Burger King’s US sales are soaring as customers embrace its revamped Whopper – while long-reigning McDonald’s suffers flailing growth in its largest market.
In the most recent quarter, Burger King’s US same-store sales jumped 8.5%, owner Restaurant Brands International – which also owns Tim Horton and Popeyes – said Thursday.
Burger King’s US sales are soaring as customers embrace its revamped Whopper burger. IanDewarPhotography – stock.adobe.com McDonald’s, meanwhile, saw US same-store sales growth of just 0.8%, which executives called disappointing. The company on Tuesday announced it has hired a new president for its US division in an attempt to drive sales.
The fast-food giants’ rivalry has been heating up this year amid a battle between their biggest burgers, after they both unveiled their own version of calorie-bomb patties on the same day in February.
Burger King updated its iconic Whopper with a “premium” bun, “better-tasting mayo” and a box container instead of a paper wrapper while McDonald’s brought the Big Arch Burger to the US. It features two quarter-pound beef patties and three slices of melted cheese.
McDonald’s CEO Chris Kempczinski was ruthlessly mocked online for a video touting the burger, in which he took a weirdly timid bite.
On Thursday, RBI said Burger King’s turnaround effort — which included the updated Whopper, restaurant renovations and a new marketing campaign — helped draw in customers.
“Burger King’s performance is a great example of what’s possible when you invest in the fundamentals and execute well – an approach we’re applying across all of our brands,” Restaurant Brands CEO Josh Kobza said in a statement.
RBI said Burger King’s “standout performance” extended overseas, as its international restaurants enjoyed same-store sales growth of 5.4% in the last quarter.
Michael Gunther, SVP of research and market intelligence at Consumer Intelligence, said Burger King’s outperformance was broad – with accelerating growth in traffic, average check size and market share gains across all age and income groups.
Burger King’s updated Whopper (left) and the McDonald’s Big Arch Burger (right). Tamara Beckwith/NY Post “These trends are notable amid a challenging environment for restaurants as consumers – especially lower-income diners that make up an outsized share of Burger King’s base – face macroeconomic pressures and cost-of-living concerns,” Gunther said in a note Thursday.
Executives said there is more room for improvement at Burger King, since not all of its US restaurants have been remodeled yet – and RBI’s other brands struggled in the same period.
McDonald’s on Tuesday reported mixed quarterly results, including adjusting earnings per share of $3.38 that beat expectations but revenue of $7.10 billion that missed estimates of $7.13 billion.
“We don’t have a strategy problem,” Kempczinski said during the company’s earnings call. “We simply didn’t execute at the level we needed to in the second quarter.”
Skye Anderson, a 26-year McDonald’s veteran, will be taking over the role of president of the chain’s US business – succeeding Joe Erlinger, who held the position for over six years.
McDonald’s on Tuesday reported mixed quarterly results. AFP via Getty Images While average check size rose at McDonald’s US joints, traffic fell, the company said.
Executives blamed that poor performance on a disjointed rollout of its value offerings, including an “under $3 menu” that aimed to win over inflation-battered customers.
McDonald’s US restaurants are mostly run by franchisees, who are allowed to set their own prices – meaning only about 60% to 65% of the company’s system has adopted the special discount menu, according to Kempczinski.
After facing fervent backlash over rising prices at the drive-thru, McDonald’s also tried to launch too many value offerings at once, which ultimately slowed down restaurant operations – adding to wait times and resulting in frustrated customers, the company said.
“While our playbook is working around the world, we see an opportunity to raise the bar in the US and accelerate performance in our largest market,” Kempczinski said.
McDonald’s said it expects its US same-store sales to return to strong growth by 2027 if it revamps its operations and marketing.
The company saw much stronger results outside of the US, with same-store sales growth of 1.5% in international operated markets and 1.9% in international developmental licensed markets.
HPE rozšířila partnerství s NVIDIA o integrovanou AI infrastrukturu, privátní cloud a cloud management pro podnikové nasazení umělé inteligence. Součástí je HPE AI Factory s NVIDIA a HPE Private Cloud AI.
Key Takeaways HPE expanded its NVIDIA partnership with integrated AI infrastructure, private cloud and cloud management.HPE AI Factory combines infrastructure, GreenLake and NVIDIA technologies for enterprise AI deployment.HPE's AI strategy differs from DELL and SMCI through integrated platforms and cloud software. Hewlett Packard Enterprise (HPE - Free Report) and NVIDIA (NVDA - Free Report) have expanded their collaboration to provide enterprises with an integrated AI infrastructure portfolio spanning hardware, software and cloud management. The partnership is designed to simplify AI deployment while enabling organizations to scale generative AI, agentic AI and high-performance computing workloads.
At the core of the collaboration is HPE AI Factory with NVIDIA, a turnkey AI infrastructure solution that combines HPE's compute, storage, networking and GreenLake platform with NVIDIA's GPUs, CPUs, networking technologies and AI Enterprise software. The integrated offering allows enterprises to build and manage AI environments through a unified platform.
The companies have also jointly engineered HPE Private Cloud AI, which enables customers to deploy generative AI and agentic AI applications securely in on-premises or hybrid cloud environments. The solution comes with pre-integrated hardware and software, reducing deployment complexity while providing enterprise-grade capabilities.
HPE is further strengthening its AI hardware portfolio with AI-optimized servers such as the HPE ProLiant Compute DL394 Gen12, powered by NVIDIA's Vera CPU for reinforcement learning, AI agents, inference and large-scale data processing. The company also offers systems based on NVIDIA's Blackwell and Rubin architectures.
To accelerate AI workloads, HPE integrates NVIDIA's Blackwell, HGX and RTX Pro GPUs alongside Spectrum-X Ethernet, InfiniBand networking, BlueField DPUs and ConnectX SuperNICs across its AI infrastructure portfolio. HPE also incorporates NVIDIA Agent Toolkit, Nemotron models, NeMo and OpenShell into HPE Private Cloud AI, enabling enterprises to build, govern and monitor AI agents with enhanced security and observability.
How Competitors Fare Against HPECompanies including Super Micro Computer (SMCI - Free Report) and Dell Technologies (DELL - Free Report) are also collaborating with NVIDIA to strengthen their offerings. Super Micro Computer's competitive advantage lies in its modular Building Block architecture that enables rapid product customization by reusing components across thousands of server configurations.
Supported by more than 3,200 research and development engineers, SMCI quickly integrates new processors from NVIDIA, AMD, Intel and ARM. This rapid product development shortens time-to-market, lowers engineering costs and enables faster global shipments, making Super Micro Computer particularly attractive for customers seeking immediate AI deployment.
Dell Technologies, meanwhile, is pursuing a broader ecosystem strategy through its Dell AI Factory with NVIDIA. Rather than focusing solely on servers, Dell is expanding across compute, storage, networking, automation and software. Dell recently introduced PowerEdge R9822 and M9822 servers powered by NVIDIA Vera CPUs for Agentic AI workloads.
Although all three companies are leveraging NVIDIA's latest AI technologies, their competitive strategies differ. HPE is betting on integrated enterprise AI platforms that combine infrastructure with cloud software and managed services. Dell is building a broad AI ecosystem spanning infrastructure, software and industry-specific deployments. Super Micro Computer remains focused on speed, modular engineering and rapid commercialization of next-generation AI hardware.
HPE’s Price Performance, Valuation and EstimatesHPE shares have rallied 121.6% in the year-to-date period, outperforming the Zacks Computer - Integrated Systems industry appreciation of 104.7%.
HPE YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, HPE trades at a forward price-to-sales ratio of 1.44, below the industry’s 5.33. The discounted valuation is also reflected by the Zacks Value Score of B.
The Zacks Consensus Estimate for HPE’s fiscal 2026 margin reflects year-over-year growth of 75.8%. Estimates have remained unchanged for the past 60 days.
Image Source: Zacks Investment Research
HPE currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PepsiCo uvádí, že jeho cenová a balíčková strategie pomohla vrátit americké slané snacky k růstu objemu a znovu získat podíl na trhu. Firma čeká další podporu objemů ve druhé polovině roku 2026.
Key Takeaways PepsiCo's affordability moves helped U.S. salty snacks return to positive volume growth.Smaller packs, value multipacks and targeted promotions are improving consumer accessibility.Shelf-space gains and stronger Away From Home distribution may support second-half 2026 volumes. PepsiCo, Inc.’s (PEP - Free Report) aggressive price-pack architecture (PPA) strategy appears to be laying the groundwork for a volume recovery, though the full benefits are likely to unfold gradually through the remainder of 2026. Facing a value-conscious consumer amid persistent inflationary pressures, the company has expanded affordability initiatives by offering more accessible price points, smaller pack sizes and value-oriented multipacks. Management highlighted that these investments helped return its U.S. salty snacks category to positive volume growth and enabled the company to regain volume share, marking a significant turnaround after a period of declines.
PepsiCo’s strategy extends beyond simply lowering prices. Management emphasized that affordability is being paired with growth in its permissible portfolio and portion-control offerings, which are resonating well with consumers. The company is now refining its price-pack investments by channel and customer to maximize returns while tailoring promotions for everyday-low-price and high-low retail formats. Executives also noted that opening price points for multipacks and variety packs has generated encouraging results, suggesting that a more targeted execution of its price-pack architecture could further stimulate demand as consumer spending stabilizes.
While macroeconomic pressures, particularly elevated gasoline prices, continue to weigh on impulse purchases in convenience channels, PepsiCo remains confident that optimizing its pricing investments, expanding shelf space and strengthening Away From Home distribution will support stronger volume trends in the second half of 2026 and into 2027. Management stressed that the objective is not deeper discounting but generating higher volumes through smarter deployment of trade investments and customer-specific promotions. If consumer spending improves and the company successfully fine-tunes its price-pack strategy, these initiatives could serve as a meaningful catalyst for sustained volume growth.
How PepsiCo Stacks Up Against Keurig Dr Pepper and Coca-ColaHere's how PepsiCo's affordability and price-pack strategy compares with the initiatives undertaken by Keurig Dr Pepper Inc. (KDP - Free Report) and The Coca-Cola Company (KO - Free Report) to drive consumer demand and support volume growth.
Keurig Dr Pepper has also sharpened its focus on affordability and price-pack architecture to protect volumes in a challenging consumer environment. The company continues to expand its mix of value-oriented multipacks, single-serve offerings and premium innovations across its beverage portfolio, enabling it to cater to different consumer budgets while sustaining category participation. Coupled with strong execution in its coffee and cold beverage businesses, these initiatives are expected to support steady volume growth and market share gains, even as consumers remain selective with discretionary spending.
Coca-Cola has been leveraging its revenue growth management strategy, including affordable package sizes and returnable packaging, to balance pricing with consumer accessibility. The company continues to tailor its price-pack architecture across markets, offering smaller packs for value-conscious consumers while maintaining premium offerings for higher-income segments. Supported by its extensive distribution network and resilient brand portfolio, Coca-Cola remains well-positioned to drive transaction growth and sustain volumes despite ongoing macroeconomic pressures.
PEP’s Price Performance, Valuation & EstimatesShares of PepsiCo have lost 11.2% in the past three months against the industry’s rise of 4.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, PEP trades at a forward price-to-earnings ratio of 15.72X, below the industry’s average of 19.51X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PEP’s 2026 and 2027 earnings implies year-over-year growth of 5.3% and 4.9%, respectively. The company’s EPS estimates for 2026 and 2027 have moved southward in the past 30 days.
Adobe spouští zásuvný modul pro ChatGPT, který propojí všech 70 jeho kreativních a produktivních nástrojů včetně Photoshopu, Premiere, Lightroomu a Acrobat Pro. Přístup nabídne i k Firefly přímo přes rozhraní ChatGPT.
Adobe is launching a ChatGPT plugin featuring all 70 of its creative and productivity tools that handle creation of video, images, audio and more.
“We’re building ChatGPT to connect our users with the best capabilities for the task at hand,” said OpenAI product lead Vibhor Chhabra in a statement. “Adobe’s categoriy-leading creative and productivity tools help people express their creativity, communicate and be more productive…”
The new app brings together three ChatGPT Adobe apps released in December for photo-editing heavyweight Photoshop, social-media-focused Express and PDF document maker Acrobat Pro, along with dozens of other Adobe programs, including video-editing program Premiere, photo-management tool Lightroom, design tools Illustrator and InDesign, and its Stock stock-photo service.
The deal also includes direct access to Firefly, Adobe’s own in-house AI service released three years ago that is built on copyright-safe public-domain and Adobe-owned stock images. Firefly is now a standalone app and incorporated into many other Adobe programs.
The functions are accessed directly through the ChatGPT interface, but users have to start a new chat, type @Adobe and select Adobe from the menu. Users can access the tools as a guest or go more deeply with an Adobe account log-in.
Among Adobe-provided examples of what will be possible is batch processing of photos. Type into the chatbot the desired look, tweak lighting and color, add or subtract elements, and resize or expand images.
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Videos can be reformatted from horizontal aspect ratios for distribution in vertical outlets such as YouTube Shorts and Instagram Reels. It’s a function that a number of specialized services provide for enterprises such as major TV networks trying to quickly generate social-media posts from their live sports content.
ChatGPT can also be used as a search function in users’ Creative Cloud asset libraries, finding assets by even such loose categories as style or mood. Users can take all the resulting output and further tweak it directly in Adobe apps.
“Over the past few months, we’ve expanded access to Adobe’s tools across leading AI chatbot platforms, including ChatGPT, Claude and (Microsoft’s) Copilot, with Slack and (Google) Gemini coming soon,” Adobe said in a blog post. “The Adobe plugin in ChatGPT builds on that work by bringing the power of our creative and productivity apps together in one unified plugin that draws on the same tools and capabilities that power our own agents in Adobe apps.”
ChatGPT helped ignite the still-hot AI frenzy when it launched as a chatbot nearly four years ago. Since then, owner OpenAI has pivoted away from its original consumer focus to more enterprise-oriented approaches through its Codex and ChatGPT Work. The company no longer says it has more than 1 billion users, but claims “hundreds of millions" of regular users.
Adobe has been one of the highest-profile victims of the “vibe coding” revolution fueled by Codex and Anthropic’s Claude Code, which many believed would allow relatively easy duplication of Adobe’s sophisticated software, and per-seat licensing business model. Others hit by the stampede out of software included heavyweights such as ServiceNow, Applovin, and Salesforce. Even enterprise security companies were temporarily hit, but have since largely recovered.
Wall Street investors sent Adobe shares tumbling from a 2021 high of $661 per share to as little as $202 in mid-June, when CFO Dan Durn announced his departure for a similar position at chipmaker Marvell. Shares have since perked up along with those of other software stocks, but in March, long-time CEO Shantanu Narayen said he would step down once a replacement had been found while remaining chairman.
The company also announced plans to shift to a freemium mode similar to that offered by competitors.
The ChatGPT announcement recapitulates comments made by NVidia CEO Jensen Huang at Adobe’s marketing-focused Summit in Las Vegas last spring, where he joined Narayen in a sweetly nostalgic conversation about their shared history as immigrant kids who went on to run huge tech companies.
AI, Huang said, would soon allow him to use all the capabilities of Photoshop and other sophisticated Adobe tools at a level previously only available to specialists with years of training and experience. That, he said, would open the software’s power to millions of new users.
American Express ve 2. čtvrtletí zvýšila tržby o 10 % na 19,6 miliardy USD a zisk na akcii o 11 % na 4,53 USD, přičemž zvýšila celoroční růst tržeb na 10 %.
American Express (AXP -1.43%) stock has sputtered this year compared with its benchmarks, sector, and major competitors. The stock is down about 6% year to date, while Visa is up 6%, and Mastercard is flat. The Dow Jones Industrial Average and S&P 500 -- two indexes that include American Express -- are each up 13% so far this year. And the financial services sector within the S&P 500 has averaged a 5% return.
But based on several factors, investors and analysts may be underrating the financial services giant. Just 48% of Wall Street analysts rate it a buy, compared with 93% each for Mastercard and Visa. Here's why you should consider this underrated and overlooked payments stock.
Image source: Getty Images.
Concerns about spending American Express stock struggled in the weeks leading up to its second-quarter earnings release as investors grew concerned about the macro environment and its impact on banks, consumer spending, rates, and credit quality. But when American Express reported Q2 earnings on July 24, the stock price rose as investors were pleasantly surprised.
Revenue increased 10% year over year to $19.6 billion but fell just short of estimates of $19.7 billion. Earnings were up 11% to $4.53 per share, beating estimates of $4.40 per share. And credit quality was strong, with provisions for credit losses and 30-day delinquency rates down year over year and net write-offs holding steady.
Based on strong performance, American Express raised its revenue guidance for the fiscal year to 10% growth -- up from 9% to 10%. It did not, however, boost its earnings guidance, which it kept at $17.30 to $17.90 per share. That would be about 14% growth over fiscal 2025 at the midpoint.
But some investors were concerned about higher spending, as expenses rose 12% in Q2 to $14.5 billion, outpacing revenue growth. Part of the increase was due to higher spending on customer engagement and acquisition costs.
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On the earnings call, CEO Stephen Squeri said the higher spending on marketing, technology, and customer engagement and acquisition is necessary to maintain high retention rates and ensure long-term growth. And this is the time to do it, after strong revenue growth in the first half of the year. Squeri said:
As our strong performance has shown, we are winning with the next generation of premium customers, and we have significant growth opportunities across our businesses and around the world. Taken together, this gives us confidence in our long runway to sustainable growth and our ability to continue delivering attractive returns for our shareholders.
Time to buy? The concern is that this investment ramp-up, which is expected to continue in the second half of the year, will slow growth. But even the 14% projected earnings growth would be higher than the 10% earnings growth rate in 2025. And the consensus among analysts calls for about 14% growth in 2027, to an estimated $20.12 per share.
American Express has long been a well-managed company -- it's why it is one of the largest and oldest holdings in the Berkshire Hathaway portfolio. With its lower valuation, trading at 20 times earnings, and its investment in long-term growth, it's an underrated buy right now.
American Express is an advertising partner of Motley Fool Money. Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends American Express, Berkshire Hathaway, Mastercard, and Visa. The Motley Fool has a disclosure policy.
Cisco čeká za fiskální 4Q tržby 16,85 mld. USD, což je meziročně o 14,9 % více, podpořené poptávkou po AI infrastruktuře. RADCOM snížil výhled tržeb pro rok 2026 na 57–63 mil. USD kvůli zpožděným nasazením u zákazníků.
Key Takeaways Cisco's fiscal Q4 revenues are seen up 14.9%, with AI infrastructure demand supporting growth.Intrusion's Q2 revenues are seen down 19.8%, as investors await updates on the VigilAigent deal.RADCOM cut its 2026 revenue outlook to $57-$63M after customer deployment delays shifted purchases. Accelerated investments in enterprise digitalization, AI-led network upgrades, higher demand for cloud computing, big data, network security and next-generation connectivity solutions are reshaping the outlook for participants in the Zacks Computer - Networking industry.
The proliferation of AI workloads and hyperscale data centers is accelerating investments in high-speed interconnects, optical networking and Ethernet switches. With the explosive growth in data traffic, demand for advanced routing, switching and network optimization solutions is expected to remain strong. Further, growing deployments of fiber networks, Wi-Fi 7 and secure networking solutions are expanding the addressable market. AI workloads require a major upgrade to observability infrastructure. There is a greater need for continuous monitoring of hybrid environments and tighter security amid rising attacks. This is likely to favor prospects for prominent industry players.
Nonetheless, cautious IT spending amid heightened uncertainty over global macroeconomic conditions and volatile supply-chain dynamics due to tariff troubles continues to be concerning for the participants.
The Computer Networking industry is housed within the broader Zacks Computer and Technology sector. For the second quarter of 2026, the tech sector’s earnings are expected to be up 93.6% as per the latest Earnings Preview report
A few major networking companies are scheduled to report their quarterly results in the coming days. Let's see how things might have shaped up for these players, including Cisco Systems (CSCO - Free Report) , RADCOM Ltd (RDCM - Free Report) and Intrusion Inc (INTZ - Free Report) , before their announcements.
Networking Stocks to WatchCisco Systems is slated to report fourth-quarter fiscal 2026 results on Aug. 12, after the closing bell. In the last reported quarter, the company beat the Zacks Consensus Estimate by 2 cents.
The Zacks Consensus Estimate for fiscal fourth-quarter revenues sits at $16.85 billion, up 14.9%. It generated revenues of $14.67 billion in the prior-year quarter. The consensus mark for earnings is currently pinned at $1.17 per share, indicating an increase of 18.2% from the year-ago quarter.
The company is benefiting from the demand for AI Infrastructure solutions, with hyperscaler demand acting as a key catalyst. In the third quarter of fiscal 2026, AI infrastructure orders from hyperscalers came in at $1.9 billion, taking year-to-date total to $5.3 billion. The company raised expected hyperscaler AI orders to $9 billion and expected AI infrastructure revenues from hyperscalers to about $4 billion for fiscal 2026.
Cisco’s networking portfolio, led by Silicon One, AI native security solutions and operating systems, is likely to have cushioned the fiscal fourth-quarter performance.
Within its core Networking segment, Cisco has been witnessing robust traction across the enterprise data center switching business, as customers prepare their infrastructure for agentic applications and AI inferencing. Acacia business has also been witnessing strong growth as hyperscalers deploy both 400G and 800G coherent optics, with 800G pluggables gaining significant traction.
Cisco Systems, Inc. Price and EPS SurpriseHowever, our proven model does not conclusively predict an earnings beat for Cisco this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
CSCO has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Intrusion is scheduled to report second-quarter 2026 results on Aug. 11, after the market close. In the last reported quarter, the company reported a loss of 18 cents per share, wider than the Zacks Consensus Estimate of a loss of 9 cents.
The Zacks Consensus Estimate for second-quarter revenues sits at $1.5 million, down 19.8%. It generated revenues of $1.87 million in the prior-year quarter. The consensus mark for the bottom line is currently pinned at a loss of 10 cents, the same as the year-ago quarter.
The key development in the quarter was the closing of the acquisition of VigilAigent on June 29. VigilAigent is a cybersecurity managed security service provider from Tego Cyber. The transaction adds nearly $3.5 million in annual recurring revenues, more than 80 reseller partners and an installed base of 1,000 clients. Investors would be looking for updates on the recent acquisition as well as management’s outlook for consolidated revenues, costs and cash generation during the second half of 2026.
On the last earnings call, management had highlighted increasing sales momentum supported by expanding Shield installed base and growing adoption of the P.O.S.S.E. program (via partnership with PortNexus).
Intrusion has an Earnings ESP of 0.00% and a Zacks Rank #3.
RADCOM is scheduled to report second-quarter 2026 results on Aug. 12, before the market opening. In the last reported quarter, the company beat the Zacks Consensus Estimate by a cent per share.
The Zacks Consensus Estimate for second-quarter revenues sits at $12 million, down 32.1%. It generated revenues of $17.7 million in the prior-year quarter. The consensus mark for earnings is currently pinned at 20 cents per share, indicating a decline of 20% from the year-ago quarter.
The company recently reported preliminary results for the second quarter and expects revenues to be roughly $12 million. Its quarterly revenue estimates are affected by delays in customer deployment that deferred purchasing decisions. Component cost inflation and supply issues are affecting buyers’ purchasing decisions. However, RDCM added that it did not face cancellations or competitive losses and considers these dynamics as timing considerations rather than demand changes.
The company expects the delays to affect the timing of revenues for the remainder of 2026 and reduced its 2026 revenue outlook to $57-$63 million. Notably, RADCOM expects to remain profitable (on a non-GAAP basis), including these revenue headwinds, in 2026.
RDCM has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell).
Chord Energy ve 2. čtvrtletí vykázala upravený volný cash flow ve výši 414 milionů USD a akcionářům vrátila 220 milionů USD. Od 3. čtvrtletí chce vracet nejméně 75 % upraveného volného cash flow.
Oil Could Dip, But These 3 Energy Stocks Still Look Built to WinChord Energy NASDAQ: CHRD reported second-quarter 2026 adjusted free cash flow of $414 million, with oil production at the high end of its guidance range and adjusted capital spending modestly below the midpoint of guidance, President and CEO Danny Brown said during the company’s earnings call.
The company returned $220 million to shareholders during the quarter through its base dividend and share repurchases, representing 54% of adjusted free cash flow. Brown said Chord’s balance sheet had grown to $612 million and normalized leverage had declined below one-half turn at quarter-end.
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As a result, Chord expects to return at least 75% of adjusted free cash flow to shareholders beginning in the third quarter. Brown said the company expects that payout level to continue through the third and fourth quarters, subject to changes in leverage.
Production and Capital Outlook Chord maintained its full-year 2026 oil-production outlook of 161,000 barrels per day, which is 2,000 barrels per day above its original outlook. Brown attributed the increase largely to investments in low-cost, short-cycle opportunities within the company’s base production.
The company’s overall capital outlook was “essentially unchanged,” though spending is expected to decline materially in the third quarter after Chord dropped its second frac crew in July. Brown said spending is expected to decrease again in the fourth quarter.
Chord raised its full-year lease operating expense outlook to $10.30 per barrel of oil equivalent. The increase reflects expanded production-enhancement initiatives, higher workover costs than initially expected and somewhat higher non-operated lease operating expense.
Brown said the company is willing to incur incremental operating costs where it sees opportunities to generate strong risk-adjusted future cash flow. Those efforts include workovers, efforts to reduce downtime, chemical treatments, surface de-bottlenecking and artificial-lift optimization.
Base Production Optimization Efforts Chord has expanded testing of chemical treatments across a larger population of wells after seeing encouraging initial results, according to Brown. The company is testing multiple treatment types and is currently assuming only limited volume upside from the initiative while it evaluates effectiveness, economics and the potential for broader deployment.
Brown said Chord needs more production history before incorporating a larger contribution from the chemical program into its outlook. The company is using selection criteria to identify wells that may be the best candidates for particular treatments, while monitoring results to determine whether performance can be replicated.
Chief Operating Officer Darrin Henke said some of the work includes lowering pumps and has resulted in improved productivity. He added that the company has arrested production declines across a meaningful portion of its wells through several optimization initiatives.
Brown also highlighted Chord’s use of artificial intelligence to optimize rod-pump operations across much of its field. The technology is intended to improve pump loading, reduce equipment wear and support production. Chord is also using computer-based scheduling to allocate workover rigs across its more than 5,000 wells in the basin, considering factors such as production volumes, repair costs, parts availability and the proximity of wells.
Longer Laterals and Completion Efficiency Chord continued to advance its longer-lateral drilling program, turning in line four additional four-mile pads since its May update. The company has now executed 26 four-mile wells in total and remains on track to scale the program through the second half of 2026 and into 2027.
Brown said early execution and performance from the four-mile wells were in line with expectations, though the company needs more time to assess the full contribution from the fourth mile of lateral length. The company is using tracers on four-mile wells and has observed tracer returns from toe stages at the surface, Henke said, indicating that those stages are contributing.
Chord also completed what Henke described as the Bakken basin’s first trimulfrac. The company is evaluating trimulfrac and remote-fracking opportunities for 2027, with Henke estimating that trimulfrac could represent roughly 20% to 50% of next year’s program, depending on operational conditions.
The company said faster frac cycle times accelerated some activity into the first half of the year, increasing first-half production while reducing expected second-half volumes relative to its initial outlook. Chord also cited reduced facilities-related capital from equipment reuse and scalable facility design.
Commodity Differentials and Hedging Chord updated its differential and realization outlook to reflect market conditions. Bakken crude traded at premiums to West Texas Intermediate during the second quarter, which management attributed to unusual market conditions, including a sharp oil-price increase and backwardation in the commodity curve.
Michael Lou, Chord’s chief strategy officer and chief commercial officer, said Bakken crude has historically traded in a range from about $2 per barrel below WTI to $2 per barrel above it. Chord expects its net premium to fade through the remainder of 2026 and is guiding to pricing slightly below WTI, which Lou characterized as still strong basin differentials.
Chord also added hedges for the next several years. The company has approximately 38% of its second-half 2026 oil volumes hedged and about 18% of 2027 oil volumes hedged.
Brown said the company remains focused on disciplined capital allocation and continuous operational improvement amid uncertainty around oil prices and commodity-market volatility.
About Chord Energy (NASDAQ:CHRD)Chord Energy Corporation NASDAQ: CHRD, formerly known as Oasis Petroleum Inc, is an independent exploration and production company focused on the acquisition, development and production of crude oil, natural gas and natural gas liquids. Headquartered in Houston, Texas, Chord Energy emerged from financial restructuring in early 2021 and rebranded in October 2022 to reflect its renewed strategic vision.
The company’s core operations are concentrated in two prolific U.S. resource plays: the Williston Basin across North Dakota and Montana, and the Delaware Basin spanning parts of West Texas and southeastern New Mexico.
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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Carnival Corporation zvýšila cíl snížení intenzity emisí skleníkových plynů o 25 % do roku 2029. Firma už původní cíl pro rok 2030 splnila o pět let dříve.
World's largest cruise company reinforces GHG intensity goal with new 25% reduction target by 2029, raising previous goal by five percentage points and accelerating timeline by one year
New target follows company achieving original 2030 goal five years early thanks to its comprehensive decarbonization strategy
, /PRNewswire/ -- Carnival Corporation (NYSE: CCL), the world's largest cruise company, announced a new sustainability target to achieve a 25% reduction in greenhouse gas (GHG) emissions intensity by 2029, measured on an available lower berth days basis compared to its 2019 baseline. After successfully reaching its 2030 goal five years ahead of schedule – cutting GHG emissions intensity by 20% in 2025 – the company raised its original target an ambitious five percentage points and accelerated its timeline to achieve the goal a full year early in 2029. The efficiency work behind that milestone is also showing up on the bottom line with fuel-efficiency gains on track to save the company roughly $650 million in 2026 alone versus 2019 levels.
Carnival Corporation's progress, detailed in its newly published 2025 Sustainability Report, is driven by a comprehensive decarbonization strategy focused on operational improvements, energy efficiency investments and low-GHG power generation. Together, these efforts have delivered sustained emissions reductions over nearly two decades. Since 2008, the company has reduced its GHG emissions intensity by 44%, meaning emissions associated with each guest sailing have been cut roughly in half during that period.
"Achieving our 2030 GHG reduction goal five years early is a significant milestone that reflects years of disciplined investment, innovation and operational focus across our global fleet," said Josh Weinstein, CEO of Carnival Corporation. "But we're not treating it as a finish line. Our new 2029 target ensures we're continuing to improve every part of the equation, from using less fuel to advancing the tools, technologies and infrastructure that will help us lower emissions even further over time. That's good for the planet, good for our business and gives us real confidence in the road ahead."
To achieve its 2029 target, Carnival Corporation's decarbonization strategy prioritizes lowering energy use today while developing the flexibility to pursue multiple fuel pathways in the future:
Operational Improvements & Energy Efficiency Investments
One way Carnival Corporation reduces its GHG emissions intensity is by continuously improving ship operations and adopting technologies that lower energy use across its fleet. Together, these efforts help reduce fuel consumption, drive performance and support the company's ongoing emissions reduction goals, while maintaining the award-winning guest experiences its cruise lines are known for.
Operational enhancements, including smart itinerary planning and voyage optimization tools, help identify the most fuel-efficient routes and sailing patterns. Carnival Corporation is also integrating technologies that reduce energy demand, improve hydrodynamic performance and capture energy that would otherwise be wasted. These efforts range from Power Saver Packs that reduce HVAC and lighting loads to waste heat recovery systems and Air Lubrication Systems that help ships move more efficiently through the water. Complementing these initiatives, seven new ships scheduled to join the fleet through 2033 are expected to deliver more than 20% greater efficiency per passenger than current ships.
Low-GHG Power Generation
At the same time, Carnival Corporation is investing in a range of low-GHG technologies and solutions, recognizing that no single approach alone will deliver net-zero ship operations. This includes a growing fleet of LNG-powered ships, expanded shore power capabilities that allow ships to connect to local electrical grids while in port, increased biofuel use as more supply comes online and peak energy use shaving with battery storage systems. Together, these investments are advancing lower-emission operations today while building flexibility to adopt future energy solutions as they mature.
Carnival Corporation's decarbonization strategy is a cornerstone of its climate action efforts and is one of its many planet-focused initiatives, which also include programs to advance a circular economy model, support biodiversity and conservation, and promote sustainable tourism. To learn more about Carnival Corporation's purpose and its commitment to sustainability, visit Our Impact.
This release may include claims related to our GHG emissions reductions, goals, initiatives, accomplishments and progress reports. Supporting data for such GHG emissions claims, including data verification information, is published annually in our Sustainability Reports on carnivalcorp.com/impact.
Frequently Asked Questions
Q: How did Carnival Corporation reduce its carbon emissions intensity by 20% since 2019?
Snippet answer: Carnival Corporation achieved a 20% reduction in carbon emissions intensity in 2025 (vs. its 2019 baseline) through fleet transformation, operational efficiencies and investments in energy-efficient and low-GHG technologies. A significant contributor has been its fleet transformation strategy, introducing LNG-powered and more energy-efficient ships while retiring its less-efficient vessels.
A: Carnival Corporation achieved a 20% reduction in carbon emissions intensity in 2025 (vs. its 2019 baseline) through a combination of fleet transformation, operational efficiencies and investments in energy-efficient and low-GHG technologies. A significant contributor has been the company's strategic fleet restructuring, which introduced a new generation of more energy-efficient ships, pioneered 11 LNG-powered cruise vessels, and retired 27 older, less efficient ships since 2019. Boldly investing in next-generation ship technology while advancing energy-saving systems and optimizing operational performance has greatly improved fuel efficiency and lowered per-guest GHG emissions. This achievement builds on nearly two decades of progress. Since 2008, the company has reduced its GHG emissions intensity by 44%, cutting per-guest emissions nearly in half in that time.
Q: What operational improvements is Carnival Corporation making to cut its carbon emission intensity?
Snippet answer: Carnival Corporation is cutting its carbon emission intensity through a range of operational refinements and technology investments – from smart itinerary routing, strategic destination development, robotic hull cleaning and more. Together they help squeeze greater efficiency out of every voyage while still delivering award-winning guest experiences.
A: One way Carnival Corporation is cutting its carbon emission intensity is by using less fuel – the result of hundreds of operational refinements and technology investments that squeeze more energy efficiency out of every voyage while still delivering its cruise lines' award-winning guest experiences. A few examples include:
Smart routing: Advanced voyage optimization, weather routing and itinerary planning tools find the most fuel-efficient path between ports with no trade-off in guest experience. Strategic destination development: Exclusive destinations like its new Celebration Key in The Bahamas enable more efficient itineraries and sailing patterns while leveling up the guest experience. Clean hulls: Robotic hull inspection and cleaning reduce drag and improve performance, lowering fuel use fleetwide. Q: What energy efficiency investments is Carnival Corporation making to cut fuel use?
Snippet answer: Carnival Corporation is cutting fuel use through Power Saver Packs (HVAC, LED, energy management), Air Lubrication Systems and Azipod propulsion – plus seven new ships arriving through 2033 that are 20%+ more efficient.
A: Carnival Corporation is cutting fuel use through fleet-wide energy-efficiency investments. Power Saver Packs – including HVAC upgrades, LED lighting and advanced energy management systems – are now installed on about 80% of the company's ships, shaving annual shipboard energy demand by about 535,000 megawatt-hours versus 2019. Air Lubrication Systems on 13 ships reduce propulsion energy needs by around 5%, while Azipod propulsion on more than 40 ships can trim fuel use by up to 10%. Seven new ships scheduled for delivery through 2033 will be over 20% more efficient than the ships they replace.
Q: What low-GHG technologies is Carnival Corporation using across its fleet?
Snippet answer: Carnival Corporation uses a range of low-carbon technologies across its fleet – including LNG propulsion, shore power, biofuels and battery energy storage – because no single solution alone can deliver net-zero ship operations.
A: Carnival Corporation is investing in a range of low-carbon technologies and solutions to reduce GHG emissions, including LNG propulsion, shore power, biofuels and battery energy storage – because no single solution alone will deliver net-zero ship operations. The company now operates 11 LNG-powered ships, about 21% of fleet capacity, with seven more scheduled for delivery through 2033. Shore power capability has expanded to 74% of the fleet, letting ships switch off engines and connect to local electrical grids in port when the infrastructure allows – something they did during roughly 1,460 port calls in 2025. As part of its 2030 sustainability goals, the company aims to achieve 80% fleetwide shore power connection capability by 2030, a target it is well on its way to reaching. Carnival Corporation is also growing fleetwide biofuel use and operates a 10 MWh battery energy storage system aboard AIDAprima (the largest in the cruise industry). Together, these investments advance lower-GHG operations while building flexibility for future energy solutions.
About Carnival Corporation
Carnival Corporation is the largest global cruise company and among the largest leisure travel companies, with a portfolio of world-class cruise lines – AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises, Princess Cruises, and Seabourn. Carnival Corporation Ltd. trades under the ticker symbol CCL on the NYSE and is a member of the S&P 500.
For more information, please visit www.carnivalcorp.com, www.aida.de, www.carnival.com, www.costacruises.com, www.cunard.com, www.hollandamerica.com, www.pocruises.com, www.princess.com, and www.seabourn.com.
Investors who buy Salesforce (CRM -3.95%) today are really betting on whether CEO Marc Benioff's "agentic enterprise" vision sticks, not just whether the next quarter beats expectations.
His conviction isn't just bravado; it's tied to a specific bet that artificial intelligence (AI) will become digital labor within Salesforce rather than a commodity feature that would make its platform irrelevant.
That makes the stock a higher‑risk, higher‑reward hold or accumulation story, not a sleepy blue chip.
Image source: Getty Images.
When Benioff pushes back on fears that AI will kill Salesforce, he's arguing that the company has rebuilt itself around the idea of the agentic enterprise -- a world where AI agents do work and humans provide judgment. On Salesforce's own materials, you can see the evolution: Einstein introduced predictive AI, then generative capabilities layered on top, and now Agentforce is presented as agentic AI that plans and executes multistep tasks grounded in unified customer data.
In its fiscal 2026 press release, Salesforce describes itself as "the operating system for the Agentic Enterprise" and introduces Agentic Work Units, a way of counting tasks completed by AI agents, with 2.4 billion of those units already delivered. To me, that's a quiet but important signal: Salesforce is trying to measure and sell AI as labor, not just as another checkbox feature.
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Some aspects to watch out for Wall Street's anxiety still has teeth. The company itself, in that same release, lists "uncertainties regarding AI technologies and their integration into our product offerings" among key risks. Salesforce is pushing a transition from simple seat‑based pricing toward consumption metrics tied to AI work. That may be smart over a decade, but in the near term, it muddies visibility for investors who grew comfortable tracking users and subscription revenue.
There's also execution risk: Salesforce is simultaneously ramping Agentforce, expanding Data 360, and weaving AI through Slack and other acquired platforms. Even in its own language, the business acknowledges dependence on external model providers and a shifting regulatory backdrop. A strategy this ambitious leaves less margin for error.
At the same time, the internal signals around AI look more substantial than hype. Salesforce reports Agentforce annual recurring revenue (ARR) of $800 million, up 169% year over year, with 29,000 deals closed and Agentforce accounts in production up nearly 50% quarter over quarter. Those numbers are still small relative to total revenue, but they show customers paying directly for AI agents rather than passively accepting them.
Data 360 ingestion, hitting 112 trillion records in fiscal 2026, more than doubled the prior year, suggesting customers are consolidating more of their customer data and workflows on Salesforce's rails. The more intelligence moves to where work happens, the more valuable that data gravity becomes.
So should investors bet on Benioff's conviction? To me, Salesforce today is best used as a deliberate, sized wager on a specific AI thesis -- that large enterprises will demand trusted, governed AI labor deeply integrated with their customer data. If you buy that premise and can tolerate volatility while this agentic model matures, the current skepticism‑driven pullback looks like a reasonable entry point.
If you think AI will be commoditized and lighter tools will win, this is a stock to approach cautiously or avoid.
Etsy uvedla, že její strategie v oblasti AI začíná přinášet výsledky: počet aktivních kupujících se zvýšil o 350 tisíc na zhruba 87 milionů a tržby vzrostly o 7,5 % na 2,6 miliardy USD.
Etsy CEO Kruti Patel Goyal said during a second-quarter earnings call Thursday (Aug. 6) that the company is applying artificial intelligence in three distinct ways: making Etsy more personal, making Etsy more discoverable, and learning how the next generation of shopping will work through native conversational tools.
Traffic from AI agent platforms remained under 1% of Etsy’s total, although it converts at a higher rate and larger average order size. Machine learning also helped expand Etsy’s ad take rate this quarter by improving relevance and seller budget pacing.
Most companies talking about AI and commerce right now are chasing agentic shopping traffic, the orders that arrive when an outside AI assistant sends a buyer to a marketplace. Etsy’s leadership spent part of the call explaining why that traffic barely matters yet.
Where Etsy Is Employing AI Patel Goyal broke Etsy’s AI strategy into three buckets. Agentic traffic was the smallest of the three by volume. She said the bigger opportunity sits inside Etsy’s own platform, where AI already shapes what buyers see every time they open the app.
Etsy’s clearest AI wins are happening in search and personalization, not in outside agent traffic. The company has built richer buyer profiles covering more than 65 million shoppers, feeding real-time personalization into search results, home feed content and marketing outreach, Patel Goyal said. The system creates a compounding effect, as the more a buyer engages, the more relevant each subsequent visit becomes.
That personalization layer is showing up directly in revenue. Etsy’s overall take rate reached 25.9%, up 130 basis points year over year. Roughly 80 of those basis points came from the divestiture of Reverb rather than organic gains, Chief Financial Officer Lanny Baker said on the call. The rest came from Etsy ads, where machine learning is improving relevance and seller budget pacing.
Etsy’s third AI bucket, native conversational tools, is still in early testing. Its gifting assistant lets buyers describe an occasion or a person in natural language rather than typed search terms, an approach Patel Goyal described as a way to capture shopping intent earlier and more precisely than traditional search allows.
Buyer Growth Turns Positive for the First Time Since 2023 The quarter gave Etsy something it hadn’t had in years: proof that the AI strategy is producing results. Etsy’s active buyer count grew by 350,000 sequentially to approximately 87 million, roughly stable year over year after a long stretch of decline. More significantly, gross buyer additions accelerated. Both habitual and repeat buyer cohorts, the platform’s most valuable customers, grew sequentially for the first time since 2023, Patel Goyal said.
Mobile app engagement is driving much of that shift. App GMS growth accelerated to 12.5% year over year, with the app now representing 47% of Etsy’s total GMS, Baker said. Visits per monthly active user and orders per visit both increased year over year, a pattern Baker attributed to fresher, more diverse content replacing recently viewed listings in the app’s feed.
Young buyers are entering the funnel through different channels than before. Etsy shifted marketing investment toward YouTube and TikTok, including a partnership with pop singer Olivia Rodrigo that combined an in-person activation with an exclusive merchandise collaboration, Patel Goyal said. The shift drove a fivefold increase in visits from millennial and Generation Z audiences on those platforms during the first half of 2026.
What Else Stood Out
The company closed the sale of Depop, its secondhand fashion marketplace, to eBay on July 30, generating $1.4 billion in cash proceeds, and used part of that capital to accelerate share buybacks during the quarter. Etsy has no current plans to launch live shopping, Patel Goyal said, although there has been “real innovation” in the space from competitors, according to Baker. The company is watching the channel rather than building it. Trailing 12-month gross merchandise sales per active buyer rose 2.8% year over year. Average order value was driven up partly by sellers raising listing prices and partly by Etsy’s search improvements surfacing higher-quality inventory. Seller retention improved alongside seller growth, with the company describing a healthier seller base overall compared to the prior year. Topline Results and Third-Quarter Outlook Etsy reported second-quarter Etsy marketplace GMS of $2.6 billion, up 7.5% year over year. Revenue reached $668 million, up 9.3% for the Etsy marketplace on a standalone basis, with a take rate of 25.9%.
For the third quarter, Etsy guided Etsy marketplace GMS to a range of $2.53 billion to $2.58 billion, representing 4% to 6% year-over-year growth, with a take rate of approximately 26%. The company raised its full-year 2026 outlook to mid-single-digit GMS growth, up from a prior low-single-digit forecast.
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Intuitive Surgical nainstalovala 246 systémů da Vinci 5 a nainstalovaná základna přesáhla 1 700 kusů. Firma očekává, že upgrade cyklus bude pokračovat několik let díky softwarovým aktualizacím.
Key Takeaways Intuitive Surgical placed 246 da Vinci 5 systems as the installed base topped 1,700 systems.ISRG began rolling out the first of 100-plus software updates and filed new FDA 510(k) features.Intuitive Surgical expects da Vinci 5 upgrades to build over years, similar to the da Vinci Xi cycle. Intuitive Surgical's (ISRG - Free Report) second-quarter 2026 results suggest that the da Vinci 5 platform is evolving into more than a routine product refresh. It appears to be laying the foundation for a multi-year capital upgrade cycle driven by software innovation, clinical capabilities and a growing installed base.
The momentum was evident in the quarter's capital performance. Intuitive Surgical placed 468 da Vinci systems globally, including 246 da Vinci 5 systems, while the installed base of the latest-generation platform surpassed 1,700 systems. More than 15,000 surgeons have already used da Vinci 5 since its launch, indicating rapid physician adoption that could encourage additional hospitals to modernize their robotic surgery programs. Trade-ins also accelerated to 144 systems from 83 a year earlier, largely reflecting U.S. customers upgrading from older platforms.
Unlike previous hardware-centric product launches, da Vinci 5 has been designed as a software-enabled platform capable of continuous enhancements. During the quarter, Intuitive Surgical rolled out the first phase of more than 100 planned software updates focused on telepresence, simulation-based training and care-team workflow. The company also submitted multiple new features for FDA 510(k) clearance, reinforcing management's strategy of steadily expanding the platform's capabilities rather than relying on a single launch event.
Management also drew parallels with the successful da Vinci Xi upgrade cycle. The Xi transition required roughly seven years to reach peak trade-in volumes, and executives expect the da Vinci 5 upgrade cycle to follow a similarly progressive, multi-year path. As software updates continue to enhance the ecosystem, management believes the platform will become increasingly attractive to existing customers over time.
Notably, hospitals continue to invest despite macroeconomic concerns. Management described the U.S. capital environment as stable, with a healthy pipeline supported by leasing, which accounts for roughly 70% of U.S. system acquisitions. The company noted that customer interest in accessing the latest da Vinci 5 technology, higher utilization and additional system capacity have outweighed concerns surrounding healthcare reimbursement and broader economic uncertainty.
Peer UpdatesEdwards Lifesciences (EW - Free Report) is positioning itself for a multi-year product upgrade cycle through continuous innovation across its structural heart portfolio rather than relying on a single platform. Management highlighted several near-term catalysts, including the next-generation SAPIEN X4S platform currently in the ALLIANCE trial, an anticipated U.S. TAVR National Coverage Determination update, new PASCAL Capture Clarity technology, a U.S. tricuspid indication for PASCAL, the rollout of ECLIPTIS, and continued expansion of EVOQUE and SAPIEN M3.
The company believes these product launches, indication expansions and growing clinical evidence will gradually broaden patient access, reinforce physician adoption and support durable product refresh cycles and long-term structural heart growth.
Glaukos (GKOS - Free Report) is building a long-term upgrade cycle through a diversified ophthalmology pipeline spanning multiple therapeutic platforms. While iDose TR and Epioxa remain the company's primary commercial growth engines, management is advancing iDose TREX, iDose TRIO, a keratoconus screening device, third-generation customized iLink therapy, PRESERFLO MicroShunt, additional iStent infinite indications, an iLution therapy for Demodex blepharitis and GLK-401 for retinal disease.
The company also continues expanding Phase IV clinical evidence and commercial infrastructure to support adoption. Management believes that its pipeline programs can create successive innovation cycles, expand treatment paradigms and sustain growth well into the next decade.
ISRG’s Price Performance, Valuation and EstimatesShares of ISRG have lost 33.8% so far this year compared with a 10.7% decline of the industry.
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From a valuation standpoint, Intuitive Surgical trades at a forward price-to-earnings ratio of 32.74X, above the industry average. But, it is significantly lower than its five-year median of 69.11X. ISRG carries a Value Score of D.
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The Zacks Consensus Estimate for Intuitive Surgical’s 2026 earnings implies a 20.3% rise from the year-ago period’s level.
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The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AMC ve 2. čtvrtletí vytvořila rekordní volné cash flow ve výši 190,1 mil. USD a zlepšila ziskovost díky vyšším tržbám a nákladové disciplíně. Firma zároveň snížila dluh a má v hotovosti 778 mil. USD.
Key Takeaways AMC generated free cash flow while improving profitability through cost discipline and guest spending.AMC reduced debt, lowered interest costs and boosted liquidity to fund premium theater investments.AMC aims to build on stronger cash generation as the box office recovery supports long-term growth. AMC Entertainment Holdings, Inc.’s (AMC - Free Report) record second-quarter 2026 free cash flow marks a turning point in its recovery story. As stronger operating performance translates into healthier cash generation, investors are increasingly asking whether the company now has the financial flexibility to support its next phase of growth.
The company generated $190.1 million in free cash flow alongside record revenues and adjusted EBITDA, driven by a stronger movie slate, market share gains, higher spending per guest and disciplined cost management. AMC demonstrated meaningful operating leverage, converting incremental revenues into substantially higher profitability while continuing to keep expenses under control.
The stronger cash position is also improving AMC's financial foundation. During the quarter, the company refinanced debt, reduced borrowings through equity conversion and extended major debt maturities to 2029, while lowering future interest expenses. With $778 million in cash, AMC is positioned to invest in high-return opportunities, including premium large-format screens, theater upgrades and initiatives that enhance customer engagement through its loyalty and subscription programs.
Although AMC has not yet achieved sustainable full-year free cash flow positivity, management believes that milestone is within reach as leverage declines and financing costs ease. If the box office recovery remains strong and blockbuster releases continue to attract audiences, improving cash flow could provide the financial foundation for AMC's next stage of profitable growth.
How Does AMC Compare With Its Peers?AMC's improving cash flow stands out against other major theater operators such as Cinemark Holdings (CNK - Free Report) and Marcus Corporation (MCS - Free Report) , both of which are also benefiting from the recovery in theatrical attendance. Cinemark has maintained a relatively stronger balance sheet and consistently generated positive cash flow by focusing on premium experiences, disciplined capital allocation and cost efficiency. CNK’s healthier financial position provides greater flexibility to invest in theater upgrades while returning capital to its shareholders.
Marcus Corporation, meanwhile, has emphasized operational efficiency and selective investments across its theater portfolio while benefiting from a diversified business model that includes hotels and resorts. Although its scale is smaller than AMC's, Marcus Corporation has maintained a conservative financial profile that supports steady cash generation. AMC, however, is narrowing the gap by reducing debt, lowering interest costs and generating record free cash flow. If it sustains this momentum, the company could gain greater financial flexibility to accelerate growth initiatives and compete more effectively with peers.
AMC’s Price Performance, Valuation & EstimatesShares of AMC have surged 99.3% in the past six months compared with the industry’s 0.5% growth.
AMC’s Price Performance
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From a valuation standpoint, AMC trades at a forward price-to-sales (P/S) multiple of 0.43X, below the industry’s average of 2.88X.
MC’s P/S Ratio (Forward 12-Month) vs. Industry
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The consensus estimate for AMC’s 2026 loss per share indicates a 77.1% year-over-year improvement.
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AMC’s Zacks RankAMC currently holds a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Uživatelé ekosystému MercadoLibre vzrostli ve 2. čtvrtletí 2026 meziročně o 37 % a generovali GMV o 70 % vyšší než zákazníci pouze marketplace. Držitelé kreditních karet mají 2 až 3krát vyšší šanci zůstat v ekosystému.
Key Takeaways MercadoLibre's ecosystemic users grew 37% year over year in Q2 2026, faster than other user groups.MELI ecosystemic users generated 70% more GMV and bought 55% more items per user.Credit card holders are two to three times more likely to remain ecosystemic. MercadoLibre, Inc.’s (MELI - Free Report) ecosystem advantage is becoming more visible in the way users move between commerce and financial services. The marketplace attracts buyers and sellers, while Mercado Pago provides payments, credit, savings and insurance products. As usage expands across both platforms, each business improves the relevance of the other.
The clearest evidence comes from ecosystemic users, meaning customers who use both MercadoLibre’s marketplace and Mercado Pago. This user group grew 37% year over year in the second quarter of 2026, faster than unique commerce buyers and fintech monthly active users. Management also noted that ecosystemic users have been the company’s fastest-growing segment since late 2023.
Ecosystemic users generated 70% more gross merchandise volume and bought 55% more items per user than marketplace-only customers. They also shopped across more categories and used the marketplace more frequently. Within fintech, these users generated almost 90% more payment volume per user than fintech-only customers. Their assets under management were more than double, and their insurance usage was almost four times higher.
MercadoLibre is also using specific products to pull users deeper into the ecosystem. Credit card holders are two to three times more likely to remain ecosystemic. Meanwhile, the MELI+ loyalty program grew subscriber count by 72% year over year, deepening user stickiness even further.
The result is a broader relationship with each customer. A user may begin by purchasing an item, then adopt Mercado Pago, receive credit, hold savings and join MELI+. Every additional connection increases convenience and reduces the need to leave the platform, strengthening a network that becomes more valuable as participation deepens. This compounding profitability underscores why MercadoLibre’s ecosystem structure is difficult to beat.
What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares gain 2.8% over the past three months compared with the industry’s 0.8% rise. While Amazon shares have gained 0.5%, Sea Limited has rallied 29.6% in the aforementioned period.
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From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 37.07, higher than the industry average of 23.02. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 27.89) and Sea Limited (22.70).
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The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.
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MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways Sea Limited's Q2 earnings estimate implies 17.6% growth, with revenues expected to rise 36.82%.Shopee investments and higher credit-loss provisions likely pressured margins and earnings.AI adoption and Shopee's strong Brazil execution likely boosted efficiency, engagement and market share. Sea Limited (SE - Free Report) is scheduled to report second-quarter 2026 results on Aug. 11.
The Zacks Consensus Estimate for SE’s second-quarter earnings is pegged at $1.00 per share, unchanged over the past 30 days but revised down by 3 cents over the past 60 days. The estimate indicates year-over-year growth of 17.6% from the 85 cents per share reported in the year-ago quarter.
The Zacks Consensus Estimate for revenues is pegged at $7.34 billion, suggesting year-over-year growth of 36.82%.
Sea Limited’s earnings missed the Zacks Consensus Estimate in all the trailing four quarters, delivering an average negative surprise of 15.51%.
Let us see how things have shaped up for the upcoming announcement.
Factors Likely to Shape SE’s Q2 ResultsSea Limited’s aggressive investments in logistics, fulfillment, ShopeeVIP, AI capabilities and user acquisition are expected to have weighed on profitability in the second quarter of 2026. Management has reiterated that 2026 is a year for prioritizing growth-oriented investments aimed at further strengthening competitive advantage; however, they have also acknowledged that these initiatives are still in the early stages of improving unit economics. As a result, higher operating expenses are likely to have pressured Shopee’s margins during the quarter under review, even as revenue growth remained healthy.
Sea Limited’s rapidly expanding digital lending business is expected to have increased financial risk in the second quarter of 2026. While asset quality remained stable, the company continued to aggressively grow its loan portfolio across existing customers, new user segments and off-Shopee lending. This expansion was accompanied by a sharp rise in provision for credit losses, indicating higher costs associated with scaling the credit business. These elevated provisioning expenses likely continued to pressure earnings in the quarter under review despite strong lending growth.
However, Sea Limited’s growing AI adoption and strong execution in Brazil are anticipated to have supported second-quarter 2026 performance. AI-powered search, recommendations and content tools improved purchase conversion rates by 14%, while AI chatbots handled around 80% of customer queries, reducing customer service costs by roughly 30%. Meanwhile, Brazil remained Shopee’s fastest-growing profitable market, supported by improved delivery times, new fulfillment centers and rapid ShopeeMall expansion. Together, these initiatives are likely to have enhanced operating efficiency, customer engagement and market share in the upcoming announcement.
What Our Model Says About Sea Limited StockOur proven model does not conclusively predict an earnings beat for SE this time around. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
Sea Limited currently has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat earnings in their upcoming releases:
Analog Devices (ADI - Free Report) currently has an Earnings ESP of +2.37% and carries a Zacks Rank #2. ADI shares have gained 39.3% in the year-to-date period. ADI is set to report its third-quarter fiscal 2026 results on Aug. 19. You can see the complete list of today’s Zacks #1 Rank stocks here.
Applied Materials (AMAT - Free Report) presently has an Earnings ESP of +1.52% and a Zacks Rank #2. AMAT shares have surged 107.9% in the year-to-date period. AMAT is set to report its third-quarter fiscal 2026 results on Aug. 13.
Kingsoft Cloud (KC - Free Report) has an Earnings ESP of +12.5% and a Zacks Rank #2 at present. KC shares have returned 21% in the year-to-date period. KC is slated to report its second-quarter 2026 results on Aug. 19.
APA ve 2. čtvrtletí vykázala čistý zisk 747 milionů USD a volný peněžní tok 738 milionů USD. Zároveň zvýšila celoroční výhled produkce ropy v Permské pánvi na 123 000 barelů denně.
Why One Energy Expert Is Betting on These 3 Oil Stocks NowAPA NASDAQ: APA reported second-quarter 2026 net income of $747 million, or $2.11 per diluted share, as operational performance and cost-cutting initiatives supported free cash flow generation across its portfolio.
Adjusted net income was $669 million, or $1.89 per diluted share, excluding an after-tax unrealized gain of $92 million related to basis hedges and other smaller items, Chief Financial Officer Ben Rodgers said. The company generated $738 million of free cash flow during the quarter and returned $189 million to shareholders through dividends and share repurchases.
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3 Oil Stocks Rebounding Off Multi-Month LowsThrough the first half of 2026, APA generated more than $1.2 billion in free cash flow, Rodgers said. The company attributed the result to commodity prices as well as structural changes including lower costs, capital-efficiency gains and portfolio high-grading.
Cost-Savings Target Raised Chief Executive Officer John Christmann said APA now expects to exit 2026 with approximately $500 million in annualized run-rate savings, exceeding the $450 million target established at the start of the year. The company had previously captured $300 million in savings during 2025, according to Rodgers.
Rodgers said APA expects lease operating expense for the full year to total $1.5 billion, $25 million below prior guidance. Savings in the U.S. and North Sea are expected to more than offset inflation in diesel and certain service costs.
The company also expects annualized interest expense savings of about $175 million exiting 2026 as debt declines. Rodgers said the combined impact of controllable-spend reductions and lower interest expense would amount to roughly $675 million of costs lower than at the end of 2024.
Full-year 2026 free cash flow is expected to reach about $2.3 billion at current strip pricing. APA expects its gas trading portfolio, including basis hedges, to generate about $950 million of pretax cash flow in 2026. The company said changes in Waha pricing have limited effect on consolidated free cash flow because its unhedged transportation portfolio is closely matched with Permian equity gas production. Permian Guidance Rises as Rig Activity Falls APA raised its full-year Permian oil production outlook to 123,000 barrels per day while maintaining its $1.3 billion capital budget. Christmann said the company originally estimated that sustaining roughly 120,000 barrels per day following the Callon integration would require eight rigs and about $1.7 billion in capital.
APA now plans to operate four rigs for the rest of 2026. President Stephen Riney said the company began the year planning for five rigs and expects to average 4.5 rigs for the year. Those rigs are expected to drill more lateral footage and complete as many wells as the original five-rig plan, he said.
Christmann said improvements in drilling, completions and base-production management have reduced capital intensity. The company is also pursuing a target of $3.5 million per month in run-rate Permian operating-cost savings by year-end.
In Egypt, adjusted production was in line with guidance. Gross gas production increased during the quarter, and APA said about half of its gas production now benefits from the revised pricing agreement. The company maintained its overall BOE production outlook for Egypt but updated expectations for gross oil production to approximately 118,000 barrels per day and gross gas production to 535 million cubic feet per day.
Christmann said stronger results from recent rich-gas discoveries led APA to defer some lower-pressure gas volumes at Qasr. Higher associated liquids are expected to offset the resulting near-term gas impact, leaving the expected BOE production profile largely unchanged.
Debt Reduction and Shareholder Returns APA repaid $752 million of bond debt during the first six months of 2026, including $673 million during the second quarter. The company expects to end the year with net debt of approximately $3.3 billion and said it could reach its $3 billion net debt target in 2027 based on current strip pricing.
Rodgers said achieving that target would be ahead of the three- to four-year timeline discussed when APA announced it last year. The company reiterated its commitment to return at least 60% of free cash flow to shareholders annually through dividends and share buybacks.
“We’ve not returned that much in the first half of the year,” Rodgers said in response to an analyst question, adding that this implies “quite a bit of share buybacks” in the second half.
Christmann said APA intends to maintain the 60% return framework even as exploration spending rises from a comparatively light level in 2026. Rodgers said 2027 exploration spending could include two Alaska wells costing approximately $100 million to $120 million, one to two Suriname wells estimated at $50 million to $75 million each net to APA, and a Uruguay well where APA is expected to receive a substantial carry from partner Eni.
Exploration Portfolio Advances In Suriname, APA said the Gran Morgu development remains on budget and on schedule for first oil in mid-2028. Christmann said the project, operated with TotalEnergies, is expected to provide production and free-cash-flow growth while the joint-venture structure helps APA fund its domestic and international activities.
The company also said it will return to Block 58 in Suriname next year for additional exploration aimed at potentially adding to the Gran Morgu plateau or supporting more infrastructure.
APA recently agreed to acquire Savant Alaska, gaining infrastructure adjacent to its eastern North Slope acreage, including a processing facility, pipeline access to the Trans-Alaska Pipeline System, a gravel pad, airstrip and dock. Christmann said APA’s Alaska position now spans nearly 500,000 acres and includes the King Street and Sockeye discoveries.
The company plans to build ice roads late this year and spud two Alaska wells in 2027: an appraisal well at Sockeye called Hungry Horse and an exploration well targeting the larger Chinook prospect. Christmann said it remains too early to define development plans.
In Uruguay, APA brought Eni into Block OFF-6, retaining a 60% working interest. Eni will fund a significant portion of the initial exploration well, which APA expects to drill in late 2027. Executive Vice President of Exploration Tracey Henderson said the planned well will test deeper Cretaceous targets than the Raya well, which APA does not believe was drilled deeply enough to test its objectives.
About APA (NASDAQ:APA)APA Corporation NASDAQ: APA is an independent exploration and production company engaged in the acquisition, development and production of oil and natural gas resources. The company operates through three core regions: the United States, Egypt and the North Sea. Through its integrated approach, APA combines geological and geophysical expertise with technical innovation to identify and develop hydrocarbons in both onshore and offshore settings.
In the United States, APA's largest position is in the Permian Basin of West Texas and southeastern New Mexico, where it holds substantial acreage dedicated to oil-focused drilling and production.
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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Accenture uzavřela víceletou spolupráci s Dabur India na zavedení AI, jednotné datové základny a generativních nástrojů pro růst tržeb, úspory nákladů a rozšíření marže EBITDA.
Key Takeaways Accenture will build a unified data foundation for real-time insights and faster decisions. AI and analytics will target revenue growth, cost optimization and supply-chain responsiveness. Generative AI tools and new operating models aim to scale transformation and expand EBITDA margins. Accenture (ACN - Free Report) entered into a multi-year collaboration with Dabur India Limited, one of India’s leading FMCG companies, to accelerate the adoption of artificial intelligence (“AI”) and build a future-ready digital enterprise. The initiative aims to strengthen decision-making, enhance business agility and create new opportunities for profitable growth by embedding AI across Dabur.
The collaboration builds on Dabur’s ongoing investments in cloud technologies and digital core modernization. As part of the engagement, Accenture will help establish a scalable and unified data foundation by integrating internal, external, structured and unstructured data into a centralized data lake. This approach is expected to enable standardized, automated and reliable data flows across the enterprise. The enhanced data infrastructure will support the deployment of control towers and digital dashboards, providing real-time visibility into key performance indicators and enabling faster, more informed responses to changing market conditions.
This initiative will leverage advanced analytics and AI to identify revenue growth opportunities, optimize costs, improve supply-chain responsiveness and enhance end-to-end visibility across key business functions, including finance, procurement, marketing and sales. Dabur also plans to introduce generative AI-powered conversational interfaces and digital assistants to simplify data access, generate actionable insights and support faster, data-driven decision-making for business users.
The collaboration will prioritize high-impact, outcome-driven use cases aimed at delivering measurable business value through spend optimization, operational efficiency and EBITDA margin expansion. In addition, Accenture will support Dabur in redesigning talent capabilities, operating models and governance frameworks to ensure sustainable AI-led transformation at scale.
From Accenture’s perspective, the partnership reinforces its position as a leading provider of AI-driven digital transformation services for the consumer goods sector. By helping Dabur modernize the data ecosystem and integrate AI into core business processes, Accenture further strengthens its portfolio of large-scale enterprise transformation engagements. The collaboration also provides an opportunity to showcase its expertise in cloud, data, analytics and generative AI, while deepening the long-term relationship with a leading FMCG company and creating a strong reference for similar AI-transformation initiatives across the industry.
The initiative marks the next phase of Dabur’s multi-year digital transformation journey with Accenture and is expected to enable it to operationalize AI at scale, improve business resilience and support long-term, purpose-driven growth.
Taking a Look at Accenture’s Other AI-Oriented DealsAccenture entered into a long-term strategic partnership with UniCredit, one of Europe’s foremost pan-European banking groups, and International Business Machines Corporation (IBM - Free Report) to build the technology foundation for supporting UniCredit’s continued growth across 13 European markets where it operates.
Through this collaboration, the three companies will develop a new banking technology operating model that provides UniCredit with greater control over its technology roadmap while combining the reliability of mission-critical systems with the agility of modern digital platforms. This approach is designed to foster continuous innovation and enhance operational flexibility.
Under the agreement, Accenture will acquire IBM’s majority stake in the joint venture responsible for managing a substantial portion of UniCredit’s technology infrastructure. IBM will also deliver modernized technology platforms to UniCredit, including IBM Z systems, software and consulting services. The collaboration marks the start of a multi-year transformation initiative aimed at modernizing the bank’s core systems and evolving its operating model.
Earlier this year, Accenture inked a deal with ServiceNow (NOW - Free Report) by introducing a joint AI-powered cybersecurity offering aimed at helping enterprises modernize their risk management operations. The new solution combines managed security services built on the ServiceNow AI Platform with Accenture's AI-driven migration capabilities, addressing two major challenges organizations face when replacing legacy cybersecurity systems — high costs and implementation complexity. The partnership with ServiceNow comes at a time when cybersecurity threats are becoming more severe and expensive.
Price Performance, Valuation & EstimatesAccenture has lost roughly 36% so far this year compared with a 17% decline in its industry.
YTD Price ComparisonImage Source: Zacks Investment Research
From a valuation standpoint, ACN trades at a forward price-to-sales ratio of 1.49, way below the industry’s 11.87.
Image Source: Zacks Investment Research
See how the Zacks Consensus Estimate for ACN’s earnings has been revised over the past 90 days.
Image Source: Zacks Investment Research
ACN’s Zacks RankACN currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bumble uvedla, že její nová aplikace Plans má slibné výsledky a firma se chce více zaměřit na setkávání v reálném světě. Zároveň pracuje na novém modelu, který má nahradit swipování.
Tinder isn’t the only major dating app turning away from the swipe and towards real-world events to attract Gen Z users who’ve grown tired of traditional online dating. On Wednesday, Bumble touted the early success of its newest app, Plans, designed to connect people “IRL” in low-pressure, group settings, and spoke of what comes next for Bumble’s flagship app after the “swipe” is dead.
On its second-quarter earnings call with investors, Bumble CEO Whitney Wolfe Heard said the company’s newest app, Plans, showed “promising results” in early tests over the past few months, and the company would “lean more into real-life experiences” going forward.
Combined with Tinder’s news this week that it, too, is doubling down on in-person events, it’s clear there’s a major shift happening in online dating. Simply put, the swipe era is coming to an end.
“I am a firm believer that the future of meeting people in groups will become more important. People love to come together in groups and see who they naturally share chemistry with once they have met,” Wolfe Heard told analysts on the call. “…Group socializing is a real part of how Gen Z prefers to meet, and we believe Bumble represents a natural bridge from meeting to socializing to then dating.”
The company first experimented with real-world, platonic connections with Bumble BFF, an app for making friends, which has shown some traction with Gen Z women.
With Plans, however, the idea is to give young people a way to meet up with others in their community to develop friendships over small group drinks and dinners at local spots, the company said when announcing the app last month. These meetups could later lead to deeper friendships or romantic connections, Bumble believes. By not being primarily focused on dating, it can take the pressure off these first-time encounters.
In addition, users on Plans can continue their chats on Bumble’s app without having to swipe or give out their phone number. In other words, Bumble is promoting “no swiping” as a plus here, suggesting that this format for finding matches is no longer desired among younger users.
Wolfe Heard also teased that Bumble is working on a new interaction model to replace the swipe entirely.
“The core idea is a shift away from optimizing for swipe speed and velocity towards something more intentional, fewer, better, more considered signals,” she said, saying the shift to the “swipe-free” model would happen gradually so as not to disrupt the ecosystem.
“What will replace the swipe? I will be keeping under wraps a bit longer for competitive purposes, but it is designed to generate more immediate interactions and, most importantly, better outcomes, mimicking real life and eliminating the friction and delay that exists in [the] current dating app model,” she added.
The company also plans to leverage more AI tools under the hood to help deliver improved results, but cautioned this would not mean Bumble was becoming an “AI-driven experience.”
Though Bumble beat on earnings in Q2, it’s still in a turnaround phase. The company’s revenue was down 15.2% to $210.5 million year-over-year and its stock suffered over its Q3 forecast, which shows a decline in paying customers.
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Wix.com se obchoduje za 1,6násobek forwardových tržeb, pod pětiletým mediánem 3,5násobku, ale non-GAAP hrubá marže klesla na 67 % z 70 % kvůli vyšším marketingovým výdajům a nákladům na AI.
Key Takeaways WIX trades at 1.6X forward sales, below its five-year median, while double-digit growth supports the case.Wix.com's Base44, Harmony and Headless broaden growth beyond websites into AI-led apps and business tools.WIX's gross margin fell to 67% as marketing costs surged, while Partners and commerce trends stayed soft. Wix.com Ltd. (WIX - Free Report) combines double-digit growth with a forward-sales valuation below its historical norm. Base44, Harmony and a smaller share count strengthen the long-term case.
The trade-off is execution. Elevated AI marketing costs, commerce volatility and softer Partners trends could delay the margin benefits investors expect from the company’s expanding product portfolio.
WIX Valuation Sits Below Its Historical NormWIX trades at 1.6X forward 12-month sales, below its five-year median of 3.5X and the cited multiples for its sub-industry, sector and the S&P 500. That discount may attract investors seeking growth at a less demanding sales valuation.
The broader valuation picture is less forgiving. An enterprise-value-to-EBITDA multiple of 69.4X and a negative reported net margin indicate that future operating leverage still carries substantial weight in the investment thesis.
Wix Growth Broadens Beyond Website CreationBase44 moves Wix into natural-language software and application development, while Harmony combines AI with visual website creation. Wix Headless also connects AI-generated frontends with payments, bookings, commerce, customer relationship management and analytics, potentially increasing the attachment of business applications.
Competition is moving quickly. GoDaddy Inc. (GDDY - Free Report) has placed Airo at the center of its AI strategy, with Airo reaching a $50 million annualized bookings run rate in the second quarter of 2026. Shopify Inc. (SHOP - Free Report) is expanding Sidekick and agentic commerce tools, reinforcing the need for Wix to convert product innovation into durable customer growth.
WIX Cash Flow Gets a Per-Share TailwindWix repurchased roughly 17.6 million shares for about $1.6 billion, reducing its equity base by nearly 30%. A lower share count can increase free cash flow per share when total cash generation is stable or rising.
Balance-sheet capacity deserves equal attention. Wix ended the second quarter with approximately $960.9 million in cash and cash equivalents and $1.63 billion in short- and long-term debt, leaving less room for execution errors after the large capital return.
Image Source: Zacks Investment Research
Wix Execution Risks Argue for PatienceSecond-quarter non-GAAP gross margin fell to 67% from 70% a year earlier. Non-GAAP sales and marketing expenses increased 67% to $173.1 million as Wix accelerated paid advertising for Base44 and supported higher AI inference costs tied to free users.
Management expects Base44’s non-GAAP gross margin to reach approximately 60% in the second half of 2026, but it plans to reinvest the related savings into marketing. Partners' softness, a moderately longer acquisition-payback target and a commerce wind-down that is expected to pressure gross payment volume growth for four more quarters keep execution risk elevated.
WIX's Mixed Scores Support a Watchful StanceThe valuation discount, expanding AI portfolio and reduced share count support the case for monitoring WIX. The spending profile, debt load and dependence on Base44 margin delivery make patience more appropriate than treating the sales multiple as a stand-alone buy signal.
WIX currently carries a Zacks Rank #3 (Hold). Its Momentum Score of A and a VGM Score of B are constructive, but the Value Score of C and Growth Score of C indicate less consistent support across investment styles. The combination favors a watchful stance while investors track demand, marketing efficiency and second-half margin execution. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Wix uvedl, že Base44 by měl ve druhé polovině roku 2026 dosáhnout hrubé marže kolem 60 % z téměř nuly. Úspory ale firma reinvestuje do marketingu, protože výdaje na prodej a marketing vzrostly o 67 %.
Key Takeaways Base44's newest cohort outperformed the prior one as renewals and annual-plan adoption supported growth.Wix expects Base44's gross margin to reach about 60% in the second half of 2026 from near zero.WIX will reinvest the gross-margin benefit into marketing, as sales and marketing expenses rose 67%. Wix.com Ltd. (WIX - Free Report) made Base44 the central investment takeaway from its second-quarter 2026 results. The AI application platform supported growth across the business, while its expanding demand also kept spending elevated.
The key trade-off is becoming clearer. Lower inference costs should improve Base44’s economics, but Wix plans to reinvest much of that benefit in customer acquisition rather than immediately bank it as operating leverage.
WIX Base44 Cohorts Strengthen the Demand SignalBase44’s top-of-funnel demand remained elevated in the quarter. Its newest cohort outperformed the preceding cohort, renewals led overall growth and more new and existing users selected annual plans.
The broader first-quarter 2026 user cohort, including core Wix and Base44, generated $74.7 million in cumulative bookings through two quarters. Nearly $23 million was added during the second quarter, supported by improved paid conversion and greater attachment of business applications.
Wix Base 1 Changes the Cost EquationBase 1 gives Wix greater control over a model built specifically for software creation. Management said the proprietary model should lower inference costs, improve iteration speed and reduce dependence on outside model providers.
Wix expects Base44’s non-GAAP gross margin to reach approximately 60% in the second half of 2026 from near zero entering the year. Those savings are expected to add about two percentage points to consolidated non-GAAP gross margin compared with the first half.
WIX Reinvests Savings to Extend Base44 GrowthManagement plans to reinvest the full consolidated gross-margin benefit into Base44 sales and marketing. Wix also raised its marketing return-on-investment target moderately, effectively accepting a longer payback period to pursue additional demand.
Non-GAAP sales and marketing expense was $173.1 million, up 67% year over year, underscoring the cost of the current growth plan. GoDaddy Inc. (GDDY - Free Report) reported that its Airo AI experience reached a $50 million annualized bookings run rate in the second quarter. Intuit Inc. (INTU - Free Report) is also enabling mid-market businesses to build customizable AI agents for specialized workflows.
Wix Guidance Keeps the Trade-Off VisibleWix maintained its outlook for low- to mid-teens revenue growth and low-teens bookings growth in 2026. Third-quarter revenues are expected to increase at a low-double-digit rate.
The company still projects a high-teens free cash flow margin excluding acquisition and restructuring costs. Consolidated non-GAAP operating margin is expected to improve in the second half, although elevated Base44 marketing spending will absorb the anticipated gross-margin savings.
WIX Signals Favor Momentum Over ConvictionThe quarter strengthened the evidence that Base44 can expand Wix’s addressable market and improve its unit economics. The near-term investment case still depends on whether heavier acquisition spending produces durable bookings, renewals and operating leverage.
WIX currently carries a Zacks Rank #3 (Hold), which supports a neutral near-term stance. Its Momentum Score of A and a VGM Score of B are favorable, while the Value Score of C and Growth Score of C indicate less uniform support across investing styles. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Toyota v 1. čtvrtletí fiskálního roku 2027 nesplnila odhady zisku na akcii kvůli vyšším mzdovým nákladům, odpisům a výdajům na R&D. Tržby byly meziročně téměř beze změny na 84,9 miliardy USD.
Key Takeaways Toyota Q1 earnings missed estimates as higher labor costs, depreciation and R&D expenses pressured profit.TM expects FY2027 retail sales of 11.18M vehicles, with operating income projected to decline 9.7%.TM forecasts FY2027 sales of 54 trillion yen, R&D spending of 1.6 trillion yen and capex of 2.3 trillion yen. Toyota Motor Corporation (TM - Free Report) reported first-quarter fiscal 2027 earnings of $7.57 per share, which missed the Zacks Consensus Estimate by 4.28% and increased from $4.47 reported in the year-ago quarter. Revenues remained nearly flat year over year at $84.9 billion.
Profitability was pressured by model mix, labor costs, depreciation and R&D expenses.
Toyota had consolidated cash and cash equivalents of ¥10.34 trillion ($64.34 billion) as of June 30, 2026. Long-term debt was ¥26.08 trillion ($162.3 billion), up from ¥25.62 trillion as of March 31, 2026.
TM’s Segmental ResultsThe Automotive segment’s net revenues for the fiscal first quarter increased 8.8% year over year to ¥12.01 trillion ($75.36 billion). Operating profit came in at ¥719.9 billion ($4.51 billion), which declined 21% from the year-ago period.
The Financial Services segment’s net revenues rose 23.2% from the prior-year quarter to ¥1.4 trillion ($8.78 billion). The segment registered an operating income of ¥275.7 billion ($1.72 billion), which rose 24% from the first quarter of fiscal 2026.
All Other businesses’ net revenues totaled ¥469.9 billion ($2.94 billion) in the reported quarter, which increased 37% year over year. The unit generated an operating profit of ¥16.3 billion ($512.5 million), which rose 118% year over year.
Toyota’s FY27 GuidanceFor fiscal 2027, Toyota projects total retail vehicle sales of 11.18 million units, indicating a decline from 11.28 million units sold in fiscal 2026. Fiscal 2027 sales are expected to total ¥54 trillion compared with ¥50.68 trillion recorded in fiscal 2026. Operating income is projected to be ¥3.4 trillion, indicating a contraction of 9.7% year over year.
Pretax profit is estimated to be ¥4.57 trillion, implying a decline from ¥5.12 trillion generated in fiscal 2026. R&D expenses are envisioned to be ¥1.6 trillion compared with ¥1.52 trillion spent in fiscal 2026. Capex is forecast at ¥2.3 trillion compared with ¥2.39 trillion spent in fiscal 2026.
TM currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Releases From Auto SpaceGeneral Motors Company (GM - Free Report) reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.
Tesla, Inc. (TSLA - Free Report) reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years.
Genuine Parts Company (GPC - Free Report) reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash.
Key Takeaways Rocket Lab's Q2 revenues are projected to jump 60.3% to $231.6 million year over year.Launch growth, spacecraft demand and recent acquisitions may support RKLB's quarterly revenues.Premium valuation, negative ROIC and Neutron spending continue to pressure Rocket Lab's outlook. Rocket Lab Corporation (RKLB - Free Report) is expected to report second-quarter 2026 results on Aug. 10, after market close.
The Zacks Consensus Estimate for earnings is pegged at a loss of 3 cents per share, indicating a year-over-year rise of 70%. The Zacks Consensus Estimate for revenues is pinned at $231.6 million, calling for a jump of 60.3% from the year-ago reported figure.
Image Source: Zacks Investment Research
RKLB’s Earnings Surprise HistoryRKLB’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in two, the average surprise being 21.79%.
Image Source: Zacks Investment Research
What Our Quantitative Model Predicts for RKLBOur proven model does not conclusively predict an earnings beat for Rocket Lab this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, RKLB carries a Zacks Rank #4 (Sell).
You can see the complete list of today's Zacks #1 Rank stocks here.
Stocks Worth a LookSome stocks from the sector that have the combination of factors indicating an earnings beat are Vertical Aerospace (EVTL - Free Report) and Mercury Systems (MRCY - Free Report) . Vertical Aerospace and Mercury Systems have an Earnings ESP of +15.39% and +6.67%, respectively. EVTL and MRCY both carry a Zacks Rank #3 at present.
Factors That Might Have Impacted RKLB’s Q2 PerformanceHigher revenues driven by an increase in launch missions, along with solid contributions from bookings secured in prior quarters, are likely to have supported the Launch Services segment’s top line.
Strong growth in spacecraft and satellite manufacturing is also likely to have boosted revenues for the Space Systems segment.
Rocket Lab’s second-quarter performance may have benefited from the April 2026 acquisition of Mynaric AG and the May 2026 acquisition of Motiv Space Systems, which expanded its laser communications, space robotics and precision mechanisms capabilities. The deals are likely to have strengthened Rocket Lab’s position in defense, satellite constellations and planetary exploration programs. Mynaric may have supported higher demand for optical communications systems, while Motiv is expected to have enhanced spacecraft production and vertically integrated operations, strengthening the company’s long-term revenue generation prospects.
However, elevated operating expenses due to continued investments in the Neutron program and higher research and development spending are likely to have weighed on operating margins, limiting overall earnings growth.
RKLB Stock Price PerformanceOver the past three months, the stock has declined 4.8% against the industry’s rise of 6.9%.
Image Source: Zacks Investment Research
RKLB Stock Is Trading at a PremiumRocket Lab is trading at a premium relative to the industry, with a forward 12-month price-to-sales of 38.76X compared with the industry average of 8.74X.
Image Source: Zacks Investment Research
RKLB Stock’s Poor ROICThe image below shows that RKLB stock’s trailing 12-month return on invested capital (ROIC) not only lags the peer group’s average return but also reflects a negative figure. This suggests that the company's investments are not yielding sufficient returns to cover its expenses.
Image Source: Zacks Investment Research
Investment ViewpointRocket Lab is strengthening its growth outlook in 2026, supported by rising defense demand, an expanding launch manifest and a broader portfolio of national security programs.
Rocket Lab continues to face execution risks as it advances the Neutron program toward its first launch, with ongoing qualification, engine testing and recovery system development likely to keep operating expenses elevated. Revenues from large Space Systems and government programs remain dependent on milestone execution and supplier deliveries, which could delay backlog conversion, create quarterly fluctuations in profitability and pressure cash flows.
Endnote on RKLBRocket Lab is benefiting from growing demand for launch services, spacecraft manufacturing and national security programs, supported by strategic acquisitions, a robust backlog and expanding vertically integrated capabilities. However, the company remains exposed to execution risks tied to the Neutron program, while revenues from large Space Systems and government contracts continue to depend on milestone execution and supplier deliveries, which could delay backlog conversion and pressure profitability. Elevated operating expenses and continued research and development investments are also likely to weigh on margins in the near term.
Given its premium valuation, poor ROIC and continued earnings pressure, investors should avoid this stock at the moment.
Vývojáři Arbitrum schválili upgrade ArbOS Elara, který zvýší limit kódu pro chytré kontrakty Stylus na 96 KB a dá Offchain Labs větší prostor upravovat minimální L2 základní poplatek.
ArbOS Elara Upgrade Clears Developer Approval@Arbitrum developers have approved the ArbOS Elara upgrade, marking one of the most significant protocol changes to the network in recent months. The upgrade targets both Arbitrum One and Arbitrum Nova and spans developer tooling, gas fee mechanics, and infrastructure options for institutional participants.
According to the Arbitrum governance forum, the AIP proposes an increased smart contract code size limit of 96 KB for Stylus smart contracts, along with accompanying changes to the Stylus Rust SDK. That represents a meaningful expansion in on-chain contract capacity, effectively delivering the 4x increase in Stylus contract capacity cited for Arbitrum One.
The upgrade also includes a change to allow Offchain Labs to modify the minimum L2 base fee on Arbitrum One and Nova, tuning it within a defined range. This more responsive base fee mechanism is designed to optimize $ARB gas dynamics during periods of high network activity or volatility, giving the protocol more room to adjust without a full governance vote each time.
Institutional Infrastructure and Customizable Chain OptionsBeyond gas and contract limits, the Elara upgrade extends meaningful new capabilities to dedicated blockchains within the Arbitrum stack. Chains built on the Arbitrum platform will gain access to customizable priority fees and an alternative Data Availability API, enabling teams to tailor their infrastructure for specific use cases, including compliance-sensitive and institutional deployments.
The initiative is designed to integrate protocol-level compliance controls and institutional-grade infrastructure into the broader Arbitrum ecosystem, making it easier for financial institutions and enterprise builders to operate on-chain with the configuration flexibility they require. As the Arbitrum Foundation has noted, financial institutions and infrastructure providers are increasingly looking at blockchain systems not as pilots, but as production environments that can support new markets and revenue streams.
It is worth noting that ArbOS upgrades function as the Arbitrum equivalent of a hard fork. As outlined in Arbitrum's documentation, these upgrades alter a node's ability to produce valid Arbitrum blocks and must be voted on by the ArbitrumDAO before taking effect.
Akcie Woodward (WWD) za týden klesly o 13,9 %, i když tržby vzrostly o 21,2 % a zisk na akcii překonal odhady. Firma zároveň zvýšila výhled upraveného zisku pro fiskální rok 2026.
Key Takeaways WWD fell 13.9% despite 21.2% sales growth, an earnings beat and higher fiscal 2026 guidance.Aerospace and Industrial sales rose 19% and 26%, but pricing and China benefits boosted margins.Free cash flow fell 12% as capex surged 125%, while WWD trades at 39.7X forward earnings. Woodward, Inc. (WWD - Free Report) shares fell 13.9% in one week even after the company posted double-digit sales growth, topped earnings expectations and raised fiscal 2026 adjusted earnings guidance.
The pullback may look attractive, but the quarter also contained benefits that may not repeat. Normalizing pricing, heavier capital spending and the China on-highway exit make the durability of margins and cash flow the central issue.
WWD's One-Week Slide Contrasts With Strong EarningsThird-quarter fiscal 2026 adjusted earnings increased 43.2% to $2.52 per share. The result beat the Zacks Consensus Estimate of $2.39 by 5.4%, showing that operating leverage and pricing still supported profit growth.
Sales rose 21.2% to $1.11 billion but missed the consensus mark by 0.4%. Woodward raised adjusted earnings guidance to $9.30-$9.50 per share while leaving its outlook for 20%-23% sales growth unchanged, creating a solid but not uniformly positive earnings picture.
Image Source: Zacks Investment Research
Woodward's Growth Engines Remain IntactAerospace sales climbed 19% to $709 million. Commercial original equipment manufacturer sales rose 34%, while commercial services advanced 24% as aircraft production and current-generation engine service activity remained supportive.
Industrial sales increased 26% to $401 million. Marine transportation, gas-fired power for data centers and liquefied natural gas infrastructure supported growth across the segment's primary markets.
Parker-Hannifin Corporation (PH - Free Report) supplies flight controls, engine systems, hydraulics and thermal solutions across commercial and defense aerospace, placing it in overlapping end markets. Eaton Corporation plc (ETN - Free Report) offers aerospace fuel, hydraulic, conveyance and actuation products plus aftermarket services, providing another reference point for component demand.
WWD's Margin Tailwinds are Set to FadeAerospace margin reached 24%, but a retroactive contract pricing adjustment added about 100 basis points. Excluding that item, the margin was about 23%, closer to Woodward's fiscal 2026 segment target of roughly 23.5%.
China on-highway operations added about 90 basis points to Industrial margin. Companywide pricing is expected to normalize to 3%-5% after reaching about 8% for fiscal 2026, leaving productivity and volume to carry more of the future margin improvement.
Woodward's Cash Conversion Still Needs WorkQuarterly free cash flow declined 12% to $87 million as capital expenditures increased 125% to $60 million. Woodward is also carrying higher inventory, while receivables were above expectations because of collection timing.
Nine-month free cash flow still rose 23% to $196 million, but full-year guidance remained $300-$350 million despite higher earnings guidance. Spending is expected to rise toward the approximately $290 million capital plan, keeping conversion under scrutiny.
WWD's China Exit Clouds the 2027 SetupChina on-highway operations generated $40 million of third-quarter sales, above Woodward's prior expectation. The company expects little revenue from the business in the fourth quarter as the wind-down concludes.
That step-down will make fiscal 2027 Industrial comparisons harder. Core Industrial sales, which exclude China on-highway, rose 19% to $361 million, suggesting the broader transportation, power generation and oil and gas portfolio retains momentum.
WWD's Mixed Signals Favor PatienceThe 13.9% pullback has improved the entry price, but it has not removed execution or valuation risk. WWD still trades at 39.7X forward earnings, while margin normalization, supply-chain constraints and elevated investment could limit near-term upside.
The stock currently carries a Zacks Rank #3 (Hold), a VGM Score of C, a Growth Score of B, a Momentum Score of A and a Value Score of D. The growth and momentum readings are favorable, but the weaker value and combined scores support patience until valuation or cash conversion improves.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Amundi v 1. čtvrtletí zvýšila podíl ve Wynn Resorts o 161,6 % na 65 492 akcií v hodnotě 6,651 milionu USD. Kasino zároveň oznámilo čtvrtletní EPS 1,24 USD a výnosy 1,86 miliardy USD, obojí nad odhady.
Amundi increased its holdings in shares of Wynn Resorts, Limited (NASDAQ:WYNN – Free Report) by 161.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 65,492 shares of the casino operator’s stock after acquiring an additional 40,454 shares during the quarter. Amundi owned approximately 0.06% of Wynn Resorts worth $6,651,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the business. Hantz Financial Services Inc. lifted its stake in Wynn Resorts by 54.9% in the fourth quarter. Hantz Financial Services Inc. now owns 251 shares of the casino operator’s stock valued at $30,000 after buying an additional 89 shares during the last quarter. Horizon Investments LLC raised its holdings in shares of Wynn Resorts by 6.7% during the fourth quarter. Horizon Investments LLC now owns 1,500 shares of the casino operator’s stock valued at $180,000 after buying an additional 94 shares during the last quarter. QRG Capital Management Inc. raised its holdings in shares of Wynn Resorts by 4.9% during the first quarter. QRG Capital Management Inc. now owns 2,071 shares of the casino operator’s stock valued at $210,000 after buying an additional 96 shares during the last quarter. Parallel Advisors LLC boosted its position in shares of Wynn Resorts by 21.6% during the third quarter. Parallel Advisors LLC now owns 563 shares of the casino operator’s stock worth $72,000 after buying an additional 100 shares during the period. Finally, Larson Financial Group LLC boosted its position in shares of Wynn Resorts by 23.5% during the fourth quarter. Larson Financial Group LLC now owns 557 shares of the casino operator’s stock worth $67,000 after buying an additional 106 shares during the period. Institutional investors own 88.64% of the company’s stock.
Wynn Resorts Price Performance WYNN stock opened at $101.15 on Thursday. The firm has a market cap of $10.50 billion, a PE ratio of 25.10, a P/E/G ratio of 0.96 and a beta of 1.01. Wynn Resorts, Limited has a 12 month low of $92.52 and a 12 month high of $134.72. The firm has a 50 day simple moving average of $100.50 and a 200 day simple moving average of $103.83.
Wynn Resorts (NASDAQ:WYNN – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The casino operator reported $1.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.99 by $0.25. Wynn Resorts had a negative return on equity of 45.05% and a net margin of 6.05%.The company had revenue of $1.86 billion for the quarter, compared to analysts’ expectations of $1.83 billion. During the same quarter in the prior year, the company earned $1.09 earnings per share. The firm’s revenue was up 6.9% on a year-over-year basis. As a group, sell-side analysts expect that Wynn Resorts, Limited will post 4.49 earnings per share for the current year.
Wynn Resorts Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, August 14th. Wynn Resorts’s dividend payout ratio (DPR) is presently 29.85%.
Analyst Upgrades and Downgrades WYNN has been the topic of a number of research analyst reports. Mizuho lowered their price target on Wynn Resorts from $133.00 to $125.00 and set an “outperform” rating on the stock in a report on Tuesday, July 28th. JPMorgan Chase & Co. dropped their price target on shares of Wynn Resorts from $135.00 to $134.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 15th. Truist Financial began coverage on shares of Wynn Resorts in a research note on Wednesday, July 8th. They issued a “buy” rating and a $125.00 price target for the company. Susquehanna decreased their price objective on shares of Wynn Resorts from $133.00 to $127.00 and set a “positive” rating for the company in a report on Thursday, April 16th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $137.00 price objective on shares of Wynn Resorts in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $135.12.
Read Our Latest Report on Wynn Resorts
Key Stories Impacting Wynn Resorts Here are the key news stories impacting Wynn Resorts this week:
Positive Sentiment: Q2 earnings beat expectations: Wynn reported adjusted EPS of $1.24, above the approximately $0.99–$1.01 consensus, while revenue rose 6.9% year over year to $1.86 billion, topping estimates. Net income more than doubled to $140.1 million, and adjusted property EBITDAR increased to $568.3 million. Wynn Resorts Second Quarter 2026 Results Positive Sentiment: Macau and luxury demand supported growth: Wynn Palace revenue climbed 21.1% to $653.4 million, helping offset concerns about a broader Las Vegas slowdown. Management also cited solid demand, strong group and convention bookings, and continued outperformance from wealthy customers. Wynn Resorts Q2 Earnings and Revenues Beat Positive Sentiment: UAE growth catalyst remains on schedule: Wynn confirmed that Wynn Al Marjan Island is targeted to open in September 2027, giving investors a potential new growth platform beyond Macau and the United States. Wynn Sets September 2027 Opening for UAE Casino Resort Positive Sentiment: Capital-return and trading signals were supportive: The company declared a $0.25 quarterly dividend and repurchased approximately $75 million of stock during the quarter. Call-option volume was roughly 684% above average, indicating heightened bullish speculation, although options activity is not a fundamental result. Neutral Sentiment: Analyst view remains constructive but valuation expectations vary: Wells Fargo maintained an overweight rating while reducing its price target from $141 to $131; the broader median target cited was $135. Negative Sentiment: Higher UAE investment creates execution risk: Reports indicated that Wynn may substantially increase 2027 UAE capital spending as project scope and costs rise. That could pressure near-term cash flow and returns, despite the longer-term growth opportunity. Wynn UAE Capital Spending Report Wynn Resorts Profile (Free Report)
Wynn Resorts, Limited (NASDAQ: WYNN) is a global developer and operator of luxury resorts and casinos, renowned for its premium hospitality offerings and integrated entertainment experiences. The company specializes in high-end hotel accommodations, gaming operations, fine dining restaurants, retail outlets, meeting and convention spaces, and live entertainment venues. Its properties are designed to cater to both leisure and business travelers seeking upscale environments and world-class service.
Founded in 2002 by hospitality entrepreneur Steve Wynn, the company opened its flagship property, Wynn Las Vegas, on the Las Vegas Strip in 2005, followed by Encore Las Vegas in 2008.
Further Reading Five stocks we like better than Wynn Resorts SpaceX: Love the Company, But the Stock Is a Harder Call Ulta’s Growth Is Real, But So Are the Risks BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Want to see what other hedge funds are holding WYNN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Wynn Resorts, Limited (NASDAQ:WYNN – Free Report).
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Joby Aviation (NYSE:JOBY | JOBY Price Prediction) stock is rallying Thursday, with shares up 9% to $8.47 by midday after the electric air taxi maker raised its full-year 2026 revenue outlook alongside Joby’s Q2 FY2026 report released after Wednesday’s close. The move puts JOBY stock at its highest level in about a month following a bruising stretch. Shares were still down 41% year to date (YTD) through Wednesday’s close.
The rally stands out because the broader tape is soft. Invesco QQQ Trust (NASDAQ:QQQ), which tracks the NASDAQ 100, is down 0.4% to $714.46. It appears, then, that today’s move is a stock-specific story rather than a sector or benchmark tailwind.
Guidance Raise Fuels the Move Joby Aviation lifted its full-year 2026 revenue outlook to a range of $115 million to $125 million, up from the prior $105 million to $115 million range. The upgrade was powered by Joby’s Blade passenger business, which contributed about $36.2 million in Q2 revenue with seats flown up more than 50% year over year (YoY).
Furthermore, Joby Aviation’s Q2 revenue landed at $38.6 million versus the $30.4 million consensus, a 27.2% beat. On the bottom line, GAAP EPS came in at -$0.25 against a -$0.2345 estimate. Joby’s management pointed to about $2.3 billion in cash and short-term investments as of June 30.
CEO JoeBen Bevirt provided confident commentary:
With meaningful progress on certification, partnerships, infrastructure and commercial readiness, we are unlocking the third dimension of mobility and turning electric vertical flight from an extraordinary technology into an everyday reality, giving people their time back and fundamentally changing the way we move.
Joby Aviation reported its strongest quarterly progress yet in the fifth and final stage of FAA type certification, with five aircraft flying and 12 more in production. The company’s manufacturing joint venture with Toyota Motor (NYSE:TM) remains central to scale plans.
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Peers Sit Out the eVTOL Rally Archer Aviation (NYSE:ACHR) stock is roughly flat at $5.21, refusing to piggyback on Joby’s guidance raise. Archer has its own news flow this week, including a new aviation-AI model called ZEE that predicts aircraft movements across airport surfaces, and a piloted round-trip Midnight flight between Salinas and Monterey. However, with no customer, contract value, or commercialization timeline disclosed for ZEE, and its own Q2 earnings due August 10 after the close, Archer shares are on hold ahead of the report. ACHR stock is down 31% YTD.
EHang Holdings (NASDAQ:EH) stock is drifting lower, down 1% to $5.30, with no fresh company-specific catalyst. EHang shares have been the group’s worst performer, down 61% YTD, after a Q1/Q2 2026 revenue miss earlier this summer.
What to Watch Separately Thursday, Joby Aviation announced a new 45,000-square-foot Texas hub at Perot Field Fort Worth Alliance Airport, its first significant eVTOL presence in Texas. The facility supports first eIPP flights expected in September in Texas, with the company still targeting first passengers in 2026. Joby’s partnership with Atoms, the industrial-AI and infrastructure company founded by Travis Kalanick, on multimodal transportation hubs adds another data point on commercial readiness.
Investors can watch for whether JOBY stock holds above the $8 level into Friday’s close and how Archer Aviation’s August 10 earnings reshape the sector narrative. Any color from management on FAA Stage 4 progress or Toyota production ramp could set the next leg for the group. Stay tuned, as momentum traders may keep Joby Aviation stock active through the afternoon.
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KeyCorp dokončila akvizici Clearwater UK, čímž posiluje investiční bankovnictví a expanzi do západní Evropy. Firma očekává, že to podpoří růst poplatků z investičního bankovnictví.
Key Takeaways KeyCorp completed the acquisition of Clearwater UK, expanding into the Western European market. KEY strengthens its middle-market M&A capabilities and cross-border advisory opportunities. KeyCorp expects the acquisition to support investment banking fees and broader fee-based revenue growth. KeyCorp (KEY - Free Report) recently completed the acquisition of Clearwater Corporate Finance LLP ("Clearwater UK"), a UK-based middle-market investment banking advisory firm. The transaction marks another step in expanding the company's advisory business and establishes its presence in the Western European market.
Building on a collaboration between KeyBanc Capital Markets and Clearwater UK that began in 2020, the acquisition strengthens KeyCorp's middle-market M&A capabilities and enhances opportunities to serve U.S. and European corporate and private equity clients. Clearwater UK advises clients across 10 industry sectors through offices in London, Birmingham, Leeds and Manchester.
The acquisition complements KeyCorp's strategy of expanding its investment banking franchise and growing fee-based businesses. In the first six months of 2026, its total revenues increased 8.4% year over year to $3.92 billion, while non-interest income rose 5.2% to $1.43 billion, reflecting continued momentum across fee-generating businesses. Management expects adjusted non-interest income to grow 5-6% in 2026, driven by sustained growth in its priority businesses.
Image Source: Zacks Investment Research
Although second-quarter investment banking and debt placement fees declined 5.1% year over year to $169 million, the metric increased 4% in the first half of 2026 to $366 million. Investment banking pipelines increased 9% sequentially in the second quarter and remain at historically elevated levels, supported by record M&A and debt capital markets pipelines.
While middle-market M&A activity is yet to normalize, management continues to see strong client engagement. Management expects 2026 investment banking fees to grow at a mid-single-digit rate, with third-quarter investment banking fees projected to increase more than 20% sequentially, supported by improving deal activity and the Clearwater UK acquisition.
KEY’s Price PerformanceOver the past six months, shares of KeyCorp have gained 0.3%, underperforming the industry's 9.9% growth.
Image Source: Zacks Investment Research
At present, KeyCorp carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Business Restructuring Steps Taken by Other Financial FirmsEarlier this week, Hancock Whitney Corporation (HWC - Free Report) completed its previously announced acquisition of OFB Bancshares, Inc., the parent company of One Florida Bank, in an all-cash transaction valued at $377.6 million.
The deal expands HWC’s presence in key Florida markets and reflects its strategy of strengthening its franchise through targeted acquisitions, expanding its customer base and enhancing long-term growth opportunities. The acquisition also broadens Hancock Whitney's commercial banking footprint and is expected to generate earnings accretion, cost savings and additional revenue opportunities over time.
Likewise, HSBC Holdings plc (HSBC - Free Report) announced the sale of its retail banking businesses in Egypt and Australia as part of its broader simplification and restructuring strategy.
The transactions reflect HSBC’s focus on streamlining operations, exiting businesses where it lacks sufficient scale, redeploying capital to higher-return opportunities, and strengthening its core corporate and institutional banking, wealth management and wholesale banking franchises. The moves are expected to support HSBC's target of delivering approximately $1.5 billion in annualized cost savings and achieving at least a 17% return on average tangible equity by 2028.
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JACKSON, Mich., Aug. 6, 2026 /PRNewswire/ -- The Board of Directors of Consumers Energy, the principal subsidiary of CMS Energy, has declared a quarterly dividend on the utility's preferred stock.
The following dividend is payable Oct. 1, 2026, to shareholders of record at the close of business on Sept. 2, 2026: $1.125 per share on the $4.50 preferred stock (NYSE: CMS_pb).
Additional dividend information, including the tax status of Consumers Energy's dividend distributions, can be obtained through the Tax Information section of CMS Energy's website.
CMS Energy (NYSE: CMS) is a Michigan-based energy provider featuring Consumers Energy as its primary business. It also owns and operates independent power generation businesses.
For more information on CMS Energy, please visit our website at cmsenergy.com.
To sign up for email alert notifications, please visit the Investor Relations section of our website.
Cheniere Energy Partners vykázala za čtvrtletí tržby ve výši 2,58 miliardy USD, meziročně o 5,2 % více, a EPS 1,10 USD. Tržby ale zaostaly za odhadem Wall Street.
Cheniere Energy Partners, L.P. (CQP - Free Report) reported $2.58 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.2%. EPS of $1.10 for the same period compares to $0.91 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.69 billion, representing a surprise of -3.93%. The company delivered an EPS surprise of +15.79%, with the consensus EPS estimate being $0.95.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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 Cheniere Energy Partners, L.P. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Regasification revenues: $34 million versus the two-analyst average estimate of $34.22 million.Revenues- LNG revenues: $1.9 billion versus the two-analyst average estimate of $2.1 billion.Revenues- LNG revenues-affiliate: $631 million versus $542.02 million estimated by two analysts on average.Revenues- Other revenues: $16 million versus $17 million estimated by two analysts on average.View all Key Company Metrics for Cheniere Energy Partners, L.P. here>>>
Shares of Cheniere Energy Partners, L.P. have returned -2.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways AGCO missed Q2 earnings and revenue estimates, and shares have fallen 11% since releasing the results.AGCO lowered its 2026 earnings outlook due to weaker-than-expected industry conditions.AGCO reported narrower margins as lower production volumes and higher input costs weighed on the results. Shares of AGCO Corp. (AGCO - Free Report) have dipped 11% since missing its top- and bottom-line estimates on July 30. The company delivered adjusted earnings per share (EPS) of $1.43 in second-quarter 2026, missing the Zacks Consensus Estimate of $1.54 by 7.14%. The company posted adjusted EPS of $1.35 in the year-ago quarter.
Including one-time items, AGCO posted an EPS of $1.08 compared with the year-ago quarter’s $4.22.
Net sales declined 1% year over year to $2.61 billion and missed the consensus estimate of $2.73 billion. Excluding the favorable currency-translation impacts of 2.7%, net sales fell 3.7% year over year.
AGCO's Q2 Margins Narrow Y/YGross profit decreased 1.9% year over year to $646 million. The gross margin contracted 30 basis points to 24.7%, as lower production volumes and higher input costs offset pricing and cost-management benefits.
Selling, general and administrative expenses were $336 million compared with the year-ago quarter’s $326 million. Adjusted operating income fell 21.1% to $172 million. The adjusted operating margin declined 170 basis points to 6.6% due to weaker sales and factory absorption in Latin America, along with tariff-related costs.
AGCO Corp’s Q2 Segmental PerformanceSales in the North America segment increased 19.7% year over year to $471.5 million in the second quarter. Higher unit sales, particularly for high-horsepower tractors and hay tools, supported the top line. The reported figure missed our estimate of $439 million. The segment reported an operating loss of $24.5 million compared with the prior-year quarter’s operating loss of $25.2 million. Our projection for the segment’s operating loss was $34.6 million.
Sales in the Latin America segment decreased 17.9% year over year to $271 million. We expected the segment’s net sales to be $218.5 million. The segment reported an operating loss of $21.8 million against the prior-year quarter’s operating income of $26.9 million. Our estimate for the segment's operating loss was $6.2 million. The downside was led by softer industry demand, lower sales and production volumes, and higher engineering expenses.
The EME (Europe/Middle East) segment’s sales decreased 2.4% year over year to $1.73 billion. The reported figure missed our estimate of $1.91 billion. The segment’s operating income was $260.2 million compared with $261.3 million in the year-ago quarter. Our estimate for the segment's operating income was $7.5 million. Sales declines across most European markets were partly offset by growth in Germany and the U.K. Cost-optimization efforts and positive pricing supported the operating performance. We predicted EME’s operating income to be $301 million.
Sales in the Asia/Pacific/Africa segment edged down 1% year over year to $134.5 million. We expected the segment’s sales to be $144 million. The segment reported an operating income of $10.3 million compared with the prior-year quarter’s $9.4 million. Lower sales across several Asian and African markets were partly offset by higher sales in Australia. Our projection for the segment’s operating profit was $6.1 million.
AGCO's Inventory & Cash Flow Remain in FocusAGCO Corp ended June with cash and cash equivalents of $573 million, down from $862 million at the end of 2025. Inventories increased to $3.01 billion from $2.71 billion, reflecting the seasonal working-capital build and higher first-half production.
Net cash used in operating activities totaled $245 million in the first six months of 2026 against a cash inflow of $153.5 million in the year-ago period. The company completed $345 million in share repurchases during the quarter and maintained its quarterly dividend of 30 cents per share.
AGCO Corp Updates 2026 OutlookDue to the weaker-than-expected industry conditions, the company lowered its 2026 outlook. It expects adjusted earnings of $5.50-$5.75 per share compared with the prior stated $6. AGCO expects 2026 net sales between $10.1 billion and $10.2 billion, while the adjusted operating margin is expected to be 7.5%.
Capital expenditure is forecast between $300 million and $325 million. The company targets a free cash flow conversion of 75-100% of adjusted net income. For the third quarter, AGCO projects sales of $2.3-$2.4 billion and adjusted earnings of 85-90 cents per share.
AGCO’s Zacks RankAGCO Corp currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
AGCO Corp Stock’s Price PerformanceThe company’s shares have lost 8.4% in the past year against the industry’s growth of 16.5%.
Image Source: Zacks Investment Research
AGCO’s Peer PerformancesLindsay Corporation (LNN - Free Report) reported third-quarter fiscal 2026 earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.41 by 8.5%. The bottom line declined 14% year over year.
Lindsay’s sales totaled $160.8 million, down 5% year over year. The top line missed the Zacks Consensus Estimate of $169 million by 5.15%. Irrigation softness outweighed infrastructure growth. The quarter reflected persistent demand challenges in North America and Brazil.
CNH Industrial N.V. (CNH - Free Report) reported second-quarter 2026 adjusted EPS of 13 cents, which declined from 17 cents in the prior-year quarter. The figure, however, surpassed the Zacks Consensus Estimate of 11 cents.
In the second quarter, CNH Industrial’s net sales grew 2% from the year-ago level to $4.80 billion and topped the Zacks Consensus Estimate of $4.76 billion.
Farm Equipment Stock Awaiting ResultsDeere & Company (DE - Free Report) is expected to release third-quarter fiscal 2026 results on Aug. 20.
The Zacks Consensus Estimate for Deere’s earnings per share is pegged at $4.85 for the fiscal third quarter, implying growth of 2.1% from the year-ago reported figure. The consensus estimate for Deere’s total sales is pinned at $10.8 billion, indicating a year-over-year increase of 4.6%
Magnite vyskočila o 18 % po lepších výsledcích za 2. čtvrtletí a zvýšení celoročního výhledu. AppLovin naopak spadla o 20 % po smíšených výsledcích a Trade Desk klesla o 6 % v návaznosti.
Ad-tech stocks are moving in opposite directions midday Thursday as traders sort earnings winners from disappointments. Magnite (NASDAQ:MGNI) shares are surging 18% to $24.33 after a beat-and-raise second-quarter report. Meanwhile, AppLovin (NASDAQ:APP | APP Price Prediction) stock is crashing 20% to $335.84 on a mixed print that fell short of lofty expectations. For context, the Invesco QQQ Trust (NASDAQ:QQQ) (which tracks the NASDAQ 100 index) is down 0.46%.
The Trade Desk (NASDAQ:TTD) shares are sliding 6% to $17.77 despite no fresh company-specific news, caught in a sympathy move alongside AppLovin. The split captures how quickly the market is discriminating within ad-tech, rewarding connected TV (CTV) leverage and punishing any hint of mobile ad-model deceleration.
Magnite Soars on CTV Momentum and Raised Guidance Magnite reported Q2 2026 adjusted EPS of $0.26, topping the $0.15 consensus and rising from $0.20 a year earlier. Revenue of $189.6 million came in above expectations and above the $162 million posted a year ago.
Magnite’s management raised the company’s full-year guidance, citing accelerating CTV growth, market-share gains, improving profitability, and new agentic AI capabilities as a growth frontier. CEO Michael G. Barrett struck a confident tone, telling investors “we are uniquely positioned between supply and demand, and with our agentic offerings we believe we will benefit from serving as vital infrastructure for the future of digital advertising.”
Sell-side analysts moved quickly. BTIG raised its Magnite stock price target to $27 from $20 with a Buy rating, while Susquehanna lifted its target to $30 from $22 at Positive. MGNI stock entered today up 27% year to date, and today’s rally extends that lead over the rest of the group.
AppLovin Crashes as Guidance Misses the Midpoint AppLovin posted Q2 2026 revenue of $1,924 million, up 53% year over year (YoY), with net income of $1,267 million and adjusted EBITDA of $1,614 million. Diluted EPS was $3.76, and free cash flow reached $863.3 million.
The issue was the mix. AppLovin slightly missed the midpoint of its revenue and EBITDA guidance for the first time since its IPO, tied to temporary gaming ad-model timing challenges. Furthermore, AppLovin’s Q3 guidance of $2.055 billion to $2.085 billion in revenue with an 83% adjusted EBITDA margin implied a slight step-down from the 84% reached this quarter.
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Analysts responded with a cascade of target cuts. Piper Sandler downgraded AppLovin stock to Neutral with a $385 target from $665, citing “more questions than answers” on the company’s ability to keep beating. Wells Fargo moved to Equal Weight at $357 from $575, seeing mobile-game share plateauing.
The bulls trimmed but didn’t fold. Bank of America’s Omar Dessouky cut his APP stock price target to $430 from $705 while keeping a Buy, Goldman Sachs went to $465 from $585 at Neutral, BTIG trimmed to $574 from $640 as a Top Pick, and UBS analyst Stephen Ju edged down to $790 from $798. Retail on r/wallstreetbets is leaning the other way, with one widely-read post asserting, “I think the selloff is overdone.”
Trade Desk Sinks in Sympathy With No Fresh Catalyst Trade Desk shares are dropping 6% without any company-specific news today. The move reads as a sentiment spillover from AppLovin’s crash and broader concerns about mobile ad-tech pricing power.
Trade Desk stock has been one of 2026’s worst ad-tech performers, down 50% year to date entering Thursday. Prediction market positioning is cautious too, with Polymarket traders currently pricing a 43% probability that Trade Desk beats its next quarterly earnings print.
What to Watch Traders can watch for whether Magnite stock holds its double-digit gain through Thursday afternoon and whether tomorrow morning brings additional analyst commentary on AppLovin. The next anticipated Trade Desk catalyst is its own Q2 report, with the Street modeling roughly $751.5 million in revenue.
The takeaway from Thursday’s tape is that CTV-levered names delivering clean beats are getting paid, while any hint of decelerating growth in mobile advertising is being penalized aggressively. Position sizing should reflect that dispersion, and cautious exposure to the winners may prove more durable than bottom-fishing the drawdowns.
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Appian ve 2. čtvrtletí překonal výhled u výnosů z cloudových předplatných, tržeb i upravené EBITDA díky poptávce po AI a větším enterprise zakázkám. Zároveň zvýšil celoroční výhled na výnosy z cloudových předplatných na 429–433 milionů USD a tržby na 695–703 milionů USD.
Is Appian The AI Play Investors Have Completely Missed?Appian NASDAQ: APPN reported second-quarter 2025 results that exceeded its guidance for cloud subscription revenue, total revenue and adjusted EBITDA, citing momentum in larger enterprise transactions, AI-related demand and growth in its federal business.
Cloud subscription revenue rose 21% year over year to $106.9 million, while total subscription revenue increased 17% to $132.7 million. Total revenue also grew 17% to $170.6 million, or 14% on a constant-currency basis. Adjusted EBITDA was positive $8.1 million, compared with the company’s prior guidance range of a $5 million to $2 million loss and a $10.5 million loss a year earlier.
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Beyond the Magnificent 7: Tech’s Rising StarsNet income was $0.3 million, or breakeven per diluted share, compared with a net loss of $18.2 million, or $0.25 per share, in the second quarter of 2024. Cash equivalents and investments totaled $184.8 million at quarter-end, up from $159.9 million at the end of 2024. Cash used in operations narrowed to $1.9 million from $17.6 million a year earlier.
AI Drives Higher Pricing and Pipeline Chairman and CEO Matt Calkins said AI is contributing to Appian’s financial results, pipeline and customer value proposition. He said the company applies a 25% upcharge for AI and that most of its seven-figure software deals signed during the quarter included AI-inclusive license tiers.
UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?“We’re getting higher prices because of AI,” Calkins said. “We’re in new deals because of AI and even new industries.”
The company highlighted an international grocery retailer that deployed Appian AI within an existing field-dispatch application. Calkins said drivers can now upload paperwork related to shipment problems, while Appian AI reconciles the information automatically rather than requiring back-office workers to manually record and correct discrepancies.
Appian also cited a global asset manager that signed a seven-figure deal to upgrade licenses and deploy AI features for client investment operations. The company said AI agents will help classify forms and extract data for account openings, closings and changes.
During the question-and-answer session, Calkins argued that Appian’s platform provides enterprise capabilities beyond what AI alone can create, including security, scalability, reliability, mobile functionality and high-availability features. CFO Serge Tanjga characterized AI as an “engine” that requires the surrounding application framework and controls supplied by the platform.
Modernization and Federal Opportunities Calkins said Appian sees application modernization as an expanding opportunity as AI lowers the cost of extracting and translating legacy applications. He said the market includes both an extraction component that is likely more services-intensive and an application-instantiation component that is likely more software-intensive.
Appian cited several customer examples tied to modernization. A Spanish bank became a new customer in the quarter after purchasing thousands of software licenses to move back-office workflows from legacy systems to Appian. The company expects the bank to run core processes 30% faster and save millions of dollars annually.
A U.S. health insurer also signed a seven-figure expansion deal to deploy Appian more broadly, beginning with Medicare and Medicaid enrollment, as part of a company initiative to consolidate technology and save $1 billion.
In the public sector, Calkins said Appian’s federal business outgrew its global business in cloud revenue, new bookings and software pipeline during the first half of 2025. A U.S. agency supporting national healthcare selected Appian as the backbone for virtual care operations in a seven-figure software deal. According to Appian, the agency expects to save $38 million annually through the deployment.
Calkins continued to describe the federal outlook as “cautiously optimistic” amid volatility related to DOGE and other factors. He said government interest in buying software directly from providers rather than through intermediaries, along with increased emphasis on efficiency, could be favorable for Appian.
Margins, Retention and Go-to-Market Efforts Appian’s non-GAAP gross margin was 75%, unchanged from a year earlier and down from 78% in the first quarter. Subscription gross margin was 87%, compared with 89% in both the prior-year period and preceding quarter. Professional services gross margin improved to 33% from 30% a year earlier.
Total operating expenses were $122.7 million, essentially flat from $123.2 million a year ago. Tanjga said the EBITDA outperformance reflected higher-than-expected revenue as well as the timing of certain expenses that are now expected in the second half. Those expenses were primarily marketing and consulting costs rather than headcount, he said.
Cloud subscription revenue retention was 111% as of June 30, down from 118% a year earlier and 112% in the prior quarter. Tanjga attributed the decline largely to the continuing effect of a small number of prior downsells in the backward-looking measure. He also said a greater portion of first-half new business came from new customers, which Appian views as evidence of its ability to win large, strategic deals with new clients.
The company’s go-to-market productivity ratio reached 3.3, its eighth consecutive sequential quarterly increase, according to Calkins. Tanjga said Appian has reduced investment in lower-productivity areas and is seeking further gains through better execution, larger deals, leadership changes and targeted investments.
Raised Full-Year Outlook For the third quarter, Appian expects cloud subscription revenue of $109 million to $111 million, representing growth of 16% to 18%, and total revenue of $172 million to $176 million, representing growth of 12% to 14%. The company forecast adjusted EBITDA of $9 million to $12 million and non-GAAP earnings per share of $0.03 to $0.07.
Appian raised its full-year 2025 outlook. It now expects:
Cloud subscription revenue of $429 million to $433 million, up 17% to 18% year over year. Total revenue of $695 million to $703 million, up 13% to 14% year over year. Adjusted EBITDA of $49 million to $55 million. Non-GAAP earnings per share of $0.28 to $0.36. Tanjga said the higher outlook reflected fundamental business strength, with foreign exchange providing a marginal benefit. Appian also announced that David Crozier joined the company in July as chief marketing officer.
About Appian (NASDAQ:APPN)Appian Corporation is a global technology company specializing in low-code automation platforms designed to streamline business processes. Founded in 1999 by Matt Calkins, the company provides an integrated suite of tools that enables organizations to build enterprise applications and workflows rapidly with minimal hand coding. The platform combines process management, robotic process automation (RPA), artificial intelligence (AI) capabilities and data integration into a single environment, allowing businesses to accelerate digital transformation initiatives.
The core offering, the Appian Low-Code Platform, empowers users—ranging from professional developers to business analysts—to visually model, design and deploy applications that can automate complex operations, orchestrate tasks across systems, and deliver real-time analytics.
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Appian Corporation (APPN) Q2 2026 Earnings Call August 6, 2026 8:30 AM EDT
Company Participants
Matthew Calkins - Founder, Chairman, CEO & President
Srdjan Tanjga - Chief Financial Officer
Conference Call Participants
Brian Denyeau - ICR Inc.
Devin Au - KeyBanc Capital Markets Inc., Research Division
Patrick McIlwee - William Blair & Company L.L.C., Research Division
Steven Enders - Citigroup Inc., Research Division
Sanjit Singh - Morgan Stanley, Research Division
Raimo Lenschow - Barclays Bank PLC, Research Division
Lucky Schreiner - D.A. Davidson & Co., Research Division
Derrick Wood
Presentation
Operator
Good morning, and thank you for standing by. Welcome to the Appian Second Quarter 2026 Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Brian Denyeau. Please go ahead.
Brian Denyeau
ICR Inc.
Great. Good morning, and thank you for joining us. Today, we'll review Appian's Second Quarter 2026 Financial Results. With me are Matt Calkins, Chairman and Chief Executive Officer; and Serge Tanjga, Chief Financial Officer. After prepared remarks, we'll open the call for questions.
During this call, we may make statements related to our business that are considered forward-looking. These include comments related to our financial results, trends and guidance for the third quarter and full year 2026, the benefits of our platform, industry and market trends, our go-to-market and growth strategy, our market opportunity and ability to expand our leadership position, our ability to maintain and upsell existing customers and our ability to acquire new customers.
These statements reflect our views only as of today and don't represent our views as of any subsequent date. We won't update these statements as a result of new information unless required by law. Actual results may differ materially from expectations due to the risks and uncertainties described in our
California State Teachers Retirement System ve 1. čtvrtletí zvýšil podíl v Southwest Gas o 30,4 % na 76 336 akcií. Southwest Gas zároveň potvrdil celoroční výhled pro FY 2026 EPS 4,17 až 4,32.
California State Teachers Retirement System increased its holdings in shares of Southwest Gas Corporation (NYSE:SWX – Free Report) by 30.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 76,336 shares of the utilities provider’s stock after acquiring an additional 17,811 shares during the period. California State Teachers Retirement System owned approximately 0.11% of Southwest Gas worth $6,634,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of the business. Norges Bank purchased a new position in Southwest Gas during the fourth quarter worth approximately $66,930,000. BROOKFIELD Corp ON grew its holdings in Southwest Gas by 106.9% in the first quarter. BROOKFIELD Corp ON now owns 699,626 shares of the utilities provider’s stock valued at $60,797,000 after purchasing an additional 361,556 shares during the period. Renaissance Technologies LLC increased its position in shares of Southwest Gas by 281.2% in the first quarter. Renaissance Technologies LLC now owns 459,000 shares of the utilities provider’s stock valued at $39,887,000 after buying an additional 338,600 shares in the last quarter. BROOKFIELD Corp ON purchased a new stake in shares of Southwest Gas in the fourth quarter valued at approximately $27,052,000. Finally, Adage Capital Partners GP L.L.C. raised its stake in shares of Southwest Gas by 16.1% during the 4th quarter. Adage Capital Partners GP L.L.C. now owns 1,648,496 shares of the utilities provider’s stock worth $131,913,000 after buying an additional 228,496 shares during the period. Hedge funds and other institutional investors own 92.77% of the company’s stock.
Southwest Gas Price Performance SWX stock opened at $90.62 on Thursday. Southwest Gas Corporation has a 1 year low of $75.75 and a 1 year high of $94.46. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.45 and a quick ratio of 1.32. The firm has a market capitalization of $6.56 billion, a PE ratio of 13.13, a price-to-earnings-growth ratio of 2.11 and a beta of 0.57. The business has a 50 day simple moving average of $89.66 and a 200-day simple moving average of $88.43.
Southwest Gas (NYSE:SWX – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The utilities provider reported $0.45 EPS for the quarter, hitting analysts’ consensus estimates of $0.45. The firm had revenue of $358.15 million for the quarter, compared to the consensus estimate of $416.20 million. Southwest Gas had a return on equity of 6.95% and a net margin of 19.95%.The firm’s revenue was down 9.6% compared to the same quarter last year. During the same quarter last year, the business posted ($0.18) earnings per share. Southwest Gas has set its FY 2026 guidance at 4.170-4.320 EPS. Equities research analysts anticipate that Southwest Gas Corporation will post 4.27 earnings per share for the current fiscal year.
Southwest Gas Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be paid a $0.645 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $2.58 dividend on an annualized basis and a dividend yield of 2.8%. Southwest Gas’s dividend payout ratio (DPR) is 37.39%.
Trending Headlines about Southwest Gas Here are the key news stories impacting Southwest Gas this week:
Positive Sentiment: Full-year guidance reaffirmed: Southwest Gas maintained its 2026 continuing-operations EPS outlook of $4.17 to $4.32, broadly in line with the $4.22 consensus estimate. Southwest Gas second-quarter financial results Positive Sentiment: Great Basin expansion gains momentum: Binding commitments for the 2028 expansion reached approximately 1 billion cubic feet per day. Southwest Gas raised expected project capital investment to about $2.3 billion and estimated potential annual incremental margin of $270 million to $300 million once operational. Positive Sentiment: Regulatory developments improved the outlook: A California regulatory decision is expected to provide approximately $40 million in incremental annual revenue, while the final decision in a broader California rate case is anticipated in August. The company also reported an 8.1% trailing-12-month utility return on equity. Neutral Sentiment: Quarterly profitability improved year over year: Net income attributable to Southwest Gas was $42.1 million, versus a $40.2 million loss in the prior-year quarter. Reported EPS was $0.45, meeting some consensus estimates, though other estimates placed expectations at $0.47. Negative Sentiment: Revenue and earnings comparisons were weak: Quarterly operating revenue fell 9.6% year over year to $358.2 million. Zacks characterized EPS as a miss against its $0.47 estimate, and reported EPS declined from $0.53 a year earlier under that comparison, despite lower costs helping operating income. Analysts Set New Price Targets A number of research analysts have recently issued reports on the company. JPMorgan Chase & Co. upgraded Southwest Gas from a “neutral” rating to an “overweight” rating and set a $100.00 target price on the stock in a research report on Thursday, May 7th. UBS Group set a $100.00 price target on shares of Southwest Gas in a report on Thursday, May 7th. Wall Street Zen upgraded shares of Southwest Gas from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Southwest Gas in a report on Monday. Finally, Citigroup lifted their target price on shares of Southwest Gas from $99.00 to $106.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $98.00.
View Our Latest Analysis on SWX
Southwest Gas Profile (Free Report)
Southwest Gas Corporation (NYSE: SWX) is a publicly traded natural gas utility that provides regulated gas distribution services to residential, commercial, industrial and electric generation customers. The company’s core activities include the transportation, distribution and sale of natural gas through an extensive network of pipelines, service lines and metering facilities. Southwest Gas also offers related services such as system maintenance, pipeline safety inspections, emergency response and line extensions to support customer growth and ensure reliable gas delivery.
Founded in 1931 in southern Nevada, Southwest Gas has grown through strategic acquisitions and organic expansion to become one of the nation’s larger natural gas utilities by customer count.
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« PREVIOUS HEADLINECalifornia State Teachers Retirement System Has $6.56 Million Holdings in Landstar System, Inc. $LSTR
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Globalstar vykázal ve 2. čtvrtletí ztrátu 0,23 USD na akcii a tržby ve výši 64,77 milionu USD, což je pod odhady trhu. Zisk na akcii byl také horší než před rokem, kdy činil 0,13 USD.
Globalstar (GSAT - Free Report) came out with a quarterly loss of $0.23 per share versus the Zacks Consensus Estimate of a loss of $0.09. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -155.56%. A quarter ago, it was expected that this satellite communications company would post a loss of $0.02 per share when it actually produced a loss of $0.16, delivering a surprise of -700%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Globalstar, which belongs to the Zacks Satellite and Communication industry, posted revenues of $64.77 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 11.22%. This compares to year-ago revenues of $67.15 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Globalstar shares have added about 36.7% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Globalstar?While Globalstar has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Globalstar was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.07 on $76.83 million in revenues for the coming quarter and -$0.38 on $298.8 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Satellite and Communication is currently in the bottom 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Telesat (TSAT - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.
This satellite communications company is expected to post quarterly loss of $0.82 per share in its upcoming report, which represents a year-over-year change of -182%. The consensus EPS estimate for the quarter has been revised 21% higher over the last 30 days to the current level.
Telesat's revenues are expected to be $57.05 million, down 25.6% from the year-ago quarter.
Sui zavádí postkvantovou ochranu na úrovni protokolu a patří mezi první velké sítě layer-1, které přijaly standardy schválené NIST. Pro držitele $SUI by upgrade neměl vyžadovat migraci aktiv ani změnu veřejných adres.
@SuiNetwork is moving to harden its cryptographic foundation against quantum threats, integrating two signature schemes formally approved by the United States National Institute of Standards and Technology (NIST). The decision places Sui among the first major layer-1 networks to adopt post-quantum protections at the protocol level.
Two Algorithms, Two Use CasesThe architecture assigns each algorithm a distinct role. For everyday transactions, ML-DSA-65 becomes a native protocol signature scheme, covering standard user accounts. Smart contract vaults, which hold assets under programmable conditions, will be secured using SLH-DSA-SHA2-128s.
The two standards are technically distinct. ML-DSA (FIPS 204) is intended as the primary standard for protecting digital signatures and uses the CRYSTALS-Dilithium algorithm, built on lattice-based mathematics. SLH-DSA (FIPS 205), also designed for digital signatures, employs the Sphincs+ algorithm and is based on a different mathematical approach, intended as a backup method in case ML-DSA proves vulnerable. NIST expects that the two digital signature standards, ML-DSA and SLH-DSA, will provide the foundation for most deployments of post-quantum cryptography.
Sui opted for Level 3 security parameters rather than the lower-cost Level 1 option. The choice followed a July 2026 incident where an AI model halved the effective key strength of HAWK, a post-quantum signature candidate, in about 60 hours, after two years of expert human review had cleared it. The episode underscored that candidates not yet stress-tested by AI-assisted cryptanalysis carry meaningful residual risk.
No Asset Migration RequiredThe rollout is designed to minimize disruption for $SUI holders. The upgrade mechanism uses address aliases and deterministic seeds, allowing users to move to quantum-safe keys without transferring existing holdings or changing their public addresses. This approach removes one of the most significant barriers to adoption of new cryptographic standards in live networks, where forcing on-chain asset migration typically creates friction and security risk during the transition window.
NIST released the principal three post-quantum cryptography standards in 2024 following a multi-year international competition involving industry, academia, and governments, and organizations are encouraged to begin applying these standards now to migrate their systems to quantum-resistant cryptography.
Sources:
Investing.com: Sui Adopts Post-Quantum Signature Schemes
NIST: First 3 Finalized Post-Quantum Encryption Standards
NIST CSRC: Post-Quantum Cryptography Project
Immunovant vykázal za 1. čtvrtletí fiskálního roku 2027 ztrátu 75 centů na akcii, více než čekal trh. Hotovost ve výši 797,8 milionu USD má vystačit až do plánovaného uvedení IMVT-1402 na léčbu Gravesovy choroby.
Key Takeaways Immunovant reported a wider Q1 fiscal 2027 loss as research and development spending increased.IMVT expects cash to support operations through the planned commercial launch of IMVT-1402 for GD.IMVT remains on track across multiple studies, with several top-line data readouts due from 2026 to 2028. Immunovant (IMVT - Free Report) incurred first-quarter fiscal 2027 net loss of 75 cents per share, wider than the Zacks Consensus Estimate of a loss of 66 cents. The company had reported a loss of 71 cents per share in the year-ago quarter.
Excluding stock-based compensation expense, IMVT reported a net loss of 68 cents per share.
Currently, Immunovant does not have any approved products in its portfolio and therefore is yet to generate revenues.
IMVT’s Q1’27 Results in DetailResearch and development expenses totaled $142.6 million, up 40.9% from the year-ago quarter’s figure. The increase was primarily driven by higher spending on clinical studies of IMVT-1402, including contract manufacturing costs, partially offset by lower overall expenses as the company winds down its batoclimab clinical studies.
General and administrative expenses were $17.7 million, down 32% year over year, primarily due to lower personnel-related expenses, market research and information technology costs, legal and other professional fees.
As of June 30, 2026, Immunovant’s cash and cash equivalents totaled approximately $797.8 million compared with $902.1 million as of March 31, 2026. The cash balance is expected to extend IMVT’s cash runway through the commercial launch of IMVT-1402 for Graves’ disease (GD).
Year to date, Immunovant shares have risen 54.5% compared with the industry’s 3.4% growth.
Image Source: Zacks Investment Research
Key Pipeline Updates of IMVTImmunovant has designated IMVT-1402, a next-generation neonatal fragment crystallizable receptor (FcRn) inhibitor, as its lead asset due to its broad potential across multiple indications.
IMVT remains on track with the development of IMVT-1402 across multiple indications, including registrational studies in GD, difficult-to-treat rheumatoid arthritis (D2T RA), myasthenia gravis (MG), chronic inflammatory demyelinating polyneuropathy (CIDP), Sjögren's disease (SjD), as well as a proof-of-concept trial in cutaneous lupus erythematosus (CLE).
Previously, the company announced strong early data from the open-label portion of the ongoing phase II study evaluating IMVT-1402 in D2T RA patients who had failed multiple prior advanced therapies. Further updates from the study are expected in the second half of 2026.
Top-line data from potentially registrational clinical studies evaluating IMVT-1402 for the treatment of patients with GD and MG are anticipated in 2027.
Immunovant expects to report top-line data from the proof-of-concept study of IMVT-1402 in CLE in the second half of 2026.
Top-line data from the registrational studies of IMVT-1402 in CIDP and SjD are expected in 2028.
IMVT’s Zacks Rank & Stocks to ConsiderImmunovant currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the biotech sector are Harmony Biosciences (HRMY - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy) and Altimmune (ALT - Free Report) , which carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, earnings per share estimates for Harmony Biosciences have increased from $3.20 to $3.33 for 2026. Over the same period, estimates for earnings per share increased from $3.64 to $3.87 for 2027. HRMY shares have risen 2.2% year to date.
Harmony Biosciences missed on earnings in three of the trailing four quarters and beat in the remaining one, delivering an average negative surprise of 13.97%.
Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $2.97. Over the same period, EPS estimates for 2027 have risen to $5.31 from $4.81. LQDA shares have gained 158.4% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.
Over the past 60 days, estimates for Altimmune’s 2026 loss per share have narrowed from 69 cents to 64 cents. Over the same period, loss estimates for 2027 have also improved from 73 cents to 64 cents. ALT shares have declined 16.1% year to date.
Altimmune’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 15.81%.
Key Takeaways Vistra's Q2 revenues is projected to rise 48.07%, while EPS is expected to increase 52.48%.VST may benefit from data-center demand, nearly fully hedged 2026 generation and Lotus assets.Vistra trades below its industry P/E, while nuclear PPAs and buybacks support long-term returns. Vistra Corp. (VST - Free Report) is expected to deliver an improvement in both top and bottom lines when it reports second-quarter 2026 results on Aug. 7, before market open.
The Zacks Consensus Estimate for VST’s second-quarter revenues is pegged at $6.29 billion, indicating an increase of 48.07% from the year-ago reported figure.
Image Source: Zacks Investment Research
The consensus mark for VST’s second-quarter earnings is pegged at $1.54 per share, indicating a 52.48% increase from the year-ago reported figure.
Image Source: Zacks Investment Research
What the Zacks Model UnveilsOur model does not predict an earnings beat for Vistra this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you can see below.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Vistra has an Earnings ESP of 0.00%.
Zacks Rank: VST currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
A few utilities reported positive earnings surprises this season and they have nuclear assets like VST, which are utilized to produce reliable clean energy.
Ameren Corporation (AEE - Free Report) reported second-quarter 2026 earnings of $1.13 per share, which beat the Zacks Consensus Estimate of $1.08 by 4.6%. Duke Energy Corporation's (DUK - Free Report) second-quarter 2026 earnings of $1.43 per share surpassed the Zacks Consensus Estimate of $1.29 by 10.9%. NextEra Energy (NEE - Free Report) reported second-quarter 2026 results with adjusted earnings per share of $1.15 and beat the Zacks Consensus Estimate of $1.09 by 5.5%.
The Zacks Consensus Estimate for AEE, DUK and NEE’s 2026 earnings per share reflects an increase of 0.56%, 0.15% and 0.25%, respectively, in the past 60 days.
Factors Likely to Have Shaped VST’s Q2 EarningsVistra's second-quarter results are likely to benefit from rising clean electricity demand, fueled by the rapid expansion of U.S. data centers, industrial reshoring and Permian Basin electrification. With a diversified generation portfolio and a high-quality nuclear fleet, the second-quarter earnings are likely to have benefited from accelerating load growth across key markets such as PJM and ERCOT.
Vistra's comprehensive hedging program is expected to support second-quarter results, with nearly 100% of its 2026 generation volume hedged against market and price volatility. Contributions from acquired Lotus assets are expected to have boosted second-quarter earnings.
Vistra’s share repurchase program has boosted shareholder value and supported EPS growth, aiding its second-quarter performance. As of May 1, 2026, Vistra has nearly $158 billion available for share repurchases, which might have further supported earnings growth.
Vistra's long-term nuclear PPAs are likely to have supported second-quarter earnings by providing stable cash flows, while its highly efficient generation fleet further contributed to performance.
VST’s Return on EquityVST’s current ROE is pegged at 105.64% compared with its industry’s 11.21%.
Image Source: Zacks Investment Research
VST Stock Trading at a DiscountVistra is currently valued at a discount compared with its industry on a forward 12-month P/E basis. VST is trading at a P/EF12M of 13.62X compared with the industry’s 15.8X.
Image Source: Zacks Investment Research
Investment ThesisVistra is expanding its generation capacity through organic investments and strategic acquisitions, while its integrated business model provides a competitive advantage over non-integrated peers.
The extension of licenses for its nuclear plants enables the company to continue delivering large volumes of carbon-free electricity. Strong free cash flow generation further supports shareholder returns through share repurchases and dividends.
Summing UpVistra is well positioned to benefit from accelerating demand for clean electricity through continued expansion of its clean generation portfolio via acquisitions and organic growth. The company’s disciplined hedging strategy and rising power demand from data centers further strengthen its long-term outlook.
Given its compelling valuation and industry-leading ROE, the stock warrants consideration from long-term investors.
Payoneer Global Inc. (PAYO - Free Report) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -60.00%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.06, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Payoneer Global, which belongs to the Zacks Financial Transaction Services industry, posted revenues of $274.26 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.51%. This compares to year-ago revenues of $260.61 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Payoneer Global shares have added about 26.7% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Payoneer Global?While Payoneer Global has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Payoneer Global was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.07 on $287.13 million in revenues for the coming quarter and $0.26 on $1.12 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial Transaction Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Nayax (NYAX - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This financial technology company is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of -43.8%. The consensus EPS estimate for the quarter has been revised 1.4% higher over the last 30 days to the current level.
Nayax's revenues are expected to be $120.54 million, up 26.1% from the year-ago quarter.
EOG ponechal výhled na rok 2026 beze změny: čeká 5% růst produkce ropy, 14% růst celkové produkce a 8 miliard USD volného peněžního toku. V UAE dva laterály v průměru přinesly přes 25 000 barelů na vrt za prvních 30 dnů.
Key Takeaways EOG kept its 2026 plan intact, targeting 5% oil growth, 14% total growth and $8 billion in free cash flow.Two UAE laterals averaged over 25,000 barrels per well in 30 days, with repeatability still under review.EOG targets low-single-digit well-cost cuts as its drilling motors lifted footage per run 70% since 2023. EOG Resources, Inc. (EOG - Free Report) used its second-quarter 2026 earnings call to emphasize that record cash generation reflected more than stronger oil prices. Management focused on execution, spending discipline and exploration.
Early UAE results provided the main strategic update, while the Q&A session set clear limits: commercialization has no fixed timetable, and management still requires repeatability, service capacity and competitive full-cycle returns.
EOG Resources Keeps the 2026 Plan IntactAdjusted earnings of $5.07 per share topped the Zacks Consensus Estimate of $5.01. Revenues of $8.62 billion also exceeded the Zacks Consensus Estimate of $7.86 billion, while free cash flow reached $2.8 billion.
Executive vice president and COO Jeffrey Leitzell kept 2026 capital spending at $6.5 billion. He expects 5% oil production growth and 14% total production growth.
Executive vice president and CFO Ann Janssen said strip pricing and guidance midpoints support $8 billion of 2026 free cash flow. She reiterated the company’s commitment to return at least 70% of annual free cash flow to shareholders.
EOG Tests UAE Repeatability Before ScalingChairman and CEO Ezra Yacob said two one-mile UAE laterals averaged more than 25,000 barrels of oil per well during the first 30 days. He said natural-flow performance exceeded initial expectations.
A UBS analyst asked about timing. Yacob said the three-year exploration phase has no strict commercialization schedule, with artificial-lift response, decline behavior and repeatability across 900,000 acres still under review.
Senior vice president of Exploration and Production Keith Trasko told a Johnson Rice analyst that both wells tested the same zone. COO Leitzell said upcoming work includes laterals exceeding two miles and more completions.
EOG Resources Adds Inventory at HomeCOO Leitzell highlighted a 60,000-acre Austin Chalk sweet spot. EOG has drilled more than a dozen wells and identified about 125 remaining two-mile locations, adding roughly one year of inventory.
In response to an Evercore analyst, Leitzell said the wells generated returns of more than 100% and payouts of less than one year at $65 WTI, making them competitive with the core Eagle Ford.
Leitzell also said the Encino integration exceeded its $150 million synergy target ahead of schedule. Utica well costs fell below $600 per foot, while production optimizers improved base output by 5% and cut downtime 5%.
EOG Protects Costs Through In-House ToolsCOO Leitzell said lease and well costs and gathering, processing and transportation expenses totaled below guidance midpoints. Second-quarter capital spending was $38 million below the midpoint, primarily due to timing.
Despite slight service inflation, Leitzell maintained an expectation for a low-single-digit reduction in well costs this year. EOG’s in-house drilling motors have increased average footage per run by 70% since 2023.
A Citigroup analyst asked whether Delaware productivity gains reflected materially higher sand loadings. Leitzell pointed instead to iterative design changes, higher frac horsepower and steady optimization.
EOG Resources Preserves 2027 FlexibilityA UBS analyst asked whether EOG would continue shifting capital toward oil. CEO Yacob said 2026 remains unchanged and that 2027 could resemble the three-year scenario of low-single-digit oil growth at $60-$80 WTI.
A Truist analyst asked where growth would originate. Yacob identified the Utica as the primary driver, while describing the Delaware Basin as flat to moderately growing within the three-year framework.
Yacob also forecast U.S. natural gas demand growth of 3% to 5% annually through decade-end, supported by LNG, electricity and industrial demand. He said exploration remains slightly oil-biased because liquids provide higher margins.
EOG Maintains a Disciplined Growth PostureCEO Yacob combined confidence in oil fundamentals and exploration with clear hurdles for new investment. He kept capital discipline, operational excellence, sustainability and culture at the center of EOG’s framework.
COO Leitzell’s message was similarly measured: improve costs, test inventory and scale where economics remain competitive. The strategy remains centered on selective growth, balance-sheet flexibility and cash returns.
Zacks Signals Show Strong Styles, Neutral RankEOG carries a Zacks Rank #3 (Hold). Under the Zacks framework, a Rank of 3 can support holding a stock, while A or B Style Scores remain favorable; the strongest combinations pair those scores with a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Momentum Score of A and the VGM Score of A, alongside the Value and Growth Scores of B, indicate favorable near-term style characteristics. The Zacks Rank can change as estimate revisions incorporate the just-reported results.
Ingevity ve 2. čtvrtletí zvýšila upravený zisk na akcii o 42,6 % na 1,74 USD a tržby překonaly odhady na 314,1 mil. USD. Firma zároveň zvedla celoroční výhled upraveného EPS na 5–5,45 USD.
Key Takeaways Ingevity's Q2 adjusted EPS rose 42.6% to $1.74, while revenues beat estimates at $314.1 million.Pricing, product mix and higher volumes lifted adjusted EBITDA margin to 36.6% despite lower sales.Ingevity raised 2026 EPS guidance to $5-$5.45 and EBITDA guidance to $380-$400 million. Ingevity Corporation (NGVT - Free Report) reported second-quarter 2026 adjusted earnings of $1.74 per share, up 42.6% year over year and above the Zacks Consensus Estimate of $1.31 by 32.8%.
Revenues declined 5.2% to $314.1 million but surpassed the consensus mark of $299.4 million by 4.9%. Excluding the divested Road Markings business, sales rose 5%. Higher pricing, favorable product mix and increased volumes lifted adjusted EBITDA margin to 36.6%.
Segmental ReviewPerformance Materials generated net sales of $160.6 million, up 4.4% from $153.9 million in the prior-year quarter. The segment’s EBITDA increased 6.3% year over year to $86.1 million. Higher volumes, improved price and mix, and stronger plant utilization more than offset increased selling, general and administrative and other expenses.
The company’s Performance Chemicals operations are now represented by the Pavement Technologies segment following the Road Markings divestiture. Pavement Technologies’ net sales fell 22.4% year over year to $104.2 million, primarily because the Road Markings product line was sold on April 15, 2026. Segment EBITDA declined to $25.4 million from $28.8 million because the prior-year quarter included $6 million of Road Markings EBITDA. Improved pricing and volumes in the remaining business partly offset the lost contribution.
Advanced Polymer Technologies posted net sales of $49.3 million, up 13.9% from $43.3 million. Segment EBITDA jumped to $11.2 million from $2 million. Improved product mix and higher plant utilization supported the increase, as the year-ago period included extended downtime related to new boiler installations.
FinancialsNet cash used in operating activities was $13.8 million in the second quarter. Free cash flow totaled $89.1 million. NGVT repurchased approximately $35 million of common stock during the quarter at a weighted average price of $70.94 per share. Roughly $211 million remained available under the company’s existing share-repurchase authorization at the end of the period. Net leverage improved to 2.5 times from 3 times in the prior-year quarter and also declined from the first quarter of 2026. Cash and cash equivalents stood at $97.4 million as of June 30, 2026.
OutlookIngevity raised its full-year 2026 adjusted earnings guidance to $5-$5.45 per share from the previous projection of $4.7-$5.2. The company also increased its adjusted EBITDA forecast to $380-$400 million from $370-$395 million. The company continues to expect full-year net sales of $1.05-$1.15 billion. Free cash flow is now projected at $220-$245 million, excluding the $113.2 million litigation settlement payment, compared with the prior outlook of $215-$245 million. Ingevity intends to use its projected cash generation to reduce leverage to its long-term target range of 2-2.5 times and return capital to shareholders.
NGVT Stock’s Price PerformanceShares of Ingevity have gained 52.7% in a year compared with the industry’s 5.6% growth.
Image Source: Zacks Investment Research
NGVT’s Rank & Key PicksNGVT currently has a Zacks Rank #3 (Hold).
Some better-ranked stocks in the basic materials space are Neo Performance Materials Inc. (NOPMF - Free Report) ,Almonty Industries Inc. (ALM - Free Report) and Skeena Resources Limited (SKE - Free Report) .
Neo Performance is slated to report second-quarter 2026 results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 50 cents per share. NOPMF sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Almonty is expected to report second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for ALM’s second-quarter earnings per share is pegged at 10 cents, indicating 300% year-over-year growth. ALM carries a Zacks Rank #2 (Buy) at present.
Skeena is expected to report second-quarter 2026 results on Aug. 13. The consensus estimate for SKE’s loss per share is pegged at 11 cents. SKE presently carries a Zacks Rank #2.
CINCINNATI, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Chemed Corporation (NYSE:CHE) announced today that the Board of Directors has declared a quarterly cash dividend of 70-cents per share on the Company’s capital stock, payable on September 3, 2026, to shareholders of record as of August 17, 2026. This is a 10-cent, or 17%, increase over the 60-cent dividend paid in June 2026. This represents the 221st consecutive quarterly dividend paid by Chemed in its 55 years as a public company.
Listed on the New York Stock Exchange and headquartered in Cincinnati, Ohio, Chemed Corporation (www.chemed.com) operates two wholly owned subsidiaries: VITAS Healthcare and Roto-Rooter. VITAS is the nation's largest provider of end-of-life hospice care and Roto-Rooter is the nation’s leading provider of plumbing and drain cleaning services.
Statements in this press release or in other Chemed communications may relate to future events or Chemed's future performance. Such statements are forward-looking statements and are based on present information Chemed has related to its existing business circumstances. Investors are cautioned that such forward-looking statements are subject to inherent risk that actual results may differ materially from such forward-looking statements. Further, investors are cautioned that Chemed does not assume any obligation to update forward-looking statements based on unanticipated events or changed expectations.
People Incorporated ve 2. čtvrtletí zvýšila digitální výnosy o 6 % meziročně a digitální upravený EBITDA o 18 %. Zároveň potvrdila celoroční výhled digitálních výnosů na střední až vyšší jednociferný růst.
People Incorporated Common Stock (NASDAQ:PPLI) reported continued digital revenue growth and higher profitability in its second quarter, while outlining plans to simplify its corporate structure, monetize non-core assets and invest in its core media operations and MGM holdings.
The company said digital revenue at its People Inc. operating business rose 6% year over year, marking its 11th consecutive quarter of digital growth. Digital adjusted EBITDA increased 18%, while the digital EBITDA margin expanded to 26% from 23% a year earlier.
The call also marked a leadership transition. Christopher Halpin said he would leave his executive roles after the close of business and serve as a consultant through March 2027. Neil Vogel became CEO of People Incorporated and Tim Quinn became CFO. Barry Diller remains chairman and senior executive.
Publishing growth led by non-session revenue Vogel said the company’s strategy is centered on executing in its People Inc. media business, deploying capital in assets it knows well, including MGM and publishing, and continuing to monetize non-core holdings.
Non-session-based revenue grew 16% during the quarter, driven by Apple News, licensing agreements including artificial-intelligence partnerships, social programs, events and Decipher. Session-based revenue declined 1%, despite a 22% decline in core sessions, as the company benefited from higher advertising rates across direct-sold and programmatic advertising.
Quinn said advertising revenue was approximately flat in the quarter. Performance marketing, primarily affiliate commerce, grew 13%, while licensing revenue increased 23%. Print revenue declined 18% amid continued pressure on print advertising, although the company expects full-year print EBITDA to offset People Inc. corporate overhead.
“Our premium ad sales team” has continued to deliver performance for advertisers through campaigns that combine session-based and non-session-based assets, Quinn said. He added that the company has been able to command premium and growing ad rates despite lower web traffic.
Google search traffic represented about 21% of People Inc.’s traffic during the quarter, Quinn said, compared with roughly two-thirds historically. Vogel said the company has prepared for this shift by building new revenue sources around its brands, including social video, events, subscriptions, product offerings and content licensing.
The company reaffirmed its expectation for mid- to high-single-digit digital revenue growth for the full year.
New products, events and licensing initiatives People Inc. highlighted several initiatives intended to contribute to growth in 2027 and beyond. The company said its Charleston Food & Wine Classic is on track to become one of its largest events. It also acquired Hot Luck, an Austin-based food and music festival aimed at Gen Z audiences, and plans a multi-city expansion in 2027.
The company is also expanding subscription offerings. In July, it launched Southern Living Insiders, a paid membership program that includes access to vintage recipes and other benefits. MyRecipes had reached 4.5 million registered users for its free product, Vogel said, and the company plans to launch a subscription app in August. A People premium subscription bundle is expected to launch in October.
People Inc. now has 47 original social video series, including programs from InStyle, People and Travel + Leisure. It also licensed a curated library of videos from several brands for Netflix’s short-form video launch.
On AI licensing, Vogel said the company sees “real momentum” as AI developers increasingly seek timely, high-quality content. People Inc. has agreements with OpenAI, Meta and Microsoft, according to Vogel, though he did not announce additional deals.
Vogel also discussed the company’s relationship with Google, saying People Inc. would like Google to separate its search and AI crawlers. He said Google’s use of a single crawler means blocking the company’s content from AI products would also block it from search, making that action impractical for now. People Inc. expects its Google-related litigation to resolve in 2027, he said.
Cash generation, portfolio actions and MGM People Inc. generated $179 million of free cash flow over the past 12 months, Quinn said. The operating business is expected to finish the year with net leverage below three times.
The company also signed an agreement to sell its limited-partner interests in a third-party fund to private investors. The transaction is expected to close in the third quarter and generate approximately $189 million of gross cash. Halpin said the company has more than $250 million of remaining capital-loss carryforwards from the Care.com sale, which it expects will offset the gain associated with the fund-interest transaction.
Diller said the company intends to continue selling non-core assets over time. He identified Turo, The Daily Beast and Vivian as businesses that are not expected to remain part of the company over the long term, though he said the company would seek full value for those holdings.
Regarding MGM, Diller said discussions continue with the MGM special committee and their respective representatives concerning People Incorporated’s proposal to acquire shares it does not already own. He said he expects a resolution “certainly within the next 60 days,” though he cautioned that timing could change.
Diller said People Incorporated has a long-term belief in MGM’s management and business, and expects to increase its ownership either through a single transaction or gradually over time.
Guidance and corporate cost reduction The company confirmed full-year 2026 guidance under a revised definition of adjusted EBITDA. People Inc. expects EBITDA of $325 million to $355 million, unchanged from its prior outlook after accounting for a $15 million forecasted Google litigation expense that is now excluded under the revised measure.
People Inc. operating-business EBITDA guidance: $325 million to $355 million. Emerging and other EBITDA guidance: $10 million to $15 million, with the low end raised by $5 million following first-half performance at The Daily Beast and Vivian. Total People Incorporated 2026 EBITDA guidance: $255 million to $290 million. Parent corporate costs under the revised definition: $80 million for 2026. Halpin said the corporate consolidation is expected to continue through the first quarter of 2027. Corporate costs are expected to remain near the second-quarter level in the third quarter, fall below $20 million in the fourth quarter and decline further in the first quarter of 2027. The company reaffirmed a target of $45 million in annual corporate run-rate expense after the consolidation is completed, with the second quarter of 2027 expected to be the first full quarter reflecting that structure.
About People Incorporated Common Stock (NASDAQ:PPLI) IAC (NASDAQ: IAC) is a publicly traded holding company headquartered in New York City that builds and invests in consumer-focused internet businesses. Through its portfolio of digital media brands, online marketplaces and subscription services, IAC delivers content and connections across a range of verticals, including lifestyle, finance, home services and personal care. The company’s operations span North America and parts of Europe, where its brands reach millions of visitors each month.
In the digital publishing space, IAC’s Dotdash Meredith division develops original content and data‐driven journalism across more than a dozen specialty sites.
Procore spustila Asset Register, nástroj v rámci Procore Asset Management, který má zkrátit předání stavby od dodavatelů k vlastníkům z týdnů na průběžný digitální proces. Cílem je zachytávat data o aktivech už během výstavby a urychlit commissioning i provoz.
Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, today announced the general availability of Asset Register, a new tool within Procore Asset Management that helps contractors replace weeks of project handoff work with a continuous digital handover process. By building complete asset records throughout construction, contractors deliver higher-quality handovers while owners receive trusted information to commission buildings and help begin operations sooner. These trusted asset records create the connected data foundation for Procore AI agents to understand project context and allow teams to make faster, more informed decisions.
Every year, the construction industry loses billions of dollars because critical asset information is not captured until project closeout. Contractors spend weeks manually assembling asset documentation instead of focusing on higher-value work, while owners inherit fragmented asset records that delay commissioning, increase operational risk, and postpone revenue-generating operations.
"Construction teams generate thousands of decisions and data points about every critical asset over the life of a project, but too often that information lives in disconnected systems until the very end," said Geoff Lewis, SVP of Product at Procore. "By connecting every asset to the work, documentation, inspections, and quality records behind it, we’re helping owners get facilities online and generating revenue sooner, while replacing traditional binder dumps with a streamlined, digital handover for contractors.”
Instead of waiting until project closeout, Asset Register continuously captures and connects inspections, warranties, manuals, RFIs, as-built drawings, and other project information to every installed asset as work progresses. This reduces manual closeout work for contractors while providing owners with verified asset records from day one that help accelerate commissioning and simplify long-term operations. The result is a complete digital record that moves seamlessly from construction into operations—creating trusted asset data that lays the foundation for increasingly valuable Procore AI experiences across the construction lifecycle.
Built into the Procore platform teams already use to manage construction, Asset Register captures, organizes, and validates asset information as work happens—eliminating the need to recreate documentation during project closeout while creating a connected data foundation for Procore AI.
Key Asset Register capabilities include:
Organize installed assets in a centralized, searchable registerUpdate asset information directly from the field using mobile devices and scannable QR codesMaintain a complete audit trail from installation through handoverExport structured asset information for owner maintenance systems, reducing manual data entryView assets in 3D using Building Information Modeling (BIM) (available now in UK and Ireland with general availability planned for fall 2026)“Historically, procurement and inventory management have been a lot of work for our team, so we’ve been really excited about Procore Asset Management,” said Kira Henderson, Director of Operations Support at Altus Power Inc. “It gives our technical teams visibility from design through project handoff, bringing all our asset data into one place instead of separate systems. Because we manage projects in Procore throughout the development lifecycle, everyone—from our finance team to our CEO—can quickly access the information they need, reducing timelines, stress, and friction between teams.”
Supporting Digital Asset Management Across EMEA and APAC
As a core pillar of Procore’s Europe Common Data Environment (CDE), Asset Register helps organizations maintain a continuous, auditable record of fixed assets throughout construction. This improves project visibility and supports regulatory compliance, documentation, and operational readiness.
In EMEA, these capabilities also support the Building Safety Act’s “Golden Thread” requirements by connecting BIM models with field documentation, inspections, and supporting records to create a complete, verifiable digital asset record.
Market Availability
Asset Register is generally available today across North America, EMEA, and APAC.
To learn more, visit https://www.procore.com/en-gb/fc/asset-management.
About Procore
Procore Technologies, Inc. (NYSE: PCOR) is a leading technology partner for every stage of construction. Built for the industry, Procore’s unified technology platform drives efficiency and mitigates risk through AI & data-driven insights and decision making. Over three million projects have run on Procore across 150+ countries. For more information, visit www.procore.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260806876078/en/
GE HealthCare těží z rychlejšího růstu objednávek a backlogu než tržeb, přičemž book-to-bill je nad 1. Firma čeká také oživení divize Patient Care Solutions po odeznění problémů v dodavatelském řetězci.
SummaryGE HealthCare Technologies is rated Buy, with risk-reward attractive due to accelerating growth and an undervalued multiple versus peers.Order growth, backlog expansion, and a robust innovation pipeline position GEHC for revenue acceleration and margin improvement as new products scale.Patient Care Solutions business is expected to recover as supply chain issues resolve, supporting overall growth and margin rebound.Valuation is compelling, with GEHC trading at a 19–27% discount to sector multiples and double-digit EPS growth anticipated in the back half of FY26. jetcityimage/iStock Editorial via Getty Images
Investment Thesis GE HealthCare Technologies (GEHC) is well placed for growth acceleration with orders and backlog growing at a faster pace than the current revenue growth and book-to-bill above one. While last quarter had
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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.
Datadog ve 2. čtvrtletí vykázal zisk 0,65 USD na akcii a výnosy 1,12 miliardy USD, obojí nad odhady. Zisk byl také vyšší než 0,46 USD na akcii před rokem.
Datadog (DDOG - Free Report) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.07%. A quarter ago, it was expected that this data analytics and cloud monitoring company would post earnings of $0.5 per share when it actually produced earnings of $0.6, delivering a surprise of +20%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Datadog, which belongs to the Zacks Internet - Software industry, posted revenues of $1.12 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.85%. This compares to year-ago revenues of $826.76 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Datadog shares have added about 108.2% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Datadog?While Datadog has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Datadog was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.60 on $1.09 billion in revenues for the coming quarter and $2.42 on $4.34 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
DocuSign (DOCU - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026.
This provider of electronic signature technology is expected to post quarterly earnings of $1.08 per share in its upcoming report, which represents a year-over-year change of +17.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
DocuSign's revenues are expected to be $868.04 million, up 8.4% from the year-ago quarter.
Akcie Quanta Services (PWR) za tři měsíce klesly o 11,7 %, přestože tržby ve 2. čtvrtletí vzrostly o 41,1 % na 9,56 miliardy USD a upravený zisk na akcii (EPS) o 71 % na 4,24 USD.
Key Takeaways PWR fell 11.7% in three months despite 41.1% revenue growth and 71% adjusted EPS growth.Quanta raised 2026 revenue and adjusted earnings guidance after strong execution and acquisitions.PWR trades at a premium valuation as backlog hit a record $53.4 billion amid execution risks. Quanta Services, Inc. (PWR - Free Report) shares have declined 11.7% in the past three months, even as the company delivered faster earnings growth, record backlog and a higher 2026 outlook.
The pullback sharpens the investment debate. Quanta’s operating momentum supports the bull case, but its premium valuation and execution demands leave little room for disappointment.
PWR’s Fundamentals Defy the Recent DeclineSecond-quarter 2026 revenues increased 41.1% year over year to $9.56 billion. Adjusted earnings rose 71% to $4.24 per share, exceeding the Zacks Consensus Estimate by 28.9%, while revenues topped the consensus mark by 12.1%.
Profitability improved across both operating segments. Electric Infrastructure Solutions revenues rose 43.6%, while Underground Utility and Infrastructure Solutions revenues increased 30.7%. Those results show that the recent stock weakness has occurred despite broad operating gains.
Quanta’s Backlog Supports Multiyear VisibilityTotal backlog reached a record $53.4 billion at June 30, 2026, up from $48.5 billion at March 31. Remaining performance obligations increased to $33.6 billion, giving Quanta substantial visibility into future work.
Several large transmission and generation programs remain outside backlog while engineering, permitting and pre-construction activities continue. Their eventual inclusion could extend the opportunity, although the timing of awards may make quarterly bookings uneven.
PWR’s Raised Outlook Strengthens the Bull CaseQuanta raised its 2026 revenue guidance to $39.3-$39.7 billion from $34.7-$35.2 billion. Adjusted earnings guidance increased to $16.45-$16.95 per share from $13.55-$14.25.
The revision reflects first-half execution, better second-half visibility and expected contributions from recent acquisitions. Phalcon, Enerfab, Percheron and PSD are expected to add $1.2-$1.4 billion of 2026 revenues and $120-$140 million of adjusted EBITDA.
Quanta’s Premium Valuation Raises the StakesPWR trades at 44.1X forward 12-month earnings, above the Zacks sub-industry’s 27.6X, the sector’s 20.6X and the S&P 500’s 20.8X. That premium implies investors are already paying for sustained growth and reliable execution.
MasTec, Inc. (MTZ - Free Report) offers exposure to communications, power delivery, clean-energy and pipeline infrastructure, while EMCOR Group, Inc. (EME - Free Report) provides electrical and mechanical construction services. Both are relevant comparisons because Quanta’s valuation also exceeds their forward multiples cited in the peer analysis.
PWR’s Risks Could Prolong the WeaknessPermitting, environmental reviews, right-of-way work and regulated utility approvals can delay project starts and shift revenue timing. Quanta must also recruit and train enough craft-skilled workers to support larger programs expected to enter the field in coming years.
Fixed-price contracts can pressure margins when labor, materials or schedules move against estimates. Working-capital swings may also affect cash conversion, while the integration of four recently acquired businesses adds execution and organizational complexity.
PWR’s Growth Signals Favor Selective OptimismThe pullback makes PWR more debatable as an entry point, but not automatically inexpensive. Record backlog, raised guidance and faster earnings growth support selective optimism, while the valuation premium argues for discipline.
PWR currently carries a Zacks Rank #1 (Strong Buy), along with a Growth Score of A, Momentum Score of B and VGM Score of B. Those readings support its near-term earnings and growth profile. Still, the Value Score of F confirms that valuation remains the central restraint, even after the recent decline. You can see the complete list of today’s Zacks #1 Rank stocks here.
Quanta Services zvýšila výhled na rok 2026: tržby nyní čeká 39,3–39,7 miliardy USD a upravený zisk 16,45–16,95 USD na akcii. Zvedla i odhad volného cash flow na 2–2,5 miliardy USD.
Key Takeaways Quanta raised 2026 revenue, adjusted earnings, adjusted EBITDA and free-cash-flow guidance.PWR expects acquisitions to add up to $1.4 billion in 2026 revenue and up to $140 million of adjusted EBITDA.Quanta plans higher capital spending backed by stronger cash flow to expand infrastructure capacity. Quanta Services, Inc. (PWR - Free Report) raised its full-year revenue, earnings, adjusted EBITDA and free-cash-flow outlook after second-quarter results exceeded expectations.
The revision changes the scale of the 2026 growth story. Delivery now depends on continued segment execution, successful acquisition integration and enough cash generation to fund the workforce, equipment and manufacturing capacity required for larger infrastructure programs.
Quanta’s New Outlook Marks a Major Step UpQuanta now expects 2026 revenues of $39.3-$39.7 billion, up from its prior range of $34.7-$35.2 billion. Adjusted earnings guidance increased to $16.45-$16.95 per share from $13.55-$14.25.
The company also raised its adjusted EBITDA forecast to $4.09-$4.21 billion from $3.49-$3.65 billion. First-half execution, improved visibility for the remainder of the year and expected acquisition contributions support the higher ranges.
PWR’s Electric Segment Leads the ExpansionElectric Infrastructure Solutions generated second-quarter revenues of $7.84 billion, up 43.6% year over year. Operating income increased 62.5%, while operating margin expanded to 11.5% from 10.1%.
Demand spans transmission, distribution, generation, technology and mission-critical infrastructure. MasTec, Inc. (MTZ - Free Report) also serves power-delivery and clean-energy infrastructure markets, making it relevant to the broader investment cycle supporting grid and generation construction.
Quanta’s Underground Business Adds BreadthUnderground Utility and Infrastructure Solutions posted revenues of $1.72 billion, an increase of 30.7% from the year-ago quarter. Its operating margin improved to 9.1% from 6.9% as operating income rose 71.7%.
The gains show that Quanta’s higher outlook does not rest on the electric business alone. EMCOR Group, Inc. (EME - Free Report) , a provider of mechanical and electrical construction, industrial and energy infrastructure and building services, offers another comparison for investors tracking demand across specialized construction markets.
PWR’s Acquisitions Boost the 2026 ForecastPhalcon, Enerfab, Percheron and PSD are expected to contribute $1.2-$1.4 billion of 2026 revenues and $120-$140 million of adjusted EBITDA. Most of that contribution is expected in the Electric segment.
The businesses add modular fabrication, electrical and mechanical services, surveying, right-of-way work, engineering, substation buildings and switchgear capabilities. Those additions broaden Quanta’s ability to participate from early project planning through construction and manufacturing.
Quanta’s Cash Outlook Funds Future CapacityQuanta raised its 2026 free-cash-flow outlook to $2-$2.5 billion from $1.55-$2.05 billion. Expected operating cash flow increased to $2.9-$3.4 billion.
The cash outlook provides support for approximately $900 million of planned net capital expenditures. Those investments include equipment, fabrication and manufacturing capacity needed to prepare for larger utility, generation and technology programs
PWR’s Execution Signals Back the Revised ViewThe revised outlook strengthens Quanta’s growth case, but it also raises the execution standard. Segment margins, acquisition integration, project timing and cash conversion must remain on track for the company to deliver against the larger forecast.
PWR currently carries a Zacks Rank #1 (Strong Buy), along with a Growth Score of A, Momentum Score of B and VGM Score of B. These readings are supportive for investors focused on earnings revisions, growth and near-term momentum. The Value Score of F signals that successful delivery remains especially important because the shares offer limited valuation support. You can see the complete list of today’s Zacks #1 Rank stocks here.
HII uzavřela dlouhodobé výrobní smlouvy s Path Robotics a GrayMatter Robotics na urychlení automatizace stavby lodí pro americké námořnictvo. Během sedmi let jim může zadat práci až za 900 milionů USD.
ARLINGTON, Va., Aug. 06, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today long-term performance-based production agreements with High-Yield Production Robotics (HYPR) team members GrayMatter Robotics and Path Robotics. The signed agreements are designed to accelerate the development and deployment of advanced physical AI automation across U.S. Navy shipbuilding programs, including aircraft carriers, submarines, destroyers, amphibious ships, future frigates and unmanned surface vessels.
“We are committed to making generational investments to develop new shipbuilding capability and to expand capacity,” said Eric Chewning, executive vice president of maritime systems and corporate strategy at HII. “Together, we are defining a new approach to robotics in shipbuilding: automation that can adapt to extreme levels of complexity, mix, and size. This collaboration represents a strategic investment in the future of American shipbuilding — strengthening industrial base resilience, expanding distributed shipbuilding capacity, feeding critical materials to our shipyards and workforce, and unlocking new production efficiencies essential to delivering the Navy’s growing fleet.”
Under the agreements, HII intends to award up to $900 million in total shipbuilding work to Path Robotics and GrayMatter Robotics across seven years, contingent on the two companies meeting clearly defined technology and manufacturing readiness, and performance milestones outlined in the agreements. This sustained demand signal enables Path Robotics and GrayMatter Robotics to make significant long-term investments in robotics, autonomous systems, facilities and workforce required to deliver Navy-grade production at scale.
“For years, we've believed physical AI could fundamentally change manufacturing,” said Andy Lonsberry, CEO and co-founder of Path Robotics. “HYPR is a powerful validation of our vision — that physical AI can scale shipbuilding capacity in one of the world's most demanding production environments. Together with HII, we're proud to be building the shipyard of the future, unlocking distributed shipbuilding, and establishing a blueprint for strengthening America's maritime industrial base.”
"This agreement represents an important milestone in bringing Factory SuperIntelligence to America's leading shipbuilding company,” said Ariyan Kabir, CEO and co-founder of GrayMatter Robotics. “By combining Physical AI with autonomous production systems, we're helping create manufacturing that learns, adapts, and improves over time, making complex shipbuilding faster, more resilient, and more scalable.
Photos and related content can be found at: http://hii.com/news/hii-signs-performance-based-production-agreements-with-path-robotics-and-graymatter-robotics/.
Together with HII and Path Robotics, we're laying the foundation for the next generation of American industrial capability and helping ensure that the United States can build critical assets at the speed and scale our national security demands."
The performance-based production agreements are part of a broader set of strategic agreements that form the HYPR Program, including collaboration and joint development frameworks that establish governance, program execution, and long-term operational alignment among the companies. The companies expect the collaborative effort to push the boundaries of automation never seen before in shipbuilding.
The agreements are structured in two stages: a Navy-grade development stage and a delivery stage. In the development stage, both companies will partner with HII to develop, validate and qualify high-precision production techniques for autonomous welding, grinding, blasting, painting, assembly, inspection and other fabrication processes, then integrate them into an autonomous production line. The agreements establish a rigorous testing, qualification and oversight process to ensure that every technology meets the stringent standards of U.S. Navy shipbuilding. In the delivery stage, HII will begin sourcing shipbuilding work from both companies through the new line, contingent upon favorable cost, schedule and quality performance. The delivery stage is designed to augment HII’s current distributed shipbuilding strategy, starting with small steel structures and growing to include units and modules.
In 2026, HII plans to outsource more than 2.5 million hours of shipbuilding work, a 30% increase from 2025, while expanding its structural assembly network of assembly partner companies, enabling more work to be completed outside the shipyards before final assembly.
Mission Critical Episode 7: US shipbuilder ‘HYPR-focused’ on building ships faster
About Path Robotics
Path Robotics builds physical AI for manufacturing, starting with its welding model, Obsidian™. Path Robotics’ intelligent welding cells perform the complex, variable welds that traditional automation cannot, enabling manufacturers to overcome chronic labor shortages while increasing production capacity, and improving quality. With the launch of Rove™, a mobile robotic welding system that pairs Obsidian with a quadruped robot, Path Robotics brings that same intelligent, adaptive welding capability into the field directly to the part, wherever it is. Since its founding in 2018, the company has raised more than $370 million to incorporate intelligence through physical AI into legacy manufacturing processes, turning traditionally impossible-to-automate work into reliable, high-throughput, and high-quality production. By combining artificial intelligence, machine learning and computer vision, Path Robotics’ physical AI enables legacy manufacturing processes to see, think, and adapt, in real time, turning the complexity that made automating these traditional processes impossible into a reality.
About GrayMatter Robotics
Headquartered in Carson, California, GrayMatter Robotics is building Factory SuperIntelligence that powers the autonomous factories of the future. Founded in 2020, the company develops Physical AI technologies and deploys autonomous factories that handle complex, high-mix tool-manipulation applications such as surface preparation, coating, and inspection processes across some of the most demanding production environments in the world — delivering up to 12x the throughput of skilled manual labor and a 95% reduction in rework. Its air-gapped, edge-deployed architecture ensures full data sovereignty for defense and enterprise-critical operations. To date, GrayMatter Robotics has processed over 30 million square feet of surface area across 20+ industries, serving customers in aerospace, defense, shipbuilding, specialty vehicles, and consumer products. The company is on a mission to reindustrialize American manufacturing and bolster our National Security, bridge the gap between demand and capacity of our industrial base, and ensure the industrial resilience the nation depends on. For more information, visit: https://factory.graymatter-robotics.com/
About HII
HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.
With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:
HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii
Contact:
Sempra (SRE - Free Report) came out with quarterly earnings of $1.16 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +14.85%. A quarter ago, it was expected that this natural gas and electricity provider would post earnings of $1.51 per share when it actually produced earnings of $1.51, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Sempra, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $3 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 6.83%. This compares to year-ago revenues of $3 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Sempra shares have lost about 4.1% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Sempra?While Sempra has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Sempra was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.13 on $3.35 billion in revenues for the coming quarter and $5.12 on $13.98 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the bottom 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, New Era Energy & Digital, Inc. (NUAI - Free Report) , is yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.09 per share in its upcoming report, which represents a year-over-year change of +57.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
New Era Energy & Digital, Inc.'s revenues are expected to be $0.25 million, up 19.1% from the year-ago quarter.
Vishay oznámila poměr book-to-bill 1,32 a nevyřízené zakázky vzrostly o 18 % na 1,9 miliardy USD, což potvrzuje silnější poptávku. Firma zároveň zvýšila výhled tržeb za 3. čtvrtletí na 945–975 milionů USD.
Key Takeaways Vishay's book-to-bill reached 1.32 as backlog climbed 18% to $1.9 billion amid broad demand growth globally.Third-quarter revenues guided to $945-$975M, with 24% gross margin arriving a quarter earlier than planned.Vishay is investing $400-$440M in 2026 capex as new semiconductor and passive-component capacity ramps. Vishay Intertechnology, Inc. (VSH - Free Report) framed its second-quarter 2026 call around an early industry upcycle, broad demand gains and a faster path to higher margins. Management said stronger bookings, rising customer counts and added capacity are helping the company capture more industrial, AI, automotive and aerospace business.
The company reported earnings of 19 cents per share, which beat the Zacks Consensus Estimate of 15 cents. GAAP revenues of $888.6 million missed the $893.4 million consensus mark, while adjusted revenues totaled $918.6 million after excluding tariff refunds passed through to customers.
VSH Sees Broad-Based Demand StrengthPresident and chief executive officer Joel Smejkal said adjusted revenues rose 9.5% sequentially and 20.5% year over year, with growth across technologies, end markets, channels and regions.
Book-to-bill reached 1.32, including 1.23 for semiconductors and 1.40 for passive components. Backlog increased 18% to $1.9 billion, equal to 6.1 months of sales.
CEO Smejkal said industrial demand led the increase, supported by smart-grid projects, AI power infrastructure, high-voltage direct-current systems and factory automation. He also cited stronger automotive, aerospace and defense, healthcare, computing and telecommunications demand.
Vishay Pulls Its Margin Goal ForwardExecutive vice president and chief financial officer David McConnell guided third-quarter revenues to $945 million to $975 million. At the midpoint, that represents 4.5% sequential growth and 21.4% year-over-year growth, including European seasonality.
Gross margin is expected at 24%, plus or minus 50 basis points. CFO McConnell said that level would arrive one quarter earlier than the prior goal of exiting 2026 at a 24% margin.
CEO Smejkal attributed the progress to volume, pricing, channel management, cost savings and product mix. Management continues to target a 30% gross margin under Vishay 3.0.
VSH Accelerates Capacity ExpansionCEO Smejkal said proceeds from the equity offering allow Vishay to invest in semiconductor and passive-component capacity in parallel. The company expects 2026 capital expenditures of $400 million to $440 million.
Equipment for the new 12-inch wafer fab in Germany has been assembled, with installation planned for the third quarter. Engineering wafers are expected near year-end, followed by nonautomotive production in mid-2027.
A BofA Securities analyst requested detailed wafer-capacity targets. CEO Smejkal declined to provide them but said Korean and Chinese foundries should add AI-related capacity in the third quarter, while automotive approvals should lift utilization at the Newport fab.
Vishay Defends the Quality of OrdersA Needham analyst asked whether longer lead times and rising prices were producing double ordering. CEO Smejkal characterized ordering as rational and said Vishay remains early in the upcycle.
Point-of-sale activity through distribution increased 4.7% sequentially and 20.5% year over year. Distributor inventory fell to 18 weeks from 20 weeks, as consumption continued to outpace replenishment.
A Raymond James analyst asked about orders being pulled forward before price increases. CEO Smejkal said Vishay quickly updates backlog pricing, limiting access to old prices, while crowded production lines also constrain inventory building.
VSH Prioritizes Growth InvestmentCFO McConnell said Vishay raised $830 million net through its stock offering and ended the quarter with $1.3 billion in cash and short-term investments. The company repaid its revolver balance in July.
Management plans to use the liquidity for capacity, research and development, and a renewed value-accretive acquisition process. Vishay also continues to expand polymer capacitor output and reduce reliance on outside semiconductor assembly providers.
A BofA Securities analyst asked about 2027 spending and buybacks. CFO McConnell gave no 2027 capital-expenditure target but said capital intensity should decline from recent 10% to 11% levels. Vishay still expects negative free cash flow in 2026 because of expansion spending.
Vishay Keeps Execution at the CenterManagement’s tone remained confident on demand while focused on execution. Vishay 3.0 centers on serving more customers, directing capacity toward higher-margin business and expanding the portfolio available through distributors.
Near-term priorities are converting backlog into shipments, adding capacity without sacrificing lead times and sustaining margin improvement as pricing and cost pressures move through results.
VSH’s Zacks Rank and Style ScoresVSH carries a Zacks Rank #3 (Hold). Its Growth Score is A, VGM Score is B, Value Score is C and Momentum Score is D, creating a favorable growth profile but a weaker momentum signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Style Scores complement the Zacks Rank, with A and B grades carrying the greatest weight alongside Zacks Rank #1 or #2 stocks. The current Zacks Rank #3 supports a neutral near-term view, and the Rank can change as earnings estimates are revised after the reported results.
