Track market-moving stories before they get noisy

Key Takeaways ADP stock gained 23% in three months, beating the industry and broader market.Wider EBIT margins helped ADP turn revenue growth into stronger earnings gains.ADP paid $1.9 billion in dividends and ended the quarter with $3.2 billion in cash. ADP (ADP - Free Report) stock has rallied over the past three months. The company’s shares have surged 23%, outperforming the industry’s 1.4% growth and the Zacks S&P 500 Composite's 4.5% appreciation.

3-Month Share Price Performance                                                                   Image Source: Zacks Investment Research

Let us delve into the factors that have contributed to the company’s outperformance.

Strong Margins Anchor ProfitabilityADP’s top line moved up 3.6% sequentially during the second quarter of fiscal 2026, which then increased exponentially by 10.8% during the third quarter of fiscal 2026. This top-line momentum was accompanied by 7.7% and 28.6% sequential growth in adjusted EBIT in the second and third quarters of fiscal 2026, respectively.

A disproportionate growth between revenues and adjusted EBIT is a clear indication of heightened operational efficiency, as evidenced by a 50 basis points (bps) and 420 bps expansion in adjusted EBIT margins during the aforementioned quarters.

These strong margins translated into significant improvement in net earnings, resulting in impressive bottom-line growth. During the second quarter of fiscal 2026, net earnings increased 4.8% sequentially, resulting in a 5.2% upsurge in the bottom line.

Although similar, the momentum achieved during the third quarter of fiscal 2026 was aggressive, as net earnings spiked 28% sequentially, pushing the bottom line up by 29%. This performance is a testament to ADP’s ability to convert incremental revenue gains into high-margin bottom-line growth, fortifying investor morale in the scalability of its operations.

Dividends Attract Income-Seeking InvestorsADP has a consistent track record of dividend payments. The company paid $1.9 billion, $2.2 billion and $2.4 billion in dividends during fiscal 2023, 2024 and 2025, respectively. During the nine months ended as of March 31, 2026, ADP paid $1.9 billion in dividends, a substantial rise from the year-ago period’s $1.8 billion. Such moves, despite turbulent cash flow, indicate the company’s commitment to returning value to shareholders and underline its confidence in the business.

Solid Balance Sheet Bolsters LiquidityADP’s balance sheet reveals that it holds a cash chest of $3.2 billion as of the end of the third quarter of fiscal 2026 compared with no current debt, strengthening its liquidity. It is further justified by a current ratio of 1.04 during the third quarter of fiscal 2026 that improved marginally from the year-ago quarter. While the metric stands lower than the industry average of 1.9, being above 1 bodes well with investors, signaling efficiency in covering short-term obligations.

Zacks Rank & Stocks to ConsiderADP currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader Zacks Computer and Technology sector are Amphenol Corporation (APH - Free Report) and MKS Inc. (MKSI - Free Report) , each flaunting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Amphenol Corporation has a long-term earnings growth expectation of 24%. Amphenol Corporation delivered a trailing four-quarter earnings surprise of 14.1%, on average.

MKS has a long-term earnings growth expectation of 29.9%. MKS delivered a trailing four-quarter earnings surprise of 7.5%, on average.

Dividend Increases: From Over 10% Yields to Over 10% Dividend GrowthAnnaly Capital Management NYSE: NLY reported a stronger second quarter of 2026, citing book value growth, improved earnings available for distribution and continued expansion across parts of its diversified housing finance platform.

Chief Executive Officer and Co-Chief Investment Officer David Finkelstein said the company generated a 5.5% economic return during the quarter, helped by lower rate volatility despite rising interest rates. He said earnings available for distribution, or EAD, totaled $0.79 per share, marking the ninth consecutive quarter in which EAD exceeded the company’s dividend.

Get NLY alerts:

Here's Who Wins If Trump's 50-Year Mortgages Come to MarketAnnaly recently increased its quarterly common dividend to $0.75 per share. Finkelstein said the company’s board was “very methodical” in evaluating the dividend and wanted to ensure it was “earnable.” He said Annaly expects to cover the payout over time, while acknowledging that individual quarters could fluctuate.

Book Value Rises as Earnings Top Dividend Chief Financial Officer Serena Wolfe said Annaly’s book value per share increased 1.7% from the prior quarter to $20.15 as of June 30, 2026. Including the $0.75 quarterly dividend, the company’s economic return for the first half of the year was 6.9%.

6 Mortgage REITS: How Badly Could Rising Rates Hurt Them?Wolfe said EAD per share rose $0.03 from the prior quarter to $0.79. The increase was primarily driven by higher average yields on the Agency portfolio, higher securitization volumes in Residential Credit and favorable funding costs. Average repo rates declined 6 basis points to 3.84% during the quarter, while the weighted average coupon on the Agency portfolio increased 11 basis points to 5.11%.

Net interest margin increased 5 basis points to 1.76%, and net interest spread improved 8 basis points to 1.50%. Wolfe said both metrics benefited from higher asset yields, partly offset by modest increases in economic funding costs and lower swap income as SOFR declined during the period.

Annaly ended the quarter with economic leverage of 5.6 times, down slightly from 5.7 times in the prior quarter. The company also raised about $450 million of equity through its at-the-market program during the quarter.

Agency Portfolio Grows Amid Strong Demand Finkelstein said Annaly increased its Agency portfolio by roughly $3 billion during the quarter, ending at $95 billion in market value. The capital allocation to Agency assets rose to 57%.

He said Agency mortgage-backed securities spreads tightened during the quarter as de-escalation in the Middle East contributed to lower realized and implied rate volatility. Demand remained strong, supported by fixed-income inflows, overseas investors and a robust collateralized mortgage obligation market, which Finkelstein said is absorbing about 30% of gross issuance.

Annaly modestly moved up in coupon during the quarter, reducing exposure to 4.5% coupons in favor of 5.5% and 6% coupons. Finkelstein said new capital was primarily invested into production coupon mortgage-backed securities and Agency commercial mortgage-backed securities.

V.S. Srinivasan, Head of Agency, said in the Q&A session that the company’s strategy for managing prepayment risk has been to move up in coupon through “quality specified pools” with call protection. He said Annaly has been deliberate in constructing that portfolio over the last several years.

Finkelstein also said Annaly added swap hedges during the quarter to protect against rising rates. He said the hedge portfolio remains diversified across Treasuries, futures and swaps, with a preference for swaps given their carry profile and balance sheet availability.

Residential Credit Platform Posts Record Loan Purchases Annaly’s Residential Credit portfolio ended the second quarter at $10.4 billion in market value, roughly unchanged from the prior quarter and representing 22% of firm capital.

Finkelstein said Annaly purchased $7.1 billion of loans during the quarter, including activity through the Onslow Bay correspondent channel, whole loan bulk purchases and partnerships. He called it a new quarterly record for the business. Onslow Bay produced $6.7 billion of locks and $5.1 billion of fundings.

The company closed 13 securitization deals during the quarter totaling $6.8 billion in principal balance, creating about $780 million of proprietary investments. Year to date, the OBX platform priced 25 transactions totaling $14.2 billion. Finkelstein said Annaly remains the largest issuer of Expanded Credit mortgages and the second-largest issuer overall.

Mike Fania, Co-Chief Investment Officer and Head of Residential Credit, said Annaly’s advantages in sourcing loans include longstanding originator relationships, a broad correspondent network and consistent pricing through market cycles. He said the company faces more than 350 correspondents and recently expanded into non-delegated correspondent lending.

Fania said Non-QM and DSCR loans remain Annaly’s core Residential Credit collateral types. He said those categories accounted for 70% of the company’s 2026 securitization volume to date and remain the highest-returning and most scalable areas for Annaly.

MSR Portfolio Remains Stable Annaly’s mortgage servicing rights portfolio ended the quarter at about $4.1 billion in market value, representing 21% of firm capital. Finkelstein said the company modestly rotated the portfolio toward higher average loan balances, committing to purchase approximately $200 million in market value of MSR while also committing to sell two lower-loan-balance bulk pools for $220 million in proceeds.

Ken Adler, Head of Mortgage Servicing Rights, said Annaly’s variable-cost model using sub-servicers gives it flexibility in the MSR market. He said moving into higher average loan balance MSR enhances returns because the company pays a fixed servicing cost per loan, making higher-balance loans more efficient for Annaly’s model.

Finkelstein said MSR portfolio fundamentals remained favorable. Prepayment speeds rose seasonally to 5.2 CPR but remained below initial model projections. Serious delinquencies were range-bound around 50 basis points. The portfolio had a weighted average note rate of 3.3%, which Finkelstein said was the lowest among the 20 largest MSR holders.

Management Highlights Liquidity and Capital Flexibility Wolfe said Annaly ended the quarter with $8 billion in unencumbered assets, including $5.5 billion in cash and unencumbered Agency mortgage-backed securities. Including pledged but undrawn MSR value, she said Annaly had $9.6 billion of total assets available for financing at quarter-end, up about $580 million from the prior quarter.

Finkelstein said Annaly continues to see compelling opportunities across Agency, Residential Credit and MSR. He characterized Agency spreads as attractive, with mid-teens levered returns, and said Residential Credit continues to offer strong growth potential supported by Annaly’s sourcing and securitization capabilities.

In response to an analyst question about capital deployment, Finkelstein said the marginal dollar would likely go into Agency, with Residential Credit added as opportunities arise. He also said MSR remains attractive and noted that Annaly had purchased an MSR package after quarter-end with a sub-3% note rate.

Finkelstein said Annaly’s operating-light structure remains a key advantage, allowing the company to allocate capital across housing finance opportunities without depending on loan origination volume or servicing operations.

About Annaly Capital Management (NYSE:NLY)Annaly Capital Management, Inc is a publicly traded real estate investment trust (REIT) that specializes in generating income through investment in mortgage-related assets. The company's core business activities include the acquisition, financing, and management of a diversified portfolio of agency and non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), and other real estate debt instruments. Annaly seeks to profit from the spread between the interest earned on its mortgage investments and its cost of funds, as well as from capital gains realized through active portfolio management.

Founded in 1997 and headquartered in New York City, Annaly has grown to become one of the largest mortgage REITs in the United States.

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

Should You Invest $1,000 in Annaly Capital Management Right Now?Before you consider Annaly Capital Management, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Annaly Capital Management wasn't on the list.

While Annaly Capital Management currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.

"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.

Get This Free Report

Key Takeaways AGNC's lower projected supply and firm demand are improving the outlook for Agency MBS.Tangible net book value rose 2.4% to $8.58, supporting a 6.7% economic return on equity.AGNC raised its weighted average coupon to 5.04% as higher-coupon mortgages outperformed hedges. AGNC Investment Corp. (AGNC - Free Report) used its second-quarter earnings call to make a forward-looking case for Agency mortgage-backed securities, even as management described the macro backdrop as unusually volatile. The core message was that supply and demand trends in mortgages are improving despite geopolitical and rate uncertainty.

AGNC reported earnings per share (EPS) of $0.40, beating the Zacks Consensus Estimate of $0.38. However, revenues of $305 million fell short of the consensus mark of $364.40 million.

AGNC Sees Better Mortgage TechnicalsPeter Federico, president, CEO and chief investment officer, said that the quarter was shaped by rising tensions between the United States and Iran, higher energy prices and supply chain disruptions, all of which pushed Treasury yields higher and flattened the curve. Federico nevertheless argued that the setup for Agency MBS improved.

Federico said that elevated mortgage rates are reducing projected Agency MBS supply while demand remains firm. On the call, he added that bond fund inflows topped $400 billion in the first half, with banks, foreign investors and REITs also expected to remain net buyers of Agency MBS.

Federico also contrasted mortgage valuations with corporate credit and said that Agency MBS still look attractive against corporate bonds that are trading at historically tight spreads despite heavy issuance and rising credit concerns.

AGNC Posted Strong Book Value GainsBernice Bell, executive vice president and CFO, said that AGNC generated a 6.7% economic return on tangible common equity in the quarter, made up of $0.36 in dividends per share and a $0.20 rise in tangible net book value per share. Tangible net book value ended June at $8.58, up 2.4% from $8.38 as of March-end.

Comprehensive income came in at $0.52 per common share, while net spread and dollar roll income was $0.40 per share, down from $0.42 in the prior quarter. Bell tied that decline to a 6-basis-point narrowing in net interest spread as lower asset yields from portfolio repositioning partly offset somewhat lower funding costs.

The press release also showed an annualized net interest spread of 2.00% for the quarter, down from 2.06% in the first quarter, with average total cost of funds improving modestly to 2.89% from 2.92%.

AGNC Shifted Toward Higher CouponsManagement said that the portfolio was repositioned to benefit from a more benign prepayment backdrop. Projected CPR fell to 8.6% from 10.3%, while actual CPR was 13.0% compared with 13.2% in the prior quarter.

Federico said that AGNC sold some lower-coupon MBS and bought higher-coupon paper during the quarter. As a result, the weighted average coupon on the portfolio rose to 5.04%, and higher-coupon mortgages delivered the strongest outperformance against hedges.

By quarter-end, the investment portfolio stood at $97.2 billion, with 94% in 30-year fixed-rate Agency MBS and TBA securities. Management also kept the duration gap unchanged at 0.7 years.

AGNC Stayed Selective on Capital RaisingBell said that AGNC Investment issued $167 million of common equity through its at-the-market program during the quarter, and Federico described that activity as disciplined and opportunistic rather than automatic.

On the Q&A, a BTIG analyst asked about returns on incremental investments and how valuation affects issuance. Federico said that mortgage spreads near 130 to 150 basis points can support levered returns in the 15% to 17% range, aligning with the economics of the dividend.

A Piper Sandler analyst also pressed on lighter issuance. Federico said that management did not want ATM activity to interfere with trading in the stock and chose a lighter touch because market conditions and stock trading dynamics were not as well aligned as in prior periods.

AGNC Put Policy Questions in FocusThe Q&A showed that investors are still focused on market structure as much as on quarterly earnings. Multiple analysts asked about GSE purchase activity, leverage and pending regulatory changes.

Federico said that GSE purchases were only slightly positive in the first two months of the quarter even as mortgage spreads tightened, which showed the agencies were being complementary rather than crowding out private capital. He added that the GSEs still have about $120 billion of purchase capacity.

He also said that the proposed Basel capital rules should be positive for mortgages by allowing banks to hold more mortgage credit at lower capital requirements. On the Fed, Federico said that investors will be watching whether balance-sheet policy eventually preserves some mortgage holdings and supports repo market liquidity.

AGNC Leaves the Call With a Clear BiasThe clearest takeaway from management was not that volatility has faded, but that AGNC believes mortgage market technicals are getting better underneath the noise. Federico repeatedly returned to lower supply, durable demand and relative value versus corporates.

Bell’s update added a near-term reality check, saying tangible net book value was down about 1% as of late last week, or a little less than 2% net of July’s dividend accrual. Even so, leverage remained at 7.4x, and liquidity totaled $7.5 billion, leaving AGNC positioned to stay active.

Zacks Signals on AGNCAGNC carries a Zacks Rank #3 (Hold), along with a Value Score of B, a Growth Score of C, a Momentum Score of A and a VGM Score of B. Zacks says the Rank is the first step in stock selection, while Style Scores work as a complement, with better letter grades indicating stronger expected performance over the next one to three months. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Style Score hierarchy still matters, and stronger scores are more favorable than weaker ones. AGNC’s Momentum Score of A and VGM Score of B are constructive signals within that framework, though the Zacks Rank can change as earnings estimate revisions adjust after the quarter.

Key Takeaways Chubb's core operating EPS rose 18.2% to $7.26, beating estimates by 9.5%.P&C underwriting income increased 18.8%, while the combined ratio improved to 83.8%.Record investment income and lower catastrophe losses helped strengthen Chubb's quarterly results. Chubb Limited (CB - Free Report) reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year.

Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Stronger P&C underwriting, record investment income and higher life insurance income supported results. Net premiums earned increased 5.8% to $13.89 billion.

CB's Underwriting Profit RisesP&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion.

Current accident year underwriting income, excluding catastrophe losses, advanced 5.8% to $2.13 billion. The corresponding combined ratio improved 10 basis points to 82.2%, indicating steady underlying profitability.

Chubb's Catastrophe Losses DeclinePre-tax net catastrophe losses were $475 million, down from $630 million in the year-ago quarter. Favorable prior-period reserve development increased to $283 million from $249 million.

These factors helped offset softer conditions in selected property lines. Management said pricing pressure remained most pronounced in large-account and excess and surplus property, while softness was spreading to parts of casualty and financial lines.

CB's Premium Growth Remains BroadConsolidated net premiums written increased 3.6% year over year to $14.71 billion. The Zacks Consensus Estimate was $15 billion while our estimate was $15.1 billion. P&C net premiums written rose 3.0% to $12.77 billion and increased 6.3% when large-account and excess and surplus property were excluded.

Global P&C net premiums written, excluding agriculture, advanced 2.8% to $11.99 billion. Life insurance net premiums written grew 7.5% to $1.94 billion, adding balance to the company's premium expansion.

Chubb's North America Results DivergeNorth America Commercial P&C net premiums written declined 2.3% to $5.59 billion. Our estimate was $5.9 billion. Major accounts and specialty fell 9.0% as underwriting actions weighed on property business, while middle-market and small commercial premiums increased 8.9% to $2.34 billion.

North America Personal P&C net premiums written grew 6.0% to $2.05 billion (our estimate was $2 billion), while its combined ratio improved 620 basis points to 67.3%. Agricultural premiums rose 6.0% to $776 million (our estimate was $769 billion), though the segment's combined ratio increased 60 basis points to 89.7%.

CB's Overseas Business Delivers GrowthOverseas General Insurance net premiums written jumped 10.2% to $3.99 billion, or 4.8% in constant dollars. Our estimate was $4.2 billion. Commercial P&C premiums increased 8.8%, while consumer P&C premiums advanced 12.1%.

The segment's combined ratio improved 810 basis points to 82.2%. Latin America, Asia and Europe posted premium growth of 15.6%, 12.0% and 5.1%, respectively, underscoring the benefit of Chubb's geographic diversification.

Chubb's Investment and Life Income RisePre-tax net investment income increased 12.3% to a record $1.76 billion. Adjusted net investment income rose 11.4% to $1.88 billion, supported by fixed-income and alternative asset portfolios.

Life Insurance segment income increased 9.0% to $332 million. Net premiums written and deposits collected climbed 14.4% to $2.65 billion, with International Life income up 13.0%.

CB's Cash Flow Funds Shareholder ReturnsOperating cash flow totaled $3.73 billion, while adjusted operating cash flow was $3.48 billion. Chubb returned $1.37 billion to shareholders during the quarter.

Share repurchases totaled $979 million at an average price of $327.18 per share. Dividend payments were $395 million, bringing the total capital returned during the first six months of 2026 to $2.90 billion.

Chubb's Book Value StrengthensBook value per share was $195.45 as of June 30, 2026, up 12.3% year over year. Tangible book value per share increased 17.1% to $131.93.

Annualized core operating return on tangible equity was 21.2%, while annualized core operating return on equity was 14.5%. Total invested assets were $175.40 billion, supporting the company's investment income base.

Zacks RankChubb currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other InsurersThe Progressive Corporation’s (PGR - Free Report) second-quarter 2026 earnings per share of $4.85 beat the Zacks Consensus Estimate by 3.2%. The bottom line, however, decreased 6.1% year over year. Net premiums written were $21.1 billion in the quarter, up 5% from $20.1 billion a year ago.

Net premiums earned grew 6% to $21.6 billion. The reported figure met the Zacks Consensus Estimate. Net realized gains on securities were $604 million, up 56% year over year. Combined ratio — the percentage of premiums paid out as claims and expenses — deteriorated 110 basis points from the prior-year quarter’s level to 87.1.

The Travelers Companies, Inc. (TRV - Free Report) reported second-quarter 2026 core income of $10.04 per share, which beat the Zacks Consensus Estimate of $5.21 by 92.7%. The bottom line climbed 54% year over year. Revenues of $12.09 billion missed the Zacks Consensus Estimate of $12.27 billion by 1.5%.

Net investment income rose 14% year over year to $1.07 billion pre-tax ($883 million after tax). The combined ratio improved 670 basis points year over year to 83.6%, reflecting lower catastrophe losses, stronger reserve development and a better underlying combined ratio.

W.R. Berkley Corporation (WRB - Free Report) reported second-quarter 2026 operating income of $1.27 per share, which beat the Zacks Consensus Estimate by 16.5%. The bottom line increased 21% year over year. Operating revenues totaled $3.8 billion, up 3.6% year over year. The top line surpassed the consensus estimate by 1.87%.

W.R. Berkley’s net premiums written were about $3.4 billion, up 2.4% year over year. The figure surpassed our estimate of $3.4 billion. The consolidated combined ratio (a measure of underwriting profitability) improved 160 basis points year over year to 90, missing the Zacks Consensus Estimate of 92.

The market expects Aon (AON - Free Report) 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 is important in assessing the company's earnings picture, but a powerful factor that might influence 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 insurance brokerage is expected to post quarterly earnings of $3.77 per share in its upcoming report, which represents a year-over-year change of +8%.

Revenues are expected to be $4.26 billion, up 2.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.03% 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 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

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 Aon?For Aon, 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 +0.24%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Aon 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 Aon would post earnings of $6.33 per share when it actually produced earnings of $6.48, delivering a surprise of +2.37%.

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.

Aon 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 ResultsBrown & Brown (BRO - Free Report) , another stock in the Zacks Insurance - Brokerage industry, is expected to report earnings per share of $1.08 for the quarter ended June 2026. This estimate points to a year-over-year change of +4.9%. Revenues for the quarter are expected to be $1.72 billion, up 34% from the year-ago quarter.

The consensus EPS estimate for Brown & Brown has been revised 0.2% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.31%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Brown & Brown will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

On CNBC’s Mad Dash segment on Wednesday, July 22, Jim Cramer credited CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) and CEO George Kurtz with calling machine-on-machine attacks before the broader market caught on. “CrowdStrike has long predicted, George Kurtz, that one day the machines would take over, the robots would attack the robots,” Cramer said.

Video Muted

Following recent security incidents involving AI companies, Cramer called machine-on-machine attacks a “watershed moment” that could increase demand for the world’s best cybersecurity solutions: “This is what’s happened in OpenAI, Hugging Face. This is a watershed moment. The machines can take over. It’s very difficult to stop.” He added, “You need certain detection and response. I know that CrowdStrike predicted this in the last quarter.“

CrowdStrike Says Cybersecurity and Frontier AI Have Collided Cramer’s framing aligns with what Kurtz told investors on the Q1 FY27 call. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment. CrowdStrike is AI security infrastructure, critical to successful AI adoption,” Kurtz said, pointing to record net new annual recurring revenue, the QuiltWorks coalition, and AI Detection and Response (AIDR) as evidence of an inflection.

CrowdStrike posted Q1 FY27 revenue of $1.385 billion, up 25.6% year-over-year, and non-GAAP EPS of $1.10 versus the $1.0675 consensus. Net new ARR came in at $255.80 million, up 32% year-over-year, pushing total ARR to $5.51 billion. Free cash flow reached $468.5 million, up 66.76%, with a 34% free cash flow margin.

CrowdStrike Built an AI Defense Stack With OpenAI, Nvidia, and AWS Last quarter, CrowdStrike introduced and expanded products aimed at agentic and machine-generated threats. Falcon AIDR reached general availability, and CrowdStrike rolled out Agentic MDR, the Charlotte AI AgentWorks Ecosystem (built with AWS, NVIDIA, and OpenAI), and Falcon Data Security across endpoints, browsers, SaaS, cloud, and AI workflows. Project QuiltWorks pairs CrowdStrike with OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform.

CrowdStrike’s customers are consolidating on their security tools. 51% of customers run 6 or more modules, 35% run 7 or more, and 25% run 8 or more. That density allows Kurtz to position CrowdStrike as an operating system for security rather than a single-point tool competing with AI-native newcomers.

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

CRWD stock currently trades at $187.34 and is up 63.11% year to date and 58.77% over the past year, but has slipped 9.29% in the last week as investors digest the stock’s valuation after the four-for-one stock split with split-adjusted trading that began on July 2. The stock trades at roughly 164 times forward earnings, with an average analyst target of $189.18 across 41 buy or strong-buy ratings out of 53 covering analysts.

Palo Alto Networks Fits the Same Thesis Palo Alto Networks (NASDAQ:PANW) CEO Nikesh Arora said last quarter that “the latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” Palo Alto’s Next-Generation Security ARR reached $8.10 billion in Q3 FY2026, up 60% year-over-year, on $3.00 billion in revenue, up 31.1%.

Analysts are raising their price targets. Argus Research lifted its PANW target from $320 to $425 on July 21, and Capital One tagged the stock Overweight with a $421 price target. Morgan Stanley placed both CrowdStrike and Palo Alto in its Moat & Journey framework of Overweight software picks alongside Microsoft (NASDAQ:MSFT), Cloudflare (NYSE:NET), and ServiceNow (NYSE:NOW)

What to Watch Next Cramer’s point echoes what Citi’s CIO Kate Moore recently argued: cybersecurity budgets remain underfunded relative to the surface area AI is creating. The Gartner Tokyo Security Summit on July 22 drew more than 840 CISOs, with agentic AI and machine identity dominating the agenda.

Investors should watch whether that demand translates into stronger annual recurring revenue, greater adoption of security modules, and higher customer spending in upcoming earnings reports.

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

Contact [email protected] for any questions or corrections.

Wall Street expects a year-over-year decline in earnings on higher revenues when Ares Capital (ARCC - 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 private equity firm is expected to post quarterly earnings of $0.47 per share in its upcoming report, which represents a year-over-year change of -6%.

Revenues are expected to be $768.95 million, up 3.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.52% 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

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 Ares Capital?For Ares Capital, 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 -3.85%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that Ares Capital will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. 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 Ares Capital would post earnings of $0.48 per share when it actually produced earnings of $0.47, delivering a surprise of -2.08%.

The company has not been able to beat consensus EPS estimates in any of the last four quarters.

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.

Ares Capital 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.

Expected Results of an Industry PlayerAres Capital (ARCC - Free Report) , another stock in the Zacks Financial - SBIC & Commercial Industry industry, is expected to report earnings per share of $0.47 for the quarter ended June 2026. This estimate points to a year-over-year change of -6%. Revenues for the quarter are expected to be $768.95 million, up 3.2% from the year-ago quarter.

The consensus EPS estimate for Ares Capital has been revised 0.5% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -3.85%.

This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Ares Capital will beat the consensus EPS estimate. The company could not beat consensus EPS estimates in any of the last four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Biogen Inc. (BIIB - Free Report) is expected to deliver a year-over-year decline in earnings on lower 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 company is expected to post quarterly earnings of $3.13 per share in its upcoming report, which represents a year-over-year change of -42.8%.

Revenues are expected to be $2.43 billion, down 8.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 9.33% 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 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

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 Biogen?For Biogen, 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 -3.60%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Biogen will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. 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 Biogen would post earnings of $2.95 per share when it actually produced earnings of $3.57, delivering a surprise of +21.02%.

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.

Biogen 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.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Medical - Biomedical and Genetics industry, GSK (GSK - Free Report) , is soon expected to post earnings of $1.27 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +3.3%. This quarter's revenue is expected to be $10.77 billion, up 1% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Glaxo has been revised 2.8% up to the current level. Nevertheless, the company now has an Earnings ESP of -0.20%, reflecting a lower Most Accurate Estimate.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Glaxo will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Hledat v komentářích

Investiční doporučení

Výsledky společností - ČR

Výsledky společností - Svět

IPO, M&A

Týdenní přehledy

Detail - články

22.07.2026 18:10

Stát by podle premiéra Andreje Babiše (ANO) mohl uvést 40 procent akcií pražského letiště na burzu, a to zřejmě v roce 2028. Po vykoupení minoritních akcionářů energetické skupiny ČEZ, kterou chce vláda zestátnit, by to podle něj mohla být další příležitost pro investory, kteří chtějí vkládat své peníze do českých akcií. Babiš to sdělil novinářům před odletem do Srbska.

Ministr průmyslu a obchodu Karel Havlíček (ANO) doplnil, že by noví akcionáři pomohli letišti k dalšímu rozvoji, zatímco menšinoví vlastníci ČEZ naopak ve vývoji skupiny brzdí. Letiště je podle Babiše strategické aktivum, které by i po uvedení části společnosti na burzu stát nadále kontroloval.

Záměr uvést podíl pražského letiště na burzu premiér avizoval již dříve. Odbory pražského letiště jsou v současnosti ve stávkové pohotovosti kvůli výběru nového šéfa Radomíra Lašáka. Nejistotu v nich ale vyvolaly i dřívější vyjádření Babiše o částečné privatizaci. Ministryně financí Alena Schillerová (ANO) pak v úterý po setkání s odboráři řekla, že záměr nyní není aktuální a pro tento krok by muselo existovat ekonomické odůvodnění.

Tagy: ipo, Babiš, letiště, BCPP
Reklama

Na tomto místě můžete zahájit diskusi. Zatím nebyl zadán žádný názor. Do diskuse mohou přispívat pouze přihlášení uživatelé (Přihlásit). Pokud nemáte účet, na který byste se mohli přihlásit, registrujte se zde.

Aktuální komentáře

22.07.2026 18:10Stát by mohl dát na burzu až 40 procent akcií pražského letiště v roce 2028, řekl Babiš 18:05A komu tím prospějete? 16:59Šéf Equinoru: EU zřejmě nesplní cíl pro naplnění zásobníků plynu před zimou 16:40Prezident Pavel vetoval spornou novelu rozpočtových zákonů 16:28Alphabet čeká klíčová zkouška. Investoři chtějí vidět návratnost investic do AI   16:27AMD investuje do firmy Anthropic až pět miliard dolarů, Antropic od AMD koupí čipy 15:01Moneta by měla pokračovat v růstu. Klíčovým tématem bude kapitál a výplata akcionářům   13:29Autonomní agent AI se při bezpečnostním testu vymkl kontrole, uvedla OpenAI 13:15Za Starmera vedl obranu, nyní bude Healey šéfem britské státní kasy. Investoři tak sází na vyšší výdaje na obranu 11:40Goldman Sachs hledá příležitosti mimo AI. Sází na spotřebu, finance i cestování 11:10Zatímco se čeká na Google, ropa poskočila výš a opatrnost se vrací   8:56Rozbřesk: O neudržitelnosti nízkých cen potravin v ČR 8:50Babiš otevřel debatu o cukrové dani. Trhy sledují také Írán, léky a energetiku   6:03Cena pojištění AI dluhu roste. Oracle se dostal na úrovně z finanční krize 21.07.2026 17:18Dobré ekonomické a investiční příběhy. Ale ve špatné době? 15:46Zadlužení EU v prvním čtvrtletí vzrostlo na 82,9 procenta HDP, v Česku kleslo 15:40Microsoft investuje miliardy dolarů do infrastruktury francouzského Mistralu 15:32Tesla slibuje AI revoluci, ale letošní investice těžce zaostávají. Středeční výsledky budou testem trpělivosti 14:25UniCredit Bank Czech Republic and Slovakia, a.s.: Oznámení výplaty úrokového výnosu z HZL, ISIN XS2764457078 14:12General Motors zvýšila čtvrtletní zisk o 30 procent, zlepšila výhled
Reklama

Související komentáře

Nejčtenější zprávy dne

Nejčtenější zprávy týdne

Nejdiskutovanější zprávy týdne

Kalendář událostí

ČasUdálost Alphabet Inc (06/26 Q2, Aft-mkt) AT&T Inc (06/26 Q2, Bef-mkt) Dassault Aviation SA (12/22 Q4, Aft-mkt) GE Vernova Inc (06/26 Q2, Bef-mkt) International Business Machines Corp (06/26 Q2, Aft-mkt) Kinder Morgan Inc (06/26 Q2, Aft-mkt) Las Vegas Sands Corp (06/26 Q2, Aft-mkt) Moody's Corp (06/26 Q2, Bef-mkt) Philip Morris International Inc (06/26 Q2, Bef-mkt) ServiceNow Inc (06/26 Q2, Aft-mkt) Tesla Inc (06/26 Q2, Aft-mkt) Texas Instruments Inc (06/26 Q2, Aft-mkt) 7:00Equinor ASA (06/26 Q2) 19:00Deutsche Boerse AG (06/26 Q2) 22:15Raymond James Financial Inc (06/26 Q3)

Halliburton Company (NYSE:HAL) on Tuesday reported better-than-expected second-quarter 2026 results.

Adjusted EPS of 55 cents beat the 54-cent estimate. Revenue rose 3.7% year over year to $5.714 billion, topping the $5.486 billion estimate.

“I am pleased with Halliburton’s performance this quarter, and believe the global outlook for Halliburton is strong. I expect our differentiated technology and value proposition set the stage for revenue growth and margin expansion,” CEO Jeff Miller said.

Halliburton shares fell 1.3% to trade at $32.77 on Wednesday.

These analysts made changes to their price targets on Halliburton following earnings announcement.

Barclays analyst David Anderson maintained the stock with an Overweight rating and lowered the price target from $55 to $53. Evercore ISI Group analyst James West maintained the stock with an Outperform rating and lowered the price target from $46 to $43. Considering buying HAL stock? Here’s what analysts think:

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

Lucid Group Promised Investors a "Repeatable" Operating Cadence and 5,237 Expected Deliveries; Reality Delivered 3,093 Vehicles, a $151.8 Million Revenue Shortfall, and Nearly $1 Billion in Quarterly Losses

, /PRNewswire/ -- Levi & Korsinsky, LLP highlights the contrast between Lucid Group, Inc.'s (NASDAQ: LCID) promises to investors and the results that followed. Check if you can recover your LCID investment losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

LCID shares declined 11.35% on the first corrective disclosure and an additional 4.76% on the second, combining for a reduction of $1.57 in share price.

On February 24, 2026, Lucid Group's leadership told investors the company had achieved "structural" progress and a "repeatable operating cadence heading into 2026." Six weeks later, Lucid revealed it delivered only 3,093 vehicles in Q1, missing expectations by over 40%, after a 29-day delivery halt it never disclosed during those weeks of optimism. The stock slumped from nearly $10 per share to only $8.80 across two corrective disclosures.

The Promise

In late February 2026, Lucid's executives painted a picture of operational maturity and discipline. The lawsuit contends that management made specific, quantifiable representations about the company's trajectory:

An underlying production run rate "that supports up to 7,500 vehicles per quarter" Progress described as "structural" and "not the result of temporary measures" Quality problems with Gravity hardware characterized as overcome Days on hand of 108 in December, with expectations to "trend down in Q1 2026" A focus on "predictable execution and repeatable process improvements" These statements were delivered at the Q4 2025 earnings call on February 24, 2026, and reinforced at the March 12, 2026 investor day, where management emphasized "near-term execution" and "scaling Lucid Gravity" as 2026 priorities.

The Reality

The action claims that while these assurances were being made, a supplier quality issue had already disrupted Gravity deliveries in February 2026. According to the complaint, an unauthorized supplier change resulted in seatbelt anchor welds that did not meet safety standards, forcing Lucid to pause deliveries for 29 days and recall 4,476 vehicles. The filing asserts this was not disclosed until April 3, 2026.

The Numbers: Promised vs. Actual

Expected Q1 Deliveries: 5,237 vehicles → Actual: 3,093 vehicles (41% miss) Expected Q1 Revenue: $433.8 million → Actual: $280-$284 million (35% shortfall) Expected Operating Trajectory: Improving unit economics → Actual: $985 million to $1.005 billion operating loss Expected GAAP EPS: -$2.63 → Actual: -$3.46 (missed by $0.83) Capital Position: Positioned for discipline → Actual: $1.05 billion capital raise announced, including dilutive stock offering What the Lawsuit Alleges About the Gap

The complaint contends that this was not a case of unforeseeable market conditions. As alleged, deliveries were "particularly hit in February" and the disruption was already underway when executives described their operations as structurally improved. The lawsuit asserts that by continuing to tout enhanced capabilities while concealing a known supply chain failure, defendants maintained artificially inflated stock prices during the Class Period.

"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The gap between what Lucid told investors in late February and what was actually occurring in its delivery operations raises serious questions about the adequacy and timeliness of its disclosures." -- Joseph E. Levi, Esq.

Calculate your potential LCID recovery amount or call (212) 363-7500.

LEAD PLAINTIFF DEADLINE: July 28, 2026

ABOUT LEVI & KORSINSKY, LLP -- Levi & Korsinsky, LLP is a nationally recognized shareholder rights firm. Over the past 20 years, the firm has secured hundreds of millions of dollars for aggrieved shareholders. Ranked in ISS Top 50 for seven consecutive years.

Frequently Asked Questions About the LCID Lawsuit

Q: When did Lucid Group allegedly mislead investors? A: The class period runs from February 25, 2026 to April 13, 2026. The alleged fraud was revealed through corrective disclosures on April 3, 2026 and April 14, 2026, causing combined stock declines of $1.57.

Q: What specific misstatements does the LCID lawsuit allege? A: The complaint alleges Lucid Group made materially false or misleading statements regarding its manufacturing and delivery capabilities, including claims of "structural" progress and a "repeatable operating cadence," while a 29-day supplier-driven delivery halt was already disrupting operations. When the true state was revealed, the stock price declined sharply.

Q: What if I already sold my LCID shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact Levi & Korsinsky before July 28, 2026 to evaluate.

Q: What do LCID investors need to do right now? A: Gather brokerage records including 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 a class member.

Q: Has Levi & Korsinsky handled similar cases before? A: Yes, including securities class actions involving revenue inflation, earnings guidance fraud, dividend misrepresentation, and executive misconduct across numerous industries.

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

SOURCE Levi & Korsinsky, LLP

New York, New York--(Newsfile Corp. - July 22, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Lucid Group, Inc. ("Lucid" or the "Company") (NASDAQ: LCID) on behalf of investors that purchased or otherwise acquired Lucid Group securities between February 25, 2026 and April 13, 2026 (the "Class Period").

CLICK HERE TO JOIN THE CASE

If you are an investor in Lucid and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than July 28, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

On Friday April 3, 2026, at the close of the market, Lucid issued in a press release stating that the Company "produced 5,500 vehicles" during the first quarter of 2026, while only "deliver[ing] 3,093 vehicles." The press release further stated that "[d]uring the quarter, deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats" and, "[a]s result of this, the [C]ompany's ability to meet customer demand was impacted." That same day, Reuters published an article entitled "Lucid misses first-quarter vehicle delivery estimates on supplier disruptions." According to the article Chief Executive Officer Marc Winterhoff, said "[d]eliveries were particularly hit in February" when the Company "paused to reverse the change and inspect vehicles already produced."

In the first two trading sessions following the news, the price of Lucid shares declined by $1.13 per share, or 11.35%, to close at $8.83 per share on April 7, 2026.

Then, on April 14, 2026, Lucid announced preliminary first quarter 2026 financial results, including revenue in the range of $280 million to $284 million, well below the consensus estimate of $433.8 million according to the complaint, and loss from operations in the range of $985 million to $1.005 billion.

Following this news, the price of Lucid stock fell $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.

The complaint alleges, among other things, that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (i) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (iii) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.

WHY CONTACT KAPLAN FOX?

Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.

Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.

For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/lucid-group-inc-class-action-alert-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305975

Source: Kaplan Fox & Kilsheimer 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.

Contact Us

, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Lucid Group, Inc. ("Lucid" or the "Company") (NASDAQ: LCID) have opportunity to lead the securities fraud class action lawsuit.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN LUCID GROUP, INC. (LCID), CLICK HERE BEFORE JULY 28, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

 What Is The Lawsuit About?
The complaint filed alleges that, between February 25, 2026 and April 13, 2026, Defendants failed to disclose to investors that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants' 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 action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz, 
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.

If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

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.

SOURCE The Law Offices of Frank R. Cruz, Los Angeles

From Confidence to Collapse: How ZoomInfo's Shifting Investor Sentiment Exposed a 33% Stock Price Decline and Alleged Concealment of Weakening Business Fundamentals

, /PRNewswire/ -- Levi & Korsinsky, LLP provides context on how investor sentiment toward ZoomInfo Technologies, Inc. (NASDAQ: GTM) evolved during the Class Period of November 3, 2025 through May 11, 2026, and how shareholders were allegedly harmed when the true state of the business was revealed. Find out if you qualify to recover your per-share losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

Shares fell approximately 33%, or $1.98 per share, following ZoomInfo's Q1 2026 earnings disclosure on May 11, 2026. The lead plaintiff deadline is August 24, 2026.

For much of late 2025 and early 2026, investor sentiment surrounding ZoomInfo Technologies, Inc. (NASDAQ: GTM) was shaped by a narrative of improving business momentum, accelerating AI adoption, and improving retention metrics. That optimism evaporated on May 12, 2026, when shares lost $1.98 per share, a decline of approximately 33%, after the company disclosed a sharp deterioration in its growth outlook and slashed full-year 2026 guidance

The Early Optimism

The Q3 2025 earnings release on November 3, 2025 carried hallmarks of a turnaround story: record quarterly revenue of $318 million, 5% year-over-year growth, net revenue retention climbing to 90% (the highest since Q2 2023), and a return to Rule of 40 status for the first time in six quarters. The Operations suite was growing over 20% annually and represented more than 15% of total business.

Management also highlighted that the Operations suite was growing more than 20% year over year and represented more than 15% of annual contract value at successive investor conferences throughout November and December 2025, describing ZoomInfo as an "AI beneficiary" with a "generational opportunity" ahead. Full-year 2025 revenue guidance was raised.

The Growing Concerns

Beneath the surface, the lawsuit contends, material headwinds were already undermining the bullish narrative:

Customers in the downmarket segment were experiencing weakening retention and higher churn that management did not adequately disclose The legacy seat-based subscription model faced structural pressure as customers migrated toward consumption-based usage Enterprises were developing their own internal AI-driven go-to-market solutions, reducing dependence on ZoomInfo's platform Despite management's positive descriptions of Copilot, GTM Workspace, and other AI initiatives, these offerings were not preventing weakening demand in the Company's legacy business. These headwinds were allegedly known to management even as they projected "confidence in our path ahead" and guided for positive revenue growth in fiscal 2026.

The Breaking Point

On May 11, 2026, after the market closed, ZoomInfo reported Q1 2026 results that reduced the Company's growth outlook. The company unveiled a sharp decline in its growth outlook and cut its 2026 full-year financial guidance. The contrast between six months of bullish commentary and this sudden reversal triggered an immediate reassessment. GTM shares fell from $6.04 to $4.06 on May 12, 2026.

Sentiment Arc and Investor Harm

The action asserts that the arc from confidence to collapse was not the product of sudden, unforeseeable market shifts. Rather, plaintiffs contend management amplified a turnaround narrative while concealing deteriorating fundamentals in the very segments that would later drive the guidance cut. Investors who purchased GTM shares during the Class Period relied on a sentiment environment that was allegedly sustained by incomplete and misleading disclosures.

"Investor confidence depends on receiving truthful information from the companies they invest in. When the gap between public messaging and internal reality grows this wide, shareholders bear the cost," stated Joseph E. Levi, Esq.

Join the GTM recovery action or contact Joseph E. Levi, Esq. at (212) 363-7500.

ABOUT LEVI & KORSINSKY, LLP — Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report.  Investors who suffered losses have until August 24, 2026 to seek appointment as lead plaintiff.

Frequently Asked Questions About the GTM Lawsuit

Q: When did ZoomInfo allegedly mislead investors? A: The class period runs from November 3, 2025 to May 11, 2026. During this time, ZoomInfo allegedly made materially false or misleading statements about its growth trajectory, customer retention, and the viability of its AI product transition. The alleged fraud was revealed through the corrective disclosure on May 11, 2026, causing a 33% stock price decline.

Q: How much did GTM stock drop? A: Shares fell approximately 33%, a decline of $1.98 per share, after ZoomInfo disclosed a sharp decline in its growth outlook and lowered its 2026 full-year financial guidance. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.

Q: What do GTM investors need to do right now? A: Gather brokerage records including 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 a class member.

Q: What if I already sold my GTM shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What if I missed the lead plaintiff deadline? A: The deadline of August 24, 2026 applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.

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

SOURCE Levi & Korsinsky, LLP

Upstart Holdings, Inc. (UPST - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this company have returned -7%, compared to the Zacks S&P 500 composite's +0.3% change. During this period, the Zacks Financial - Miscellaneous Services industry, which Upstart falls in, has lost 3.8%. 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.

Revisions to Earnings EstimatesRather 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.

Upstart is expected to post earnings of $0.58 per share for the current quarter, representing a year-over-year change of +61.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The consensus earnings estimate of $2.25 for the current fiscal year indicates a year-over-year change of +29.3%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $3.26 indicates a change of +44.9% from what Upstart is expected to report a year ago. Over the past month, the estimate has changed -0.9%.

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, Upstart is rated Zacks Rank #3 (Hold).

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 Upstart, the consensus sales estimate of $354.89 million for the current quarter points to a year-over-year change of +37.9%. The $1.43 billion and $1.86 billion estimates for the current and next fiscal years indicate changes of +36.5% and +30.6%, respectively.

Last Reported Results and Surprise HistoryUpstart reported revenues of $308.21 million in the last reported quarter, representing a year-over-year change of +44.4%. EPS of $0.3 for the same period compares with $0.3 a year ago.

Compared to the Zacks Consensus Estimate of $289.36 million, the reported revenues represent a surprise of +6.51%. The EPS surprise was -23.08%.

Over the last four quarters, Upstart surpassed consensus EPS estimates two times. The company topped consensus revenue estimates three times 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.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

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.

Upstart 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 Upstart. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Lam Research (LRCX - Free Report) .

Lam Research currently has an average brokerage recommendation (ABR) of 1.51, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 34 brokerage firms. An ABR of 1.51 approximates between Strong Buy and Buy.

Of the 34 recommendations that derive the current ABR, 23 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 67.7% and 11.8% of all recommendations.

Brokerage Recommendation Trends for LRCX

Check price target & stock forecast for Lam Research here>>>

While the ABR calls for buying Lam Research, 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.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

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.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed 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.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

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.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Should You Invest in LRCX?In terms of earnings estimate revisions for Lam Research, the Zacks Consensus Estimate for the current year has increased 0.8% over the past month to $5.68.

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 #2 (Buy) for Lam Research. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Lam Research may serve as a useful guide for investors.

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?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Dell Technologies (DELL - Free Report) .

Dell Technologies currently has an average brokerage recommendation (ABR) of 1.64, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 25 brokerage firms. An ABR of 1.64 approximates between Strong Buy and Buy.

Of the 25 recommendations that derive the current ABR, 16 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 64% and 8% of all recommendations.

Brokerage Recommendation Trends for DELL

Check price target & stock forecast for Dell Technologies here>>>

The ABR suggests buying Dell Technologies, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

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.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is DELL Worth Investing In?Looking at the earnings estimate revisions for Dell Technologies, the Zacks Consensus Estimate for the current year has increased 0.9% over the past month to $18.8.

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 Dell Technologies. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Dell Technologies may serve as a useful guide for investors.

D.R. Horton Q3: Sluggish Outlook Leaks Into Foundation

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Shares of SK Hynix (NASDAQ:SKHY) are trading lower this Wednesday morning, with SK Hynix stock down 2% to $167.72 after an early dip of 4%. The Korean memory giant pared much of that loss after issuing a formal denial of a Korea JoongAng Daily report claiming it was in talks to acquire Intel‘s (NASDAQ:INTC | INTC Price Prediction) under-construction Ohio semiconductor fab campus.

The move arrives on a session where the broader NASDAQ 100 clawed back most of an early 0.5% drop tied to Middle East tensions, leaving the tape nearly flat on the session.

Denial Pulls the Stock Back After Ohio Fab Report In a July 22 Korea Exchange regulatory filing, SK Hynix stated it “continuously reviews various business investment and acquisition opportunities” but “has not pursued or decided to acquire Intel’s Ohio site and fab.” The rumor briefly lifted SK Hynix shares, and the denial pulled them back.

Intel separately reaffirmed its commitment to the Ohio project, with Intel stock nearly unchanged at $105.48 as the counterparty in the denied rumor. Moor Insights & Strategy’s Patrick Moorhead called the reported talks “highly unlikely,” reinforcing that the story never had strong industry backing.

The Ohio campus was announced in January 2022 with an initial $28 billion price tag, scaling to as much as $100 billion long term across nearly 1,000 acres and up to eight fabs. The timeline has since slipped to 2030 or 2031, and Washington has been pushing Samsung and SK Hynix toward U.S. memory manufacturing alongside domestic leader Micron Technology (NASDAQ:MU).

Intel also has its own foundry story building. Its first publicly named foundry customer under CEO Lip-Bu Tan is Fortinet (NASDAQ:FTNT), whose SP6 security processor is set to be built on the Intel 4 process node. That backdrop makes any suggestion Intel would offload the Ohio site to a foreign rival a hard sell.

Memory Peers Hold Up as Market Shrugs Off Iran Jitters The idiosyncratic read is supported by peer action. Micron Technology stock is flat at $971.77, while Western Digital (NASDAQ:WDC) shares are up 2% to $559.27. If memory as a category were selling off, both would be lower with SK Hynix.

The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.

The Roundhill Memory ETF is down 1% to $58.04, reflecting SK Hynix’s weight in the fund rather than a broad memory retreat. The ETF is a narrow, single-theme vehicle, so investors using it as a diversified way to play the memory theme may want to size their positions with concentration and volatility risk in mind.

The macro backdrop featured President Trump threatening to destroy an Iranian bridge or power plant each time Iran fires on a ship in the Strait of Hormuz, marking an 11th straight night of U.S. strikes. That sent WTI crude oil up 3% to around $87 a barrel and Brent near $94, its highest since June 10. Secretary of State Marco Rubio said the U.S. “would love” a diplomatic settlement.

The Iran story has little or nothing to do with SK Hynix’s specific move, but the market’s ability to shake it off explains why chip names broadly, including NVIDIA, are steadier than they looked earlier. SK Hynix remains a leading high-bandwidth memory (HBM) supplier to NVIDIA’s AI accelerators, and that structural tailwind is unchanged by today’s rumor cycle.

Options positioning tells a mixed story. SK Hynix’s full-chain put/call ratio sits at 1.6, with the July 31 expiration at 2.11 pointing to some near-term hedging, while longer-dated 2027 strikes skew heavily toward calls.

What to Watch The next two catalysts are close together. Intel reports its Q2 2026 results on Thursday, which can either validate or complicate the foundry narrative the Ohio story touched. SK Hynix reports on July 29, and Wall Street can watch for HBM shipment commentary and updated capital allocation guidance.

SK Hynix listed its ADRs on the NASDAQ exchange on June 10, raising more than $26 billion, so the U.S.-tape reaction to headlines like this one now matters more directly to shareholders. Traders may want to watch for whether SK Hynix stock stabilizes above the $165 area later Wednesday, and how the DRAM ETF trades if memory peers stay firm through the afternoon.

If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks:

- Join Stock Advisor for one year, with a 30-day money-back guarantee

- Get this month's two new picks — plus the Top 10 Rankings and the full historical pick list

- Read the analysis, decide for yourself, and trade through your own brokerage

Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them.

Contact [email protected] for any questions or corrections.

Richard M. Schulze, the founder and Chairman Emeritus of Best Buy Co., Inc. (BBY +1.62%), sold 900,000 shares on July 13 and July 14, 2026, according to the SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$74.0 millionShares sold (indirectly held)900,000Post-transaction shares (indirectly held)11,600,000Post-transaction value$976.89 millionTransaction value based on SEC Form 4 weighted average sale price ($82.21); post-transaction value based on July 14, 2026 market close ($83.98).

Key questionsWhat was the structural framework for this transaction?
The disposition was executed via a Rule 10b5-1 plan adopted on June 12, 2026, and was from indirect ownership through a revocable trust.How does this sale align with the company's recent equity performance?
As of the July 14, 2026 transaction date, the company has generated a 12-month total return of 18%, providing a valuation context for the exit at a weighted average price of $82.21 per share.What is the scale of the insider's remaining equity exposure?
Following this 7% reduction in holdings, the reporting person maintains an indirect interest in ~11.6 million shares, which constitutes 6% of the company's total outstanding shares and carries a market value of $976.89 million as of the July 14, 2026 market close.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$83.98Market Capitalization$17.7 billionRevenue (TTM)$41.9 billionNet Income (TTM)$1.1 billionCompany SnapshotBest Buy operates as a comprehensive technology retailer offering computing devices, mobile phones, networking equipment, tablets, smartwatches, and related peripherals, with significant revenue generated through direct product sales and carrier commissions on mobile phone services.The company generates revenue through a dual-segment business model encompassing domestic and international operations, leveraging both physical retail locations and digital channels to serve technology-focused consumers across North America.Best Buy primarily targets technology-conscious consumers and households seeking consumer electronics, computing solutions, and mobile devices, with a customer base spanning both individual consumers and business segments across the United States and Canada.Best Buy Co., Inc. is a leading specialty retailer in the consumer technology sector with approximately 82,000 employees and a market capitalization of $17.7 billion. The company maintains a substantial revenue base of $41.9 billion on a TTM basis, demonstrating its significant scale within the specialty retail industry.

Best Buy's competitive positioning is anchored by its extensive product portfolio, omnichannel retail presence, and established relationships with major technology manufacturers and wireless carriers.

What this transaction means for investorsThe July 13 and July 14 sale of Best Buy stock by company founder and Chairman Emeritus Richard Schulze came at a time when shares were soaring. The stock eventually hit a 52-week high of $87.35 on July 16.

Even so, Schulze’s sale was a non-discretionary transaction executed as part of a pre-established Rule 10b5-1 plan. Such plans allow insiders to sell shares at predetermined times to avoid concerns of trading on non-public information.

Moreover, Schulze retained over 11 million shares post-disposition, distributed across a revocable trust, a 401(k) plan, an IRA, a limited partnership, a spousal grantor retained annuity trust (GRAT), his spouse, and a spouse irrevocable trust. His substantial equity stake in the company he founded suggests Schulze remains bullish on the stock.

Best Buy shares are up thanks to solid business performance. The company reported $8.9 billion in revenue for its fiscal first quarter ended May 2, up from $8.8 billion in the prior year. In addition, its fiscal Q1 diluted earnings per share skyrocketed to $1.31 compared to $0.95 in the previous year.

Carvana (CVNA - 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 stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.42 per share in its upcoming report, which represents a year-over-year change of +61.5%.

Revenues are expected to be $6.96 billion, up 43.8% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.07% 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. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

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 Carvana?For Carvana, 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 -0.17%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Carvana 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 Carvana would post earnings of $0.28 per share when it actually produced earnings of $0.34, delivering a surprise of +21.43%.

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

Carvana 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.

[url="]WHOOP[/url], the human performance company, today announced a new partnership with [url="]Robinhood[/url] that gives Robinhood Platinum Card cardholders

Trimble Navigation (TRMB - Free Report) closed the last trading session at $51.85, gaining 5.4% 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 $79.83 indicates a 54% upside potential.

The mean estimate comprises 12 short-term price targets with a standard deviation of $13.18. While the lowest estimate of $55.00 indicates a 6.1% increase from the current price level, the most optimistic analyst expects the stock to surge 90.9% to reach $99.00. 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.

But, for TRMB, 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 May Not 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 TRMB 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 0.3%, as one estimate has moved higher compared to no negative revision.

Moreover, TRMB 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 TRMB could gain, the direction of price movement it implies does appear to be a good guide.

Monday.com (NASDAQ:MNDY) is cutting approximately 20% of its global workforce as the Israeli workplace software company restructures its operations around a shift toward AI-enabled collaboration between employees and autonomous agents.

The company will eliminate around 620 roles worldwide, according to a letter sent to employees by co-founders Roy Mann and Eran Zinman, who described the decision as the “most painful” since the company’s founding.

The company said some existing roles will change while new positions will be created as it focuses on expanding AI-related products and increasing customer support. The restructuring will include changes to sales and customer engagement operations, including deeper implementation support and greater on-site customer presence.

Monday.com said it expects to incur between $45 million and $55 million in net restructuring charges, primarily related to severance costs and office space reductions. The company plans to reinvest savings from the restructuring into AI engineering and product development.

Monday.com said the layoffs are not intended as a cost-cutting initiative or a direct replacement of employees with artificial intelligence, but instead reflect a broader organizational shift as the software industry adapts to changing customer expectations and AI-driven workflows.

“We entered a new era where AI is transforming the role of software, creating the greatest opportunity our industry has ever seen,” Mann and Zinman wrote in the letter.

“We have a new market to capture. Without a fundamental change in how we operate, we will not be able to compete and win that market.”

The restructuring comes as Monday.com moves from its traditional role as a platform for managing work toward what it describes as an AI-powered workspace where employees and AI agents work together to complete tasks.

“Over the past nine months, we have shifted our core vision moving from managing work to doing the work for our customers, with people and AI agents working together in one workspace,” the founders wrote.

The company said the transition requires changes beyond product development, including a new organizational structure designed around smaller, more autonomous teams and fewer management layers.

“It became clear that changing our strategy and product is not enough,” the founders said in the letter. “The organization we built for our previous chapter is not the organization that fits the new AI era.”

Around 350 of the affected positions are expected to be at Monday.com’s headquarters in Tel Aviv, with the remaining reductions spread across its global offices.

Alongside the restructuring announcement, Monday.com raised its full-year 2026 non-GAAP operating margin outlook to 15% from a previous forecast of 13%, while maintaining its revenue growth target of 19% to 20%.

Shares of Monday.com were little changed at $73 on Wednesday.

BERKELEY, CA / ACCESS Newswire / July 22, 2026 / Helio Corporation (OTCID:HLEO) ("Helio" or the "Company"), a developer of advanced Space-Based Solar Power and engineering technologies pioneering commercial lunar hardware, today announced that its previously approved reverse stock split (the "Reverse Split") of the Company's issued and outstanding common stock has become effective and is expected to begin trading on a split-adjusted basis at the open of trading on July 22, 2026. The reverse split is a strategic step to support the Company's planned application to list its common stock on the Nasdaq Capital Market.

The 1-for-5 reverse stock split became legally effective on July 20, 2026, pursuant to the Company's Articles of Amendment filed with the Florida Department of State on July 17, 2026, and will become effective in the market at the open of trading on July 22, 2026. Beginning at market open on July 22, 2026, every five shares of the Company's common stock will automatically combine into one share, with no action required by shareholders. Except for the treatment of fractional shares, the reverse split will not affect any shareholder's proportional ownership interest in the Company. In connection with the reverse split, the Company's common stock will trade under a new CUSIP number (860914209). Additional information regarding the reverse split is available in the Company's filings with the Securities and Exchange Commission.

Following the Reverse Split, the Company expects to satisfy Nasdaq's post-split trading requirements in short order, subject to market conditions, regulatory. Company management believes a Nasdaq listing has the potential to expand institutional visibility, improve trading liquidity, broaden analyst coverage, and provide greater access to long-term growth capital as the Company continues executing its commercial and aerospace strategy.

Over the past year, Helio has made substantial progress executing its long-term strategy. Over the past year Helio has:

Expanded to five lunar missions.

Advanced residential and industrial SBSP demonstrations.

Reduced debt by over two-thirds.

Expanded patent filings.

Increased commercial engagement.

Built a $12 million contract pipeline

"Our focus has always been on building a stronger company," said Ed Cabrera, Chairman and Chief Executive Officer of Helio Corporation. "Over the last year we've made measurable progress across our commercial, technical and financial objectives. We believe pursuing a Nasdaq listing is the natural next step in that journey, allowing us to introduce Helio to a broader universe of long-term investors while continuing to execute our strategy."

Cabrera continued, "the reverse split does not change the underlying business, our customer relationships, our contract opportunities, our technology portfolio, or our long-term vision. Management believes shareholder value will continue to be driven by execution, innovation, and continued progress toward becoming a leading participant in the future space based solar power industry."

No Offer or Solicitation

This press release is for informational purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy, any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. Any offering of securities will be made only by means of a prospectus forming part of an effective registration statement filed with the Securities and Exchange Commission.

For More Information:

Ed Cabrera
Chairman of the Board and Chief Executive Officer
Helio Corporation
(956) 225-9639
[email protected]

About Helio Corporation

Helio is pioneering a new class of energy infrastructure-space-based power systems aka "Power plants in space" that captures solar energy beyond Earth's atmosphere and beams it safely and efficiently to the surface. Our vision is to establish orbital energy platforms as a foundational layer of the global power grid, delivering uninterrupted, carbon-free electricity at scale and reshaping how nations power cities, industries, and critical systems. Founded in 2018 as the ‘problem solvers to the space industry,' Helio designs and delivers world-class space mechanisms, advanced antenna systems, and space design solutions; supporting NASA, private companies, universities, and global space agencies across missions ranging from small-scale programs to flagship space initiatives. We are proud to be a trusted partner to over a dozen space agencies, organizations, and companies across the globe. Our products can be found operating from the Sun to Jupiter. From NASA and European Space Agency to emerging private aerospace firms and academic institutions, we collaborate with some of the most innovative and forward-thinking players in the space industry. Helio Corporation is focused on developing and commercializing technologies for aerospace, space systems, and related advanced engineering applications. Through its operating subsidiaries, Helio seeks to build a portfolio of technologies and intellectual property directed to future space infrastructure and deployable systems.

For more information on the new strategic direction, financing initiatives and management additions, please visit www.helio.space to be added to our email list.

Note Regarding Forward Looking Statements:

Some of the matters discussed herein may contain forward-looking statements that involve significant risk and uncertainties. Forward-looking statements can be identified by the use of words like "believes," "could," "possibly," "probably," "anticipates," "estimates," "projects," "expects," "may," "will," "should," "seek," "intend," "plan," "expect," or "consider" or the negative of these expressions or other variations, or by discussions of strategy that involve risks and uncertainties. All forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual transactions, results, performance or achievements to be materially different from any future transactions, results, performance or achievements expressed or implied by such forward-looking statements, including our ability to obtain financing on acceptable terms or at all, and other risk factors included in the reports we file with the Securities and Exchange Commission (the "Commission"). We base these forward-looking statements on current expectations and projections about future events and the information currently available to us. Although we believe that the assumptions for these forward-looking statements are reasonable, any of the assumptions could prove to be inaccurate. Consequently, no representation or warranty can be given that the estimates, opinions, or assumptions made in or referenced by this press release, including, but not limited to, our ability to obtain financing, will prove to be accurate. We caution you that the forward-looking statements in this press release are only estimates and predictions, or statements or current intent. Actual results or outcomes, or actions that we ultimately undertake, could differ materially from those anticipated in the forward-looking statements due to risks, uncertainties or actual events differing from the assumptions underlying these statements. We caution investors not to rely on the forward-looking statements contained in or made in connection with this press release and encourage investors to review the reports we file with the Commission. The Company undertakes no duty or obligation to update any forward-looking statements contained in this press release as a result of new information, future events or changes in the Company's business plans or model. This press release contains "forward-looking statements" within the meaning of the federal securities laws, including statements regarding the Company's planned Nasdaq uplisting, the proposed reverse stock split and its expected effective date, the anticipated public offering, contracted backlog and pipeline, commercialization initiatives, and long-term growth strategy. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially, including the risk that the reverse split, uplisting, or offering may not be completed on the expected terms or at all, market conditions, and the effectiveness of a registration statement. The Company undertakes no obligation to update any forward-looking statement except as required by law.

SOURCE: Helio Corporation