As eBay tries to keep up with competitors like Whatnot and TikTok Shop, the online marketplace is making a bigger push into live shopping after seeing record results.
During its second-quarter earnings call on Wednesday, the company noted that eBay Live’s gross merchandise volume (GMV) jumped about eight times year-over-year across seven markets, along with increases in viewers, watch time, and items sold. It plans to expand eBay Live to more international markets in the coming weeks and months.
“These results reinforce our confidence that Live can deepen engagement, broaden discovery, and increase velocity across the broader eBay marketplace,” CEO Jamie Iannone told investors.
However, it’s important to note that eBay didn’t share the exact GMV number, making it difficult to assess how significant the growth is.
That said, eBay clearly sees Live as a key growth area, and the feedback from sellers and buyers looks promising. eBay reports that over 90% of sellers who stream regularly have seen their GMV grow, and those who use Live sell about three times more than those who don’t.
Buyers are also spending more. First-time shoppers in the collectibles category are dropping around 70% more than their non-Live shopping counterparts.
eBay launched Live as invite-only in the U.S. in 2022, then expanded internationally, starting with a beta in the U.K. in 2024, and it has since rolled it out in countries like Germany, Australia, France, Italy, and Canada.
Last month, the company moved past its invite-only model and now offers self-service onboarding for eligible sellers in over 300 categories, which include everything from electronics to fashion and collectibles.
The company also pointed to recent product improvements, including discovery features across its homepage and mobile app to make live events easier to find. Iannone added that eBay also simplified event creation, inventory preparation, and live item management for sellers, while improving “bidding responsiveness” to create smoother, faster livestreams.
The growth comes as live shopping in the U.S. moves beyond a niche trend, with more companies beginning to treat it more seriously rather than a side experiment. Even resale giant StockX recently introduced live shopping capabilities. Whatnot continues to find success, with a valuation of more than $11 billion. Additionally, TikTok Shop is reportedly testing a paid membership that offers free shipping and exclusive discounts.
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Lauren covers media, streaming, apps and platforms at TechCrunch.
You can contact or verify outreach from Lauren by emailing [email protected] or via encrypted message at laurenforris22.25 on Signal.
Legget & Platt (LEG - Free Report) came out with quarterly earnings of $0.39 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.3 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +34.48%. A quarter ago, it was expected that this engineered component manufacturer would post earnings of $0.26 per share when it actually produced earnings of $0.15, delivering a surprise of -42.31%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Legget & Platt, which belongs to the Zacks Furniture industry, posted revenues of $999.7 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.55%. This compares to year-ago revenues of $1.06 billion. 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.
Legget & Platt shares have lost about 6.8% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Legget & Platt?While Legget & Platt 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 Legget & Platt 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 $0.28 on $1.02 billion in revenues for the coming quarter and $0.90 on $3.85 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, Furniture is currently in the top 15% 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.
Another stock from the same industry, Flexsteel Industries (FLXS - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 17.
This furniture maker is expected to post quarterly earnings of $1.15 per share in its upcoming report, which represents a year-over-year change of -17.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Flexsteel Industries' revenues are expected to be $114.03 million, down 0.5% from the year-ago quarter.
Molson Coors Brewing (TAP - Free Report) came out with quarterly earnings of $1.58 per share, beating the Zacks Consensus Estimate of $1.51 per share. This compares to earnings of $2.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.64%. A quarter ago, it was expected that this beer maker would post earnings of $0.36 per share when it actually produced earnings of $0.62, delivering a surprise of +72.22%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Molson Coors, which belongs to the Zacks Beverages - Alcohol industry, posted revenues of $3.1 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.24%. This compares to year-ago revenues of $3.2 billion. 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.
Molson Coors shares have lost about 10.3% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Molson Coors?While Molson Coors 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 Molson Coors was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $1.51 on $2.97 billion in revenues for the coming quarter and $4.77 on $11.09 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, Beverages - Alcohol is currently in the bottom 7% 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.
Brown-Forman B (BF.B - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026. The results are expected to be released on September 2.
This company is expected to post quarterly earnings of $0.38 per share in its upcoming report, which represents a year-over-year change of +5.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Brown-Forman B's revenues are expected to be $922.86 million, down 0.1% from the year-ago quarter.
Kraft Heinz přidá ve druhé polovině roku 100 milionů USD do výdajů na marketing, protože po zlepšení spotřeby a tržního podílu zvýšil výhled organických tržeb. Spotřeba se v červenci zlepšila z asi -2,5 % ve 2. čtvrtletí na zhruba -1 %.
Key Takeaways KHC added $100 million to second-half marketing after early gains in consumption and market share.Organic sales guidance improved as consumption moved from about -2.5% in Q2 to roughly -1% in July.Kraft Heinz is backing stronger brands with marketing, innovation and productivity ahead of 2027. The Kraft Heinz Company (KHC - Free Report) used its Q2 2026 earnings call to increase brand investment after early improvements in consumption and market share. Management framed the added spending as preparation for volume-led growth in 2027.
Adjusted earnings of $0.56 per share topped the Zacks Consensus Estimate of $0.53. Revenues of $6.26 billion also exceeded the $6.16 billion estimate, although organic net sales declined 1.3%.
KHC Adds $100 Million to Brand SupportChief executive officer (CEO) Steve Cahillane said Kraft Heinz raised incremental fiscal 2026 investments to approximately $700 million versus 2025. The extra $100 million will go almost entirely toward second-half marketing.
A JPMorgan analyst asked about the spending cadence. Cahillane said third- and fourth-quarter investment should be broadly even.
Global CFO Andre Maciel said management does not expect spending to wrap into next year. Fiscal 2026 is intended to establish the base while preserving flexibility across marketing, pricing and product support.
Kraft Heinz Sees Consumption ImproveKraft Heinz raised its fiscal 2026 organic net sales outlook to a decline of 0.5% to 2.0%, compared with the previous forecast for a 1.5% to 3.5% decrease.
A Bank of America analyst pressed management on consumption. Global CFO Andre Maciel said the measure declined about 2.5% in the second quarter but improved to roughly negative 1% in July, with sequential progress expected through year-end.
The global chief financial officer said market share declined 30 basis points in the first half and about 20 basis points in recent weeks. Steve Cahillane cited better trends in Capri Sun, Mac & Cheese and Taste Elevation, while stressing that the turnaround remains unfinished.
KHC Directs Spending to Stronger BrandsAn Evercore ISI analyst asked why Heinz, Capri Sun, Ore-Ida, Kraft Mac & Cheese and Philadelphia were receiving more support. Andre Maciel cited brand equity, attractive gross margins and more advanced innovation plans.
Heinz grew 3% worldwide and U.S. condiments have increased 3% year to date. Cahillane said Heinz grew 12% in emerging markets during the quarter, while global Away From Home returned to growth.
Results remained uneven elsewhere. The CEO identified Oscar Mayer Deli Fresh as a major weakness, though new packaging was nearly fully deployed. PowerMac reached about 35,000 stores and ranked in the first quartile of innovation performance.
Kraft Heinz Calls 2027 Inflation ManageableA Barclays analyst asked whether expected inflation of 4% to 5% in 2027 threatened margin recovery. CEO Steve Cahillane said productivity would remain the first defense, and management intends to strengthen margins over time.
Second-quarter adjusted gross margin was flat at 34.1%. Adjusted operating income fell 18.4% as advertising, weaker volume and inflation outweighed efficiency gains and pricing.
Kraft Heinz expects fiscal 2026 constant-currency adjusted operating income to decline 16% to 18%. Adjusted earnings guidance was narrowed to $2.03-$2.09 per share from $1.98-$2.1.
KHC Protects Cash While InvestingAndre Maciel emphasized that higher spending has not changed the cash commitment. Year-to-date free cash flow is up 10.3% to $1.7 billion, and the conversion outlook has increased to approximately 110% from 100%.
Maciel also cited $1.9 billion of debt repayment during the quarter. Kraft Heinz paid $949 million in dividends during the first half.
A Wells Fargo analyst asked whether improving momentum created room for portfolio changes. Cahillane said management would consider transactions that add shareholder value, without outlining a specific action.
Kraft Heinz Keeps 2027 in FocusManagement's tone was confident about early traction but measured about the work ahead. North American demand remains pressured, the broader industry is soft and volume recovery is still developing.
Kraft Heinz is prioritizing sustained brand support, targeted pricing, innovation and productivity. Its near-term objective is to improve consumption and share through the second half and enter 2027 with a stronger operating base.
Zacks Signals Favor Value Over GrowthKHC carries a Zacks Rank #2 (Buy), with an A Value Score, C Growth Score, C Momentum Score and A VGM Score. The combined reading is favorable, while the individual scores show greater strength in value than in growth or momentum.
Zacks methodology favors Rank #1 (Strong Buy) and 2 stocks paired with an A or B Style Score. The current combination is constructive, but the Zacks Rank can change as earnings estimates are revised after the reported results.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Unity Software vykázala EPS 0,28 USD a tržby 546,47 milionu USD za čtvrtletí končící v červnu 2026, obojí nad odhady. Ve stejném období loni vykázala ztrátu 0,26 USD na akcii.
Unity Software Inc. (U - Free Report) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to a loss of $0.26 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this company would post earnings of $0.24 per share when it actually produced earnings of $0.23, delivering a surprise of -4.17%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Unity Software, which belongs to the Zacks Internet - Software industry, posted revenues of $546.47 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.77%. This compares to year-ago revenues of $440.94 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.
Unity Software shares have lost about 19.7% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Unity Software?While Unity Software 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 Unity Software 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 $0.28 on $528.98 million in revenues for the coming quarter and $1.04 on $2.12 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, 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.
One other stock from the same industry, Zoom Communications (ZM - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on August 25.
This video-conferencing company is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of -2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Zoom Communications' revenues are expected to be $1.27 billion, up 4.2% from the year-ago quarter.
Peloton (PTON - Free Report) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 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 +18.18%. A quarter ago, it was expected that this exercise bike and treadmill company would post earnings of $0.07 per share when it actually produced earnings of $0.05, delivering a surprise of -28.57%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Peloton, which belongs to the Zacks Leisure and Recreation Products industry, posted revenues of $607.7 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.73%. This compares to year-ago revenues of $606.9 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.
Peloton shares have added about 5.8% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Peloton?While Peloton 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 Peloton 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 $0.11 on $568.21 million in revenues for the coming quarter and $0.30 on $2.43 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, Leisure and Recreation Products is currently in the top 32% 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.
Academy Sports and Outdoors, Inc. (ASO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026.
This company is expected to post quarterly earnings of $2.12 per share in its upcoming report, which represents a year-over-year change of +9.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Academy Sports and Outdoors, Inc.'s revenues are expected to be $1.66 billion, up 3.7% from the year-ago quarter.
Mercado Libre sdělila, že nižší hranice pro dopravu zdarma v Brazílii změnila chování zákazníků: denní aktivita roste rychleji než měsíční a počet položek na jednoho kupujícího stoupl za rok o 19 %.
A year after lowering the threshold for free shipping in Brazil, Mercado Libre has seen the offering drive “a structural change in behavior,” the eCommerce and FinTech company said in a Wednesday (Aug. 5) press release reporting its second-quarter earnings results.
Since Mercado Libre made the change, daily active users have grown faster than monthly active users in every quarter, new buyers are purchasing more, across more categories, and those new buyers are showing higher retention than those who came before the change, according to the release.
Overall, among all buyers in Brazil, items per buyer have grown 19% in the year since the company lowered its free shipping threshold in the country, Mercado Libre Chief Financial Officer Martín de los Santos said during a Wednesday earnings call.
“That’s a sign of changed behavior, not just a bigger audience,” de los Santos said. “It shows existing users engaging more deeply with us, not simply more people showing up.”
Across its entire business, which includes operations in Brazil, Argentina, Mexico and 15 other countries, Mercado Libre saw its revenue increase 50% year over year to $10.2 billion in the second quarter. The revenue of the company’s Commerce business grew 50% year over year to $5.8 billion, while that of its FinTech business, Mercado Pago, rose 49% to $4.4 billion, according to the release.
Mercado Libre’s margins have compressed over the past year. The company’s income from operations margin saw a year-over-year decline in the second quarter from 12.2% to 6.7%, while its net income margin dropped from 7.7% to 4.6%, according to a presentation released Wednesday.
The company attributed the margin compression to “deliberate investments to strengthen engagement and long-term growth,” per the presentation.
Those investments include higher shipping costs, initiatives on its marketplace in Brazil to improve price competitiveness, investment in user acquisition and higher point-of-sale (POS) device costs that reflect the increase in memory chip prices, Mercado Libre said in a letter to shareholders released Wednesday.
During the earnings call, de los Santos said the decline in margin was “the result of a deliberate choice to continue prioritizing investment in long-term engagement, growth and scale over near-term profitability.”
Eli Lilly ve 2. čtvrtletí zvýšila tržby o 48 % meziročně a zvedla celoroční výhled, zatímco investoři u Novo Nordisk dál řeší slabší výhled a pipeline.
The diverging paths of two GLP-1 drugmakers were on full display this week.
Both Eli Lilly and Novo Nordisk beat second-quarter estimates and raised their full-year outlooks. But while investors cheered Lilly's results, sending shares higher on Wednesday, they punished Novo a day earlier – underscoring a growing divide in Wall Street's confidence in the two obesity drug leaders.
As Lilly continues to exceed expectations and widen its edge in the obesity drug space, Novo is still racing to win back market share, restore investor confidence in its pipeline and chart a clear path toward long-term growth.
"While Novo raised guidance (as expected), the pipeline and path to sustainable growth remain less clear," BMO Capital Markets analyst Evan Seigerman said in a research note on Wednesday.
Eli Lilly's stock has comfortably outperformed Novo Nordisk's U.S.-traded shares this year.
At stake is a global market that some analysts expect to be worth more than $100 billion by the 2030s. In the U.S., Lilly held a 60.9% share of the obesity and diabetes drug market in the second quarter, compared with Novo's 38.8%, according to Lilly's earnings presentation Wednesday.
Lilly reported another quarter of blistering growth, with resilient demand for its blockbuster diabetes treatment Mounjaro and obesity drug Zepbound pushing revenue up 48% from a year ago. The company also hiked its full-year revenue guidance, reinforcing investor confidence that its treatments can sustain their sales momentum despite lower prices in the U.S. – an issue that Novo is also facing.
"The print reinforces our view that Lilly remains best positioned to capture the majority of global incretin market growth," Bernstein analyst Courtney Breen said in a note on Wednesday, referring to the obesity and diabetes drug space.
Novo also topped Wall Street's expectations and lifted its full-year outlook Tuesday, citing "increased expectations" for GLP-1 product sales.
Analysts said Novo benefited from rebate adjustments and other temporary factors during the quarter. Sales of the company's diabetes drug Ozempic and overall obesity portfolio exceeded analyst estimates for the quarter, according to StreetAccount.
But investors appeared less focused on what Novo delivered this quarter and more on concerns about what comes next.
"All in all this leaves many questions open for 2027," said Jefferies analyst Michael Leuchten in a research note on Tuesday.
Revenue of Novo's closely watched Wegovy pill came in slightly below analyst expectations. That disappointed some investors and raised questions about whether it can become a big enough growth driver for the company.
"Wegovy Pill launch has shown promise, but 2Q results in the US highlight that more needs to be done to satisfy investors and truly beat expectations," Seigerman said.
He acknowledged that part of the miss was due to the company reducing inventory of the pill, but said "a massive beat would have sated many" investors. The pill's miss and share reaction "highlight a broader need for further pipeline diversification," Seigerman added.
Despite that, Novo said the pill has reached more than 5 million patients since its U.S. launch in January, and the industry still bills it as one of the most successful drug launches in history. The drug has also shown higher efficacy than a rival obesity pill from Lilly, which launched a few months later than Novo's treatment. That early entry to the market gave the Danish drugmaker an edge in the oral drug space.
watch now
Novo CEO Mike Doustdar also defended the pill's strategy and launch following the company's results. Regional expansions of the drug in the United Arab Emirates and the UK, among others, this year could offer momentum, he said.
"We would not be able to ... show a positive growth on the top and the bottom if items like the pill were not doing well and were not profitable," Doustdar told CNBC's Carolin Roth on Wednesday.
The company also gave more good news for its global prospects on Wednesday, when it said the Wegovy pill would launch in Germany in September, the product's first entry into a European Union country.
Still, Novo's updated outlook implies the company could post a sales decline this year, a contrast to Lilly's expectation of ballooning revenue.
Novo on Tuesday also reported mixed trial results on a key experimental obesity drug, CagriSema, reigniting investor questions about whether the company's drug pipeline can generate long-term growth. CagriSema couldn't deliver as much blood sugar control as Zepbound in a large trial – the second time this year the new drug has failed to match Lilly's blockbuster weight loss treatment.
That comes just days after Novo said a late-stage heart drug failed to reduce major cardiovascular events compared to placebo in a trial. Analysts viewed that experimental medicine, ziltivekimab, as a key opportunity for Novo to expand its cardiovascular portfolio and reduce reliance on its obesity and diabetes medicines.
"As pricing in the obesity market faces continuous headwinds, a clear strategy underpinned by franchise diversity is critical" for the company, Seigerman said.
For investors, the contrast is increasingly clear: Lilly is being viewed as the market's momentum story, while Novo remains in a show-me phase as Wall Street waits for evidence that its turnaround efforts are taking hold.
"Overall nothing to inspire," Citi research analysts said in a note on Tuesday about Novo.
Cronos Group vykázala za 2. čtvrtletí zisk na akcii 0,03 USD a tržby 53,01 mil. USD, obojí nad odhady. Zisk byl také oproti loňské ztrátě 0,10 USD na akcii.
Cronos Group (CRON - Free Report) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +200.00%. A quarter ago, it was expected that this cannabis company would post earnings of $0.01 per share when it actually produced earnings of $0.01, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Cronos, which belongs to the Zacks Medical - Drugs industry, posted revenues of $53.01 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 24.11%. This compares to year-ago revenues of $33.46 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.
Cronos shares have added about 3.4% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Cronos?While Cronos 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 Cronos 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 $0.01 on $55.37 million in revenues for the coming quarter and $0.07 on $203.6 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, Medical - Drugs 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, ARS Pharmaceuticals, Inc. (SPRY - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.
This company is expected to post quarterly loss of $0.55 per share in its upcoming report, which represents a year-over-year change of -19.6%. The consensus EPS estimate for the quarter has been revised 4.7% lower over the last 30 days to the current level.
ARS Pharmaceuticals, Inc.'s revenues are expected to be $31.89 million, up 102.9% from the year-ago quarter.
Rockwell Automation ve 3. fiskálním čtvrtletí překonal odhady ziskem 3,49 USD na akcii a tržbami 2,31 mld. USD. Zároveň zvýšil celoroční výhled pro fiskální rok 2026 na růst tržeb 7,5–9,5 % a upravený EPS 13,00–13,30 USD na akcii.
Key Takeaways Rockwell Automation beat Q3 estimates with $3.49 adjusted EPS and $2.31 billion in revenues.ROK raised fiscal 2026 sales growth to 7.5-9.5% and adjusted EPS guidance to $13.00-$13.30 per share.Rockwell Automation sees growth beyond data centers as automotive, life sciences and warehouse demand improve. Rockwell Automation, Inc. (ROK - Free Report) used its third-quarter fiscal 2026 call to emphasize that growth is spreading beyond data centers and semiconductor projects. Automotive and life sciences improved, while modernization spending remained resilient despite cautious large-project approvals.
ROK’s third-quarter fiscal 2026 adjusted earnings of $3.49 per share beat the Zacks Consensus Estimate of $3.39. Revenues of $2.31 billion also topped the Zacks Consensus Estimate of $2.25 billion by 2.50%.
ROK Raises Its Full-Year OutlookChairman and CEO Blake Moret said customer investment is broadening across more end markets. Rockwell raised its fiscal 2026 reported and organic sales growth outlook to 7.5-9.5%.
CFO Christian Rothe said the midpoint increased 150 basis points from the prior view. Adjusted earnings guidance rose to $13.00-$13.30 per share, with the $13.15 midpoint up 35 cents.
For the fourth quarter, management expects reported sales to rise by low single digits sequentially and enterprise operating margin to remain roughly flat. Seasonal growth in solutions and configure-to-order products will create a less favorable mix.
Rockwell Sees Growth Beyond Data CentersMoret said semiconductor, data center, and e-commerce and warehouse automation remained the strongest markets. E-commerce and warehouse automation sales rose 30%, while automotive increased by low double digits.
Life sciences sales grew 10%, supported by activity at machine builders and end users. Food and beverage advanced by mid-single digits even without a recovery in major capital projects.
During the Q&A, Moret said organic growth would still have been 8% excluding all data center-related business. He also highlighted competitive wins in automotive architecture, drug-substance manufacturing and data center controls.
ROK Balances Pricing With InflationRothe said price contributed about 1% to third-quarter organic growth. For fiscal 2026, Rockwell still expects roughly 250 basis points of price realization, including 100 basis points tied to tariffs and 150 basis points from underlying price.
Tariff-related pricing is intended to offset tariff costs rather than expand earnings. An inflation-based price increase implemented late in the third quarter should benefit the fourth quarter.
A Bank of America analyst pressed management on persistent cost pressure. Rothe said inflation remains a double-digit-million-dollar headwind in the second half and has increased since the prior quarter, with memory and other data center-related components contributing to the pressure.
Rockwell's Mix Supports Margin ExpansionEnterprise operating margin reached 22.3%, up 280 basis points year over year. Gross margin expanded 70 basis points to 49.5%, while SG&A increased by less than 1%.
Software & Control-led segment performance with 18% organic sales growth and a 34.8% operating margin. Intelligent Devices organic sales increased 10%, while its margin reached 20.0%.
Organic ARR grew 6%, below expectations, as high-single-digit software growth was offset by slower recurring services. Lifecycle Services organic sales fell 2%, book-to-bill was 0.97 and segment margin reached 15.1%.
ROK Q&A Tests Services and CapExA Bank of America analyst asked why services had not accelerated with overall growth. Moret cited cautious capital deployment, elevated approval thresholds, regional funding limits and customer efforts to secure project economics amid tariff and inflation volatility.
A Morgan Stanley analyst asked whether short-cycle strength could persist into fiscal 2027. Moret pointed to broader growth, continued data center investment, renewed automotive and life sciences projects, new products and automation demand driven by labor constraints.
Goldman Sachs challenged the implied fourth-quarter Software & Control margin. Rothe clarified that management expects about 33%, not a decline into the high 20s, with inflation offsetting flat sequential sales.
Rockwell Keeps Execution at the CenterManagement's closing posture combined stronger demand with continued cost discipline. Moret emphasized new product adoption, market-share gains and productivity as the foundation for growth through a volatile pricing and geopolitical environment.
Rockwell also plans higher capital spending in fiscal 2027, while keeping it near 4% of sales. Rothe said investments in the New Berlin, Wisconsin, greenfield project will accelerate while returns on invested capital remain a priority.
ROK's Zacks Signals Remain BalancedROK carries a Zacks Rank #3 (Hold) at present. Its Growth Score of B, Momentum Score of A and VGM Score of B point to favorable growth and momentum characteristics, while the Value Score of D reflects a weaker value profile. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores are designed to complement the Zacks Rank, with A and B grades stronger than lower grades. The current mix is balanced rather than uniformly favorable, and the Zacks Rank can change as earnings estimates are revised after the reported results.
CVS zvýšila výhled upraveného EPS na 7,9–8,1 USD díky oživení Aetny. Zároveň varuje, že tlak 340B a slabší retence Caremarku zatíží výsledky v roce 2027.
Key Takeaways CVS raised 2026 adjusted EPS guidance to $7.9-$8.1 as Aetna's recovery lifted expectations.Caremark retention is below historical levels, with 340B pressure expected to weigh on 2027 results.AI delivered over $1 billion in savings and redirected 1 million pharmacist hours to patient care. CVS Health Corporation (CVS - Free Report) used its Q2 2026 earnings call to pair stronger 2026 expectations with an early warning about pharmacy-services pressure next year. Management emphasized Aetna’s recovery and retail execution.
Adjusted EPS of $2.58 topped the Zacks Consensus Estimate of $1.87, while revenues of $106.1 billion exceeded the $100.18 billion consensus estimate.
CVS Raises 2026 Outlook on Aetna RecoveryChairman and chief executive officer David Joyner said every operating segment grew earnings and exceeded internal expectations. CVS raised adjusted earnings guidance to $7.9-$8.1.
Chief financial officer Brian Newman increased the revenue outlook to at least $414 billion and operating cash flow guidance to at least $11.5 billion. Enterprise adjusted operating income is now projected at $16.58-$16.92 billion.
Health Care Benefits drove the revision. Its adjusted operating income outlook rose by more than $1 billion to $5.03-$5.37 billion, while the full-year medical benefit ratio is expected at 89.75%, plus or minus 25 basis points.
CVS Health Flags 2027 PBM PressureNewman pulled forward preliminary 2027 commentary, calling adjusted earnings of at least $8.44 reasonable. That represents about 13% growth from a $7.46 baseline and assumes only dilution-offsetting repurchases.
A Leerink analyst pressed management on 340B and Caremark’s selling season. Executive vice president and group president Prem Shah said retention is tracking below historical levels but closer to industry norms, while customer market exits will also reduce membership.
A Barclays analyst asked what was driving 340B pressure. Shah cited manufacturer restrictions on covered entities and large specialty drugs becoming generic. Broader Caremark performance offset the pressure in the quarter, but management expects a headwind in 2027.
CVS Defends Medicare and Retail DurabilityHealth Care Benefits produced $2.426 billion of adjusted operating income and an 87.4% medical benefit ratio. About $500 million, or 140 basis points, came from risk-adjustment changes and favorable prior-year development, though Newman said core performance still exceeded expectations.
A JPMorgan analyst asked about 2027 Medicare bids. Aetna president Steven Nelson cited lower-than-expected membership contraction, strong star scores and disciplined medical-cost management. Group Medicare Advantage has renewed about 75% of its book.
A Wolfe Research analyst questioned retail durability as Rite Aid-related prescription gains normalize. Shah said CVS CostVantage is helping move the business toward a more consistent margin profile, while improved service should support above-market prescription growth across 9,000 stores.
CVS Health Expands GLP-1 Access StrategyJoyner framed GLP-1s as an enterprise opportunity spanning funded benefits through Aetna and Caremark and cash-pay access through CVS Pharmacy and MinuteClinic.
Shah acknowledged CVS was slightly slow entering the direct-to-patient market but said the company has repositioned the offering. MinuteClinic weight-management visits are moving from $49 to $29, while cash-pay therapy access starts at $149 for eligible patients.
Shah said the strategy contributed to Pharmacy and Consumer Wellness strength and should support the second half. Management also highlighted expanded formularies, Medicare Bridge and patient support from nearly 30,000 pharmacists.
CVS Puts AI Behind Savings and GrowthA Morgan Stanley analyst asked about technology spending and returns. Joyner said CVS is moving toward a consumer-based health care technology model while keeping human interaction and privacy central to deployment.
Nelson said Aetna’s claims platform cuts processing time by more than 20%. AI reduced advocate case preparation from 90 minutes to two minutes, while 83% of prior authorizations are approved in real time and more than 95% within 24 hours.
Shah said conversational AI removed hundreds of millions of pharmacy calls and redirected 1 million pharmacist hours toward patient care. Newman said technology and AI contributed to more than $1 billion of operating-expense savings.
CVS Health Maintains a Disciplined PostureManagement’s tone was confident on 2026 and candid about 2027 trade-offs. Executives emphasized pricing, contracting discipline and measured capital deployment rather than pursuing membership without adequate returns.
The stated path combines Aetna margin recovery, retail execution, specialty pharmacy growth and technology investment while preparing for 340B pressure and Caremark membership declines.
Zacks Signals Favor Value and MomentumCVS carries a Zacks Rank #2 (Buy), with a Value Score of A, Momentum Score of A, Growth Score of B and a VGM Score of A. Zacks methodology views Rank #1 (Strong Buy) and 2 stocks with an A or B Style Score as having a more favorable near-term performance profile.
You can see the complete list of today’s Zacks #1 Rank stocks here.
The A VGM Score reflects strength across the combined style factors. The Zacks Rank can change as earnings estimates are revised following the reported results.
For the quarter ended June 2026, PENN Entertainment (PENN - Free Report) reported revenue of $1.86 billion, up 5.2% over the same period last year. EPS came in at $0.44, compared to $0.10 in the year-ago quarter.
The reported revenue represents a surprise of +0.06% over the Zacks Consensus Estimate of $1.86 billion. With the consensus EPS estimate being $0.35, the EPS surprise was +25.71%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how PENN Entertainment performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Northeast segment: $731.6 million versus $724.73 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.8% change.Revenues- South segment: $301.9 million versus $300.52 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.1% change.Revenues- Interactive segment: $349.4 million versus the three-analyst average estimate of $380.18 million. The reported number represents a year-over-year change of +10.5%.Revenues- Midwest segment: $320.6 million compared to the $315.77 million average estimate based on three analysts. The reported number represents a change of +8% year over year.Revenues- West segment: $151.5 million compared to the $147.66 million average estimate based on three analysts. The reported number represents a change of +10% year over year.View all Key Company Metrics for PENN Entertainment here>>>
Shares of PENN Entertainment have returned -2.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
Playtika ve 2. čtvrtletí zvýšila výnosy na 731,1 mil. USD, meziročně o 5 %, a EPS činil 0,15 USD. Výnosy zároveň překonaly odhad analytiků z Wall Street o 2,48 %.
For the quarter ended June 2026, Playtika Holding (PLTK - Free Report) reported revenue of $731.1 million, up 5% over the same period last year. EPS came in at $0.15, compared to $0.02 in the year-ago quarter.
The reported revenue represents a surprise of +2.48% over the Zacks Consensus Estimate of $713.43 million. With the consensus EPS estimate being $0.15, the company has not delivered EPS surprise.
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 Playtika performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Average DPUs: 367 million versus the two-analyst average estimate of 372.59 million.Average Daily Payer Conversion: 4.6% versus 4.3% estimated by two analysts on average.Average MAUs: 24.8 million versus 28.84 million estimated by two analysts on average.Average DAUs: 8 million versus 8.65 million estimated by two analysts on average.ARPDAU: $1.01 compared to the $0.89 average estimate based on two analysts.View all Key Company Metrics for Playtika here>>>
Shares of Playtika have returned +7.2% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Warner Bros. Discovery zveřejnila výsledky za 2. čtvrtletí 2026 a uvedla, že prezentace zahrnuje i informace o navrhované transakci mezi Warner Bros. Discovery a Paramount Skydance.
Warner Bros. Discovery, Inc. (WBD) Q2 2026 Earnings Call August 6, 2026 8:00 AM EDT
Company Participants
Peter Lee - Senior Vice President of Investor Relations
David Zaslav - President, CEO & Director
Jean-Briac Perrette - President and CEO of Global Streaming & Games
Gunnar Wiedenfels - Senior EVP & CFO
Conference Call Participants
Steven Cahall - Wells Fargo Securities, LLC, Research Division
Richard Greenfield - LightShed Partners, LLC
Sean Diffley - Morgan Stanley, Research Division
Jessica Reif Cohen - BofA Securities, Research Division
Presentation
Operator
Ladies and gentlemen, welcome to the Warner Bros. Discovery Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Additionally, please be advised that today's conference call is being recorded. I would like to hand the conference over to Mr. Peter Lee, Senior Vice President, Investor Relations. You may begin.
Peter Lee
Senior Vice President of Investor Relations
Good morning, and thank you for joining us for our Q2 2026 earnings call. Joining me today from Warner Bros. Discovery's management is David Zaslav, President and Chief Executive Officer; Gunnar Wiedenfels, our Chief Financial Officer; and JB Perrette, CEO and President, Global Streaming and Games. This morning, we issued our earnings release, shareholder letter and trending schedule, and these materials can be found on our website at ir.wbd.com.
Today's presentation will include forward-looking statements that we make pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, statements about the benefits of the proposed transaction between Warner Bros. Discovery and Paramount Skydance, future financial and operating results, the combined company's plans, objectives, expectations and intentions and other statements that are not historical facts.
Such statements are based upon the current beliefs and expectations of WBD's management and are subject to significant risks and uncertainties outside of our control that could cause
Geo Group (GEO - Free Report) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +32.14%. A quarter ago, it was expected that this private prison operator would post earnings of $0.19 per share when it actually produced earnings of $0.29, delivering a surprise of +52.63%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Geo Group, which belongs to the Zacks Government Services industry, posted revenues of $732.07 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.58%. This compares to year-ago revenues of $636.17 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.
Geo Group shares have added about 94.9% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Geo Group?While Geo Group 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 Geo Group 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 $0.30 on $767.73 million in revenues for the coming quarter and $1.20 on $2.99 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, Government Services is currently in the top 21% 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.
Banzai International, Inc. (BNZI - Free Report) , another stock in the broader Zacks Business Services sector, has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $2.92 per share in its upcoming report, which represents a year-over-year change of +95.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Banzai International, Inc.'s revenues are expected to be $2.8 million, down 14.1% from the year-ago quarter.
Ocugen (OCGN - Free Report) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -40.00%. A quarter ago, it was expected that this biotech knee implant developer would post a loss of $0.05 per share when it actually produced a loss of $0.06, delivering a surprise of -20%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
Ocugen, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $1.49 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.29%. This compares to year-ago revenues of $1.37 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.
Ocugen shares have lost about 5.2% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Ocugen?While Ocugen 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 Ocugen 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 -$0.05 on $1.3 million in revenues for the coming quarter and -$0.22 on $4.14 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, Medical - Biomedical and Genetics 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.
One other stock from the same industry, CAMP4 Therapeutics Corporation (CAMP - Free Report) , is yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.24 per share in its upcoming report, which represents a year-over-year change of +61.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
CAMP4 Therapeutics Corporation's revenues are expected to be $1.35 million, down 10% from the year-ago quarter.
Devon Energy (DVN - Free Report) reported $7.42 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 73.1%. EPS of $1.57 for the same period compares to $0.84 a year ago.
The reported revenue represents a surprise of +17.76% over the Zacks Consensus Estimate of $6.3 billion. With the consensus EPS estimate being $1.30, the EPS surprise was +20.77%.
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 Devon Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Production - Oil - Total: 503 millions of barrels of oil versus 495.17 millions of barrels of oil estimated by seven analysts on average.Production - Gas - Total: 3252 millions of cubic feet compared to the 2928.31 millions of cubic feet average estimate based on seven analysts.Production - Total oil equivalent per day: 1359 millions of barrels of oil equivalent per day compared to the 1335.6 millions of barrels of oil equivalent per day average estimate based on seven analysts.Production - Natural gas liquids - Total: 314 millions of barrels of oil versus 308.4 millions of barrels of oil estimated by six analysts on average.Realized Prices - Oil (Realized price, including cash settlements): $88.09 versus the four-analyst average estimate of $86.14.Realized Prices - Gas (Realized price, including cash settlements): $1.05 versus the four-analyst average estimate of $0.98.Revenues- Marketing and midstream revenues: $1.9 billion compared to the $1.91 billion average estimate based on four analysts. The reported number represents a change of +41.8% year over year.Revenues- Gas: $104 million versus $250.33 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -41.6% change.Revenues- Oil: $4.35 billion versus the three-analyst average estimate of $3.89 billion. The reported number represents a year-over-year change of +100.3%.Revenues- NGL: $648 million versus the three-analyst average estimate of $579.77 million. The reported number represents a year-over-year change of +81%.Revenues- Oil, gas and NGL derivatives: $414 million versus $-292.48 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +75.4% change.Revenues- Oil, gas and NGL sales: $5.11 billion versus $4.66 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +88.4% change.View all Key Company Metrics for Devon Energy here>>>
Shares of Devon Energy have returned -2.8% 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.
Devon Energy zpřesnila celoroční produkční výhled na 495 000 až 505 000 barelů denně a cílí na nejméně 1 miliardu USD ročních předzdaněných synergií z fúze do konce roku 2027.
Key Takeaways Devon Energy tightened 2026 oil guidance while keeping output near 1.4 million Boe per day.Devon targets at least $1 billion in annual pre-tax merger synergies by year-end 2027.Devon's portfolio review weighs asset value, market value and strategic fit, with an update due this fall. Devon Energy Corporation (DVN - Free Report) emphasized merger integration, tighter execution and a portfolio review on its second-quarter 2026 earnings call. Management addressed post-merger strategic concerns.
The message was disciplined urgency: deliver synergies, clarify the asset base and raise shareholder returns without disrupting operations.
DVN Tightens the 2026 Production RangeAdjusted earnings of $1.57 per share topped the Zacks Consensus Estimate of $1.30. Revenues of $7.42 billion exceeded the $6.30 billion consensus mark.
Executive vice president and CFO Shannon Young said full-year oil guidance was tightened to 495,000-505,000 barrels per day. Total production remains roughly 1.4 million Boe per day, with capital spending of $4.8-$5 billion.
Young expects third-quarter oil production of 550,000-560,000 barrels per day, total volumes of 1.66-1.69 million Boe per day and capital of $1.4-$1.5 billion. Fourth-quarter oil should be similar or higher as spending declines.
Devon Raises Confidence in Merger SynergiesPresident, CEO and director Clay Gaspar said Devon remains on track for at least $1 billion of annual pre-tax run-rate synergies by year-end 2027, with about $600 million expected during 2027. More than 350 initiatives cover capital, margins and corporate costs.
Executive vice president of Operations Blake Sirgo said Delaware well costs near $800 per foot reflect a nine- to 12-month lag. Supply-chain changes, simul-frac use, longer laterals and AI benchmarking are not fully embedded.
A Raymond James analyst pressed management on upside. Gaspar said gross opportunity is well above $1 billion, but Devon will hold the target until savings flow through reported financials.
DVN Defends the Federal Lease AcquisitionCEO Clay Gaspar defended the $2.6 billion New Mexico federal lease purchase, adding about 400 Delaware Basin locations. He said the 12.5% royalty burden creates roughly $2.5 million of value per location, reducing effective cost from $6.5 million to about $4 million.
A Goldman Sachs analyst asked about development timing. Gaspar acknowledged Devon's communication fell short, then described the locations as top-quartile to top-decile opportunities.
Gaspar said permitting is underway and the acreage will contribute to the 2027 program. Adjacency to Devon's footprint, longer-lateral potential and infrastructure support the development case.
Devon Keeps Portfolio Decisions CloseGaspar said the portfolio review evaluates each asset through three lenses: value to Devon, market value and strategic fit with a Permian-centered business. Management expects an update this fall and has framed the process in months, not years.
A Wolfe Research analyst asked about asset-sale proceeds. CFO Young said net proceeds could affect the $9 billion year-end 2027 debt target, while buybacks, temporary dividend additions or accelerated repurchases remain options.
A Truist analyst challenged management on post-merger stock underperformance. Gaspar acknowledged investors want clearer direction but said Devon will not rush decisions or discuss rumors before completing its value-focused review.
DVN Scales AI and Recovery TechnologyExecutive vice president and chief technology officer Robert Lowe said closed-loop AI autonomously optimizes 1,000 wells. Devon has more than 2,000 additional Permian wells available for deployment and is extending the system to legacy Coterra assets.
John Raines, executive vice president of exploration and production for the Permian, said 90% of completion-phase surfactant trials produced material uplift, while results showed more than 15% uplift at 180 days. Devon plans more than 50 tests and targets 20 production-phase jobs monthly.
CEO Gaspar positioned technology as the link across operating gains and merger savings. He linked it to better recovery, lower drilling and completion costs and a path toward reducing the corporate decline rate.
Devon Stays Focused on Speed and DisciplineGaspar's closing posture centered on rapid synergy delivery, portfolio action, a capital-efficient 2027 plan and increased share repurchases after completing the 2026 debt-reduction goal.
Gaspar emphasized transparency on savings while withholding asset-specific signals. Initial 2027 views are scheduled for November, providing an outline of the combined company's capital plan.
DVN's Zacks Rank and Style ScoresDVN carries a Zacks Rank #3 (Hold). Its Value Score of A and Growth Score of B are favorable, while the Momentum Score of F is unfavorable. The VGM Score of B is favorable overall. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks Style Scores complement the Rank, with the strongest combinations pairing a Zacks Rank #1 or #2 (Buy) with A or B scores. A Zacks Rank #3 can support holding, and the Rank can change as estimates are revised after the results.
Hecla ukončila 2. čtvrtletí s hotovostí 483 mil. USD a volným peněžním tokem 136 mil. USD, ale vyšší produkce z projektu Keno Hill se posouvá až na konec roku 2029.
Key Takeaways Hecla ended Q2 with $483M in cash, about $472M in net cash and $136M in free cash flow. Greens Creek's pyrite circuit could add up to 1.2M silver and 15,000 gold ounces annually.Keno Hill stays at a lower rate, with key permits expected by mid-2029 before production ramps. Hecla Mining Company (HL - Free Report) used its second-quarter 2026 earnings call to emphasize a stronger balance sheet and organic growth pipeline, even as the timeline for materially higher Keno Hill production moved further out.
The central message was that current cash generation supports selective investment, while permitting and infrastructure remain the main constraints on Hecla’s medium-term silver target.
HL Puts Its Balance Sheet to WorkRobert Krcmarov, president and CEO, said Hecla ended the quarter with the strongest balance sheet in its history. It held $483 million in cash, had no long-term debt outside capital leases and retained an essentially undrawn $225 million revolver.
Krcmarov attributed the sequential revenue decline to lower metal prices and shipment timing, not weaker production. Concentrate produced mainly at Greens Creek but unsold at quarter-end shipped in early August for recognition in the third quarter.
Russell Lawlar, senior vice president and CFO, said continuing operations generated $136 million of free cash flow. Hecla also moved from nearly $270 million of net debt a year earlier to about $472 million of net cash.
Hecla Advances Low-Capital GrowthBrian Erickson, vice president of operations, outlined a Greens Creek pyrite concentrate circuit that could add 1.0 million to 1.2 million silver ounces and 10,000 to 15,000 gold ounces annually after ramp-up.
Erickson estimated capital spending of $40 million to $60 million and annual operating costs of $10 million to $15 million. First production is targeted between the fourth quarter of 2027 and the first half of 2028.
He also highlighted dry-stack tailings containing an estimated 51 million silver ounces and 600,000 gold ounces. Phase 3 metallurgical testing was scheduled for completion in August 2026.
HL Resets the Keno Hill TimelineCarlos Aguiar, senior vice president and COO, said Hecla is holding Keno Hill at a lower rate while prioritizing permits and infrastructure. The mine still produced positive free cash flow for a fifth consecutive quarter.
Krcmarov said only one of five commercial-production criteria, silver recovery, had been met. Hecla expects critical permits by mid-2029 and a ramp toward higher production around the end of 2029.
A CIBC analyst asked whether revised 2026 guidance of 2.2 million to 2.6 million ounces represented a sustainable rate. Aguiar said third-quarter grade and throughput should resemble the second quarter, with some improvement possible later.
Hecla Tightens the Operating OutlookAguiar raised Greens Creek’s 2026 silver guidance to 8.0 million to 8.3 million ounces and improved its cash-cost and all-in sustaining cost outlook, supported by strong byproduct economics.
At Lucky Friday, Aguiar said record production of 1.5 million silver ounces reflected a planned high-grade zone. He and Krcmarov cautioned that those grades are not expected to persist through 2026.
Lawlar said stronger gold and zinc byproduct contributions and better cost control supported the cost outlook. He expects capital spending to rise in the second half as construction and equipment deliveries increase.
HL Q&A Clarifies Project RisksAn H.C. Wainwright analyst asked about longer-term capital needs. Krcmarov said no major near-term expansion was planned, though Lawlar noted ongoing tailings work and Keno Hill infrastructure spending.
A CIBC analyst questioned the pyrite circuit’s concentrate payability. Lawlar said investors should apply a payability factor because engineering, costs and commercial terms were still being finalized.
A National Bank analyst asked whether Midas could restart within two or three years. Matthew Blattman, vice president of technical services, initially called that range reasonable, but Krcmarov later said the process would probably take longer.
Hecla Keeps an Organic-First PostureKrcmarov said Hecla remains more focused on upside within existing assets than on regional consolidation. He pointed to renewed exploration at Lucky Friday and the advantage of investing around infrastructure the company owns.
The call combined confidence in financial capacity with caution on execution timelines. Hecla’s priorities remain project engineering, permitting, infrastructure and exploration rather than rapid expansion.
HL’s Zacks Signals Stay MixedHL carries a Zacks Rank #3 (Hold), with a Growth Score of A, Value Score of D, Momentum Score of F and VGM Score of C. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The grades indicate strong growth characteristics but weaker value and momentum attributes.
Zacks Style Scores complement the Zacks Rank, with A and B grades generally preferred, especially alongside a Zacks Rank #1 or #2. The current Zacks Rank can change as analysts revise estimates following the reported results.
Applied Materials klesly během středečního obchodování o 2,3 % poté, co Erste Group Bank snížila doporučení z „koupit“ na „držet“. Akcie se obchodovaly až na 530,57 USD.
Applied Materials, Inc. (NASDAQ:AMAT – Get Free Report)’s stock price was down 2.3% during trading on Wednesday after Erste Group Bank downgraded the stock from a buy rating to a hold rating. The company traded as low as $530.57 and last traded at $534.24. Approximately 5,051,443 shares were traded during trading, a decline of 39% from the average daily volume of 8,260,841 shares. The stock had previously closed at $546.62.
A number of other research firms have also weighed in on AMAT. The Goldman Sachs Group reissued a “buy” rating and issued a $645.00 price objective on shares of Applied Materials in a research report on Monday. Royal Bank Of Canada lifted their target price on shares of Applied Materials from $500.00 to $520.00 and gave the stock an “outperform” rating in a research note on Friday, May 15th. HSBC reiterated a “buy” rating and issued a $683.00 price target on shares of Applied Materials in a report on Monday, July 27th. HC Wainwright set a $850.00 price objective on Applied Materials in a report on Monday, June 29th. Finally, Stifel Nicolaus upped their target price on Applied Materials from $530.00 to $650.00 and gave the company a “buy” rating in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $603.23.
View Our Latest Stock Analysis on AMAT
Insider Activity In other news, SVP Timothy M. Deane sold 8,621 shares of Applied Materials stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $590.76, for a total transaction of $5,092,941.96. Following the sale, the senior vice president directly owned 134,631 shares of the company’s stock, valued at approximately $79,534,609.56. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Omkaram Nalamasu sold 24,263 shares of Applied Materials stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total value of $14,398,392.09. Following the sale, the senior vice president owned 146,916 shares in the company, valued at $87,184,361.88. This represents a 14.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 278,088 shares of company stock worth $169,654,805 in the last ninety days. 0.30% of the stock is currently owned by company insiders.
Applied Materials News Summary Here are the key news stories impacting Applied Materials this week:
Positive Sentiment: Applied Materials continues to benefit from strong semiconductor-equipment fundamentals. The company recently exceeded quarterly earnings and revenue expectations, with revenue rising 11.4% year over year, and issued third-quarter fiscal 2026 EPS guidance of $3.16–$3.56. A broader semiconductor rally, driven by AI optimism and strong memory demand, is also supportive for equipment suppliers. Semiconductor Rally Powers S&P 500 to Fresh Record High Positive Sentiment: Wall Street’s average recommendation remains equivalent to a Buy, indicating that analysts generally expect continued upside from Applied Materials’ exposure to semiconductor manufacturing and AI-related capital spending. Wall Street Analysts See Applied Materials as a Buy Neutral Sentiment: The semiconductor sector has rallied sharply, helping lift major indexes to records. That momentum supports AMAT’s industry backdrop, but it may also increase valuation and profit-taking risk after a strong run. Semiconductor ETFs Surge as the AI Trade Ramps Back Up Negative Sentiment: Applied Materials was reportedly among the large-cap stocks shorted by Michael Burry, who has warned of a potential 1987-style market selloff. The report is weighing on sentiment toward highly valued chip-related stocks, even though Burry’s position is an opinion rather than a change in AMAT’s business outlook. Applied Materials Faces Fresh Scrutiny After Michael Burry Short Bet Negative Sentiment: Erste Group Bank AG downgraded Applied Materials from “buy” to “hold,” adding near-term pressure to the stock and reinforcing concerns that its elevated valuation leaves less room for disappointment. Finviz Analyst Rating Information Hedge Funds Weigh In On Applied Materials Several large investors have recently modified their holdings of the stock. JFS Wealth Advisors LLC boosted its holdings in shares of Applied Materials by 4.3% in the 2nd quarter. JFS Wealth Advisors LLC now owns 409 shares of the manufacturing equipment provider’s stock valued at $296,000 after acquiring an additional 17 shares during the last quarter. Innovative Asset Advisors Group LLC boosted its stake in shares of Applied Materials by 2.1% in the second quarter. Innovative Asset Advisors Group LLC now owns 961 shares of the manufacturing equipment provider’s stock worth $695,000 after buying an additional 20 shares during the last quarter. Stonebridge Financial Group LLC raised its position in Applied Materials by 2.1% during the second quarter. Stonebridge Financial Group LLC now owns 1,003 shares of the manufacturing equipment provider’s stock valued at $725,000 after acquiring an additional 21 shares in the last quarter. Basecamp Wealth Advisors LLC raised its position in Applied Materials by 0.7% during the first quarter. Basecamp Wealth Advisors LLC now owns 3,288 shares of the manufacturing equipment provider’s stock valued at $1,124,000 after acquiring an additional 22 shares in the last quarter. Finally, Financial Management Professionals Inc. lifted its holdings in Applied Materials by 2.2% in the second quarter. Financial Management Professionals Inc. now owns 1,040 shares of the manufacturing equipment provider’s stock valued at $752,000 after acquiring an additional 22 shares during the period. Institutional investors own 80.56% of the company’s stock.
Applied Materials Price Performance The company has a debt-to-equity ratio of 0.22, a current ratio of 2.51 and a quick ratio of 1.80. The stock has a fifty day simple moving average of $556.14 and a 200-day simple moving average of $435.59. The company has a market capitalization of $424.17 billion, a price-to-earnings ratio of 50.16, a P/E/G ratio of 1.39 and a beta of 1.61.
Applied Materials (NASDAQ:AMAT – Get Free Report) last issued its quarterly earnings data on Thursday, May 14th. The manufacturing equipment provider reported $2.86 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.18. The business had revenue of $7.91 billion for the quarter, compared to analysts’ expectations of $7.68 billion. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. The business’s revenue was up 11.4% on a year-over-year basis. During the same quarter last year, the company earned $2.39 EPS. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, equities research analysts anticipate that Applied Materials, Inc. will post 12.14 EPS for the current year.
Applied Materials Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 0.4%. The ex-dividend date is Thursday, August 20th. Applied Materials’s dividend payout ratio (DPR) is currently 19.91%.
Applied Materials Company Profile (Get Free Report)
Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.
Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.
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Zoetis (ZTS - Free Report) came out with quarterly earnings of $1.87 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.76 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.63%. A quarter ago, it was expected that this animal health company would post earnings of $1.61 per share when it actually produced earnings of $1.53, delivering a surprise of -4.97%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Zoetis, which belongs to the Zacks Medical - Drugs industry, posted revenues of $2.47 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.95%. This compares to year-ago revenues of $2.46 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.
Zoetis shares have lost about 40.9% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Zoetis?While Zoetis 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 Zoetis was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $1.86 on $2.51 billion in revenues for the coming quarter and $6.89 on $9.72 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, Medical - Drugs 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.
Another stock from the same industry, Vivos Therapeutics, Inc. (VVOS - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.42 per share in its upcoming report, which represents a year-over-year change of +23.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Vivos Therapeutics, Inc.'s revenues are expected to be $5.43 million, up 42.2% from the year-ago quarter.
Synchrony spojila CareCredit se Stripe, aby zdravotnické a wellness firmy mohly nabízet financování přímo v online pokladně bez další integrace. Zpřístupní to také více než 12 milionům držitelů CareCredit.
Health and wellness providers and retailers using Stripe can soon offer CareCredit to customers directly within their existing payment platform, making it easier to offer trusted financing while expanding access for more than 12 million CareCredit cardholders.
Key Highlights:
Simplified Provider Experience: Health and wellness providers using Stripe will soon be able to activate CareCredit directly online within the payment platform they already use, with no additional integration required. Expanded Patient Access: More than 12 million CareCredit cardholders and new approved applicants will have more opportunities to use their card for health and wellness purchases through participating Stripe providers. , /PRNewswire/ -- Synchrony (NYSE: SYF), a premier consumer financial services company, today announced a new integration with Stripe, the programmable financial services company, making it easier for Synchrony and Stripe's health and wellness providers and retailers to offer CareCredit financing as part of their online checkout experience.
U.S. health and wellness providers using Stripe or new to Stripe will soon be able to offer CareCredit directly within the platform, eliminating the need for additional integrations while giving patients access to a trusted financing solution at checkout. The initial partnership includes CareCredit's standard card transactions and six-month promotional financing options.
"As more health and wellness purchases move online, providers need payment solutions that are both simple to implement and easy for patients to use," said Beto Casellas, Executive Vice President and Chief Executive Officer of Health & Wellness at Synchrony. "By integrating CareCredit directly into Stripe, we're making it easier for providers to offer trusted financing while helping more than 12 million CareCredit cardholders access the care and wellness products they need through the providers they already trust."
By embedding CareCredit into the platforms that providers already use, the partnership simplifies implementation, supports a streamlined checkout experience, and helps providers offer financing with reduced operational complexity.
For more information, please visit CareCredit.com.
About Synchrony
Synchrony (NYSE: SYF) is a leading consumer financing company that has been at the heart of American commerce and opportunity for nearly a century. Synchrony delivers credit and banking products that empower tens of millions of consumers to improve their financial lives and access what matters most. Leveraging innovative solutions that are shaping the future of retail commerce, Synchrony supports the growth and success of some of the nation's most respected brands, alongside hundreds of thousands of small and midsize businesses, including health and wellness providers. Committed to excellence in service and culture, Synchrony is honored to be ranked the #1 Best Company to Work For® in the U.S. by Fortune magazine and Great Place to Work®. For more information, visit www.synchrony.com.
For more information, visit Synchrony.com.
FAQ
What does the new Stripe integration enable?
It will enable H&W providers using Stripe to easily activate CareCredit as a payment option in their online checkout. This simplifies their payment ecosystem by adding a trusted financing choice directly through the platform they already use, with no new integration required.
How can providers begin offering CareCredit through Stripe?
Providers using Stripe can activate CareCredit directly within their Stripe Dashboard. Once enabled, their customers can use an existing CareCredit card or apply for one during the checkout process.
What benefits does the partnership provide consumers?
Consumers gain access to additional health and wellness providers where they can use their CareCredit card online, expanding financing options for eligible purchases.
How does the Stripe integration improve the merchant experience?
The integration enables Stripe health and wellness providers to activate CareCredit through the payment platform they already use, reducing implementation complexity and creating a more streamlined onboarding and on-going operational experience. Providers leveraging CareCredit via their Stripe integration will have one place to go for all their payment methods for enablement, reporting, reconciliation, chargebacks, etc.
Media Contact:
Tyler Allen
Synchrony
[email protected]
Empowered Funds LLC v 1. čtvrtletí zvýšila podíl v Qualys o 668,2 % na 27 370 akcií. Firma zároveň po silných výsledcích za 2. čtvrtletí zvýšila celoroční výhled tržeb i EPS.
Empowered Funds LLC raised its position in Qualys, Inc. (NASDAQ:QLYS – Free Report) by 668.2% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 27,370 shares of the software maker’s stock after purchasing an additional 23,807 shares during the period. Empowered Funds LLC owned 0.08% of Qualys worth $2,404,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in QLYS. NewEdge Advisors LLC boosted its position in Qualys by 3,948.0% during the first quarter. NewEdge Advisors LLC now owns 2,024 shares of the software maker’s stock worth $255,000 after acquiring an additional 1,974 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Qualys in the second quarter valued at approximately $292,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Qualys by 3,218.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 531 shares of the software maker’s stock valued at $76,000 after purchasing an additional 515 shares during the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of Qualys by 482.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 646 shares of the software maker’s stock worth $92,000 after acquiring an additional 535 shares during the last quarter. Finally, Amundi raised its holdings in shares of Qualys by 47.1% during the 2nd quarter. Amundi now owns 21,365 shares of the software maker’s stock worth $3,076,000 after acquiring an additional 6,844 shares during the period. Institutional investors and hedge funds own 99.31% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities research analysts recently issued reports on QLYS shares. Piper Sandler raised their price objective on shares of Qualys from $100.00 to $175.00 and gave the stock a “neutral” rating in a research report on Wednesday. Wedbush decreased their price objective on Qualys from $155.00 to $125.00 and set an “outperform” rating on the stock in a report on Thursday, May 7th. DA Davidson upped their price target on Qualys from $135.00 to $165.00 and gave the company a “neutral” rating in a research note on Wednesday. Northland Securities set a $208.00 price objective on Qualys in a research report on Wednesday. Finally, Canaccord Genuity Group set a $190.00 target price on shares of Qualys in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Qualys currently has an average rating of “Hold” and an average target price of $170.53.
Read Our Latest Analysis on QLYS
Key Headlines Impacting Qualys Here are the key news stories impacting Qualys this week:
Positive Sentiment: Q2 results exceeded expectations. Qualys reported adjusted earnings per share of $1.98, compared with the $1.78 analyst consensus and $1.68 a year earlier. Revenue rose 11.1% year over year to $182.18 million, surpassing the $178.57 million estimate. Qualys Q2 earnings report Positive Sentiment: Full-year guidance was raised materially. Management now expects fiscal 2026 revenue of $732 million to $738 million, up from $721 million to $727 million previously, and EPS of $7.74 to $7.88, above the $7.16 consensus. Third-quarter revenue and EPS guidance also exceeded analyst expectations. Qualys financial results announcement Positive Sentiment: Growth and profitability trends improved. Adjusted EBITDA reached $83.8 million, while current billings increased 16% and channel revenue grew 22%. Management highlighted demand for AI-related security products, Risk Operations Center adoption, federal business and partner sales as growth drivers. Positive Sentiment: Scotiabank became more bullish. The firm raised its Qualys price target from $190 to $220 and upgraded the stock to “sector outperform,” reinforcing the positive reaction to the earnings beat and higher outlook. Positive Sentiment: Qualys launched InstaScan. The new capability uses existing asset telemetry and AI-driven analysis to identify newly disclosed vulnerabilities without requiring traditional scan windows, potentially strengthening the company’s enterprise security platform. Qualys InstaScan launch Insider Activity In other news, CFO Joo Mi Kim sold 1,627 shares of the business’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $100.17, for a total transaction of $162,976.59. Following the completion of the transaction, the chief financial officer directly owned 83,211 shares of the company’s stock, valued at approximately $8,335,245.87. The trade was a 1.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Bruce K. Posey sold 2,384 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $100.18, for a total transaction of $238,829.12. Following the completion of the sale, the insider directly owned 66,301 shares in the company, valued at approximately $6,642,034.18. This trade represents a 3.47% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 76,855 shares of company stock worth $9,706,670. 0.72% of the stock is currently owned by company insiders.
Qualys Trading Up 13.8% Qualys stock opened at $183.25 on Thursday. The firm has a market capitalization of $6.45 billion, a P/E ratio of 31.70 and a beta of 0.60. Qualys, Inc. has a twelve month low of $74.51 and a twelve month high of $201.54. The stock’s fifty day simple moving average is $132.86 and its 200-day simple moving average is $111.34.
Qualys (NASDAQ:QLYS – Get Free Report) last released its earnings results on Tuesday, August 4th. The software maker reported $1.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.78 by $0.20. Qualys had a return on equity of 37.67% and a net margin of 29.38%.The firm had revenue of $182.18 million during the quarter, compared to analyst estimates of $178.57 million. During the same period last year, the business posted $1.68 earnings per share. Qualys’s revenue was up 11.1% compared to the same quarter last year. Qualys has set its FY 2026 guidance at 7.740-7.880 EPS and its Q3 2026 guidance at 1.910-1.980 EPS. Sell-side analysts predict that Qualys, Inc. will post 5.47 earnings per share for the current year.
Qualys Company Profile (Free Report)
Qualys, Inc (NASDAQ: QLYS) is a leading provider of cloud-based security and compliance solutions designed to help organizations streamline their IT security programs. Operating on a unified, modular platform, Qualys offers continuous visibility into global IT assets through a combination of lightweight cloud agents and on-premises scanner appliances. The platform supports an array of security and compliance use cases, enabling real-time detection of vulnerabilities, policy violations and misconfigurations across on-premises, cloud and hybrid environments.
The company’s flagship Qualys Cloud Platform delivers a suite of integrated applications, including vulnerability management, detection and response (VMDR), policy compliance, web application scanning, file integrity monitoring, asset inventory and container security.
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Helix Energy (HLX - Free Report) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to a loss of $0.02 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +42.86%. A quarter ago, it was expected that this offshore oil and gas services contractor would post a loss of $0.09 per share when it actually produced a loss of $0.09, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Helix Energy, which belongs to the Zacks Oil and Gas - Field Services industry, posted revenues of $304.02 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.25%. This compares to year-ago revenues of $302.29 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.
Helix Energy shares have added about 48.6% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Helix Energy?While Helix Energy 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 Helix Energy was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $0.19 on $322.16 million in revenues for the coming quarter and $0.28 on $1.18 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, Oil and Gas - Field Services is currently in the bottom 26% 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.
Natural Gas Services (NGS - Free Report) , another stock in the broader Zacks Oils-Energy sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This maker of natural gas compression equipment and industrial flare systems is expected to post quarterly earnings of $0.37 per share in its upcoming report, which represents a year-over-year change of -9.8%. The consensus EPS estimate for the quarter has been revised 12% higher over the last 30 days to the current level.
Natural Gas Services' revenues are expected to be $49.08 million, up 18.6% from the year-ago quarter.
Cheniere Energy (LNG - Free Report) came out with quarterly earnings of $3.02 per share, beating the Zacks Consensus Estimate of $2.89 per share. This compares to earnings of $7.3 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.50%. A quarter ago, it was expected that this natural gas company would post earnings of $3.91 per share when it actually produced earnings of $4.77, delivering a surprise of +21.99%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Cheniere Energy, which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $5.73 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 13.96%. This compares to year-ago revenues of $4.64 billion. 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.
Cheniere Energy shares have added about 31.1% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Cheniere Energy?While Cheniere Energy 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 Cheniere Energy 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 $3.36 on $5.37 billion in revenues for the coming quarter and -$2.60 on $21.67 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, Oil and Gas - Exploration and Production - United States is currently in the bottom 13% 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.
Another stock from the same industry, California Resources Corporation (CRC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This company is expected to post quarterly earnings of $1.31 per share in its upcoming report, which represents a year-over-year change of +19.1%. The consensus EPS estimate for the quarter has been revised 34.3% lower over the last 30 days to the current level.
California Resources Corporation's revenues are expected to be $979.33 million, up 0.1% from the year-ago quarter.
TripAdvisor (TRIP - Free Report) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.42 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 -16.67%. A quarter ago, it was expected that this travel website operator would post a loss of $0.03 per share when it actually produced a loss of $0.11, delivering a surprise of -266.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
TripAdvisor, which belongs to the Zacks Internet - Commerce industry, posted revenues of $441.9 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 13.12%. This compares to year-ago revenues of $529 million. The company has not been able to beat consensus revenue estimates 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.
TripAdvisor shares have lost about 3.9% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for TripAdvisor?While TripAdvisor 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 TripAdvisor 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 $0.83 on $566.55 million in revenues for the coming quarter and $1.40 on $1.89 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 - Commerce is currently in the bottom 37% 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.
Another stock from the broader Zacks Retail-Wholesale sector, Burlington Stores (BURL - Free Report) , has yet to report results for the quarter ended July 2026.
This discount retailer is expected to post quarterly earnings of $2.17 per share in its upcoming report, which represents a year-over-year change of +36.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Burlington Stores' revenues are expected to be $3.02 billion, up 11.8% from the year-ago quarter.
Teleflex vykázal za čtvrtletí EPS ve výši 1,76 USD, nad odhadem 1,28 USD, a tržby 570,33 milionu USD také překonaly očekávání. EPS byl meziročně nižší než 3,73 USD.
Teleflex (TFX - Free Report) came out with quarterly earnings of $1.76 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $3.73 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +37.50%. A quarter ago, it was expected that this medical equipment maker would post earnings of $1.21 per share when it actually produced earnings of $1.39, delivering a surprise of +14.88%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Teleflex, which belongs to the Zacks Medical - Instruments industry, posted revenues of $570.33 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.89%. This compares to year-ago revenues of $780.89 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.
Teleflex shares have added about 12.1% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Teleflex?While Teleflex 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 Teleflex 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 $1.82 on $581.01 million in revenues for the coming quarter and $6.70 on $2.29 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, Medical - Instruments is currently in the bottom 37% 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.
Another stock from the same industry, Stereotaxis Inc. (STXS - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of +40%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Stereotaxis Inc.'s revenues are expected to be $9.5 million, up 8% from the year-ago quarter.
Constellation prodá texaskou plynovou elektrárnu společnosti LS Power za 860 milionů USD a zvýšila celoroční výhled upraveného zisku na akcii na 11,50 až 12,50 USD.
CompaniesAug 6 (Reuters) - Power company Constellation Energy (CEG.O), opens new tab said on Thursday it will sell a gas plant in Texas to LS Power for $860 million, and also raised its current-year operating earnings forecast on the back of robust power demand.
Shares of the company were up 5% in premarket trading.
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The sale of Brazos Valley Energy Center plant to LS Power marks the last divestiture required by Constellation to complete its $16.4-billion acquisition of Calpine assets.
Constellation has been expanding beyond its nuclear-heavy fleet, with its Calpine acquisition adding a large gas-fired generation portfolio that gives it more flexibility in high-demand markets such as Texas.
"We're strengthening the nation's energy infrastructure and helping meet growing demand for reliable power," said CEO Joe Dominguez.
In a separate statement, LS Power said its deal for the Texas plant, expected to close by the end of this year, will bring its total capacity to 14,100 MW post completion and strengthen its presence in ERCOT, one of the fastest-growing power markets.
LIFTS FORECAST ON ROBUST POWER DEMANDConstellation, the largest nuclear power operator in the U.S., has been benefiting from robust power consumption in the country.
The company said on Thursday it has signed agreements to provide an additional 920 megawatts (MW) of nuclear power to a diverse set of investment-grade customers for 15 to 20 years, with supply set to begin from 2029 through 2032.
It has also filed applications with the Nuclear Regulatory Commission to extend the operating licenses of its Ginna Clean Energy Center and Nine Mile Point Unit 1 reactor in New York to 2049, a 20-year extension if approved.
The Baltimore, Maryland-based company posted operating earnings of $2.55 per share, beating the average of analysts' estimates of $2.28 per share, according to data compiled by LSEG.
The company raised its forecast for operating earnings to a range of $11.50 to $12.50 per share, from $11.00 to $12.00 per share earlier.
Reporting by Dharna Bafna in Bengaluru; Editing by Leroy Leo
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Huntsman ve 2. čtvrtletí snížil ztrátu na 3 centy na akcii a tržby vzrostly o 14 % na 1,663 miliardy USD. Firma těžila z vyšších objemů a cen ve všech třech segmentech.
Key Takeaways HUN posted higher Q2 revenue as sales volumes and pricing improved across all three segments. Huntsman benefited from stronger MDI pricing, higher volumes and cost-optimization efforts. HUN said its planned all-stock merger with Olin is progressing toward an Aug. 25 stockholder vote. Huntsman Corporation’s (HUN - Free Report) second-quarter 2026 loss (as reported) was 3 cents per share, narrower than a loss of 92 cents in the year-ago quarter.
Barring one-time items, HUN posted break-even earnings per share compared with a loss of 20 cents in the year-ago quarter. The Zacks Consensus Estimate of earnings was pegged at 6 cents per share.
Revenues were $1,663 million, up 14% year over year. The top line beat the Zacks Consensus Estimate of $1,546.1 million. HUN benefited from higher sales volumes across all three segments and pricing actions, partly offset by higher raw material costs and continued softness in construction markets.
Huntsman Corporation Price, Consensus and EPS SurpriseHUN’s Q2 Segment HighlightsPolyurethanes: Revenues from the segment increased 16% year over year to $1,079 million. The figure beat our estimate of $980.9 million. The increase was driven by higher average selling prices and sales volumes. MDI prices improved across all three regions on better supply-demand dynamics, while volumes increased in the Americas and Europe.
Performance Products: Revenues rose 5% year over year to $283 million and beat our estimate of $254.5 million. The increase primarily reflected higher sales volumes, particularly in performance amines, along with slightly higher average selling prices. Segment results also benefited from lower fixed costs under the company’s cost-optimization program.
Advanced Materials: Revenues increased 19% year over year to $313 million, surpassing our estimate of $277.9 million. The improvement was driven by higher average selling prices and sales volumes. Pricing benefited from a favorable sales mix and currency movements, while volumes grew across aerospace, power and automotive markets.
HUN’s FinancialsFree cash flow from continuing operations was a use of $90 million against a source of $55 million in the prior-year quarter. The company had around $0.9 billion in combined cash and unused borrowing capacity as of June 30, 2026. Huntsman spent $30 million on capital expenditures compared with $37 million in the prior-year quarter. Net cash used in operating activities from continuing operations was $60 million in the reported quarter.
HUN’s OutlookHuntsman expects to remain focused on additional price increases and cost-reduction initiatives to offset rising and volatile energy and crude oil-related costs, particularly in Europe. The company expects 2026 capital expenditures of approximately $170 million.
The planned all-stock merger of equals with Olin Corporation continues to progress, with the stockholder vote scheduled for Aug. 25, 2026. Management expects the combined company to benefit from vertical integration, greater scale and a stronger financial profile.
HUN’s Stock Price PerformanceShares of Huntsman have gained 9.7% in the past year compared with the Zacks Chemicals Diversified industry’s 6.4% rise.
Image Source: Zacks Investment Research
HUN’s Zacks Rank & Key PicksHUN currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Almonty Industries Inc. (ALM - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report) and Skeena Resources Limited (SKE - Free Report) .
Almonty is expected to report second-quarter results on Aug. 13. The Zacks Consensus Estimate for ALM’s second-quarter earnings is pegged at 10 cents per share. It carries a Zacks Rank #2 at present.
NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 50 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Skeena Resources is expected to report second-quarter results on Aug. 13. The Zacks Consensus Estimate for SKE’s second-quarter loss is pegged at 11 cents per share. It currently carries a Zacks Rank #2.
Marriott Vacations Worldwide (VAC - Free Report) reported $1.32 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 5.9%. EPS of $2.31 for the same period compares to $1.96 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.28 billion, representing a surprise of +3.39%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $1.98.
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 Marriott Vacations Worldwide performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Rental: $173 million compared to the $160.16 million average estimate based on six analysts. The reported number represents a change of +8.1% year over year.Revenues- Management and exchange: $225 million versus the three-analyst average estimate of $222.08 million. The reported number represents a year-over-year change of +2.7%.Revenues- Sales of vacation ownership products: $430 million compared to the $390.71 million average estimate based on three analysts. The reported number represents a change of +16.2% year over year.Revenues- Cost reimbursements: $400 million compared to the $409.68 million average estimate based on three analysts. The reported number represents a change of -1.7% year over year.Revenues- Financing: $92 million versus the three-analyst average estimate of $94.12 million. The reported number represents a year-over-year change of +2.2%.View all Key Company Metrics for Marriott Vacations Worldwide here>>>
Shares of Marriott Vacations Worldwide have returned +8.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
DXC se stala exkluzivním partnerem Primary pro spravované služby v rámci AI-native Zero Trust platformy, která má firmám a úřadům pomoci bezpečně škálovat AI. Nabídka řeší řízení přístupu AI agentů k datům, bezpečnost, identitu i compliance.
DXC becomes the exclusive managed services partner for Primary's AI-native Zero Trust Unified Control Plane, helping enterprises securely scale AI. New joint offering helps businesses and government agencies govern how AI agents and enterprise AI applications access data while strengthening security, identity, and compliance. DXC's managed security services deliver consulting, implementation, integration, governance, and ongoing operations to accelerate secure AI adoption. , /PRNewswire/ -- DXC Technology (NYSE: DXC) today announced a strategic partnership with Primary, becoming the exclusive managed services provider for Primary's AI-native Zero Trust Platform. The joint offering helps enterprises securely deploy and scale AI by governing how AI agents and enterprise AI applications access data, while strengthening security, identity, and compliance.
DXC and Primary Launch AI-Native Zero Trust Platform for Enterprise AI As organizations move from AI experimentation to production, they face a new security challenge: governing autonomous AI systems that access sensitive enterprise data. Traditional security models were built for users, devices, and networks—not AI agents operating across complex enterprise environments.
Together, DXC and Primary are addressing that gap with a platform purpose-built for AI security and governance. Delivered through DXC's global cybersecurity organization, the offering combines consulting, implementation, integration, governance, and managed security services to help customers operationalize AI with greater visibility, control, and trust.
"As enterprises move from AI pilots to production, security and governance must evolve just as quickly," said Dawn-Marie Vaughan, Cybersecurity Global Offering Lead, DXC Technology. "Trusted AI requires more than securing infrastructure; it requires governing how AI systems access data, identities, and business processes. Together with Primary, we are helping customers bring Zero Trust to enterprise AI, with the visibility, control, and operational confidence needed to move from pilot to production."
Delivered through DXC's global cybersecurity organization, the offering helps customers:
Secure AI agents and enterprise AI applications Govern AI access to enterprise data Strengthen identity and policy enforcement Reduce risk across enterprise environments Support compliance and regulatory requirements Increase visibility across users, applications, data, and AI agents "The defining security challenge of enterprise AI is not simply seeing what an AI agent is doing—it is having enough context to determine whether that action should be allowed, as well as the corresponding infrastructure to automate enforcement of that real-time decision," said Michael Marx, Primary's Co-Founder + President. "Primary transforms cross-domain telemetry into continuous, context-aware policy enforcement across the full AI workflow. With DXC's global implementation and managed security expertise, customers can establish a unified control layer that protects sensitive data, reduces operational risk, and enables AI systems to act securely within clearly defined enterprise boundaries."
Designed for organizations operating in highly regulated environments, the platform helps address growing requirements for governance, compliance, data sovereignty, and security. By embedding Zero Trust principles directly into enterprise AI environments, DXC and Primary help customers move from experimentation to enterprise-scale deployment with the resilience and control needed to innovate with confidence. To learn more, visit our website.
About DXC Technology
DXC Technology (NYSE: DXC) is a leading enterprise technology and innovation partner delivering software, services, and solutions to global enterprises and public sector organizations — helping them harness AI to drive outcomes at a time of exponential change with speed. With deep expertise in Managed Infrastructure Services, Application Modernization, and Industry-Specific Software Solutions, DXC modernizes, secures, and operates some of the world's most complex technology estates. Learn more on dxc.com.
Bloom Energy zvýšila výhled na tržby pro FY2026 na 3,9 až 4,2 miliardy USD po čtvrtém po sobě jdoucím překonání odhadů EPS. Tržby ve 2Q dosáhly 1,065 miliardy USD, meziročně +165,5 %.
Bloom Energy (NYSE:BE) has been one of 2026’s most electrifying stories, riding the AI onsite-power thesis to a 151.26% year-to-date gain. After a 19.41% pullback over the past month, the setup looks compelling again.
Our 24/7 Wall St. price target for Bloom Energy is $242.95, implying roughly 11.28% upside from $218.32. The recommendation: Buy, at 90% model confidence.
24/7 Wall St. Price Target Summary Metric Value Current Price $218.32 24/7 Wall St. Price Target $242.95 Upside 11.28% Recommendation BUY Confidence 90% From $45 to $218 in a Year: The AI Power Rerating Bloom is up 494.55% over the past year and 16.02% in the last week alone, closing at $218.32 on August 3, 2026. Shares sit 22% below the $351.28 52-week high.
The Q2 2026 report on July 28 was the fourth straight EPS beat. Revenue hit $1.065 billion, up 165.5% year over year and beating consensus by 28.82%. Non-GAAP EPS of $0.78 nearly doubled the $0.41 estimate.
Product revenue jumped 215% to $935.4M, and management raised FY2026 revenue guidance to $3.9B to $4.2B. A July 8 short-seller report on scandium sourcing triggered multiple class action filings.
The Case for $315 and Above Our bull-case model points to $314.68 over 12 months, a 44.14% gain. CEO KR Sridhar told investors “all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories.”
The $5 billion Brookfield AI infrastructure partnership and Oracle customer win provide “major milestone,” anchor multi-year revenue visibility against a $20 billion total backlog. With guidance raised twice in six months and PEG at 0.864, bulls argue the stock screens cheap on growth.
What Could Go Wrong The bear case centers on valuation and litigation risk. Bloom trades at a trailing P/E of 271 and forward P/E near 79. The scandium supply-chain lawsuits have a lead plaintiff deadline of September 28, 2026.
Our bear scenario carries the stock to $179.74, a 17.67% drop. Reported EPS fell 98.8% year over year on a headline basis, though bulls counter this reflects one-time items and heavy reinvestment. Non-GAAP EPS guidance of $2.55 to $2.85 tells the truer story.
How Bloom Compares to GE Vernova and Plug Power GE Vernova (NYSE:GEV | GEV Price Prediction) sells turbines competing directly with Bloom for hyperscaler onsite-power dollars. GEV carries a forward P/E of 35, a $263.7 billion market cap, and analyst target of $1,231. Bloom’s forward multiple of 79 looks aggressive against GEV, but Bloom’s 165.5% revenue growth dwarfs GEV’s 21.9%, keeping our target defensible.
Plug Power (NASDAQ:PLUG) is the closest fuel-cell peer. PLUG posts a -$1.39 trailing EPS, operating margin of -63.6%, and market cap of just $2.87 billion. The gulf highlights how far ahead Bloom is on profitability and scale.
Bloom Energy Price Prediction 2026-2030 The 24/7 Wall St. price target of $242.95 with a buy rating and 90% confidence reflects real edge over spot, tempered by valuation risk.
The bull thesis holds if supply-chain lawsuits stay contained and Q3 delivers another guidance raise. The setup weakens if related-party Brookfield revenue shrinks or hyperscaler capex signals soften.
Year 24/7 Wall St. Price Target 2026 $242.95 2027 $242.16 2028 $269.41 2029 $290.43 2030 $312.92 These projections assume Bloom converts its $20 billion backlog into revenue at current margins. Significant upside or downside could come from AI capex cycles, IRA tax credit changes, or litigation resolution.
IonQ uvádí, že se zákazníci stále častěji ptají na ochranu dat před budoucími kvantovými útoky. Firma proto rozšiřuje kvantovou bezpečnost, včetně nového produktu QKD.
Customer conversations, management said, increasingly open not with what quantum computing can do, but with how to protect sensitive data once quantum machines can break today’s encryption. If that trend holds, quantum security could grow into a driver as significant as IonQ’s core computing business.
Chief Operating Officer and CFO Inder Singh noticed the change in discussions with enterprise customers and government agencies.
“A year ago it was about computing. Now it’s about computing,” Singh said. “But equally, how can you protect me from the inevitable?”
Security Becomes A Recurring Theme In Customer Meetings“Quantum security now enters into the discussion,” Singh said, adding that organizations increasingly want to understand not only how quantum computing can create new capabilities, but also how it could expose them to future cybersecurity threats.
Earlier in the call, Singh also noted that “more and more customers are talking about security,” suggesting demand is expanding beyond IonQ’s traditional quantum computing offerings.
Together, those comments point to a broader shift in how the company views its opportunity. Rather than simply selling quantum computing systems, IonQ increasingly sees an opportunity to help customers prepare for the security challenges that widespread quantum computing could eventually bring.
Preparing for a Post-Quantum WorldThe concern stems from the possibility that future quantum computers could become powerful enough to break many of today’s widely used encryption methods, which protect everything from financial transactions to government communications.
Although experts continue to debate when that point might arrive, IonQ executives said many organizations are no longer treating the issue as a distant research topic. Instead, they are beginning to plan for what the industry often calls a “post-quantum” world—a future in which existing cybersecurity tools may no longer provide adequate protection.
That changing mindset, management suggested, is creating demand not only for quantum computers, but also for technologies designed to secure data before that transition occurs.
IonQ Is Expanding Its Quantum Security BusinessAs part of that strategy, CEO Niccolo De Masi highlighted the company’s newest Quantum Key Distribution, or QKD, product.
“We launched a new QKD product… making enterprise-grade quantum security practical, deployable and cheaper to operate,” De Masi said.
Quantum Key Distribution is a communication technology that uses the principles of quantum physics to create encryption keys. Because any attempt to intercept those keys changes the underlying quantum signals, the technology can help detect eavesdropping, offering an additional layer of protection for sensitive communications.
Management also said recent White House executive orders focused on quantum technologies have increased engagement around quantum-safe security. Organizations are evaluating how to protect critical infrastructure before quantum computing becomes powerful enough to threaten existing encryption.
For investors, the takeaway extends beyond IonQ’s quantum computing roadmap. The company still generates most of its business from quantum computing, but management’s comments suggest it increasingly sees quantum security as a complementary growth engine.
If customers continue shifting from asking what quantum computers can do to asking how to defend against them, cybersecurity could become one of IonQ’s most important long-term opportunities.
Image via Shutterstock
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Evergy Inc (EVRG - Free Report) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +7.32%. A quarter ago, it was expected that this electric utility would post earnings of $0.63 per share when it actually produced earnings of $0.69, delivering a surprise of +9.52%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Evergy, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $1.5 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.71%. This compares to year-ago revenues of $1.44 billion. 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.
Evergy shares have added about 14.6% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Evergy?While Evergy 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 Evergy 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 $2.17 on $1.9 billion in revenues for the coming quarter and $4.25 on $6.28 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, Utility - Electric Power is currently in the bottom 29% 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, PPL (PPL - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 7.
This energy and utility holding company is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of +9.4%. The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level.
PPL's revenues are expected to be $2.18 billion, up 7.5% from the year-ago quarter.
Acushnet ve 2. čtvrtletí vykázal zisk na akcii 2,08 USD, nad odhadem 1,61 USD, a tržby 819,95 milionu USD, také nad očekáváním. Zisk i tržby meziročně vzrostly.
Acushnet (GOLF - Free Report) came out with quarterly earnings of $2.08 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $1.25 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +29.19%. A quarter ago, it was expected that this golf products maker would post earnings of $1.38 per share when it actually produced earnings of $1.36, delivering a surprise of -1.45%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Acushnet, which belongs to the Zacks Leisure and Recreation Products industry, posted revenues of $819.95 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.20%. This compares to year-ago revenues of $720.48 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.
Acushnet shares have added about 29.2% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Acushnet?While Acushnet 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 Acushnet 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 $1.07 on $661.16 million in revenues for the coming quarter and $3.75 on $2.68 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, Leisure and Recreation Products is currently in the top 32% 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, PLBY Group, Inc. (PLBY - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This company is expected to post break-even quarterly earnings per share in its upcoming report, which represents a year-over-year change of +100%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
PLBY Group, Inc.'s revenues are expected to be $29.3 million, up 4.1% from the year-ago quarter.
Barrick Mining čeká za 2. čtvrtletí vyšší tržby díky zhruba 37% meziročnímu růstu realizované ceny zlata na 4 507 USD za unci. Výsledky má podpořit i vyšší produkce, ale náklady AISC mají stoupnout na 1 884 USD za unci.
Key Takeaways Barrick Mining is expected to benefit from higher year-over-year realized gold prices in Q2.B's production is anticipated to improve sequentially, supported by mine ramp-ups and better sequencing.Barrick Mining continues to contend with rising production costs that may weigh on quarterly performance. Barrick Mining Corporation (B - Free Report) is slated to come up with second-quarter 2026 results before the opening bell on Aug. 10.
Barrick beat the Zacks Consensus Estimate for earnings in three of the last four quarters and reported in-line results on the other occasion. In this timeframe, it delivered an earnings surprise of roughly 14.1%, on average. Higher realized gold prices and increased production are expected to have aided its second-quarter performance amid cost headwinds.
B’s shares have shot up 78% over the past year, outperforming the Zacks Mining – Gold industry’s 29.7% increase.
Image Source: Zacks Investment Research
Let’s see how things are shaping up for this announcement.
What do B’s Revenue Estimates Indicate?The Zacks Consensus Estimate for Barrick’s second-quarter consolidated sales is currently pegged at $4,487.7 million, calling for an increase of 21.9% from the year-ago quarter’s tally.
Factors Shaping B’s Q2 ResultsHigher realized gold prices are likely to have supported the company’s performance in the second quarter. While gold prices have pulled back sharply from their January 2026 highs, they remain supportive.
Heightened geopolitical tensions, a weaker U.S. dollar and tariff-related worries drove bullion to a record high of nearly $5,600 per ounce in late January. Since then, gold has pulled back sharply due to inflation concerns triggered by a surge in crude oil prices amid Middle East tensions. While gold started April near $4,800 per ounce, prices tumbled to $4,500 per ounce around the end of May.
Bullion continued to retreat in June, with prices slipping below $4,000 per ounce to a near eight-month low amid rate-hike expectations and a stronger greenback, despite reduced inflation concerns following the interim agreement between the United States and Iran.
Notwithstanding the pullback, Barrick is expected to have gained from higher year-over-year realized prices. The consensus estimate for B’s average realized gold price is pinned at $4,507 per ounce for the second quarter, indicating a roughly 37% year-over-year increase.
Higher production is expected to have aided B’s sales volumes in the second quarter. Barrick saw a 5% year-over-year and 17% sequential decline in first-quarter 2026 gold production to 719,000 ounces. However, it expects production to increase sequentially, with second-quarter gold production projected in the band of 730,000-770,000 ounces. The uptick is expected to be driven by the ramp-up across Loulo-Gounkoto and Goldrush mines, as well as mine sequencing across the NGM sites.
The consensus estimate calls for a gold production of roughly 764,000 ounces in the second quarter, indicating a roughly 6% sequential rise.
Barrick is likely to have faced headwinds from higher production costs in the second quarter. It saw an 8% sequential increase in all-in-sustaining costs (AISC) — a critical cost metric for miners — in the first quarter, reaching $1,708 per ounce.
Cost pressures are expected to have continued in the second quarter. The consensus estimate for AISC for the second quarter is pegged at $1,884, indicating a roughly 12% year-over-year and 10% sequential increase.
What Our Model Unveils for B StockOur proven model does not conclusively predict an earnings beat for Barrick this season. 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’s not the case here.
Earnings ESP: Earnings ESP for B is -0.49%. The Zacks Consensus Estimate for the second quarter is currently pegged at 81 cents. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: B currently carries a Zacks Rank #4 (Sell).
Stocks That Warrant a LookHere are some companies you may want to consider as our model shows they have the right combination of elements to post an earnings beat this quarter:
Sociedad Química y Minera de Chile S.A. (SQM - Free Report) , scheduled to release earnings on Aug. 18, has an Earnings ESP of +0.08% and carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for SQM’s earnings for the second quarter is currently pegged at $2.03.
Ferguson Enterprises Inc. (FERG - Free Report) , slated to release earnings on Aug. 10, has an Earnings ESP of +1.22% and carries a Zacks Rank #3 at present.
The consensus mark for FERG’s second-quarter earnings is currently pegged at $3.23.
Resideo Technologies, Inc. (REZI - Free Report) , scheduled to release earnings on Aug. 12, has an Earnings ESP of +6.83%.
The Zacks Consensus Estimate for REZI's earnings for the second quarter is currently pegged at 68 cents. REZI currently carries a Zacks Rank #3.
Marvell Technology je po měsíčním poklesu o 10,86 % stále od začátku roku výše o 157,6 %. KeyBanc vidí cílovou cenu 400 USD, což znamená zhruba 83% potenciál růstu.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is trading at $218.59 while Wall Street’s average analyst price target sits at $256.91, implying roughly 17.5% upside. One shop sees far more. KeyBanc’s $400 Street-high target puts the implied gain close to 83%, within striking distance of a double from here.
Marvell is a fabless data infrastructure chipmaker whose growth engine is AI silicon. Custom XPU accelerators, high-speed optical interconnects, and Ethernet switching drive the business, with data center generating 76% of revenue. That mix makes MRVL one of the cleanest custom-silicon proxies for hyperscaler AI capex, which is why the widening gap between price and the bullish targets matters.
A 10% Monthly Drop Inside a 158% Annual Rally Shares have fallen 10.86% over the past month even after a violent 25.29% snapback in the last week. Multiple catalysts hit simultaneously in mid-July: a broader semiconductor selloff, doubts about AI infrastructure spending sustainability, fears about Chinese chip competition, and questions about hyperscaler capex durability.
Valuation piled on. MRVL trades at 67x trailing earnings, leaving no room for stumbles. Insider activity added pressure when the CFO and COO sold nearly 36,000 shares combined during the window, and several institutional holders trimmed positions. Reddit sentiment swung sharply, moving from bullish scores of 62 to 70 in mid-July to a bearish 30 by July 18.
The month’s decline came against a 157.6% year-to-date gain, so this looks like a correction inside a monster rally.
Analysts Aren’t Blinking, and KeyBanc Sees a Path to $400 The KeyBanc scenario implies close to 83% upside, well above the 40% threshold. John Vinh anchors the $400 target on three pillars: custom ASIC dominance across Tier-1 cloud service providers (Amazon’s Trainium and Inferentia, Google’s TPU ecosystem), high-margin scale in PAM4 optical digital signal processors and active electrical cables for Blackwell and Vera Rubin cluster deployments, and multi-generational content gains in PCIe switches, storage controllers, and Ethernet switching silicon.
Fundamentals support the aggressive setup. Fiscal Q1 2027 revenue of $2.418 billion grew 27.6% year-over-year and beat consensus. Non-GAAP EPS of $0.80 also cleared estimates. CEO Matt Murphy called out “exceptional AI-related bookings” and significantly raised FY27 and FY28 outlook. Q2 FY27 guidance of $2.700 billion implies roughly 35% year-over-year growth, with management expecting growth to accelerate each quarter.
The broader analyst posture is constructive though more measured. Of 44 analysts tracked, 38 rate MRVL Buy, 5 Hold, and 1 Sell. Two near-term catalysts sit on the calendar: the Q2 FY27 earnings report on August 27 and an investor day on October 6. A $400 print would require flawless custom AI ramp execution and no vertical-integration pushback from hyperscalers.
How MRVL Stacks Up Against Broadcom, NVIDIA, and AMD The peer group failed to sell off with Marvell. Broadcom (NASDAQ:AVGO) rose 16.01% this month, NVIDIA (NASDAQ:NVDA) gained 8.78%, and AMD (NASDAQ:AMD) sat roughly flat, leaving MRVL as the clear outlier to the downside even after its one-week rebound.
Broadcom trades at $418.16 versus a $527.88 average target, roughly 26.2% implied upside. AI semiconductor revenue grew 143% year-over-year in Q2 FY26, and the analyst mix skews heavily Buy.
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NVIDIA trades at $211.94 versus a $302.83 target, or roughly 42.9% upside. Q1 FY27 revenue jumped 85.23% year-over-year, and ratings are overwhelmingly Buy.
AMD trades at $518.58 versus $579.11, roughly 11.7% upside. The company just reported Q2 revenue up 50.1% year-over-year with data center more than doubling. Ratings skew Buy, though the target sits closest to price after this year’s massive rally.
The largest consensus-implied upside in the peer set belongs to NVIDIA at roughly 42.9%. Once Street-high targets enter the picture, MRVL’s $400 KeyBanc scenario is the widest analyst-implied gap in the group.
The Numbers Say MRVL Is Bruised but Leading the Group MRVL currently trades at $218.59 against a $256.91 consensus target and KeyBanc’s $400 Street-high. Implied upside runs from about 17.5% to 83% depending on the target. Year-to-date, MRVL is up 157.6% versus 13.11% for the S&P 500. Over one year, MRVL is up 186.24% while the S&P 500 is up 22.21%.
Coverage runs 44 analysts deep and skews heavily positive: 38 Buy, 5 Hold, 1 Sell. Trailing P/E sits at 67, while forward P/E on management’s raised outlook falls to 46. The stock looks expensive on trailing math and more digestible on FY28 estimates if the acceleration case delivers.
My Take: The Custom Silicon Thesis The bull case for Marvell rests on custom AI accelerators becoming a durable, multi-year product line. The bull path is clean. Q2 confirms the guide, custom XPU wins convert to volume shipments, optical DSP margins scale, and FY28 numbers land near KeyBanc’s model. That trajectory clears the $256 consensus and puts the aggressive $400 case in view.
The bear case builds if hyperscalers vertically integrate faster than expected, if China trade restrictions tighten, or if Celestial AI and XConn integrations dilute focus. At 67x trailing earnings, there is no margin of safety if AI capex flattens even briefly.
The lean is constructive. Q1 showed accelerating bookings, Q2 guidance implies about 35% growth, and the peer group climbed while MRVL corrected, suggesting profit-taking on the year’s biggest winner is driving the pullback. A 25.29% one-week snapback signals sophisticated money agrees.
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Vontier Corporation (VNT - Free Report) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.54%. A quarter ago, it was expected that this company would post earnings of $0.82 per share when it actually produced earnings of $0.8, delivering a surprise of -2.44%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Vontier, which belongs to the Zacks Technology Services industry, posted revenues of $756.7 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 5.41%. This compares to year-ago revenues of $773.5 million. 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.
Vontier shares have lost about 9.6% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Vontier?While Vontier 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 Vontier 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 $0.86 on $800 million in revenues for the coming quarter and $3.39 on $3.11 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, Technology Services is currently in the bottom 38% 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.
NextNav Inc. (NN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of +46.7%. The consensus EPS estimate for the quarter has been revised 12% higher over the last 30 days to the current level.
NextNav Inc.'s revenues are expected to be $0.9 million, down 25% from the year-ago quarter.
Freshworks oznámila, že Freshservice získal status FedRAMP „In-Process“ v rámci certifikace Class C (Moderate) a míří k plnému schválení pro americké federální úřady.
SAN MATEO, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Freshworks Inc. (NASDAQ: FRSH) today announced that Freshservice, its AI-powered unified service operations platform, has achieved FedRAMP® ‘In-Process’ status for Class C (Moderate) certification, signaling significant progress toward full authorization for U.S. federal government agencies. This designation marks a key milestone in Freshworks’ plan to deliver modern service management software to federal agencies, and Freshservice is now listed on the FedRAMP Marketplace. Freshworks has engaged Coalfire, a leading provider of FedRAMP compliance assessments, to guide the authorization process.
Federal agencies face persistent pressure to modernize operations while managing growing service demand, stretched IT teams, and aging systems that were not built for today's workforce expectations or the pace of AI adoption. At the same time, agencies face increasing pressure to improve operational efficiency and deliver better employee and citizen experiences with limited budgets.
Freshservice plans to address these challenges directly, giving agencies an AI-powered unified service operations platform that automates repetitive workflows, unifies cross-functional service delivery across IT and other business functions, and deploys in weeks rather than years.
"Government agencies need access to the same modern, AI-powered service management that is transforming how leading organizations operate,” said Murali Swaminathan, Chief Technology Officer at Freshworks. “Pursuing FedRAMP authorization is a critical step toward delivering that capability at federal scale, and we believe today's In Process designation reflects real progress in that direction.”
FedRAMP authorization builds on Freshworks’ existing partnerships with government entities, and will provide the broader federal community with a formally authorized path to adopt Freshservice at greater scale and with full confidence in its security posture, once authorization occurs.
A Modern Platform Built for Government Scale
To meet the security and compliance requirements of federal environments, Freshservice's FedRAMP environment will be built on AWS GovCloud (US), reflecting Freshworks' deep, multi-year partnership with AWS and its existing investment in secure cloud architecture.
For government organizations facing workforce constraints, growing demand for digital services, and pressure to do more with less, Freshservice offers a path to meaningful modernization that does not require years of implementation or large consulting teams. This move underscores Freshworks’ long-term commitment to the public sector.
“Congratulations to the Freshworks team on achieving FedRAMP In Process designation for Freshservice,” said Karen Laughton, Executive Vice President, Coalfire. “Reaching this milestone requires exceptional focus, coordination, and commitment across the organization. We’re proud to support Freshworks on its FedRAMP journey, and this achievement demonstrates the strength of our partnership and Freshworks’ commitment to meeting the rigorous security expectations of the federal government.”
Availability
Upon achieving full FedRAMP Class C (Moderate) certification, Freshservice will be available to federal agencies, as well as state, local, and education organizations that require formal cloud security authorization for their technology procurement.
For more information on Freshservice for government, visit freshworks.com/freshservice/industries/government.
To view the Freshworks’ FedRAMP marketplace listing, please click here.
About Freshservice
Freshservice by Freshworks is an AI-powered ServiceOps platform that unifies IT Service (ITSM), Asset (ITAM), Operations (ITOM) and Enterprise Service Management (ESM) on a single platform with a shared data layer. It gives IT, HR, finance, and facilities teams full visibility across services and infrastructure without the complexity of stitched-together tools. Freshservice comes with a natively embedded AI layer called Freddy AI that helps agents resolve issues faster, automates employee service requests, and gives leaders the insights they need to make better decisions. The result is resilient, proactive service delivery that scales across the entire organization.
About Freshworks
Freshworks is the AI-powered, unified service operations platform that is fast to deploy, intuitive to use, and enables every employee to be more productive. We offer powerful governance and scale, without the operational drag of legacy platforms. Organizations like Seagate, New Balance and McLaren racing trust Freshservice to deliver quality employee service and manage efficient technology operations. For the latest updates, visit freshworks.com and follow Freshworks on LinkedIn, X, and Facebook.
Datadog na začátku obchodování klesl téměř o 18 %, i když za 2. čtvrtletí překonal odhady zisku i tržeb a zvýšil celoroční výhled. Investoři se zaměřili na zpomalení růstu tržeb ve 3. čtvrtletí.
Datadog shares DDOG dropped nearly 18% at market open on Thursday despite the cloud monitoring and analytics company reporting better-than-expected second-quarter earnings and raising its full-year financial outlook.
The sharp decline came after the stock had reached a record closing high earlier this week, with analysts pointing to profit-taking and elevated investor expectations for 2H revenue as key reasons behind the selloff.
Some market participants cited management's third-quarter guidance, which, although above Wall Street estimates, implied a notable sequential slowdown in revenue growth compared with the first half of the year, as reason behind the stock price decline.
The software company reported adjusted earnings of 65 cents per share for the second quarter, compared with 46 cents a year earlier and ahead of analysts' expectations of 58 cents, according to FactSet.
Revenue rose 36% year over year to $1.12 billion, surpassing consensus estimates of $1.08 billion.
Looking ahead, Datadog expects third-quarter adjusted earnings of between 63 cents and 65 cents per share, with revenue projected in the range of $1.135 billion to $1.145 billion.
Those figures remain above Wall Street expectations of 61 cents per share and $1.11 billion in revenue.
However, investors focused on the implied slowdown in growth after a strong first half of the year.
"Datadog just showed how expensive one quarter of deceleration can be," AInvest wrote on X.
"Q3 guidance points to roughly 29% growth. After a 94% six-month rally, the stock is down about 21% premarket. The same reset is hitting $APP (-19%), $HUBS (-23%), and $FIG (-14%). Strong results can still meet unforgiving valuations when acceleration is already priced in," the post added.
For the full fiscal year, the company raised its outlook, forecasting adjusted earnings of $2.50 to $2.54 per share and revenue between $4.45 billion and $4.47 billion.
The revised guidance is higher than its previous forecast and comfortably ahead of analysts' estimates of $2.42 per share on revenue of $4.35 billion.
Datadog has been one of the strongest-performing software stocks this year, with shares gaining more than 110% in 2026 before Thursday's decline.
The strong rally had left investors with little room for disappointment.
Evercore ISI analysts said the market reaction appeared excessive.
"The initial reaction seems a bit extreme as the company delivered solid F2Q results, and while the lack of revenue acceleration in 2H may weigh on the uber bull case, DDOG remains one of the best growth stories in software," they said.
Datadog remains closely tied to the expanding artificial intelligence market, providing monitoring and observability tools for AI chips, coding agents and cloud infrastructure.
Its customer base includes AI developers and major cloud providers such as OpenAI and Amazon Web Services.
The company also reported continued expansion among its largest customers.
Datadog ended the quarter with approximately 4,720 customers generating annual recurring revenue of more than $100,000, compared with 3,850 customers a year earlier.
Chief Executive Olivier Pomel said AI adoption continues to drive customer demand for the company's platform.
"Our customers are building and deploying with AI, and they are using the Datadog platform to observe, secure, and act on their AI-enabled solutions," Pomel said in the earnings release.
"We are innovating rapidly to help our customers manage rising complexity, and increasingly build autonomy into their operations."
SoundHound AI po výsledcích za 2. čtvrtletí vyskočila o 12 % po tržbách ve výši 61,9 mil. USD a zvýšení celoročního výhledu na 230 až 260 mil. USD. Unity Software přidala 11 %, zatímco Datadog klesl o 15 %.
Three enterprise software names are moving in opposite directions Thursday morning after earnings results. SoundHound AI (NASDAQ:SOUN) stock is up 12% to $7.23, Unity Software (NYSE:U | U Price Prediction) shares are up 11% to $39.33, and Datadog (NASDAQ:DDOG) shares are down 15% to $239.71.
The Invesco QQQ Trust (NASDAQ:QQQ) (which tracks the NASDAQ 100 index) is roughly flat, so today’s action is stock-specific. Traders are separating the winners from the losers on valuation and expectations.
SoundHound AI Rally Follows a Beat and a Raise SoundHound posted Q2 revenue of $61.9 million, beating the $52.4 million consensus estimate. Furthermore, the company’s adjusted EBITDA loss narrowed to $9.6 million.
Management raised full-year 2026 revenue guidance to $230 million to $260 million, pending the LivePerson acquisition closing before year-end. SoundHound ended the quarter with $203 million in cash and no debt.
Growth is driven by SoundHound’s OASYS agentic AI platform and enterprise wins including eight-figure multi-year Latin America contract spanning 20+ countries, seven-figure China automotive infotainment agreement, and seven-figure healthcare deal. Automotive partners Stellantis (NYSE:STLA) and Hyundai expanded live generative AI deployments.
CEO Keyvan Mohajer stated, “Our exceptional Q2 results demonstrate the momentum SoundHound is building… With our Q2 revenue now 10 times what it was when we debuted as a public company in Q2 2022, and enterprise demand for high-ROI voice and agentic AI accelerating globally, our OASYS platform and in-house model innovations position us to lead in the new era of enterprise automation.” The pending acquisition of LivePerson is expected to close before the end of 2026.
SoundHound stock had entered earnings down 36% year to date (YTD). Reddit chatter turned very bullish with a sentiment score of 82 ahead of the release.
Unity Beat and Raise Powers a Rebound Unity reported Q2 revenue of $546 million, up 24% YoY, beating $514.6 million above consensus. Adjusted EBITDA came in at $160 million at a 29% margin, up from $90 million and a 21% margin versus a year ago. Moreover, the company’s free cash flow reached $202 million.
Unity’s Q3 2026 strategic revenue guidance of $540 million to $550 million landed above the consensus estimate, with the midpoint implying 44% to 47% YoY growth. The Grow Solutions segment, home to the Unity Vector AI ad platform, grew 35% YoY to $389 million and is driving results.
CEO Matt Bromberg called it “arguably the best quarter in Unity’s history as a public company.” Unity stock had climbed 20% over the past month, and management now expects to reach GAAP profitability by Q3 2026.
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Unity also plans to retire its 2021 convertible notes in November 2026, cleaning up the balance sheet as Vector AI ramps translate into operating leverage.
Datadog Sells Off Despite Its Own Beat and Raise Meanwhile, Datadog delivered a beat and raise. Q2 revenue of $1.12 billion beat the $1.08 billion consensus estimate and grew 35.6% YoY. Also, non-GAAP EPS of $0.65 topped the $0.58 estimate, marking the fifth straight quarterly EPS beat.
Datadog’s $100,000-plus ARR customer count grew to 4,720, up from 3,850 versus a year ago. Management raised full-year 2026 revenue guidance to $4.45 billion to $4.47 billion and non-GAAP EPS to $2.50 to $2.54. Plus, Datadog’s free cash flow margin expanded to 25% from 20% from a year ago.
CEO Olivier Pomel provided a confident assessment:
Datadog delivered a strong quarter, with 36% year-over-year revenue growth, $316 million in operating cash flow, and $279 million in free cash flow. Our customers are building and deploying with AI, and they are using the Datadog platform to observe, secure, and act on their AI-enabled solutions.
The issue was expectations. Datadog stock had rallied 108% YTD and hit an intraday record above $292 the prior session. Today’s move is on track to be one of DDOG stock’s largest single-day drops on record.
What to Watch Now SoundHound holds its earnings call at 5:00 p.m. ET tonight, where the OASYS pipeline and LivePerson integration timeline could shape the next share-price move. Unity’s call was held earlier this morning at 8:30 a.m. ET, and investors can watch for whether Vector AI momentum continues translating into upside guidance and free cash flow.
For Datadog, the debate centers on multiple compression rather than business execution. The bull case rests on 35.6% growth, AI observability leadership through Bits AI and AI Guard, and expanding free cash flow margins. The bear case is a stock that ran too far, too fast into the report, with prediction sentiment turning bearish at a composite score of 36.6.
Investors can watch for whether today’s flush finds a floor before Datadog’s next major catalyst. Position sizing across all three names should reflect the volatility on display, with new exposure warranted only after the price action stabilizes.
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Esab (ESAB - Free Report) came out with quarterly earnings of $1.33 per share, missing the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.36 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -2.92%. A quarter ago, it was expected that this maker of welding and cutting equipment would post earnings of $1.32 per share when it actually produced earnings of $1.31, delivering a surprise of -0.76%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Esab, which belongs to the Zacks Metal Products - Procurement and Fabrication industry, posted revenues of $766.3 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.16%. This compares to year-ago revenues of $678.5 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.
Esab shares have lost about 17.2% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Esab?While Esab 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 Esab 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 $1.47 on $797.05 million in revenues for the coming quarter and $5.72 on $3.07 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, Metal Products - Procurement and Fabrication is currently in the bottom 28% 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.
Another stock from the broader Zacks Industrial Products sector, Unifi (UFI - Free Report) , has yet to report results for the quarter ended June 2026.
This polyester and nylon yarn maker is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of +89.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Unifi's revenues are expected to be $139.75 million, up 0.9% from the year-ago quarter.
Quaker Chemical ve 2. čtvrtletí zvýšila tržby o 10,2 % na 532,6 mil. USD a upravený zisk na akcii vzrostl o 28,1 % na 2,19 USD. Růst podpořil 7% růst objemu prodeje a nové zakázky.
Key Takeaways KWR posted y/y higher Q2 earnings, record adjusted EBITDA and revenue that topped estimates. Quaker Chemical's new business wins drove volume growth and share gains across all regions. KWR expects meaningful 2026 revenue and adjusted EBITDA growth despite market uncertainty. Quaker Chemical Corporation (KWR - Free Report) posted second-quarter 2026 net earnings of $26.8 million or $1.55 per share, up sharply from a loss of $66.6 million or $3.78 per share in the year-ago quarter.
Barring one-time items, adjusted earnings increased 28.1% year over year to $2.19 per share. It beat the Zacks Consensus Estimate of $1.68 per share.
Revenues rose 10.2% year over year to $532.6 million, driven by higher sales volumes, favorable foreign currency translation and improved selling price and product mix. Sales surpassed the consensus estimate of $511.8 million.
Sales volumes increased 7% year over year, primarily reflecting new business wins across all segments. Adjusted EBITDA advanced 12.8% to a record $85.2 million, supported by higher sales, partly offset by increased SG&A expenses.
Consolidated sales growth included a 7% contribution from volumes, a 2% favorable currency impact and a 1% benefit from selling price and product mix. Underlying end-market activity was similar to the prior-year period, while new business wins drove share gains across all regions.
Quaker Houghton Price, Consensus and EPS SurpriseSegment PerformanceAmericas revenues increased 7% year over year to $236.5 million, above the consensus estimate of $232.9 million. The improvement reflected 4% higher sales volumes, a 1% benefit from selling price and product mix and a 2% favorable currency impact. Segment operating earnings declined to $57.2 million from $59 million due to higher raw material costs and SG&A expenses.
EMEA sales rose 13% year over year to $158.4 million, topping the consensus estimate of $147 million. Sales volumes increased 7%, selling price and product mix added 4% and foreign currency translation contributed 2%. Segment operating earnings climbed to $32.7 million from $25 million on higher sales and improved margins.
Asia/Pacific revenues increased 12% year over year to $137.6 million, exceeding the consensus estimate of $130.8 million. Sales volumes advanced 10%, while pricing and currency each added 1%. Segment operating earnings rose to $36.6 million from $28.7 million, driven by stronger sales despite some margin pressure.
Balance Sheet and Cash FlowCash and cash equivalents were $155.1 million at the end of the second quarter compared with $179.8 million at the end of 2025. Total gross debt was $876.1 million, resulting in net debt of approximately $721 million.
Net cash provided by operating activities was $33.2 million for the first six months of 2026 compared with $38.5 million in the prior-year period. The decline reflected higher working-capital outflows, partly offset by improved operating performance and lower restructuring-related cash outflows.
The company invested $21 million in property, plant and equipment during the first half of 2026. In the second quarter, it repurchased approximately $24.2 million of shares and announced a new $250 million stock repurchase program.
Net leverage remained approximately 2.3x trailing 12-month adjusted EBITDA. The company also increased its quarterly dividend by roughly 4.3%.
OutlookManagement expects stable demand entering the third quarter, with end markets projected to remain flat to slightly positive through the rest of 2026. Continued share gains are expected to support volume growth despite macroeconomic and geopolitical uncertainty.
Quaker expects the gross margin percentage in the third quarter to remain near second-quarter levels as it works through raw material cost inflation, inventory movements and the timing of price recovery actions. Management said pricing and cost initiatives should allow the company to exit 2026 within its target gross margin range.
The company continues to expect meaningful revenue and adjusted EBITDA growth in 2026, supported by new business wins, disciplined cost management and the resilience of its global network.
Management remains focused on operational execution and shareholder returns while navigating raw material inflation and market volatility.
KWR’s Price PerformanceKWR shares have gained 37.1% in the past year compared with the industry's 5.6% rise.
Image Source: Zacks Investment Research
KWR’s Zacks Rank & Other Key PicksKWR currently carries a Zacks Rank #2 (Buy).
Other top-ranked stocks in the Basic Materials space include Almonty Industries Inc. (ALM - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report) and Skeena Resources Limited (SKE - Free Report) .
Almonty is expected to report second-quarter results on Aug. 13. The Zacks Consensus Estimate for ALM’s second-quarter earnings is pegged at 10 cents per share. It carries a Zacks Rank #2 at present.
NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 50 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Skeena Resources is expected to report second-quarter results on Aug. 13. The Zacks Consensus Estimate for SKE’s second-quarter loss is pegged at 11 cents per share. It currently carries a Zacks Rank #2.
For the quarter ended June 2026, ITT (ITT - Free Report) reported revenue of $1.47 billion, up 51.5% over the same period last year. EPS came in at $2.08, compared to $1.64 in the year-ago quarter.
The reported revenue represents a surprise of +5.77% over the Zacks Consensus Estimate of $1.39 billion. With the consensus EPS estimate being $1.93, the EPS surprise was +7.77%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how ITT performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Flow Technologies (FT): $792.5 million versus $728.51 million estimated by three analysts on average.Revenue- Intersegment eliminations: $-1.1 million versus $-1.17 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.Revenue- Connect & Control Technologies (CCT): $295.7 million versus the three-analyst average estimate of $272.81 million. The reported number represents a year-over-year change of +17.4%.Revenue- Motion Technologies (MT): $386 million versus $394.06 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +5.6% change.Adjusted Operating Income- Flow Technologies (FT): $170 million versus the three-analyst average estimate of $144.81 million.Adjusted Operating Income- Connect & Control Technologies (CCT): $64.2 million compared to the $60.14 million average estimate based on three analysts.Adjusted Operating Income- Motion Technologies (MT): $81.4 million versus the three-analyst average estimate of $82.08 million.Adjusted Operating Income- Corporate: $-20.4 million versus the three-analyst average estimate of $-22.18 million.View all Key Company Metrics for ITT here>>>
Shares of ITT have returned +10.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Wohl & Fruchter prověřuje férovost plánovaného prodeje MarketAxess společnosti Intercontinental Exchange za 167,00 USD za akcii v hotovosti. Cena je pod 52týdenním maximem 200,90 USD.
MONSEY, N.Y., Aug. 06, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of MarketAxess Holdings Inc. (Nasdaq: MKTX) (“MarketAxess”) to Intercontinental Exchange, Inc. (“ICE”), pursuant to which MarketAxess shareholders will receive $167.00 per share in cash.
Notably, the $167.00 per share sale price sits well below MarketAxess’ 52-week high of $200.90 per share, which may indicate an opportunistic purchase. Indeed, on July 8, 2026, UBS analyst Alex Kramm announced a price target of $200.00 per share for MarketAxess.
Additionally, on Seeking Alpha, several shareholders have expressed concerns about the price. One shareholder asserted that “accepting ICE’s low ball bid is indefensible.” A different shareholder complained that “management is stealing from shareholders by selling the company down in the hole.” Yet another claimed, “Selling it for a song.”
If you remain a MarketAxess shareholder and have concerns about the fairness of the proposed sale, you may contact our firm at the following link to discuss your legal rights at no charge:
https://wohlfruchter.com/cases/marketaxess/
Alternatively, you may contact us by phone at 866-833-6245, or via email at [email protected].
“We are investigating whether the MarketAxess Board of Directors acted in the best interests of MarketAxess shareholders in approving the sale,” explained Joshua Fruchter, a founding partner of Wohl & Fruchter. “This includes whether the cash consideration agreed upon is fair to MarketAxess shareholders in light of the stock's recent trading history, and whether all material information regarding the transaction has been fully disclosed. We encourage MarketAxess stockholders to contact us if they have any concerns.”
About Wohl & Fruchter
Wohl & Fruchter LLP has for over a decade been representing investors in litigation arising from fraud and other corporate misconduct, and recovered hundreds of millions of dollars in damages for investors. Please visit our website, www.wohlfruchter.com, to learn more about our Firm, or contact one of our partners.
Contact:
Wohl & Fruchter LLP
Joshua E. Fruchter
Toll Free 866.833.6245 [email protected]
www.wohlfruchter.com
Regency Centers oznámila čtvrtletní hotovostní dividendy na kmenové akcie i prioritní akcie série A a B. Na kmenovou akcii vyplatí 0,755 USD na akcii. Na prioritní akcii série A vyplatí 0,390625 USD na akcii a na prioritní akcii série B 0,367200 USD na akcii.
JACKSONVILLE, Fla., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Regency Centers Corporation (“Regency Centers,” “Regency” or the “Company”) (NASDAQ: REG) announced today that the Company’s Board of Directors (the “Board”) declared quarterly cash dividends on Regency’s common stock, Series A preferred stock, and Series B preferred stock, respectively.
On August 5, 2026, the Board declared a quarterly cash dividend on the Company’s common stock of $0.755 per share. The dividend is payable on October 2, 2026, to shareholders of record as of September 11, 2026. On August 5, 2026, the Board declared a quarterly cash dividend on the Company’s Series A preferred stock of $0.390625 per share. The dividend is payable on October 30, 2026, to shareholders of record as of October 15, 2026. On August 5, 2026, the Board declared a quarterly cash dividend on the Company’s Series B preferred stock of $0.367200 per share. The dividend is payable on October 30, 2026, to shareholders of record as of October 15, 2026. About Regency Centers Corporation (NASDAQ: REG)
Regency Centers is a preeminent national owner, operator, and developer of shopping centers located in suburban trade areas with compelling demographics. Our portfolio includes thriving properties merchandised with highly productive grocers, restaurants, service providers, and best-in-class retailers that connect to their neighborhoods, communities, and customers. Operating as a fully integrated real estate company, Regency Centers is a qualified real estate investment trust (REIT) that is self-administered, self-managed, and an S&P 500 Index member. For more information, please visit RegencyCenters.com
MDU Resources ve 2. čtvrtletí zvýšila čistý zisk na 21,3 mil. USD a EPS na 0,10 USD. Potvrdila celoroční výhled EPS v rozmezí 0,93 až 1,00 USD a dál postupuje u Bakken East Pipeline Project.
Consolidated net income of $21.3 million, up 55.5% from the same quarter last year Earnings per share of $0.10, up 42.9% year-over-year Continued progress on proposed Bakken East Pipeline Project 2026 guidance reaffirmed; earnings per share in the range of $0.93 to $1.00 , /PRNewswire/ -- MDU Resources Group, Inc. (NYSE: MDU) today announced its financial results for the second quarter of 2026, highlighting continued execution across its regulated utility and pipeline businesses, progress on key growth initiatives and increasing infrastructure opportunities driven by customer growth and emerging demand trends.
"We delivered solid second quarter results while continuing to position the company for long-term growth," said Nicole A. Kivisto, president and CEO of MDU Resources. "Our utility businesses benefited from new rates, customer growth and investments such as Badger Wind Farm, while our pipeline business continued advancing strategic projects that have the potential to create meaningful value over time. We are especially encouraged by the continued advancement of our proposed Bakken East Pipeline Project. We believe our progress with customer commitments demonstrates the project's strategic value. We also remain encouraged by development activity across our service territory, including data center opportunities and growing infrastructure demand."
The following summarizes the company's results for the three and six months ended June 30:
Three Months Ended June 30:
Six Months Ended June 30:
2026
2025
2026
2025
(In millions, except per share amounts)
Net income
$ 21.3
$ 13.7
$ 102.1
$ 95.7
Earnings per share, diluted
$ .10
$ .07
$ .49
$ .47
"Our employees continue to demonstrate a commitment to safety, reliability, operational excellence and customer service," Kivisto added. "Their efforts are helping us navigate a dynamic operating environment while advancing important infrastructure investments that support customers and communities.
Proposed Bakken East Pipeline Project Update
The proposed Bakken East Pipeline Project continues to advance through engineering, environmental review and pre-filing activities. With recently signed precedent agreements, we now have executed agreements with all customers that submitted binding open season interest totaling nearly 1.2 billion cubic feet per day of firm natural gas transportation capacity, with a negotiated option in place that may increase the contracted volumes to nearly all of the original interest from our binding open season. The company continues to design the project for 1.4 billion cubic feet per day of transportation capacity. Overall project design is being finalized based on confirmed customer volumes and delivery locations before a final investment decision is made, which is expected ahead of a FERC Section 7(c) application.
This application is now anticipated to be filed in the fourth quarter of 2026. The proposed in-service dates of Phase One in late 2029 and Phase Two in late 2030, remain. As development progresses, the company continues to evaluate all financing options to support the projected $2.7 billion to $3.2 billion project.
Electric Utility Segment
Strong earnings growth driven by Badger Wind recovery, implementation of new and interim rates and increased volumes
Badger Wind Farm contributed $3.3 million in earnings for the quarter Montana interim rates and new Wyoming electric rates contributed positively to results Retail sales volumes increased 8.2% The electric segment earned $14.7 million in the second quarter of 2026, compared with $10.4 million in the second quarter of 2025. In addition to Badger Wind Farm, results benefited from implemented rate increases and higher retail sales volumes. Data center demand continued to contribute to electric retail sales volume growth.
Approach to Data Centers
Our approach to serving data center customers, is grounded in protecting existing customers and ensuring that growth creates value for the communities we serve. Data center customers are responsible for paying the costs associated with connecting to and being served by the electric system, including infrastructure and energy-related expenses. Through careful planning, regulatory oversight and cost-allocation mechanisms, we ensure that existing customers are not subsidizing the costs of serving these new customers. At the same time, the additional revenue generated from serving data center customers can help support the electric system and contribute to reducing certain fixed costs by allocating them across a broader customer base. This current approach creates benefits for all customers.
Regulatory Update:
North Dakota: Filed an electric general rate case on June 30, 2026, requesting an annual revenue increase of approximately $34.5 million. Interim rates of approximately $26.3 million have been requested beginning Sept. 1, 2026. The filing reflects investments in electric infrastructure, normal depreciation of those assets, reliability improvements, system safety and higher operation and maintenance expense. Entered into an electric service agreement (ESA) in June with Applied Digital Corp. to serve Polaris Forge 3, an AI Factory near Center, North Dakota. At full capacity, the campus would require 430 megawatts of electricity. Approval of the ESA and other regulatory filings by the North Dakota Public Service Commission is pending. In June, the North Dakota Public Service Commission approved the route permit for the Jamestown-to-Ellendale Transmission Project (JETx). The project is expected to enhance reliability, improve resiliency, reduce transmission congestion and support access to lower-cost energy across the region. Montana: Interim electric rates reflecting an annual increase of approximately $10.4 million remain in effect, subject to refund. A settlement agreement of $10.0 million has been filed and is pending approval by the Montana Public Service Commission. Wyoming: General rate case settlement was approved for an annual increase of $5.8 million with rates effective April 1, 2026; reflecting recovery of infrastructure investments as well as associated operation and maintenance expense. Natural Gas Distribution Segment
New rates and higher retail sales volumes support improved year-over-year results, offset by interest expense increases
Positive contributions from new rates in Idaho, Washington, Montana and Wyoming Retail sales volumes increased 6.7% Continued customer growth of 1.6% year-over-year Increased interest expense due to higher long-term debt balances The natural gas distribution segment reported a seasonal second quarter loss of $3.9 million, compared with a seasonal loss of $7.4 million in the prior-year period. Results benefited from new rates across multiple jurisdictions, increased retail sales volumes and continued customer growth. The higher interest expense partially offset the gains.
Regulatory Update:
Washington: Filed a multiyear natural gas rate case with the Washington Utilities and Transportation Commission requesting an annual revenue increase of $25.1 million in year one, and $18.1 million in year two. The filing reflects investments in natural gas infrastructure, reliability improvements, system safety and normal depreciation of those assets. The request is pending a decision by the commission. Oregon: A multi-party settlement agreement of $12.2 million has been filed and is pending approval by the Oregon Public Utility Commission. Minnesota: General rate case filing is anticipated later this year. Pipeline Segment
Strategic growth initiatives continue to advance
Continued development of the proposed Bakken East Pipeline Project Progress on additional growth projects Strong transportation demand across the system The pipeline segment earned approximately $14.4 million in the second quarter of 2026, compared with $15.4 million in the second quarter of 2025. Results were driven by lower other income and higher depreciation expense. These impacts were partially offset by increased transportation revenue, primarily due to customer demand for short-term natural gas transportation contracts.
Strategic Project Updates:
Proposed Bakken East Pipeline Project: Development activities continued during the quarter as the company advanced customer agreements, engineering work and regulatory activities. We have executed precedent agreements totaling nearly 1.2 billion cubic feet per day, with a negotiated option in place for nearly all of the original interest from our binding open season. The company continues engineering, environmental, cultural resource and stakeholder engagement activities while evaluating financing and partnership opportunities. Development activities remain focused on creating long-term value while advancing a strategically significant infrastructure project for North Dakota and the broader region. Line Section 32 Expansion Project: The project remains on schedule following the filing of a FERC 7(c) application in March 2026. The filing represents an important regulatory milestone as the project advances toward its targeted late-2028 in-service date, subject to regulatory approvals. Minot Industrial Project: Development activities for this potential project continue under agreements currently extended through late 2026. The proposed project could consist of an approximately 90-mile pipeline from Tioga, North Dakota to Minot, North Dakota and ancillary facilities to support anticipated industrial demand in the area. Regulatory Update:
FERC rate case filed on May 29, 2026, requesting updated transportation and storage services rates. The filing seeks a $31 million annual revenue increase. Approximately 30% of the requested revenue increase is due to proposed new depreciation and amortization rates. FERC accepted and suspended the proposed rates on June 30, 2026, with rates to become effective Dec. 1, 2026, subject to refund and the outcome of hearing procedures if a settlement with our customers and FERC is not reached. Guidance
MDU Resources is reaffirming guidance and expects earnings per share to be in the range of $0.93 to $1.00.
The expected 2026 results are based on several assumptions, including normal weather, economic and operating conditions for the remainder of the year, continued customer growth, successful execution of approved capital investment programs and constructive regulatory outcomes.
The company's long-term earnings-per-share growth objective remains 6% to 8%.
Conference Call
MDU Resources will webcast its second quarter 2026 earnings conference call today at 2 p.m. ET. The webcast can be accessed through the Investors section of the company's website. A replay will be available following the call.
About MDU Resources Group, Inc.
MDU Resources Group, Inc., a member of the S&P SmallCap 600 index, strives to deliver safe, reliable, cost-effective and environmentally responsible electric utility and natural gas distribution services to more than 1.2 million customers across the Pacific Northwest and Midwest. In addition to its utility operations, the company's pipeline business operates a more than 3,800-mile natural gas pipeline network and storage system, ensuring reliable energy delivery across the Northern Plains. With a legacy spanning over a century, MDU Resources remains focused on energizing lives for a better tomorrow. For more information about MDU Resources, visit www.mdu.com or contact the investor relations department at [email protected].
Investor Contact: Brent Miller, treasurer, 701-530-1730
Media Contact: Byron Pfordte, director of integrated communications, 208-377-6050
Cautionary Note Regarding Forward-Looking Statements
This news release contains forward-looking statements within the meaning of the federal securities laws. Other than statements of historical facts, all statements which address activities, events or developments that the company anticipates will or may occur in the future are forward-looking statements based on underlying assumptions (many of which are based, in turn, upon further assumptions), including but not limited to, statements identified by the words "anticipates," "estimates," "expects," "intends," "plans," and "predicts," in each case related to such things as growth estimates, stockholder value creation, the company's "CORE" strategy, capital expenditures, financial guidance, trends, objectives, goals, dividend payout ratio targets, earnings per share growth targets, customer rates, regulatory approvals, sustainability, strategies and other such matters. These forward-looking statements are based on many assumptions and factors, which are detailed in the company's filings with the U.S. Securities and Exchange Commission.
While made in good faith, these forward-looking statements are based largely on the company's expectations and judgments and are subject to a number of risks and uncertainties, many of which are unforeseeable and beyond the company's control. For additional discussion regarding risks and uncertainties that may affect forward-looking statements, see "Risk Factors" disclosed in the company's most recent Annual Report on Form 10-K, and subsequent filings. Any changes in such assumptions or factors could produce significantly different results. Undue reliance should not be placed on forward-looking statements, which speak only as of the date they are made. Except as required by applicable law, the company undertakes no obligation to update the forward-looking statements, whether as a result of new information, future events or otherwise.
Consolidated Statements of Income
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
(In millions, except per share amounts)
(Unaudited)
Operating revenues
$ 375.2
$ 351.2
$ 981.2
$ 1,026.0
Operating expenses:
Purchased natural gas sold
93.5
96.0
332.9
413.2
Electric fuel and purchased power
38.6
34.9
84.7
78.6
Operation and maintenance
114.1
112.8
228.9
223.9
Depreciation and amortization
55.2
51.8
109.4
103.1
Taxes, other than income
25.9
25.3
61.7
64.0
Total operating expenses
327.3
320.8
817.6
882.8
Operating income
47.9
30.4
163.6
143.2
Other income
6.2
9.9
8.8
14.9
Interest expense
31.5
25.4
64.2
52.2
Income before income taxes
22.6
14.9
108.2
105.9
Income tax expense
3.3
.8
8.0
9.3
Income from continuing operations
19.3
14.1
100.2
96.6
Discontinued operations, net of tax
2.0
(.4)
1.9
(.9)
Net income
$ 21.3
$ 13.7
$ 102.1
$ 95.7
Earnings per share – basic:
Income from continuing operations
$ .09
$ .07
$ .48
$ .47
Discontinued operations, net of tax
.01
—
.01
—
Earnings per share – basic
$ .10
$ .07
$ .49
$ .47
Earnings per share – diluted:
Income from continuing operations
$ .09
$ .07
$ .48
$ .47
Discontinued operations, net of tax
.01
—
.01
—
Earnings per share – diluted
$ .10
$ .07
$ .49
$ .47
Weighted average common shares outstanding – basic
209.6
204.3
207.5
204.2
Weighted average common shares outstanding – diluted
211.7
205.2
209.3
205.1
Selected Cash Flows Information
Six Months Ended
June 30,
2026
2025
(In millions)
Net cash provided by operating activities
$ 265.3
$ 334.9
Net cash used in investing activities
(196.1)
(174.4)
Net cash used in financing activities
(51.1)
(168.6)
Increase (decrease) in cash, cash equivalents and restricted cash
18.1
(8.1)
Cash, cash equivalents and restricted cash - beginning of year
28.2
66.9
Cash, cash equivalents and restricted cash - end of period
$ 46.3
$ 58.8
Capital Expenditures
Business Line
2026
Estimated
2027
Estimated
2028
Estimated
2029
Estimated
2030
Estimated
2026-2030
Total
Estimated
(In millions)
Electric
$ 129
$ 309
$ 250
$ 184
$ 210
$ 1,082
Natural gas distribution
340
295
240
254
223
1,352
Pipeline
60
70
181
282
50
643
Total capital expenditures1
$ 529
$ 674
$ 671
$ 720
$ 483
$ 3,077
1 Excludes Other category
Note: Total capital expenditures is presented on a net basis
The capital program is subject to continued review and modification by the company. Actual expenditures may vary from estimates. Investment in the potential Bakken East Pipeline project would be incremental to the outlined capital program.
Electric
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
(In millions)
Operating revenues1,2
$ 116.1
$ 98.1
$ 237.3
$ 210.5
Operating expenses:
Electric fuel and purchased power1
38.6
34.9
84.7
78.6
Operation and maintenance
31.2
29.9
60.1
58.5
Depreciation and amortization
20.3
17.4
39.9
34.6
Taxes, other than income
5.4
4.7
10.9
9.5
Total operating expenses
95.5
86.9
195.6
181.2
Operating income
20.6
11.2
41.7
29.3
Other income
1.9
2.7
2.3
3.7
Interest expense
11.2
7.6
23.1
15.5
Income before income taxes
11.3
6.3
20.9
17.5
Income tax benefit2
(3.4)
(4.1)
(8.3)
(7.9)
Net income
$ 14.7
$ 10.4
$ 29.2
$ 25.4
Operating Statistics
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
Revenues (millions)1,2
Retail sales:
Residential
$ 35.3
$ 28.3
$ 74.4
$ 66.5
Commercial3
48.8
41.2
95.7
86.4
Industrial
11.0
9.1
20.9
17.9
Other
2.0
1.8
4.0
3.5
97.1
80.4
195.0
174.3
Other
19.0
17.7
42.3
36.2
$ 116.1
$ 98.1
$ 237.3
$ 210.5
Volumes (million kWh)
Retail sales:
Residential
253.4
235.8
585.4
606.5
Commercial3
732.1
672.7
1,474.0
1,396.6
Industrial
128.7
120.0
249.4
236.7
Other
20.1
20.1
39.3
40.3
1,134.3
1,048.6
2,348.1
2,280.1
Average cost of electric fuel and purchased power per kWh
$ .026
$ .024
$ .027
$ .025
The previous tables reflect items that are passed through to customers resulting in minimal impact
to earnings. These items include:
1 Electric fuel and purchased power costs, which impact both operating revenues and electric
fuel and purchased power expense.
2 Production tax credits, which impact income tax benefit and operating revenues.
3 Commercial includes the impact from data centers.
The electric business reported net income of $14.7 million in the second quarter of 2026, compared to $10.4 million for the same period in 2025. This increase was largely the result of higher retail sales revenue, primarily from recovery mechanisms associated with renewable investments including Badger Wind Farm. Interim rates in Montana and new rates in Wyoming, along with higher retail sales volumes across all major customer classes, further drove the increase. The increase was partially offset by higher interest expense associated with debt issuances for recent capital investments, including Badger Wind Farm, as well as higher depreciation expense and operation and maintenance expense, primarily related to Badger Wind Farm.
Natural Gas Distribution
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
(In millions)
Operating revenues1,2,3
$ 212.6
$ 206.9
$ 675.1
$ 746.2
Operating expenses:
Purchased natural gas sold1
103.4
105.8
377.2
456.3
Operation and maintenance2
60.8
60.5
126.0
124.1
Depreciation and amortization
26.6
26.5
53.0
52.6
Taxes, other than income3
16.8
17.0
43.3
47.6
Total operating expenses
207.6
209.8
599.5
680.6
Operating income (loss)
5.0
(2.9)
75.6
65.6
Other income
3.8
5.1
6.1
8.4
Interest expense
15.9
13.8
32.2
28.6
Income (loss) before income taxes
(7.1)
(11.6)
49.5
45.4
Income tax (benefit) expense
(3.2)
(4.2)
9.2
8.1
Net income (loss)
$ (3.9)
$ (7.4)
$ 40.3
$ 37.3
Operating Statistics
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
Revenues (millions)1,2,3
Retail Sales:
Residential
$ 111.1
$ 106.1
$ 370.6
$ 397.7
Commercial
63.5
63.4
213.7
253.0
Industrial
8.7
9.4
22.1
25.1
183.3
178.9
606.4
675.8
Transportation and other
29.3
28.0
68.7
70.4
$ 212.6
$ 206.9
$ 675.1
$ 746.2
Volumes (MMdk)
Retail sales:
Residential
9.1
8.5
35.6
40.3
Commercial
7.4
7.0
26.0
28.9
Industrial
1.1
1.0
2.6
2.7
17.6
16.5
64.2
71.9
Transportation sales:
Commercial
.3
.3
.9
1.1
Industrial
32.4
38.1
71.3
86.5
32.7
38.4
72.2
87.6
Total throughput
50.3
54.9
136.4
159.5
Average cost of natural gas per dk
$ 5.88
$ 6.42
$ 5.88
$ 6.35
The previous tables reflect items that are passed through to customers resulting in minimal impact
to earnings. These items include:
1 Natural gas costs, which impact operating revenues and purchased natural gas sold.
2 Conservation, which impacts operating revenues and operation and maintenance expense.
3 Revenue-based taxes that impact both operating revenues and taxes, other than income.
The natural gas distribution business reported a seasonal loss of $3.9 million in the second quarter of 2026, compared to a seasonal loss of $7.4 million for the same period in 2025. The lower seasonal loss was primarily driven by new rates in Idaho, Washington, Montana and Wyoming, as well as higher retail sales volumes across all customer classes. These impacts were partially offset by higher interest expense resulting from higher long-term debt balances.
Pipeline
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
(In millions)
Operating revenues
$ 56.7
$ 56.3
$ 113.8
$ 113.0
Operating expenses:
Operation and maintenance
22.4
22.4
43.2
41.7
Depreciation and amortization
8.3
7.9
16.5
15.9
Taxes, other than income
3.7
3.6
7.5
6.9
Total operating expenses
34.4
33.9
67.2
64.5
Operating income
22.3
22.4
46.6
48.5
Other income
.3
1.7
—
2.1
Interest expense
4.2
4.3
8.2
8.5
Income before income taxes
18.4
19.8
38.4
42.1
Income tax expense
4.0
4.4
8.7
9.5
Net income
$ 14.4
$ 15.4
$ 29.7
$ 32.6
Operating Statistics
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
Transportation volumes (MMdk)
150.4
151.4
293.6
294.9
Customer natural gas storage balance (MMdk):
Beginning of period
27.3
22.1
37.6
44.1
Net injection (withdrawal)
14.2
12.5
3.9
(9.5)
End of period
41.5
34.6
41.5
34.6
The pipeline business reported net income of $14.4 million in the second quarter of 2026, compared to $15.4 million for the same period in 2025. The decrease was driven by lower other income and higher depreciation and amortization expense from a growth project placed in service. These impacts were partially offset by continued customer demand for short-term natural gas transportation contracts and interruptible storage services, as well as contributions from previously constructed growth projects, including a contracted volume increase.
Other
Three Months Ended
Six Months Ended
June 30,
June 30,
2026
2025
2026
2025
(In millions)
Operating revenues
$ .2
$ .1
$ .4
$ .3
Operating expenses:
Operation and maintenance
.2
.4
.7
.5
Total operating expenses
.2
.4
.7
.5
Operating loss
—
(.3)
(.3)
(.2)
Other income
.6
1.6
1.7
3.0
Interest expense
.6
.9
2.0
1.9
Income (loss) before income taxes
—
.4
(.6)
.9
Income tax (benefit) expense
5.9
4.7
(1.6)
(0.4)
Income (loss) from continuing operations
(5.9)
(4.3)
1.0
1.3
Discontinued operations, net of tax
2.0
(.4)
1.9
(.9)
Net income (loss)
$ (3.9)
$ (4.7)
$ 2.9
$ .4
For the second quarter of 2026 Other reported a net loss of $3.9 million compared to a net loss of $4.7 million for the same period in 2025. The increase was primarily due to income from discontinued operations associated with a $1.5 million tax benefit related to an election to change the tax method for certain strategic initiative costs. Other also reflects income tax adjustments related to the company's annualized estimated tax rate.
Other includes the activities of the captive insurer which insures various types of risks of the company's subsidiaries. Also included in Other is general and administrative costs and interest expense previously allocated to the company's former businesses that did not meet the criteria for discontinued operations. Discontinued operations includes certain costs associated with legacy business activities.
Haemonetics (HAE - Free Report) came out with quarterly earnings of $1.14 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +6.54%. A quarter ago, it was expected that this provider blood management systems for health care providers and blood collectors would post earnings of $1.28 per share when it actually produced earnings of $1.29, delivering a surprise of +0.78%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Haemonetics, which belongs to the Zacks Medical - Products industry, posted revenues of $339.38 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.49%. This compares to year-ago revenues of $321.39 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.
Haemonetics shares have added about 4.3% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Haemonetics?While Haemonetics 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 Haemonetics was unfavorable. 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 #4 (Sell) for the stock. So, the shares are expected to underperform 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 $1.30 on $343.02 million in revenues for the coming quarter and $5.21 on $1.4 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, Medical - Products is currently in the bottom 37% 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, Phibro Animal Health (PAHC - Free Report) , is yet to report results for the quarter ended June 2026.
This maker of animal health products and nutritional supplements is expected to post quarterly earnings of $0.72 per share in its upcoming report, which represents a year-over-year change of +26.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Phibro Animal Health's revenues are expected to be $366.14 million, down 3.3% from the year-ago quarter.
Privia Health oznámila zisk 0,07 USD na akcii, což je pod odhadem 0,08 USD. Tržby ve výši 632,63 milionu USD za čtvrtletí končící v červnu 2026 naopak překonaly konsensus o 8,76 %.
Privia Health (PRVA - Free Report) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -12.50%. A quarter ago, it was expected that this physician practice management company would post earnings of $0.08 per share when it actually produced earnings of $0.02, delivering a surprise of -75%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Privia Health, which belongs to the Zacks Medical Info Systems industry, posted revenues of $632.63 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.76%. This compares to year-ago revenues of $521.15 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.
Privia Health shares have added about 1.1% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Privia Health?While Privia Health 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 Privia Health 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 $0.08 on $604.98 million in revenues for the coming quarter and $0.27 on $2.4 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, Medical Info Systems is currently in the top 28% 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, Veeva Systems (VEEV - Free Report) , is yet to report results for the quarter ended July 2026.
This provider of cloud-based software services for the life sciences industry is expected to post quarterly earnings of $2.22 per share in its upcoming report, which represents a year-over-year change of +11.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Veeva Systems' revenues are expected to be $904.07 million, up 14.6% from the year-ago quarter.
Fox ve čtvrtletí končícím v červnu zvýšil tržby o 28 % na 4,21 miliardy USD, když reklamní tržby vyskočily o 78 % díky vysílání mistrovství světa FIFA mužů. Čistý zisk klesl na 696 milionů USD.
The broadcast of the FIFA Men’s World Cup drove a 78% jump in advertising sales at Fox as total revenue for the company’s fiscal fourth quarter ended in June jumped 28% to $4.21 billion.
Distribution revenue increased 5%, driven by 7% growth at the cable network programming.
Fox also noted continued digital growth led by AVOD service Tubi. Content and other revenue dipped to $262 million from $269 million due to the timing of sports sub-licensing revenue.
Fox reported net income of $696 million (down from $719 million).
In a transformative move last quarter, the company announced in June a definitive agreement to acquire streaming platform Roku for $22 billion in a cash-and-stock transaction.
“Fiscal 2026 was an exceptional year for FOX, capped by our broadcast of a remarkable FIFA Men’s World Cup. We successfully launched our direct-to-consumer streaming service, FOX One, continued to keep America informed across a dynamic news cycle, enhanced Tubi’s position as a leading streaming service, and announced the acquisition of Roku which will transform the scope and growth profile of our company,” said CEO Lachlan Murdoch.
“Financially, these milestones were underpinned by the delivery of record top-line revenue which converted into record EBITDA. With strong momentum across our portfolio, we enter fiscal 2027 exceptionally well positioned to drive sustained growth and long-term shareholder value.”
Quarterly adjusted ebitda (earnings before interest, taxes, depreciation and amortization) was $1.2 billion, up 27%.
