The share price of Oracle (ORCL +2.79%) has plunged more than 60% from its 52-week high, and the stock currently trades at $136. This reflects investor concerns around the heavy capital spending to support the company's data center build-out, but it's difficult to overlook the level of demand in Oracle's cloud business.
Cloud revenue growth has accelerated from 28% year over year in the August-ending fiscal first quarter to 47% growth in the fiscal fourth quarter. Demand for artificial intelligence (AI) services drove a 93% increase in the cloud infrastructure business last quarter. While there are risks, the disconnect between cloud growth and its stock price presents a compelling opportunity for investors.
Image source: The Motley Fool.
Oracle's cloud advantage Oracle's momentum reflects a key competitive advantage in the cloud market: data security. Enterprises want to use AI to boost productivity, but it's also essential that they keep their data private and secure when using AI models from OpenAI, Anthropic, and others.
Its cloud infrastructure is differentiated from other hyperscalers through its secure data-isolation architecture. This separates the cloud control computers from the customer's compute nodes. This allows an enterprise to control its data behind its own firewall, which seems to be a key selling point driving greater demand for Oracle's cloud business.
Oracle provides the data center infrastructure for AI training and inference, along with industry expertise for running enterprise software. It essentially serves as the customer's digital hub.
CEO Mike Sicilia hinted at a huge opportunity for Oracle: "We're on the front end of one of the most interesting times in the technology business." Oracle's cloud revenue trajectory in recent quarters suggests that customers are moving past the testing stage of AI and actively implementing it to run their businesses.
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Growth and value outweigh the risks Building data centers is capital-intensive. Oracle's capital expenditures are growing faster than the cash it is generating from operations. It has also issued more debt to fund its data center build-out. Its total debt has increased by $57 billion over the last year, while its free cash flow has tanked to negative $23.7 billion on a trailing 12-month basis.
The lower free cash flow and higher debt load have raised concerns around Oracle's financial health. However, the company's debt-to-equity ratio has declined from 5.3 to 3.9. This shows Oracle shifting from a debt-heavy business to an asset-heavy one focused on owning data center infrastructure for an AI-driven economy.
Importantly, Oracle is not spending without contracts in place. Remaining performance obligations, which are contracted revenue, ended the quarter at $638 billion. Once the data center infrastructure is in place and Oracle fulfills this demand, earnings and free cash flow should grow significantly.
The stock's forward price-to-earnings multiple has dropped to 17, while analysts have raised their earnings growth estimates to 28% annually over the next few years. The stock looks undervalued, but, of course, the shares could hit new lows before rebounding.
A slowdown in data center spending is a risk that would likely pressure the stock. But from a long-term perspective, the company's advantages in the cloud market and lower valuation could deliver outstanding compounding returns for investors.
Akcie Oracle letos klesly o 6,5 % 13. července a o dalších 2,7 % 14. července. V minulých krizích padly až o 40 % a návrat na předkrizové maximum trval mediánně asi 4 měsíce.
Oracle logo is screened on a mobile phone for illustration photo. Krakow, Poland on July 13th, 2026. (Photo by Beata Zawrzel/NurPhoto via Getty Images)
NurPhoto via Getty Images
This article was written by Doug Nathman, with research by his team at Trefis.
Its historical performance during market downturns illustrates a consistent trend of significant declines followed by prolonged recoveries, which every investor ought to recognize.
Oracle (ORCL) shares experienced a pronounced decline of 6.5% on July 13 and another 2.7% on July 14, prompting an essential question for every investor. This is the software titan responsible for crucial databases and cloud frameworks that support AI operations for businesses worldwide. Currently, the market is contemplating a narrative of remarkable expansion, with the corporation securing $67 billion in new AI infrastructure agreements within a single quarter, juxtaposed with an equally significant capital strategy projecting a net cash expenditure of approximately $70 billion for fiscal 2027. This environment renders the question of downside potential particularly pressing.
The drop on that singular day serves merely as an indication. The true challenge for an investor lies in assessing how the stock performs amidst a genuine, widespread market crisis. The historical data is unequivocal and constant. The inquiry is not whether it will decline, but rather to what extent, for how long, and whether you possess the capacity to endure that period.
40% Decline During The 2008 CrisisThroughout the 15 market disruptions it has navigated, Oracle has seen an average decrease of 18%, which is slightly more than the S&P 500's 16% drop during similar intervals. However, averages might obfuscate the genuine distress caused by extreme cases. Its most severe decline was a 40% drop in the wake of the 2008-2009 Global Financial Crisis. The stock also suffered significantly during a market disruption in 2025, experiencing a 32% decline, as well as a 30% drop during a market downturn in 2022. When the market truly collapses, this stock has a pattern of falling alongside it, and the drops tend to be substantial.
A Median Recovery Duration Of 4 MonthsEnduring the decline is one aspect; waiting for recovery is quite another. The duration spent in the red can challenge an investor’s resolve. Historically, Oracle has required a median of about 4 months to return to its pre-crisis peak. Nonetheless, patience has occasionally been necessary for much longer. The slowest recovery documented happened following the 2014-2016 Oil Price Collapse, requiring nearly 27 months to complete the rebound. A swift recovery is never assured, and shareholders ought to brace for a potentially prolonged wait.
A Review Of Major Shocks Oracle Has EnduredPeak-to-trough declines for each market disruption, and the time it took for the stock to regain its pre-disruption level. Stock performance compared to the S&P 500, long-term bonds, and its sector.
ORCL Stock Drawdowns
Trefis
A $638 Billion Backlog Faces New ChallengesUndoubtedly, the Oracle of yesteryears differs from today’s Oracle. The optimistic outlook is that the company is fortified, supported by an impressive $638 billion in remaining performance obligations (RPO) that offer remarkable clarity. This demand is driven by its distinct role in AI, providing everything from Oracle Cloud Infrastructure to various applications. However, this growth necessitates tremendous investment, with plans to gather around $40 billion in capital and predictions of short-term pressure on gross margins. While we have examined the business fundamentals in greater depth, the inherent risk framework for a substantial, established tech firm confronting new competitive forces in the AI data center sector remains likely unchanged.
A 10% Position Might Lead To A 4% Portfolio DeclineTo illustrate this, contemplate the impact on your portfolio. That maximum 40% drop on a position accounting for 10% of your portfolio would have deducted roughly 4% from your overall assets. If the position weight were increased to 20%, that decline would escalate to approximately 8%. The past does not serve as a forecast, but it does indicate the level of risk associated with your investments. The true lever at your disposal is not the market, but rather your exposure levels. Careful position sizing and diversification are your primary strategies for managing that risk.
What Other Risks Are Lurking In Your Portfolio?You have just witnessed, through exact figures, the extent of Oracle’s declines during market failures and the duration it took to recover. The logical subsequent question is how much your other holdings could potentially decrease, and the options market assigns a future figure to quantify that: the anticipated movement it estimates for each stock over the next year. Our Expected Move screen provides a ranking of which S&P 500 entities carry the widest projected fluctuations, allowing you to ascertain if other investments bear more downside risk than accounted for.
You Have Ascertained the Downside. Now Quantify It.
The information above quantifies the potential decrease for this stock. This calculation is disquieting for any investment – but particularly for one that has subtly grown into a sizable part of your wealth, this drawdown is not merely a theoretical concern, it pertains to your financial position. Furthermore, the typical solution, selling to diversify, results in entrusting a portion of the gains to the IRS. There exists a strategy to limit that downside and diversify without incurring tax penalties.
MetLife zavádí AI napříč klíčovými operacemi a za posledních pět let investovala do technologií více než 3,2 miliardy USD. V 1. čtvrtletí 2026 jí upravený zisk na akcii (EPS) meziročně vzrostl o 23,5 % na 2,42 USD.
Key Takeaways MetLife is embedding AI across core operations to improve efficiency and customer experiences.MET invested $3.2 billion in technology over five years to support enterprise-wide AI adoption.MET's Q1 2026 adjusted EPS rose 23.5% YoY, while its direct expense ratio improved to 11.9%. MetLife, Inc. (MET - Free Report) is increasingly embedding artificial intelligence (AI) across its business as part of its New Frontier strategy, with the goal of improving efficiency, enhancing customer experiences and supporting long-term growth. Rather than treating AI as a standalone initiative, the insurer is integrating the technology into core operations, from underwriting and claims to customer service and decision-making. This approach is helping the company simplify workflows while positioning it to compete more effectively in an evolving insurance market.
MetLife has invested more than $3.2 billion over the past five years to modernize its technology infrastructure. These investments are enabling broader AI adoption across the enterprise. AI tools are helping employees make faster decisions, reduce operational friction and deliver more personalized customer interactions. MetLife continues to emphasize responsible AI deployment through robust governance and risk management practices.
The company's AI investments are already supporting stronger operating performance. In the first quarter of 2026, adjusted earnings per share (EPS) increased 23.5% year over year to $2.42. At the same time, MetLife's direct expense ratio, excluding total notable items related to direct expenses and PRT, improved to 11.9% from 12% a year ago, reflecting continued productivity gains and disciplined cost management.
AI is becoming more than an operational tool for MetLife — it is evolving into a strategic differentiator. By combining technology-driven efficiency with disciplined execution and a diversified business model, the company is positioning itself to improve productivity, strengthen customer relationships and build a sustainable competitive advantage over the long run.
How Are Competitors Faring?Some of MET’s competitors adopting AI to improve operations include American International Group, Inc. (AIG - Free Report) and CNO Financial Group, Inc. (CNO - Free Report) .
AIG is expanding its use of AI to improve underwriting accuracy, automate claims handling and strengthen risk assessment. American International Group is also using generative AI to support employees and streamline workflows, helping improve operational efficiency while delivering faster and more personalized customer service.
CNO Financial is adopting AI and advanced analytics to modernize customer engagement, automate routine processes and improve agent productivity. CNO is also investing in digital capabilities that simplify policy servicing and support more personalized insurance solutions, strengthening its long-term operating efficiency.
MET’s Price Performance, Valuation & EstimatesIn the year-to-date period, MET’s shares have risen 17.3% compared with the industry’s growth of 4.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, MET trades at a forward price-to-earnings ratio of 8.80, above the industry average of 8.27. MetLife carries a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MET’s 2026 earnings implies 13% growth from the year-ago period.
Image Source: Zacks Investment Research
MetLife currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Kimberly-Clark uvedla, že inovace místo promoakcí táhly růst objemu i mixu a pomohly k růstu organických tržeb. V 1. čtvrtletí fiskálního 2026 se objem plus mix zlepšil na 3 %.
Key Takeaways Kimberly-Clark is expanding its portfolio with innovation across multiple price points and categories.KMB said that innovation, not promotions, drove volume and mix growth while supporting market share gains.KMB's enhanced Snug & Dry launch improved household penetration and product velocities. Kimberly-Clark Corporation (KMB - Free Report) continues to strengthen its portfolio through differentiated, science-backed innovation across its good, better, best product ladder, enabling it to address a broad range of consumer needs and price points. In the first quarter of fiscal 2026, these innovation efforts supported solid organic sales growth, with volume plus mix growth improving to 3%, extending two consecutive years of broad-based gains in this metric
The company highlighted that it is building market share across its key focus areas of Baby Care, Women’s Health and Active Aging as it continues to execute its innovation-led strategy. By consistently introducing differentiated products that address evolving consumer needs, Kimberly-Clark is expanding its product portfolio and strengthening its position across these key categories.
Kimberly-Clark emphasized that recent volume and mix improvements have been driven primarily by product innovation rather than promotional activity, highlighting the strength of the company’s innovation-focused growth model. Promotional programs are designed to support product launches by encouraging consumer trial and accelerating adoption, rather than serving as the primary driver of sales. This disciplined approach supports sustainable volume and mix growth while reinforcing the company’s innovation-led strategy.
In the first quarter, promotional efforts were centered on the enhanced Snug & Dry offering, which feature a softer feel enabled by a redesigned absorbent core. According to the company, this innovation has delivered encouraging results, contributing to higher household penetration and improved product velocities.
Overall, Kimberly-Clark’s continued investment in consumer-centric innovation is reinforcing its competitive position across key categories. As the company expands its pipeline of differentiated products, it is well-positioned to build on its market share momentum and support sustainable, profitable organic growth over the long term.
The Zacks Rundown for KMBShares of this Zacks Rank #3 (Hold) company have gained 7.6% in the past six months compared with the industry’s growth of 1.8%.
Image Source: Zacks Investment Research
From a valuation standpoint, KMB trades at a forward price-to-earnings ratio of 14.24, lower than the industry’s average of 18.43.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for KMB’s current fiscal-year earnings implies a year-over-year decline of 0.8% and the same for next fiscal year earnings implies growth of 0.9%.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Church & Dwight Co., Inc. (CHD - Free Report) develops, manufactures and markets household, personal care and specialty products. At present, CHD carries a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for CHD’s current fiscal-year sales implies a decline of 1% and the same for current fiscal-year earnings suggests growth of 6.2% from the year-ago reported figures. CHD reported a trailing four-quarter average earnings surprise of 6.5%.
Krispy Kreme, Inc. (DNUT - Free Report) produces doughnuts in the United States, the U.K., Ireland, Australia, New Zealand, Mexico, Canada, Japan and internationally. At present, DNUT carries a Zacks Rank of 2.
The Zacks Consensus Estimate for DNUT’s current fiscal-year sales indicates a decline of 14%, and the same for earnings implies growth of 30% from the year-ago reported figures. DNUT delivered a trailing four-quarter negative earnings surprise of 6.3%, on average.
Ryohin Keikaku Co., Ltd. (RYKKY - Free Report) engages in the retail of household goods and food items in Japan and internationally. RYKKY currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for RYKKY's current fiscal-year sales and earnings implies growth of 6.9% and 8.3%, respectively, from the year-ago actuals.
SummaryPalantir generated 85% revenue growth while operating expenses rose only 32%, driving 60% adjusted operating margins and 57% free cash flow margins.Stable stock-based compensation alongside rapidly growing revenue is allowing earnings and free cash flow to compound much faster than sales.Remaining performance obligations surged 134% to $4.5 billion, while 150% net dollar retention highlights expanding customer spending after deployment.Although Palantir trades near 38x forward sales, its long-term economics increasingly resemble software infrastructure rather than traditional enterprise software. South_agency/iStock via Getty Images
My earlier Palantir Technologies (PLTR) thesis was that the market mistakenly viewed AI as a threat to Palantir, whereas I believed it would become one of the key platforms enabling enterprise AI deployment. While I
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Intuitive Surgical zveřejní výsledky po uzavření trhu 16. července; akcie letos klesly o něco více než 30 %. Firma má za sebou čtyři po sobě jdoucí překonání odhadů.
Intuitive Surgical (ISRG +0.51%) is scheduled to report earnings after the market closes on July 16. The robotic healthcare stock has suffered so far this year, falling a little more than 30%, despite a strong first-quarter earnings report.
Positioning a trade or an investment right before an earnings report always carries a bit of event risk, but the current setup for Intuitive Surgical presents a compelling bull case.
It's worth noting that the stock has a recent history of earnings beats, bettering analysts' predictions in each of the past four quarters. If Intuitive reports better earnings than the current predictions of $2.81 billion in revenue and $2.48 in earnings per share (EPS), the stock will likely go up. However, it's important to take a longer view of the company's potential if you're planning on investing.
Here are three reasons why Intuitive Surgical's stock is a good long-term buy:
Image source: Getty Images.
The price is right, for now While Intuitive historically commands a premium multiple due to its absolute dominance in robotic surgery, the stock's sell-off this year has driven its forward price-to-earnings (P/E) multiple down to around 36x. That's a stark discount to its 5-year historical average of more than 58 times forward P/E. This compression offers a much more attractive entry point into a company where more than 80% of revenue is highly durable and recurring, from instruments, accessories, and services.
In the first quarter, recurring revenue from instruments and services grew 23% year over year to $2.12 billion. The increase in instruments and accessories revenue was primarily driven by approximately 16% growth in da Vinci procedure volume, customer buying patterns, and approximately 39% growth in Ion procedure volume.
Once a hospital installs a machine, it is effectively locked into the Intuitive ecosystem, creating a powerful, reliable revenue stream for investors.
It's worth noting that in the first quarter, revenue and EPS both grew by double-digit percentages, with revenue reported as $2.77 billion, up 23% year over year, and EPS of $2.28, up nearly 19% over the same period a year ago.
One reason for pessimism among investors is that GLP-1 obesity drugs are lowering bariatric surgical volumes. However, Intuitive is making up for that with the growth in other medical procedures performed using its systems. The other concern is that the company is now promoting a longer lifespan for its instruments to lower hospital costs, but while that may cut down on revenue from instruments and accessories, it also builds customer loyalty and improves the company's moat.
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Its da Vinci 5 system is seeing a nice uptake The central near-term driver for Intuitive is the rollout of its next-generation da Vinci 5 system. Early data show that hospital utilization of the da Vinci 5 is roughly 11% higher than the legacy Xi platform. Because customer adoption has moved faster than expected, the accelerating trade-in and upgrade cycle serves as a major fundamental catalyst that could drive an upside surprise in system placements and forward guidance.
The first quarter 2026 da Vinci surgical system placements included 232 da Vinci 5 systems, compared with 147 in the first quarter of 2025.
The launch of the da Vinci 5 platform introduces true hardware-enabled artificial intelligence and Force Feedback technology, which provide surgeons with a physical sense of resistance and tissue pressure for the first time. Beyond just a near-term upgrade cycle, this establishes the technology baseline for the next decade of surgery. It also creates a massive technical barrier that newer competitors will find difficult to replicate.
Expansion into diagnostics and soft tissue treatment For years, the company focused strictly on treating disease through general surgery with the da Vinci platform. With its Ion platform, it is moving upstream to own the diagnosis and early intervention stage as well.
The spearhead of this diagnostic expansion is the Ion endoluminal system, a robotic bronchoscopy platform designed for minimally invasive lung biopsies. Ion uses an ultrathin, highly flexible robotic catheter.
Ion feeds Intuitive's high-margin recurring revenue model. Each procedure requires single-use flexible needles, vision probes, and patient-specific 3D planning software. Furthermore, Intuitive is currently integrating adjunctive diagnostic technologies such as endobronchial ultrasound (EBUS) directly into the Ion workflow to increase revenue per procedure.
Intuitive is also deepening its moat in soft tissue treatment through its da Vinci SP (Single Port) platform. While the da Vinci 5 requires multiple small incisions across the abdomen, the SP platform allows an entire surgical team of camera and instruments to enter through one single 2.5-centimeter incision or a natural orifice. The SP platform is rapidly gaining traction in urology and transoral otolaryngology (head and neck surgeries), driving high-volume procedure growth.
So Intuitive Surgical looks undervalued heading into the Q2 report. For those with a multi-year horizon, the setup looks favorable.
AMC refinancovala dluh ve výši 400 milionů USD s úrokem 12,75 % novým prvním zástavním termínovaným úvěrem ve výši 425 milionů USD s úrokem 10,5 % a splatností v roce 2031. Současně mění asi 155,8 milionu USD seniorních zajištěných směnitelných dluhopisů splatných v roce 2030 na akcie, čímž snižuje dlouhodobý dluh na zhruba 3,9 miliardy USD.
Key Takeaways AMC refinanced $400M of 12.75% debt with a $425M loan at 10.5%, extending maturity to 2031.AMC's $155.8 million note conversion lowers long-term debt to about $3.9 billion and removes covenants.AMC ended the first quarter of 2026 with $339 million in cash, excluding $42 million of restricted cash. AMC Entertainment Holdings, Inc. (AMC - Free Report) is advancing its balance-sheet restructuring through a combination of refinancing, debt conversion and liquidity enhancement. The company refinanced $400 million of debt carrying a 12.75% interest rate and maturing in 2027 with a new $425 million first-lien term loan carrying a 10.5% rate and maturing in 2031. The transaction extends the maturity by four years while lowering annual cash interest expense.
The refinancing materially reduces AMC’s near-term maturity burden. Following the transaction, the company’s only remaining debt maturity before 2029 is $125.5 million of 6.25% unsecured notes due in 2027. This longer maturity runway gives AMC greater flexibility to evaluate future refinancing opportunities based on market conditions rather than near-term funding requirements.
AMC is also converting approximately $155.8 million of senior secured exchangeable notes due in 2030 into equity. The company emphasized that the conversion lowers long-term debt to roughly $3.9 billion, compared with more than $5 billion before the pandemic. The removal of the exchangeable notes also eliminates associated covenants, providing additional flexibility to address the remaining debt structure.
Liquidity remains an important component of the broader balance-sheet strategy. AMC ended the first quarter of 2026 with $339 million in cash, excluding $42 million of restricted cash. The company also raised approximately $101 million through its at-the-market equity program and the sale of Hycroft Mining shares, supporting liquidity while preserving investment capacity for its core theater operations.
Looking ahead, AMC’s refinancing strategy remains closely connected to its operating execution. The interest rate on roughly $2.9 billion of debt declines as leverage improves, creating a direct link between EBITDA growth and lower borrowing costs. With near-term maturities largely contained, continued execution across pricing, premium-format expansion, loyalty programs, food-and-beverage initiatives and theater-portfolio optimization could support EBITDA growth, lower leverage, improve future refinancing terms and strengthen financial flexibility.
AMC’s Price Performance, Valuation & EstimatesShares of AMC have declined 38.4% in the past year compared with the industry’s 8.8% fall. In the same time frame, other industry players like Cinemark Holdings, Inc. (CNK - Free Report) have inched up 0.1%, while The Marcus Corporation (MCS - Free Report) has gained 30.2%.
AMC’s One-Year Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, AMC trades at a forward price-to-sales (P/S) multiple of 0.32, below the industry’s average of 2.65. Cinemark and Marcus have P/S ratios of 0.97 and 0.82, respectively.
AMC’s P/S Ratio (Forward 12-Month) vs. Industry
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The Zacks Consensus Estimate for AMC’s 2026 loss per share has narrowed from 31 cents to 23 cents over the past 60 days.
EPS Trend of AMC Stock
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AMC’s 2026 loss per share suggests a 76% year-over-year improvement. Conversely, industry players like Cinemark and Marcus are likely to witness growth of 108.7% and 188.2%, respectively, year over year in 2026 earnings.
AMC’s Zacks RankAMC stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Thermo Fisher Scientific má 23. července před otevřením trhu oznámit výsledky za 2. čtvrtletí 2026; tržby se čekají na 11,68 mld. USD a EPS na 5,71 USD.
Key Takeaways Thermo Fisher is expected to report Q2 revenues of $11.68B and EPS of $5.71 on July 23.TMO's Life Sciences Solutions growth may be led by bioproduction demand, launches and integration efforts.Thermo Fisher's Analytical Instruments and Biopharma units may benefit from innovations and collaborations. Thermo Fisher Scientific (TMO - Free Report) is set to release second-quarter 2026 results on July 23, before the market opens.
In the last reported quarter, the company posted adjusted earnings per share (EPS) of $5.44, which surpassed the Zacks Consensus Estimate by 4.62%. The company’s earnings topped estimates in each of the trailing four quarters, the average surprise being 3.69%.
Q2 Estimates for TMOThe Zacks Consensus Estimate for revenues is pegged at $11.68 billion, indicating an increase of 7.6% from the year-ago reported figure.
The consensus mark for the company’s EPS implies a 6.5% year-over-year rise to $5.71. The estimate has dropped 1 cent in the past 30 days.
Factors Likely to Influence TMO’s Q2 ResultsLife Sciences SolutionsThe segment’s performance is expected to have benefited from continued strength in the Bioproduction business, driven by healthy demand from the pharma and biotech customers. Thermo Fisher further enhanced its Bioproduction offerings through the acquisition of Solventum’s Filtration and Separation business, adding advanced filtration technologies and industrial filtration and membrane solutions. Integration of this business is likely to have continued during the quarter.
A steady cadence of product launches is also expected to have supported the Life Sciences Solutions segment. Among its newer innovations, Thermo Fisher introduced the Gibco CTS Compleo Fill and Finish System to help address manual fill and finish challenges in cell therapy manufacturing. The company also launched an integrated platform to advance scalable cell therapy manufacturing and introduced the Gibco CHOvantage GS Cell Line Development (“CLD”) Kit to help biologics developers accelerate time to clinic while maintaining regulatory confidence and commercial scalability.
Thermo Fisher’s new Applied Biosystems PowerFlex Thermal Cycler is designed to help deliver enhanced flexibility, precise thermal performance and improved productivity for modern molecular biology laboratories. We expect all these developments to have positively boosted revenues in the second quarter of 2026.
Per the Zacks Consensus Estimate, the Life Sciences Solutions revenues are expected to increase 9.6% year over year.
Analytical InstrumentsThe segment is likely to have continued to witness soft demand for instruments from academic and government customers in the United States and China. Tariffs and lower volumes may have also weighed on profitability. Despite this, Thermo Fisher’s strength in innovations may have remained a bright spot. The company introduced the Glacios 3 Cryo-TEM, a next-generation cryo-transmission electron microscope that features AI-enabled workflows.
At ASMS 2026, Thermo Fisher unveiled the Orbitrap Tribrid Apex and Orbitrap Excedion mass spectrometry platforms, designed to help researchers and drug developers generate high-quality data more efficiently across complex applications, including proteomics, multiomics, biologics and genetic medicines.
Thermo Fisher's collaboration with NVIDIA is expected to have made further progress toward commercializing AI-enabled scientific workflow solutions. We expect these developments to have favorably boosted the company’s top line in the second quarter of 2026.
Per the Zacks Consensus Estimates, revenues in this segment are projected to increase 4.7% year over year.
Specialty DiagnosticsSimilar to the previous quarter, the segment’s growth may have been driven by the transplant diagnostics business. The healthcare market channel is likely to have contributed to the second-quarter revenues.
Recent product innovations are also expected to have supported the segment's performance. These include the Thermo Scientific Brilliance Candida 2 Agar and Spectra Candida Agar, new color-based (chromogenic) culture media to help quickly detect and differentiate clinically important Candida species, and a new laboratory-developed test to help transplant patients receive the right dose of critical anti-rejection medication faster.
Thermo Fisher marked a notable development in April 2026, entering into an agreement to sell its microbiology business to Astorg for approximately $1.075 billion. The closing of the transaction is expected in the second half of this year, subject to customary closing conditions and applicable regulatory approvals.
The Zacks Consensus Estimate anticipates Specialty Diagnostics revenues to grow 2.8% year over year.
Laboratory Products and Biopharma ServicesIn the second quarter of 2026, the segment is likely to have delivered solid performance due to its clinical research business and the research and safety market channel. During the quarter, Thermo Fisher’s PPD clinical research business expanded its global bioanalytical capabilities by opening a new bioanalytical and biomarker laboratory in Gothenburg, Sweden.
Thermo Fisher completed the acquisition of Clario in late March, adding digital endpoint data solutions that are highly complementary to its clinical research capabilities. Integration of this acquired business may have continued to progress in the second quarter.
Thermo Fisher also announced a strategic collaboration with SHL Medical, a leading provider of advanced drug delivery systems, alongside an expansion of sterile fill-finish and autoinjector final assembly capacity at its Ridgefield, NJ site. The facility was acquired from Sanofi in September 2025 as part of the company’s strategy to strengthen its U.S. manufacturing footprint.
Collectively, these developments are expected to have supported the segment's second-quarter revenues.
The Zacks Consensus Estimate expects revenues in this segment to increase 7.7% year over year.
What Our Model Unveils for TMOPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates, which is not the case here, as you can see below.
Earnings ESP: Thermo Fisher has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks Rank #1 stocks here.
MedTech PicksHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time:
Cardinal Health (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank #2. The company is slated to release fourth-quarter fiscal 2026 results on Aug. 11.
CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. The Zacks Consensus Estimate expects the company’s fourth-quarter EPS to increase 9.1% from the year-ago quarter’s figure.
Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.41% and a Zacks Rank #2. The company is expected to release second-quarter 2026 results soon.
HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.74%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for a rise of 10.9% from the year-ago quarter’s figure.
Alcon (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank #2. The company is slated to release second-quarter 2026 results on Aug. 10.
ALC’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.66%. The Zacks Consensus Estimate anticipates the company’s second-quarter EPS to increase 1.3% from the year-ago quarter’s figure.
Texas Instruments čeká v roce 2026 kapitálové výdaje 2–3 mld. USD, tedy o 34–56 % méně než v roce 2025. Volný peněžní tok v 1. čtvrtletí 2026 vzrostl na 1,4 mld. USD z minus 14 mil. USD před rokem.
Key Takeaways Texas Instruments expects 2026 CapEx of $2B-$3B, down 34%-56% from 2025.TXN's first-quarter free cash flow rose to $1.4B from negative $14M a year earlier.Texas Instruments sees free cash flow per share topping $8 if demand trends continue. Texas Instruments Incorporated (TXN - Free Report) is entering a new phase of its investment cycle, with capital expenditures expected to decline after several years of heavy spending on manufacturing expansion. This shift could significantly improve the company’s free cash flow and strengthen its ability to return more capital to shareholders.
Over the past few years, Texas Instruments invested aggressively in new 300-millimeter wafer fabrication plants and assembly and test facilities to expand internal manufacturing capacity. These investments temporarily weighed on free cash flow but positioned the company to support future demand while lowering production costs. In 2025, capital expenditures totaled approximately $4.55 billion.
The spending pace is now easing. In the first quarter of 2026, Texas Instruments’ capital expenditure nearly halved to $676 million from $1.12 billion in the year-ago quarter. Management expects 2026 capital expenditures to be between $2 billion and $3 billion, about a 34% to 56% reduction from the 2025 level. While some investment will continue to support additional assembly and test capacity, the company believes most of its major manufacturing infrastructure is already in place. This should allow a larger share of operating cash flow to convert into free cash flow.
The benefits are already becoming visible. In the first quarter of 2026, Texas Instruments generated free cash flow of $1.4 billion, a robust improvement from a negative $14 million in the year-ago quarter. Trailing 12-month free cash flow also increased to $4.35 billion in the first quarter of 2026 from $1.72 billion a year earlier. Free cash flow margin also improved sharply to 23.6% from 10.7%, supported by stronger revenue growth and lower capital intensity.
Management believes free cash flow per share could exceed $8 in 2026 if current demand trends continue. Combined with improving industrial demand, stronger data center spending and better factory utilization, lower capital expenditures could further strengthen Texas Instruments’ cash generation, giving the company greater flexibility to fund dividends, repurchase shares and invest in future growth. In the trailing 12 months, Texas Instruments returned $6.43 billion to shareholders through share buybacks and dividend payments.
TXN’s Rivals Are Also Balancing CapEx and Cash GenerationTexas Instruments’ main competitors, Analog Devices, Inc. (ADI - Free Report) and NXP Semiconductors N.V. (NXPI - Free Report) , are also balancing their capital expenditures and cash flows.
Analog Devices has taken a disciplined approach to capital spending while maintaining strong cash flow. The company follows a hybrid manufacturing model that combines internal production with outsourced foundries, allowing it to keep capital expenditures relatively low.
This asset-light approach has helped Analog Devices consistently generate more than $3 billion in annual free cash flow while maintaining free cash flow margins above 30% over the past few years. The strong cash generation has enabled the company to steadily increase dividends and repurchase shares without making large manufacturing investments.
NXP Semiconductors also focuses on disciplined capital allocation to maximize cash flow. The company typically keeps annual capital expenditures at about a mid-single-digit percentage of revenue, well below the levels Texas Instruments has invested in recent years. This strategy has helped NXP Semiconductors consistently generate more than $2 billion in annual free cash flow, supporting regular dividends and sizable share repurchases.
TXN’s Price Performance, Valuation and EstimatesShares of Texas Instruments have soared 76.1% year to date compared with the Zacks Semiconductor - General industry’s 18.2% growth.
From a valuation standpoint, TXN trades at a forward price-to-earnings ratio of 37.01, significantly higher than the industry’s average of 22.23.
Texas Instruments Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Texas Instruments’ 2026 and 2027 earnings implies a year-over-year increase of 40.6% and 14.4%, respectively. Estimates for 2026 and 2027 have remained unchanged over the past 60 days.
Image Source: Zacks Investment Research
Texas Instruments currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Texas Instruments čeká za čtvrtletí zisk na akcii 1,91 USD a tržby 5,22 miliardy USD, což by znamenalo meziroční růst o 35,5 % a 17,4 %. Analytici navíc vidí Earnings ESP na úrovni +2,66 % a čekají překonání odhadů.
Texas Instruments (TXN - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 22. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis chipmaker is expected to post quarterly earnings of $1.91 per share in its upcoming report, which represents a year-over-year change of +35.5%.
Revenues are expected to be $5.22 billion, up 17.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.88% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Texas Instruments?For Texas Instruments, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +2.66%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Texas Instruments will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Texas Instruments would post earnings of $1.37 per share when it actually produced earnings of $1.68, delivering a surprise of +22.63%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Texas Instruments appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
ServiceNow čeká za čtvrtletí zisk 0,86 USD na akcii a tržby 3,92 miliardy USD, což by znamenalo meziroční růst o 4,9 % a 22 %. Výsledky má oznámit 22. července.
Wall Street expects a year-over-year increase in earnings on higher revenues when ServiceNow (NOW - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 22. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of software that automates companies' technology operations is expected to post quarterly earnings of $0.86 per share in its upcoming report, which represents a year-over-year change of +4.9%.
Revenues are expected to be $3.92 billion, up 22% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for ServiceNow?For ServiceNow, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.59%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that ServiceNow will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that ServiceNow would post earnings of $0.95 per share when it actually produced earnings of $0.97, delivering a surprise of +2.11%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ServiceNow doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Lockheed Martin získal od amerického námořnictva zakázku za téměř 49 mil. USD na elektronické bojové systémy pro ponorky. Systém AN/BLQ-10(V) zvyšuje detekci hrozeb a přežití ponorek.
Key Takeaways Lockheed Martin won a nearly $49 million U.S. Navy contract for submarine electronic warfare systems.Its AN/BLQ-10(V) system boosts threat detection, situational awareness and submarine survivability.Naval modernization and geopolitical tensions are driving demand for advanced undersea technologies. Lockheed Martin (LMT - Free Report) continues to strengthen its position in the global submarine market through its portfolio of advanced combat systems, electronic warfare solutions and undersea mission technologies. As navies worldwide modernize their submarine fleet to address evolving maritime threats, the company remains well-positioned to benefit from the rising demand for next-generation underwater defense capabilities.
This is reflected in the company's latest progress, with the U.S. Navy recently awarding LMT a contract valued at nearly $49 million to manufacture submarine electronic warfare systems for both new-construction and in-service submarines. The award highlights the Navy's continued reliance on the company's advanced undersea electronic warfare capabilities.
One of LMT's key offerings is the AN/BLQ-10(V) Submarine Electronic Warfare System, which enhances submarine survivability by providing advanced situational awareness and rapid threat detection. The system receives, analyzes and reports critical electronic signals, enabling submarine crews to identify and respond to potential threats while operating in highly contested environments. Its scalable architecture also supports technology upgrades as mission requirements evolve.
Beyond electronic warfare, LMT contributes to advanced undersea combat capabilities through integrated combat systems, sonar processing technologies and command-and-control solutions that improve the effectiveness of modern submarine operations. These technologies support intelligence gathering, surveillance, anti-submarine warfare and precision strike missions while maintaining a low observable profile.
Growing geopolitical tensions and naval modernization efforts are driving demand for advanced submarine technologies worldwide. LMT's broad portfolio of submarine mission systems and strong relationships with the U.S. Navy and allied customers position it well to capitalize on this trend.
Other Submarine Stocks to Keep on the WatchlistOther aerospace and defense companies strengthening their presence in the submarine market are discussed below:
Huntington Ingalls Industries (HII - Free Report) : Through its Newport News Shipbuilding division, HII builds and supports the Columbia-class and Virginia-class submarines for the U.S. Navy. The company also provides modernization, maintenance and lifecycle support services for nuclear-powered submarines.
BAE Systems (BAESY - Free Report) : BAE Systems plays a key role in the United Kingdom's submarine programs through the design and production of Astute-class nuclear-powered submarines. The company also supports submarine sustainment and next-generation undersea defense capabilities, strengthening its position in the global submarine market.
The Zacks Rundown for LMTShares of LMT have risen 9.2% in the past year against the industry’s 2% decline.
Image Source: Zacks Investment Research
The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Earnings being 16.49X compared with its industry’s average of 32.46X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for LMT’s 2026 and 2027 earnings has moved north over the past 60 days.
Image Source: Zacks Investment Research
LMT stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Pět evropských cloudových skupin vyzvalo EU, aby dočasně pozastavila některé praktiky Broadcomu kolem VMware. Tvrdí, že firma zvyšuje ceny a vylučuje tisíce poskytovatelů.
A Broadcom logo and a computer motherboard appear in this illustration created on August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
CompaniesBRUSSELS, July 14 (Reuters) - The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other trade groups to urge EU antitrust regulators to suspend some business practices of U.S. chipmaker Broadcom (AVGO.O), opens new tab, according to a joint letter seen by Reuters.
CISPE , which has nearly 50 members across Europe and counts Microsoft (MSFT.O), opens new tab and Amazon (AMZN.O), opens new tab as associate members, in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which it acquired in 2023.
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CISPE's complaint prompted the European Commission, which acts as the EU competition enforcer, to question the VMware licensing changes.
Belgium's association of digital business users Beltug, and its counterparts France's Cigref, Germany's VOICE and CIO Platform Nederland, have now joined in, accusing Broadcom of imposing steep price increases on VMware's virtualisation platform users and excluding thousands of providers from deploying and purchasing it.
"We therefore urge you, in the strongest possible terms, to act swiftly and impose interim measures now," CISPE said in their joint letter dated July 10.
They asked EU antitrust chief Teresa Ribera and EU tech chief Henna Virkkunen to ensure a transition period of at least three years while regulators continue their investigation into Broadcom.
Broadcom said it disagreed with CISPE's allegations, calling it an organisation funded by large cloud service providers, or hyperscalers, which misrepresent the realities of the market.
"We continue to be committed to investing significantly in our European VMware Cloud Service Provider partners (VCSPs) helping them offer alternatives to the hyperscalers and meet the evolving needs of European businesses and organisations," a Broadcom spokesperson said.
The European Commission confirmed receipt of the letter.
Reporting by Foo Yun Chee, editing by Andrei Khalip
Our Standards: The Thomson Reuters Trust Principles., opens new tab
An agenda-setting and market-moving journalist, Foo Yun Chee is a 21-year veteran at Reuters. Her stories on high profile mergers have pushed up the European telecoms index, lifted companies' shares and helped investors decide on their next move. Her knowledge and experience of European antitrust laws and developments helped her break stories on Microsoft, Google, Amazon, Meta and Apple, numerous market-moving mergers and antitrust investigations. She has previously reported on Greek politics and companies, when Greece's entry into the eurozone meant it punched above its weight on the international stage, as well as on Dutch corporate giants and the quirks of Dutch society and culture that never fail to charm readers.
Key Takeaways Archer Daniels is streamlining operations and targeting $500-$750 million in savings over time.ADM is expanding its nutrition, alternative protein and sustainable ingredients businesses.ADM has outperformed its industry as efficiency initiatives and digital investments gain traction. Archer Daniels Midland Company (ADM - Free Report) stock has surged 52.4% over the past year, reflecting investors’ confidence in its ability to navigate a challenging agricultural environment and execute its strategy. ADM’s strategic efforts are centered on strengthening its position as a global agricultural and nutrition company through portfolio optimization, cost discipline and innovation. The stock has outperformed the industry’s 13% growth in the same time frame.
One of the biggest drivers has been ADM’s focus on portfolio optimization and operational efficiency. Archer Daniels continues to streamline its operations by focusing on higher-margin businesses, expanding value-added products and improving operational efficiency. The company is emphasizing productivity initiatives and cost-saving measures to mitigate margin pressures and market volatility. Reducing manufacturing and transaction costs, improving throughput, lowering unplanned downtime, expanding automation and AI, and staying on track for $500-$750 million in cost savings over three to five years are some of its cost-savings measures.
Archer Daniels is expanding its Nutrition segment, which includes flavors, ingredients and health-focused products, while enhancing capabilities across its agricultural supply chain and processing network. By increasing its exposure to value-added products, the company is reducing its dependence on traditional commodity-driven businesses and creating new avenues for profitable growth. ADM is pursuing growth opportunities in areas such as alternative proteins, BioSolutions and sustainable ingredients to meet evolving consumer preferences.
In addition, ADM is leveraging digital technologies, advanced analytics and supply-chain enhancements to improve efficiency across its global network. These investments are helping the company optimize logistics, strengthen customer relationships and enhance decision-making capabilities. Through digital transformation, data analytics and supply-chain optimization initiatives, the company aims to improve efficiency, strengthen customer relationships and support long-term growth.
Image Source: Zacks Investment Research
What’s More on ADM?The company is actively managing productivity and innovation as well as aligning work to the interconnected trends in food security, health and wellbeing. ADM continues to adapt to consumers’ changing nutritional preferences and has expanded its alternative protein capabilities and starch production. All the aforesaid endeavors are likely to bolster ADM’s growth.
The Zacks Consensus Estimate for ADM’s 2026 and 2027 earnings per share (EPS) indicates year-over-year growth of 40.2% and 4.8%, respectively. The company’s EPS estimate for 2026 and 2027 has moved north in the past 30 days. Hence, this reflects analysts’ optimism about this Zacks Rank #2 (Buy) stock.
Other Stocks to Consider in the Consumer Staples Space United Natural Foods (UNFI - Free Report) , which is the leading distributor of natural, organic and specialty food and non-food products, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for United Natural Foods’ current financial-year sales indicates a drop of 2.1% from the prior-year level. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
Medifast, Inc. (MED - Free Report) , which is a leading manufacturer and distributor of clinically-proven healthy living products and programs, currently carries a Zacks Rank of 2. MED missed the average earnings surprise by a sharp margin in the trailing four quarters.
The Zacks Consensus Estimate for Medifast’s current financial-year sales indicates decline of 25.9% from the year-ago number.
Freshpet, Inc. (FRPT - Free Report) , which manufactures and markets natural fresh foods, refrigerated meals, and treats for dogs and cats, currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for Freshpet’s current financial-year sales indicates growth of 9.5% from the prior-year level. FRPT delivered a trailing four-quarter earnings surprise of 49.4%, on average.
Key Takeaways Prologis reports second-quarter 2026 results on July 16 before the opening bell.PLD is expected to post $2.14 billion in Q2 revenues and FFO of $1.53 per share.Prologis has topped FFO estimates in three of the past four quarters, with an average beat of 2.09%. Prologis (PLD - Free Report) is slated to report its second-quarter 2026 results on July 16, before the opening bell. In anticipation of the announcement, industry analysts and investors are eager to assess the company's performance and prospects in the current economic climate.
In the last reported quarter, this leading industrial REIT posted core funds from operations (FFO) per share of $1.50, up 5.6% from a year ago. The figure beat the Zacks Consensus Estimate by 1.49%. Results were supported by robust leasing activity.
Over the trailing four quarters, Prologis beat the Zacks Consensus Estimate for FFO per share on three occasions and met in the remaining period, with the average beat being 2.09%. This is depicted in the graph below:
US Industrial Real Estate Market in Q2The U.S. industrial real estate market strengthened further in the second quarter of 2026. According to a Cushman & Wakefield report, national vacancy declined to 6.9%, suggesting the market has moved beyond its cyclical peak. Net absorption increased 21% from the prior quarter to 62.1 million square feet, bringing first-half demand to 113.6 million square feet — the strongest first-half performance since 2023.
Occupiers continue to favor buildings with higher clear heights, stronger power capacity and infrastructure suited for automation and AI systems. Dallas–Fort Worth, Phoenix, Atlanta and several Midwest logistics hubs performed well, while port markets, including Houston, New Jersey, Los Angeles and Savannah, GA, also posted healthy demand.
Leasing activity accelerated despite longer transaction timelines. Year-to-date leasing reached a four-year high, up 16% from a year earlier, with Dallas–Fort Worth, the Inland Empire and Chicago leading the country. Third-party logistics companies and manufacturers accounted for more than 55% of leasing volume as businesses expanded and adjusted their supply chains.
Supply remained relatively controlled. Second-quarter deliveries totaled 62 million square feet, down 16% year over year, while first-half completions were 19.2% below the same period in 2025. At the same time, the construction pipeline increased to 305.1 million square feet, up 18% from a year earlier. More than one-third of the pipeline is build-to-suit, reducing the risk of excessive speculative supply. Asking rents rose to $10.32 per square foot, up 2.9% year over year and an improvement from the first quarter’s growth rate.
Factors at Play and Projections for PLD’s Q2 ResultsPrologis’ earnings should benefit from strong leasing, high occupancy and continued rent roll-up as older leases reset at higher rates. Positive cash rent growth, solid retention and management’s increased same-store NOI outlook support further growth in recurring rental income.
Earnings could also be aided by profitable development, build-to-suit projects, strategic capital fees and joint ventures that expand investment capacity with less balance sheet pressure. Growth in data centers, solar and energy infrastructure provides additional development income and longer-term earnings diversification.
The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $2.14 billion, which indicates a 5.71% year-over-year increase.
Prologis’ activities during the to-be-reported quarter were not adequate for gaining analysts’ confidence. The Zacks Consensus Estimate for second-quarter FFO per share has been revised southward over the past month, and it currently stands at $1.53. However, it implies a 4.79% increase year over year.
What Our Quantitative Model Predicts for PLDOur proven model predicts a surprise in terms of FFO per share for Prologis this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is the case here.
Prologis currently has an Earnings ESP of +1.47% and carries a Zacks Rank of 2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks That Warrant a LookHere are two other stocks from the broader REIT sector, SL Green Realty (SLG - Free Report) and Cousins Properties (CUZ - Free Report) , you may want to consider, as our model shows that these also have the right combination of elements to report an FFO beat this quarter.
SL Green is slated to report quarterly numbers on July 22. SLG has an Earnings ESP of +7.20% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Cousins is slated to report quarterly numbers on July 30. CUZ has an Earnings ESP of +0.45% and carries a Zacks Rank of 3 at present.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
Key Takeaways RBLX expects DAUs to return to sequential growth in Q3 after a projected Q2 decline.Roblox is adding Global Chat, preset messages and in-game Party Chat to boost engagement.Roblox is refining discovery and limiting the Kids rollout disruption to support retention. Roblox Corporation (RBLX - Free Report) expects daily active users to return to sequential growth in the third quarter of 2026, supported by seasonal trends and planned product changes intended to address near-term safety-related friction. In the first quarter, DAUs increased 35% year over year to 132 million, while hours engaged rose 43% to 31 billion. However, mandatory age checks for chat access reduced communication activity and contributed to weaker organic sign-ups. Roblox consequently expects DAUs to decline sequentially in the second quarter before returning to growth in the third quarter.
Several initiatives could support that rebound. Roblox is testing Global Chat, which allows users across multiple servers to have the same experience and communicate in a shared room, while preset messages are designed to improve gameplay coordination. The company also plans to integrate Party Chat directly into the in-game interface. These enhancements are intended to make communication easier and encourage users to remain more active on the platform.
Roblox expects the rollout of Roblox Kids and Roblox Select accounts to be less disruptive than the initial communication restrictions. Users who have not completed an age check will retain access to roughly 20,000 games representing more than 97% of engagement among the affected cohorts. Roblox is also refining its discovery algorithms to prioritize 28-day retention and longer-term engagement, which could improve content recommendations and support more durable user activity.
Although sign-up pressure and the transition to age-based accounts remain risks, Roblox’s planned communication upgrades, strong retention and seasonally favorable third-quarter backdrop could support a return to sequential DAU growth.
RBLX’s Stock Price Performance, Valuation & EstimatesRoblox shares have declined 9.9% in the past three months against the industry’s 1.5% growth. In the same time frame, other industry players like DraftKings Inc. (DKNG - Free Report) and Monarch Casino & Resort, Inc. (MCRI - Free Report) have gained 6.2% and 28.5%, respectively.
RBLX Three-Month Price Performance
Image Source: Zacks Investment Research
RBLX stock is currently trading at a premium. It is currently trading at a forward 12-month price-to-sales (P/S) multiple of 4.43, well above the industry average of 2.28. Then again, other industry players, such as DraftKings and Monarch Casino, have P/S ratios of 1.71 and 3.89, respectively.
RBLX’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Roblox’s 2026 loss per share has narrowed from $1.45 to $1.44 over the past 30 days.
EPS Trend of RBLX Stock
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RBLX’s 2026 loss per share suggests a 6.5% year-over-year improvement. Conversely, industry players like DraftKings and Monarch Casino are likely to witness growth of 69.7% and 30.2%, respectively, year over year in 2026 earnings.
RBLX's Zacks RankRoblox stock has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Pentair snížil celoroční výhled: tržby nyní čeká pokles o 4 % až 7 % a upravený zisk na akcii 4,60 až 4,80 USD. Firma zároveň uvedla, že předběžné tržby za 2. čtvrtletí klesly meziročně asi o 17 % na 930 milionů USD.
SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating Pentair plc (NYSE: PNR) on behalf of investors who suffered losses and whether those losses may be recoverable under federal securities laws.
If you purchased Pentair securities and suffered losses on your investment, you are encouraged to contact Johnson Fistel to learn more about the investigation. Click here to join the investigation. For more information, contact Jim Baker at [email protected] or (619) 814-4471. There is no cost or obligation to you.
On April 28, 2026, Pentair projected that second-quarter sales would increase approximately 1% and that full-year sales would grow approximately 2% to 4%. During the accompanying earnings call, management acknowledged that Pool channel partners could reduce purchases during the second and third quarters but stated that the Company had evaluated a wider range of Pool revenue and income scenarios and incorporated those assumptions into its updated guidance. Management further stated that it had reflected the expected second- and third-quarter sell-in pressure in its guidance.
On July 14, 2026, after the market closed, Pentair disclosed that preliminary second-quarter sales were expected to be approximately $930 million, representing a year-over-year decline of approximately 17%, compared with its previous forecast of approximately 1% year-over-year growth. Pentair attributed the results primarily to the adverse impact of Pool channel inventory and estimated that Pool inventory destocking reduced second-quarter Pool sales by approximately $170 million and Pool segment income by approximately $105 million. The Company stated that the inventory realignment with major channel partners was “more pronounced” than previously estimated.
Pentair also substantially reduced its full-year outlook. The Company now expects annual sales to decline approximately 4% to 7%, compared with its previous forecast of 2% to 4% growth, and reduced its adjusted earnings-per-share guidance to approximately $4.60 to $4.80 from approximately $5.30 to $5.40. Pentair estimated that Pool channel destocking and inventory right-sizing would reduce full-year Pool sales by approximately $250 million and Pool segment income by approximately $155 million. The Company separately announced that Chief Financial Officer Nicholas Brazis had departed on July 10, 2026, and that former Pentair CFO Bob Fishman had been appointed interim CFO.
Following the disclosure, Pentair shares declined approximately 22% in premarket trading on July 15, 2026, after closing at $75.68 on July 14.
Attorney advertising. Past results do not guarantee future outcomes. Services may be performed by attorneys in any of our offices. This press release may be considered a promotional communication. The attorney responsible for this communication is Frank J. Johnson.
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Cintas (CTAS - Free Report) came out with quarterly earnings of $1.29 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.03%. A quarter ago, it was expected that this uniform rental company would post earnings of $1.23 per share when it actually produced earnings of $1.24, delivering a surprise of +0.81%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Cintas, which belongs to the Zacks Textile - Apparel industry, posted revenues of $2.91 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 1.02%. This compares to year-ago revenues of $2.67 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.
Cintas shares have lost about 2% since the beginning of the year versus the S&P 500's gain of 10.2%.
What's Next for Cintas?While Cintas 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 Cintas 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 $1.33 on $2.93 billion in revenues for the coming quarter and $5.42 on $12.07 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, Textile - Apparel is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Kontoor Brands (KTB - Free Report) , has yet to report results for the quarter ended June 2026.
This maker of Wrangler and Lee apparel is expected to post quarterly earnings of $1.05 per share in its upcoming report, which represents a year-over-year change of -13.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Kontoor Brands' revenues are expected to be $588.97 million, down 10.5% from the year-ago quarter.
Cameco obnovila těžbu v Cigar Lake po dvoutýdenním přerušení a ponechává roční produkční výhled 17,5–18,0 milionu liber beze změny. Firma také zvýšila podíl v dole na 57,418 %.
Key Takeaways Cameco resumed Cigar Lake production after a two-week disruption, with 2026 output guidance intact.CCJ increased its Cigar Lake stake to 57.418% and expects an updated attributable production outlook.Cameco overcame operational setbacks at Cigar Lake and McArthur River, supporting production plans. Cameco Corporation (CCJ - Free Report) has confirmed that operations at the Cigar Lake uranium mine and Orano’s McClean Lake mill have resumed and reinforced confidence in its 2026 output targets. The restart follows a temporary suspension announced earlier this month due to operational issues at the McClean Lake mill, where all Cigar Lake ore is processed.
The disruption stemmed from problems at the mill's sulfuric acid plant, which was forced to be shut down for repairs. The McClean Lake mill has now resumed operations. Cigar Lake has begun shipping stockpiled ore to the mill and has restarted production at the mine.
Despite the roughly two-week interruption, Cameco expects no impact on the mine's annual production guidance of 17.5-18.0 million pounds on a 100% basis.
Cigar Lake remains one of Cameco's most strategic assets. Located in northern Saskatchewan, Canada, the mine is renowned for its exceptionally high-grade uranium ore and long reserve life, making it one of the world's premier uranium operations. Cameco recently strengthened its position by increasing its ownership stake in the mine by 2.871 percentage points to 57.418%.
In 2025, the mine produced 19.1 million pounds, with Cameco’s attributable share at 10.4 million pounds. Under its previous 54.547% ownership, the company had projected attributable 2026 production of 9.5-10.0 million pounds. Following the recent increase in ownership, the company is expected to update its attributable production outlook to reflect the same.
The Cigar Lake restart marks the second operational challenge Cameco has successfully navigated this year. In May, the company temporarily suspended operations at its McArthur River mine and Key Lake mill after severe flooding in northern Saskatchewan caused a partial collapse of the Smoothstone River Bridge, a critical transportation route used to deliver supplies to the sites. Cameco quickly established an alternative logistics route, restoring the flow of essential materials and enabling both operations to return to full production within a short period.
Importantly, that disruption also left Cameco's production outlook unchanged. Uranium production is expected to be 14.0-16.5 million pounds from the McArthur River and Key Lake operations, with CCJ’s attributable share at 10-11.5 million pounds. Across its portfolio, Cameco still expects consolidated attributable uranium production of 19.5-21.5 million pounds this year, highlighting the resilience of its operating model despite temporary setbacks.
Peer Energy Fuels (UUUU - Free Report) has demonstrated strong production momentum. Energy Fuels has produced more than 1.5 million pounds of uranium in the first half of 2026, already surpassing the lower end of its full-year production guidance of 1.5-2.5 million pounds.
Achieving this level of output within the first six months of the year reflects the strength of Energy Fuels’ operating performance and positions it well to meet, or potentially exceed, its annual targets. Energy Fuels had mined 1.7 million pounds of uranium in 2025.
Uranium Energy (UEC - Free Report) produced 32,195 pounds of uranium concentrate at Christensen Ranch in the third quarter of fiscal 2026 ended April 30, 2026. Operationally, Uranium Energy reached a milestone by commencing production at its Burke Hollow project in April. Burke Hollow is the largest greenfield in-situ recovery (ISR) uranium project to enter production in the United States in more than a decade. Uranium Energy expects production to increase in the fourth quarter of fiscal 2026 as Christensen Ranch header houses and Burke Hollow contribute for the full quarter.
CCJ’s Price Performance, Valuation & EstimatesCameco shares have gained 20.2% in a year compared with the industry’s 14.8% growth.
Image Source: Zacks Investment Research
CCJ stock is trading at a forward price-to-sales multiple of 15.62X compared with the industry’s 5.16X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Cameco’s earnings for fiscal 2026 indicates year-over-year growth of 16.5%. The same for 2027 implies growth of 61.7%.
Image Source: Zacks Investment Research
While the consensus estimate for 2026 earnings has moved down over the past 60 days, the same for 2027 has moved up, as shown in the chart below.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
ASE Technology těží ze silné poptávky po AI pouzdření čipů; tržby ASE Technology ve 1. čtvrtletí dosáhly rekordních NTD 112,4 miliardy, mezikvartálně +2 % a meziročně +30 %.
Key Takeaways ASE Technology is benefiting from strong AI packaging demand, record ATM revenues and LEAP expansion.LRCX faces China export risks and exposure to memory spending cycles despite strong packaging growth.ASX trades at a much lower trailing sales multiple than LRCX, offering a more attractive valuation. ASE Technology Holding (ASX - Free Report) and Lam Research (LRCX - Free Report) are both important players in the semiconductor industry, but they operate in different parts of the supply chain. ASE Technology is a major player in outsourced semiconductor assembly and testing, offering advanced packaging and testing services for AI, high-performance computing and automotive chips, while Lam Research provides wafer fabrication equipment that enables chipmakers to manufacture advanced semiconductors.
Both ASX and LRCX are well-positioned to benefit from the rising demand for AI chips, as hyperscalers continue to increase investments in AI infrastructure. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which stock offers a more compelling investment case.
The Case for ASE Technology StockASE Technology is benefiting from the growing demand for AI chip packaging. In the first quarter of 2026, ASX's Assembly, Testing and Materials (ATM) business performed better than expected, despite having fewer working days and did not see the usual seasonal slowdown. Management said AI-related products are changing the normal demand pattern, helping reduce the impact of seasonality on the business.
Advanced packaging continues to be the main growth driver. ASE reported record ATM revenues of NTD 112.4 billion in the first quarter, up 2% sequentially and 30% year over year. Higher factory utilization and a larger contribution from Leading Edge Advanced Packaging (LEAP) services were the key contributors to growth. The company said demand for AI and computing products remained strong, while growth in advanced packaging and wirebond services helped offset softer demand in some consumer markets.
ASE Technology is also increasing investments to support future growth. The company raised its 2026 capital spending plan and increased its LEAP revenue outlook by 10%. It now expects LEAP revenues to exceed $3.5 billion in 2026. Management said the additional investment will help expand capacity to meet growing customer demand and help drive further growth in the company's LEAP in the upcoming years.
The company is seeing demand not only from AI accelerator chips but also from AI-related power management, connectivity, sensors and edge devices. At the same time, it is expanding its advanced packaging technologies, including full-process packaging, CoWoS-like packaging and panel-level packaging, to support future AI applications. If AI infrastructure spending remains strong, ASE Technology is well-positioned to benefit from the growing demand for advanced semiconductor packaging.
The Case for Lam Research StockLam Research expects its advanced packaging business to be one of its fastest-growing businesses in 2026. Revenues from the advanced packaging business are expected to grow more than 50% in 2026. Management said AI is increasing demand for advanced packaging because AI chips need higher performance, higher bandwidth and better power efficiency than traditional chips.
LRCX supplies equipment used in key advanced packaging processes, including through-silicon via etch and copper plating. These technologies are used to connect chips and memory more efficiently in AI systems. As semiconductor companies build more AI processors and high-bandwidth memory, they need more advanced packaging equipment, creating additional demand for Lam Research's products.
The advanced packaging business is already contributing to LRCX's growth. In the third quarter of fiscal 2026, foundry revenues increased 35% year over year, and management said advanced packaging remained a strong growth area. The company also continues to gain market share in its PECVD business, helped by demand for advanced packaging applications.
LRCX expects demand for advanced packaging to continue to grow as AI infrastructure spending increases. The company expects more chipmakers to adopt advanced packaging technologies as AI chips become more complex. This trend should position advanced packaging to become an important contributor to LRCX's revenue growth over the next few years.
However, risks and uncertainties related to trade restrictions on exporting semiconductor tools to China do not bode well for Lam Research. Management expects China revenues to decline in the fourth quarter of fiscal 2026, while China’s wafer fabrication equipment spending is expected to remain roughly flat year over year. Further, the company remains heavily exposed to memory spending cycles, particularly NAND and DRAM. Any slowdown in AI memory demand or delays in customer spending could hurt growth.
How do Earnings Estimates Compare for ASX & LRCX?The Zacks Consensus Estimate for ASX’s 2026 and 2027 EPS is pegged at 84 cents and $1.45, respectively. The estimates for 2026 and 2027 have been revised up by 2.4% and 23.9%, respectively, over the past 30 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for LRCX’s fiscal 2026 and 2027 EPS is pegged at $5.68 and $7.93, respectively. The estimates for fiscal 2026 have remained unchanged over the past 30 days, while the same for fiscal 2027 have been revised up by 0.5% over the past seven days.
Image Source: Zacks Investment Research
ASX vs. LRCX: Price Performance and ValuationYear to date, shares of ASX and LRCX have surged 150.7% and 102.8%, respectively.
ASX Vs. LRCX: YTD Price Return Performance
Image Source: Zacks Investment Research
Currently, ASX is trading at a trailing 12-month P/S ratio of 4.20X, significantly lower than LRCX’s trailing 12-month P/S multiple of 20.07X. ASX’s reasonable valuation makes it more attractive for investors looking for value and stability.
ASX vs. LRCX: TTM 12-Month P/S Ratio
Image Source: Zacks Investment Research
Conclusion: ASX Has an Edge Over LRCXBoth ASX and LRCX are benefiting from growing demand for AI chips and advanced packaging. However, LRCX continues to face uncertainty related to semiconductor export restrictions to China and remains exposed to memory spending cycles, which could hurt the company’s prospects.
In contrast, ASE Technology continues to benefit from strong demand for AI chip packaging, supported by strong demand from AI and high-performance computing. Further, ASX’s reasonable valuation offers some downside protection as well, making the stock an attractive buy.
Currently, ASX sports a Zacks Rank #1 (Strong Buy), giving a clear edge over LRCX, which carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Steel Dynamics má podle analytiků za 2. čtvrtletí zisk na akcii 3,62 USD a tržby 5,46 miliardy USD, což je meziročně o 80,1 % a 19,5 % více. Odhad EPS byl za posledních 30 dní zvýšen o 7,3 %.
In its upcoming report, Steel Dynamics (STLD - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $3.62 per share, reflecting an increase of 80.1% compared to the same period last year. Revenues are forecasted to be $5.46 billion, representing a year-over-year increase of 19.5%.
The current level reflects an upward revision of 7.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
Bearing this in mind, let's now explore the average estimates of specific Steel Dynamics metrics that are commonly monitored and projected by Wall Street analysts.
Analysts' assessment points toward 'External Net Sales- Steel Fabrication' reaching $376.41 million. The estimate points to a change of +10.5% from the year-ago quarter.
Analysts forecast 'External Net Sales- Metals Recycling' to reach $560.25 million. The estimate indicates a change of +7.2% from the prior-year quarter.
According to the collective judgment of analysts, 'External Net Sales- Steel' should come in at $3.87 billion. The estimate points to a change of +18% from the year-ago quarter.
It is projected by analysts that the 'External Net Sales- Other' will reach $377.14 million. The estimate points to a change of +4.6% from the year-ago quarter.
Based on the collective assessment of analysts, 'Steel - Average external sales price (Per ton)' should arrive at 1270 dollars per tonne. Compared to the present estimate, the company reported 1134 dollars per tonne in the same quarter last year.
Analysts predict that the 'Steel Fabrication - Average sales price (Per ton)' will reach 2480 dollars per tonne. The estimate compares to the year-ago value of 2517 dollars per tonne.
Analysts expect 'Steel - External Shipments (Tons)' to come in at 3043 thousands of tons. The estimate is in contrast to the year-ago figure of 2889 thousands of tons.
The collective assessment of analysts points to an estimated 'Steel Fabrication - Shipments (Tons)' of 152 thousands of tons. Compared to the current estimate, the company reported 135 thousands of tons in the same quarter of the previous year.
The consensus among analysts is that 'Steel - Average ferrous cost (Per ton melted)' will reach 421 dollars per tonne. The estimate is in contrast to the year-ago figure of 408 dollars per tonne.
The combined assessment of analysts suggests that 'Steel - Flat Roll shipments - Butler, Columbus and Sinton' will likely reach 2052 thousands of tons. Compared to the current estimate, the company reported 1952 thousands of tons in the same quarter of the previous year.
The consensus estimate for 'Metals Recycling - Ferrous shipments (Gross tons)' stands at 1598 thousands of tons. Compared to the present estimate, the company reported 1597 thousands of tons in the same quarter last year.
The average prediction of analysts places 'Steel - Flat Roll shipments - Steel Processing Divisions' at 675 thousands of tons. Compared to the current estimate, the company reported 479 thousands of tons in the same quarter of the previous year.
View all Key Company Metrics for Steel Dynamics here>>>
Shares of Steel Dynamics have demonstrated returns of -14.9% over the past month compared to the Zacks S&P 500 composite's +1.6% change. With a Zacks Rank #3 (Hold), STLD is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Veeva Systems v 1. čtvrtletí fiskálního roku 2027 překonala odhady zisku i tržeb díky růstu služeb předplatného. Vault CRM má přes 150 aktivních zákazníků a více než 40 migrací.
Key Takeaways VEEV topped Q1 fiscal 2027 earnings and revenue estimates, led by Subscription services growth.VEEV's Vault CRM has 150 live customers, 40 migrations and over 80% overall win rate.VEEV is expanding AI offerings, with Ostro serving over 50 brands and Vault AI due in August. Veeva Systems Inc. (VEEV - Free Report) is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid first-quarter fiscal 2027 performance and CRM migrations, is expected to contribute further. However, market saturation remains a cause for concern.
This Zacks Rank #3 (Hold) company’s shares have lost 13.5% in the year-to-date period compared with the 5.9% decline of the industry. The S&P 500 composite has increased 9.7% during the said time frame.
The renowned provider of cloud-based software applications and data solutions for the life sciences industry has a market capitalization of $31.97 billion. The company anticipates 35% growth for the next five years and expects to maintain its strong performance in the future. It delivered a trailing four-quarter average earnings surprise of 5.5%.
Image Source: Zacks Investment Research
Reasons Favoring VEEV’s GrowthDiversified Platform Driving Durable Growth:Veeva Systems’ long-term growth story is increasingly tied to its position at the center of life sciences digital transformation. The company operates across a broad set of markets spanning clinical development, quality management, regulatory operations, safety, commercial engagement and data analytics. Veeva Systems’ Development Cloud portfolio is particularly well-positioned as pharmaceutical companies seek integrated platforms that connect clinical data, trial operations, quality processes and regulatory functions within a unified ecosystem.
Growth is being fueled by newer product areas that remain in the early stages of penetration, including clinical data management, randomization and trial supply management, drug safety and laboratory information management systems. Management believes these businesses have a significant runway as customers increasingly favor end-to-end platforms over fragmented point solutions.
Enterprise CRM Migrations Expanding Account Footprint: Vault CRM adoption continues to build as large customers move off legacy CRM deployments and standardize commercial workflows. Management highlighted recent global selections from Teva and Merck KGaA and noted that Veeva Systems has secured 10 wins compared with six for Salesforce, within its defined top 20 cohort, with four decisions still pending.
The company also cited an overall Vault CRM win rate above 80% and more than 150 customers live, supported by over 40 completed migrations. This installed base creates a multi-year services and subscription runway and should support the attachment of adjacent commercial applications.
Strong Q1 Results: Veeva Systems exited the first quarter of fiscal 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The uptick in both top and bottom lines and robust performance by the Subscription services segment during the quarter were impressive. The uptick in Professional services and others’ revenues also bodes well.
Veeva Systems continues to strengthen its position in life sciences software through rapid innovation in artificial intelligence and expanding customer adoption. During the fiscal first quarter, the company significantly advanced its industry-specific AI strategy. Ostro, acquired in March, is now delivering compliant conversational AI for more than 50 brands, while Vault AI remains on track for deployment across all Vault applications in August.
Factor That May Offset VEEV’s GainsMarket Saturation: The life sciences industry, Veeva Systems' primary market for its CRM solutions, is facing increasing saturation as digital transformation and CRM adoption have become widespread across pharmaceutical and biotech companies. Many large enterprises have already implemented Veeva Systems' CRM software or similar solutions, leaving fewer untapped opportunities for new customer acquisition.
Additionally, as smaller biotech firms and generics manufacturers enter the market, they may seek more cost-effective or niche CRM alternatives rather than Veeva Systems' premium offerings. This saturation, combined with heightened competition from both traditional CRM providers and emerging AI-powered platforms, could limit Veeva Systems' ability to maintain its historical CRM sales growth rates.
Estimate TrendVeeva Systems is witnessing a stable estimate revision trend for fiscal 2027. In the past 30 days, the Zacks Consensus Estimate for fiscal 2027 earnings per share (EPS) has remained stable at $9.05.
The Zacks Consensus Estimate for second-quarter fiscal 2027 revenues is pegged at $904.1 million, indicating a 14.6% improvement from the year-ago quarter’s reported number. The EPS estimate for the second quarter of fiscal 2027 is pinned at $2.22, implying a 11.6% improvement year over year.
Key PicksSome better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
West Pharmaceutical reported first-quarter 2026 earnings per share of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
Intuitive Surgical reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
Cardinal Health reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.
Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%.
Rocket Lab rozšiřuje startovací infrastrukturu, řídicí centra i pozemní systémy, aby zvládla více misí a lépe obsloužila komerční, civilní i bezpečnostní zákazníky.
Key Takeaways Rocket Lab is expanding launch sites, mission control and ground systems to support more missions.RKLB is enhancing payload integration and launch operations to improve mission flexibility.Rocket Lab is strengthening infrastructure to support commercial, civil and national security customers. Rocket Lab Corporation (RKLB - Free Report) continues strengthening its launch infrastructure to support growing demand for reliable and responsive space access. The company operates dedicated launch sites and mission control facilities while expanding ground systems that facilitate launch operations, payload integration and mission execution. These capabilities enhance Rocket Lab's ability to increase launch frequency while serving commercial, civil and national security customers.
Ground infrastructure has become an increasingly important competitive advantage as launch demand continues rising. Rocket Lab's launch complexes, mission control centers, tracking systems and payload processing facilities enable efficient mission preparation and operational flexibility. By integrating launch infrastructure with spacecraft manufacturing and mission services, the company continues building a comprehensive space systems platform.
RKLB's expanding infrastructure also promises growth opportunities. Dedicated launch facilities allow Rocket Lab to accommodate diverse customer requirements while improving scheduling flexibility and operational efficiency. As launch activity increases, continued investment in ground infrastructure strengthens execution capabilities and supports long-term scalability across its launch business.
With governments and commercial operators deploying larger satellite constellations and pursuing more frequent missions, dependable launch infrastructure is expected to become increasingly valuable. Rocket Lab's continued investment in launch sites and supporting ground systems positions the company to meet growing customer demand while reinforcing its competitive position in the global launch market.
Companies Expanding Launch InfrastructureAerospace companies continue investing in launch infrastructure to support higher mission cadence and operational flexibility. Companies like Firefly Aerospace Inc. (FLY - Free Report) and Virgin Galactic Holdings, Inc. (SPCE - Free Report) are also increasing launch facilities and ground systems to support future commercial, civil and national security missions.
Firefly Aerospace continues to boost launch infrastructure and mission operations to support increasing launch activity across government and commercial customers.
Virgin Galactic continues strengthening its launch capabilities through investments in Spaceport America, flight operations and ground infrastructure to support higher commercial spaceflight activity and future mission execution.
Earnings Estimates for RKLB StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 66.67% and 44.44%, respectively.
Image Source: Zacks Investment Research
RKLB Stock Is Trading at a PremiumRocket Lab is trading at a premium relative to the industry, with a forward 12-month price-to-sales of 41.77X compared with the industry average of 8.38X.
Image Source: Zacks Investment Research
RKLB Stock Price PerformanceOver the past year, RKLB shares have jumped 65.3% compared with the industry’s 8.3% growth.
Image Source: Zacks Investment Research
RKLB’s Zacks RankRocket Lab currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Willis, Kayna a Kwant spustily KwantSure, vestavěný program pojištění pro subdodavatele přímo v platformě pro řízení pracovní síly. Cílem je zrychlit sjednání krytí a zlepšit soulad s předpisy.
Kwant’s Construction Workforce Management Platform supports 160,000 workers across the United States and has tracked more than 45 million hours to date July 15, 2026 10:57 ET | Source: Willis Towers Watson US LLC
NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- Willis, a WTW business (NASDAQ: WTW), together with its embedded insurance infrastructure partner Kayna, today announced a strategic partnership with Kwant to launch KwantSure, a digital insurance program embedded directly within Kwant’s workforce management platform.
KwantSure enables subcontractors to access the insurance coverage that may be required to remain project compliant, directly within the platform used by general contractors to manage workforce operations and certificate of insurance (COI) tracking.
The program combines:
Kwant’s workforce and compliance platform, which supports 160,000 workers across the United States, providing general contractors with real-time visibility into subcontractor insurance status through integrated COI tracking;Kayna’s award-winning embedded insurance technology, which integrates a seamless insurance procurement experience into the Kwant platform and leverages digital trading capabilities from modern carriers to deliver data-led, streamlined insurance solutions; andWillis’ Affinity advice and expertise, delivering tailored insurance solutions designed specifically for subcontractors. Available coverages include General Liability, Professional Liability, Cyber, Business Owner’s Policy and pay-as-you-go Workers’ Compensation.
By embedding insurance procurement within the COI workflow, KwantSure reduces administrative burdens, streamlines the buying process, and enables subcontractors to obtain quotes and bind coverage in minutes. For general contractors, the program enhances compliance visibility and helps mitigate risk across projects.
Nabeel Tanveer, US Affinity and Programs Leader at Willis, said: “Delivering tech-enabled, embedded insurance solutions is a key strategic priority for us. By integrating Willis-brokered insurance directly into Kwant’s COI tracking platform, we are simplifying access to coverage for subcontractors, strengthening compliance and removing friction from the procurement process.”
Niran Shrestha, CEO and Co-Founder of Kwant, said: “By combining Kwant’s project intelligence with Willis’ broking expertise and Kayna’s technology, we’re making insurance faster, simpler and more accessible for contractors. Contractors can secure coverage in minutes while staying compliant through proactive alerts and real-time monitoring. Together, we’re helping reduce risk across complex projects and laying the foundation for a broader suite of digital insurance solutions.”
Paul Prendergast, CEO of Kayna, said: “Kwant is helping subcontractors to close the compliance gap and mitigate the risk of underinsurance in real time. This is how a vertical SaaS platform can elevate business practices, solve problems and provide real value for its customers. KwantSure provides a data-led, end-to-end insurance solution, designed specifically to support the needs of Kwant customers as they position their businesses for continuity and sustained growth. I’m delighted that our work together has resulted in such a powerful tool for a trusted platform that is driving change in construction, making it safer, smarter and more efficient.”
About WTW
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk, and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce, and maximize performance. Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.
Kwant is an AI-powered workforce operating system for construction and industrial sites. By combining real-time data from smart wearables with operational insights, Kwant delivers predictive analytics and automated alerts to boost safety, productivity, and compliance.
Deployed on major projects with over 160,000 workers, Kwant has proven to reduce safety incidents by 50% and increase productivity by 11%.
Kayna is an award-winning embedded insurance distribution platform serving vertical SaaS providers and their customers. Agentic and MCP-native, Kayna can offer a real-time, stand-alone risk management module that analyses policy detail against platform data, flag coverage gaps and can embed insurance procurement journeys to support insurance compliance requirements. Through one connection, Kayna links SaaS providers with carriers, MGAs, and brokers so that SMBs can access live risk intelligence and tailored, data-driven insurance through the software they already use to run their business operations every day.
Otis Worldwide čeká za čtvrtletí zisk 1,00 USD na akcii, meziročně o 4,8 % méně, při tržbách 3,72 miliardy USD, o 3,5 % vyšších. Společnost má ESP u zisku -0,57 % a Zacks Rank #4.
Wall Street expects a year-over-year decline in earnings on higher revenues when Otis Worldwide (OTIS - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 22. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $1.00 per share in its upcoming report, which represents a year-over-year change of -4.8%.
Revenues are expected to be $3.72 billion, up 3.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.16% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Otis Worldwide?For Otis Worldwide, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.57%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Otis Worldwide will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Otis Worldwide would post earnings of $0.91 per share when it actually produced earnings of $0.89, delivering a surprise of -2.20%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Otis Worldwide doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Akamai zvýšil tržby v divizi Security Technology Group o 11 % meziročně na 589,8 mil. USD díky silné poptávce po WAF, microsegmentation a ochraně API.
Firma získala nové zákazníky pro ochranu API napříč telekomunikacemi, financemi a fintech sektorem.
Key Takeaways Akamai's security revenues rose 11% year over year, driven by strong WAF, microsegmentation and API demand.AKAM won new API security customers across telecom, finance and fintech as AI and cloud adoption expanded.Akamai's security segment is projected to reach $2.43 billion in 2026 revenues, up 8.5% year over year. Akamai Technologies, Inc. (AKAM - Free Report) is witnessing solid momentum in the security segment. Revenues from the Security Technology Group were $589.8 million compared with $530.7 million in the year-ago quarter. Segment revenues beat our estimate of $578.2 million.
The 11% year over year growth is driven by multiple factors. Strong demand for web application firewall (WAF) remains a major growth catalyst. With the growth of AI infrastructure and cloud services, enterprises are facing increasingly sophisticated cyberattacks. Enterprises are deploying advanced WAF solutions to boost their defense mechanism. One of the major advantages of AKAM is that its WAF runs across 4,300 locations in 700 cities. This allows it to stop attacks at the network edge and mitigate interference on the customer’s infrastructure.
Akamai Guardicore, which provides microsegmentation that limits the movements of attackers after any security breach, is also witnessing strong adoption. Businesses are using APIs more than ever to support cloud applications and AI workloads. Securing those API has become critical for business operations. Backed by this emerging trend, Akamai has secured several API customer wins. During the first quarter, Africa’s one of the largest telecom groups, a major investment manager in South America, a leading investment bank from the Middle East and one of the largest fintech companies in the United States have opted to deploy Akamai API security solutions.
Akamai’s security segment is expected to remain its major growth engine in the upcoming quarters as well. Per our estimate, Akamai is projected to generate $2.43 billion in revenues in 2026, indicating growth of 8.5% year over year.
How Are Competitors Faring?In the cybersecurity space, Akamai faces competition from Cloudflare (NET - Free Report) and Fastly (FSLY - Free Report) . Cloudflare boasts an industry-leading web application firewall that efficiently blocks zero-day attacks and uses machine learning to improve threat detection. Cloudflare continues to expand in this space on the back of its global cloud security platform. The company entered Zero Trust integrations with companies like Atlassian, Microsoft and Sumo Logic, enabling businesses to secure tools and applications with enterprise-ready Zero Trust security.
Fastly ended the first quarter with 634 large customers, defined as those producing more than $100,000 in annualized revenues in the quarter. It continues to broaden its security and developer toolset, supporting cross-sell and higher committed revenue over time. Fastly is aligning product updates with growing AI agent activity and enterprise needs for control, security, and performance at the edge. AI-related demand is expected to be a major tailwind in the upcoming quarters.
AKAM’s Price Performance, Valuation and EstimatesAkamai shares have rallied 63.6% over the past year compared with the industry’s growth of 80.4%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company's shares currently trade at 18.11 forward earnings, lower than 23.71 for the industry.
Image Source: Zacks Investment Research
Earnings estimates for 2026 have remained unchanged, and for 2027, they have decreased over the past 60 days.
Image Source: Zacks Investment Research
Akamai stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AppLovin už není herní studio: prodala celé mobilní herní portfolio a zůstává jí hlavně reklamní platforma Axon. V posledním čtvrtletí tržby vzrostly o 59 % na 1,84 miliardy USD a provozní marže dosáhla 78 %.
AppLovin (NASDAQ:APP | APP Price Prediction) is now a pure-play, AI-driven advertising platform generating profitability metrics that stand alongside the biggest names in software, even as the market still categorizes it as a “mobile gaming roll-up.”
A Literal Business Pivot AppLovin sold its entire Apps and mobile-gaming portfolio to Tripledot Studios, closing the deal on June 30, 2025, for roughly $400 million in cash plus an approximately 20% equity stake. The games business is gone from the operating results. What remains is the Axon advertising engine and a balance sheet that looks nothing like a hit-driven app studio.
The Margins Tell the Real Story In the most recently reported quarter, revenue reached $1.84 billion, up 59% year over year, with operating income of $1.44 billion and an operating margin of 78%. GAAP net margin came in at 65%, and adjusted EBITDA margin hit 85%. These are Big Tech-caliber margins.
CFO Matt Stumpf framed it plainly: “Margins expanded approximately 400 basis points from the same period last year. Quarter-over-quarter flow-through to adjusted EBITDA was 86%, again, reflecting the operating leverage of our model.”
Operating Leverage from the AI Engine Full-year 2025 revenue landed at $5.48 billion (+16.4% year on year) with net income of $3.33 billion (+111% year on year). In Q2 2025, R&D fell 56% year on year and S&M fell 30%, even as revenue grew 77%. Four consecutive quarterly beats have followed. CEO Adam Foroughi noted: “We continue to grow this business very quickly despite the numbers getting much bigger, and we are doing it while margins keep expanding.”
A Capital-Light Cash Machine Q1 free cash flow of $1.29 billion was generated on just $413,000 in capital expenditures. The company returned $1.0 billion via buybacks (2.2 million shares) in the quarter alone, with roughly $2.3 billion remaining under authorization.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AppLovin didn't make the cut. Grab the names FREE today.
Investors curious about the broader shift in AI-adjacent software winners can see our related research at 7 Stocks Powering the AI Boom (That Aren’t Chipmakers).
The Risks of a Premium Platform Shares trade at a trailing P/E of 38 and a beta of 2.48. The stock is down 33.4% year to date to $448.98, against a 52-week range of $343.00 to $745.61. FY2025 also included a $188.9 million goodwill impairment tied to the pivot. Analyst consensus target is $654.60.
Retail is catching on. A February 2026 Reddit thread titled “$APP Has Gone from Overvalued to Now Cheap?” drove sustained bullish sentiment. The category-leader thesis remains intact; the stock simply needs the market to update its label.
This article is for informational purposes only and does not constitute investment advice.
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Marathon Petroleum v 1. čtvrtletí 2026 vykázal upravenou EBITDA z Refining & Marketing ve výši 1,4 mld. USD a dosáhl 99% capture marže při téměř 40% plánované údržbě.
Key Takeaways Marathon Petroleum posted $1.4B Refining & Marketing adjusted EBITDA in Q1 2026.MPC achieved 99% refining margin capture despite completing nearly 40% of planned annual maintenance.MPC benefits from domestic crude sourcing, logistics flexibility and higher-margin jet fuel projects. The current refining market remains highly supportive for U.S. refiners, and Marathon Petroleum Corporation (MPC - Free Report) is emerging as a clear beneficiary. Geopolitical tensions in the Middle East have disrupted global fuel supply, while strong demand for gasoline, diesel and jet fuel has kept crack spreads elevated. At the same time, constrained global refining capacity and robust export demand continue to create a favorable pricing environment, allowing efficient refiners to capture stronger margins.
Marathon Petroleum is among the biggest beneficiaries of these conditions. During the first quarter of 2026, the company generated $1.4 billion in Refining & Marketing adjusted EBITDA, with refining margin capture reaching 99% despite completing nearly 40% of its planned annual maintenance. Its refineries operated at 89% utilization, reflecting disciplined operations and strong commercial execution.
The company's advantage extends beyond favorable industry conditions. Marathon Petroleum sources most of its crude from the United States and Canada, reducing exposure to global supply disruptions while enabling it to capitalize on attractive domestic feedstock economics. Its integrated logistics network also allows rapid adjustments in crude sourcing, product yields and exports, helping maximize profitability as market conditions evolve.
Strategic investments further strengthen this position. The recently completed Garyville jet fuel expansion and upcoming yield-improvement projects increase exposure to higher-margin products, particularly jet fuel and diesel, where demand remains healthy. Combined with strong planning, operational reliability and commercial optimization, these initiatives position Marathon Petroleum to sustain superior refining margins even as market volatility persists.
Other Energy Players Benefiting From Current Refining MarginsValero Energy Corporation (VLO - Free Report) is among the largest independent refiners in the United States, with a combined high-complexity throughput capacity of nearly 3 million barrels per day across its refineries. VLO's refining footprint is heavily concentrated along the U.S. Gulf Coast and the Midcontinent, offering feedstock sourcing flexibility, with management emphasizing that crude availability is not a significant constraint for the company. Moreover, its Gulf Coast access enables it to sell refined products in high-demand markets and capitalize on the current increase in export demand for distillates driven by the supply disruptions in the Middle East. This positions Valero to benefit from elevated refining margins and strong international demand for refined products.
Phillips 66 (PSX - Free Report) is well positioned to benefit from the current refining environment through its diversified refining, midstream and chemicals operations. Management expects supply disruptions in the Middle East, particularly around the Strait of Hormuz, to keep refined product markets tight, boosting margins for U.S. refiners. Strong demand for jet fuel and declining product inventories are also supporting favorable refining fundamentals. Additionally, Phillips 66 remains largely shielded from Middle East crude supply risks, as most of its feedstock comes from Canada, the United States and Latin America, allowing it to maintain high refinery utilization and capitalize on stronger margins.
The Zacks Rundown on Marathon PetroleumShares of Marathon Petroleum displayed a staggering rally of 72.7% in the past six months, compared with the Oil/Energy sector’s gain of 17.2%.
Image Source: Zacks Investment Research
From a valuation perspective — in terms of forward price-to-sales ratio — MPC is trading at a discount of 0.64X compared with the industry average of 1.34X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MPC’s 2026 earnings is pegged at $33 per share, indicating 208.4% year-over-year growth.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
TransUnion v 1. čtvrtletí vykázal meziroční růst tržeb o 14 % a těží z poptávky po analytice velkých dat. Firma zároveň rozšiřuje nabídku v oblasti AI a dokončila akvizice.
Key Takeaways TransUnion is benefiting from demand for big data analytics and reported 14% first-quarter revenue growth.TRU expanded AI offerings & completed acquisitions to strengthen analytics, fraud & messaging capabilities.TransUnion's solid liquidity supports flexibility, while debt and competition continue to pose challenges. Shares of TransUnion (TRU - Free Report) have had a decent run over the past month. The stock has risen 9.7% compared with the industry’s 1.8% growth. The Zacks S&P 500 composite barely moved during the said time frame.
TRU’s second-quarter 2026 earnings are expected to be up 5.6% year over year. Earnings for 2026 and 2027 are projected to rise 10.5% and 16.9% year over year, respectively. Revenues are expected to increase 12.4% in 2026 and 128.3% in 2027.
Factors That Bode Well for TRUTransUnion, a leading global provider of risk and information solutions to businesses and consumers, benefits from the fast-growing big data and analytics market, driven by the strong demand for data-backed business insights and reports by organizations. This increasing pace of harnessing data for business insights and decision-making enables TRU to leverage advanced technology to enhance its analytics capabilities and expand its database. The company reported first-quarter 2026 revenue growth of 14% year over year on a reported basis and 11% organically in constant currency.
TRU’s artificial intelligence (AI)-powered innovative solutions also play a key role in its overall growth. The company is expanding its next-gen AI-powered product portfolio to support long-term sustainability.
It recently introduced TruIQ Analytics Orchestrator, which utilizes Google's Gemini models to streamline advanced credit modeling through natural language prompts, enhanced its AI-powered marketing audience solutions that transform static customer segments into dynamic, value-driven audiences and upgraded its AI-powered fraud model factory, which is capable of launching new fraud detection models two to three times faster. These innovations and technological advancements are expected to improve scalability and reduce operational costs.
TRU’s disciplined buyout strategy is strengthening its outlook. Recently, the company completed the acquisition of TransUnion Mexico, allowing it to enter the attractive Mexican credit market and further supporting its market expansion and portfolio diversification. The acquisition of RealNetworks’ Mobile division boosts its messaging capabilities, which complement its trusted call solutions business.
The company’s current ratio (a measure of liquidity) was 1.93 at the end of the first quarter of 2026, higher than the industry average of 1.01. A current ratio of more than 1 often indicates that the company is well-positioned to pay off its short-term obligations.
Risks to WatchPast acquisitions and aggressive expansion have burdened TransUnion with substantial debt. Although the debt has fueled the company's growth. It has also increased operating costs and limited future opportunities.
Global business information service providers operate in a fiercely competitive landscape. TRU faces heightened competition from firms like Equifax, Experian and LexisNexis across sectors. This competition fuels innovation across the industry while driving pricing pressures. Ongoing technology investments increase the challenge of maintaining profitability while competing for growth.
TransUnion currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Corpay, Inc. (CPAY - Free Report) .
Veralto Corporation carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9% on average.
Corpay, Inc. also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 14.3%. CPAY's earnings beat estimates in three of the last four quarters and matched once, with the surprise being 2% on average.
Wall Street expects a year-over-year decline in earnings on higher revenues when SEI Investments (SEIC - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis investment management firm is expected to post quarterly earnings of $1.45 per share in its upcoming report, which represents a year-over-year change of -18.5%.
Revenues are expected to be $637.92 million, up 14% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.17% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for SEI?For SEI, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that SEI will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that SEI would post earnings of $1.29 per share when it actually produced earnings of $1.44, delivering a surprise of +11.63%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
SEI doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Financial - Investment Management industry, MSCI (MSCI - Free Report) , is soon expected to post earnings of $4.89 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +17.3%. Revenues for the quarter are expected to be $856.06 million, up 10.8% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for MSCI has been revised 1.9% up to the current level. Nevertheless, the company now has an Earnings ESP of +0.83%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that MSCI will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Progressive (PGR - Free Report) came out with quarterly earnings of $4.85 per share, beating the Zacks Consensus Estimate of $4.7 per share. This compares to earnings of $4.88 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +3.19%. A quarter ago, it was expected that this insurer would post earnings of $4.84 per share when it actually produced earnings of $4.96, delivering a surprise of +2.48%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Progressive, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $23.01 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.37%. This compares to year-ago revenues of $21.62 billion. The company has topped consensus revenue estimates two 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.
Progressive shares have lost about 0.5% since the beginning of the year versus the S&P 500's gain of 10.2%.
What's Next for Progressive?While Progressive 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 Progressive was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.59 on $23.44 billion in revenues for the coming quarter and $17.30 on $92.72 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the 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.
One other stock from the same industry, W.R. Berkley (WRB - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 20.
This insurance company is expected to post quarterly earnings of $1.09 per share in its upcoming report, which represents a year-over-year change of +3.8%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level.
W.R. Berkley's revenues are expected to be $3.7 billion, up 1.7% from the year-ago quarter.
Atlassian Service Collection překročila 1 mld. USD ARR a meziročně rostla o více než 30 %. AI uživatelům zrychluje řešení problémů o 13 % a zvládne o 20 % více případů.
Key Takeaways Atlassian's Service Collection surpassed $1B ARR, growing more than 30% year over year.AI users resolve issues 13% faster and handle 20% more, supporting deeper platform adoption.Atlassian's cloud transition is expected to accelerate the adoption of AI-enabled cloud offerings. Atlassian Corporation’s (TEAM - Free Report) Service Collection strategy has become a key growth pillar, strengthening its long-term revenue outlook. The business surpassed $1 billion in annual recurring revenues (ARR) while growing more than 30% year over year as of the third quarter of fiscal 2026, highlighting strong demand for its AI-powered enterprise service management platform. More than 65,000 customers, including over half of the Fortune 500, now use Service Collection, while enterprise ARR is growing more than 50% year over year, reflecting increasing adoption among large organizations. Beyond traditional IT service management, the platform is expanding into HR, finance, legal and marketing, broadening Atlassian's addressable market and creating additional recurring revenue opportunities.
Artificial intelligence is further accelerating Service Collection's adoption and customer value. Customers using AI-powered capabilities resolve issues 13% faster and handle 20% more issues, while Service Collection drives 50% of all agentic automation runs across Atlassian's platform. These productivity gains encourage deeper platform adoption and create cross-selling opportunities for complementary offerings such as Rovo, Jira and Confluence.
The long-term outlook is further supported by Atlassian's June 2026 announcement outlining the gradual transition away from Data Center deployments toward its cloud platform. This strategy is expected to accelerate the adoption of AI-enabled cloud offerings, in which Service Collection plays a central role. Combined with expanding enterprise adoption and AI-driven monetization, the Zacks Consensus Estimate projects first-quarter and full-year fiscal 2027 revenue growth of 16.1% and 13.3%, respectively, suggesting the $1 billion milestone could serve as a foundation for continued growth acceleration.
TEAM Faces Stiff Competition in Strategic ImplementationAtlassian is facing stiff competition in strategic execution as rivals continuously strengthen their AI-driven ITSM, enterprise workflow automation and platform capabilities, intensifying the battle for large enterprise customers.
ServiceNow (NOW - Free Report) competes directly with Atlassian through its AI-native enterprise platform spanning ITSM, CRM, HR, security and workflow automation. ServiceNow emphasizes governance, policy-driven AI, workflow orchestration and an open platform while expanding through AI Control Tower and data fabric. ServiceNow also benefits from broad enterprise adoption, deep integrations and platform scale, challenging TEAM's enterprise expansion strategy.
Freshworks (FRSH - Free Report) is emerging as a stronger rival to Atlassian by expanding its AI-driven enterprise service platform. Its platform offers fast deployment, lower implementation complexity and lower ownership costs. Freshworks is expanding Freshservice, AI-powered Freddy Copilot, IT asset management and enterprise workflows, targeting mid-market and enterprise ITSM opportunities. Freshworks leverages ease of adoption and value-driven execution to pressure TEAM in AI service management.
TEAM’s Price Performance, Valuation & EstimatesTEAM shares have declined 24.9% over the past six months, underperforming the broader Zacks Computer & Technology sector’s gain of 13% and the Zacks Internet - Software industry’s modest rise of 0.9%.
TEAM’s 6-Month Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Atlassian trades at a forward 12-month price-to-sales ratio of 3.07X, compared with the industry’s 4.03X. TEAM has a Value Score of D.
TEAM’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TEAM's fiscal 2027 earnings is pegged at $6.07 per share, unchanged over the past 30 days, indicating projected year-over-year growth of 10.8%.
Image Source: Zacks Investment Research
TEAM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Teledyne Technologies čeká za čtvrtletí růst zisku na akcii o 11 % na 5,77 USD a tržeb o 3,2 % na 1,56 miliardy USD. Analytici navíc po posledních úpravách odhadů čekají, že firma může konsensus EPS překonat.
The market expects Teledyne Technologies (TDY - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis defense and aerospace industry supplier is expected to post quarterly earnings of $5.77 per share in its upcoming report, which represents a year-over-year change of +11%.
Revenues are expected to be $1.56 billion, up 3.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Teledyne?For Teledyne, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.52%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Teledyne will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Teledyne would post earnings of $5.48 per share when it actually produced earnings of $5.80, delivering a surprise of +5.84%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Teledyne appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
HII’s Ingalls Shipbuilding nainstalovala první velké bloky pro Thad Cochran (DDG 135) z partnerských závodů, což má zvýšit kapacitu a zrychlit výrobu torpédoborců.
PASCAGOULA, Miss., July 15, 2026 (GLOBE NEWSWIRE) -- HII’s (NYSE: HII) Ingalls Shipbuilding division has reached a key milestone in its distributed shipbuilding initiative with the installation of the first grand blocks, made up of three units constructed by partner facilities, for Thad Cochran (DDG 135), a Flight III Arleigh Burke-class destroyer. Fabricated by Gulf Copper and Eastern Shipbuilding, the units arrived at Ingalls ahead of the ship’s October 2025 keel authentication, demonstrating successful early-sequence production by qualified offsite partners and enabling increased throughput at Ingalls.
“This milestone reflects the strength of our partner network and the efficiencies of distributed shipbuilding for our destroyer production line,” said Ingalls Shipbuilding President Brian Blanchette. “The DDG 135 pilot is proof that we can expand capacity across the program while allowing our skilled Ingalls shipbuilders to focus on final assembly, integration and testing.”
Photos accompanying this release are available at: https://www.hii.com/news/hiis-ingalls-shipbuilding-erects-first-grand-blocks-built-by-distributed-shipbuilding-partners-on-thad-cochran-ddg-135.
Since 2023, Ingalls has built an expanded network of qualified fabrication partners through a structured evaluation process that included technical capability assessments, workforce reviews, quality system verification and close collaboration with Portfolio Acquisition Executive Maritime’s Supervisor of Shipbuilding, Conversion and Repair Gulf Coast (SSGC). All partners are fully integrated into HII’s quality and material-control systems, ensuring consistency with shipyard production standards.
Building on the success of Thad Cochran, outsource work is also underway for John F. Lehman (DDG 137) and Telesforo Trinidad (DDG 139) by five different partnering companies that support Ingalls-destroyer construction. To date, all of the off-site production contracts have been awarded for 32 structural and pre-outfitted units for DDG 137 and 37 units for DDG 139. Of those units, the first two for DDG 137 have already arrived at Ingalls Shipbuilding ahead of the previously announced start of fabrication ceremony that took place July 1, marking another advantage as outsourced units are phased into the Ingalls construction processes for destroyers.
“Early deliveries for DDG 137 units show the model is not only repeatable but scalable,” said Blanchette. “Pushing work outside yard increases capacity. We have more hands working on more units that enables more work to be done in parallel and can contribute to accelerating the build by the Ingalls team. I’m confident as more partners come online and produce larger, more outfitted units, over time we expect to gain additional schedule efficiency while expanding capacity across multiple ship classes.”
There are 40 ships under construction at both HII shipyards and the shipyards will deliver five ships over the next 12 months, including an Arleigh Burke-class destroyer. To sustain this momentum, HII is counting on distributed shipbuilding to help increase the throughput to meet a generational demand. Combined, HII doubled its distributed shipbuilding last year, and has a goal of increasing it by an additional 30% this year.
About HII
HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.
With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 44,000 strong. For more information, visit:
HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii Contact:
Valmont Industries za poslední rok vzrostl o 64,6 % díky silné poptávce po infrastruktuře a vyšší provozní efektivitě. Brownfield expanze přidaly asi 95 milionů USD roční kapacity a podpořily backlog kolem 1,65 miliardy USD.
Key Takeaways Valmont gained 64.6% as utility infrastructure demand strengthened performance.Brownfield expansions added about $95 million in annual capacity and supported a $1.65 billion backlog.Automation, restructuring and lower expenses drove margin expansion and earnings growth. Valmont Industries, Inc. (VMI - Free Report) shares have rallied 64.6% in the past year. The company has also outperformed the Zacks Steel - Pipe and Tube industry’s 53.5% growth over the same time frame. The rally has been driven by robust demand in utility infrastructure and optimization of operational cost structure and manufacturing efficiency. The restructuring initiatives have widened margins, reinforcing investor outlook.
Let’s take a look at the factors that are driving VMI stock.
Valmont's strong performance over the past year has been driven by the momentum in its Infrastructure business and the successful implementation of operational improvement initiatives. Robust demand for grid modernization, electrification, data centers, AI-driven requirements and infrastructure supported Valmont.
Following this, the company focused more on brownfield capacity expansions to increase production capabilities and optimized manufacturing efficiency, adding roughly $95 million in annual revenue capacity. These investments supported higher volumes, favorable pricing and margin expansion while helping Valmont build a strong backlog of approximately $1.65 billion. Management expects industry demand to continue, positioning the company to benefit from a multi-year utility investment cycle.
At the same time, Valmont strengthened profitability through disciplined execution and continuous operational improvement initiatives. The company streamlined its structure, optimized resource allocation and lowered corporate expenses while undertaking restructuring plans.
Manufacturing efficiency improved through automation, AI-enabled scheduling and planning tools, workflow redesign and productivity enhancements across multiple facilities, driving consistent margin expansion and earnings growth. It also continued investing in its Agriculture business by expanding its AgSense digital irrigation solutions and launching the ICON+ control system to broaden revenue opportunities. Strategic acquisitions, including the remaining stake in ConcealFab, further enhanced its digital irrigation and telecommunications segment. Disciplined capital allocation, share repurchases and higher earnings guidance during the year reinforced investor confidence in Valmont's long-term growth prospects.
VMI’s Zacks Rank & Other Key Picks
VMI currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the Basic Materials space are Kronos Worldwide, Inc. (KRO - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Albemarle Corporation (ALB - Free Report) .
While KRO sports a Zacks Rank #1 (Strong Buy) at present, CRS and ALB carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KRO’s 2026 loss is pinned at 33 cents per share, indicating a 65.63% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in one of the trailing four quarters and missed the rest. KRO’sshares have gained 1% over the past year.
The Zacks Consensus Estimate for CRS’ 2026 earnings is pegged at $10.56 per share, indicating a rise of 41.18% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.95%.
The Zacks Consensus Estimate for ALB’s current fiscal-year earnings is pinned at $13.06 per share, indicating a 1,753.16% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing it one, with an average surprise of 74.5%. ALB’sshares have gained 82.8% over the past year.
Vishay Intertechnology získala certifikaci CMMC Level 2, která potvrzuje splnění požadavků pro práci s citlivými informacemi v programech amerického ministerstva obrany. Firma tak může dál podporovat obranné zakázky vyžadující CUI.
MALVERN, Pa., July 15, 2026 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today announced that the company has successfully achieved Level 2 Cybersecurity Maturity Model Certification (CMMC), confirming that its cybersecurity practices, processes, and governance meet the requirements for handling Federal Contract Information (FCI) and Controlled Unclassified Information (CUI) within Department of Defense (DoD) programs.
The CMMC program was established by the DoD to verify that contractors and suppliers adequately protect sensitive defense information. As CMMC requirements are phased into defense contracts and supply chains, Level 2 certification enables participation in programs requiring secure processing, storage, and transmission of CUI while supporting compliance with evolving Defense Federal Acquisition Regulation Supplement (DFARS) and DoD cybersecurity standards.
Vishay is a critical supplier of electronic components for defense, aerospace, and national security applications, making CMMC compliance increasingly essential to continued participation in U.S. defense programs and supply chains. The certification enables the company to support programs requiring CUI exchange, participate in solicitations and contracts with CMMC requirements, and maintain compliant information workflows.
CMMC Level 2 certification validates Vishay’s implementation of cybersecurity controls and documented processes for safeguarding sensitive information throughout the product lifecycle. These measures include controlled access environments, encrypted communications, secure file transfer processes, ongoing monitoring, employee training, and continuous improvement initiatives.
“Achieving CMMC Level 2 certification reflects Vishay’s long standing commitment to protecting sensitive customer and program information,” said Michael O’Sullivan, executive vice president, chief administrative and legal officer, legal services, at Vishay. “Having achieved CMMC Level 2 certification, well ahead of full enforcement requirements, we’re well positioned to support defense and aerospace customers, help ensure continuity of supply for critical applications, and reduce program risk.”
Vishay manufactures one of the world’s largest portfolios of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets. Serving customers worldwide, Vishay is The DNA of tech.® Vishay Intertechnology, Inc. is a Fortune 1000 Company listed on the NYSE (VSH). More on Vishay at www.Vishay.com.
The DNA of tech® is a registered trademark of Vishay Intertechnology, Inc.
Vishay on Facebook: http://www.facebook.com/VishayIntertechnology
Vishay Twitter feed: http://twitter.com/vishayindust
Link to DNA of Tech image:
https://www.flickr.com/photos/vishay/50342588442/sizes/l/
For more information please contact:
Vishay Intertechnology
Peter Henrici, +1 408 567-8400 [email protected]
or
Redpines
Bob Decker, +1 415 409-0233 [email protected]
Conagra Brands oznámila za 4. fiskální čtvrtletí tržby zhruba 2,7 mld. USD, které zůstaly beze změny, ale upravený zisk na akcii klesl na 0,47 USD z 0,56 USD. Firma zároveň snížila dividendu o 50 % na anualizovanou sazbu 0,70 USD na akcii a na fiskální rok 2027 čeká pokles organických tržeb o 1 % až 3 %.
Tomato Prices Are Spiking, and These 2 Food Stocks Could Feel the SqueezeConagra Brands NYSE: CAG reported fourth-quarter fiscal 2026 results that were within its original full-year guidance ranges, while newly appointed CEO John Brase outlined a plan to restore margins, increase investment and simplify the packaged foods company’s operations.
Brase, speaking on his first earnings call as CEO, said Conagra’s results came in a “dynamic environment” but also showed “the continued need to take bold action to unlock our full potential.” He said the company has strong brands, attractive categories, innovation capabilities and a foundation in technology and artificial intelligence, but acknowledged several areas needing improvement.
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Conagra Stock Yields Nearly 9% After a 60% Decline—Time to Buy?“Our focus on volume and margin has become imbalanced,” Brase said, adding that Conagra has reached an inflection point after investments helped improve volumes and strengthen its market position. “The next phase is to translate that momentum into stronger profitability with a focus on restoring margin.”
Fourth-Quarter Sales Flat, Margins Down CFO Dave Marberger said fourth-quarter organic net sales were approximately $2.7 billion, flat with the prior year. Volumes declined 1.6%, while price mix increased 1.6%. Adjusted gross margin was 24.5%, and adjusted operating margin was 11.7%, down from the prior year but improved sequentially from the third quarter. Adjusted earnings per share were $0.47, compared with $0.56 a year earlier.
5 Under-the-Radar Consumer Staples Stocks With Pricing PowerFor the full fiscal year, organic net sales declined 0.4%, adjusted operating margin was 11.3%, and adjusted EPS was $1.72. Marberger said all three metrics were within Conagra’s original fiscal 2026 guidance ranges.
Segment results were mixed. Grocery & Snacks posted about $1.2 billion in fourth-quarter net sales, with organic net sales up 0.5%, driven by growth in snacks and partially offset by weakness in grocery. Refrigerated & Frozen also generated about $1.2 billion in net sales, with organic net sales down 0.5%. Marberger said volumes in that segment grew modestly, helped by volume share gains in frozen meals and vegetables and the benefit of lapping prior-year supply constraints.
International organic net sales declined 2.4%, as growth in Mexico was more than offset by softer volumes in Canada and global markets. Foodservice organic net sales rose 1.8%, marking the fourth consecutive quarter of organic growth.
Inflation and Investment Pressured Profitability Marberger said fourth-quarter adjusted operating margin declined 215 basis points from the prior year to 11.7%. Price mix contributed 90 basis points to margin, as inflation-justified pricing actions more than offset incremental merchandising investments. However, total inflation, including core inflation and gross tariffs, remained elevated at approximately 6.5%.
He cited ongoing inflation in beef and edible oil, along with more recent increases tied to crude oil and logistics. Core productivity, including tariff mitigation, was more than 5% of cost of goods sold and included about $6 million of tariff refunds. Those benefits were partly offset by unfavorable operating leverage from lower internal production volumes, which Marberger attributed mainly to pricing elasticity and actions to reduce inventory levels.
Adjusted EPS declined in the quarter due to lower adjusted operating profit as inflation exceeded productivity, lower adjusted equity earnings from the Ardent Mills joint venture and reduced profit from divested businesses. Favorability in the tax rate and the benefit of a 53rd week partially offset those pressures.
CEO Sets Four Priorities Brase identified four priorities for Conagra: stabilizing and restoring margins, increasing investment in brands and supply chain, simplifying the portfolio and organization, and rebalancing capital allocation.
He said the company has “sacrificed a significant amount of margin” over the past several years because of inflation and a focus on driving volume, particularly in frozen foods. Conagra plans to target productivity of more than 4% and implement strategic, inflation-justified pricing actions where necessary, with special emphasis on frozen products.
Brase cautioned that these pricing actions may pressure volumes in the short term but said they are needed to restore margins and fund investments for long-term category and business health.
The company also plans to increase advertising spending to about 3% of net sales in fiscal 2027, a 14% year-over-year increase, with a focus on frozen meals and meat snacks. Brase said the company will also increase capital investment in its supply chain to improve service, resilience and productivity.
Brase repeatedly emphasized “radical simplicity,” saying Conagra has operated with a portfolio that is “too large and too complex for too long.” He said the company will review where it has the right to win, actively manage the portfolio for better growth and stronger margins, and evaluate strategic options for non-core businesses.
Dividend Cut Aimed at Financial Flexibility Conagra also announced that its board approved a quarterly dividend at an annualized rate of $0.70 per share, a 50% reduction from the prior rate. Marberger said the revised dividend is expected to provide about $335 million in additional discretionary cash on an annualized basis.
The company plans to use that cash for debt reduction, brand-building investments, and supply chain and modernization initiatives. Marberger said the action resets Conagra’s dividend payout ratio near its long-term target of 50% to 55% and supports the company’s investment-grade credit rating.
Conagra reduced net debt by nearly $1 billion in fiscal 2026, and its net leverage ratio ended the year at 3.83 times. The company continues to target long-term leverage of three times.
Fiscal 2027 Outlook Calls for Lower Sales and EPS For fiscal 2027, Conagra expects organic net sales to decline 1% to 3%, adjusted operating margin of 10% to 10.5%, and adjusted EPS of $1.40 to $1.50.
Marberger said the outlook includes planned inflation-justified pricing actions and associated volume impacts. The company expects volumes to decline in the mid-single digits, assuming larger-than-historical elasticities, especially in frozen.
Conagra expects inflation to remain elevated throughout fiscal 2027, driven largely by oil-related costs, logistics and animal protein such as beef. The company also expects about $40 million in expense from wrapping a portion of last year’s tariff mitigation, equal to roughly 0.5% of cost of goods sold. Productivity is expected to exceed 4% of cost of goods sold.
In the first quarter, Conagra expects organic net sales to decline in the low single digits and adjusted operating margin in the high single digits, reflecting category trends, the wrap from fiscal 2026 pricing actions, heightened inflation and increased advertising and promotion spending.
Brase said Conagra is developing a longer-term strategic roadmap and expects to share more at an Investor Day in early calendar 2027. “We’ll be honest about where we stand and what we need to do to deliver consistent and reliable results,” he said.
About Conagra Brands NYSE: CAGConagra Brands, Inc is a leading packaged foods company based in Chicago, Illinois, with a broad portfolio of shelf-stable, frozen and refrigerated foods marketed under familiar brands. The company develops, produces and distributes a wide range of consumer food products, serving both retail grocery and foodservice channels. Conagra's product lineup includes frozen entrees, snacks, condiments, baking goods and desserts, providing convenient meal solutions for consumers across North America and select international markets.
Among its well-known brands are Birds Eye, Healthy Choice, Lean Cuisine, Marie Callender's and Banquet in the frozen foods category, as well as Hunt's sauces, Orville Redenbacher's popcorn, Slim Jim meat snacks and Reddi-wip toppings.
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 Conagra Brands Right Now?Before you consider Conagra Brands, you'll want to hear this.
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Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.
"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
Analytici čekají, že ServisFirst Bancshares vykáže zisk 1,57 USD na akcii a tržby 167,92 milionu USD, což je meziročně o 29,8 % a 19,4 % více. Odhad EPS za posledních 30 dní zůstal beze změny.
Wall Street analysts forecast that ServisFirst Bancshares (SFBS - Free Report) will report quarterly earnings of $1.57 per share in its upcoming release, pointing to a year-over-year increase of 29.8%. It is anticipated that revenues will amount to $167.92 million, exhibiting an increase of 19.4% compared to the year-ago quarter.
Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link 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 ServisFirst metrics that are commonly tracked and projected by analysts on Wall Street.
Analysts forecast 'Efficiency Ratio' to reach 29.5%. Compared to the present estimate, the company reported 33.5% in the same quarter last year.
It is projected by analysts that the 'Net Interest Margin' will reach 3.6%. Compared to the current estimate, the company reported 3.1% in the same quarter of the previous year.
Analysts' assessment points toward 'Average Balance - Interest-earning Assets' reaching $17.47 billion. The estimate is in contrast to the year-ago figure of $17.08 billion.
The average prediction of analysts places 'Net Interest Income' at $156.34 million. Compared to the present estimate, the company reported $131.69 million in the same quarter last year.
View all Key Company Metrics for ServisFirst here>>>
ServisFirst shares have witnessed a change of +4.7% in the past month, in contrast to the Zacks S&P 500 composite's +1.6% move. With a Zacks Rank #3 (Hold), SFBS is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
GoDaddy spustila Developer Platform, která propojuje vyhledávání, nákup a konfiguraci domény přímo do vývojářských nástrojů. Cílí na rychlejší AI řízené vytváření webů a aplikací bez přepínání do prohlížeče.
Developer Platform accelerates AI-powered building with new end-to-end domain lifecycle offering
, /PRNewswire/ -- GoDaddy (NYSE: GDDY), the world's largest domain registrar, announced the launch of the GoDaddy Developer Platform, a developer offering designed for a world where AI agents, coding assistants and automated workflows are increasingly doing the work of getting a business online.
AI coding tools already help developers build websites and applications, but finding, registering and configuring a domain still requires users to leave their development environment, visit a registrar website and complete several steps manually.
The GoDaddy Developer Platform brings these steps together into a single workflow leveraging the tools developers already use including terminals, coding assistants and AI chat experiences. This means developers can complete key domain tasks without switching to a browser.
"AI is fundamentally changing how software is created and the infrastructure behind the internet has to evolve with it," said Travis Muhlestein, chief technology officer of product AI at GoDaddy. "Our Developer Platform now connects GoDaddy domain services directly into developer tools, giving our customers, whether they have one domain or thousands, the ability to complete the entire domain lifecycle. The result is faster domain search, purchase and configuration – going from idea to a live online presence in minutes."
A Platform Designed for Developers and AI Agents
The GoDaddy Developer Platform includes:
New domain APIs – Programmatic access to domain search and name suggestions, availability and account-specific pricing, purchase, DNS configuration and domain management through a single platform Modern authentication – Scoped open authorization (OAuth) tokens that let developers grant AI agents precisely the access they need and nothing more Agent-safe execution – Built-in scoped permissions, explicit price confirmation before any purchase, and confirmation flows for irreversible actions so that buying authority is designed to remain with the developer or account owner New command-line interface (CLI) – Brings the full platform to the command line, built for developers in a terminal and the AI coding agents that increasingly work alongside them Rebuilt developer portal – Open access to LLM-optimized documentation, CLI downloads and guided onboarding designed to get developers from sign-up to a successful API call in minutes Today's launch of GoDaddy's Developer Platform is focused on the end-to-end domain lifecycle but marks a new chapter for anyone managing domains at scale. The reimagined platform is designed for individual developers, web designers, agencies, domain investors and resellers that build on behalf of clients or automate repetitive work.
"GoDaddy's Developer Platform is built for the next generation of builders," said Muhlestein.
Future platform phases may expand into investor workflows, aftermarket APIs, automated domain repair, bulk operations, reseller tooling and additional GoDaddy product APIs.
The free GoDaddy Developer Platform is available now to users across the globe. Existing customers using legacy APIs can continue to use those without disruption but also have the ability to switch to the new beta at any time.
To experience the GoDaddy Developer Platform and to learn more, visit us.godaddy/developer-platform.
About GoDaddy
GoDaddy, the world's largest domain name registrar, helps millions of entrepreneurs globally start, grow, and scale their businesses. People come to GoDaddy to name their idea, build a website and logo, sell their products and services and accept payments. GoDaddy Airo®, the company's AI-powered experience, makes growing a small business faster and easier by helping them to get their idea online in minutes, drive traffic and boost sales. GoDaddy's expert guides are available 24/7 to provide assistance. To learn more about the company, visit www.GoDaddy.com.
KULR dodá bateriové systémy KULR ONE Space pro autonomní platformu JOY od Icarus Robotics, která má zamířit k ISS. Mise je cílená na začátek roku 2027.
KULR ONE Space to power Icarus Robotics’ JOY autonomous free-flying robotic platform for an upcoming mission aboard the International Space Station
HOUSTON, July 15, 2026 (GLOBE NEWSWIRE) -- KULR Technology Group, Inc. (NYSE American: KULR) (the "Company" or "KULR"), a developer of safe, high-power energy systems that enable physical AI across space, defense, drones, data centers, robotics, and other mission-critical applications, today announced that Icarus Robotics (“Icarus”), an autonomous space robotics company, has selected KULR as the battery provider for JOY, its free-flying robotic platform, which is bound for the International Space Station.
Under the agreement, KULR will supply its KULR ONE Space (K1S) battery systems -- engineered to NASA safety standards and proven on the Artemis II crewed lunar mission -- to power JOY’s onboard systems as it performs autonomous navigation, maneuvering, and operations aboard the orbiting station.
“Icarus Robotics represents exactly the type of next-generation space company KULR ONE Space was built to support,” said Michael Mo, Chief Executive Officer of KULR Technology Group. “Autonomous robotics in orbit demand safe, reliable, flight-ready energy systems that perform in mission-critical environments where there is no margin for error. We are proud to power Icarus as it advances a new category of robotic capability for the ISS and future commercial space stations.”
Based in New York City, Icarus Robotics builds general-purpose robotic systems for space operations powered by embodied AI. Its robot, JOY, is built to perform autonomous, free-flying operations that assist with routine tasks, infrastructure maintenance, and future commercial space station activities, freeing astronauts to focus on higher-value research and mission objectives.
JOY is targeted to fly in early 2027, making it the most advanced free-flying robotic platform ever sent to the ISS as part of JOYRIDE-1. By integrating KULR ONE Space battery systems, Icarus draws on KULR’s space-qualified battery architecture, thermal management expertise, and NASA heritage to meet the demanding safety and reliability requirements of human-rated space environments.
“Our goal is to make autonomous robots a standard part of how space stations operate, handling the routine work so crews can focus on the science,” said Ethan Barajas, CEO of Icarus Robotics. “JOY is the first step, and it only works if every system underneath it is dependable enough to run unattended in orbit. That's why we turned to KULR for the energy that keeps it flying.”
The KULR ONE Space battery system is built on KULR’s lightweight REACH battery architecture, delivering high energy density at low mass. K1S systems incorporate strategically selected cells qualified through Initial Lot Assessment (ILA), Lot Acceptance Testing (LAT), and NASA WI-37A cell screening protocols.
KULR CEO Michael Mo added a broader view of the Company’s strategy:
“The next phase of space infrastructure won’t be defined by compute alone. Orbital systems can’t be serviced by technicians, so the robots that inspect, repair, and assemble them — and the batteries that power them — are essential to keeping that infrastructure running safely. This agreement reflects where KULR ONE is headed: the energy and power platform for physical AI, where autonomous systems in orbit must carry both their own intelligence and their own energy.”
This agreement expands KULR’s role as a battery systems provider for the commercial space industry. It builds on KULR’s space heritage, including battery systems designed to meet NASA safety requirements for Artemis crewed spaceflight, an active rideshare mission with Exolaunch aboard a SpaceX launch vehicle, and supply relationships with multiple commercial space operators. KULR’s Webster, Texas manufacturing and R&D facility will support production and qualification testing for the Icarus battery systems.
About KULR Technology Group, Inc.
KULR Technology Group, Inc. (NYSE American: KULR) is an energy-systems platform company that designs and manufactures safe, high-power battery solutions for physical AI and other mission-critical applications. Its KULR ONE® platform integrates advanced battery architecture, thermal management, safety engineering, battery management systems, and power electronics to serve space and defense, drones and electric aviation, AI data-center backup, robotics, and Energy-as-a-Service markets. Based in Webster, Texas, KULR is scaling domestic production to support the growing energy demands of physical AI and autonomous systems. Learn more at KULR.ai.
Investor Relations:
KULR Technology Group, Inc.
Phone: 858-866-8478 x 847
Email: [email protected]
Safe Harbor Statement
This release contains certain forward-looking statements based on our current expectations, intentions and assumptions that involve risks and uncertainties. Forward-looking statements in this release are based on information available to us as of the date hereof. Our actual results may differ materially from those stated or implied in such forward-looking statements, due to risks and uncertainties associated with our business, which include the risk factors disclosed in our Form 10-K filed with the Securities and Exchange Commission on March 31, 2026, as may be amended or supplemented by other reports we file with the Securities and Exchange Commission from time to time. Forward-looking statements include statements regarding our expectations, beliefs, intentions, or strategies regarding the future and can be identified by forward-looking words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “should,” and “would” or similar words. All such forward-looking statements that are provided by management in this release are based on information available at this time, and management expects that internal expectations may change over time. These statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Except as otherwise required by applicable law, we assume no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise.
About Icarus Robotics
Icarus Robotics is building the robotic labor force for space through general-purpose robotic systems powered by embodied AI. Founded in 2024 and headquartered in New York, the company is one of the first working to bring embodied AI to space operations, creating human-controlled robots that learn from demonstrations and scale across space labor tasks. Starting with commercial space stations and expanding to orbital construction and infrastructure maintenance, Icarus enables astronauts to focus on high-value research instead of routine work.
Find Icarus Robotics: Website | X | LinkedIn
Icarus Robotics Media Contact:
150Bond
Phone: 646-749-4414
Email: [email protected]
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/72fefd5d-3c66-4cb9-af4d-2cc688e8a827
Summit prodává práva k antibiotiku ridinilazole společnosti Biossil za 500 tisíc USD předem, až 104,5 milionu USD v milnících a podíl na tržbách z prodeje. Firma tím posiluje fokus na onkologii.
Key Takeaways Summit sold ridinilazole rights to Biossil for upfront cash, milestones and royalties.SMMT's phase III ridinilazole program missed its primary endpoint despite encouraging exploratory benefits.Summit said the divestiture supports its strategic focus on developing ivonescimab in oncology. Summit Therapeutics (SMMT - Free Report) has entered into an agreement with Toronto-based Biossil Inc. to divest its investigational antibiotic candidate, ridinilazole. The late-stage asset was being developed for the treatment of patients with clostridioides difficile infection (CDI), a serious bacterial infection of the colon.
Financial Terms of Summit’s Deal With BiossilPer the agreement, Biossil will assume responsibility for the further development and commercialization of ridinilazole.
In return, Summit will receive an upfront payment of $500,000 and will be eligible for up to $104.5 million in regulatory and commercial milestone payments. The company is eligible to receive tiered royalties on future net sales of the product.
Year to date, Summit's shares have lost 11.6% compared with the industry’s 2.8% decline.
Image Source: Zacks Investment Research
Ridinilazole's Clinical ProfileSummit evaluated ridinilazole in the phase III Ri-CoDIFy program, combining the Ri-CoDIFy 1 and Ri-CoDIFy 2 studies for patients with CDI, versus vancomycin, the standard of care in 2021, with a twice-daily dosing regimen.
Although the primary endpoint of these studies was not met, the antibiotic showed several clinically encouraging exploratory benefits. These include better preservation of the gut microbiome, lower recurrence rates, reduced toxin production, favorable tolerability and a convenient dosing regimen compared with the current standard of care.
Summit held a Type C meeting with the FDA in 2022 to discuss a possible pathway to advance ridinilazole with the goal of achieving marketing authorization. Following the meeting, the company determined that ridinilazole would likely require at least one additional phase III study to support regulatory approval. Conducting another large-scale CDI study would have required significant time and financial resources, with an uncertain likelihood of success. As a result, the company decided to seek a development partner or divest the asset rather than continue its development independently.
Clostridioides difficile infection is a contagious bacterial infection of the colon that causes severe diarrhea and inflammation and can lead to serious complications such as sepsis, bowel perforation and death. It is a major healthcare-associated infection, causing nearly 500,000 cases and contributing to more than 29,000 deaths annually in the United States.
Summit Shifts Strategic Focus to OncologySummit believes Biossil's AI-driven drug development platform is well-positioned to further advance the ridinilazole program. The divestiture also enables Summit to sharpen its strategic focus on oncology, particularly the development of its lead investigational oncology drug, ivonescimab.
Ivonescimab is currently being evaluated in multiple late-stage clinical studies across several treatment settings in non-small cell lung cancer (NSCLC) and colorectal cancer. Summit is developing the therapy in partnership with China-based Akeso. In January, the FDA accepted Summit’s biologics license application (BLA), seeking approval of ivonescimab plus chemotherapy for patients with EGFR-mutated, locally advanced or metastatic non-squamous NSCLC who have progressed after treatment with third-generation EGFR-TKIs. The BLA filing was based on encouraging results from the phase III HARMONi study. The FDA decision is expected by Nov. 14, 2026.
SMMT’s Zacks Rank & Stocks to ConsiderSummit currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Neurocrine Biosciences (NBIX - Free Report) , Amarin Corporation (AMRN - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Neurocrine Biosciences’ 2026 earnings per share have risen from $9.15 to $9.48. Over the same period, EPS estimates for 2027 have increased from $10.23 to $10.79. NBIX shares have gained 21.3% year to date.
Neurocrine Biosciences’ earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 9.08%.
Over the past 60 days, loss-per-share estimates for Amarin Corporation have narrowed from $15.20 to 65 cents for 2026. Over the same period, estimates for loss per share have also narrowed from $13.00 to 51 cents for 2027. AMRN shares have risen 3% year to date.
Amarin Corporation’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 50.02%.
Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $2.97. Over the same period, EPS estimates for 2027 have risen to $4.92 from $4.81. LQDA shares have gained 121.8% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.
UroGen získal od USPTO oznámení o udělení patentu pro léčbu recidivujícího LG-IR-NMIBC bez TURBT. Po udělení má patent vypršet v červenci 2044 a posiluje ochranu ZUSDURI a UGN-103, přičemž ochrana UGN-103 má podle původní zprávy trvat do prosince 2044.
July 15, 2026 08:00 ET | Source: UroGen Pharma Ltd.
PRINCETON, N.J., July 15, 2026 (GLOBE NEWSWIRE) -- UroGen Pharma Ltd. (Nasdaq: URGN), a biotech company dedicated to developing and commercializing innovative solutions that treat urothelial and specialty cancers, today announced that it has received a Notice of Allowance from the U.S. Patent and Trademark Office (USPTO) for patent application no. 18/784,354 entitled “Treatment of Low-Grade Intermediate-Risk Non-Muscle-Invasive Bladder Cancer With a Thermally Gelling Pharmaceutical Composition Containing Mitomycin.” The allowed claims cover methods of treating patients with recurrent, low-grade intermediate-risk non-muscle invasive bladder cancer (LG-IR-NMIBC) without a transurethral resection of a bladder tumor (TURBT), supported by data from the ENVISION and ATLAS clinical trials. The U.S. patent, once issued, will have an expiration date in July 2044.
“This patent allowance further strengthens the intellectual property foundation supporting ZUSDURI and our UGN-103 investigational medicine, if approved, and underscores the innovation behind our proprietary RTGel® technology,” said Liz Barrett, President and Chief Executive Officer of UroGen. “Supported by data from the ENVISION and ATLAS trials of ZUSDURI, these patent claims reflect the ability of our RTGel-based technology to deliver mitomycin as a primary, non-surgical treatment option for adults with recurrent LG-IR-NMIBC without a TURBT. We believe this approach helps patients achieve highly durable recurrence-free intervals while reducing the burden of repeat surgical interventions.”
Building on the growing body of clinical evidence supporting ZUSDURI and UGN-103, UroGen remains focused on advancing its proprietary RTGel technology and developing innovative therapies that have the potential to expand non-surgical treatment options for patients with urothelial cancers and strengthen the company’s long-term growth opportunities.
About ZUSDURI
ZUSDURI (mitomycin) for intravesical solution is an innovative drug formulation of mitomycin, approved for the treatment of adults with recurrent LG-IR-NMIBC. Utilizing UroGen’s proprietary RTGel technology (a sustained release, hydrogel-based formulation), ZUSDURI is delivered directly into the bladder by a trained healthcare professional using a urinary catheter in an outpatient setting, thereby enabling the treatment of tumors by non-surgical means.
About UGN-103
In January 2024, UroGen entered into a licensing and supply agreement with medac to develop UGN-103 for recurrent LG-IR-NMIBC. UGN-103 is designed to reinforce and extend the clinical and commercial profile of ZUSDURI, the first and only FDA-approved treatment for adults with recurrent LG-IR-NMIBC. The program maintains UroGen’s innovative and proven RTGel technology, enabling sustained mitomycin exposure in the bladder, while incorporating next-generation enhancements, including a more streamlined manufacturing process and simplified reconstitution to support improved ease of use in clinical practice. UroGen holds U.S. patents covering the combination of its proprietary RTGel technology with medac’s licensed lyophilized mitomycin formulation, as well as the use of UGN-103 in LG-IR-NMIBC, with intellectual property protection expected to extend into December 2041.
About UroGen Pharma Ltd.
UroGen is a biotech company dedicated to developing and commercializing innovative solutions that treat urothelial and specialty cancers because patients deserve better options. UroGen has developed RTGel reverse-thermal hydrogel, a proprietary sustained-release, hydrogel-based platform technology that has the potential to improve the therapeutic profiles of existing drugs. UroGen’s sustained release technology is designed to enable longer exposure of the urinary tract tissue to medications, making local therapy a potentially more effective treatment option. Our first product to treat low-grade upper tract urothelial cancer and our second product, ZUSDURI (mitomycin) for intravesical solution for adult patients with recurrent LG-IR-NMIBC, are designed to ablate tumors by non-surgical means. UroGen is headquartered in Princeton, NJ with operations in Israel.
Visit www.UroGen.com to learn more or follow us on X (formerly Twitter), @UroGenPharma.
About medac
At medac group, we believe that health is humanity’s most valuable resource. Since 1970, our mission has been to improve patients’ quality of life worldwide by making the best medical treatments available. As a globally operating pharmaceutical company headquartered in Germany, we provide high-quality medical treatments for patients worldwide in over 90 countries. With more than 2,000 employees, we are committed to improving human health.
Our products are manufactured in Germany and other European countries to the highest standards, utilizing our own logistics center and production sites, and subsequently distributed worldwide.
We are constantly working to improve authorized medicines and to develop innovative therapies in the fields of rheumatology, urology, hematology, and oncology. Part of our mission is to provide safe, high-quality and innovative original products, as well as generics and biosimilars. In this way, we make vital treatments accessible to those affected.
For more information, please visit www.medac-group.com.
APPROVED USE FOR ZUSDURI
ZUSDURI (mitomycin) for intravesical solution is a prescription medicine used to treat adults with a type of cancer of the lining of the bladder called low-grade intermediate risk non-muscle invasive bladder cancer (LG-IR-NMIBC) after previously receiving bladder surgery to remove tumor that did not work or is no longer working.
IMPORTANT SAFETY INFORMATION
You should not receive ZUSDURI if you have a hole or tear (perforation) of your bladder or if you have had an allergic reaction to mitomycin or to any of the ingredients in ZUSDURI.
Before receiving ZUSDURI, tell your healthcare provider about all of your medical conditions, including if you:
have kidney problemsare pregnant or plan to become pregnant. ZUSDURI can harm your unborn baby. You should not become pregnant during treatment with ZUSDURI. Tell your healthcare provider right away if you become pregnant or think you may be pregnant during treatment with ZUSDURI. Females who are able to become pregnant: You should use effective birth control (contraception) during treatment with ZUSDURI and for 6 months after the last dose.
Males being treated with ZUSDURI: You should use effective birth control (contraception) during treatment with ZUSDURI and for 3 months after the last dose.
are breastfeeding or plan to breastfeed. It is not known if ZUSDURI passes into your breast milk. Do not breastfeed during treatment with ZUSDURI and for 1 week after the last dose.
How will I receive ZUSDURI?
You will receive your ZUSDURI dose from your healthcare provider 1 time a week for 6 weeks into your bladder through a tube called a urinary catheter. It is important that you receive all 6 doses of ZUSDURI according to your healthcare provider’s instructions.If you miss any appointments, call your healthcare provider as soon as possible to reschedule your appointment.During treatment with ZUSDURI, your healthcare provider may tell you to take additional medicines or change how you take your current medicines.
After receiving ZUSDURI:
ZUSDURI may cause your urine color to change to a violet to blue color. Avoid contact between your skin and urine for at least 24 hours.To urinate, males and females should sit on a toilet and flush the toilet several times after you use it. After going to the bathroom, wash your hands, your inner thighs, and genital area well with soap and water.Clothing that comes in contact with urine should be washed right away and washed separately from other clothing.
The most common side effects of ZUSDURI include: increased blood creatinine levels, increased blood potassium levels, trouble with urination, decreased red blood cell counts, increase in certain blood liver tests, increased or decreased white blood cell counts, urinary tract infection, and blood in your urine.
You are encouraged to report negative side effects of prescription drugs to the FDA.
Visit www.fda.gov/medwatch or call 1-800-FDA-1088. You may also report side effects to UroGen Pharma at 1-855-987-6436.
Please see ZUSDURI Full Prescribing Information, including the Patient Information, for additional information.
Forward-Looking Statements
This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding: the potential approval of UroGen’s U.S. patent application covering methods of treating patients with recurrent LG-IR-NMIBC without a TURBT, and the expected expiration date of such patent in July 2044; the expected benefits of the new U.S. patent allowance, including strengthening UroGen’s intellectual property foundation and demonstrating the innovation behind UroGen’s proprietary RTGel technology; the potential of UGN-103, if approved, to advance care for adult patients with recurrent LG-IR-NMIBC, build on UroGen’s leadership in uro-oncology, expand its commercial portfolio, drive long-term growth supported by streamlined manufacturing and reconstitution processes and extend intellectual property protection into December 2044; the potential benefits of ZUSDURI and UGN-103, if approved, including its potential to achieve highly durable recurrence-free intervals while reducing the burden of repeat surgical interventions; the potential of UroGen’s proprietary RTGel technology to improve therapeutic profiles of existing drugs other than mitomycin and expand non-surgical treatment options for patients with urothelial cancers; and UroGen’s sustained release technology making local delivery a potentially more effective treatment option. Words such as “believe,” “can,” “estimated,” “expect,” “may,” “plan,” “potential,” or other words that convey uncertainty of future events or outcomes are used to identify these forward-looking statements. These statements are subject to a number of risks, uncertainties and assumptions, including, but not limited to: preliminary clinical results may not be indicative of results that may be observed in the future; potential safety and other complications related to UroGen’s products and product candidates; risks related to our and our licensors’ ability to protect our respective patents and other intellectual property, including the fact that UroGen’s or our licensors’ pending patent applications may not be successful, and in such event, the duration of intellectual property protection would be more limited; the ability to maintain regulatory approval; complications associated with commercialization activities; labeling limitations; competition in UroGen’s industry; the scope, progress and expansion of developing and commercializing UroGen’s products and product candidates; the size and growth of the market(s) therefor and the rate and degree of market acceptance thereof vis-à-vis alternative therapies or procedures, such as surgery; UroGen’s ability to attract or retain key management, members of the board of directors and other personnel; UroGen’s RTGel technology and UroGen’s products and product candidates may not perform as expected; the data from the UTOPIA trial may not be sufficient to support approval of UGN-103; UroGen may not successfully develop and receive regulatory approval of any other product that incorporates RTGel technology; and the impacts of general macroeconomic and geopolitical conditions on UroGen’s business and financial position. In light of these risks and uncertainties, and other risks and uncertainties that are described in the Risk Factors section of UroGen’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the SEC on May 6, 2026, the events and circumstances discussed in such forward-looking statements may not occur, and UroGen’s actual results could differ materially and adversely from those anticipated or implied thereby. Any forward-looking statements speak only as of the date of this press release and are based on information available to UroGen as of the date of this release.
SummaryTesla, Inc. delivered record Q2 2026 volumes, but quality of demand is deteriorating amid heavy incentives and falling average selling prices.Despite strong top-line growth, TSLA faces negative free cash flow projections for 2026–2027 as capital expenditures outpace operating cash generation.My sum-of-the-parts analysis yields a fair value of $127/share, implying 68% downside versus the current ~$400 price—justifying a continued Strong Sell rating.At TSLA stock's current valuation, the market is pricing in unproven future success for Robotaxi, Optimus, and FSD, while core automotive profitability and cash flow weaken. Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images
Executive Summary Did you know that a restaurant can fill all its tables Monday through Sunday and still lose money? It seems absurd, but all it takes is offering overly generous discounts, or financing
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3M a Microsoft oznámily strategické partnerství pro datová centra pro AI a firemní transformaci. Azure bude prvním oznámeným hyperscale cloudovým poskytovatelem, který nasadí technologii 3M EBO.
Microsoft becomes first announced hyperscale cloud provider to deploy 3M Expanded Beam Optical (EBO) technology
3M to use Microsoft AI and digital capabilities to advance enterprise transformation across key functions
, /PRNewswire/ -- 3M (NYSE: MMM) and Microsoft (NASDAQ: MSFT) today announced a strategic partnership focused on AI data center infrastructure and enterprise transformation. Microsoft's Azure Cloud and AI Infrastructure will become the first announced hyperscale cloud provider to deploy 3M's Expanded Beam Optical (EBO) technology. 3M will also use Microsoft's AI and digital platforms as part of its enterprise transformation across key business functions.
3M and Microsoft announce a strategic partnership to advance AI data center infrastructure and enterprise transformation. Together, the companies will combine Microsoft's digital and hyperscale infrastructure with 3M's materials science and precision manufacturing to accelerate AI adoption and strengthen the physical networks required for the growth of cloud and AI workloads.
Innovating datacenter infrastructure for the AI era
As Microsoft continues to advance high-performance, efficient and sustainable infrastructure for enterprise and generative AI workloads, it will deploy 3M's proprietary EBO technology in Azure data centers.
By using an expanded beam optical interface instead of the direct contact required in traditional connectors, EBO technology is designed to make fiber connections faster to install, more tolerant of contamination and easier to maintain. The technology will help Microsoft reduce the need for frequent cleaning and inspection while supporting reliable optical performance in dense, high-volume deployment environments.
Microsoft's early use of EBO technology has shown the potential to reduce network deployment timelines in certain environments. The technology has also demonstrated strong signal performance in live data center conditions, where dust exposure and routine handling are inherent to installation and maintenance.
3M is scaling production of its EBO technology to meet accelerating demand from hyperscalers and data center operators building the infrastructure required for AI. Building on decades of materials science and precision-manufacturing expertise, 3M has advanced single-mode expanded beam optical technology for high-volume data center applications, supporting disciplined commercialization and broader adoption across the data center ecosystem. 3M helped establish the EBO Multi-Source Agreement (MSA) to support standardization and broader industry adoption of EBO technology.
"At Microsoft, we're redefining the foundation of cloud and AI infrastructure — combining our own innovations with advances from partners like 3M to build datacenters that are faster to deploy, more resilient and ready for the scale of AI," said Cliff Henson, corporate vice president, Cloud Supply Chain, Microsoft. "3M's EBO solution will help unlock new levels of performance, reliability and efficiency to ensure customers can run their cloud and AI workloads on a trusted, sustainable and advanced environment."
Enterprise AI transformation
3M will deploy Microsoft's AI and digital capabilities in key areas of its enterprise transformation roadmap, including customer service, finance, sales and marketing. These efforts will help simplify processes, improve decision-making, strengthen customer experiences and enable greater employee productivity.
A specific example involves the newly launched Microsoft Frontier Company deploying engineers to help 3M's Global Business Services team automate the way it manages customer orders. Both companies are collaborating on an AI agent-driven workflow to assist with credit checks, delinquency assessments and system updates, with human-in-the-loop controls and a custom monitoring dashboard for real-time visibility and approvals. This solution is expected to significantly reduce manual effort, improve process speed and consistency, and accelerate cash flow, freeing 3M staff for higher-value work and enabling scalable, auditable operation.
"At 3M, we view AI as a powerful tool that can accelerate growth, improve customer experiences and help our teams work more effectively," said Jon Van Wyck, executive vice president and chief strategy officer, 3M. "Our collaboration with Microsoft supports that vision through targeted optimization opportunities for our enterprise while advancing the infrastructure needed to power the future of AI. We are excited to deepen our partnership and develop practical solutions that can create mutual value."
Building the future through science and technology
Microsoft and 3M intend to build on this partnership through continued technical collaboration, bench-to-bench engagement between engineering and commercial teams, and joint innovation opportunities across Microsoft's data center and device ecosystem, with a focus on areas where 3M's materials science, optical connectivity and manufacturing capabilities can help address evolving requirements for reliability, deployment speed, density and long-term scalability.
About 3M
3M (NYSE: MMM) is focused on transforming industries around the world by applying science and creating innovative, customer-focused solutions. Our multi-disciplinary team is working to solve tough customer problems by leveraging diverse technology platforms, differentiated capabilities, global footprint, and operational excellence. Discover how 3M is shaping the future at 3M.com/news.
About Microsoft
Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.
Nvidia i přes nedostatek AI čipů uvnitř firmy rozděluje GPU mezi týmy na týdenní bázi a někdy musí zasáhnout i Jensen Huang. Prioritu má také autonomní řízení.
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Nvidia CEO Jensen Huang. Chung Sung-Jun/Getty Images Even Nvidia isn't immune to the AI chip shortage.
The company's automotive division still has to compete internally for access to the GPUs that have made Nvidia the world's most valuable company, according to Xinzhou Wu, Nvidia's head of automotive.
"Even at Nvidia, basically we do have a limited supply of GPU for compute," Wu said in an episode of The Verge's "Decoder" podcast that aired on Monday.
As demand for Nvidia's chips continues to surge from AI companies building massive data centers, Wu said different teams across the company regularly compete for computing resources needed to train and test their own AI models.
"We have an internal priority, and I'm working with my colleagues basically almost on a weekly basis to decide how to set aside this different compute, sometimes for training, sometimes for test resources for different threads of work in the company," Wu said.
"And sometimes we need Jensen to help," Wu said of the company's CEO, Jensen Huang.
The comments offer a rare glimpse into how Nvidia allocates resources inside a company whose GPUs have become the backbone of the generative AI boom. Demand for its chips has consistently outpaced supply as companies, including OpenAI, Microsoft, Meta, xAI, and Amazon, race to build ever-larger AI models.
Wu said decisions aren't driven solely by near-term revenue.
"It's all of the above," he said when asked how those trade-offs are made. Nvidia balances current business needs with long-term strategic opportunities, including what Huang calls "the zero trillion dollar business" — entirely new markets that could eventually be worth trillions of dollars, Wu said.
One of those bets is autonomous driving.
Wu said Nvidia believes "everything that moves will be autonomous" and is investing heavily in supplying chips, software, AI models, simulation tools, and safety systems for self-driving vehicles. While the automotive business remains much smaller than Nvidia's booming data-center division, Huang continues to prioritize it.
"We are strong believers — Jensen himself as well — of the AV [autonomous vehicle] future," Wu said. "We are keeping investing basically in this technology and in this future, not only from allocating external compute but from fab capacity as well."
Wu also said that even semiconductor manufacturing capacity has become another internal battleground as demand for Nvidia's chips continues to soar.
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Thibault Spirlet You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Thibault is a business reporter at Business Insider's London office.He covers the intersection of wealth, work, and technology — focusing on the global economy, AI’s impact on the workplace, job and cognitive skills, and how economic changes are affecting careers. Before moving to the trending team, Thibault covered international affairs, including the Russia-Ukraine war, tensions in the South China Sea, and Russia’s economy on the news desk.He has previously worked at the Daily Express and held internships at Agence France-Presse, Politico Europe, and Factal.Il parle français. Se habla español.Email Thibault at [email protected], connect with him on LinkedIn @ThibaultSpirlet, or follow him on X @ThibaultSpirlet and BlueSky @thibaultspirlet.bsky.social.Expertise
AI and the future of work Job and cognitive skills in the AI economyWorkforce trendsFirst-person, "as-told-to" business storiesPopular articles
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JPMorgan je po silných výsledcích na dosah tržní hodnoty 1 bilion USD a může se stát první bankou v historii, která tuto hranici překročí. Tržní kapitalizace byla naposledy kolem 919 miliard USD.
Item 1 of 2 Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., attends the ribbon-cutting ceremony opening the firm’s new headquarters at 270 Park Avenue, in New York City, U.S., October 21, 2025. REUTERS/Eduardo Munoz
[1/2]Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase & Co., attends the ribbon-cutting ceremony opening the firm’s new headquarters at 270 Park Avenue, in New York City, U.S.,... Purchase Licensing Rights, opens new tab Read more
CompaniesJuly 15 (Reuters) - Jamie Dimon's two decades at the helm of JPMorgan Chase (JPM.N), opens new tab have rewritten industry record books and the Wall Street giant is now within striking distance of another landmark - becoming the first bank ever to be valued at $1 trillion.
Crossing the milestone will put the bank in a club stacked with tech heavyweights such as Tesla (TSLA.O), opens new tab, Meta (META.O), opens new tab and Broadcom (AVGO.O), opens new tab, while also raising investor expectations and leaving little room for missteps.
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Here are a few charts that explain the bank's rise:
THE FINAL STRETCHA stellar earnings report on Tuesday propelled JPMorgan shares to a record high. The lender, which reported the highest profit in history by a U.S. bank, was last valued at around $919 billion, dwarfing rivals.
With dealmaking volumes set to end the year near the record haul of 2021, JPMorgan could see elevated investment banking activity for the rest of 2026, which may nudge it closer to the $1 trillion mark.
CFO Jeremy Barnum said investment banking pipeline was robust, as "the current activity levels seem to be encouraging more activity".
NO EQUALWith a balance sheet bigger than its peers, the bank has leveraged its dominance in Wall Street dealmaking and Main Street lending to capture gains from both economic engines.
"The company benefits from a portfolio of leading financial services businesses, providing both diversification and durable competitive advantages," said Macrae Sykes, portfolio manager of Gabelli Financial Services Opportunities ETF .
THE JAMIE PREMIUMJPMorgan shares have long been viewed as carrying a "Jamie premium", which refers to the extra value investors attach to the bank because of its powerful CEO.
While its board has ramped up succession planning in recent years, the stock continues to benefit from Dimon's influence.
Despite having underperformed the S&P 500 (.SPX), opens new tab and the S&P 500 banks (.SPXBK), opens new tab indexes this year, JPMorgan trades at 14.63 times expected earnings over the next 12 months, according to data compiled by LSEG. That compares with 13.58 for the S&P 500 banks gauge.
"There is no doubt that he has been instrumental in delivering strong shareholder returns. While the backdrop from the U.S. economy has been helpful, the bank operates in very competitive markets so execution has been key," Sykes said.
JPMorgan did not immediately respond to a request for comment.
ELEVATED EXPECTATIONSA milestone such as $1 trillion in market capitalization is mostly a symbolic victory, but its raises expectations for future execution.
"If history is any guide, the trillion-dollar milestone does not guarantee a smooth path forward," said Fabien Yip, market analyst at IG, referring to Walmart's (WMT.O), opens new tab slip below $1 trillion after it hit that milestone in February.
The bank may also face skepticism about the durability of its trading strength, which benefited in the latest quarter from market volatility sparked by the Middle East war.
While both investment banking and trading had been stronger than initially estimated, expecting the current levels of activity to last far into the future could be premature, he said.
Reporting by Manya Saini and Niket Nishant in Bengaluru; Editing by Arun Koyyur
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Niket Nishant reports on breaking news and the quarterly earnings of Wall Street's largest banks, card companies, financial technology upstarts and asset managers. He also covers the biggest IPOs on U.S. exchanges, and late-stage venture capital funding alongside news and regulatory developments in the cryptocurrency industry. His writing appears on the finance, business, markets and future of money sections of the website. He did his post-graduation from the Indian Institute of Journalism and New Media (IIJNM) in Bengaluru.
Manya covers the most influential U.S. financial institutions, from Wall Street’s largest banks and card networks to leading asset managers and fintech companies. She also reports on late-stage venture capital fundraises, initial public offerings on U.S. exchanges and regulatory developments shaping the cryptocurrency industry. Her work appears across the finance, markets, business and future of money sections of the Reuters website. She holds a bachelor’s degree in political science from the University of Delhi and a master’s in journalism from the Symbiosis Institute of Media and Communication.
Johnson & Johnson (JNJ - Free Report) came out with quarterly earnings of $2.9 per share, beating the Zacks Consensus Estimate of $2.84 per share. This compares to earnings of $2.77 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.11%. A quarter ago, it was expected that this world's biggest maker of health care products would post earnings of $2.67 per share when it actually produced earnings of $2.7, delivering a surprise of +1.12%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Johnson & Johnson, which belongs to the Zacks Large Cap Pharmaceuticals industry, posted revenues of $25.31 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.53%. This compares to year-ago revenues of $23.74 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.
Johnson & Johnson shares have added about 22.7% since the beginning of the year versus the S&P 500's gain of 10.2%.
What's Next for Johnson & Johnson?While Johnson & Johnson 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 Johnson & Johnson was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.02 on $25.34 billion in revenues for the coming quarter and $11.59 on $100.88 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Large Cap Pharmaceuticals is currently in the bottom 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, AbbVie (ABBV - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 31.
This drugmaker is expected to post quarterly earnings of $3.68 per share in its upcoming report, which represents a year-over-year change of +23.9%. The consensus EPS estimate for the quarter has been revised 0% lower over the last 30 days to the current level.
AbbVie's revenues are expected to be $16.81 billion, up 9% from the year-ago quarter.
American Express zvýšil roční poplatek za kartu Platinum z 695 USD na 895 USD. V 1. čtvrtletí poplatky z karet vzrostly o 18 % a tvořily přes 14 % tržeb.
American Express (AXP +0.90%) recently raised the price of its exclusive Platinum card from $695 to $895. It's the first increase since 2021, when it was raised from $550 to $695.
The company offers a long list of perks with the "refresh," worth $3,500 if used in full, plus the prestige of owning a Platinum card and miles for every dollar spent. But the major perk is for Amex, since card fees account for a major portion of total revenue and provide a recurring source of income. American Express will report second-quarter earnings on July 24. Here's why card fees matter.
The most prestigious card American Express pioneered the credit card fee model, which has evolved into a subscription model of sorts, with members paying an annual fee for the privilege of using an Amex card. Not all cards come with fees, but the company targets affluent spenders who crave prestige and perks. Seventy-three percent of the 3.1 million new cards in the 2026 first quarter were fee-based.
The highest-income earners account for the most spending, and American Express aims to capture this cadre of members by offering ever-expanding rewards and exclusivity that can't be matched. According to data from Moody's, the top 10% of earners accounted for 49.2% of spending in the 2025 second quarter, the highest percentage since it started compiling the data in 1989. This is who Amex is after.
Image source: Getty Images.
However, it's not just for the spending. The fees themselves are a major part of the model, since they provide a stable source of revenue independent of spending. As inflation stays strong and interest rates stay steady, fee income matters even more.
Since there aren't many costs associated with the fee, it goes straight to the bottom line, expanding net income. That's also important if the company needs to increase its loss provisions in a challenging economy.
What it's going to look like on the income statement In the 2026 first quarter -- the first quarter to include the higher annual fee -- revenue increased 11% year over year, and earnings per share (EPS) rose 18%. Card fees increased 18% and accounted for more than 14% of revenue. U.S. consumer Platinum spending accelerated by six percentage points, and retention rates remained stable near 100% despite the fee hike.
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These members are highly engaged with the rewards platform. In the first quarter, for example, spending on Resy restaurant spend, which is Amex's restaurant app, increased 20% year over year, double the 10% increase for U.S. consumer spend, and lodging spend increased 50%, whereas U.S. consumer spend was up 5%. In other words, the card and its rewards mean a lot to users, and the fee income is likely to continue adding to the total revenue.
The 29% fee hike for the Platinum card should add meaningful growth to the total this year, and the durable subscription model is an underrated feature that makes American Express stock compelling.
UnitedHealth shares are experiencing downward pressure. What’s pulling UNH shares down? Earnings Preview & HistoryUnitedHealth is expected to report earnings per share of $4.85 along with revenue of $110.77 billion. The company has beaten EPS estimates in 3 consecutive quarters.
In the most recent quarter, UnitedHealth Group reported EPS of $7.23, beating estimates of $6.56 by 0.10%. Revenue came in at $111.72B, exceeding the estimate of $109.57B by 0.02%.
Investors should watch Medicare Advantage membership trends and pricing commentary tied to the recent payment hike, since that’s the macro tailwind currently supporting sentiment in the group. They should also track growth in Optum’s services and pharmacy benefit businesses, which would need to offset any flat-to-down consolidated revenue.
Analyst Consensus & Recent Actions The stock carries a Buy rating with an average price target of $432.63. Recent analyst moves include:
TD Cowen: Hold (Raises Target to $430.00) (July 14) Truist Securities: Buy (Raises Target to $480.00) (July 14) Keybanc: Overweight (Raises Target to $475.00) (July 14) UnitedHealth Shares TumbleUNH Price Action: At the time of publication, UnitedHealth shares are trading 2.20% lower at $415.85, according to data from Benzinga Pro.
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Palantir rozšiřuje partnerství s NVIDIA pro nasazení AI v utajovaných a odpojených vládních prostředích. Akcie byly při zveřejnění o 0,02 % výše na 133,75 USD.
Palantir Technologies stock is trading near recent lows. Where is PLTR stock headed? Palantir, NVIDIA Bring AI to U.S. Sovereign EnvironmentsThe offering combines NVIDIA’s AI platform with Palantir’s AIP, Ontology, Foundry, and Apollo products, enabling government agencies to deploy models in classified and air-gapped environments while continually improving them based on mission-specific feedback.
Palantir, Surf Air Expand SurfOSThe expanded partnership builds on the successful commercial launch of BrokerOS and a recent multi-million-dollar contract with Wheels Up to serve as the launch customer for Enterprise BrokerOS.
Analyst Consensus & Recent ActionsThe stock carries a Buy rating with an average price target of $187.42. Recent analyst moves include:
DA Davidson: Upgraded to Buy (Raises Target to $175.00) (July 2) Wolfe Research: Upgraded to Peer Perform (June 16) Rosenblatt: Buy (Maintains Target to $225.00) (June 5) Palantir Shares Edge HigherPLTR Price Action: At the time of publication, Palantir shares are trading 0.02% higher at $133.75, according to data from Benzinga Pro.
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