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2026-07-22 14:34 17d ago
2026-07-22 14:27 17d ago
AMD investuje do firmy Anthropic až pět miliard dolarů, Antropic od AMD koupí čipy
AMD AMD
Patria Stock News
Original source text
Americký výrobce čipů Advanced Micro Devices (AMD) investuje až pět miliard dolarů (105,8 miliardy Kč) do společnosti Anthropic, která vyvíjí systémy umělé inteligence (AI). Firmy zároveň oznámily, že Anthropic nakoupí od AMD nejnovější generaci čipů pro AI s celkovou plánovanou spotřebou elektřiny až dva gigawatty, přičemž dodávky mají začít v první polovině příštího roku. Firmy to oznámily v dnešní tiskové zprávě. Podle listu The Wall Street Journal (WSJ) se hodnota zakázky pohybuje v řádu desítek miliard dolarů.

AMD se tímto krokem snaží upevnit si pozici na rychle rostoucím trhu čipů pro AI, kterému dominuje společnost Nvidia. Anthropic si naopak zajišťuje dostatečný výpočetní výkon, aby dokázal uspokojit rostoucí poptávku po svých službách založených na umělé inteligenci.

Investice AMD je vázána na dosažení určitých milníků. Generální ředitelka AMD Lisa Suová uvedla, že technické týmy obou společností již nějakou dobu spolupracují a AMD si velmi přála stát se součástí infrastruktury společnosti Anthropic.

Anthropic při vývoji a provozu svých systémů AI využívá čipy od různých výrobců. V rámci nové dohody nakoupí část čipů od AMD pro vlastní datová centra a další výpočetní kapacitu si zajistí prostřednictvím velkých poskytovatelů cloudových služeb. Obě firmy nyní společně vybírají datová centra, kde budou nové čipy nasazeny, dodala Suová.

AMD se v posledních letech snaží posílit svoji pozici na trhu čipů pro AI. Těží z prudkého růstu poptávky od vývojářů, kteří nechtějí být závislí pouze na jednom dodavateli. AMD už uzavřelo podobné dohody například s OpenAI nebo společností Meta.

Součástí spolupráce je také společný vývoj. Anthropic poskytne své jazykové modely Claude, které AMD využije ke zlepšení výkonu a fungování svých čipů.

Dohoda zároveň pomůže Anthropicu získat více výpočetního výkonu pro jeho služby. Firma v poslední době čelí prudkému růstu zájmu o své nástroje AI, kvůli němuž musela některým uživatelům omezit přístup a občas se potýkala s výpadky.

Společnost Anthropic založila v roce 2021 skupina manažerů a výzkumníků, kteří odešli z OpenAI kvůli obavám o její další směřování. Anthropic je nejznámější svou řadou modelů umělé inteligence s názvem Claude. Společnost zaznamenává raketový růst tržeb, odhaduje, že letos by mohly činit až 47 miliard dolarů oproti zhruba deseti miliardám dolarů za loňský rok.

V odvětví AI se stále častěji neprodávají čipy na kusy, ale podle jejich celkové spotřeby elektrické energie, protože ta lépe vystihuje velikost výpočetní infrastruktury. Moderní datová centra pro AI obsahují desetitisíce až statisíce čipů. Přesný počet čipů se může měnit podle jejich typu a konfigurace. Pro investory a firmy je důležitější, jak velké datové centrum bude potřeba z hlediska elektřiny a chlazení. Z tohoto důvodu se kapacita často vyjadřuje v megawattech (MW) nebo gigawattech (GW). Dva GW je obrovské množství energie a v závislosti na použité technologii by to mohlo odpovídat řádově řádově stovkám tisíc až více než milionu AI čipů. Přesný počet ale nelze určit, protože záleží na konkrétním typu čipů, serverech i dalších zařízeních v datovém centru.
2026-07-22 14:34 17d ago
2026-07-22 14:28 17d ago
Alphabet čeká klíčová zkouška. Investoři chtějí vidět návratnost investic do AI
GOOGL Alphabet
Patria Stock News
Original source text
Hledat v komentářích

Investiční doporučení

Výsledky společností - ČR

Výsledky společností - Svět

IPO, M&A

Týdenní přehledy

Detail - články  

22.07.2026 16:28

Nadcházející výsledky Alphabetu patří k nejočekávanějším událostem tohoto týdne. Investoři budou vedle růstu tržeb a zisků sledovat především vývoj cloudového byznysu a známky toho, že masivní investice do umělé inteligence začínají přinášet odpovídající návratnost.

Pokračování článku je dostupné jen klientům placených služeb Patria Plus / Investor Plus případně uživatelům platformy Patria Direct. Pokud jste klientem těchto služeb, potom je nutné se Přihlásit.

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22.07.2026 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 14:02Novo Nordisk žaluje Eli Lilly. Dánům se nelíbí reklama amerického konkurenta na léky na obezitu 12:01PODCAST ROZHOVORY: Od Skynetu k akciím. Kde podle Šimona Podhájského vznikne skutečná hodnota AI 11:15Ropa dál nestoupá, čipy zdraží a akcie dnes rostou   10:39Londýnská burza plánuje příští rok spustit nepřetržité obchodování
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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)
2026-07-22 14:31 17d ago
2026-07-22 08:25 17d ago
Sezzle Named a World's Top Fintech Company, Best Online Platform, and Top Employer for 2026
SEZL Sezzle
FMP Stock News
Original source text
Minneapolis, MN, July 22, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) has earned recognition from three of the industry's leading publications — CNBC, Newsweek, and U.S. News & World Report — for its leadership across fintech, platform quality, and workplace culture. The honors come as Sezzle raised its FY2026 financial guidance alongside its first quarter results, underscoring the Company's continued momentum in scaling its all-in-one financial platform and its mission to financially empower the next generation.

CNBC’s World’s Top Fintech Companies 2026

Sezzle has been named to CNBC’s World’s Top Fintech Companies 2026 in the 'Payments' category, presented by CNBC and Statista Inc. The list recognizes top fintech companies across categories, including Payments, Neobanking, Alternative Financing, Wealth Technology, Digital Assets, Enterprise Fintech, Insurtech, and Regtech. The data used in the analysis was derived from extensive research conducted by Statista, evaluating company performance, industry impact, and market presence.

Newsweek’s America’s Best Online Platforms 2026

Sezzle has also been awarded on Newsweek’s America’s Best Online Platforms 2026 list, presented by Newsweek and Statista Inc. The ranking awards the top 500 platforms that set the standard for quality and trust across four evaluation dimensions:

Nationwide Online Survey: Representative online survey of over 15,000 online-service users, including subjective criteria such as layout evaluation and purchase probability. Traffic Growth: Analysis of traffic growth (number of website visitors) of online platforms. Technical Performance: Analysis of various technical metrics including usage duration and bounce rate. Apps & Mobile Usability: Evaluation of the mobile experience based on app availability, user ratings, and mobile-optimized display. U.S. News & World Report Best Company to Work For

Sezzle has been named a U.S. News & World Report 2026–2027 Best Company to Work For. Sezzle earned recognition across three categories:

Best Companies To Work For (Overall) Best Companies To Work For – Information Technology Best Companies To Work For – Midwest U.S. News’s methodology evaluates employers based on an in-depth analysis of publicly available data, including employee reviews, court records, financial strength, and governance. To earn a “Best” award, a company had to score well above average nationally, in its industry, and/or in its region.

“We’re proud to be recognized across three distinct categories this year. Each of these awards reflects a different dimension of what we’re building at Sezzle, and together they reinforce our commitment to excellence across the business—from the technology we ship to the culture we cultivate and the experience we deliver to our consumers,” said Amin Sabzivand, Chief Operating Officer of Sezzle.

Second Quarter 2026 Earnings

Sezzle will host a conference call on August 6, 2026, at 5:00 pm ET to discuss its second quarter 2026 financial results. Additional details regarding the call, including dial-in information and a live webcast link, will be made available on the Investor Relations section of Sezzle’s website at https://investors.sezzle.com/.

Interested in hearing more about the power of Sezzle? Learn more here. 

About Sezzle Inc.

Sezzle is a forward-thinking fintech company committed to financially empowering the next generation. Designed to support users throughout every stage of their financial journey, Sezzle’s all-in-one app enables users to shop, earn, and learn in a seamless experience. By offering point-of-sale financing and digital payment services, Sezzle enhances purchasing power while connecting millions of consumers with its global network of merchants. Centered on transparency, inclusivity, and ease of use, Sezzle empowers consumers to manage spending responsibly and build lasting financial independence.

For additional assets and news on Sezzle please visit https://sezzle.com/news/ 

Follow Sezzle on social media: LinkedIn | Instagram | X 

Sezzle US Media Contact:

Erin Foran

Tel: (651) 403-2184

Email: [email protected]

Forward Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends affecting the financial condition of our business. Forward-looking statements include our expectations, whether stated or implied, regarding our financing plans and other future events.

Forward-looking statements generally can be identified by the use of words such as "anticipate," "expect," "plan," "could," "may," "will," "believe," "estimate," "forecast," "goal," "project," and other words of similar meaning. These forward-looking statements address various matters including statements regarding the timing or nature of future operating or financial performance or other events. Each forward-looking statement contained in this press release is subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statement. Applicable risks and uncertainties include, among others: a change in our plans to effectuate our stock repurchase program; impact of the “buy-now, pay-later” (“BNPL”) industry becoming subject to increased regulatory scrutiny; impact of operating in a highly competitive industry; a change in our ability to remain listed on the Nasdaq Capital Market; impact of macro-economic conditions on consumer spending; our ability to increase our merchant network, our base of consumers and underlying merchant sales (UMS); our ability to effectively manage growth, sustain our growth rate and maintain our market share; our ability to meet additional capital requirements; impact of exposure to consumer bad debts and insolvency of merchants; impact of the integration, support and prominent presentation of our platform by our merchants; impact of any data security breaches, cyberattacks, employee or other internal misconduct, malware, phishing or ransomware, physical security breaches, natural disasters, or similar disruptions; impact of key vendors or merchants failing to comply with legal or regulatory requirements or to provide various services that are important to our operations; impact of the loss of key partners and merchant relationships; impact of exchange rate fluctuations in the international markets in which we operate; our ability to protect our intellectual property rights; our ability to retain employees and recruit additional employees; impact of the costs of complying with various laws and regulations applicable to the BNPL industry in the United States and Canada; and our ability to achieve our public benefit purpose and maintain our B Corporation certification. The Company cautions investors not to place considerable reliance on the forward-looking statements contained in this press release. You are encouraged to read the Company's filings with the SEC, available at www.sec.gov, for a discussion of these and other risks and uncertainties, including but not limited to those risks described in “Item 1A. Risk Factors” of our Annual Report on Form 10-K for the year ended December 31, 2024 filed with the SEC on February 27, 2025. The forward-looking statements in this press release speak only as of the date of this document, and the Company undertakes no obligation to update or revise any of these statements. The Company's business is subject to substantial risks and uncertainties, including those referenced above. Investors, potential investors, and others should give careful consideration to these risks and uncertainties.
2026-07-22 14:31 17d ago
2026-07-22 08:11 17d ago
Worksport Announces 132% Gross Profit Growth from April to June; June 2026 Marks Strongest Month in Company History
WKSP Worksport
FMP Stock News
Original source text
Net sales increase 46%, while gross profit materially outpaces top-line growth, Company materially closer to cash-flow breakeven.

WEST SENECA, NY / ACCESS Newswire / July 22, 2026 / Worksport Ltd. (NASDAQ:WKSP) ("Worksport" or the "Company"), a U.S.-based innovator and manufacturer of hybrid and clean energy solutions primarily for the light truck, overlanding, and global consumer goods markets, today reported preliminary and unaudited monthly financial performance demonstrating a meaningful improvement in the quality of its revenue growth. From April through June 2026, net sales increased approximately 46%, while gross profit increased approximately 132%, reflecting substantial gross-margin expansion and increasing gross-profit contribution from the Company's growing sales base.

Preliminary gross profit increased from approximately $310,000 in April to $720,000 in June, while net sales increased from approximately $1.43 million to $2.08 million. The Company has achieved a sustainable gross-margin running rate above 35% and expects to maintain or increase from this level.

Preliminary Monthly Financial Highlights

June net sales of approximately $2.08 million, up approximately 46% from April and 21% from May

June gross profit of approximately $720,000, up approximately 132% from April and 15% from May

Gross margin run rate now stable above 35% compared to 26% in Q1 2026.

Monthly gross profit increased by approximately $410,000 between April and June

Preliminary and unaudited

April 2026

May 2026

June 2026

April-to-June Growth

Net sales

$1.43 million

$1.73 million

$2.08 million

46%

Gross profit

$0.31 million

$0.63 million

$0.72 million

132%

Gross Profit Growth Materially Outpaces Net Sales

Worksport's preliminary monthly results demonstrate that the Company is generating substantially more gross profit as its sales base expands, alongside growing product adoption.

Between April and June, monthly net sales increased by approximately $650,000, while monthly gross profit increased by approximately $410,000. This performance reflects both continued top-line growth and a significant improvement in the amount of gross profit generated from each dollar of revenue.

June also demonstrated continued momentum from May. Net sales increased approximately 35% month over month, while gross profit increased approximately 9%, with gross profit continuing to outpace top-line growth.

The Company believes the combination of higher sales, improving gross margins and gross profit growing materially faster than revenue represents continued progress in the underlying economics of its business. The Company believes that a continuation of this trend will steer the Company into operational cash flow positivity, and then profitability, in the near-term.

"These preliminary results demonstrate that Worksport's growth is becoming increasingly productive," said Steven Rossi, Chief Executive Officer of Worksport. "From April to June, net sales increased approximately 46%, while gross profit increased approximately 132%. The business generated more sales, but more importantly, it generated substantially more gross profit from that growing revenue base."

"Our gross margin has improved by almost 1000 BPS from Q1 2026, even as monthly sales continued to expand. This is the type of operating progression we have been working toward: stronger sales, improving margins and gross profit growth that materially outpaces the top line. We believe the growth will only continue"

"Our focus remains on sustaining this momentum, continuing to scale our automotive business and converting our expanding gross-profit base into continued progress toward operational cash-flow positivity."

Strengthening Financial Contribution

Worksport believes this improvement in financial condition strengthens the value of continued revenue growth and positions the Company to generate greater financial contribution as it scales its existing automotive product portfolio and advances its broader product and commercialization strategy.

The Company expects to provide complete financial results for the second quarter of 2026 in its applicable filing with the U.S. Securities and Exchange Commission by about August 11, 2026.

The figures contained in this release are preliminary and unaudited, have not been reviewed by the Company's independent registered public accounting firm and remain subject to quarter-end accounting procedures and potential adjustments. Actual results may differ from the preliminary figures presented herein.

Stay tuned for more information and join our mailing list to stay up to date with the latest: Join Worksport's Newsletter

Contacts

Investor Relations, Worksport Ltd. T: 1 (888) 554-8789 ext. 128

W: investors.worksport.com W: www.worksport.com E: [email protected]

Connect with Worksport Chief Executive Officer, Steven Rossi

Steven Rossi X (Twitter)

Steven Rossi LinkedIn

About Worksport

Worksport Ltd. (Nasdaq:WKSP), through its subsidiaries, designs, develops, manufactures, and owns the intellectual property on a variety of tonneau covers, solar integrations, portable power systems, and clean heating & cooling solutions. Worksport's hard-folding cover, designed and manufactured in-house, is compatible with all major truck models and is gaining traction with newer truck makers including the electric vehicle (EV) sector. Worksport seeks to capitalize on the growing shift of consumer mindsets towards clean energy integrations with its proprietary solar solutions, mobile energy storage systems (ESS), and Cold-Climate Heat Pump (CCHP) technology. Terravis Energy's website is terravisenergy.com.

Connect with Worksport

Please follow the Company's social media accounts on X (previously Twitter), Facebook, LinkedIn, YouTube, and Instagram, the links of which are links to external third-party websites, as well as sign up for the Company's newsletters at investors.worksport.com.

Social Media Disclaimer

The Company does not endorse, ensure the accuracy of, or accept any responsibility for any content on these third-party websites other than content published by the Company. Investors and others should note that the Company announces material financial information to our investors using our investor relations website, press releases, Securities and Exchange Commission ("SEC") filings, and public conference calls and webcasts. The Company also uses social media to announce Company news and other information. The Company encourages investors, the media, and others to review the information the Company publishes on social media. The Company does not selectively disclose material non-public information on social media. If there is any significant financial information, the Company will release it broadly to the public through a press release or SEC filing prior to publishing it on social media.

Forward-Looking Statements

The information contained herein may contain "forward‐looking statements." Forward‐looking statements reflect the current view about future events. When used in this press release, the words "anticipate," "believe," "estimate," "scheduled," "expect," "future," "intend," "plan," "project," "envisioned," "should," or the negative of these terms and similar expressions, as they relate to us or our management, identify forward‐looking statements. These statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial situation may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, among others, the following: (i) supply chain delays; (ii) acceptance of our products by consumers; (iii) delays in or nonacceptance by third parties to sell our products; (iv) competition from other producers of similar products; and (v) with respect to any potential additional financing transactions, there can be no assurance that any such transactions will be consummated, and any such transactions would be subject to, among other things, market conditions, available shelf registration capacity, applicable regulatory requirements (including Nasdaq listing rules), negotiation and execution of definitive documentation on mutually acceptable terms, and approval by the Company's Board of Directors. More detailed information about the Company and the risk factors that may affect the realization of forward-looking statements is set forth in the Company's filings with the SEC, including, without limitation, our latest Annual Report on Form 10-K and our Quarterly Reports on Form 10-Q. Investors and security holders are urged to read these documents free of charge on the SEC's web site at www.sec.gov. As a result of these matters, changes in facts, assumptions not being realized or other circumstances, the Company's actual results may differ materially from the expected results discussed in the forward-looking statements contained in this press release. The forward-looking statements made in this press release are made only as of the date of this press release, and the Company undertakes no obligation to update them to reflect subsequent events or circumstances.

SOURCE: Worksport Ltd.
2026-07-22 14:30 17d ago
2026-07-22 08:51 17d ago
GE Vernova (GEV) Q2 Earnings Lag Estimates
GEV-US GE Vernova
FMP Stock News
Original source text
GE Vernova (GEV - Free Report) came out with quarterly earnings of $2.47 per share, missing the Zacks Consensus Estimate of $3.17 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -22.08%. A quarter ago, it was expected that this the energy business spun off from General Electric would post earnings of $1.84 per share when it actually produced earnings of $1.98, delivering a surprise of +7.61%.

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

GE Vernova, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $11.1 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.12%. This compares to year-ago revenues of $9.11 billion. The company has topped consensus revenue estimates four times over the last four quarters.

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

GE Vernova shares have added about 65.1% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for GE Vernova?While GE Vernova has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.12 on $11.97 billion in revenues for the coming quarter and $30.70 on $45.36 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the top 43% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

ReNew Energy Global PLC (RNW - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents a year-over-year change of -25%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

ReNew Energy Global PLC's revenues are expected to be $451.3 million, down 6% from the year-ago quarter.
2026-07-22 14:30 17d ago
2026-07-22 09:02 17d ago
GE Vernova Q2 Earnings Call Highlights
GEV-US GE Vernova
FMP Stock News
Original source text
AI Data Centers Need Power, and These 2 Industrials Are Cashing InGE Vernova NYSE: GEV raised its 2026 revenue and free cash flow outlook after reporting sharply higher second-quarter orders, expanded backlog and stronger margins, as management said demand for power generation and grid equipment continues to accelerate globally.

Chief Executive Officer Scott Strazik said the company is benefiting from what he described as the early stages of a multi-decade growth opportunity in the electric power industry. GE Vernova’s total backlog reached $176 billion at the end of the quarter, up $13 billion sequentially, with management saying it remains on track to reach $200 billion in 2027.

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MarketBeat Week in Review – 07/06 - 07/10“Our team is executing well as the demand for our solutions in power and electrification accelerates,” Strazik said. He noted that equipment orders more than doubled in the quarter, while service orders grew 15%.

Orders Rise 88% as Backlog Expands Chief Financial Officer Ken Parks said GE Vernova booked $24.2 billion of orders in the second quarter, an 88% year-over-year increase, with a book-to-bill ratio of slightly more than two times. Revenue rose 12%, including 14% growth in equipment revenue and 10% growth in services revenue.

GE Vernova’s Power Surge Turns the Grid Into an AI TradeAdjusted EBITDA increased 61% year-over-year to $1.2 billion, and adjusted EBITDA margin expanded 340 basis points. Parks attributed the margin improvement to more profitable volume, higher pricing and productivity gains that more than offset inflation.

Free cash flow was $5.1 billion in the quarter, up $4.9 billion from a year earlier. Parks said working capital provided a $6.4 billion cash benefit, mainly from higher down payments tied to increased orders and slot reservations in Power and higher orders in Electrification.

The company ended the quarter with approximately $13 billion in cash, up $3 billion from the end of the first quarter, after returning $2.5 billion to shareholders through dividends and share repurchases during the quarter. Under its $10 billion share repurchase program, GE Vernova has repurchased about $7 billion of stock, representing 12.4 million shares at an average price of $560 per share.

Power Segment Fueled by Gas Turbine Demand In Power, orders more than doubled, driven by Gas Power equipment orders that increased approximately four times year-over-year. GE Vernova shipped three gigawatts of gas equipment during the quarter while signing 20 gigawatts of orders and slot reservation agreements in markets including the U.S., Brazil and Qatar.

Strazik said the company’s total gigawatts under contract increased sequentially from 100 to 116 gigawatts, including orders for 52 heavy-duty units and 61 aeroderivative units in the quarter. He said more than half of the gigawatts under contract are for GE Vernova’s HA turbines, which are expected to run at baseload and support services growth in the next decade.

Power revenue increased 14%, and segment EBITDA margin expanded 320 basis points to 18.8%. Parks said the improvement was mainly driven by favorable pricing and higher volume, partially offset by inflation and expenses tied to capacity and research and development investments.

For the third quarter, GE Vernova expects Power revenue growth of 17% to 19% and EBITDA margin of approximately 17% to 18%.

Electrification Backlog Grows on Grid and Data Center Demand Electrification orders increased 66% year-over-year to approximately $6.3 billion, or about 1.7 times revenue, as demand grew for substations, switchgear and transformers. Parks said equipment orders growth was particularly strong in North America, rising approximately four times year-over-year.

Strazik said GE Vernova booked $2.7 billion of data center orders in Electrification during the second quarter, bringing first-half data center orders in the segment to more than $5 billion, more than double the full-year 2025 level. Electrification equipment backlog rose to $41 billion, up 69% from the second quarter of 2025.

Revenue in Electrification increased 68% on a reported basis, including the impact of Prolec, and 29% organically. Prolec contributed nearly $900 million of revenue in the quarter. Segment EBITDA more than doubled, with margin expanding 700 basis points to 18.4%.

For the third quarter, the company expects Electrification revenue of $3.8 billion to $4 billion and continued year-over-year EBITDA margin expansion, with margins modestly above second-quarter levels.

Wind Losses Continue, but Services Improve GE Vernova’s Wind segment remained under pressure. Orders declined 40%, mainly due to lower onshore equipment orders in North America, partially offset by higher services orders. Revenue declined 11%, reflecting lower onshore equipment deliveries, partly offset by higher onshore services and offshore revenue tied to Dogger Bank B activity.

Wind reported EBITDA losses of $275 million in the quarter, which Parks said was in line with expectations. The loss widened year-over-year because of lower onshore equipment deliveries and higher offshore project costs, partially offset by improved onshore services.

For the third quarter, management expects Wind revenue to decline at a low double-digit rate year-over-year, while EBITDA is expected to be approximately break-even. For the full year, GE Vernova continues to expect Wind EBITDA losses of about $400 million.

2026 Guidance Raised on Strong First Half GE Vernova raised its 2026 revenue outlook to $45.5 billion to $46.5 billion, up $1 billion from its previous forecast, citing additional growth in Electrification and Power. The company maintained its adjusted EBITDA margin guidance of 12% to 14%.

The company also increased its 2026 free cash flow guidance to $11.5 billion to $12.5 billion, up from a prior range of $6.5 billion to $7.5 billion. Parks said the higher forecast reflects stronger orders and down payments, along with higher adjusted EBITDA.

Power organic revenue is now expected to grow 18% to 20% in 2026, with EBITDA margins of 17% to 19%. Electrification revenue guidance was raised by $500 million to $14.5 billion to $15 billion, with EBITDA margins still expected at 18% to 20%. Wind organic revenue is still expected to decline at a low double-digit rate. During the question-and-answer session, Strazik said GE Vernova remains on track to increase Gas Power output from roughly three gigawatts per quarter to five gigawatts per quarter starting in the third quarter, reaching a 20-gigawatt annualized run rate. He said the company now sees an opportunity to reach 30 gigawatts of annual output in 2030 through lean initiatives, incremental machinery and use of existing factory space.

Strazik also said the company expects to end 2026 with at least 125 gigawatts under contract and that it is “mostly sold out” through 2030, with more than half of 2031 production slots expected to be contracted by year-end.

Management said GE Vernova continues to invest in capacity, research and development, robotics and automation. Strazik said the company completed the acquisition of Robotech Automation in early July, describing it as a small transaction that could help improve productivity across the business.

About GE Vernova (NYSE:GEV)GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.

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 GE Vernova Right Now?Before you consider GE Vernova, you'll want to hear this.

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

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2026-07-22 14:30 17d ago
2026-07-22 09:08 17d ago
GE Vernova beats revenue estimates, raises 2026 outlook: why is the stock falling?
GEV-US GE Vernova
FMP Stock News
Original source text
GE Vernova GEV shares fell about 4% in premarket trading on Wednesday after the energy equipment maker narrowly missed Wall Street's profit expectations.

The company also warned that global tariffs could increase its costs by as much as $200 million next year, overshadowing stronger revenue growth and another increase in its full-year outlook.

The company said tariffs are expected to raise costs by between $100 million and $200 million in 2026, even after accounting for contractual protections and cost recovery measures.

The warning came despite another quarter of robust order growth fueled by surging electricity demand linked to data center expansion and broader electrification trends.

The Cambridge, Massachusetts-based company reported adjusted core earnings of $1.3 billion for the second quarter, slightly below analysts' expectations of $1.3 billion, according to LSEG data.

Adjusted earnings per share came in at $2.47, missing the analyst consensus estimate of $3.04.

Revenue rose 22% year over year to $11.1 billion, surpassing FactSet estimates of $10.8 billion.

Net profit increased to $649 million, or $2.47 per share, from $492 million, or $1.86 per share, in the same quarter last year.

Chief Executive Scott Strazik said GE Vernova continues to benefit from strong global demand, supported by a record backlog worth $176 billion.

In the second quarter, total orders climbed to $24.2 billion, nearly doubling from $12.4 billion a year earlier, with organic orders rising 88%, driven primarily by the Power and Electrification businesses.

Wind remains the weakest businessWhile demand for electricity infrastructure continued to strengthen, GE Vernova's wind division remained a drag on overall performance.

Revenue from the Wind segment declined about 10% to $2 billion as lower onshore turbine deliveries and higher offshore project costs weighed on results.

The business reported a core operating loss of about $275 million, extending losses from the previous year.

By contrast, the Electrification segment generated core profit of $671 million, more than doubling from $314 million a year ago.

The Power business also posted strong performance, with core profit rising about 31% to $1 billion.

The contrasting results underscore the company's increasing reliance on conventional power generation and grid infrastructure, areas benefiting from growing investment as utilities prepare for rising electricity demand.

GE Vernova increased its financial guidance for the second consecutive quarter, citing accelerating investment in electricity generation and transmission.

The company now expects 2026 revenue of between $45.5 billion and $46.5 billion, approximately $1 billion higher than its previous forecast.

It also sharply raised its free cash flow outlook to between $11.5 billion and $12.5 billion, compared with its earlier projection of $6.5 billion to $7.5 billion.

The improved outlook reflects expectations that electricity consumption in the United States will continue rising as artificial intelligence infrastructure, data centers and broader electrification projects boost demand.

Commercial electricity demand is expected to outpace residential consumption over the coming year, creating additional opportunities for equipment suppliers.

GE Vernova shares have climbed roughly 60% this year and have nearly doubled over the past 12 months, making the stock one of the strongest performers in the industrial sector.

Last month, Jefferies raised its price target on the company to $1,210 while maintaining a Buy rating. The shares currently trade around $1,079.

However, not all analysts believe the valuation is justified.

According to Simply Wall St, a discounted cash flow analysis values GE Vernova at around $874 per share, implying the stock trades at roughly a 23.5% premium to its estimated intrinsic value.

At the same time, valuation based on earnings multiples suggests the shares remain attractive relative to peers.

Analysts say the key question for investors will be whether GE Vernova can continue converting the global wave of investment in power generation and grid infrastructure into sustained earnings growth and stronger cash flows while managing rising costs and execution risks.
2026-07-22 14:30 17d ago
2026-07-22 09:26 17d ago
Shares of GE Vernova fall in premarket trading despite raised revenue outlook
GEV-US GE Vernova
FMP Stock News
Original source text
HomeIndustriesEnergyEarnings ResultsEarnings ResultsGE Vernova reported that its revenue in the quarter increased 22% year over year, to $11.1 billionJuly 22, 2026, 9:26 a.m. ET

Shares of GE Vernova declined in premarket trading after the energy company missed analysts’ expectations for earnings per share.

The Cambridge, Mass.-headquartered company reported EPS of $2.47 in its second quarter, falling short of the Wall Street consensus for $3.04.

About the Author

Nora Redmond is a MarketWatch reporter based in London.

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2026-07-22 14:30 17d ago
2026-07-22 08:45 17d ago
NuScale Power (SMR): The Case for a Long-Term Buy Right Now
SMR NuScale
FMP Stock News
Original source text
Roaring out of the gate to start the new year, shares of NuScale Power (SMR +0.23%) soared 23.4% in January. Expand the perspective, though, and the next-generation nuclear reactor stock's performance is much less thrilling. As of this writing, shares of NuScale Power have plummeted 45.5% year to date.

But savvy investors know that when the market sours on a stock, a sweet buying opportunity sometimes emerges -- a phenomenon that is now the case with NuScale Power. Here's why.

Image source: Getty Images.

For some, shares of this nuclear leader have lost their luster It wasn't so long ago that NuScale Power stock gleamed brightly in the eyes of growth investors. Two years ago, enthusiasm for artificial intelligence (AI) was booming, and the market soon learned that data centers required massive amounts of power due to the steep demands of AI computing.

Advanced nuclear reactor stocks like NuScale Power appeared to be the answer, and their stocks flourished. Shares of NuScale Power rocketed 445% in 2024.

Recently, however, investors haven't become restless, trimming -- or exiting altogether -- their positions. There's no clear catalyst for the decline of these stocks. Perhaps investors have lost patience with the companies' progress, or they've become disenchanted after learning that some communities are pushing back against the development of data centers. Or maybe it's the broad belief that an AI bubble has formed, and it's better to leave most AI-related stocks alone.

Today's Change

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Don't be deceived -- NuScale has numerous opportunities Investors would be short-sighted to assume that supporting data center infrastructure is the only opportunity for NuScale Power. In addition to water desalinization, the company recognizes hydrogen production facilities as two current applications for its small modular reactors (SMR).

Over the longer term, however, management recognizes additional use cases. In its annual report, NuScale Power states that it is developing micro-reactors for "niche end-markets" that would benefit from supplying power to remote, off-grid communities, including mining operations, universities, space, military installations, and disaster relief.

NuScale Power isn't alone in recognizing the growing market opportunity. According to the business intelligence firm Global Market Insights, the global small modular reactor market was valued at $3.6 billion in 2025 and is expected to total $5.3 billion in 2026, then rising at a 12.7% compound annual growth rate (CAGR) until 2035, when it's projected to total $15.6 billion.

Keep this in mind before buying this nuclear powerhouse With growing market opportunities and the fact that NuScale Power is the only company that has small modular reactor (SMR) designs approved by the U.S. Nuclear Regulatory Commission, it's clear why forward-looking investors should find this nuclear energy stock so alluring. It's critical, though, that investors remember this high-reward stock also carries significant risks, as there's no guarantee the company will obtain the required operating licenses or achieve profitability.

For those uninterested in taking on higher risk, a nuclear energy ETF that includes NuScale Power among its holdings may be a more appealing option.
2026-07-22 14:27 17d ago
2026-07-22 09:21 17d ago
Rogers Communication (RCI) Surpasses Q2 Earnings and Revenue Estimates
RCI Rogers Communications
FMP Stock News
Original source text
Rogers Communication (RCI - Free Report) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.75%. A quarter ago, it was expected that this communications and media company would post earnings of $0.73 per share when it actually produced earnings of $0.74, delivering a surprise of +1.37%.

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

Rogers Communication, which belongs to the Zacks Diversified Communication Services industry, posted revenues of $4.06 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.45%. This compares to year-ago revenues of $3.77 billion. The company has topped consensus revenue estimates four times over the last four quarters.

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

Rogers Communication shares have lost about 8.9% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for Rogers Communication?While Rogers Communication has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

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

Ahead of this earnings release, the estimate revisions trend for Rogers Communication was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.86 on $3.86 billion in revenues for the coming quarter and $3.36 on $16.15 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Diversified Communication Services is currently in the bottom 5% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Liberty Global Ltd (LBTYA - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 24.

This company is expected to post quarterly loss of $0.31 per share in its upcoming report, which represents a year-over-year change of +96.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Liberty Global Ltd's revenues are expected to be $1.3 billion, up 2.4% from the year-ago quarter.
2026-07-22 14:27 17d ago
2026-07-22 10:16 17d ago
Ahead of UDR (UDR) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
UDR UDR
FMP Stock News
Original source text
Wall Street analysts forecast that UDR (UDR - Free Report) will report quarterly earnings of $0.63 per share in its upcoming release, pointing to a year-over-year decline of 1.6%. It is anticipated that revenues will amount to $421.35 million, exhibiting a decrease of 0.4% compared to the year-ago quarter.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

With that in mind, let's delve into the average projections of some UDR metrics that are commonly tracked and projected by analysts on Wall Street.

Based on the collective assessment of analysts, 'Revenues- Rental income' should arrive at $420.10 million. The estimate suggests a change of -0.7% year over year.

The consensus among analysts is that 'Weighted Average Physical Occupancy' will reach 96.7%. Compared to the current estimate, the company reported 96.7% in the same quarter of the previous year.

The average prediction of analysts places 'Other depreciation and amortization' at $5.53 million.

The consensus estimate for 'Real estate depreciation and amortization' stands at $165.63 million.

View all Key Company Metrics for UDR here>>>

Over the past month, UDR shares have recorded returns of +3.4% versus the Zacks S&P 500 composite's +0.3% change. Based on its Zacks Rank #3 (Hold), UDR will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
2026-07-22 14:27 17d ago
2026-07-22 09:06 17d ago
Texas Power Play: Hut 8 Sparks a $9.8B AI Infrastructure Deal
HUT Hut 8
FMP Stock News
Original source text
Hut 8 Today

$111.79 +2.81 (+2.58%)

As of 10:26 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$18.68▼

$140.80Price Target$121.26

When artificial intelligence (AI) models scale, they require an astonishing amount of electricity. Silicon Valley can design the fastest chips in the world, but without the physical power grid to turn them on, those chips are completely sidelined.

That reality is actively repricing the digital infrastructure market, and savvy market participants are watching a wealth transfer unfold from software developers to energy landlords.

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Hut 8 NASDAQ: HUT just provided a textbook example of this structural shift, securing a 15-year, $9.8 billion mega-lease that fundamentally alters the enterprise's valuation profile.

Flipping the Switch on a $9.8B LeaseThe immediate catalyst driving Hut 8's shares up 16% in recent trading sessions is the commercialization of its Beacon Point campus in Nueces County, Texas. Hut 8 locked down a second triple-net lease for 352 megawatts of IT capacity.

For those evaluating commercial real estate mechanics, a triple-net lease requires the tenant to cover all property expenses, including taxes, insurance, and maintenance. This specific structure protects the landlord's profit margins and creates highly predictable, utility-like cash flows.

The tenant, an unnamed high-investment-grade enterprise that also executed the Phase 1 lease, has now doubled its contracted footprint at the Texas site to 704 megawatts. By designing the second phase of this data hall around NVIDIA's NASDAQ: NVDA DSX reference architecture, Hut 8 is explicitly building for gigawatt-scale AI infrastructure.

Traditional data centers typically run rack power densities of 10 to 15 kilowatts. Artificial intelligence processing generates substantially more heat and requires specialized rack densities that frequently exceed 40 kilowatts. Designing specifically for NVIDIA infrastructure ensures the real estate commands top-tier premium pricing.

This transaction effectively transforms Hut 8 into an energy arbitrageur. The infrastructure provider is taking raw, low-cost utility interconnects in Texas and packaging them into specialized, high-margin hyperscaler real estate. The base-term contract value for the full 1,000-megawatt campus now stands at $19.6 billion. If the tenant exercises all three of its five-year renewal options, the gross campus-level contract value could scale to $50.2 billion.

Short-Circuiting the Crypto CyclesUnderstanding this transition requires examining the legacy business model closely. For years, Bitcoin (BTC) mining stocks traded as high-beta proxies for the broader cryptocurrency market. When digital asset prices fell, the related equities suffered heavy institutional selling.

The first-quarter 2026 earnings report from Hut 8 highlighted this exact financial vulnerability. Despite revenue of $139.31 million, which beat consensus estimates, the company reported an earnings-per-share loss of $1.98. The primary culprit was a $295.7 million unrealized loss on digital assets held on the balance sheet.

That extreme cyclicality makes it difficult for traditional institutional investors to underwrite long-term cash flow models. The Beacon Point transaction changes that calculus entirely. With total contracted IT capacity across the AI data center portfolio reaching 949 megawatts, management expects average annual net operating income to exceed $1.75 billion upon full stabilization.

By securing long-term revenue streams backed by high-investment-grade counterparties, the operational business begins to decouple from Bitcoin's price. The legacy crypto treasury will continue to cause short-term balance-sheet friction, but the underlying business is rapidly transitioning to a highly dependable cash-generating utility model.

Why Power Is the Ultimate AI ChokepointTo grasp why hyperscalers are willing to sign $9.8 billion leases, investors must look at the broader macroeconomic picture. Compute hardware is no longer the primary chokepoint of the artificial intelligence revolution. Raw power access holds that title today. Training next-generation large language models requires gigawatt-level infrastructure, and the domestic power grid is struggling to meet that immediate demand.

Companies that previously secured large utility interconnects for cryptocurrency mining find themselves holding the exact asset Big Tech desperately needs. We are seeing this theme validate itself across the entire sector. TeraWulf NASDAQ: WULF recently achieved a market capitalization of approximately $9 billion to $10 billion after securing an AI infrastructure deal. Core Scientific NASDAQ: CORZ currently trades at a $7.1 billion valuation, driven by high-density colocation demand.

Hut 8 holds a distinct competitive advantage through pure scale. Offering 1,000 megawatts of utility capacity at a single location under an interconnection agreement with AEP Texas creates a formidable economic moat. It saves hyperscalers the logistical nightmare of distributing their compute clusters across dozens of smaller, fragmented data centers.

Fast-Tracking the Greenfield GridThe velocity of this transition is equally compelling. Management noted that Hut 8 took the Beacon Point greenfield site from its very first lease to full commercialization in a matter of months. That aggressive timeline signals a clear intent to apply this exact origination and delivery model across the remaining development pipeline.

The executive team is also utilizing strategic financial engineering to support the equity value during this transition phase. Hut 8 recently initiated a $250 million stock repurchase program, targeting up to 5% of the outstanding common stock. Retiring shares before the anticipated 2028 cash flows from Phase 2 hit the balance sheet is a highly accretive move for long-term shareholders.

Options market data reflects the magnitude of this corporate pivot. Implied volatility remains elevated in the 113% to 115% range, with single-session call volume frequently spiking well above historical averages. While short interest remains relatively healthy at roughly 12.5% of the float, the fundamental shift toward long-term real estate contracts limits the downside thesis for bearish traders. Insider trading data shows $12.2 million in executive sales over the trailing 90 days. This warrants mild observation, though it likely reflects standard portfolio rebalancing after a 120% year-to-date run rather than a lack of conviction in the forward-looking cash flows.

Powering Up a Long-Term TransitionThe execution of this second mega-lease proves that energy infrastructure platforms can successfully reposition themselves at the very top of the artificial intelligence food chain. By converting legacy power agreements into high-margin, long-term contracts, Hut 8 is building a financial profile more like that of a premier commercial real estate investment trust than a volatile crypto miner.

Those navigating the digital infrastructure sector might want to monitor how quickly the new lease revenues eclipse the legacy digital asset balance sheet. The real test will be the initial energization scheduled for early 2027 and the expected Phase 2 data hall delivery in 2028.

Investors with a long-term time horizon may consider evaluating Hut 8 as a pure-play energy arbitrage asset. However, cautious market participants should remain aware of the short-term earnings volatility tied to the remaining cryptocurrency exposure.

Should You Invest $1,000 in Hut 8 Right Now?Before you consider Hut 8, 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 Hut 8 wasn't on the list.

While Hut 8 currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.

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2026-07-22 14:27 17d ago
2026-07-22 09:32 17d ago
OKLO Lands Key Nuclear Initiative: What Investors Should Know
OKLO Oklo
FMP Stock News
Original source text
Key Takeaways OKLO shares rose more than 6% after its selection for the nuclear initiative.The program aims to speed reactor development for dependable AI data-center power.The initiative will direct $60 million over three years to energy labs and institutions. Oklo Inc. (OKLO - Free Report) drew fresh investor attention after Bloomberg reported that the advanced nuclear developer had been selected for a Trump administration-led initiative to accelerate nuclear power deployment for artificial intelligence (AI) data centers. Another alternative-energy company, X-Energy (XE - Free Report) , is participating alongside technology behemoths Microsoft and Nvidia in the roughly $200 million program, which reflects the urgent need for dependable electricity to support AI infrastructure. The news lifted sector sentiment, with OKLO shares rising more than 6%, X-Energy climbing more than 7% and NuScale Power (SMR - Free Report) gaining more than 9%, despite not being part of the initiative.

The selection of Oklo and X-Energy highlights the potential role of advanced reactors in supplying the continuous electricity AI data centers require. Rapid growth in computing capacity is placing added pressure on the U.S. grid, increasing demand for dependable power sources that can operate around the clock. The initiative is expected to direct $60 million over three years to Department of Energy laboratories and institutions, including the University of Texas at Austin, to support research and accelerate reactor development. Although NuScale Power is outside the program, its shares benefited from expectations that stronger federal support could improve prospects across the advanced nuclear industry.

The market reaction suggests that investors view the initiative as a broader endorsement of advanced nuclear technology, not merely a direct opportunity for OKLO and X-Energy. It also signals growing policy recognition that AI expansion will depend heavily on access to reliable electricity. NuScale Power’s rally, despite its exclusion, shows that optimism is spreading to other reactor developers as investors anticipate wider benefits from faster research, licensing and infrastructure planning. For OKLO, the initiative strengthens its position within the emerging connection between nuclear power and AI data-center growth.

The Zacks Rundown on OKLO

Shares of Oklo have lost around 31% over the past year, underperforming the industry's growth.

Image Source: Zacks Investment Research

OKLO currently has an average brokerage recommendation (ABR) of 2.04 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. 

Image Source: Zacks Investment Research

See how the Zacks Consensus Estimate for OKLO’s earnings has been revised over the past 90 days.

Image Source: Zacks Investment Research

The company currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-07-22 14:26 17d ago
2026-07-22 08:00 17d ago
CoreWeave Cloud Powers Anam's Real-Time Photorealistic AI Avatars
CRWV CoreWeave
FMP Stock News
Original source text
LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced Anam, the Interactive Avatar platform for adding a face to your agent, has selected CoreWeave Cloud to power the development of AI agents, combining photorealistic quality with sub-second response times and API-first deployment. Anam builds interactive avatars designed for face-to-face conversational experiences, where latency measured in milliseconds determines whether an interaction.
2026-07-22 14:26 17d ago
2026-07-22 08:24 17d ago
CoreWeave's CFO Sold Company Shares for $5.5 Million. What Does That Mean for Investors?
CRWV CoreWeave
FMP Stock News
Original source text
Nitin Agrawal, Chief Financial Officer of CoreWeave, Inc. (CRWV +5.80%), sold 65,055 shares of Class A Common Stock on July 13, 2026 according to the SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$5.5 millionShares sold (directly held)65,055Post-transaction shares (total)302,573Post-transaction shares (directly held)128,716Post-transaction shares (indirectly held)173,857Post-transaction value$25.21 millionTransaction value based on SEC Form 4 weighted average sale price ($84.74); post-transaction value based on July 13, 2026 market close ($83.31).

Key questionsWhat were the specific parameters of the execution and the price range?
The 65,055 shares were sold in multiple transactions at prices ranging from $82.80 to $88.79 per share. This activity was governed by a Rule 10b5-1 plan originally adopted on August 27, 2025, and subsequently modified on November 18, 2025, to facilitate structured divestment.How does this sale compare to the company's recent market performance?
CoreWeave shares were priced at $83.31 at the July 13, 2026 market close, while the company has posted a -34% total return over the 12 months ending on the transaction date. As of the July 14, 2026 market close, the stock was priced at $79.94.What is the insider's remaining financial interest in the company?
Following this transaction, Agrawal retains a total beneficial ownership of 302,573 shares, representing an insider ownership stake of 0.0555%. Of that total, about $174,000 were held indirectly through grantor retained annuity trusts (GRATs) and his spouse.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$79.94Market Capitalization$43.6 billionRevenue (TTM)$6.2 billionNet Income (TTM)($1.6 billion)Company SnapshotCoreWeave operates a specialized cloud computing platform called a neocloud. It provides high-performance GPU and CPU compute resources, storage solutions, advanced networking capabilities, and fully managed services designed to support generative AI and intensive compute workloads for large enterprises.The company generates revenue through a cloud infrastructure-as-a-service model, offering flexible virtual servers and bare-metal compute options that enable clients to scale their computational resources according to demand.CoreWeave primarily serves large enterprises and organizations requiring substantial computational capacity for generative AI applications, machine learning workloads, and other compute-intensive operations.CoreWeave has established itself as a critical infrastructure provider in the generative AI ecosystem, with a market capitalization of $43.6 billion and TTM revenue of $6.2 billion. The company's specialized focus on GPU-accelerated computing and managed services positions it to capture significant demand from enterprises deploying large-scale AI applications.

Despite current net losses, CoreWeave's rapid revenue growth and strategic positioning in high-growth AI infrastructure markets underscore its competitive advantage in supporting the computational demands of the generative AI revolution.

What this transaction means for investorsThe July 13 sale of CoreWeave shares by CFO Nitin Agrawal was a non-discretionary transaction as part of a prearranged Rule 10b5-1 plan. Such plans allow insiders to sell shares at predetermined times to avoid concerns of trading on non-public information.

Even so, the hefty 34% reduction in direct holdings is not a comfort for investors, especially given the stock’s substantial decline from the 52-week high of $153.20 reached in 2025. CoreWeave shares sank due to the massive debt of over $25 billion on the balance sheet at the end of the first quarter. The company continues to add debt, such as its June 11 announcement to offer $3.5 billion in senior notes.

CoreWeave is piling on debt to fuel the expansion of its AI infrastructure business. It’s seeing strong sales growth thanks to the artificial intelligence boom. In the first quarter, its revenue exceeded $2 billion compared to $982 million in 2025. Agrawal’s remaining stake of 302,573 shares indicates he maintains a sizable equity stake in the company.

Robert Izquierdo has positions in CoreWeave. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
2026-07-22 14:26 17d ago
2026-07-22 08:46 17d ago
Wall Street sets CoreWeave stock price target for next 12 months
CRWV CoreWeave
FMP Stock News
Original source text
CoreWeave (NASDAQ: CRWV) stock’s latest recovery in an otherwise red month led to the equity’s first positive Wall Street rating since July 2.

Specifically, describing the former cryptocurrency miner as a ‘pioneer and leader’ in the sector focused on purpose-built artificial intelligence (AI) infrastructure, Baird’s Rob Oliver initiated coverage of the neocloud with a ‘Buy’ rating and a $100 price target, effectively forecasting CRWV shares would soar 25.66% from $79.58 at the latest close in the next 12 months.

Additionally, the analyst reflected on the ongoing concerns over the supply-side of building AI infrastructure – arguably a major reason for the 20.05% CoreWeave stock drop in June – by explaining it highlights ‘the importance of execution at a time when demand far outpaces supply.’

CoreWeave stock price one-month price chart. Source: Google Why CoreWeave stock crashed in July Indeed, recent months brought multiple developments leading many investors, observers, and institutional experts to begin wondering if the AI ‘boom’ not only turned into a ‘bubble,’ but is also already bursting.

Along with questions regarding how many of the Blackwells Nvidia (NASDAQ: NVDA) reported selling are actually in use amidst data center construction setbacks, pricing changes for GitHub Copilot led to a strong backlash and a flurry of adjustments from most prominent companies within the space.

Additionally, the fact that Google’s (NASDAQ: GOOGL) claims that AI revenue and profits were limited by supply was followed by both SpaceX (NASDAQ: SPCX) and Meta Platforms (NASDAQ: META) having sufficient compute to begin renting it out made the situation even more curious.

Finally, the matter was further exacerbated by the apparent concentration of demand, with Anthropic being a buyer of Elon Musk’s capacity and in talks with Mark Zuckerberg’s firm over its data centers.

Still, Google also paying SpaceX for compute appears to confirm the constraint comments the firm made earlier in 2026.

Analysts predict CoreWeave stock price in the next 12 months Elsewhere, though investors were evidently troubled by developments in the AI industry given CoreWeave’s 20.05% July drop from $99.54 to $79.58, Wall Street appears to have remained confident. 

Overall, CRWV stock is considered a ‘Moderate Buy’ and boasts 12 positive, 9 ‘Neutral,’ and 1 ‘Sell’ recommendation, per the data Finbold retrieved from TipRanks on July 22.

Wall Street sets CoreWeave stock price target for the next 12 months. Source: TipRanks Furthermore, institutional analysts appear to believe CoreWeave shares’ performance in the coming 12 months will shift substantially from the previous 52 weeks – a period in which they crashed 38.68% – considering the average forecast calls for a 64.89% rise to $131.22.

Featured image via Shutterstock

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2026-07-22 14:26 17d ago
2026-07-22 09:20 17d ago
This CoreWeave Analyst Turns Bullish; Here Are Top 3 Upgrades For Wednesday
CRWV CoreWeave
FMP Stock News
Original source text
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying CRWV stock? Here’s what analysts think:

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Market News and Data brought to you by Benzinga APIs

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

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2026-07-22 14:25 17d ago
2026-07-22 07:57 17d ago
Cathie Wood Just Bought Another $14 Million Worth of Circle Stock. This Is the Best Reason to Buy CRCL Now
CRCL Circle Internet Group
FMP Stock News
Original source text
For a company that prides itself on the stablecoin it developed and manages, Circle Internet Group's (CRCL -3.94%) stock has been anything but stable lately. The recent slump in the shares has clearly appealed to the contrarian instincts of top institutional investor Cathie Wood and her Ark Invest team, as they loaded up on Circle shares last week.

These buys totaled $14 million, a considerable sum. Let's take a closer look at this and identify one very attractive quality about Circle stock that's sustaining its bulls.

ARK Investment Management CEO Cathie Wood. Image source: Getty Images.

Unbroken Circle Last Tuesday, Ark Invest added to its existing pile of Circle stock with several new buys totaling 220,012 shares, valued at roughly $13.9 million.

These purchases were spread among three Ark exchange-traded funds (ETFs), with the Ark Innovation ETF taking 159,517 shares, the Ark Next Generation ETF gaining 42,400, and the Ark Blockchain & Fintech Innovation ETF absorbing 18,095.

Ark Invest already held Circle positions in the three ETFs. As of market close on Friday, July 17, with the latest additions, these had grown to:

ETFCRCL holding sizeCRCL weight in portfolioArk Innovation$154 million2.6%Ark Next Generation$54 million3.3%Ark Blockchain & Fintech Innovation$28 million3.2% Data source: cathiesark.com.

Wood and her team are placing what some would consider a risky bet with Circle.

The company's stock has been in the doldrums lately for understandable reasons -- cryptocurrencies have fallen out of favor with investors, and that gloomy sentiment has even seeped into stablecoins (like Circle's USDC), which are pegged to fiat currencies.

On top of that, a formidable consortium of large companies, including Visa and -- somewhat oddly, given that it's the primary manager of the Circle Reserve Fund -- BlackRock, is teaming up on a stablecoin called Open USD that will rival USDC. It's slated for official public launch in the fall.

But recently, a development with Circle has made it significantly more competitive.

Today's Change

(

-3.94

%) $

-2.80

Current Price

$

68.28

Trusted by the Feds Earlier this month, Circle won approval from U.S. federal regulator, the Office of the Comptroller of the Currency (OCC), to establish a national trust bank. For those unfamiliar with banking arcana, a national trust bank is an institution that focuses squarely on managing and safekeeping financial assets.

This could be quite a boon for Circle.

With such an institution under its management, it'll potentially be able to park the sizable U.S. government bond reserve that comprises the Reserve Fund without paying burdensome fees to third parties for the service. And with the OCC as a direct federal regulator of this business, it'll further legitimize stablecoins -- particularly USDC -- as financial instruments

Wood hasn't yet publicly explained her team's rationale for doubling down on Circle, so we can't be sure the charter is a major reason. Either way, it's a strongly favorable development for the company, and it could be a strong driver of its growth in the coming quarters and years.
2026-07-22 14:25 17d ago
2026-07-22 08:30 17d ago
Quantum Computing Inc. Appoints Susan Hunt as Chief Revenue Officer and Creates Chief Product Officer Role to Accelerate Commercial Growth
QUBT Quantum Computing
FMP Stock News
Original source text
Former CRO, Pouya Dianat, assumes newly created Chief Product Officer role, strengthening product leadership while accelerating commercial growth , /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), a vertically integrated quantum company pioneering photonics and semiconductor manufacturing, today announced the appointment of Susan Hunt as Chief Revenue Officer (CRO) and that Pouya Dianat, who has served as the Company's CRO, will transition into the newly created role of Chief Product Officer (CPO).  The leadership changes reflect QCi's continued focus on accelerating commercial growth while strengthening product strategy and execution as the Company scales. 

Joining QCi as CRO, Susan Hunt is an accomplished technology executive with more than 30 years of experience driving revenue growth and commercializing disruptive technologies across enterprise software, artificial intelligence, cloud computing, telecommunications and emerging technology markets. Hunt has consistently united cross-functional teams, developed scalable revenue organizations and successfully brought breakthrough technologies to market, driving sustained commercial growth.

Throughout her career, Hunt has held executive leadership positions at Orbital Insight, Nuance Communications, LivePerson, Salesforce and Sprint PCS, where she built and led high-performing global sales organizations, negotiated more than $2 billion in enterprise agreements and helped scale category-defining companies through rapid growth and market expansion.  She is widely recognized for bringing breakthrough technologies to market and building enterprise sales organizations that consistently deliver sustainable revenue growth.

The creation of the Chief Product Officer (CPO) role marks an important step in QCi's evolution.  As CPO, Dianat will lead the Company's product vision, strategy and management, ensuring QCi's technologies are translated into differentiated solutions that address the evolving needs of commercial and government customers.  Bringing a unique combination of market insight, customer understanding, and deep knowledge of QCi's technical portfolio, Dianat is well-positioned to drive the Company's product roadmap and accelerate innovation aligned with customer demand.

"This is a thoughtful and strategic evolution of our leadership team as QCi enters its next phase of growth," said Yuping Huang, CEO of QCi. "Our technology and products are ready for broader deployment, delivering meaningful value to customers through practical applications in real-world environments.  We are excited to welcome Susan to lead our revenue organization and accelerate commercial growth, while Pouya brings his deep understanding of our technology, customers and markets to the Chief Product Officer role.  Together, they will strengthen our ability to execute our strategy and create long-term value for our customers and shareholders."

As Chief Revenue Officer, Hunt will lead QCi's global revenue strategy, sales organization, business development, strategic partnerships, customer success initiatives and go-to-market execution as the Company continues expanding its commercial presence.

"As organizations increasingly look to harness the power of quantum technology to solve complex business challenges, QCi is uniquely positioned to deliver practical, differentiated solutions," said Susan Hunt, CRO.  "Throughout my career, I have been passionate about bringing bleeding-edge technologies to market and building world-class enterprise sales organizations. I look forward to partnering with the exceptional team at QCi to accelerate commercialization, deepen customer relationships and drive the Company's next phase of growth."

As Chief Product Officer, Dianat will oversee product strategy, management and commercialization, working closely with technology, engineering and marketing teams to ensure QCi's innovations are developed into market-leading solutions that solve meaningful customer challenges.

"I'm excited to take on this new role at an important point in QCi's growth," said Pouya Dianat, CPO.  "Our opportunity is to transform innovative quantum technologies into products that solve real business problems.  I look forward to leading our product strategy and working across the organization to bring solutions to market that help executives address complex operational challenges while unlocking the full potential of our technology."

These leadership appointments underscore QCi's commitment to aligning its executive team to support the Company's next phase of growth.  By strengthening leadership across both product innovation and commercial execution, QCi is well-positioned to accelerate customer adoption, expand revenue opportunities and deliver long-term value to customers, partners and shareholders.

About Quantum Computing Inc.

Quantum Computing Inc. (Nasdaq: QUBT) is a vertically integrated quantum company pioneering photonics and semiconductor manufacturing, and delivering accessible, scalable, and cost-effective quantum machines, photonics products, and advanced packaging. The Company provides foundry services for photonic chips and semiconductor manufacturing, and offers a vertically integrated portfolio spanning photonics and electronic components, subsystems, and full-stack systems.

Designed to operate at room-temperature with low-power requirements, QCi's technologies enable practical deployment across high-growth markets, including high-performance computing, artificial intelligence, cybersecurity, aerospace and defense, and advanced sensing and imaging.

Headquartered in Hoboken, New Jersey, QCi also has operations in Arizona, California, Illinois, Indiana, Massachusetts, North Carolina and Virginia. By combining advanced materials, device engineering, and scalable manufacturing, QCi delivers integrated quantum, photonics, and semiconductor technologies, accelerating commercialization and real-world adoption.

Company Contact:

John Nesbett/Zach Nevas
IMS Investor Relations
[email protected]

Forward-Looking Statements

This press release contains forward-looking statements as defined within Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements and forecasts, generally identified by terms such as "may," "will," "expect," "believe," "anticipate," "estimate," "enhance," "intends," "goal," "objective," "seek," "attempt," "aim to," or variations of these or similar words, involve risks and uncertainties because they relate to events and depend on circumstances that will occur in the future. Those statements include statements regarding the intent, belief, or current expectations of QCi and members of its management as well as the assumptions on which such statements are based.  Any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, including the acceleration of commercialization, increasing revenue, acceleration of product development and bringing quantum solutions to market, and that actual results may differ materially from those contemplated by such forward-looking statements. Except as required by federal securities law, QCi undertakes no obligation to update or revise forward- looking statements to reflect changed conditions.

SOURCE Quantum Computing Inc.
2026-07-22 14:25 17d ago
2026-07-22 09:00 17d ago
Richard “Rich” Cimino Named Vice President of Engineering for AIRO's US Drone and Avionics Businesses
AIRO AIRO Group Holdings
FMP Stock News
Original source text
OSHKOSH, Wis.--(BUSINESS WIRE)-- #AIRO--EAA AirVenture — Aspen Avionics and AIRO Group, a leading manufacturer of advanced avionics for general aviation, today announced jointly the appointment of Richard "Rich" Cimino as Vice President of Engineering, effective July 27, 2026.Cimino, based at AIRO's manufacturing facility in Phoenix, Arizona, will be responsible for leading engineering strategy and execution at Aspen Avionics, as well as engineering initiatives across AIRO's US-based drone business. He.
2026-07-22 14:25 17d ago
2026-07-22 09:01 17d ago
AIRO Group's Consolidated Phoenix Manufacturing Facility Achieves AS9100D Certification
AIRO AIRO Group Holdings
FMP Stock News
Original source text
OSHKOSH, Wisc.--(BUSINESS WIRE)-- #AAM--EAA AirVenture Oshkosh — Aspen Avionics, a leading manufacturer of advanced avionics for general aviation, and its parent company, AIRO Group, today jointly announced that AIRO Group's consolidated avionics and drone manufacturing facility in Phoenix, Arizona, has achieved AS9100D certification. With Aspen's manufacturing now fully consolidated with AIRO's U.S.-based drone business in Phoenix, Arizona, this certification marks another significant milestone in As.
2026-07-22 14:24 17d ago
2026-07-22 14:14 17d ago
Americké indexy se obchodují smíšeně, trhy bedlivě čekají na výsledky Alphabetu
AMD AMD GEV-US GE Vernova GOOGL Alphabet IBM IBM NOW ServiceNow PM Philip Morris International T AT&T
FIO Stock News
Original source text
22.7.2026 16:14, T, AMD, COF, PM, GOOGL, GEV

Index Dow Jones +0,52 % na 52498,58 b. S&P 500 +0,11 % na 7517,66 b. Nasdaq Composite -0,17 % na 25793,08 b.

Wall Street se v úvodu seance obchoduje ve smíšených číslech. Investoři zaujímají opatrný postoj před výsledky technologických společností. Dnes po konci obchodování budou reportovat společnosti Alphabet, Tesla, IBM a ServiceNow.

Investory zaujala rovněž zpráva Wall Street Journal, podle které společnost AMD uzavřela se společností Anthopic kontrakt na dodávku AI serverů v hodnotě několik desítek miliard dolarů.

Dnes před otevřením trhu reportovala výsledky řada společnosti, příkladem je Philip Morris International, GE Vernova a AT&T.

Americká tabáková společnost překonala tržní predikce napříč hlavními ukazateli. Tržby poprvé překonaly hranici 11 mld. USD. Celoroční výhled očištěného zisku na akcii společnost mírně snížila, a to prakticky výhradně kvůli měnovým vlivům.

Co se týče výsledků amerického výrobce energetického zařízení GE Vernova. Její divize energetiky a elektrifikace nadále těží z rychle rostoucí poptávky spojené mimo jiné s výstavbou datových center a modernizací rozvodných sítí, přičemž větrná energetika zůstává ztrátová. Díky silnému přílivu objednávek, expanzi marží a výrazné tvorbě hotovosti společnost navýšila svůj celoroční výhled pro rok 2026.

Telekomunikační operátor AT&T reportoval výsledky za 2Q. Čistý přírůstek postpaid mobilních zákazníků překonal průměrný odhad analytiků. Nad očekávání byl rovněž reportován očištěný zisk na akcii a očištěný zisk EBITDA.

Index S&P 500 +0,11 % na 7517,66 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Základní materiály +1,5 % Informační technologie -0,4 % Utility +1,4 % Reality 0 % Energie +1,3 % Zdravotní péče +0,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Super Micro Computer (SMCI) +23 % TE Connectivity (TEL) -7,3 % Westinghouse Air Brake Technologies Corp (WAB) +11 % GE Vernova (GEV) -6,4 % Dell Technologies (DELL) +9,7 % DoorDash (DASH) -3,9 % CME Group (CME) +7,2 % AppLovin Corp (APP) -3,5 % Hewlett Packard Enterprise (HPE) +6,0 % Datadog (DDOG) -3,5 % Zdroj: Bloomberg

Jakub Němec
Fio banka, a.s.
Prohlášení
2026-07-22 14:24 17d ago
2026-07-22 14:24 17d ago
Pražská burza posílila, tahounem růstu byly akcie CSG (+11,65 %) FIO Stock News
Original source text
22.7.2026 16:24

Pražská burza posílila počtvrté v řadě, když dnes měřeno indexem PX přidala 1,56 % na 2 653 bodů. V návaznosti na pozitivní vývoj evropského obranného sektoru zaznamenaly nejvýraznější růst akcie CSG, které vyskočily o 11,65 % na 393 Kč. Dařilo se rovněž finančním titulům. Erste Bank posílila o 1,66 % na 2 822 Kč, Moneta Money Bank vzrostla o 0,53 % na 190 Kč a Komerční banka si polepšila o 1,11 % a uzavřela nad psychologickou hranici 1 000 Kč na 1 005 Kč. Pojišťovna VIG přidala 1,66 % na 1 590 Kč. V kladném teritoriu zakončil obchodování také ČEZ, který se zvedl o 0,98 % na 1 340 Kč. Solidní růst zaznamenala rovněž emise Doosan Škoda Power, jež posílila o 2,45 % na 481 Kč.

Josef Dudek, makléř, Fio banka, a.s.
2026-07-22 14:22 17d ago
2026-07-22 09:10 17d ago
Equinor ASA (EQNR) Q2 2026 Earnings Call Transcript
EQNR Equinor
FMP Stock News
Original source text
Equinor ASA (EQNR) Q2 2026 Earnings Call Transcript
2026-07-22 14:22 17d ago
2026-07-22 08:00 17d ago
OneSpan Introduces DigipassONE, Bringing a Unified Platform Approach to Authentication Modernization
OSPN OneSpan
FMP Stock News
Original source text
BOSTON--(BUSINESS WIRE)--Organizations are under increasing pressure to modernize authentication while supporting existing infrastructure, meeting evolving regulatory requirements, deploying emerging technologies, and reducing operational complexity. For financial institutions in particular, authentication modernization must balance security, compliance, and operational efficiency while meeting the evolving expectations and preferences of their customers. Yet the journey to modern authenticatio.
2026-07-22 14:21 17d ago
2026-07-22 08:30 17d ago
Strive Announces Bitcoin Stewardship Commitment, Initial Support for Bitcoin Development Through Brink
ASST Strive
FMP Stock News
Original source text
DALLAS, July 22, 2026 (GLOBE NEWSWIRE) -- Strive, Inc. (Nasdaq: ASST; SATA) ("Strive" or the "Company"), one of the world's largest corporate holders of bitcoin, today announced its Bitcoin Stewardship Commitment, founded on the belief that institutions benefiting from Bitcoin should increasingly share responsibility for preserving the network that makes Bitcoin possible.
2026-07-22 14:20 17d ago
2026-07-22 10:01 17d ago
Silicon Motion Technology Corporation (SIMO) Is a Trending Stock: Facts to Know Before Betting on It
SIMO Silicon Motion Technology
FMP Stock News
Original source text
Silicon Motion (SIMO - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this chip company have returned -12.8% over the past month versus the Zacks S&P 500 composite's +0.3% change. The Zacks Computer - Integrated Systems industry, to which Silicon Motion belongs, has lost 9.5% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

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.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Silicon Motion is expected to post earnings of $2.13 per share, indicating a change of +208.7% from the year-ago quarter. The Zacks Consensus Estimate has changed +10.4% over the last 30 days.

The consensus earnings estimate of $8.96 for the current fiscal year indicates a year-over-year change of +152.4%. This estimate has changed +10.9% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $11.98 indicates a change of +33.7% from what Silicon Motion is expected to report a year ago. Over the past month, the estimate has changed +14.6%.

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, Silicon Motion is rated Zacks Rank #1 (Strong Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile 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.

For Silicon Motion, the consensus sales estimate for the current quarter of $403.64 million indicates a year-over-year change of +103.2%. For the current and next fiscal years, $1.64 billion and $2.04 billion estimates indicate +85.7% and +24.3% changes, respectively.

Last Reported Results and Surprise HistorySilicon Motion reported revenues of $342.11 million in the last reported quarter, representing a year-over-year change of +105.5%. EPS of $1.58 for the same period compares with $0.6 a year ago.

Compared to the Zacks Consensus Estimate of $299.49 million, the reported revenues represent a surprise of +14.23%. The EPS surprise was +20.61%.

Over the last four quarters, Silicon Motion surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

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.

Silicon Motion is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe 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 Silicon Motion. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
2026-07-22 14:20 17d ago
2026-07-22 08:10 17d ago
Wall Street Loves SanDisk, but Retail Is Strangely Silent
SNDK Sandisk
FMP Stock News
Original source text
Wall Street’s love affair with SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has reached a fever pitch, yet Reddit has gone eerily quiet. Shares closed at $1,589 on Tuesday after a 14% single-day pop, but the stock is still down 27% over the past month and almost 10% on the week. SanDisk, the NAND flash pure play spun out of Western Digital in February 2025, has surged over 569% year to date and 3,720% over the past year.

The catalyst is clear. Q3 FY2026 revenue hit $5.95 billion, up 251% year over year, with the Datacenter segment alone up 645% as hyperscalers race to secure NAND capacity for AI inference. EPS of $23.41 trounced the $14.66 consensus, and CEO David Goeckeler retired $650 million in debt to reach a zero-debt balance sheet.

Analyst Consensus Is Bullish The $2,197.32 consensus price target is well above the current price, and the ratings breakdown is overwhelmingly bullish. Forward P/E has compressed to 21 on projected earnings power, and operating margin runs at 70%. Institutional ownership stands near 81%. Bernstein reportedly set a $3,000 price target on the stock, a figure a Reddit user cited when explaining a purchase.

Reddit Sentiment Tells a Different Story Currently, SanDisk’s Reddit sentiment score registers 58 (neutral) with an activity score of just 13, categorized as low. The most-upvoted post came from user kharkovchanin, who wrote: “Bought SanDisk (SNDK) at $2,330. Did I mess up buying the top or is this just a healthy pullback?” (r/stocks). It drew 596 upvotes and 593 comments, after which discussion collapsed.

Retail options flow has skewed toward puts, including a widely shared “SNDK 0DTE $2,175 put GAINS” post from late June. r/options traders remain bullish (sentiment 72-78), but that community is tiny relative to r/stocks. Activity has cratered from a peak score of 51 on July 2 to 12-17 over the past week. Error: Invalid chart data JSON

Micron Has the Retail Buzz SanDisk Lacks Peer Micron Technology (NASDAQ:MU) draws far heavier retail chatter despite a smaller percentage move, suggesting SanDisk’s obscurity stems from its short public history rather than weaker fundamentals. Watch SanDisk’s Q4 earnings report and the two additional New Business Model contracts management flagged for the quarter, with guidance calling for $7.75 billion to $8.25 billion in revenue and $30 to $33 in EPS. If retail hasn’t found this story by then, it may never.

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

Contact [email protected] for any questions or corrections.
2026-07-22 14:20 17d ago
2026-07-22 08:58 17d ago
SK Hynix Has Fantastic News for Memory Stocks. Time to Buy Sandisk Before It Skyrockets on Aug. 5
SNDK Sandisk
FMP Stock News
Original source text
SK Hynix is one of the most important memory manufacturers in the world. It enjoys a healthy market share in the dynamic random-access memory (DRAM) and NAND flash markets, which is why the CEO's latest comments suggest the memory supercycle is here to stay.

The South Korean bellwether's CEO, Kwak Noh-Jung, recently told Reuters in an interview that he expects the memory shortage to worsen in 2027. What's more, he added that memory demand will continue to outstrip supply beyond 2030, despite the company's efforts to aggressively add capacity. All this bodes well for Sandisk (SNDK -1.26%), one of the hottest names in the memory industry that has made investors significantly richer over the past year.

Sandisk is going to release its fiscal 2026 fourth-quarter results on Aug. 5. SK Hynix's comments about the state of the memory industry suggest that Sandisk could go on a parabolic run after its upcoming report. Let's see why.

Image source: The Motley Fool.

Sandisk's numbers and guidance could crush consensus expectations Sandisk is a pure-play NAND flash storage company. It controls 13% of this market, according to Counterpoint Research. SK Hynix is bigger than Sandisk in NAND flash with an 18% market share. So, when SK Hynix notes that the memory shortage is set to worsen in 2027, one can assume that the massive price hikes powering Sandisk's growth are here to stay.

Today's Change

(

-1.26

%) $

-20.06

Current Price

$

1,569.34

The NAND flash industry's revenue increased 3.5x year over year in Q1 to $46 billion. Analysts are anticipating Sandisk's fiscal Q4 revenue to increase by 338% year over year to $8.34 billion. The bottom-line jump will be even more impressive at a whopping 117x to $34.15 per share. If SK Hynix's forecast about the memory supply situation getting worse turns into reality, then there is a solid chance of Sandisk's numbers exceeding expectations.

After all, the consensus earnings estimate for fiscal Q4 isn't very far from the higher end of Sandisk's earnings per share guidance of $33.00. The company has been striking long-term agreements with customers that include a variable pricing option, which will allow it to capture potential price increments in NAND flash. This should pave the way for stronger-than-expected guidance, given SK Hynix's forecast that the supply situation will tighten.

The stock still has multibagger potential This semiconductor stock has turned a $1,000 investment into $33,000 over the past year. You may be wondering if it can deliver more upside following such stunning gains.

Given that Sandisk is trading at just 21 times forward earnings and is expected to clock a 220% increase in earnings per share in fiscal 2027 to $212.60, it can indeed fly higher. Sandisk can easily achieve such terrific earnings growth in the current fiscal year since NAND flash demand will continue to overwhelm supply.

This AI stock could easily trade above $4,000 even if it trades at 20 times earnings after a year, based on its earnings-per-share estimate for the fiscal year that has just begun. That's nearly triple Sandisk's current stock price, which means that it isn't too late for investors to buy this AI stock.
2026-07-22 14:20 17d ago
2026-07-22 09:41 17d ago
Buy 3 Top-Ranked AI Giants on the Dip Amid Short-Term Price Upside
SNDK Sandisk
FMP Stock News
Original source text
Key Takeaways SNDK is benefiting from AI-driven demand for NAND storage and advancing enterprise memory products.WDC is seeing strong cloud and AI demand, boosting adoption of high-capacity data center storage.CIEN is expanding AI networking with hyperscaler wins and raised its fiscal 2026 revenue outlook. The astonishing rally of the artificial intelligence (AI) trade has been suffering from persistent volatility over the past month. Extremely overstretched valuation of these stocks, unabated inflationary pressure due to fluctuations in crude oil prices resulting from geopolitical conflicts in the Middle East and growing expectations of a 25-basis point hike in the benchmark interest rate by the Fed in September are the primary reasons for recent AI trade volatility. 

Nonetheless, we have identified three AI behemoths with a top Zacks Rank that are currently trading at a significant discount from their 52-week high price. Moreover, these stocks have huge price upside potential in the short term.

The stocks are: Sandisk Corp. (SNDK - Free Report) , Western Digital Corp. (WDC - Free Report) and Ciena Corp. (CIEN - Free Report) . Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The chart below shows the price performance of our three picks in the past month.

Image Source: Zacks Investment Research

Sandisk Corp.Sandisk — a leading flash and advanced memory technology innovator — is set to maintain its astonishing momentum. SNDK has benefited from the structural shift toward AI computing, which requires significantly more NAND flash storage per deployment compared with traditional workloads. 

AI training models and inference applications generate massive data volumes that demand high-performance enterprise solid-state drives, while edge devices need greater storage capacity to support on-device AI features. 

This creates a favorable demand environment where SNDK can command premium pricing for its advanced technology products while maintaining disciplined supply allocation. SNDK’s BiCS8 quad-level cell storage product continues to advance through qualification with two major hyperscalers. The extended joint venture agreement with Kioxia Corporation through December 2034 positions Sandisk favorably in the AI memory and storage space. 

Sandisk has an expected revenue and earnings growth rate of more than 100%, each for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.6% over the last 30 days.

Massive Short-Term Price Upside PotentialSandisk is currently trading at a 32.5% discount to its 52-week high price of $2,354.39 recorded on June 22. The short-term average price target of brokerage firms represents an increase of 49.8% from the last closing price of $1,589.40. The brokerage target price is currently in the range of $1,000-$3,250. This indicates a maximum upside of 104.5% and a maximum downside of 37.1%. The risk/reward ratio is highly favorable 1:2.82. 

Western Digital Corp.Western Digital has been witnessing strong execution amid intensified cloud and AI demand. WDC saw strong data center demand and increased adoption of high-capacity hard disk drives (HDDs). This reflects its ability to scale reliable, high-capacity storage solutions to meet the needs of the AI-driven data economy.

As AI and cloud adoption accelerate, demand for higher-density storage continues to rise. WDC is meeting this demand through close collaboration with hyperscalers, delivering reliable, high-capacity drives at scale with strong performance and total cost of ownership.

Western Digital has an expected revenue and earnings growth rate of 38.1% and 85.1%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 1.8% over the last 30 days.

Solid Short-Term Price Upside PotentialWestern Digital is currently trading at a 31.4% discount to its 52-week high price of $799.87 recorded on June 18. The short-term average price target of brokerage firms represents an increase of 16.4% from the last closing price of $548.39. The brokerage target price is currently in the range of $450-$1.050. This indicates a maximum upside of 91.5% and a maximum downside of 17.9%. The risk/reward ratio is extremely favorable 1:5.1. 

Ciena Corp.Ciena is well poised to benefit from AI-led demand for optical networking across cloud and service providers and a growing backlog despite ongoing supply woes. Expanding bandwidth needs, rising data center interconnect activity and solid uptake of coherent optical technologies bode well. 

Ciena's revenues are primarily generated from packet optical transport, switching products, integrated networks and software platforms. CIEN continues to diversify its footprint in data center connectivity and AI networking infrastructure. Management reported new hyperscaler wins for coherent modules, additional DCOM customer engagements and continued demand for 400G and 800G pluggables.

Strong traction in Hyper-Rail, DCOM and coherent modules reinforces CIEN’s position in high-speed connectivity and broadens its opportunities across WAN and data center environments. CIEN is also driving operating leverage through higher margins, earnings and cash flow. CIEN raised its fiscal 2026 revenue outlook to $6.3 billion, up 32% at the midpoint.

Ciena has an expected revenue and earnings growth rate of 32.4% and more than 100%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 5.8% in the last 60 days.

Robust Short-Term Price Upside PotentialCiena is currently trading at a 35.9% discount to its 52-week high price of $637.51 recorded on June 3. The short-term average price target of brokerage firms represents an increase of 45.5% from the last closing price of $408.73. The brokerage target price is currently in the range of $450-$720. This indicates a maximum upside of 76.2% and no downside. The risk/reward ratio is extremely favorable. 
2026-07-22 14:20 17d ago
2026-07-22 10:05 17d ago
Sandisk Trades at 8.3X Discounted P/E: Time to Buy the Stock?
SNDK Sandisk
FMP Stock News
Original source text
Key Takeaways SNDK is leveraging BiCS8 technology to strengthen its position in enterprise SSDs for AI storage workloads.SNDK is expanding through nodal technology transitions instead of costly greenfield capacity investments.SNDK's new business model agreements cover more than one-third of its fiscal 2027 bit volume. Sandisk (SNDK - Free Report) currently trades at a forward 12-month price-to-earnings multiple of 8.3X, well below the Zacks Computer Storage Devices industry’s average of 10.67X and at a steep discount to the broader Computer and Technology sector’s average of 23.55X. This discounted valuation stands out, given SNDK's accelerating position in the NAND flash market, its expanding enterprise SSD franchise and a rapidly improving earnings trajectory supported by a richer mix across data center, edge and consumer end markets.

SNDK’s P/E Valuation
Image Source: Zacks Investment Research

SNDK shares have jumped 569.5% year to date, outperforming the Zacks subindustry's return of 204.7% and the broader sector's advance of 12.1%. Its peers, Micron Technology (MU - Free Report) , Seagate Technology (STX - Free Report) and Western Digital (WDC - Free Report) have gained 242.3%, 226.0% and 222.3%, respectively, over the same period, all trailing SNDK by a wide margin.

SNDK has been benefiting from surging AI-driven demand for NAND flash across data center inference architectures, backed by its BiCS8 technology leadership and an expanding enterprise SSD portfolio. Its multiyear supply partnerships and disciplined capacity expansion through nodal transitions rather than costly greenfield investment provide a competitive edge as demand for AI storage infrastructure accelerates.

SNDK’s YTD Performance
Image Source: Zacks Investment Research

AI-Driven Demand and Datacenter Opportunity Fuel SNDK's GrowthSNDK is benefiting from the structural shift toward AI computing, which requires substantially more NAND flash storage per deployment compared with traditional workloads. AI training models and inference applications are generating massive data volumes that demand high-performance enterprise SSDs, creating a favorable environment where SNDK is commanding premium pricing for its advanced technology products. These benefits materialized in the fiscal third quarter with datacenter revenue surging 233% sequentially as enterprise SSD qualifications broadened across hyperscale customers.

SNDK's leadership has consistently framed NAND as the most scalable semiconductor technology available for inference workloads, including KV cache and retrieval-augmented generation applications that require dense, low-latency flash storage well beyond what DRAM or high-bandwidth memory can economically deliver at global scale. 2026 datacenter bit growth expectations have moved sharply higher over the past several quarters, reflecting how rapidly hyperscale customers are redesigning inference architectures around NAND capacity. SNDK's TLC based enterprise SSD portfolio anchored by BiCS8 technology has driven the bulk of this datacenter strength while its QLC Stargate solution is set to begin shipping for revenues in the fiscal fourth quarter, adding a further layer of growth and positioning the company ahead of storage peers Micron Technology, Western Digital and Seagate Technology in the race to capture AI infrastructure demand.

New Business Models Add Structural Earnings VisibilitySNDK is reshaping its business through multi-year supply partnerships known as new business models designed to lock in committed customer demand alongside committed financials for the company. Five such agreements have been signed to date, carrying minimum contractual revenue of approximately $42 billion and financial guarantees exceeding $11 billion, backed by prepayments and third-party administered instruments. These agreements, which stretch as long as five years, now cover more than a third of SNDK's fiscal 2027 bit volume and blend fixed and variable pricing, giving SNDK upside participation while offering customers assured supply. This move away from the industry's historically volatile quarter-to-quarter pricing dynamic is expected to deliver more durable and predictable earnings, a structural shift that differentiates SNDK from storage peers, Micron Technology, Western Digital and Seagate Technology, which have disclosed comparatively less detail on long-term contracted volume.

The Zacks Consensus Estimate for SNDK's fiscal 2026 earnings per share is pegged at $66.11, up 0.65% over the past 30 days and indicating year-over-year growth of 2111.04%. This estimate reflects the scale of the earnings transformation underway at SNDK as new business model agreements and broadening AI infrastructure demand reshape the company's revenue and margin profile.

ConclusionSNDK's accelerating AI-driven datacenter demand and a maturing multiyear contract book present a compelling investment case. Its year-to-date outperformance against peers, Micron Technology, Western Digital and Seagate Technology reflects growing recognition of its strategic positioning within the AI storage buildout, while the pending QLC Stargate ramp and rising new business model coverage offer meaningful near-term catalysts. These structural tailwinds support a favorable entry point for investors seeking AI storage exposure.

Sandisk currently sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of A, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. You can see the complete list of today's Zacks #1 Rank stocks here.
2026-07-22 14:18 17d ago
2026-07-22 08:30 17d ago
Ondas Secures $70 Million in New Orders as Demand Accelerates Across Its Autonomous Defense and Security Platform
ONDS Ondas Holdings
FMP Stock News
Original source text
Awards Across Ground Systems, Border Security, Aerial Security, ISR and Precision-Strike Technologies Demonstrate Broad-Based Customer Demand

Broad-Based Order Momentum Demonstrates Continued Execution of Ondas' Strategic Growth Plan and Growing Demand for Autonomous Defense Systems

WEST PALM BEACH, FL / ACCESS Newswire / July 22, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous systems and next-generation defense and security technologies, announced today that it has secured $70 million in new orders during the past four weeks across its defense, security and autonomous technology platform.

The orders span a broad range of Ondas' core technology segments, including unmanned ground systems, border security and protection technologies, counter-unmanned aircraft systems ("C-UAS"), intelligence, surveillance and reconnaissance ("ISR") systems, and autonomous precision-strike capabilities. The orders include awards for new systems, expanded customer programs and additional operational capabilities, including the recently announced $6.9 million order for Ondas' C-UAS systems in Australia. Ondas believes the pace and breadth of the awards demonstrate growing demand for autonomous defense technologies and provide further evidence that the Company's strategic growth plan is translating into increased customer adoption, larger programs and expanding market access.

"Securing $70 million in new orders in the past four weeks is a strong demonstration of our execution on the substantial demand pipeline at Ondas and the leveraging of our strengthening global operating platform," said Eric Brock, Chairman and CEO of Ondas. "These awards reflect the commercial value of the global operating platform we are building and our ability to convert a growing pipeline of opportunities into meaningful customer programs."

"The orders also demonstrate the breadth of the Ondas platform," Brock continued. "They extend beyond a single product or mission and include ground systems, border security, counter-UAS, ISR and precision-strike technologies. We believe this broad-based demand validates our strategy of integrating differentiated technologies, engineering capabilities, manufacturing resources and customer access into a unified defense technology company."

Ondas is building a scaled defense and security technology company capable of addressing increasingly complex operational requirements across air and ground environments. The Company is executing this strategy by combining specialized autonomous technologies with shared engineering resources, manufacturing capacity, operational expertise, customer relationships, supply-chain capabilities and deployment support. Ondas believes this integrated operating model enables each technology segment to grow faster, reach additional customers and compete for larger programs.

The recent awards demonstrate demand across several complementary mission areas. The Company's unmanned ground systems are designed to support defense, security, engineering, logistics and other operations in hazardous and contested environments. These autonomous and remotely operated platforms can reduce risk to personnel while expanding the ability of defense and security organizations to perform complex ground missions.

Ondas believes the recent awards further strengthen its visibility into future production, delivery and deployment activity. The Company is continuing to expand manufacturing capacity, integrate acquired technologies and increase field-support resources to meet growing customer requirements. The orders also demonstrate how Ondas' strategic growth plan is creating commercial and operational synergies across the Company. Technologies developed within one part of Ondas can gain access to additional markets, customers and manufacturing resources through the broader platform, while customers can procure a wider range of complementary technologies from a single trusted provider.

About Ondas Inc.

Ondas Inc. (Nasdaq:ONDS) is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, including autonomous drone systems, counter-UAS technologies, robotic ground systems, advanced unmanned aircraft and propulsion solutions, demining and engineering systems, and integrated sensing and communications technologies designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas' solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.

For additional information on Ondas Inc., visit www.ondas.com.

Forward-Looking Statements

Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Contacts:

IR Contact for Ondas Inc.
888-657-2377
[email protected]

Media Contact for Ondas Inc.
Escalate PR
[email protected]
Preston Grimes
Marketing Manager, Ondas Inc.
[email protected]

SOURCE: Ondas Inc.
2026-07-22 14:17 17d ago
2026-07-22 09:24 17d ago
TeraWulf Schedules Conference Call for Second Quarter 2026 Financial Results
WULF TeraWulf
FMP Stock News
Original source text
EASTON, Md., July 22, 2026 (GLOBE NEWSWIRE) -- TeraWulf Inc. (Nasdaq: WULF) (“TeraWulf” or the “Company”), a leading owner and operator of vertically integrated digital infrastructure, today announced that it will host its earnings conference call and webcast for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 at 8:00 a.m.
2026-07-22 14:17 17d ago
2026-07-22 10:09 17d ago
FUTU DEADLINE: Levi & Korsinsky Reminds Futu Holdings Limited Investors of Upcoming Securities Class Action Deadline
FUTU Futu Holdings
FMP Stock News
Original source text
The Red Flags: How Futu Holdings Allegedly Concealed a Looming RMB 1.85 Billion CSRC Penalty While Publicly Touting Record Client Growth and Revenue Gains

, /PRNewswire/ -- Levi & Korsinsky, LLP announces that a securities class action has been filed against Futu Holdings Limited (NASDAQ: FUTU).

YOU MAY BE AFFECTED IF YOU:

Purchased FUTU stock between May 24, 2023 and May 27, 2026 Lost money on your Futu Holdings investment Submit your information to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.

FUTU shares collapsed $34.10 per share on May 22, 2026, a 27.5% single-session loss, after the CSRC proposed penalties totaling approximately RMB 1.85 billion (USD 271 million). The lead plaintiff deadline is August 25, 2026.

What They Allegedly Knew

The CSRC publicly announced in December 2022 that Futu had been conducting cross-border securities business with mainland Chinese investors without regulatory consent. The Company was banned from opening new accounts for mainland investors and from soliciting new mainland business. By May 2023, the Futubull app was removed from Chinese app stores.

Despite these extraordinary regulatory actions, management continued issuing quarterly press releases highlighting accelerating client growth, surging trading volumes, and rising revenues throughout the Class Period. The lawsuit contends that executives knew their mainland China operations lacked the requisite CSRC licenses for securities, public fund sales, and futures business, yet presented financial results that included revenue derived from those allegedly illegal activities.

The Red Flags That Emerged

The complaint chronicles a pattern of warning signs that allegedly should have prompted more specific disclosure to shareholders:

The December 2022 CSRC statement explicitly identified Futu's cross-border operations as conducted "without regulatory consent" The Futubull app was pulled from mainland Chinese app stores in May 2023, confirming active regulatory enforcement SEC filings acknowledged the Company "does not hold any license or permit for providing securities brokerage services in Mainland China" Annual reports admitted rectification measures offered "no assurance" of satisfying the CSRC Despite these admissions, the Company continued reporting paying client increases of 15% to 41% year-over-year across successive quarters No provision or accrual for potential penalties appeared in financial statements until after the CSRC notification letter arrived in May 2026 Inside Knowledge vs. Public Statements

The securities action asserts that a stark gap existed between what the Company disclosed in boilerplate risk factors and what it knew about the severity of its regulatory exposure. While SEC filings used speculative language such as "if the CSRC pursues further regulatory actions" and "we have limited information to accurately predict," the complaint alleges the Company was actively operating businesses it knew required licenses it did not possess. The proposed penalty of RMB 1.85 billion, including confiscation of RMB 470 million in "illegal gains," suggests the scope of the unlicensed activity was substantial and quantifiable throughout the Class Period.

"The timeline raises important questions about when certain risks were known internally versus when they were disclosed to the investing public. For over three years, Futu reported record operational metrics while allegedly operating without required Chinese regulatory licenses." -- Joseph E. Levi, Esq.

Act now to protect your rights or call (212) 363-7500.

WHY LEVI & KORSINSKY: Over the past 20 years, Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States. Attorney Advertising. Prior results do not guarantee similar outcomes.

Frequently Asked Questions About the FUTU Lawsuit

Q: When did Futu Holdings allegedly mislead investors? A: The class period runs from May 24, 2023 to May 27, 2026. The alleged fraud was revealed through corrective disclosures on May 22, 2026, when Reuters reported the CSRC crackdown and Futu confirmed receiving a notification letter proposing RMB 1.85 billion in penalties, and again on May 28, 2026, when Q1 2026 results reflected the proposed penalties.

Q: What specific misstatements does the FUTU lawsuit allege? A: The complaint alleges Futu made materially false or misleading statements regarding its regulatory compliance status, failing to disclose that it continued to conduct securities, public fund sales, and futures business in mainland China without required CSRC licenses, and that its reported financial results were overstated as a result.

Q: What do FUTU 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 is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my FUTU 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 live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of investor's country of residence.

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
2026-07-22 14:17 17d ago
2026-07-22 09:56 17d ago
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
STX.US Seagate Technology Holdings
FMP Stock News
Original source text
Quarterly financial reports play a vital role on Wall Street, as they help investors see how a company has performed and what might be coming down the road in the near-term. And out of all of the metrics and results to consider, earnings is one of the most important.

The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.

Hunting for 'earnings whispers' or companies poised to beat their quarterly earnings estimates is a somewhat common practice. But that doesn't make it easy. One way that has been proven to work is by using the Zacks Earnings ESP tool.

The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP is more formally known as the Expected Surprise Prediction, and it aims to grab the inside track on the latest analyst estimate revisions ahead of a company's report. The idea is relatively intuitive as a newer projection might be based on more complete information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

In fact, when we combined a Zacks Rank #3 (Hold) or better and a positive Earnings ESP, stocks produced a positive surprise 70% of the time. Perhaps most importantly, using these parameters has helped produce 28.3% annual returns on average, according to our 10 year backtest.

Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.

Should You Consider Arista Networks?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Arista Networks (ANET - Free Report) holds a #2 (Buy) at the moment and its Most Accurate Estimate comes in at $0.92 a share 13 days away from its upcoming earnings release on August 4, 2026.

Arista Networks' Earnings ESP sits at +3.08%, which, as explained above, is calculated by taking the percentage difference between the $0.92 Most Accurate Estimate and the Zacks Consensus Estimate of $0.89. ANET is also part of a large group of stocks that boast a positive ESP. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

ANET is one of just a large database of Computer and Technology stocks with positive ESPs. Another solid-looking stock is Seagate (STX - Free Report) .

Seagate, which is readying to report earnings on July 28, 2026, sits at a Zacks Rank #1 (Strong Buy) right now. Its Most Accurate Estimate is currently $5.19 a share, and STX is six days out from its next earnings report.

The Zacks Consensus Estimate for Seagate is $5.10, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +1.75%.

Because both stocks hold a positive Earnings ESP, ANET and STX could potentially post earnings beats in their next reports.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
2026-07-22 14:16 17d ago
2026-07-22 08:36 17d ago
FTAI Announces $1.465 Billion Gas Turbine Generator Set Order Through J&F Power Systems
FTAIA FTAI Aviation
FMP Stock News
Original source text
Initial Mod-1 CFM56 Aeroderivative Unit Orders Represent Substantial Portion of Targeted 2027 Deliveries Initial Mod-1 CFM56 Aeroderivative Unit Orders Represent Substantial Portion of Targeted 2027 Deliveries
2026-07-22 14:14 17d ago
2026-07-22 07:45 17d ago
Why This $16 Energy Stock Could Be Worth $250 by 2040
NNE Nano Nuclear Energy
FMP Stock News
Original source text
Nano Nuclear Energy (NNE +4.57%), as its name suggests, is designing microreactors. Picture, for a second, a nuclear reactor packed into a shipping container. That, in an image, is what Nano is trying to accomplish.

The company isn't earning commercial revenue from its reactors yet, nor does it have an NRC-approved design. As such, it's very much an early-stage nuclear company with high ambitions and plenty of "unknowns" that could ruin them.

The near-term path for this nuclear stock will be more turbulent than comforting -- risk-tolerant investors only at this point -- but if you can hold fast without letting go, this nuclear stock could be a long-term winner, possibly even growing 15 times by 2040.

Today's Change

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18.09

How could that happen? Let's run a quick scenario. Let's assume Nano has 70 million shares outstanding (it currently has about 52.1 million, but dilution will likely happen). If those shares were worth about $250 apiece, the company would carry a $17.5 billion market cap. Now, supposing Nano trades at 5 times annual sales, then its annual revenue would need to be about $3.5 billion.

Data by YCharts

Great, you might think, the back-of-the-envelope math checks out. But, practically speaking, could Nano's annual revenue grow to $3.5 billion by 2040?

Image source: Getty Images.

It's not outlandish, but operationally it would be ambitious. Indeed, several things would need to go right. Its microreactors would need to clear regulatory hurdles, and deployments would need to become routine. The company would also need to advance its transportation and fuel-related operations, plus rake in recurring revenue from services and consulting work.

Suppose, purely for illustration purposes, that Nano recognized $100 million in revenue from each reactor deployment. To reach $3.5 billion, it would need to deploy about 35 reactors a year. That doesn't mean it needs 35 customers; its reactors are so small that a single project could deploy a dozen or more units. A handful of big projects could, therefore, carry Nano most of the way toward the revenue needed to support a multibillion-dollar valuation.

Don't get me wrong: Nano isn't a safe stock, and the volatility might make the least risk-tolerant investors uneasy. Aggressive investors who want exposure to advanced nuclear and AI energy might want to proceed; however, more risk-averse investors might be more interested in a nuclear energy exchange-traded fund (ETF).
2026-07-22 14:14 17d ago
2026-07-22 07:59 17d ago
NANO Nuclear and Fortil Advance Engineering Collaboration for the KRONOS MMR(TM) Fuel Handling & Storage System
NNE Nano Nuclear Energy
FMP Stock News
Original source text
Engineering milestone evidences continued maturation of the KRONOS MMR™ Energy System, reducing technical risk while supporting advancement toward future first-of-a-kind deployment, component standardization, and commercialization.

New York, New York and Ollioules, France--(Newsfile Corp. - July 22, 2026) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, today announced its advancement of a strategic engineering collaboration with internationally recognized engineering and consulting firm Fortil, related to the design of the Fuel Handling & Storage System for the Company's proprietary KRONOS MMR™ Energy System.

The Fuel Handling & Storage System is a critical subsystem that is an essential part of the KRONOS MMR™ architecture, supporting the safe handling, storage, and management of nuclear fuel throughout reactor operations. Under the collaboration with NANO Nuclear's engineering team, Fortil's dedicated nuclear engineering team is responsible for the multidisciplinary engineering and design of the subsystem, leveraging expertise across mechanical engineering, systems engineering, nuclear safety, instrumentation and control, and radiation protection.

Fortil has extensive experience delivering multidisciplinary engineering services for the nuclear energy industry. The collaboration leverages Fortil's expertise in nuclear engineering, systems integration, and specialized fuel handling solutions to accelerate the development of a robust, integrated fuel handling system supporting the KRONOS MMR™ as it progresses toward commercialization and deployment.

The collaboration has now reached a notable engineering milestone with conceptual design activities near conclusion. This milestone establishes the technical basis for the Fuel Handling & Storage System by evaluating engineering solutions against program requirements, defining key subsystem interfaces, and producing the engineering documentation that will guide subsequent development activities. Collectively, this work reduces technical risk, supports future first-of-a-kind deployment, and establishes an engineering framework capable of supporting standardized future commercial deployments.

Figure 1 - NANO Nuclear Energy Inc. and Fortil Advance Engineering Collaboration for the KRONOS MMR™ Fuel Handling & Storage System

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/11703/306064_b089b54ba41a887b_003full.jpg

Building upon this milestone, NANO Nuclear and Fortil expect to commence preliminary design activities, where the validated engineering approach is further developed through increased analytical detail, subsystem integration, and engineering refinement.

This engineering milestone follows significant recent regulatory progress for the KRONOS MMR™. Earlier this year, the U.S. Nuclear Regulatory Commission ("NRC") formally accepted the Construction Permit Application for deployment of the KRONOS MMR™ at the University of Illinois Urbana-Champaign for review and subsequently initiated formal review activities, providing additional clarity regarding the anticipated licensing schedule. NANO Nuclear believes the current review schedule provides the opportunity to begin initial construction activities during the second half of 2027, subject to regulatory approvals and customary project requirements.

The Company also believes the KRONOS MMR™ remains the first commercially-ready microreactor program to reach this stage of the U.S. NRC licensing process, reflecting continued progress across both regulatory and engineering activities as the program advances toward commercialization.

James Walker, Chief Executive Officer of NANO Nuclear Energy, said: "The successful commercialization of advanced nuclear technology depends upon disciplined engineering execution alongside continued regulatory progress. Our collaboration with Fortil on the Fuel Handling & Storage System represents another important milestone in advancing the KRONOS MMR™ program and further strengthens the technical foundation supporting future deployment. As this critical subsystem progresses from conceptual design into preliminary design, we continue to mature the reactor architecture, systematically reduce technical risk and build the engineering basis necessary to support future licensing, construction and commercialization."

Jay Yu, Founder and Chairman of NANO Nuclear Energy, added: " NANO Nuclear's strategy remains centered on building KRONOS through disciplined engineering development, strategic partnerships and proactive regulatory engagement. Our continued collaboration with Fortil reflects this strategy by bringing together complementary expertise to advance a key reactor subsystem. We believe each engineering milestone further strengthens the commercial readiness of the KRONOS MMR™ while continuing to build the industrial ecosystem necessary to support first-of-a-kind deployment and subsequent commercial deployments."

Bosko Jovanovic, Head of Nuclear Development of Fortil, added: "Our collaboration with NANO Nuclear marks an important step forward and a meaningful consolidation of Fortil's nuclear development. By bringing together our multidisciplinary engineering expertise and NANO Nuclear's advanced reactor design, we are strengthening our position in the nuclear energy sector and building the long-term capabilities required to support ambitious, first-of-a-kind programs such as the KRONOS MMR™. We are proud to deepen this collaboration and to contribute to a technology that will play a key role in the future of clean energy."

Jeremy La Sala, Nuclear Projects Manager of Fortil, added: "We are proud to continue advancing our collaboration with NANO Nuclear on the KRONOS MMR™. The Fuel Handling & Storage System is a critical and complex subsystem requiring close integration across multiple engineering disciplines, rigorous systems engineering and a strong focus on nuclear safety. Our team is committed to delivering robust engineering solutions that establish a solid technical foundation for future design activities, and we look forward to continuing our work with NANO Nuclear as the KRONOS program progresses toward deployment."

About Fortil

Fortil is a multi-specialist international engineering and technology consulting group, driven by a mission to empower talent and to deliver projects with technical, human and environmental value.

Founded more than 15 years ago, the Group now operates across France, Europe, Africa, the Middle East and North America, supporting its clients on engineering and digital transformation projects with a comprehensive range of solutions that address their key growth challenges across all sectors. Within this footprint, Fortil has built recognized expertise in the nuclear energy sector, delivering multidisciplinary engineering services-spanning mechanical and systems engineering, nuclear safety, instrumentation and control, and radiation protection-for demanding, safety-critical programs.

This is made possible by the Group's 2,500 employees, who bring technical expertise and a spirit of innovation to their work every day.

Fortil stands out through its commitment to a virtuous model that pairs sustainable growth with lasting performance, built on independence and shared success. Since its founding, the Group has followed a distinctive path underpinned by an ambitious CSR approach that is fully integrated into its strategy.

For information, visit www.fortil.group | Follow us on LinkedIn @fortilgroup

Contact us at: [email protected]

About NANO Nuclear Energy, Inc.

NANO Nuclear Energy Inc. (NASDAQ: NNE) is a North American advanced technology-driven nuclear energy company seeking to become a commercially focused, diversified, and vertically integrated company across five business lines: (i) cutting edge portable and other microreactor technologies, (ii) nuclear fuel supply chain, (iii) nuclear fuel transportation, (iv) nuclear applications for space and (v) nuclear industry consulting services.

Led by a world-class nuclear engineering team, NANO Nuclear's reactor products in development include the proprietary KRONOS MMR™ Energy System, a stationary high-temperature gas-cooled reactor that is in construction permit pre-application engagement U.S. Nuclear Regulatory Commission (NRC) in collaboration with University of Illinois Urbana-Champaign, "ZEUS", a portable solid core battery reactor, and the space focused, portable LOKI MMR™, each representing advanced developments in clean energy solutions that are portable, on-demand capable, advanced nuclear microreactors.

Advanced Fuel Transportation Inc. (AFT), a NANO Nuclear subsidiary, bolstered by the May 2026 acquisition of Secured Transportation Services (STS), is led by former executives from the largest transportation company in the world and provides nuclear engineering and materials transport services in the U.S. and globally. Through NANO Nuclear, AFT is the exclusive licensee of a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the Department of Energy.

HALEU Energy Fuel Inc. (HEF), a NANO Nuclear subsidiary, is focusing on the future development of a domestic source for a High-Assay, Low-Enriched Uranium (HALEU) fuel fabrication pipeline for NANO Nuclear's own microreactors as well as the broader advanced nuclear reactor industry.

NANO Nuclear Space Inc. (NNS), a NANO Nuclear subsidiary, is exploring the potential commercial applications of NANO Nuclear's developing micronuclear reactor technology in space. NNS is focusing on applications such as the LOKI MMR™ system and other power systems for extraterrestrial projects and human sustaining environments, and potentially propulsion technology for long haul space missions. NNS' initial focus will be on cis-lunar applications, referring to uses in the space region extending from Earth to the area surrounding the Moon's surface.

Cautionary Note Regarding Forward-Looking Statements

This news release and statements of NANO Nuclear's management and collaborators in connection with this news release contain or may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "explore," "plans", "aim," "goal," "believes", "potential", "will", "should", "could", "would" or "may" or derivations of these words and other words of similar meaning about the future. In this press release, forward-looking statements include those relating to the future timing and prospects for NANO Nuclear's development of the Fuel Handling and Storage System and the overall KRONOS MMR™ Energy System, both through Fortil and generally. These and other forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors, which may be beyond our control. For NANO Nuclear, particular risks and uncertainties that could cause our actual future results to differ materially from those expressed in our forward-looking statements include but are not limited to the following: (i) risks related to our U.S. Department of Energy ("DOE"), U.S. Nuclear Regulatory Commission ("NRC"), Canadian Nuclear Safety Commission ("CNSC") or related state or other U.S. or non-U.S nuclear licensing submissions, (ii) risks related the development of new or advanced technology and the acquisition of complementary technology or businesses, including difficulties with design and testing, cost overruns, regulatory delays, integration issues and the development of competitive technology, (iii) our ability to obtain contracts and funding to be able to continue operations, (iv) risks related to uncertainty regarding our ability to technologically develop and commercially deploy a competitive advanced nuclear reactor or other technology in the timelines we anticipate, if ever, (v) risks related to the impact of U.S. and non-U.S. government regulation, policies and licensing requirements, including by the DOE, and the NRC, including those associated with the recently enacted ADVANCE Act and the May 23, 2025 Executive Orders seeking to streamline nuclear regulation, and (vi) similar risks and uncertainties associated with the operating a developing business a highly regulated, competitive and rapidly evolving industry, including that our plans may change and we may use our cash on hand faster or in different ways than anticipated as our business requires. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement, and NANO Nuclear therefore encourages investors to review other factors that may affect future results in its filings with the SEC, which are available for review at www.sec.gov and at https://ir.nanonuclearenergy.com/financial-information/sec-filings. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306064

Source: NANO Nuclear Energy Inc.

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2026-07-22 14:14 17d ago
2026-07-22 08:00 17d ago
NANO Nuclear and Fortil Advance Engineering Collaboration for the KRONOS MMR™ Fuel Handling & Storage System
NNE Nano Nuclear Energy
FMP Stock News
Original source text
Engineering milestone evidences continued maturation of the  KRONOS MMR™ Energy System , reducing technical risk while supporting advancement toward future first-of-a-kind deployment, component standardization, and commercialization.
2026-07-22 14:13 17d ago
2026-07-22 10:01 17d ago
Powell Industries, Inc. (POWL) Is a Trending Stock: Facts to Know Before Betting on It
POWL Powell Industries
FMP Stock News
Original source text
Powell Industries (POWL - 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.

Shares of this energy equipment company have returned -16.2% over the past month versus the Zacks S&P 500 composite's +0.3% change. The Zacks Manufacturing - Electronics industry, to which Powell Industries belongs, has lost 5.9% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

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.

Powell Industries is expected to post earnings of $1.49 per share for the current quarter, representing a year-over-year change of +12.9%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $5.47 points to a change of +10.5% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $6.66 indicates a change of +21.7% from what Powell Industries is expected to report a year ago. Over the past month, the estimate has changed -2.7%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Powell Industries.

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 Powell Industries, the consensus sales estimate of $318.25 million for the current quarter points to a year-over-year change of +11.2%. The $1.2 billion and $1.46 billion estimates for the current and next fiscal years indicate changes of +8.7% and +21.3%, respectively.

Last Reported Results and Surprise HistoryPowell Industries reported revenues of $296.61 million in the last reported quarter, representing a year-over-year change of +6.5%. EPS of $1.25 for the same period compares with $1.27 a year ago.

Compared to the Zacks Consensus Estimate of $298.22 million, the reported revenues represent a surprise of -0.54%. The EPS surprise was -6.72%.

Over the last four quarters, Powell Industries surpassed consensus EPS estimates three times. The company topped consensus revenue estimates just once over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

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

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Powell Industries is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Powell Industries. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
2026-07-22 14:13 17d ago
2026-07-22 10:05 17d ago
2 Microcap Infrastructure Stocks to Watch With Strong Growth Drivers
PLPC Preformed Line Products
FMP Stock News
Original source text
Optical Cable Corporation (OCC - Free Report) and Preformed Line Products Company (PLPC - Free Report) have significantly outperformed the broader technology sector over the past year, with their shares surging 257.3% and 131.9%, respectively, compared with the sector's 28.7% gain.

Image Source: Zacks Investment Research

The impressive gains have been driven by company-specific execution as both businesses capitalize on favorable long-term infrastructure trends. While the stocks have already delivered outsized returns, investors may be evaluating whether the underlying fundamentals can continue supporting further upside.

Here's a closer look at the factors strengthening the long-term investment case for each company.

OCC Gains From Data Center Expansion & Higher ProfitabilityOptical Cable is benefiting from rising demand across enterprise networking, data centers and harsh-environment applications, enabling the company to improve profitability while building a stronger foundation for future growth.

During the second quarter of fiscal 2026, net sales increased 26.6% year over year to $22.2 million, while gross profit jumped 42.4% to $7.6 million. Gross margin expanded 380 basis points to 34.2%, reflecting stronger manufacturing operating leverage as higher production volumes translated into disproportionately faster profit growth.

The company's growth outlook also improved as its sales order backlog and forward load reached $13.3 million, representing a 27% sequential increase and an improvement of more than 82% from the start of the fiscal year. Management highlighted continued demand from enterprise and multi-tenant data center customers and indicated that existing manufacturing capacity can accommodate additional growth before requiring meaningful expansion. Combined with ongoing AI-driven investment in data center infrastructure, the growing backlog, expanding margins and improving operating leverage provide greater earnings visibility and strengthen OCC's long-term investment outlook.

PLPC Gains From Utility and Communications InfrastructurePreformed Line Products continues to capitalize on increasing investment in electric grid modernization and communications infrastructure, supported by broad-based demand across its end markets and disciplined operational execution.

First-quarter 2026 net sales rose 19% year over year to $176.3 million, driven primarily by 26% growth in U.S. sales, including a 41% increase in energy market revenues. Every operating segment recorded year-over-year growth, while gross profit margin improved to 31.3%, expanding 150 basis points sequentially despite tariff-related cost pressures. Management attributed the margin improvement to effective pricing actions, supply-chain optimization and ongoing operational efficiency initiatives.

Beyond near-term financial performance, PLPC maintains a strong balance sheet and ample liquidity, providing the flexibility to pursue acquisitions, invest in manufacturing facilities, expand engineering and sales capabilities and continue returning capital to shareholders. With exposure to utility upgrades, communications network expansion and international infrastructure investment, the company appears well-positioned to benefit from long-term spending trends while supporting sustained earnings growth and shareholder value creation.

Final ThoughtsOptical Cable and Preformed Line Products have substantially outperformed the broader technology sector over the past year, but their investment cases extend beyond share-price appreciation. OCC is benefiting from accelerating data center demand, a rapidly expanding backlog and improving operating leverage, while PLPC continues to capitalize on long-term investments in electric grid and communications infrastructure through disciplined execution and solid profitability.

Although both companies remain exposed to shifts in enterprise and infrastructure spending, their strengthening fundamentals and favorable industry positioning suggest they remain worthwhile stocks for investors to monitor.
2026-07-22 14:13 17d ago
2026-07-22 09:30 17d ago
2026 LexisNexis U.S. Home Insurance Trends Report: Claims Severity Reaches All-Time High While Frequency Declines
RELX RELX
FMP Stock News
Original source text
New report underscores how climate events, inflation and geographic volatility are reshaping home insurance loss trends

, /PRNewswire/ -- LexisNexis® Risk Solutions today released the 2026 LexisNexis U.S. Home Trends Report, providing an updated analysis of by-peril claims trends in the U.S. home insurance industry to help carriers make more informed, strategic decisions. Examining loss cost, claims frequency and severity, the report also offers insights into seasonality shifts, catastrophic claims and geographic patterns, including trends by U.S. state.

Key Takeaways from the 2026 LexisNexis U.S. Home Trends Report

Map showing the highest-cost property loss peril by state in 2025. All Peril severity reached an all-time high in 2025, increasing 25.9% from 2024 and 93.2% compared to 2019. While All Peril loss cost decreased 4.4% and frequency decreased 23.8% from 2024 to 2025, loss cost remained the third highest in seven years and 50.0% higher than in 2019. The U.S. experienced 23 climate disasters with $1 billion or more in damages in 2025, totaling $115 billion in damages and marking the third highest year of billion-dollar climate events on record. The Los Angeles wildfires accounted for more than half of that total at $61.2 billion, demonstrating how a single catastrophic event can significantly affect loss trends.1 Fire and Lightning were the defining perils of 2025, with loss cost increasing 76.8% and severity rising 67.3% year over year, driven largely by the January 2025 Los Angeles wildfires. "U.S. home insurers continue to face increasing pressure and uncertainty as they contend with a 'perfect storm' of rising severity, rising inflation-driven replacement costs and a reshaping of loss patterns in the face of shifting climate-driven catastrophes," said George Hosfield, vice president and general manager, home insurance, LexisNexis Risk Solutions. "The data reinforces the need for insurers to turn to multi-source datasets and analytics to help assess risk more accurately, benchmark performance and adapt to these volatile market conditions."

All Peril Trends

The U.S. home insurance industry continued to experience a long-term upward trend in loss cost across all perils combined. Although All Peril loss cost decreased in 2025, it was still the third most expensive year for loss cost within the last seven years. Severity rose significantly, reaching its highest level in seven years and increasing 93.2% compared to 2019. The rise in severity offset lower claim frequency, which continued its general downward trend since the beginning of the COVID-19 pandemic. Download the full 2026 LexisNexis U.S. Home Trends Report to explore how state-level loss cost and seasonality shifts are contributing to market volatility, including why California experienced the highest loss cost in 2025 and how wind and hail activity affected several central U.S. states. Fire and Lightning Perils

Fire and Lightning were the defining perils of 2025, with loss cost increasing 76.8%, frequency increasing 6.0% and severity rising 67.3% year over year from 2024. The dramatic increase was driven largely by the January 2025 Los Angeles wildfires, including the Palisades and Eaton fires. The fires cost an estimated $61.2 billion, making them the highest-cost climate disaster in the U.S. in 2025 and the costliest recorded wildfire in U.S. history.2 Download the full 2026 LexisNexis U.S. Home Trends Report to see how the timing of the Los Angeles fires affected Fire and Lightning loss patterns, including a shift in the peril's typical seasonality. Wind and Hail Perils

Wind loss cost decreased 50.4% and severity decreased 12.0% from 2024 to 2025, while frequency decreased 43.9%. The year-over-year decreases were likely driven by the lower number of catastrophe Wind claims in 2025. Despite lower Wind loss costs overall, wind-related risk remained significant. A central tornado outbreak in mid-March was the second costliest billion-dollar weather event of the year, costing an estimated $11 billion.3 Hail loss cost decreased 38.4% in 2025 from its seven-year high in 2023, and frequency decreased 35.4% from 2023. Severity remained flat compared to 2024. Download the full 2026 LexisNexis U.S. Home Trends Report for additional context on catastrophe claims, billion-dollar hail events and the states most affected by severe convective weather across the central U.S. Non-Weather-Related Perils

Non-Weather-Related Water loss cost decreased 6.4% and frequency decreased 7.8% from 2024 to 2025, while severity rose 2.5%. Severity for the peril increased 63.16% between 2019 and 2025, likely due to inflation and rising material and labor costs associated with remediating water damage. Liability loss cost decreased 4.0% and frequency decreased 14.6% from 2024 to 2025, while severity increased 12.8% year over year. The report notes this may be anecdotal evidence of social inflation, a term that describes how liability claims costs are increasing above general economic inflation, related to increasing litigation costs.4 Download the full 2026 LexisNexis U.S. Home Trends Report for additional findings on Theft and Other Perils, including how declining frequency and rising severity are contributing to shifting loss trends across non-weather-related claims. "Broader loss trends are important, but they are only the starting point," continued Hosfield. "The real opportunity for carriers is using those trends to help better understand what to look for at the individual-property level. If wildfire risk is expanding into new areas, carriers having insight into the fortification and condition of specific homes can help support more informed assessment decisions. If a state is seeing distinct water-loss patterns, understanding the interior risk characteristics of the properties they insure can be key. By connecting national, state and peril-level trends with more granular property intelligence, carriers can make more informed underwriting, pricing and portfolio decisions."

Download the full 2026 LexisNexis U.S. Home Trends Report.

Click here to learn more about leveraging high-quality data and superior analytics to help deliver advanced risk management and identify new areas for growth.

About LexisNexis Risk Solutions
LexisNexis® Risk Solutions leverages the power of data, advanced analytics platforms and integrated AI solutions to provide insights that help businesses across multiple industries and governmental entities reduce risk and improve decisions to benefit people around the globe. Headquartered in metro Atlanta, Georgia, we have offices throughout the world and are part of RELX (LSE: REL/NYSE: RELX), a global provider of information-based analytics and decision tools for professional and business customers. For more information, please visit LexisNexis Risk Solutions and RELX.

Media Contact:
Syed Shabbir
Director, Communications
Insurance and Healthcare
LexisNexis Risk Solutions
816-572-7709
[email protected] 

1 "2025 in Review: U.S, Billion-Dollar Disasters," Climate Central, https://www.climatecentral.org/climate-matters/2025-in-review
2 "2025 in Review: U.S, Billion-Dollar Disasters," Climate Central, https://www.climatecentral.org/climate-matters/2025-in-review
3 "2025 in Review: U.S, Billion-Dollar Disasters," Climate Central, https://www.climatecentral.org/climate-matters/2025-in-review
4 "Social Inflation," National Association of Insurance Commissioners (NAIC), https://content.naic.org/insurance-topics/social-inflation

SOURCE LexisNexis Risk Solutions
2026-07-22 14:13 17d ago
2026-07-22 03:53 18d ago
ABN Amro Investment Solutions Has $16.65 Million Stake in SK Telecom Co., Ltd. $SKM
SKM SK Telecom
FMP Stock News
Original source text
ABN Amro Investment Solutions lifted its holdings in shares of SK Telecom Co., Ltd. (NYSE: SKM) by 136.8% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 568,343 shares of the Wireless communications provider's stock after acquiring an additional 328,300 shares during the
2026-07-22 14:12 17d ago
2026-07-22 09:30 17d ago
If The Market Crashes, This Is The 1 Space Stock I Can't Wait To Buy
SPCX SpaceX
FMP Stock News
Original source text
With the S&P 500 trading at a multi-year high of 29 times earnings, possible interest rate hikes on the horizon, and unresolved military conflicts driving oil prices higher, it seems like it's only a matter of time before the market crashes. When that happens, many of the priciest growth stocks will go on sale and become compelling purchases for patient investors.

One of those stocks is AST SpaceMobile (ASTS -0.22%), a producer of low Earth orbit (LEO) satellites that was overshadowed by SpaceX's (SPCX -0.34%) historic IPO. Let's see why AST SpaceMobile is one of the only space stocks I'd buy in the next market crash.

Image source: Getty Images.

What sets AST SpaceMobile apart from SpaceX? AST and SpaceX's Starlink both produce LEO satellites for internet communications. However, AST mainly helps telecom giants like AT&T and Verizon extend their broadband networks to rural areas that their terrestrial networks can't reach. Starlink provides its own first-party satellite internet service. AST's satellites are also twice the size of Starlink's largest satellites, making them the largest communication arrays ever deployed into orbit.

AST also processes its data on the ground using Radio Access Network (RAN) software, while Starlink processes it in its satellites. AST can upgrade its ground infrastructure to new wireless technologies (such as 6G), but Starlink must completely replace its satellites with each upgrade.

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$

63.20

AST also doesn't operate money-losing rocket launch and artificial intelligence (AI) businesses like SpaceX. While AST isn't profitable yet, it has a clear path to profitability because its core business operates similarly to Starlink, SpaceX's only profitable business.

AST has launched 10 commercial BlueBird satellites to date. It aims to have 45 to 60 satellites in orbit by the end of 2026, and to expand its constellation to as many as 248 satellites within the next few years. However, that expansion will likely require more dilutive stock and debt offerings, as seen with its recent approval of a new $1 billion convertible stock offering.

Why could AST be a great long-term investment? From 2025 to 2028, analysts expect AST's revenue to grow from $71 million to $1.87 billion. They also expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive in 2027 and more than quadruple to $1.39 billion in 2028.

But with an enterprise value of $20.7 billion, AST already trades at 12 times and 16 times its projected 2028 revenue and adjusted EBITDA, respectively. If a market crash cuts those valuations in half, it'd be an incredible buying opportunity for space-oriented investors.

Leo Sun has positions in Verizon Communications. The Motley Fool has positions in and recommends AST SpaceMobile. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
2026-07-22 14:12 17d ago
2026-07-22 04:23 18d ago
Toll Brothers Inc. $TOL Shares Bought by Dimensional Fund Advisors LP
TOL Toll Brothers
FMP Stock News
Original source text
Posted by Defense World Staff on Jul 22nd, 2026

Dimensional Fund Advisors LP lifted its stake in Toll Brothers Inc. (NYSE:TOL – Free Report) by 3.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,990,447 shares of the construction company’s stock after buying an additional 100,718 shares during the quarter. Dimensional Fund Advisors LP owned approximately 3.16% of Toll Brothers worth $408,062,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Western Wealth Management LLC boosted its position in Toll Brothers by 2.6% during the fourth quarter. Western Wealth Management LLC now owns 2,658 shares of the construction company’s stock worth $359,000 after purchasing an additional 68 shares in the last quarter. Root Financial Partners LLC boosted its stake in Toll Brothers by 21.9% during the 4th quarter. Root Financial Partners LLC now owns 389 shares of the construction company’s stock worth $53,000 after purchasing an additional 70 shares during the last quarter. Merit Financial Group LLC grew its stake in Toll Brothers by 0.4% during the 4th quarter. Merit Financial Group LLC now owns 20,568 shares of the construction company’s stock valued at $2,781,000 after acquiring an additional 72 shares in the last quarter. IFP Advisors Inc grew its position in shares of Toll Brothers by 2.4% in the fourth quarter. IFP Advisors Inc now owns 3,200 shares of the construction company’s stock valued at $433,000 after purchasing an additional 74 shares in the last quarter. Finally, Hilton Head Capital Partners LLC grew its holdings in Toll Brothers by 65.5% in the 1st quarter. Hilton Head Capital Partners LLC now owns 187 shares of the construction company’s stock valued at $26,000 after buying an additional 74 shares in the last quarter. 91.76% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets In other news, Chairman Douglas C. Jr. Yearley sold 77,957 shares of Toll Brothers stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $156.58, for a total transaction of $12,206,507.06. Following the completion of the sale, the chairman directly owned 321,256 shares in the company, valued at approximately $50,302,264.48. This trade represents a 19.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Robert Parahus sold 7,500 shares of the business’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $149.66, for a total value of $1,122,450.00. Following the sale, the chief operating officer owned 23,457 shares in the company, valued at approximately $3,510,574.62. The trade was a 24.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.37% of the stock is currently owned by company insiders.

Toll Brothers Stock Up 0.1% TOL opened at $147.15 on Wednesday. Toll Brothers Inc. has a 52 week low of $117.50 and a 52 week high of $168.36. The company has a quick ratio of 0.59, a current ratio of 4.67 and a debt-to-equity ratio of 0.33. The business has a 50 day moving average price of $146.06 and a two-hundred day moving average price of $145.43. The company has a market cap of $13.75 billion, a PE ratio of 11.13, a P/E/G ratio of 1.21 and a beta of 1.34.

Toll Brothers (NYSE:TOL – Get Free Report) last issued its quarterly earnings results on Tuesday, May 19th. The construction company reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.58 by $0.14. Toll Brothers had a return on equity of 15.47% and a net margin of 11.66%.The firm had revenue of $2.53 billion during the quarter, compared to the consensus estimate of $2.42 billion. During the same period last year, the company earned $3.50 earnings per share. The company’s revenue for the quarter was down 7.6% on a year-over-year basis. As a group, research analysts anticipate that Toll Brothers Inc. will post 12.69 EPS for the current year.

Toll Brothers Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be issued a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, July 10th. Toll Brothers’s dividend payout ratio (DPR) is currently 7.87%.

Wall Street Analysts Forecast Growth Several analysts have recently weighed in on TOL shares. Keefe, Bruyette & Woods raised shares of Toll Brothers from a “market perform” rating to an “outperform” rating and increased their price target for the company from $158.00 to $161.00 in a research note on Tuesday, June 9th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $158.00 target price on shares of Toll Brothers in a research report on Thursday, June 11th. Citigroup raised Toll Brothers from a “neutral” rating to a “buy” rating and upped their price objective for the stock from $146.00 to $176.00 in a research report on Friday, July 10th. Seaport Research Partners restated a “neutral” rating on shares of Toll Brothers in a research note on Tuesday, April 7th. Finally, Piper Sandler lowered Toll Brothers from an “overweight” rating to a “neutral” rating in a report on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $164.88.

Read Our Latest Report on Toll Brothers

Toll Brothers Profile (Free Report)

Toll Brothers, Inc is a publicly traded homebuilding company that focuses on designing and constructing luxury residential properties. The company’s core business encompasses a broad range of housing products, including custom single-family homes, upscale condominium communities and rental apartment ventures. Toll Brothers emphasizes high-end finishes and architectural craftsmanship, positioning itself in the premium segment of the U.S. housing market.

In addition to traditional homebuilding, Toll Brothers operates specialized divisions to address evolving consumer preferences.

Further Reading Five stocks we like better than Toll Brothers Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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2026-07-22 14:12 17d ago
2026-07-22 04:03 18d ago
Cvfg LLC Buys 49,606 Shares of Apple Inc. $AAPL
AAPL Apple
FMP Stock News
Original source text
Posted by Defense World Staff on Jul 22nd, 2026

Cvfg LLC lifted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 154.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 81,665 shares of the iPhone maker’s stock after purchasing an additional 49,606 shares during the quarter. Apple comprises 2.6% of Cvfg LLC’s investment portfolio, making the stock its 6th biggest holding. Cvfg LLC’s holdings in Apple were worth $20,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently made changes to their positions in the company. Lifetime Wealth Management P.C. bought a new position in shares of Apple in the 4th quarter worth $41,000. ROSS JOHNSON & Associates LLC lifted its stake in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after buying an additional 180 shares in the last quarter. Timmons Wealth Management LLC acquired a new position in shares of Apple during the fourth quarter valued at about $69,000. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter valued at about $65,000. Finally, Inspire Investing LLC bought a new stake in shares of Apple during the fourth quarter worth about $76,000. 67.73% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity In related news, insider Ben Borders sold 1,274 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $290.00, for a total transaction of $369,460.00. Following the completion of the transaction, the insider owned 38,713 shares in the company, valued at approximately $11,226,770. This represents a 3.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Kevan Parekh sold 1,534 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $275.00, for a total transaction of $421,850.00. Following the sale, the chief financial officer owned 13,366 shares of the company’s stock, valued at $3,675,650. This trade represents a 10.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 2,924 shares of company stock valued at $825,546. 0.06% of the stock is owned by company insiders.

Apple Price Performance Apple stock opened at $327.74 on Wednesday. Apple Inc. has a 52 week low of $201.50 and a 52 week high of $334.99. The company’s 50 day moving average price is $304.95 and its two-hundred day moving average price is $277.89. The stock has a market cap of $4.81 trillion, a P/E ratio of 39.63, a P/E/G ratio of 2.84 and a beta of 1.10. The company has a quick ratio of 1.02, a current ratio of 1.07 and a debt-to-equity ratio of 0.70.

Apple (NASDAQ:AAPL – Get Free Report) last released its earnings results on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.06. The company had revenue of $111.18 billion during the quarter, compared to analyst estimates of $109.46 billion. Apple had a return on equity of 146.69% and a net margin of 27.15%.Apple’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.65 earnings per share. On average, equities analysts predict that Apple Inc. will post 8.76 earnings per share for the current year.

Apple Increases Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Monday, May 11th were issued a $0.27 dividend. This is an increase from Apple’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Monday, May 11th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 0.3%. Apple’s payout ratio is presently 13.06%.

Trending Headlines about Apple Here are the key news stories impacting Apple this week:

Positive Sentiment: Apple is reportedly launching a new device leasing program with Klarna, a major change to how it sells hardware that could support upgrade demand and recurring device sales. Reuters: Apple to launch ‘Upgrade’ device leasing program to spur sales, Bloomberg News reports Positive Sentiment: HSBC upgraded Apple, saying it is entering a powerful new upgrade cycle supported by AI and a strong hardware roadmap. Barchart: HSBC Says Apple Is Entering a Powerful New Upgrade Cycle Positive Sentiment: Several commentators highlighted Apple’s pricing power, strong installed base, and relative insulation from the AI capex arms race as reasons investors are favoring AAPL over some other mega-cap tech names. MarketBeat: Apple Stock Sends Major Warning Signal as Momentum Hits Peak Wall Street Analyst Weigh In A number of equities research analysts recently weighed in on the stock. Robert W. Baird set a $310.00 target price on shares of Apple in a report on Friday, May 1st. HSBC raised Apple from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $260.00 to $366.00 in a report on Thursday, July 16th. Raymond James Financial set a $380.00 target price on Apple in a report on Monday. Royal Bank Of Canada set a $365.00 target price on Apple in a research report on Wednesday, July 15th. Finally, Evercore reissued an “outperform” rating on shares of Apple in a research report on Wednesday, July 8th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $325.71.

Check Out Our Latest Stock Analysis on AAPL

About Apple (Free Report)

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.

Further Reading Five stocks we like better than Apple Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding AAPL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Apple Inc. (NASDAQ:AAPL – Free Report).

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2026-07-22 14:12 17d ago
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Samsung ups prices as it launches new foldable smartphones ahead of expected Apple debut
AAPL Apple
FMP Stock News
Original source text
Samsung on Wednesday launched its latest foldable smartphones as it looks to maintain its leadership in a product category that it pioneered, ahead of Apple potentially entering the market.

The South Korean tech giant unveiled its Galaxy Z8 Series at an event in London. The three devices and their prices are:

Galaxy Z Fold8 Ultra ($2,099)Galaxy Z Fold8 ($1,899)Galaxy Z Flip8 ($1,199)Samsung's foldable products have usually consisted of two devices — the Fold brand which opens like a book and the Flip device which opens like a traditional flip phone.

However, Samsung now has three products with the "Ultra" being its highest-spec smartphone of the series and one that resembles its predecessor, the Galaxy Z Fold7.

"2026 is a huge year for foldables with the near certainty that Apple will be unleashing a foldable iPhone iPhone later in the year," Ben Wood, chief analyst and chief marketing officer at CCS Insight, told CNBC.

"Therefore, this is a critical launch for Samsung who were the market makers in this category, because Apple joining any category immediately gives it another level of legitimacy."

Various reports have indicated that Apple is expected to launch its first foldable iPhone this year, adding more competition to the market that Samsung has dominated since it launched its first foldable in 2019.

Price jumpSamsung's latest products are also more expensive than their predecessors, which was largely expected. This is due to rising component costs, in particular memory chips, which have seen prices skyrocket due to high demand from the AI industry and a shortage of supply.

Those same memory chips go into smartphones. The Z Fold8 Ultra is $100 more than its equivalent predecessor, the Z Fold7. The Galaxy Z Flip8 is also $100 more than the Z Flip7.

CCS Insight's Wood said he was surprised there wasn't a bigger increase in price, which implies that Samsung may not be passing all of the cost rises to consumers.

"That underlines the fact that Samsung is keen to maintain a competitive price point," Wood said.

The more than $2,000 price tag on the Ultra will be a "talking point," Wood added.

New product in the Fold seriesThe Galaxy Z Fold8 is a new style of device. While it opens like a book and is smaller than the "Ultra," Samsung said that the smartphone is designed to ensure a better viewing experience for content due to its 4:3 screen ratio.

"It is little surprise that we have seen Samsung deliver a different form factor for its Fold portfolio, because it has been widely rumoured that Apple is looking to have a wide screen foldable for the forthcoming iPhone and it is something that Samsung and others are keen to get ahead of," Wood said.

The Galaxy Z Fold8 Ultra and the Fold8 both run on Qualcomm's Snapdragon 8 Elite Gen 5.

There are some differences between the two devices. The Ultra has a more advanced camera with three different lenses as well as a bigger battery.

There is a $200 difference between the Fold8 and Fold8 Ultra which, which may not be that large at the high-end of the market where buyers are willing to pay more. It does mean that Samsung will have to provide its customers with a clear reason to buy the Fold8 over the Ultra model.

"The lower specification on the Z Fold8 means Samsung will have to have a very strong sales proposition for this device so consumers can understand why they would choose this device over the Z Fold8 Ultra, which is only $200 more," Wood said.
2026-07-22 14:12 17d ago
2026-07-22 04:23 18d ago
Angeles Wealth Management LLC Boosts Stock Holdings in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Posted by Defense World Staff on Jul 22nd, 2026

Angeles Wealth Management LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 11.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,468 shares of the social networking company’s stock after buying an additional 1,470 shares during the quarter. Angeles Wealth Management LLC’s holdings in Meta Platforms were worth $8,277,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in META. RHL Group LLC acquired a new stake in Meta Platforms in the 4th quarter valued at about $28,000. Strategic Wealth Advisors LLC purchased a new stake in shares of Meta Platforms in the fourth quarter valued at approximately $29,000. Niles Investment Management LLC acquired a new stake in shares of Meta Platforms in the fourth quarter valued at approximately $29,000. Bayban increased its holdings in shares of Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after purchasing an additional 35 shares during the last quarter. Finally, Safe Harbor Fiduciary LLC purchased a new position in Meta Platforms during the fourth quarter worth approximately $42,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insiders Place Their Bets In related news, COO Javier Olivan sold 3,348 shares of the stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. This trade represents a 26.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,847 shares of Meta Platforms stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $607.83, for a total value of $4,769,642.01. Following the sale, the chief technology officer owned 414 shares in the company, valued at $251,641.62. This trade represents a 94.99% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 37,948 shares of company stock valued at $23,184,319. 13.53% of the stock is owned by company insiders.

Analysts Set New Price Targets Several equities research analysts recently issued reports on META shares. Rothschild & Co Redburn raised their price objective on shares of Meta Platforms from $900.00 to $1,000.00 and gave the stock a “buy” rating in a research report on Tuesday. BNP Paribas Exane assumed coverage on shares of Meta Platforms in a research note on Tuesday, June 2nd. They issued an “outperform” rating for the company. Citizens Jmp cut their price target on shares of Meta Platforms from $825.00 to $800.00 and set an “outperform” rating for the company in a report on Friday, July 10th. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $725.00 price target (down from $825.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Finally, Wedbush began coverage on Meta Platforms in a report on Thursday, July 16th. They issued a “neutral” rating and a $671.00 price objective on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus target price of $835.64.

View Our Latest Stock Analysis on Meta Platforms

Meta Platforms Price Performance Meta Platforms stock opened at $643.81 on Wednesday. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The firm has a market cap of $1.63 trillion, a PE ratio of 23.40, a price-to-earnings-growth ratio of 1.14 and a beta of 1.25. The company’s 50 day moving average is $604.93 and its two-hundred day moving average is $626.52.

Meta Platforms (NASDAQ:META – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. During the same period last year, the firm earned $6.43 earnings per share. The company’s revenue for the quarter was up 33.1% compared to the same quarter last year. On average, research analysts expect that Meta Platforms, Inc. will post 29.47 EPS for the current fiscal year.

Meta Platforms Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is presently 7.63%.

Trending Headlines about Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Wells Fargo raised its price target on Meta and kept an overweight rating, signaling expectations for meaningful upside from current levels. Benzinga report on Wells Fargo target hike Positive Sentiment: Rothschild & Co Redburn also boosted its target and reiterated a buy rating, reflecting growing optimism that Meta can monetize AI more effectively. Benzinga report on Rothschild & Co Redburn target hike Positive Sentiment: Multiple reports highlighted Meta’s expanding AI strategy, including possible cloud/compute sales and large enterprise deals, which could create a new revenue stream and support margins over time. Positive Sentiment: Bank of America said Meta is positioned to beat second-quarter expectations, citing healthy ad demand and AI-driven improvements ahead of earnings later this month. Positive Sentiment: Wall Street commentary continues to frame Meta as a key beneficiary of the AI spending boom, with investors watching whether infrastructure investment can be monetized faster than expected. Neutral Sentiment: A comparison piece versus Pinterest and a broader “Mag 7” article mainly added background, but did not change the core investment thesis for META. Negative Sentiment: Meta is facing a Tennessee trial over claims that Instagram was designed to be addictive and contributed to youth mental-health issues, adding legal and regulatory risk. Negative Sentiment: A New York Times report said Meta’s AI moderation mistakenly banned user accounts, raising questions about product reliability and trust in its automated systems. Negative Sentiment: Ongoing investor concerns remain around heavy AI spending, data-center financing, and whether returns on that capital will justify the expense. About Meta Platforms (Free Report)

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

Featured Articles Five stocks we like better than Meta Platforms Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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2026-07-22 14:12 17d ago
2026-07-22 06:11 17d ago
Aware Super Pty Ltd as trustee of Aware Super Makes New $160.61 Million Investment in Meta Platforms, Inc. $META
FB Meta Platforms
FMP Stock News
Original source text
Posted by Defense World Staff on Jul 22nd, 2026

Aware Super Pty Ltd as trustee of Aware Super purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 280,727 shares of the social networking company’s stock, valued at approximately $160,612,000. Meta Platforms comprises about 2.4% of Aware Super Pty Ltd as trustee of Aware Super’s holdings, making the stock its 7th largest holding.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. RHL Group LLC purchased a new stake in shares of Meta Platforms in the 4th quarter valued at $28,000. Strategic Wealth Advisors LLC purchased a new position in Meta Platforms in the 4th quarter worth $29,000. Niles Investment Management LLC purchased a new position in Meta Platforms in the 4th quarter worth $29,000. Bayban lifted its stake in Meta Platforms by 100.0% in the first quarter. Bayban now owns 70 shares of the social networking company’s stock worth $40,000 after purchasing an additional 35 shares during the last quarter. Finally, Safe Harbor Fiduciary LLC purchased a new stake in Meta Platforms during the fourth quarter valued at about $42,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Trading Down 0.3% NASDAQ META opened at $643.81 on Wednesday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $796.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. The stock has a 50 day simple moving average of $604.93 and a two-hundred day simple moving average of $626.52. The stock has a market cap of $1.63 trillion, a P/E ratio of 23.40, a price-to-earnings-growth ratio of 1.14 and a beta of 1.25.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. The firm had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business’s revenue was up 33.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.43 earnings per share. On average, analysts forecast that Meta Platforms, Inc. will post 29.47 earnings per share for the current year.

Meta Platforms Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were given a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s payout ratio is presently 7.63%.

Insider Activity at Meta Platforms In other Meta Platforms news, CFO Susan J. Li sold 9,195 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.84, for a total value of $5,589,088.80. Following the completion of the sale, the chief financial officer directly owned 13,186 shares in the company, valued at $8,014,978.24. This trade represents a 41.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CTO Andrew Bosworth sold 7,847 shares of Meta Platforms stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $607.83, for a total value of $4,769,642.01. Following the sale, the chief technology officer directly owned 414 shares in the company, valued at approximately $251,641.62. The trade was a 94.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 37,948 shares of company stock valued at $23,184,319 over the last quarter. Company insiders own 13.53% of the company’s stock.

Analysts Set New Price Targets A number of brokerages have recently issued reports on META. Guggenheim reduced their price objective on Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Benchmark began coverage on Meta Platforms in a report on Tuesday, June 2nd. They set a “buy” rating for the company. Citizens Jmp decreased their price target on Meta Platforms from $825.00 to $800.00 and set an “outperform” rating on the stock in a research note on Friday, July 10th. Wall Street Zen downgraded Meta Platforms from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Finally, Bank of America dropped their price objective on Meta Platforms from $885.00 to $820.00 and set a “buy” rating for the company in a research note on Monday, April 20th. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus target price of $835.64.

View Our Latest Report on Meta Platforms

Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Wells Fargo raised its price target on Meta and kept an overweight rating, signaling expectations for meaningful upside from current levels. Benzinga report on Wells Fargo target hike Positive Sentiment: Rothschild & Co Redburn also boosted its target and reiterated a buy rating, reflecting growing optimism that Meta can monetize AI more effectively. Benzinga report on Rothschild & Co Redburn target hike Positive Sentiment: Multiple reports highlighted Meta’s expanding AI strategy, including possible cloud/compute sales and large enterprise deals, which could create a new revenue stream and support margins over time. Positive Sentiment: Bank of America said Meta is positioned to beat second-quarter expectations, citing healthy ad demand and AI-driven improvements ahead of earnings later this month. Positive Sentiment: Wall Street commentary continues to frame Meta as a key beneficiary of the AI spending boom, with investors watching whether infrastructure investment can be monetized faster than expected. Neutral Sentiment: A comparison piece versus Pinterest and a broader “Mag 7” article mainly added background, but did not change the core investment thesis for META. Negative Sentiment: Meta is facing a Tennessee trial over claims that Instagram was designed to be addictive and contributed to youth mental-health issues, adding legal and regulatory risk. Negative Sentiment: A New York Times report said Meta’s AI moderation mistakenly banned user accounts, raising questions about product reliability and trust in its automated systems. Negative Sentiment: Ongoing investor concerns remain around heavy AI spending, data-center financing, and whether returns on that capital will justify the expense. Meta Platforms Profile (Free Report)

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

Further Reading Five stocks we like better than Meta Platforms Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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AXS Investments LLC Sells 1,745 Shares of Meta Platforms, Inc. $META
FB Meta Platforms
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Posted by Defense World Staff on Jul 22nd, 2026

AXS Investments LLC reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 17.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,066 shares of the social networking company’s stock after selling 1,745 shares during the period. Meta Platforms accounts for about 1.9% of AXS Investments LLC’s portfolio, making the stock its 4th largest holding. AXS Investments LLC’s holdings in Meta Platforms were worth $4,615,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after buying an additional 570 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd lifted its stake in shares of Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. acquired a new position in Meta Platforms during the second quarter worth about $213,000. Finally, Capital & Planning LLC acquired a new position in Meta Platforms during the second quarter worth about $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Price Performance NASDAQ:META opened at $643.81 on Wednesday. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25. The stock’s fifty day moving average is $604.93 and its two-hundred day moving average is $626.52. The company has a market capitalization of $1.63 trillion, a P/E ratio of 23.40, a P/E/G ratio of 1.14 and a beta of 1.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24.

Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. The business had revenue of $56.31 billion during the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company’s revenue was up 33.1% compared to the same quarter last year. During the same period in the prior year, the business posted $6.43 EPS. Equities analysts expect that Meta Platforms, Inc. will post 29.47 EPS for the current year.

Meta Platforms Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s dividend payout ratio (DPR) is 7.63%.

Key Meta Platforms News Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Wells Fargo raised its price target on Meta and kept an overweight rating, signaling expectations for meaningful upside from current levels. Benzinga report on Wells Fargo target hike Positive Sentiment: Rothschild & Co Redburn also boosted its target and reiterated a buy rating, reflecting growing optimism that Meta can monetize AI more effectively. Benzinga report on Rothschild & Co Redburn target hike Positive Sentiment: Multiple reports highlighted Meta’s expanding AI strategy, including possible cloud/compute sales and large enterprise deals, which could create a new revenue stream and support margins over time. Positive Sentiment: Bank of America said Meta is positioned to beat second-quarter expectations, citing healthy ad demand and AI-driven improvements ahead of earnings later this month. Positive Sentiment: Wall Street commentary continues to frame Meta as a key beneficiary of the AI spending boom, with investors watching whether infrastructure investment can be monetized faster than expected. Neutral Sentiment: A comparison piece versus Pinterest and a broader “Mag 7” article mainly added background, but did not change the core investment thesis for META. Negative Sentiment: Meta is facing a Tennessee trial over claims that Instagram was designed to be addictive and contributed to youth mental-health issues, adding legal and regulatory risk. Negative Sentiment: A New York Times report said Meta’s AI moderation mistakenly banned user accounts, raising questions about product reliability and trust in its automated systems. Negative Sentiment: Ongoing investor concerns remain around heavy AI spending, data-center financing, and whether returns on that capital will justify the expense. Insider Activity at Meta Platforms In other Meta Platforms news, CTO Andrew Bosworth sold 7,847 shares of Meta Platforms stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.83, for a total transaction of $4,769,642.01. Following the completion of the sale, the chief technology officer directly owned 414 shares in the company, valued at $251,641.62. This trade represents a 94.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Curtis J. Mahoney sold 2,079 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the completion of the sale, the insider directly owned 1,118 shares in the company, valued at $681,890.56. This trade represents a 65.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 37,948 shares of company stock worth $23,184,319. 13.53% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth A number of research firms have commented on META. Wells Fargo & Company increased their price objective on shares of Meta Platforms from $767.00 to $835.00 and gave the company an “overweight” rating in a report on Tuesday. Barclays boosted their target price on Meta Platforms from $800.00 to $830.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Benchmark initiated coverage on Meta Platforms in a research report on Tuesday, June 2nd. They issued a “buy” rating for the company. Arete Research set a $735.00 price target on Meta Platforms and gave the company a “buy” rating in a report on Tuesday, June 2nd. Finally, JPMorgan Chase & Co. reiterated a “neutral” rating and set a $725.00 price objective (down from $825.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Five research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $835.64.

View Our Latest Report on Meta Platforms

About Meta Platforms (Free Report)

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

Further Reading Five stocks we like better than Meta Platforms Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

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