural cost savings and Fortive Business System-led productivity initiatives continue to support profitability. The company delivered 12% adjusted EBITDA growth and 110 basis points of adjusted EBITDA margin expansion in the second quarter. Continued cost optimization, operating leverage and disciplined capital allocation, including share repurchases, are likely to have supported third-quarter earnings.
However, Fortive expects third-quarter adjusted EBITDA margin to decline slightly sequentially due to seasonally lower revenues, strategic growth investments and tougher year-over-year operating expense comparisons. Unfavorable product mix across both segments is also expected to have pressured gross margins. Macroeconomic uncertainty in Europe, supply-chain challenges involving memory chips and rare-earth materials, and cautious hospital capital spending remain concerns. Management expects third-quarter adjusted earnings per share to increase marginally year over year, with earnings growth weighted toward the fourth quarter.
What Does Our Model Unveil for FTV?Our proven model does not predict an earnings beat for Fortive this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That is not the case here.
Fortive has an Earnings ESP of +0.58% and a Zacks Rank #4 (Sell) at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to ConsiderHere are a few stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season.
Seagate Technology Holdings plc (STX - Free Report) has an Earnings ESP of +2.07% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
STX is scheduled to report quarterly figures on Oct. 27, 2026. The Zacks Consensus Estimate for Seagate Technology’s to-be-reported quarter’s earnings and revenues is pinned at $7.44 per share and $4.11 billion, respectively. Its shares are up 175.4% in the past year.
Intel (INTC - Free Report) currently has an Earnings ESP of +2.22% and a Zacks Rank #2. INTC is scheduled to report quarterly earnings on Oct. 29, 2026. The Zacks Consensus Estimate for Intel’s to-be-reported quarter’s earnings and revenues stands at 39 cents per share and $16.44 billion, respectively. Its shares have gained 119.9% in the past year.
Vertiv (VRT - Free Report) has an Earnings ESP of +0.74% and a Zacks Rank #2 at present. The company is scheduled to report quarterly figures on Oct. 28, 2026. The Zacks Consensus Estimate for Vertiv’s to-be-reported quarter’s earnings and revenues is pinned at $1.82 per share and $3.76 billion, respectively. Its shares are up 0.8% in the past year.
The Retail-Wholesale group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Aramark (ARMK - Free Report) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.
Aramark is one of 183 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #9 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Aramark is currently sporting a Zacks Rank of #2 (Buy).
Over the past three months, the Zacks Consensus Estimate for ARMK's full-year earnings has moved 4.3% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
Our latest available data shows that ARMK has returned about 42.6% since the start of the calendar year. Meanwhile, the Retail-Wholesale sector has returned an average of 1% on a year-to-date basis. As we can see, Aramark is performing better than its sector in the calendar year.
Another Retail-Wholesale stock, which has outperformed the sector so far this year, is Figs (FIGS - Free Report) . The stock has returned 77.8% year-to-date.
In Figs' case, the consensus EPS estimate for the current year increased 23.1% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, Aramark belongs to the Retail - Restaurants industry, a group that includes 37 individual stocks and currently sits at #94 in the Zacks Industry Rank. On average, this group has lost an average of 8% so far this year, meaning that ARMK is performing better in terms of year-to-date returns.
On the other hand, Figs belongs to the Retail - Apparel and Shoes industry. This 38-stock industry is currently ranked #151. The industry has moved -10.5% year to date.
Going forward, investors interested in Retail-Wholesale stocks should continue to pay close attention to Aramark and Figs as they could maintain their solid performance.
Otter Tail (OTTR - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis power company and manufacturer is expected to post quarterly earnings of $1.57 per share in its upcoming report, which represents a year-over-year change of -15.6%.
Revenues are expected to be $335.7 million, up 3.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 10.99% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Otter Tail?For Otter Tail, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Otter Tail will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Otter Tail would post earnings of $1.48 per share when it actually produced earnings of $1.66, delivering a surprise of +12.16%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Otter Tail doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerXcel Energy (XEL - Free Report) , another stock in the Zacks Utility - Electric Power industry, is expected to report earnings per share of $1.39 for the quarter ended September 2026. This estimate points to a year-over-year change of +12.1%. Revenues for the quarter are expected to be $4.15 billion, up 5.9% from the year-ago quarter.
The consensus EPS estimate for Xcel has been revised 2.9% lower over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Xcel will beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In The Chemours To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in The Chemours between February 20, 2026 and August 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - October 26, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against The Chemours Company ("The Chemours" or the "Company") (NYSE: CC) and reminds investors of the December 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Defendants had materially overstated aftermarket demand for their Opteon products; (ii) demand for such products was decreasing as a result of Defendants' overselling Opteon products in the preceding fiscal year; (iii) as a result of these undisclosed issues, Defendants' financial guidance for the 2026 fiscal year was unreliable; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.
On August 4, 2026, after market hours, Chemours announced second quarter 2026 financial results, including a reduction of its adjusted EBITDA full-year guidance to $775 million to $825 million (from $800 million to $900 million previously), and management admitted that "[a]s a result of the initial channel fill, aftermarket customers built additional inventory, creating an oversupplied channel heading into 2026." On this news, Chemours's stock price fell $3.34 per share, or 18.63%, to close at $14.59 per share on August 5, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding The Chemours's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the The Chemours class action, go to www.faruqilaw.com/CC or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the The Chemours Securities Class Action Lawsuit:
What is the The Chemours securities fraud lawsuit about?
The lawsuit alleges that The Chemours Company ("Chemours") and certain of its officers and directors made materially false and/or misleading statements and failed to disclose material information to investors during the Class Period. Specifically, the complaint alleges that Defendants materially overstated aftermarket demand for their Opteon products and concealed that demand was declining due to Defendants' alleged overselling of those products in the preceding fiscal year. As a result of these allegedly undisclosed issues, the complaint further alleges that Defendants' financial guidance for fiscal year 2026 was unreliable. On August 4, 2026, after market hours, Chemours allegedly revealed the truth when it announced reduced full-year adjusted EBITDA guidance and management acknowledged that aftermarket customers had built excess inventory following an initial channel fill, creating an oversupplied channel heading into 2026.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired the common stock of The Chemours Company (NYSE: CC) on the open market between February 20, 2026 and August 4, 2026, inclusive, may be eligible to participate in this lawsuit. The class period encompasses all qualifying purchases made during those dates, and eligible investors are encouraged to review the complaint and assess their potential claims. Importantly, investors do not need to seek appointment as lead plaintiff in order to participate in the case or share in any potential recovery. Any investor who believes they may have suffered losses as a result of the alleged misconduct is encouraged to contact counsel to learn more about their rights and options.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy and the selection of counsel. Any member of the proposed class may move the court for appointment as lead plaintiff, and the court will typically appoint the applicant or group of applicants who demonstrate the largest financial interest in the relief sought and who otherwise satisfy the requirements of the applicable law. The deadline to file a motion for appointment as lead plaintiff in this action is December 7, 2026. Critically, an investor need not serve as lead plaintiff to be a member of the class or to share in any recovery that may be obtained; class membership and any resulting recovery are available to all eligible investors regardless of whether they seek a leadership role in the case.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased The Chemours securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320927
Source: Faruqi & Faruqi LLP
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NEW YORK, Oct. 26, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in The Chemours Company (NYSE: CC) that a securities fraud class action has been filed on behalf of shareholders who purchased securities between February 20, 2026 and August 4, 2026. Find out if you could qualify to recover your losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
Opteon refrigerant sales rose a record 37% in the fourth quarter of 2025. Two quarters later, company-wide volumes fell 4%, primarily on weaker Opteon aftermarket sales, and Chemours shares dropped 18.63% in a single session. Applications to serve as lead plaintiff must be filed by December 7, 2026.
At its core, this is a specialty chemical securities fraud case built on allegedly overstated Opteon aftermarket demand. The complaint alleges that the Company failed to disclose that aftermarket demand for its Opteon products was decreasing because those products had been oversold during the preceding fiscal year.
The U.S. AIM Act Factor
Congress enacted the American Innovation and Manufacturing Act in December 2020, and federal regulation has reshaped refrigerant demand since then. The law directed the U.S. Environmental Protection Agency to oversee a shift toward alternative refrigerants with a lesser ozone impact. According to the lawsuit, the stationary air conditioning transition under that law triggered an initial aftermarket channel fill in 2025 as distributors and technicians stocked up for new equipment installations.
The lawsuit contends that this surge left 2026 aftermarket sales lapping an unusually strong prior-year base. That base was allegedly inflated by customer stockpiling rather than lasting end-user demand.
Key Opteon Demand Securities Fraud Allegations for Shareholders
Record Opteon growth in late 2025 allegedly reflected aftermarket customers building extra inventory, not sustainable end-market consumption.Customers allegedly entered 2026 holding excess product, which left the aftermarket channel oversupplied as the new year began.Purchasing during 2025 supply constraints allegedly pulled aftermarket sales forward from 2026, leaving less demand for the year ahead.The Company cited reduced Opteon blend aftermarket sales in North America as the main driver of its 2026 volume decline.The alleged overselling centers on the Thermal & Specialized Solutions segment, which reports Opteon results and anchored the Company's growth story. "This case presents important questions about demand disclosure obligations in the specialty chemical sector, particularly when a regulatory transition sparks a one-time buying wave. The lawsuit claims that record Opteon sales in 2025 masked an oversupplied aftermarket channel that would weigh on the following year. Shareholders are entitled to understand whether reported growth reflects durable demand." -- Joseph E. Levi, Esq.
Submit your information here or call (212) 363-7500.
WHY LEVI & KORSINSKY: Over the past 20 years, Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.
Frequently Asked Questions About the CC Lawsuit
Q: Who is eligible to join the CC investor lawsuit? A: Investors who purchased CC stock or securities between February 20, 2026 and August 4, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.
Q: What specific misstatements does the CC lawsuit allege? A: The complaint alleges The Chemours Company made materially false or misleading statements during the Class Period regarding aftermarket demand for its Opteon refrigerant products. It also alleges the Company failed to disclose that 2025 sales had oversupplied the distribution channel heading into 2026. When second quarter 2026 results reporting lower Opteon aftermarket sales were disclosed, the stock price declined sharply.
Q: What court was the CC class action filed in? A: The case was filed in the United States District Court for the District of Delaware, governed by the Private Securities Litigation Reform Act of 1995.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my CC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution. Timing depends on the court schedule, case developments, and whether the matter is dismissed, settled, or litigated further.
