Track market-moving stories before they get noisy

Archer Daniels Midland (ADM - Free Report) ended the recent trading session at $87.32, demonstrating a +1.3% change from the preceding day's closing price. The stock outpaced 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 agribusiness giant had gained 13.66% outpaced the Consumer Staples sector's gain of 1.73% and the S&P 500's gain of 0.25%.

The upcoming earnings release of Archer Daniels Midland will be of great interest to investors. The company's earnings report is expected on August 4, 2026. In that report, analysts expect Archer Daniels Midland to post earnings of $1.27 per share. This would mark year-over-year growth of 36.56%. Simultaneously, our latest consensus estimate expects the revenue to be $22.38 billion, showing a 5.72% escalation compared to the year-ago quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $4.76 per share and revenue of $84.48 billion. These totals would mark changes of +38.78% and +5.25%, respectively, from last year.

Investors should also take note of any recent adjustments to analyst estimates for Archer Daniels Midland. 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.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, which 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 7.45% higher. Right now, Archer Daniels Midland possesses a Zacks Rank of #2 (Buy).

From a valuation perspective, Archer Daniels Midland is currently exchanging hands at a Forward P/E ratio of 18.11. For comparison, its industry has an average Forward P/E of 13.64, which means Archer Daniels Midland is trading at a premium to the group.

The Agriculture - Operations industry is part of the Consumer Staples sector. At present, this industry carries a Zacks Industry Rank of 165, placing it within the bottom 33% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow ADM in the coming trading sessions, be sure to utilize Zacks.com.

For the quarter ended June 2026, AvalonBay Communities (AVB - Free Report) reported revenue of $777.77 million, up 2.3% over the same period last year. EPS came in at $2.86, compared to $1.89 in the year-ago quarter.

The reported revenue represents a surprise of +0.31% over the Zacks Consensus Estimate of $775.34 million. With the consensus EPS estimate being $2.80, the EPS surprise was +2.14%.

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 AvalonBay performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Same Store Economic Occupancy: 96.1% versus 96% estimated by four analysts on average.Revenue- Management, development and other fees: $1.78 million versus the four-analyst average estimate of $1.73 million. The reported number represents a year-over-year change of +11.8%.Revenue- Rental and other income: $775.99 million versus $772.59 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.3% change.Net Earnings Per Share (Diluted): $1.11 compared to the $1.17 average estimate based on four analysts.View all Key Company Metrics for AvalonBay here>>>

Shares of AvalonBay have returned +4.6% 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.

In the latest close session, Strategy (MSTR - Free Report) was down 1.9% at $100.01. The stock's performance was behind the S&P 500's daily loss of 0.14%. At the same time, the Dow lost 0.01%, and the tech-heavy Nasdaq lost 0.57%.

Coming into today, shares of the business software company had lost 1.82% in the past month. In that same time, the Finance sector gained 2.55%, while the S&P 500 gained 0.25%.

Analysts and investors alike will be keeping a close eye on the performance of Strategy in its upcoming earnings disclosure. The company's earnings report is set to go public on July 30, 2026. The company's earnings per share (EPS) are projected to be $52.04, reflecting a 59.63% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $126.95 million, indicating a 10.88% increase compared to the same quarter of the previous year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $57.47 per share and a revenue of $503.9 million, signifying shifts of +477.35% and +5.59%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for Strategy. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

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 last 30 days, the Zacks Consensus EPS estimate has moved 50.76% lower. As of now, Strategy holds a Zacks Rank of #5 (Strong Sell).

With respect to valuation, Strategy is currently being traded at a Forward P/E ratio of 1.77. This expresses a discount compared to the average Forward P/E of 11 of its industry.

The Financial - Miscellaneous Services industry is part of the Finance sector. At present, this industry carries a Zacks Industry Rank of 186, placing it within the bottom 25% of over 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.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Agreement expands operating rights in Chicago and creates new Canada-Mexico service opportunities for customers July 22, 2026 18:50 ET  | Source: Canadian National Railway Company

MONTREAL, July 22, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) and Union Pacific (NYSE: UNP) today announced the signing of a binding Memorandum of Understanding that will strengthen rail service across North America, improving both railroads' ability to serve customers.

The agreement provides Union Pacific with expanded operating rights over CN's Elgin, Joliet & Eastern Railway (EJ&E) corridor through Chicago, while granting CN new rights over Union Pacific's network between Memphis, Tennessee, and Eagle Pass, Texas, to support freight movements between Canada and Mexico.

“We are thrilled to have an agreement with Union Pacific to expand CN’s access to Mexico. This is a natural extension of our north-south franchise and will open new routes for customers, provide greater choice and strengthen connections between Canada and Mexico,” said Tracy Robinson, President and CEO of CN. “By extending our reach, we are creating new opportunities for growth while continuing to deliver the safe, reliable service our customers expect. This is another example of CN’s commitment to strengthening rail competitiveness across North America.”

"I’ve seen the benefits first-hand of what the EJ&E route around Chicago can do for a railroad, and we look forward to having access to the quickest way around Chicago,” said Jim Vena, CEO of Union Pacific.

Forward-Looking Statements
Certain statements by CN and Union Pacific included in this news release constitute “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 and under Canadian securities laws. By their nature, forward-looking statements involve risks, uncertainties and assumptions. The companies caution that their assumptions may not materialize and that current economic conditions render such assumptions, although reasonable at the time they were made, subject to greater uncertainty. Forward-looking statements may be identified by the use of terminology such as “believes,” “expects,” “anticipates,” “assumes,” “outlook,” “plans,” “targets,” or other similar words. Forward-looking statements reflect information as of the date on which they are made. The companies assume no obligation to update or revise forward-looking statements to reflect future events, changes in circumstances, or changes in beliefs, unless required by applicable securities laws. In the event CN or Union Pacific do update any forward-looking statement, no inference should be made that they will make additional updates with respect to that statement, related matters, or any other forward-looking statement.

About CN
CN powers the economy by safely transporting more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year for its customers. With its nearly 20,000-mile rail network and related transportation services, CN connects Canada’s Eastern and Western coasts with the U.S. Midwest and the U.S. Gulf Coast, contributing to sustainable trade and the prosperity of the communities in which it operates since 1919.

Contacts:
 MediaInvestment CommunityAshley MichnowskiJamie LockwoodSenior ManagerVice-PresidentMedia RelationsInvestor Relations & Special Projects(438) 596-4329(514) [email protected]@cn.ca
ABOUT UNION PACIFIC
Union Pacific (NYSE: UNP) delivers the goods families and businesses use every day with safe, reliable and efficient service. Operating in 23 western states, the company connects its customers and communities to the global economy. Trains are the most environmentally responsible way to move freight, helping Union Pacific protect future generations. More information about Union Pacific is available at www.up.com.

Union Pacific Media Contact: [email protected]
www.up.com
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Crown Castle (CCI - Free Report) came out with quarterly funds from operations (FFO) of $1.13 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to FFO of $1.02 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +13.00%. A quarter ago, it was expected that this operator of wireless communications towers would post FFO of $1.01 per share when it actually produced FFO of $1.02, delivering a surprise of +0.99%.

Over the last four quarters, the company has surpassed consensus FFO estimates four times.

Crown Castle, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $1.01 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.52%. This compares to year-ago revenues of $1.06 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 FFO expectations will mostly depend on management's commentary on the earnings call.

Crown Castle shares have lost about 14.3% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for Crown Castle?While Crown Castle 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 FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Crown Castle 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 FFO estimate is $1.20 on $1.02 billion in revenues for the coming quarter and $4.43 on $4.13 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 24% 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, Easterly Government Properties (DEA - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 3.

This property management company is expected to post quarterly earnings of $0.79 per share in its upcoming report, which represents a year-over-year change of +6.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Easterly Government Properties' revenues are expected to be $91.34 million, up 8.4% from the year-ago quarter.

Tap Into 2026 AI Infrastructure Gains With This High-Growth ETFCrown Castle NYSE: CCI said it delivered “solid” second-quarter 2026 results, raised its full-year AFFO outlook and completed its transition into a pure-play U.S. tower operator following the sale of its small cell and fiber businesses.

President and CEO Chris Hillabrant said the company closed the sale of those businesses on May 1, calling it “an important milestone” that made Crown Castle “the only publicly traded pure-play U.S. tower operator.” He said the company is now focused on becoming a “best-in-class U.S. tower operator” through cost savings, operational efficiency and improved customer service.

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3 AI ETFs Tapping Into the Heart of the AI Revolution“We now expect to drive additional cost savings this year as we continue to drive operational excellence,” Hillabrant said.

Guidance raised on higher revenue and lower interest expense Chief Financial Officer Sunit Patel said second-quarter organic growth, excluding Sprint cancellations and DISH terminations, was 3.9%, or $38 million, including a $5 million increase in other billings. Excluding the increase in other billings, organic growth was 3.6%. Organic growth would have been 4.2% if DISH revenues were excluded from prior-year site rental billings.

Top 3 REIT Picks for 2025: High Yields and Rising Earnings AheadThose gains were more than offset in site rental revenue by $5 million of Sprint cancellations, $49 million of DISH terminations and a $25 million decline in non-cash straight-line revenue and amortization of prepaid rent.

Crown Castle raised its full-year 2026 outlook for site rental revenue by $5 million at the midpoint and increased its AFFO outlook by $5 million. Patel said the AFFO increase reflects a $5 million reduction in expected interest expense. The company maintained its adjusted EBITDA outlook, as higher revenue and $15 million of expected cost reductions are expected to be offset by a $20 million decrease in services contribution, primarily in the third quarter.

The company now expects full-year 2026 organic growth of 3.4%, excluding Sprint cancellations and DISH terminations, up from its prior guidance of 3.3%. If DISH revenues are excluded from prior-year site rental billings, full-year organic growth is expected to be 3.6%, compared with prior guidance of 3.5%.

Patel said Crown Castle continues to expect 2026 to represent the low point for organic growth. As of the end of the second quarter, more than 90% of its full-year 2026 organic growth, excluding Sprint and DISH impacts, was contracted, up from about 80% at the start of the year.

Sale proceeds used for debt repayment and buybacks Crown Castle received $8.4 billion in net proceeds from the sale of its small cell and fiber businesses. Patel said the company used those proceeds to repurchase $1 billion of shares and repay more than $7 billion of debt, consistent with its capital allocation framework.

The company completed the $1 billion share repurchase program during the second quarter at an average price of $88.66 per share, retiring more than 11 million shares and reducing its annual dividend obligation by $47 million.

Since the prior quarter, Crown Castle repaid approximately $7.2 billion in debt, including about $5 billion of floating-rate debt across its commercial paper program, revolving credit facility and term loan. The company also repurchased $500 million of debt in the open market and repaid $750 million of unsecured notes due June 15 and $1 billion of unsecured notes due July 15.

Crown Castle ended the quarter with leverage of 6.3 times net debt to EBITDA, within its target investment-grade range of 6.0 to 6.5 times. The company also reduced the capacity of its revolving credit facility from $7 billion to $4.5 billion following the sale transaction.

DISH bankruptcy and escrow account remain key issues Hillabrant said Crown Castle made progress during the quarter toward recovering payments owed under its original DISH agreement. In May, the Federal Communications Commission approved EchoStar spectrum sale transactions with AT&T and SpaceX, but made the transactions contingent on the creation of a $2.4 billion escrow account for vendors.

Hillabrant said Crown Castle will pursue its $3.5 billion contractual claim in bankruptcy court after DISH Wireless filed for bankruptcy. He said the escrow account is intended to satisfy network-related obligations, including certain infrastructure claims, and is not subject to the normal bankruptcy estate waterfall.

During the question-and-answer portion of the call, Hillabrant said the escrow funding is tied to the closing of the AT&T transaction. He said it is too early to estimate Crown Castle’s potential recovery because the number of claimants and the resolution process remain uncertain.

Asked about DISH equipment on Crown Castle towers, Hillabrant said ownership will be addressed as part of the bankruptcy proceedings. “As far as we’ve seen, they’ve abandoned it and although we’ve requested for them to take it down, have not acted to this point,” he said.

Management points to edge computing, data growth and spectrum Hillabrant said Crown Castle sees multiple long-term demand drivers, including edge compute infrastructure, mobile data growth and new spectrum availability. He said the company has initiated several trials with edge data center providers and is seeing interest in using its tower portfolio for distributed compute deployments.

He said Crown Castle’s sites have existing power and broadband connectivity and can support “move-in-ready” deployments requiring less than 0.2 megawatts. The company is seeing interest from businesses looking to support inference workloads and applications such as cybersecurity, fraud detection and real-time data processing.

Hillabrant also cited Ericsson projections that U.S. mobile data consumption per smartphone will more than double over the next five years, from 25 gigabits to 52 gigabits per month. He said growth will be driven in part by AI-enabled applications and increased uplink traffic from devices transmitting video, sensor and telemetry data to the cloud.

The company also pointed to additional spectrum coming to market. Hillabrant said the FCC has described a pipeline of at least 800 megahertz of additional spectrum expected to be made available for commercial wireless use over the coming years, with plans to auction at least 165 megahertz between 2026 and 2027.

Services activity weakens, but leasing guidance unchanged In response to analyst questions, Hillabrant said lower services activity does not translate directly into lower leasing activity. Crown Castle maintained its leasing guidance range of $60 million to $70 million.

Hillabrant said the services slowdown reflects broader industry conditions, including leadership and strategy changes among wireless customers and slower decision-making. He said the company is not looking to exit the services business and continues to evaluate whether it should expand certain offerings again, including construction-related services, if the economics make sense.

Management also discussed Crown Castle’s ongoing transformation effort, including ground lease buyouts, systems investments, automation and process improvements. Patel said the company expects to expand EBITDA margins by a couple hundred basis points over the next year, driven by structural cost reductions and productivity improvements.

Hillabrant said the company remains focused on operational changes that improve cycle times and customer experience, adding that Crown Castle aims to “win 100% of the jump balls” with customers.

About Crown Castle (NYSE:CCI)Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company's assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments.

Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Affirm Holdings (AFRM - Free Report) closed the most recent trading day at $73.97, moving -1% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.14%. Elsewhere, the Dow saw a downswing of 0.01%, while the tech-heavy Nasdaq depreciated by 0.57%.

Shares of the operator of digital commerce platform witnessed a gain of 4.02% over the previous month, beating the performance of the Computer and Technology sector with its loss of 4.82%, and the S&P 500's gain of 0.25%.

The upcoming earnings release of Affirm Holdings will be of great interest to investors. The company is predicted to post an EPS of $0.33, indicating a 65% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $1.11 billion, up 26.39% from the year-ago period.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.23 per share and revenue of $4.21 billion. These totals would mark changes of +720% and +30.62%, respectively, from last year.

Investors should also take note of any recent adjustments to analyst estimates for Affirm Holdings. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. 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. Over the past month, there's been a 1.2% rise in the Zacks Consensus EPS estimate. Affirm Holdings presently features a Zacks Rank of #2 (Buy).

Looking at valuation, Affirm Holdings is presently trading at a Forward P/E ratio of 43.6. Its industry sports an average Forward P/E of 19.55, so one might conclude that Affirm Holdings is trading at a premium comparatively.

One should further note that AFRM currently holds a PEG ratio of 3.06. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Internet - Software was holding an average PEG ratio of 1.06 at yesterday's closing price.

The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 104, which puts 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.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Cameco (CCJ - Free Report) closed the most recent trading day at $90.37, moving +1.91% from the previous trading session. This change outpaced the S&P 500's 0.14% loss on the day. At the same time, the Dow lost 0.01%, and the tech-heavy Nasdaq lost 0.57%.

Shares of the uranium producer have depreciated by 18.56% over the course of the past month, underperforming the Oils-Energy sector's gain of 5.65%, and the S&P 500's gain of 0.25%.

Investors will be eagerly watching for the performance of Cameco in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on July 31, 2026. The company is expected to report EPS of $0.26, down 49.02% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $534.36 million, reflecting a 15.69% fall from the equivalent quarter last year.

For the full year, the Zacks Consensus Estimates project earnings of $1.34 per share and a revenue of $2.39 billion, demonstrating changes of +30.1% and -4.07%, respectively, from the preceding year.

It is also important to note the recent changes to analyst estimates for Cameco. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 6.55% higher. Cameco is currently sporting a Zacks Rank of #3 (Hold).

Looking at valuation, Cameco is presently trading at a Forward P/E ratio of 66.34. This represents a premium compared to its industry average Forward P/E of 17.7.

We can also see that CCJ currently has a PEG ratio of 1.4. 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 Alternative Energy - Other industry had an average PEG ratio of 1.91 as trading concluded yesterday.

The Alternative Energy - Other industry is part of the Oils-Energy sector. With its current Zacks Industry Rank of 105, this industry ranks in the top 43% of all industries, numbering over 250.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

The carrier said it now expects full-year adjusted earnings per share of $3.25 to $4.25, compared with its forecast from January for at least $4.

Southwest Airlines (LUV - Free Report) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +80.77%. A quarter ago, it was expected that this airline would post earnings of $0.45 per share when it actually produced earnings of $0.45, delivering no surprise.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Southwest, which belongs to the Zacks Transportation - Airline industry, posted revenues of $8.43 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.68%. This compares to year-ago revenues of $7.24 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Southwest shares have added about 17.8% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for Southwest?While Southwest 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 Southwest was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.77 on $8.19 billion in revenues for the coming quarter and $3.23 on $32.75 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Airline is currently in the top 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Air Canada (ACDVF - Free Report) , has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly earnings of $0.05 per share in its upcoming report, which represents a year-over-year change of -88.4%. The consensus EPS estimate for the quarter has been revised 18.5% higher over the last 30 days to the current level.

Air Canada's revenues are expected to be $4.43 billion, up 8.8% from the year-ago quarter.

CSX stock is moving. Watch the price action here. CSX Q2 Details       CSX reported quarterly earnings of 54 cents per share, which beat the consensus estimate of 52 cents, according to Benzinga Pro data.

Quarterly revenue came in at $3.94 billion, which beat the Street estimate of $3.9 billion.

Total volume of 1.68 million units for the quarter was 6% higher compared to the second quarter of 2025.

“Our second quarter results reflect the solid progress we’re making at CSX. Our railroaders successfully managed substantial volume growth while maintaining a consistent focus on safety and productivity, which allowed us to deliver improved financial performance,” said CEO Steve Angel.

“As we move into the second half of the year, we will strengthen our service execution as we continue to build momentum across the business,” Angel added.

CSX Stock Price Activity: According to data from Benzinga Pro, CSX stock was up 4.43% to $52.14 in Wednesday’s extended trading.  

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CSX (CSX - Free Report) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +8.00%. A quarter ago, it was expected that this freight railroad would post earnings of $0.39 per share when it actually produced earnings of $0.43, delivering a surprise of +10.26%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

CSX, which belongs to the Zacks Transportation - Rail industry, posted revenues of $3.94 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.99%. This compares to year-ago revenues of $3.57 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

CSX shares have added about 37.6% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for CSX?While CSX 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 CSX was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.51 on $3.86 billion in revenues for the coming quarter and $1.92 on $14.93 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Rail is currently in the bottom 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Canadian National (CNI - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 24.

This railroad is expected to post quarterly earnings of $1.39 per share in its upcoming report, which represents a year-over-year change of +3%. The consensus EPS estimate for the quarter has been revised 1.7% lower over the last 30 days to the current level.

Canadian National's revenues are expected to be $3.26 billion, up 5.5% from the year-ago quarter.

In the latest close session, Robinhood Markets, Inc. (HOOD - Free Report) was down 1.87% at $104.37. The stock's change was less than the S&P 500's daily loss of 0.14%. At the same time, the Dow lost 0.01%, and the tech-heavy Nasdaq lost 0.57%.

Shares of the company have appreciated by 3.01% over the course of the past month, outperforming the Finance sector's gain of 2.55%, and the S&P 500's gain of 0.25%.

Market participants will be closely following the financial results of Robinhood Markets, Inc. in its upcoming release. The company plans to announce its earnings on July 29, 2026. The company is forecasted to report an EPS of $0.39, showcasing a 7.14% downward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $1.22 billion, up 23.64% from the prior-year quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.86 per share and a revenue of $5 billion, representing changes of -9.27% and +11.78%, respectively, from the prior year.

Investors might also notice recent changes to analyst estimates for Robinhood Markets, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

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, 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. Within the past 30 days, our consensus EPS projection has moved 2.82% higher. Robinhood Markets, Inc. is currently a Zacks Rank #3 (Hold).

Digging into valuation, Robinhood Markets, Inc. currently has a Forward P/E ratio of 57.12. This indicates a premium in contrast to its industry's Forward P/E of 14.16.

We can additionally observe that HOOD currently boasts a PEG ratio of 2.25. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As of the close of trade yesterday, the Financial - Investment Bank industry held an average PEG ratio of 1.04.

The Financial - Investment Bank industry is part of the Finance sector. This industry, currently bearing a Zacks Industry Rank of 29, finds itself in the top 12% echelons of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow HOOD in the coming trading sessions, be sure to utilize Zacks.com.

Zscaler (ZS - Free Report) closed at $142.26 in the latest trading session, marking a -4.34% move from the prior day. This move lagged 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 cloud-based information security provider has risen by 17.87% in the past month, leading 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 Zscaler in its upcoming release. It is anticipated that the company will report an EPS of $1.09, marking a 22.47% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $877.19 million, reflecting a 21.96% rise from the equivalent quarter last year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.14 per share and a revenue of $3.33 billion, representing changes of +26.22% and +24.57%, respectively, from the prior year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Zscaler. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. As of now, Zscaler holds a Zacks Rank of #3 (Hold).

With respect to valuation, Zscaler is currently being traded at a Forward P/E ratio of 35.96. This indicates a discount in contrast to its industry's Forward P/E of 50.14.

Investors should also note that ZS has a PEG ratio of 2.46 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Security industry had an average PEG ratio of 3.11 as trading concluded yesterday.

The Security industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 48, this industry ranks in the top 20% of all industries, numbering over 250.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

Is the space industry burning up like a meteor entering the atmosphere, or is it experiencing some temporary turbulence? Rocket Lab (RKLB +1.00%) and Elon Musk's Space Exploration Technologies (SPCX -6.66%) have both tumbled in recent weeks. Shares of Rocket Lab opened the week of July 20 at around $68 per share, a far cry from the $151 price it reached back in late May.

While Rocket Lab has slipped in recent weeks, its shares have increased by more than 500% in the past five years. The company's market cap now exceeds $40 billion, more than four times its value at the beginning of 2025.

Let's have a look at the reasons behind the recent slide and what opportunities long-term investors may find beneath the noise.

Today's Change

(

1.00

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0.69

Current Price

$

69.81

What's happening to Rocket Lab's stock? Several conditions are currently at play, leading to the precipitous fall. First, Rocket Lab agreed to acquire Iridium Communications for $8 billion. Part of the deal will be funded through bridge financing. There's also been a slew of insiders selling their positions to take some profit off the table.

Lastly, Rocket Lab is competing for investor dollars within the space sector. Many investors rotated into SpaceX in late June. The larger story is that most of these happenings are short- to intermediate-term disturbances and not an indication of a failing business whatsoever.

The financials are more optimistic While the drop in stock price is nerve-racking, a deeper look at Rocket Lab's financials tells a much more positive story. In the first quarter of 2026, Rocket Lab reported record quarterly revenue just north of $200 million, a 63.5% jump from the year prior.

The company's backlog also reached $2.2 billion, and 31 new launch contracts were signed in the quarter. Rocket Lab sold more launches in the first quarter of 2026 than it did all of last year.

Image source: The Motley Fool.

Rocket Lab is set to announce its second-quarter results in early August. The end-to-end space company issued guidance indicating that revenue will continue to increase, reaching a high of $240 million. As margins and demand grow, the sky is literally and metaphorically the limit for Rocket Lab.

The takeaway for investors Investors should continue to expect tremendous volatility in Rocket Lab and other space-related stocks, as the industry remains nascent. For buy-and-hold investors, the sell-off is an opportunity to purchase a promising company that's quickly scaling its revenue and capabilities. Patience and a multi-year time horizon are essential, however, as Rocket Lab prepares to enter a new-age space race.

The space industry, as a whole, is expected to grow by more than 9% year over year through 2030. By the next decade, the space industry could have a market size approaching $800 billion. The opportunity for innovative leaders like Rocket Lab is immense.

(Kitco News) - Silver's brutal correction from January's record highs has disappointed investors, but one precious metals strategist says lower prices are exactly what the market needs to build a more sustainable bull market.

In his latest outlook, Nitesh Shah, Head of Commodities and Macroeconomic Research at WisdomTree, said silver should recover toward $70 an ounce by the second quarter of 2027, supported primarily by stronger gold prices. But unlike the speculative frenzy that briefly pushed silver above $120 an ounce earlier this year, the next advance is expected to be driven by improving fundamentals rather than momentum trading.

"Silver's exuberance in January 2026 is now clearly in the rear-view mirror," Shah wrote. "We therefore see silver rising towards US$70/oz, but view this as a fundamentally supported move rather than a repeat of January's speculative spike."

Despite persistent volatility, silver has managed to hold critical support above $50 an ounce. Spot silver last traded at $59.72 an ounce, up nearly 2% on the day.

In an interview with Kitco News last month, Shah said investors should not interpret silver’s months-long correction as evidence that the precious metals long-term outlook has deteriorated. Instead, he argued the metal is simply following gold—as it always has.

"Silver just moves with gold, right? With a high beta,” he said. “It was true on the way up, it's got to be true on the way down."

Although painful for investors, Shah said lower prices are welcome for industrial consumers that struggled with January's rally.

WisdomTree's report warns that silver prices above $120 an ounce would have accelerated industrial demand destruction, while even prices around $60 an ounce are likely to encourage manufacturers to reduce silver usage where possible. Softer Chinese solar demand, easing inventory tightness and a gradual increase in mine supply should also help cool the market after January's speculative surge.

During the interview, Shah also expanded on that theme, noting that manufacturers have been forced to absorb a dramatic increase in input costs despite the recent correction.

"Silver's down, what, 18% year-to-date? That sounds huge, but if you look at where silver was one year ago, we're 60% up from that," he said. "Manufacturers have to face a 60% higher cost. That's not easy to bear."

He added that the pressure is particularly acute in the solar sector, where silver represents a meaningful share of production costs.

"When you're a solar panel manufacturer, for example, silver's a large part of your cost base. You'd look to other technologies," he said.

Shah said bringing prices back to more sustainable levels ultimately protects one of silver's biggest long-term advantages—its growing industrial demand.

At the same time, he remains constructive on the investment outlook because silver should continue benefiting from the same macroeconomic forces supporting gold. WisdomTree expects gold to climb above $4,560 an ounce within the next 12 months, providing the primary catalyst for silver's recovery.

Unlike gold, however, silver's smaller market and larger retail investor base make it inherently more volatile.

"Silver is a smaller market than gold and has a significant degree of retail participation," Shah wrote. "As a result, it is more prone to speculative episodes.”

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

© sdf_qwe / Shutterstock.com

On Invest Like the Best episode 483, investor Matthew Smith warned that the natural gas market looks like the memory chip market did about a year before its shortage-driven repricing. “Imagine being short memory a year ago or 18 months ago and finding out all of a sudden you’re short memory. That is what this natural gas market looks like to us, not 2 years out, but 6+ months out.” The memory shortage sent Micron stock up more than 7x, and Smith thinks gas is roughly 12 months behind that same setup.

The Counterparty Risk Nobody Priced In Smith’s core concern is that hyperscalers signing power contracts have not stress-tested the fuel side. “Counterparty risk isn’t something we’ve really talked about during the last couple of years in the AI boom,” he warned that natural gas could become “20, 30, or 40% of their cost of doing business” at exactly the moment they are supposed to hit profitability escape velocity.

He is skeptical of the fuel-cell workaround now being marketed to data center developers: “we are very cynical whether you can deploy fuel cells at scale because there isn’t the gas in the system to power those 24/7, 365.” The host’s response reframed the problem as an efficiency race, noting that “performance per watt is probably a compute metric that we’re gonna care more and more about.”

Smith flagged engineering and construction firms trading at “25 times cash flow, which is a historically high multiple”, warning that by 2029 or 2030 the ability to build more gas plants may hit economic and regulatory walls. His counsel was to pursue “accretive M&A to backfill and diversify” while the window is open.

Five Stocks Along the Gas-to-Power Chain The five names below illustrate who sits along the supply chain Smith’s thesis implicates. Henry Hub spot averaged $2.83 on July 13, 2026, and the EIA forecasts Henry Hub to average about $3.50/MMBtu in 2026 and $3.18/MMBtu in 2027, a level the futures curve does not yet price as a shortage.

Expand Energy Expand Energy (NASDAQ:EXE | EXE Price Prediction) is the largest US pure-play gas producer post-Southwestern merger. Q1 2026 revenue was $4.40 billion with a $4.95/Mcfe realized price. CEO Mike Wichterich told analysts that “nearly 90% of expected U.S. demand growth can be served by our assets.” Shares trade at a 7 trailing PE with an analyst target of $125.16. See EXE’s Q1 8-K.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Williams Companies didn't make the cut. Grab the names FREE today.

EQT EQT (NYSE:EQT) reported Q2 2026 production of 634 Bcfe and raised full-year guidance by roughly 90 Bcfe. CFO Jeremy Knop said “our initial bull case of 10 Bcf per day looking more like the new base case” for power demand growth. EQT trades at a 9 trailing PE.

Williams Companies Williams Companies (NYSE:WMB) is the pipeline layer. Q1 2026 adjusted EBITDA hit a record $2.25 billion, up 13% year over year. CEO Chad Zamarin noted the company has “grown gas demand by 50% over the last 10 years” with no new pipeline into New York or New England. Shares are up 23.81% year to date.

Cheniere Energy Cheniere Energy (NYSE:LNG) exported a record 187 LNG cargoes in Q1 2026, raising 2026 Consolidated Adjusted EBITDA guidance to $7.25 billion to $7.75 billion. CEO Jack Fusco cited “the elevated volatility in global energy markets today” as the case for more capacity. Cheniere is up 35.75% year to date.

GE Vernova GE Vernova (NYSE:GEV) makes the gas turbines. Q2 2026 bookings were $24.20 billion with backlog of $176 billion. CEO Scott Strazik confirmed a path to 30 GW of annual gas turbine output by 2030. GEV trades at a 32 trailing PE.

What to Watch Smith’s timeline is the tell. If the shortage he describes shows up in six months rather than two years, the market will reprice the entire chain from wellhead to turbine at once. If EIA’s baseline holds, the memory analogy dissolves. Urgency tends to spur solutions before crisis prices arrive.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Williams Companies didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

In the latest close session, McKesson (MCK - Free Report) was down 1.79% at $814.04. This change lagged the S&P 500's 0.14% loss on the day. Meanwhile, the Dow experienced a drop of 0.01%, and the technology-dominated Nasdaq saw a decrease of 0.57%.

Heading into today, shares of the prescription drug distributor had gained 8.5% over the past month, outpacing the Medical sector's gain of 5.8% and the S&P 500's gain of 0.25%.

Investors will be eagerly watching for the performance of McKesson in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 5, 2026. The company's upcoming EPS is projected at $9.59, signifying a 16.10% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $104.39 billion, up 6.7% from the prior-year quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $44.28 per share and revenue of $432.77 billion. These totals would mark changes of +13.22% and +7.27%, respectively, from last year.

Investors might also notice recent changes to analyst estimates for McKesson. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, 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 shifted 0% upward. Currently, McKesson is carrying a Zacks Rank of #2 (Buy).

Looking at its valuation, McKesson is holding a Forward P/E ratio of 18.72. This valuation marks a premium compared to its industry average Forward P/E of 17.11.

It's also important to note that MCK currently trades at a PEG ratio of 1.36. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. MCK's industry had an average PEG ratio of 1.86 as of yesterday's close.

The Medical - Dental Supplies industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 74, finds itself in the top 31% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

First BanCorp. (FBP) Q2 2026 Earnings Call July 22, 2026 10:00 AM EDT

Company Participants

Ramon Rodriguez - Senior Vice President of Corporate Strategy / Investor Relations
Aurelio Alemán-Bermúdez - President, CEO & Director
Said Ortiz - Executive VP & CFO

Conference Call Participants

Arren Cyganovich - Truist Securities, Inc., Research Division
Kelly Motta - Keefe, Bruyette, & Woods, Inc., Research Division
Stephen Moss - Raymond James & Associates, Inc., Research Division
Manuel Navas - Piper Sandler & Co., Research Division

Presentation

Operator

Good morning, and welcome to the First BanCorp. Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded. I would now like to turn the call over to Ramon Rodriguez, First BanCorp.'s Corporate Strategy and Investor Relations Officer. Thank you. Please go ahead.

Ramon Rodriguez
Senior Vice President of Corporate Strategy / Investor Relations

Thank you, [ Julianne ]. Good morning, everyone, and thank you for joining First BanCorp.'s conference call and webcast to discuss the company's financial results for the second quarter of 2026. I'm here with Aurelio Aleman, President and Chief Executive Officer; and Said Ortiz, CFO, Chief Financial Officer. Before we begin today's call, it is my responsibility to inform you that this call may involve certain forward-looking statements such as projections of revenue, earnings and capital structure as well as statements on the plans and objectives of the company's business. The company's actual results could differ materially from the forward-looking statements made due to the important factors described in the company's SEC filings. The company assumes no obligation to update any forward-looking statements made during the call. If anyone does not already have a copy of the webcast presentation or press release, you can access them at our website at fbbinvestor.com. At this time, I'd like to turn the call over to our CEO, Aurelio Aleman.

New York, New York and New Orleans, Louisiana--(Newsfile Corp. - July 22, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until August 28, 2026 to file lead plaintiff applications in a securities class action lawsuit against Hub Group, Inc. ("Hub" or the "Company") (NASDAQ: HUBG), if they purchased or otherwise acquired the Company's securities between April 28, 2023, and May 11, 2026, inclusive (the "Class Period"). This action is pending in the United States District Court for the Northern District of Illinois.

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https://www.youtube.com/watch?v=aqHdidapNT0

What You May Do

If you purchased securities of Hub as above and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, contact KSF Managing Partner Lewis Kahn toll-free at 1-833-538-3653 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-hubg/ to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by August 28, 2026.

>>>CLICK HERE for more information

About the Lawsuit

Hub Group and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.

On February 5, 2026, the Company disclosed that its financial statements and reports for the first three quarters of 2025 should not be relied upon due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025" and that it planned to restate the statements. On this news, the price of Hub Group shares fell approximately 18%, from $51.33 per share on February 5, 2026 to $41.96 on February 6, 2026.

Then, on May 12, 2026, the Company disclosed that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they should no longer be relied upon, and "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023." On this news, the price of Hub Group shares fell an additional 13%, from $41.86 per share at close on May 11, 2026 to $36.62 on May 12, 2026.

The case is Lawler v. Hub Group, Inc., et al, 26-cv-07596.

>>>To Learn More, Click HERE

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

>>>For More Information about the case, Click HERE

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306139

Source: Kahn Swick & Foti, LLC

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, /PRNewswire/ -- National shareholder rights firm Hagens Berman is investigating claims in a securities class action alleging violations of U.S. securities laws by Hub Group, Inc. (NASDAQ: HUBG). The suit contends the company and its senior executives provided false and misleading information to investors regarding the integrity of its financial reporting, revenue recognition practices, and the effectiveness of its internal controls.

REPORT YOUR HUBG LOSSES TO HBSS NOW

Class Period: Apr. 28, 2023 – May 11, 2026
Lead Plaintiff Deadline: Aug. 28, 2026
Visit: www.hbsslaw.com/investor-fraud/hubg
Contact the Firm Now: [email protected]
  844-916-0895

Hub Group, Inc. (HUBG) Securities Class Action:

The suit alleges that Hub Group's repeated disclosures throughout 2026 have revealed a pattern of severe accounting irregularities. The complaint claims the company intentionally or recklessly misled investors during the Class Period (April 28, 2023 – May 11, 2026) by:

Understating Costs: Failing to accurately report purchased transportation costs and accounts payable, leading to a $77 million accounting error in 2025 alone. Improper Revenue Recognition: Prematurely or incorrectly recognizing transactions, which rendered the company's 2023 and 2024 annual reports materially misstated. Internal Control Deficiencies: Maintaining inadequate disclosure controls and internal control over financial reporting, despite repeated public assurances of their effectiveness. The Truth Emerges 

The complaint alleges that the market's perception of Hub Group's stability was dismantled by two major corrective disclosures:

February 2026: The company revealed that financial statements for the first three quarters of 2025 were unreliable, causing an immediate 18% decline in share price. May 2026: Hub Group announced that its 2023 and 2024 annual reports were also materially misstated, compounding the decline with an additional 13% drop in share price. These revelations wiped out over $890 million in market capitalization, prompting the departure of the company's Chief Financial Officer and Chief Operating Officer in May 2026.

"Now that Hub Group has almost cleaned out its C-suite following accounting improprieties reaching all the way back to 2023, the core focus of our investigation is whether they were intentional or reckless with the goal of making financial metrics appear better than they actually were. We're also looking to see whether additional problems will surface when the company's review is completed," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.

Investor Rights and Lead Plaintiff Deadline 

Investors who purchased or acquired Hub Group common stock between April 28, 2023, and May 11, 2026, may be eligible to serve as lead plaintiff. The court-imposed deadline to move for appointment as lead plaintiff is August 28, 2026.

Submit your losses now Contact Our Attorneys: [email protected] HBSS Investor Hotline: 844-916-0895 If you'd like more information and answers to other frequently asked questions about the Hub Group case and the firm's investigation, read more »

Whistleblowers: Persons with non-public information regarding Hub Group should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

SOURCE Hagens Berman Sobol Shapiro LLP

New York, New York--(Newsfile Corp. - July 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the "Class Period"), of the important August 31, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Insulet 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 Insulet class action, go to https://rosenlegal.com/cases/insulet-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 31, 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, defendants made false and/or misleading statements and/or failed to disclose that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; 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 Insulet class action, go to https://rosenlegal.com/cases/insulet-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/306161

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.

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Russell L. Gordon, VP and CFO of RPM International Inc. (RPM +5.81%), reported a disposition of 1,137 shares of common stock on July 19, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$119,500Shares sold1,137Post-transaction shares (directly held)80,281Post-transaction value$8.16 millionKey questionsWhat were the mechanics behind this transaction?
The transaction was a non-discretionary sale of 1,137 shares at $105.08 per share to cover tax liabilities stemming from the vesting of performance stock units granted in 2023. This disposition was part of a pre-arranged tax-withholding process and does not reflect a discretionary trade based on the executive's view of the company's valuation.What is the insider's remaining equity exposure?
After this transaction, Gordon holds 80,281 shares directly. The CFO also holds 219,800 direct derivative securities, which include stock appreciation rights granted between 2017 and 2026 that vest in four equal annual installments.How does this activity align with the company's financial profile?
RPM International Inc. provides specialty chemicals for construction and industrial markets. As of the July 20, 2026, market close, the company had a market capitalization of $13 billion, with trailing twelve-month revenue of $7.7 billion and net income of $665.9 million.Company OverviewMetricValueShare Price (as of market close 2026-07-20)$101.63Market Capitalization$13.0 billionRevenue (TTM)$7.7 billionNet Income (TTM)$665.9 millionCompany SnapshotRPM International Inc. manufactures and distributes specialty chemicals for construction, industrial, specialty, and consumer markets, including waterproofing and coating systems, sealants, air barriers, roofing solutions, and resin flooring systems across four operating segments.The company generates revenue through the development and sale of high-performance specialty chemical products that address specific application needs in construction, building maintenance, industrial manufacturing, and consumer home improvement sectors.RPM serves a diverse customer base, including construction contractors, building maintenance professionals, industrial manufacturers, and residential consumers seeking specialized chemical solutions for waterproofing, sealing, bonding, and protective coating applications.RPM International Inc. is a $13.0 billion market capitalization specialty chemicals manufacturer generating $7.7 billion in TTM revenue. The company maintains a diversified portfolio across construction, industrial, and consumer markets, leveraging proprietary formulations and established distribution networks to compete in fragmented specialty chemical segments. RPM's strategic positioning in high-growth end markets such as building weatherization, infrastructure maintenance, and industrial flooring solutions provides sustainable competitive advantages through product differentiation and customer relationships.

What this transaction means for investorsThe performance shares that triggered this filing were granted in 2023 and paid out this month, which means the vesting rewards three years of results that just culminated in a strong finish. Gordon kept 80,281 shares plus a large stack of appreciation rights, and ultimately, nothing about a withholding trade signals his view of the stock.

The timing does line up with news, though. RPM just capped fiscal 2026 with record fourth-quarter results, each of its three segments growing sales and adjusted operating profit, and CEO Frank Sullivan noted the quarter marked "the 16th time in the past 18 quarters” the company hit record adjusted EBIT — despite eight straight quarters of weak do-it-yourself demand. Against the records, long-term investors should keep an eye on this dynamic and the consumer softness. RPM keeps setting profit highs on cost discipline and its construction and coatings segments, but a persistently weak DIY market is the drag that has offset its efficiency, and with shares down about 4% in the past year, it’s clear investors are craving more.

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About the Author

Jonathan Ponciano is a contributing stock market analyst at The Motley Fool. He has nearly a decade of experience as a financial journalist, most recently as an editor and senior reporter at Forbes focused on markets, technology, and entrepreneurship. Jonathan has also written for Investopedia and the Los Angeles Business Journal. He holds a dual B.A. in Business Journalism and Economics from the University of North Carolina at Chapel Hill and an M.B.A. from Columbia Business School. A North Carolina native now based in New York City, Jonathan has also lived in Mexico City and Los Angeles.

New York, New York--(Newsfile Corp. - July 22, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Ensign Group, Inc. (NASDAQ: ENSG) resulting from allegations that Ensign may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Ensign securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/the-ensign-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On June 8, 2026, Investing.com published an article entitled "Ensign Group stock tumbles after short seller report." The article stated that Ensign shares fell after "short seller Hunterbrook released a report alleging the nursing home operator's business model relies on inadequate patient care and gaming quality metrics." Further, the article stated that Hunterbrook "published findings from a five-month investigation claiming the company's profits depend on understaffing facilities while routing taxpayer dollars to executives and affiliates. The report alleges patients have suffered and died as a result."

On this news, Ensign's shares fell 8.15% on June 8, 2026.

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. 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.

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/306166

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.

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AppLovin (APP - Free Report) ended the recent trading session at $412.48, demonstrating a -3.78% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.14%. Meanwhile, the Dow experienced a drop of 0.01%, and the technology-dominated Nasdaq saw a decrease of 0.57%.

Shares of the mobile app technology company witnessed a loss of 8.21% over the previous month, trailing the performance of the Business Services sector with its gain of 4.1%, and the S&P 500's gain of 0.25%.

Market participants will be closely following the financial results of AppLovin in its upcoming release. The company plans to announce its earnings on August 5, 2026. The company is expected to report EPS of $3.72, up 64.6% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $1.94 billion, indicating a 53.99% growth compared to the corresponding quarter of the prior year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $15.93 per share and a revenue of $8.24 billion, indicating changes of +58.67% and +41.98%, respectively, from the former year.

It is also important to note the recent changes to analyst estimates for AppLovin. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, 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 witnessed a 0.28% decrease. Right now, AppLovin possesses a Zacks Rank of #3 (Hold).

Looking at its valuation, AppLovin is holding a Forward P/E ratio of 26.92. Its industry sports an average Forward P/E of 16.41, so one might conclude that AppLovin is trading at a premium comparatively.

One should further note that APP currently holds a PEG ratio of 0.7. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Technology Services industry had an average PEG ratio of 1.44 as trading concluded yesterday.

The Technology Services industry is part of the Business Services sector. At present, this industry carries a Zacks Industry Rank of 98, placing it within the top 40% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.