Ford v červenci prodal v USA o 10,2 % méně vozů, ale výsledek označil za „dobrý měsíc“ kvůli plánovanému útlumu některých modelů a nižšímu prodeji flotil.
DETROIT — Despite reporting a 10.2% decline in its July U.S. vehicle sales Tuesday, Ford Motor is touting the results as a "good sales month."
That's according to Rob Kaffl, Ford's director of U.S. sales, who said the steep decline from the previous year was "by design," as the Detroit automaker phases out two vehicles and lowered its daily rental fleet business.
"July was a good sales month for a number of reasons. Our July results reflect a strategy that is working exactly as planned: we've intentionally been sunsetting select models and pulled back on low-margin rental fleet volume to make room for an onslaught of new-product introductions by the end of the decade," Kaffl said in an emailed statement.
Many times, automakers do not cancel products — like Ford has done with its Ford Escape and Lincoln Corsair — until closer to production of newer models. Or they build up inventories to assist sales during the changeover in production for new vehicles.
Kaffl said the company prioritized retail sales of its F-Series pickup trucks as the automaker continues to recover production after two aluminum fires last year at a major aluminum supplier. The company said rental sales, which are typically at lower profits, were reduced by 96% compared to a year earlier.
Read more
Without such actions, Ford contends its sales would be down less than 1%, slightly better than an estimated 2% fall for the overall industry compared to July 2025.
Planned or not, the decline last month adds to a lackluster sales year for the automaker following the problematic F-Series production as well as a pullback in all-electric vehicle sales. Ford's sales year to date through July are down 9.7%.
Ford's U.S. sales through June were already off 9.6% from a year earlier. That compares to an estimated 2.4% sales decline for the overall industry through the first half of the year, which doesn't include July, according to the most recent data from Cox Automotive's Kelley Blue Book.
Higher prices and consumer economic concerns are weighing on the overall auto industry, which Cox and other forecasters expect to be off about 3% compared to last year to 15.8 million vehicles sold.
McDonald's (MCD - Free Report) came out with quarterly earnings of $3.38 per share, beating the Zacks Consensus Estimate of $3.32 per share. This compares to earnings of $3.19 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.81%. A quarter ago, it was expected that this world's biggest hamburger chain would post earnings of $2.74 per share when it actually produced earnings of $2.83, delivering a surprise of +3.28%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
McDonald's, which belongs to the Zacks Retail - Restaurants industry, posted revenues of $7.1 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.51%. This compares to year-ago revenues of $6.84 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
McDonald's shares have lost about 13.2% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for McDonald's?While McDonald's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for McDonald's was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.41 on $7.34 billion in revenues for the coming quarter and $12.85 on $28.34 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Restaurants is currently in the bottom 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Bloomin' Brands (BLMN - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This owner of Outback Steakhouse and other casual dining spots is expected to post quarterly earnings of $0.28 per share in its upcoming report, which represents a year-over-year change of -15.2%. The consensus EPS estimate for the quarter has been revised 1.1% lower over the last 30 days to the current level.
Bloomin' Brands' revenues are expected to be $999.08 million, down 0.3% from the year-ago quarter.
Odhady EPS pro fiskální roky 2026 a 2027 u Qualcommu za posledních sedm dní klesly o 0,8 % a 0,4 %. Tržby z handsetů spadly o 20 % na 5,09 mld. USD, zatímco automotive a IoT vzrostly o 28 %.
Key Takeaways Qualcomm's fiscal 2026 and 2027 EPS estimates fell 0.8% and 0.4% over the past seven days.Handset revenues slid 20% to $5.09B as OEMs cut chipset purchases and reduced inventory.Automotive and IoT revenues advanced 28%, lifting the fiscal 2026 automotive sales outlook to about $7B. Earnings estimates for Qualcomm Incorporated (QCOM - Free Report) for fiscal 2026 and fiscal 2027 have declined 0.8% and 0.4%, respectively, to $10.69 and $10.84 per share over the past seven days. The negative estimate revision depicts bearish sentiment toward the stock’s growth potential.
Image Source: Zacks Investment Research
QCOM Plagued by Soft DemandQualcomm reported lackluster third-quarter fiscal 2026 results with non-GAAP earnings of $2.21 per share, down 20% year over year, while revenues fell 4% to $9.95 billion. Higher input costs and handset weakness pressured profitability as QCT revenues declined 5% to $8.50 billion. Handset revenues plunged 20% to $5.09 billion as major OEMs reduced chipset purchases and worked down inventory amid memory supply constraints and higher memory prices.
The handset decline more than offset gains elsewhere in the product business. Management estimated that China OEM handset revenues reached a bottom in the quarter and expects double-digit sequential growth in the fourth quarter as channel inventory drawdowns ease.
Waning Margins Hurt QCOMQualcomm's margins have declined over the years due to high operating expenses and R&D (research & development) costs. QCT EBT declined 18% to $2.19 billion, while its EBT margin contracted 4 percentage points to 26%. Higher product costs and lower revenues outweighed higher average selling prices, reflecting industrywide increases across wafers, assembly, testing, advanced packaging, memory and other materials.
QTL revenues decreased 3% to $1.28 billion, and EBT fell 6% to $881 million. Its EBT margin slipped to 69% from 71%, as lower estimated cellular-product sales and fewer prior-period royalty adjustments offset a favorable revenue-per-unit mix.
The company expects softness in the handset market and a weaker overall device mix to continue in the near future. The shift in the share among original equipment manufacturers at the premium tier has reduced the near-term opportunity to sell integrated chipsets from the Snapdragon platform. In addition, aggressive competition from low-cost chip manufacturers and established players in the mobile phone chipset market is also likely to hurt Qualcomm's profits.
Image Source: Zacks Investment Research
Price PerformanceQualcomm’s shares are up 3.3% over the past year compared with the industry’s growth of 48.3%. It has lagged peers like Hewlett Packard Enterprise Company (HPE - Free Report) and Broadcom Inc. (AVGO - Free Report) . While Hewlett Packard has jumped 152.9%, Broadcom surged 33.9% over this period.
One-Year QCOM Stock Price Performance
Image Source: Zacks Investment Research
QCOM’s Snapdragon & Automotive Business Hold FortAutomotive revenues rose $604 million year over year, driven by a $381 million increase in revenue per unit from favorable mix and higher average selling prices. Another $223 million came from higher shipments tied to new vehicle launches using Snapdragon digital cockpit and ADAS and automated-driving products.
IoT revenues climbed 9% to $1.83 billion, led by favorable mix and growth in industrial networking and robotics. Combined QCT automotive and IoT revenues advanced 28%, and Qualcomm raised its fiscal 2026 exit-rate outlook for annualized automotive sales to approximately $7 billion from $6 billion.
Qualcomm envisions solid growth opportunities within the mobile space, driven by the strength of its Snapdragon portfolio. Leveraging processors with multi-core CPUs with cutting-edge features, amazing graphics and worldwide network connectivity, Qualcomm Snapdragon mobile platforms are fast with superb power efficiency, brilliant camera capabilities and state-of-the-art security solutions.
End NoteQualcomm is likely to benefit from robust automotive and Snapdragon traction. A strong emphasis on quality, diligent execution of operational plans and continuous portfolio enhancements are driving more value for customers.
However, with declining earnings estimates, the stock is witnessing negative investor sentiment. Stiff competition and softness in key end markets are likely to put pressure on the bottom-line growth. High R&D costs erode its profitability to a large extent. Qualcomm is facing a tough operating environment in China, raising questions about its long-term viability plans in the country. It also faces reduced chip orders and near-term uncertainty in memory supply.
With a Zacks Rank #3 (Hold), Qualcomm appears to be treading in the middle of the road, and new investors could be better off if they trade with caution. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Moderna zahájila v Kanadě fázi 1 studie vakcíny mRNA-1469 proti Bundibugyo ebolaviru. Testuje bezpečnost, snášenlivost a imunitní odpověď u zhruba 80 zdravých dospělých.
Phase 1 trial will evaluate safety and immune response for a strain of Ebola virus disease with no licensed vaccines indicated
Phase 1 trial is being conducted in Canada as part of our expanded collaboration with the Coalition for Epidemic Preparedness Innovations (CEPI), building on Moderna's prior filovirus research
CAMBRIDGE, MA / ACCESS Newswire / August 4, 2026 / Moderna, Inc. (NASDAQ:MRNA) today announced that following Health Canada's authorization of the study, the first participants have been vaccinated in a Phase 1 clinical study in Canada evaluating mRNA-1469, the Company's investigational mRNA vaccine being evaluated to prevent Bundibugyo ebolavirus, or BDBV, disease.
The vaccine candidate is being developed using Moderna's mRNA platform, the same technology that demonstrated rapid development, scalability, and global deployment capabilities during the COVID-19 pandemic. The program also builds on Moderna's existing research and development efforts in filoviruses, including Ebola-related viruses.
"Vaccinating the first participants with mRNA-1469 marks an important milestone in advancing a vaccine candidate against Bundibugyo ebolavirus, for which no approved vaccine currently exists," said Stéphane Bancel, Chief Executive Officer of Moderna. "We are grateful to CEPI, Health Canada, the investigators and study participants for their contributions to advance this work."
mRNA-1469 is being advanced under Moderna's expanded strategic collaboration with CEPI, who has committed up to US $50 million to support preclinical testing and the Phase 1 clinical trial. The collaboration also supports the scaled manufacture of additional clinical trial doses in parallel with early clinical development. This approach is intended to enable larger Phase 2 and Phase 3 studies to begin rapidly if Phase 1 results support further development.
"Getting Moderna's vaccine candidate into a Phase 1 trial this rapidly is a major step forward in the fight against this deadly outbreak," said Dr Richard Hatchett, CEPI's Chief Executive Officer. "This fast-growing epidemic is already the second-largest Ebola outbreak in history, and cases are rising more quickly than they did in the 2014 - 2016 West Africa epidemic which remains the largest on record. Every day matters, and every vaccine candidate in clinical trials gives us another shot at getting a safe, effective vaccine to the people who need it as swiftly as possible."
The first-in-human Phase 1 study (ClinicalTrials.gov identifier: NCT07737717) is being conducted at three sites in Canada, and will evaluate the safety, tolerability and immunogenicity of mRNA-1469 in healthy adult participants. The study is expected to enroll approximately 80 participants.
BDBV is one of the viruses that can cause Ebola disease and has been responsible for the active outbreak in the Democratic Republic of the Congo. Although vaccines are available against Zaire ebolavirus, no vaccine is currently approved to protect against disease caused by BDBV. The current outbreak was declared a Public Health Emergency of International Concern (PHEIC) and a Public Health Emergency of Continental Security (PHECS) by the World Health Organization and Africa CDC, respectively. It has already caused more than 3,000 confirmed cases and more than 1,400 deaths, making it one of the largest filovirus outbreaks in history.[1]
If licensed, Moderna is committed to enabling rapid supply and access of its BDBV vaccine to affected countries and to the populations that need them. As part of its agreement with CEPI, Moderna will make available at a minimum 500,000 doses for timely supply to low- and middle-income countries under access pricing.
About Moderna
Moderna is a pioneer and leader in the field of mRNA medicine. Through the advancement of its technology platform, Moderna is reimagining how medicines are made to transform how we treat and prevent diseases. Since its founding, Moderna's mRNA platform has enabled the development of vaccines and therapeutics across infectious diseases, cancer, rare diseases and more.
With a global team and a unique culture, driven by the company's values and mindsets, Moderna's mission is to deliver the greatest possible impact to people through mRNA medicines. For more information about Moderna, please visit modernatx.com and connect with us on X, Facebook, Instagram, YouTube and LinkedIn.
Moderna Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including statements regarding: Moderna's Phase 1 clinical trial of mRNA-1469; the capabilities of Moderna's mRNA platform; Moderna's strategic collaboration with CEPI and CEPI's investment; the ability to rapidly advance into Phase 2 and Phase 3 studies; and the potential for future licensure of a BDBV vaccine and Moderna's ability to enable rapid supply and access. In some cases, forward-looking statements can be identified by terminology such as "will," "may," "should," "could," "expects," "intends," "plans," "aims," "anticipates," "believes," "estimates," "predicts," "potential," "continue," or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. The forward-looking statements in this press release are neither promises nor guarantees, and you should not place undue reliance on these forward-looking statements because they involve known and unknown risks, uncertainties, and other factors, many of which are beyond Moderna's control and which could cause actual results to differ materially from those expressed or implied by these forward-looking statements. These risks, uncertainties, and other factors include, among others, those risks and uncertainties described under the heading "Risk Factors" in Moderna's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (SEC), and in subsequent filings made by Moderna with the SEC, which are available on the SEC's website at www.sec.gov. Except as required by law, Moderna disclaims any intention or responsibility for updating or revising any forward-looking statements contained in this press release in the event of new information, future developments or otherwise. These forward-looking statements are based on Moderna's current expectations and speak only as of the date of this press release.
Moderna Contacts
Media:
Chris Ridley
Vice President, Global Head of Communications
+1 617-800-3651 [email protected]
Sacha Kennedy
Director, Communications and Media, Canada [email protected]
Investors:
Lavina Talukdar
Senior Vice President & Head of Investor Relations
+1 617-209-5834 [email protected]
IBM a Sarvam budou v Indii pilotně zavádět sovereign AI pro služby občanům a administrativní procesy ve veřejném sektoru. Partnerství má podpořit vícejazyčné a hlasové interakce.
Key Takeaways IBM and Sarvam will pilot sovereign AI tools for citizen services and administrative workflows in India.watsonx and hybrid cloud demand support IBM as enterprises manage more complex multi-cloud workloads.Rising earnings estimates lift sentiment, but competition, pricing pressure and Anthropic remain risks. International Business Machines Corporation (IBM - Free Report) has partnered with India-based artificial intelligence (AI) company Sarvam to develop and test sovereign AI technologies for government agencies and regulated industries in the subcontinent. The collaboration aims to build AI systems that give organizations greater control over data, governance and operations while supporting digital transformation across the public sector.
IBM and Sarvam will jointly pilot AI applications for citizen services, grievance redressal, document processing and administrative workflows. The companies expect the solutions to support multilingual and voice-enabled interactions, enabling government departments to engage with citizens in multiple Indian languages through existing digital platforms. By combining IBM's enterprise AI infrastructure with Sarvam's locally developed AI models, the partnership aims to evaluate how sovereign AI technologies can be deployed to meet the operational and regulatory needs of India's public sector.
IBM Bets Big on AIIBM’s watsonx platform is likely to be the core technology platform for its AI capabilities. watsonx delivers the value of foundational models to the enterprise, enabling them to be more productive. This enterprise-ready AI and data platform comprises three products to help organizations accelerate and scale AI: the watsonx.ai studio for new foundation models, generative AI and machine learning, the watsonx.data fit-for-purpose data store built on an open lake house architecture and the watsonx.governance toolkit to help enable AI workflows to be built with responsibility and transparency.
Solid Hybrid Cloud Demand Buoys IBMIn addition to AI, IBM is likely to benefit from solid demand trends for hybrid cloud. With a surge in traditional cloud-native workloads and associated applications, along with a rise in generative AI deployment, there is a radical expansion in the number of cloud workloads that enterprises are currently managing. This has resulted in heterogeneous, dynamic and complex infrastructure strategies, which have led firms to undertake a cloud-agnostic and interoperable approach to highly secure multi-cloud management, translating into a healthy demand for IBM hybrid cloud solutions.
The buyout of HashiCorp has significantly augmented IBM’s capabilities to assist enterprises in managing complex cloud environments. HashiCorp’s toolsets complement IBM RedHat’s portfolio, bringing additional functionalities for cloud infrastructure management and bolstering its hybrid multi-cloud approach.
Price PerformanceIBM has plummeted 9.7% over the past year against the industry’s growth of 182.8%, lagging peers like Microsoft Corporation (MSFT - Free Report) and Amazon.com, Inc. (AMZN - Free Report) . While Amazon has inched up 32.9%, Microsoft declined 7.6% over this period.
One-Year IBM Stock Price Performance
Image Source: Zacks Investment Research
Estimate Revision TrendIBM is currently witnessing an uptrend in estimate revisions. Earnings estimates for IBM for 2026 have moved up 3.4% to $12.34 over the past year, while the same for 2027 has increased 4.3% to $13.23. The positive estimate revision portrays bullish sentiments about the stock’s growth potential.
Image Source: Zacks Investment Research
Stiff Competition, Price Wars Dent IBM's GrowthDespite solid hybrid cloud and AI traction, IBM is facing stiff competition from Amazon Web Services and Microsoft Azure. Increasing pricing pressure is eroding margins, and profitability has trended down over the years, barring occasional spikes. Weaknesses in its traditional business and foreign exchange volatility remain a significant concern.
The company faces a potent threat from AI firm Anthropic as the latter’s Claude Code tool can modernize legacy COBOL systems — a foundational programming language deeply embedded in IBM’s mainframe ecosystem. With Claude Code proposing to substantially automate code exploration, documentation, refactoring and security analysis, it threatens to reduce enterprises’ reliance on specialized legacy service providers like IBM, bringing its sustenance at stake.
Image Source: Zacks Investment Research
End NoteWith solid fundamentals and healthy revenue-generating potential, IBM is likely to benefit from increasing client demands to modernize core systems, redesign workflows and extract more value from huge troves of data. A strong emphasis on hybrid cloud and an AI focus are driving value for customers. The stock is witnessing a positive investor perception on improving earnings estimates.
However, IBM’s growth is dented by high operating costs and stiff competition that reduce its profitability. The company faces a potent threat from Anthropic and needs to fine-tune its business model to remain competitive. With a Zacks Rank #3 (Hold), IBM appears to be treading in the middle of the road, and new investors can be better off if they trade with caution. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Macy's za poslední měsíc vzrostla o 9,6 % a v předchozí seanci dosáhla nového 52týdenního maxima 26,15 USD. Zisk na akcii za poslední čtvrtletí překonal odhad a akcie má Zacks Rank #2 (Buy).
A strong stock as of late has been Macy's (M - Free Report) . Shares have been marching higher, with the stock up 9.6% over the past month. The stock hit a new 52-week high of $26.15 in the previous session. Macy's has gained 17.7% since the start of the year compared to the 8.3% gain for the Zacks Retail-Wholesale sector and the 6.4% return for the Zacks Retail - Regional Department Stores industry.
What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on June 3, 2026, Macy's reported EPS of $0.13 versus consensus estimate of $0.02 while it beat the consensus revenue estimate by 1.28%.
For the current fiscal year, Macy's is expected to post earnings of $2.19 per share on $21.76 in revenues. This represents a -5.6% change in EPS on a -0.6% change in revenues. For the next fiscal year, the company is expected to earn $2.33 per share on $21.74 in revenues. This represents a year-over-year change of 6.12% and -0.12%, respectively.
Valuation MetricsMacy's may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Macy's has a Value Score of A. The stock's Growth and Momentum Scores are A and F, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 11.8X current fiscal year EPS estimates, which is not in-line with the peer industry average of 16.1X. On a trailing cash flow basis, the stock currently trades at 4.5X versus its peer group's average of 11.5X. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making Macy's an interesting choice for value investors.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, Macy's currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Macy's meets the list of requirements. Thus, it seems as though Macy's shares could have a bit more room to run in the near term.
Slack tvořil téměř polovinu zakázek Salesforce nad 1 milion USD ACV a bookings v této kategorii meziročně vzrostly o 80 %. Více než 1 milion uživatelů si během šesti týdnů osvojilo Slack MCP, zatímco Agentic Work Units vzrostly téměř o 350 %.
Key Takeaways Slack accounted for nearly half of Salesforce's $1M-plus ACV deals, with bookings up 80% year over year.More than 1 million users adopted Slack MCP in six weeks, while Agentic Work Units jumped nearly 350%.Slack's links with Agentforce and Data 360 could lift cross-selling, retention and Salesforce's revenue mix. Slack is becoming a much bigger contributor to Salesforce, Inc.'s (CRM - Free Report) artificial intelligence (AI) strategy. Once known primarily as a workplace messaging platform, Slack is now evolving into an AI-powered collaboration hub that connects employees, applications and AI agents. This transformation could help Salesforce generate higher-value software revenues and deepen customer relationships.
The momentum is already visible. During the first quarter of fiscal 2027, Slack accounted for nearly half of Salesforce's deals worth more than $1 million in annual contract value. Slack bookings in this category increased 80% year over year, reflecting strong enterprise demand for AI-enabled workplace solutions.
Salesforce is also embedding AI capabilities directly into Slack. Slackbot now functions as a Model Context Protocol (“MCP”) client, enabling users to interact with enterprise applications using natural language. The company reported that more than 1 million users adopted Slack MCP within its first six weeks, while Slack Agentic Work Units surged nearly 350% sequentially. These metrics highlight growing customer engagement with AI-powered workflows.
The tighter integration between Slack, Agentforce and Data 360 creates additional cross-selling opportunities. Customers using Slack can more easily adopt Salesforce's broader AI platform, helping increase spending across multiple products. This ecosystem approach also improves customer retention by making Salesforce's offerings more deeply integrated into daily business operations.
Salesforce's first-quarter fiscal 2027 revenues rose 13% year over year to $11.13 billion, supported by strong AI demand. As Slack continues evolving into an enterprise AI platform rather than just a communication tool, it could contribute a larger share of Salesforce's revenue mix and support sustainable long-term growth. The Zacks Consensus Estimate for full-fiscal 2027 revenues is currently pegged at $46.09 billion, indicating a year-over-year increase of approximately 11%.
How Do Salesforce's Collaboration Rivals Compare?Two key competitors challenging Salesforce's AI-powered collaboration strategy are Microsoft Corporation (MSFT - Free Report) and Zoom Communications, Inc. (ZM - Free Report) . Both are embedding generative AI into workplace collaboration platforms to increase customer engagement and drive higher software spending.
Microsoft has integrated Copilot across Microsoft Teams and Microsoft 365, giving users AI-powered meeting summaries, content creation and workflow automation. This strategy is helping expand the value of its productivity suite.
In the fourth quarter of fiscal 2026, Microsoft reported revenues of $90 billion, up 18% year over year, while Microsoft 365 Commercial cloud revenues increased 14%. The company also reported Azure revenue growth of 43%, providing a strong foundation for continued AI investments that compete directly with Salesforce's Slack ecosystem.
Zoom is also expanding beyond video conferencing by embedding Zoom AI Companion across meetings, chat and contact center offerings. In the first quarter of fiscal 2027, Zoom's enterprise revenues increased 7% year over year to about $758 million, while enterprise customers generating more than $100,000 in annual revenues grew 8% to nearly 4,534.
Zoom is using AI to encourage customers to adopt multiple products, similar to Salesforce's strategy of linking Slack with Agentforce and Data 360.
Salesforce’s Price Performance, Valuation and EstimatesShares of Salesforce have plunged 29.8% year to date, while the Zacks Internet – Software industry has fallen 11.3%.
Salesforce YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CRM trades at a forward price-to-earnings ratio of 12.55, significantly below the industry’s average of 26.22.
Salesforce Forward 12-Month P/E Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Salesforce’s fiscal 2027 and 2028 earnings implies a year-over-year increase of approximately 13.1% and 9.3%, respectively. Estimates for fiscal 2027 earnings have been revised upward in the past seven days, while estimates have been revised downward for fiscal 2028 over the past seven days.
Image Source: Zacks Investment Research
Salesforce currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Clorox Co (NYSE:CLX) reported better-than-expected earnings for the fourth quarter on Monday.
The company posted quarterly earnings of $1.66 per share which beat the analyst consensus estimate of $1.65 per share. The company reported quarterly sales of $1.948 billion which beat the analyst consensus estimate of $1.898 billion.
Clorox said it sees FY2027 adjusted EPS of $5.70-$6.00, versus market estimates of $5.97. The company expects sales of $7.594 billion-$7.661 billion, versus estimates of $7.501 billion.
Clorox shares rose 1.8% to $100.00 in pre-market trading.
These analysts made changes to their price targets on Clorox following earnings announcement.
Evercore ISI Group analyst Javier Escalante maintained the stock with an Underperform rating and raised the price target from $98 to $99. Wells Fargo analyst Chris Carey maintained the stock with an Equal-Weight rating and raised the price target from $95 to $102. Considering buying CLX stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
In its upcoming report, American International Group (AIG - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $1.89 per share, reflecting an increase of 4.4% compared to the same period last year. Revenues are forecasted to be $7.27 billion, representing a year-over-year increase of 6.3%.
The consensus EPS estimate for the quarter has been revised 0.8% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
With that in mind, let's delve into the average projections of some American International Group metrics that are commonly tracked and projected by analysts on Wall Street.
Based on the collective assessment of analysts, 'Revenues- Total net investment income' should arrive at $981.31 million. The estimate indicates a year-over-year change of -33.1%.
Analysts' assessment points toward 'General Insurance- North America Commercial- Net premiums earned' reaching $2.38 billion. The estimate indicates a year-over-year change of +11.8%.
The consensus among analysts is that 'General Insurance- International Commercial- Net premiums earned' will reach $2.32 billion. The estimate indicates a change of +9.2% from the prior-year quarter.
The average prediction of analysts places 'General Insurance- Global Personal- Net premiums earned' at $1.64 billion. The estimate indicates a change of +1.2% from the prior-year quarter.
Analysts forecast 'General Insurance - North America Commercial - Loss ratio' to reach 65.0%. The estimate compares to the year-ago value of 62.8%.
The combined assessment of analysts suggests that 'General Insurance - International Commercial - Combined ratio' will likely reach 87.6%. The estimate compares to the year-ago value of 85.9%.
Analysts expect 'General Insurance - North America Commercial - Combined ratio' to come in at 88.1%. Compared to the present estimate, the company reported 85.9% in the same quarter last year.
According to the collective judgment of analysts, 'General Insurance - International Commercial - Expense ratio' should come in at 30.3%. The estimate compares to the year-ago value of 30.8%.
Analysts predict that the 'General Insurance - Loss ratio' will reach 59.7%. Compared to the present estimate, the company reported 58.3% in the same quarter last year.
The consensus estimate for 'General Insurance - Expense ratio' stands at 30.4%. The estimate is in contrast to the year-ago figure of 31.0%.
It is projected by analysts that the 'General Insurance - Combined ratio' will reach 90.1%. Compared to the present estimate, the company reported 89.3% in the same quarter last year.
The collective assessment of analysts points to an estimated 'General Insurance - Acquisition ratio' of 17.7%. Compared to the present estimate, the company reported 17.8% in the same quarter last year.
View all Key Company Metrics for American International Group here>>>
Shares of American International Group have demonstrated returns of -2.4% over the past month compared to the Zacks S&P 500 composite's +1.7% change. With a Zacks Rank #3 (Hold), AIG is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Palantir varuje, že firmy při používání AI předávají i své „nejdůležitější tajemství“ a tím oslabují vlastní konkurenční výhodu. Zájem o „AI sovereignty“ podle firmy roste.
Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.
Palantir’s Warning: Your Competitive Edge Could Be at RiskTaylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.
“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.
Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.
That concern is becoming a key selling point for Palantir’s software.
Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”
Why Palantir Says Companies Are Changing Their ApproachChief Executive Officer Alex Karp said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.
During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”
Later in the Q&A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.
Why Investors Should WatchFor Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.
Image via Shutterstock
Market News and Data brought to you by Benzinga APIs
Palantir Technologies sází na software, který funguje s jakýmkoli AI modelem zákazníka, místo aby utrácel za vlastní modely a datová centra. V první polovině roku 2026 vytvořil provozní cash flow 2,1 mld. USD při kapitálových výdajích jen 22 mil. USD.
Palantir Technologies Inc. (NASDAQ:PLTR) chose a different path.
Rather than building its own AI model or investing heavily in data centers, the company built software designed to work with whichever AI model its customers choose. That means Palantir doesn’t necessarily need one AI company to win. As businesses adopt AI across their operations, the company can potentially benefit regardless of whether the underlying technology comes from OpenAI, Anthropic, Google or another provider.
The strategy is translating into remarkable growth.
Unlike Nvidia, however, Palantir isn’t selling chips that power AI. Nor is it building the massive computing infrastructure required to train increasingly powerful AI models.
Instead, its software helps enterprises connect AI with their own data, workflows and day-to-day operations, regardless of which underlying AI model they use.
Billions in Cash Flow, Millions in Capital SpendingPalantir’s business model also looks very different from much of the AI industry.
The company generated $2.1 billion in operating cash flow during the first half of 2026 while spending just $22 million on capital expenditures, or investments in long-term assets such as offices, equipment and infrastructure. That works out to well below 1% of revenue, illustrating how little physical infrastructure Palantir needs to grow compared with companies building AI data centers.
For perspective, that capex-to-revenue share stands at about 23% for Microsoft and Alphabet, 35% for Meta and 83% for Oracle Corp (NYSE:ORCL).
The contrast underscores a broader shift taking shape across the AI economy. While one group of companies is investing enormous sums to build the technology that powers AI, another is focused on helping businesses actually use it.
Why Investors Should WatchPalantir believes that second opportunity could prove just as important.
Shyam Sankar, Chief Technology Officer argued during the earnings call that the industry has become too focused on creating more powerful AI while paying less attention to turning that technology into measurable business results.
“The market has created far more intelligence than it has converted into value,” Sankar said.
For investors, that may be the bigger story. Rather than betting on a single AI winner, Palantir has positioned itself to benefit from the broader adoption of AI across enterprises—regardless of which company ultimately builds the dominant model.
Image via Shutterstock
Market News and Data brought to you by Benzinga APIs
Unity Software očekává za 2. čtvrtletí tržby 505–515 mil. USD a upravenou EBITDA 130–135 mil. USD. Firma těžila z AI reklamy Vector, vyšších cen a stabilnějšího Unity 6.
Key Takeaways Unity Software expects Q2 revenues of $505-$515 million and adjusted EBITDA of $130-$135 million.U likely benefited from Vector AI ad platform momentum, pricing gains and Unity 6 product stability.Unity Software expects steady growth from AI tools, non-gaming traction and disciplined cost management. Unity Software (U - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 06, 2026.
For the second quarter, Unity expects total net revenues between $505-$515 million. Strategic revenue is expected in the range of $455-$465 million, implying a rise of 29-32% year over year. Within that, Strategic Growth revenue is expected between $302 million and $306 million, suggesting an increase of 50-52% year over year and Strategic Create revenue is guided in the range of $154-$158 million, indicating a rise of 11-14% year over year.
Adjusted EBITDA is expected in the range of $130-$135 million, indicating year-over-year growth of 44-49%.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $511.84 million, suggesting 16.08% year-over-year growth.
The consensus mark for earnings is pegged at 24 cents per share, unchanged over the past 30 days. This projection indicates a year-over-year increase of 16.08%.
Unity surpassed the Zacks Consensus Estimate for earnings in two of the trailing four quarters, while missing it twice with an average positive surprise of 7.37%.
Let us see how things are shaping up for the upcoming announcement.
Key Factors to ConsiderUnity's second-quarter performance is expected to have benefited from continued momentum in Vector, its AI-powered advertising platform. Improved targeting and product enhancements have likely driven higher advertiser spending. Strong sequential growth has been supported by richer data signals and ongoing machine learning improvements. The integration of runtime data into Vector is expected to strengthen ad personalization and targeting over time, though this contribution likely remained modest and gradual rather than an immediate step change.
The Strategic Create segment is likely to have benefited from higher pricing and improving product stability. Unity has reduced user-reported issues following the Unity 6 rollout, helping it maintain a leading position in mobile game creation. The public beta launch of Unity AI and rising adoption of AI-assisted development tools likely supported customer engagement. Early retention data has been encouraging, with a majority of beta users still active five days after adoption. Healthy traction in non-gaming verticals, particularly automotive HMI, likely provided an additional growth driver. The planned launch of Unity's commerce platform may have added an early, modest revenue contribution.
Disciplined cost management likely continued to support profitability despite ongoing investment in AI research and development. Operating leverage from lower sales, marketing and G&A spending probably offset elevated cloud costs tied to AI testing. The combination of steady revenue growth and improving margins is expected to have supported second quarter results, alongside continued progress toward the company's longer-term profitability targets.
What Our Model Says About UnityOur proven model does not conclusively predict an earnings beat for Unity this time around. Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as you can see below.
Unity currently has an Earnings ESP of 0.00% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Sandisk Corporation (SNDK - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, Sandisk has an Earnings ESP of +4.13% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Sandisk’s fourth-quarter earnings is pegged at $34.24 per share, indicating a year-over-year surge of 11,707%. Earnings estimates for the quarter have been revised upward by 5.7% over the past 60 days.
Western Digital Corporation (WDC - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, Western Digital has an Earnings ESP of +3.22% and flaunts a Zacks Rank #1.
The Zacks Consensus Estimate for Western Digital’s fourth-quarter earnings is pegged at $3.35 per share, calling for a year-over-year increase of 101.8%. Earnings estimates for the quarter have been revised upward by 3 cents in the past 30 days.
MKS Inc. (MKSI - Free Report) is scheduled to report second-quarter 2026 results on Aug. 5. Currently, MKS has an Earnings ESP of +2.64% and carries a Zacks Rank #2.
The Zacks Consensus Estimate for MKS’ second-quarter earnings is pegged at $2.93 per share, calling for a year-over-year jump of 65.5%. Earnings estimates for the quarter have been revised northward by a penny in the past 30 days.
In its upcoming report, Lyft (LYFT - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.39 per share, reflecting an increase of 56% compared to the same period last year. Revenues are forecasted to be $1.81 billion, representing a year-over-year increase of 13.7%.
Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
In light of this perspective, let's dive into the average estimates of certain Lyft metrics that are commonly tracked and forecasted by Wall Street analysts.
According to the collective judgment of analysts, 'Gross Bookings' should come in at $5.37 billion. The estimate compares to the year-ago value of $4.49 billion.
The consensus estimate for 'Active Riders' stands at 30.36 million. The estimate compares to the year-ago value of 26.10 million.
Analysts' assessment points toward 'Rides' reaching 259.20 million. The estimate is in contrast to the year-ago figure of 234.80 million.
View all Key Company Metrics for Lyft here>>>
Over the past month, Lyft shares have recorded returns of +6.4% versus the Zacks S&P 500 composite's +1.7% change. Based on its Zacks Rank #5 (Strong Sell), LYFT will likely underperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Wayfair (W - Free Report) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1.06%. A quarter ago, it was expected that this online home goods retailer would post earnings of $0.26 per share when it actually produced earnings of $0.26, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Wayfair, which belongs to the Zacks Internet - Commerce industry, posted revenues of $3.52 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.52%. This compares to year-ago revenues of $3.27 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Wayfair shares have lost about 11.1% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Wayfair?While Wayfair has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Wayfair 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 $0.77 on $3.28 billion in revenues for the coming quarter and $2.94 on $13.17 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Commerce is currently in the bottom 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, MercadoLibre (MELI - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This operator of an online marketplace and payments system in Latin America is expected to post quarterly earnings of $8.69 per share in its upcoming report, which represents a year-over-year change of -15.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
MercadoLibre's revenues are expected to be $9.77 billion, up 43.9% from the year-ago quarter.
Roku čeká ve 2. čtvrtletí výnosy kolem 1,3 mld. USD, přičemž Platform by měl růst asi o 20 % meziročně. Divize Devices má být pod tlakem vyšších nákladů na paměť.
Key Takeaways ROKU expects about $1.3B in Q2 revenues, with Platform revenues up about 20% year over year.Roku's ads and subscription businesses likely benefited from platform upgrades and partner expansion.ROKU's Devices segment likely faced margin pressure from higher memory costs despite price increases. Roku (ROKU - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 06, 2026.
For the second quarter, Roku expects total net revenues of approximately $1.3 billion. Platform revenues are expected to grow approximately 20% year over year. Device revenues are anticipated to be down in the high single digits year over year. Roku expects total gross profit of approximately $580 million and adjusted EBITDA of $170 million for the quarter.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $1.3 billion, suggesting 16.98% year-over-year growth.
The consensus mark for earnings is pegged at 61 cents per share, unchanged over the past 30 days. This projection indicates a year-over-year increase of 771.43%.
Roku surpassed the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with an average surprise of 107.32%.
Let us see how things are shaping up for the upcoming announcement.
Key Factors to ConsiderRoku's second-quarter performance is expected to have been driven by its Platform segment. Advertising revenues are likely to have benefited from higher adoption of Ads Manager and deeper integrations with third-party demand-side platforms, including Amazon DSP, The Trade Desk and Google's Display & Video 360. Home screen advertising enhancements and expanding programmatic capabilities may have also supported monetization. However, advertising growth is likely to have moderated due to tougher year-over-year comparisons. The broader advertising spending environment also remained uncertain, which may have weighed on demand.
Subscription revenues are likely to have benefited from the continued rollout of Tier 1 partners, including Apple TV and Peacock. Expansion of premium subscriptions into additional international markets may have also supported growth. Continued investments in AI-powered content discovery and advertising tools likely improved the user experience and platform efficiency. However, the financial contribution from these initiatives may have remained modest. Growth may have also normalized as the Frndly acquisition anniversary passed, reducing the inorganic boost seen in earlier quarters.
The Devices segment is likely to have remained under pressure. Higher memory costs may have continued to weigh on device margins despite relatively stable unit demand. Recent price increases across Roku's streaming player portfolio may have provided some relief, though the benefit was likely to have been limited in the quarter.
The pending acquisition by Fox Corporation remained a key development during the quarter. While the transaction is unlikely to have materially affected second-quarter operating results, it may have remained an important consideration for investors as regulatory and shareholder approval processes continued. Overall, competitive pressures and macroeconomic uncertainty likely continued to influence Roku's second-quarter performance.
What Our Model Says About Roku StockOur proven model does not conclusively predict an earnings beat for Roku this time around. Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case here, as you can see below.
Roku currently has an Earnings ESP of 0.00% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Sandisk Corporation (SNDK - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, Sandisk has an Earnings ESP of +4.13% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Sandisk’s fiscal fourth-quarter earnings is pegged at $34.24 per share, indicating a year-over-year surge of 11,707%. Earnings estimates for the quarter have been revised upward by 5.7% over the past 60 days.
Western Digital Corporation (WDC - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, Western Digital has an Earnings ESP of +3.22% and flaunts a Zacks Rank #1.
The Zacks Consensus Estimate for Western Digital’s fiscal fourth-quarter earnings is pegged at $3.35 per share, calling for a year-over-year increase of 101.8%. Earnings estimates for the quarter have been revised upward by 3 cents in the past 30 days.
MKS Inc. (MKSI - Free Report) is scheduled to report second-quarter 2026 results on Aug. 5. Currently, MKS has an Earnings ESP of +2.64% and carries a Zacks Rank #2.
The Zacks Consensus Estimate for MKS’ second-quarter earnings is pegged at $2.93 per share, calling for a year-over-year jump of 65.5%. Earnings estimates for the quarter have been revised northward by a penny in the past 30 days.
BlackBerry v 1. čtvrtletí fiskálního roku 2027 zvýšila tržby o 26 % a upravený EBITDA více než zdvojnásobila na 36 milionů USD. Firma zároveň zvedla celoroční výhled tržeb na 594–621 milionů USD.
Key Takeaways BlackBerry's shares have surged 124.8% in 2026 as revenues, EBITDA and cash flow improved.QNX revenues rose 26% to $72 million, with new licenses and partnerships supporting long-term growth.BlackBerry raised its revenue outlook, though valuation, competition and execution risks remain. BlackBerry Limited (BB - Free Report) has staged an impressive comeback in 2026 with shares having rallied 124.8% year to date (“YTD”), outperforming the Internet Software industry (down 11.4%) and the S&P 500 composite (up 9.5%). The rally is underpinned by structural growth drivers and a strong business model.
Price Performance
Image Source: Zacks Investment Research
Yet, despite this strong run, the stock remains well below the 52-week high of $13.59, closing its last day at $8.52. This raises a key question for investors: has the easy money already been made, or does BlackBerry still offer meaningful upside?
BB: Continued Execution MomentumBlackBerry delivered a strong start to fiscal 2027 with first-quarter revenues marking a 26% year-over-year increase. Profitability was equally impressive, with adjusted EBITDA more than doubling to $36 million. BlackBerry also reported positive GAAP net income for the fifth consecutive quarter
Image Source: Zacks Investment Research
Management highlighted that both its core segments — QNX and Secure Communications — achieved “Rule of 40” performance, reflecting a combination of strong growth and profitability.
The company also generated positive free cash flow, even in a seasonally weaker quarter.
The balance sheet remains strong, with $423 million in cash and investments and continued repurchases reinforce capital allocation discipline.
BlackBerry repurchased 2.6 million shares during the quarter for approximately $10 million. Since its launch in May last year, the company has bought back 18 million shares totaling $17 million. Last month, BlackBerry renewed and expanded its share repurchase program, authorizing the buyback of approximately 27 million additional shares.
QNX: The Core Growth EngineQNX remained the key catalyst, with revenues climbing 26% year over year to $72 million. The segment benefited from broad-based strength, particularly in development licenses, which hit their highest level in eight quarters. This metric serves as an early indicator of future royalty streams, reflecting customer investments in new software platforms that will take years to reach production.
Management emphasized that these tools are tied to new platforms, including its SDP 8 architecture, which positions the company for multi-year revenue visibility.
Management highlighted partnerships with major chipmakers such as NVIDIA and Qualcomm, underscoring QNX’s role as a foundational software layer in next-generation intelligent systems.
Beyond automotive, General Embedded Markets and Physical AI are emerging as a fast-growing opportunity, expanding QNX’s reach into industrial automation, robotics and medical devices.
Additionally, the company continues to advance Alloy Kore, a platform expected to significantly increase software content per vehicle, boost average selling price by multiples and drive backlog. While still early, management remains positive about securing a design win within the current fiscal year.
Secure Comms: Headwind to Growth ContributorSecure Communications also delivered a standout quarter, with revenues increasing 24% year over year to $74 million. The segment is witnessing improved performance anchored by government demand, recurring revenues and customer retention. Rising demand for digital sovereignty and cybersecurity modernization by governments across the globe is creating a powerful tailwind.
Underlying metrics such as annual recurring revenue (“ARR”) and customer retention indicate a steady base. ARR grew 5% to $220 million, with a healthy dollar-based net retention rate, or DBNRR came in at 92%.
BB’s Strong OutlookEncouraged by the strong start, BlackBerry now expects total revenues between $594 million and $621 million compared with $584-$611 million projected earlier. Adjusted EBITDA is projected between $119 million and $139 million.
QNX revenues are expected in the range of $295-$312 million and adjusted EBITDA at $74-$86 million. It expects Secure Communications revenues of $270-$280 million and adjusted EBITDA of $57-$65 million. Licensing & Other revenues are expected to be roughly $29 million.
The strong start to fiscal 2027 and subsequent outlook revision reinforces that BlackBerry’s turnaround strategy is gaining traction.
However, the path is not without challenges. Secure Communications remains exposed to deal-timing variability and this could impact performance. In addition, some of BlackBerry’s most exciting opportunities, such as physical AI, robotics and the Alloy Kore platform, remain in the early stages, introducing execution risk. Heavy reliance on the automotive industry is a concern. The QNX platform remains heavily exposed to vehicle production cycles and OEM spending, which, in turn, are highly dependent on macro conditions. BlackBerry faces increasing competitive pressures in both QNX and cybersecurity businesses.
Within QNX, it faces Wind River (VxWorks) and Alphabet’s (GOOGL - Free Report) Android Automotive OS. The cybersecurity business is pitted against CrowdStrike (CRWD - Free Report) , Palo Alto Networks (PANW - Free Report) and a host of other cybersecurity companies.
Image Source: Zacks Investment Research
Given all this, the estimates for the current fiscal year have been revised downward over the past 60 days.
What to Make of BB’s Premium Valuation?After a sharp rally, valuation becomes a key consideration.
Image Source: Zacks Investment Research
In terms of the forward 12-month price/earnings ratio, BB is trading at 43.83X, way higher than the Internet-Software sector’s multiple of 27.32X. The premium appears somewhat justified given the company’s improving fundamentals and long-term growth prospects.
In comparison, GOOGL trades at a forward 12-month P/E multiple of 21.86, while CRWD and PANW are trading at multiples of 144.45X and 91.99X, respectively.
Shares of GOOGL, CRWD and PANW have gained 19.3%, 72.8% and 88.4%, respectively, year to date.
Investment View: Here’s Why BB Is Still a BuyBB currently carries a Zacks Rank #2 (Buy).
Strong QNX momentum, emerging opportunities in the GEM space and a resurgent Secure Communications segment all point to meaningful long-term potential. With significant gains already, the buying opportunity may no longer be as attractive as earlier, but for investors with a long-term horizon, BlackBerry’s transformation suggests that the rally may not be over just yet.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The upcoming report from APA (APA - Free Report) is expected to reveal quarterly earnings of $1.85 per share, indicating an increase of 112.6% compared to the year-ago period. Analysts forecast revenues of $2.43 billion, representing a decline of 6.8% year over year.
Over the last 30 days, there has been a downward revision of 21.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
Given this perspective, it's time to examine the average forecasts of specific APA metrics that are routinely monitored and predicted by Wall Street analysts.
Analysts predict that the 'Oil, natural gas, and natural gas liquids production revenues- Oil revenues' will reach $1.76 billion. The estimate suggests a change of +27.6% year over year.
Analysts forecast 'Oil, natural gas, and natural gas liquids production revenues' to reach $2.03 billion. The estimate points to a change of +18% from the year-ago quarter.
According to the collective judgment of analysts, 'Oil, natural gas, and natural gas liquids production revenues- Natural gas liquids revenues' should come in at $168.19 million. The estimate suggests a change of +9.9% year over year.
Analysts expect 'Oil, natural gas, and natural gas liquids production revenues- Natural gas revenues' to come in at $96.53 million. The estimate points to a change of -47.5% from the year-ago quarter.
It is projected by analysts that the 'Revenues- United States' will reach $1.20 billion. The estimate suggests a change of -12.8% year over year.
Analysts' assessment points toward 'Revenues- North Sea' reaching $191.08 million. The estimate indicates a change of +15.1% from the prior-year quarter.
The collective assessment of analysts points to an estimated 'Revenues- Egypt' of $799.78 million. The estimate points to a change of +27% from the year-ago quarter.
The combined assessment of analysts suggests that 'Production volume per day - Total' will likely reach 408 thousands of barrels of oil equivalent per day. Compared to the current estimate, the company reported 465 thousands of barrels of oil equivalent per day in the same quarter of the previous year.
Based on the collective assessment of analysts, 'Production volume per day - Oil - Total' should arrive at 213.61 thousands of barrels of oil. The estimate is in contrast to the year-ago figure of 235.24 thousands of barrels of oil.
The consensus estimate for 'Production volume per day - Natural gas - Total' stands at . The estimate is in contrast to the year-ago figure of .
The average prediction of analysts places 'Production volume per day - NGL - Total' at 69.33 thousands of barrels of oil. The estimate compares to the year-ago value of 80.82 thousands of barrels of oil.
The consensus among analysts is that 'Average price per barrel - NGL - Total' will reach $26.95 . The estimate compares to the year-ago value of $20.49 .
View all Key Company Metrics for APA here>>>
Over the past month, shares of APA have returned +13.6% versus the Zacks S&P 500 composite's +1.7% change. Currently, APA carries a Zacks Rank #4 (Sell), suggesting that it may underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Eli Lilly and Company má ve středu před otevřením trhu oznámit výsledky za 2. čtvrtletí; analytici čekají zisk 6,06 USD na akcii a tržby 20,6851 miliardy USD.
Eli Lilly and Company (NYSE:LLY – Get Free Report) is projected to announce its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect Eli Lilly and Company to post earnings of $6.06 per share and revenue of $20.6851 billion for the quarter. Interested persons can find conference call details on the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 10:00 AM ET.
Eli Lilly and Company Price Performance LLY stock opened at $1,122.32 on Tuesday. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,249.45. The stock has a market cap of $1.06 trillion, a price-to-earnings ratio of 39.87, a P/E/G ratio of 1.43 and a beta of 0.51. The company has a 50 day simple moving average of $1,153.77 and a 200 day simple moving average of $1,044.22.
Eli Lilly and Company Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.
Wall Street Analysts Forecast Growth Several brokerages recently weighed in on LLY. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 1st. Barclays raised their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Sanford C. Bernstein lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Jefferies Financial Group boosted their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,283.64.
Check Out Our Latest Stock Analysis on Eli Lilly and Company
Eli Lilly and Company News Summary Here are the key news stories impacting Eli Lilly and Company this week:
Positive Sentiment: Lilly plans to provide limited early access to experimental obesity drug retatrutide before potential U.S. FDA approval. The next-generation therapy could strengthen Lilly’s leadership in the rapidly expanding obesity market, although early access does not guarantee regulatory approval. Eli Lilly to offer early access to next-gen obesity drug to some patients Positive Sentiment: The FDA granted Breakthrough Therapy designation to olomorasib for previously treated patients with advanced pancreatic cancer carrying KRAS G12C mutations. The designation may accelerate development and regulatory review of Lilly’s investigational cancer treatment, expanding its pipeline beyond diabetes and obesity. Lilly’s olomorasib receives FDA Breakthrough Therapy designation Positive Sentiment: Investor attention remains focused on strong demand for Mounjaro and Zepbound, which are expected to drive second-quarter revenue and earnings growth. Lilly’s recent results showed rapid year-over-year expansion, while several analysts maintain price targets above current trading levels. Will Mounjaro and Zepbound Drive Lilly’s Q2 Results Neutral Sentiment: LLY is approaching a major earnings catalyst. Market commentary points to potential upside if sales exceed expectations but also warns that the stock could experience a large move in either direction because strong growth expectations are already embedded in its valuation. Eli Lilly Could Swing Over $76 Billion in Value After Earnings Negative Sentiment: Valuation analyses suggest the stock may be priced above estimates of its cash-flow-based intrinsic value after rising more than 300% over five years. This raises the bar for earnings, guidance and future obesity-drug growth. Eli Lilly Stock Looks Below Fair Value on Cash Flow Negative Sentiment: Novo Nordisk is attempting to regain momentum in the obesity-drug race, potentially increasing pricing and market-share pressure on Lilly. Separately, an executive’s recent open-market sale provides a modest negative sentiment signal, though it does not establish a change in company fundamentals. Obesity battle heats up as Novo competes with Lilly Institutional Trading of Eli Lilly and Company Several institutional investors and hedge funds have recently made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after acquiring an additional 1,141 shares during the last quarter. Pinnacle Financial Partners Inc. increased its position in shares of Eli Lilly and Company by 4.7% during the third quarter. Pinnacle Financial Partners Inc. now owns 42,638 shares of the company’s stock valued at $32,533,000 after acquiring an additional 1,902 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares during the period. Finally, Graney & King LLC boosted its position in Eli Lilly and Company by 11.0% in the fourth quarter. Graney & King LLC now owns 202 shares of the company’s stock worth $217,000 after purchasing an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.
Eli Lilly and Company Company Profile (Get Free Report)
Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.
Featured Articles Five stocks we like better than Eli Lilly and Company SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?
Receive News & Ratings for Eli Lilly and Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Eli Lilly and Company and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBrink’s (BCO) to Release Quarterly Earnings on Wednesday
NEXT HEADLINE »Thomson Reuters (TRI) Expected to Announce Earnings on Wednesday
Texas Instruments ve 2. čtvrtletí zvýšil tržby o 23 % meziročně a zisk na akcii podle non-GAAP vyskočil o 52 %. Tržby z datových center se meziročně zdvojnásobily.
Key Takeaways TXN fell 11.2% in a month, but the decline came amid a broader semiconductor sell-off.Data center revenues doubled year over year in Q2 2026 as AI infrastructure demand strengthened.TXN plans to make more than 95% of wafers internally by 2030, supporting costs, supply and margins. Texas Instruments Incorporated (TXN - Free Report) shares have dropped 11.2% over the past month, significantly lagging the Zacks Computer and Technology sector’s 4.5% gain. While such a sharp decline may worry investors, the weakness is not unique to Texas Instruments.
Several semiconductor stocks have also come under pressure during the same period. Companies such as Amtech Systems (ASYS - Free Report) , QUALCOMM (QCOM - Free Report) and STMicroelectronics (STM - Free Report) have also struggled during the same period. Amtech Systems, QUALCOMM and STMicroelectronics have fallen 16.6%, 18.8% and 27%, respectively. This broad-based sell-off suggests that investors are pulling back from semiconductor stocks as a whole rather than losing confidence in Texas Instruments specifically.
TXN One-Month Price Return Performance
Image Source: Zacks Investment Research
The recent decline is largely due to two concerns. First, investors are questioning whether hyperscalers will generate sufficient returns from their massive artificial intelligence (AI) investments. Second, semiconductor stocks enjoyed a strong rally earlier in 2026, pushing valuations higher and encouraging investors to lock in profits.
Despite this negative sentiment, Texas Instruments' underlying business remains strong. The company continues to execute well, and its long-term growth drivers are intact. For long-term investors, the recent pullback could present an attractive buying opportunity rather than a reason to stay away.
TXN’s Strong Financial Results Reinforce the Bullish ThesisTexas Instruments continues to deliver impressive financial results. Second-quarter 2026 revenues increased 23% year over year, while non-GAAP earnings per share jumped 52%. These numbers indicate that demand is improving across multiple end markets.
Texas Instruments also expects the momentum to continue. For the third quarter, management projects revenues between $5.65 billion and $6.15 billion, representing roughly 25% year-over-year growth at the midpoint. Earnings are expected to be between $2.23 and $2.57 per share, implying nearly 62% growth at the midpoint. The guidance reflects healthy demand across several markets, particularly those tied to AI infrastructure.
Wall Street shares the same optimism. The Zacks Consensus Estimate calls for continued revenue and earnings growth in both 2026 and 2027, reinforcing confidence that the company's growth story is far from over.
Image Source: Zacks Investment Research
AI Chip Demand Continues to Power Texas Instruments' GrowthTexas Instruments is not competing with NVIDIA or AMD in AI accelerators, but it is quietly becoming an important beneficiary of the AI boom. The company supplies analog and embedded chips that perform critical functions inside AI infrastructure. These chips manage power, process signals, regulate cooling systems, control motors and enable connectivity across data centers, industrial equipment and automotive applications.
As AI servers become larger, faster and more power-intensive, demand for these components continues to rise. Every new AI data center requires significantly more power management and sensing chips than traditional computing systems, creating a growing opportunity for Texas Instruments.
Instead of competing in the crowded AI processor market, the company is benefiting from the broader AI infrastructure buildout. This positions Texas Instruments to capture AI spending regardless of which GPU maker ultimately dominates the data center market.
The numbers already reflect this trend. Texas Instruments' data center business reached an annual revenue run rate of approximately $1.2 billion in 2025, growing more than 50% year over year. During the second quarter of 2026, data center revenues doubled from the prior-year quarter and increased 20% sequentially. Such strong growth suggests AI infrastructure could become an increasingly important revenue driver over the coming years.
TXN Eyes Competitive Lead Through Internal ManufacturingTexas Instruments is also strengthening its long-term competitive position through its manufacturing strategy. Unlike many semiconductor companies that depend heavily on third-party foundries, Texas Instruments plans to produce more than 95% of its wafers internally by 2030.
Although this approach requires significant upfront investment, it offers meaningful long-term benefits. Greater control over manufacturing should improve supply-chain reliability, lower production costs over time and help protect margins during industry shortages.
Government support further strengthens this strategy. Texas Instruments expects to receive up to $1.6 billion in CHIPS Act funding, with total lifetime benefits estimated between $7.5 billion and $9.5 billion. These incentives should reduce expansion costs while boosting profitability over the long run.
TXN’s Strong Cash Generation Supports Shareholder ReturnsTexas Instruments' ability to generate cash remains one of its biggest strengths. Over the past 12 months, the company generated $8.67 billion in operating cash flow and $6.53 billion in free cash flow. It also finished the second quarter with $7 billion in cash and short-term investments, giving it ample financial flexibility.
This strong cash position allows the company to invest aggressively in manufacturing expansion while continuing to reward shareholders.
During the first half of 2026, Texas Instruments returned nearly $1.45 billion through dividends and share repurchases. Over the past year, total shareholder returns approached $6 billion. Few semiconductor companies are able to invest heavily for future growth while consistently returning such large amounts of cash to investors.
Solid Growth Projections Justify TXN’s Premium ValuationTexas Instruments is not a bargain stock. It currently carries a Value Score of D, reflecting its premium valuation.
TXN currently trades at a forward 12-month P/E ratio of 29.91, well above the sector average of 20.74. Compared with other semiconductor leaders, Texas Instruments also trades at a higher earnings multiple than STMicroelectronics, Amtech Systems and QUALCOMM. At present, STMicroelectronics, Amtech Systems and QUALCOMM are trading at P/E multiples of 24.04, 21.65 and 14.01, respectively.
Texas Instruments Forward 12-Month P/E Ratio
Image Source: Zacks Investment Research
However, premium valuations are often justified when a company consistently delivers earnings growth, generates strong cash flow and maintains durable competitive advantages.
Texas Instruments fits that profile. The company continues to benefit from expanding AI infrastructure spending, generates substantial free cash flow, maintains a healthy balance sheet and has a long track record of rewarding shareholders through dividends and share buybacks. Those strengths make its premium valuation easier to justify.
Conclusion: Buy Texas Instruments SharesTexas Instruments appears well-positioned to benefit from the ongoing expansion of AI infrastructure, growing data center investments and its differentiated manufacturing strategy.
While the stock is not inexpensive, its premium valuation reflects the quality of the business. Strong earnings growth, rising AI-driven demand, healthy cash generation and consistent shareholder returns support a positive investment case.
Currently, Texas Instruments sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Lockheed Martin Skunk Works a U.S. Air Force Test Pilot School předvedly na X-62 VISTA autonomně řízené zachycení cíle pomocí reálných senzorových dat. Během osmi letů provedl X-62 celkem 27 interceptů řízených umělou inteligencí.
Partnership with U.S. Air Force Test Pilot School expands autonomy into live mission system flight tests on the X-62 VISTA.
, /PRNewswire/ -- In a landmark step toward the future of airborne autonomy, Lockheed Martin Skunk Works® (NYSE: LMT), the U.S. Air Force Test Pilot School (TPS) and industry partners demonstrated sensor-driven autonomy on a fighter aircraft. An artificial intelligence (AI) agent used targeting information from an operational sensor to execute successful air intercepts against a live target. Across eight flights, the X-62 Variable In-flight Simulation Test Aircraft (VISTA) executed 27 AI-controlled intercepts.
THE OBJECTIVE
The X-62A VISTA takes off for an AI flight test at Edwards Air Force Base, Calif. with the Legion Pod ® installed. Photo by U.S. Air Force. Demonstrate that the X-62 and its integrated autonomy architecture can successfully use real sensor data to inform AI behavior, validating the full test cycle from development and simulation through training and flight execution.
THE SUCCESS AND WHY IT MATTERS
Closed‑loop AI combat test: X‑62 equipped with the Lockheed Martin Legion Pod® tracks a live T‑38 jet and feeds secure data to an AI agent that autonomously pilots the fighter into a tactical intercept position. Real‑world sensor data: Moves AI testing from simulated target data to real-time, on‑board sensor streams, mirroring the data environment pilots will face in future high-stakes engagements. Accelerated autonomy: Skunk Works' "Supermassive" AI agent generation capability dramatically improves speed and agility. Full integration and ground test of the agents with the X-62 occurred in just three months. Strategic partnership: Connects the cutting‑edge of the U.S. Air Force test community with industry expertise, expanding the TPS's AI and autonomy test portfolio to include mission‑critical onboard systems. Enhanced pilot survivability: By delegating complex tasks to AI, pilots gain bandwidth to focus on tactical information that increases their effectiveness and survivability. EXPERT PERSPECTIVES
"Our ongoing partnership with TPS is driving important progress with this latest flight test series demonstrating that our AI can effectively and reliably close the sensor‑to‑action loop aboard an operational combat aircraft," said Ron Fehlen, vice president and general manager, Lockheed Martin Skunk Works®. "Our autonomous agents consumed classified infrared search and track feeds and executed combat‑critical maneuvers in real time. This achievement marks a decisive advance toward delivering AI‑augmented air dominance for the United States."
"Our ability to provide reliable sensor data is critical, but the real advantage comes when that data can connect seamlessly with AI to take action," said Stacy Kubicek, vice president and general manager, Lockheed Martin Sensors and Global Sustainment. "This project demonstrates how sensing and autonomous AI can come together as a force multiplier to make faster, more informed action in complex environments."
FUTURE OUTLOOK AND NEXT STEPS
Skunk Works has been a key partner and integrator on X-62 for decades, providing open software and hardware architectures that enable pathfinding flight tests. Leveraging the proven framework from this experiment, the X-62's Mission Systems Upgrade will enable the aircraft to demonstrate seamless integration of combat systems, sensors and airborne AI agents within a next‑generation mesh network.
The path forward is exciting as this team aggressively executes technology roadmaps, in close coordination and partnership with operators, to guarantee American leadership in AI and autonomy. Skunk Works engineers are the best in the world, and their work to transform the future of air combat is ensuring air dominance now and for the years to come.
Learn more about recent X-62 flight test activity here.
ABOUT LOCKHEED MARTIN
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to ensure those we serve always stay ahead of ready. More information at Lockheedmartin.com.
Scotts Miracle-Gro ve 3. čtvrtletí fiskálního roku 2026 zvýšila upravený EPS na 2,82 USD a překonala odhady, zatímco tržby činily 1,172 mld. USD a lehce zaostaly. Firma zároveň zvýšila výhled upraveného EPS na 4,30–4,45 USD.
Key Takeaways Scotts Miracle-Gro's adjusted EPS rose 7.6% to $2.82, beating estimates by 11.5%.Higher freight and commodity costs cut adjusted gross margin by 100 basis points to 31.3%.Fiscal 2026 adjusted EPS guidance increased to $4.30-$4.45; free cash flow stayed at $275 million. The Scotts Miracle-Gro Company (SMG - Free Report) reported third-quarter fiscal 2026 (ended June 27, 2026) adjusted earnings of $2.82 per share, up 7.6% year over year. The figure beat the Zacks Consensus Estimate of $2.53 by 11.5%, aided by stronger results from the Bonnie Plants joint venture and a lower tax rate.
Net sales rose 1.1% year over year to $1.172 billion but marginally missed the consensus estimate of $1.174 billion by 0.2%. Adjusted gross margin contracted 100 basis points to 31.3% as higher freight and commodity costs tied to the Iran conflict weighed on profitability.
Segment DetailsU.S. Consumer sales were $1.03 billion, essentially flat compared with the year-ago quarter. It missed our estimate of $1.04 billion. Segment profit declined 2% to $229.8 million from $235.2 million, reflecting pressure from higher freight and commodity costs.
Hawthorne was classified as a discontinued operation after the company determined in the first quarter of fiscal 2026 that the business met the held-for-sale criteria. ScottsMiracle-Gro completed the divestiture of Hawthorne on April 8, 2026. Hawthorne was removed from reportable segment results, and prior-period continuing operations were reclassified.
Sales in the Other segment, which primarily includes the company’s Canadian consumer lawn-and-garden business, increased 8% to $139.2 million from $129.1 million. The figure beat our estimate of $131.5 million. Segment profit advanced 10% to $18.6 million.
FinancialsCash and cash equivalents were $27.7 million as of June 27, 2026. Long-term debt declined to $1.84 billion from $2.14 billion a year ago.
OutlookScotts Miracle-Gro raised its fiscal 2026 adjusted earnings guidance from continuing operations to $4.30-$4.45 per share from the previous range of $4.15-$4.35. Management linked the increase to disciplined execution, margin management, balance-sheet progress and strategic investments in the company’s brands and operations.
The company reaffirmed its expectation for low-single-digit growth in U.S. Consumer sales. It also maintained its forecast for an adjusted gross margin of at least 32% and mid-single-digit growth in adjusted EBITDA.
Management continues to expect free cash flow of $275 million, which is projected to reduce the leverage ratio to the high-3-times range. Supply-chain automation, expanded use of artificial intelligence, manufacturing capital expenditures and purchasing efficiencies are expected to support year-over-year margin expansion despite recent cost pressures.
SMG’s Price PerformanceSMG’s shares have gained 11.1% in the past year compared with a 5.3% rise in the industry.
Image Source: Zacks Investment Research
SMG’s Zacks Rank & Key PicksSMG currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the basic materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Kronos Worldwide, Inc. (KRO - Free Report) and Avient Corporation (AVNT - Free Report) .
Neo Performance is slated to report second-quarter 2026 results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share. NOPMF sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Kronos is scheduled to report second-quarter 2026 results on Aug. 5. The Zacks Consensus Estimate for KRO’s second-quarter loss per share is pegged at 33 cents, indicating 65.63% year-over-year growth. KRO also flaunts a Zacks Rank #2 (Buy) at present.
Avient is slated to report second-quarter 2026 results on Aug. 6. The consensus estimate for AVNT’s earnings per share is pegged at $3.08. AVNT presently carries a Zacks Rank #2.
Cummins (CMI - Free Report) came out with quarterly earnings of $6.94 per share, missing the Zacks Consensus Estimate of $7.33 per share. This compares to earnings of $6.43 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -5.32%. A quarter ago, it was expected that this engine maker would post earnings of $5.6 per share when it actually produced earnings of $6.15, delivering a surprise of +9.82%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Cummins, which belongs to the Zacks Automotive - Internal Combustion Engines industry, posted revenues of $9.46 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.38%. This compares to year-ago revenues of $8.64 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Cummins shares have added about 27.1% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Cummins?While Cummins 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 Cummins 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 $8.05 on $9.66 billion in revenues for the coming quarter and $29.39 on $37.3 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Internal Combustion Engines is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Auto-Tires-Trucks sector, BorgWarner (BWA - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This auto parts supplier is expected to post quarterly earnings of $1.26 per share in its upcoming report, which represents a year-over-year change of +4.1%. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level.
BorgWarner's revenues are expected to be $3.58 billion, down 1.5% from the year-ago quarter.
Rockwell Automation (ROK - Free Report) came out with quarterly earnings of $3.49 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $2.82 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.95%. A quarter ago, it was expected that this industrial equipment and software maker would post earnings of $2.89 per share when it actually produced earnings of $3.3, delivering a surprise of +14.19%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Rockwell Automation, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $2.31 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.54%. This compares to year-ago revenues of $2.14 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Rockwell Automation shares have added about 23.6% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Rockwell Automation?While Rockwell Automation 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 Rockwell Automation was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.64 on $2.38 billion in revenues for the coming quarter and $13.06 on $8.97 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 19% 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.
Dragonfly Energy Holdings Corp. (DFLI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly loss of $0.34 per share in its upcoming report, which represents a year-over-year change of +94.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Dragonfly Energy Holdings Corp.'s revenues are expected to be $13.18 million, down 18.9% from the year-ago quarter.
Booking Holdings zveřejní výsledky za 2. čtvrtletí po uzavření trhu v úterý 4. srpna. Analytici čekají zisk 2,44 USD na akcii a tržby 7,19 miliardy USD.
Booking Holdings Inc. (NASDAQ:BKNG) will release its second quarter earnings report after the closing bell on Tuesday, Aug. 4.
Analysts expect the Norwalk, Connecticut-based company to report quarterly earnings of $2.44 per share, up from $2.22 per share in the year-ago period. The consensus estimate for BKNG’s quarterly revenue is $7.19 billion. It reported $6.8 billion last year, according to Benzinga Pro.
On April 28, Booking Holdings posted better-than-expected first-quarter earnings.
Booking Holdings shares fell 0.1% to close at $192.71 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying BKNG stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
ServiceNow uvedla, že její bezpečnostní a riziková divize loni překročila 1 miliardu USD v roční hodnotě kontraktů. CEO Bill McDermott tvrdí, že roste rychleji než přední kyberbezpečnostní firmy.
ServiceNow (NOW +0.88%), which is best known for software that helps automate workflows, spoke about its new cybersecurity vertical like a real competitor on its second-quarter call recently.
Its security and risk franchise crossed $1 billion in annual contract value last year, and CEO Bill McDermott claims it's growing faster than the top cybersecurity companies. After having its cyber solutions included in 80% of the company's biggest deals, McDermott stated, "we're in the party now."
The stock has been hit hard over the past year as investors soured on SaaS (software-as-a-service) stocks. If artificial intelligence (AI) can run enterprise workflows, it's natural for investors to lose faith in the terminal value of an expensive software stock. That's the value assigned by the market after a company's explicit growth period ends, and it's how a stock can be crushed despite still posting solid quarterly numbers.
Even so, there are reasons to be optimistic about ServiceNow. Here's why.
Image source: Getty Images.
Palo Alto owns the sensors One of the top industry players -- Palo Alto Networks (PANW +3.83%) -- recently proved that cybersecurity budgets are still expanding when it reported record results in June. Next-generation firewall bookings rose nearly 40%, the fastest pace for hardware in a decade, and its next-generation security annual recurring revenue grew 60% to $8.1 billion.
CEO Nikesh Arora declared the SaaSpocalypse for cyber "dead." Palo Alto's answer is a platform with 125 million sensors worldwide, capturing 17 petabytes of daily telemetry. At the same time, he cited false positive rates often reaching 25% and claimed that AI models "always fail at the last mile of complexity."
The map above the sensors False alarm or not, someone still has to resolve the issue, and that's where ServiceNow's advantage lies. Palo Alto can contain the immediate threat. ServiceNow's "control tower" uses its diagram of how each enterprise runs to help the IT department patch the problem.
Companies and institutions expand over time, adding new business units that run on systems built years apart. This creates enough complexity for AI to become an agent of chaos without a reliable map. Trillions of transactions run on top of ServiceNow's proprietary configuration management database, connecting workflows.
Through recent acquisitions, the company has added device visibility and identity governance capabilities. While the two companies barely overlap today, and Palo Alto is a dominant incumbent, developing a risk and security business was a good move by ServiceNow's McDermott.
Today's Change
(
0.88
%) $
1.01
Current Price
$
115.20
At roughly 24 times forward earnings, down from its five-year historical average of 50, the stock has room to run if ServiceNow improves enterprise AI outcomes. I expect the SaaSpocalypse fears to fade for the company as the complexity of running AI in the workplace becomes harder to dismiss.
Bryan White has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy.
Fidelity National Information Services (FIS) ve 2. čtvrtletí vykázala zisk 1,48 USD na akcii, nad odhadem 1,47 USD. Tržby 3,38 miliardy USD ale odhady o 0,23 % minuly.
Fidelity National Information Services (FIS - Free Report) came out with quarterly earnings of $1.48 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.36 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +0.68%. A quarter ago, it was expected that this banking and payment technologies company would post earnings of $1.28 per share when it actually produced earnings of $1.36, delivering a surprise of +6.25%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Fidelity National, which belongs to the Zacks Financial Transaction Services industry, posted revenues of $3.38 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.23%. This compares to year-ago revenues of $2.62 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Fidelity National shares have lost about 32.6% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Fidelity National?While Fidelity National has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Fidelity National was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.66 on $3.52 billion in revenues for the coming quarter and $6.27 on $13.8 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial Transaction Services is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Remitly Global, Inc. (RELY - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This company is expected to post quarterly earnings of $0.29 per share in its upcoming report, which represents a year-over-year change of +625%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Remitly Global, Inc.'s revenues are expected to be $484.57 million, up 17.7% from the year-ago quarter.
Studie IGS pro Nio Strategic Metals potvrzuje silnou přítomnost niobu, fosfátu a dalších vzácných kovů v ložisku Oka a navrhuje zpracování koncentrátu mimo lokalitu s nižším dopadem na životní prostředí. Testy ukázaly 52,75 % Nb₂O₅ a 81,14% výtěžnost niobu.
Montreal, Quebec--(Newsfile Corp. - August 4, 2026) - Nio Strategic Metals Inc. (TSXV: NIO) (OTCQB: NIOCF) ("Nio" or the "Corporation"), a critical mineral exploration company, is pleased to announce the results of the metallurgical study, The sustainable and optimized development of niobium and other critical and strategic minerals (CSM) of the Oka deposit, which was prepared by IGS Impact Global Solutions ("IGS"), for the Centre technologique des résidus industriels ("CTRI") as part of the Éléments08 initiative. CTRI is a Rouyn-Noranda based applied research and technology transfer centre on industrial tailings.
In addition to confirming and characterizing the strong presence of niobium, phosphate and other rare metals, IGS provides an innovative solution to process the concentrate from the deposit in a remote location, thereby reducing the local environmental impact.
The study investigates the opportunity to maximize the recovery value of the mined concentrate by using hydrometallurgical extraction of rare earth elements ("REE"), niobium, tantalum and zirconium. IGS also recommends further tests to assess the monetization of phosphate while producing the pyrochlore concentrate, as samples of the historical resource have tested 4.29% P2O5 (see Table 1).
IGS tested 95 samples taken from historical drill cores of the S60 and HWM2 zones to create a composite sample representative of the historical resource (see Table 1). The significant presence of REE was confirmed in the zone targeted for mining. The results, summarized in Table 2, demonstrate that the total rare earth oxide ("TREO"), content is 0.507% TREO for the composite simulating that of the 2011 feasibility study (FSG) and 0.935% TREO for the composite (HGG) designated as high-grade in Nb₂O₅.
A high-grade Nb composite sample (HGG), prepared at CTRI, was sent to SGS for a mineralogical study performed using TIMA (Tescan Integrated Mineral Analyzer) and electron microprobe analysis (EMPA). Flotation test work performed on the metallurgical test composite delivered, in open circuit, a pyrochlore concentrate grading 52.75% niobium pentoxide (Nb₂O₅) at a niobium recovery of 81.14% — a substantial improvement over the historical baseline of 44.5% Nb₂O₅ at 71.7% recovery established in the 2011 feasibility work. This was achieved with a markedly simpler flowsheet.
The concentrate additionally contained 11.75% TREO — of which approximately 83% is cerium oxide (CeO₂), 9% neodymium oxide (Nd₂O₃) and 3% praseodymium oxide (Pr₆O₁₁) — together with 1.5% zirconium (Zr), equivalent to 2.0% zirconium oxide (ZrO₂), and 0.4% tantalum (Ta), equivalent to 0.49% tantalum pentoxide (Ta₂O₅). The full rare earth distribution of the concentrate is detailed in Table 3.
Michel Bourassa, founder of Soutex, commented, "these results demonstrate once again how the rock of the Oka deposit is rich in niobium and rare earths and, moreover, is amenable to various metallurgical treatment processes."
Bruno Dumais, President and Chief Operator Officer suggested that "The study points to a potential increase in the project's value by enabling a better niobium recovery; recovery of phosphate as a by-product (historically sent to tailings); and the extraction of REE that would otherwise be disregarded and lost in the slag."
Importantly, the new approach would minimize the environmental impact of the residues as the tests demonstrated it was possible to significantly reduce the thorium and uranium contents from 2,000 and 1,000 parts per million (ppm) to 824 and 120 ppm, respectively (see Table 4). This solution innovates in its approach, as well as provides a de-risking plan to rehabilitate the tailings on the old mining site.
The Corporation looks forward to communicating on the results of the CTRI sponsored study on water management and other environmental aspects of the sustainable development of the Oka deposit.
The technical information in this news release has been reviewed and approved on behalf of the Corporation by Pierre-Jean Lafleur, P.Eng., a geological consultant and a qualified person within the meaning of National Instrument 43-101 - Standards of Disclosure for Mineral Projects.
Table 1. Composition of the individual drill-core samples used to produce the metallurgical test composite (IGS)
(wt %)1972280348HWM2374.70.5202.9502.6203.6700.2102.00049.1000.1700.2100.1000.7800.3302973381359S60314.30.5204.1304.06013.3003.7205.40035.4001.5401.3300.1701.0300.4403974481988S60335.50.5204.3904.2602.9000.0302.88045.8000.2700.1400.0801.5400.3804974882321S60391.90.5203.1102.5709.4302.0304.03044.1000.3600.9800.1500.7900.2405974882343S60360.20.5203.8101.6702.4800.0702.45050.4000.1000.1200.0600.6500.1006973881624S60260.90.5303.9706.5903.6500.0904.60042.3000.2400.2000.1502.1600.8807974181880S60312.40.5303.77015.6005.8900.2506.80033.7000.2500.3700.3102.8000.3608974181949S60372.80.5303.6904.6706.0101.2803.10044.6000.2000.7600.3401.1900.3409974482093S60327.50.5302.2004.69013.6004.1807.49035.6000.2602.6300.5900.9300.80010974882349S60386.60.5303.3402.2602.4100.0502.44050.3000.1100.1300.0700.6900.11011974882384S60412.80.5302.6601.1704.0100.6002.37049.1000.3300.4800.1200.6000.23012972981091S60334.30.5402.3803.6503.6000.3405.16041.2000.2300.4300.0703.0700.84013972981102S60299.20.5403.5009.9407.9900.2108.96037.0000.2000.2000.3202.2300.27014973381389S60255.20.5403.8502.7907.0301.4203.61045.1000.5800.5800.1200.8000.35015973881627S60281.60.5404.81011.3004.7200.0705.75039.5000.1800.2000.2702.0700.46016974181925S60270.50.5402.7608.54022.5006.63011.10018.2000.3704.4800.9001.8701.56017974482118S60178.10.5402.9904.63021.1007.8008.74028.0000.5303.1700.4900.9000.53018974882319S60384.10.5402.9101.5503.1600.3401.65051.0000.1000.2400.1000.5000.25019974982423HWM2440.60.5403.0802.0304.6700.4602.41049.6000.1500.4000.1300.4800.19020972380412HWM2384.30.5503.8604.5708.0601.0104.22044.3000.2700.7300.4001.0800.23021972480571HWM2362.90.5503.0802.8704.9700.6102.66048.0000.2100.3300.3400.7700.20022973081246HWM2349.20.5503.4407.9709.0301.2802.23042.9000.2500.4300.4300.9100.55023973881629S60310.70.5504.2007.0003.8900.1505.19041.3000.2300.1900.1701.8200.98024974181869S60336.40.5605.82011.8006.6000.1106.94034.8000.3200.2900.2202.7100.84025974482097S60433.70.5602.7206.97017.9005.7009.15029.5000.3503.2700.6800.9600.85026972981096S60338.40.5703.7203.6604.2400.1403.64046.4000.3600.2300.1201.0600.32027974181939S60415.20.5701.9906.68022.8007.00011.30024.6000.4703.6801.0101.1100.83028974482036S60336.30.5705.3105.7604.2100.0904.74043.4000.3600.1900.1301.4800.21029973381361S60327.30.5805.80011.1008.2800.6008.88034.2000.3900.5200.3402.2200.47030974181935S60370.10.5803.4103.0305.4401.3203.85045.5000.2600.9400.2000.7900.38031974181940S60350.70.5802.6802.4906.6101.7202.73045.8000.1600.5600.2800.5300.37032974882341S60435.40.5802.9404.7204.2100.5603.49043.9000.2000.4000.1102.3301.51033973781641S60265.20.5906.82013.80011.7001.22011.70027.2000.4401.0000.4702.6300.48034973781644S60110.90.5904.8504.4604.5700.7304.15040.9000.1800.5700.2002.4201.65035974482043S60328.60.5903.0506.3602.9400.1003.70044.4000.2000.1800.1401.8300.34036972280343HWM2392.10.6003.4103.23014.3003.0005.36039.2000.7701.2300.3400.6700.25037972981104S60367.60.6004.7003.7903.7900.2804.04044.8000.1800.2300.1501.0900.55038974682225S603670.6005.22023.0008.5600.27010.50020.7000.1700.3200.4504.3102.56039972480565HWM2302.30.6102.1304.61018.3004.5806.06033.6001.1102.3600.2900.8600.37040974982421HWM2343.60.6102.2801.6604.0000.3902.25050.5000.1000.3500.1100.5200.10041972380397HWM2356.30.6203.1804.5706.6600.7101.94047.2000.2800.2900.2600.7200.45042972880933HWM2406.20.6302.8702.5404.3500.2402.39049.8000.1700.2300.1500.7400.20043973881632S602610.6304.5609.9905.7000.0406.48039.5000.1900.1200.2201.9300.38044974181893S60322.10.6305.79015.0006.4900.2307.98031.7000.2400.3200.3102.9900.53045974882342S60379.80.6303.2001.7401.9300.0801.59050.8000.1000.1300.0700.5200.20046973381395S60256.90.6403.5802.2103.6700.8502.32047.4000.3200.5000.1000.8800.67047973881630S60279.30.6404.3405.9802.7100.0603.14046.0000.1800.1000.1401.2200.46048973881700S60323.90.6404.12036.20011.8000.5206.49018.0000.6900.6200.7704.1000.70049974882334S60416.30.6403.5501.3008.4801.7203.25045.1000.6100.8000.1200.5400.22050972780852S60354.10.6504.2604.8903.6700.0504.02044.3000.2800.1900.1201.4000.51051972280347HWM2432.80.6602.6901.7503.0600.1002.25050.6000.1400.1300.0900.7200.22052974982424HWM2410.80.6603.1403.1005.0100.4101.93050.0000.2100.3300.1500.5800.42053973781648S60207.10.6704.4704.2104.1300.1404.82043.3000.3400.2400.1201.8801.12054973881710S60226.90.6702.5407.5407.9401.4604.01038.2000.1600.9700.3301.3200.36055974181905S60259.90.6704.45025.10012.2000.27013.40014.9001.9400.4500.4903.9700.29056974181937S60332.30.6703.5201.3802.1900.0502.06051.0000.1500.1300.0600.6200.13057974982420HWM2367.50.6703.1002.4605.0400.3402.73049.9000.1000.3100.2000.8300.09058973881623S60259.60.6804.4105.2803.7600.0204.47044.1000.2600.1800.1401.6500.42059973881625S60306.30.6803.6309.9005.5000.1506.51039.1000.2000.1700.2702.0600.45060973881626S60261.90.6804.41015.7005.1900.2405.83033.0000.2300.4100.3902.7501.07061974181891S60331.60.6804.54049.3007.2200.5608.66013.2000.3500.5301.1004.3300.27062974882329S60345.60.6804.1204.8105.6000.3802.28047.2000.2000.2800.1900.6700.11063973381366S60319.10.6905.43012.00010.5000.45011.70031.9000.4600.3600.3902.5600.29064974181892S60340.80.6907.66013.5006.9000.1108.45032.3000.4100.2700.2803.1800.52065974682231S60373.20.6904.66022.30013.2000.6508.30020.2000.2200.5100.5604.0100.77066974181898S60392.10.7006.71012.2006.9500.2208.07033.0000.5000.3500.3102.7700.41067974481990S60430.20.7005.16017.3007.0300.2005.46035.0000.3800.3100.3802.4300.21068972280351HWM23870.7103.8603.0305.8100.3403.06048.7000.1900.3500.2000.9600.28069972981097S60305.20.7103.1406.5709.9302.1607.72036.5000.3801.6600.2601.3400.43070973881633S60286.70.7104.6804.0903.6600.0204.22045.9000.1000.0800.1201.3500.57071973881698S602860.7104.43038.40013.1000.2805.85019.6000.7600.4200.8203.2400.56072974181920S603510.7103.04011.2006.0600.1709.60023.8000.2800.1600.2405.3305.00073973881628S60269.10.7204.67015.4007.8500.1708.61033.1000.3100.2300.3302.8600.38074974181942S60305.70.7203.3905.6009.2802.8904.88039.5000.1101.5600.4300.8200.37075972380411HWM2331.90.7303.1001.9905.1800.2902.63048.9000.2500.2400.1600.8700.22076972880988S60348.50.7304.8102.8203.1400.1503.35046.9000.2000.2100.1001.6700.39077972780866S60365.50.7403.1204.8504.8400.7304.03041.0000.3700.6300.1502.9502.19078973781643S60224.60.7404.9905.00015.0003.7802.20036.3000.1301.1200.2501.2801.18079973381360S60326.80.7506.2004.6604.1300.3404.18044.4000.2800.3500.1801.2000.41080973781647S602510.7507.1905.8605.5000.2805.97039.2000.5000.2500.1801.6100.50081974482098S60401.50.7503.7802.7208.7002.0004.90043.1000.4101.0600.2100.8300.27082974682188S60392.50.7606.15035.00015.6000.5106.43021.0000.4800.4400.8202.8800.14083972380410HWM2390.20.7702.7602.5004.5000.4002.96048.0000.2300.3000.1500.7600.22084972880991S60331.60.7804.0304.0504.1900.1504.82044.8000.3000.3000.1401.1200.36085973381365S60355.40.7807.12012.2009.1000.44010.50032.8000.5000.3600.4202.2900.34086974982426HWM2330.40.7803.8204.3205.7200.5901.14049.2000.3000.1700.3000.6400.18087974181887S60314.50.7906.6108.9404.5000.0204.63042.6000.3000.1600.1601.6800.23088974181888S60354.70.7905.6908.7605.3700.1105.65039.0000.3800.2800.1602.1000.64089974882328S60357.10.7904.2505.08018.5005.4608.75030.8000.6603.1800.3100.9100.41090974682185S60484.30.8007.08039.90011.7000.3405.55018.7000.6800.3700.9103.3500.59091973681490S60340.80.8102.88012.9008.4200.2709.65031.7000.2400.3400.2502.6500.68092973581581S60277.10.81029.70011.3001.8800.5001.31042.5000.2800.0800.3501.7500.53093973881706S60321.30.8106.05039.80013.1000.2405.32021.3000.3900.2100.9103.0700.29094973981802S60457.10.8105.78023.5009.0600.3904.17032.5000.5000.4600.5302.1900.32095974982422HWM2234.70.8101.8803.46020.4005.3207.05033.7001.2302.4200.2500.7600.190Composite (IGS)CM7-A31,856.90.6464.2918.9917.4791.0055.13839.1760.3430.6350.2981.6690.533Reference test compositeFeed M7-A-0.6503.9709.4706.1000.6004.92038.8000.2300.4200.2601.9000.490Notes: Composite CM7-A (95 samples from 18 drill holes, zones S60 and HWM2; total mass 31,856.9 g) was assembled by IGS for the E08 metallurgical test program; assays are reported in weight percent (wt %). "Feed M7-A" is the head assay of the reference composite used in the 2011 feasibility-study test work, shown for comparison. Composite grades correspond to the mass-weighted average of the individual samples.
Source: IGS Impact Global Solutions Inc., report 'The sustainable and optimized development of niobium and other critical and strategic minerals (CSM) of the Oka deposit'
Table 2. Geochemical analysis of the FSG and HGG composite samples: Nb, Ta, Th, U, Zr, Sc and rare earth oxides (IGS)
Grade %
FSG
compositeHGG
compositeNb2O50.4891.165Ta2O50.0070.000ThO20.0210.001UO20.0030.000ZrO20.0350.002Ce2O30.2610.493Dy2O30.0030.005Er2O30.0010.002Eu2O30.0030.005Gd2O30.0050.010Ho2O30.0000.001La2O30.1080.177Lu2O30.0000.000Nd2O30.0790.154Pr2O30.0240.045Sc2O30.0010.002Sm2O30.0100.020Tb2O30.0010.001Tm2O30.0000.000Y2O30.0110.018Yb2O30.0010.001TREO0.5070.935Table 3: Rare earth element and oxide content of Oka niobium concentrate samples
Element (ppm)IGS-E08PNA15-11 Oxide (%)IGS-E08PNA15-11Y805781 Y2O30.1020.099La10,0219,404 La2O31.1771.103Ce79,40879,800 CeO29.7549.803Pr3,1043,174 Pr6O110.3750.383Nd9,2799,239 Nd2O31.0821.078Sm1,0771,130 Sm2O30.1250.131Eu294308 Eu2O30.0360.038Gd773808 Gd2O30.0890.093Tb5365 Tb4O70.0060.008Dy289291 Dy2O30.0330.033Ho3236 Ho2O30.0040.004Er8184 Er2O30.0090.010Tm912 Tm2O30.0010.001Yb70.472 Yb2O30.0080.008Lu36 Lu2O30.0000.001TREO12.80112.793LREO (La, Ce, Pr, Nd, Sm, Eu)12.54812.536HREO (Gd-Lu, Y)0.2530.257HREO/LREO2%2%Table 4: Mass balance of the concentrate leach test - significant lower Th and U values in the Residue
ProductMass
(g)Mass
(%)Concentration (ppm)ThULaCePrNdSmEuGdTbDyHoErTmYbLuAgVResidue18.7893.908241206,97041,0003,1409,8901,1102522973716821.2045.205.0826.202.480.5059Feed20.00100.002,0001,00013,30073,7005,37017,9002,32059183310950363.50136.0015.8088.208.452.30135Recovery by residue (%)38.6911.2749.2152.2454.9151.8844.9340.0433.4832.2231.3631.3531.2130.1927.8927.5620.4141.04Note: Recovery by residue (%) = (residue concentration × residue mass) ÷ (feed concentration × feed mass). Values below 100% indicate the proportion of each element retained in the leach residue; the balance reports to the leach solution.
About Nio Strategic Metals
Nio Strategic Metals is an exploration and development company, with a focus on becoming a ferroniobium producer. The Corporation holds niobium and critical metals properties located in Oka and near Mont-Laurier in the Province of Québec. Nio is committed to developing those deposits in an environmentally responsible manner — supplying strategic materials the world needs while driving innovation, creating high-quality jobs and strengthening the local economy.
For more information on the Corporation, please refer to the Corporation's public documents available on SEDAR+ (www.sedarplus.ca) or on the Corporation's website (https://niostratmet.com/) or contact:
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this press release.
This news release does not constitute an offer to sell or a solicitation of an offer to buy nor shall there be any sale of any of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful, including any of the securities in the United States of America.
Cautionary Statement on Forward-Looking Information
This news release contains forward-looking statements and forward-looking information (together, "forward looking statements") within the meaning of applicable Canadian securities laws. Statements, other than statements of historical facts, may be forward-looking statements. Generally, forward-looking statements can be identified by the use of terminology such as "plans", "expects", "estimates", "intends", "anticipates", "believes" or variations of such words, or statements that certain actions, events or results "may", "could", "would", "might", "will be taken", "occur" or "be achieved", the negative of these terms and similar terminology although not all forward-looking statements contain these terms and phrases. Forward-looking statements involve risks, uncertainties and other factors that could cause actual results, performance, prospects and opportunities to differ materially from those expressed or implied by such forward-looking statements. These risks and uncertainties include, but are not limited to, the risk factors set out in Nio Strategic Metals' annual and/or quarterly management discussion and analysis and in other of its public disclosure documents filed on SEDAR+ at www.sedarplus.ca, as well as all assumptions regarding the foregoing. Although Nio Strategic Metals believes that the assumptions and factors used in preparing the forward-looking statements are reasonable, undue reliance should not be placed on these statements, which only apply as of the date of this news release, and no assurance can be given that such events will occur in the disclosed time frame or at all. Except where required by applicable law, Nio Strategic Metals disclaims any intention or obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/307909
Source: Nio Strategic Metals Inc.
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Shoals Technologies Group vykázala za čtvrtletí zisk 0,12 USD na akcii a tržby 163,37 milionu USD, obojí nad odhady. Zisk byl o 20,00 % vyšší než konsensus 0,10 USD na akcii.
Shoals Technologies Group (SHLS - Free Report) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.00%. A quarter ago, it was expected that this solar energy equipment supplier would post earnings of $0.06 per share when it actually produced earnings of $0.07, delivering a surprise of +16.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Shoals Technologies, which belongs to the Zacks Solar industry, posted revenues of $163.37 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.44%. This compares to year-ago revenues of $110.84 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Shoals Technologies shares have added about 10.2% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Shoals Technologies?While Shoals Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Shoals Technologies was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.12 on $158.02 million in revenues for the coming quarter and $0.40 on $622.39 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, Solar is currently in the top 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Sunrun (RUN - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This solar energy products distributor is expected to post quarterly earnings of $0.08 per share in its upcoming report, which represents a year-over-year change of -92.5%. The consensus EPS estimate for the quarter has been revised 12.2% higher over the last 30 days to the current level.
Sunrun's revenues are expected to be $722.86 million, up 27% from the year-ago quarter.
Key Takeaways Riot Platforms is expected to report lower Q2 revenues and EPS year over year on Aug. 5.RIOT may face pressure from higher mining difficulty, Bitcoin volatility and elevated expenses.Riot Platforms may benefit from AMD lease revenues, tenant fit-outs and power-curtailment credits. Riot Platforms, Inc. (RIOT - Free Report) is slated to report second-quarter 2026 results on Aug. 5, before the market opens. The company’s quarterly results are likely to display a year-over-year decrease in revenues and earnings per share (EPS).
In the last reported quarter, this bitcoin miner reported a loss of $1.44 per share, wider than the Zacks Consensus Estimate of a loss of 33 cents. The results were impacted by non-cash mark-to-market losses on RIOT’s Bitcoin holdings, and elevated depreciation and amortization expenses.
Over the preceding four quarters, RIOT’s EPS surpassed the Zacks Consensus Estimate twice and missed in the remaining period, the average miss being negative 130.56%. This is depicted in the graph below:
RIOT: Factors at Play and Q2 ProjectionsRiot Platforms’ second-quarter 2026 results are expected to reflect weaker Bitcoin-mining economics. Rising network difficulty, fewer Bitcoins mined and Bitcoin price volatility are likely to have pressured mining revenues and margins. Reported earnings may also have been affected by fair-value adjustments on Bitcoin holdings, as well as elevated depreciation and data-center development expenses.
The company’s use of Bitcoin sales to fund capital expenditures may have reduced its digital-asset holdings. Higher operating and maintenance costs related to the AMD capacity ramp-up, coupled with lower-margin tenant fit-out revenues, are also likely to have weighed on consolidated profitability. Engineering revenues may have remained under pressure as Riot reserved manufacturing capacity for its data-center projects.
On the positive side, the May delivery of the remaining 20 megawatts under the initial AMD lease is likely to have boosted high-margin operating lease revenues during the quarter. Ongoing tenant fit-out activity, power-curtailment credits and efficient electricity management may have provided additional support.
The Zacks Consensus Estimate for second-quarter revenues is pegged at $148.71 million, implying a 2.8% decrease from the prior-year quarter’s reported number.
RIOT’s activities in the to-be-reported quarter were inadequate in garnering analysts’ confidence. The Zacks Consensus Estimate for second-quarter EPS has been revised southward to negative 39 cents over the past month. It suggests a significant downward change from the year-ago quarter’s tally.
What Our Quantitative Model Predicts for RIOTOur proven model does not conclusively predict a surprise in terms of EPS for RIOT this quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an EPS beat, which is not the case here.
RIOT has an Earnings ESP of -101.27% and currently carries a Zacks Rank of 5 (Strong Sell). You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Stocks That Warrant a LookHere are two stocks from the broader finance sector — Brookfield Asset Management Ltd. (BAM - Free Report) and Ridgepost Capital, Inc. (RPC - Free Report) — you may want to consider, as our model shows that these have the right combination of elements to report an EPS beat this quarter.
Brookfield Asset Management is slated to report quarterly numbers on Aug. 5. BAM has an Earnings ESP of +1.14% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Ridgepost Capital is slated to report quarterly numbers on Aug. 5. RPC has an Earnings ESP of +7.14% and a Zacks Rank of 3 at present.
Ripple na XRP Ledgeru 3. srpna emitoval RLUSD za 133,3 milionu USD. Za posledních 30 dní tak na síti vzniklo 309 milionů RLUSD a nabídka přesáhla 851 milionů.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Ripple minted $133.3 million in RLUSD on the XRP Ledger on August 3, according to data from the Ripple stablecoin tracker website.
The substantial mint on the XRP Ledger comes amid growing activity for RLUSD and rising demand for stablecoin liquidity. The minting introduces new liquidity to the XRPL ecosystem, where RLUSD has been broadening its role across payments, decentralized finance, and institutional use cases.
In the last seven days, $185 million in RLUSD has been minted on the XRP Ledger, bringing the total to $309 million in the last 30 days. RLUSD supply on the XRP Ledger has surpassed $850 million, currently at $851 million.
HOT Stories
Ripple introduced "Ripple Mint" last month, allowing institutions to mint and redeem RLUSD directly from the source, bridge the stablecoin across chains, and track funds across the full lifecycle of a transaction. Through the feature, they can also integrate RLUSD operations into internal systems or workflows.
You Might Also Like
Expectations are building around the upcoming XRP Ledger Lending protocol, which will allow institutions and other projects to lend and borrow XRP or RLUSD and is regarded as a major unlock for on-chain liquidity.
RLUSD utility increasesIn a major development, XRP holders can now borrow RLUSD on Ethereum through Sentora, which manages a $280 million lending pool of Ripple's RLUSD stablecoin.
You Might Also Like
According to a recent Flare announcement, XRP holders can now use its wrapped XRP (FXRP) as collateral to borrow Ripple's RLUSD stablecoin on Ethereum via a new isolated market on Morpho Blue.
Flare's wrapped XRP (FXRP) has been accepted as collateral by Sentora, which manages a $280 million lending pool of Ripple's RLUSD stablecoin. Borrowers post FXRP and take out RLUSD against it. The approval opens an isolated FXRP/RLUSD market on Morpho Blue, where holders can borrow against XRP exposure rather than sell it.
In a separate development, Ankr's public RPC infrastructure is now live on XRP Ledger, giving developers direct access to the network without running their own nodes.
Expeditors International (EXPD) vykázala zisk 2,03 USD na akcii a tržby 3,5 miliardy USD, obojí nad odhady. Zisk byl meziročně vyšší než 1,34 USD na akcii.
Expeditors International (EXPD - Free Report) came out with quarterly earnings of $2.03 per share, beating the Zacks Consensus Estimate of $1.68 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.83%. A quarter ago, it was expected that this logistics services provider would post earnings of $1.33 per share when it actually produced earnings of $1.71, delivering a surprise of +28.57%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Expeditors International, which belongs to the Zacks Transportation - Services industry, posted revenues of $3.5 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 20.67%. This compares to year-ago revenues of $2.65 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Expeditors International shares have added about 14.5% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Expeditors International?While Expeditors International 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 Expeditors International was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.79 on $3.08 billion in revenues for the coming quarter and $6.74 on $11.67 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Services is currently in the bottom 35% 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.
Proficient Auto Logistics, Inc. (PAL - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents a year-over-year change of -14.3%. The consensus EPS estimate for the quarter has been revised 16.7% lower over the last 30 days to the current level.
Proficient Auto Logistics, Inc.'s revenues are expected to be $108.53 million, down 6.1% from the year-ago quarter.
DuPont de Nemours vykázal za čtvrtletí končící v červnu 2026 tržby 1,82 mld. USD, meziročně o 44,2 % méně. Zisk na akcii činil 1,88 USD oproti 3,36 USD loni.
For the quarter ended June 2026, DuPont de Nemours (DD - Free Report) reported revenue of $1.82 billion, down 44.2% over the same period last year. EPS came in at $1.88, compared to $3.36 in the year-ago quarter.
The reported revenue represents a surprise of +0.06% over the Zacks Consensus Estimate of $1.82 billion. With the consensus EPS estimate being $1.76, the EPS surprise was +6.82%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how DuPont de Nemours performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Change in Net Sales - Healthcare & Water Technologies - Currency: 1% versus 0.3% estimated by two analysts on average.Change in Net Sales - Diversified Industrials - Total: 3% versus the two-analyst average estimate of 1.7%.Change in Net Sales - Healthcare & Water Technologies - Total: 5% versus 5.3% estimated by two analysts on average.Net sales- Diversified Industrials: $963 million versus the two-analyst average estimate of $946.87 million.Net sales- Healthcare & Water Technologies: $856 million compared to the $859.9 million average estimate based on two analysts.Operating EBITDA- Healthcare & Water Technologies: $258 million versus the two-analyst average estimate of $256.59 million.Operating EBITDA- Corporate: $-23 million compared to the $-31.56 million average estimate based on two analysts.Operating EBITDA- Diversified Industrials: $213 million versus the two-analyst average estimate of $205.21 million.View all Key Company Metrics for DuPont de Nemours here>>>
Shares of DuPont de Nemours have returned +0.2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
DuPont ve 2. čtvrtletí překonal odhady zisku i tržeb, když organické tržby vzrostly o 4 %. Firma zároveň zvýšila střed letošního výhledu pro EBITDA a upravený EPS.
Key Takeaways DD beat Q2 earnings and sales estimates as organic sales rose 4% on broad-based end-market strength.DD raised the midpoint of full-year guidance for EBITDA and adjusted EPS after Q2 outperformance.DD generated stronger operating cash flow and free cash flow, supported by higher earnings. DuPont de Nemours, Inc. (DD - Free Report) reported second-quarter 2026 net income from continuing operations of $191 million or $1.37 per share, up sharply from $24 million or 17 cents per share in the year-ago quarter.
Barring one-time items, adjusted earnings came in at $1.88 per share, up from the year-ago quarter’s $1.27. The figure beat the Zacks Consensus Estimate of $1.76.
Net sales of $1,819 million increased 4% year over year and marginally topped the Zacks Consensus Estimate of $1,817.9 million. Organic sales also improved 4%, driven by continued strength across healthcare, industrial water and aerospace end markets.
DuPont de Nemours, Inc. Price, Consensus and EPS SurpriseDD’s Segment HighlightsHealthcare & Water Technologies generated net sales of $856 million, up 5% year over year. It missed the Zacks Consensus Estimate of $860 million. Organic sales rose 4%, while currency contributed 1%. Healthcare Technologies recorded mid-single-digit organic growth on broad-based increase led by personal protection and biopharma, while Water Technologies posted low-single-digit organic growth driven by industrial water and semiconductor markets, partly offset by weakness in the Middle East. Operating EBITDA increased 4% to $258 million.
Diversified Industrials recorded net sales of $963 million, up 3% year over year, exceeding the Zacks Consensus Estimate of $947 million. Organic sales increased 3%, supported by growth in Building Technologies from residential and non-residential construction markets and continued aerospace and electric vehicle strength in Industrial Technologies. Operating EBITDA improved 7% year over year to $213 million.
DD’s FinancialsDuPont ended the quarter with cash and cash equivalents of $1.74 billion, up significantly from $715 million at the end of 2025. Long-term debt was $3.13 billion, essentially flat with year-end 2025.
Cash provided by operating activities from continuing operations totaled $400 million in the quarter compared with $74 million in the year-ago period. Transaction-adjusted free cash flow rose to $326 million from $107 million a year ago, reflecting stronger earnings and improved cash conversion.
DD’s OutlookFollowing its second-quarter outperformance, DuPont raised the midpoint of its full-year 2026 operating EBITDA and adjusted earnings guidance. The company now expects net sales in the range of $7.16-$7.19 billion, operating EBITDA between $1.75 billion and $1.77 billion and adjusted earnings of $7.17-$7.32 per share.
For the second half of 2026, DuPont projects net sales of $3.66-$3.69 billion, operating EBITDA of $890-$910 million and adjusted earnings of $3.65-$3.80 per share. Management also expects organic sales growth to be slightly above 4% for the full year.
The outlook reflects continued strength across healthcare, industrial water and aerospace end markets. Management expects mid-single-digit organic sales growth in the second half and remains focused on productivity, profitable growth and shareholder value creation.
DD’s Price Performance DD's shares are down 35.1% in the past year compared with the Zacks Chemicals Diversified industry’s 3.9% rise.
Image Source: Zacks Investment Research
DD’s Zacks Rank & Key PicksDD currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Avient Corporation (AVNT - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report) and Lundin Mining Corporation (LUNMF - Free Report) .
Avient is scheduled to report second-quarter results on Aug. 6. The Zacks Consensus Estimate for AVNT’s second-quarter earnings is pegged at 89 cents per share. It carries a Zacks Rank #2 (Buy) at present.
NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 5 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Lundin Mining is scheduled to report second-quarter results on Aug. 5. The Zacks Consensus Estimate for LUNMF’s second-quarter earnings is pegged at 34 cents per share. It currently carries a Zacks Rank #2.
Toyota ve fiskálním 1. čtvrtletí zvýšila tržby o 10,4 % a vedení zvýšilo výhled na fiskální rok 2027 na provozní zisk 3,4 bilionu JPY. Zároveň oznámila zpětný odkup akcií za 1 bilion JPY a plán zrušit 200 milionů akcií.
SummaryToyota Motor Corporation is reiterated as a Buy, with attractive valuation despite lackluster technicals and recent underperformance versus the S&P 500.Q1 results were solid, with revenue up 10.4% and favorable FX effects, but macro headwinds and earnings estimate downgrades persist.Management raised FY 2027 guidance, expects operating income of 3.4 trillion yen, and announced a 1 trillion yen share repurchase with plans to retire 200 million shares.TM faces risks from global economic softness, USDJPY volatility, China EV competition, and supply chain pressures, but earnings growth is expected to return by FY 2029. rep0rter/iStock Editorial via Getty Images
Toyota Motor Corporation (TM) posted decent fiscal Q1 GAAP results on Tuesday, August 4. Shares were little changed before the opening bell on Wall Street, continuing a trend of somewhat lackluster price action so
9.53K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Zscaler ve 3. čtvrtletí fiskálního roku 2026 uzavřel rekordní počet ACV obchodů nad 1 milion USD. Roční opakované tržby vzrostly o 25 % na více než 3,5 miliardy USD.
Key Takeaways Zscaler closed a record number of ACV deals worth more than $1 million in the third quarter of fiscal 2026.Zscaler's ARR rose 25% to over $3.5 billion as more than 700 customers adopted Zero Trust Everywhere.ZS' Z-Flex contract value topped $480 million, up more than 60% sequentially, boosting upsell opportunities. Zscaler, Inc. (ZS - Free Report) is seeing strong momentum in large enterprise deals as organizations continue to modernize their cybersecurity infrastructure. Growing demand for Zero Trust security, AI-powered protection and platform consolidation is encouraging customers to sign larger, multi-year contracts, providing the company with better revenue visibility and long-term growth opportunities.
Zscaler delivered a record performance in the third quarter of fiscal 2026. The company closed its highest-ever number of annual contract value deals worth more than $1 million for the fiscal third quarter. Annual recurring revenues increased 25% year over year to more than $3.5 billion, while remaining performance obligations climbed about 30% to nearly $6.5 billion, reflecting a healthy pipeline of future revenues.
The expanding adoption of ZS’ platform is a key driver behind these larger deals. More than 700 enterprise customers are now using Zscaler’s Zero Trust Everywhere framework, up from more than 550 in the previous quarter. Customers are increasingly deploying multiple products, including Zero Trust Users, Zero Trust Cloud, Zero Trust Branch and AI Protect, instead of purchasing standalone security solutions.
Z-Flex is also supporting deal growth. The flexible purchasing program generated more than $480 million in total contract value during the quarter, up more than 60% sequentially. By allowing customers to activate additional products within existing agreements, Z-Flex is increasing upselling opportunities.
With enterprises consolidating cybersecurity vendors and expanding AI deployments, Zscaler appears well-positioned to continue winning larger contracts. This trend should support sustained revenue growth, stronger customer retention and higher recurring revenues over the long term. The Zacks Consensus Estimate for Zscaler’s fiscal 2026 revenues is pegged at $3.33 billion, implying year-over-year growth of nearly 24.6%.
How Do Zscaler’s Rivals Fare in Winning Large Deals?Two major rivals competing with Zscaler for large enterprise cybersecurity contracts are Palo Alto Networks, Inc. (PANW - Free Report) and CrowdStrike Holdings, Inc. (CRWD - Free Report) .
Palo Alto Networks’ platformization strategy, which combines network, cloud and security operations on one platform, is helping the company secure larger multi-product contracts and deepen relationships with global enterprises. In the third quarter of fiscal 2026, revenues increased 31% year over year to $3 billion, while next-generation security ARR climbed 60% to $8.13 billion.
CrowdStrike is also gaining traction with large customers through its Falcon cybersecurity platform. In the first quarter of fiscal 2027, ARR reached approximately $5.51 billion, up 24% year over year, while revenues rose 26% to roughly $1.39 billion. The company continues to expand adoption of multiple Falcon modules, increasing average contract values and encouraging customers to standardize on a single cybersecurity platform.
Zscaler’s Price Performance, Valuation & EstimatesZS shares have plunged 31.3% year to date against the Zacks Security industry’s surge of 64.2%.
Zscaler YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, ZS trades at a forward price-to-sales ratio of 7.49, significantly below the industry’s average of 18.06.
Zscaler Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Zscaler’s fiscal 2026 and 2027 earnings implies a year-over-year increase of 26.2% and 10.7%, respectively. Estimates for fiscal 2026 have remained unchanged over the past 60 days, while fiscal 2027 estimates have been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Zscaler currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BioNTech ve 2. čtvrtletí vykázala tržby 106 milionů EUR, meziročně méně z 261 milionů EUR, a snížila celoroční výhled tržeb na 1,6 až 1,9 miliardy EUR. Důvodem je slabší poptávka po vakcíně proti COVID-19.
4 Reasons Pfizer Could Be a Value Play You Can't MissBioNTech NASDAQ: BNTX reported second-quarter 2026 revenue of €106 million, down from €261 million a year earlier, as lower U.S. demand for its COVID-19 vaccine weighed on results. The prior-year quarter also benefited from a one-time compensation payment from Pfizer related to its decision to opt out of a shingles vaccine development program.
The company lowered its full-year revenue outlook to €1.6 billion to €1.9 billion, citing softer-than-expected global COVID-19 vaccine demand, Germany’s planned use of previously manufactured vaccine inventory for the upcoming season, and the delayed timing of an out-licensed research-and-development milestone. BioNTech expects most of its 2026 revenue in the second half, including a €613 million collaboration payment from Bristol Myers Squibb expected in the third quarter.
Get BioNTech alerts:
CEO Transition and Oncology Strategy Moderna Dips on Q2 Earnings But Can It Rip on a Short Squeeze?BioNTech announced that Guido Oelkers will become chief executive officer by Feb. 1 at the latest. Helmut Jeggle, chairman of the supervisory board, said Oelkers was selected for his strategic leadership, experience scaling global biopharmaceutical businesses and record of developing innovation-driven organizations.
Oelkers most recently served as CEO of Sobi, where Jeggle said he more than quadrupled revenue over nine years. Current CEO and co-founder Ugur Sahin said he will remain actively involved in preparing for Oelkers’ onboarding and characterized the transition as part of BioNTech’s evolution from a research-focused organization into a multi-product biopharmaceutical company.
Novavax Plunges on Earnings Miss: Falling Knife or Buying Opp?Sahin said BioNTech is advancing a tumor-focused oncology strategy spanning next-generation immunomodulators, antibody-drug conjugates, or ADCs, and mRNA cancer immunotherapies. The company is targeting more than 17 late-stage and pivotal-trial readouts through 2030 and beyond.
Lung Cancer Programs Advance Chief Medical Officer and co-founder Özlem Türeci highlighted progress for pumitamig, BioNTech’s investigational bispecific immunomodulator targeting PD-L1 and VEGF-A that is being developed with Bristol Myers Squibb. The company is running four registrational lung-cancer programs for the candidate, including trials in small cell lung cancer, first-line non-small cell lung cancer, PD-L1-high non-small cell lung cancer and unresectable stage 3 non-small cell lung cancer.
At the American Society of Clinical Oncology meeting in June, BioNTech presented global phase II data from ROSETTA-Lung 02, which is evaluating pumitamig plus chemotherapy in previously untreated advanced non-small cell lung cancer. Among 40 evaluable patients, the combination generated unconfirmed and confirmed overall response rates of 72.5% and 62.5%, respectively, according to Türeci.
In patients with PD-L1 tumor proportion scores below 1%, the confirmed objective response rate was 47.6%. It was 77.8% among patients with scores between 1% and 49%, while all six patients with scores of at least 50% responded. Türeci said the safety profile was manageable, with no new safety signals, and that the results support the ongoing global phase III program.
BioNTech also expects a first interim analysis for gotistobart in late 2026 in pivotal-stage testing for metastatic squamous non-small cell lung cancer. Gotistobart is a selective regulatory T-cell-depleting CTLA-4 antibody being developed with OncoC4. In the non-pivotal first stage of the PRESERVE-003 study, Türeci said gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival had not been reached in the gotistobart arm, compared with about 10 months for docetaxel.
ADC and mRNA Programs The company dosed the first patient in a phase III study of elfetabart drozuntecan, formerly known as BNT324, in taxane-naive metastatic castration-resistant prostate cancer. The B7-H3-targeting ADC is being developed with DualityBio and is being tested against docetaxel in patients whose disease progressed after second-generation androgen receptor pathway inhibitors.
Sahin said more than 1,000 patients have received the ADC across more than 10 tumor types, including 400 treated in combination with pumitamig. He said the company has seen durable disease control and a tolerable safety profile, including no significant interstitial lung disease events observed so far among patients treated for more than a year.
BioNTech expects to present data later in 2026 from a phase I/II trial of pumitamig plus BNT324 in advanced non-small cell and small cell lung cancers. Türeci described the dataset as the first clinical data for a PD-L1/VEGF-A bispecific antibody combined with an ADC in lung cancer.
In mRNA cancer immunotherapy, enrollment has been completed in a randomized phase II trial of autogene cevumeran in high-risk stage 2 or stage 3 colorectal cancer. An independent data safety monitoring board reviewed an interim analysis in June and recommended continuing the trial without modification. BioNTech expects the final, event-driven analysis in 2027.
The company also expects a phase III progression-free-survival interim analysis later this year for BNT113, its HPV16-targeting mRNA immunotherapy being tested with pembrolizumab in first-line, PD-L1-positive HPV16-positive head and neck cancer.
Guidance, Expenses and Capital Allocation BioNTech reported adjusted research-and-development expense of €477 million in the second quarter, down from €509 million a year earlier, reflecting portfolio prioritization and favorable partner cost-sharing effects. Adjusted selling, general and administrative expense rose to €198 million from €137 million, driven by investments in operational systems, prelaunch activities and the inclusion of CureVac operations following the merger.
For 2026, the company now expects adjusted R&D expense of €2 billion to €2.3 billion, while maintaining adjusted SG&A guidance of €700 million to €800 million. BioNTech ended the quarter with €16.6 billion in cash equivalents and security investments.
CFO Ramon Zapata said the company has repurchased $152 million of shares under its up-to-$1 billion repurchase authorization. He said BioNTech’s capital-allocation priorities remain funding its priority pipeline and commercial capabilities, maintaining flexibility for external opportunities, and returning capital to shareholders.
About BioNTech (NASDAQ:BNTX)BioNTech SE NASDAQ: BNTX is a Germany-based biotechnology company that develops next-generation immunotherapies and vaccines, with a primary focus on messenger RNA (mRNA) technology. Founded in 2008 and headquartered in Mainz, BioNTech advances a platform approach to design and manufacture therapeutics across oncology, infectious diseases and other high unmet-need areas. The company is publicly traded on the NASDAQ exchange and became widely known for its rapid development and global deployment of an mRNA-based COVID-19 vaccine in collaboration with Pfizer.
BioNTech's core activities include discovery research, clinical development and manufacturing of mRNA-based medicines, personalized cancer immunotherapies, engineered cell therapies, and antibody- and protein-based therapeutics.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in BioNTech Right Now?Before you consider BioNTech, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and BioNTech wasn't on the list.
While BioNTech currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Looking to profit from the electric vehicle mega-trend? Click the link to see our list of which EV stocks show the most long-term potential.
Wheaton Precious Metals má podle odhadů za čtvrtletí vykázat zisk 1,11 USD na akcii a tržby 876,78 mil. USD. Odhad EPS byl za posledních 30 dní snížen o 10 %.
In its upcoming report, Wheaton Precious Metals Corp. (WPM - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $1.11 per share, reflecting an increase of 76.2% compared to the same period last year. Revenues are forecasted to be $876.78 million, representing a year-over-year increase of 74.2%.
The consensus EPS estimate for the quarter has been revised 10% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
Given this perspective, it's time to examine the average forecasts of specific Wheaton Precious Metals metrics that are routinely monitored and predicted by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Sales- Gold- Constancia' of $6.49 million. The estimate indicates a change of -71.3% from the prior-year quarter.
The consensus among analysts is that 'Sales- Gold- Stillwater' will reach $6.36 million. The estimate indicates a change of +38.3% from the prior-year quarter.
Analysts forecast 'Sales- Silver- Pe?asquito' to reach $136.64 million. The estimate suggests a change of +91.2% year over year.
According to the collective judgment of analysts, 'Sales- Silver- Antamina' should come in at $94.65 million. The estimate suggests a change of +160.7% year over year.
Analysts expect 'Sales- Silver- Constancia' to come in at $25.47 million. The estimate suggests a change of +20.5% year over year.
Based on the collective assessment of analysts, 'Sales- Gold- Salobo' should arrive at $320.62 million. The estimate suggests a change of +26.7% year over year.
It is projected by analysts that the 'Sales- Silver' will reach $383.04 million. The estimate indicates a year-over-year change of +131.1%.
The consensus estimate for 'Sales- Cobalt' stands at $14.51 million. The estimate points to a change of +121.2% from the year-ago quarter.
The combined assessment of analysts suggests that 'Sales- Gold- Sudbury' will likely reach $27.61 million. The estimate suggests a change of +187.6% year over year.
The average prediction of analysts places 'Units Produced - GEOs produced' at $218.1 ounces. Compared to the present estimate, the company reported $158.6 ounces in the same quarter last year.
Analysts' assessment points toward 'Average Realized Price Per Unit - Silver' reaching 80 dollars per ounce. Compared to the current estimate, the company reported 34 dollars per ounce in the same quarter of the previous year.
Analysts predict that the 'Average Realized Price Per Unit - Gold' will reach 4717 dollars per ounce. Compared to the current estimate, the company reported 3318 dollars per ounce in the same quarter of the previous year.
View all Key Company Metrics for Wheaton Precious Metals here>>>
Shares of Wheaton Precious Metals have experienced a change of -2.9% in the past month compared to the +1.7% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), WPM is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Akcie Interactive Brokers za poslední měsíc klesly o 8,6 % kvůli vybírání zisků a obavám z úrokových sazeb. Firma ale dál rozšiřuje produkty, AI nástroje i globální přístup.
Key Takeaways IBKR's pullback reflects profit-taking, valuation, rate concerns and softer sequential trading activity.New products, AI tools and broader global access support client growth and revenue diversification.Revenues and earnings are projected to grow at double-digit rates through 2027 despite a premium valuation. Shares of Interactive Brokers Group (IBKR - Free Report) have lost 8.6% over the past month. It underperformed the S&P 500 Index and the industry. The pullback appears to reflect profit-taking, elevated valuation, interest-rate concerns and a sequential moderation in trading activity rather than any meaningful deterioration in the company’s long-term fundamentals.
Compared with two of its closest peers, Robinhood Markets (HOOD - Free Report) and Charles Schwab (SCHW - Free Report) , IBKR has outperformed Robinhood during the period but lagged Schwab.
One-Month Price Performance
Image Source: Zacks Investment Research
The key question now is whether the recent share-price weakness in Interactive Brokers presents a buying opportunity or warrants a wait-and-watch approach. Let’s find out.
IBKR’s Product Diversification EffortsInteractive Brokers continues to add features that widen its addressable client base and deepen wallet share. The company has added nine new tokens for trading through Zero Hash and three new tokens through Paxos, while introducing the ability to transfer funds to external wallets via stablecoin. It also launched a unified screen for trading prediction-market contracts across Kalshi, CME and ForecastEx, along with AI integrations with Anthropic’s Claude, OpenAI’s ChatGPT and xAI’s Grok for account navigation, research and trade preparation.
It also launched CBOE binary-options trading and received preliminary conditional approval for a U.S. national trust bank charter, which is expected to support direct custody services for mutual fund and ETF clients. Further, enhancements to its Hedge Fund Marketplace have simplified fund discovery and investment while improving engagement through portfolio-manager video presentations.
These launches build on additions such as stablecoin funding, Coinbase Derivatives access and the Connections discovery feature, and complement tools like Ask IBKR and AI News Summaries. Together, these initiatives support client retention, broaden fee-generating opportunities and reduce reliance on any single product line amid intense competition. Reflecting growing global platform usage, overnight trading volumes nearly tripled year over year to 10.9 million trades in the second quarter from 3.8 million.
nteractive Brokers’ Technological Excellence Drives GrowthInteractive Brokers’ technological superiority is one of its strongest aspects. The company processes trades in stocks, digital assets, futures, options and forex on more than 160 exchanges across several countries and currencies. Unlike many of its peers, IBKR has a very low level of compensation expenses relative to net revenues. This helps the company generate solid growth.
Since its inception, Interactive Brokers has focused on proprietary software that automates broker-dealer functions. This has supported a steady rise in revenues over time, with total net revenues witnessing a compound annual growth rate (CAGR) of 22.8% over 2020-2025, driven by interest income, commissions and business expansion efforts. The momentum continued in the first half of 2026, and recent operating metrics show sustained engagement.
Net revenues are expected to keep improving, driven by the company's solid Daily Average Revenue Trades (DARTs) numbers and a robust trading backdrop. This anchors the forward view to sustained engagement on the platform. The company’s technological superiority, combined with easier regulations to improve product velocity, will likely support its net revenues through higher client acquisitions.
The Zacks Consensus Estimate for IBKR’s 2026 and 2027 revenues is $7.26 billion and $8.23 billion, which indicates year-over-year growth of 18% and 13.3%, respectively.
Sales Estimates
Image Source: Zacks Investment Research
Interactive Brokers’ Global PresenceInteractive Brokers continues to scale its international platform to capture rising cross-border investing and wealth creation in emerging markets. During the second quarter, the company expanded its global and product reach by becoming the first electronic broker to offer access to both the Korea Stock Exchange and Nextrade, introducing cryptocurrency trading across Europe and providing eligible U.K. and European retail clients with access to the SpaceX IPO.
In 2025, IBKR expanded global market access by enabling eligible clients outside Brazil to trade Brazilian equities on B3 and by adding UAE equities through the Abu Dhabi Securities Exchange and Dubai Financial Market. It also broadened access to Bursa Malaysia and continues pursuing growth in Taiwan, Mexico and India. It is the first SFC-licensed securities broker approved to allow retail clients to trade cryptocurrencies in Hong Kong.
A wider geographic and product footprint supports sustained account growth and helps diversify client activity across regions.
IBKR’s Efficient Capital DistributionsInteractive Brokers has a long record of dividend payments and has increased its payout in recent years. In April 2026, it announced a 9.4% hike in the dividend, following a 28% rise in 2025 and a 150% jump in 2024. Over the past five years, the company has hiked its dividend three times, with an annualized growth rate of 39.6%. It has a dividend payout ratio of 14%.
The June 2025 four-for-one stock split improved accessibility without changing fundamentals.
The company uses insignificant debt to finance its operations and ended the second quarter with substantial liquidity levels. This supports ongoing platform investment and regulatory requirements while still returning cash to shareholders over time.
Analyzing IBKR’s Earnings Estimates & ValuationOver the past seven days, the Zacks Consensus Estimate for Interactive Brokers’ 2026 and 2027 earnings has been revised upward to $2.69 and $3.17, respectively. This indicates year-over-year growth rates of 22.8% for 2026 and 18% for 2027.
Earnings Estimates
Image Source: Zacks Investment Research
In terms of valuation, the IBKR stock looks expensive compared with the industry. The stock is trading at a forward 12-month price/earnings (P/E) of 29.49X, which is above the industry’s 13.92X.
P/E F12M
Image Source: Zacks Investment Research
Looking at its peers, Robinhood has a forward 12-month P/E of 38.01X and Schwab is currently trading at a P/E of 14.57X. Thus, Interactive Brokers is trading at a premium compared with Schwab but it is relatively inexpensive compared with Robinhood.
Is Now the Right Time to Buy Interactive Brokers Stock?IBKR’s expanding product suite, AI-enabled tools, global market access and rising overnight trading activity support continued client growth and revenue diversification. Its technology-driven model, low compensation burden, strong balance sheet and upward earnings revisions further strengthen the investment case.
Although the stock trades at a premium and remains sensitive to rates and elevated expenses, its revenues and earnings are expected to grow at double-digit rates through 2027. Hence, investors may consider buying the dip before renewed momentum pushes the shares higher.
At present, IBKR sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Zebra Technologies (ZBRA - Free Report) came out with quarterly earnings of $6.35 per share, beating the Zacks Consensus Estimate of $4.35 per share. This compares to earnings of $3.61 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +45.98%. A quarter ago, it was expected that this producer of printers for bar codes, plastic cards and, radio-frequency identification tags would post earnings of $4.21 per share when it actually produced earnings of $4.75, delivering a surprise of +12.83%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Zebra, which belongs to the Zacks Manufacturing - Thermal Products industry, posted revenues of $1.56 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.90%. This compares to year-ago revenues of $1.29 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Zebra shares have added about 20.1% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Zebra?While Zebra 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 Zebra 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 $4.55 on $1.49 billion in revenues for the coming quarter and $18.57 on $6.05 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - Thermal Products is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Industrial Products sector, Deere (DE - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on August 20.
This agricultural equipment manufacturer is expected to post quarterly earnings of $4.85 per share in its upcoming report, which represents a year-over-year change of +2.1%. The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level.
Deere's revenues are expected to be $10.8 billion, up 4.3% from the year-ago quarter.
Lumentum stock jumped by over 13% in the premarket session after a highly bullish statement from Mizuho. LITE soared to $881, continuing a recovery that started on July 29 when it bottomed at $594. So, will this rally continue amid the rising valuation concerns?
LITE stock has done well this year, helped by the ongoing artificial intelligence boom and the $2 billion investment from Nvidia. It has jumped by over 150% this year and 600% in the last 12 months.
The company’s optical and photonic products are used widely in the data center industry, which is seeing strong demand this year. For one, the top hyperscalers plan to spend over $750 billion in capital expenditure this year, a figure that may continue in the foreseeable future.
Lumentum counts some of the biggest companies as clients. This includes companies like Apple, Microsoft, Amazon, Alphabet, and Cisco.
Analysts are taking note, with most of them having a bullish outlook. In the latest note, a Mizuho analyst reiterated the bullish outlook for the company with a $1000 target. The analyst noted that the company will continue doing well, noting that its top suppliers like AXTI and Landmark continued to publish strong earnings and guidance.
Other top companies have boosted their outlooks for the company. Citigroup reiterated a buy rating, while Northland Securities hiked the target from $1,000 to $1,200. Another bullish outlook came from Citic Securities, which hiked the target from $620 to $1,186.
READ MORE: Why analysts are backing optical networking stocks like Lumentum now
LITE stock is doing well because of the ongoing Lumentum earnings growth. Its recent earnings showed that its cloud and AI business pushed its revenue up by over 90% in the third quarter to $808 million.
Components revenue jumped by 77%, while Systems soared by 24%. Most notably, its gross and net profit margins continued growing as it boosted its prices.
Most notably, the company’s balance sheet has continued improving. Its cash and short-term investments soared to $3.17 billion from $1.15 billion in the second quarter. This increase was partly because of its revenue growth and Nvidia’s investment.
Analysts now believe that the company has more room to grow. Yahoo Finance data shows that analysts expect the upcoming results to show that its revenue jumped by 105% to $987 million. For the year, revenue is expected to jump by 81% to $3 billion, followed by $5.6 billion next year. Lumentum’s earnings-per-share is expected to jump from $2.06 last year to $8.23.
These numbers explain why the company’s valuation has jumped. It has a forward price-to-earnings ratio of 94.80, much higher than the technology sector median of 23. This figure is much higher than the five-year average of 36. As such, these numbers mean that the company will need to publish stronger results to justify the valuation.
LITE stock chart | Source: TradingView
The daily chart shows that the LITE stock has been in a downward trend, forming a descending channel. This channel was part of the bullish flag pattern, a common continuation sign in technical analysis.
The stock has remained above the 200-day Exponential Moving Average (EMA). Also, the Stochastic Oscillator has continued rising. Therefore, it will likely continue rising as bulls target the key resistance level of $1,086, the highest point this year.
Entegris (ENTG - Free Report) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.05%. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.75 per share when it actually produced earnings of $0.86, delivering a surprise of +14.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Entegris, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $883.2 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.16%. This compares to year-ago revenues of $792.4 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Entegris shares have added about 48.6% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Entegris?While Entegris 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 Entegris was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.94 on $884.71 million in revenues for the coming quarter and $3.65 on $3.45 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 17% 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.
nLight (LASR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This laser maker is expected to post quarterly earnings of $0.14 per share in its upcoming report, which represents a year-over-year change of +133.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
nLight's revenues are expected to be $78.52 million, up 27.2% from the year-ago quarter.
Eve uvedla, že její plnohodnotný prototyp eVTOL vstoupil do částečných přechodových letů a míří k dokončení plného přechodu do konce roku 2026. Certifikaci a zahájení provozu stále cílí na rok 2028.
Amazon Bets Big on BETA: Why Analysts See 50% UpsideEVE NYSE: EVEX said its full-scale engineering prototype has entered partial transition flight testing as the electric vertical takeoff and landing aircraft developer targets full transition by the end of 2026 and certification and entry into service in 2028.
Chief Executive Officer Johann Bordais said the company resumed its flight campaign after completing a planned three-month ground-test period focused on software upgrades and system integration. The work included testing the synchronization of the aircraft’s lifter rotors and pusher propeller, as well as ground testing of avionics, actuators and flight-control systems with motors powered on.
Get EVE alerts:
Flying Cars and Rising Bars: The 2026 eVTOL Breakout BeginsThe prototype has completed 66 flights and logged 2 hours and 46 minutes of airtime, according to Bordais. Eve has validated 150 test points during the program and accumulated more than 15,000 hours of component and systems testing across its development infrastructure.
Transition flight program advances The aircraft is now conducting partial transition flights, in which it accelerates forward by engaging its pusher while the lifter rotors remain powered. Bordais said the pusher initially operated at low revolutions and was subsequently increased to about 1,200 RPM, enabling forward flight at 30 knots, or roughly 35 miles per hour.
Don’t Miss These 3 Hidden Aerospace Gems Before They Take OffIn the coming weeks, Eve plans to increase speed progressively to 60 knots and then to 80 to 90 knots. Full transition will occur when the lifter rotors are powered off and lift is generated by air flowing over the wing, allowing the aircraft to operate like a conventional airplane.
Bordais said the company expects to need approximately 30 to 40 additional flights to complete the full transition, with timing still targeted for the end of the year. He said the company does not intend to “cut any corners” in the testing campaign, which is designed to expand the flight envelope while transferring findings into the certification-conforming aircraft program.
Marcelo Basile, Eve’s chief flight prototype engineer, said the company expects to build six conforming prototypes next year. The first will focus on flight-envelope expansion, handling qualities and performance. Other aircraft will support testing of propulsion, electrical systems, avionics, cabin systems, and function-and-reliability requirements. The sixth prototype will be the closest to a series-production aircraft, he said.
Eve plans the first crewed conforming-prototype flight for the second half of 2027. Bordais said the company expects the conforming aircraft to fly for about 12 months before certification, supporting its 2028 entry-into-service target.
Certification, suppliers and infrastructure The company said its means-of-compliance process with Brazil’s civil aviation authority, ANAC, is nearly complete. These requirements outline the tests needed to demonstrate that aircraft components meet certification standards. Some suppliers have already begun testing components for which compliance methods have been aligned with ANAC, Bordais said.
ANAC has opened an industry consultation on an updated airworthiness certification basis that Eve said reflects alignment with the Federal Aviation Administration. The consultation ends Aug. 18. ANAC also published proposed noise certification criteria for Eve’s E100 aircraft following engagement with the company, according to Bordais.
Eve has applied through ANAC for type-certificate validation by the European Union Aviation Safety Agency. Bordais said EASA certification is expected 12 to 15 months after approvals from ANAC and the FAA.
On the supply chain, Bordais said Eve has approximately 22 suppliers, with major contracts negotiated since 2023, beginning with the battery and propulsion systems. The company is conducting critical design reviews with suppliers and expects to freeze the aircraft design by the end of 2026, allowing only minor changes afterward.
Eve also announced partnerships with Hitachi and the Florida Department of Transportation. The Hitachi relationship is intended to address vertiport electrical-grid connections, charging cycles and integration of new energy demand. The Florida partnership will focus on infrastructure, operating procedures and airspace navigation needed to integrate urban air mobility into the state’s transportation network.
Liquidity, costs and production spending Chief Financial Officer Eduardo Couto said Eve ended the second quarter with $403 million in cash and total liquidity of $531 million, including $128 million of undrawn credit facilities. The company believes its liquidity is sufficient to fund operations through 2028 without additional funding.
Second-quarter cash consumption was $49 million, while cash burn for the first half totaled $118 million. Eve expects full-year cash consumption to remain near the midpoint of its previously stated $225 million to $275 million range.
Research and development expense was $29 million in the second quarter, down from roughly $55 million in prior quarters due to supplier agreements that were more favorable than expected and program-development updates. Couto said R&D spending is expected to return to about $50 million per quarter going forward. Selling, general and administrative expense was $8 million, and net loss was $34 million.
The company identified $100 million to $150 million in potential synergies and cost avoidance over the next three years through its relationship with Embraer. Couto said slightly less than one-third of those savings is expected this year, with the remainder expected in 2027 and 2028.
Cost-saving efforts include shifting certain administrative activities to Embraer, improving the master services agreement covering engineering resources, and using Embraer facilities and industrial assets to avoid duplicative investments. Eve expects approximately $20 million of capital expenditures this year, around $50 million next year, and $30 million to $40 million in 2028, for roughly $100 million of total investment in modular production capacity.
Backlog expands at Farnborough At the Farnborough Airshow, Eve announced two new letters of intent covering 46 aircraft: one from Moov for operations in Cape Verde and another from Shearwater, a Bay Point Capital Company affiliate and new leasing customer. The additions brought Eve’s stated preorder backlog to about 2,700 aircraft, valued at approximately $13.5 billion at list prices.
Bordais said the company has about 100 firm aircraft orders from Revo and AirX, while the broader backlog includes letters of intent. He said Eve is pursuing both direct sales to operators and sales to leasing companies, which can then lease aircraft to operators.
About EVE (NYSE:EVEX)Eve Holding, Inc NYSE: EVEX is the publicly traded parent of Eve Air Mobility, a company dedicated to developing sustainable urban air mobility solutions. Through its engineering and design capabilities, Eve focuses on creating electric vertical takeoff and landing (eVTOL) aircraft tailored for short-haul passenger and cargo transport in densely populated areas.
The company’s flagship offering is an eVTOL aircraft designed to deliver clean, quiet and efficient point-to-point service, backed by an integrated digital platform for air traffic management.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in EVE Right Now?Before you consider EVE, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and EVE wasn't on the list.
While EVE currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
NRG Energy (NRG - Free Report) came out with quarterly earnings of $1.49 per share, missing the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.68 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -10.24%. A quarter ago, it was expected that this power company would post earnings of $1.78 per share when it actually produced earnings of $1.48, delivering a surprise of -16.85%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
NRG, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $7.48 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 27.02%. This compares to year-ago revenues of $6.74 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
NRG shares have lost about 13% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for NRG?While NRG has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for NRG was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.90 on $7.37 billion in revenues for the coming quarter and $9.70 on $32.79 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Utility - Electric Power is currently in the bottom 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
MGE (MGEE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This public utility holding company is expected to post quarterly earnings of $0.77 per share in its upcoming report, which represents a year-over-year change of +6.9%. The consensus EPS estimate for the quarter has been revised 8.7% higher over the last 30 days to the current level.
MGE's revenues are expected to be $166.37 million, up 4.3% from the year-ago quarter.
Southwest Gas (NYSE:SWX – Get Free Report) will likely be releasing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect Southwest Gas to announce earnings of $0.4509 per share and revenue of $416.2040 million for the quarter. Parties may visit the the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 11:00 AM ET.
Southwest Gas (NYSE:SWX – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The utilities provider reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.88 by $0.03. Southwest Gas had a net margin of 19.95% and a return on equity of 6.95%. The company had revenue of $585.12 million during the quarter, compared to analysts’ expectations of $695.52 million. During the same period in the prior year, the company earned $1.58 earnings per share. The business’s quarterly revenue was down 21.6% compared to the same quarter last year. On average, analysts expect Southwest Gas to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.
Southwest Gas Price Performance NYSE SWX opened at $89.80 on Tuesday. Southwest Gas has a twelve month low of $75.75 and a twelve month high of $94.46. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.32 and a current ratio of 1.45. The stock has a market capitalization of $6.50 billion, a PE ratio of 13.01, a P/E/G ratio of 2.12 and a beta of 0.57. The stock has a 50-day simple moving average of $89.63 and a 200 day simple moving average of $88.36.
Southwest Gas Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be given a $0.645 dividend. This represents a $2.58 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 17th. Southwest Gas’s payout ratio is currently 37.39%.
Institutional Inflows and Outflows Hedge funds have recently bought and sold shares of the stock. Illinois Municipal Retirement Fund grew its position in Southwest Gas by 1.3% during the 4th quarter. Illinois Municipal Retirement Fund now owns 10,431 shares of the utilities provider’s stock worth $835,000 after acquiring an additional 135 shares during the last quarter. LPL Financial LLC raised its position in Southwest Gas by 1.1% in the 4th quarter. LPL Financial LLC now owns 14,500 shares of the utilities provider’s stock valued at $1,160,000 after purchasing an additional 159 shares during the last quarter. Daiwa Securities Group Inc. boosted its stake in Southwest Gas by 21.3% in the second quarter. Daiwa Securities Group Inc. now owns 939 shares of the utilities provider’s stock worth $70,000 after purchasing an additional 165 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Southwest Gas by 0.4% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,098 shares of the utilities provider’s stock worth $3,280,000 after purchasing an additional 168 shares in the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of Southwest Gas by 7.4% during the third quarter. NewEdge Advisors LLC now owns 3,194 shares of the utilities provider’s stock worth $250,000 after purchasing an additional 219 shares during the last quarter. 92.77% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets SWX has been the subject of several research reports. Citigroup increased their price objective on Southwest Gas from $99.00 to $106.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Wall Street Zen raised shares of Southwest Gas from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. JPMorgan Chase & Co. upgraded shares of Southwest Gas from a “neutral” rating to an “overweight” rating and set a $100.00 target price for the company in a research note on Thursday, May 7th. UBS Group set a $100.00 price target on shares of Southwest Gas in a research report on Thursday, May 7th. Finally, Weiss Ratings upgraded shares of Southwest Gas from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $97.29.
Read Our Latest Stock Report on Southwest Gas
Southwest Gas Company Profile (Get Free Report)
Southwest Gas Corporation (NYSE: SWX) is a publicly traded natural gas utility that provides regulated gas distribution services to residential, commercial, industrial and electric generation customers. The company’s core activities include the transportation, distribution and sale of natural gas through an extensive network of pipelines, service lines and metering facilities. Southwest Gas also offers related services such as system maintenance, pipeline safety inspections, emergency response and line extensions to support customer growth and ensure reliable gas delivery.
Founded in 1931 in southern Nevada, Southwest Gas has grown through strategic acquisitions and organic expansion to become one of the nation’s larger natural gas utilities by customer count.
Recommended Stories Five stocks we like better than Southwest Gas SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?
Receive News & Ratings for Southwest Gas Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Southwest Gas and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEGlencore (GLCNF) Projected to Release Quarterly Earnings on Wednesday
NEXT HEADLINE »Purple Biotech (PPBT) Expected to Announce Quarterly Earnings on Wednesday
California State Teachers Retirement System zvýšil v 1. čtvrtletí podíl ve společnosti Crane o 26,8 % na 58 241 akcií v hodnotě 9,96 milionu USD. Crane zároveň oznámil EPS 1,79 USD a tržby 724,7 milionu USD, obojí nad odhady.
California State Teachers Retirement System increased its stake in Crane (NYSE:CR – Free Report) by 26.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,241 shares of the conglomerate’s stock after purchasing an additional 12,322 shares during the quarter. California State Teachers Retirement System owned approximately 0.10% of Crane worth $9,959,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also recently bought and sold shares of CR. Northwestern Mutual Wealth Management Co. boosted its stake in Crane by 289,020.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 7,855,409 shares of the conglomerate’s stock worth $1,448,773,000 after purchasing an additional 7,852,692 shares during the period. Capital World Investors raised its stake in Crane by 1.7% during the 4th quarter. Capital World Investors now owns 2,993,123 shares of the conglomerate’s stock valued at $552,022,000 after purchasing an additional 48,679 shares during the period. Norges Bank purchased a new stake in shares of Crane in the fourth quarter valued at $198,509,000. Geode Capital Management LLC lifted its holdings in shares of Crane by 4.0% in the fourth quarter. Geode Capital Management LLC now owns 917,679 shares of the conglomerate’s stock valued at $169,282,000 after purchasing an additional 35,441 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in shares of Crane by 0.4% in the first quarter. Dimensional Fund Advisors LP now owns 845,961 shares of the conglomerate’s stock worth $144,622,000 after buying an additional 3,678 shares during the period. Institutional investors and hedge funds own 75.14% of the company’s stock.
Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on the company. Wall Street Zen downgraded Crane from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. BMO Capital Markets began coverage on Crane in a report on Monday, July 20th. They issued an “outperform” rating and a $253.00 target price on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Crane in a research report on Friday. Stifel Nicolaus raised their price target on shares of Crane from $215.00 to $242.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Finally, DA Davidson boosted their price objective on shares of Crane from $235.00 to $245.00 and gave the company a “buy” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Crane has an average rating of “Buy” and a consensus price target of $236.33.
Read Our Latest Stock Report on Crane
Crane Price Performance NYSE CR opened at $219.43 on Tuesday. The company has a quick ratio of 0.88, a current ratio of 1.18 and a debt-to-equity ratio of 0.29. The stock has a market capitalization of $12.67 billion, a PE ratio of 29.06, a price-to-earnings-growth ratio of 1.93 and a beta of 1.01. Crane has a 12-month low of $159.58 and a 12-month high of $230.50. The company has a 50 day moving average price of $209.70 and a two-hundred day moving average price of $194.99.
Crane (NYSE:CR – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The conglomerate reported $1.79 EPS for the quarter, topping the consensus estimate of $1.68 by $0.11. The company had revenue of $724.70 million for the quarter, compared to analyst estimates of $708.46 million. Crane had a net margin of 13.10% and a return on equity of 24.45%. Crane’s quarterly revenue was up 25.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.49 EPS. Crane has set its FY 2026 guidance at 6.850-7.050 EPS. As a group, equities analysts predict that Crane will post 7.87 earnings per share for the current fiscal year.
Crane Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Monday, August 31st will be given a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Monday, August 31st. Crane’s dividend payout ratio is presently 17.83%.
About Crane (Free Report)
Crane Co, headquartered in Stamford, Connecticut, is a diversified manufacturer of engineered industrial products serving customers around the world. The company operates through two primary segments: Aerospace & Electronics and Engineered Materials. Its Aerospace & Electronics division designs and produces valves, fittings, manifolds, and filtration systems for aircraft fuel, hydraulics, and environmental control systems. The Engineered Materials segment focuses on advanced polymers, heat exchangers, and specialized composite solutions for industries including chemical processing, semiconductor manufacturing, and power generation.
With roots dating back to its founding in 1855 in Chicago by R.T.
Recommended Stories Five stocks we like better than Crane SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?
Receive News & Ratings for Crane Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crane and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEInvesco Ltd. $IVZ Shares Acquired by California State Teachers Retirement System
NEXT HEADLINE »California State Teachers Retirement System Has $10.32 Million Holdings in Eastman Chemical Company $EMN
Marathon Petroleum (MPC - Free Report) came out with quarterly earnings of $17.73 per share, beating the Zacks Consensus Estimate of $14.52 per share. This compares to earnings of $3.96 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +22.11%. A quarter ago, it was expected that this refiner would post earnings of $0.72 per share when it actually produced earnings of $1.65, delivering a surprise of +129.17%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Marathon Petroleum, which belongs to the Zacks Oil and Gas - Refining and Marketing industry, posted revenues of $52.34 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 50.26%. This compares to year-ago revenues of $34.1 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Marathon Petroleum shares have added about 88.8% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Marathon Petroleum?While Marathon Petroleum 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 Marathon Petroleum 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 $18.07 on $33.26 billion in revenues for the coming quarter and $43.19 on $144.74 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Oil and Gas - Refining and Marketing is currently in the top 9% 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.
Delek US Holdings (DK - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This refinery operator is expected to post quarterly earnings of $2.21 per share in its upcoming report, which represents a year-over-year change of +494.6%. The consensus EPS estimate for the quarter has been revised 94.2% higher over the last 30 days to the current level.
Delek US Holdings' revenues are expected to be $3.03 billion, up 9.6% from the year-ago quarter.
SEI a WTW rozšiřují spolupráci na vývoji řešení pro private markets v plánech 401(k) a na širším trhu plánů s definovanými příspěvky v USA. Cílem je zpřístupnit účastníkům diverzifikovanější zdroje výnosu.
Collaboration Aims to Broaden Access to Alternative Products in Retirement Ecosystem
, /PRNewswire/ -- SEI® (NASDAQ: SEIC) and WTW Investments, a global advisory, broking, and solutions company, today announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S. defined contribution market.
Building on WTW's experience integrating private markets into defined contribution (DC) solutions since 2018, the relationship combines WTW's investment research and portfolio implementation capabilities with SEI's trust and platform capabilities through SEI Trust Company (STC), a leading provider of trustee, operational, and administrative services for collective investment trusts (CITs).
Together, the firms aim to help plan sponsors and participants gain access to more diversified sources of return through structures designed for the operational, governance and liquidity needs of the DC market. The collaboration also reflects growing demand for institutionalized structures that can help bring alternative investment strategies into defined contribution plans with the governance, oversight, and operational support required by the retirement market.
Commenting on the expanded partnership, Christy Loop, Head of U.S. Wealth and Strategic Initiatives at WTW, said:
"A key challenge for defined contribution plans is ensuring sponsors have the right wrapper, structure and terms to integrate diversifying exposures like private credit. By combining our strengths with SEI's expertise in designing fit for purpose vehicles for DC plans, we can expand participant access to private markets, enhancing diversification and providing differentiated sources of return to support long-term wealth accumulation."
WTW will provide investment and operational due diligence and research support for private markets strategies used in retirement-focused CIT and evergreen solutions. As part of the expanded relationship, WTW selected SEI Trust Company to support the delivery of certain WTW retirement solutions through CIT structures, reflecting the firms' broader collaboration across retirement and private markets initiatives.
The firms are also collaborating on the design of new products and structures intended to broaden access to private markets through vehicles suited to the needs of defined contribution plans. The expanded relationship reflects a shared commitment to product innovation and to helping the retirement market—including plan sponsors, consultants, and investment managers—evaluate how private markets exposures can be integrated into DC plans over time at scale and with appropriate risk management.
Sean Lawlor, Head of Public Markets for SEI's Investment Managers business, added:
"The ongoing convergence of public and private markets is fueling new opportunities for more diversified investment solutions through flexible, efficient CIT vehicles. With more than 30 years of experience as an independent CIT trustee, SEI's operational expertise complements WTW's investment acumen and supports the delivery of these strategies in a vehicle designed for scale, governance, and the evolving needs of the defined contribution ecosystem.
"Together, we're helping connect private markets innovation with retirement-focused solutions designed to support long-term participant outcomes."
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of June 30, 2026, SEI manages, advises, or administers approximately $2.1 trillion in assets. For more information, visit seic.com.
About SEI Trust Company
SEI Trust Company (the "Trustee") serves as the Trustee of the Fund(s) and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund(s). The Fund(s) are part of a Collective Investment Trust (the "Trust") operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (NASDAQ: SEIC).
About WTW Investments
WTW's Investments business is focused on creating financial value for end investors through its expertise in risk assessment, strategic asset allocation, fiduciary management and investment manager selection. It has over 900 colleagues worldwide, more than 1,000 investment clients globally, assets under advisory of over US$4.7 trillion and US$178.8 billion of assets under management.
About WTW
At WTW (NASDAQ:WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance. Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.
Forward-looking statements
This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions.
SEI's forward-looking statements include its current expectations as to:
the benefits that SEI and WTW may derive from their expanded strategic relationship; SEI's ability to support the development and delivery of private markets solutions for the defined contribution market; and the anticipated impact of the firms' collaboration on expanding access to private markets. You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward looking statements, whether as a result of new information, future events, or otherwise.
Perma-Fix Environmental Services uzavřela strategické partnerství s Mirion Technologies v rámci programu Mentor-Protégé pro zakázky na jadernou sanaci pro DOE. Cílí na větší a technicky náročnější projekty.
ATLANTA, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (NASDAQ: PESI), a global leader in nuclear waste management and environmental remediation solutions, announced today the formation of a strategic Partnership with Mirion Technologies, under the Small Business Administration’s Mentor-Protégé Program.
The formation of the strategic partnership reinforces Perma-Fix’s leadership in the U.S. nuclear cleanup market in support of the Department of Energy (DOE) and its Office of Environmental Management’s mission to reduce risks from the Cold War nuclear legacy and advance safe, permanent solutions for complex radioactive and hazardous waste.
“This Partnership represents a natural evolution of Perma-Fix’s strategy to expand our leadership across the DOE environmental management landscape. As cleanup missions continue to grow in complexity, we believe customers increasingly value solutions that combine specialized treatment infrastructure, radiological expertise, and disciplined execution. Perma-Fix’s waste management and remediation capabilities are the cornerstone of this Partnership, and Mirion’s instrumentation expertise further strengthens our ability to compete for and support larger, more technically demanding cleanup opportunities,” said Mark Duff, President and Chief Executive Officer of Perma-Fix.
The Perma-Fix and Mirion Technologies partnership will leverage Perma-Fix’s more than 30 years of experience in nuclear waste treatment, environmental remediation, project management, and waste disposition, complemented by Mirion Technologies’ expertise in radiation detection, measurement, monitoring, and advanced nuclear instrumentation. The Partnership will focus on opportunities involving advanced waste characterization and segregation, radiological measurement and non-destructive assay, waste processing, packaging, transportation, and disposal support for complex nuclear and environmental remediation projects. Together, the Partnership is intended to support earlier and more accurate waste segregation, optimized disposal pathways, reduced disposal costs and timelines, and improved project execution across major DOE cleanup programs.
The Mentor-Protégé relationship aligns with Perma-Fix’s broader strategy of expanding its participation in long-duration nuclear cleanup and waste treatment programs. As the Company continues to invest in treatment capacity, permitting, and operational readiness across its nuclear platform, management believes strategic partnerships such as this can further strengthen Perma-Fix’s ability to address emerging federal remediation opportunities, including longstanding experience at key DOE facilities such as Los Alamos National Laboratory.
About Perma-Fix Environmental Services
Perma-Fix Environmental Services, Inc. is a nuclear services company and leading provider of nuclear and mixed waste management services. The Company’s nuclear waste services include management and treatment of radioactive and mixed waste for hospitals, research labs and institutions, federal agencies including the DOE, the U.S. Department of War (DOW), and the commercial nuclear industry. The Company’s nuclear services group provides project management, waste management, environmental restoration, decontamination and decommissioning, new build construction, and radiological protection, safety and industrial hygiene capability to its clients. The Company operates four nuclear waste treatment facilities and provides nuclear services at DOE, DOW, and commercial facilities nationwide. Visit us at www.perma-fix.com to learn more.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding the agreement described herein, the anticipated benefits and opportunities arising from such agreement, and its potential future impacts. These forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied by such statements. Further information regarding risks, uncertainties, and other factors that could affect each company’s respective financial results and operations is included in the filings of Mirion Technologies and Perma-Fix Environmental Services, respectively, with the United States Securities and Exchange Commission (the “SEC”), including each company’s respective Annual Reports on Form 10-K and most recent Quarterly Report on Form 10-Q, as well as other periodic reports filed or to be filed with the SEC.
You should not rely on these forward-looking statements, as actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. All forward-looking statements in this press release are based on information available to each of us as of the date hereof, and neither of us assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.
Contacts
For Perma-Fix inquiries:
David K. Waldman – U.S. Investor Relations
Crescendo Communications, LLC
(212) 671-1021
Herbert Strauss – European Investor Relations [email protected]
+43 316 296 316
For Mirion Technologies media inquiries:
Erin Schesny [email protected]
For Mirion Technologies investor inquiries:
Eric Linn [email protected]
Kimco Realty (KIM - Free Report) came out with quarterly funds from operations (FFO) of $0.46 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.44 per share a year ago. These figures are adjusted for non-recurring items.
A quarter ago, it was expected that this real estate investment trust would post FFO of $0.45 per share when it actually produced FFO of $0.46, delivering a surprise of +2.22%.
Over the last four quarters, the company has surpassed consensus FFO estimates two times.
Kimco Realty, which belongs to the Zacks REIT and Equity Trust - Retail industry, posted revenues of $550.8 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.06%. This compares to year-ago revenues of $525.17 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Kimco Realty shares have added about 25.4% since the beginning of the year versus the S&P 500's gain of 11%.
What's Next for Kimco Realty?While Kimco Realty 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 FFO outlook. Not only does this include current consensus FFO 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 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 estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Kimco Realty was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.46 on $548.67 million in revenues for the coming quarter and $1.83 on $2.2 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Retail is currently in the top 36% 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.
Realty Income Corp. (O - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This real estate investment trust is expected to post quarterly earnings of $1.09 per share in its upcoming report, which represents a year-over-year change of +3.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Realty Income Corp.'s revenues are expected to be $1.54 billion, up 9% from the year-ago quarter.
California State Teachers Retirement System v 1. čtvrtletí zvýšil podíl v National Fuel Gas o 29,7 % na 106 184 akcií. Společnost zároveň uvedla čtvrtletní dividendu ve výši 0,555 USD na akcii.
California State Teachers Retirement System boosted its stake in shares of National Fuel Gas Company (NYSE:NFG – Free Report) by 29.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,184 shares of the oil and gas producer’s stock after purchasing an additional 24,321 shares during the quarter. California State Teachers Retirement System owned about 0.11% of National Fuel Gas worth $9,977,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors also recently added to or reduced their stakes in the stock. SJS Investment Consulting Inc. boosted its holdings in shares of National Fuel Gas by 458.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 279 shares of the oil and gas producer’s stock valued at $26,000 after buying an additional 229 shares in the last quarter. Fairscale Capital LLC bought a new position in shares of National Fuel Gas during the 4th quarter worth approximately $29,000. HM Payson & Co. bought a new position in shares of National Fuel Gas during the 4th quarter worth approximately $29,000. Cassaday & Co Wealth Management LLC purchased a new stake in National Fuel Gas during the first quarter valued at approximately $38,000. Finally, SHP Wealth Management purchased a new stake in National Fuel Gas during the fourth quarter valued at approximately $44,000. Institutional investors own 73.96% of the company’s stock.
National Fuel Gas Price Performance NYSE NFG opened at $82.80 on Tuesday. The company has a debt-to-equity ratio of 0.91, a current ratio of 3.20 and a quick ratio of 3.07. The stock’s fifty day moving average price is $78.81 and its 200 day moving average price is $84.58. National Fuel Gas Company has a 1 year low of $75.17 and a 1 year high of $97.06. The company has a market cap of $7.87 billion, a price-to-earnings ratio of 11.50, a PEG ratio of 1.83 and a beta of 0.37.
National Fuel Gas (NYSE:NFG – Get Free Report) last issued its earnings results on Wednesday, July 29th. The oil and gas producer reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.10. The company had revenue of $537.50 million during the quarter, compared to analyst estimates of $564.33 million. National Fuel Gas had a return on equity of 19.04% and a net margin of 26.97%.The firm’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the business posted $1.64 EPS. National Fuel Gas has set its FY 2026 guidance at 7.400-7.600 EPS. As a group, equities research analysts forecast that National Fuel Gas Company will post 7.5 earnings per share for the current year.
National Fuel Gas Increases Dividend The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 2.7%. This is a positive change from National Fuel Gas’s previous quarterly dividend of $0.54. The ex-dividend date of this dividend was Tuesday, June 30th. National Fuel Gas’s dividend payout ratio is presently 30.83%.
Analysts Set New Price Targets Several brokerages have weighed in on NFG. Wall Street Zen downgraded shares of National Fuel Gas from a “hold” rating to a “sell” rating in a research note on Saturday. Weiss Ratings downgraded National Fuel Gas from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, July 21st. Finally, KeyCorp began coverage on National Fuel Gas in a report on Tuesday, April 7th. They set an “overweight” rating and a $110.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $105.50.
Check Out Our Latest Stock Analysis on NFG
About National Fuel Gas (Free Report)
National Fuel Gas Company (NYSE: NFG) is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.
In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.
Further Reading Five stocks we like better than National Fuel Gas SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Want to see what other hedge funds are holding NFG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for National Fuel Gas Company (NYSE:NFG – Free Report).
Receive News & Ratings for National Fuel Gas Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for National Fuel Gas and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINECalifornia State Teachers Retirement System Boosts Stock Holdings in Flowserve Corporation $FLS
NEXT HEADLINE »California State Teachers Retirement System Acquires 38,300 Shares of Knight-Swift Transportation Holdings Inc. $KNX
