Intel Foundry začala vyrábět část procesorů Intel Core Ultra Series 3 s technologií ASML High NA EUV na uzlu Intel 18A. Jde o první masově vyráběný logic produkt v oboru s High NA EUV.
High NA EUV reaches new readiness milestone with first high-volume Logic product
Intel Foundry has entered high-volume manufacturing for a subset of Intel® Core™ Ultra Series 3 processors, code-named Panther Lake, using ASML’s EXE High NA EUV technology Specific Intel 18A layers are now dual-qualified on High NA EUV in Oregon, with product shipping to customers at yields matched to the NXE platformIntel and ASML continue to closely collaborate on High NA EUV readiness with flexibility to incorporate into future nodes based on customer needs VELDHOVEN, the Netherlands, July 15, 2026 – ASML Holding N.V. (ASML) today reported that Intel Foundry is using ASML’s High NA EUV technology on the Intel 18A process node to produce a subset of its Intel® Core™ Ultra Series 3 processors. This milestone marks an important step in demonstrating High NA EUV readiness in a production environment.
ASML and Intel have worked closely for decades to advance lithography technology and support the continued scaling of semiconductors. The high numerical aperture extreme ultraviolet (High NA EUV) lithography process is an important next step in EUV lithography, developed by ASML to enable more precise patterning for advanced chip manufacturing.
The Intel® Core™ Ultra Series 3 processors, code-named Panther Lake, are built on Intel 18A. The use of High NA EUV to pattern specific layers of these products provides ASML and Intel Foundry with helpful data to further refine system setup, up time and manufacturing implementation. This paves the way towards broader adoption, utilizing the full capabilities of the technology.
“With increased resolution and better process control, the introduction of High NA EUV marks a substantial development in semiconductor lithography,” said Christophe Fouquet, ASML President and CEO. “We are proud to play a role in enabling the smaller, denser patterning that will accelerate advancements in AI and other emerging technologies.”
“This milestone reflects the close technical collaboration between Intel and ASML and shows how High NA EUV can be integrated into advanced semiconductor manufacturing at scale,” said Naga Chandrasekaran, Executive Vice President and General Manager of Intel Foundry. “By qualifying the High NA EUV process option on select Intel 18A product layers, our existing fleet of tools are providing customers with increased output, while we develop future options to achieve leading-edge performance, density and manufacturing flexibility on upcoming nodes.”
In 2024, Intel and ASML completed integration of the industry’s first commercial High NA EUV lithography system at the company’s Hillsboro, Oregon, R&D site. Intel Foundry was also the first company to install and pass acceptance testing of the second generation, TWINSCAN EXE:5200B, which builds on the TWINSCAN EXE:5000 and increases output and overlay accuracy, along with an improved light source. With this announcement, Intel Foundry is first in the industry to ship high-volume logic product using High NA EUV.
Media Relations contactsInvestor Relations contactsMonique Mols +31 6 5284 4418Jim Kavanagh +31 40 268 3938 Sarah de Crescenzo +1 925 899 8985Pete Convertito +1 203 919 1714 Karen Lo +886 9 397 88635Peter Cheang +886 3 659 6771 About ASML
ASML is a leading supplier to the semiconductor industry. The company provides chipmakers with hardware, software and services to mass produce the patterns of integrated circuits (microchips). Together with its partners, ASML drives the advancement of more affordable, more powerful, more energy-efficient microchips. ASML enables groundbreaking technology to solve some of humanity's toughest challenges, such as in healthcare, energy use and conservation, mobility and agriculture. ASML is a multinational company headquartered in Veldhoven, the Netherlands, with offices across EMEA, the US and Asia. Every day, ASML’s more than 44,500 employees (FTE) challenge the status quo and push technology to new limits. ASML is traded on Euronext Amsterdam and NASDAQ under the symbol ASML. Discover ASML – our products, technology and career opportunities – at www.asml.com.
Intel začal při výrobě části čipů Panther Lake pro notebooky používat špičkový stroj High-NA EUV od ASML. Cílem je lépe zvládnout tuto technologii a optimalizovat výrobu.
Computer motherboard and Intel chip appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
SAN FRANCISCO, July 14 (Reuters) - Intel (INTC.O), opens new tab has decided to use a high-end machine from ASML to manufacture some of its flagship Panther Lake laptop chips, ASML said on Tuesday, a move that will help the chipmaker learn to use the tool more effectively.
Following experiments that began in 2024, Intel has begun to use ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machines, which print circuit patterns on to microchips, to help produce a portion of its Panther Lake processors, ASML said.
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The industry has debated at what point it makes economic sense to begin deploying the High NA tools, which likely will be needed by chipmakers in the future as they continue to shrink the atomic-sized features that make up chips.
The High NA equipment costs around $400 million, or twice as much as the standard EUV machine. The tool is also technically challenging to introduce into production processes.
Intel is using the High NA tool for specific layers of the chip, which will help Intel and ASML collect data and optimize the equipment.
Intel declined to comment on the announcement.
The company uses its 18A manufacturing process to fabricate the Panther Lake chips and already uses ASML's standard EUV lithography machines to do so. Lithography is the process of using light to draw the complex patterns that make up the circuits on a chip.
Intel received the first High NA tool in 2024 at its Hillsboro, Oregon research and development site where the company develops its new manufacturing techniques and technologies.
Reporting by Max A. Cherney in San Francisco; Editing by Sonali Paul
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Max A. Cherney is a correspondent for Reuters based in San Francisco, where he reports on the semiconductor industry and artificial intelligence. He joined Reuters in 2023 and has previously worked for Barron’s magazine and its sister publication, MarketWatch. Cherney graduated from Trent University with a degree in history.
Podíl společnosti Xiaomi na trhu ve 2. čtvrtletí klesl na 11 %, zatímco Samsung a Apple posílily. Omdia varuje, že to může dál tlačit na růst tržeb i ziskovosti.
Xiaomi stock retreated for two consecutive days after a report confirmed that the company was losing market share in the smartphone industry. It slipped to H$25.82 in Hong Kong, a few points below this month’s high of H$26.70.
A report released by Omdia showed that Xiaomi’s woes mounted in the second quarter, a situation that may lead to weaker revenue and profitability growth.
Xiaomi’s market share dropped to 11%, making it the third-biggest player in the industry after Samsung and Apple. Its share has been in a slow downward trend after peaking at about 15% in the second quarter of last year.
In contrast, Samsung became the biggest smartphone maker in the world with a share of 22%, while Apple has 20%. The report noted that the delayed launch of Samsung S26-series pushed some demand into the second quarter. Samsung also gained ground in the budget segment.
Apple’s sales were boosted by iPhone 17, which delivered the strongest iPhone refresh and upgrade cycle in the company’s history.
Xiaomi’s market share retreat happened as vendors in the sub-$400 mass market shifted strategy. Instead of prioritizing volumes, they are now focusing on adjusting retail prices and in their premium segments. Rujan Bjorvovde, the Principal Analyst at Omdia, said:
“Managing the surging component costs is incredibly complex and unpredictable, with some vendors facing memory costing more than four to five times what they did a year ago.”
Xiaomi’s business is struggling as the memory crisis intensifies, with memory and storage costs accounting for about 60% of the bill of materials for budget devices. Sadly, there is still no end in sight for this memory crisis, with Apple warning that it will hike prices for its next models.
The most recent earnings report showed that the company’s revenue and profits nosedived in the first quarter. Its revenue dropped to RMB 99.14 billion from RMB 111.29 billion in the same period last year. Smartphone revenue slipped by 10% to RMB79.3 billion.
On the positive side, the smartphone revenue decline was offset by a modest increase in its smart EV, AI, and New Initiatives segment. This segment’s revenue rose by 6.9% to RMB 19.9 billion, helped by more vehicle sales and offset by lower prices. It delivered 80,856 vehicles in Q1, up from 75,869 in the previous quarter.
Its profitability remained under pressure, with the profit for the period dropping to RMB 4.7 billion from the previous RMB 10.89 billion. These dynamics likely continued in the second quarter as its smartphone sales dropped.
Xiaomi stock chart | Source: TradingView
The weekly chart shows that the Xiaomi stock has been under pressure in the past few months as challenges in its business continued. It plunged from H$61.45 in June last year to the current H$25.82.
The stock has slumped below the 61.8% Fibonacci Retracement level, where most rebounds normally happen. It has remained below the 50 and 200 moving averages.
Therefore, the most likely forecast is bearish as traders wait for its next earnings report, which is expected in August. If this happens, there is a risk that it will drop and retest the support of H$21.35.
Stripe a Advent International nabídly za PayPal 60,50 USD za akcii, což firmu oceňuje na více než 53 miliard USD. Nabídka počítá s přibližně 50 miliardami USD zajištěného financování.
A smartphone with the Stripe logo is placed on a laptop in this illustration taken on July 14, 2021. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
July 14 - Payments company Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings Inc (PYPL.O), opens new tab for $60.50 per share, in a deal that would value the payments company at more than $53 billion, two people familiar with the matter said.
The offer, submitted earlier this month, is backed by about $50 billion in committed financing from banks, the people said, and represents around a 28% premium to PayPal's closing share price on Tuesday.
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The people declined to be named as the deal discussions are confidential. Advent declined to comment, while PayPal and Stripe did not immediately respond to Reuters requests for comment.
The proposal follows an initial approach made in early April, the sources said. Stripe and Advent have not received a response from PayPal and are seeking to advance discussions in the coming weeks, the sources added.
Under the proposal, Stripe and Advent would jointly own PayPal, with each holding an equal stake, rather than breaking up the company, the people said. There is no certainty the approach will result in a transaction, they added.
Founded in the late 1990s, PayPal was an early player in digital payments, but has faced increasing competition as consumers have embraced alternative payment methods and rivals such as Apple Pay and Google Pay have gained market share.
It has spent the past several years grappling with slowing growth and intensifying competition in digital payments, wiping out much of the value it gained during the pandemic.
The company's market capitalization peaked at about $360 billion in 2021 and fell to as low as roughly $36 billion this year. It has lost more than 40% of its market value over the past 12 months.
After taking over in March, PayPal CEO Enrique Lores started a sweeping turnaround exercise to simplify the payments provider and sharpen its focus on growth.
In April, the company split its operations into three units covering checkout, consumer financial services Venmo, and payments and crypto, while making a series of management changes.
Reporting by Milana Vinn in New York; Editing by Echo Wang, Sumeet Chatterjee and Lincoln Feast
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Milana Vinn reports on technology, media, and telecom (TMT) mergers and acquisitions. Her content usually appears in the markets and deals sections of the website. Milana previously worked at GLG and PE Hub, where she spent several years covering TMT deals in private equity. She graduated from CUNY Graduate School of Journalism with Masters in Business Journalism.
Na Commvault Systems (CVLT) byla rozšířena hromadná žaloba kvůli údajným zkresleným informacím o konkurenci a maržích. Akcie po oznámení výsledků 27. ledna 2026 klesly o 40,23 USD, tedy zhruba 31 %, na 89,13 USD.
, /PRNewswire/ -- Hagens Berman (HBSS), a national shareholder rights firm, alerts investors in Commvault Systems, Inc. (NASDAQ: CVLT) that a newly filed securities class action lawsuit has expanded the alleged class period. The lawsuit now covers investors who purchased or otherwise acquired Commvault securities between January 28, 2025, and January 26, 2026, inclusive.
Hagens Berman is investigating the claims pled in the pending litigation and encourages Commvault investors who suffered substantial losses to submit your losses now.
Expanded Alleged Class Period: Jan. 28, 2025 – Jan. 26, 2026
Lead Plaintiff Deadline: July 17, 2026
Visit: www.hbsslaw.com/investor-fraud/cvlt
Contact the Firm Now: [email protected]
844-916-0895
View our latest video summary of the allegations: www.youtube.com/watch?v=MUMo4d2ZLkI
Expanded Scope of Allegations
The new suit, City of Fort Lauderdale Police and Firefighters' Retirement System v. Commvault Systems, Inc., et al., extends the start of the alleged fraud period from April 29, 2025, back to January 28, 2025. This expansion captures a broader range of investor activity and expands the claims brought against the company and its senior executives regarding their business disclosures.
Focus of CVLT Securities Class Action Litigation:
The litigation alleges that Defendants misrepresented and failed to disclose that:
Commvault's competitive positioning was materially weaker than Defendants had represented to investors; Due to the undisclosed increase in competition, Commvault was forced to make significant concessions on price and contract duration for its software licenses; As these concessions became unsustainable, SaaS became a larger portion of the Company's sales mix; The increasing mix of SaaS sales, which carry shorter term durations and lower ASPs, negatively impacted the Company's margin and NNARR; and As a result, Defendants' positive statements about the Company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. The truth allegedly emerged before markets opened on January 27, 2026, when Commvault announced its third-quarter fiscal year 20261 financial results. Commvault disclosed NNARR in constant currency of $39 million, missing analysts' expectations of approximately $45 million. Chief Accounting Officer Danielle Abrahamsen ("CAO Abrahamsen") revealed that the mix of SaaS deals increased to "70%" during the quarter and highlighted that "landing these customers at a 2 to 3x smaller ASP than software . . . does have a significant impact on ARR."
On this news, the price of Commvault common stock fell $40.23 per share, or about 31%, to close at a price of $89.13 per share on January 27, 2026.
HBSS Investigation
"We continue to investigate whether Commvault misled investors about its operational performance and financial reporting during the alleged expanded class period, as the new complaint contends" said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the pending claims.
If you invested in Commvault and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to frequently asked questions about the Commvault case and the firm's investigation, read more »
Whistleblowers: Persons with non-public information regarding Commvault should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Bank of America před výsledky Netflixu potvrdila doporučení Buy a cílovou cenu 125 USD, i když akcie letos klesly zhruba o 20 %. Investoři sledují hlavně trendy zapojení uživatelů a výhled na druhé pololetí.
Netflix Inc (NASDAQ:NFLX, XETRA:NFC) remains well positioned for long-term growth despite a roughly 20% decline in its shares this year, according to Bank of America, which reiterated its ‘Buy’ rating and $125 price objective ahead of the company's second quarter earnings report due on Thursday.
The bank wrote that the stock's year-to-date decline reflects investor concerns over engagement trends, the potential impact of artificial intelligence on content creation, and heightened competition following recent media mergers and acquisitions. However, it argued that Netflix has successfully navigated similar periods of skepticism in the past.
Bank of America highlighted that subscriber growth slowed significantly in 2022, contributing to a share price decline of more than 50%, before the company responded with initiatives such as paid sharing and its ad-supported tier, which helped accelerate growth again. The analysts also noted that investor concerns over margin expansion in late 2023 were followed by another year of strong operational execution.
The firm wrote that Netflix's management has "consistently demonstrated an ability to adapt to changing market conditions, execute effectively and create long-term shareholder value."
Looking ahead to Q2 results, Bank of America expects largely in-line financial results, with investor attention likely to center on the company's outlook for the second half of the year, engagement trends, and management's commentary on acquisition appetite and broader strategic priorities.
The analysts noted that sentiment toward the stock remains subdued following its recent decline and suggested that stronger-than-expected results and raised guidance could ease investor concerns. Conversely, signs of further slowing in the business could reinforce bearish views and pressure the stock's valuation.
Bank of America also outlined risks cited by bearish investors, including slowing engagement, increased competition from platforms such as YouTube and short-form video services, the potential impact of AI on content creation, and uncertainty surrounding a more active approach to acquisitions compared with Netflix's historical strategy.
Despite those concerns, the bank maintained that Netflix has a significant runway for subscriber and advertising growth, supported by its global scale, expanding advertising business, and strong balance sheet, which it believes will continue to support shareholder returns over time.
GE Aerospace čeká za 2. čtvrtletí růst tržeb o téměř 17 % na 11,86 miliardy USD a EPS o 12 % na 1,86 USD. Taiwan Semiconductor má podle odhadů dosáhnout EPS 3,87 USD a tržeb téměř 40 miliard USD.
As the second-quarter earnings season heats up, investors are looking for companies that combine durable long-term growth drivers with strong underlying fundamentals.
While quarterly reports can create short-term volatility, they also provide opportunities to build positions in high-quality businesses that have the potential to outperform over time.
Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE - Free Report) ), Taiwan Semiconductor (TSM - Free Report) ), and UnitedHealth Group (UNH - Free Report) ).
Each operates in an industry with attractive long-term demand trends, boasts market-leading positions, and has catalysts that could support further upside if quarterly results reinforce their investment theses.
GE Aerospace Continues to Benefit From Aviation RecoveryGE Aerospace has emerged as one of the market's premier industrial companies following its transformation into a pure-play aerospace business. The company continues to benefit from robust commercial air travel demand following the COVID-19 pandemic, rising aircraft utilization, and a growing backlog of engine service work.
Perhaps GE's greatest strength is its highly profitable aftermarket business. As airlines keep aircraft flying longer amid ongoing delivery constraints from Boeing (BA - Free Report) ) and Airbus (EADSY - Free Report) ), demand for maintenance, repair, and overhaul services continues to rise. Since servicing engines typically generates higher margins than selling new ones, this dynamic has helped drive steady earnings expansion.
Analysts expect another quarter of solid revenue and earnings growth as commercial aviation remains healthy despite lingering supply-chain challenges. GE’s Q2 revenue is expected to be up nearly 17% to $11.86 billion, with quarterly EPS projected to rise 12% to $1.86.
Taiwan Semiconductor Remains at the Center of the AI BoomFew companies are more important to the artificial intelligence investment story than Taiwan Semiconductor. As the world's largest contract chip manufacturer, TSM produces the advanced semiconductors powering AI accelerators designed by Nvidia (NVDA - Free Report) ), AMD (AMD - Free Report) ), Broadcom (AVGO - Free Report) ), and Apple (AAPL - Free Report) ).
Demand for advanced manufacturing capacity continues to outpace supply, allowing Taiwan Semiconductor to benefit from favorable pricing, exceptional capacity utilization, and expanding profit margins.
Adding confidence ahead of earnings, the company most recently reported record quarterly revenue and EPS during Q1 at $35.89 billion and $3.49 per share, respectively.
Wall Street expects new quarterly peaks, with consensus estimates calling for Q2 EPS of $3.87 on nearly $40 billion in revenue, reflecting continued AI-driven demand. Those expectations reflect nearly 57% EPS growth and 32% sales growth.
UnitedHealth is Staging an Impressive TurnaroundTrading near its 52-week high, UnitedHealth Group’s stock has been on an impressive rebound after facing increased regulatory scrutiny, higher-than-expected Medicare Advantage utilization, and uncertainty surrounding reimbursement trends.
With those headwinds starting to subside, investors are starting to re-recognize the company's industry-leading scale. Although Q2 sales are expected to dip 1% to $110.05 billion, quarterly EPS is expected to be up 18% to $4.84, reflecting the health giant’s more promising execution.
Of course, what has also kept investors engaged is that UNH offers a very respectable 2.16% annual dividend yield that equates to $9.28 per share quarterly.
Bottom LineQuarterly earnings often create volatility, but they can also present opportunities to accumulate shares of industry leaders with durable competitive advantages.
GE Aerospace and Taiwan Semiconductor are currently sporting a Zacks Rank #2 (Buy), with UnitedHealth Group stock boasting a Zacks Rank #1 (Strong Buy). Investors looking to strengthen their portfolios as the Q2 earnings season heats up may find these three blue-chip companies worthy of closer consideration.
Rivian po spuštění levnějšího R2 zvýšil celoroční výrobní výhled z 67 000 na 70 000 vozů. Přesto článek varuje, že plánované emise akcií až za 8 miliard USD do roku 2028 mohou zisky výrazně zředit.
Currently trading for around $18 per share, Rivian Automotive (RIVN +1.21%) has fallen by 82.5% since its 2021 initial public offering (IPO).
Most longtime Rivian investors remain underwater, but new investors could profit following the recent launch of the EV maker's lower-priced R2 line. That said, while the R2 may revive growth, it may not move the needle for the stock.
Image source: Getty Images.
How the R2 could get Rivian out of its slump When Rivian first went public, investors were willing to pay high premiums for would-be "Tesla killers" that could challenge the EV market leader. However, as results clashed with expectations, the prices of Rivian and other electric car stocks cratered.
Today's Change
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More recently, however, Rivian has held fairly steady amid the hype surrounding the launch of the R2 vehicle. Priced much lower than Rivian's initial R1S and R1T models, this new line could represent an inflection point. Recent results and outlook updates support this view.
Big potential, but there's a caveat Last quarter, Rivian reported 12,194 vehicle deliveries, well ahead of prior guidance. A big reason for this was June's launch of the R2 SUV, with a sticker price of $57,990.
In addition, management increased its full-year production guidance, raising the ceiling from 67,000 to 70,000 vehicles. In the years ahead, high growth could persist. Yet while forecasts call for growth to accelerate from 34.2% this year to 61.6% in 2027, they also call for annual losses of $2.61 and $2.28 per share, respectively.
Also, Rivian plans to fund expansion through dilutive share sales, aiming to raise up to $8 billion through 2028. Compared to Rivian's current $25 billion market cap, this level of dilution could really water down gains, even if profitability arrives sooner than expected. Hence, it may be a while before a surge in production growth leads to big gains for Rivian shares.
McKesson v posledním obchodním dni klesl o 1,1 % na 803,37 USD, zatímco S&P 500 vzrostl o 0,38 %. Trh čeká výsledky za 5. srpna 2026; odhad EPS činí 9,59 USD.
In the latest close session, McKesson (MCK - Free Report) was down 1.1% at $803.37. This move lagged the S&P 500's daily gain of 0.38%. At the same time, the Dow added 0.02%, and the tech-heavy Nasdaq gained 0.9%.
Heading into today, shares of the prescription drug distributor had gained 4.17% over the past month, lagging the Medical sector's gain of 4.34% and outpacing the S&P 500's gain of 1.27%.
The investment community will be closely monitoring the performance of McKesson in its forthcoming earnings report. The company is scheduled to release its earnings on August 5, 2026. In that report, analysts expect McKesson to post earnings of $9.59 per share. This would mark year-over-year growth of 16.1%. Alongside, our most recent consensus estimate is anticipating revenue of $104.39 billion, indicating a 6.7% upward movement from the same quarter last year.
For the full year, the Zacks Consensus Estimates project earnings of $44.28 per share and a revenue of $432.77 billion, demonstrating changes of +13.22% and +7.27%, respectively, from the preceding year.
It is also important to note the recent changes to analyst estimates for McKesson. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0% higher. Currently, McKesson is carrying a Zacks Rank of #2 (Buy).
Looking at its valuation, McKesson is holding a Forward P/E ratio of 18.34. This valuation marks a premium compared to its industry average Forward P/E of 17.08.
It's also important to note that MCK currently trades at a PEG ratio of 1.34. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. MCK's industry had an average PEG ratio of 1.86 as of yesterday's close.
The Medical - Dental Supplies industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 64, positioning it in the top 27% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Pomerantz LLP vyšetřuje možné porušení zákona ze strany Primoris Services Corporation a upozorňuje na prudké snížení celoročního upraveného výhledu EBITDA z 560–580 milionů USD na 480–500 milionů USD.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Primoris Services Corporation (“Primoris” or the “Company”) (NYSE: PRIM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Primoris and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 5, 2026, Primoris issued a press release reporting its financial results for the first quarter of 2026. Primoris reported results below analyst expectations and slashed full-year adjusted EBITDA guidance from $560-$580 million to $480-$500 million. Primoris attributed the reduction to lower renewable energy activity, delayed project starts, and increased costs on renewable energy projects.
On this news, Primoris’s stock price fell $101.69 per share, or 50.11%, to close at $101.23 per share on May 6, 2026.
Then, on June 22, 2026, Primoris issued a press release “announc[ing] a series of business updates including the departure of its Chief Operating Officer (‘COO’), effective today.” The press release also disclosed that “[a]dditional challenges and cost overruns were identified as a result of continued progress on projects in the Company’s Renewables business, including through an ongoing assessment by a third-party industry expert.” Primoris advised that it “also anticipat[es] lower revenue and gross profit for the full year 2026, primarily driven by lower expected revenue and gross profit in the Renewables business” and “now expects revenue in the Renewables business for the full year 2026 to be approximately $2.1 billion, compared to approximately $3.0 billion for the full year of 2025.” Accordingly, Primoris disclosed that it “anticipat[es] lower revenue and gross profit for the full year 2026, primarily driven by lower expected revenue and gross profit in the Renewables business” and “now expects revenue in the Renewables business for the full year 2026 to be approximately $2.1 billion, compared to approximately $3.0 billion for the full year of 2025.”
On this news, Primoris’s stock price fell $23.39 per share, or 21.59%, to close at $84.95 per share on June 23, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Pomerantz LLP vyšetřuje společnost Certara kvůli možnému porušení zákonů o cenných papírech. Firma už dříve oznámila pokles tržeb ze služeb o 4 % na 57,2 mil. USD, pokles služebních zakázek o 14 % na 66,6 mil. USD a odchod finančního ředitele Johna Gallaghera.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Certara, Inc. (“Certara” or the “Company”) (NASDAQ: CERT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Certara and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 11, 2026, Certara reported its first quarter 2026 financial results. Certara disclosed that services revenue declined 4% year-over-year to $57.2 million, while services bookings declined 14% year-over-year to $66.6 million. In discussing the quarter, Certara said that it saw “softer performance from Tier 1 customers in MIDD services” and that services performance was “mixed.” The Company also announced its exit from the regulatory business in their service segment. I n response to a question about consistency between software and services performance, Certara said that there had been “a lot of inconsistency and back and forth” over the last few quarters.
On this news, Certara’s stock price fell $1.18 per share, or approximately 19%, to close at $5.13 on May 11, 2026.
Then, on June 17, 2026, Certara announced that John Gallagher, the Company’s Chief Financial Officer, had notified Certara of his intent to resign from his office effective as of the end of the day on July 14, 2026.
On this news, Certara’s stock price fell $0.49 per share, or 8.13%, to close at $5.54 per share on June 18, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
e.l.f. Beauty (ELF - Free Report) ended the recent trading session at $72.25, demonstrating a -3.79% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.02%, and the technology-centric Nasdaq increased by 0.9%.
Shares of the cosmetics company witnessed a gain of 17.36% over the previous month, beating the performance of the Consumer Staples sector with its loss of 0.78%, and the S&P 500's gain of 1.27%.
The upcoming earnings release of e.l.f. Beauty will be of great interest to investors. The company is predicted to post an EPS of $0.73, indicating a 17.98% decline compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $424.55 million, indicating a 20.02% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $3.31 per share and revenue of $1.86 billion, which would represent changes of +5.75% and +13.64%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for e.l.f Beauty. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.25% higher. As of now, e.l.f. Beauty holds a Zacks Rank of #3 (Hold).
In the context of valuation, e.l.f. Beauty is at present trading with a Forward P/E ratio of 22.68. This indicates no noticeable deviation in contrast to its industry's Forward P/E of 22.68.
Also, we should mention that ELF has a PEG ratio of 2.14. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The average PEG ratio for the Cosmetics industry stood at 0.68 at the close of the market yesterday.
The Cosmetics industry is part of the Consumer Staples sector. Currently, this industry holds a Zacks Industry Rank of 205, positioning it in the bottom 17% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
SoundHound AI je letos dole o 37 % a obchoduje se 68 % pod rekordem z roku 2024. Tržby v 1. čtvrtletí vzrostly o 52 % na rekordních 44,2 milionu USD, ale tempo růstu zpomaluje.
While many artificial intelligence (AI) stocks are outperforming the broader market right now, not every name in this space has been a winner. SoundHound AI (SOUN +3.08%) stock is down 37% this year, and it recenty was trading 68% below its 2024 record high.
SoundHound AI is a leading developer of conversational AI software, which is currently used by some of the world's biggest brands across industries such as automotive manufacturing, hospitality, healthcare, and more.
Investors have trimmed their exposure to its stock because of its sky-high valuation, but it's starting to look attractive after its recent losses. Is it time to buy the dip?
Image source: The Motley Fool.
SoundHound is rapidly expanding SoundHound developed a series of in-house conversational AI software products. They include Dynamic Drive-Thru and Dynamic Kiosk for quick-service restaurants, which autonomously take customer orders so employees can focus on other tasks. Then there is the Voice AI platform, which allows car brands to install highly intuitive voice-activated AI experiences into their vehicles.
But SoundHound also expanded over the last few years by acquiring other companies. It bought rival conversational AI company Amelia in 2024, and it recently launched the Amelia 7 platform, which businesses can use to build custom AI agents to serve customers or help employees streamline their workflows. Resorts World Las Vegas uses Amelia to autonomously handle more than half of its incoming customer calls, freeing up employees to provide guests with high-touch luxury experiences.
In April of this year, SoundHound announced plans to acquire LivePerson, which built an AI-powered digital engagement platform that processes message conversations on behalf of businesses and their customers. It powers more than 1 billion messages per month across websites, social media, and chat applications, saving valuable time that would otherwise be spent managing phone calls or email correspondence.
SoundHound's revenue growth is fast, but slowing SoundHound's revenue soared by 52% year over year during the first quarter of 2026, to come in at a record $44.2 million. While that sounds like a spectacular result, the company's revenue grew at a much faster pace of 151% during the same quarter of 2025. Some investors might be concerned about the apparent loss of momentum, which is one reason for the steep decline in SoundHound stock.
However, the recent acquisition of LivePerson is about to provide a temporary boost to SoundHound's financial results. Management estimates the company's annual revenue will come in somewhere between $225 million and $260 million in 2026, but that number could grow to $400 million in 2027 once LivePerson's revenue is included. Management says there could be as much as $100 million in potential upside, depending on operational performance.
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While that is great news, investors also have to keep an eye on SoundHound's mounting losses, because scaling an AI business isn't cheap. During the first quarter, the company suffered a generally accepted accounting principles (GAAP) net loss of $25 million and an adjusted net loss of $26.5 million. Both figures worsened from the same quarter last year.
SoundHound had $216 million in cash and cash equivalents on hand as of March 31, so it can afford to lose money at the current pace for at least the next year or so. But if it isn't profitable by then, it might have to raise more money, diluting existing shareholders and hurting their future potential returns.
SoundHound stock isn't cheap just yet, but it's getting there SoundHound had a price-to-sales (P/S) ratio of around 100 when its stock peaked in late 2024, which made it extremely expensive. For some context, the Nasdaq-100 technology index currently trades at a P/S ratio of just 6.4.
But the combination of SoundHound's revenue growth and the 68% decline in its stock has pushed its P/S ratio down to a more reasonable level of around 15.
SOUN PS Ratio data by YCharts
SoundHound isn't necessarily cheap just yet, but if we assume the company will generate $400 million in revenue next year, as management expects, then its forward P/S ratio is just 7.2. That is quite attractive given how fast SoundHound is expanding. Plus, AI software is likely to touch every industry in the future, so the company could have an enormous addressable market.
Nevertheless, SoundHound is still in the early stages of commercializing its product portfolio, so investors who buy its stock today should maintain a five-year time horizon to smooth out any potential volatility and maximize their chances of earning a positive return. It's also a good idea to keep a small position, just in case this opportunity doesn't work out.
BAH uzavřel na 63,56 USD, což představuje denní pokles o 1,91 % a za poslední měsíc ztrátu 13,08 %. Investoři čekají na výsledky 24. července 2026; trh odhaduje EPS 1,49 USD a tržby 2,8 miliardy USD.
Booz Allen Hamilton (BAH - Free Report) closed at $63.56 in the latest trading session, marking a -1.91% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.02%, and the Nasdaq, a tech-heavy index, added 0.9%.
The stock of defense contractor has fallen by 13.08% in the past month, lagging the Business Services sector's gain of 3.64% and the S&P 500's gain of 1.27%.
Market participants will be closely following the financial results of Booz Allen Hamilton in its upcoming release. The company plans to announce its earnings on July 24, 2026. In that report, analysts expect Booz Allen Hamilton to post earnings of $1.49 per share. This would mark year-over-year growth of 0.68%. Simultaneously, our latest consensus estimate expects the revenue to be $2.8 billion, showing a 4.24% drop compared to the year-ago quarter.
BAH's full-year Zacks Consensus Estimates are calling for earnings of $6.24 per share and revenue of $11.41 billion. These results would represent year-over-year changes of -4.15% and +1.74%, respectively.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Booz Allen Hamilton. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.18% higher. Currently, Booz Allen Hamilton is carrying a Zacks Rank of #3 (Hold).
In terms of valuation, Booz Allen Hamilton is presently being traded at a Forward P/E ratio of 10.38. For comparison, its industry has an average Forward P/E of 12.77, which means Booz Allen Hamilton is trading at a discount to the group.
We can additionally observe that BAH currently boasts a PEG ratio of 3.69. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Consulting Services industry currently had an average PEG ratio of 1.05 as of yesterday's close.
The Consulting Services industry is part of the Business Services sector. This industry, currently bearing a Zacks Industry Rank of 107, finds itself in the top 44% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Transaction expands WLFC’s lease portfolio by an additional 12 aircraft and 13 engines July 14, 2026 17:18 ET | Source: Willis Lease Finance Corp.
COCONUT CREEK, Fla., July 14, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (the “Company” or “WLFC”), the leading lessor of commercial aircraft engines and global provider of aviation services, today announced that it has signed a definitive agreement to acquire 12 commercial aircraft and 13 aircraft engines.
The acquisition complements WLFC’s broader asset management, technical, and aftermarket capabilities, strengthening the Company’s ability to support customers worldwide throughout the aviation asset lifecycle.
“This transaction provides an opportunity to grow our portfolio as well as customer base,” said Austin C. Willis, Chief Executive Officer of WLFC. “It also strengthens our aircraft leasing business, where we can create additional value through engine-based programs such as ConstantThrust®.”
The transaction is subject to customary closing conditions.
Milbank LLP served as legal counsel to WLFC, and PricewaterhouseCoopers LLP provided accounting, tax and financial due diligence services to WLFC in connection with the transaction. The seller was advised by Vedder as legal counsel and by KPMG Ireland as tax and accounting advisors in connection with the transaction.
Willis Lease Finance Corporation
Willis Lease Finance Corporation leases large and regional spare commercial aircraft engines and aircraft to airlines, aircraft engine manufacturers and maintenance, repair, and overhaul providers worldwide. These leasing activities are integrated with engine and aircraft trading, engine lease pools, and asset management services through Willis Mitsui & Co. Asset Management Limited, as well as various end-of-life solutions for engines and aviation materials provided through Willis Aeronautical Services, Inc. Through Willis Engine Repair Center®, Jet Centre by Willis, and Willis Aviation Services Limited, the Company’s service offerings include Part 145 engine maintenance, aircraft line and base maintenance, aircraft disassembly, parking and storage, airport FBO and ground and cargo handling services.
Except for historical information, the matters discussed in this press release contain forward-looking statements that involve risks and uncertainties. Do not unduly rely on forward-looking statements, which give only expectations about the future and are not guarantees. Forward-looking statements speak only as of the date they are made, and we undertake no obligation to update them to reflect any change in the Company’s expectations or any change in events, conditions, or circumstances on which the forward-looking statement is based, except as required by law.
The Company’s actual results may differ materially from the results discussed in forward-looking statements. Factors that might cause such a difference include, but are not limited to: the effects on the airline industry and the global economy of events such as war, terrorist activity and the COVID-19 pandemic; changes in oil prices, rising inflation and other disruptions to world markets; trends in the airline industry and the Company’s ability to capitalize on those trends, including growth rates of markets and other economic factors; risks associated with owning and leasing jet engines and aircraft; the Company’s ability to successfully negotiate equipment purchases, sales and leases, to collect outstanding amounts due and to control costs and expenses; changes in interest rates and availability of capital, both to the Company and its customers; the Company’s ability to continue to meet changing customer demands; regulatory changes affecting airline operations, aircraft maintenance, accounting standards and taxes; the market value of engines and other assets in the Company’s portfolio; and risks detailed in the Company’s Annual Report on Form 10-K and other continuing and current reports filed with the Securities and Exchange Commission. It is advisable, however, to consult any further disclosures the Company makes on related subjects in such filings. These statements constitute the Company’s cautionary statements under the Private Securities Litigation Reform Act of 1995.
Pomerantz LLP vyšetřuje možné porušení zákonů u Cerebras po IPO a po zveřejnění výsledků za 1. čtvrtletí 2026. Akcie 24. června klesly o 44,46 USD, tedy o 19,61 %, na 182,26 USD.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Cerebras Systems Inc. (“Cerebras” or the “Company”) (NASDAQ: CBRS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Cerebras and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On or around May 14, 2026, Cerebras completed its initial public offering (“IPO”), selling 30 million shares of Class A common stock priced at $185.00 per share. Then, on June 24, 2026, Cerebras reported its financial results for the first quarter of 2026. Among other items, Cerebras reported a loss of $0.22 per share, missing analyst estimates of a $0.16-per-share loss. In addition, Cerebras forecast a narrower gross margin in its core business, excluding impact from customer warrants and data center pass-through revenues.
On this news, Cerebras’s stock price fell $44.46 per share, or 19.61%, to close at $182.26 per share on June 24, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na Microsoft byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry a investorům s nároky běží lhůta do 11. srpna 2026. Spor se týká slabšího růstu Azure, vyšších kapitálových výdajů a nižšího než čekaného počtu placených licencí Microsoft 365 Copilot.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Microsoft and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 11, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Microsoft securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On January 28, 2026, Microsoft announced disappointing results for its fiscal second quarter ended December 31, 2025. First, during the quarter Microsoft’s Azure growth had slowed suddenly and fallen below analyst expectations. During the related earnings call, CFO Amy E. Hood revealed that the slower Azure growth was primarily due to computational capacity constraints, as Microsoft had diverted CPU and GPU capacity to Copilot applications and AI-related R&D. Second, Microsoft revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing Microsoft’s capital expenditures for the first six months of its fiscal 2026 to increase to $72.4 billion compared to $88.2 billion for all of Microsoft’s fiscal 2025. Third, Microsoft revealed, for the first time, that the number of paid Microsoft 365 Copilot seats totaled only 15 million to date, materially below analyst estimates and a fraction of the more than 450 million commercial Microsoft 365 users.
On this news, the price of Microsoft stock fell nearly 10%.
Then, on February 3, 2026, The Wall Street Journal revealed, in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems,” that severe challenges and functionality issues had plagued Microsoft’s Copilot offerings, leading to Copilot losing market share during the Class Period to competing products such as Google’s Gemini. The price of Microsoft stock continued to fall in the days after Microsoft’s second quarter 2026 earnings announcement as the market continued to digest the adverse news and sources such as The Wall Street Journal revealed new adverse information.
Thereafter, on March 17, 2026, The Wall Street Journal revealed in an article titled “Microsoft Seeks More Coherence in AI Efforts With Copilot Reorganization” that Microsoft was reorganizing its Copilot product teams to unify commercial and consumer versions partly in response to the challenges revealed by The Wall Street Journal’s prior reporting on Copilot’s problem-plagued development and disappointing customer adoption.
On this news, the price of Microsoft stock continued to fall.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Citigroup ve 2. čtvrtletí zvýšila tržby na 24,8 miliardy USD, nejvíc za deset let, a čistý zisk vzrostl o 45 % na 5,8 miliardy USD. Akcie ale po výsledcích klesly o více než 4 % v after-earnings trading.
Few signals across financial services are delivered as clearly and collectively as the ones on what’s become Wall Street’s own “Super Tuesday” for bank earnings.
Five of Wall Street’s largest banks reported record revenues Tuesday (July 14). JPMorganChase, Goldman Sachs, Bank of America and others reported to their investors that, for the most part, equity markets were active, underwriting volumes had recovered, prime balances were expanding, and credit remained benign.
All of that is to banking’s benefit. Citigroup, for example, delivered second-quarter revenue reaching $24.8 billion, the highest quarterly total in a decade. Net income rose 45% to $5.8 billion, and investment banking revenue climbed 44%.
Then the stock fell more than 4% in after-earnings trading as investors reacted to the unchanged full-year return targets and plans for higher upcoming expenses related to business transformation. Management said Citi could use favorable conditions to accelerate investments, restructuring actions and severance rather than maximize the current year’s earnings.
But the less cyclical signal didn’t come from Citi’s record equities quarter, nor from the market’s narrowly focused reaction. It came from the less glamorous business responsible for moving, holding and administering corporate money, Citi’s treasury services and payments business.
Read also: Earnings Show Banks Turning Transaction Banking Into a Platform Business
Citi’s Most Durable Signal for the Quarter Was in Its Services Division Citi’s numbers for the most recent quarter showed that, inside its Services business, revenue rose 18%, average deposits increased 19% to approximately $1 trillion and cross-border transaction value climbed 13%. The division generated a 30.9% return on tangible common equity—more than twice the firm-wide level—and recorded growth across both net interest and fee revenue. Commercial card spending advanced 12%, and assets under custody and administration rose 22%.
The composition was as important as the growth. Net interest income increased 18%, helped by deposits, but noninterest revenue also rose 16%. Within Treasury and Trade Solutions, fee and other noninterest revenue increased 13%, while U.S. dollar clearing volume grew 5%.
Those numbers suggest something more consequential than another strong period for transaction banking. Citi is benefiting from an increase in the amount of financial coordination required to operate an international company. Global commerce is not simply expanding or contracting. It is becoming harder to organize.
Companies are shifting suppliers, duplicating production capacity, creating regional legal entities and redirecting trade around tariffs, sanctions, energy constraints and geopolitical risk. Artificial intelligence infrastructure investment is adding another layer of cross-border capital expenditure involving semiconductor production, data centers, power generation, equipment purchases and specialized supply chains.
The commercial opportunity is not just processing more payments. It is managing the complexity surrounding them.
Supply chains are becoming more distributed, which turns treasury into an orchestration function. Companies do not merely need faster execution. They need someone—or increasingly, a combination of bank infrastructure and software—to determine how accounts, balances, payment rails, currencies and financing should work together.
See also: Banks Bet Big on Tokenized Deposits to Power Real-Time Treasury
Payment Relationships Can Feed the Rest of Citi A bank processing a company’s daily cash flows can see when receivables change, balances accumulate, currency exposures emerge or working capital requirements increase. Those signals can create demand for foreign exchange, short-term lending, trade finance, debt issuance, hedging and other capital markets services.
The opportunity is to make the treasury relationship the institutional franchise’s distribution layer.
Citi’s quarter contained signs of that broader network effect. Average Services loans rose 10%, driven partly by working capital and export agency financing. Foreign exchange performance helped offset weaker rates trading. Banking benefited from debt and equity issuance by companies financing strategic investment and infrastructure.
Citi’s Services deposit growth was driven by operating deposits connected to clients’ underlying transaction activity, rather than by indiscriminately paying the highest rate for funds. Management said the bank was deepening existing relationships and adding clients across North America and international markets.
Read also: Citi’s Blowout Quarter Signals Whoever Owns the System Owns the Customer
The difficulty is ensuring that Citi can recognize and capture the value of that relationship across internal product lines. A global payment mandate does not automatically become a financing or capital markets relationship. The bank must connect client information, incentives, coverage and decision-making across businesses without creating conflicts or weakening risk discipline.
That makes Citi’s own remediation and technology work directly relevant to the Services strategy. The bank has spent years standardizing data, processes and controls. Management said completed remediation work is beginning to release expenses, and Citi is applying lessons from the transformation to AI and process automation. Nearly 90% of employees are using the bank’s AI tools, while more than 100 processes are being evaluated for further automation.
For Citi, the opportunity is to make the world’s financial complexity feel simpler to its clients. The risk is that the bank must first prove it can do the same for itself.
Netflix vyhlíží čtvrtletní výsledky ve čtvrtek po zavření trhu; Wall Street čeká tržby 12,57 miliardy USD a zisk 0,79 USD na akcii. Akcie od splitu klesly o více než 30 %.
Netflix (NFLX - Free Report) ) has long been one of Wall Street's premier growth stories, transforming from a DVD-by-mail company into the world's leading subscription streaming platform.
However, despite continued revenue growth, expanding profitability, and healthy free cash flow, Netflix shares have struggled to build momentum ahead of its Q2 report, which is scheduled for Thursday, July 16, after the closing bell.
The upcoming release will give investors a fresh look at subscriber-related trends, advertising growth, operating margins, and management's outlook for the remainder of 2026. While Netflix remains fundamentally strong, expectations remain elevated, making its Q2 results particularly important.
Netflix’s Q2 ExpectationsWall Street expects Netflix to generate Q2 revenue of $12.57 billion, representing 13% year-over-year growth. On the bottom line, earnings are projected to come in at $0.79 per share, nearly a 10% increase from the prior-year period.
Beyond the headline numbers, investors will likely focus on several key themes:
Subscriber/revenue commentary across international marketsAdvertising-tier monetizationOperating margin expansionFree cash flow generationManagement's full-year guidanceNetflix has evolved into a highly profitable business rather than simply a subscriber-growth story. As a result, margin expansion and monetization initiatives have become increasingly important drivers of the investment thesis.
Management has also continued to invest in live programming, sports-adjacent content, gaming initiatives, and advertising capabilities as it seeks additional long-term growth avenues beyond traditional subscriptions.
Still, adding pressure to its Q2 report is that Netflix most recently missed Q1 EPS estimates and has fallen short of earnings expectations in two of its last four quarterly reports, with an average EPS surprise of -4.79%.
Image Source: Zacks Investment Research
NFLX Has Plummeted Since Its 2025 Stock SplitNetflix completed a 10-for-1 stock split on November 17, 2025, making shares more accessible to retail investors after an extraordinary multi-year rally. While stock splits don't change a company's underlying fundamentals, they often coincide with strong momentum and can help broaden investor participation.
However, that hasn't been the case so far for Netflix. Since the split, NFLX has fallen more than 30% and recently hit a 52-week low of $70 a share in late June.
With that in mind, Netflix's upcoming Q2 report could prove pivotal. Better-than-expected earnings, stronger guidance, or encouraging commentary surrounding its advertising business and long-term growth initiatives could hopefully help NFLX get its mojo back and reignite bullish momentum.
Image Source: Zacks Investment Research
Netflix’s Valuation is More Reasonable Although Netflix has historically commanded one of the richest earnings multiples among large-cap media companies, NFLX is now trading at a much more reasonable forward P/E ratio of 20X.
Netflix stock has moved closer to its Zacks Broadcast Radio and Television Industry average of 13X forward earnings, and is now offering a slight discount to the benchmark S&P 500.
What may also intrigue investors is that NFLX is trading at a 42% discount to its five-year median of 35X forward earnings and is well below a high of 65X during this period.
Image Source: Zacks Investment Research
Long-Term Fundamentals Still Look AttractiveAlthough short-term volatility around earnings is always possible, Netflix remains one of the highest-quality companies in the consumer discretionary sector.
Its expanding advertising platform, growing operating leverage, international opportunities, and robust content library provide multiple avenues for long-term growth. Combined with consistent free cash flow generation and a fortress-like balance sheet, Netflix remains well-positioned to compete effectively as streaming continues to evolve.
At the end of Q1, Netflix’s cash and equivalents had ballooned to over $12 billion, with the streaming giant having over $61 billion in total assets compared to around $30 billion in total liabilities.
Image Source: Zacks Investment Research
Furthermore, while Netflix no longer reports quarterly subscribers, it highlighted ongoing paid net additions and strong momentum in its ad-supported tier during Q1.
The company stated its $8.99 ad-supported plan accounted for more than 60% of new sign-ups in markets where the option is available. That momentum continued into the second quarter, with Netflix announcing at its May 2026 Upfront presentation that the ad-supported tier now reaches more than 250 million monthly active viewers worldwide, underscoring the growing scale of its advertising business.
Having already surpassed 325 million paid subscribers globally at the end of 2025, Netflix has maintained a commanding lead over streaming competitors despite increased competition from Disney (DIS - Free Report) ), Amazon (AMZN - Free Report) ), Warner Bros. Discovery (WBD - Free Report) ), and Paramount Skydance (PSKY - Free Report) .
This unmatched scale gives Netflix significant pricing power and provides a larger audience to monetize through its rapidly expanding advertising platform.
Bottom LineNetflix's Q2 report could provide the catalyst investors have been waiting for, particularly if management delivers stronger guidance, continued margin expansion, and encouraging commentary surrounding advertising and subscriber growth.
That said, Netflix stock currently lands a Zacks Rank #3 (Hold), suggesting investors may want to await management's post-earnings outlook and additional earnings estimate revisions before initiating or adding to existing positions.
In the latest close session, Qualcomm (QCOM - Free Report) was down 3.2% at $178.10. This move lagged the S&P 500's daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.02%, and the technology-centric Nasdaq increased by 0.9%.
The stock of chipmaker has fallen by 16.68% in the past month, lagging the Computer and Technology sector's loss of 1.5% and the S&P 500's gain of 1.27%.
The upcoming earnings release of Qualcomm will be of great interest to investors. It is anticipated that the company will report an EPS of $2.21, marking a 20.22% fall compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $9.7 billion, showing a 6.46% drop compared to the year-ago quarter.
QCOM's full-year Zacks Consensus Estimates are calling for earnings of $10.77 per share and revenue of $42.67 billion. These results would represent year-over-year changes of -10.47% and -3.32%, respectively.
Investors should also note any recent changes to analyst estimates for Qualcomm. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.06% lower within the past month. Qualcomm presently features a Zacks Rank of #3 (Hold).
Looking at valuation, Qualcomm is presently trading at a Forward P/E ratio of 17.09. For comparison, its industry has an average Forward P/E of 45.9, which means Qualcomm is trading at a discount to the group.
Meanwhile, QCOM's PEG ratio is currently 4.05. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Electronics - Semiconductors industry stood at 1.75 at the close of the market yesterday.
The Electronics - Semiconductors industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 43, positioning it in the top 18% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow QCOM in the coming trading sessions, be sure to utilize Zacks.com.
Akcie IBM po předběžných výsledcích za 2. čtvrtletí klesly asi o 25 %, protože tržby, zisk i růst softwarových tržeb zaostaly za odhady. Jim Cramer přesto akcii po tomto propadu nedoporučuje kvůli přesunu firemních rozpočtů do kyberbezpečnosti, hardwaru a AI.
CNBC's Jim Cramer said Tuesday that IBM has landed on the wrong side of a major shift in corporate technology spending.
"That's the new reality, and I have no idea when it will change, which is why I can't recommend IBM, not even after today's severe decline," the "Mad Money" host said.
IBM shares tumbled about 25% after the company preannounced disappointing second-quarter results ahead of next week's scheduled earnings release. Revenue, earnings and software revenue growth all fell short of Wall Street expectations, prompting CEO Arvind Krishna to acknowledge the company "faltered" as several large customer deals failed to close.
Cramer said the shortfall is one of the clearest signs yet that companies are reshuffling their information technology budgets as artificial intelligence spending accelerates.
He said businesses are increasingly prioritizing three areas of IT spending: cybersecurity, hardware and AI "tokens," or the consumption-based costs associated with using AI models. Other technology projects, he argued, are increasingly being pushed aside.
"Unfortunately for IBM, they have too many products and services that fall into the 'other types of spending' categories, even if they also have a decent overall AI narrative," he said.
Cramer praised Krishna for taking responsibility for the disappointing quarter and said IBM still has attractive long-term businesses, with the stock now yielding more than 3%.
However, he said those positives are not enough to offset concerns that IBM will continue to get hurt by shifting corporate technology budgets.
"I'm too worried about these trends to say that IBM's now safe to buy," Cramer said. "We're at the point in the year where IT managers are putting together their budgets for 2027, and you have to assume that these three priorities I just identified will continue to dominate, which means anything outside of them has a real problem."
"I hope that IBM truly is just seeing its deals get delayed, and not canceled," he added. "But I can't tell you to buy a stock because I hope something is true."
NextEra Energy v posledním obchodním dni uzavřela na 89,54 USD, což představuje denní růst o 1,31 % a lepší výkon než S&P 500. Za poslední měsíc akcie přidaly 2,62 %.
In the latest trading session, NextEra Energy (NEE - Free Report) closed at $89.54, marking a +1.31% move from the previous day. The stock outpaced the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.02%, and the Nasdaq, a tech-heavy index, added 0.9%.
The stock of parent company of Florida Power & Light Co. has risen by 2.62% in the past month, leading the Utilities sector's gain of 1.43% and the S&P 500's gain of 1.27%.
The upcoming earnings release of NextEra Energy will be of great interest to investors. The company's earnings report is expected on July 24, 2026. The company is expected to report EPS of $1.08, up 2.86% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $7.97 billion, reflecting a 18.92% rise from the equivalent quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.01 per share and a revenue of $31.84 billion, representing changes of +8.09% and +16.16%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for NextEra Energy. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.05% higher. NextEra Energy is holding a Zacks Rank of #2 (Buy) right now.
From a valuation perspective, NextEra Energy is currently exchanging hands at a Forward P/E ratio of 22.02. Its industry sports an average Forward P/E of 18.39, so one might conclude that NextEra Energy is trading at a premium comparatively.
We can additionally observe that NEE currently boasts a PEG ratio of 2.59. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Utility - Electric Power industry had an average PEG ratio of 2.74 as trading concluded yesterday.
The Utility - Electric Power industry is part of the Utilities sector. This group has a Zacks Industry Rank of 168, putting it in the bottom 32% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow NEE in the coming trading sessions, be sure to utilize Zacks.com.
Dollar General v poslední seanci klesl o 2,67 % na 120,14 USD, zatímco S&P 500 vzrostl o 0,38 %. Investoři sledují nadcházející výsledky, čeká se EPS 2 USD a výnosy 11,17 miliardy USD.
In the latest close session, Dollar General (DG - Free Report) was down 2.67% at $120.14. This change lagged the S&P 500's daily gain of 0.38%. Elsewhere, the Dow saw an upswing of 0.02%, while the tech-heavy Nasdaq appreciated by 0.9%.
Prior to today's trading, shares of the discount retailer had gained 6.06% outpaced the Retail-Wholesale sector's gain of 0.77% and the S&P 500's gain of 1.27%.
Market participants will be closely following the financial results of Dollar General in its upcoming release. The company is expected to report EPS of $2, up 7.53% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $11.17 billion, indicating a 4.16% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $7.36 per share and a revenue of $44.4 billion, representing changes of +7.45% and +3.92%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for Dollar General. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.05% lower. Dollar General currently has a Zacks Rank of #3 (Hold).
From a valuation perspective, Dollar General is currently exchanging hands at a Forward P/E ratio of 16.76. Its industry sports an average Forward P/E of 27.98, so one might conclude that Dollar General is trading at a discount comparatively.
We can additionally observe that DG currently boasts a PEG ratio of 1.88. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Retail - Discount Stores industry stood at 2.46 at the close of the market yesterday.
The Retail - Discount Stores industry is part of the Retail-Wholesale sector. With its current Zacks Industry Rank of 7, this industry ranks in the top 3% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
RTX (RTX - Free Report) ended the recent trading session at $193.39, demonstrating a -1.53% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw an increase of 0.9%.
Coming into today, shares of the an aerospace and defense company had gained 6.94% in the past month. In that same time, the Aerospace sector lost 2.26%, while the S&P 500 gained 1.27%.
The investment community will be paying close attention to the earnings performance of RTX in its upcoming release. The company is slated to reveal its earnings on July 23, 2026. The company is expected to report EPS of $1.66, up 6.41% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $22.83 billion, reflecting a 5.8% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates project earnings of $6.92 per share and a revenue of $93.95 billion, demonstrating changes of +10.02% and +6.03%, respectively, from the preceding year.
Investors might also notice recent changes to analyst estimates for RTX. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.15% increase. Currently, RTX is carrying a Zacks Rank of #2 (Buy).
In the context of valuation, RTX is at present trading with a Forward P/E ratio of 28.37. Its industry sports an average Forward P/E of 22.35, so one might conclude that RTX is trading at a premium comparatively.
Investors should also note that RTX has a PEG ratio of 2.69 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Aerospace - Defense industry had an average PEG ratio of 1.55.
The Aerospace - Defense industry is part of the Aerospace sector. This industry, currently bearing a Zacks Industry Rank of 107, finds itself in the top 44% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Na Intuit byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o růstu a silných vyhlídkách, zejména u TurboTax. Firma dříve snížila celoroční výhled růstu tržeb TurboTax na 7 % z 8 % pro fiskální rok 2026.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-07086, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Intuit securities between August 22, 2025 and May 20, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Intuit securities during the Class Period, you have until September 8, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Intuit provides financial management, payments and capital, compliance, and marketing products and services in the United States. The Company has four reportable business segments: (i) Global Business Solutions; (ii) Consumer; (iii) Credit Karma; and (iv) ProTax. Intuit’s Consumer segment provides do-it-yourself (“DIY”) and assisted income tax preparation products and services under the “TurboTax” brand name, whereas its ProTax segment provides tax-preparation software products and electronic tax filing, payment, and related products and services. The Company sells its products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels.
At all relevant times, Defendants touted purportedly significant “momentum” across Intuit’s various business segments, particularly with respect to its tax-related business. Defendants attributed this purported “momentum” to, inter alia, Intuit’s purportedly significant competitive advantages, including integration of artificial intelligence (“AI”) in its business and operations.
For example, in August 2025, Defendants provided financial guidance for Intuit’s fiscal full year (“FY”) of 2026, ended July 31, 2026, including 8% revenue growth in its TurboTax business, citing “outstanding execution across our platform” and “breakthrough adoption in assisted tax” as a result of the aforementioned purported competitive advantages.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) they had overstated Intuit’s competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; (iii) accordingly, Intuit’s previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 20, 2026, when, during pre-market hours, Reuters published an article entitled “Intuit to cut 17% of global jobs to streamline operations, memo shows”. Citing an internal Company memorandum and email from Defendant Sasan K. Goodarzi (“Goodarzi”), Intuit’s Chairman and Chief Executive Officer, to staff earlier in the day, the article reported that “Intuit . . . is laying off about 17% of its workforce, or about 3,000 employees worldwide, to streamline operations and sharpen focus on its key bets including its AI efforts[.]” The article further revealed that Intuit “is also winding down its Reno and Woodland Hills offices as part of a strategic restructuring to consolidate teams in key hubs, according to the memo.”
On this news, Intuit’s stock price fell $15.78 per share, or 3.95%, to close at $383.93 per share on May 20, 2026.
The same day, during post-market hours, Intuit issued a press release announcing its fiscal third quarter (“Q3”) 2026 results. Therein, Defendants reported weak Q3 2026 tax season revenue, including, inter alia, TurboTax revenue that grew by only 7% year-over-year, versus consensus estimates of at least 8% revenue growth. During the accompanying earnings call held the same day, also during post-market hours, Defendant Sandeep S. Aujla, Intuit’s Executive Vice President and Chief Financial Officer, acknowledged that, with respect to TurboTax, “we did not have the overall tax season we expected[.]” On the same call, Defendant Goodarzi likewise stated that he was “dissatisfied with our performance”, noting “[w]e faced pressure among the most price-sensitive DIY filers earning less than $50,000 a year”, and that “[w]e lost on price.” Defendant Goodarzi also revealed that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.” Accordingly, Defendant Goodarzi acknowledged that “we expect TurboTax to grow 7% for the full year”—down from Defendants’ prior guidance of 8% growth—and that, “[t]o reaccelerate this part of our business,” Defendants will need to “evolve our business model by delivering the right lineups and price points to meet simple filers’ needs at the low end and lean into the power of our broader Consumer platform to monetize beyond tax.”
Following these disclosures, Intuit’s stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Chubb (CB - Free Report) closed at $346.22 in the latest trading session, marking a -2.4% move from the prior day. This change lagged the S&P 500's 0.38% gain on the day. Elsewhere, the Dow gained 0.02%, while the tech-heavy Nasdaq added 0.9%.
Shares of the insurer have appreciated by 8.5% over the course of the past month, outperforming the Finance sector's gain of 2.89%, and the S&P 500's gain of 1.27%.
Analysts and investors alike will be keeping a close eye on the performance of Chubb in its upcoming earnings disclosure. The company's earnings report is set to go public on July 21, 2026. On that day, Chubb is projected to report earnings of $6.6 per share, which would represent year-over-year growth of 7.49%. Meanwhile, our latest consensus estimate is calling for revenue of $15.89 billion, up 7.26% from the prior-year quarter.
CB's full-year Zacks Consensus Estimates are calling for earnings of $26.76 per share and revenue of $64.36 billion. These results would represent year-over-year changes of +7.95% and +7.33%, respectively.
Investors might also notice recent changes to analyst estimates for Chubb. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.16% lower. Right now, Chubb possesses a Zacks Rank of #3 (Hold).
In terms of valuation, Chubb is presently being traded at a Forward P/E ratio of 13.26. This valuation marks a premium compared to its industry average Forward P/E of 12.02.
It is also worth noting that CB currently has a PEG ratio of 1.81. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Insurance - Property and Casualty industry had an average PEG ratio of 3.05 as trading concluded yesterday.
The Insurance - Property and Casualty industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 97, positioning it in the top 40% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Akcie Cardinal Health uzavřely o 1,52 % níže, zatímco trh rostl. Investoři čekají na výsledky 11. srpna 2026; odhad EPS je 2,42 USD a tržby 65,61 miliardy USD.
Cardinal Health (CAH - Free Report) ended the recent trading session at $230.11, demonstrating a -1.52% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw an increase of 0.9%.
The stock of prescription drug distributor has risen by 3.21% in the past month, lagging the Medical sector's gain of 4.34% and overreaching the S&P 500's gain of 1.27%.
The upcoming earnings release of Cardinal Health will be of great interest to investors. The company's earnings report is expected on August 11, 2026. In that report, analysts expect Cardinal Health to post earnings of $2.42 per share. This would mark year-over-year growth of 16.35%. Meanwhile, our latest consensus estimate is calling for revenue of $65.61 billion, up 9.06% from the prior-year quarter.
For the full year, the Zacks Consensus Estimates project earnings of $10.77 per share and a revenue of $256.24 billion, demonstrating changes of +30.7% and +15.12%, respectively, from the preceding year.
Investors should also note any recent changes to analyst estimates for Cardinal Health. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.29% higher within the past month. Cardinal Health currently has a Zacks Rank of #2 (Buy).
Valuation is also important, so investors should note that Cardinal Health has a Forward P/E ratio of 19.45 right now. This signifies a premium in comparison to the average Forward P/E of 17.08 for its industry.
It is also worth noting that CAH currently has a PEG ratio of 1.14. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Medical - Dental Supplies industry had an average PEG ratio of 1.86.
The Medical - Dental Supplies industry is part of the Medical sector. With its current Zacks Industry Rank of 64, this industry ranks in the top 27% of all industries, numbering over 250.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Na Zoetis byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry. Firma po výsledcích za 1. čtvrtletí snížila celoroční ziskový výhled na 6,85 až 7 USD na akcii z 7,00 až 7,10 USD.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Zoetis and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Zoetis securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 7, 2026, Zoetis reported financial results for the first quarter of 2026. Among other items, Zoetis reported net income of $601 million, flat year over year, and cut its full year 2026 profit guidance to between $6.85 and $7 a share, down from prior guidance of $7.00 to $7.10 a share. In the earnings release, CEO Kristin Peck said that “the first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand[.]”
On this news, Zoetis’s stock price fell $23.91 per share, or 21.5%, to close at $87.31 per share on May 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Northrop Grumman zahájil výstavbu nové budovy v Roy Innovation Center v Utahu pro program Sentinel amerického letectva a další obranné mise. Projekt má vytvořit stovky pracovních míst a podpořit dodání první schopnosti Sentinel do počátku 30. let.
As the largest defense contractor in Utah, the company marks a pivotal moment for growth, aerospace innovation and national defense investment July 14, 2026 17:58 ET | Source: Northrop Grumman Corporation
ROY, Utah, July 14, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman (NYSE: NOC) broke ground on a new building at its expansive Roy Innovation Center (RIC), the central campus tailor-made to develop the U.S. Air Force Sentinel Intercontinental Ballistic Missile (ICBM) program and other critical aerospace and defense missions. Northrop Grumman’s investment to expand the footprint of the Sentinel program will create hundreds of new jobs and supports the accelerated timeline to deliver Sentinel initial capability to the U.S. Air Force by the early 2030s while enabling long-term growth across multiple national security programs.
The new addition brings the RIC campus to a total of six state-of-the-art buildings and more than 1.1 million square feet of office space, providing capacity for more than 5,000 employees supporting strategic deterrence and advanced aerospace programs. Construction of the new Legacy Building begins this summer and will be completed by 2028.
As the largest defense contractor in Utah, Northrop Grumman’s continued investments in the state are having a significant economic impact while creating hundreds of new jobs across multiple missions and programs. Northrop Grumman directly employs over 11,000 Utahns and, according to a recent study, supports more than 46,000 jobs across the state, generating over $12.4 billion for the economy.
Tony Nolls, Director of Operations, Northrop Grumman; Taylor Woodbury, CEO, Woodbury Construction; Sarah Willoughby, Vice President and General Manager, Sentinel Program Director, Northrop Grumman; Spencer J. Cox, Utah Governor; Ben Davies, Corp. Vice President & President, Defense Systems, Northrop Grumman; Amanda Davis, Vice President and Sentinel EMD Program Manager, Northrop Grumman; Joshua Johnson, Vice President of Business Management, Northrop Grumman. (Photo Credit: Northrop Grumman)
"As Utah's largest aerospace and defense employer, Northrop Grumman is a cornerstone of our state's economy and a key contributor to our nation's security. We are proud to partner with Northrop Grumman as it advances aerospace innovation, strengthens advanced manufacturing, and creates high-quality jobs across Utah. Together, we are ensuring Utah remains a leader in the technologies and capabilities that support our national defense. For generations, Utah has embraced the responsibility of advancing the strategic deterrence mission, and we are proud to uphold and continue that legacy," said Utah Governor Spencer Cox.
“Utah’s world-class talent pool, strategic location to Hill Air Force Base and supportive community make it the ideal home for this expansion of Sentinel and other critical missions we support from this site,” said Ben Davies, corporate vice president and president, Northrop Grumman Defense Systems. “This groundbreaking symbolizes our longstanding commitment to the state and reinforces our investment in national security and local prosperity through an enduring presence that will support multiple missions for decades to come.”
Over the past five years, Northrop Grumman has invested $13.5 billion in infrastructure and R&D, including $2 billion dedicated to solid rocket motor capacity and capabilities—that accelerate and scale production for the Sentinel program and strengthen the broader strategic deterrence and space launch industrial base. As Sentinel continues to advance, Northrop Grumman remains focused on delivering warfighter capabilities that balance breakthrough technology, affordability and speed across a portfolio of missions that rely on our Utah facilities and teams.
Northrop Grumman is a leading global aerospace and defense technology company. Our pioneering solutions equip our customers with the capabilities they need to connect and protect the world and push the boundaries of human exploration across the universe. Driven by a shared purpose to solve our customers’ toughest problems, our employees define possible every day.
Aehr Test Systems (AEHR - Free Report) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1,200.00%. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.05, delivering a surprise of +37.5%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Aehr Test Systems, which belongs to the Zacks Electronics - Measuring Instruments industry, posted revenues of $18.84 million for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 0.72%. This compares to year-ago revenues of $14.09 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Aehr Test Systems shares have added about 236.9% since the beginning of the year versus the S&P 500's gain of 9.8%.
What's Next for Aehr Test Systems?While Aehr Test Systems 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 Aehr Test Systems 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 $14.6 million in revenues for the coming quarter and $0.16 on $86.6 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, Electronics - Measuring Instruments is currently in the top 8% 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.
inTest Corporation (INTT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of +233.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
inTest Corporation's revenues are expected to be $33 million, up 17.3% from the year-ago quarter.
Na Hub Group byla podána hromadná žaloba kvůli údajným účetním chybám a možnému porušení pravidel. Investoři s nároky mohou žádat o jmenování hlavním žalobcem do 28. srpna 2026.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On February 5, 2026, Hub Group announced that the Company’s financial statements for the first three quarters of 2025 should not be relied upon due to “an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025.” The Company revealed that its reports for those quarters “were in each case materially misstated due to the aforementioned error and should no longer be relied upon” and that “the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps.” The Company also estimated that “[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million.” As such, Hub Group stated that it “plans to restate its financial statements for the first, second and third quarters of 2025.”
On this news, Hub Group’s stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026.
Then, on May 12, 2026, Hub Group announced that it had “identified certain transactions that were prematurely or incorrectly recognized or not adequately supported,” causing its 2023 and 2024 annual reports filed with the SEC to be “materially misstated,” such that they “should no longer be relied upon.” The Company did not quantify the expected misstatement, although it “expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023.”
On this news, Hub Group’s stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Albertsons schválila hotovostní dividendu za 2. čtvrtletí fiskálního roku 2026 ve výši 0,17 USD na akcii. Vyplacena bude 7. srpna 2026 akcionářům, kteří budou držet akcie k 24. červenci 2026.
BOISE, Idaho--(BUSINESS WIRE)--Albertsons® Companies, Inc. (NYSE: ACI) (the “Company”) today announced its Board of Directors has declared a cash dividend for the second quarter of fiscal 2026 of $0.17 per share of common stock. The cash dividend is payable on Aug. 7, 2026, to stockholders of record as of the close of business on July 24, 2026.
About Albertsons Companies
Albertsons Companies is a leading food and drug retailer in the United States. As of Feb. 28, 2026, the Company operated 2,244 retail stores with 1,713 in-store pharmacies, 405 associated fuel centers, 22 dedicated distribution centers and 19 manufacturing facilities. The Company operates stores across 35 states and the District of Columbia under 22 well known banners including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, ACME, Tom Thumb, Randalls, United Supermarkets, Pavilions, Star Market, Haggen, Carrs, Kings Food Markets and Balducci's Food Lovers Market. The Company is committed to helping people across the country live better lives by making a meaningful difference, neighborhood by neighborhood. In 2025, along with the Albertsons Companies Foundation, the Company contributed $497 million in food and financial support, including $56 million through its Nourishing Neighbors Program to ensure those living in its communities and those impacted by disasters have enough to eat.
Albertsons, Safeway, Vons, Jewel-Osco, Tom Thumb, Randalls, United Supermarkets, Pavilions, Haggen and Balducci's Food Lovers Market are registered trademarks of Albertsons Companies Inc. or its subsidiaries. ACME, Carrs, Kings Food Markets, Shaw's and Star Market are trademarks of Albertsons Companies Inc. or its subsidiaries. Albertsons associated logos, product names and services are trademarks of Albertsons Companies, Inc. All other trademarks are the property of their respective owners.
Important Notice Regarding Forward-Looking Statements
This press release contains certain forward-looking statements. Statements that are not historical facts, including statements regarding the Company’s expectations, perspectives and projected financial performance, are forward-looking statements. The words “expect,” “believe,” “estimate,” “intend,” “plan” and similar expressions, when related to the Company and its subsidiaries, indicate forward-looking statements. The forward-looking statements are based on the Company’s current expectations and involve risks and uncertainties. The Company cautions that the risks and uncertainties could cause actual results to differ materially from those expressed or implied in the forward-looking statements. The Company also cautions that undue reliance should not be placed on any of the forward-looking statements, which speak only as of the date of this release. The Company undertakes no responsibility to update any of these forward-looking statements to reflect events or circumstances after the date of this report or to reflect actual outcomes. Certain potential factors that could affect our business and financial results and cause actual results to differ materially from those expressed or implied in any forward-looking statements are described in the “Risk Factors” section or other sections in our Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission (the “SEC”) on April 27, 2026, and in reports subsequently filed with the SEC and available at the SEC’s website at www.sec.gov.
CEO Guidewire Software Michael George Rosenbaum prodal 1 200 akcií za 166 164 USD v rámci předem připraveného plánu 10b5-1. Po transakci drží téměř 195 000 akcií.
Michael George Rosenbaum, the chief executive officer of Guidewire Software, Inc. (GWRE +0.28%), sold 1,200 shares of common stock at $138.47 per share on July 13, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$166,164Shares sold1,200Post-transaction shares (directly held)~195,000Post-transaction value$27.36 millionTransaction value based on SEC Form 4 weighted average sale price ($138.47); post-transaction value based on July 13, 2026 market close ($140.31).
Key questionsWhat was the regulatory basis for this transaction?
The sale was conducted under a Rule 10b5-1 trading plan established by Michael George Rosenbaum on October 14, 2025. These plans allow corporate insiders to schedule share sales in advance to meet liquidity needs while maintaining compliance with insider trading regulations.How significant is the insider's remaining direct equity position?
Following this transaction, the Chief Executive Officer continues to hold nearly 195,000 shares of common stock directly. This position is valued at $27.36 million based on the market close price of $140.31 on July 13, 2026.What are the core business operations of Guidewire Software?
Guidewire Software serves as a global provider of software solutions for the property and casualty insurance industry, offering platforms such as InsuranceSuite and InsuranceNow to manage core operations, including policies, billing, and claims.What is the company's recent financial performance?
Guidewire Software reported trailing twelve-month revenue of $1.4 billion and net income of $159.8 million. The company currently maintains a market capitalization of $11.3 billion as of the July 10 market close.Company OverviewMetricValueShare Price (as of market close 2026-07-10)$136.13Market Capitalization$11.3 billionRevenue (TTM)$1.4 billionNet Income (TTM)$159.8 millionCompany SnapshotGuidewire Software provides comprehensive software solutions for the property and casualty insurance industry, with primary offerings including Guidewire InsuranceSuite (featuring PolicyCenter, BillingCenter, and ClaimCenter applications) and Guidewire InsuranceNow, a cloud-native platform for integrated policy, billing, and claims administration.The company operates a subscription and SaaS-based business model, generating revenue through software licensing, cloud services, and professional services engagements that support implementation and customization of its platforms for client insurers.Guidewire's primary customers are property and casualty insurance carriers of varying sizes, ranging from regional and mid-market insurers to large national and international insurance enterprises seeking to modernize their core operational systems.Guidewire Software is a market-leading provider of digital transformation solutions for the global insurance industry, with a market capitalization of $11.3 billion and TTM revenue of $1.4 billion. The company maintains a competitive advantage through its specialized expertise in insurance-specific workflows and its comprehensive, integrated platform approach that addresses the full spectrum of policy, billing, and claims operations. Guidewire's strategic positioning in the high-growth insurance software market reflects strong demand for cloud-based, modernized systems among insurers navigating digital transformation imperatives.
What this transaction means for investorsRosenbaum parted with 1,200 shares under a plan he set in October while still holding nearly 195,000 shares worth about $27 million. That's a trim of well under 1% and the kind of scheduled liquidity a CEO takes without it saying anything about the business. He’s been making such small sales on a roughly weekly basis for the past few months, but unless the selling intensifies, it doesn’t really signal too much.
Meanwhile, Guidewire has been performing solidly despite a steep 37% decline in its stock price over the past year, as many firms in the software space deal with increased investor scrutiny over ARR growth and guidance. The firm’s fiscal third-quarter revenue jumped 27% to $373 million, annual recurring revenue climbed 19% to $1.147 billion, and subscription revenue grew 35% as insurers kept migrating their core systems to its cloud. The company landed cloud wins in the quarter and raised its full-year revenue outlook to as high as $1.47 billion. On the earnings call, Rosenbaum told investors "it could be a record Q4” but investors are clearly hoping for more.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Sezzle oznámí výsledky za 2. čtvrtletí 2026 po uzavření trhu 6. srpna 2026 a téhož dne uspořádá konferenční hovor v 17:00 ET. Management pak vystoupí na několika investorských konferencích 13. srpna, 15. září (dopoledne), 15. září (odpoledne) a 17. září 2026.
Minneapolis, MN, July 14, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, will release its second quarter 2026 results after the market close on August 6, 2026. The Company will host a conference call and webcast at 5:00 p.m. ET that same day. The earnings presentation will be available shortly after market close, via the Company’s Investor Relations page. Investors are encouraged to submit questions in advance of the call by emailing [email protected].
Conference Call Registration
Participants can register for the conference call or webcast by navigating to:
https://dpregister.com/sreg/10210687/104810a8d77
Upon registration, attendees will receive dial-in credentials and a link to the live webcast. A replay will be available on the Investor Relations page following the call.
Upcoming Investor Conferences
Sezzle management will participate in the following investor conferences:
August 13, 2026: 8th Annual Needham Virtual FinTech & Digital Transformation Conference.September 15, 2026 (morning): Oppenheimer FinTech Leaders Conference.September 15, 2026 (afternoon): FT Partners FinTech Conference.September 17, 2026: BTIG Consumer Finance Conference. The Company’s latest investor presentation will be available on its Investor Relations page ahead of the events.
Jack Fagan
Investor Relations
(651) 240-6001 [email protected] Erin Foran
Media Inquiries
(651) 403-2184 [email protected] About Sezzle Inc.
Sezzle is a forward-thinking fintech company committed to financially empowering the next generation. Through its purpose-driven payment platform, Sezzle enhances consumers' purchasing power by offering access to point-of-sale financing options and digital payment services—connecting millions of customers with its global network of merchants. Centered on transparency, inclusivity, and ease of use, Sezzle empowers consumers to manage spending responsibly, take charge of their finances, and achieve lasting financial independence.
Brookfield Corporation vybudovala pojišťovací platformu s aktivy přes 180 miliard USD a chce je do roku 2030 zvýšit na 350 miliard USD. Pojišťovna je nyní hlavním motorem růstu zisku.
Brookfield Corporation (BN +0.69%) has been quietly building an investment-led insurance platform. This strategy has provided it with a growing source of perpetual capital to invest, enabling it to generate more fee-based income. The company has grown its insurance portfolio to over $180 billion in assets.
That's only the beginning. Here's why insurance is becoming Brookfield's next growth engine.
Image source: The Motley Fool.
Quietly building an insurance behemoth one deal at a time Brookfield initially formed its dedicated insurance platform in 2021 with the creation and spinoff of Brookfield Asset Management Reinsurance Partners, which it later renamed Brookfield Wealth Solutions (BNT +0.78%). The company initially created a separate insurance arm to grow that platform. It has certainly done that over the past five years.
The biggest growth driver has been acquisitions. Brookfield Wealth Solutions bought American National ($5.1 billion in 2022), Argo ($1.1 billion in 2023), AEL ($4.3 billion in 2024), and Just Group ($3.2 billion in 2026). These deals have helped grow its total capital from $5.7 billion in 2022 to $19.8 billion at the end of last year, while increasing its insurance assets from $45 billion to over $180 billion. Meanwhile, its distributable earnings have skyrocketed from $30 million in 2021 to $1.7 billion last year.
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Only the beginning Brookfield is about to embark on the next phase of its investment-led insurance growth strategy by recombining with Brookfield Wealth Solutions. Shareholders will vote on the deal later this week, which the company hopes to close by year-end. The combination will simplify its corporate structure, provide its insurance operations with greater access to Brookfield's corporate balance sheet, and give it greater flexibility to optimize its long-term expansion.
The company aims to grow its insurance assets to $350 billion by 2030. While Brookfield plans to continue making acquisitions, it expects organic growth to do most of the heavy lifting going forward. It sees a combination of the recently closed Just Group deal, annuity growth, and asset rotation and optimization of its existing insurance assets, boosting the distributable earnings of its wealth solutions platform to $4.8 billion by 2030. Meanwhile, it anticipates that future acquisitions will push this segment's earnings up over $5.5 billion.
That's a meaningful growth engine for the leading global investment firm. Brookfield currently expects the combined company to grow its earnings at a 25% compound annual rate through 2030. The company anticipates its wealth solutions business to contribute 34% of its total earnings growth during that period. That's the biggest growth driver, well ahead of the growth contribution it expects from capital allocation (23%), carried interest (22%), asset management (19%), and its operating businesses (2%).
Brookfield has quietly built up a leading insurance platform over the past few years. That business has become a major growth driver for the company. It will play a starring role in supporting Brookfield's plans to deliver 25% compound annual earnings growth through 2030. That robust earnings growth should significantly boost Brookfield's stock, which it expects will be worth about $140 by 2030. With its share price currently in the low-$40's, Brookfield's high-powered insurance-driven growth profile makes it look like one of the best financial stocks to buy and hold for the long term right now.
Matt DiLallo has positions in Brookfield Corporation and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield Corporation and Brookfield Wealth Solutions. The Motley Fool has a disclosure policy.
Copa Holdings v červnu zvýšila kapacitu (ASM) o 16,4 % a přepravu cestujících (RPM) o 13,3 % meziročně. Load factor klesl na 85,2 %, tedy o 2,3 procentního bodu.
PANAMA CITY, July 14, 2026 (GLOBE NEWSWIRE) -- Copa Holdings, S.A. (NYSE: CPA) today released preliminary passenger traffic statistics for June 2026:
Copa Holdings (Consolidated)June
2026June
2025% ChangeASM (mm)(1)3,090.8 2,654.3 16.4% RPM (mm)(2)2,631.8 2,322.3 13.3% Load Factor(3)85.2% 87.5% -2.3p.p. Available seat miles - represents the aircraft seating capacity multiplied by the number of miles the seats are flown.Revenue passenger miles - represents the number of miles flown by revenue passengersLoad factor - represents the percentage of aircraft seating capacity that is utilized
For June 2026, Copa Holdings' capacity (ASMs) increased by 16.4%, while system-wide passenger traffic (RPMs) increased by 13.3% compared to 2025. As a result, the system load factor for the month was 85.2%, 2.3 percentage points lower than in June 2025.
Copa Holdings is a leading Latin American provider of passenger and cargo services. The Company, through its operating subsidiaries, provides service to countries in North, Central, and South America and the Caribbean. For more information, visit ir.copaair.com.
Pomerantz LLP vyšetřuje Solstice Advanced Materials kvůli možnému podvodu s cennými papíry po oznámení akvizice společnosti Element Solutions za zhruba 14,5 miliardy USD. Akcie Solstice 6. července klesly o 15,14 % na 68,05 USD, což představovalo pokles o 12,14 USD.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Solstice Advanced Materials, Inc. (“Solstice” or the “Company”) (NASDAQ: SOLS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Solstice and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On July 6, 2026, Solstice issued a press release announcing an agreement to acquire Element Solutions (“Element”) “in a cash-and-stock transaction valued at approximately $14.5 billion, including the assumption of net debt.” Although Solstice’s Chief Executive Officer described the “combined company [as] very well-positioned to benefit from generational tailwinds in high-growth end markets” and touting Element’s purportedly “highly complementary capabilities, deep customer relationships and a technical service-led model”, Solstice’s stock price fell sharply as the market reacted to news of the Element acquisition, closing at $68.05 per share on July 6, 2026 – representing a decline of $12.14 per share, or 15.14%, from the Company’s July 2, 2026 closing price.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Jefferies vidí Amazon před výsledky za 2. čtvrtletí dobře pozicovaný díky silnému Prime Day a zrychlujícímu růstu AWS. Očekává růst tržeb AWS kolem 32 %.
Amazon.com Inc (NASDAQ:AMZN) is well-positioned heading into its second-quarter earnings report, according to Jefferies, which reiterated the e-commerce and cloud computing giant as a top pick, citing resilient consumer spending during Prime Day, accelerating Amazon Web Services (AWS) growth and what it views as a discounted valuation.
Jefferies wrote that its proprietary survey of 685 consumers indicated that Prime members continued to increase spending despite inflationary pressures. Among shoppers who participated in Prime Day this year and last year, 54% reported spending more than 10% more year over year, while Amazon remained the preferred shopping destination for many consumers.
Jefferies wrote that its survey indicated Prime members increased their spending during this year's Prime Day, with 54% of returning participants reporting they spent more than 10% more than a year earlier. The analysts also highlighted that higher prices have not discouraged shoppers, noting that 25% of respondents said they use Amazon more to seek value amid inflation.
Beyond retail, Jefferies highlighted AWS as a key driver heading into the quarter. The firm expects AWS backlog growth to continue accelerating from the 93% year-over-year increase reported in the first quarter and approach $500 billion, supporting further revenue growth.
Jefferies expects AWS revenue growth of about 32% in the second quarter, while noting investor expectations are for growth of more than 33%, compared with 28% growth in the first quarter.
The analysts also highlighted several indicators supporting AWS demand, including Anthropic's expanded long-term cloud commitment, recent EC2 price increases and growing demand for AI inferencing workloads.
On valuation, Jefferies wrote that Amazon trades at approximately 12 times next-12-month enterprise value to EBITDA, below Alphabet at roughly 17 times and Walmart at about 19 times, as well as below Amazon's own 10-year average multiple.
Shares traded hands at $247 on Tuesday afternoon, up about 7% so far this year.
Jefferies highlighted that Amazon shares have fallen about 7% since first quarter results, which it views as creating a more attractive entry point. The analysts maintained that improving AWS fundamentals and resilient retail performance support a favorable risk-reward profile.
Looking ahead to the earnings release, Jefferies noted that investors will be watching capital expenditure guidance and free cash flow, signs of continued AWS demand, and the impact of Prime Day shifting into the second quarter this year, which could create more challenging retail comparisons in the third quarter.
Procter & Gamble schválila čtvrtletní dividendu 1,0885 USD na jednu akcii, splatnou na nebo po 17. srpnu 2026 akcionářům k 24. červenci 2026. Dividendu vyplácí už 136 let v řadě a 70 let ji každoročně zvyšuje.
CINCINNATI--(BUSINESS WIRE)--The Board of Directors of The Procter & Gamble Company (NYSE:PG) declared a quarterly dividend of $1.0885 per share on the Common Stock and on the Series A and Series B ESOP Convertible Class A Preferred Stock of the Company, payable on or after August 17, 2026 to Common Stock shareowners of record at the close of business on July 24, 2026, and to Series A and Series B ESOP Convertible Class A Preferred Stock shareowners of record at the start of business on July 24, 2026.
P&G has been paying a dividend for 136 consecutive years since its incorporation in 1890 and has increased its dividend for 70 consecutive years. This reinforces our commitment to return cash to shareowners, many of whom rely on the steady, reliable income earned with their investment in P&G.
About Procter & Gamble
P&G serves consumers around the world with one of the strongest portfolios of trusted, quality, leadership brands, including Always®, Ambi Pur®, Ariel®, Bounty®, Charmin®, Crest®, Dawn®, Downy®, Fairy®, Febreze®, Gain®, Gillette®, Head & Shoulders®, Lenor®, Olay®, Oral-B®, Pampers®, Pantene®, SK-II®, Tide®, Vicks®, and Whisper®. The P&G community includes operations in approximately 70 countries worldwide. Please visit https://www.pg.com for the latest news and information about P&G and its brands. For other P&G news, visit us at https://www.pg.com/news.
BlackRock BLK is set to report its second-quarter earnings before the opening bell on Wednesday, July 15, with Wall Street expecting the world's largest asset manager to deliver another quarter of revenue and earnings growth.
Analysts expect BlackRock to report earnings per share of $12.65, up 5.0% from a year earlier, on revenue of $6.74 billion, representing 24.4% year-over-year growth.
Another consensus estimate projects EPS of $12.57 on revenue of $6.72 billion, also pointing to strong annual growth.
The asset manager enters the earnings report with a solid track record, having exceeded consensus EPS estimates in each of the past four quarters while beating revenue expectations in three of those periods.
Investors will be looking for signs that BlackRock can sustain its momentum amid evolving market conditions and changing industry dynamics.
Sentiment heading into BlackRock's earnings report has improved in recent months.
Over the past three months, analysts have issued seven upward revisions and three downward revisions to EPS estimates.
Revenue forecasts have also strengthened, with four upward revisions compared with one downward revision.
Wall Street remains broadly optimistic about the stock.
Analysts maintain a Buy consensus with an average price target of $1,259, implying roughly 22% upside from the current share price of $1,029.85.
Of the 17 analysts covering the company, 14 recommend buying the stock, while three maintain Hold ratings and none recommend selling.
Several brokerages have also raised their price targets ahead of the earnings release.
Barclays increased its target to $1,340, while Morgan Stanley raised its target to $1,430.
Earnings estimates have climbed 0.75% over the past 60 days, while revenue estimates have increased 1.74%, reflecting growing confidence ahead of the quarterly report.
Client flows and AUM remain key focusInvestors will closely monitor BlackRock's assets under management, net inflows into iShares exchange-traded funds and active strategies, fee revenue, and the performance of its technology and private markets businesses.
During the first quarter, BlackRock reported $136 billion in long-term net inflows.
Although this was below the $150 billion Visible Alpha consensus estimate, it included a record $132 billion in net inflows into iShares exchange-traded products, alongside $3 billion in active equity inflows and $9 billion in private markets inflows led by private credit and infrastructure.
The company also exceeded Wall Street's expectations in the first quarter, supported by 8% year-over-year organic fee growth and adjusted operating margin expansion of more than 100 basis points.
Investors will also assess the early performance of BlackRock's recently launched iShares Nasdaq 100 ETF, along with trends in fee rates and demand across its investment products.
Beyond traditional asset management, analysts will be watching the contribution from BlackRock's Aladdin technology platform and its alternatives business.
In a research note, Morgan Stanley said it believes BlackRock is "best-positioned within the asset management barbell given its leading iShares ETF platform, multi-asset and alternatives businesses, combined with a growing technology/Aladdin offering that should drive ~18% EPS CAGR (2025-28e) via ~5% average long-term organic growth."
Morgan Stanley also said its base-case outlook expects "+5.6% and +5.2% net inflows in 2026 and 2027, respectively, led by Alternatives and Fixed Income."
The earnings report is expected to provide further insight into whether BlackRock's scale, diversified business model, and technology offerings continue to offset broader industry pressure from lower management fees and rising operating costs.
Investors will also look for management commentary on client demand, market conditions, and capital deployment as they assess the firm's outlook for the second half of the year.
PayPal v Británii spustil novou BNPL službu Pay in 30 Days, která umožní zaplatit až 30 dnů po nákupu. Přichází den před vstupem nového režimu BNPL pod dohledem FCA v platnost.
PayPal introduced another buy now, pay later (BNPL) option for its customers in the United Kingdom, according to a Tuesday (July 14) press release.
Pay in 30 Days lets shoppers complete a purchase up front and pay the full amount up to 30 days later, the release said.
“British customers are smart,” Tamer El-Emary, general manager for PayPal in the UK, said in the release. “They want the flexibility to pay on their terms, but they’re also more discerning than ever about who they trust with their money. We’ve seen that in how our customers use PayPal, and our BNPL product offering, including both Pay in 3 and now Pay in 30 Days is our response: genuine flexibility, zero fees and the reassurance of a brand that’s been part of U.K. shopping for over two decades.”
The offering applies to purchases of between 1 pound (about $1.30) and 900 pounds (about $1,200), giving customers up to 30 days to pay the full amount, according to the release. This control of when the payment is made within the 30-day window means that shoppers can align it with their paydays or their scheduled bill payments.
“For merchants, Pay in 30 Days provides another way to give customers flexibility at checkout without adding complexity,” the release said, citing PayPal research showing that businesses that offer BNPL said offering a range of customer payment preferences is an important competitive priority.
The launch comes one day before a new BNPL regime comes into effect in the U.K. The payment method will now fall under the purview of the country’s Financial Conduct Authority.
“As BNPL becomes regulated by the FCA and continues to grow in the U.K., the bar for trust and transparency will only rise, and we think that’s a good thing,” PayPal’s El-Emary said in the release. “For businesses, it means customers will increasingly gravitate toward payment options from names they recognize. PayPal’s Pay in 30 Days gives merchants a way to meet that demand, backed by a checkout experience their customers already know and trust.”
Meanwhile, the PYMNTS Intelligence report “Invest Now, Win Later: How Buy Now, Pay Later Became a Merchant Growth Strategy,” a collaboration with PayPal, found that pay later availability can influence merchant selection. The report showed that 38% of consumers said this factor influences where they order food, while 37% said it affects travel bookings.
In addition, the research found that 43% of shoppers said they would abandon a purchase if pay later methods were not available.
“If nearly half of prospective buyers are prepared to walk away because financing is missing, retailers must reconsider where flexible payment options appear within the customer journey rather than treating them as a final checkout feature,” PYMNTS reported last week.
Wells Fargo & Company (WFC) Q2 2026 Earnings Call July 14, 2026 10:00 AM EDT
Company Participants
John Campbell - Director of Investor Relations
Charles Scharf - CEO & Chairman
Michael Santomassimo - Senior EVP & CFO
Conference Call Participants
Kenneth Usdin - Bernstein Autonomous LLP
John McDonald - Truist Securities, Inc., Research Division
L. Erika Penala - UBS Investment Bank, Research Division
Ebrahim Poonawala - BofA Securities, Research Division
Manan Gosalia - Morgan Stanley, Research Division
Matthew O'Connor - Deutsche Bank AG, Research Division
John Pancari - Evercore ISI Institutional Equities, Research Division
Christopher McGratty - Keefe, Bruyette, & Woods, Inc., Research Division
David Chiaverini - Jefferies LLC, Research Division
Vivek Juneja - JPMorgan Chase & Co, Research Division
Gerard Cassidy - RBC Capital Markets, Research Division
Presentation
Operator
Welcome, and thank you for joining the Wells Fargo Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that today's call is being recorded. I would now like to turn the call over to John Campbell, Director of Investor Relations. Sir, you may begin the conference.
John Campbell
Director of Investor Relations
Good morning, everyone. Thanks for joining our call today where our CEO, Charlie Scharf; and our CFO, Mike Santomassimo, will discuss second quarter results and answer your questions. This call is being recorded. Before we get started, I would like to remind you that our second quarter earnings materials, including the release, financial supplement and presentation deck are available on our website at wellsfargo.com. I'd also like to caution you that we may make forward-looking statements during today's call that are subject to risks and uncertainties. Factors that may cause actual results to differ materially from expectations are detailed in our SEC filings including the Form 8-K filed today containing our earnings materials. Information about any non-GAAP financial measures referenced, including a reconciliation of those measures to GAAP measures, can also be found in our SEC filings and the earnings materials available on
M&T Bank oznámila čtvrtletní hotovostní dividendy z preferenčních akcií řad H, J a K. Vyplaceny budou 15. září 2026 akcionářům s rozhodným dnem 1. září 2026.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- M&T Bank Corporation ("M&T") (NYSE:MTB) announced that it has declared quarterly cash dividends on the following series of perpetual preferred stock:
A dividend of $0.3515625 per share on its Perpetual Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series H ("Series H Preferred Stock") A dividend of $187.50 per share (equivalent to $0.46875 per depositary share) on its Perpetual 7.500% Non-Cumulative Preferred Stock, Series J ("Series J Preferred Stock") A dividend of $158.75 per share (equivalent to $0.396875 per depositary share) on its Perpetual 6.350% Non-Cumulative Preferred Stock, Series K ("Series K Preferred Stock") Each dividend will be payable September 15, 2026 to shareholders of record at the close of business on September 1, 2026.
About M&T
M&T is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, provides banking products and services with a branch and ATM network spanning the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select markets in the U.S. and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. For more information about M&T Bank, visit www.mtb.com.
Akcie Intuitive Surgical v prvních zhruba sedmi měsících roku 2026 klesly o více než 25 % a jsou 30 % pod 52týdenním maximem. Firma ale dál roste: instalovaná základna robotů vzrostla ve 4Q 2025 i v 1Q 2026 o 12 % meziročně.
Intuitive Surgical's (ISRG 6.86%) stock is having a tough year. The stock has fallen 30% from its 52-week high, with a decline of more than 25% in the first seven months or so of 2026. There are multiple reasons for this drop, but the biggest issue isn't the company's business. Here's why this sell-off may not be as scary as it seems.
Intuitive Surgical has yet another big drawdown If you look back to Intuitive Surgical's initial public offering, it has suffered through eight drawdowns of 30% or more. So the current decline isn't really unusual for the growth-oriented stock.
Image source: Getty Images.
In fact, the medical device maker's recent performance has been pretty solid. In the fourth quarter of 2025, its installed base of surgical robots increased 12% year over year. In the first quarter of 2026, the installed base was larger 12% year over year, too. There hasn't been a dramatic shift in direction here.
That said, the real story isn't the number of new da Vinci surgical systems it sells. Robot sales only account for around 25% of the company's revenues. The rest comes from the sale of services, instruments, and accessories. These are annuity-like income streams that will continue to flow as long as the da Vinci robots that support them are in use. It is an attractive growth story, with each new da Vinci robot building an ever stronger income stream from selling what amounts to parts and services.
The big problem, and a smaller one The most notable issue for Intuitive Surgical's stock price is really investor perception. Even after the dramatic drawdown, the stock's price-to-earnings ratio remains lofty at 50x. What's shocking is that this figure is well below the five-year average of 69x. Over the past five years, the P/E has reached as high as 84x. Investors have a history of pricing in a lot of good news here.
With such a lofty P/E ratio, it doesn't take much of a shift in investor sentiment to cause a sizable stock pullback. So far, after each big pullback, however, the stock has eventually gone on to even higher highs. That doesn't mean that pattern will repeat this time around, but it does suggest growth investors who have been watching from the sidelines should take a second look at what might be a wish-list stock.
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The deeper issue here is that Intuitive Surgical is no longer the leader it once was. It helped create the surgical robotics market and remains one of the industry's most important players. But there are new, formidable competitors to consider, including Medtronic (MDT 5.11%), among others. That could make it harder for Intuitive Surgical to sell its robots in the future, even if the market is large enough to support more than one surgical robotic system. Still, hospitals that have bought a da Vinci system aren't going to suddenly stop using it just because other surgical robots are on the market.
Pay attention to new da Vinci placements, but remember the real flywheel When Intuitive Surgical reports second-quarter earnings, investors should pay close attention to the number of da Vinci systems it has in place. A dramatic slowdown in growth would be worrying and could further compress the stock's valuation. However, the story is much more robust than just the sale of robots, given that parts and services are the main drivers of revenues.
That's why you'll also want to look at the number of surgeries performed with a da Vinci system. The company entered 2026 expecting that figure to rise between 13% and 15%, down from 18% in 2025. However, the first quarter was above the target range at 17%, suggesting that Intuitive Surgical is still a fast-growing company even if investors are less excited about the future than they were not too long ago. And even if the full-year number drops to 13%, it will hardly suggest that Intuitive Surgical's business model is broken.
Insider společnosti Sea Limited Wang Yanjun prodal 3 000 akcií podle předem stanoveného plánu, zatímco si ponechal 1 162 442 akcií. Akcie jsou za poslední rok níže o 25 %.
Wang Yanjun, chief corporate officer and general counsel, reported a sale of 3,000 Class A ordinary shares in Sea Limited (SE 1.24%) on July 10, 2026 and July 13, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$338,520Shares sold (indirectly held)3,000Post-transaction shares (directly held)1,162,442Post-transaction shares (indirectly held)37,000Post-transaction value$132.73 millionTransaction value based on SEC Form 4 weighted average sale price ($112.84); post-transaction value based on July 13, 2026 market close ($110.66).
Key questionsWhat was the structural context of this transaction?
The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted by a BVI entity controlled by Wang Yanjun on March 26, 2026. These plans allow insiders to sell shares at predetermined intervals to avoid concerns regarding material non-public information.How does this affect the insider's long-term alignment?
The transaction had a minimal impact on the insider's core position, as 97% of the total equity interest is held directly. Wang Yanjun continues to hold 1,162,442 shares directly, in addition to the remaining indirect interest held via the BVI entity.What is the recent performance context for the stock?
The shares were sold at a weighted average price of $112.84, while the company's stock has delivered a one-year return of -25% as of the July 13, 2026 market close.What is the broader ownership stake following this activity?
Post-transaction, the insider retains an ownership level of about 0.2% of the company's shares outstanding, maintaining a significant financial stake in the Singapore-based digital services firm.Company OverviewMetricValueShare Price (as of market close 2026-07-13)$110.66Market Capitalization$67.8 billionRevenue (TTM)$25.2 billionNet Income (TTM)$1.6 billionCompany SnapshotSea Limited operates a diversified digital platform ecosystem spanning digital entertainment through its Garena brand, e-commerce operations, and digital financial services across Southeast Asia, Latin America, and other international markets.The company generates revenue through multiple streams including in-game monetization and eSports events from its gaming platform, transaction fees and commissions from e-commerce operations, and financial services offerings including payments and lending products.Sea Limited serves a broad consumer base across emerging markets, targeting mobile-first users in Southeast Asia and Latin America who engage with gaming, online shopping, and digital financial services.Sea Limited is a leading digital platform operator in emerging markets with a market capitalization of $67.8 billion and TTM revenue of $25.2 billion, demonstrating significant scale across its diversified business segments. The company's integrated ecosystem approach—combining entertainment, commerce, and fintech—creates cross-selling opportunities and customer stickiness in high-growth regions. With 102,700 employees and operations spanning multiple geographies, Sea Limited leverages its technological infrastructure and regional market expertise to maintain competitive advantages in the digital services sector.
What this transaction means for investorsWang parted with 3,000 shares through a BVI entity under a plan set in March while holding onto more than 1.16 million shares directly, so this trims a sliver of a percent off her position. A general counsel selling a token amount on a preset schedule, especially with the stock down 25% over the past year, tells you nothing about the company's direction. If anything, the more notable insider signal is that Sea itself has been buying, repurchasing $168 million shares in the first quarter under a $1 billion program.
Meanwhile, the business has been faring better since tumbling at the end of last year. First-quarter revenue jumped 47% to $7.1 billion, and adjusted EBITDA topped $1 billion for the first time. Shopee's e-commerce volume hit a record $37.3 billion, the Monee fintech arm grew revenue 58% with its loan book up 71%, and Garena posted its best quarter since 2021. CEO Forrest Li framed 2026 as a year of leaning into growth while keeping financial discipline. Shares have risen more than 30% this past month alone.
For long-term investors, this insider transaction is effectively noise. The real questions are whether Sea’s profitability holds as the firm reinvests, and whether Monee's fast-growing loan book stays clean.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy.
CVS Health se dohodla s FTC, že nákupy přes TrumpRx se budou započítávat do některých spoluúčastí a omezí modely rabatů. Firma také omezuje náklady z vlastní kapsy na inzulin na 25 USD měsíčně.
U.S. President Donald Trump arrives to an event to unveil the TrumpRx drug discount site, in the South Court Auditorium on the White House campus, in Washington, D.C., U.S., February 5, 2026.... Purchase Licensing Rights, opens new tab Read more
SummaryCompaniesSettlement would count TrumpRx purchases toward some plan deductiblesCVS must offer clients an option to opt out of rebate payment models, the FTC saidCVS said it would cap insulin out-of-pocket costs at $25 per monthNEW YORK, July 14 (Reuters) - CVS Health's (CVS.N), opens new tab Caremark has finalized a settlement with the U.S. Federal Trade Commission in which it agreed to curb use of after-market discounts known as rebates and count consumers' TrumpRx purchases toward their deductibles, an FTC spokesperson said on Tuesday.
Similar to Cigna's settlement with the FTC earlier this year, the deal would curb practices critics say contribute to high drug costs. It would also require CVS' Caremark pharmacy benefit manager to include a patient's payments through the TrumpRx drug website toward the deductibles some of its health plans require, once regulations are in place to facilitate the TrumpRx program.
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The settlement is expected to bring billions of dollars in savings on drug prices, FTC Chairman Andrew Ferguson said in a statement.
“The FTC under President Trump won’t stand for anticompetitive behavior that drives up prices for American consumers,” Ferguson said.
U.S. President Donald Trump launched TrumpRx.gov, a website offering hundreds of generic and branded drugs at a discount, in February, with a particular focus on connecting consumers with low prices for highly popular weight-loss drugs from Eli Lilly (LLY.N), opens new tab and Novo Nordisk (NOVOb.CO), opens new tab.
Health plan deductibles are the minimum spend members must reach before leveraging their coverage. TrumpRx.gov sends cash-pay customers to drugmaker websites for discounted drugs, but has operated outside of insurance, limiting its value for some American consumers.
CVS must also provide an option to clients that allows them to opt out of rebate payment models, a spokesperson for the FTC said. These rebates are paid by drugmakers to the pharmacy benefit manager and may or may not be passed on to the plan sponsor or consumer after a certain drug is dispensed.
Small pharmacies would also be given the option to be reimbursed for the actual cost of drugs they dispense plus a fee, in a bid to address complaints that pharmacy benefit managers do not fully reimburse independent local pharmacies.
“Today’s agreement advances and reinforces the changes we have already put in place and ensures affordability for families and patients across the country," said Ed DeVaney, a president at Caremark.
The decision to eliminate rebates will vary based on the client and how individual employers choose to structure their own pharmacy benefit, a spokesperson for CVS said. But the company aims to encourage its clients to pass through discounts to individual members, CVS said in a release on Tuesday.
The FTC's original lawsuit, launched in 2024, said Caremark, Cigna's (CI.N), opens new tab Express Scripts, and UnitedHealth's OptumRx (UNH.N), opens new tab forced patients to pay higher prices for insulin.
CVS reached a proposed settlement with the regulator in March, and the FTC said the deal was similar to one with Express Scripts.
Regulators have said the rebate model incentivizes companies to raise list prices and ultimately steers customers to pricier drugs.
Pharmacy benefit managers negotiate the price of drugs with manufacturers, on behalf of plan sponsors, such as employers.
CVS will also enhance its reporting on the price of drugs and member payments it receives, shift to a fee-based compensation structure, and cap out-of-pocket cost of insulin at $25 per month, the company said.
Reporting by Amina Niasse and Jody Godoy in New York; editing by Caroline Humer and Aurora Ellis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jody Godoy reports on tech policy and antitrust enforcement, including how regulators are responding to the rise of AI. Reach her at [email protected]
QIAGEN v Evropě uvedla panel QIAstat-Dx BCID GN Plus AMR certifikovaný podle CE-IVDR pro rychlou detekci 13 gramnegativních patogenů a 18 markerů AMR z pozitivních hemokultur za přibližně hodinu.
VENLO, Netherlands & HILDEN, Germany--(BUSINESS WIRE)--QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) today announced the launch of the CE-IVDR-certified QIAstat-Dx BCID GN Plus AMR Panel, establishing a comprehensive bloodstream infection testing offering on the QIAstat-Dx platform in Europe.
The new QIAstat-Dx BCID GN Plus AMR Panel detects 13 gram-negative bacterial pathogen targets and 18 antimicrobial resistance (AMR) markers from positive blood cultures in about one hour. It complements the recently launched QIAstat-Dx BCID GPF Plus AMR Panel in Europe, extending QIAGEN's bloodstream infection testing coverage across gram-positive bacteria, gram-negative bacteria, fungi and key AMR markers. Together, the two panels detect 33 pathogen targets and 28 AMR markers, enabling rapid identification of the most clinically relevant bloodstream pathogens and resistance mechanisms to support earlier pathogen identification and clinical decision-making.
“Every hour matters when treating bloodstream infections, particularly when AMR is involved,” said Nitin Sood, Senior Vice President and Head of Product Portfolio & Innovation at QIAGEN. “Together, our complementary BCID panels provide comprehensive molecular coverage of the pathogens and resistance mechanisms most relevant to bloodstream infections. By delivering results in about one hour, they help laboratories support faster treatment decisions, antimicrobial stewardship and effective infection control.”
Gram-negative pathogens are among the leading causes of bloodstream infections and are frequently associated with AMR, one of the world's most significant public health threats. AMR occurs when bacteria develop mechanisms that render antibiotics ineffective, making infections more difficult to treat and increasing the risk of severe illness and death. In bloodstream infections, delays in identifying resistant pathogens can postpone appropriate therapy, while the growing burden of beta-lactam resistance driven by extended-spectrum beta-lactamase (ESBL) and carbapenemase-producing organisms underscores the need for rapid and accurate detection. With broad coverage of key beta-lactam resistance mechanisms, the QIAstat-Dx BCID GN Plus AMR Panel provides rapid, actionable molecular insights to support optimized treatment decisions and infection control.
The QIAstat-Dx BCID GN Plus AMR Panel is CE-IVDR certified and available in applicable markets. Regulatory review by the U.S. Food and Drug Administration is underway.
QIAGEN's CE-IVDR-certified QIAstat-Dx menu in Europe spans key syndromic testing areas, including respiratory infections, gastrointestinal infections, central nervous system infections through its meningitis / encephalitis panel and bloodstream infection testing. With the addition of the BCID GN Plus AMR Panel, the QIAstat-Dx platform now provides comprehensive bloodstream infection testing through complementary gram-positive and gram-negative panels. Built around rapid, cartridge-based molecular testing, QIAstat-Dx integrates sample preparation, molecular analysis and result interpretation into a streamlined workflow, helping laboratories generate clinically relevant insights across a growing range of infectious disease applications.
QIAstat-Dx systems are available in more than 100 countries, with more than 5,200 instruments placed worldwide as of the end of 2025.
For more information about the QIAstat-Dx BCID GN Plus AMR Panel and the QIAstat-Dx system, visit https://www.qiagen.com/de-us/applications/syndromic-testing.
About QIAGEN
QIAGEN N.V., a Netherlands-based holding company, is a global leader in Sample to Insight solutions that enable customers to extract and analyze molecular information from biological samples containing the building blocks of life. Our Sample technologies isolate and process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies prepare these biomolecules for analysis, while bioinformatics support the interpretation of complex data to deliver actionable insights. Automation solutions integrate these steps into streamlined, cost-effective workflows. QIAGEN serves more than 500,000 customers worldwide in the Life Sciences (academia, pharmaceutical R&D and industrial applications such as forensics) and molecular diagnostics (clinical healthcare). As of March 31, 2026, QIAGEN employed approximately 5,500 people across more than 35 locations. For more information, visit www.qiagen.com.
Forward-Looking Statement
Certain statements contained in this press release may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. These statements can be identified by the use of forward-looking terminology such as “believe”, “hope”, “plan”, “intend”, “seek”, “may”, “will”, “could”, “should”, “would”, “expect”, “anticipate”, “estimate”, “continue”, “target” or other similar words. To the extent that any of the statements contained herein relating to QIAGEN’s products, timing for launch and development, marketing and/or regulatory approvals, financial and operational outlook, growth and expansion, acquisitions, collaborations, markets, strategy or operating results, including without limitation its expected net sales, net sales of particular products, net sales in particular geographies, adjusted net sales, expansion of adjusted operating income margin, returns to shareholders, progressive dividend payments, product portfolio management, product launches (including anticipated launches of our sequencing solutions, testing platforms, panels and systems), leveraging AI technology, improvements in operating and financial leverage, currency movements against the U.S. dollar, plans for investment in our portfolio and share repurchase commitments, our expectations relating to our adjusted tax rate, debt maturity and repayment, our ability to grow adjusted earnings per share at a greater rate than sales, our ability to improve operating efficiencies and maintain disciplined capital allocation, are forward-looking, such statements are based on current expectations and assumptions that involve a number of uncertainties and risks. Such uncertainties and risks include, but are not limited to, risks associated with our dependence on the development and success of new products; management of growth and expansion of operations (including the effects of currency fluctuations, tariffs, tax laws, regulatory processes and logistics and supply chain dependencies); variability of operating results; integration of acquired businesses; changes in relationships with customers, suppliers and strategic partners; competition; rapid or unexpected changes in technologies; fluctuations in demand for QIAGEN’s products (including fluctuations due to general economic conditions, the level and timing of customers’ funding, budgets and other factors, including delays or limits in the amount of reimbursement approvals or public health funding); our ability to obtain and maintain product regulatory approvals; difficulties in successfully adapting QIAGEN’s products to integrated solutions and producing such products; the ability of QIAGEN to identify and develop new products and to differentiate and protect our products from competitors’ products; market acceptance of new products and the integration of acquired technologies and businesses; actions of governments, global or regional economic developments, including inflation and changing interest rates, weather or transportation delays, natural disasters, cyber security breaches, political or public health crises and the resulting impact on the demand for our products and other aspects of our business, or other force majeure events; litigation risk, including patent litigation and product liability; debt service obligations; volatility in the public trading price of our common shares; as well as the possibility that expected benefits related to recent or pending acquisitions may not materialize as expected; and the other factors discussed under the heading “Risk Factors” in our most recent Annual Report on Form 20-F. For further information, please refer to the discussions in reports that QIAGEN has filed with, or furnished to, the U.S. Securities and Exchange Commission.
Lucid popřel spekulace o odkupu do soukromých rukou i o bankrotu po blogovém reportu. Firma uvedla, že má dostatek likvidity na financování provozu hluboko do příštího roku.
A Lucid Air Grand Touring electric car is displayed during the New York International Auto Show in New York City, U.S., April 1, 2026. REUTERS/Jeenah Moon/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesLucid said it had sufficient liquidity to fund operations well into next yearLucid said AlixPartners not recommending bankruptcyThe stock fell as much as 57% to $2.37 in afternoon tradingJuly 14 (Reuters) - Lucid Group (LCID.O), opens new tab on Tuesday denied as "completely false" a blog post saying it was considering a potential take-private transaction or a Chapter 11 bankruptcy filing, after the electric-vehicle maker's shares tumbled more than 50% in what would be their steepest one-day decline.
Lucid said it had sufficient liquidity to fund operations well into the next year, and had not formed a special board committee to explore the reported scenarios. It also said restructuring adviser AlixPartners was assisting the company on improving execution and operations, and was not recommending bankruptcy.
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The Eletric-Vehicles blog reported that AlixPartners had been asked to present its findings to Lucid's board before its next meeting and that scenarios under review included taking the company private or seeking Chapter 11 bankruptcy protection, while adding that no decision had been made.
Trading in the stock was halted multiple times after 1 p.m. ET because of volatility. The stock fell as much as 57% to $2.37 in afternoon trading before paring losses.
Shares were last down about 13% at 2:45 p.m. ET.
AlixPartners did not immediately respond to a Reuters request for comment.
Lucid's shares have lost about 99% of their value since the company went public, as it has struggled to turn a profit nearly five years after its market debut.
The report comes as Lucid undergoes a broad restructuring under CEO Silvio Napoli, who took over in June.
Last month, the company said it would cut about 18% of its U.S. workforce, eliminate the chief operating officer role and streamline its leadership structure to reduce costs and improve execution.
Lucid also announced a series of executive appointments, including naming Alexander De Bock as chief financial officer and appointing new leaders for technology, customer, transformation and digital functions.
In May, Lucid suspended its 2026 vehicle production forecast of 25,000 to 27,000 vehicles after supplier-related issues disrupted deliveries of its Gravity SUV, saying it would provide an updated guidance following a strategic review under Napoli.
Despite billions of dollars in backing from Saudi Arabia's Public Investment Fund, Lucid has struggled with weak demand, persistent cash burn and repeated capital raises, prompting investors to question how quickly it can scale production and move toward profitability.
Reporting by Akash Sriram in Bengaluru' Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Akcie Yum Brands klesly až o 4,5 % poté, co Washington Post uvedl, že úřady vyšetřují Taco Bell kvůli možnému spojení s hlávkovým salátem při propuknutí cyklosporiázy. Taco Bell uvedl, že spojení s řetězcem ani konkrétní surovinou nebylo potvrzeno.
Item 1 of 2 A server holds food during the opening ceremony of a Taco Bell restaurant in Bangkok, Thailand January 22, 2019. REUTERS/Soe Zeya Tun/ File Photo
[1/2]A server holds food during the opening ceremony of a Taco Bell restaurant in Bangkok, Thailand January 22, 2019. REUTERS/Soe Zeya Tun/ File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 14 (Reuters) - Yum Brands' (YUM.N), opens new tab Taco Bell said on Tuesday it had removed limited items from some restaurants as a precaution but said U.S. health officials have not linked the widening outbreak of cyclosporiasis to the chain or any specific food product.
Cases of the disease, which causes diarrhea, nausea and other gastrointestinal symptoms, have risen steadily across the country in recent months. Thirty-four states have reported cases, according to the U.S. Centers for Disease Control and Prevention.
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Shares of Yum fell as much as 4.5% after the Washington Post reported federal and state health officials were investigating whether lettuce served at Taco Bell may have been associated with the current outbreak of the disease.
"Public health officials have not confirmed a link to Taco Bell or any specific ingredient, supplier, restaurant or retailer," Taco Bell said.
The chain said it would continue to monitor the situation closely and follow the guidance of public health authorities.
In Brooklyn, several major grocery store and fast-food chains, including Taco Bell, had not posted signage or pulled products on Tuesday, a Reuters reporter observed.
Most people in stores and on the sidewalk had also not heard about the outbreak, though office worker Dee Stephens — standing outside the Taco Bell on Bushwick Avenue — said she planned to avoid lettuce for the foreseeable future.
"I can get my greens in other ways," she said.
The outbreak is occurring as public health officials grapple with reduced surveillance capacity. Last year, the Foodborne Diseases Active Surveillance Network, or FoodNet, a partnership involving the CDC, the U.S. Department of Agriculture, the FDA and 10 state health departments, stopped tracking six of eight pathogens, including cyclospora, due to funding cuts.
Foodborne illness outbreaks can weigh heavily on restaurant stocks. McDonald's (MCD.N), opens new tab came under scrutiny during a cyclospora outbreak linked to salads in 2018, while Chipotle Mexican Grill (CMG.N), opens new tab faced a series of severe E. coli and norovirus outbreaks across multiple U.S. states, which battered the company's sales and stock price.
"Perception matters as much as the facts in the early stages of a food safety investigation. Even an unconfirmed link to a foodborne illness can cause consumers to rethink where they eat," said Zak Stambor, analyst at eMarketer.
"Even if the chain is ultimately cleared, the investigation could cast a shadow over the brand and weigh on sales in the near term," he added.
Lab-confirmed cases linked to the recent outbreak of cyclosporiasis have risen to 1,645, the CDC said on Tuesday, up by more than 800 cases from its last update a week ago.
The current U.S. outbreak, which began on May 1, is centered in Michigan, while Ohio and New York have also reported high numbers of cases.
Infections across the country have resulted in 141 hospitalizations as of July 13, according to the health agency. No deaths have been reported.
The CDC said it is also aware of more than 5,100 additional cases that require further analysis and confirmation.
Cyclosporiasis can be contracted by consuming food — typically raw fruits and vegetables — or water contaminated with feces, according to the CDC.
Reporting by Anuja Bharat Mistry, additional reporting by Sanskriti Shekhar in Bengaluru and Waylon Cunningham in New York; Editing by Jonathan Ananda and Pooja Desai
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Aehr Test Systems získal nové objednávky na wafer-level burn-in pro karbid křemíku za více než 8 milionů USD. Část pochází od klíčového zákazníka na rozšíření výroby elektromobilů, další od velké automobilky na kvalifikaci dodavatelů.
Expanded Production Orders from Lead Silicon Carbide Customer, and Growing Engagement with Leading Automotive Suppliers Highlight Strengthening Silicon Carbide Market
FREMONT, CA / ACCESS Newswire / July 14, 2026 / Aehr Test Systems (NASDAQ:AEHR), a leading provider of test and burn-in solutions for semiconductor devices used in artificial intelligence (AI), silicon photonics, data center, automotive, and industrial applications, today announced it has received more than $8 million in new silicon carbide wafer-level burn-in (WLBI) orders.
The orders include a significant follow-on order for additional FOX WaferPak™ full wafer Contactors from its lead silicon carbide production customer to support expanded manufacturing capacity for new electric vehicle platforms, particularly those serving the rapidly growing China electric vehicle market. The large WaferPak order reflects increased production activity and utilization at the customer, as demand for silicon carbide power devices continues to improve. In addition to these WaferPak orders, the customer indicated additional future capacity requirements beyond this order in Aehr's current fiscal year. Aehr also received a key order directly from one of the largest automotive companies in the world for multiple WaferPaks to be used in qualification of silicon carbide devices from suppliers for their new generation of electric vehicles using Aehr's FOX wafer level burn-in systems.
Gayn Erickson, President and CEO of Aehr Test Systems, commented, "We are very pleased to announce these new orders, which we believe reflect strengthening momentum in the power semiconductor WLBI market and the beginning of the next phase of growth for this portion of our business. Our lead silicon carbide production customer continues to expand capacity with additional WaferPak orders supporting new electric vehicle programs, particularly in China where electric vehicle adoption continues to accelerate.
"Perhaps even more encouraging is what we are seeing with the new WaferPak order directly from one of the top two leading automotive companies in the world that is using our FOX systems and proprietary WaferPaks to qualify the quality and reliability of multiple silicon carbide companies around the world for their planned electric vehicle expansions. We are actively engaged with several of the world's largest automotive companies, and with several leading silicon carbide device manufacturers who are supporting their next-generation electric vehicle platforms as they evaluate deploying WLBI in production. These companies recognize the increasing importance of screening for early-life failures at the wafer level, before packaging, to improve long-term reliability and reduce manufacturing costs. We believe these engagements represent significant future production opportunities for Aehr as WLBI continues to gain acceptance as a critical manufacturing step for high-reliability automotive power semiconductors.
"We also recently secured our first silicon carbide customer in Taiwan last quarter, expanding our presence in another key semiconductor manufacturing region for automotive and industrial applications. This customer works closely with several automotive manufacturers in Taiwan and China, as well as with other international companies.
"The outlook for electric vehicles continues to improve following a period of inventory adjustments across parts of the automotive market. Industry forecasts point to renewed growth in Europe, increasing electrification initiatives in Japan, and continued leadership by China, where electric vehicles now account for more than half of new passenger vehicle sales. At the same time, the transition toward higher-voltage vehicle architectures, faster charging systems, and improved drivetrain efficiency is increasing demand for advanced silicon carbide power semiconductors that require the highest levels of reliability.
"We are also seeing growing interest in WLBI from customers developing silicon carbide devices for industrial automation, renewable energy, energy storage, charging infrastructure, aerospace, and AI data center power systems. As these markets continue to expand and reliability requirements become increasingly stringent, we believe Aehr is uniquely positioned with the industry's most proven production WLBI solution.
"With an expanding installed base, a growing pipeline of production opportunities, and increasing engagement with both leading automotive suppliers and silicon carbide device manufacturers worldwide, we are excited about the opportunities ahead and believe we are well positioned to benefit as silicon carbide WLBI adoption accelerates."
About Aehr Test Systems
Headquartered in Fremont, California, Aehr Test Systems is a leading provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer-level, singulated die, and package-level form, and has installed thousands of systems worldwide. Increasing quality, reliability, safety, and security needs of semiconductors used across multiple applications, including advanced artificial intelligence (AI) processors, silicon photonics, data and telecommunications infrastructure, electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, and solid-state memory and storage are driving additional test requirements, incremental capacity needs, and new opportunities for Aehr's products and solutions. Aehr has developed and introduced several innovative products including the FOX-P™ families of test and burn-in systems and FOX WaferPak™Aligner, FOX WaferPak Contactor, FOX DiePak® Carrier and FOX DiePak Loader. The FOX-XP and FOX-NP systems are full-wafer contact and singulated die/module test and burn-in systems that can test, burn-in, and stabilize a wide range of devices such as leading-edge silicon carbide-based and other power semiconductors, 2D and 3D sensors used in mobile phones, tablets, and other computing devices, memory semiconductors, processors, microcontrollers, systems-on-a-chip, and photonics and integrated optical devices. The FOX-CP system is a low-cost single-wafer compact test solution for logic, memory and photonic devices and the newest addition to the FOX-P product family. The FOX WaferPak Contactor contains a unique full-wafer contactor capable of testing wafers up to 300mm that enables IC manufacturers to perform test, burn-in, and stabilization of full wafers on the FOX-P systems. The FOX DiePak Carrier allows testing, burning in, and stabilization of singulated bare die and modules up to 1024 devices in parallel per DiePak on the FOX-NP and FOX-XP systems up to nine DiePaks at a time. Acquired through its acquisition of Incal Technology, Inc., Aehr's new line of high-power package-level reliability/burn-in test solutions for AI semiconductor manufacturers, including its ultra-high-power Sonoma family of test solutions for AI accelerators, GPUs, and high-performance computing (HPC) processors, position Aehr within the rapidly growing AI market as a turnkey provider of reliability and testing that span from engineering to high volume production. For more information, please visit Aehr Test Systems' website at www.aehr.com.
Safe Harbor Statement
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or Aehr's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates," "going to," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these words or other similar terms or expressions that concern Aehr's expectations, strategy, priorities, plans, or intentions. Forward-looking statements in this press release include, but are not limited to, future requirements and orders of Aehr's new and existing customers; Aehr's ability to receive orders and generate revenue in the future, as well as Aehr's beliefs regarding the factors impacting the foregoing, including the growth of the markets referred to herein; Aehr's ability to integrate Incal efficiently; and the timing and extent to which the acquisition is accretive. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Aehr's recent Form 10-K, 10-Q and other reports filed from time to time with the Securities and Exchange Commission. Aehr disclaims any obligation to update information contained in any forward-looking statement to reflect events or circumstances occurring after the date of this press release.
