Realty Income Corp. (O - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this real estate investment trust have returned +5.6% over the past month versus the Zacks S&P 500 composite's +0.3% change. The Zacks REIT and Equity Trust - Retail industry, to which Realty Income Corp. belongs, has gained 2.6% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Realty Income Corp. is expected to post earnings of $1.09 per share, indicating a change of +3.8% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $4.45 points to a change of +4% from the prior year. Over the last 30 days, this estimate has changed +0.3%.
For the next fiscal year, the consensus earnings estimate of $4.6 indicates a change of +3.3% from what Realty Income Corp. is expected to report a year ago. Over the past month, the estimate has changed +0.3%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Realty Income Corp..
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Realty Income Corp., the consensus sales estimate for the current quarter of $1.54 billion indicates a year-over-year change of +9%. For the current and next fiscal years, $6.27 billion and $6.78 billion estimates indicate +9% and +8.2% changes, respectively.
Last Reported Results and Surprise HistoryRealty Income Corp. reported revenues of $1.55 billion in the last reported quarter, representing a year-over-year change of +12.2%. EPS of $0.33 for the same period compares with $1.06 a year ago.
Compared to the Zacks Consensus Estimate of $1.5 billion, the reported revenues represent a surprise of +3.36%. The EPS surprise was +2.73%.
Over the last four quarters, Realty Income Corp. surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Realty Income Corp. is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Realty Income Corp.. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
Leggett & Platt (LEG - Free Report) is a stock many investors are watching right now. LEG is currently sporting a Zacks Rank #2 (Buy) and an A for Value.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. LEG has a P/S ratio of 0.37. This compares to its industry's average P/S of 0.48.
Finally, our model also underscores that LEG has a P/CF ratio of 4.78. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. LEG's P/CF compares to its industry's average P/CF of 7.99. Over the past 52 weeks, LEG's P/CF has been as high as 61.65 and as low as 3.05, with a median of 4.80.
These figures are just a handful of the metrics value investors tend to look at, but they help show that Leggett & Platt is likely being undervalued right now. Considering this, as well as the strength of its earnings outlook, LEG feels like a great value stock at the moment.
Německé akcie, měřené indexem DAX, ve středu přidaly 0,58 % na 25 155,41 b.
Dařilo se akciím výrobce letadel a letecké techniky Airbus (+7,1 %) po zveřejnění finančních cílů pro nadcházející roky, dodavateli systémů pro potravinářský, nápojový a farmaceutický průmysl společnosti GEA Group (+5,7 %) po reportu předběžných výsledků a výrobci polovodičů Infineon Technologies (+3,4 %). Naopak oslabovaly akcie energeticko-technologické společnosti Siemens Energy (-3,7 %), zřejmě v reakci na výsledky amerického konkurenta GE Vernova, které sice překonaly odhady, avšak nenaplnily vysoká očekávání investorů. Ztrácely také akcie softwarové společnosti SAP (-3,2 %) a provozovatele online realitní platformy Scout24 (-2,4 %).
Celoevropský index STOXX Europe 600 rovněž posílil, konkrétně o 0,58 % na 646,93 b. V zisku se ocitla většina sektorů, nejvíce rostly energie (+1,77 %), utility (+1,48 %) a základní materiály (+1,21 %). Naopak nejvíce oslabovaly sektory zbytné spotřeby (-0,35 %), informačních technologií (-0,29 %) a zdravotní péče (-0,19 %).
Index DAX +0,58 % na 25155,41 b. Nejsilnější akcie Změna Nejslabší akcie Změna Airbus (AIR) +7,1 % Siemens Energy (ENR) -3,7 % GEA Group AG (G1A) +5,7 % SAP (SAP) -3,2 % Infineon Technologies (IFX) +3,4 % Scout24 SE (G24) -2,4 % Deutsche Telekom (DTE) +2,1 % Bayer (BAYN) -1,4 % Merck (MRK) +2,0 % Fresenius Medical Care (FME) -1,3 % Zdroj: Bloomberg
Duke Energy (DUK - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this electric utility have returned +0.7%, compared to the Zacks S&P 500 composite's +0.3% change. During this period, the Zacks Utility - Electric Power industry, which Duke Energy falls in, has gained 1%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Duke Energy is expected to post earnings of $1.28 per share for the current quarter, representing a year-over-year change of +2.4%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.6%.
For the current fiscal year, the consensus earnings estimate of $6.72 points to a change of +6.5% from the prior year. Over the last 30 days, this estimate has changed +0.2%.
For the next fiscal year, the consensus earnings estimate of $7.15 indicates a change of +6.4% from what Duke Energy is expected to report a year ago. Over the past month, the estimate has changed +0.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Duke Energy.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Duke Energy, the consensus sales estimate of $7.69 billion for the current quarter points to a year-over-year change of +2.5%. The $33.66 billion and $35.49 billion estimates for the current and next fiscal years indicate changes of +4.4% and +5.4%, respectively.
Last Reported Results and Surprise HistoryDuke Energy reported revenues of $9.18 billion in the last reported quarter, representing a year-over-year change of +11.3%. EPS of $1.93 for the same period compares with $1.76 a year ago.
Compared to the Zacks Consensus Estimate of $8.42 billion, the reported revenues represent a surprise of +8.97%. The EPS surprise was +7.82%.
Over the last four quarters, Duke Energy surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Duke Energy is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Duke Energy. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Let's take a look at what these Wall Street heavyweights have to say about Unity Software Inc. (U - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Unity Software currently has an average brokerage recommendation (ABR) of 1.73, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 26 brokerage firms. An ABR of 1.73 approximates between Strong Buy and Buy.
Of the 26 recommendations that derive the current ABR, 16 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 61.5% and 3.9% of all recommendations.
Brokerage Recommendation Trends for U
Check price target & stock forecast for Unity Software here>>>
While the ABR calls for buying Unity Software, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is U Worth Investing In?In terms of earnings estimate revisions for Unity Software, the Zacks Consensus Estimate for the current year has increased 5.6% over the past month to $1.03.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Unity Software. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for Unity Software may serve as a useful guide for investors.
The second quarter of 2026 is expected to have extended the artificial intelligence buildout that has become the defining catalyst for Internet stocks, with monetization trends, cloud demand and agentic commerce infrastructure likely driving sentiment more than any single quarter's headline numbers. Hyperscalers entered the quarter with aggressive spending commitments already firmly in place, setting up an environment where the real test was whether that enormous spending was translating into durable, visible revenue growth.
Drawing on our proprietary research and market insight, we’ve identified four Internet stocks — Block (XYZ - Free Report) , Unity Software (U - Free Report) , Amazon (AMZN - Free Report) and Arista Networks (ANET - Free Report) — that appear well-positioned to beat earnings estimates this season.
AI Capex and Cloud MomentumCombined 2026 capital expenditure plans from Amazon, Alphabet, Meta and Microsoft stood at roughly $720-$725 billion, up sharply from the prior year, and were expected to keep flowing into the second quarter as demand for compute continued outpacing supply. Alphabet's $180-$190 billion full-year capex outlook, tied to accelerating Google Cloud demand, is expected to have supported continued double-digit cloud growth through the quarter. Microsoft's Azure momentum and a rapidly expanding annualized AI revenue run rate were likewise expected to carry into the second quarter, alongside a $625 billion commercial bookings backlog signaling durable enterprise AI commitments. Amazon Web Services, coming off its fastest growth in 15 quarters, was projected to keep accelerating on rising Bedrock adoption and a swelling order backlog. Meta's widened $125-$145 billion capex guidance and the newly debuted Muse Spark foundation model pointed to a consumer AI push expected to intensify through the quarter, even as Reality Labs losses continued to weigh on margins.
Digital Advertising and Agentic CommerceAdvertising is expected to have remained the sector's most dependable growth driver in the second quarter, with Gemini integrations across Search continuing to lift ad conversion and Amazon's Rufus AI shopping prompts and connected TV inventory projected to sustain double-digit advertising growth. A newer theme is expected to have gained real traction as the quarter progressed: agentic commerce. Google's AI Mode, already reaching roughly one billion monthly users, and its Universal Commerce Protocol, drawing participation from Shopify, Etsy, Walmart, Visa and Stripe, positioned AI assistants to begin transacting directly with merchants. Analysts increasingly framed agentic shopping as a large multi-trillion-dollar opportunity by 2030, a trend expected to gather momentum through the second quarter and beyond.
Sentiment entering the quarter is expected to stay selective, rewarding strong cloud results while penalizing heavy infrastructure spending without matching revenue proof. A reported delay to Alphabet's Gemini 3.5 Pro model briefly unsettled sentiment during the quarter and drew securities-law scrutiny, underscoring how closely investors were tracking AI model execution alongside spending. Even so, steadily expanding enterprise cloud backlogs, accelerating ad yields and steady consumer engagement are expected to keep the broader narrative constructive as the quarter progressed toward actual second-quarter earnings, due from Alphabet, Microsoft, Meta and Amazon across late July.
Taken together, the second quarter suggested the Internet sector is moving past the "is AI real" debate into a phase focused on monetization discipline and agentic commerce infrastructure. With advertising resilient and AI-native shopping scaling toward mainstream adoption, Internet stocks appear positioned to sustain momentum into third-quarter earnings, provided the industry's infrastructure bet keeps converting into durable revenue growth.
How to Make the Right Pick?With the presence of several industry participants, finding the right software stocks with the potential to beat on earnings can be daunting. Our proprietary methodology, however, makes this task fairly simple.
You could narrow down your choices by looking at stocks that have the perfect combination of two key elements — a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Earnings ESP is our proprietary methodology for determining stocks that have the maximum chances of beating estimates in their next earnings announcement. It is the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate.
Our research shows that for stocks with this favorable mix of ingredients, the odds of a positive earnings surprise are as high as 70%.
Best BetsGiven below are four Internet stocks that have the favorable combination to beat on earnings this reporting cycle:
Block is scheduled to report second-quarter 2026 results on Aug. 5. Management guided to roughly $3.04 billion in gross profit, $740 million in adjusted operating income, and 86 cents adjusted EPS, alongside a raised full-year outlook reflecting broadening momentum across Cash App and Square. In April, Block expanded its global Uber partnership, extending Square's native Uber Eats integration internationally while launching Cash App Pay across Uber platforms in the United States, widening merchant and consumer reach. Through May and June, AI tools including MoneyBot and ManagerBot scaled toward full seller rollout, while Square Financial Services introduced high-yield savings for sellers. New commerce wins with Sherwin-Williams, Sofive and Ladurée Canada further validate Square's platform, reinforcing durable, multi-pronged ecosystem expansion heading into the quarter.
The Zacks Consensus Estimate for second-quarter earnings has remained steady at 86 cents per share in the past 30 days. The company currently has an Earnings ESP of +0.23% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Unity Software is scheduled to report second-quarter 2026 results on Aug. 6. Unity Software's growth path into the second quarter looks encouraging, anchored in a reshaped, higher-margin business. April's extended multi-year partnership with Meta strengthens Unity Software's grip on VR development tools, while the planned sunset of the ironSource Ads Network signals continued portfolio discipline. May brought Bernard Kim's board appointment, adding gaming-platform leadership experience, alongside management's guidance for strategic revenue growth of 29-32% year over year, with Strategic Grow accelerating 50-52% on Vector's momentum. Management targets Vector exiting 2026 at an annualized run rate above $1 billion. June's rollout of direct-to-consumer capabilities within Unity IAP broadens developer monetization options. With cash reserves of $2.15 billion and disciplined spending, these developments support management's outlook for GAAP profitability by year-end, underscoring continued positive momentum heading into the quarter.
The Zacks Consensus Estimate for second-quarter earnings has remained steady at 24 cents per share in the past 30 days. The company currently has an Earnings ESP of +2.74% and sports a Zacks Rank #1.
Amazon is set to report second-quarter 2026 results on July 30. The company’s second-quarter momentum is likely to have been shaped by an expanding artificial-intelligence and retail ecosystem. AWS entered the quarter carrying strong customer demand for Trainium chips, reinforced by Anthropic's April commitment to secure up to five gigawatts of current and future generations of Trainium capacity, alongside expanded NVIDIA GPU deployments and a Cerebras inference collaboration. In May, the company unified Rufus and Alexa+ into Alexa for Shopping, extending agentic commerce across its U.S. customer base without requiring Prime membership. June brought Prime Day across 26 countries, with record same-day and next-day delivery speeds, plus AWS' "What's Next" event introducing Amazon Quick and Bedrock Managed Agents built with OpenAI. Together, these developments point to broadening cloud, AI and retail engagement supporting continued growth.
The Zacks Consensus Estimate for second-quarter earnings has remained steady at $1.82 per share in the past 30 days. The company currently has an Earnings ESP of +0.16% and a Zacks Rank #2.
Arista Networks is scheduled to report second-quarter 2026 results on Aug. 4. The company is expected to have benefited from broadening structural demand for AI networking infrastructure. Management guided second-quarter revenues to approximately $2.8 billion, with a non-GAAP operating margin of 46-47% and non-GAAP EPS near 88 cents, signaling sustained momentum into the AI supersystem era. In May, the company raised its full-year 2026 revenue outlook to $11.5 billion and lifted its AI networking target to $3.5 billion, reflecting confidence in widening hyperscaler and enterprise adoption. April's investor engagement calendar reinforced visibility into this expanding pipeline. In June, Arista unveiled the 7060XE7 Series, extending its Etherlink portfolio with 1.6-terabit platforms built for rack-scale AI fabrics. Alongside a 2026 Net Promoter Score of 89, these developments support a constructive outlook for continued AI-led networking expansion.
The Zacks Consensus Estimate for earnings has moved north by 1.1% to 89 cents per share in the past 30 days. The company currently has an Earnings ESP of +3.08% and a Zacks Rank #2.
Aftermath Silver Ltd (TSX-V:AAG, OTCQX:AAGFF, FRA:FLM1) announced that it has started drilling at the eastern edge of its Berenguela project in Peru to test for high-grade copper mineralization beyond the current mineral resource estimate, while also launching a drill program at its Challacollo silver-gold project in northern Chile.
The company said the Berenguela program will initially include up to 1,000 metres of core drilling targeting an eastern copper zone, following previous drill results that intersected high-grade copper and silver mineralization. The program may be expanded depending on results.
Shares of Aftermath gained 6.2% in Toronto on Wednesday morning.
Aftermath Silver CEO Ralph Rushton said the company is investigating the potential for additional high-grade copper mineralization outside the current resource area after encouraging drilling results from 2024 and 2025.
"Our previous drilling in 2024/2025 on the eastern margins of the MRE was extremely positive and with the copper spot price close to its all-time high I look forward to reporting on the results of the drilling later this year," Rushton said in a statement.
At the Challacollo project in Chile's Region I, Aftermath has begun an initial five-hole, approximately 800-metre diamond drilling program aimed at expanding the existing silver-gold resource and testing additional exploration targets.
The company said the program will target extensions of known veins, previously identified but untested veins, and selected reverse circulation holes to gather additional geological and metallurgical information. Drilling will focus on the Lolón North, Lucy North and Palermo North target areas.
Rushton said the Challacollo campaign is intended to increase the company's exposure to silver alongside its flagship Berenguela project. "Our objective at Challacollo is to expand and increase the mineral resource and this is the first step toward that goal," he said.
According to a 2020 NI 43-101 technical report, the Challacollo project hosts indicated mineral resources of 6.64 million tonnes containing 35.15 million ounces of silver and 58,000 ounces of gold, along with inferred resources of 2.8 million tonnes containing 11.14 million ounces of silver and 15,000 ounces of gold.
Varon Corp (OTCID:OZSC) announced that Ballislife Drink Inc, its joint venture with Varon USA and Ballislife Inc, has signed a multi-year exclusive deal giving an Alberta-based company that controls Shoot 360 Canada distribution rights across the country.
The agreement supports the nationwide rollout of Ballislife HYDRO Sports Drink in Canada and begins with an opening purchase order valued at approximately C$100,000, representing nearly 65,000 cans.
It includes progressively increasing annual minimum purchase commitments aggregating to C$13.75 million over its initial five-year term.
Shoot 360 describes itself as the world's leading immersive basketball training experience, combining in-person player development with technology, digital gamification and virtual competition. Its network includes more than 50 locations worldwide and provides coaching and data-driven training for basketball players of varying ages and skill levels.
Ballislife Drink will retain certain strategic distribution rights under the agreement, giving the company flexibility to pursue select opportunities while its new partner leads the broader national rollout.
Although Ballislife HYDRO's commercial launch has initially focused on the US, the opportunity originated through inbound interest from the team behind Shoot 360's Canadian expansion.
The company said the combination of Ballislife's audience and cultural influence with Shoot 360's player-development network creates a differentiated foundation for introducing HYDRO to Canadian consumers and retailers.
"Ballislife has built one of the most recognizable and influential brands in basketball, and we saw an opportunity to introduce HYDRO to a market where that brand already resonates," said Fadi Smaidi, who is leading Shoot 360's expansion in Canada.
"Shoot 360 is built around helping athletes improve through coaching, technology and community, while Ballislife has become an important voice within basketball culture. We believe HYDRO fits naturally within that environment and has significant potential with Canadian players, families, fans and retailers."
Benjamin Schubert, CEO of Varon Corp (OTCID:OZSC), said the agreement was “particularly meaningful” given its origination.
"Ballislife HYDRO had not yet formally launched in Canada, but the strength of the Ballislife platform had already created interest from an organization deeply connected to the country's basketball community. We believe that speaks to the recognition Ballislife has built beyond the United States and the momentum HYDRO is beginning to generate."
The deal delivers immediate revenue from the initial order, Varon president and CFO Lior Srulovicz noted.
"For an emerging consumer brand, an important milestone is converting recognition and consumer interest into contracted commercial growth," Srulovicz said. "This agreement provides immediate revenue through the initial purchase order while establishing a framework for significant expansion over the coming years. More broadly, it validates the ecosystem we are building around Ballislife HYDRO."
OZOP and Varon Corp (OTCID:OZSC) are working through standard steps ahead of closing the previously disclosed transaction between the two companies.
Shares of OZOP gained nearly 20% at the opening bell on Wednesday.
Jefferies believes detailed data on AstraZeneca PLC's (LSE:AZN, NASDAQ:AZN) experimental lung drug tozorakimab could more than compensate investors for the recent failure of a separate heart trial.
The bank has reiterated its buy rating and 17,500p price target, implying 41% upside from the current 12,380p, and flagged the 8 September presentation at the European Respiratory Society congress as the key catalyst.
The collapse of the CARDIO-TTRansform study stripped $4 billion from Jefferies' longer-term forecasts and cut roughly 30 basis points from its estimated growth rate for 2027 to 2030.
Analyst Michael Leuchten argues that loss is recoverable and that the market is underappreciating what tozorakimab could add.
The drug targets IL-33, an inflammatory signalling protein released when lung tissue is damaged by smoke or infection, and would be the first medicine of its kind approved for chronic obstructive pulmonary disease, a progressive condition that narrows the airways.
Three trials have already reported positive headline results, but the underlying numbers have not been published.
What matters commercially is breadth of label.
Existing biologic treatments such as Sanofi and Regeneron's Dupixent work mainly in patients with high eosinophil counts, a type of white blood cell, which restricts them to somewhere between 10% and 40% of the patient population.
Because IL-33 acts further upstream, tozorakimab could work regardless of eosinophil levels, opening the door to current smokers and patients with low counts who have no approved biologic option.
Jefferies' statistical modelling suggests the drug is likely delivering at least a 30% reduction in flare-ups among former smokers, comfortably competitive with Dupixent, with a signal in other subgroups.
On that basis, the bank puts peak sales at more than $5 billion beyond 2030, against consensus of $2.9 billion for 2032.
It also cautions that AstraZeneca will need more than one drug in the category, with roughly half the rival pipeline of dual-target antibodies originating in China and progressing quickly.
Uber logo is seen in this illustration taken July 16, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJuly 22 (Reuters) - A federal judge has ruled that New York City cannot prohibit Uber Technologies (UBER.N), opens new tab and Lyft (LYFT.O), opens new tab from deactivating drivers from their apps without advance notice, ruling that the novel law is unconstitutional.
U.S. District Judge Gregory Woods in Manhattan said in a written ruling on Tuesday that the city's law adopted earlier this year benefits a small fraction of drivers while interfering with the ride-hailing companies' right to police the safety of their platforms.
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"Uber and Lyft are likely to succeed in showing that the law protects a narrow class of drivers and does not advance the broader social or economic interest which the U.S. Constitution requires to permit the severe impairment of their contracts," Woods wrote.
The judge issued a preliminary injunction blocking the city from enforcing the law, which was set to take effect July 28, pending the outcome of consolidated lawsuits filed by the companies last month.
Lyft said in a statement provided by a spokesperson that "we're pleased the court recognized the serious safety concerns at the heart of this challenge."
Separately, Uber spokesman Josh Gold said: "The opinion underscores that driver fairness and rider safety can and must go hand in hand.”
The New York City Law Department did not immediately respond to requests for comment.
The law, one of the first of its kind inthe U.S., was passed in January after the New York City Council overwhelmingly overrode a veto by former Mayor Eric Adams, a Democrat. Adams had said, opens new tab that the law would create an expensive and unwieldy new bureaucracy to handle wrongful deactivation claims.
The law requires that ride-hailing services give drivers 14 days' notice before deactivating them from apps, with an exception for "egregious misconduct," and potentially rehire drivers deactivated since 2019 solely because they did not receive such notice.
Uber and Lyft in lawsuits filed a day apart in June said that the law violated their due process and free speech rights under the U.S. Constitution. They said the law threatened to undermine their reputation and goodwill while keeping unsafe drivers, including those accused of sexual misconduct, on the road.
Reporting by Daniel Wiessner in Albany, New York; Editing by Alexia Garamfalvi and Mark Porter
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Dan Wiessner (@danwiessner) reports on labor and employment and immigration law, including litigation and policy making. He can be reached at [email protected].
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Bristol Myers Squibb (BMY - Free Report) New York-based Bristol Myers is one of the leading global specialty biopharmaceutical companies focused on developing treatments targeting severe diseases. Blockbuster immuno-oncology drug Opdivo maintains momentum on consistent label expansions. The company’s efforts to revive its portfolio amid generic competition for legacy drugs like Revlimid, Pomalyst, Sprycel and Abraxane are impressive.
BMY is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Medical stock. BMY has a Momentum Style Score of B, and shares are up 9.7% over the past four weeks.
Eight analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.02 to $6.34 per share. BMY also boasts an average earnings surprise of +16.5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BMY should be on investors' short list.
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Super Micro Soars Late On Booming Margins, Orders; Dell, HP Enterprise Also Rally
Stock Market Rally Defies Rising Oil, Bond Yields; Chips Lead As Seagate, Micron Make Bullish Moves Micron Technology (MU) stock showed some positive signs on Tuesday, closing 12.17% higher on the day and breaking above its 50-day moving average. It's holding those gains so far, despite a market pullback. Shares of the memory chips and storage maker have been under pressure for the last month. But they seem to have found support at the 800 level.…
SummaryMicron Technology, Inc. remains a volatile but fundamentally strong AI-driven memory leader, with persistent HBM shortages driving its recent surge.Despite recent corrections, MU’s risk-reward profile is now more attractive, supported by robust demand and favorable technicals above EMA50.Valuation remains reasonable: non-GAAP P/E at 13.2x (17% below sector median), with forward EV/Sales elevated.Hyperscaler capex trends are the key forward risk, and I think any pullback from major customers could materially impact MU’s demand outlook.I hereon share my sentiment on MU stock and why I think the risk-reward is favorable at current levels. eugenesergeev/iStock via Getty Images
Past coverage, and where I went wrong: Micron Technology, Inc. (MU) has been on thin ice lately. The conversation around the AI trade, and rather the sustainability of it, has become a central focal point for investors
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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways Intuitive Surgical kept full-year procedure growth guidance despite slower U.S. da Vinci procedures.ISRG expanded operating margin and raised gross margin outlook on cost cuts and manufacturing efficiencies.Intuitive Surgical's advanced AI software, robotics and international expansion will support long-term growth. Intuitive Surgical (ISRG - Free Report) continues to command a valuation premium over the medical technology industry, though that premium has narrowed significantly. The stock currently trades at 9.89X forward 12-month sales, its lowest level in the past 18 months compared with a historical median of 15.89X, while the industry trades at 3.77X. The compressed multiple reflects investor concerns over moderating U.S. procedure growth, but the company's latest results suggest its long-term competitive advantages remain intact.
The key overhang is slowing procedure growth. U.S. da Vinci procedures rose 12% in the second quarter, below recent trends, as management cited deferred benign surgeries due to changes in ACA premium subsidies and the law of large numbers. However, the company maintained its full-year procedure growth guidance of 13.5-15.5%, expecting results near the midpoint, indicating confidence that deferred demand will eventually return.
Meanwhile, profitability continues to strengthen. Second-quarter adjusted gross margin expanded 30 basis points (bps) to 70% and adjusted operating margin expanded 330 bps to 42%, supported by product cost reductions, operating leverage and robust adoption of da Vinci 5. Management also raised its full-year gross margin outlook by 50 bps to 68-69%, highlighting the ability of the business to offset inflationary pressures through scale and manufacturing efficiencies.
Beyond procedures, Intuitive Surgical is widening its competitive moat through software and ecosystem expansion. The company rolled out the first wave of more than 100 planned da Vinci 5 software updates, renewed its My Intuitive+ AI-enabled digital platform without customer opt-outs and continues to invest heavily in AI and workflow automation. Product innovation remains robust with continued momentum in SP and Ion, expansion of XiR into cost-sensitive markets, development of a next-generation GI robotic platform and new cardiac-specific technologies.
Geographic diversification also provides an important growth lever. While China remains challenging, strong momentum in Europe, India, Japan and other international markets, coupled with favorable reimbursement changes and broader robotic adoption, supports long-term expansion. Investments in new indications, higher-value software offerings and next-generation robotics reinforce Intuitive Surgical's durable growth profile. Although near-term procedure moderation may keep valuation multiples below historical peaks, the company's innovation engine, recurring revenue model and expanding global footprint justify its continued premium over industry peers.
Peer UpdatesGlaukos (GKOS - Free Report) continues to command a premium valuation, trading at 12.54X forward sales, well above its five-year median of 9.9X and the industry's 3.77X, reflecting investors' confidence in its ability to create entirely new ophthalmology markets. The first quarter reinforced this narrative with 41% revenue growth, driven by rapid adoption of iDose TR, a raised full-year revenue outlook and the commercial launch of Epioxa. Management believes Epioxa can become another transformational growth platform. Beyond these launches, an expanding clinical pipeline, growing reimbursement support, international glaucoma expansion and a disciplined focus on operating leverage strengthen the long-term investment case. While execution risks around Epioxa reimbursement and competitive pressures remain, sustained innovation, multiple growth drivers and a diversified ophthalmology portfolio support Glaukos' ability to justify its premium valuation over time.
IDEXX Laboratories (IDXX - Free Report) trades at 8.81x forward sales, below its five-year median of 10.14x but still well above the industry's 3.77x, reflecting its durable competitive advantages in veterinary diagnostics. The first quarter demonstrated why investors continue to assign a premium, as the company delivered 14% reported revenue growth, expanded operating margins and raised full-year guidance despite declining clinic visits. Growth continues to be driven by higher diagnostics utilization, premium instrument placements, expanding recurring revenues, cloud-based software adoption and AI-enabled innovations such as inVue Dx and Cancer Dx. High customer retention, increasing international penetration and continued software integration further reinforce recurring revenue visibility. Although softer wellness visits remain a near-term headwind, IDEXX's innovation-led ecosystem, pricing power and expanding diagnostics penetration position the company to sustain a premium valuation relative to peers over the long run.
ISRG’s Price Performance, Valuation and EstimatesShares of ISRG have lost 38.2% so far this year compared with a 16.3% decline for the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, Intuitive Surgical trades at a forward price-to-sales of 9.89X, above the industry average. It is trading close to its five-year low of 9.66X. ISRG carries a Value Score of D.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Intuitive Surgical’s 2026 earnings implies a 17.3% rise from the year-ago period’s level.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways AMC delivered record quarterly revenues and adjusted EBITDA due to stronger attendance and operating leverage.AMC improved financial flexibility by refinancing debt and extending major maturities to 2029 or later.Premium formats, loyalty programs and higher per-patron spending continue to support AMC's profitability. AMC Entertainment Holdings (AMC - Free Report) delivered a historic second quarter, reporting the highest revenues and adjusted EBITDA in its 106-year history. While a stronger movie slate fueled industrywide recovery, the bigger question for investors is whether the company can sustain this profitability as the box office continues to rebound.
The answer depends on more than ticket sales. Management emphasized that record adjusted EBITDA of $321.4 million was driven by a combination of higher attendance, disciplined cost control and improved operating leverage. Revenues rose 14.2% year over year to nearly $1.6 billion, while adjusted EBITDA surged 70%, reflecting AMC's ability to convert incremental revenues into stronger earnings. The company also generated $190.1 million in free cash flow during the quarter.
AMC believes its operational improvements have made the business structurally stronger than before the pandemic. The company has optimized its theater portfolio, expanded premium large-format screens, increased food and beverage spending per patron and strengthened customer engagement through its AMC Stubs loyalty and A-List subscription programs. These initiatives have enabled AMC to post higher EBITDA than in 2019 despite operating fewer theaters and serving fewer guests.
The balance sheet is also improving. During the quarter, AMC refinanced debt, reduced leverage, extended major debt maturities to 2029 or later and expects lower annual interest expense going forward. Combined with a cash balance of $778 million, these steps provide greater financial flexibility.
Looking ahead, management remains optimistic as a strong film pipeline is expected to support continued box-office recovery. However, maintaining record EBITDA will require AMC to keep executing on cost discipline, premium offerings and higher per-patron spending even if box-office growth moderates. Those operational gains, rather than blockbuster releases alone, will determine whether the company can continue setting new profitability records.
How Do AMC's Rivals Compare in the Box Office Recovery?AMC is not the only exhibitor benefiting from the improving theatrical landscape. Cinemark Holdings (CNK - Free Report) has also capitalized on stronger movie attendance by maintaining disciplined cost controls and expanding premium experiences such as XD auditoriums. Its consistent focus on operational efficiency allows Cinemark Holdings to generate healthy margins while investing selectively in theater upgrades and customer experience.
Another key competitor, Marcus Corporation (MCS - Free Report) , continues to strengthen its theater business through premium screens, enhanced food and beverage offerings, and loyalty initiatives. Although its theater footprint is smaller than AMC's, Marcus has emphasized prudent capital allocation and expense management to improve profitability as moviegoers return.
AMC, however, stands out with its unmatched scale, extensive premium-format network and large AMC Stubs and A-List membership base. These advantages, combined with its ongoing debt reduction and focus on boosting per-patron spending, could help AMC maintain stronger EBITDA growth if the global box office recovery continues and the upcoming film slate remains robust.
AMC’s Price Performance, Valuation & EstimatesShares of AMC have surged 41% in the past six months against the industry’s 4.5% decline.
AMC’s Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, AMC trades at a forward price-to-sales (P/S) multiple of 0.36, below the industry’s average of 2.65.
AMC’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The consensus estimate for AMC’s 2026 loss per share indicates a 76.04% year-over-year improvement.
Image Source: Zacks Investment Research
AMC’s Zacks RankAMC currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options
If you purchased or acquired Class A or Class C Zillow common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Zillow's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Zillow class action, go to www.faruqilaw.com/Z or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Zillow Securities Class Action Lawsuit:
What is the Zillow securities fraud lawsuit about?
The lawsuit alleges Zillow misrepresented its agreement with Redfin as a partnership, understated antitrust and regulatory risks, and downplayed potential legal exposure, making statements about its business and prospects allegedly misleading.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Zillow Class A or Class C common stock (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 10, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Zillow stock during the Class Period?
Investors should review their transaction records, preserve relevant documents, and evaluate their legal options. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Zillow securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305992
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - July 22, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/Z.
Zillow Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.What's Next for Zillow Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/Z, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zillow Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301095
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK, July 22, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/Z.
Zillow Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business;as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. What's Next for Zillow Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/Z. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zillow Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: Z, ZG).
IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZILLOW GROUP, INC. (Z, ZG), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 10, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.
Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.
What Is The Lawsuit About?
The complaint filed alleges that, between February 11, 2025 and May 7, 2026, Defendants failed to disclose to investors that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com
Key Takeaways MercadoLibre's network topped 50 facilities and handled 55% of first-quarter 2026 shipments.Same- and next-day shipments rose 39% to 199 million, while network penetration reached 95.5%.Brazil shipping costs fell 17% as density, utilization, routing and technology improved efficiency. MercadoLibre, Inc.’s (MELI - Free Report) continues to fortify its competitive position in Latin America through strategic investments in its logistics infrastructure. The company’s managed fulfillment network has emerged as a primary engine driving operational efficiency and customer retention across key regional markets. Management described fulfillment as central to its competitive position because it enables end-to-end control of the shopping experience while improving service quality, customer satisfaction and conversion.
The network has expanded to more than 50 facilities and handled 55% of total shipments in the first quarter of 2026, while same- and next-day shipments climbed 39% year over year to 199 million, reflecting the company’s ability to process rapidly growing order volumes. The acceleration has been particularly notable in Brazil, where logistics investments continue to support marketplace expansion. Overall managed network penetration expanded to 95.5%, illustrating deep integration across seller channels.
The significance extends beyond speed. MercadoLibre emphasized that greater shipment density is steadily lowering unit shipping costs even as volumes continue to surge. Management highlighted a 17% year-over-year reduction in shipping costs in Brazil (in local currency), driven by better facility utilization, route optimization, technology improvements and greater use of its slow-shipping network.
These efficiency gains are helping offset the economics of expanded free-shipping initiatives while maintaining high service standards. Rather than viewing fulfillment as a cost center, MercadoLibre increasingly treats it as a structural advantage that strengthens buyer retention, improves seller competitiveness and expands e-commerce adoption across Latin America.
What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 14.8% over the past six months compared with the industry’s 2.3% decline. While Amazon shares have jumped 3.5%, Sea Limited has fallen 14.9% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 35.66, higher than the industry average of 22.07. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 25.82) and Sea Limited (21.26).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.
Image Source: Zacks Investment Research
MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The math of moving Middle East crude to global markets got dramatically worse this week. On Tuesday, only three commodity vessels transited the Strait of Hormuz, the lowest daily count since early May, and by early Wednesday the waterway showed no observable traffic at all. That was already the story oil traders were bracing for as the reignited U.S.-Iran war grinds into its second week. Then a second front opened. Yemen’s Houthi militant group declared it would deny safe passage through the Bab el-Mandeb Strait to any vessel calling at Saudi Arabian ports, putting the alternative route Saudi Arabia had been leaning on under direct threat.
The evidence is showing up in tanker tracks, not press releases. The LPG tanker Gas King, after loading at the Saudi port of Yanbu, reversed course to exit via the Suez Canal instead of continuing south. The supertanker New Explorer, carrying Saudi oil bound for Singapore, is idling in the Red Sea showing a “not under command” status. The Aframax vessel Lahore halted after picking up a Saudi cargo. The picture is fluid: the Chinese VLCC Xin Long Yang, which had earlier U-turned, has since reversed again and resumed its original route toward Bab el-Mandeb. Some Asian buyers are still sending ships in, hoping to complete pickups before the window closes.
Why the Red Sea Route Suddenly Matters More The Bab el-Mandeb corridor became the industry’s insurance policy after Hormuz risk went vertical. Saudi Arabia was exporting record volumes from its Red Sea terminals just before the Houthi threat emerged, roughly 5.9 million barrels a day from the two Yanbu terminals in the week ending July 17. That is a large, currently-flowing volume of crude now sitting behind a maritime question mark. The Joint Maritime Information Center warned late Tuesday that “the Houthis have completed preparations to attack shipping, including the deployment of missiles and drones.”
Rerouting carries real costs. Shifting Yanbu-to-Asia flows around Africa instead of through the Red Sea could affect several million barrels a day and add roughly a month of transit time for some Asian refiners’ cargoes. That is a working-capital shock and a physical-inventory shock at the same time.
What the Market Is Pricing Crude has moved accordingly. Brent crude futures are up more than 25% this month, and both benchmarks jumped again on the tanker news, with WTI trading near $88 and Brent near $95 as of Wednesday’s reporting. That is a sharp reversal from mid-July, when Brent had drifted back to $81.62 on July 13 and WTI to $79.20. The May playbook, when WTI briefly touched $112.25, is being pulled off the shelf.
The pain is already leaking to the pump. U.S. regular gasoline jumped $0.15 in a single week to $4.00 a gallon on July 20, reversing a month-long slide and pushing prices back into the 76.9th percentile of the past year. The May peak was $4.50.
What to Watch The chokepoint remains open. Loadings at Yanbu were still continuing as of Wednesday, and vessels are making individual calls in real time. Oil futures will keep swinging on headlines, but the signal to watch is the daily transit count at both Hormuz and Bab el-Mandeb over the next two weeks, and whether the Houthis follow through on a single high-profile Saudi-linked tanker. If both chokepoints stay constrained into August, the EIA’s May scenario, in which global oil inventories decrease by 2.6 million barrels per day this year, starts to look optimistic rather than cautionary.
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Doubt the Market? 3 Stocks to Rideout Fear, Uncertainty and DoubtPhilip Morris International NYSE: PM reported what management described as a “very strong” second quarter, with growth led by its international smoke-free products business and a better-than-expected performance in combustibles.
Emmanuel Babeau, the company’s group chief financial officer, said Philip Morris generated 8% organic net revenue growth and 11% organic operating income growth in the quarter. Adjusted diluted earnings per share rose 15% in dollar terms to $2.20, including a $0.03 favorable currency impact.
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3 Dividend Kings Outshining the Market in 2025Quarterly net revenue exceeded $11 billion for the first time, Babeau said. Adjusted gross profit rose 8.7% organically, while adjusted operating income increased nearly 11% organically to $4.8 billion.
For the first half, Philip Morris reported total shipment volume growth of 0.4%, organic net revenue growth of 5.3% and adjusted operating income growth of 6.1% organically. Adjusted diluted EPS for the first half reached $4.16, up 15.6% in dollar terms.
Smoke-Free Products Remain Key Growth Driver 3 Stocks Lifting 2025 Guidance Despite Market JittersBabeau said the company’s international smoke-free business delivered “outstanding” first-half results, with organic net revenue growth of 13.7% and gross profit growth of 16.9%. Gross margin for the segment expanded 190 basis points to 70%.
IQOS adjusted in-market sales volume rose 5% in the second quarter, including what management called expected transitory headwinds from an April excise increase in Japan and a characterizing flavor ban in Poland. Excluding Japan and Poland, IQOS growth was 10.2% in the quarter and more than 11% in the first half.
Babeau cited strong performance in established IQOS markets such as Italy, Greece and Romania, as well as momentum in newer markets including Saudi Arabia, the Philippines, Mexico and Taiwan. He said IQOS maintained an approximately 76% global share of the heat-not-burn category in the first half.
VEEV also continued to grow, with e-vapor shipments rising 55% in the second quarter and 72% in the first half. Babeau said VEEV is now the leading brand in Europe within closed pod and combined pods and disposables.
International ZYN shipment volume rose 6% in the first half, or 32% excluding the Nordics. Babeau said the brand continued to gain share in small but fast-growing international nicotine pouch markets, including the U.K., Pakistan, Poland, Greece and the Philippines.
U.S. ZYN Business Improves Sequentially In the U.S., Philip Morris reported a significant sequential improvement from a difficult first quarter. Babeau said U.S. net revenue rose 38% sequentially and adjusted gross profit increased 46%, largely reflecting a 25% sequential increase in ZYN shipments and reduced sales promotion ahead of new product launches.
Year over year, U.S. segment net revenue declined nearly 1%, driven by cigar declines and unfavorable phasing in the wellness business, while ZYN net revenue was broadly flat. ZYN shipments rose 2% to 2.9 billion pouches, despite an inventory restocking tailwind in the prior-year period.
Babeau said ZYN remains the “clear premium leader” in the U.S. nicotine pouch category, with a retail value share of around 57%. He said recent category share performance has been affected by competitive gaps in higher-strength and flavor segments, as well as an elevated price premium.
The company has begun addressing those gaps with new products, including ZYN Ultra in nine- and 11-milligram moist variants, which contain 20 pouches per can. Philip Morris also plans to introduce 1.5-milligram and eight-milligram dry formats in the third quarter.
During the question-and-answer session, Babeau told Goldman Sachs analyst Bonnie Herzog that the first two weeks of ZYN Ultra sales were encouraging but cautioned against drawing conclusions too early. He said the 1.5-milligram offering is intended to help smokers try the category “in the most favorable possible condition.”
The company also plans to increase U.S. investment in the second half, including marketing, distribution, in-store execution and preparation for a potential IQOS ILUMA launch, subject to FDA action. Babeau said the new “When it Clicks” ZYN campaign is designed to build brand engagement and consumer relevance.
Combustibles Outperform Expectations Philip Morris’ combustible business exceeded management’s expectations in the quarter. Cigarette shipments rose 1.1% in the second quarter, supported by category share performance, timing factors and more favorable industry dynamics in certain large markets where smoke-free products are banned or limited.
Babeau named Indonesia, Turkey and Egypt as notable contributors, while also citing relative resilience in India and Mexico. For the first half, cigarette volumes declined 1.9%.
The company now expects full-year cigarette volumes to decline around 2% to 3%, compared with its prior expectation of about 3%. Babeau said this remains consistent with the structural evolution of the category.
Combustible pricing added 9.2% in the first half and nearly 10% in the second quarter, with contributions from markets including Turkey, Indonesia, the Philippines and Mexico. Philip Morris now forecasts full-year combustible pricing variance of more than 7%, though Babeau said the benefit is expected to be largely offset by more adverse geographic mix.
Guidance Maintained as U.S. Investment Rises Philip Morris maintained its full-year underlying growth targets. The company continues to expect organic net revenue growth of 5% to 7%, organic operating income growth of 7% to 9% and currency-neutral adjusted diluted EPS growth of 7.5% to 9.5%.
In dollar terms, the company now forecasts a currency tailwind of about $0.15 at prevailing rates, translating to adjusted diluted EPS of $8.26 to $8.41, or growth of 9.5% to 11.5%.
Babeau said the company expects total shipment volume to be stable to slightly positive for the full year, with high single-digit smoke-free product growth broadly offsetting cigarette declines. He said Philip Morris is aiming for its sixth consecutive year of total volume growth.
Asked by Herzog why guidance was not raised after two strong quarters, Babeau said the company is choosing to accelerate U.S. investment in the second half because of the expanded ZYN portfolio, the new marketing campaign and regulatory developments.
For the third quarter, Philip Morris expects HTU shipment volume of around 41 billion units, mid-single-digit organic top-line growth and modest organic margin expansion. The company targets adjusted diluted EPS of $2.20 to $2.25, including an unfavorable currency impact of $0.08.
CFO Transition Announced The call also marked Babeau’s final earnings call as group CFO. He thanked shareholders and analysts for their engagement over the past six years and said he believes Philip Morris will continue to be a standout performer within consumer packaged goods.
Massimo Andolina, currently regional president for Europe, will succeed Babeau as group CFO in August. Andolina said he looks forward to continuing the company’s focus on “delivering superior shareholder returns over the long term.”
About Philip Morris International (NYSE:PM)Philip Morris International Inc NYSE: PM is a global tobacco company that manufactures and sells cigarettes, other nicotine-containing products and a growing portfolio of smoke-free alternatives for adult smokers. The firm traces its corporate roots to the 19th century Philip Morris enterprise and was established as an independent, publicly traded company following a 2008 separation from what is now Altria. Since the spin-off, the company has focused on serving international markets outside the United States.
PMI's product mix includes traditional combustible cigarettes as well as smoke-free offerings such as heated tobacco systems and other reduced-risk products.
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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New York, New York--(Newsfile Corp. - July 22, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Regeneron securities between August 1, 2025 and May 15, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/REGN.
Regeneron Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
the preliminary statistical assumptions underlying Regeneron's Phase III Fianlimab-Libtayo study were fundamentally flawed; the study's active treatment arm was not demonstrating meaningful clinical differentiation from standard therapies; the study was unlikely to achieve statistical significance with respect to its primary endpoint, even absent overperformance by the control arm; and as a result, the Company's statements regarding the study's design, progress, and prospects were materially false and/or misleading at all relevant times.What's Next for Regeneron Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/REGN, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Regeneron you have until September 14, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Regeneron Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Regeneron Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305582
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, /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Regeneron securities between August 1, 2025 and May 15, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/REGN.
Regeneron Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
the preliminary statistical assumptions underlying Regeneron's Phase III Fianlimab-Libtayo study were fundamentally flawed; the study's active treatment arm was not demonstrating meaningful clinical differentiation from standard therapies; the study was unlikely to achieve statistical significance with respect to its primary endpoint, even absent overperformance by the control arm; and as a result, the Company's statements regarding the study's design, progress, and prospects were materially false and/or misleading at all relevant times. What's Next for Regeneron Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/REGN. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Regeneron you have until September 14, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Regeneron Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Regeneron Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Prior results do not guarantee similar outcomes.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) delivered Q2 2026 revenue of $40.20 billion, up 36% year over year, with gross margin of 67.7% and net income growth of 77.4%.
Shares are up 40.43% year to date against just 9.73% for the S&P 500. Can TSMC hit $1,000 per share by 2031 and outperform the index over the next five years?
Why TSMC Shares Pulled Back Despite a Blowout Quarter The stock is down 8.12% over the past month, even as fundamentals strengthened. Management warned that Q3 2026 gross margin will step down to a 65% to 67% range as the 2nm node ramps steeply, and the market is treating that dip as a peak-margin signal.
Add a beta of 1.246, sector rotation out of chips, and net insider selling across 112 recent transactions, and you get a stock digesting a big move. This is a sentiment story.
Wall Street Sees 23% Upside. My Model Says the Setup Is Stronger The Street’s consensus target sits at $522.82, backed by 5 Strong Buy, 12 Buy, and 2 Hold ratings, with zero Sells. Our base case lands at $527.98, implying 24.35% upside with a 90% confidence score. Bull case: $608.43. Bear case: $429.43. Consensus is too conservative on the multi-year path.
With 89% of analysts bullish, an ROE of 40%, and a 247Factor of 1.148 powered by technology sector momentum and 77.4% earnings growth, this looks like AI infrastructure with a moat.
The Path to $1,000 Per Share in 2031 Reaching $1,000 from today’s price of $424.61 requires a gain of 135.5%. Over five years, that annualizes to roughly 18.6%, which sits right on our 5-year bull case of $984.38 at 18.31% annualized. With forward EPS of $17.32, a price of $1,000 implies a forward P/E of 58x.
Our base case of $527.98 already implies a 31x multiple, meaning the bold target requires 27x of additional multiple expansion on today’s earnings base. The story only works if EPS keeps compounding.
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Management’s 2024 to 2029 revenue CAGR target approaching 25% in USD, plus 2nm ramping into H2 2026 and the A13 technology debut, drives the compression story. As earnings scale, the forward multiple at $1,000 collapses back toward the current 25x forward P/E.
Bullish retail chatter around TSMC’s $100 billion US manufacturing commitment and South Korea’s 52% export surge on tripling semiconductor shipments supports demand. The main risk is geopolitical rupture across the Taiwan Strait.
Where TSMC Trades Today vs Its Earnings Power At $424.61, TSMC trades at a forward P/E of 25 and a PEG of 1.009, remarkable for a company growing earnings 77% year over year. Shares sit 9% below their 52-week high of $479 and well above the 52-week low of $221.66.
Over the last decade the stock returned 1,811.43% against 244.45% for the S&P 500. That is a foundry monopoly on advanced nodes translating into shareholder returns.
Can TSMC Really Hit $1,000? My Verdict Reaching $1,000 by 2031 requires a 135.5% gain from here. A stretch, but credible.
Three things need to go right: 2nm and A13 must ramp on schedule and hold pricing power, AI capex among hyperscalers must stay on the multi-year track, and TSMC must convert that $52 billion to $56 billion 2026 capex budget into share gains rather than commoditized capacity. A Taiwan Strait shock derails it. We’ve outlined the blueprint for how Taiwan Semiconductor Manufacturing could reach $1,000 in 2031.
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The resurgence of manufacturing in the United States is beginning to center on an unlikely location: Arizona. Phoenix is going to receive a massive $265 billion investment in manufacturing facilities from Taiwan Semiconductor Manufacturing (TSM -0.23%), which recently announced a $100 billion spending increase over its original plan.
As the leader in advanced semiconductor technologies, TSMC, as the company is known, is becoming the poster child not only for the artificial intelligence (AI) trade but also for the United States' reshoring initiative. Here's what this latest announcement means for AI stocks, and whether TSMC is a buy right now.
Image source: Getty Images.
Betting big on America In conjunction with the United States government and its major customers, including Apple and TSMC, TSMC made a major bet to diversify its manufacturing away from Taiwan, which is facing potential threats from China.
There were fears that relocating facilities to a new area could undermine TSMC's expertise in advanced chipmaking, but reports have claimed that the Arizona facilities are producing yields similar to those in Taiwan. That's great news for TSMC and the reshoring theme in the United States. The company is producing 4-nanometer chips in Arizona, which are close to its most advanced technologies available today. This new $100 billion increase will be for even more advanced semiconductor manufacturing processes.
Last quarter, TSMC's revenue grew 34% year over year to $40 billion, driven by insatiable demand for chips from AI companies. As more of these facilities in Arizona and Taiwan come online, they will help supply this chip demand.
Managing the AI boom TSMC's capital expenditures were a record $48.5 billion over the past 12 months. Customers want it to increase capital spending further so AI chips can get out the door, and management has answered their call with plans to spend $60 billion or more in 2026 on new facilities. At the same time, it still generated record free cash flow of $40 billion over the past 12 months, driven by the high prices it achieved through advanced AI chipmaking.
This capital spending should flow through both directions of the semiconductor supply chain, to TSMC customers such as Nvidia and to equipment suppliers for manufacturing, such as ASML.
Over the next few years, investors may worry that this increase in capacity will eventually lead to oversupply. But for the time being, it looks as if the revenue growth party for AI semiconductor stocks will continue.
Today's Change
(
-0.23
%) $
-0.97
Current Price
$
423.64
Is TSMC stock a buy? Despite this record financial performance, TSMC stock is down 15% from recent highs. It generated an operating margin of 60% last quarter and should see more impressive revenue growth in the quarters ahead.
Right now, TSMC stock trades at a price-to-earnings ratio (P/E) of 29. To determine whether this figure is expensive, investors need to analyze their expectations for future semiconductor demand from AI infrastructure companies.
Further 34% revenue growth and sky-high profit margins could help TSMC's P/E ratio get cheaper quickly. On the other hand, if spending on AI computer chips peaks, the company may be spending massive amounts on new facilities into a demand cliff, leading not only to a decrease in revenue but also to a collapse in profit margins.
Historically, the semiconductor industry has been cyclical, yet driven by long-term secular growth. Any downcycle would probably lead to a fall in TSMC's share price, as it has many times in its history. Or AI could be a new paradigm for the computer chip market, eliminating its cyclicality.
Unless you believe the latter, investors today would be smart to avoid buying TSMC stock. It's already trading at a high earnings ratio after years of rapid revenue growth and profit margin expansion.
, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) will announce its second-quarter 2026 financial results on August 5, 2026. Lilly will also conduct a conference call that day with the investment community and media to further detail the company's financial performance.
The conference call will begin at 10 a.m. Eastern time. Investors, media and the general public can access a live webcast of the conference call through a link that will be posted on Lilly's website at https://investor.lilly.com/webcasts-and-presentations. A replay will also be available on the website following the conference call.
About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. F-LLY
Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are references in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.
Danaher (DHR - Free Report) closed the last trading session at $179.01, gaining 0% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $237 indicates a 32.4% upside potential.
The average comprises 23 short-term price targets ranging from a low of $200.00 to a high of $310.00, with a standard deviation of $25.98. While the lowest estimate indicates an increase of 11.7% from the current price level, the most optimistic estimate points to an 73.2% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for DHR, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why DHR Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 0.6%, as two estimates have moved higher while one has gone lower.
Moreover, DHR currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much DHR could gain, the direction of price movement it implies does appear to be a good guide.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of OBIO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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Law Offices of Howard G. Smith announces an investigation on behalf of HDFC Bank Limited (âHDFC Bankâ or the âCompanyâ) (NYSE: [url="]HDB[/url]) investo
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of HDFC Bank Limited (“HDFC Bank” or the “Company”) (NYSE: HDB) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON HDFC BANK LIMITED (HDB), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Happened? On May.
ServiceNow (NYSE:NOW | NOW Price Prediction) reports Q2 2026 earnings after the close today, July 22, 2026, and the setup is binary. The stock has been cut roughly in half over the past year, but management raised its Now Assist AI revenue target from $1 billion to $1.5 billion on the Q1 call. If tonight’s update confirms that trajectory, the recovery thesis gains real teeth.
ServiceNow ranks among the more contested turnaround setups in enterprise software right now. Our 24/7 Wall St. price target for ServiceNow is $331.60 over the next 12 months, implying 224.9% upside from $102.06. The recommendation is buy, with confidence at 90%. That is aggressive relative to the Street’s $141.64 consensus.
24/7 Wall St. Price Target Summary Metric Value Current Price $102.06 24/7 Wall St. Price Target $331.60 Upside 224.9% Recommendation BUY Confidence Level 90% A Brutal Year, but a Turning Tape ServiceNow trades 46.84% below where it did a year ago and 33.38% below the December 31 close, sitting 33% from the 52-week high of $210.20. Momentum has flipped. The stock is up 7.39% over the past month, and Reddit sentiment jumped from bearish to a peak Very Bullish reading of 82 around a viral r/stockmarket thread charting 14 years of free cash flow per share.
Q1 2026 validated the AI thesis. Subscription revenue hit $3.671 billion, RPO reached $27.7 billion, and non-GAAP operating margin printed 32%. Now Assist deals over $1 million grew more than 30% year-on-year, and Sales CRM net new ACV grew more than 5x.
Why Bulls See a Breakout Ahead The bull case is the AI monetization curve. Bill McDermott put it plainly on the Q1 call: “We had a goal to be $1 billion on our AI commit this year, as you know. And I think we might have understated that a little bit. We’re already talking about $1.5 billion now, and it’s on a run.”
Deals including three or more Now Assist products grew nearly 70% year-over-year, and 50% of net new business now uses non-seat pricing. Our 247Factor bull case projects $350.95 if tonight’s report confirms the $1.5 billion pace and Q3 guidance implies further acceleration.
What Could Go Wrong Bears point to the 61x trailing P/E, an Armis integration that adds a 200 basis point headwind to free cash flow margin, and gross margin compression as AI infrastructure scaled. Post-earnings tape has been unkind.
The Q4 report saw a 9.94% single-day drop despite a beat. The margin compression reflects heavy investment in agentic AI capacity that management expects to drive the same operating leverage that scaled from 29.5% to 32% margins last year. The bear case target lands at $254.05.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ServiceNow didn't make the cut. Grab the names FREE today.
How ServiceNow Compares to Salesforce and Palantir Salesforce (NYSE:CRM) is the direct competitor now that ServiceNow’s Sales CRM with CPQ is landing multi-million-dollar deals. Salesforce trades at a materially lower forward multiple than ServiceNow’s 25x forward P/E, but growth has slowed toward the mid-single digits versus ServiceNow’s 20.5% to 21% guided subscription growth. That growth premium justifies our target.
Palantir (NASDAQ:PLTR) is the AI orchestration comp investors price against ServiceNow. Palantir trades at a forward multiple many times ServiceNow’s 25x, with a smaller revenue base. If Palantir’s premium is defensible, ServiceNow at 7.73x price-to-sales looks structurally underpriced given the 97% renewal rate and $27.7 billion RPO backlog.
ServiceNow Price Prediction 2026-2030 Our model reads buy at $102.06, targeting $331.60 with 90% confidence. The tipping factor is the Now Assist $1.5 billion trajectory. Confirmation would come from tonight’s report showing Now Assist NNACV accelerating and 2026 subscription guidance moving toward the high end.
The thesis weakens if operating margin guidance for Q3 slips below 26.5% or if RPO growth decelerates below 20% in constant currency.
Looking further out, here is where our model projects ServiceNow could trade, assuming current growth and margin trajectories hold.
Year 24/7 Wall St. Price Target 2026 $180 2027 $331.60 2028 $620 2029 $1,250 2030 $2,100 These projections assume ServiceNow executes on its AI control tower strategy and closes the Armis and Veza integrations without disruption. Significant upside or downside could result from federal budget shifts or an acceleration in agentic AI displacement of legacy vendors.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and ServiceNow didn't make the cut. Grab the names FREE today.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Intuit To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Intuit between August 22, 2025 and May 20, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Intuit Inc. ("Intuit" or the "Company") (NASDAQ: INTU) and reminds investors of the September 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing 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 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.
On May 20, 2026, Intuit released its fiscal Q3 2026 financial results, which included its 2026 tax season revenue. Intuit stated that it "did not have the overall tax season we expected" and that it "faced pressure among the most price-sensitive DIY filers." Intuit said that "[w]e [lost] on price," and revealed that the Company needed to evolve its business model by delivering the right lineup and price points to meet simple filers' needs at the low end. Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approximately 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."
On this news, Intuit's stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Intuit's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Intuit class action, go to www.faruqilaw.com/INTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Intuit Securities Class Action Lawsuit:
What is the Intuit securities fraud lawsuit about?
The lawsuit alleges Intuit misled investors by overstating TurboTax growth, competitive strength, and FY2026 guidance while failing to disclose increasing pricing and competitive pressures.
Who may be eligible to participate in the lawsuit?
Investors who purchased Intuit (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026 may be eligible if they suffered losses.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the proposed class. Eligible investors must file a motion with the court by September 8, 2026. Participation does not require serving as lead plaintiff.
What should investors do if they purchased Intuit stock during the Class Period?
Investors should review their transactions and consider consulting counsel regarding their legal rights, participation in the lawsuit, or seeking lead plaintiff status.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi has represented investors since 1995 and recovered hundreds of millions of dollars. The firm offers free evaluations of potential securities fraud claims.
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Intuit securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305988
Source: Faruqi & Faruqi LLP
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Important Notice Regarding Alleged TurboTax Competitive Advantage Misrepresentations
, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Intuit Inc. (NASDAQ: INTU) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between August 22, 2025 and May 20, 2026. Find out if you could qualify to recover your losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
The complaint centers on allegations that Intuit overstated TurboTax's competitive position and growth prospects while allegedly failing to disclose pricing pressures and weakening demand among price-sensitive DIY filers. According to the lawsuit, the Company presented TurboTax as a durable growth business while allegedly failing to disclose mounting competitive and pricing pressures.
The Alleged Competitive Advantage Methodology
According to the lawsuit, Intuit repeatedly touted a "significant competitive advantage" built on its scale of data, AI capabilities, and network of AI-enabled human experts. The complaint alleges that Intuit emphasized TurboTax's competitive position while allegedly failing to disclose increasing competitive and pricing pressures affecting lower-income, price-sensitive DIY customers.
How the Issue Allegedly Affected Reported Financials
The lawsuit contends that the alleged concealment of competitive erosion supported financial guidance that was unreliable and unrealistic. The complaint alleges that public statements regarding TurboTax's "momentum" and "durable growth" were materially misleading because they allegedly failed to disclose adverse trends affecting DIY filers earning less than $50,000 a year.
Key Competitive Advantage Allegations for Shareholders
The complaint alleges Intuit overstated its competitive advantages and the sustainability of its business model. The lawsuit contends the TurboTax business was losing significant ground due to increasing competitive and pricing pressures. According to the lawsuit, guidance premised on those competitive advantages was unreliable and unrealistic. The complaint alleges the Company failed to disclose known trends affecting the price-sensitive DIY segment. The lawsuit contends risk disclosures omitted material factors making the investment speculative. "This case presents important questions about disclosure obligations for companies that publicly tout durable market competitive advantages while allegedly failing to disclose known competitive and pricing pressures affecting those businesses." -- Joseph E. Levi, Esq.
Submit your information here or call (212) 363-7500.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com
Frequently Asked Questions About the INTU Lawsuit
Q: What is the INTU class action lawsuit about? A: A securities class action has been filed against Intuit Inc. (NASDAQ: INTU) alleging materially false and misleading statements between August 22, 2025 and May 20, 2026. Shares fell approximately 20.02% after the Company disclosed weaker-than-expected tax-season results, reduced its full-year TurboTax growth outlook and announced a workforce reduction affecting approximately 3,000 positions. Investors who purchased shares during the Class Period and suffered losses may be eligible to seek compensation.
Q: Who is eligible to join the INTU investor lawsuit? A: Investors who purchased INTU stock or securities between August 22, 2025 and May 20, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.
Q: What specific misstatements does the INTU lawsuit allege? A: The complaint alleges Intuit made materially false or misleading statements regarding its competitive advantages and the sustainability of its TurboTax growth during the Class Period. When the Company disclosed weak tax-season results and revised guidance downward, the stock price declined sharply.
Q: What do INTU investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as an absent class member.
Q: What if I already sold my INTU shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What does it cost me to participate? A: There is no upfront cost to contact the firm. Securities class actions are generally handled on a pure contingency basis. No upfront fees, no retainer, and no out-of-pocket costs. Any attorneys' fees and expenses awarded to class counsel are subject to court approval.
Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution. Timing depends on the court schedule, case developments, and whether the matter is dismissed, settled, or litigated further.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Key Takeaways SCHW added 1.4 million brokerage accounts and $120 billion in core net new assets in Q2.Management raised the 2026 revenue growth outlook to 17.5-18.5% on stronger momentum.SCHW is integrating AI tools to personalize client interactions and boost efficiency. The Charles Schwab Corporation (SCHW - Free Report) emphasized continued client expansion, deeper relationships and technology investments during its second-quarter 2026 earnings call. Management focused on broadening Schwab’s role across investing, wealth, banking and lending while highlighting a diversified revenue model.
Executives also raised their full-year outlook, citing stronger business momentum, higher trading activity and improving operating leverage. The discussion centered on growth opportunities, artificial intelligence (AI), and the company’s ability to serve evolving investor needs.
SCHW Expands Client Growth StrategyCEO, president and director Richard Wurster said that SCHW continued to see strong client engagement, with second-quarter results supported by new accounts, asset gathering and deeper relationships. The company added 1.4 million brokerage accounts and generated $120 billion in core net new assets during the quarter.
Wurster highlighted growth across wealth and lending offerings, noting that managed investing net flows increased 53% year over year, while bank lending balances reached $67 billion, up 33%. He said Schwab’s strategy remains focused on helping clients consolidate more of their financial lives on one platform.
The company reported adjusted earnings per share (EPS) of $1.62, exceeding the Zacks Consensus Estimate of $1.53. Revenues totaled $7.07 billion, surpassing the Zacks Consensus Estimate of $6.89 billion.
The Charles Schwab Corporation Price, Consensus and EPS SurpriseSchwab Pushes Wealth & Banking GrowthSchwab said that its wealth opportunity remains significant as more investors seek financial guidance. Wurster said only a small portion of retail clients currently use fee-based advice solutions, creating room for growth through expanded planning, tax and trust capabilities.
Wurster also pointed to lending as a key relationship-building opportunity. He noted that pledged asset line adoption has grown and said increasing lending penetration could strengthen both client relationships and revenue diversification.
CFO Michael Verdeschi said bank loan balances grew to $67 billion, while margin balances reached $165.1 billion. He added that increased lending activity supported revenue growth and improved the company’s business mix.
SCHW Advances AI & New CapabilitiesSCHW management continued to emphasize AI as a tool to enhance client experiences and operating efficiency. Wurster said AI is being integrated across the company’s platform to personalize interactions and support scalable growth.
The company highlighted new capabilities, including Portfolio Insights and progress on Schwab Assistant. Wurster said developer productivity improved 15-20% over the past year as AI tools became more embedded in operations.
SCHW also discussed expansion into emerging investment areas. Management said Schwab Crypto is progressing as planned, with transfer capabilities expected to enter pilot testing, while the Forge acquisition is intended to expand private market access.
Schwab Updates 2026 Financial OutlookSchwab raised its expectations for 2026 revenue growth, with Verdeschi saying the company now expects total revenue growth of 17.5-18.5%. Management also expects full-year net interest margin expansion to 3-3.10%.
Verdeschi said the updated 2026 outlook reflects stronger equity markets, continued asset gathering and increased trading activity. The company raised its full-year daily average trade assumption to 10.6 million while expecting some moderation from recent elevated levels.
The CFO added that expense growth expectations increased to 9.5-10.5%, driven by volume-related costs and the inclusion of Forge. He said underlying expense growth expectations remained consistent with prior targets.
SCHW Addresses Trading Activity QuestionsDuring the Q&A session, a Piper Sandler analyst asked about the sustainability of record trading activity. Wurster said SCHW views higher engagement as being supported by broader participation, younger investors, options adoption and increased use of AI in investing decisions.
Wurster also mentioned that market interest in areas such as artificial intelligence, major technology themes and new investment opportunities has contributed to elevated engagement. He emphasized that trading activity was not solely driven by short-term market conditions.
A Jefferies analyst questioned the durability of net new asset trends. Wurster said management remains confident in long-term organic growth of 5% or higher, supported by advisor services, wealth offerings and workplace opportunities.
Schwab Maintains Long-Term FocusSchwab’s leadership continued to frame the business around scale, diversification and client relationships. Wurster said the company is investing in branches, financial consultants, advisor support and technology while using its platform breadth to serve different client needs.
Management highlighted that record revenues of $7.1 billion and adjusted EPS of $1.62 reflected strength across multiple businesses, including net interest revenues, asset management fees and trading revenues.
The company enters the remainder of 2026 focused on expanding wealth, banking and investing capabilities while maintaining capital discipline. Verdeschi said Schwab’s diversified model supports continued earnings growth across market environments.
Zacks Rank & Style SignalsSCHW carries a Zacks Rank #2 (Buy), which indicates favorable earnings estimate revision trends and places the stock among the higher-rated stocks in the Zacks Rank system. The Zacks Rank can change as analysts update earnings estimates following quarterly results. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The stock’s Style Scores include a Value Score of C, Growth Score of D, Momentum Score of A and VGM Score of C. Zacks Style Scores are designed to complement the Zacks Rank, with higher grades generally reflecting stronger characteristics within each investment style.
Shares of First Majestic Silver (AG - Free Report) have gained 2.2% over the past four weeks to close the last trading session at $16.87, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $26.03 indicates a potential upside of 54.3%.
The mean estimate comprises six short-term price targets with a standard deviation of $3.75. While the lowest estimate of $22.50 indicates a 33.4% increase from the current price level, the most optimistic analyst expects the stock to surge 95% to reach $32.90. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
However, an impressive consensus price target is not the only factor that indicates a potential upside in AG. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why AG Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 7.6%, as three estimates have moved higher compared to no negative revision.
Moreover, AG currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much AG could gain, the direction of price movement it implies does appear to be a good guide.
Have you assessed how the international operations of Fastenal (FAST - Free Report) performed in the quarter ended June 2026? For this maker of industrial and construction fasteners, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.
In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth trajectory. For investors, understanding a company's reliance on overseas markets has become increasingly crucial, as it offers insights into the company's sustainability of earnings, ability to tap into diverse economic cycles and overall growth potential.
Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.
Our review of FAST's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.
For the quarter, the company's total revenue amounted to $2.39 billion, experiencing an increase of 14.7% year over year. Next, we'll explore the breakdown of FAST's international revenue to understand the importance of its overseas business operations.
Exploring FAST's International Revenue PatternsOf the total revenue, $83.4 million came from Other foreign countries during the last fiscal quarter, accounting for 3.5%. This represented a surprise of +16.14% as analysts had expected the region to contribute $71.81 million to the total revenue. In comparison, the region contributed $79.1 million, or 3.6%, and $66.1 million, or 3.2%, to total revenue in the previous and year-ago quarters, respectively.
During the quarter, Canada and Mexico contributed $333.7 million in revenue, making up 14% of the total revenue. When compared to the consensus estimate of $325.21 million, this meant a surprise of +2.61%. Looking back, Canada and Mexico contributed $306.3 million, or 13.9%, in the previous quarter, and $281.4 million, or 13.5%, in the same quarter of the previous year.
Revenue Forecasts for the International MarketsIt is projected by analysts on Wall Street that Fastenal will post revenues of $2.44 billion for the ongoing fiscal quarter, an increase of 14.3% from the year-ago quarter. The expected contributions from Other foreign countries and Canada and Mexico to this revenue are 3.1%, and 13.7%, translating into $74.55 million, and $333.11 million, respectively.
For the full year, the company is expected to generate $9.23 billion in total revenue, up 12.5% from the previous year. Revenues from Other foreign countries and Canada and Mexico are expected to constitute 3.2% ($290.86 million), and 13.8% ($1.27 billion) of the total, respectively.
Wrapping UpThe dependency of Fastenal on global markets for its revenues presents a mix of potential gains and hazards. Thus, monitoring the trends in its overseas revenues can be a key indicator for predicting the firm's future performance.
In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.
Here at Zacks, we put a great deal of emphasis on a company's changing earnings outlook, as empirical research has shown that's a powerful force driving a stock's near-term price performance. Quite naturally, the correlation is positive here -- an upward revision in earnings estimates drives the stock price higher.
Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.
Fastenal, bearing a Zacks Rank #2 (Buy), is expected to outperform the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
A Look at Fastenal's Recent Stock Price PerformanceOver the past month, the stock has seen a decline of 1.3% in its value, whereas the Zacks S&P 500 composite has posted an increase of 0.3%. The Zacks Industrial Products sector, Fastenal's industry group, has descended 3.4% over the identical span. In the past three months, there's been an increase of 0.7% in the company's stock price, against a rise of 6.6% in the S&P 500 index. The broader sector has increased by 2.1% during this interval.
Key Takeaways Air Products will support new semiconductor fabs and packaging facilities in Taiwan.APD will build four air separation units, gas systems and underground pipelines.Air Products will link new pipelines to its Taiwan network to improve supply reliability. Air Products and Chemicals, Inc. (APD - Free Report) has announced that its subsidiary, Air Products San Fu, has secured a long-term agreement to support a semiconductor manufacturer's expansion in Taiwan. The project will supply multiple new semiconductor fabrication plants and back-end packaging facilities to help meet rising demand, driven by artificial intelligence and high-performance computing.
As part of the agreement, Air Products San Fu will build, own and operate four air separation units, along with bulk gas supply systems and new underground pipeline infrastructure. The company will provide a range of industrial gases, including nitrogen, oxygen, argon and helium, essential for semiconductor operations. The new pipeline systems will connect to Air Products' existing network in Taiwan, improving supply reliability, operational efficiency and resilience.
The contract further strengthens Air Products' presence in Taiwan, where it has operated for more than seven decades. The company has established a strong foothold across the island's major science parks, including one of the world's largest ultra-high-purity nitrogen pipeline systems in southern Taiwan. It also supports the demanding requirements of the electronics industry by emerging as the first gas company to be awarded ISO9002 and ISO14000 certifications.
The project also expands Air Products' integrated supply network across both front-end semiconductor manufacturing and back-end advanced packaging, reinforcing its position as a key supplier to Taiwan's fast-growing electronics industry.
APD’s shares have lost 0.5% over the past year against the industry’s 6.4% decline.
Image Source: Zacks Investment Research
APD’s Zacks Rank & Key PicksAPD currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Kronos Worldwide, Inc. (KRO - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and CF Industries Holdings, Inc. (CF - Free Report) .
While KRO and CRS currently sport a Zacks Rank #1 (Strong Buy) each, CF carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KRO’s 2026 loss is pinned at 33 cents per share, indicating a 65.63% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in one of the trailing four quarters and missed the remaining three. KRO’sshares have gained 6.8% over the past year.
The Zacks Consensus Estimate for CRS’ 2026 earnings is pegged at $10.56 per share, indicating a rise of 41.18% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.95%.
The Zacks Consensus Estimate for CF’s current fiscal-year earnings is pinned at $17.24 per share, indicating an 83.99% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 11.42%. CF’s shares have gained 31.2% over the past year.
Key Takeaways LMT is expanding missile, fighter and munitions programs with a $186.4B backlog supporting growth.General Dynamics ended Q1 2026 with a $130.84B backlog and $188.44B in estimated contract value.GD and LMT differ on valuation, debt, earnings estimate revisions and recent share performance. Lockheed Martin (LMT - Free Report) and General Dynamics (GD - Free Report) derive a significant portion of their revenues from the U.S. Department of Defense and play critical roles in supporting national security through the development of advanced military platforms, combat systems, naval vessels, aerospace technologies and mission-critical services. Their long-standing relationships with the Pentagon, combined with large contract backlogs and exposure to rising global defense spending, make them natural peers for investors evaluating opportunities in the defense sector.
Both companies are positioned to benefit from long-term trends supporting defense spending. Heightened geopolitical tensions, military modernization efforts, growing demand for missile defense systems, increased naval investment and rising defense budgets among NATO allies and Indo-Pacific nations are driving sustained demand for advanced defense technologies. Since governments typically commit to multi-year procurement programs, both Lockheed Martin and General Dynamics enjoy relatively predictable revenue streams supported by long-term contracts and sizeable order backlogs.
Let's compare the two stocks' fundamentals to determine which one is better positioned at present.
Factors Acting in Favor of LMT StockLockheed Martin continues to convert demand for key franchise programs into sizable awards, supporting revenue visibility over a multiyear horizon. In the first quarter of 2026, Missiles and Fire Control was awarded $7 billion of PAC-3 contracts, including a fully funded $4.8 billion undefinitized contract, and the company also secured long-lead materials for F-35 Lots 20 and 21. These order flows, together with continued activity across strategic missile, combat systems and sustainment work, underpin a backlog of $186.4 billion as of March 29, 2026.
Management indicated that the current U.S. budget rollout reflects priorities such as accelerating munitions production, strengthening integrated air and missile defense, advancing next-generation aircraft and expanding space capabilities. These areas align closely with the company’s core platforms across PAC-3, THAAD and PrSM, as well as fighter and strategic programs. LMT has also signed multiyear framework agreements with the Department of War to scale munitions production and is planning investments across more than 20 new or modernized facilities, which can improve capacity planning and reduce supply-chain bottlenecks over time.
Factors Acting in Favor of GD StockGeneral Dynamics’ solid number of award wins and a strong global presence will help maintain a steady growth momentum. At the end of the first quarter of 2026, the company witnessed a solid backlog of $130.84 billion, driven by a strong order inflow. The estimated contract value, which combines the total backlog with the potential contract value, totaled $188.44 billion at the end of the first quarter of 2026. The strength of the order flow was driven by strong demand across the company’s product and services portfolio.
Significant awards won by General Dynamics in the last reported quarter included a $15.4 billion contract for continued design and support work on the Columbia-class submarines program. Such impressive order trends and strong backlog count indicate solid demand for the company’s products, thereby bolstering its revenue generation prospects significantly.
How Does the Zacks Consensus Estimate Compare for LMT & GD?The Zacks Consensus Estimate for Lockheed Martin’s 2026 earnings per share (EPS) indicates an increase of 0.03% over the past 60 days.
Image Source: Zacks Investment Research
The consensus estimate for General Dynamics’ 2026 EPS indicates an increase of 0.12% over the past 60 days.
Image Source: Zacks Investment Research
Valuation for LMT & GDLockheed Martin shares trade at a forward 12-month Price/Sales (P/S F12M) of 1.44X compared with General Dynamics’ 1.76X.
LMT & GD’s Debt PositionCurrently, Lockheed Martin and General Dynamics’ total debt to capital is 73.43% and 23.51%, respectively.
Image Source: Zacks Investment Research
LMT & GD’s Price PerformanceIn the past three months, shares of General Dynamics have increased 15.4%, while those of Lockheed Martin have declined 4.3%, compared with the industry’s growth of 1%.
Image Source: Zacks Investment Research
LMT or GD: Which is a Better Choice Now?Lockheed Martin continues to secure major defense contracts across its core missile, fighter aircraft and sustainment programs. LMT is also well-positioned to benefit from U.S. defense priorities focused on expanding munitions production, strengthening missile defense and advancing next-generation aircraft. General Dynamics continues to benefit from strong demand across its defense portfolio, with robust contract wins supporting a large backlog and providing solid long-term revenue visibility. Recent major program awards, particularly in naval defense, highlight the company's strong market position and reinforce its growth prospects as it executes on long-term government contracts.
Our choice at the moment is General Dynamics, given its better price performance, strong earnings growth and better debt position than Lockheed Martin. GD carries a Zacks Rank #2 (Buy) and LMT has a Zacks Rank #3 (Hold) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
General Dynamics (GD - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis defense contractor is expected to post quarterly earnings of $3.95 per share in its upcoming report, which represents a year-over-year change of +5.6%.
Revenues are expected to be $13.49 billion, up 3.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.09% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for General Dynamics?For General Dynamics, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.61%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that General Dynamics will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that General Dynamics would post earnings of $3.68 per share when it actually produced earnings of $4.10, delivering a surprise of +11.41%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
General Dynamics appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Aerospace - Defense industry, Boeing (BA - Free Report) , is soon expected to post loss of $0.34 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +72.6%. This quarter's revenue is expected to be $24.05 billion, up 5.7% from the year-ago quarter.
The consensus EPS estimate for Boeing has been revised 457.3% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -17.41%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Boeing will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Rockwell Automation (ROK - Free Report) Based in Milwaukee, WI, Rockwell Automation provides industrial automation and information solutions worldwide. The company has a wide network spanning more than 100 countries. The United States generates around 50% of the company’s total sales. Outside the United States, the company’s primary markets are Canada, China, Mexico, Italy, and the United Kingdom.
ROK is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. ROK has a Growth Style Score of B, forecasting year-over-year earnings growth of 24% for the current fiscal year.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.14 to $13.06 per share. ROK boasts an average earnings surprise of +10.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, ROK should be on investors' short list.
Wall Street expects a year-over-year increase in earnings on higher revenues when Bunge Global (BG - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis agribusiness and food company is expected to post quarterly earnings of $2.03 per share in its upcoming report, which represents a year-over-year change of +55%.
Revenues are expected to be $23.49 billion, up 84% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.97% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Bunge Global?For Bunge Global, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.24%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination makes it difficult to conclusively predict that Bunge Global will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Bunge Global would post earnings of $0.97 per share when it actually produced earnings of $1.83, delivering a surprise of +88.66%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Bunge Global doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.
Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
One company value investors might notice is Archer Daniels Midland (ADM - Free Report) . ADM is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock has a Forward P/E ratio of 13.41. This compares to its industry's average Forward P/E of 15.94. ADM's Forward P/E has been as high as 14.13 and as low as 9.50, with a median of 11.12, all within the past year.
Another notable valuation metric for ADM is its P/B ratio of 1.32. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. ADM's current P/B looks attractive when compared to its industry's average P/B of 1.35. Over the past year, ADM's P/B has been as high as 1.37 and as low as 0.91, with a median of 1.13.
Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. ADM has a P/S ratio of 0.52. This compares to its industry's average P/S of 0.88.
Finally, we should also recognize that ADM has a P/CF ratio of 13.25. This metric takes into account a company's operating cash flow and can be used to find stocks that are undervalued based on their solid cash outlook. This stock's P/CF looks attractive against its industry's average P/CF of 15.91. ADM's P/CF has been as high as 13.80 and as low as 7.44, with a median of 9.16, all within the past year.
These are only a few of the key metrics included in Archer Daniels Midland's strong Value grade, but they help show that the stock is likely undervalued right now. When factoring in the strength of its earnings outlook, ADM looks like an impressive value stock at the moment.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Archer Daniels Midland (ADM - Free Report) Incorporated in Delaware in 1923, Archer Daniels Midland Company is successor to the Daniels Linseed Co. Founded in 1902, this Illinois-based company is one of the leading producers of food and beverage ingredients as well as goods made from various agricultural products. The company processes oilseeds, corn, wheat, cocoa and other feedstuffs. Moreover, it engages in the manufacturing, sale, and distribution of products like natural flavor ingredients, flavor systems, natural colors, proteins, emulsifiers, soluble fiber, polyols, hydrocolloids, natural health and nutrition products as well as other specialty food and feed ingredients.
ADM is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Consumer Staples stock. ADM has a Momentum Style Score of B, and shares are up 13.7% over the past four weeks.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.18 to $4.76 per share. ADM also boasts an average earnings surprise of +5.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ADM should be on investors' short list.
REIT earnings season is often kicked off by an early report from Prologis (PLD) and once again they delivered. In addition to being the largest industrial REIT in the world, Prologis is the single biggest source of knowledge on the industrial market. Other sectors have their bellwethers, but Prologis is a bellwether on steroids. Their 2Q26 earnings report was a massive trove of information, providing the freshest data with which to analyze the whole sector.
Even though Prologis beat earnings and raised guidance substantially, the bigger market impact was in peer industrial REITs. Through our Markets Monitor, we continuously track the biggest REIT gainers and losers on a real-time basis, and 4 industrial REITs made the top 10 on 7/16/26, the day of PLD’s report.
2MC Markets Monitor, Data compiled from Google Finance as of 7/16/2026.
Rexford (REXR) was up over 7.5%, STAG Industrial (STAG) was up 4%, while Terreno (TRNO) and First Industrial (FR) were each up about 3%. There was no individual news on these companies, it was just the read-through from PLD’s comprehensive report.
This article will examine the fresh batch of data. We will discuss the bullish and bearish data points for the industrial sector as well as some nuances that make certain industrial REITs better positioned than others.
Bearish data and risk factors for industrial REITs In my opinion the 2 largest risk factors for industrial are:
Supply growth USMCA uncertainty. Prologis is ramping up its development activity and they are not alone. Prologis' 2Q26 snapshot points toward industrial completions of 52-54 million square feet with another 216-227 million under construction.
PLD
Looking at a longer timeframe, new supply is expected to ramp up to levels above 2017-2019, which were fairly normal years.
Yardi Matrix
Fortunately, construction is not expected to reach the nosebleed levels of 2022 and 2023.
Certain submarkets are being hit particularly hard by supply.
Yardi Matrix
These submarkets also have very high-demand growth so it is not necessarily the case that they should be avoided despite the supply boom.
On July 1st, Ambassador Greer announced that the U.S. has not renewed the trade deal between North American countries (USMCA) for a 16-year term in favor of annual renewal. It will remain in effect, but the non-renewal creates uncertainty regarding future trade. I would ask readers on each side of the aisle to put aside political views on the USMCA and consider the practical implications for industrial REITs.
Industrial REITs serve domestic manufacturing and moving of products but also derive a significant amount of demand from international trade. The USMCA oversees about $2T in annual trade between the U.S., Canada, and Mexico.
Nonrenewal of the USMCA adds a layer of uncertainty. It is entirely possible that the USMCA will be replaced by something better for the U.S. or by something worse for the U.S.
Until that happens, however, it is difficult for importers and exporters to have clarity on future operations which could cause hesitancy for industrial tenants to sign up for 10-year leases. Thus, we view the uncertainty as inherently delaying some demand regardless of the eventual outcome.
For the most part, these bearish factors were already known prior to Prologis’ earnings. We believe the report had an extremely positive response in the sector because most of the fresh data was bullish in nature.
Fresh bullish data points Prologis’ earnings call had an overarching theme of a positive inflection point for the sector. In previous calls they anticipated a positive inflection, but it is quite a bit more convincing when the inflection actually shows up in the data.
Industrial REITs have maintained very strong same-store NOI growth throughout the entire downturn on the back of mark-to-market. Even though market rents were flat to slightly down sequentially in previous periods, REITs were replacing 10-year-old leases at current market rates which are much higher than 10 years ago.
Per a Yardi Matrix outlook:
“Leases signed in the past 12 months averaged $10.06 per square foot, $0.94 above in-place rents”
Thus, the “weakness” in the industrial sector in 2024 through early 2026 never filtered through to earnings with just about the entire sector showing strong AFFO/share growth. Analysts were merely concerned that the weak market rate growth would cause the mark-to-market to eventually dry up.
That was the major inflection point in Prologis’ report. Market rents have resumed growth which preserves the positive mark-to-market.
PLD’s CFO Tim Arndt discussed this on the 2Q26 earnings call:
“Notably, our portfolio lease mark-to-market remained unchanged from the prior quarter at 17% on a net effective basis, fully replenishing our embedded NOI opportunity of nearly $800 million available without any further market rent growth.”
Market rates are rising again as broad based demand caused net absorption to exceed new supply. Arndt continued:
“Customer demand is broadening with notable and growing strength across e-commerce, advanced manufacturing”
Occupancy rose on 66 million square feet of net absorption in 2Q26 nationally per Arndt’s statement:
“U.S. net absorption totaled 66 million square feet in the second quarter, a strong result and the highest level since 2022. This contributed to vacancy declining to 7.2%, while market rents increased approximately 70 basis points”
Same-store NOI growth and rent spreads both inflected upward in 2026.
PLD Supplemental
Chris Caton, managing director of global strategy and analytics, provided a longer term outlook on the 2Q26 earnings call:
“Net absorption, we see that amounting to 220 million square feet in the U.S. this year. [ ] For completions, we anticipate 195 million square feet this year, and that should allow market occupancies to rise a total of, let's say, 30 basis points this year”
Some of the incremental demand is coming from data centers and industrial properties being somewhat similar. With the right power infrastructure, industrial warehouses can be converted into functional data centers.
Another large portion of demand comes from the continual rise in logistics demand from E-Commerce. The data most often cited is the gradual market share capture of E-Commerce over brick and mortar.
FRED
However, the more relevant statistic is the raw magnitude of e-commerce sales, which is far steeper.
FRED
Higher sales volume requires more warehousing space.
All these positive demand drivers resulted in Prologis materially raising their 2026 guidance to $6.22-$6.30 from its previous range of $6.07-$6.23. Since PLD operates in nearly every important industrial submarket, their results loosely extrapolate to the rest of the sector. However, there are some data points that point to certain industrial REITs being better positioned than others.
Positioning within the industrial sector Industrial REITs are priced as a premium sector with an average 2026 AFFO multiple of 21.77X. Multiples properly correlate inversely with leverage.
2MC
All else equal, the industrial REITs below the line are relatively undervalued on a leverage-neutral basis while those over the line are relatively overvalued.
Prologis is pricey, and it arguably should be. It is an excellent company with a long track record of outperformance. I think it would be reasonable for an investor who wants a fairly passive approach to just buy PLD and forget about it.
We prefer to extract maximal value within the sector by finding those with some combination of favorable valuation and favorable property portfolio dynamics.
In addition to the cold storage REITs which have their own set of fundamentals, there are 4 traditional industrial REITs that we think are particularly interesting at the moment.
EGP STAG REXR OLP All 4 of these have U.S.-based portfolios which is advantageous as Prologis’ report revealed U.S. outperformance. Occupancy in the U.S. is relatively high and inflecting upward.
PLD Supplemental
Smaller footprint industrial properties are outperforming. Most of the new supply is big so the smaller properties have had to compete less with developments. PLD breaks down occupancy by size
PLD
EastGroup Properties (EGP) is the most exposed to smaller footprints which we believe will be an enduring advantage.
STAG Industrial and Rexford are the most undervalued industrial REITs on a leverage neutral basis. We have known STAG since we took our first position in it shortly after its IPO. It is a well-managed company and its fundamentals have been remarkably up and to the right.
S&P Global Market Intelligence
We view its current valuation as highly opportunistic.
Rexford is a bit more of a question mark. It is interesting and we will be looking into it further but are not yet ready to pull the trigger on a full position. Its valuation is very attractive at a steep discount to NAV and a low AFFO multiple. The sticking point is that REXR is highly concentrated in the Inland Empire which has been both the best submarket and the worst submarket depending on what timeframe one is viewing. These coastal markets are still rough but PLD did express some optimism for a positive inflection.
I am leaning toward waiting a bit longer to see the inflection actually hit the data, and in so doing, risk missing some of the upside in REXR stock.
OLP is a more niche play on the industrial space which we discuss in greater detail here.
The bottom line Industrial REITs are fundamentally strong with PLD providing fresh data on a clear upward inflection point. PLD is a reasonable way to play the sector, but given its high valuation I think some of its peers are better positioned.
Key Takeaways BXP is expected to post slightly higher Q2 revenues, while FFO per share is projected to remain flat.BXP entered Q2 with 1.44M square feet of signed vacant-space leases and a 1.7M-square-foot pipeline.BXP may benefit from AI-driven leasing and office demand, though costs and interest expense remain headwinds. BXP, Inc. (BXP - Free Report) is slated to report second-quarter 2026 results on July 28, after market close. The company’s quarterly results are likely to display a year-over-year increase in revenues and no change in funds from operations (FFO) per share.
In the last reported quarter, this office real-estate investment trust (REIT) reported FFO per share of $1.59, edging past the Zacks Consensus Estimate of $1.58. The quarterly results reflected healthy leasing activity and higher occupancy.
Over the preceding four quarters, BXP’s FFO per share surpassed the Zacks Consensus Estimate thrice and missed in the remaining period, the average beat being 0.49%. This is depicted in the graph below:
US Office Market in Q2Per a Cushman & Wakefield report, the U.S. office market continued to recover in the second quarter of 2026, with AI-driven business expansion emerging as a key catalyst for demand, particularly in major gateway markets. AI companies, along with law firms and other professional-services tenants, increasingly sought high-quality office space to support employee collaboration, productivity and growth.
Although quarterly net absorption was slightly negative at 360,000 square feet, the four-quarter rolling total rose to 14.3 msf — the strongest since 2020 and the seventh consecutive quarter of improvement. Demand was broad-based, with positive annual absorption in 60% of tracked markets.
Vacancy stabilized at 20.1%, while available sublease space fell 15% year over year and 28% from its first-quarter 2024 peak. Class A offices continued to outperform, with vacancy declining 50 bps year over year and four-quarter net absorption reaching 24.5 msf, the highest since mid-2020. This stronger demand also supported premium pricing, with Class A asking rents averaging $44.17 per square foot in second-quarter 2026, well above the $38.38 national average across all office classes.
Supply conditions also remain supportive. Office completions fell to a 14-year low, the construction pipeline stayed below 20 msf, while conversions, demolitions and repositioning surged. These trends should limit oversupply and support further improvement in premium office fundamentals.
BXP: Factors at Play and Q2 ProjectionsBXP’s second-quarter 2026 results are likely to benefit from strong demand for premier offices, return-to-office trends and AI-related leasing in San Francisco and New York. The company entered the quarter with 1.44 million square feet of signed vacant-space leases and a 1.7-million-square-foot negotiation pipeline, supporting further occupancy and rental growth.
However, elevated leasing costs, tenant concessions, redevelopment spending and higher interest expenses may have limited margin expansion.
The Zacks Consensus Estimate for second-quarter revenues is pegged at $813 million, implying a marginal increase from the prior-year quarter’s reported number.
BXP’s activities in the to-be-reported quarter were inadequate in garnering analysts’ confidence. The Zacks Consensus Estimate for second-quarter FFO per share has remained unchanged at $1.71 over the past three months. It suggests no change from the year-ago quarter’s tally.
What Our Quantitative Model Predicts for BXPOur proven model predicts a surprise in terms of FFO per share for BXP this quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is the case here.
BXP has an Earnings ESP of +0.18% and currently carries a Zacks Rank of 3. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Other Stocks That Warrant a LookHere are two other stocks from the broader REIT sector — Digital Realty Trust (DLR - Free Report) and Cousins Properties (CUZ - Free Report) — you may want to consider, as our model shows that these also have the right combination of elements to report an FFO beat this quarter.
Digital Realty is slated to report quarterly numbers on July 23. DLR has an Earnings ESP of +2.30% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Cousins is slated to report quarterly numbers on July 30. CUZ has an Earnings ESP of +0.45% and a Zacks Rank of 3 at present.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
Coinbase Global, Inc. (COIN - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned +11.2% over the past month versus the Zacks S&P 500 composite's +0.3% change. The Zacks Financial - Miscellaneous Services industry, to which Coinbase Global belongs, has lost 3.8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Coinbase Global is expected to post earnings of $0.19 per share for the current quarter, representing a year-over-year change of +58.3%. Over the last 30 days, the Zacks Consensus Estimate has changed -13.8%.
The consensus earnings estimate of $1.41 for the current fiscal year indicates a year-over-year change of -65%. This estimate has changed -18.8% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $4.27 indicates a change of +202.7% from what Coinbase Global is expected to report a year ago. Over the past month, the estimate has changed -10.8%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Coinbase Global is rated Zacks Rank #4 (Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Coinbase Global, the consensus sales estimate of $1.32 billion for the current quarter points to a year-over-year change of -11.8%. The $5.88 billion and $7.02 billion estimates for the current and next fiscal years indicate changes of -18.1% and +19.4%, respectively.
Last Reported Results and Surprise HistoryCoinbase Global reported revenues of $1.41 billion in the last reported quarter, representing a year-over-year change of -30.5%. EPS of -$0.17 for the same period compares with $1.94 a year ago.
Compared to the Zacks Consensus Estimate of $1.5 billion, the reported revenues represent a surprise of -5.61%. The EPS surprise was -147.22%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Coinbase Global is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Coinbase Global. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Roblox To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Roblox between October 30, 2025 and April 30, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 22, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) and reminds investors of the August 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Watch our latest video highlighting the key allegations: https://youtu.be/rFoJC-j0rW0
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Roblox's securities at artificially inflated prices.
On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter.
Investors and analysts reacted immediately to Roblox's revelation. The price of Roblox's common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Roblox's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Verra class action, go to www.faruqilaw.com/RBLX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Roblox Corporation Securities Class Action Lawsuit:
What is the Roblox Corporation securities fraud lawsuit about?
The Roblox Corporation securities fraud lawsuit is a federal securities class action alleging that Roblox Corporation (NYSE: RBLX) and its executives made false and misleading statements to investors by concealing that the Company's age verification rollout would cause a significant slowdown in growth rates, reduce on-platform communication, lead to app store rating reductions, and materially impair Roblox's organic growth potential. As the truth emerged on April 30, 2026 - when Roblox announced Q1 fiscal 2026 results, slashed bookings growth guidance to just 8-12%, disclosed margin deterioration, and revealed that age verification adoption had only reached 51% of global daily active users (up from just 45% the prior quarter), signaling far greater engagement impacts than management had previously suggested - RBLX's stock price fell from $55.26 to $45.13 per share, a decline of approximately 18.33% in a single day, causing significant losses for investors.
Who may be eligible to participate in the Roblox Corporation class action lawsuit?
Investors who purchased or acquired Roblox Corporation (RBLX) securities between October 30, 2025 and April 30, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Roblox securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Roblox employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Roblox Corporation lawsuit?
A lead plaintiff in the Roblox Corporation class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Roblox investor who purchased RBLX securities during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 7, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Roblox Corporation stock during the Class Period?
Investors who purchased Roblox Corporation (RBLX) securities between October 30, 2025 and April 30, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Roblox Corporation securities class action is August 7, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/RBLX for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305991
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- National shareholder rights firm Hagens Berman alerts investors in Roblox Corporation (NYSE: RBLX) that the alleged class period in the ongoing securities class action litigation has been expanded. A new lawsuit now covers investors who purchased or otherwise acquired Roblox common stock between October 31, 2024 through April 30, 2026, inclusive.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 31, 2024 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox's disclosures about its commitment toward protecting the safety of young users of its platform and the recent the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
During the Class Period, Roblox and its senior management have assured investors that "safety would be paramount[,]" "building safety into our products has been a huge effort[,]" and "[o]ur approach to safety includes multiple proactive measures as well as parental controls[.]" They have also emphasized that "b]ecause our Platform includes children aged 5 and over, our safety and civility policies are purpose-built to be strict."
Investors slowly learned the truth through a series of disclosures beginning on October 30, 2025. That day, the Company revealed that it would be instituting enhanced age verification technology globally beginning in January 2026. On this news, the price of the Company's common stock declined 16% from $133.74 per share to $113.00 per share, wiping out $13 billion in market value.
Then, on April 30, 2026, Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%, investors glimpsed what was really going on.
Roblox said just 51% of its global DAUs age checked and also said that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.
"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox 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.
In its upcoming report, Nucor (NUE - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $4.57 per share, reflecting an increase of 75.8% compared to the same period last year. Revenues are forecasted to be $9.87 billion, representing a year-over-year increase of 16.7%.
The current level reflects an upward revision of 6.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
In light of this perspective, let's dive into the average estimates of certain Nucor metrics that are commonly tracked and forecasted by Wall Street analysts.
Analysts predict that the 'Net sales to external customers- Steel products' will reach $2.97 billion. The estimate indicates a year-over-year change of +11.6%.
The consensus estimate for 'Net sales to external customers- Steel mills' stands at $6.41 billion. The estimate points to a change of +22.1% from the year-ago quarter.
Analysts' assessment points toward 'Net sales to external customers- Raw materials' reaching $683.92 million. The estimate indicates a year-over-year change of +25.3%.
Based on the collective assessment of analysts, 'Net sales to external customers- Structural' should arrive at $875.19 million. The estimate suggests a change of +26.1% year over year.
The average prediction of analysts places 'Sales in Tons Outside Customers - Total steel products' at 1227 thousands of tons. The estimate is in contrast to the year-ago figure of 1141 thousands of tons.
Analysts expect 'Sales Tons to outside customer (Steel) - Total Steel Mills' to come in at 5613 thousands of tons. Compared to the present estimate, the company reported 5044 thousands of tons in the same quarter last year.
The collective assessment of analysts points to an estimated 'Average Steel Product Price per ton' of 2417 dollars per tonne. Compared to the present estimate, the company reported 2331 dollars per tonne in the same quarter last year.
The combined assessment of analysts suggests that 'Average sales price per ton (Steel) - Total Steel Mills' will likely reach 1183 dollars per tonne. Compared to the present estimate, the company reported 1041 dollars per tonne in the same quarter last year.
According to the collective judgment of analysts, 'Sales Tons to outside customer (Steel) - Sheet' should come in at 2775 thousands of tons. The estimate compares to the year-ago value of 2449 thousands of tons.
It is projected by analysts that the 'Sales Tons to outside customer (Steel) - Bars' will reach 1625 thousands of tons. The estimate is in contrast to the year-ago figure of 1507 thousands of tons.
The consensus among analysts is that 'Sales Tons to outside customer (Steel) - Structural' will reach 559 thousands of tons. The estimate compares to the year-ago value of 513 thousands of tons.
Analysts forecast 'Sales Tons to outside customer (Steel) - Plate' to reach 652 thousands of tons. The estimate is in contrast to the year-ago figure of 575 thousands of tons.
View all Key Company Metrics for Nucor here>>>
Over the past month, shares of Nucor have returned -2.7% versus the Zacks S&P 500 composite's +0.3% change. Currently, NUE carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
