Market Signal Briefing

Hyperliquid just launched options trading on its PURR common stock on the Nasdaq Options Market.

Yet Another Milestone For Hyperliquid Across the bloc, one question resonates amongst traders, users and onlookers of the crypto space alike: how far can Hyperliquid actually go? The once-underdog now-leading perp DEX reaches for the stars as NewsBTC’s most recent piece recapping Hyperliquid latest achievements already needs updating. Hyperliquid’s treasury firm Hyperliquid Strategies Inc. (HSI) announced on Tuesday that it has rolled out options trading on its PURR common shares on the Nasdaq Options Market.

PURR live on Nasdaq today. The main goals of the launch, as stated by the company’s press release, are to enhance liquidity and price discovery for PURR, give both institutional and retail investors new tools to hedge, express directional views, and run more sophisticated equity‑options strategies around this proxy for the Hyperliquid ecosystem.

David Schamis, CEO of Hyperliquid Strategies Inc, frames this new venture as a “major milestone for the Company”. He believes there wasn’t a better timeline to launch options trading on PURR: from its record-breaking oil perps to fiat on-ramp adoption, HIP-3 markets hitting new all-time highs and even surpassing some major CEX’s derivatives volume, Hyperliquid sits in the spotlight of the crypto market recently.

“As Hyperliquid continues to dominate headlines with record-breaking oil perpetuals and surging Real-World Asset (RWA) adoption, we believe this is a great time to launch options trading on PURR. PURR options allow our investors to better manage risk and participate in the rapid growth of Hyperliquid’s high-performance ecosystem”

HSI’s business model centers on a digital asset treasury platform that builds exposure to HYPE, Hyperliquid’s native token, through staking, yield strategies, and active participation in the ecosystem, all with the goal of maximizing shareholder value.

Hyperliquid is straight-up DOMINATING the perpetuals game

Its 24-hour open interest just smashed nearly $7B, that’s almost 4x Aster’s.

Hyperliquid isn’t just leading… it’s leaving everyone else in the dust https://t.co/wkej3l47Yt pic.twitter.com/SZbqDhkdvo

— Hyperliquid Daily (@HYPERDailyTK) March 25, 2026

What PURR Option Traders Should Look For PURR effectively gives traditional market participants listed‑equity exposure to HYPE and the Hyperliquid ecosystem without touching on‑chain infrastructure directly, which is why options on PURR are being pitched as “capital‑efficient exposure” to HYPE. Moreso, equity options can amplify flows around a crypto‑linked treasury stock through more hedging demand from HSI shareholders, potential volatility sellers and buyers that care more about HYPE fundamentals than about PURR as a standalone name, and the possibility of options‑driven feedback loops in the underlying.

For traders, the key dials to watch now are options volume and open interest in PURR as a tell on institutional positioning, implied volatility as a snapshot of how confident the market really is in Hyperliquid’s growth story, and any spike in correlation between PURR, HYPE, and on‑chain activity on the Hyperliquid DEX, which can flag when equity, token, and protocol flows are all starting to move in the same direction

HYPE's price is on a growing trend, trading for $41 on the daily chart. Source: HYPEUSDT on Tradingview Cover image from Perplexity, HYPEUSDT chart from Tradingview

Key Takeaways Quanta delivered 20% revenue growth in 2025, with a record backlog of about $44B.MasTec posted 16% revenue growth and expects around 19% growth in 2026 with rising backlog.MTZ trades at a lower P/E than Quanta, with a stronger EPS growth outlook and momentum. The U.S. infrastructure space is entering a multi-year expansion cycle, driven by grid modernization, renewable energy investments, data center buildouts and rising electrification demand. Against this backdrop, Quanta Services, Inc. (PWR - Free Report) and MasTec, Inc. (MTZ - Free Report) stand out as two of the most prominent engineering and construction players, both benefiting from strong project pipelines and growing backlog visibility.

Quanta is a leading provider of electric power and utility infrastructure solutions, with a strong focus on transmission, distribution and large-scale energy projects. MasTec, meanwhile, operates across a broader mix of end markets, including communications, pipeline infrastructure, clean energy and power delivery. While both companies are exposed to similar secular tailwinds, their execution strategies, segment mix and growth trajectories differ meaningfully.

The comparison becomes timely for investors looking to position within the infrastructure theme. Let’s dive deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now.

The Case for Quanta StockQuanta continues to position itself at the center of the energy transition and grid modernization cycle. The company delivered another strong year in 2025, with revenues reaching $28.5 billion, up 20% year over year, alongside record adjusted EBITDA and earnings per share. These results highlight Quanta’s consistent execution and ability to compound growth over time.

A key strength lies in its diversified, solutions-based model and deep integration across the value chain. The company has built a strong “total solutions” platform that combines engineering, procurement and construction with self-perform capabilities. This allows Quanta to execute large, complex projects with greater certainty, a critical advantage in an environment where customers prioritize reliability and timelines.

Demand visibility remains a major tailwind. Quanta ended 2025 with a record backlog of about $44 billion, reflecting strong customer demand across electric infrastructure and underground utility segments. Management expects this momentum to continue into 2026, supported by accelerating electricity demand, data center expansion and renewable integration.

The company is also investing in vertical integration, particularly in transformer manufacturing and supply-chain capabilities, which could enhance margins and reduce project execution risks over time. Strategic acquisitions completed in 2025 expanded Quanta’s capabilities in high-growth areas such as data centers, semiconductor infrastructure and utility transmission.

Quanta’s 2026 outlook remains robust. The company expects revenues between $33.25 billion and $33.75 billion and adjusted EPS in the range of $12.65-$13.35, implying continued double-digit growth. This guidance reflects strong backlog conversion and sustained infrastructure spending.

However, Quanta is not without challenges. Its large exposure to utility and energy infrastructure makes it sensitive to regulatory approvals, permitting delays and project timing issues. Elevated valuation levels and execution risks on large-scale projects could limit near-term upside.

The Case for MasTec StockMasTec offers a more diversified infrastructure exposure, spanning communications, pipeline infrastructure, clean energy and power delivery. This multi-segment model allows the company to capture growth across several end markets, reducing reliance on any single vertical.

The company delivered strong financial performance in 2025, with full-year revenues reaching $14.3 billion, up 16% year over year, and adjusted EPS rising sharply. Growth was broad-based, with contributions from communications, pipeline and power delivery segments, highlighting the strength of its diversified portfolio.

One of MasTec’s most compelling strengths is its accelerating growth profile. The company expects approximately 19% revenue growth and 26% adjusted EBITDA growth in 2026, driven by strong demand across energy, communications and infrastructure markets. This reflects a favorable project mix and improving operating leverage.

Backlog visibility is also improving significantly. MasTec ended 2025 with a record 18-month backlog of $19 billion, up 33% year over year, indicating strong demand across all business segments. Backlog growth has been particularly strong in pipeline infrastructure and clean energy, which are expected to drive future earnings.

MasTec is also expanding into newer growth areas such as data center construction and water infrastructure through acquisitions. Management highlighted nearly $1 billion of data center-related work in backlog, signaling increasing exposure to one of the fastest-growing infrastructure segments.

Despite these positives, MasTec faces some challenges. Margin variability across segments, especially in pipeline infrastructure, can create earnings volatility. The company is also more exposed to commodity cycles and project mix fluctuations compared to Quanta, which could impact profitability in certain periods.

Six-Month Stock Performance Review: PWR vs. MTZBoth stocks have delivered strong momentum, significantly outperforming broader markets.
Quanta shares have gained 42.6% over the past six months, while MasTec has rallied even more sharply, up 55% during the same period. In comparison, the broader Zacks Construction sector declined 1%, and the S&P 500 remained largely flat.

MasTec’s stronger recent rally reflects improving sentiment around its growth acceleration and backlog expansion. However, Quanta’s performance underscores steady investor confidence in its long-term infrastructure positioning.

PWR & MTZ Price Performance

Image Source: Zacks Investment Research

PWR or MTZ: Which Stock Looks More Expensive?Valuation remains a key differentiator between the two stocks.

Quanta currently trades at a forward 12-month P/E multiple of 43.2, reflecting a premium valuation supported by its consistent execution, strong backlog and high-quality earnings profile. This premium also captures its leadership in electric infrastructure and positioning in long-duration projects.

MasTec, in contrast, trades at a lower forward P/E of 35.21X. This relative discount suggests that investors may be pricing in higher execution risk or earnings variability. However, it offers a more attractive entry point, particularly given the company’s stronger near-term growth outlook.

PWR vs. MTZ Valuation

Image Source: Zacks Investment Research

How Are Earnings Expectations Shifting for PWR & MTZ?Both companies have seen positive estimate revisions, indicating improved earnings visibility. For Quanta, the Zacks Consensus Estimate for 2026 EPS has increased to $12.84 from $12.44 over the past 60 days, implying 19.4% growth. Revenues are expected to rise 16.9%, suggesting steady backlog conversion and continued infrastructure demand.

PWR EPS Estimate

Image Source: Zacks Investment Research

MasTec has witnessed even stronger upward revisions. The 2026 EPS estimate has increased to $8.61 from $8.25, implying robust 31.5% growth. Revenues are expected to grow 19.2%, supported by strong segment momentum and backlog expansion.

The sharper earnings growth outlook gives MasTec a clear edge in near-term earnings momentum.

MTZ EPS Estimate

Image Source: Zacks Investment Research

Final Verdict: Which Stock Is the Better Buy?Both Quanta and MasTec are well-positioned to benefit from the ongoing infrastructure investment cycle, supported by a strong backlog, favorable demand trends and solid execution.

Quanta stands out for its consistency, execution certainty and leadership in electric infrastructure. Its integrated solutions model, strong backlog and disciplined capital deployment make it a high-quality long-term compounder. However, its premium valuation may limit upside in the near term.

MasTec, on the other hand, offers stronger near-term growth, supported by its accelerating backlog, expanding end-market exposure and improving earnings momentum. Its lower valuation relative to Quanta further enhances its appeal from a risk-reward perspective.

Given these factors, MasTec appears to hold slightly better upside potential at current levels, driven by higher earnings growth and more attractive valuation. However, Quanta remains a more stable, lower-risk choice for investors seeking consistent long-term exposure to infrastructure growth.

With both stocks carrying a Zacks Rank #3 (Hold), the choice ultimately depends on investor preference — growth-oriented investors may lean toward MasTec, while those prioritizing stability and execution may prefer Quanta. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways GNRC stock jumped 50.7% in three months, driven by data center demand and 2026 recovery expectations.GNRC's C&I segment gains from data center growth, with backlog hitting $400M and sales set to rise strongly.GNRC faces risks from residential demand volatility, margin pressure and exposure to data center cycles. Generac Holdings Inc. (GNRC - Free Report) has staged an impressive rally, with the stock having risen 50.9% in the past three months, outpacing the Machinery General Industrial and the broader Industrial Products market rise of 0.2% and 4.7%, respectively. The S&P 500 composite has declined 5.1% over the same time frame.

Price Performance
Image Source: Zacks Investment Research

The stock price appreciation reflects improving visibility in key growth areas, particularly data centers, alongside expectations of a residential recovery in 2026.

The stock was up 3.7% yesterday and closed the session at $209.21 while its 52-week high and low are pinned at $241.09 and $99.50, respectively.

This run-up raises a critical question: Does this signal a time to lock in profits, or is the stock poised for further ascent, warranting a continued investment?

Let us do a deep dive into the company's fundamentals, market drivers and valuation to determine if it is the right time to buy, sell or hold GNRC stock.

GNRC’s Rally Buoyed by Multiple TailwindsGenerac's impressive performance has been fueled by a combination of strong demand trends and operational execution.

Improving C&I segment sales is emerging as a key catalyst. Fourth-quarter 2025 C&I revenues totaled $400 million, up 10% year over year, driven mainly by shipments of large megawatt generators to data centers. International sales rose 12% in the fourth quarter.

Management expects its entry in the data-center vertical to be a strong business opportunity in the long term for the C&I segment amid accelerating investment in data centers and the proliferation of AI. The company considers 2026 as an inflection point for its business in this end market and expects that increasing supplies to key hyperscalers should drive the backlog over the next few quarters. Generac’s data center backlog has reached $400 million, with the majority expected to ship in 2026. This materially improves near-term revenue visibility. Generac expects a doubling of C&I product sales in the coming years.

To capitalize on the demand trends, Generac is focused on capacity expansion for large megawatt generators. It has purchased an additional manufacturing facility in Wisconsin in the fourth quarter, while continuing with investments in the existing facilities. Domestic megawatt generator capacity for large megawatt generators is expected to exceed $1 billion by the end of 2026. The company also acquired Enercon Engineering, Inc., to enhance its C&I manufacturing capacity.

The company recently introduced its latest industrial-grade diesel generators - the SD1250 and SD1500. With increasing reliance on digital infrastructure, healthcare systems and heavy industrial operations, power outages can lead to substantial financial losses, operational disruptions and even safety risks.

Generac’s SD1250 and SD1500 generators are strategically designed to address these challenges. By targeting applications such as data centers, healthcare facilities, water and wastewater utilities and heavy commercial and industrial operations, the company is positioning these generators as dependable backbone systems for critical infrastructure.

Driven by data center momentum and the Allmand acquisition, C&I product sales are anticipated to increase 30%. Continued C&I momentum, along with expected capacity expansions, supports a multi-year revenue growth.

Recovery in the Residential Products segment bodes well. While revenues slid 23% in the fourth quarter, due to low outage levels and tough comps, management expects mid-teens growth in home standby generator sales in 2026, driven by normal outage levels for the second half of the year and price realization.

Strength in residential energy technology products is another catalyst. ecobee net sales grew at a mid-teens rate in 2025 and achieved positive EBITDA contribution. Connected home count grew to nearly 5 million residences in the fourth quarter, with increased energy services and subscription sales. With the integration of PWRcell 2, PowerMicro microinverter and next-gen standby generators with ecobee, Generac aims to create a differentiated residential energy ecosystem.

Assuming a return to power outage activity in line with the longer-term baseline and subsequent higher home standby generator price realization and higher shipments, Residential product sales are expected to increase 10% for 2026. Overall, management expects revenues to grow in the mid-teens percent range compared with the sales decline of 2% registered in 2025.

Can GNRC Navigate the Headwinds?Heavy reliance on the Residential business segment is a concern. In the fourth quarter, net sales were $1.09 billion, down 12% year over year. Weaker demand for home standby and portable generators amid a softer outage environment offset increases in sales to data center customers and higher shipments of residential energy technology products. This highlights the company’s continued exposure to weather-driven volatility.

Further, data center market expansion brings its own set of concerns. With increasing reliance on this end market, Generac is exposed to cyclical capital spending cycles in AI and data centers. Any delays in manufacturing capacity expansion can also weigh on growth targets.

Also, Residential energy growth in 2025 was largely driven by Puerto Rico’s energy grant-related program. However, with the completion of the program, Generac expects energy storage systems’ shipments to decline in 2026. The company is also looking to “recalibrate” its investments and expects the solar and storage market to contract in 2026 due to reduced U.S. federal incentives.

Also, margins are not without pressure. In the fourth quarter, gross margins came in at 36.3% from 40.6% in the prior-year quarter. The performance was impacted by an unfavorable sales mix and a certain inventory provision in the current quarter. Higher price realization mostly offset increased input costs and lower manufacturing absorption. For 2026, management expects gross margins to remain relatively flat in the 38-39% range, as pricing actions are offset by cost inflation and unfavorable mix.

Intense competition as well as heavy debt remain concerning. As of Dec. 31, 2025, Generac had $341.4 million of cash and cash equivalents, with nearly $1.26 billion of long-term borrowings and finance-lease obligations.

GNRC’s Valuation & Estimate RevisionGenerac’s forward 12-month price-to-earnings ratio of 23.91X is higher than the industry average of 21.93X observed in the past year.

Image Source: Zacks Investment Research

Bottom Line: Stay InvestedWith both catalysts and headwinds balanced, the stock offers limited upside in the near term. We believe new investors should wait for a better entry point and existing investors should retain GNRC stock, which currently carries a Zacks Rank #3 (Hold).

Stocks to ConsiderStocks worth consideration within the same space are Flowserve Corporation (FLS - Free Report) , RBC Bearings Incorporated (RBC - Free Report) and Trimble Inc. (TRMB - Free Report) . While FLS flaunts a Zacks Rank #1 (Strong Buy), RBC and TRMB carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for FLS’ 2026 EPS is pegged at $4.11, unchanged over the past seven days. Flowserve’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 17.3%. Its shares have gained 46.8% in the past year.

The Zacks Consensus Estimate for RBC’s fiscal 2026 earnings is pinned at $12.42 per share, unchanged in the past seven days. RBC’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 5.3%. Its shares have gained 66.2% in the past year.

The Zacks Consensus Estimate for TRMB’s 2026 EPS is pegged at $3.53, unchanged in the past seven days. Trimble’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 8.19%. Its shares have declined 5.1% in the past year.

Key Takeaways ASML's High-NA EUV is in early adoption, with Intel accepting its EXE:5200 for volume manufacturing. ASML sees advanced-node and AI demand supporting EUV bookings, backlog, and future tool demand.High-NA remains early-stage, but broader EUV demand is key to ASML's long-term revenue growth. ASML Holdings’ (ASML - Free Report) High-NA EUV is starting to move from development to early adoption. The company has shipped its first High-NA systems, and Intel has accepted its EXE:5200 tool for high-volume manufacturing. Other customers are still in testing and qualification stages. Management stated that key performance metrics, such as imaging and overlay, are meeting expectations. This suggests that the technology is ready, which reduces some execution risk as adoption scales.

ASML's customers are moving from 4 nanometers (nm) to 3nm, and some are also ramping 2nm. The transition to advanced nodes requires more EUV layers and higher precision and is driving the demand for ASML's High-NA EUV tools. At the same time, AI demand is driving capacity expansion in logic and memory. ASML noted that its customers have become more confident about long-term AI demand and are increasing investment plans. This supports demand for advanced lithography tools, including High-NA EUV tools, over time.

From a financial standpoint, EUV remains the main growth driver. Bookings at the end of the fourth quarter were €13.2 billion, out of which €7.4 billion was from EUV. In 2025, ASML's backlog stood at €38.8 billion, which included €25.5 billion in EUV. In 2026, ASML expects revenues to be in the range of €34-€39 billion. Here, the company's EUV business is expected to grow significantly on a year-over-year basis.

The above-mentioned factors show that High-NA EUV is important for ASML’s long-term revenue growth, especially as the company targets €44-€60 billion in revenues by 2030. For now, High-NA EUV adoption is still in the early stages, where the company long-term growth depends on broader EUV demand rather than High-NA alone. The Zacks Consensus Estimate for ASML's 2026 and 2027 revenues indicates year-over-year growth of 18.9% and 18.2%, respectively.

How Competitors Fare Against ASMLASML competes with companies like Applied Materials (AMAT - Free Report) and Lam Research (LRCX - Free Report) in the wafer fabrication equipment space.

Applied Materials recently expanded its partnership with Micron to build better memory chips for AI. Here, the goal is to develop next-generation DRAM, high-bandwidth memory and NAND solutions to increase speed and performance while reducing power use. The work will be done at AMAT’s EPIC Center in Silicon Valley and Micron’s R&D center in Boise, ID. Teams from both companies will work together to speed up development and move ideas into production faster.

Lam Research and IBM have signed a five-year agreement to work on chip technology below 1 nanometer. Under this agreement, LRCX and IBM will focus on developing new materials, new manufacturing processes, and High-NA EUV lithography to support future logic chips. Both companies will focus on solving the next set of challenges needed for High NA EUV and sub-1nm chips.

ASML’s Price Performance, Valuation and EstimatesShares of ASML have surged 47% in the past six months compared with the Zacks Computer and Technology sector’s decline of 1.7%.

ASML 6-Month Performance Chart
Image Source: Zacks Investment Research

From a valuation standpoint, ASML trades at a forward price-to-sales ratio of 12.01X, higher than the sector’s average of 5.91X.

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

The Zacks Consensus Estimate for ASML’s 2026 and 2027 earnings implies year-over-year growth of 21.7% and 22.5%, respectively. The consensus estimate for fiscal 2026 and 2027 has been revised upward in the past 30 days.

Image Source: Zacks Investment Research

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

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Sims Limited (SMSMY) Analyst/Investor Day March 24, 2026 9:00 AM EDT

Company Participants

Stephen Mikkelsen - Group CEO, Director & MD
Robert Thompson - President of North America Metals
Chris Cicconi
Ryan Smith
Mark Sweetman - Chief Financial Officer, Executive Vice President and Secretary

Conference Call Participants

Lee Power - JPMorgan Chase & Co, Research Division
Tyler Adams

Conversation

Stephen Mikkelsen
Group CEO, Director & MD

Well, good morning, everyone, and welcome to Houston. Today, it's going to be a challenging day. The wait times at the airport are 4.5 hours. So we've done a slight alteration to today's schedule. Pretty much a lot of it as we present. So 8:00, we'll go through the NAM business. We're allowing around about 40 minutes for the presentation, 20 minutes of Q&A. 9:00, we'll move over to the SAR business, again, same sort of broad format. It says there we're going to leave on the bus at 10:30. Let's make sure we're on the bus at 10.00 to be frank, because even at that point, I think we still got a reasonable chance of missing our flight. Fortunately, there is another couple of flights after hours.

So I'm going to first take a quick introduction on NAM and then hand over to Rob. I think we need to address this question right upfront. I'm sure it's on everybody's mind. What has been the impact of the Middle East on our operations. Well, to date, that impact has been very limited. We've had some increase, obviously, in oil, and with the increase in oil, we've had an increase in freight costs. So let's go through -- I really just wanted to concentrate on the top line because I'm sure you can read this slide. What is the current impact on Sims. So very limited disruption to bulk ferrous volumes. We don't send bulk ferrous through all the various choke points in that part of

, /PRNewswire/ -- Ecopetrol S.A. (BVC: ECOPETROL; NYSE: EC) announces that its Board of Directors concluded a meeting on March 24, 2026, during which, among other matters, the following issues were discussed:

The communication sent by the UNIÓN SINDICAL OBRERA ("USO") titled "Request for Dr. Ricardo Roa Barragán to Be Removed from His Position as President of Ecopetrol." In this letter, the union expressed its position regarding the current situation of Mr. Ricardo Roa Barragán as President of Ecopetrol S.A. and indicated that a nationwide workers' mobilization may be convened if the Board does not take the requested actions. Requests submitted by minority shareholders, which make reference, among others, to the public disclosure—of the decision issued by the Office of the Attorney General of Colombia, regarding the formal charges against the President, the Board of Directors' analyses of this situation, and questions about the possible activation of default clauses in existing contracts and potential non-compliance with regulations applicable to Ecopetrol. The statement from attorney Diego Henao Vargas, legal representative of Luis Enrique Rojas Cuéllar, former President of Hocol S.A. ("Hocol"), a subsidiary of the Ecopetrol Group, who issued a response to Hocol's statement titled "Hocol Rejects Unfounded Allegations by a Former Company Official," demanding—as far as Ecopetrol is concerned—the resignation of Ecopetrol's current president. This statement was in response to Hocol's press release and included, among other matters, a call for the resignation of Ecopetrol's current President. After a thorough and diligent review of these matters, the Board of Directors states the following:

The Board recognizes its responsibilities under the applicable standards of due diligence and has been assessing the risks to the Company arising from various news reports concerning Dr. Roa. This assessment has been supported by relevant internal departments—particularly the Corporate Compliance Directorate—and by external expert advisors from both Colombia and the United States. The Board has also implemented and is maintaining appropriate monitoring measures in accordance with a dedicated protocol implemented for this purpose. The Board gives great importance to the views of the employees represented by the USO, a historic labor union for the country and the Company. Ecopetrol reaffirms its commitment to constructive dialogue with stakeholders, to maintain operational continuity, and to create value for all its shareholders. With regards to the communication from minority shareholders, the Board addressed each issue raised, noting that on March 11, 2026, and through this channel, Ecopetrol disclosed the decision of the Office of the Attorney General of Colombia regarding the formal charges against the President. The Board also referenced the analyses conducted in relation to this matter, confirmed that, as of this date, there have not been violations of regulations governing Ecopetrol, nor breaches of credit agreements or other material contracts as a result of this situation, and stated that the Company has not received any notifications of requirements, investigations, orders, or ongoing proceedings from the competent securities market authorities. The Company is continuously monitoring proceedings of various types initiated against Ecopetrol and/or its legal representative. This ongoing monitoring underscores senior management's commitment to ensuring that investors and the public receive complete, accurate, and sufficient information. Ecopetrol's Board of Directors remains fully committed to safeguarding the interests of the Company and the rights of its shareholders, while upholding the highest standards of transparency and good corporate governance.

Ecopetrol is Colombia's largest company and one of the leading integrated energy companies in the Americas, with more than 19,000 employees. In Colombia, it is responsible for more than 60% of hydrocarbon production, most of the hydrocarbon transportation, logistics, and refining system, and has leading positions in petrochemicals and gas distribution. With the acquisition of 51.4% of ISA's shares, it participates in energy transmission, real-time systems management (XM), and the Barranquilla-Cartagena coastal road concession. Internationally, Ecopetrol has a presence in strategic basins in the Americas, with E&P operations in the United States (Permian Basin and Gulf of Mexico), Brazil, and Mexico. Through ISA and its subsidiaries, it holds leading positions in the energy transmission business in Brazil, Chile, Peru, and Bolivia, as well as in road concessions in Chile and telecommunications.

For more information, please contact:

Investor Relations Department
Email: [email protected]  

Media Relations (Colombia)
Marcela Ulloa Beltrán
Email: [email protected]

SOURCE Ecopetrol S.A.

Key Takeaways APA announced a major gas discovery in Egypt's Western Desert at the SKAL-1X well.APA reported initial output near 26 MMcf/d gas and 2,700 barrels/day condensate from tests.APA benefits from proximity to infrastructure, lowering costs and speeding development timelines. APA Corporation (APA - Free Report) has announced a significant natural gas discovery in Egypt’s Western Desert, marking another step forward in the country’s efforts to enhance domestic energy production and reduce reliance on imports. The find comes from the SKAL-1X exploratory well in the South Kalabsha area and highlights the success of ongoing exploration initiatives in the region.

Strong Initial Production ResultsPreliminary tests from the SKAL-1X well indicate promising output levels, with production reaching approximately 26 million cubic feet of natural gas per day, along with 2,700 barrels per day of condensate. These figures suggest that the discovery has the potential to contribute meaningfully to Egypt’s gas supply, particularly as the country seeks to stabilize and grow its energy output.

Strategic Location Lowers Costs and Speeds DevelopmentOne of the most notable advantages of this discovery is its proximity to existing infrastructure and production facilities. This strategic positioning allows APA to accelerate the development timeline while minimizing capital expenditure. By leveraging nearby assets, the company can quickly integrate the new production into its existing operations, improving overall project economics.

APA’s Continued Collaboration Driving Exploration SuccessThe discovery is part of APA’s long-standing partnership with the Egyptian General Petroleum Corporation. This collaboration has been instrumental in unlocking new resources in the Western Desert, including a previous discovery at the Gomana-1 well. The joint efforts reflect a broader strategy to maximize resource potential through coordinated exploration and development activities.

Government Incentives Fuel Investment MomentumEgypt’s Ministry of Petroleum and Mineral Resources has played a key role in encouraging exploration through targeted incentives and policy measures. These initiatives have helped attract investment and support companies like APA in expanding their operations, particularly in areas adjacent to existing concessions. The latest discovery underscores the effectiveness of these policies in revitalizing upstream activity.

APA’s Continued GrowthLooking ahead, APA plans to drill 34 exploration and development wells in 2026, with an estimated investment of $150 million. The company is targeting production levels of around 500 million cubic feet per day, signaling strong confidence in the region’s resource potential and its long-term growth prospects.

Supporting Egypt’s Energy Security GoalsThis latest discovery aligns with Egypt’s broader objective of boosting domestic gas production and reducing its import bill. By bringing new resources online quickly and cost-effectively, APA’s efforts contribute to offsetting natural declines from mature fields while strengthening the country’s overall energy security.

APA’s Zacks Rank & Key PicksHouston, TX-based APA is one of the world's leading independent energy companies engaged in the exploration, development and production of natural gas, crude oil and natural gas liquids. Currently, APA carries a Zacks Rank #3 (Hold).

Investors interested in the energy sector may consider some better-ranked stocks like Drilling Tools International Corporation (DTI - Free Report) , TechnipFMC plc (FTI - Free Report) and USA Compression Partners, LP (USAC - Free Report) . While Drilling Tools International and TechnipFMC sport a Zacks Rank #1 (Strong Buy) each at present, USA Compression carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Drilling Tools International is a global oilfield services provider focused on supplying downhole tools used in horizontal and directional drilling. The Zacks Consensus Estimate for DTI’s 2026 earnings indicates 90% year-over-year growth.

Newcastle & Houston-based TechnipFMC is a leading manufacturer and supplier of products, services and fully integrated technology solutions for the energy industry. The Zacks Consensus Estimate for FTI’s 2026 earnings indicates 18% year-over-year growth.

USA Compression Partners is one of the largest independent natural gas compression service providers in the United States, measured by fleet horsepower. The Zacks Consensus Estimate for USAC’s 2026 earnings indicates 30.7% year-over-year growth.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In BlackRock TCP To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in BlackRock TCP between November 6, 2024 and January 23, 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, March 25, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against BlackRock TCP Capital Corp. (“BlackRock TCP” or the “Company”) (NASDAQ: TCPC) and reminds investors of the April 6, 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: (1) the Company’s investments were not being timely and/or appropriately valued; (2) the Company’s efforts at portfolio restructuring were not effectively resolving challenged credits or improving the quality of the portfolio; (3) as a result, the Company’s unrealized losses were understated; (4) as a result, the Company’s NAV was overstated; and (5) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On February 27, 2025, before the market opened, the Company issued a press release announcing financial results for the fourth quarter and year ended December 31, 2024. The press release disclosed that the Company’s portfolio had significantly weakened during the 2024 fiscal year. Specifically, the press release revealed the number of portfolio companies on non-accrual status had more than doubled, and as a result, debt investments on non-accrual status at cost increased by 289% (from 3.7% to 14.4% of the portfolio). Moreover, the press release revealed that the Company’s net asset value (“NAV”) had fallen 22.44% year over year to $9.23 per share. Total losses, both realized and unrealized, were revealed to have ballooned to $194,895,042 for the fiscal year, a 186% increase year over year, in large part due to a newly added $72.3 million net unrealized loss within the fourth quarter. Despite this, the press release alleged the NAV of the Company was accurate at $9.23 per share, and that “the vast majority of [the Company’s] portfolio continued to perform well,” and the Company was “working closely with [its] borrowers and sponsors to resolve the portfolio issues.”

On this news, the Company’s stock price fell $0.90, or 9.64%, to close at $8.44 per share on February 27, 2025, on unusually heavy trading volume.

On January 23, 2026, after market hours, BlackRock TCP disclosed certain fourth quarter and full year 2025 financial results, including that the Company’s NAV per share as of December 31, 2025 was in fact in the range of $7.05 to $7.09, 19% less than reported the prior quarter and 23.4% less than reported the prior year.

On this news, BlackRock TCP’s stock price fell $0.76, or 12.97%, to close at $5.10 per share on January 26, 2026, on unusually heavy trading volume.

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 BlackRock TCP’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the BlackRock TCP class action, go to www.faruqilaw.com/TCPC or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

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.

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LOS ANGELES--(BUSINESS WIRE)--ReFrame, the initiative launched in 2017 by Sundance Institute and WIF to advance gender equity in the screen industries, and IMDbPro, the essential resource for entertainment industry professionals, today announced that 26 of the IMDbPro 100 most popular films of 2025 will be awarded the ReFrame Stamp for gender-balanced production. The findings of the 2025 ReFrame Report, which examines hiring across key roles on all 100 films based on IMDbPro data, can be viewed.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Boston Scientific To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Boston Scientific between July 23, 2025 and February 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, March 25, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Boston Scientific Corporation (“Boston Scientific” or the “Company”) (NYSE: BSX) and reminds investors of the May 4, 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 true state of Boston Scientific’s U.S. EP segment; notably, that management was aware that the segment’s growth rate was unsustainable and that it was approaching an earlier tipping point than the market was anticipating. Due to Defendants’ statements of confidence and lofty expectations, investors and analysts were left surprised by Boston Scientific’s net income miss and underwhelming guidance for the first half of fiscal 2026.

On February 4, 2026, Boston Scientific published a press release announcing fourth quarter and full year 2025 results, including a pertinent disappointment in U.S. EP sales, and issued guidance for fiscal 2026 that fell well below expectations. The Company attributed its results and dismal guidance on a combination of slower than expected market growth alongside increased competition, despite management’s previous claims of a “growing” EP business and assertions they “have a very good understanding of what competition we will face and in what time frame.”

On this news, Boston Scientific’s stock price fell $16.12, or 17.6%, to close at $75.50 per share on February 4, 2026, thereby injuring investors.

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 Boston Scientific’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Boston Scientific class action, go to www.faruqilaw.com/BSX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

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.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5

Key Takeaways CCL expects unit costs to rise about 3.25% in FY26 due to dry dock activity and regulatory expenses.Carnival plans 604 dry dock days, with reclassified spending adding roughly 0.6 pts to cost growth.CCL projects over $3.45B net income, with efficiency gains and yield growth offsetting cost pressures. Carnival Corporation & plc (CCL - Free Report) enters fiscal 2026 with cost pressures expected to remain a key factor shaping its earnings trajectory, particularly from higher dry dock expenses and incremental regulatory costs. Management has guided for cruise costs, excluding fuel per available lower berth day, to increase approximately 3.25% year over year, or about 2.5% on a normalized basis. This follows relatively measured cost growth in fiscal 2025, where unit costs rose around 2.6%, supported by efficiency initiatives that helped mitigate inflation and other operating pressures.

Dry dock activity is expected to be a meaningful contributor to the projected cost increase. The company plans for 604 dry dock days in fiscal 2026, with a larger portion of associated spending classified as operating expense rather than capital expenditure. While total dry dock spending is expected to remain broadly consistent with fiscal 2025 levels, this change in classification will impact year-over-year cost comparisons. Management indicated that dry dock-related expenses account for approximately 0.6 percentage points of the normalized cost increase.

Regulatory costs are also expected to contribute to the cost outlook. The company highlighted incremental expenses related to emission allowances as well as higher income taxes associated with global minimum tax frameworks. These factors are projected to impact fiscal 2026 earnings by approximately $0.11 per share, reflecting both the step-up to full emission allowance requirements and changes in tax structures.

At the same time, Carnival continues to emphasize cost mitigation initiatives and operational efficiencies. Management expects approximately 1.1% in cost mitigation from efficiency measures and scale benefits, which are intended to partially offset inflation and other expense drivers. Additional support is expected from lower net interest expense, along with favorable fuel and currency dynamics, supporting earnings.

For fiscal 2026, Carnival is guiding for net income of more than $3.45 billion, representing an increase of over 12% year over year, alongside continued yield growth of approximately 2.5% to 3%. The company’s outlook incorporates both the anticipated cost increases and the associated mitigation efforts in its guidance. Based on current guidance, while these cost pressures are expected to increase the expense base, they are not anticipated to prevent earnings growth in fiscal 2026.

CCL’s Price Performance, Valuation & EstimatesShares of Carnival have declined 17.1% in the past three months compared with the industry’s fall of 10.4%. In the same time frame, other industry players like Royal Caribbean Cruises Ltd. (RCL - Free Report) and Norwegian Cruise Line Holdings Ltd. (NCLH - Free Report) have lost 4.3% and 13.8%, respectively, while OneSpaWorld Holdings Limited (OSW - Free Report) has gained 7.4%.

CCL Stock’s Three-Month Price Performance
Image Source: Zacks Investment Research

CCL stock is currently trading at a discount. It is currently trading at a forward 12-month price-to-earnings (P/E) multiple of 10.18, well below the industry average of 15.36. Conversely, industry players, such as Royal Caribbean, Norwegian Cruise and OneSpaWorld have P/E ratios of 14.64, 8.18 and 19.83, respectively.

CCL’s P/E Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Carnival’s fiscal 2026 earnings per share has declined in the past 30 days.

EPS Trend of CCL Stock
Image Source: Zacks Investment Research

The company is likely to report solid earnings, with projections indicating a 7.6% rise in fiscal 2026. Conversely, industry players like Royal Caribbean, Norwegian Cruise and OneSpaWorld are likely to witness a rise of 15.7%, 11.4% and 13.1%, respectively, year over year in 2026 earnings.

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

Key Takeaways MasTec's Communications segment revenues rose 23% YoY in Q4 2025 on strong wireless and wireline demand.MTZ growth driven by broadband expansion, fiber deployment and rising wireless infrastructure investment.Communications backlog hit $5.5B, up 20% YoY, signaling strong demand and improved revenue visibility. MasTec, Inc.’s (MTZ - Free Report) Communications segment is gaining traction as demand for wireless and fiber networks remains strong. The telecommunications market is evolving as customers increase investments to support broadband expansion and connectivity needs. The company is focusing on selective project execution to improve returns while maintaining growth. This shift reflects a move toward disciplined growth rather than pure volume expansion, supported by strong customer demand across multiple end markets.

In the fourth quarter of 2025, Communications revenues increased 23% year over year, supported by strength in both wireless and wireline activities. Growth was driven by investments in broadband delivery, including fiber deployment and wireless infrastructure. The company also saw a contribution from middle-mile work, which is linked to rising data connectivity demand. However, margins were slightly affected due to start-up costs on new programs, which are expected to improve as projects mature.

Backlog trends highlight improving visibility. In the fourth quarter of 2025, Communications backlog reached $5.5 billion, reflecting an 8% sequential increase and a 20% year-over-year rise. This indicates strong demand across telecommunications markets and provides a stable base for future revenues. The company noted that growth visibility continues to improve, supported by multiple demand drivers across residential and commercial broadband needs.

MasTec is also managing growth carefully by balancing legacy relationships with new opportunities. The company is aligning resources to capture demand in both wireless and fiber markets while focusing on efficiency. With continued investment in connectivity and expanding telecommunications infrastructure, the Communications segment remains a key contributor to MasTec’s overall growth prospects.

MasTec’s Competitive PositionWithin energy and infrastructure construction markets, MasTec competes with several well-established engineering and construction providers, including Sterling Infrastructure, Inc. (STRL - Free Report) and Quanta Services, Inc. (PWR - Free Report) .

Sterling Infrastructure is also benefiting from strong demand in mission-critical infrastructure. The company continues to see project activity across data centers, manufacturing facilities and e-commerce distribution networks. Growth in Sterling Infrastructure’s E-Infrastructure Solutions business remains an important driver, supported by steady project flow and ongoing demand for digital and logistics infrastructure.

Conversely, Quanta maintains its strongest competitive position in electric power infrastructure, supported by unmatched transmission and distribution capabilities and long-standing relationships with major North American utilities. Quanta's gross profit increased to $1.22 billion in the fourth quarter from $1.06 billion in the prior-year period, a trajectory supported by higher revenue volume and consistent project execution.

MTZ Stock’s Price Performance & Valuation TrendShares of this Florida-based infrastructure construction company have surged 55% in the past six months, outperforming the Zacks Building Products - Heavy Construction industry, the broader Zacks Construction sector and the S&P 500 Index.

Image Source: Zacks Investment Research

MTZ stock is currently trading at a premium compared with its industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 35.21, as shown in the chart below.

Image Source: Zacks Investment Research

EPS Trend Favors MTZFor 2026 and 2027, MTZ’s earnings estimates have trended upward in the past 30 days. The revised estimated figures for 2026 and 2027 imply 31.5% and 28.1% year-over-year growth, respectively.

Image Source: Zacks Investment Research

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

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, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces an investigation of potential breaches of fiduciary duties by the directors and officers of Five9, Inc. (NASDAQ: FIVN).

If you currently own shares of Five9, Inc. stock, please visit the firm's website at https://rosenlegal.com/submit-form/?case_id=32046 for more information. You may also contact Phillip Kim of Rosen Law Firm toll free at 866-767-3653 or via email at [email protected].

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 achieved, at that time, 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 hundreds of millions 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.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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Contact Information: 
     Laurence Rosen, Esq.
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     The Rosen Law Firm, P.A.
     275 Madison Avenue, 40th Floor
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     Tel: (212) 686-1060
     Toll Free: (866) 767-3653
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     www.rosenlegal.com

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Braze (NASDAQ:BRZE) delivered a strong close to fiscal 2026, and six Wall Street analysts responded with updated price targets that reflect genuine confidence in the company’s growth trajectory, tempered by valuation discipline in a compressed multiple environment. The stock had traded as high as $43.89 over the past 52 weeks before gaining more than 20% on March 25 in the wake of its earnings call. That makes the analyst target range of $30 to $40 a significant implied recovery.

Firm Analyst Rating Old Target New Target Barclays Raimo Lenschow Overweight $29 $31 BTIG N/A Buy $25 $30 Canaccord David Hynes Buy $43 $40 Goldman Sachs N/A Buy $45 $40 Mizuho Siti Panigrahi Outperform $50 $40 Stifel J. Parker Lane Buy $40 $35 What Drove the Quarter Braze reported Q4 revenue of $205.2 million, beating the consensus estimate of $198.23 million by 3.50% and marking 27.9% year-over-year growth. That acceleration is the story: revenue growth has climbed from 19.6% to 23.8% to 25.5% to 27.9% over four consecutive quarters. Quarterly bookings surged over 50% year-over-year, and the enterprise customer count, those spending $500K or more in annual recurring revenue, grew 34.8%. Remaining performance obligations crossed $1 billion for the first time.

The Analyst Divide Barclays raised its target to $31 from $29, with analyst Raimo Lenschow pointing to three consecutive quarters of improved dollar-based net retention and organic revenue acceleration as catalysts for renewed investor interest. BTIG lifted its target to $30 from $25, citing the magnitude of upside in Braze’s FY2027 growth outlook and the robust bookings that sent the stock up roughly 20% in after-hours trading following the report.

Three firms trimmed targets despite maintaining bullish ratings. Canaccord’s David Hynes cut to $40 from $43, noting that initial FY2027 guidance calls for 20% growth and roughly 400 basis points of margin expansion, well ahead of the Street’s prior 16% growth estimate. Goldman Sachs reduced its target to $40 from $45 but kept Braze among its top picks, arguing the company can sustain accelerated share gains as legacy competitors struggle to deliver on AI promises. Mizuho’s Siti Panigrahi moved to $40 from $50, citing multiple contraction across the software sector while calling Braze’s AI momentum “promising.” Stifel’s J. Parker Lane trimmed to $35 from $40, noting Braze “closed the year on a high note” but reflecting sector-wide multiple compression.

What to Watch The tension between accelerating fundamentals and a compressed valuation environment defines Braze’s current setup. Dollar-based net retention slipped to 109% from 111% year-over-year, and GAAP gross margin narrowed to 65.5% from 69.3%.

FY2027 full-year revenue guidance of $884 million to $889 million and non-GAAP EPS of $0.61 to $0.65 will be the benchmarks analysts track to determine whether target resets reflect a floor or a ceiling.

The pace of BrazeAI product adoption, particularly the Agent Console and Operator tools that launched ahead of schedule in February, will be a key signal in the quarters ahead.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Camtek (CAMT - Free Report) .

Camtek currently has an average brokerage recommendation (ABR) of 1.85, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 13 brokerage firms. An ABR of 1.85 approximates between Strong Buy and Buy.

Of the 13 recommendations that derive the current ABR, seven are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 53.9% and 7.7% of all recommendations.

Brokerage Recommendation Trends for CAMT

Check price target & stock forecast for Camtek here>>>

While the ABR calls for buying Camtek, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is CAMT a Good Investment?Looking at the earnings estimate revisions for Camtek, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $3.47.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Camtek. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Camtek.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Interactive Brokers Group, Inc. (IBKR - Free Report) .

Interactive Brokers currently has an average brokerage recommendation (ABR) of 1.25, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by eight brokerage firms. An ABR of 1.25 approximates between Strong Buy and Buy.

Of the eight recommendations that derive the current ABR, seven are Strong Buy, representing 87.5% of all recommendations.

Brokerage Recommendation Trends for IBKR

Check price target & stock forecast for Interactive Brokers here>>>

The ABR suggests buying Interactive Brokers, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is IBKR Worth Investing In?Looking at the earnings estimate revisions for Interactive Brokers, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $2.35.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Interactive Brokers. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Interactive Brokers.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Let's take a look at what these Wall Street heavyweights have to say about Applied Materials (AMAT - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

Applied Materials currently has an average brokerage recommendation (ABR) of 1.53, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 37 brokerage firms. An ABR of 1.53 approximates between Strong Buy and Buy.

Of the 37 recommendations that derive the current ABR, 25 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 67.6% and 10.8% of all recommendations.

Brokerage Recommendation Trends for AMAT

Check price target & stock forecast for Applied Materials here>>>

The ABR suggests buying Applied Materials, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Should You Invest in AMAT?Looking at the earnings estimate revisions for Applied Materials, the Zacks Consensus Estimate for the current year has increased 0% over the past month to $11.11.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Applied Materials. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Applied Materials may serve as a useful guide for investors.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Dell Technologies (DELL - Free Report) .

Dell Technologies currently has an average brokerage recommendation (ABR) of 1.70, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 23 brokerage firms. An ABR of 1.70 approximates between Strong Buy and Buy.

Of the 23 recommendations that derive the current ABR, 15 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 65.2% and 8.7% of all recommendations.

Brokerage Recommendation Trends for DELL

Check price target & stock forecast for Dell Technologies here>>>

While the ABR calls for buying Dell Technologies, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Is DELL a Good Investment?In terms of earnings estimate revisions for Dell Technologies, the Zacks Consensus Estimate for the current year has increased 12.3% over the past month to $12.77.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Dell Technologies. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Dell Technologies may serve as a useful guide for investors.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Take-Two Interactive (TTWO - Free Report) .

Take-Two currently has an average brokerage recommendation (ABR) of 1.27, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 30 brokerage firms. An ABR of 1.27 approximates between Strong Buy and Buy.

Of the 30 recommendations that derive the current ABR, 25 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 83.3% and 6.7% of all recommendations.

Brokerage Recommendation Trends for TTWO

Check price target & stock forecast for Take-Two here>>>

The ABR suggests buying Take-Two, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is TTWO Worth Investing In?In terms of earnings estimate revisions for Take-Two, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $3.91.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Take-Two. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Take-Two.

For the quarter ended February 2026, Winnebago Industries (WGO - Free Report) reported revenue of $657.4 million, up 6% over the same period last year. EPS came in at $0.27, compared to $0.19 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $625.03 million, representing a surprise of +5.18%. The company delivered an EPS surprise of +7.14%, with the consensus EPS estimate being $0.25.

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

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

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

Unit deliveries - Marine - Boats: 992 compared to the 1,125 average estimate based on two analysts.Unit deliveries - Total Towable RV: 6,615 versus 7,218 estimated by two analysts on average.Unit deliveries - Total Motorhome RV: 1,518 compared to the 1,015 average estimate based on two analysts.Net Revenues- Motorhome RV: $304.7 million versus the four-analyst average estimate of $235.66 million. The reported number represents a year-over-year change of +29.3%.Net Revenues- Marine: $79.2 million versus $84.83 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -3.1% change.Net Revenues- Towable RV: $262.4 million versus the four-analyst average estimate of $288.78 million. The reported number represents a year-over-year change of -9%.View all Key Company Metrics for Winnebago here>>>

Shares of Winnebago have returned -20.2% over the past month versus the Zacks S&P 500 composite's -4.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.