When Alphabet and Tesla kicked off tech earnings season on Wednesday, one theme became immediately clear: AI spending is under a microscope.
Both companies reported negative free cash flow for the latest quarter and told investors to prepare for higher capital expenditures. They both also reported better-than-expected revenue, but that wasn't enough to prevent an after-market selloff, with Tesla shares sliding 4% and Alphabet down more than 3%.
It's a potentially ominous sign for the tech industry, particularly the other megacaps, which are mostly set to report quarterly results next week. Meta and Microsoft are scheduled to report next Wednesday, followed a day later by Amazon and Apple.
Much of the AI boom to date has been fueled by historic levels of infrastructure spending among a small crop of companies, including hefty investments into model developers OpenAI and Anthropic. But the recent emergence of cheaper open-source models, largely out of China, along with signs that corporate America is getting more frugal when it comes to spending on AI services, has raised concerns about the future returns on investment.
Heading into Wednesday's reports, Alphabet's stock was already on pace for its third straight monthly decline after surging in April, while Tesla shares were down 11% in July and 17% for the year. The tech-heavy Nasdaq has dropped about 5% since reaching a record in early June.
While Alphabet and Tesla are both spending at unprecedented levels, their numbers vary dramatically.
Google's parent company forecast capex for this year of $195 billion to $205 billion and warned of higher numbers in 2027. Prior guidance was for spending of $180 billion to $190 billion. At the top end of the new range, Alphabet could be the biggest spender in tech this year, as Amazon's latest guidance was for more than $200 billion, though that number may increase when the company reports results next week.
watch now
Google and its hyperscaler peers are building out data centers packed with advanced chips so they can provide the computing power necessary to build and run the leading AI models and the services they power.
Mizuho analysts wrote in a note that Google's capex increase was "broadly anticipated," and that the overall story is positive, largely due to the surge in cloud revenue, which jumped 82% from a year earlier, blowing past estimates. Cloud margins expanded and usage of Google's Gemini model accelerated.
"As such we are surprised the stock is trading off after hours and would expect it to recover in trading tomorrow," wrote the analysts, who recommend buying the stock.
'As fast as we can spend'Tesla reiterated expectations for more than $25 billion in capex this year, which would represent about 200% year-over-year growth. In the second quarter, capex soared 142% to $5.79 billion. The company boosted spending on self-driving technology, AI and robotics initiatives that CEO Elon Musk has been touting for years.
Tesla is now retooling its factories to make the two-seater driverless Cybercab, and to manufacture Optimus humanoid robots, which are still being developed, while also preparing to start construction of a sprawling AI chip-manufacturing plant in Texas.
"We should be spending on capex as fast as we can spend, as fast as we can without it being too wasteful," Musk said on the earnings call. He added, "It's ok to be a little less capital efficient if we get things done sooner."
For both companies, the aggressive growth plans are resulting in a major hit to their cash holdings.
Free cash flow at Tesla turned negative in the quarter, with a deficit of $1.1 billion after the company generated $146 million in free cash flow a year ago and $1.44 billion in the first quarter of 2026.
"This is a massive capex year but we are confident that all the things that we are investing in will yield incredible returns," Musk said. He compared Tesla's spending and building in "many different arenas simultaneously," to that of Henry Ford with the Model T.
"I think probably this is the fastest industrial scale-up since World War II in America," Musk said.
watch now
The numbers at Alphabet were even more stark, with free cash flow sinking to negative $5.9 billion after the company, which is lauded for its fat margins from online ads, generated almost $25 billion in free cash flow a year ago.
"We expect the free cash flow will remain under pressure, driven by our investments in technical infrastructure, which enables us to capitalize on the AI opportunity and continue to drive attractive returns," CFO Anat Ashkenazi said on the earnings call.
Most of the company's $44.9 billion in capex in the second quarter went to infrastructure to support the AI buildout, Ashkenazi said.
In addition to building its own data centers, Google executives said they also plan to rely on capacity from third-party cloud providers to meet feverish computing demand, building on a recent compute deal with Musk's SpaceX, which now owns xAI and its Memphis data centers.
The results on Wednesday did nothing to squash the enthusiasm of bullish analysts and investors.
Keith Fitz-Gerald, principal at investment consulting firm Fitz-Gerald Group, said that at Tesla, "profitability is being sacrificed for infrastructure" just as it was previously at companies including Amazon and Netflix.
"I expect it to pay off in spades over the next 12-24, even 36 months," Fitz-Gerald wrote in a note after the report.
And Rebecca Wettemann, CEO of tech research firm Valoir, said in an email that Google's core business remains strong and that its AI investments are generating returns.
"Google's momentum should calm some market fears about AI overspending," she wrote. "Strong performance across its businesses show search isn't dead, advertising still matters, and cloud investment is still a good bet."
Amazon.com Inc (NASDAQ:AMZN) reports second-quarter earnings on July 30, and Bank of America is raising the bar ahead of the print, arguing AWS is accelerating faster than the Street expects.
BofA now projects second-quarter revenue of $198.8 billion and operating profit of $24.1 billion, both above consensus of $196.8 billion and $23.6 billion.
The upside case centers on AWS: the bank raised its growth estimate to 33% year over year, up from 31%, a 5-point acceleration from the first quarter.
The driver is surging demand from AI model providers, with Anthropic-related revenue and OpenAI models on Bedrock cited as key contributors.
AWS margins should expand year over year to 34% on strong capacity utilization and pricing, though they'll contract sequentially as stock-based compensation rises.
Retail looks steadier. Bank of America card data shows online spending accelerated 2 points sequentially, consistent with Street expectations for North American retail growth to reach 14% year over year, even as the Prime Day bump appeared more modest than in prior years. BofA also thinks Amazon could raise its 2026 capex outlook to $210 billion on higher memory costs.
For the third quarter, BofA expects revenue guidance of $200.5 billion to $205.5 billion, a midpoint just below the Street's $204 billion. That outlook bakes in a roughly $1 billion sequential decline in North American retail tied to Prime Day timing, offset by international growth and AWS accelerating to 36%, adding an estimated $3.8 billion sequentially.
On profit, BofA expects a guidance range of $21.5 billion to $26.5 billion, with a $24 billion midpoint, flattish sequentially and slightly below the Street's $25 billion. Amazon typically guides conservatively, but AWS acceleration should still drive sequential profit growth.
BofA's broader thesis is that results will showcase Amazon's improving AI positioning, including AWS acceleration, an expanding backlog reportedly including $100 billion tied to Anthropic, positive Bedrock datapoints, and margin benefits from Amazon's Trainium chips.
Amazon is paying out $1.5 billion to customers as part of its settlement with the FTC. STEFANI REYNOLDS/AFP via Getty Images Amazon is required to pay out $1.5 billion to affected customers as part of its FTC settlement — and you have less than a week left to claim your share.
The Federal Trade Commission sued Amazon in 2023, accusing the company of enrolling customers in Amazon Prime without their knowledge or consent and making it difficult for them to cancel.
Amazon settled with the FTC last year, agreeing to pay out a large sum to customers and a $1 billion civil penalty, for a total of $2.5 billion.
The settlement followed a Business Insider investigation that revealed Amazon Prime's sign-up tactics could be misleading.
Amazon issued automatic refunds to some eligible customers between November and December 2025. Additional eligible customers have until July 27, 2026, to request a refund.
Here's what you need to know about getting the payout.
How much is the Amazon Prime settlement payment?Affected customers can receive a refund for Amazon Prime subscription fees, up to $51.
Who is eligible to file a compensation claim from Amazon Prime?You are eligible to file a claim for the Amazon Prime lawsuit payout if you did not already receive an automatic refund and meet the following criteria:
You signed up for Amazon Prime in the US.You unintentionally enrolled in Prime through one of the sign-up processes challenged by the FTC between June 23, 2019, and June 23, 2025 (Amazon will use its records to determine whether you enrolled through an eligible process, referred to as a "challenged enrollment flow"); or you tried and failed to cancel through the online cancellation process during the same time period.You used fewer than 10 Prime benefits, such as shopping, delivery, and streaming, during a one-year period of having Prime.How do I claim the refund from Amazon Prime?You can file a claim by visiting the official website and clicking "File Claim."
If you received a mailed or emailed notice from Amazon, you should provide the Claim ID and PIN that you were assigned.
If you did not receive a notice but believe you are eligible for a refund, you can still submit a claim by providing your personal details and explaining how you believe you are eligible: either if you unintentionally enrolled in Prime or unsuccessfully tried to cancel during the relevant time period. Amazon says it will use its records to confirm if you meet the eligibility criteria.
How and when will I be paid?Amazon has 30 days to review claims after they are received. All payments are to be issued by September 2026.
Payments will be made by PayPal, Venmo, or mailed checks, depending on the customer's preference given when submitting the claim.
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Kelsey is a senior reporter for Business Insider, where she covers business and tech news as well as stories about travel, luxury, and consulting.Her feature story "Disaster at 18,200 feet" received awards from the New York Press Club and the North American Travel Journalists Association, as well as honorable mention from the Society of American Travel Writers. It was also included on Longreads' and Pocket's best of 2022 lists. She has also received an American Journalism Online Award for her coverage on missing and murdered Indigenous people in Wyoming.She's appeared on CBS, NPR, NBC, and other outlets to discuss her work. She previously worked on the world news desk at the BBC in London and received a master's in journalism from Northwestern University.She can be reached by email at [email protected] or via the encrypted-messaging app Signal @kelseyv.21.Popular storiesDisaster on Denali: Inside a 1,000-foot fall on America's highest peakThrifting is more popular than ever. It's also never been worse.Rolex wouldn't service the vintage watch my mom inherited. Watchmakers say it happens all the time.A tiny, invasive bug and the climate crisis are changing how guitars are made, and shifting the course of music historyThe tourism free-for-all is overGovernment-run boarding schools were founded to 'civilize' Native Americans. Hundreds of dead children remain buried in the schoolyard graves.Meet the Texas minister who helps fly dozens of women to New Mexico every month to get abortionsPeople are flocking to Colorado for the great outdoors, but the air pollution is so bad, it's forcing many to stay insideInside Kabul: An aid worker reveals the devastating chaos that erupted during the US exit from Afghanistan
Andrew Arons shares his perspective on the recent market volatility and what investors should be watching. He highlights Microsoft (MSFT) ahead of its earnings report next Wednesday, noting the stock's near 30% decline from all-time highs, pointing to it as a buy opportunity.
New York, New York--(Newsfile Corp. - July 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306163
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
Here are the key points:
The Q2 earnings season is displaying exceptional momentum, characterized by widespread beat rates and an accelerating growth pace. Both earnings and revenue growth—alongside the percentage of positive surprises—are tracking well above recent quarterly averages. While it is still relatively early in the reporting cycle, with results from only 16% of S&P 500 members out, these early results strongly validate the underlying health and resilience of the corporate earnings picture.For the 81 S&P 500 companies that have reported Q2 results already, total earnings are up +40.6% from the same period last year on +13.3% higher revenues, with 91.4% beating EPS estimates and 81.5% beating revenue estimates.This is a notably better showing from these 81 index members relative to other recent periods, both in terms of the earnings and revenue growth rates as well in terms of the beats percentages. The EPS and revenue beats percentages for these 81 index members is matching the 5-year high from 2021 Q3.The Q2 earnings and revenue growth rates have been boosted by Micron’s (MU) very strong quarterly results, but the earnings and revenue growth rates would still compare favorably with other recent periods when we exclude Micron from these results. Excluding Micron, Q2 earnings for the remaining 80 index members that have reported Q2 results would be up +20.5% (vs. +40.6% otherwise) on +9.9% higher revenues (vs. +13.3% otherwise). High Beat Rates Against Rising EstimatesWhile the big banks and brokerages provided a powerful launchpad for the Q2 earnings season, reporting momentum has rapidly expanded well beyond the Finance sector. The central theme emerging across the broader market remains one of consistent, widespread strength.
Companies across a diverse spectrum of industries—ranging from General Motors (GM - Free Report) and AT&T (T - Free Report) to Wabtec (WAB - Free Report) and CME Group (CME - Free Report) —are comfortably topping consensus estimates. More importantly, management commentary across these varied sectors continues to offer reassuring signals regarding underlying demand and operational resilience in their respective markets.
As shown below, the proportion of companies beating both Q2 EPS and revenue estimates is tracking at a 20-quarter high.
Image Source: Zacks Investment Research
What makes this achievement particularly impressive is the backdrop: analysts actually revised Q2 estimates upward heading into reporting season. This stands in stark contrast to historical trends, where earnings expectations are typically lowered ahead of time to create an easy bar for companies to clear. Beating these elevated expectations underscores the genuine underlying strength of corporate earnings.
The Earnings Big PictureThe chart below shows S&P 500 expectations for 2026 Q2 in terms of what was achieved in the preceding four periods and what is currently expected for the following three quarters.
Image Source: Zacks Investment Research
The chart below shows the overall earnings picture for the S&P 500 index on an annual basis.
Image Source: Zacks Investment Research
As with estimates for Q2, estimates for full-year 2026 have also been steadily going up, particularly since the start of March. The chart below shows the evolution of aggregate S&P 500 earnings estimates since last July.
Image Source: Zacks Investment Research
Full-year 2026 earnings estimates have increased for 11 of the 16 Zacks sectors since the start of March, with the most pronounced gains at the Energy, Basic Materials, Tech, Industrials, Utilities, and Business Services sectors. On the negative side, estimates have been under pressure for the Transportation, Autos, Medical, and Consumer Discretionary sectors since the start of March. History suggests that these favorable revisions will get a boost from the Q2 earnings season and updated management guidance.
On Wednesday, IBM officially reported earnings and the news was as bad as everyone knew it would be.
While the 115-year-old company still generates boatloads of cash — $17.2 billion in revenue, $9.9 billion in gross profit, nearly 58% margins, and $2.2 billion in net earnings for the quarter — its results fell well short of Wall Street’s expectations.
It was such a bad miss that IBM CEO Arvind Krishna and the board took an unprecedented step of warning investors ahead of time that the earnings “was worse than our expectations,” offering everyone a sneak peek.
He published a “letter to investors,” last week sharing preliminary results. It warned of abysmal revenue in the company’s all-important “infrastructure” category and said that profit margins were also going to take a hit. The company’s stock instantly tanked 25%, it’s biggest single-day decline ever. Until then, the stock had performed well under Krishna’s six years of leadership, buoyed by the AI data center boom that had been lifting all boats.
On Wednesday, IBM also lowered its full-year growth forecasts, meaning this horrible quarter would impact the rest of the year. The culprit? IBM’s cash-cow mainframe business was down 42%.
That’s a cascading problem, because as CFO Jim Kavanaugh explained on the quarterly call with investors, IBM earns $3 in software revenue for every $1 of mainframe hardware it sells.
However, the CEO and CFO spent the call insisting that this was a temporary blip and all would be well soon.
What happened, they said, was that “tens” of customers that were due to buy a new mainframe during the quarter opted not to do so. That may not sound like a lot of customers, but mainframes are systems that cost hundreds of thousands to millions of dollars, and with maintenance contracts and software, generate many millions more.
The same AI boom that lifted IBM’s boat also sank it.
Instead of buying a new mainframe, these clients bought other hardware, Krishna explained. They were faced with astronomically high cost increases of 15% to 30% for data center gear and PCs.
“When they were faced with that issue, then they decided to move budget to those areas where they were having that extreme price,” Krishna said.
Enterprise hardware makers like Dell and HP have warned that rising costs on components like memory, caused by the AI build-out boom, have forced them to raise prices. Apple has said the same.
But Krishna promised that those customers will still buy their new mainframes eventually — along with their new software contracts. In fact, he said some of them have already done so this quarter. “We see no evidence of clients moving off the mainframe,” he said.
We’ll have to wait and see. But the tech industry has predicted the death of the mainframe for many decades now. Maybe even AI won’t kill it.
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International Business Machines Corporation (IBM) Q2 2026 Earnings Call July 22, 2026 5:00 PM EDT
Company Participants
Olympia McNerney - Global Head of Investor Relations
Arvind Krishna - CEO, President & Chairman
James Kavanaugh - CFO and Senior VP of Finance & Operations
Conference Call Participants
Amit Daryanani - Evercore ISI Institutional Equities, Research Division
Brent Thill - Jefferies LLC, Research Division
Benjamin Reitzes - Melius Research LLC
Fatima Boolani - Citigroup Inc., Research Division
Erik Woodring - Morgan Stanley, Research Division
Matthew Swanson - RBC Capital Markets, Research Division
Presentation
Operator
Welcome, and thank you for standing by. [Operator Instructions] Today's conference is being recorded. If you have any objections, you may disconnect at this time.
Now I will turn the meeting over to Olympia McNerney, IBM's Global Head of Investor Relations. Olympia, you may begin.
Olympia McNerney
Global Head of Investor Relations
Thank you. I'd like to welcome you to IBM's Second Quarter 2026 Earnings Presentation. I'm Olympia McNerney, and I'm here today with Arvind Krishna, IBM's Chairman, President and Chief Executive Officer; and Jim Kavanaugh, IBM's Senior Vice President and Chief Financial Officer.
We'll post today's prepared remarks and a replay of today's webcast on the IBM Investor website within a couple of hours. The earnings presentation is already available. To provide additional information to our investors, our presentation includes certain non-GAAP measures. For example, all of our references to revenue and signings growth are at constant currency. We provided reconciliation charts for these and other non-GAAP financial measures at the end of the presentation, which is posted to our investor website.
Finally, some comments made in this presentation may be considered forward-looking under the Private Securities Litigation Reform Act of 1995. These statements involve factors that could cause our actual results to differ materially. Additional information about these factors is included in the company's
IBM (IBM - Free Report) reported $17.16 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 1.1%. EPS of $2.93 for the same period compares to $2.80 a year ago.
The reported revenue represents a surprise of -0.03% over the Zacks Consensus Estimate of $17.17 billion. With the consensus EPS estimate being $2.93, the company has not delivered EPS surprise.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how IBM performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- Software: $7.76 billion compared to the $7.95 billion average estimate based on five analysts. The reported number represents a change of +5.1% year over year.Revenue- Consulting: $5.33 billion compared to the $5.38 billion average estimate based on five analysts. The reported number represents a change of +0.2% year over year.Revenue- Financing: $186 million compared to the $172.79 million average estimate based on five analysts. The reported number represents a change of +12.1% year over year.Revenue- Infrastructure: $3.84 billion compared to the $3.95 billion average estimate based on five analysts. The reported number represents a change of -7.4% year over year.Revenue- Other: $52 million compared to the $47.75 million average estimate based on four analysts. The reported number represents a change of -267.7% year over year.Revenue- Intelligent Operations: $2.4 billion compared to the $2.41 billion average estimate based on three analysts. The reported number represents a change of 0% year over year.Revenue- Automation: $2 billion compared to the $2.03 billion average estimate based on three analysts. The reported number represents a change of +5.3% year over year.Revenue- Strategy and Technology: $2.9 billion versus the three-analyst average estimate of $2.95 billion. The reported number represents a year-over-year change of 0%.Revenue- Hybrid Cloud: $2 billion compared to the $2 billion average estimate based on three analysts. The reported number represents a change of +11.1% year over year.Revenue- Infrastructure Support: $1.3 billion versus the three-analyst average estimate of $1.18 billion. The reported number represents a year-over-year change of 0%.Revenue- Data: $1.8 billion versus $1.87 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +20% change.Revenue- Transaction Processing: $2 billion compared to the $2.19 billion average estimate based on three analysts. The reported number represents a change of -9.1% year over year.View all Key Company Metrics for IBM here>>>
Shares of IBM have returned -20.6% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
New York, New York--(Newsfile Corp. - July 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of First Solar, Inc. (NASDAQ: FSLR) between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline.
SO WHAT: If you purchased First Solar securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the First Solar class action, go to https://rosenlegal.com/cases/first-solar-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on First Solar's business; (2) defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the First Solar class action, go to https://rosenlegal.com/cases/first-solar-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306186
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
RESTON, Va.--(BUSINESS WIRE)--VeriSign, Inc. (NASDAQ:VRSN), a global provider of critical internet infrastructure and domain name registry services, today announced that .web has been delegated into the global Domain Name System's (DNS) root zone, with Verisign as the designated registry operator. The delegation of .web follows the successful resolution of all previous disputes related to the generic top-level domain (gTLD), the details of which are confidential. Operating the world's most tech.
Bill McDermott, ServiceNow chairman and CEO, joins 'Mad Money' host Jim Cramer to recap the company's quarterly results, address AI concerns, and more.
New York, New York--(Newsfile Corp. - July 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Intuit Inc. (NASDAQ: INTU) between August 22, 2025 and May 20, 2026, inclusive (the "Class Period"), of the important September 8, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Intuit securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Intuit class action, go to https://rosenlegal.com/cases/intuit-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit's previously issued full year ("FY") 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Intuit class action, go to https://rosenlegal.com/cases/intuit-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306182
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX: CNR) (NYSE: CNI) et Union Pacific (NYSE: UNP) ont annoncé aujourd'hui la signature d'un protocole d'entente exécutoire établissant un cadre pour permettre au CN d'obtenir un accès concurrentiel dans le cadre de l'opération proposée entre Union Pacific et Norfolk Southern (NYSE: NSC).
July 22, 2026 20:06 ET | Source: Canadian National Railway Company
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX : CNR) (NYSE : CNI) et Union Pacific (NYSE : UNP) ont annoncé aujourd’hui la signature d’un protocole d’entente exécutoire établissant un cadre pour permettre au CN d’obtenir un accès concurrentiel dans le cadre de l’opération proposée entre Union Pacific et Norfolk Southern (NYSE : NSC).
L’entente de règlement préserve les options des clients et résout les enjeux de propriété des terminaux ferroviaires, tout en accroissant la présence du CN dans le Midwest et en réaffirmant la protection des points d’accès pour tous les clients et les chemins de fer.
Aux termes de l’entente de règlement, qui est subordonné à l’approbation du Surface Transportation Board (STB) et à la finalisation de la fusion :
Le CN obtient l’accès aux installations des expéditeurs lorsque les options des chemins de fer de classe I sont réduites de 2 à 1 ou de 3 à 2, si le contexte commercial et l’exploitation le permettent.Le CN acquiert les participations de Norfolk Southern dans la Kansas City Terminal Railway Company (KCT) et la Terminal Railroad Association of St. Louis (TRRA). Le CN obtient un nouvel accès au Midwest grâce aux droits généraux entre Tuscola, en Illinois, et East St. Louis, en Illinois, et aux droits de desservir les clients entre St. Louis, au Missouri, et Kansas City, au Missouri. Pour la première fois, le CN sera présent au cœur de Kansas City, grâce à l’utilisation du triage Neff d’Union Pacific. Le CN ne s’opposera pas à la fusion entre Union Pacific et Norfolk Southern. Les deux parties collaboreront dans le cadre du processus du STB afin d’assurer la mise en œuvre de cette entente. « Dès le premier jour, nous avons affirmé que notre fusion avec Norfolk Southern préserverait et renforcerait nos options concurrentielles et créerait un secteur ferroviaire plus fort qui offre un meilleur service aux clients », a déclaré Jim Vena, PDG d’Union Pacific. « Cette entente de règlement renforce ces engagements en accordant un accès et des droits d’exploitation élargis à un concurrent redoutable. »
« Alors que le secteur ferroviaire envisage d’importants changements structurels, il est essentiel que les clients continuent de profiter d’une véritable concurrence et de choix », a déclaré Tracy Robinson, présidente-directrice générale du CN. « Ce cadre permettrait de préserver l’accès concurrentiel aux principaux marchés, notamment Kansas City, tout en positionnant le CN de manière à ce qu’il continue à offrir des options fiables et efficaces à ses clients partout en Amérique du Nord. »
Énoncés prospectifs
Certains énoncés contenus dans le présent communiqué constituent des « énoncés prospectifs » au sens de la Private Securities Litigation Reform Act of 1995 des États-Unis et en vertu des lois canadiennes sur les valeurs mobilières. Ces énoncés, de par leur caractère prospectif, impliquent des risques, des incertitudes et des hypothèses. Le CN et Union Pacific préviennent que leurs hypothèses pourraient ne pas s’avérer et qu’en raison de la conjoncture économique actuelle, ces hypothèses, qui étaient raisonnables au moment où elles ont été formulées, comportent un degré plus élevé d’incertitude. Les énoncés prospectifs peuvent se reconnaître à l’emploi de termes comme « croit », « prévoit », « s’attend à », « présume », « perspective », « planifie », « vise » ou d’autres termes semblables. Les énoncés prospectifs sont fondés sur l’information disponible à la date où ils sont formulés. Le CN et Union Pacific ne peuvent être tenu de mettre à jour ou de réviser les énoncés prospectifs pour tenir compte d’événements futurs, de changements de situations ou de changements de convictions, à moins que ne l’exigent les lois applicables sur les valeurs mobilières. Si le CN ou Union Pacific décidait de mettre à jour un énoncé prospectif, il ne faudrait pas en conclure qu’ils feront d’autres mises à jour relatives à cet énoncé, à des questions connexes ou à tout autre énoncé de nature prospective.
À propos du CN
Le CN propulse l’économie en acheminant annuellement en toute sécurité plus de 300 millions de tonnes de ressources naturelles, de produits manufacturés et de produits finis partout en Amérique du Nord pour ses clients. Grâce à son réseau ferroviaire de près de 20 000 milles et à ses services de transport connexes, le CN relie les côtes est et ouest du Canada au Midwest des États-Unis et à la côte du Golfe aux États-Unis, contribuant au commerce durable et à la prospérité des collectivités qu’il dessert depuis 1919.
Sources :
MédiasInvestisseursAshley MichnowskiJamie LockwoodDirectrice principaleVice-présidentRelations avec les médias
438 596-4329 [email protected] avec les investisseurs et Projets
spéciaux
514 399-0052 [email protected]
À PROPOS D’UNION PACIFIC
Union Pacific (NYSE : UNP) livre, au moyen d’un service sécuritaire, fiable et efficace, les biens que les familles et les entreprises utilisent au quotidien. Présente dans 23 États de l’ouest des États-Unis, l’entreprise relie ses clients et les collectivités à l’économie mondiale. Le train est le moyen de transport de marchandises le plus écologique, ce qui permet à Union Pacific de protéger les générations futures. Pour en savoir davantage sur Union Pacific, consultez le site www.up.com.
L’entente étend les droits d’exploitation à Chicago et crée de nouvelles occasions de service entre le Canada et le Mexique pour les clients July 22, 2026 20:40 ET | Source: Canadian National Railway Company
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX : CNR) (NYSE : CNI) et Union Pacific (NYSE : UNP) ont annoncé aujourd’hui la signature d’un protocole d’entente exécutoire qui renforcera le service ferroviaire dans toute l’Amérique du Nord, améliorant ainsi la capacité des deux chemins de fer à desservir leurs clients.
L’entente confère à Union Pacific des droits d’exploitation élargis sur le corridor Elgin, Joliet and Eastern (EJ&E) du CN par Chicago, tout en accordant au CN de nouveaux droits sur le réseau d’Union Pacific entre Memphis, au Tennessee, et Eagle Pass, au Texas, pour faciliter le transport des marchandises entre le Canada et le Mexique.
« Nous sommes ravis d’avoir conclu une entente avec Union Pacific pour accroître l’accès du CN au Mexique. Il s’agit d’un prolongement naturel de notre présence nord-sud qui ouvrira de nouveaux trajets pour les clients, offrira un plus grand choix et renforcera les liens entre le Canada et le Mexique », a déclaré Tracy Robinson, présidente-directrice générale du CN. « En étendant notre portée, nous créons de nouvelles occasions de croissance tout en continuant à offrir le service sécuritaire et fiable auquel s’attendent nos clients. Cela représente un autre exemple de l’engagement du CN à renforcer la compétitivité du secteur ferroviaire en Amérique du Nord. »
« J’ai constaté par moi-même les avantages que peut offrir la ligne de l’EJ&E contournant Chicago à un chemin de fer, et nous nous réjouissons d’avoir accès au moyen le plus rapide pour contourner Chicago », a déclaré Jim Vena, PDG d’Union Pacific.
Énoncés prospectifs
Certains énoncés contenus dans le présent communiqué constituent des « énoncés prospectifs » au sens de la Private Securities Litigation Reform Act of 1995 des États-Unis et en vertu des lois canadiennes sur les valeurs mobilières. Ces énoncés, de par leur caractère prospectif, impliquent des risques, des incertitudes et des hypothèses. Le CN et Union Pacific préviennent que leurs hypothèses pourraient ne pas s’avérer et qu’en raison de la conjoncture économique actuelle, ces hypothèses, qui étaient raisonnables au moment où elles ont été formulées, comportent un degré plus élevé d’incertitude. Les énoncés prospectifs peuvent se reconnaître à l’emploi de termes comme « croit », « prévoit », « s’attend à », « présume », « perspective », « planifie », « vise » ou d’autres termes semblables. Les énoncés prospectifs sont fondés sur l’information disponible à la date où ils sont formulés. Le CN et Union Pacific ne peuvent être tenu de mettre à jour ou de réviser les énoncés prospectifs pour tenir compte d’événements futurs, de changements de situations ou de changements de convictions, à moins que ne l’exigent les lois applicables sur les valeurs mobilières. Si le CN ou Union Pacific décidait de mettre à jour un énoncé prospectif, il ne faudrait pas en conclure qu’ils feront d’autres mises à jour relatives à cet énoncé, à des questions connexes ou à tout autre énoncé de nature prospective.
À propos du CN
Le CN propulse l’économie en acheminant annuellement en toute sécurité plus de 300 millions de tonnes de ressources naturelles, de produits manufacturés et de produits finis partout en Amérique du Nord pour ses clients. Grâce à son réseau ferroviaire de près de 20 000 milles et à ses services de transport connexes, le CN relie les côtes est et ouest du Canada au Midwest des États-Unis et à la côte du Golfe aux États-Unis, contribuant au commerce durable et à la prospérité des collectivités qu’il dessert depuis 1919.
Sources :
MédiasInvestisseursAshley MichnowskiJamie LockwoodDirectrice principaleVice-présidentRelations avec les médias
438 596-4329 [email protected]
Relations avec les investisseurs et Projets spéciaux514 [email protected]
À PROPOS D’UNION PACIFIC
Union Pacific (NYSE : UNP) livre, au moyen d’un service sécuritaire, fiable et efficace, les biens que les familles et les entreprises utilisent au quotidien. Présente dans 23 États de l’ouest des États-Unis, l’entreprise relie ses clients et les collectivités à l’économie mondiale. Le train est le moyen de transport de marchandises le plus écologique, ce qui permet à Union Pacific de protéger les générations futures. Pour en savoir davantage sur Union Pacific, consultez le site www.up.com.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the “Class Period”), of the important July 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Lucid securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid’s business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants’ public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
CSX (CSX - Free Report) reported $3.94 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 10.1%. EPS of $0.54 for the same period compares to $0.44 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.82 billion, representing a surprise of +2.99%. The company delivered an EPS surprise of +8%, with the consensus EPS estimate being $0.50.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how CSX performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Operating Margin: 38.3% versus the four-analyst average estimate of 64.3%.Volume - Merchandise - Minerals: 105 thousand versus the three-analyst average estimate of 100.46 thousand.Revenue ton-miles: 51.4 billion versus 52.24 billion estimated by three analysts on average.Revenue per unit - Intermodal: $783.00 compared to the $713.43 average estimate based on three analysts.Revenue- Coal: $520 million versus the three-analyst average estimate of $516.78 million. The reported number represents a year-over-year change of +9%.Revenue- Intermodal: $620 million versus the three-analyst average estimate of $563.18 million. The reported number represents a year-over-year change of +26.3%.Revenue- Merchandise- Fertilizers: $132 million versus $147.23 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change.Revenue- Merchandise- Chemicals: $774 million versus the two-analyst average estimate of $756.3 million. The reported number represents a year-over-year change of +10.4%.Revenue- Merchandise- Automotive: $332 million compared to the $323.06 million average estimate based on two analysts. The reported number represents a change of +3.8% year over year.Revenue- Merchandise- Minerals: $242 million compared to the $227.78 million average estimate based on two analysts. The reported number represents a change of +11% year over year.Revenue- Merchandise- Forest Products: $266 million compared to the $251.57 million average estimate based on two analysts. The reported number represents a change of +6.4% year over year.Revenue- Total Merchandise: $2.45 billion versus $2.38 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.View all Key Company Metrics for CSX here>>>
Shares of CSX have returned +8.1% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
El diseño exterior actualizado se caracteriza por un diseño más definido y determinado El nuevo paquete Trailhunter amplía las prestaciones todoterreno integradas de fábrica La última versión del sistema multimedia Toyota Audio ahora viene de serie con una pantalla de 14 pulgadas Toyota Safety Sense 4.0 estándar Está previsto que los detalles completos del modelo Tundra 2027 se den a conocer durante el otoño de 2026 , /PRNewswire-HISPANIC PR WIRE/ -- Toyota presenta una versión actualizada del modelo Tundra para 2027, con un diseño audaz actualizado, tecnología mejorada y más prestaciones gracias a la incorporación del nuevo paquete Trailhunter. La actualización de esta camioneta Tundra se basa en los comentarios de los clientes y en el estudio continuo de cómo viven, trabajan y exploran sus propietarios; asimismo, refleja la misión constante de Toyota de fabricar vehículos de tamaño completo que refuercen el vínculo entre los estilos de vida activos y la capacidad auténtica de una camioneta.
El nuevo modelo Tundra 2027 de Toyota se estrena con un diseño robusto y renovado, tecnología innovadora y el nuevo paquete Trailhunter La camioneta Tundra 2027 fue desarrollada por los equipos de Toyota Motor North America, incluida la división de investigación de diseño CALTY de Toyota en Ann Arbor, Michigan, y presenta un diseño frontal más moderno y funcional que destaca la solidez, el rendimiento y la autenticidad. El diseño actualizado refuerza el papel de Tundra como camioneta de tamaño completo concebida para clientes que esperan que su vehículo ofrezca prestaciones con confianza, a la vez que presenta un aspecto más refinado y personalizado que se adapta a los gustos cambiantes de los clientes.
Nuevo paquete Trailhunter
La camioneta Tundra 2027 incorpora el nuevo paquete Trailhunter, un sistema todoterreno resistente basado en la versión SR5 y diseñado para clientes que buscan un rendimiento mejorado en las carreteras desde fábrica. Este paquete incluye neumáticos Michelin LTX Trail 265/70R18, suspensión mejorada de Old Man Emu, ganchos de rescate delanteros y protección adicional en los bajos para facilitar el desplazamiento sobre los terrenos más exigentes. Con un precio más asequible, este paquete Trailhunter contribuye a que las prestaciones para la aventura sean más accesibles para los clientes aficionados a la aventura.
El paquete además incluye tecnologías clave para la conducción todoterreno, como el sistema Multi-Terrain Select (selección de múltiples terrenos), el Crawl Control (control de arrastre) y un diferencial trasero bloqueable, las que mejoran la tracción y el control en una amplia variedad de condiciones difíciles. Por otra parte, el paquete Trailhunter se destaca por sus exclusivas llantas de color bronce y sus insignias únicas, las que le confieren una identidad visual distintiva a la altura de su equipamiento centrado en el rendimiento. En conjunto, estas características convierten al paquete Trailhunter en una opción muy atractiva para clientes que buscan un modelo Tundra más preparado para la aventura y con auténtico espíritu todoterreno.
Diseño funcional y moderno
El modelo Tundra 2027 refleja una filosofía de diseño basada en la solidez, la determinación y la capacidad. El diseño de CALTY se destaca por una geometría frontal nítida y cuadrada, con una estructura alineada verticalmente que transmite potencia y máxima confianza en la capacidad de carga. El resultado es un vehículo audaz, moderno y robusto que se mantiene fiel a la identidad de las camionetas Toyota.
En toda la línea, el nuevo diseño frontal resulta equilibrado y sofisticado, con una presencia ancha y estable, así como un diseño central de la parte inferior del paragolpes que potencia su aspecto robusto. Los faros antiniebla rectangulares se integran perfectamente al paragolpes para ofrecer mayor funcionalidad, mientras que los diseños de parrilla adoptan un estilo hexagonal robusto que se adapta a los distintos acabados y caracteres.
Además, la línea de modelos Tundra continúa reflejando cómo Toyota adapta cada vehículo al estilo de vida específico de cada cliente. Desde versiones todoterreno ultrarresistentes hasta variantes de gama alta, la estrategia de diseño renovada respalda una variedad más amplia de necesidades de los clientes, a la vez que mantiene la autenticidad y la robustez que se esperan de una camioneta Toyota.
Sistema multimedia Toyota Audio de última generación
La nueva camioneta Tundra 2027 cuenta con la versión más reciente del sistema multimedia Toyota Audio. Desarrollado en Norteamérica en colaboración con Toyota Motor North America y Toyota Connected North America, el nuevo sistema integra conectividad a la red 5G de AT&T. Este posee un diseño intuitivo, similar al de un teléfono inteligente, que ofrece widgets personalizables en su nueva pantalla de inicio. Además, incorpora nuevas funciones de asistente de voz que ofrecen respuestas más rápidas a las indicaciones "Oye, Toyota". Ahora, el modelo Tundra viene de serie con una pantalla de 14 pulgadas que ofrece una interfaz digital más grande y avanzada.
El sistema de última generación también incluye una cámara exterior integrada de serie. Cuando están activadas, las cámaras exteriores del vehículo (delanteras/traseras o monitor de visión panorámica, si el vehículo dispone de él) están diseñadas para grabar videos de 20 segundos tanto de eventos manuales como de eventos activados de forma automática.
La funcionalidad mejorada de la llave digital también está disponible en el modelo Tundra 2027 si cuenta con una versión de prueba* o una suscripción activa a Remote Connect. Además de acceder a la llave digital desde la aplicación Toyota, los usuarios ahora pueden gestionar la funcionalidad desde la aplicación de billetera digital nativa de sus dispositivos inteligentes compatibles (como Apple®, Google® o Samsung®), incluidas las operaciones de bloqueo, desbloqueo, arranque y conducción del vehículo Toyota compatible. Asimismo, los usuarios pueden compartir y gestionar permisos de uso compartido de la llave digital con hasta cinco conductores adicionales directamente desde sus billeteras digitales. Una vez habilitada la llave digital en la billetera, esta permite el acceso al vehículo gracias a la tecnología de comunicación de campo cercano (NFC, por sus siglas en inglés) durante cierto tiempo incluso si al dispositivo se le agotó la batería.
Para leer el comunicado de prensa completo sobre el sistema multimedia Toyota Audio más reciente, haga clic aquí.
Por si todo esto fuera poco, el modelo Tundra cuenta con un inversor de 2.4 kW en las versiones i-FORCE MAX que ofrece energía para herramientas, equipamiento y material de ocio. Ya sea en el trabajo, en un camping o de viaje, el inversor aporta un versatilidad adicional a las ya completas prestaciones de la camioneta.
*Depende de la red 5G.
Iluminación mejorada
La versión Tundra actualizada también incorpora mejoras de hardware destinadas a promover la visibilidad y la confianza. La barra de luces LED integrada a la parrilla fue mejorada para ofrecer mayor intensidad de iluminación, y los faros antiniebla RIGID®, disponibles de manera opcional, mejoran aún más la iluminación en condiciones de baja visibilidad. Los ganchos de remolque delanteros disponibles aportan tanto funcionalidad como una presencia visual más llamativa.
Descripción general del modelo
La camioneta Tundra 2027 se ofrece en diferentes modelos para satisfacer las necesidades de una amplia variedad de clientes del sector de camionetas. Las versiones incluyen SR, SR5, Limited, Platinum, 1794 Edition, TRD Pro y Capstone, además del paquete Trailhunter opcional para clientes que buscan mayor capacidad para aventuras en camionetas todoterreno desde fábrica. La camioneta está disponible con opciones de propulsión tanto de gasolina como híbrida; el motor V6 biturbo de gasolina ofrece un gran rendimiento en el día a día y gran capacidad de remolque, mientras que la propulsión híbrida i-FORCE MAX, disponible en forma opcional, aporta aún más par y capacidad de respuesta a clientes que buscan prestaciones mejoradas. En conjunto, estas versiones y opciones de propulsión permiten a la Tundra satisfacer las necesidades de clientes que desean una camioneta lista para el trabajo, comodidad de alta gama, rendimiento todoterreno y versatilidad para el día a día.
Características de seguridad y comodidad
La camioneta Tundra de Toyota cuenta con el sistema Toyota Safety Sense (TSS 4.0) actualizado. La última versión del paquete estándar de seguridad activa y comodidad de Toyota incorpora mejoras en el hardware y en las capacidades de detección y cuenta con las siguientes características:
Sistema de Pre-Colisión con Detección de Peatones (PCS w/PD) Control Automático de Velocidad con Radar Dinámico (DRCC) Alerta de Cambio Involuntario de Carril con Asistencia de Dirección (LDA w/SA) Luces Largas Automáticas (AHB) Asistente de Seguimiento de Carril (LTA) Asistencia para Señales de Tránsito (RSA) Asistente de Conducción Proactiva (PDA) Garantía limitada
La garantía básica de 36 meses/36,000 millas de Toyota para vehículos nuevos se aplica a todos los componentes no sujetos a desgaste normal y mantenimiento. Las garantías adicionales de 60 meses cubren la cadena cinemática durante 60,000 millas y contra la perforación por corrosión durante 60 meses sin límite de millaje. Los componentes relacionados con el híbrido que requieran reparaciones necesarias para corregir defectos de materiales o mano de obra están cubiertos durante 8 años/100,000 millas, lo que ocurra primero, a partir de la fecha original de primer uso cuando se venden como nuevos. La batería híbrida está cubierta por una garantía de 10 años/150,000 millas, lo que ocurra primero, y es transferible entre propietarios. La Tundra 2027 de Toyota también viene con ToyotaCare, un plan que cubre el mantenimiento normal programado de fábrica, durante dos años o 10,000 millas, lo que ocurra primero, y 2 años, con millaje ilimitado de asistencia en carretera.
Más detalles próximamente
Está previsto que los detalles adicionales, las especificaciones y los precios de la Tundra 2027 se den a conocer durante el otoño de 2026.
Acerca de Toyota
Toyota (NYSE:TM) ha sido parte del tejido cultural de América del Norte durante casi 70 años y está comprometida con el avance de la movilidad sostenible de última generación mediante nuestras marcas Toyota y Lexus, además de nuestros más de 1,800 concesionarios.
Toyota emplea directamente a casi 64,000 personas en Norteamérica que han contribuido al diseño, la ingeniería y el montaje de más de 50 millones de automóviles y camionetas en nuestras 14 plantas de fabricación. En 2025, la planta de Toyota en Carolina del Norte comenzó a ensamblar baterías automotrices para vehículos eléctricos.
Para obtener más información sobre Toyota, visite www.ToyotaNewsroom.com.
CONTACTOS PARA LOS MEDIOS
Adam Lovelady
[email protected]
On July 22, 2026, WisdomTree Inc (WT) shares fell 3.7% to a current price of $19.93. The stock has traded in a 52-week range of $10.69 to $21.23, highlighting s
Molina (MOH - Free Report) reported $10.87 billion in revenue for the quarter ended June 2026, representing a year-over-year decline of 4.8%. EPS of $1.51 for the same period compares to $5.48 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $10.88 billion, representing a surprise of -0.08%. The company delivered an EPS surprise of +10.22%, with the consensus EPS estimate being $1.37.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Molina performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
MCR - Medicaid: 92.7% compared to the 92.9% average estimate based on three analysts.MCR - Medicare: 90.7% versus 93.7% estimated by three analysts on average.MCR - Marketplace: 88.9% versus the three-analyst average estimate of 84.9%.Ending Membership by Program - Total: 4.93 million versus 5 million estimated by three analysts on average.Ending Membership by Program - Medicaid: 4.42 million versus the three-analyst average estimate of 4.48 million.Revenue- Premium revenue- Marketplace: $628 million versus the three-analyst average estimate of $643.41 million. The reported number represents a year-over-year change of -47.7%.Revenue- Premium tax revenue: $505 million versus the three-analyst average estimate of $437.04 million. The reported number represents a year-over-year change of +17.2%.Revenue- Premium revenue- Medicaid: $8.05 billion compared to the $8.16 billion average estimate based on three analysts. The reported number represents a change of +0.3% year over year.Revenue- Premium revenue- Medicare: $1.57 billion versus the three-analyst average estimate of $1.63 billion. The reported number represents a year-over-year change of -2.7%.Revenue- Premium revenue: $10.24 billion compared to the $10.43 billion average estimate based on three analysts. The reported number represents a change of -5.7% year over year.Revenue- Other revenue: $24 million versus $22.26 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.Revenue- Investment income: $101 million versus $99.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.7% change.View all Key Company Metrics for Molina here>>>
Shares of Molina have returned +15.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Main Street Capital (MAIN - Free Report) ended the recent trading session at $53.64, demonstrating a -1.01% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.14% for the day. On the other hand, the Dow registered a loss of 0.01%, and the technology-centric Nasdaq decreased by 0.57%.
Prior to today's trading, shares of the investment firm had gained 8.34% outpaced the Finance sector's gain of 2.55% and the S&P 500's gain of 0.25%.
The investment community will be closely monitoring the performance of Main Street Capital in its forthcoming earnings report. The company is scheduled to release its earnings on August 6, 2026. The company is expected to report EPS of $1.01, up 2.02% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $143.23 million, reflecting a 0.52% fall from the equivalent quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $4 per share and revenue of $580.63 million. These totals would mark changes of -4.99% and +2.51%, respectively, from last year.
Any recent changes to analyst estimates for Main Street Capital should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.26% higher. At present, Main Street Capital boasts a Zacks Rank of #2 (Buy).
With respect to valuation, Main Street Capital is currently being traded at a Forward P/E ratio of 13.56. This signifies a premium in comparison to the average Forward P/E of 8 for its industry.
The Financial - SBIC & Commercial Industry industry is part of the Finance sector. This industry currently has a Zacks Industry Rank of 201, which puts it in the bottom 19% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
In the latest close session, Southern Co. (SO - Free Report) was up +2.08% at $95.80. The stock's change was more than the S&P 500's daily loss of 0.14%. Meanwhile, the Dow lost 0.01%, and the Nasdaq, a tech-heavy index, lost 0.57%.
The power company's shares have seen a decrease of 1.14% over the last month, not keeping up with the Utilities sector's gain of 0.68% and the S&P 500's gain of 0.25%.
Analysts and investors alike will be keeping a close eye on the performance of Southern Co. in its upcoming earnings disclosure. The company's earnings report is set to go public on July 30, 2026. It is anticipated that the company will report an EPS of $1.01, marking a 10.99% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $7.38 billion, showing a 5.88% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates project earnings of $4.58 per share and a revenue of $31.32 billion, demonstrating changes of +6.51% and +5.97%, respectively, from the preceding year.
Investors should also pay attention to any latest changes in analyst estimates for Southern Co. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.12% upward. Southern Co. currently has a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Southern Co. has a Forward P/E ratio of 20.5 right now. This represents a premium compared to its industry average Forward P/E of 18.02.
One should further note that SO currently holds a PEG ratio of 1.84. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Utility - Electric Power industry had an average PEG ratio of 2.66 as trading concluded yesterday.
The Utility - Electric Power industry is part of the Utilities sector. This industry, currently bearing a Zacks Industry Rank of 102, finds itself in the top 42% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
On July 22, 2026, Olin Corp (OLN) shares rose 4.7% today, reaching a current price of $24.24. The stock has shown strong momentum recently, with a 10.9% increas
PPL (PPL - Free Report) closed the most recent trading day at $36.10, moving +1.95% from the previous trading session. The stock outpaced the S&P 500's daily loss of 0.14%. Meanwhile, the Dow lost 0.01%, and the Nasdaq, a tech-heavy index, lost 0.57%.
Prior to today's trading, shares of the energy and utility holding company had lost 2.42% lagged the Utilities sector's gain of 0.68% and the S&P 500's gain of 0.25%.
Investors will be eagerly watching for the performance of PPL in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 7, 2026. The company's upcoming EPS is projected at $0.35, signifying a 9.38% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $2.18 billion, indicating a 7.5% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.94 per share and revenue of $9.78 billion. These totals would mark changes of +7.18% and +8.21%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for PPL. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.22% downward. PPL presently features a Zacks Rank of #4 (Sell).
In terms of valuation, PPL is currently trading at a Forward P/E ratio of 18.21. This indicates a premium in contrast to its industry's Forward P/E of 18.02.
One should further note that PPL currently holds a PEG ratio of 2.42. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Utility - Electric Power industry stood at 2.66 at the close of the market yesterday.
The Utility - Electric Power industry is part of the Utilities sector. At present, this industry carries a Zacks Industry Rank of 102, placing it within the top 42% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
On July 22, 2026, First Financial Bancorp (FFBC) shares fell 4.8% to a current price of $33.96. The stock has fluctuated significantly over the past year, with
On July 22, 2026, Workiva Inc (WK) shares fell 5.3% today, bringing the current price to $52.05. The stock has experienced significant volatility over the past
United Rentals (URI - Free Report) came out with quarterly earnings of $12.76 per share, beating the Zacks Consensus Estimate of $11.67 per share. This compares to earnings of $10.47 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +9.34%. A quarter ago, it was expected that this equipment rental company would post earnings of $9.01 per share when it actually produced earnings of $9.71, delivering a surprise of +7.77%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
United Rentals, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $4.41 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.12%. This compares to year-ago revenues of $3.94 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.
United Rentals shares have added about 25.2% since the beginning of the year versus the S&P 500's gain of 9.7%.
What's Next for United Rentals?While United Rentals 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 United Rentals 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 $13.29 on $4.53 billion in revenues for the coming quarter and $46.85 on $17.26 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, Building Products - Miscellaneous is currently in the top 40% 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, Simpson Manufacturing (SSD - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 27.
This building materials company is expected to post quarterly earnings of $2.71 per share in its upcoming report, which represents a year-over-year change of +9.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Simpson Manufacturing's revenues are expected to be $656.4 million, up 4% from the year-ago quarter.
United Rentals (URI - Free Report) reported $4.41 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 11.8%. EPS of $12.76 for the same period compares to $10.47 a year ago.
The reported revenue represents a surprise of +4.12% over the Zacks Consensus Estimate of $4.24 billion. With the consensus EPS estimate being $11.67, the EPS surprise was +9.34%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how United Rentals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Equipment rentals: $3.85 billion versus the three-analyst average estimate of $3.67 billion. The reported number represents a year-over-year change of +12.7%.Revenues- Sales of rental equipment: $330 million versus the three-analyst average estimate of $339.4 million. The reported number represents a year-over-year change of +4.1%.Revenues- Service and other revenues: $101 million compared to the $100.07 million average estimate based on three analysts. The reported number represents a change of +6.3% year over year.Revenues- Contractor supplies sales: $44 million compared to the $44.3 million average estimate based on three analysts. The reported number represents a change of +7.3% year over year.Revenues- Sales of new equipment: $86 million versus the three-analyst average estimate of $80.75 million. The reported number represents a year-over-year change of +14.7%.Gross Margin/Profit- Equipment rentals: $1.5 billion compared to the $1.42 billion average estimate based on three analysts.Gross Margin/Profit- Sales of rental equipment: $154 million versus the three-analyst average estimate of $153.32 million.Gross Margin/Profit- Service and other: $45 million versus $41.13 million estimated by three analysts on average.Gross Margin/Profit- Contractor supplies sales: $14 million versus $14.06 million estimated by three analysts on average.Gross Margin/Profit- Sales of new equipment: $18 million versus $14.86 million estimated by three analysts on average.View all Key Company Metrics for United Rentals here>>>
Shares of United Rentals have returned -4.7% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
On July 22, 2026, Q2 Holdings Inc (QTWO) shares fell 4.1% to a current price of $52.86. This decline occurred against a backdrop of a 52-week range between $40.
On July 22, 2026, First Advantage Corp (FA) shares fell 5.5% today, currently priced at $19.96. The shares have fluctuated within a 52-week range of $8.82 to $2
Bloom Energy (BE - Free Report) closed at $218.22 in the latest trading session, marking a -3.55% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.14%. Elsewhere, the Dow saw a downswing of 0.01%, while the tech-heavy Nasdaq depreciated by 0.57%.
Prior to today's trading, shares of the developer of fuel cell systems had lost 29.73% lagged the Oils-Energy sector's gain of 5.65% and the S&P 500's gain of 0.25%.
Analysts and investors alike will be keeping a close eye on the performance of Bloom Energy in its upcoming earnings disclosure. The company's earnings report is set to go public on July 28, 2026. On that day, Bloom Energy is projected to report earnings of $0.39 per share, which would represent year-over-year growth of 290%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $766.88 million, up 91.13% from the year-ago period.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.1 per share and a revenue of $3.72 billion, representing changes of +176.32% and +83.86%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Bloom Energy. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 6.7% higher. Bloom Energy currently has a Zacks Rank of #1 (Strong Buy).
Looking at valuation, Bloom Energy is presently trading at a Forward P/E ratio of 107.52. This represents a premium compared to its industry average Forward P/E of 17.7.
The Alternative Energy - Other industry is part of the Oils-Energy sector. This group has a Zacks Industry Rank of 105, putting it in the top 43% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Stephen L. Philipson, the vice chair of U.S. Bancorp (USB +1.19%), sold 36,906 shares of common stock on July 20, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold36,906Transaction value$2.3 millionPost-transaction shares (directly held)74,969Post-transaction shares (indirectly held)509Post-transaction value$4.77 millionTransaction value based on SEC Form 4 weighted average sale price ($63.08); post-transaction value based on July 20, 2026 market close ($63.14).
Key questionsWhat were the specific execution details of the trade?
The shares were sold in the open market at a weighted average price of $63.08 per share, with individual execution prices ranging from $63.07 to $63.11.What is the scale of the insider's remaining equity position?
The vice chair maintains a combined beneficial ownership of 75,478 shares.How does the current valuation context align with this transaction?
As of the July 21, 2026 market close, shares were priced at $63.71, supported by a company that generated $29.6 billion in revenue and $8.2 billion in net income over the trailing twelve months.Company OverviewMetricValueShare Price (as of market close 2026-07-21)$63.71Market Capitalization$99.2 billionRevenue (TTM)$29.6 billionNet Income (TTM)$8.2 billionCompany SnapshotU.S. Bancorp delivers a comprehensive spectrum of banking and financial solutions, including corporate and commercial banking, consumer and business banking, and wealth management and investment services across the United States.The company generates revenue through diversified financial services operations, including lending, deposit-taking, investment management, and transaction processing services across its multiple business segments.U.S. Bancorp serves a broad customer base encompassing individual consumers, small and mid-market businesses, large corporations, institutional organizations, governmental bodies, and other financial entities.U.S. Bancorp is a broad-based financial services holding company with a market capitalization of $99 billion, positioning it as a significant player in the diversified banking sector. The company's diversified business model across corporate and commercial banking, consumer and business banking, and wealth management segments provides multiple revenue streams and geographic diversification. With TTM net income of $8.2 billion, U.S. Bancorp demonstrates substantial scale and profitability within the U.S. financial services industry.
What this transaction means for investorsPhilipson's title changed recently, and that context could be crucial here. He moved from head of wealth, corporate, commercial, and institutional banking into a vice chair role, and executives often rebalance concentrated stock around such transitions. He sold at $63.08, essentially the day's price, in a tight range that signals a clean market execution rather than opportunistic timing, and kept 75,478 shares. Against a stock up 40% over the past year, this reads as ordinary diversification.
The sale also lands days after a genuinely strong quarter. Just last week, U.S. Bancorp posted record second-quarter net revenue of $7.7 billion, up 10%, with earnings per share of $1.35, up 22%, and improvement across nearly every profitability measure, including an efficiency ratio down to 57.1%. CEO Gunjan Kedia called the BTIG acquisition "a significant milestone" in building out capital markets, and management ultimately raised full-year revenue guidance to 7% to 9% growth, which really is the signal worth weighing here rather than one executive's sale.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends U.S. Bancorp. The Motley Fool has a disclosure policy.
OAKDALE, Calif., July 22, 2026 (GLOBE NEWSWIRE) -- Oak Valley Bancorp (NASDAQ: OVLY) (the "Company"), the bank holding company for Oak Valley Community Bank and their Eastern Sierra Community Bank division, recently reported unaudited consolidated financial results. For the three months ended June 30, 2026, consolidated net income was $5,114,000, or $0.61 per diluted share (EPS), as compared to $5,309,000, or $0.64 EPS, for the prior quarter and $5,588,000, or $0.67 EPS, for the same period a year ago. Consolidated net income for the six months ended June 30, 2026 was $10,423,000, or $1.25 EPS, compared to $10,885,000 or $1.31 EPS for the same period of 2025.
The decrease in second quarter net income compared to the prior periods was primarily the result of an increase in non-interest expense and lower non-interest income, partially offset by an increase in net interest income and a lower provision for credit losses. The year-to-date decrease compared to 2025 was driven by higher non-interest expense, partially offset by increases in net interest income and non-interest income.
Net interest income for the three-months ended June 30, 2026 was $18,944,000, compared to $18,824,000 in the prior quarter, and $18,154,000 in the same period a year ago. The increase in net interest income over the prior periods is attributed to loan growth, and an increase in the loan yield. Average earning assets grew at a pace of 4.0% for the second quarter of 2026, as compared to the same period of the prior year. The ending balance of gross loans grew by $18,264,000 during the second quarter and $55,859,000 over the prior twelve months. Net interest margin for the three months ended June 30, 2026 was 4.15%, compared to 4.12% for the prior quarter and 4.11% for the same period last year, related to the growth and yield trends stated above.
Non-interest income was $1,665,000 for the three-months ended June 30, 2026, compared to $1,952,000 for the prior quarter and $1,703,000 for the same period last year. The decrease over the prior periods was mainly the result of a special dividend of $181,000 received from the Federal Home Loan Bank recorded during the prior quarter and due to fair value changes in a limited partnership investment.
Non-interest expense totaled $14,157,000 for the three-months ended June 30, 2026, compared to $13,506,000 in the prior quarter and $12,443,000 in the same quarter a year ago. The increases compared to prior periods were primarily due to staffing expenses and general operating costs related to supporting the Company's growth and expanded branch network.
Total assets were $2.00 billion at June 30, 2026, a decrease of $8,721,000 from March 31, 2026 and an increase of $80,669,000 over June 30, 2025. Gross loans were $1.17 billion at June 30, 2026, an increase of $18,264,000 over March 31, 2026 and $55,859,000 over June 30, 2025. The Company's total deposits were $1.76 billion as of June 30, 2026, a decrease of $17,445,000 from March 31, 2026 and an increase of $52,310,000 over June 30, 2025. Our liquidity remains strong, as evidenced by $194,803,000 in cash and cash equivalent balances as of June 30, 2026.
"We are pleased with the continued expansion of our customer base. Our second quarter results reflect loan growth, disciplined balance sheet management, and the benefit of a steady net interest margin," stated Rick McCarty, President and Chief Executive Officer. "Our team continues to manage the business with a long-term, relationship-focused approach that supports our clients, communities, and shareholders."
Non-performing assets (NPA) totaled $2,631,000 as of June 30, 2026, compared to $4,574,000 at March 31, 2026 and no NPA at June 30, 2025. The decrease compared to March 31, 2026 is due to a collateral-dependent loan that was placed on non-accrual status in December 2025, at which time the loan was individually evaluated for impairment and a specific reserve was established. During the second quarter of 2026, a charge-off of $1,735,000 was recorded on the same loan and the remaining $2,581,000 was transferred to OREO. The Company recorded a provision for credit losses of $21,000 during the second quarter as prescribed by the pooled loan calculation which considers macro-economic conditions and other credit-related factors within our current expected credit loss ("CECL") risk model. Non-performing assets were 0.13% of total assets at June 30, 2026, compared to 0.23% at March 31, 2026. The allowance for credit losses as a percentage of gross loans decreased to 0.96% at June 30, 2026, compared to 1.13% at March 31, 2026 and 1.03% at June 30, 2025, as a result of the $1,735,000 loan charge-off during the second quarter of 2026.
The Board of Directors of Oak Valley Bancorp at their July 21, 2026, meeting declared the payment of a cash dividend of $0.375 per share of common stock to its shareholders of record at the close of business on August 3, 2026. The payment date will be August 14, 2026 and will amount to approximately $3,155,000. This is the second dividend payment made by the Company in 2026.
Oak Valley Bancorp operates Oak Valley Community Bank & their Eastern Sierra Community Bank division, through which it offers a variety of loan and deposit products to individuals and small businesses. They currently operate through 19 conveniently located branches: Oakdale, Turlock, Stockton, Patterson, Ripon, Escalon, Manteca, Tracy, Sacramento, Roseville, Lodi, two branches in Sonora, three branches in Modesto, and three branches in the Eastern Sierra division which includes Bridgeport, Mammoth Lakes, and Bishop.
For more information, call 1-866-844-7500 or visit www.ovcb.com.
This press release includes forward-looking statements about the corporation for which the corporation claims the protection of safe harbor provisions contained in the Private Securities Litigation Reform Act of 1995.
Forward-looking statements are based on management's knowledge and belief as of today and include information concerning the corporation's possible or assumed future financial condition, and its results of operations and business. Forward-looking statements are subject to risks and uncertainties. A number of important factors could cause actual results to differ materially from the forward-looking statements. Those factors include fluctuations in interest rates, government policies and regulations (including monetary and fiscal policies), legislation, economic conditions, including increased energy costs in California, credit quality of borrowers, operational factors and competition in the geographic and business areas in which the company conducts its operations. All forward-looking statements included in this press release are based on information available at the time of the release, and the Company assumes no obligation to update any forward-looking statement.
Oak Valley Bancorp
Financial Highlights (unaudited)
Selected Quarterly Operating Data:
($ in thousands, except per share)2nd Quarter
2026
1st Quarter
2026
4th Quarter
2025
3rd Quarter
2025
2nd Quarter
2025
Net interest income$18,944 $18,824 $19,457 $19,197 $18,154 Provision for (reversal of) credit losses 21 464 865 (60) 245 Non-interest income 1,665 1,952 1,825 1,973 1,703 Non-interest expense 14,157 13,506 12,262 12,700 12,443 Net income before income taxes 6,431 6,806 8,155 8,530 7,169 Provision for income taxes 1,317 1,497 1,820 1,837 1,581 Net income$5,114 $5,309 $6,335 $6,693 $5,588 Earnings per common share - basic$0.62 $0.64 $0.77 $0.81 $0.68 Earnings per common share - diluted$0.61 $0.64 $0.76 $0.81 $0.67 Dividends paid per common share$- $0.375 $- $0.300 $- Return on average common equity 9.74% 10.23% 12.32% 14.30% 12.21% Return on average assets 1.04% 1.07% 1.25% 1.35% 1.18% Net interest margin (1) 4.15% 4.12% 4.14% 4.16% 4.11% Efficiency ratio (2) 66.46% 62.99% 55.94% 58.27% 60.75% Capital - Period End Book value per common share$25.80 $24.50 $24.79 $23.63 $22.17 Credit Quality - Period End Nonperforming assets / total assets 0.13% 0.23% 0.23% 0.00% 0.00% Credit loss reserve / gross loans 0.96% 1.13% 1.08% 1.03% 1.03% Balance Sheet - Period End (in thousands) Total assets$2,001,578 $2,010,299 $2,023,116 $1,995,416 $1,920,909 Gross loans 1,165,715 1,147,451 1,143,930 1,112,829 1,109,856 Nonperforming assets 2,631 4,574 4,587 - - Allowance for credit losses 11,172 12,910 12,381 11,420 11,430 Deposits 1,763,551 1,780,996 1,792,962 1,774,882 1,711,241 Common equity 217,034 206,154 207,975 198,280 185,805 Balance Sheet - Average (in thousands) Average assets$1,980,142 $2,006,175 $2,013,766 $1,961,374 $1,903,741 Average earning assets 1,884,736 1,905,874 1,914,907 1,876,588 1,818,430 Average equity 210,662 210,562 203,994 185,638 183,612 Non-Financial Data Full-time equivalent staff 246 244 238 237 231 Number of banking offices 19 19 19 18 18 Common Shares outstanding Period end 8,413,458 8,413,458 8,388,221 8,390,621 8,382,062 Period average - basic 8,272,810 8,257,567 8,249,256 8,246,666 8,245,147 Period average - diluted 8,333,393 8,322,124 8,304,597 8,299,039 8,285,299 Market Ratios Stock Price$33.75 $32.43 $30.06 $28.17 $27.24 Price/Earnings 13.61 12.44 9.87 8.75 10.02 Price/Book 1.31 1.32 1.21 1.19 1.23 (1)
This is a non-GAAP measure that is computed on a fully tax equivalent basis using a federal tax rate of 21%. The resulting adjustment to net interest income is $546 thousand, $539 thousand, $509 thousand, $501 thousand, and $498 thousand for the three-months ended June 30, 2026, March 31, 2026, December 31, 2025, September 30, 2025, and June 30, 2025, respectively.
(2)
This is a non-GAAP measure that is computed on a fully tax equivalent basis using a federal tax rate of 21%, and a federal/state combined tax rate of 29.56%. The resulting adjustment to pre-tax income is $694 thousand, $666 thousand, $639 thousand, $626 thousand, and $624 thousand for the three-months ended June 30, 2026, March 31, 2026, December 31, 2025, September 30, 2025, and June 30, 2025, respectively.
ProfitabilitySIX MONTHS ENDED JUNE 30, ($ in thousands, except per share)2026
2025
Net interest income$37,768 $35,961 Provision for (reversal of) credit losses 485 519 Non-interest income 3,617 3,316 Non-interest expense 27,663 24,793 Net income before income taxes 13,237 13,965 Provision for income taxes 2,814 3,080 Net income$10,423 $10,885 Earnings per share - basic$1.26 $1.32 Earnings per share - diluted$1.25 $1.31 Dividends paid per share$0.375 $0.300 Return on average equity 9.98% 11.89% Return on average assets 1.05% 1.15% Net interest margin (3) 4.13% 4.10% Efficiency ratio (4) 64.72% 61.19% Capital - Period End Book value per share$25.80 $22.17 Credit Quality - Period End Nonperforming assets/ total assets 0.13% 0.00% Credit loss reserve/ gross loans 0.96% 1.03% Balance Sheet - Period End (in thousands) Total assets$2,001,578 $1,920,909 Gross loans 1,165,715 1,109,856 Nonperforming assets 2,631 - Allowance for credit losses 11,172 11,430 Deposits 1,763,551 1,711,241 Stockholders' equity 217,034 185,805 Balance Sheet - Average (in thousands) Average assets$1,993,086 $1,903,663 Average earning assets 1,895,247 1,816,395 Average equity 210,613 184,596 Non-Financial Data Full-time equivalent staff 246 231 Number of banking offices 19 18 Common Shares outstanding Period end 8,413,458 8,382,062 Period average - basic 8,265,231 8,238,532 Period average - diluted 8,327,790 8,281,819 Market Ratios Stock Price$33.75 $27.24 Price/Earnings 13.27 10.22 Price/Book 1.31 1.23 (3)
This is a non-GAAP measure that is computed on a fully tax equivalent basis using a federal tax rate of 21%. The resulting adjustment to net interest income is $1.085 million and $996 thousand for the six months ended June 30, 2026 and 2025, respectively.
(4)
This is a non-GAAP measure that is computed on a fully tax equivalent basis using a federal tax rate of 21%, and a federal/state combined tax rate of 29.56%. The resulting adjustment to pre-tax income is $1.360 million and $1.242 million for the six months ended June 30, 2026 and 2025, respectively.
Contact:Rick McCarty/Jeff GallPhone:(209) 848-2265 www.ovcb.com
SEI Investments (SEIC - Free Report) reported $641.62 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.7%. EPS of $1.66 for the same period compares to $1.78 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $637.92 million, representing a surprise of +0.58%. The company delivered an EPS surprise of +14.48%, with the consensus EPS estimate being $1.45.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how SEI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Assets under management - Investments in New Business: $3.59 billion compared to the $3.37 billion average estimate based on four analysts.Assets under management - Investment Advisors: $97.78 billion versus the four-analyst average estimate of $105.62 billion.Assets under management - Private Banks: $34.23 billion versus the four-analyst average estimate of $33.24 billion.Assets under management - Institutional Investors: $88.25 billion versus the four-analyst average estimate of $88.21 billion.Assets under management - LSV - Equity and Fixed Income programs: $117.15 billion versus $103.76 billion estimated by four analysts on average.Revenue- Asset management, administration and distribution fees: $513.48 million compared to the $506.94 million average estimate based on three analysts. The reported number represents a change of +17.4% year over year.Revenue- Information processing and software servicing fees: $128.14 million versus the three-analyst average estimate of $128.71 million. The reported number represents a year-over-year change of +5%.Revenue- Private Banks: $156.88 million versus the three-analyst average estimate of $152.63 million. The reported number represents a year-over-year change of +10.9%.Revenue- Investments in New Business: $9.46 million versus the three-analyst average estimate of $8.06 million. The reported number represents a year-over-year change of -42.8%.Revenue- Institutional Investors: $69.7 million versus $71.91 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.Revenue- Investment Managers: $227.68 million versus the three-analyst average estimate of $230.45 million. The reported number represents a year-over-year change of +16.7%.Revenue- Investment Advisors: $177.9 million versus $171.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.7% change.View all Key Company Metrics for SEI here>>>
Shares of SEI have returned +8.3% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Union Pacific UNP reached a deal with Canadian National Railway CNR to give the Montreal railroad further access in the Midwest in exchange for ending its opposition to Union Pacific’s $71.5 billion merger with Norfolk Southern NSC .
Under the proposed agreement, CN would get rights to run its trains on tracks between Tuscola and East St. Louis, Ill., as well as rights to serve customers between St. Louis and Kansas City, Mo., the companies said Wednesday.
Eric Richard Remer, the chief executive officer of EverCommerce Inc. (EVCM +1.42%), sold 19,200 shares of common stock on July 21, 2026 and July 22, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$214,848Shares sold (directly held)19,200Post-transaction shares (directly held)5,641,051Post-transaction shares (indirectly held)2,212,662Post-transaction value$90.0 millionTransaction value based on SEC Form 4 weighted average sale price ($11.19); post-transaction value based on July 22, 2026 market close ($11.46).
Key questionsWhat is the scale of the executive's remaining equity exposure?
Remer’s total beneficial ownership of about 7.9 million shares is split between direct ownership and several trust vehicles, ensuring his interests remain aligned with those of other shareholders.How does the transaction price compare to recent market activity?
The shares were sold at a weighted average price of $11.19, while the stock was priced at $11.30 as of the July 21, 2026 market close. The company has seen a one-year gain of 0.17% as of the transaction date.What is the structure of the CEO's indirect holdings?
The executive's indirect position of roughly 2.2 million shares is distributed among Buckrail Partners, LLC (1,148,663 shares), EMJ Remer Family Trust (1,000,000 shares), Remer Family Trust (35,000 shares), and Family Trust 1 (28,999 shares).Company OverviewMetricValueShare Price (as of market close 2026-07-21)$11.30Market Capitalization$2.0 billionRevenue (TTM)$594.1 millionNet Income (TTM)$32.5 millionCompany SnapshotEverCommerce delivers a comprehensive portfolio of software-as-a-service (SaaS) solutions designed to streamline business operations for service-oriented small and medium-sized businesses across the United States and international markets.The company generates revenue through a subscription-based SaaS model, providing digital tools and operational software that enable SMBs to manage critical business functions and improve operational efficiency.EverCommerce primarily serves small and medium-sized service businesses seeking integrated software solutions to enhance productivity and streamline their day-to-day operations.EverCommerce operates as a leading SaaS provider with a market capitalization of $2 billion, demonstrating meaningful scale within the SMB software solutions market. The company's business model leverages recurring subscription revenue from its diverse portfolio of digital tools, positioning it to benefit from the ongoing digital transformation of small and medium-sized enterprises. EverCommerce's competitive advantage lies in its comprehensive, integrated approach to addressing the operational needs of service-oriented SMBs, enabling customers to consolidate multiple software functions through a single platform provider.
What this transaction means for investorsThe plan behind this sale was set in June 2025, and it's worth noting that the stock has gone essentially nowhere since, up a fraction of a percent over the past year. So this sale executes into a flat tape at $11.19, not a rally an insider is cashing in on. Ultimately, Remer sold under a preset schedule while keeping roughly 7.9 million shares across direct holdings and four trust vehicles, so his stake dwarfs this transaction.
Meanwhile, EverCommerce is growing slowly but turning profitable. First-quarter revenue rose 3.6% to $147.5 million, adjusted EBITDA reached $40.7 million at a 27.6% margin, and net income swung to $7.2 million from a year-earlier loss. On the latest earnings call, Remer said EverCommerce is "building the AI operating system for the service SMB workflows," and management reiterated full-year revenue guidance of $612 million to $632 million. The expected low-single-digit growth isn’t exactly indicative of a high-flying growth stock, which is why shares have performed as they have this past year. EverCommerce is leaning on AI features, cross-selling, and buybacks to pick up the pace, but the flat stock suggests the market wants proof before any second-half acceleration arrives.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
First American Financial (FAF - Free Report) came out with quarterly earnings of $2.08 per share, beating the Zacks Consensus Estimate of $1.8 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +15.56%. A quarter ago, it was expected that this financial services company would post earnings of $1.06 per share when it actually produced earnings of $1.33, delivering a surprise of +25.47%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
First American Financial, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $2.12 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.43%. This compares to year-ago revenues of $1.84 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.
First American Financial shares have added about 16.6% since the beginning of the year versus the S&P 500's gain of 9.7%.
What's Next for First American Financial?While First American Financial 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 First American Financial 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 $1.75 on $2.01 billion in revenues for the coming quarter and $6.74 on $7.88 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, Insurance - Property and Casualty is currently in the bottom 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.
United Fire Group (UFCS - 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 3.
This property and casualty insurance company is expected to post quarterly earnings of $0.72 per share in its upcoming report, which represents a year-over-year change of -20%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
United Fire Group's revenues are expected to be $378.9 million, up 13% from the year-ago quarter.
On July 22, 2026, Peabody Energy Corp (BTU) shares rose 3.5% today, closing at $23.88. Despite this positive movement, the stock has experienced a year-to-date
In the latest trading session, Clear Secure (YOU - Free Report) closed at $52.30, marking a -8.08% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.14%. On the other hand, the Dow registered a loss of 0.01%, and the technology-centric Nasdaq decreased by 0.57%.
The airport security company's shares have seen an increase of 7.91% over the last month, surpassing the Computer and Technology sector's loss of 4.82% and the S&P 500's gain of 0.25%.
Market participants will be closely following the financial results of Clear Secure in its upcoming release. On that day, Clear Secure is projected to report earnings of $0.44 per share, which would represent year-over-year growth of 69.23%. At the same time, our most recent consensus estimate is projecting a revenue of $270.25 million, reflecting a 23.14% rise from the equivalent quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.79 per share and revenue of $1.1 billion. These totals would mark changes of +59.82% and +22.22%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for Clear Secure. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.28% higher. Currently, Clear Secure is carrying a Zacks Rank of #3 (Hold).
With respect to valuation, Clear Secure is currently being traded at a Forward P/E ratio of 31.88. This represents a premium compared to its industry average Forward P/E of 19.55.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 104, placing it within the top 43% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
On July 22, 2026, Hamilton Lane Inc (HLNE) shares fell 3.8% to $81.14. The stock has experienced considerable volatility, reflected in its 52-week range of $71.
Hercules Capital (HTGC - Free Report) closed at $15.93 in the latest trading session, marking a -1.24% move from the prior day. This change lagged the S&P 500's 0.14% loss on the day. Elsewhere, the Dow lost 0.01%, while the tech-heavy Nasdaq lost 0.57%.
The stock of specialty finance company has risen by 6.26% in the past month, leading the Finance sector's gain of 2.55% and the S&P 500's gain of 0.25%.
Analysts and investors alike will be keeping a close eye on the performance of Hercules Capital in its upcoming earnings disclosure. The company's earnings report is set to go public on July 30, 2026. The company is expected to report EPS of $0.5, unchanged from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $148.9 million, up 8.32% from the prior-year quarter.
For the full year, the Zacks Consensus Estimates project earnings of $1.93 per share and a revenue of $588.4 million, demonstrating changes of +1.05% and +10.5%, respectively, from the preceding year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Hercules Capital. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Hercules Capital is currently sporting a Zacks Rank of #3 (Hold).
Looking at its valuation, Hercules Capital is holding a Forward P/E ratio of 8.36. For comparison, its industry has an average Forward P/E of 8, which means Hercules Capital is trading at a premium to the group.
The Financial - SBIC & Commercial Industry industry is part of the Finance sector. With its current Zacks Industry Rank of 201, this industry ranks in the bottom 19% of all industries, numbering over 250.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Medpace (MEDP - Free Report) came out with quarterly earnings of $4.25 per share, beating the Zacks Consensus Estimate of $4.08 per share. This compares to earnings of $3.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.17%. A quarter ago, it was expected that this provider of outsourced clinical development services would post earnings of $3.74 per share when it actually produced earnings of $4.28, delivering a surprise of +14.44%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Medpace, which belongs to the Zacks Medical Services industry, posted revenues of $707.33 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.12%. This compares to year-ago revenues of $603.31 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.
Medpace shares have lost about 5.3% since the beginning of the year versus the S&P 500's gain of 9.7%.
What's Next for Medpace?While Medpace 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 Medpace 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 $4.22 on $694.23 million in revenues for the coming quarter and $17.04 on $2.79 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, Medical Services is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Avantor, Inc. (AVTR - 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 July 29.
This company is expected to post quarterly earnings of $0.19 per share in its upcoming report, which represents a year-over-year change of -20.8%. The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level.
Avantor, Inc.'s revenues are expected to be $1.62 billion, down 3.5% from the year-ago quarter.
KLA (KLAC - Free Report) closed the most recent trading day at $214.69, moving -1.32% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.14%. On the other hand, the Dow registered a loss of 0.01%, and the technology-centric Nasdaq decreased by 0.57%.
The stock of maker of equipment for manufacturing semiconductors has fallen by 11.02% in the past month, lagging the Computer and Technology sector's loss of 4.82% and the S&P 500's gain of 0.25%.
The investment community will be closely monitoring the performance of KLA in its forthcoming earnings report. The company is scheduled to release its earnings on July 28, 2026. The company is predicted to post an EPS of $1, indicating a 6.38% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $3.61 billion, up 13.71% from the year-ago period.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $3.71 per share and revenue of $13.53 billion. These totals would mark changes of +11.41% and +11.31%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for KLA. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 2.18% higher within the past month. KLA currently has a Zacks Rank of #3 (Hold).
In terms of valuation, KLA is presently being traded at a Forward P/E ratio of 42.95. This valuation marks a premium compared to its industry average Forward P/E of 25.44.
Meanwhile, KLAC's PEG ratio is currently 2.06. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Electronics - Miscellaneous Products industry had an average PEG ratio of 1.66.
The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 65, which puts it in the top 27% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
In the latest trading session, ChargePoint Holdings, Inc. (CHPT - Free Report) closed at $5.83, marking a +1.57% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.14%. Meanwhile, the Dow lost 0.01%, and the Nasdaq, a tech-heavy index, lost 0.57%.
The stock of company has fallen by 15.46% in the past month, lagging the Auto-Tires-Trucks sector's loss of 4.03% and the S&P 500's gain of 0.25%.
The investment community will be paying close attention to the earnings performance of ChargePoint Holdings, Inc. in its upcoming release. In that report, analysts expect ChargePoint Holdings, Inc. to post earnings of -$0.8 per share. This would mark year-over-year growth of 43.66%. Meanwhile, our latest consensus estimate is calling for revenue of $104.38 million, up 5.88% from the prior-year quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$2.75 per share and revenue of $426.19 million, indicating changes of +39.96% and +3.64%, respectively, compared to the previous year.
It's also important for investors to be aware of any recent modifications to analyst estimates for ChargePoint Holdings, Inc. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. At present, ChargePoint Holdings, Inc. boasts a Zacks Rank of #2 (Buy).
The Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector. This industry, currently bearing a Zacks Industry Rank of 159, finds itself in the bottom 36% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Rollins (ROL - Free Report) reported $1.08 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.9%. EPS of $0.32 for the same period compares to $0.30 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.1 billion, representing a surprise of -1.73%. The company delivered an EPS surprise of -5.88%, with the consensus EPS estimate being $0.34.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Rollins performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Residential: $485.85 million versus the three-analyst average estimate of $494.3 million. The reported number represents a year-over-year change of +6.6%.Revenues- Termite and ancillary: $234.15 million compared to the $240.14 million average estimate based on three analysts. The reported number represents a change of +10.5% year over year.Revenues- Commercial: $347.91 million versus the three-analyst average estimate of $351.77 million. The reported number represents a year-over-year change of +8.6%.View all Key Company Metrics for Rollins here>>>
Shares of Rollins have returned -1.8% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
