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Key Takeaways

Parsons’ expanding portfolio of mission-focused products – underpinned by artificial intelligence – complements and enhances the company's broader global solutions offerings across national security and critical infrastructure markets.Products including Cyber Fly-Away Kits, AresNXT™, Javelin®, DroneArmor™, TReX®, Peanut™, iNET®, BlueFly®, GOCaaS™, and OrbitXchange™ demonstrate the company's ability to innovate, commercialize, and scale technologies that support customer missions.Parsons continues to invest in product development and commercialization to deliver repeatable, high-value offerings that drive mission outcomes, long-term growth, and margin expansion.
CHANTILLY, Va., July 23, 2026 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE: PSN), a leading global solutions provider in the defense, intelligence, and infrastructure markets, today highlighted its growing portfolio of mission-focused products – underpinned by artificial intelligence (AI) – that complement and enhance the company's global solutions and help customers address evolving challenges.

Built on decades of operational experience and customer collaboration, Parsons' product portfolio strengthens the company's ability to deliver integrated solutions across complex mission environments. These technologies provide customers with agile, scalable capabilities that enhance decision-making, improve resilience, and support mission success while creating flexible offerings.

“Our innovation is rooted in continuous advancement and a relentless focus on customer outcomes,” said Ricardo Lorenzo, chief technology officer at Parsons. “Parsons is uniquely positioned to combine deep mission expertise, AI-powered solutions, and scalable technologies to solve complex customer challenges. Through our One Parsons approach, we are extending the strength of our existing solutions portfolio by connecting experts across transportation, cyber and electronic warfare, space and missile defense, water and environment, urban development, and critical infrastructure protection.”

The company’s One Parsons approach leverages global expertise to accelerate innovation, strengthen product development, and deliver greater value for customers. Technologies developed in support of one customer mission can be adapted, integrated, and scaled across multiple markets.

“As the global threat landscape and demands on critical infrastructure continue to evolve, Parsons is expanding a product portfolio built around two urgent missions: securing the infrastructure that communities and economies depend on, and delivering AI-enabled, mission-ready technologies that help protect lives,” said Aaron Wajsgras, vice president of product strategy and commercialization at Parsons. “Every offering is rooted in customer outcomes, turning proven innovation into repeatable solutions that help customers operate with faster decision-making, greater resilience, and a mission-critical advantage.”

Parsons' portfolio spans cyber operations, biometrics and identity management, electronic warfare, counter-unmanned aircraft systems (CUAS), space operations, critical infrastructure protection, border security, and transportation. These offerings are sold directly to customers or integrated into larger company solutions.

Domain Superiority: Cyber Fly-Away Kits, TReX®, and Peanut™
Parsons' national security portfolio includes AI-enabled technologies designed to help customers maintain an operational advantage across cyber, electronic warfare, and contested environments.

Cyber Fly-Away Kits provide rapidly deployable defensive cyber capabilities that support cyber hunt and mission assurance activities.TReX® delivers high-fidelity threat emulation and electronic warfare testing capabilities that help customers prepare for evolving threat environments.Peanut™ provides resilient positioning, navigation, and timing (PNT) capabilities that support operations when traditional GPS signals are degraded, denied, or unavailable.
Securing Critical Infrastructure: DroneArmor™, AresNXT™, Javelin®, BlueFly® and TAKaaS
Parsons helps customers protect global critical infrastructure, public venues, transportation systems, and high-consequence assets through a growing portfolio of security and identity management technologies.

AresNXT™ provides next-generation biometric identity management capabilities that improve security, interoperability, and operational efficiency across mobile and enterprise environments.Javelin® delivers secure identity enrollment and verification capabilities that support law enforcement, public safety, national security, and event security missions.Complementing these offerings, DroneArmor™ provides counter-unmanned aircraft system capabilities that help customers detect, identify, and respond to emerging aerial threats, supporting force protection and critical infrastructure security requirements around the world.BlueFly® search-and-rescue system helps first responders and search teams rapidly locate individuals in a difficult environment.TAKaaS offers comprehensive TAK (Tactical Assault Kit/Team Awareness Kit) development, hosting, integration, fielding, and training services unlocking the full potential of the TAK ecosystem and ensuring mission success and effective operations for militaries, security forces, first responders, and event personnel.
Space Solutions: GOCaaS™ and OrbitXchange™
Parsons expansive portfolio of space-focused technologies support resilient satellite operations.

OrbitXchange™ orchestrates automated access to global antenna networks enabling satellite communications, telemetry, tracking, and command services.GOCaaS™ delivers 24/7 operational satellite operations as a service for any satellite delivering automated telemetry, tracking, commanding, mission management, and data delivery within a secure environment, helping government and commercial customers improve efficiency, resiliency, and mission assurance across increasingly complex space environments. Infrastructure Solutions: iNET®
iNET® is a globally deployed platform that helps transportation agencies around the world connect vehicles, infrastructure, and operational systems to improve mobility, safety, and efficiency. Built on Parsons' deep transportation expertise, iNET® demonstrates how the company's One Parsons approach combines digital innovation, infrastructure delivery, and operational experience to help customers build and secure critical infrastructure worldwide.

Parsons’ smart-mobility and traffic-management expertise extend beyond North America into the Middle East, where the company has delivered major ITS, traffic management centers, and smart-city mobility programs across the UAE, Saudi Arabia, Qatar, Oman, Bahrain, and Kuwait. These programs include integrated corridor management, centralized traffic operations centers, real-time monitoring and analytics, connected ITS devices, and multimodal coordination.

Parsons’ products trace their origins to customer missions around the world and are deployed across government, commercial, and critical infrastructure environments. From transportation agencies operating statewide mobility networks to security professionals conducting identity operations, cyber teams defending critical assets, and space operators supporting national security missions, the company’s solutions help customers solve complex challenges while preparing for future operational demands.

To learn more about Parsons' products and technology solutions, visit Parsons.com/products.

About Parsons:
Parsons (NYSE: PSN) is a leading disruptive technology provider in the national security and global infrastructure markets, with capabilities across cyber and electronic warfare, space and missile defense, transportation, water and environment, urban development, and critical infrastructure protection. Please visit Parsons.com and follow us on LinkedIn to learn how we’re making an impact.

Forward-Looking Statements:
This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based on our current expectations, beliefs and assumptions, and are not guarantees of future performance. Forward-looking statements are inherently subject to uncertainties, risks, changes in circumstances, trends and factors that are difficult to predict, many of which are outside of our control. Accordingly, actual performance, results and events may vary materially from those indicated in the forward-looking statements, and you should not rely on the forward-looking statements as predictions of future performance, results or events. Numerous factors could cause actual future performance, results and events to differ materially from those indicated in the forward-looking statements, including, among others: any issue that compromises our relationships with the U.S. federal government or its agencies or other state, local or foreign governments or agencies; any issues that damage our professional reputation; changes in governmental priorities that shift expenditures away from agencies or programs that we support; our dependence on long-term government contracts, which are subject to the government’s budgetary approval process; the size of our addressable markets and the amount of government spending on private contractors; failure by us or our employees to obtain and maintain necessary security clearances or certifications; failure to comply with numerous laws and regulations; changes in government procurement, contract or other practices or the adoption by governments of new laws, rules, regulations and programs in a manner adverse to us; the termination or nonrenewal of our government contracts, particularly our contracts with the U.S. federal government; our ability to compete effectively in the competitive bidding process and delays, contract terminations or cancellations caused by competitors’ protests of major contract awards received by us; our ability to generate revenue under certain of our contracts; any inability to attract, train or retain employees with the requisite skills, experience and security clearances; the loss of members of senior management or failure to develop new leaders; misconduct or other improper activities from our employees or subcontractors; our ability to realize the full value of our backlog and the timing of our receipt of revenue under contracts included in backlog; changes in the mix of our contracts and our ability to accurately estimate or otherwise recover expenses, time and resources for our contracts; changes in estimates used in recognizing revenue; internal system or service failures and security breaches; and inherent uncertainties and potential adverse developments in legal proceedings, including litigation, audits, reviews and investigations, which may result in materially adverse judgments, settlements or other unfavorable outcomes. These factors are not exhaustive and additional factors could adversely affect our business and financial performance. For a discussion of additional factors that could materially adversely affect our business and financial performance, see the factors included under the caption “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, and our other filings with the Securities and Exchange Commission. All forward-looking statements are based on currently available information and speak only as of the date on which they are made. We assume no obligation to update any forward-looking statement made in this press release that becomes untrue because of subsequent events, new information or otherwise, except to the extent we are required to do so by law.

Media Contact:                                        
Bryce McDevitt
+1 703.851.4425
[email protected]

Investor Relations Contact:
Dave Spille
+1 703.775.6191
[email protected]

MarketBeat Week in Review – 03/09 - 03/13Huntington Bancshares NASDAQ: HBAN executives said the bank delivered a strong second quarter of 2026, citing organic loan and deposit growth, higher revenue, improving profitability and completion of the Cadence systems conversion as key milestones.

Chairman, President and CEO Stephen Steinour called the quarter “exceptional,” saying Huntington is now at an “inflection point” after completing recent integrations and expanding its footprint. He said customer activity remains steady, commercial demand is broad-based and visibility on economic trends has improved since the prior quarter.

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Huntington Bancshares Is Chasing a Bigger Growth Story“Our core businesses are performing at a high level, our conversions are complete, and we are positioned to capture the benefits of our investments, as well as the recent partnerships and expanded footprint,” Steinour said.

Cadence Conversion Completed as Management Shifts Focus to Growth Brant Standridge, Huntington’s President of Consumer and Regional Banking, said the bank completed the Cadence systems conversion 235 days after announcement. He said the process included training and transitioning 4,500 colleagues onto Huntington systems, onboarding hundreds of thousands of customers, converting ATM and ITM locations and changing more than 4,000 signs.

Regional Banking Sector Near a Critical Inflection PointStandridge said Huntington grew deposits during the conversion weekend and in the weeks that followed, a result he described as unusual for a bank conversion. He said the company is retaining about 80% of maturing CD balances in the Cadence footprint, reducing higher-cost wholesale funding and brokered deposits, and increasing checking account growth.

Management said Huntington remains on track to achieve $365 million in Cadence cost synergies in the fourth quarter. Chief Financial Officer Zach Wasserman said the combined Veritex and Cadence run-rate expense synergy target remains $435 million by the fourth quarter.

Standridge also highlighted early revenue opportunities from the Cadence combination, including nearly $1 billion of expanding client commitments across energy, commercial real estate and auto floorplan businesses. He said Huntington has completed more than 10 capital markets transactions with customers in the Cadence footprint since closing, generating approximately $12 million of fees.

Loan and Deposit Growth Remain Central to Results Wasserman said average loans increased $15 billion, or 8.6%, sequentially in the second quarter. Normalizing for the day-count effect of the Cadence balance sheet in the first quarter, average loans increased $2.2 billion, or 1.2%, which he described as strong organic expansion.

Loan growth was led by commercial and industrial categories, including corporate and specialty areas. Wasserman cited activity from the financial institutions group, industrials, diversified businesses, corporate mortgage finance and Native American financial services. Commercial real estate balances declined modestly as planned, while auto production was lower.

Average deposits increased $18.8 billion, or 9.2%, sequentially. On an organic basis adjusted for the Cadence day-count effect, deposits grew $4 billion, or 1.8%, outpacing loan growth. Wasserman said primary banking relationships increased across customer segments, with consumer relationships up 4%, business banking up 5% and commercial up 8% year-over-year.

Deposit costs increased six basis points during the quarter, including about one basis point from the full-quarter impact of Cadence and five basis points from the legacy Huntington franchise.

Revenue Momentum Includes Strong Fee Growth Net interest income was $2.1 billion, up 8.5% sequentially, supported by what management called strong core-funded asset growth. Huntington’s net interest margin increased 10 basis points year-over-year but declined three basis points sequentially. Wasserman said the second quarter should represent the trough for net interest margin, with expected improvement from fixed-asset repricing, liquidity optimization and Cadence deposit portfolio actions.

Value-added fee revenues rose more than 60% year-over-year. Excluding the impacts of Cadence, the Janney Capital Markets business acquisition and last year’s sale of the corporate trust business, Wasserman said value-added fee revenue increased about 30% organically year-over-year.

In specific fee categories, payments increased 10% year-over-year, wealth management rose 12%, capital markets increased 46% and loan and deposit fees grew 19%.

Wasserman said adjusted pre-provision net revenue increased 12% quarter-over-quarter, while value-added fee revenues increased 15%. He also said Huntington generated 210 basis points of positive operating leverage on a trailing 12-month basis.

Outlook Emphasizes NII Pressure, Fee Upside and 2027 Targets Management’s full-year outlook drew scrutiny during the question-and-answer portion of the call after UBS analyst Erika Najarian noted that the stock opened down about 5% and asked about the unchanged outlook despite a lower net interest income expectation.

Wasserman said overall revenue remains robust, but the spread outlook has shifted more toward volume-driven growth. He said Huntington expects net interest income to be at the bottom end of its range or perhaps modestly below it, largely because of deposit cost pressure. At the same time, he said fee income is tracking toward the high end of guidance or potentially above it.

Wasserman said the company expects net interest margin to rise modestly into the low 320-basis-point range in the third quarter and into the mid- to high-320s in the fourth quarter. He also said management expects loans and deposits to grow sequentially in the second half of the year.

Executives reiterated longer-term targets for 2027, including earnings per share of $1.90 to $1.93 and return on tangible common equity in the 18% to 19% range. Wasserman said Huntington expects EPS growth of approximately 30% from the 2025 level, supported by organic growth, fee income expansion, revenue synergies and expense discipline.

Credit and Capital Remain Areas of Management Confidence Wasserman said credit performance remains strong and consistent with expectations. Net charge-offs are trending near the low end of the company’s guided range, and Huntington now expects charge-offs to be in the lower half of its 25- to 35-basis-point range for the year. He said criticized assets declined during the quarter, while nonperforming assets remain elevated because of government-guaranteed loan categories with “virtually no loss content” and downgrades of select commercial credits.

Huntington completed $310 million of its planned $550 million share repurchase program for 2026 year-to-date. Wasserman said the company expects to repurchase an additional $1.1 billion to $1.2 billion in 2027.

Steinour closed the call by saying Huntington has become a “stronger, more diversified super regional bank” through new markets, broader business mix and added capabilities. He said the company remains on track for its 2027 financial targets, with the fourth quarter expected to provide a clearer view of the earnings power of the combined franchise.

About Huntington Bancshares (NASDAQ:HBAN)Huntington Bancshares Incorporated NASDAQ: HBAN is a bank holding company headquartered in Columbus, Ohio, that provides a broad range of banking and financial services through its principal subsidiary, Huntington National Bank. The company's operations are centered on retail and commercial banking, and it serves individual consumers, small and middle-market businesses, and institutional customers.

Huntington's product offerings include traditional deposit and lending products, consumer and commercial loans, mortgage origination and servicing, auto financing, and business banking solutions.

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Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.

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A month has gone by since the last earnings report for KB Home (KBH - Free Report) . Shares have lost about 8.2% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is KB Home due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for KB Home before we dive into how investors and analysts have reacted as of late.

KB Home Q2 Earnings Meet, Revenues Beat on Built-to-Order ShiftKB Home reported second-quarter fiscal 2026 earnings of 43 cents per share, in line with the Zacks Consensus Estimate. Earnings declined 71.3% from $1.50 per share in the year-ago quarter.

Total revenues of $1.112 billion beat the consensus mark of $1.090 billion by 2% but decreased 27% year over year. Results reflected lower deliveries and pricing pressure, partly offset by progress in the company’s Built to Order model, which represented 73% of net orders.

KB Home’s Homebuilding HighlightsHousing revenues totaled $1.11 billion, down 27% from $1.52 billion in the prior-year quarter. The decline was primarily due to a 23% decrease in homes delivered and a 5% drop in the overall average selling price (ASP).

Homes delivered were 2,395 compared with 3,120 a year ago. The backlog conversion rate was 66%, down from 70% in the year-ago period, reflecting the strategic shift toward a higher mix of Built to Order homes. The ASP was $461,900, down from $488,700 a year ago. Sequentially, ASP rose 2%, supported by product and geographic mix.

Net orders declined 4% year over year to 3,317 homes. Net order value also fell 4% to $1.55 billion. Monthly net orders per community were four compared with 4.5 in the prior-year quarter. Management cited elevated mortgage rates, affordability pressures, weak consumer confidence, inflation and geopolitical uncertainty as factors that weighed on traffic conversion.

The cancellation rate improved to 12% of gross orders from 16% a year ago. The company ended the quarter with 280 communities, up 11% from 253 in the prior-year period.

The ending backlog was 4,526 homes, down 5% year over year. Backlog value declined 7% to $2.14 billion. However, backlog improved 26% sequentially. Management said the company expects sequential backlog growth to continue in the third quarter and anticipates returning to year-over-year backlog growth during that period.

KBH Margins Hurt by Pricing PressureHomebuilding operating income was $28.2 million compared with $131.5 million a year ago. The homebuilding operating income margin contracted to 2.5% from 8.6%.

Housing gross margin was 15.2% compared with 19.3% in the prior-year quarter. Excluding inventory-related charges of $5.6 million, adjusted housing gross margin was 15.7% compared with 19.7% a year ago.

The year-over-year margin contraction primarily reflected price reductions, higher relative land costs and reduced operating leverage. SG&A expenses were 12.7% of housing revenues compared with 10.7%, mainly due to lower operating leverage.

KBH’s Liquidity UpdateThe company ended the quarter with total liquidity of $1.12 billion, including $199.8 million in cash and $923.4 million of available revolver capacity. During the quarter, KBH repurchased 1.4 million shares for $75 million, bringing first-half repurchases to $125 million.

KBH Updates Fiscal 2026 GuidanceFor the third quarter of fiscal 2026, KBH expects deliveries of 2,600-2,800 homes and housing revenues of $1.20-$1.35 billion. Housing gross margin is projected between 16.0% and 16.6%, assuming no inventory-related charges.

For fiscal 2026, the company expects deliveries of 10,500-11,000 homes (from 10,000-11,500 homes) and housing revenues of $4.90-$5.30 billion (from $4.8-$5.5 billion). Housing gross margin is projected between 16.1% and 16.5%, assuming no inventory-related charges.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 15.4% due to these changes.

VGM ScoresAt this time, KB Home has a poor Growth Score of F, however its Momentum Score is doing a lot better with an A. Charting a somewhat similar path, the stock has a score of B on the value side, putting it in the second quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, KB Home has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Merck, the Dow's hottest stock, gets set to report Q4 financialsShareholders of Organon & Co. NYSE: OGN approved the company’s proposed merger agreement with Sun Pharmaceutical Holdings USA, Inc. at a virtual special meeting held Wednesday, according to preliminary voting results announced during the meeting.

The special meeting was convened solely to consider two proposals described in Organon’s proxy statement: adoption of the merger agreement and a non-binding advisory vote on merger-related compensation that may be paid to the company’s named executive officers.

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Merger Agreement Approved Lululemon Athletica Races to New High with S&P 500 EntryKirke Weaver, Organon’s General Counsel and Corporate Secretary, said the merger agreement is dated April 26, 2026, and is among Organon, Sun Pharmaceutical Holdings USA, Inc., referred to during the meeting as Sun Pharma USA, and Sun Pharma America Inc., a wholly owned subsidiary of Sun Pharma USA, referred to as Merger Sub, along with other parties.

Under the agreement described by Weaver, Merger Sub will merge with and into Organon, with Organon surviving the transaction as a wholly owned subsidiary of Sun Pharma USA. Weaver said Organon’s board of directors recommended that shareholders vote in favor of both proposals.

After the polls closed, Weaver said the Inspector of Election had informed him that the preliminary vote report showed the requisite votes had been cast in favor of adopting the merger agreement. Weaver declared the merger agreement proposal approved.

Advisory Compensation Proposal Also Passes Shareholders also approved, on a non-binding advisory basis, compensation that may be paid or become payable to Organon’s named executive officers in connection with the merger.

Weaver said the preliminary vote report indicated that the compensation proposal also received the required shareholder support. The company said final certified voting results will be reported in a Form 8-K filing with the Securities and Exchange Commission in accordance with applicable SEC rules.

Meeting Details and Quorum The meeting was called to order at 10:02 a.m. Eastern Daylight Time by Carrie Cox, Executive Chairman of the Board. Cox said members of Organon’s board and executive leadership team were present, along with representatives of PricewaterhouseCoopers LLP, Organon’s independent registered public accounting firm, and Michael Barbera, who served as Inspector of Election.

Weaver said Organon’s board set June 15, 2026, as the record date for determining shareholders entitled to vote at the special meeting. As of that date, 262,609,433 shares of common stock were outstanding and entitled to vote.

According to Weaver, the Inspector of Election reported that immediately before the meeting began, 195,671,381 shares of common stock were represented in person or by proxy, equal to approximately 74.5% of the voting power as of the record date. Weaver said that amount was sufficient to establish a quorum.

The polls opened at 10:01 a.m. Eastern Daylight Time and closed at 10:06 a.m. Eastern Daylight Time. Cox adjourned the meeting at 10:07 a.m. Eastern Daylight Time, stating that there was no further business to come before shareholders.

About Organon & Co. (NYSE:OGN)Organon & Co is a global healthcare company that was established as an independent, publicly traded entity following its spin-off from Merck & Co in June 2021. Headquartered in Jersey City, New Jersey, Organon focuses on delivering therapeutic solutions across women’s health, biosimilars, and established brands. The company’s creation reflected a strategic effort to concentrate on specialty pharmaceuticals and legacy products with proven patient impact.

In women’s health, Organon provides a broad portfolio of products addressing reproductive and gynecological conditions, including fertility treatments, contraception, and hormone replacement therapies.

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Cullen/Frost Bankers (CFR - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on July 30, 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 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 financial holding company is expected to post quarterly earnings of $2.53 per share in its upcoming report, which represents a year-over-year change of +5.9%.

Revenues are expected to be $594.16 million, up 4.6% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.22% 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 Cullen/Frost?For Cullen/Frost, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.19%.

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

So, this combination indicates that Cullen/Frost 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 Cullen/Frost would post earnings of $2.46 per share when it actually produced earnings of $2.65, delivering a surprise of +7.72%.

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.

Cullen/Frost appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAnother stock from the Zacks Banks - Southwest industry, FinWise Bancorp (FINW - Free Report) , is soon expected to post earnings of $0.24 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -17.2%. Revenues for the quarter are expected to be $46.02 million, up 83.6% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for FinWise Bancorp has remained unchanged. Nevertheless, the company now has an Earnings ESP of -8.33%, reflecting a lower Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that FinWise Bancorp will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

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

NVR (NVR - Free Report) came out with quarterly earnings of $83.96 per share, missing the Zacks Consensus Estimate of $94.82 per share. This compares to earnings of $108.54 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -11.45%. A quarter ago, it was expected that this homebuilder would post earnings of $78.25 per share when it actually produced earnings of $67.76, delivering a surprise of -13.41%.

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

NVR, which belongs to the Zacks Building Products - Home Builders industry, posted revenues of $2.28 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 5.23%. This compares to year-ago revenues of $2.55 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.

NVR shares have lost about 12.9% since the beginning of the year versus the S&P 500's gain of 9.6%.

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $107.42 on $2.59 billion in revenues for the coming quarter and $371.11 on $9.59 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, Building Products - Home Builders is currently in the bottom 16% 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, M/I Homes (MHO - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 29.

This homebuilder is expected to post quarterly earnings of $3.17 per share in its upcoming report, which represents a year-over-year change of -28.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

M/I Homes' revenues are expected to be $1.18 billion, up 1.8% from the year-ago quarter.

SpaceX SPCX shares fell more than 3% on Thursday as investors awaited the company's delayed Starship test flight, a mission widely viewed as a key catalyst for the newly public space and artificial intelligence company.

The stock traded around $111.35 in early trading after tumbling 6.7% on Wednesday, extending a volatile stretch following its record-setting initial public offering.

Broader markets were also weaker, with futures tied to the S&P 500 and Dow Jones Industrial Average down 1.2% and 1.1%, respectively.

Investor attention is centered on SpaceX's 13th Starship test flight, scheduled to lift off from Texas later today.

The launch was originally planned for July 16 but was postponed for a week because of an engine issue.

The mission is expected to be closely watched by investors looking for evidence that the company can continue advancing its launch capabilities as it seeks to justify its premium valuation.

Shares have struggled since their initial surge following the IPO, with valuation concerns weighing on sentiment.

According to the information provided, SpaceX trades at roughly 40 times estimated 2026 sales, a multiple that investors have questioned given the company's size and current financial profile.

Bearish investors have continued to add to their positions as the stock declined below its IPO price.

According to Reuters, citing Ortex Technologies data through Tuesday, short sellers are sitting on an estimated $15.5 billion in paper profits since SpaceX's mid-June listing.

The stock has fallen below its $135 IPO price after reaching a post-listing high of $225.64 and dropped to a record low of $115.26 on Wednesday.

"There is no sign of short sellers taking profits on SpaceX," Ortex co-founder Peter Hillerberg told Reuters.

"If anything they are leaning in harder," Hillerberg added.

According to Ortex, approximately 360 million SpaceX shares, representing about 56% of the free float, were on loan through Tuesday, indicating sustained bearish positioning.

Chief Executive Elon Musk responded earlier this week with a warning aimed at investors betting against the company.

“Survival probability of firms who maintain significant short position in SPCX over time is very low,” Musk wrote in a post on X.

Analysts remain constructiveDespite the recent share price weakness, Wall Street analysts continue to maintain a largely positive outlook on SpaceX.

According to LSEG data, 27 of the 32 analysts covering the stock recommend buying it, while four have Hold-equivalent ratings and one recommends selling.

Supportive analysts argue that the company's Starlink satellite internet business, government launch operations, and Musk's history of attracting investor interest justify a valuation premium despite SpaceX reporting a net loss of nearly $5 billion last year.

Analysts have also identified Thursday's Starship test flight as a potential catalyst, with investors expected to assess the company's execution in its launch business ahead of its upcoming earnings report and the continued expansion of its public float.

Buried in Tesla’s earnings report’s cash flow statement is a $1.005 billion pretax unrealized gain on its SpaceX investment, equal to $763 million after tax.

While Tesla didn’t receive any cash or sell any shares, the after-tax gain accounted for roughly 68.5% of the company’s $1.114 billion GAAP net income. The revaluation of Tesla’s SpaceX investment is one of the quarter’s biggest contributors to the EV maker’s bottom line.

Even though Tesla didn’t sell a single SpaceX share or receive any cash from the investment.

SpaceX Bounty: Paper Gain, Not Cash ProfitThe gain resulted from an increase in the estimated value of its SpaceX investment, which it purchased earlier this year for $2.002 billion. The company owns less than 1% of SpaceX and does not control the aerospace company.

Tesla recorded a pre-tax $1.005 billion gain on the investment. Because the gain was non-cash, the company removed it when reconciling net income to operating cash flow and also excluded it from its non-GAAP earnings presentation.

The numbers put the investment into perspective. The pre-tax paper gain alone was more than two-and-a-half times Tesla’s operating profit (which was $398 million).

Tesla’s automotive, energy storage and services businesses collectively produced just $398 million of operating profit, while the accounting gain on its SpaceX investment added more than $1 billion before taxes.

So, nearly 70% of Tesla’s GAAP earnings came from a non-cash increase in the estimated value of its SpaceX stake—not from manufacturing or selling products.

Why Tesla’s GAAP And Adjusted Earnings Tell Different StoriesThe SpaceX gain was included in Tesla’s official GAAP earnings under accounting rules governing equity investments, even though the company did not monetize its stake.

The SpaceX gain also helps explain why Tesla reported different GAAP and adjusted earnings.

Tesla reported GAAP net income of $1.114 billion, which included the after-tax SpaceX gain. It also reported non-GAAP net income of $1.153 billion, excluding the $763 million after-tax SpaceX gain along with several other items, including $989 million of stock-based compensation expense, an $87 million digital-asset loss and certain tax adjustments.

Although Tesla removed the $763 million after-tax SpaceX gain, it added back an even larger $989 million stock-based compensation expense, along with other adjustments, resulting in slightly higher adjusted earnings.

Why Investors Should Watch ItThe disclosure doesn’t mean Tesla’s automotive business suddenly became less important, nor does it suggest the company generated an extra $763 million in cash.

Instead, it underscores how investments outside Tesla’s core operations can materially influence reported earnings under GAAP accounting. If SpaceX’s valuation continues to rise—or falls in future quarters—that stake could create meaningful swings in Tesla’s reported profit even if vehicle deliveries, energy storage deployments and operating performance remain largely unchanged.

For investors, the quarter served as a reminder that one of the biggest drivers of Tesla’s headline earnings wasn’t what happened inside its factories. It was the changing value of a minority stake in another Elon Musk company.

Photo courtesy: Rokas Tenys on Shutterstock.com

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Uber is laying off 10% of its community operations team, citing AI. Bloomberg/Getty Images Uber is cutting customer service roles — and it says artificial intelligence is the reason.

The ride-hailing company is laying off about 10% of its community operations team and asking remote employees to relocate to a city with an Uber office and work there three days a week, it said in a statement on Thursday. Bloomberg earlier reported the news.

AI presents "a massive opportunity for us to accelerate output, improve quality, and scale customer solutions at pace," Megha Yethadka, Uber's vice president of global community operations, wrote in a memo to the team on Wednesday.

"We've made some strides, but to unlock this potential, we need an effective organization to layer AI on," Yethadka wrote. "We cannot scale frontier technology on top of fragmented processes."

An Uber spokesperson said the company informed the team on Wednesday about the "structural changes we are making to simplify operations, strengthen in-person collaboration, and continue to embrace AI."

The layoffs add Uber to the list of companies that have cut jobs in the name of AI. Others this year include Block, IBM, and Snap.

Last month, Uber laid off a quarter of its human resources and recruitment staff. The cuts affected less than 1% of the company's 34,000-person global workforce and weren't connected to AI, Uber said at the time.

CEO Dara Khosrowshahi has said that Uber is slowing down hiring as it invests more in AI.

Have a tip? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.

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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.

Uber ride-hailing Layoffs More Artificial Intelligence AI Artifical Intelligence Careers

He also acknowledged that the company remains “supply constrained” as AI demand continues to outstrip available computing capacity.

Enter Frozen v2Those comments help explain reports that Alphabet is developing Frozen v2, a next-generation AI chip designed to run Gemini models more efficiently.

According to The Information, Frozen v2 integrates parts of Gemini’s architecture directly into the hardware. Engineers reportedly believe the chip could process six to 10 times more AI tokens per unit of power than Google’s latest custom AI chips, potentially allowing the company to serve far more AI requests without a proportional increase in infrastructure.

The broader takeaway is that Google’s AI hardware strategy is increasingly being driven by demand rather than technological ambition alone. As Gemini adoption accelerates across Search, Cloud and enterprise products, the company is racing to build infrastructure that can keep up.

For investors, Frozen v2 represents more than another AI chip. It is Google’s attempt to solve a problem created by its own success: processing tens of billions of AI tokens every minute while easing growing compute constraints.

Image via Shutterstock

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by Thomas Wilde on Jul 23, 2026 at 8:46 amJuly 23, 2026 at 8:46 am

Amazon will begin to fold its Luna cloud platform directly into the Prime Video app via the new Games tab, in an effort to get word about Luna to Prime members. (Amazon Luna promotional image) Amazon announced today that it has updated some versions of its Prime Video app to include direct access to its cloud-based Luna gaming platform.

The business goal is to solve Luna’s awareness problem and bring new users to the platform. Many Prime members don’t know the gaming service is included with their membership.

Consumers in the US and UK who have both a Prime subscription and a Fire TV can now launch Luna directly from the Prime Video app, where it can be found in its own dedicated tab in the UI. Prime subscribers who launch Luna in the app will get direct access to a library of both casual and mainstream “AAA” video games for no additional cost and without having to exit the app.

“Effectively, we relaunched last October, taking a bunch of the value of Luna that had been behind a paywall… We pushed it into the Prime membership, as a way of providing great value and trying to grow our business,” Jeff Gattis, GM of gaming at Amazon, told GeekWire.

Players on Luna can stream an assortment of games to their TV or browser via Amazon’s cloud servers, using a smartphone as a controller if they don’t have a compatible gamepad. Luna’s current library ranges from established mainstream hits like Indiana Jones and the Great Circle, Dispatch, and Fallout 4 to an assortment of casual-friendly exclusive titles like Amazon’s own Courtroom Chaos.

(Amazon Luna press image) Since that relaunch, Gattis said, the company has “basically 5x’d” its player base.

“The question for us is, how do you build upon that?” he said. “How do we let 200 million-plus Prime members worldwide know that they have this great benefit where you can play $70 games inside your Prime membership at no additional cost? One of our biggest challenges today remains that people don’t know the [Luna] benefit exists.”

While Luna was previously available to Prime subscribers via web browser and a couple of other types of smart TVs, it was a standalone service that required users to seek it out on its own. By shifting it into its own tab on the Prime Video app, Amazon’s hope is to drive up awareness that, well, Luna is there at all.

“It’ll start on Fire TV, but obviously our end state is to roll out to more countries and more devices, both first-party and third-party,” Gattis said. “Eventually we’ll be everywhere that Prime Video is.”

Dispatch, a viral indie hit from 2025 about office romance at a superhero agency, has been a big hit on Amazon Luna. (AdHoc Studio image) The integration of Luna with Prime could also potentially bring back the largely-abandoned practice of video game movie tie-ins. Fans of this summer’s Masters of the Universe reboot can watch the film on Prime Video, then switch to Luna to play Masters of the Universe: Legends Unite, a strategic deckbuilding game that’s currently exclusive to Luna. This kind of transmedia synergy used to be a part of every big summer action movie, but it’s largely fallen by the wayside since the 2010s.

Luna originally debuted in 2020 as a subscription-based cloud service. Subscribers could pay a monthly fee for access to over 100 video games, which they could play through their browser by streaming them from Amazon’s servers.

Back then, Luna was Amazon’s entry into what was shaping up to be a publisher-driven “battle for the cloud,” with companies like Google and Nvidia all launching their own game streaming services. Over time, however, the cloud’s impact on gaming hasn’t matched its early hype.

More recently, the component crunch has driven up the price of consoles and graphics cards, and that plays into Amazon’s bet on Luna.

Gattis said the cloud has been “technology ahead of its time,” in part because the industry aimed it at the wrong people, pitching it as a direct replacement for consoles and gaming PCs.

“That’s a heavy lift to ask somebody like myself,” he said. “I’ve invested both emotionally and financially in my Series X console and my 5090 graphics card. I’m happy.”

Amazon is catering to everyone else: players unlikely to buy a gaming PC or a current-generation console, let alone the next generation of gaming hardware at even higher prices. For the first time, Gattis said, there are “a lot more people who are going to think about the cloud as a viable alternative to $1,500 hardware.”

Hayete Gallot, now executive vice president of Microsoft Security, speaks at a Microsoft event in France in 2024. (Microsoft Photo) GeekWire is profiling over the next few weeks some of the people and teams that are shaping the evolution of Microsoft in what we’re calling its “Microsoft 2.5” era.

AI has had an impact on just about every tech-product category, but especially security. Attackers are using AI; customers are looking to defend with AI. The goalposts keep shifting. “Agentic security” is now the holy grail, and Hayete Gallot, the newly minted executive vice president of Microsoft Security, is leading the charge toward it.

Gallot, a 16-plus-year Microsoft veteran who rejoined the company in February after a 1.5-year Google detour, replaced Charlie Bell, who came to Microsoft from AWS in 2021 and continues at the company as an individual contributor focused on engineering quality.

“Customers care about two things: solving for security and being able to afford it,” Gallot said when I asked during our interview this week why she came back to Microsoft.

“I am a problem solver. And an engineer at heart (and by training). Security is the most important problem right now — and Microsoft is the only place with all of the puzzle pieces to help our customers.”

Since her return, Gallot hasn’t been shy about shaking things up. As noted recently by The Information, at least nine corporate vice presidents who previously reported to Bell have left the company this year.

“We’re making changes to ensure we’re in the best formation to go after this opportunity,” she acknowledged.

“I’m motivated by doing the right thing for our customers, my teams, and tech outcomes,” she said. “I like to move quickly: days and weeks, not months and years, learning through execution, iterating rapidly, and adjusting based on real customer signals.”

The company isn’t starting from scratch. As of 2021, Microsoft claimed security was a $10 billion business for the company. By 2023, security had reached a $20 billion annual revenue rate, officials said.

Those claims haven’t been without controversy. Microsoft has built a huge business in finding and fixing security problems which some customers felt were of the company’s own making.

Microsoft has a wide-ranging and rather unwieldy security portfolio, encompassing identity management (Entra), endpoint protection (Defender), endpoint management (Intune), security information and event management (Sentinel), and compliance (Purview), among others.

In 2023, Microsoft introduced its Security Copilot set of AI analysis services that integrated with some of its existing security offerings. But a portal-based solution like Security Copilot doesn’t offer the kind of end-to-end coverage that an agentic security platform can, Gallot said.

The problem is that attackers are using agents, too. Customers need real-time insight into what’s happening in their environment, and the ability to act just as quickly, Gallot said.

Agentic security is about “taking the signals and turning them into a graph that is useful,” Gallot said. “If you’re trying to reason about 100 trillion signals, it’s not really effective.” The graph, she said, lets agents pick the right model for each threat and close the loop.

In practice, that means the system can quarantine a device or revoke access on its own, for example, rather than waiting for a human.

Microsoft’s core existing security products will continue to play a role as the landscape evolves, both spotting the problems and acting on them. Security Copilot isn’t going away in the process: “You’ll have Copilot and you’ll have agentic security,” she said.

The company’s new Agent 365 “control plane” — a central console for tracking every AI agent a company runs — fits in by letting customers see the “blast radius” of an agent, meaning everything a hijacked agent could reach, Gallot said. It’s similar in concept to Zero Trust, the “never trust, always verify” security model that limited how far an attacker could get with a stolen employee login, but applied now to agents rather than people.

So what exactly is this ‘agentic security’ thing? Microsoft has a whole website dedicated to the very topic.

Traditional AI security and agentic AI security are fundamentally different, Microsoft says. Agentic security doesn’t just protect models and training data; it also can protect tools, workflows, memory, connected systems and more. Because agents can take action, the potential positive and negative stakes are higher.

While AI has helped businesses make strides in finding and fixing vulnerabilities, it hasn’t gone much beyond that. Microsoft introduced its multi-model agentic scanning harness (MDASH) as its first step into the agentic security space, Gallot said.

The company used MDASH internally to boost finding and fixing Windows security issues, and it is now making it available to select customers in an expanded preview. MDASH will allow customers to use the best model for the right task to secure all different types of code bases, she said.

Microsoft is rumored to be readying a more comprehensive agentic security offering, of which MDASH is likely just one piece.

Microsoft is far from the only one doing this. AWS, Anthropic, and OpenAI are offering security tools on their platforms, and dedicated security vendors are building their own agentic platforms.

Microsoft has the advantage of scale in the enterprise. The question is whether Gallot and her new leadership team can turn that scale and emerging AI tools into both a bigger business for the company and better protection for its customers.

I keep buying Microsoft because it is the only hyperscaler I trust to own both ends of the AI supply chain: the software everyone already pays for, and the electrons that will decide who actually gets to run the models. That combination is why my finger keeps hitting the buy button, and it is why the recent drawdown feels like a gift rather than a warning.

Here is the setup. Microsoft (NASDAQ:MSFT | MSFT Price Prediction) is down 17.39% year to date and 21.39% over the past year, yet the business underneath it just posted its fourth consecutive EPS beat with $4.27 against a $4.07 estimate. Revenue climbed 18.3% year over year to $82.89 billion. The market is punishing capex. I am accumulating.

The Three Data Points That Keep Me Buying First, the demand signal. Commercial remaining performance obligations reached $627 billion, up 99%. That is contracted, signed, non-cancellable future revenue that nearly doubled in a year. Azure grew 40%, and the AI business alone crossed a $37 billion annual run rate, up 123% year over year. Satya Nadella framed it plainly on the call: “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”

Second, the quality of the compounding. Return on equity sits at 33.28%, operating margin at 45.62%, gross margin at 68.82%. Debt to equity is 0.176 and interest coverage runs 53.89x. This is a fortress funding a build-out. Shareholders got $12.7 billion returned in a single quarter, up 32% year over year.

Third, and this is the part that turns a good business into a moat: energy. By aggressively funding nuclear restarts, SMRs, and grid-permitting AI, Microsoft turns energy from an external existential risk into a proprietary moat, ensuring its data centers stay powered while turning the energy transition into a software-driven profit center. The LBNL projection has data centers consuming between 6.7% and 12% of U.S. electricity by 2028. Power is the bottleneck now. Microsoft is buying its way to the front of that line.

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

Why Not Amazon, Alphabet, or NVIDIA Amazon and Alphabet run capable clouds. Neither owns a roughly 27% stake in OpenAI worth about $135 billion, with IP rights extended through 2032 and a $250 billion incremental Azure services commitment from the counterparty. That is a structural revenue lock the other hyperscalers cannot replicate by writing a check. NVIDIA is the pick-and-shovel play, and I own picks and shovels elsewhere. I would rather own the landlord collecting the rent under a contracted backlog than the supplier selling into a replacement cycle.

The Real Risk Capex is the real concern. It hit $30.88 billion in a single quarter, up 84.39% year over year. A widely shared r/investing post argues AI infrastructure depreciates faster than railroads or fiber, with chips obsolete in about two years, and it landed hard because it is partly true. My answer: the $627 billion RPO is contracted revenue against those assets. If the backlog stops growing, I will reassess. It is still doubling.

Why I Keep Buying From Here Over ten years, Microsoft returned 695.26%. Long-term compounders tend to reward holders who look past single-quarter noise. I keep buying Microsoft because it is quietly building the one thing the AI era cannot manufacture on demand: guaranteed power under a signed contract.

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

Contact [email protected] for any questions or corrections.

Nvidia NVDA shares fell in trading on Thursday even after Alphabet raised its capital expenditure guidance for 2026, as investors appeared to rotate toward memory and semiconductor specialists instead of the largest technology stocks.

Nvidia stock declined 2.18% in trading, snapping a 3-day winning streak, while Micron Technology and SK Hynix rose 2.5% and 2.8%, respectively.

The moves followed Alphabet’s quarterly earnings, in which the Google parent increased its 2026 capital expenditure guidance to between $195 billion and $205 billion, up from its previous forecast of $180 billion to $190 billion.

The revised spending outlook eased concerns that investment in artificial intelligence infrastructure could slow.

Much of the additional spending is expected to go toward expanding AI infrastructure, including chips and memory, benefiting suppliers across the semiconductor industry.

However, Nvidia did not immediately participate in the rally.

Alphabet shares also came under pressure, falling almost 6.3% despite reporting stronger-than-expected earnings, as investors focused on the company's higher AI spending commitments.

The market reaction suggested investors may be shifting away from the largest technology companies and toward more specialized AI hardware providers.

A recent trend had seen investors sell semiconductor stocks in favor of large technology companies.

Alphabet’s latest spending guidance appears to have reversed part of that trade, prompting renewed buying interest in memory manufacturers such as Micron and SK Hynix while weighing on Nvidia.

Although Nvidia remains one of the world's leading AI chipmakers, its rapid rise to become one of the world's most valuable public companies has increasingly positioned it alongside Big Tech companies rather than smaller semiconductor names.

Other technology giants also traded lower on Thursday morning, with Amazon falling 4.9% and Meta Platforms declining 4.3%.

Analysts remain bullish while options signal cautionDespite Thursday's decline, longer-term sentiment toward Nvidia remains largely positive.

A Barchart analysis noted that the platform's Technical Opinion indicator rates Nvidia as an "80% Strong Buy," citing a strengthening short-term outlook.

Analysts also maintain an average price target of just over $304, supported by expectations for new semiconductor architectures and continued AI infrastructure spending.

However, the analysis also highlighted caution in the options market ahead of Nvidia's second-quarter earnings, scheduled for Aug. 26.

According to the analysis, options traders are paying elevated implied volatility premiums for out-of-the-money put options expiring shortly after earnings, suggesting increased demand for downside protection.

Separately, a Motley Fool report argued that Nvidia remains attractive despite concerns over the sustainability of AI spending.

The report noted that Nvidia's valuation metrics, including its price-to-earnings ratio and price-to-free-cash-flow ratio, are near five-year lows and below those of several other companies benefiting from AI spending.

It argued that Nvidia's products have applications beyond artificial intelligence, pointing to previous demand from cryptocurrency mining and suggesting future opportunities in areas such as quantum computing.

Key Takeaways T added 367,000 fiber customers as advanced home Internet connections rose 29.5% year over year.Converged households churn at roughly half the rate and deliver a high-single-digit revenue uplift.AT&T targets 70% of wireless traffic on open-capable platforms and $4 billion in annual savings. AT&T Inc. (T - Free Report) is trying to turn connectivity demand into a more durable growth model. Its strategy now leans on fiber, 5G and business network services rather than old media and video assets.

Execution matters. Fiber reach, wireless scale and edge demand can support revenues and margins, while capital intensity and competition remain checks.

AT&T Rides the Fiber Convergence TrendFiber is central to AT&T because it supports more than stand-alone broadband additions. In the second quarter of 2026, the company recorded more than 1 million advanced connectivity net additions, including 646,000 Internet net additions and 432,000 postpaid phone net additions.

AT&T added 367,000 fiber customers in the quarter, while advanced home Internet connections rose 29.5% year over year. The convergence rate reached 42.5%, meaning a growing share of those Internet customers also had an AT&T postpaid wireless plan.

That mix matters because management indicated that converged households churn at roughly half the rate of stand-alone accounts and carry a high-single-digit average revenue per account uplift. AT&T ended the quarter with 38.6 million consumer and business fiber locations reached.

T Uses 5G to Broaden Internet ReachAT&T’s 5G strategy supports the fiber push rather than replacing it. The company uses millimeter-wave spectrum in dense areas and mid- and low-band holdings elsewhere to balance capacity and coverage.

Management has tied fiber and 5G together in a converged network that reaches more than 90 million customer locations with advanced Internet services over either fiber or 5G. Fixed wireless is one sign of that broader reach, with AT&T adding 279,000 fixed wireless customers in the second quarter.

T-Mobile US, Inc. (TMUS - Free Report) remains a relevant benchmark in wireless and home broadband competition. Its presence keeps pressure on carriers to pair network quality with attractive customer offers.

AT&T Pushes Toward AI-Ready NetworksAT&T’s edge and artificial intelligence-related network strategy is an emerging growth angle, not an immediate earnings reset. Management expects AI-ready connectivity needs to grow as users require lower latency, stronger uplink capacity and reliable traffic management.

The building blocks are dense fiber, 5G backhaul, spectrum depth, mobile edge computing zones and private 5G deployments. AT&T has cited more than 20 metro mobile edge computing zones live and more than 150 active private 5G and edge trials.

The planned EchoStar 600 MHz spectrum acquisition is intended to strengthen low-band uplink capacity. That could become more useful if AI workloads gradually lift backbone traffic and demand more reliable two-way network performance.

T Seeks Efficiency Through Open RANGrowth alone is not enough for AT&T’s investment case. The company also needs to run its network more efficiently as fiber, spectrum and 5G spending remain high.

Open radio access network, or Open RAN, is part of that effort. AT&T plans to use Ericsson technology to deploy a commercial-scale Open RAN buildout and aims to move 70% of wireless network traffic across open-capable platforms by late 2026.

The broader transformation plan includes vendor rationalization, artificial intelligence enablement, digitalization and lower legacy operating support costs. Management is targeting $4 billion in annual cost savings by the end of 2028. Verizon Communications Inc. (VZ - Free Report) offers another large-scale network comparison for investors focused on network cost discipline.

How AT&T’s Ratings Frame the Trend TradeAT&T offers exposure to several important connectivity trends, but the stock is not a clean growth call. Fiber convergence, fixed wireless adoption, edge workloads and Open RAN efficiency give the company a credible roadmap, while legacy declines and promotional wireless competition still limit improvement.

The stock currently carries a Zacks Rank #3 (Hold). Its Value Score of A points to a favorable valuation profile, but the Growth Score of D and Momentum Score of F show weaker signals on earnings growth characteristics and near-term price trend.

The VGM Score of C places the combined style picture in the middle. Investors may see value in T’s connectivity exposure and income profile, but the market is still waiting for stronger growth and momentum signals.

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

Wall Street analysts forecast that Ford Motor Company (F - Free Report) will report quarterly earnings of $0.33 per share in its upcoming release, pointing to a year-over-year decline of 10.8%. It is anticipated that revenues will amount to $45.72 billion, exhibiting a decrease of 2.6% compared to the year-ago quarter.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 5.3% to its current level. 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 rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

In light of this perspective, let's dive into the average estimates of certain Ford Motor metrics that are commonly tracked and forecasted by Wall Street analysts.

Analysts predict that the 'Revenues- Ford Pro' will reach $18.41 billion. The estimate indicates a year-over-year change of -2.1%.

It is projected by analysts that the 'Revenues- Ford Credit' will reach $3.37 billion. The estimate points to a change of +4.1% from the year-ago quarter.

According to the collective judgment of analysts, 'Revenues- External Revenues- Ford Blue' should come in at $25.71 billion. The estimate indicates a change of -0.3% from the prior-year quarter.

Analysts expect 'Revenues- External Revenues- Ford Model e' to come in at $1.62 billion. The estimate indicates a change of -31.3% from the prior-year quarter.

Analysts' assessment points toward 'Wholesale Units - Ford Pro' reaching 421.07 thousand. Compared to the current estimate, the company reported 429.00 thousand in the same quarter of the previous year.

Based on the collective assessment of analysts, 'Wholesale Units - Ford Blue' should arrive at 669.70 thousand. The estimate compares to the year-ago value of 696.00 thousand.

The average prediction of analysts places 'Wholesale Units - Ford Model e' at 43.69 thousand. Compared to the current estimate, the company reported 60.00 thousand in the same quarter of the previous year.

The collective assessment of analysts points to an estimated 'Adjusted EBIT- Ford Pro' of $1.68 billion. The estimate compares to the year-ago value of $2.32 billion.

The consensus among analysts is that 'Adjusted EBIT- Ford Credit' will reach $546.08 million. Compared to the present estimate, the company reported $645.00 million in the same quarter last year.

The combined assessment of analysts suggests that 'Adjusted EBIT- Ford Blue' will likely reach $1.24 billion. Compared to the present estimate, the company reported $661.00 million in the same quarter last year.

View all Key Company Metrics for Ford Motor here>>>

Shares of Ford Motor have demonstrated returns of +4.2% over the past month compared to the Zacks S&P 500 composite's +0.4% change. With a Zacks Rank #3 (Hold), F 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 >>>> .

The upcoming report from United Parcel Service (UPS - Free Report) is expected to reveal quarterly earnings of $1.65 per share, indicating an increase of 6.5% compared to the year-ago period. Analysts forecast revenues of $21.75 billion, representing an increase of 2.5% year over year.

The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

Given this perspective, it's time to examine the average forecasts of specific UPS metrics that are routinely monitored and predicted by Wall Street analysts.

The consensus estimate for 'Revenue- International Package- Cargo and other' stands at $174.31 million. The estimate suggests a change of +1.9% year over year.

The average prediction of analysts places 'Revenue- U.S. Domestic Package- Ground' at $10.71 billion. The estimate suggests a change of +2.1% year over year.

The combined assessment of analysts suggests that 'Revenue- U.S. Domestic Package- Deferred' will likely reach $1.05 billion. The estimate indicates a change of +2.3% from the prior-year quarter.

Analysts predict that the 'Revenue- U.S. Domestic Package' will reach $14.47 billion. The estimate indicates a year-over-year change of +2.8%.

Analysts expect 'Average revenue per piece - International Package - Total' to come in at $23.03 . Compared to the current estimate, the company reported $21.14 in the same quarter of the previous year.

It is projected by analysts that the 'Average daily package volume - International Package - Export' will reach 1.61 million. The estimate compares to the year-ago value of 1.68 million.

According to the collective judgment of analysts, 'Average daily package volume - International Package - Domestic' should come in at 1.42 million. Compared to the current estimate, the company reported 1.51 million in the same quarter of the previous year.

Based on the collective assessment of analysts, 'Average revenue per piece - U.S. Domestic Package - Ground' should arrive at $12.34 . Compared to the current estimate, the company reported $11.46 in the same quarter of the previous year.

The collective assessment of analysts points to an estimated 'Average revenue per piece - U.S. Domestic Package - Total' of $14.24 . Compared to the present estimate, the company reported $13.03 in the same quarter last year.

Analysts' assessment points toward 'Average revenue per piece - International Package - Domestic' reaching $9.31 . Compared to the present estimate, the company reported $8.61 in the same quarter last year.

Analysts forecast 'Average revenue per piece - International Package - Export' to reach $35.14 . Compared to the present estimate, the company reported $32.38 in the same quarter last year.

The consensus among analysts is that 'Average daily package volume - International Package - Total' will reach 3.02 million. The estimate is in contrast to the year-ago figure of 3.19 million.

View all Key Company Metrics for UPS here>>>

Shares of UPS have experienced a change of +9.1% in the past month compared to the +0.4% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), UPS 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 >>>> .

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Palantir (NASDAQ:PLTR | PLTR Price Prediction) has been down 29.92% year to date while the S&P 500 has gained 9.60%. But the one reason Palantir can beat the market from here is the same reason it has beaten it over five years: a Rule of 40 score of 145%, matched only by NVIDIA (NASDAQ:NVDA), Micron (NASDAQ:MU), and SK hynix.

Our 24/7 Wall St. price target for Palantir is $162.35, implying 30.33% upside from $124.57. Recommendation: Buy. Confidence: high, at 90%.

24/7 Wall St. Price Target Summary Metric Value Current Price $124.57 24/7 Wall St. Price Target $162.35 Upside 30.33% Recommendation BUY Confidence Level 90% Why Palantir Sold Off Despite Blowout Numbers Palantir sits 12% below its 52-week high of $207.52 and roughly 17% above its 52-week low of $106.37. Shares are down 6.87% in the past week.

Yet fundamentals keep improving. In Q1 FY2026, filed May 4, 2026, adjusted EPS of $0.33 beat the $0.2795 consensus by 18.07%, and revenue of $1.63 billion grew 84.71% YoY, extending the streak to eight straight EPS beats.

U.S. commercial revenue jumped 133% YoY to $595 million, and management raised FY2026 revenue guidance to $7.650 to $7.662 billion (71% growth). Over five years, PLTR is up 471.16%.

The Case for $200+ Our bull scenario projects PLTR reaching $203.55 in 12 months, a 63.4% total return. U.S. commercial acceleration anchors this path: remaining deal value ended Q1 at $4.92 billion, up 112% YoY, and TCV closed was $2.41 billion (+61% YoY).

Free cash flow more than tripled to $925 million, with FY2026 adjusted FCF guided to $4.2 to $4.4 billion. The Street consensus target of $183.12 sits between our base and bull cases.

The Risks Worth Watching PLTR trades at a trailing P/E of 150x and forward P/E of 91x, versus an implied model P/E of 131x. Our bear scenario lands at $142.36 (+14.29%), but broader multiple compression could retest the 52-week low.

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Stock-based compensation of $201.6 million in Q1 and government contract termination-for-convenience clauses are legitimate concerns. GAAP operating income of $754 million (46% margin) demonstrates genuine GAAP profitability, a mark most software peers cannot claim even after backing out SBC.

How Palantir Compares to Snowflake and CrowdStrike Snowflake (NYSE:SNOW) is the closest data-platform peer, but the growth gap is wide: SNOW grew Q1 FY27 revenue 33.5% YoY and remains GAAP-unprofitable with an operating margin of -30.6%.

Palantir grew 84.71% at a 46% operating margin. Our $162.35 target looks conservative relative to what investors pay for slower, unprofitable data infrastructure.

CrowdStrike (NASDAQ:CRWD) offers a better valuation contrast. CRWD grew Q1 FY27 revenue 25.6% and carries a $192 billion market cap. Palantir’s $298.6 billion market cap is a premium, but with more than triple the growth rate, the multiple is defensible.

Hold Through the Volatility, Buy on Dips Verdict: Buy, with high (90%) confidence in the 24/7 Wall St. price target of $162.35. The Rule of 40 at 145% combined with FY2026 guidance raised twice already is the tipping factor.

The setup rewards investors who can tolerate a beta of 1.56 across a 12-month horizon. Investors unable to absorb another 30% drawdown may find the risk/reward less compelling. Growth this durable rarely stays this cheap for long.

Palantir Price Prediction 2026-2030 Year 24/7 Wall St. Price Target 2026 $162 2027 $189 2028 $217 2029 $243 2030 $266 These projections assume Palantir executes on U.S. commercial expansion and defends operating margins near 40%. Significant upside or downside could result from major government contract shifts or accelerated enterprise AIP adoption.

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Key Takeaways MercadoLibre's Q1 GMV rose 42% to $19 billion as items sold jumped 47% to 721.7 million.Brazil's FX-neutral GMV grew 38%, with items sold up 56% and unique buyers rising 32%.Mexico, Argentina and Chile posted FX-neutral GMV growth of 28%, 41% and 40%, respectively. MercadoLibre, Inc. (MELI - Free Report) demonstrated broad-based gross merchandise volume (GMV) growth across Latin America during the first quarter of 2026. Consolidated GMV reached $19 billion, representing a 42% year-over-year increase in U.S. dollars and 36% growth on a foreign-exchange-neutral basis, underscoring rising consumer engagement across the company’s commerce ecosystem. The increase was supported by a 47% year-over-year jump in total items sold to 721.7 million units.

Brazil, the company's largest market, spearheaded this growth as foreign-exchange-neutral GMV growth accelerated to 38% year over year. This performance marks a steady quarterly acceleration from the 30% growth recorded in the first quarter of 2025. Items sold in Brazil jumped 56% year over year, more than double the 25% growth recorded in the first quarter of 2025, while unique buyer growth in the country surged to 32%, the fastest pace in five years.

MELI attributed Brazil’s stronger performance to increased buyer activity following the lower free shipping threshold, which drove higher conversion, greater shopping frequency, stronger retention and record customer satisfaction. At the same time, daily active users grew faster than monthly active users.

The momentum extended across the region. Mexico generated 28% foreign-exchange-neutral GMV growth despite a tougher tax environment affecting smaller merchants, while Argentina posted 41% growth on top of a high comparison base. Chile also maintained strong momentum with 40% GMV growth, supported by higher free shipping penetration and faster delivery capabilities.

Management emphasized that these results demonstrate continued market share gains across key markets and reinforce the long-term opportunity as e-commerce adoption across Latin America remains well below more mature markets.

What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 18.7% over the past six months compared with the industry’s 3% decline. While Amazon shares have jumped 2.7%, Sea Limited has fallen 16.7% in the aforementioned period.
 

Image Source: Zacks Investment Research

From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio is 35.17, higher than the industry average of 21.92. The stock is also trading above its 12-month median level of 34.46.

MercadoLibre is trading at a premium to Amazon (forward 12-month P/E of 25.53) and Sea Limited (20.96).

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.
 

Image Source: Zacks Investment Research

MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Two of America’s top war stocks – Lockheed Martin (NYSE: LMT) and RTX Corporation (NYSE: RTX) – enjoyed a particularly strong market open on Thursday, July 23.

Specifically, LMT shares soared more than 9% as the regular session started to their press-time price of $567.76, while RTX saw a slightly smaller, 7% rally to $208.33.

RTX and LMT stock rallies following latest earnings. Source: Google The moves offered a reprieve to the defense companies following a sharp drop they suffered earlier in 2026 after a ceasefire between the U.S. and Iran was announced and came as a result of the firm’s latest earnings.

Lockheed Martin now expects up to $81.75 billion in sales on strong missile growth To begin with, Lockheed Martin announced its revenue soared 11% compared to the same period in the previous year and hit $20.1 billion, while earnings per share (EPS) proved even more impressive at $7.94.

For comparison, in the second quarter (Q2) of 2025, the figure stood at $1.46. 

Guidance – which was, much like the Q2 results – was partially bolstered by strong growth in missile-related orders and was lifted to between $79.75 billion and $81.75 billion for sales, and to an EPS between $29.95 and $30.65 for the whole year.

Previously, the ranges stood at $77.5 billion to $80 billion and $29.35 to $30.25, respectively. 

RTX calls for $96 billion in sales after YoY rise of 14.5% Elsewhere, RTX’s results were just as impressive. The corporation’s revenue soared 14.5% year-over-year (YoY) to $24.7 billion, and EPS rose 21.2% to $1.89, signalling the firm managed a double beat. 

Indeed, analysts were forecasting that the defense giant would hit $22.9 billion in sales and an EPS of $1.66.

RTX also gladdened shareholders with full-year outlook upgrades. Specifically, the company now expects its revenue to come in the range between $95 billion and $96 billion, and EPS between $7.10 and $7.25.

Previously, RTX called for $92.5 billion to $93.5 billion in sales, and an EPS somewhere between $6.70 and $6.90.

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A.O. Smith (AOS - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on July 30, 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 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 water heaters and boilers is expected to post quarterly earnings of $0.96 per share in its upcoming report, which represents a year-over-year change of -10.3%.

Revenues are expected to be $986.45 million, down 2.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.21% 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 A.O. Smith?For A.O. Smith, 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 -2.08%.

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

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

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that A.O. Smith would post earnings of $0.94 per share when it actually produced earnings of $0.85, delivering a surprise of -9.57%.

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.

A.O. Smith 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.

Key Takeaways SPGI is expected to report Q2 EPS of $4.49, up 1.4% y/y, before market open on July 28. S&P Global's ratings and indices revenues are projected to rise on debt activity and asset-linked fees. SPGI's market intelligence and mobility units are expected to benefit from AI, M&A and subscriptions. S&P Global Inc. (SPGI - Free Report) is scheduled to release second-quarter 2026 results on July 28, before market open.

SPGI has a decent history of earnings surprises, having surpassed the Zacks Consensus Estimate in the past three trailing quarters and missing once, with an average surprise of 3.6%.

S&P Global’s Q2 ExpectationsThe Zacks Consensus Estimate for revenue is pegged at $3.7 billion, indicating a 2.9% decline from the year-ago quarter’s actual.

The consensus mark for revenues from market intelligence is close to $1.3 billion, which is indicated to improve 3.6% year over year. Growth in this segment is likely to have been attributed to product strength, fast-paced AI integration, strategic M&A, and robust commercial sales. Strong renewals and net sales across the franchise are anticipated to have driven subscription revenues. The With Intelligence buyout is expected to have provided a continued impetus to the segment’s growth.

For ratings, the Zacks Consensus Estimate for revenues is set at $1.3 billion, a 14.4% jump from the year-ago actuals. Expansion in transactional and non-transactional revenues is anticipated to have improved this segment’s growth. Transactional revenues are likely to have been supported by rising billed issuance, driven by solid investment-grade debt activity. Higher annual fees and strong CRISIL performance are relevant factors expected to have improved non-transactional revenues.

The Zacks Consensus Estimate for mobility revenues is set at $473 million, up 8% year over year. Solid subscription momentum, coupled with customer wins across CARFAX and automotiveMastermind, is expected to have supported this segment’s growth. Momentum in subscription adoption and discretionary spending is likely to have aided manufacturing revenues, adding to the segment’s growth.

The consensus mark for revenues from indices is pinned at $534.8 million. It is anticipated to improve 19.9% year over year. Asset-linked fees and consistent net inflows into the S&P 500 are expected to have been the primary factors improving the segment’s revenues. Other factors, including high trading volumes, innovation in decentralized finance and robust business demand in data and custom subscriptions, are likely to have contributed to growth.

The consensus estimate for earnings per share is set at $4.49, indicating a 1.4% increase on a year-over-year basis.

What Our Model Predicts About SPGIOur proven model does not conclusively predict an earnings beat for S&P Global this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

SPGI has an Earnings ESP of 0.00% and a Zacks Rank of 5 (Strong Sell).

Stocks to ConsiderHere are a few stocks that, according to our model, have the right combination of elements to beat on earnings this time around.

Chatham Lodging Trust (CLDT - Free Report) : The Zacks Consensus Estimate for the company’s second-quarter 2026 revenues is $86.9 million, suggesting an 8.2% year-over-year rise. For earnings, the consensus estimate is kept at 45 cents per share, indicating a 25% uptick from the year-ago quarter’s actual. The company beat the consensus estimate in the trailing four quarters, with an average surprise of 15.6%.

CLDT has an Earnings ESP of +2.22% and sports a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The company is scheduled to declare second-quarter 2026 results on Aug. 4.

Apple Hospitality REIT (APLE - Free Report) : The Zacks Consensus Estimate for the company’s second-quarter 2026 revenues is pegged at $393.7 million, indicating year-over-year growth of 2.4%. For earnings, the consensus estimate is 49 cents, suggesting a 4.3% gain from the year-ago quarter’s reported figure. The company beat the consensus estimate in the trailing quarters, with an average of 4.5%.

APLE has an Earnings ESP of +2.04% and a Zacks Rank of 1 at present. The company is scheduled to declare second-quarter 2026 results on Aug. 5.

SAN FRANCISCO, July 23, 2026 (GLOBE NEWSWIRE) -- Investors in Wix.com Ltd. (NASDAQ: WIX) saw the price of their shares tank $20.56 (-27%) on May 13, 2026, wiping out over $1.1 billion of the company’s market capitalization, after Wix announced its Q1 2026 financial results and a massive 46% year-over-year increase in operating expenses and questions over the company’s ability to defend its core business.

The news and severe market reaction have prompted national shareholder rights law firm Hagens Berman to open an investigation into whether Wix may have misled investors about the nature of its spending and, if so, whether the federal securities laws may have been violated. The firm urges Wix investors who suffered significant losses to contact the firm now to discuss their rights.

Wix.com Ltd. (WIX) Investigation: 

Global web development platform company Wix faces AI disruption concerns over whether traditional website builders can maintain competitive moats as AI-native tools proliferate and enable non-technical users to create web presence without needing platforms like Wix.

To confront this challenge, Wix positioned AI initiatives, Base44 and Harmony, as a two-pronged defense against the vibe coding trend threatening the company’s core business.

The company has assured investors that “[w]e expect innovation-driven growth to be accompanied by high impact but disciplined investments to fully unlock the market opportunity ahead for both Wix and Base44.”

In contrast, investors’ expectations were dashed on May 13, 2026. That day, Wix revealed aggressive and front-loaded AI compute expenses for Harmony and Base44. More specifically, the rapid expansion of Base44 and Harmony rollout radically altered Wix’s cost structure primarily through front-loading sales and marketing (“S&M”) expenses. Collectively, the initiatives drove non-GAAP S&M expenses to $190.7 million, a year-over-year 88% increase that caused the company’s non-GAAP operating margin to collapse from 21% during the prior year period to just 5% while sending its quarterly operating expenses up 46% from the prior year period.

The market swiftly reacted, scalping over $1.1 billion from Wix’s market capitalization that day and prompting analysts’ surprise over the magnitude of the margin miss.

“We’re investigating whether Wix may have intentionally understated the adverse effects of its AI initiatives on its operating results,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.

If you invested in Wix and have substantial losses, or have knowledge that may assist the firm’s investigation, submit your losses now »

If you’d like more information and answers to frequently asked questions about the firm’s Wix investigation, read more »

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

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

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

Contact:
Reed Kathrein, 844-916-0895

Fueling growth in Marriott's global all-inclusive portfolio, agreement is set to bring Autograph Collection Hotels to Zanzibar and Marriott Hotels to Jamaica.

Key Facts:

Marriott International and Catalonia Hotels & Resorts are expanding their relationship through two new all-inclusive resorts in Jamaica and Tanzania. The projects will bring a Marriott Hotels All-Inclusive Resort to Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort to Zanzibar, Tanzania, two growing leisure destinations. The agreements support Marriott's continued global expansion in all-inclusive resorts, with 38 open properties in CALA and 20 additional projects in the pipeline across CALA and EMEA. , /PRNewswire/ -- Marriott International, Inc. today announced the signing of two all-inclusive resort agreements with Catalonia Hotels & Resorts, the leading Spanish hospitality company. Signed on July 22 in Barcelona, the agreements include a Marriott Hotels All-Inclusive Resort in Montego Bay, Jamaica, and an Autograph Collection All-Inclusive Resort in Zanzibar, Tanzania, reinforcing Marriott's continued expansion in the all-inclusive segment and Catalonia's confidence in Marriott's brand portfolio.

Rendering of Marriott All-Inclusive Resort in Montego Bay, Jamaica "These agreements represent a significant milestone in our all-inclusive strategy and demonstrate the strength of our relationships with experienced owners seeking to maximize value through Marriott's globally recognized brands," said Laurent de Kousemaeker, Chief Development Officer, Caribbean and Latin America (CALA) for Marriott International. "Catalonia already knows Marriott through its ownership of Renaissance Barcelona Fira Hotel, and we are delighted to expand our collaboration through two distinctive resorts in highly desirable leisure destinations. We continue to see growing interest from owners and investors who recognize the power of Marriott's brands, distribution platform, and development expertise."

Introducing Marriott Hotels to Montego Bay, one of Jamaica's leading resort destinations, The Marriott All-Inclusive Resort in Montego Bay is expected to open in 2028 following the conversion of the former Catalonia Montego Bay. Located on a beachfront site near Sangster International Airport, the 522-room resort is planned to feature 13 dining venues, three pools, approximately 12,917 square feet of meeting space, a spa, fitness center, tennis and pickleball courts, a lazy river, and more than 2,130 feet of beachfront.

The second agreement will introduce an All-Inclusive Resort to Zanzibar, Tanzania under Autograph Collection Hotels. Expected to open in 2027, the new-build property is planned to feature 271 guestrooms and a wellness-focused guest experience. Planned amenities include multiple swimming pools, a spa, a theater, an oceanfront jetty with a seawater pool and bar, and a diverse culinary program with a variety of specialty restaurants. Upon opening, the resort will offer travelers an all-inclusive experience that combines the individuality and character of the Autograph Collection brand with Zanzibar's rich culture, natural beauty, and growing appeal as an international leisure destination.

"These signings highlight Marriott's ability to grow strategically across multiple regions while serving owners with differentiated solutions tailored to local market opportunities," said Jerome Briet, Chief Development Officer, Europe, Middle East and Africa (EMEA) for Marriott International. "The addition of this Autograph Collection Resort in Zanzibar represents an important step in our all-inclusive expansion across the EMEA region. Backed by a strong all-inclusive pipeline and proven expertise, Marriott's brand portfolio offers owners diverse opportunities to expand in all-inclusive in coveted markets around the world."

Catalonia currently owns, leases, and operates 82 hotels totaling more than 12,000 rooms. The company has built a strong reputation through a portfolio that spans urban hotels throughout Europe and leisure resorts in CALA, including properties in Mexico and the Dominican Republic. Catalonia also owns the Renaissance Barcelona Fira Hotel, an incredible property in the Fira area of Barcelona.

"We are pleased to strengthen our relationship with Marriott International through these two significant projects," said Manuel Valenzuela, Chief Commercial & Operations Officer, on behalf of Catalonia Hotels & Resorts. "This agreement reflects leading international brands' recognition of our operational excellence and the strength of our management model. It also aligns with the company's expansion strategy, including collaborations that support our growth in strategic markets."

As a leader in the all-inclusive segment, Marriott continues to grow its portfolio across key leisure destinations worldwide. As of July 2026, the company has 38 all-inclusive properties across nine markets in the CALA region under seven brands, with 16 properties representing 5,600 rooms in the development pipeline. In the EMEA region, Marriott's all-inclusive pipeline includes 4 properties representing nearly 1,990 rooms.

These agreements further reinforce Marriott's commitment to expanding its global all-inclusive footprint while providing owners with access to Marriott Bonvoy, the industry-leading travel platform with nearly 283 million members.

ABOUT MARRIOTT INTERNATIONAL

Marriott International, Inc. (Nasdaq: MAR) is based in Bethesda, Maryland, USA, and encompasses a portfolio of compelling brands across luxury, premium, select, midscale, extended stay, and all-inclusive, with approximately 10,000 properties in 146 countries and territories, as of June 11, 2026. Marriott franchises, operates, and licenses hotel, residential, timeshare, yacht, outdoor, and other lodging products all around the world. The company offers Marriott Bonvoy®, its highly awarded travel platform. For more information, please visit our website at www.marriott.com, and for the latest company news, visit www.marriottnewscenter.com. In addition, connect with us on Facebook and @MarriottIntl on X and Instagram. 

ABOUT CATALONIA HOTELS & RESORTS

Catalonia Hotels & Resorts is a family-owned hotel company founded in Barcelona in the early 1980s. The group currently operates 82 hotels and resorts across 25 destinations, with more than 12,000 rooms and a strong presence in Barcelona, Madrid, other key Spanish and European cities, as well as the Caribbean. Its portfolio comprises urban hotels, leisure properties and all-inclusive resorts, supported by a growth model that combines asset ownership with excellence in the long-term operation of its hotels.

ABOUT MARRIOTT HOTELS

With over 615 hotels and resorts in more than 70 countries and territories around the world, Marriott Hotels® continues to elevate the art of hospitality – placing people first is the brand's living legacy – ensuring guests always feel deeply cared for throughout their stay. Marriott Hotels raises the bar by consistently delivering heartfelt service, with modern, comfortable spaces, and by providing experiences elevated beyond the everyday. As global travelers' needs and expectations evolve, so does Marriott Hotels, leading the industry with innovations including the Greatroom lobby and Mobile Guest Services that embrace style, design, and technology. For more information, please visit www.marriotthotels.com, and stay connected on Facebook, @marriott on X, and @marriotthotels on Instagram. Marriott Hotels is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments, and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.

ABOUT AUTOGRAPH COLLECTION HOTELS

Autograph Collection® Hotels advocates for the original, championing the individuality of each of its over 360 independent hotels located in the most desirable destinations across more than 55 countries and territories. Each hotel is a product of passion, inspired by a clear vision, soul, and story that makes it individual and special: Exactly Like Nothing Else. Hand-selected for their inherent craft and distinct perspectives on design and hospitality, Autograph Collection properties offer rich immersive moments that leave a lasting imprint. For more information, please visit www.autographhotels.com, and explore on social via Instagram, X, and Facebook to be inspired by immersive moments that are #ExactlyLikeNothingElse. Autograph Collection is proud to participate in Marriott Bonvoy®, the global travel program from Marriott International. The program offers members an extraordinary portfolio of global brands, exclusive experiences on Marriott Bonvoy Moments and unparalleled benefits including free nights and Elite status recognition. To enroll for free or for more information about the program, visit marriottbonvoy.com.

SOURCE Marriott International, Inc.

Wall Street expects a year-over-year increase in earnings on higher revenues when Rivian Automotive (RIVN - 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 30. 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 a manufacturer of motor vehicles and passenger cars is expected to post quarterly loss of $0.65 per share in its upcoming report, which represents a year-over-year change of +18.8%.

Revenues are expected to be $1.58 billion, up 21.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.21% 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 Rivian Automotive?For Rivian Automotive, 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 -4.29%.

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

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

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Rivian Automotive would post a loss of$0.6 per share when it actually produced a loss of -$0.55, delivering a surprise of +8.33%.

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.

Rivian Automotive 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.

An Industry Player's Expected ResultsFord Motor Company (F - Free Report) , another stock in the Zacks Automotive - Domestic industry, is expected to report earnings per share of $0.33 for the quarter ended June 2026. This estimate points to a year-over-year change of -10.8%. Revenues for the quarter are expected to be $45.72 billion, down 2.6% from the year-ago quarter.

The consensus EPS estimate for Ford Motor has been revised 5.3% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -5.58%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Ford Motor will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

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