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After a fraught relationship during the president's first term, GM's latest pivots are boosting revenue.

For years, Chinese companies such as Alibaba and Baidu headed to the U.S. to list their shares, citing its deeper capital markets and higher valuations. Now, one American biotech firm is betting on doing the opposite.

Axiom Biosciences, a San Diego-based developer of regenerative and genetic medicines, plans to go public in Hong Kong in 2027, followed by a secondary U.S. listing in 2029. The company says the "contrarian" move will open the door to sophisticated, biotech-focused investors while bringing it closer to clinical and commercial partners across Asia.

"Some of the most important science in the world is being built in the United States, but the way it gets funded hasn't kept pace," said Remo Moomiaie-Qajar, founder and CEO of Axiom. 

The Hong Kong exchange's stricter listing standards compared to the U.S. point to a mature biotech ecosystem, Moomiaie-Qajar told CNBC, while noting that recent biopharma listings in the city have outperformed those on the Nasdaq.

Public markets offer an alternative way to raise money as biotech firms face a tougher fundraising environment, he said. While clinical trials become more expensive as they progress, the pool of venture investors willing and able to write large checks gets smaller – especially for companies that did not secure major backers early on, he added.

Chinese biotech firms have flocked to the city's bourse amid a government push and as innovative drugmakers' financing needs grow. The Hang Seng Biotech Index in Hong Kong has climbed more than 75% since January 2025, surpassing the roughly 40%-50% gains in the ICE Biotechnology Index and the Nasdaq Biotechnology Index, tracking U.S.-listed firms during the same period, according to LSEG data.   

"The U.S. remains the deepest and most institutionalized biotech capital pool in the world," said Danny Xiang, founding partner at the life science-focused private equity firm Fontus Capital. "That depth is precisely why the most fundable, globally competitive assets still raise and list in the U.S.," and why it's rare for a purely American biotech firm to choose Hong Kong as its primary venue, he said.

What's changed, however, is Hong Kong's growing appeal as one of the world's largest biotech fundraising hubs, with more than 70 listings in the sector and reforms introduced last year that streamlined their IPO process, Xiang said.

Global biotech firms are increasingly drawn to the city's expanding biopharma investor base and its proximity to Chinese pharmaceutical partners, which could help speed up clinical trials and lower costs.

Still, Xiang said, local investors tend to favor companies with a clear China connection, backing assets where they see opportunities to co-develop, manufacture or sell products with Chinese partners.

George Wu, a Hong Kong-based partner at law firm DLA Piper, said the Hong Kong biotech sector's lower valuations, relative to the Nasdaq, have also attracted more international investors seeking upside potential. 

The U.S. is also on track for its strongest run of biotech IPOs in years, with both Parabilis Medicines, a clinical-stage cancer drug developer, and Kailera Therapeutics, an obesity-drug maker, soaring around 60% on their debuts earlier this year, after raising more than $600 million each. The SPDR S&P Biotech ETF (XBI) rallied 76% over the trailing year as of Tuesday.

Inventing vs. scalingBiotechnology has been a long-term priority for Beijing, which has spent decades funding basic research, reforming drug regulation, and attracting experienced scientists and executives trained abroad, including the U.S., back to China.

Lower labor and manufacturing costs, a deep pool of science graduates, access to large datasets, targeted uses of AI in areas such as drug design, and China's vast population – with many patients concentrated at major hospitals that can aid clinical-trial recruitment – have helped China advance in biologics, genomics and drug development, experts say.

However, a survey by the Cure Innovation Index in June found that despite leading in clinical development and supply chains, China still lags the U.S. in the quality, commercial reach and cutting-edge strength of its biomedical science. 

"The U.S. leads '0-to-1'," in breakthroughs in foundational science and novel biology, Xiang said, while China increasingly leads "1-to-100," meaning fast, capital-efficient implementation to reach patients. 

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Axiom is co-developing a therapy with South Korea-based biopharma firm Medinno for newborns with severe brain injuries linked to high death rates. The therapy has received two U.S. Federal Drug Administration designations for rare pediatric diseases, and a Phase 1 trial involving nine newborns in South Korea has been completed.

Axiom also plans to study the treatment as a possible therapy for adults who have suffered strokes.

"Because there are no regenerative therapies for these brain injuries, it's imperative that we move through clinical trials as rapidly as possible. And I think Asia is the right place to do that," Moomiaie-Qajar told CNBC.

China closing inIn December, a bipartisan U.S. legislative commission warned that China was beginning to outpace the U.S. in some areas of biopharmaceutical innovation, building on "advantages gained from non-market practices and brute force economics" – a term used by some in Washington to describe China's state-led push for leadership in strategic industries.

The commission urged coordinated action across the public and private sectors to retain – and in some areas regain – U.S. biotechnology leadership.

Washington has moved against prominent Chinese biotech firms in recent years.

The Commerce Department has imposed export restrictions on several entities linked to genomics giant BGI Group, while the Pentagon last month added the pharmaceutical company WuXi AppTec to its list of firms that it alleges have ties to the Chinese military. WuXi sued the Department of Defense days later, seeking to overturn what it called an erroneous designation.

While Nasdaq and the New York Stock Exchange allow biotech firms to apply for a listing before they generate revenue or begin human testing, Hong Kong requires at least 12 months of research and development and a core product past the concept stage. 

"A U.S. IPO is generally faster for a company that qualifies, and Hong Kong's review times have stretched as applications piled up," Xiang said.

— CNBC's Evelyn Cheng contributed to this report.

On July 21, 2026, Wayfair Inc (W) shares fell 3.4% to close at $84.81. The stock has been under pressure, now trading within a 52-week range of $55.01 to $119.9

New York, New York--(Newsfile Corp. - July 21, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the "Class Period"), of the important August 7, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306055

Source: The Rosen Law Firm PA

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Salman Hassan Khan, the chief financial officer of MARA Holdings, Inc. (MARA +4.97%), reported a sale of 16,000 shares of common stock on July 17, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueShares sold (indirectly held)16,000Transaction value$174,400Post-transaction shares (directly held)1,670,140Post-transaction shares (indirectly held)393,066Post-transaction value$22.06 millionTransaction value based on SEC Form 4 weighted average sale price ($10.90); post-transaction value based on July 17, 2026 market close ($10.69).

Key questionsWhat was the mechanism governing this transaction?
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on September 11, 2025. This allows insiders to set up a predetermined schedule for selling shares to avoid concerns about trading on non-public information.How does this sale affect Salman Hassan Khan's long-term exposure to the company?
Despite the disposition of 16,000 shares, the CFO maintains a substantial equity position of about 2.1 million total shares. His direct holdings of 1.7 million shares remain unchanged by this transaction.What is the recent performance context for the stock?
As of the transaction date, shares have seen a one-year decline of roughly 35%. The broader company context includes a trailing twelve-month net loss of $2.0 billion.Who are the beneficiaries of the indirect holdings?
The shares sold were held by the S & N Khan Family Trust. The reporting person and his spouse act as trustees, while immediate family members are the sole beneficiaries of this entity.Company OverviewMetricValueShare Price (as of market close 2026-07-17)$12.25Market Capitalization$4.7 billionRevenue (TTM)$867.8 millionNet Income (TTM)-$2.0 billionCompany SnapshotMARA Holdings operates as a digital asset technology company focused on Bitcoin mining, generating revenue through the ownership and operation of Bitcoin mining facilities, the sale of proprietary software and technology to third-party Bitcoin ecosystem operators, and the provision of advisory and consulting services to support Bitcoin mining ventures across domestic and international jurisdictions.The company's business model centers on deploying capital-intensive mining infrastructure powered by renewable energy resources, leveraging technological innovation to optimize mining operations, and monetizing intellectual property and expertise through software licensing and strategic advisory services.MARA Holdings serves institutional investors, cryptocurrency ecosystem participants, and energy companies seeking exposure to Bitcoin mining, targeting both domestic and international markets with a focus on sustainable, technology-enabled mining operations.MARA Holdings, Inc. is a substantial participant in the Bitcoin mining sector, positioning it as a significant infrastructure provider within the digital asset ecosystem. The company differentiates itself through its integration of renewable energy resources, proprietary mining technology, and advisory capabilities, enabling it to serve as both an operational mining enterprise and a technology solutions provider to the broader Bitcoin mining industry. Despite current profitability challenges reflected in a TTM net loss of $2.0 billion, the company maintains a strategic focus on long-term value creation within the evolving cryptocurrency infrastructure landscape.

What this transaction means for investorsThe shares were sold through the S & N Khan Family Trust, not his personal holdings, and trust assets can be managed for estate and family purposes on timelines that have nothing to do with where a stock trades day to day, or month to month. Plus, the plan behind it was set last September, and his combined position still runs to roughly 2.1 million shares.

As finance chief, Khan has been steering the company through a real pivot. First-quarter revenue fell 18% to $174.6 million, which he attributed on the latest earnings call to "an 18% decrease in Bitcoin's average price." However, MARA is now pushing into artificial intelligence and high-performance computing, buying French data center operator Exaion for $168 million in cash up front and cutting about 15% of its workforce at a cost of $45.9 million. It refinanced its credit line down to 7% from 10.5%, with $513.7 million in cash on hand. Long-term, the ongoing pivot will be a determinantfactor. Mining revenue rises and falls with Bitcoin, but data center contracts don't, and whether MARA can build a second business is the open question.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

On July 21, 2026, Hecla Mining Co HL shares rose 7.0% to a current price of $15.29. Despite today's positive movement, the stock has experienced significant volatility over the past year, with a 52-week range between $5.62 and $34.17.

GF Value™ verdict: Current price is $15.29 vs GF Value™ of $9.66, indicating a 58.3% overvaluation.GF Score™ of 67/100 suggests the stock is above average in terms of overall quality.Notable signal: The company has had no insider transactions in the last 3 months. Is HL Overvalued or Undervalued? Hecla Mining Co's current stock price of $15.29 is significantly above the GF Value™ estimate of $9.66, marking the shares as 58.3% overvalued. This discrepancy indicates that the stock may not offer a sufficient margin of safety for new investors, as the current pricing suggests that the market has higher expectations for the company's future performance than what is supported by its intrinsic value. The GF Valuation label classifies HL as significantly overvalued, which raises the risk for potential declines in stock price, especially if future performance does not meet market expectations.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current valuation, potential investors should proceed with caution, as the high valuation suggests a risk of correction, particularly in volatile market conditions.

How Does HL's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 37.3x 65.2x Forward P/E 15.6x N/A Hecla Mining Co's current P/E (TTM) of 37.3x is significantly below its 5-year median P/E of 65.2x, which indicates that the stock is trading below its historical valuation. Despite this lowered P/E ratio, it still aligns with the GF Value™ verdict of being overvalued. This suggests that while the stock may appear more attractive than its past valuations, the intrinsic value still does not justify the current market price.

What Does HL's GF Score™ Tell Us? Metric Rating GF Score™ 67/100 Financial Strength 9/10 Profitability 6/10 Growth 3/10 Valuation 3/10 Momentum 6/10 The GF Score™ of 67/100 indicates that Hecla Mining Co has above-average quality based on various metrics. The strongest area is its Financial Strength, rated 9/10, suggesting a solid balance sheet and low financial risk. Conversely, the weakest area is Growth, with a score of 3/10, which implies limited growth prospects. The Valuation rank also stands at 3/10, reinforcing the concerns raised by the GF Value™ assessment regarding the stock's current pricing.

What Are Insiders Doing with HL Stock? There have been no insider transactions reported in the last 3 months for Hecla Mining Co. This lack of insider activity may suggest that management does not believe the current share price reflects a significant investment opportunity, or it could indicate a wait-and-see approach among insiders concerning the company’s future performance. Such inactivity might also signal a lack of confidence in the stock's valuation at this time.

What This Means for Investors Based on the GF Value™ assessment, Hecla Mining Co is currently overvalued, with a significant gap between its market price and intrinsic value. This situation suggests caution for potential investors, as the high valuation may expose them to greater risks in the event of market corrections.

For the complete analysis, visit the Hecla Mining Co HL stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is HL's GF Score™?

HL has a GF Score™ of 67/100, indicating that it is above average based on GuruFocus' quality metrics.

Is HL overvalued or undervalued?

HL is currently overvalued, with a GF Value™ of $9.66 compared to its current price of $15.29, suggesting a 58.3% overvaluation.

What is HL's P/E ratio?

HL's P/E (TTM) is 37.3x, which is significantly below its 5-year median P/E of 65.2x, indicating the stock is trading below its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Array Technologies, Inc. (ARRY - Free Report) ended the recent trading session at $6.05, demonstrating a +1.6% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.89%. At the same time, the Dow added 0.74%, and the tech-heavy Nasdaq gained 1.29%.

Coming into today, shares of the company had lost 30.33% in the past month. In that same time, the Oils-Energy sector gained 4.15%, while the S&P 500 lost 0.63%.

Market participants will be closely following the financial results of Array Technologies, Inc. in its upcoming release. The company plans to announce its earnings on August 5, 2026. It is anticipated that the company will report an EPS of $0.11, marking a 56% fall compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $323.84 million, indicating a 10.6% downward movement from the same quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $0.73 per share and a revenue of $1.45 billion, indicating changes of +8.96% and +13.02%, respectively, from the former year.

Investors should also note any recent changes to analyst estimates for Array Technologies, Inc. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 1.83% higher. As of now, Array Technologies, Inc. holds a Zacks Rank of #1 (Strong Buy).

In terms of valuation, Array Technologies, Inc. is currently trading at a Forward P/E ratio of 8.17. This signifies a discount in comparison to the average Forward P/E of 18.81 for its industry.

It is also worth noting that ARRY currently has a PEG ratio of 0.7. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Solar was holding an average PEG ratio of 0.85 at yesterday's closing price.

The Solar industry is part of the Oils-Energy sector. Currently, this industry holds a Zacks Industry Rank of 57, positioning it in the top 24% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

On July 21, 2026, Viasat Inc (VSAT) shares rose 6.0% today, closing at $73.63. The stock has seen a remarkable price performance with a 52-week range between $1

Dynatrace (DT - Free Report) closed the most recent trading day at $42.85, moving -4.16% from the previous trading session. This move lagged the S&P 500's daily gain of 0.89%. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Shares of the software intellegence company witnessed a gain of 10.5% over the previous month, beating the performance of the Computer and Technology sector with its loss of 6.6%, and the S&P 500's loss of 0.63%.

The upcoming earnings release of Dynatrace will be of great interest to investors. The company is predicted to post an EPS of $0.45, indicating a 7.14% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $549.3 million, showing a 15.07% escalation compared to the year-ago quarter.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.95 per share and revenue of $2.33 billion, indicating changes of +14.71% and +15.23%, respectively, compared to the previous year.

Investors should also take note of any recent adjustments to analyst estimates for Dynatrace. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, there's been a 0.22% fall in the Zacks Consensus EPS estimate. Dynatrace is currently a Zacks Rank #3 (Hold).

Investors should also note Dynatrace's current valuation metrics, including its Forward P/E ratio of 22.97. Its industry sports an average Forward P/E of 12.98, so one might conclude that Dynatrace is trading at a premium comparatively.

Investors should also note that DT has a PEG ratio of 1.65 right now. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Computers - IT Services stocks are, on average, holding a PEG ratio of 0.99 based on yesterday's closing prices.

The Computers - IT Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 68, positioning it in the top 28% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

On July 21, 2026, Zions Bancorp NA (ZION) shares fell 4.0% to a current price of $69.06. This drop comes amid a 52-week range of $46.19 to $73.34, reflecting si

Western Union (WU - Free Report) ended the recent trading session at $8.47, demonstrating a -2.19% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a gain of 0.89% for the day. On the other hand, the Dow registered a gain of 0.74%, and the technology-centric Nasdaq increased by 1.29%.

Heading into today, shares of the money transfer company had gained 22.14% over the past month, outpacing the Business Services sector's gain of 4.27% and the S&P 500's loss of 0.63%.

Analysts and investors alike will be keeping a close eye on the performance of Western Union in its upcoming earnings disclosure. The company's earnings report is set to go public on July 30, 2026. The company's upcoming EPS is projected at $0.43, signifying a 2.38% increase compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $1.01 billion, showing a 1.83% drop compared to the year-ago quarter.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.75 per share and a revenue of $4.18 billion, indicating changes of 0% and +3.24%, respectively, from the former year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Western Union. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 0.62% fall in the Zacks Consensus EPS estimate. Western Union is holding a Zacks Rank of #3 (Hold) right now.

Digging into valuation, Western Union currently has a Forward P/E ratio of 4.96. Its industry sports an average Forward P/E of 11.89, so one might conclude that Western Union is trading at a discount comparatively.

It is also worth noting that WU currently has a PEG ratio of 1.1. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Financial Transaction Services industry stood at 0.89 at the close of the market yesterday.

The Financial Transaction Services industry is part of the Business Services sector. With its current Zacks Industry Rank of 85, this industry ranks in the top 35% of all industries, numbering over 250.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Fiserv’s Debit Network Talks Raise a Bigger Question for Visa and MastercardCapital One Financial NYSE: COF reported second-quarter 2026 earnings of $3 billion, or $4.73 per diluted common share, as management said the company continued to generate top-line growth while advancing its Discover integration and adding Brex to its domestic card business.

Chief Financial Officer Andrew Young said results included several adjusting items tied to the Discover and Brex acquisitions. Excluding those items, Capital One earned $5.81 per share. Revenue rose 4% from the first quarter, while non-interest expense increased 7%, producing 1% growth in pre-provision earnings. On an adjusted basis, pre-provision earnings were flat quarter over quarter.

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Synchrony’s Comeback Is Hiding in Plain SightThe company’s provision for credit losses declined $1.1 billion, or 27%, from the prior quarter to $3 billion. Young said the provision reflected $3.7 billion of net charge-offs and a $662 million allowance release, bringing the allowance balance to $23 billion. Capital One’s total portfolio coverage ratio fell 26 basis points to 5.02%.

Card Business Posts Growth, Credit Improves Chairman and Chief Executive Officer Richard Fairbank said Capital One’s domestic card business delivered “another quarter of top-line growth and strong credit results.” He noted that year-over-year comparisons now include Discover in period-end balances, while items such as purchase volume and revenue still reflect partial-quarter impacts from the acquisition.

Ally Financial Is Back to Basics—And Investors Are WatchingDomestic card purchase volume rose 26% year over year, primarily due to the addition of partial-quarter Discover volume. Fairbank said legacy Capital One purchase volume growth modestly accelerated, with additional tailwinds from Brex and a small legacy corporate card business that was moved from commercial banking into domestic card. Legacy Discover purchase volume grew just under 2%, while purchase volume for legacy Capital One businesses, including Brex and corporate card, rose about 14%.

Ending domestic card loan balances increased 2.6% year over year. Legacy Discover card loans declined 1.5%, which Fairbank said was in line with management’s expectations for a temporary “brownout” in Discover loan growth. Excluding Discover, ending loans rose about 5.3%.

Domestic card revenue increased 30% from the second quarter of 2025, largely reflecting the addition of Discover revenue. Excluding Discover, revenue rose 9.5%, driven mainly by organic growth in legacy Capital One purchase volume and loans. The domestic card charge-off rate was 4.71%, down 39 basis points from the first quarter and 54 basis points from a year earlier. The delinquency rate was 3.39%, down 31 basis points sequentially and 21 basis points year over year.

Discover Integration Remains on Track Fairbank said Capital One is 14 months into its planned 24-month Discover integration and that the process is “going well.” He said the company completed the conversion of Capital One debit customers to the Discover Network, and second-quarter results included the full quarterly run-rate debit revenue synergies from that milestone.

The company has realized about one-third of the quarterly run rate of announced operating expense synergies, Fairbank said, and remains on track to deliver the full $2.5 billion of announced synergies. In response to analyst questions, Young said operating expense synergies are more back-loaded and that Capital One remains on track to achieve the remaining operating expense synergies by the second half of 2027.

Fairbank said 50% of Discover originations are now on Capital One’s technology platform, with new originations expected to be fully on Capital One’s tech stack by the end of the third quarter. The Discover back book will move in waves, with major conversion activity beginning later in July and additional waves planned for October and January. Fairbank said the back book is expected to be fully on Capital One’s technology stack in the first quarter of next year.

Management said the Discover card loan growth brownout is temporary. Fairbank said Discover had dialed back origination programs and credit line management before the acquisition, and Capital One has made some additional trims in areas where it is less comfortable, particularly involving high-balance revolvers. He said those pullbacks have contributed to strong credit performance.

Consumer Banking, Auto and Commercial Trends In consumer banking, Fairbank said global payment network transaction volume was approximately $190 billion in the quarter. Network transaction volume increased 156% from the partial-quarter volume recorded in the second quarter of 2025, reflecting the Discover addition and the debit conversion. Sequentially, transaction volume rose about 9%.

Auto originations increased 19% from the prior-year quarter. Consumer banking ending loan balances rose $9.2 billion, or about 11%, year over year, while average loans also increased 11%. Ending consumer deposits grew about 5% from a year earlier, and average deposits rose 19%.

Consumer banking revenue rose about 26% year over year, driven mainly by the addition of partial-quarter Discover operations, Discover revenue synergies and growth in auto loans. Non-interest expense increased about 24%, reflecting Discover, higher marketing for the national consumer banking business, increased auto originations and technology investments. The auto charge-off rate was 1.43%, up 18 basis points year over year but down 21 basis points from the first quarter.

In commercial banking, ending and average loan balances each increased about 1% from the linked quarter. Ending deposits declined about 1%, while average deposits were essentially flat. The commercial banking net charge-off rate rose 24 basis points sequentially to 0.53%. The criticized performing loan rate declined to 4.4%, and the criticized non-performing loan rate decreased to 1.32%.

Liquidity, Margin and Capital Young said liquidity reserves ended the quarter at about $144 billion, down $21 billion from the prior quarter. Cash declined by about $22 billion to approximately $55 billion, primarily due to loan growth, wholesale funding maturities late in the quarter and the impacts from Brex. Capital One’s preliminary average liquidity coverage ratio was 165%, and its preliminary average net stable funding ratio was 136%.

Net interest margin was 8.01%, up 14 basis points from the first quarter. Young attributed nine basis points of the increase to one additional day in the quarter, with the remainder driven by a lower rate paid on retail deposits and a $5 billion decline in average cash balances.

Capital One’s common equity tier 1 capital ratio ended the quarter at 13.7%, down 70 basis points from the prior quarter. Young said $2.7 billion of share repurchases, an approximately 40-basis-point impact from the Brex transaction and an increase in risk-weighted assets more than offset quarterly net income.

Management Highlights Investment Priorities Fairbank said Capital One continues to invest in technology, data, artificial intelligence, premium card benefits, lounges, experiences, network acceptance and the buildout of a digital-first national bank. He said the company still expects earnings power after the Discover integration to be consistent with what it expected when the deal was announced, even after acquiring Brex and bringing in-house the technology supporting Capital One Travel.

On Brex, Fairbank said Capital One is “as excited as ever” more than 100 days after closing the deal. He said Brex is beginning to see early tailwinds from Capital One’s brand, balance sheet and lead-sharing efforts, while larger benefits will require technical integration and will be unlocked over time.

Asked about the consumer backdrop, Fairbank said the U.S. consumer and economy remain resilient. He said Capital One continues to see strong delinquency trends, high payment rates, healthy spending growth and stable revolve rates across major products and segments. He added that 2024 and 2025 card originations in legacy Capital One are performing better than 2022 and 2023 originations and are “a bit below pre-pandemic levels.”

About Capital One Financial (NYSE:COF)Capital One Financial Corporation NYSE: COF is a diversified bank holding company headquartered in McLean, Virginia. The company's core businesses include credit card lending, consumer and commercial banking, and auto finance. Capital One issues a wide range of credit card products for consumers and small businesses, and it operates deposit and digital banking services aimed at retail customers and small to midsize enterprises.

Products and services include credit and charge cards, checking and savings accounts (including the online-focused Capital One 360 platform), auto loans, and commercial lending solutions.

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

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On July 21, 2026, Rambus Inc RMBS shares rose 4.7% today, closing at $105.79. The stock has experienced significant volatility over the past month, declining by 25.1%, but is up 15.1% year-to-date. The 52-week range for RMBS has been between $62.81 and $174.10.

GF Value™ verdict: Current price $105.79 vs GF Value™ of $94.54, indicating the stock is 11.9% overvalued.GF Score™ of 90/100, indicating a strong overall rating.Notable signal: Financial Strength rated 10/10, suggesting excellent financial stability. Is RMBS Overvalued or Undervalued? According to GF Value™, Rambus Inc is currently overvalued, trading at $105.79 compared to an intrinsic value estimation of $94.54, resulting in an overvaluation of 11.9%. This overvaluation presents a potential risk for investors, suggesting that the stock may not provide a sufficient margin of safety for new purchases at the current price. The GF Valuation label categorizes RMBS as "Modestly Overvalued," indicating caution for those considering entry into the stock.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current market price, investors may want to approach RMBS with caution, as the potential for a price correction exists if the stock fails to deliver on future growth expectations.

How Does RMBS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 50.4x 34.2x Forward P/E 35.4x N/A The current P/E ratio of 50.4x is significantly above its 5-year median of 34.2x, indicating that RMBS shares are trading at a premium relative to their historical valuation. This analysis aligns with the GF Value™ assessment, reinforcing the view that the stock is overvalued at its current price level.

What Does RMBS's GF Score™ Tell Us? Metric Rating GF Score™ 90/100 Financial Strength 10/10 Profitability 6/10 Growth 10/10 Valuation 7/10 Momentum 9/10 The GF Score™ of 90/100 indicates that Rambus has strong potential for long-term returns, with notable strengths in Financial Strength and Growth, both rated at 10/10. However, the Profitability rank of 6/10 suggests there might be room for improvement in generating consistent earnings relative to its peers.

What Are Insiders Doing with RMBS Stock? In recent months, insider activity has shown a pattern of selling, with insiders disposing of $11.8 million worth of shares without any buying activity reported. This trend may raise concerns among investors about the confidence insiders have in the company’s future prospects. Insider selling can be interpreted as a lack of conviction in the stock's current valuation or future growth potential.

What This Means for Investors Based on the assessment of GF Value™, Rambus Inc RMBS is currently overvalued. The intrinsic value estimation suggests that there is potential risk associated with investing at the current price level. Investors may need to reassess their positions or consider the potential for price corrections in the near future.

For the complete analysis, visit the Rambus Inc RMBS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is RMBS's GF Score™?

The GF Score™ for Rambus Inc is 90/100, indicating a strong potential for long-term returns based on its financial strength, growth prospects, and other key metrics.

Is RMBS overvalued or undervalued?

Rambus Inc is considered overvalued based on its current price of $105.79 compared to the GF Value™ of $94.54, suggesting a margin of 11.9% overvaluation.

What is RMBS's P/E ratio?

Rambus Inc has a trailing P/E ratio of 50.4x, which is significantly higher than its 5-year median of 34.2x, indicating that the stock is trading at a premium relative to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

First Financial Bancorp (FFBC - Free Report) came out with quarterly earnings of $0.8 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -1.24%. A quarter ago, it was expected that this holding company for First Financial Bank would post earnings of $0.7 per share when it actually produced earnings of $0.77, delivering a surprise of +10%.

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

First Financial, which belongs to the Zacks Banks - Midwest industry, posted revenues of $265.33 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.37%. This compares to year-ago revenues of $227.58 million. 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.

First Financial shares have added about 41.8% since the beginning of the year versus the S&P 500's gain of 8.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.84 on $273.1 million in revenues for the coming quarter and $3.19 on $1.08 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, Banks - Midwest is currently in the top 31% 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.

First Financial Corp. (THFF - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This holding company for First Financial Bank is expected to post quarterly earnings of $1.71 per share in its upcoming report, which represents a year-over-year change of +8.9%. The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level.

First Financial Corp.'s revenues are expected to be $72.05 million, up 14.3% from the year-ago quarter.

Akamai Technologies (AKAM - Free Report) ended the recent trading session at $124.91, demonstrating a +1.45% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.89%. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.

Coming into today, shares of the cloud services provider had gained 1.98% in the past month. In that same time, the Computer and Technology sector lost 6.6%, while the S&P 500 lost 0.63%.

The upcoming earnings release of Akamai Technologies will be of great interest to investors. The company's earnings report is expected on August 6, 2026. The company is forecasted to report an EPS of $1.58, showcasing a 8.67% downward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $1.09 billion, showing a 4.76% escalation compared to the year-ago quarter.

AKAM's full-year Zacks Consensus Estimates are calling for earnings of $6.74 per share and revenue of $4.49 billion. These results would represent year-over-year changes of -5.34% and +6.81%, respectively.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Akamai Technologies. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.25% lower. Akamai Technologies currently has a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that Akamai Technologies has a Forward P/E ratio of 18.27 right now. This represents a premium compared to its industry average Forward P/E of 17.28.

Also, we should mention that AKAM has a PEG ratio of 2.24. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Internet - Services industry held an average PEG ratio of 1.87.

The Internet - Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 100, positioning it in the top 41% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

In the latest trading session, American Eagle Outfitters (AEO - Free Report) closed at $17.36, marking a -1.03% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 0.89%. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Prior to today's trading, shares of the teen clothing retailer had lost 1.41% lagged the Retail-Wholesale sector's gain of 1.33% and the S&P 500's loss of 0.63%.

Market participants will be closely following the financial results of American Eagle Outfitters in its upcoming release. The company's upcoming EPS is projected at $0.21, signifying a 53.33% drop compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $1.37 billion, showing a 6.45% escalation compared to the year-ago quarter.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.76 per share and a revenue of $5.81 billion, signifying shifts of +17.33% and +5.66%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for American Eagle Outfitters. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate has moved 0.39% lower within the past month. American Eagle Outfitters is currently sporting a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that American Eagle Outfitters has a Forward P/E ratio of 9.96 right now. This signifies a discount in comparison to the average Forward P/E of 16.53 for its industry.

Meanwhile, AEO's PEG ratio is currently 3.83. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Retail - Apparel and Shoes industry was having an average PEG ratio of 1.23.

The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 62, which puts it in the top 26% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

Marathon Petroleum (MPC - Free Report) ended the recent trading session at $319.76, demonstrating a +1.41% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily gain of 0.89%. Meanwhile, the Dow experienced a rise of 0.74%, and the technology-dominated Nasdaq saw an increase of 1.29%.

The stock of refiner has risen by 27.51% in the past month, leading the Oils-Energy sector's gain of 4.15% and the S&P 500's loss of 0.63%.

Market participants will be closely following the financial results of Marathon Petroleum in its upcoming release. The company plans to announce its earnings on August 4, 2026. It is anticipated that the company will report an EPS of $14.67, marking a 270.45% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $34.83 billion, up 2.14% from the prior-year quarter.

For the full year, the Zacks Consensus Estimates project earnings of $35.82 per share and a revenue of $144.74 billion, demonstrating changes of +234.77% and +7.04%, respectively, from the preceding year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Marathon Petroleum. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 14.27% increase. Marathon Petroleum is currently sporting a Zacks Rank of #3 (Hold).

Looking at valuation, Marathon Petroleum is presently trading at a Forward P/E ratio of 8.8. This represents a discount compared to its industry average Forward P/E of 9.61.

We can also see that MPC currently has a PEG ratio of 0.42. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Oil and Gas - Refining and Marketing industry stood at 0.38 at the close of the market yesterday.

The Oil and Gas - Refining and Marketing industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 40, finds itself in the top 17% echelons of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Vistra Corp. (VST - Free Report) closed at $162.33 in the latest trading session, marking a +2.75% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.89% for the day. At the same time, the Dow added 0.74%, and the tech-heavy Nasdaq gained 1.29%.

Coming into today, shares of the company had lost 5.54% in the past month. In that same time, the Utilities sector gained 0.76%, while the S&P 500 lost 0.63%.

The investment community will be paying close attention to the earnings performance of Vistra Corp. in its upcoming release. The company is slated to reveal its earnings on August 7, 2026. The company is expected to report EPS of $2.43, up 140.59% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $6.42 billion, indicating a 50.98% growth compared to the corresponding quarter of the prior year.

VST's full-year Zacks Consensus Estimates are calling for earnings of $9.53 per share and revenue of $23.85 billion. These results would represent year-over-year changes of +81.18% and +34.45%, respectively.

Investors should also take note of any recent adjustments to analyst estimates for Vistra Corp. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 2.3% higher. Vistra Corp. is holding a Zacks Rank of #1 (Strong Buy) right now.

With respect to valuation, Vistra Corp. is currently being traded at a Forward P/E ratio of 16.58. This indicates a discount in contrast to its industry's Forward P/E of 17.82.

The Utility - Electric Power industry is part of the Utilities sector. This group has a Zacks Industry Rank of 154, putting it in the bottom 38% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Western Alliance (WAL - Free Report) reported $1.01 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 17.5%. EPS of $2.22 for the same period compares to $2.07 a year ago.

The reported revenue represents a surprise of +3.28% over the Zacks Consensus Estimate of $973.85 million. With the consensus EPS estimate being $2.33, the EPS surprise was -4.72%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Western Alliance performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Efficiency Ratio: 58% versus the three-analyst average estimate of 55.3%.Net Interest Margin: 3.5% versus 3.3% estimated by three analysts on average.Average Balance - Total interest earning assets: $91.66 billion versus $91.25 billion estimated by two analysts on average.Net charge-offs to average loans - annualized: 0.4% versus 0.4% estimated by two analysts on average.Total non-interest income: $198.8 million versus the three-analyst average estimate of $182.88 million.Service charges and fees: $63.1 million compared to the $65.54 million average estimate based on two analysts.Net gain on loan origination and sale activities: $53.4 million versus $68.1 million estimated by two analysts on average.View all Key Company Metrics for Western Alliance here>>>

Shares of Western Alliance have returned +2.8% over the past month versus the Zacks S&P 500 composite's -0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Alaska Air Group (ALK - Free Report) came out with a quarterly loss of $0.92 per share versus the Zacks Consensus Estimate of a loss of $0.97. This compares to earnings of $1.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +5.16%. A quarter ago, it was expected that this airline would post a loss of $1.61 per share when it actually produced a loss of $1.68, delivering a surprise of -4.35%.

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

Alaska Air, which belongs to the Zacks Transportation - Airline industry, posted revenues of $4.07 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.73%. This compares to year-ago revenues of $3.7 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.

Alaska Air shares have lost about 8.5% since the beginning of the year versus the S&P 500's gain of 8.7%.

What's Next for Alaska Air?While Alaska Air 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 Alaska Air was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.41 on $4.31 billion in revenues for the coming quarter and -$0.06 on $15.85 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, Transportation - Airline is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, JetBlue Airways (JBLU - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 28.

This airline is expected to post quarterly loss of $0.70 per share in its upcoming report, which represents a year-over-year change of -337.5%. The consensus EPS estimate for the quarter has been revised 26.4% higher over the last 30 days to the current level.

JetBlue Airways' revenues are expected to be $2.7 billion, up 14.4% from the year-ago quarter.

, /PRNewswire/ -- Hagens Berman, a leading national shareholder rights law firm, is conducting an investigation into Peabody Energy Corporation (NYSE: BTU) regarding alleged violations of federal securities laws. This investigation follows the recent filing of a class action lawsuit, which alleges that Peabody misled investors concerning the operational status and production capabilities of its flagship underground longwall metallurgical coal mine, Centurion, in Queensland, Australia.

INVESTOR NOTICE: DEADLINE APPROACHING

Action: Submit your Peabody losses here Class Period: Oct. 14, 2024 – May 4, 2026 Lead Plaintiff Deadline: Aug. 24, 2026 Visit: www.hbsslaw.com/investor-fraud/btu  Contact the Firm Now: [email protected] | 844-916-0895 Focus of Peabody Energy (BTU) Securities Class Action:

The pending securities class action alleges that Peabody and its management made materially false and misleading statements regarding the true state of the Centurion mine and its readiness to achieve full-scale production. The complaint contends that throughout the class period, the company repeatedly assured investors that development was on track—highlighting in February 2026 that the team was installing the "very last shield" and that mining of premier metallurgical coal had begun.

Plaintiffs allege these statements were false because the company was encountering mechanical, electrical, and operational issues that severely impaired the ramp-up, all of which management allegedly knew or recklessly disregarded while maintaining positive production and financial guidance.

The truth behind these alleged misrepresentations emerged in stages through surprise disclosures. On March 30, 2026, Peabody filed a current report with the SEC abruptly slashing its first-quarter Centurion production guidance from approximately 700,000 tons down to roughly 250,000 tons.
The news sent the price of Peabody shares down almost 10%.

Subsequently, on May 5, 2026, the company disclosed further setbacks, lowering its full-year sales outlook for Centurion to 2.5 million tons and citing commissioning and operational headwinds. This full year 28% reduction helped send the price of Peabody shares down nearly 6%.

"Our investigation is actively probing the full scope of these pending claims to determine exactly when Peabody's management knew that the production ramp-up at the Centurion mine was falling off track," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the alleged claim in the pending suit.

Investor Rights
Investors who purchased or acquired Peabody Energy common stock during the Class Period are encouraged to contact our legal team:

Report your losses to HBSS: Click here Email: [email protected] Phone: 844-916-0895 If you'd like more information and answers to other frequently asked questions about the Peabody case and the firm's investigation, read more.

Whistleblowers: Persons with non-public information regarding Peabody Energy 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.

SOURCE Hagens Berman Sobol Shapiro LLP

In the latest trading session, Leidos (LDOS - Free Report) closed at $104.92, marking a -1.96% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.89% for the day. Elsewhere, the Dow saw an upswing of 0.74%, while the tech-heavy Nasdaq appreciated by 1.29%.

Coming into today, shares of the security and engineering company had gained 2.08% in the past month. In that same time, the Computer and Technology sector lost 6.6%, while the S&P 500 lost 0.63%.

Market participants will be closely following the financial results of Leidos in its upcoming release. The company plans to announce its earnings on August 4, 2026. The company is expected to report EPS of $2.9, down 9.66% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $4.36 billion, up 2.55% from the year-ago period.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $12.3 per share and revenue of $18.12 billion. These totals would mark changes of +2.59% and +5.53%, respectively, from last year.

Any recent changes to analyst estimates for Leidos should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.41% higher. Leidos presently features a Zacks Rank of #3 (Hold).

Looking at its valuation, Leidos is holding a Forward P/E ratio of 8.7. This indicates a discount in contrast to its industry's Forward P/E of 12.98.

Investors should also note that LDOS has a PEG ratio of 1.57 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Computers - IT Services stocks are, on average, holding a PEG ratio of 0.99 based on yesterday's closing prices.

The Computers - IT Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 68, putting it in the top 28% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Freshpet (FRPT - Free Report) closed at $58.62 in the latest trading session, marking a +2.93% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.89% for the day. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Heading into today, shares of the seller of refrigerated fresh pet food had gained 11.84% over the past month, outpacing the Consumer Staples sector's gain of 2.44% and the S&P 500's loss of 0.63%.

The upcoming earnings release of Freshpet will be of great interest to investors. The company's earnings report is expected on August 5, 2026. The company is forecasted to report an EPS of $0.21, showcasing a 36.36% downward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $292.7 million, up 10.58% from the year-ago period.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.76 per share and a revenue of $1.21 billion, signifying shifts of -33.33% and +9.52%, respectively, from the last year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Freshpet. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Freshpet is currently a Zacks Rank #3 (Hold).

With respect to valuation, Freshpet is currently being traded at a Forward P/E ratio of 32.45. This expresses a premium compared to the average Forward P/E of 13.6 of its industry.

The Food - Miscellaneous industry is part of the Consumer Staples sector. With its current Zacks Industry Rank of 197, this industry ranks in the bottom 20% of all industries, numbering over 250.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow FRPT in the coming trading sessions, be sure to utilize Zacks.com.

Okta (OKTA - Free Report) ended the recent trading session at $141.71, demonstrating a -4.51% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.89%. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Shares of the cloud identity management company have appreciated by 28.01% over the course of the past month, outperforming the Computer and Technology sector's loss of 6.6%, and the S&P 500's loss of 0.63%.

The investment community will be paying close attention to the earnings performance of Okta in its upcoming release. The company's upcoming EPS is projected at $0.96, signifying a 5.49% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $792.14 million, up 8.81% from the prior-year quarter.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.83 per share and a revenue of $3.2 billion, signifying shifts of +9.43% and +9.51%, respectively, from the last year.

Investors might also notice recent changes to analyst estimates for Okta. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.04% upward. Okta currently has a Zacks Rank of #2 (Buy).

Looking at valuation, Okta is presently trading at a Forward P/E ratio of 38.75. This indicates a discount in contrast to its industry's Forward P/E of 50.85.

We can also see that OKTA currently has a PEG ratio of 2.44. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Security was holding an average PEG ratio of 3.24 at yesterday's closing price.

The Security industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 40, placing it within the top 17% of over 250 industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

Dividends come with many great perks, with the payouts essentially reflecting a form of ‘payday’ in the market. Technology sector stocks are often overlooked by income-focused investors, as these companies commonly use spare cash to fuel further growth.

And several stocks with favorable AI tailwinds – Broadcom (AVGO - Free Report) , Vertiv (VRT - Free Report) , and Caterpillar (CAT - Free Report) – shell out dividend payments. For those interested in getting paid with some AI exposure, let’s take a closer look at each.

Vertiv Benefits from Data Center Buildout Vertiv, a current Zacks Rank #2 (Buy), provides services for data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling, and IT infrastructure solutions and services.

While shares currently yield a modest 0.1% annually, the stock still reflects a strong play for those seeking a combination of growth and yield.

Broadcom Generates Huge CashBroadcom, currently a Zacks Rank #2 (Buy), has quickly entered the AI race, evolving a broad portfolio of technologies to extend its leadership in enabling next-generation AI infrastructure. Shares currently yield 0.7% annually, with the company sporting a shareholder-friendly 13.3% five-year annualized dividend growth rate.

The stock has long been a favorite among those seeking tech exposure paired with paydays, with the company’s strong cash-generating abilities allowing it to consistently reward shareholders over its history.

Caterpillar Powers Data CentersCaterpillar’s products generate the raw power for data centers, with higher demand for power products used in data center applications, primarily large reciprocating engines, reflecting a catalyst. Like those above, the stock sports a favorable Zacks Rank #2 (Buy).

The company deployed $7.9 billion in cash for share repurchases and dividend payouts throughout its FY25. Keep in mind that the company also holds the elite Dividend Aristocrat title, with shares currently yielding 0.8% annually.