McDonald's (MCD - Free Report) closed the most recent trading day at $263.91, moving -1.39% from the previous trading session. The stock fell short of 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%.
Shares of the world's biggest hamburger chain have depreciated by 0.91% over the course of the past month, underperforming the Retail-Wholesale sector's gain of 1.33%, and the S&P 500's loss of 0.63%.
The investment community will be paying close attention to the earnings performance of McDonald's in its upcoming release. The company is slated to reveal its earnings on August 4, 2026. The company is expected to report EPS of $3.32, up 4.08% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $7.14 billion, reflecting a 4.27% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $12.86 per share and revenue of $28.34 billion, which would represent changes of +5.41% and +5.42%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for McDonald's. These revisions typically reflect the latest short-term business trends, which can change frequently. 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 utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional 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 0.51% fall in the Zacks Consensus EPS estimate. Right now, McDonald's possesses a Zacks Rank of #4 (Sell).
Looking at valuation, McDonald's is presently trading at a Forward P/E ratio of 20.81. This denotes a premium relative to the industry average Forward P/E of 20.47.
We can also see that MCD currently has a PEG ratio of 2.87. 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. The Retail - Restaurants was holding an average PEG ratio of 1.99 at yesterday's closing price.
The Retail - Restaurants industry is part of the Retail-Wholesale sector. This group has a Zacks Industry Rank of 207, putting it in the bottom 16% 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.
Starbucks (SBUX 0.26%) earned about half as much in fiscal 2025 as it did the year before. Yet the stock is acting as if the opposite happened. Shares sit near $105 as of this writing, within about 4% of their 52-week high of $109.23.
That disconnect is the whole story with this stock right now. The market is paying up for CEO Brian Niccol's turnaround before it fully shows up in profits. And based on the number that leads this kind of recovery (customer traffic), there's a chance that the market has it right.
But can the turnaround's momentum persist?
The next piece of evidence arrives Wednesday, July 29, when the coffee giant reports fiscal third-quarter results.
Image source: Starbucks.
The traffic came back first Comparable store sales, which measure sales at locations open at least a year, trace the turnaround quarter by quarter. Starbucks' global comparable sales grew 1% in the fourth quarter of fiscal 2025 -- its first increase in seven quarters. They rose 4% in the fiscal first quarter of 2026. Then, in the fiscal second quarter (the period ended March 29, 2026), they climbed 6.2%. That is three straight quarters of acceleration.
Even better is what's driving the growth. Global transactions rose 3.8% in the fiscal second quarter, and in the U.S., comparable sales jumped 7.1% on a 4.3% increase in transactions.
More customers are simply walking through the doors. That's the metric that spent the depths of the slump moving in reverse. The international business is participating as well, with comparable sales up 2.6% on 2.1% transaction growth.
The recovery is reaching the income statement, too. Fiscal second-quarter revenue rose 9% year over year to $9.5 billion. The company's GAAP operating margin expanded 180 basis points to 8.7%, and earnings per share rose 32% year over year to $0.45. Non-GAAP (adjusted) earnings per share grew 22% to $0.50.
"Our second quarter marked the turn in our turnaround as our Back to Starbucks plan drove both top and bottom line growth," said Niccol in the company's fiscal second-quarter earnings release.
Management raised its outlook alongside those results. Starbucks now expects global and U.S. comparable sales to grow at least 5% this fiscal year, up from prior guidance of about 3%, with non-GAAP (adjusted) earnings per share of $2.25 to $2.45.
Today's Change
(
-0.26
%) $
-0.27
Current Price
$
104.54
The profit hole it's still climbing out of About that halved profit. Starbucks earned $1.63 per share in fiscal 2025, down from $3.31 in fiscal 2024. Net income came in at just $1.9 billion, versus $3.8 billion the year before.
The collapse wasn't primarily a demand problem -- it was spending. Niccol's Back to Starbucks plan poured money into store labor to fix slow service. And the year absorbed $892 million in restructuring charges along with inflation in coffee costs.
That context is what makes the current stock price demanding. At about $105, Starbucks trades at a price-to-earnings ratio of about 45 based on the midpoint of this year's adjusted earnings-per-share guidance. A multiple like that assumes the traffic recovery continues and margins climb well beyond this year's guided levels for years to come. In other words, the market is already pricing in a completed turnaround.
So July 29 matters. The items worth checking are U.S. comparable sales and transactions holding anywhere near the fiscal second quarter's pace, operating margin continuing to expand, and any change to the full-year outlook. Comparisons against weak year-ago quarters get harder from here, so the growth rates may naturally cool even if the recovery stays on track.
To be fair to the bulls, turnarounds led by traffic tend to be the durable kind. Price increases can be copied or reversed. Getting millions of customers back into the habit of visiting is harder to fake, and that's what the transaction growth suggests is happening.
But the stock's valuation leaves little room for a stumble. If margins recover on schedule, today's buyers will probably do fine. If the recovery pauses for even a couple of quarters, a stock priced this richly could give back a lot of its gains quickly.
Overall, I'd call the turnaround itself on track -- and the stock fully priced for it. If I owned shares, I'd hold them and let Niccol keep executing. For new money, however, I'd wait: either for a better price, or for the July 29 report to show the margin recovery is running ahead of what the company has promised.
Qualcomm (QCOM - Free Report) ended the recent trading session at $173.67, demonstrating a +1.97% change from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.89%. 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 chipmaker had lost 23.25% over the past month, lagging the Computer and Technology sector's loss of 6.6% and the S&P 500's loss of 0.63%.
Market participants will be closely following the financial results of Qualcomm in its upcoming release. The company plans to announce its earnings on July 29, 2026. The company is expected to report EPS of $2.22, down 19.86% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $9.73 billion, down 6.16% from the prior-year quarter.
QCOM's full-year Zacks Consensus Estimates are calling for earnings of $10.79 per share and revenue of $42.71 billion. These results would represent year-over-year changes of -10.31% and -3.25%, respectively.
Investors might also notice recent changes to analyst estimates for Qualcomm. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
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 ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.08% higher within the past month. Right now, Qualcomm possesses a Zacks Rank of #3 (Hold).
Looking at valuation, Qualcomm is presently trading at a Forward P/E ratio of 15.79. This indicates a discount in contrast to its industry's Forward P/E of 43.32.
It's also important to note that QCOM currently trades at a PEG ratio of 3.74. 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. As the market closed yesterday, the Electronics - Semiconductors industry was having an average PEG ratio of 1.66.
The Electronics - Semiconductors industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 47, positioning it in the top 20% 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.
You can find more information on all of these metrics, and much more, on Zacks.com.
Intel Corporation has rallied on multiple expansions, but the current valuation appears stretched ahead of Q2 earnings. I expect Q2 results to show a small net profit and 12% year-over-year revenue growth, lagging AI-driven semiconductor peers. I maintain a Hold rating on INTC stock due to modest growth versus sector leaders and a high price relative to expected earnings.
In the latest close session, Shopify (SHOP - Free Report) was down 1.16% at $123.03. This change lagged the S&P 500's 0.89% gain on the day. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.
Prior to today's trading, shares of the cloud-based commerce company had gained 15.28% outpaced the Computer and Technology sector's loss of 6.6% and the S&P 500's loss of 0.63%.
Market participants will be closely following the financial results of Shopify in its upcoming release. The company plans to announce its earnings on August 5, 2026. The company's earnings per share (EPS) are projected to be $0.39, reflecting a 11.43% increase from the same quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $3.43 billion, showing a 28.1% escalation compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.84 per share and revenue of $14.72 billion, indicating changes of +57.26% and +27.37%, respectively, compared to the previous year.
Investors should also pay attention to any latest changes in analyst estimates for Shopify. 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.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
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 past month, the Zacks Consensus EPS estimate has remained steady. As of now, Shopify holds a Zacks Rank of #1 (Strong Buy).
From a valuation perspective, Shopify is currently exchanging hands at a Forward P/E ratio of 67.76. This signifies a premium in comparison to the average Forward P/E of 17.28 for its industry.
It is also worth noting that SHOP currently has a PEG ratio of 2.05. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As the market closed yesterday, the Internet - Services industry was having an average PEG ratio of 1.87.
The Internet - Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 100, this industry ranks in the top 41% of all industries, numbering over 250.
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.
On the Tuesday, July 20 episode of CNBC’s Mad Money, Jim Cramer told viewers now was a good time to rotate out of speculative technology and into industrial blue chips. “In the end, today was a day to buy FedEx. It was a day to pick up some Honeywell Aerospace. Hey, how about buying some GE?”
Cramer argued the NASDAQ is under speculative pressure in both the U.S. and Korean markets and told viewers “to buy more tech only if we get a washout, sell-off first, where all the margin mongers and the option ogres, they just get blown out.” But for now, “It’s time to go to other sectors. They can make you money without the volatility.” The VIX volatility gauge closed at 18.77 on July 17, 2026, up 24.9% for the week and sitting in the 71.2 percentile of its 12-month range.
GE Aerospace Falls Despite a Record Order for 1,000 LEAP Engines Cramer’s loudest complaint was about GE Aerospace (NYSE:GE | GE Price Prediction). “It was down a ridiculous amount even after it got the biggest order for its ones ever, 1000 LEAP engines to power the Airbus A320neos, part of a joint venture. That wasn’t enough. I was shocked that the stock wasn’t up on that news.” Shares fell nearly eight dollars despite the order.
GE’s Q2 2026 adjusted EPS came in at $2.02 versus a $1.86 consensus, its fifth consecutive beat, on revenue of $13.35 billion, up 21.11% year over year. LEAP engine deliveries rose 24%, and management raised full-year adjusted EPS guidance to $7.65 to $7.85, with free cash flow guided to $8.90 billion to $9.20 billion. CEO Larry Culp cited an “over $210 billion backlog” in the Q2 earnings release.
Yet GE has slid 8.86% month to date through July 20, closing at $341.30. Wall Street’s consensus target sits at $397.86, with 16 buy and 3 strong-buy ratings.
FedEx’s Freight Spin and $1 Billion in Savings Simplify the Story FedEx (NYSE:FDX) offers a turnaround industrial story. The Q4 FY2026 report on June 23, 2026 delivered adjusted EPS of $6.31 versus $5.95 expected, on revenue of $25.01 billion, up 12.54%. Full-year adjusted EPS reached $20.24 versus $18.19 the prior year, and permanent cost savings exceeded $1.0 billion.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and GE Aerospace didn't make the cut. Grab the names FREE today.
The FedEx Freight spin-off closed June 1, 2026, and management guided calendar-year 2026 adjusted EPS from continuing operations to $16.90 to $18.10, with up to $1 billion in opportunistic buybacks. The stock has slipped 5.78% over the past month but remains up 63.98% year to date.
Honeywell Aerospace Gives Investors a New Aviation Pure Play Cramer’s reference to Honeywell Aerospace (NASDAQ:HONA) points to the freshly independent business spun out of Honeywell (NASDAQ:HON) on June 29, 2026, now trading on NASDAQ under the ticker HONA. In Q1 2026, Aerospace Technologies posted $4.32 billion in revenue, up 4%, with a 1.1x book-to-bill. The prior quarter delivered 21% organic sales growth in Aerospace Technologies, a datapoint that captures the commercial aftermarket and defense build-up powering the space.
Parent Honeywell reaffirmed FY2026 adjusted EPS of $10.35 to $10.65 against a backlog of $38.3 billion. HON shares are down 5.83% over the past month but up 11.71% year to date.
What to Watch Jim Cramer recommends avoiding speculative technology stocks unless a sharper sell-off clears out leveraged traders. Until then, he prefers industrial names such as FedEx, GE Aerospace, and Honeywell Aerospace because they offer exposure to cost-cutting, increasing aviation demand, and large order backlogs with less speculative volatility.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and GE Aerospace didn't make the cut. Grab the names FREE today.
Phillips 66 (PSX - Free Report) closed at $212.27 in the latest trading session, marking a +1.66% 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%.
Shares of the oil refiner witnessed a gain of 23.98% over the previous month, beating the performance of the Oils-Energy sector with its gain of 4.15%, and the S&P 500's loss of 0.63%.
The upcoming earnings release of Phillips 66 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 $7.68, showcasing a 222.69% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $36.17 billion, reflecting a 7.91% rise from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $19.84 per share and a revenue of $146.24 billion, signifying shifts of +208.07% and +7.09%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for Phillips 66. 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 shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 4.69% higher within the past month. At present, Phillips 66 boasts a Zacks Rank of #3 (Hold).
Looking at valuation, Phillips 66 is presently trading at a Forward P/E ratio of 10.53. This denotes a premium relative to the industry average Forward P/E of 9.61.
Meanwhile, PSX's PEG ratio is currently 0.27. 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. Oil and Gas - Refining and Marketing stocks are, on average, holding a PEG ratio of 0.38 based on yesterday's closing prices.
The Oil and Gas - Refining and Marketing industry is part of the Oils-Energy sector. This industry currently has a Zacks Industry Rank of 40, which puts it in the top 17% 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.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
In the latest trading session, Caterpillar (CAT - Free Report) closed at $889.97, marking a +2.97% move from the previous day. The stock outpaced the S&P 500's daily gain of 0.89%. Elsewhere, the Dow saw an upswing of 0.74%, while the tech-heavy Nasdaq appreciated by 1.29%.
Coming into today, shares of the construction equipment company had lost 15.45% in the past month. In that same time, the Industrial Products sector lost 5.7%, while the S&P 500 lost 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of Caterpillar in its upcoming earnings disclosure. The company is forecasted to report an EPS of $6.25, showcasing a 32.42% upward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $19.31 billion, indicating a 16.56% increase compared to the same quarter of the previous year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $24.87 per share and a revenue of $77.17 billion, signifying shifts of +30.48% and +14.18%, respectively, from the last year.
Investors should also pay attention to any latest changes in analyst estimates for Caterpillar. 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 suggests that these changes in estimates have a direct relationship with upcoming stock price performance. 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, 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 0.91% rise in the Zacks Consensus EPS estimate. Right now, Caterpillar possesses a Zacks Rank of #2 (Buy).
From a valuation perspective, Caterpillar is currently exchanging hands at a Forward P/E ratio of 34.76. For comparison, its industry has an average Forward P/E of 15.02, which means Caterpillar is trading at a premium to the group.
Meanwhile, CAT's PEG ratio is currently 1.69. 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 Manufacturing - Construction and Mining industry had an average PEG ratio of 1.52 as trading concluded yesterday.
The Manufacturing - Construction and Mining industry is part of the Industrial Products sector. At present, this industry carries a Zacks Industry Rank of 100, placing it within the top 41% of over 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.
Innovative Industrial Properties (IIPR - Free Report) closed the most recent trading day at $63.26, moving -1.69% from the previous trading session. 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%.
The company's stock has climbed by 8.5% in the past month, exceeding the Finance sector's gain of 1.82% and the S&P 500's loss of 0.63%.
Market participants will be closely following the financial results of Innovative Industrial Properties in its upcoming release. The company plans to announce its earnings on August 3, 2026. The company is predicted to post an EPS of $1.85, indicating a 8.19% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $66.67 million, showing a 6.01% escalation compared to the year-ago quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $7.47 per share and a revenue of $269.85 million, representing changes of +3.18% and +1.46%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Innovative Industrial Properties. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. 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, 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 no change in the Zacks Consensus EPS estimate. As of now, Innovative Industrial Properties holds a Zacks Rank of #3 (Hold).
Investors should also note Innovative Industrial Properties's current valuation metrics, including its Forward P/E ratio of 8.61. This expresses a discount compared to the average Forward P/E of 13.87 of its industry.
The REIT and Equity Trust - Other industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 64, positioning it in the top 27% 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.
Total GPC Sales: $6.5 billion, up approximately 6% from the second quarter of 2025.Adjusted Gross Margin: Expanded by 20 basis points.Adjusted Earnings Per Sha
Baidu Inc. (BIDU - Free Report) ended the recent trading session at $108.22, demonstrating a -1.45% change from the preceding day's closing price. This move lagged 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 web search company had lost 1.73% 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 investment community will be closely monitoring the performance of Baidu Inc. in its forthcoming earnings report. The company's earnings per share (EPS) are projected to be $1.51, reflecting a 20.53% decrease from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $4.65 billion, reflecting a 1.86% rise from the equivalent quarter last year.
BIDU's full-year Zacks Consensus Estimates are calling for earnings of $6.82 per share and revenue of $19.73 billion. These results would represent year-over-year changes of -10.73% and +8.98%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for Baidu Inc. 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 benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable 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 last 30 days, the Zacks Consensus EPS estimate has moved 21.18% lower. Currently, Baidu Inc. is carrying a Zacks Rank of #5 (Strong Sell).
Valuation is also important, so investors should note that Baidu Inc. has a Forward P/E ratio of 16.11 right now. Its industry sports an average Forward P/E of 17.28, so one might conclude that Baidu Inc. is trading at a discount comparatively.
Also, we should mention that BIDU has a PEG ratio of 1.87. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. BIDU's industry had an average PEG ratio of 1.87 as of yesterday's close.
The Internet - Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 100, putting it in the top 41% 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.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
ORCL daily chart shows key dynamic resistance near the 10-day and 20-day moving averages. Source: TradingView Could a Capitulation Low Attract Buyers? If the bearish correction extends below the April 2025 low of $118.86, it could move toward a long-term uptrend line that is a little lower. If reached today it would be near $114.82. That would produce an undercut of the April 2025 swing low, flushing out stops on long positions and possibly creating an opening to attract buyers.
Such a move could create a potential capitulation low, particularly if price quickly recovers back above the $118.86 support level. Since there is the potential for a decline to the trendline and therefore an undercut of a key support level, that could create the environment to attract buyers. However, this scenario is not needed for a rally to unfold before a new corrective low is established.
Successive Resistance Levels Hold the Key Initial upside resistance is near the falling 10-day moving average at $131.64. If that near-term dynamic resistance zone can be reclaimed, then ORCL may trigger a minor bullish reversal of structure before the lower swing high of $133.90. That level is closely followed by potential resistance near the 20-day moving average, now near $140.13 and falling.
A daily close above that average is needed to signal that an upside recovery may continue. However, a bullish reversal signal above the lower swing high of $149.07 will provide a more definitive bullish reversal for the declining structure. Therefore, while the successful test of long-term support near $118.86 offers an early reason for bulls to remain alert, ORCL still needs to reclaim successive resistance levels to confirm that a more durable recovery is underway.
Take-Two Interactive (TTWO - Free Report) closed at $235.93 in the latest trading session, marking a -1.28% move from the prior day. The stock trailed 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 publisher of "Grand Theft Auto" and other video games's shares have seen a decrease of 0.25% over the last month, surpassing the Consumer Discretionary sector's loss of 2.14% and the S&P 500's loss of 0.63%.
The investment community will be paying close attention to the earnings performance of Take-Two Interactive in its upcoming release. The company is slated to reveal its earnings on August 7, 2026. The company's earnings per share (EPS) are projected to be $0.31, reflecting a 49.18% decrease from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $1.35 billion, indicating a 4.81% decrease compared to the same quarter of the previous year.
TTWO's full-year Zacks Consensus Estimates are calling for earnings of $6.77 per share and revenue of $8.51 billion. These results would represent year-over-year changes of +65.12% and +26.56%, respectively.
Investors might also notice recent changes to analyst estimates for Take-Two Interactive. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Empirical research indicates that these revisions in estimates have a direct correlation with impending 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, 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. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 3.05% increase. As of now, Take-Two Interactive holds a Zacks Rank of #3 (Hold).
Digging into valuation, Take-Two Interactive currently has a Forward P/E ratio of 35.3. This denotes a premium relative to the industry average Forward P/E of 19.14.
We can additionally observe that TTWO currently boasts a PEG ratio of 3.53. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Gaming stocks are, on average, holding a PEG ratio of 1.23 based on yesterday's closing prices.
The Gaming industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 182, finds itself in the bottom 27% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual 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.
Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Hyliion Holdings Corp. (NYSE American: HYLN) resulting from allegations that Hyliion may have issued materially misleading business information to the investing public.
So What: If you purchased Hyliion securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/hyliion-holdings-corp/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: On June 23, 2026, Investing.com published an article entitled "Hyliion stock tumbles on short seller report questioning VFG deal". The article stated that Hyliion shares fell "following the release of a short report by Pelican Way Research questioning the legitimacy of a key customer agreement that had previously sent the stock surging approximately 150%."
On this news, Hyliion stock fell 17.2% on June 23, 2026.
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 litigate securities class actions. 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.
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.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
AbbVie (ABBV - Free Report) closed at $256.18 in the latest trading session, marking a +1.11% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.89%. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.
Shares of the drugmaker witnessed a gain of 10.16% over the previous month, beating the performance of the Medical sector with its gain of 4.77%, and the S&P 500's loss of 0.63%.
The investment community will be paying close attention to the earnings performance of AbbVie in its upcoming release. The company is slated to reveal its earnings on July 31, 2026. The company is predicted to post an EPS of $3.66, indicating a 23.23% growth compared to the equivalent quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $16.81 billion, indicating a 8.99% upward movement from the same quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $14.18 per share and a revenue of $67.32 billion, representing changes of +41.8% and +10.07%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for AbbVie. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. 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, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.86% downward. At present, AbbVie boasts a Zacks Rank of #3 (Hold).
Investors should also note AbbVie's current valuation metrics, including its Forward P/E ratio of 17.87. For comparison, its industry has an average Forward P/E of 16.3, which means AbbVie is trading at a premium to the group.
It is also worth noting that ABBV currently has a PEG ratio of 0.84. 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. Large Cap Pharmaceuticals stocks are, on average, holding a PEG ratio of 2.58 based on yesterday's closing prices.
The Large Cap Pharmaceuticals industry is part of the Medical sector. With its current Zacks Industry Rank of 230, this industry ranks in the bottom 7% of all industries, numbering over 250.
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.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
In the latest trading session, Dollar General (DG - Free Report) closed at $123.20, marking a -1.24% move from the previous day. The stock's performance was behind 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 discount retailer had gained 10.93% in the past month. In that same time, the Retail-Wholesale sector gained 1.33%, while the S&P 500 lost 0.63%.
The investment community will be closely monitoring the performance of Dollar General in its forthcoming earnings report. In that report, analysts expect Dollar General to post earnings of $2 per share. This would mark year-over-year growth of 7.53%. Meanwhile, the latest consensus estimate predicts the revenue to be $11.17 billion, indicating a 4.17% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $7.37 per share and revenue of $44.4 billion. These totals would mark changes of +7.59% and +3.92%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for Dollar General. These revisions help to show the ever-changing nature of near-term business trends. 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. 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, 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. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.02% decrease. Right now, Dollar General possesses a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Dollar General has a Forward P/E ratio of 16.94 right now. This denotes a discount relative to the industry average Forward P/E of 30.08.
One should further note that DG currently holds a PEG ratio of 1.9. 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. The Retail - Discount Stores industry currently had an average PEG ratio of 2.65 as of yesterday's close.
The Retail - Discount Stores industry is part of the Retail-Wholesale sector. This industry, currently bearing a Zacks Industry Rank of 21, finds itself in the top 9% echelons 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.
In the latest trading session, StoneCo Ltd. (STNE - Free Report) closed at $11.26, marking a +1.21% move from the previous day. This move outpaced the S&P 500's daily gain of 0.89%. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.
The company's shares have seen an increase of 3.54% over the last month, surpassing 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 StoneCo Ltd. in its upcoming release. The company is slated to reveal its earnings on August 13, 2026. In that report, analysts expect StoneCo Ltd. to post earnings of $0.46 per share. This would mark year-over-year growth of 17.95%. Simultaneously, our latest consensus estimate expects the revenue to be $731.18 million, showing a 8.8% escalation compared to the year-ago quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $2.27 per share and a revenue of $2.91 billion, signifying shifts of +40.12% and +10.25%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for StoneCo Ltd. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
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, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.73% decrease. StoneCo Ltd. currently has a Zacks Rank of #4 (Sell).
Looking at its valuation, StoneCo Ltd. is holding a Forward P/E ratio of 4.9. This expresses a discount compared to the average Forward P/E of 19.97 of its industry.
We can additionally observe that STNE currently boasts a PEG ratio of 0.33. 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. As of the close of trade yesterday, the Internet - Software industry held an average PEG ratio of 1.1.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 85, putting it in the top 35% 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.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
PDD Holdings Inc. Sponsored ADR (PDD - Free Report) closed the most recent trading day at $84.83, moving -1.42% from the previous trading session. The stock fell short of 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%.
Prior to today's trading, shares of the company had gained 10.16% outpaced the Retail-Wholesale sector's gain of 1.33% and the S&P 500's loss of 0.63%.
The upcoming earnings release of PDD Holdings Inc. Sponsored ADR will be of great interest to investors. The company is predicted to post an EPS of $2.85, indicating a 7.47% decline compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $17.13 billion, up 18.04% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $10.37 per share and revenue of $70.74 billion, which would represent changes of +0.1% and +16.67%, respectively, from the prior year.
Any recent changes to analyst estimates for PDD Holdings Inc. Sponsored ADR should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. 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, 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. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. PDD Holdings Inc. Sponsored ADR is holding a Zacks Rank of #3 (Hold) right now.
Valuation is also important, so investors should note that PDD Holdings Inc. Sponsored ADR has a Forward P/E ratio of 8.3 right now. This indicates a discount in contrast to its industry's Forward P/E of 17.17.
Meanwhile, PDD's PEG ratio is currently 0.66. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Internet - Commerce stocks are, on average, holding a PEG ratio of 1.13 based on yesterday's closing prices.
The Internet - Commerce industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 166, positioning it in the bottom 33% 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.
To follow PDD in the coming trading sessions, be sure to utilize Zacks.com.
Micron Technology (MU +12.26%) stock has shed close to 29% of its value over the past month, but it has nothing to do with fundamentals. The tailwinds of the memory cycle remain intact, and each day further proves that AI demand is rising. The current dip presents a compelling buying opportunity that may not be around much longer.
Image source: Getty Images.
The Kimi AI news validates the AI thesis Moonshot AI's large language model product Kimi AI recently shared an X post that enhanced Micron's bullish thesis. The Chinese company explained that it can no longer take on new customers for its open source LLM because it has run out of available compute. This decision was made to "protect the experience of existing subscribers."
Today's Change
(
12.26
%) $
106.13
Current Price
$
971.59
Kimi is a chatbot with a similar setup to OpenAI's ChatGPT, where you can enter prompts or have AI agents perform tasks. Each of those prompts and AI agents requires compute from GPUs, and the GPUs need memory chips to remember everything and function more efficiently.
Kimi AI's news demonstrates parabolic demand for its services, which can only be met by buying more memory chips. This event isn't limited to Kimi AI. Other companies have more GPUs or are taking extra precautions to ensure they do not run out of compute. If other businesses don't want to turn away customers amid soaring demand, they will have to buy more Micron chips.
The valuation is a lot cheaper Much has been made about Micron's low forward P/E ratio. However, the recent share price drop makes the current valuation look even more absurd. Micron trades at a forward P/E of only 5.5. Micron traded at a forward P/E of about 15 near the end of 2025.
The valuation alone leaves more room for upside, but Micron's tremendous financial growth shows that the forward P/E ratio can drop considerably even if the stock goes on another big rally. Revenue more than quadrupled year over year, and new profit margins almost touched 70% in the most recent quarter.
The continuation of high sequential growth shows that these results are the norm, rather than an anomaly. Micron has the qualities of a value stock and a growth stock wrapped into one.
Broader AI fears and a margin unwind are the two most likely factors behind the recent correction. It's not just Micron. Most AI stocks have been unpleasant to hold over the past few weeks, but once fundamentals prevail over current sentiment, Micron stock should be due for another rally.
Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.
The Nasdaq Composite (^IXIC +1.29%) gained 1.29% to 25,837, the S&P 500 (^GSPC +0.89%) rose 0.89% to 7,509 ,and the Dow Jones Industrial Average (^DJI +0.74%) added 0.74% to 52,225, snapping a three-session losing streak as semiconductor strength outweighed trade and geopolitical tensions.
Index
S&P 500 IndexToday's Change
(
0.89
%)
+
65.92
Index Level
7,509.20
Gold prices rose 1.75% to $4,082.73 as of U.S. market close, and the 10-Year Treasury yield climbed 0.03% to 4.63%. Industrial and energy shares gained the most, while communications and consumer defensive stocks were in the red.
Today's biggest movesMicron Technology surged 12%, and Sandisk Corporation soared 14% in a memory-led technology rally. An 8% increase from Advanced Micro Devices extended yesterday’s gains following its artificial intelligence (AI) deal with Microsoft. General Motors lifted early sentiment on strong quarterly results, and AeroVironment shares pushed upwards on news of a new U.S. Army contract.
What this means for investorsBeaten-down semiconductor stocks rebounded today, boosting the tech-heavy Nasdaq despite increasing geopolitical concerns and renewed tariff uncertainty. WTI crude oil gained 2% to trade at almost $85 a barrel, and analysts weighed the implications of a proposed 50% tariff on a range of Canadian goods.
Further inflation fears didn’t slow investor enthusiasm for chip stocks, particularly as strong export data from South Korea showed continued AI demand. For investors, today’s gains offer some reassurance that the recent pullback was more of a reset rather than a wider loss of confidence. Tomorrow’s results from Alphabet and Tesla will provide more insight into the correlation between heavy AI spending and earnings.
Emma Newbery has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, AeroVironment, Alphabet, Micron Technology, Microsoft, and Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
Intuitive Surgical (ISRG 0.95%) delivered its second-quarter earnings report last week. It crushed the average analyst bottom-line estimate for profitability and edged past the consensus for revenue. Why, then, was the stock punished by a concentrated investor sell-off that it hasn't yet recovered from?
Here's a look at the quarter and -- more importantly -- whether the company's weakened share price makes it an irresistible bargain.
Image source: The Motley Fool.
Robots in the room Intuitive -- a next-generation medical device company that specializes in surgical robots -- booked total revenue of $2.89 billion, up almost 19% year over year, in the quarter.
That was on the back of a roughly 16% rise in the number of procedures performed by the company's robots. Currently, Intuitive offers two product lines, da Vinci (for general surgical use) and Ion (a specialized system for diagnosing lung issues).
Breaking that down further, da Vinci procedures worldwide rose by around 15%, and those for Ion advanced at a 36% clip. Those figures from U.S. procedures were 12% for da Vinci -- down from 14% in the first quarter -- and 21% for Ion.
The number of da Vinci systems in place with clients at the end of the quarter was 11,710, 12% higher than at the same time in 2025. The installed base of Ion rose by 21% to 1,096.
Turning to profitability, net income not under generally accepted accounting principles (GAAP) landed at just over $1 billion, or $2.80 per share. That represented a nearly 26% improvement over the year-ago profit. On average, prognosticators tracking Intuitive stock were expecting $2.82 billion in revenue and merely $2.51 per share in non-GAAP (adjusted) net income.
Intuitive charges its clients for the single- and limited-use instruments needed for each Ion or da Vinci procedure; purchasing or leasing the system is only the initial expense for those customers. On top of that, the company earns its keep from services such as training and maintenance; these are highly sophisticated robotic surgical tools, after all.
Intuitive makes most of its revenue from the per-procedure charges. It breaks its top line down into three streams, with these fees comprising the instruments and accessories category. This brought in more than $1.73 billion in the quarter, for growth of 18%.
As for the other two, systems is the company's revenue bucket for those initial customer buys/leases. This also grew handsomely, rising by 19% to $685 million. Finally, services (again, maintenance, training, etc.) increased by 21% to over $472 million.
Today's Change
(
-0.95
%) $
-3.35
Current Price
$
349.82
Eyes on the declines In other words, there was growth all over the place in Intuitive's fundamentals. So why the sell-off?
Most likely, the culprit was the decline in growth of da Vinci procedures in the U.S., its most important market. Also, management maintained its guidance for da Vinci worldwide procedure growth of around 13.5% to 15.5% for the full year, with adjusted gross profit margin hitting 68% to 69%.
So da Vinci procedures experienced a sequential slowdown in the company's most critical market, and for 2026, international growth might land a bit below the second-quarter result.
On top of that, in Intuitive's conference call disseminating the quarter's results, management indicated that closer scrutiny of high expenses in China's healthcare system could put some pressure on its business in that sizable market.
The power of incumbency To me, this is a classic case of high expectations meeting closer-to-the-ground reality. Even the most innovative companies can't keep high growth rates forever. Yet I don't feel that the da Vinci procedure dynamic represents a sufficient (current and potential) slowdown to warrant selling out of Intuitive.
Which, let's bear in mind, is still a leader in robotic surgery after all these years -- da Vinci was introduced over 25 years ago. Intuitive still has a mighty market share approaching 80% in soft-tissue procedures, even though monster rivals like device king Medtronic have spent, and are continuing to spend, billions of dollars developing rival systems.
With its relatively long presence in this niche yet high-potential healthcare segment, Intuitive is well established with practitioners and hospital operators. It's also, thanks to its business model, locked in as a robo-surgery provider with many of them. It isn't easy or quick to switch to a new system, nor are there many choices on the market.
Meanwhile, this planet's population -- and that of the U.S. -- is aging proportionally, meaning it'll require more healthcare. And, it follows, more surgical procedures that Intuitive's machines can assist with.
Given all that, I wouldn't be worried about slight dips in Intuitive's growth. I also wouldn't fret about the company's seemingly high valuations, given its potential to at least sustain its double-digit growth cadence. For me, this stock is clearly and compellingly a buy candidate.
MercadoLibre (MELI 0.40%) has prospered by transforming e-commerce, fintech, and logistics within Latin America. Investors have bid its stock price dramatically higher since its 2007 debut, as the company brought online shopping, digital financial transactions, and improved logistics to the region.
Nonetheless, the market has punished MercadoLibre stock over the past year, and it now trades at a 30% discount to its 52-week high. Investors appeared to sour on the stock because its profit growth was not matching its robust revenue increases. While getting the earnings trajectory back on track will be a challenge, if it can increase its profit growth rate over the next five years, the stock price will likely soar.
Image source: The Motley Fool.
Profit challenges Two issues have weighed on MercadoLibre's bottom line: rising e-commerce competition and an alarming increase in non-performing loans.
E-commerce giants like Amazon and Sea Limited, as well as numerous smaller enterprises, have attempted to chip away at the company's regional dominance. MercadoLibre responded by lowering its threshold for free shipping and making other moves that squeezed its margins.
On the fintech side of the business, Mercado Pago has attempted to grow by making more loans. Unfortunately, that also meant taking on more risk, and a larger share of its borrowers have stopped servicing their loans. That required it to increase its provision for doubtful accounts by 106% year over year in the first quarter of 2026.
Indeed, its Q1 financials show the scope of the problem well. The company reported over $8.8 billion in revenue, a 49% increase from year-ago levels. However, its net income actually dropped by 16% to $417 million.
Today's Change
(
-0.40
%) $
-7.36
Current Price
$
1,825.06
How the stock can recover Still, investors need to keep its rapid revenue growth in mind, as the key to its profit recovery probably lies in addressing its rising expenses. In pursuit of that goal, MercadoLibre has made moves for which investors have likely not given it credit.
The company plans to make up for its lower margins by increasing sales volumes. That should help it grow profits, and perhaps it will experience less competitive pressure if it pushes some rivals out of its markets. Furthermore, it is trying to reduce the volume of bad loans it makes by using AI to rate would-be borrowers and by limiting loan amounts.
Moreover, its earnings multiple shows this recovery could take place. Currently, its P/E ratio is 49. While that is well above the S&P 500 average of 32, it is also a lower multiple than Amazon traded at during its years of faster revenue growth. Additionally, rising profits would lower its P/E ratio, which could serve as a catalyst to take the stock higher.
MercadoLibre's road to recovery Ultimately, MercadoLibre stock should soar again if it can return to robust profit growth.
Admittedly, rising e-commerce competition and an increase in bad loans have reduced its net income.
The company believes more growth will mitigate the declining margins in its retail business. Also, it has employed mitigation strategies to reduce the number of non-performing loans. If successful, that could mean profits rise at rates more in proportion to revenue growth.
Assuming investors can wait for this process to play out, they will likely see outsize returns over the next five years from this consumer discretionary stock.
Occidental Petroleum (OXY - Free Report) ended the recent trading session at $56.50, demonstrating a +2.37% 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%. At the same time, the Dow added 0.74%, and the tech-heavy Nasdaq gained 1.29%.
Coming into today, shares of the oil and gas exploration and production company had gained 6.13% in the past month. In that same time, the Oils-Energy sector gained 4.15%, while the S&P 500 lost 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of Occidental Petroleum in its upcoming earnings disclosure. The company's earnings report is set to go public on August 5, 2026. In that report, analysts expect Occidental Petroleum to post earnings of $1.95 per share. This would mark year-over-year growth of 400%. At the same time, our most recent consensus estimate is projecting a revenue of $7.18 billion, reflecting a 11.16% rise from the equivalent quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $5.66 per share and revenue of $24.96 billion, indicating changes of +156.11% and -1.88%, respectively, compared to the previous year.
It is also important to note the recent changes to analyst estimates for Occidental Petroleum. 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.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable 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 2.23% lower. Occidental Petroleum is currently sporting a Zacks Rank of #3 (Hold).
Looking at its valuation, Occidental Petroleum is holding a Forward P/E ratio of 9.75. This represents a discount compared to its industry average Forward P/E of 19.49.
The Oil and Gas - Integrated - United States industry is part of the Oils-Energy sector. This group has a Zacks Industry Rank of 201, putting it in the bottom 19% 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.
To follow OXY in the coming trading sessions, be sure to utilize Zacks.com.
, /PRNewswire/ -- Regeneron Pharmaceuticals (NASDAQ: REGN) faces a securities class action lawsuit after its surprising revelations concerning a Phase 3 clinical trial of a therapy intended to treat patients with melanoma.
The news that the trial failed drove the price of Regeneron shares sharply lower and, along with the severe market reaction ($11 billion market cap wipeout), triggered the lawsuit which seeks to represent investors who purchased or otherwise acquired shares of Regeneron common stock between August 1, 2025 and May 15, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims and urges Regeneron investors with substantial losses to submit your losses now. The firm also invites persons who may be able to assist in the investigation to contact its attorneys.
Class Period: Aug. 1, 2025 – May 15, 2026
Lead Plaintiff Deadline: Sept. 14, 2026
Visit: http://www.hbsslaw.com/investor-fraud/regn
Contact the Firm Now: [email protected]
844-916-0895
Regeneron Pharmaceuticals, Inc. (REGN) Securities Class Action:
The litigation is focused on the propriety of Regeneron's repeated optimism about the state of- (and changes to-) its Phase 3 trial of Fianlimab in combination with Libtayo as a first-line treatment for metastatic or locally advanced melanoma (the "Study").
The Study's primary endpoint was progression-free survival ("PFS") and Regeneron has characterized the combination as a "potential blockbuster." "Events" – disease progression or death – determined the timing and statistical power of the primary PFS analysis.
The complaint alleges that Regeneron made false and misleading statements while failing to disclose critical information to investors. In particular, the lawsuit accuses the company and its management of not informing investors that the Study's preliminary statistical assumptions were flawed, the active treatment arm was not achieving meaningful differentiation over standard therapies, and achievement of its primary endpoint was unlikely.
Throughout the Class Period, Regeneron and the other defendants assured investors of their confidence in the Trial's achieving its primary endpoint even when events were slowing down. At one point, management said the slowing event rates are "because the test arms are performing well."
The truth began to emerge on April 29, 2026, when Regeneron first revealed that it decided to alter the Trial protocol such that "t]he primary analysis of progression-free survival will now consider all patients enrolled in the study with a minimum follow-up of 6 months."
One prominent analyst reportedly questioned whether the decision was made because, in contrast to management's expressed confidence, the "underlying PFS benefit may be insufficient to show statistical significance."
Then, on May 12, 2026, Regeneron admitted that the decision to alter the Trial protocol was made in response to "slow event rates," occurred nearly six months ago, and was "submitted it to all the global regulatory authorities in November, December timeframe."
Three days later, the final blow came. On May 15, 2026, Regeneron abruptly reported the "trial did not reach statistical significance of the primary endpoint of improvement in progression-free survival (PFS)."
"We're focused on whether Regeneron altered the Trial protocol without timely telling investors to intentionally mislead them because the defendants knew so-called blockbuster potential for the combination wasn't really there," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the pending claims in the suit.
If you invested in Regeneron and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »
If you'd like more information and answers to other frequently asked questions about the Regeneron case and the firm's investigation, read more »
Whistleblowers: Persons with non-public information regarding Regeneron 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.
Many top artificial intelligence (AI) stocks have underwhelmed recently. Palantir Technologies stock, for example, is down 25% so far this year, while semiconductor king Nvidia is slightly underperforming the S&P 500.
Taiwan Semiconductor Manufacturing (TSM +5.67%) stock, though, is outperforming the market, up 32% year to date. Here's why it's my favorite AI stock to buy right now, and why the market agrees.
The AI chipmaker's partner Companies like Nvidia and Broadcom design semiconductors, but they don't physically produce them. They partner with Taiwan Semiconductor (TSMC), the largest chip foundry in the world. TSMC works with nearly all the world's top tech companies, including Apple, Alphabet, and Advanced Micro Devices.
Image source: Taiwan Semiconductor Manufacturing.
According to Counterpoint Research, it controls 73% of the chip manufacturing market, and that share has increased over the past few years. Moreover, management recently addressed concerns of rising competition by noting its secret recipe of "technology, manufacturing, and customer trust."
While competitors like Terafab and Samsung Foundry are making inroads into the business, TSMC is investing deeply in keeping its lead. On its second-quarter earnings call, it announced plans to invest another $100 billion in its Arizona foundry, bringing its total to $265 billion. While it just built its first facility there, CEO C.C. Wei said that it's planning to open four more, in addition to opening fabs at other U.S. locations. Having its fabs located in U.S., where it can work alongside its megaclients, should be good for business.
The diversified model Once upon a time, Taiwan Semi was briefly a Warren Buffett stock, and it fits the Buffett model in many ways. But he only held the position for a period of months before selling it. He later explained that he had made the move because, in light of the unique issues that Taiwan faces, he would prefer to invest in a company just as good as TSMC, but in the U.S.
One feature of TSMC that stands out as a Buffett-stock quality -- and that also makes it my favorite AI stock to buy today -- is its diversified revenue base. Wei noted on the earnings call that the rise of agentic AI will be good for its business.
"We believe this is positive for TSMC," he said, "as no matter what CPU approach is taken, whether it's x86, ARM-based, or RISC-V architecture, they are almost all TSMC's customers."
Today's Change
(
5.67
%) $
22.80
Current Price
$
425.10
Taiwan Semiconductor services all the tech giants with whatever kinds of technology they need. And it's not just AI; it makes the chips for smartphones, autonomous vehicles, and more. Whether clients change or trends change, if they have a need for cutting-edge semiconductors, they partner with TSMC.
Taiwan Semi's stock fell after its outstanding second-quarter report, which appears to be a signal of investor wariness about high levels of AI infrastructure spending. If the hyperscalers cut back on their capital expenditures, that will impact TSMC's revenue -- in the short run. TSMC's management is still planning for increased demand, but whatever ends up happening now, the company is well placed to power the future of technology.
Jennifer Saibil has positions in Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Broadcom, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
A recent Thoughts on the Market roundtable hosted by Seth Carpenter highlighted two major realities shaping the AI economy. Just seven U.S. hyperscalers plan to spend 20 times more on AI than all of Europe, while AI’s broader impact on employment may not emerge until 2029 or later.
Just 7 U.S. Hyperscalers Plan to Outspend All of Europe 20 to 1 The episode discussed that Europe’s total planned AI investment is “A factor of 20 below what we see in the US by just the 7 hyperscalers.” That comparison shows that a small cluster of America’s cloud and platform giants alone dwarfs what the entire European bloc is committing.
The diagnosis for why is structural. The European AI landscape, in his description, is “very fragmented, very small in general.” No single national champion has emerged with the balance-sheet firepower to match a US hyperscaler, and the continent’s two anchor economies have yet to move the needle. Investment is the singular indicator to watch for any sign of European revival, and core economies Germany and France have yet to show meaningful movement.
America’s AI Profit Engine Is Funding the Next Spending Wave The US backdrop underlines why they are able to invest considerably more than Europe. The Information sector’s contribution to US GDP has grown from $1,535.9B in 2023 Q4 to $1,787.0B in 2026 Q1, and Information-sector corporate profits climbed from $197.2B in 2022 Q4 to $352.5B in 2026 Q1. That profit pool is what funds hyperscaler capex.
Gross private investment in the US snapped back to 7.9% in 2026 Q1 after a volatile 2025. The pipeline keeps growing, with TSMC (NYSE:TSM | TSM Price Prediction) committing an additional $100 billion to expand its US manufacturing capacity, bringing its total US investment pledges to $265 billion. Meanwhile, Alphabet (NASDAQ:GOOGL) has leased 9.6 GW of power for AI data centers. Those are the kinds of single-company commitments that Europe cannot currently mirror at any level.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
AI’s Broader Labor-Market Impact May Not Arrive Until 2029 On the episode, the speakers pushed back on the assumption that AI’s productivity payoff will show up in the broader economy any time soon. Labor market restructuring from AI currently remains “very isolated” and is limited to “high AI exposed occupations.” Broader diffusion into non-tech sectors is projected for 2029 and beyond, contingent on the current buildout playing out.
That buildout is what was described as a “3-4 year super cycle” still in its infrastructure phase. In practical terms, the capex flowing through chips, power, cooling, and interconnects has to be laid down before the applications layer meaningfully reshapes wage structures and headcount planning in sectors like healthcare, logistics, and finance.
What Investors Should Watch For investors, the message is clear: the current AI boom remains a U.S.-led infrastructure story. America’s hyperscalers are pouring money into chips, data centers, power, and other foundational infrastructure, while Europe continues to fall behind.
The broader economic payoff will take longer. AI is already affecting highly exposed occupations, but its impact across industries such as healthcare, logistics, and finance may not become meaningful until 2029 or later. Europe can begin closing the gap, but only if major economies such as Germany and France commit substantially more capital to AI infrastructure.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
In the latest close session, Medtronic (MDT - Free Report) was down 1.13% at $82.35. The stock fell short of the S&P 500, which registered a gain of 0.89% for the day. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.
Shares of the medical device company have appreciated by 5.07% over the course of the past month, outperforming the Medical sector's gain of 4.77%, and the S&P 500's loss of 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of Medtronic in its upcoming earnings disclosure. The company's earnings report is set to go public on September 1, 2026. The company is forecasted to report an EPS of $1.39, showcasing a 10.32% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $9.48 billion, reflecting a 10.53% rise from the equivalent quarter last year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.94 per share and a revenue of $38.66 billion, indicating changes of +7.41% and +6.33%, respectively, from the former year.
Investors might also notice recent changes to analyst estimates for Medtronic. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an 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, there's been a 0.03% rise in the Zacks Consensus EPS estimate. Currently, Medtronic is carrying a Zacks Rank of #4 (Sell).
In terms of valuation, Medtronic is currently trading at a Forward P/E ratio of 14.01. This represents a discount compared to its industry average Forward P/E of 19.35.
Also, we should mention that MDT has a PEG ratio of 2.23. 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. The Medical - Products was holding an average PEG ratio of 1.75 at yesterday's closing price.
The Medical - Products industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 167, finds itself in the bottom 33% echelons 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.
To follow MDT in the coming trading sessions, be sure to utilize Zacks.com.
[url="]The Law Offices of Frank R. Cruz[/url] announces an investigation of HDFC Bank Limited (âHDFC Bankâ or the âCompanyâ) (NYSE: [url="]HDB[/url]) on
Did you buy INTU securities between August 22, 2025 and May 20, 2026?
Affected INTU Investor Summary
Who: Intuit Inc. (NASDAQ: INTU) What: Securities fraud class action lawsuit filed Class Period: August 22, 2025 through May 20, 2026 Deadline to Seek Lead Plaintiff Status: September 9, 2026 Key Lawsuit Allegations: Material misstatements and/or omissions concerning the strength of the company’s tax-related business. Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options RADNOR, Pa.--(BUSINESS WIRE)--Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against Intuit Inc. (Intuit) (NASDAQ: INTU) on behalf of those who purchased or acquired Intuit securities between August 22, 2025 and May 20, 2026, inclusive. The lawsuit is filed in the United States District Court for the Northern District of California and is captioned Baldwin v. Intuit Inc., No. 3:26-cv-07086 (N.D. Cal.). Investors have until September 9, 2026, to file for lead plaintiff status.
CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:
If you purchased or acquired Intuit Inc. securities and have lost money on your investment, please provide your information here: https://www.ktmc.com/intu-intuit-inc-class-action-lawsuit?utm_source=Businesswire&utm_medium=pressrelease&utm_campaign=intu&mktm=PR
You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected]. There is no cost or obligation to speak with an attorney.
INTUIT INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY:
The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, and/or failed to disclose material adverse facts about the company’s business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) Intuit overstated its competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, increasing competitive and pricing pressures; (3) Intuit’s previously issued full year 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, Defendants’ statements about the company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.
Why did Intuit’s Stock Drop?
On May 20, 2026, before the market opened, Reuters reported Intuit was laying off about 17% of its global workforce, or about 3,000 employees worldwide, to streamline operations, and was winding down its Reno and Woodland Hills offices as part of a strategic restructuring. On this news, the price of Intuit common stock declined $15.78 per share, or approximately 3.9%, from a close of $399.71 per share on May 19, 2026, to close at $383.93 per share on May 20, 2026.
On May 20, 2026, after the market closed, Intuit announced its third quarter fiscal year 2026 financial results and revealed revenue growth of only 7% year-over-year, versus consensus estimates of at least 8%. During the corresponding earnings call, Intuit acknowledged that TurboTax did not have “the overall tax season we expected” and that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.” On this news, the price of Intuit common stock declined $76.86 per share, or approximately 20%, from a close of $383.93 per share on May 20, 2026, to close at $307.07 per share on May 21, 2026.
WHAT INTUIT INC. INVESTORS CAN DO NOW:
File to be lead plaintiff by September 9, 2026. Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you. Retain counsel of choice or take no action. THE LEAD PLAINTIFF PROCESS FOR INTUIT INC. INVESTORS:
Intuit investors may, no later than September 9, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.
Kessler Topaz Meltzer & Check, LLP encourages Intuit investors to contact the firm for more information.
ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):
Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including being recognized in Chambers & Partners USA 2026 as a Band 1 Top Firm in Securities and Class Actions, Legal 500’s Tier 1 Rankings for Securities and M&A Litigation, The National Law Journal’s Plaintiff’s Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group’s Honor Roll of Most Feared Law Firms, The Legal Intelligencer’s Class Action Firm of the Year, Lawdragon’s Leading Plaintiff Financial Lawyers, and Law360’s Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent. The complaint in this matter was not filed by KTMC.
May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
In the latest close session, Tyson Foods (TSN - Free Report) was down 1.64% at $57.05. This change lagged the S&P 500's daily gain of 0.89%. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.
Shares of the meat producer have appreciated by 4.49% over the course of the past month, outperforming the Consumer Staples sector's gain of 2.44%, and the S&P 500's loss of 0.63%.
Market participants will be closely following the financial results of Tyson Foods in its upcoming release. The company plans to announce its earnings on August 3, 2026. On that day, Tyson Foods is projected to report earnings of $1.03 per share, which would represent year-over-year growth of 13.19%. Our most recent consensus estimate is calling for quarterly revenue of $14.14 billion, up 1.83% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $4.12 per share and revenue of $56.57 billion, which would represent changes of 0% and +3.91%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Tyson Foods. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
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 1.04% decrease. Currently, Tyson Foods is carrying a Zacks Rank of #3 (Hold).
In terms of valuation, Tyson Foods is currently trading at a Forward P/E ratio of 14.08. This signifies a premium in comparison to the average Forward P/E of 11.89 for its industry.
Meanwhile, TSN's PEG ratio is currently 1.19. 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 Food - Meat Products industry held an average PEG ratio of 2.05.
The Food - Meat Products industry is part of the Consumer Staples sector. At present, this industry carries a Zacks Industry Rank of 213, placing it within the bottom 14% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual 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.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
CNBC's Jim Cramer on Tuesday emphasized the importance of diversifying beyond the market's hottest artificial intelligence winners.
"I don't want you getting blown out because you owned nothing but semis and the group has a bad day," the "Mad Money" host said, referencing how investing with borrowed money can heighten the consequences of hot stocks cooling off.
Many stocks tied to AI infrastructure and data centers have posted extraordinary gains over the past year, particularly memory-chip makers like Micron and Western Digital. However, recent pullbacks across that cohort have highlighted how quickly momentum can reverse. While Cramer said he remains bullish on the long-term outlook for the AI trade, he warned that no single investment theme should dominate a portfolio.
"I'm not anti-tech. But I do like diversification," he said.
Cramer pointed to the investors who lost fortunes by concentrating their portfolios in internet stocks during the dot-com bubble and financial institutions ahead of the Great Recession. He said he witnessed firsthand how quickly leveraged bets on a single sector could wipe out even sophisticated investors.
"I've seen so many people never ever come back" from owning stocks that went to zero during the dot-com crash, Cramer said.
Rather than abandoning technology altogether, Cramer said investors should broaden their exposure by owning high-quality companies benefiting from different long-term trends.
He highlighted Johnson & Johnson for its innovative drug pipeline and 3M for its renewed focus on innovation across a variety of industries. Cramer also pointed to CVS Health's combination of retail pharmacies and health insurance, as well as financial firms such as Goldman Sachs, Wells Fargo and BNY, arguing they offer compelling growth opportunities at valuations well below many AI leaders. Cramer's Charitable Trust, the portfolio run by CNBC's Investing Club, owns shares of Johnson & Johnson, Goldman Sachs and Wells Fargo.
"It just doesn't make sense to me why you can't diversify into these other stocks and make money, something we do with my Charitable Trust, where we've given out almost $5 million in gains by being diversified through thick and thin for 25 years," Cramer said.
CVS Health (CVS - Free Report) closed at $110.60 in the latest trading session, marking a +2.78% move from the prior day. This move outpaced 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%.
Heading into today, shares of the drugstore chain and pharmacy benefits manager had gained 6.23% over the past month, outpacing the Medical sector's gain of 4.77% and the S&P 500's loss of 0.63%.
The investment community will be closely monitoring the performance of CVS Health in its forthcoming earnings report. The company is scheduled to release its earnings on August 5, 2026. It is anticipated that the company will report an EPS of $1.87, marking a 3.31% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $100.18 billion, up 1.28% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $7.46 per share and revenue of $409 billion, which would represent changes of +10.52% and +1.72%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for CVS Health. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.28% higher. CVS Health is currently a Zacks Rank #2 (Buy).
In terms of valuation, CVS Health is presently being traded at a Forward P/E ratio of 14.43. This indicates a discount in contrast to its industry's Forward P/E of 15.64.
We can also see that CVS currently has a PEG ratio of 1.05. 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. Medical Services stocks are, on average, holding a PEG ratio of 1.55 based on yesterday's closing prices.
The Medical Services industry is part of the Medical 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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Autodesk (ADSK - Free Report) closed at $211.15 in the latest trading session, marking a -3.05% move from the prior day. This change lagged the S&P 500's daily gain of 0.89%. On the other hand, the Dow registered a gain of 0.74%, and the technology-centric Nasdaq increased by 1.29%.
The design software company's shares have seen an increase of 16.02% over the last month, surpassing the Computer and Technology sector's loss of 6.6% and the S&P 500's loss of 0.63%.
The upcoming earnings release of Autodesk will be of great interest to investors. The company's earnings per share (EPS) are projected to be $3.12, reflecting a 19.08% increase from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $2.01 billion, up 13.96% from the prior-year quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $12.58 per share and a revenue of $8.19 billion, representing changes of +20.61% and +13.65%, respectively, from the prior year.
Any recent changes to analyst estimates for Autodesk should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. 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, 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 0.01% higher. Autodesk is currently a Zacks Rank #3 (Hold).
From a valuation perspective, Autodesk is currently exchanging hands at a Forward P/E ratio of 17.32. This represents a discount compared to its industry average Forward P/E of 19.97.
Meanwhile, ADSK's PEG ratio is currently 1.03. 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 Internet - Software was holding an average PEG ratio of 1.1 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 85, placing it within the top 35% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual 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.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
, /PRNewswire/ -- National shareholder rights firm Hagens Berman alerts investors in Roblox Corporation (NYSE: RBLX) that the alleged class period in the ongoing securities class action litigation has been expanded. A new lawsuit now covers investors who purchased or otherwise acquired Roblox common stock between October 31, 2024 through April 30, 2026, inclusive.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 31, 2024 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox's disclosures about its commitment toward protecting the safety of young users of its platform and the recent the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
During the Class Period, Roblox and its senior management have assured investors that "safety would be paramount[,]" "building safety into our products has been a huge effort[,]" and "[o]ur approach to safety includes multiple proactive measures as well as parental controls[.]" They have also emphasized that "b]ecause our Platform includes children aged 5 and over, our safety and civility policies are purpose-built to be strict."
Investors slowly learned the truth through a series of disclosures beginning on October 30, 2025. That day, the Company revealed that it would be instituting enhanced age verification technology globally beginning in January 2026. On this news, the price of the Company's common stock declined 16% from $133.74 per share to $113.00 per share, wiping out $13 billion in market value.
Then, on April 30, 2026, Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%, investors glimpsed what was really going on.
Roblox said just 51% of its global DAUs age checked and also said that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.
"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox 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.
Roblox (RBLX - Free Report) ended the recent trading session at $52.50, demonstrating a -1.41% change from the preceding day's closing price. This change lagged the S&P 500's 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%.
Heading into today, shares of the online gaming platform had gained 12.65% over the past month, outpacing the Consumer Discretionary sector's loss of 2.14% and the S&P 500's loss of 0.63%.
Investors will be eagerly watching for the performance of Roblox in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on July 30, 2026. On that day, Roblox is projected to report earnings of -$0.34 per share, which would represent year-over-year growth of 17.07%. Simultaneously, our latest consensus estimate expects the revenue to be $1.59 billion, showing a 10.79% escalation compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$1.44 per share and revenue of $7.48 billion. These totals would mark changes of +6.49% and +10.15%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for Roblox. 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.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. 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, there's been a 0.57% rise in the Zacks Consensus EPS estimate. Roblox is holding a Zacks Rank of #3 (Hold) right now.
The Gaming industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 182, finds itself in the bottom 27% echelons 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.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
NXP Semiconductors (NXPI - Free Report) closed at $273.15 in the latest trading session, marking a +2.23% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.89%. On the other hand, the Dow registered a gain of 0.74%, and the technology-centric Nasdaq increased by 1.29%.
Coming into today, shares of the chipmaker had lost 17.34% in the past month. In that same time, the Computer and Technology sector lost 6.6%, while the S&P 500 lost 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of NXP Semiconductors in its upcoming earnings disclosure. The company's earnings report is set to go public on July 28, 2026. The company's upcoming EPS is projected at $3.54, signifying a 30.15% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $3.47 billion, up 18.55% from the prior-year quarter.
NXPI's full-year Zacks Consensus Estimates are calling for earnings of $14.84 per share and revenue of $14.04 billion. These results would represent year-over-year changes of +25.66% and +14.47%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for NXP Semiconductors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.44% higher within the past month. Right now, NXP Semiconductors possesses a Zacks Rank of #2 (Buy).
In terms of valuation, NXP Semiconductors is presently being traded at a Forward P/E ratio of 18.01. Its industry sports an average Forward P/E of 47.35, so one might conclude that NXP Semiconductors is trading at a discount comparatively.
Investors should also note that NXPI has a PEG ratio of 0.87 right now. 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. By the end of yesterday's trading, the Semiconductor - Analog and Mixed industry had an average PEG ratio of 0.96.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 17, placing it within the top 7% 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.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Nucor (NUE - Free Report) closed at $233.20 in the latest trading session, marking a +1.07% move from the prior day. The stock's performance was ahead of 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%.
Coming into today, shares of the steel company had lost 5.79% in the past month. In that same time, the Basic Materials sector lost 8.24%, while the S&P 500 lost 0.63%.
The investment community will be closely monitoring the performance of Nucor in its forthcoming earnings report. The company is scheduled to release its earnings on July 27, 2026. In that report, analysts expect Nucor to post earnings of $4.52 per share. This would mark year-over-year growth of 73.85%. Meanwhile, the latest consensus estimate predicts the revenue to be $9.87 billion, indicating a 16.71% increase compared to the same quarter of the previous year.
NUE's full-year Zacks Consensus Estimates are calling for earnings of $17.59 per share and revenue of $38.34 billion. These results would represent year-over-year changes of +128.15% and +17.99%, respectively.
It's also important for investors to be aware of any recent modifications to analyst estimates for Nucor. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
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, 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. The Zacks Consensus EPS estimate has moved 5.74% higher within the past month. Nucor presently features a Zacks Rank of #2 (Buy).
Looking at valuation, Nucor is presently trading at a Forward P/E ratio of 13.12. This signifies a discount in comparison to the average Forward P/E of 13.27 for its industry.
It's also important to note that NUE currently trades at a PEG ratio of 0.53. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Steel - Producers industry currently had an average PEG ratio of 0.41 as of yesterday's close.
The Steel - Producers industry is part of the Basic Materials sector. With its current Zacks Industry Rank of 42, this industry ranks in the top 18% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual 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.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Annaly Capital Management (NLY - Free Report) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.33%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.74 per share when it actually produced earnings of $0.76, delivering a surprise of +2.7%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Annaly, which belongs to the Zacks REIT and Equity Trust industry, posted revenues of $488.19 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 4.09%. This compares to year-ago revenues of $273.2 million. The company has not been able to beat consensus revenue estimates 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.
Annaly shares have added about 1.5% since the beginning of the year versus the S&P 500's gain of 8.7%.
What's Next for Annaly?While Annaly 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 Annaly 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 $0.76 on $512 million in revenues for the coming quarter and $3.02 on $1.99 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, REIT and Equity Trust is currently in the bottom 20% 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, ACRES Commercial (ACR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 29.
This commercial real estate investment trust is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of +175%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
ACRES Commercial's revenues are expected to be $12.3 million, up 43.5% from the year-ago quarter.
On July 21, 2026, Chubb Ltd (CB) released its 8-K filing, showcasing its financial performance for the second quarter. The company reported a net income of $2.8
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Chubb (CB - Free Report) came out with quarterly earnings of $7.26 per share, beating the Zacks Consensus Estimate of $6.63 per share. This compares to earnings of $6.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +9.50%. A quarter ago, it was expected that this insurer would post earnings of $6.48 per share when it actually produced earnings of $6.82, delivering a surprise of +5.25%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Chubb, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $15.77 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.8%. This compares to year-ago revenues of $14.81 billion. The company has topped consensus revenue estimates three 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.
Chubb shares have added about 13% since the beginning of the year versus the S&P 500's gain of 8.7%.
What's Next for Chubb?While Chubb 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 Chubb 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 $6.33 on $16.81 billion in revenues for the coming quarter and $26.77 on $64.36 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the bottom 38% 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, The Hartford Insurance Group (HIG - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 23.
This insurance and financial services company is expected to post quarterly earnings of $3.13 per share in its upcoming report, which represents a year-over-year change of -8.2%. The consensus EPS estimate for the quarter has been revised 2% lower over the last 30 days to the current level.
The Hartford Insurance Group's revenues are expected to be $5.19 billion, up 6% from the year-ago quarter.
Calgary, Alberta--(Newsfile Corp. - 21 juillet 2026) - Suncor Énergie (TSX : SU) (NYSE : SU) publiera ses résultats financiers du deuxième trimestre le 4 août 2026 avant 17 h, HR (19 h, HE).
Une webdiffusion permettant d'analyser les résultats du deuxième trimestre se tiendra le 5 août 2026 à 7 h 30, HR (9 h 30, HE). Une période de questions avec les analystes suivra les brèves remarques de la direction.
Pour écouter la webdiffusion, veuillez suivre les directives fournies à https://www.suncor.com/fr-ca/investisseurs/evenements-et-presentations. La webdiffusion sera archivée pendant 90 jours.
Suncor Énergie - la plus importante société énergétique intégrée du Canada
Les activités de Suncor couvrent l'ensemble de la chaîne de valeur énergétique, incluant les activités d'exploitation minière et in situ des sables bitumineux, la valorisation, la production extracôtière, le raffinage du pétrole au Canada et aux États-Unis, la commercialisation et les échanges commerciaux, ainsi que les réseaux de ventes au détail et de ventes en gros Petro-CanadaMC à l'échelle nationale - fournissant de l'énergie fiable qui alimente la croissance économique et répond aux besoins des clients partout au Canada et dans le monde. Grâce à un engagement inébranlable envers la sécurité, l'excellence opérationnelle et la rentabilité, Suncor est déterminée à atteindre un rendement parmi les meilleurs de l'industrie et à offrir une valeur à long terme aux actionnaires. Les actions ordinaires de Suncor (symbole : SU) sont inscrites à la Bourse de Toronto et à la Bourse de New York.
Pour plus d'information, visitez suncor.com ou trouvez-nous sur LinkedIn, Instagram et Facebook.
Pour consulter la version originale de ce communiqué de presse, visitez le https://www.newsfilecorp.com/release/306001
Calgary, Alberta--(Newsfile Corp. - July 21, 2026) - Suncor Energy (TSX: SU) (NYSE: SU) will release its second quarter financial results on August 4, 2026 before 5:00 p.m. MT (7:00 p.m. ET).
A webcast to review the second quarter will be held on August 5, 2026 at 7:30 a.m. MT (9:30 a.m. ET). A question and answer period with analysts will follow brief remarks from management.
To listen to the webcast, please follow the instructions provided at https://www.suncor.com/en ca/investors/events-and-presentations. The event will be archived for 90 days.
Suncor Energy - Canada's leading integrated energy company
Suncor's operations span the full energy value chain, including oil sands mining and in situ operations, upgrading, offshore production, petroleum refining in Canada and the U.S., marketing and trading, and nationwide Petro-Canada™ retail and wholesale networks - delivering reliable energy that fuels economic growth and meets the needs of customers across Canada and globally. With an unwavering focus on safety, operational excellence, and profitability, Suncor is committed to delivering industry-leading performance and long-term shareholder value. Suncor's common shares (symbol: SU) are listed on the Toronto and New York stock exchanges.
For more information, visit suncor.com or find us on LinkedIn, Instagram and Facebook.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306000
HP (HPQ - Free Report) closed the most recent trading day at $24.81, moving +2.44% from the previous trading session. 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 personal computer and printer maker's stock has climbed by 2.89% in the past month, exceeding 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 HP in its upcoming release. It is anticipated that the company will report an EPS of $0.66, marking a 12% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $14.6 billion, reflecting a 4.82% rise from the equivalent quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.98 per share and a revenue of $58.26 billion, representing changes of -4.49% and +5.37%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for HP. 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.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
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 remained stagnant within the past month. At present, HP boasts a Zacks Rank of #3 (Hold).
In the context of valuation, HP is at present trading with a Forward P/E ratio of 8.13. This valuation marks a discount compared to its industry average Forward P/E of 20.31.
It is also worth noting that HPQ currently has a PEG ratio of 4.09. 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 Computer - Micro Computers was holding an average PEG ratio of 2.84 at yesterday's closing price.
The Computer - Micro Computers industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 18, this industry ranks in the top 8% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual 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.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
CrowdStrike Holdings (CRWD - Free Report) closed the most recent trading day at $191.15, moving -3.7% from the previous trading session. 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%.
The cloud-based security company's stock has climbed by 17.55% in the past month, exceeding the Computer and Technology sector's loss of 6.6% and the S&P 500's loss of 0.63%.
Investors will be eagerly watching for the performance of CrowdStrike Holdings in its upcoming earnings disclosure. On that day, CrowdStrike Holdings is projected to report earnings of $0.29 per share, which would represent year-over-year growth of 26.09%. Meanwhile, the latest consensus estimate predicts the revenue to be $1.44 billion, indicating a 23.19% increase compared to the same quarter of the previous year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.23 per share and revenue of $5.94 billion, indicating changes of +32.26% and +23.49%, respectively, compared to the previous year.
Investors should also note any recent changes to analyst estimates for CrowdStrike Holdings. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending 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.
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 past month, there's been a 2.38% rise in the Zacks Consensus EPS estimate. CrowdStrike Holdings is holding a Zacks Rank of #4 (Sell) right now.
Looking at valuation, CrowdStrike Holdings is presently trading at a Forward P/E ratio of 160.94. This signifies a premium in comparison to the average Forward P/E of 50.85 for its industry.
Also, we should mention that CRWD has a PEG ratio of 5.81. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As of the close of trade yesterday, the Security industry held an average PEG ratio of 3.24.
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 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.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Frederick G. Thiel, the chief executive officer of MARA Holdings, Inc. (MARA +4.97%), reported a sale of 27,505 shares of common stock on July 17, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$300,000Shares sold27,505Post-transaction shares (directly held)4,471,403Post-transaction value$47.8 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 structural context of this transaction?
The sale was executed under a Rule 10b5-1 trading plan established on May 28, 2025, a mechanism that allows corporate insiders to schedule trades in advance to mitigate potential concerns regarding non-public information.How does this impact the CEO's total equity position?
Frederick G. Thiel continues to hold a substantial direct interest in the company, with the current disposition reducing his direct holdings by less than 1% to a total of 4,471,403 shares.What is the current valuation of the remaining holdings?
Using the July 17, 2026, market close price of $10.69, the executive's remaining direct equity position is valued at $47.8 million.What is the recent performance of the equity?
Shares of the digital asset technology company have experienced a one-year decline of about 35%.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 and data centers, the sale of proprietary software and technology to third parties within the Bitcoin ecosystem, 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 leveraging proprietary mining infrastructure and technology to extract Bitcoin while optimizing operational efficiency through renewable energy generation and resource management.MARA's primary customers include institutional and retail investors seeking Bitcoin exposure, third-party Bitcoin mining operators requiring technology solutions and consulting services, and enterprises evaluating Bitcoin mining ventures in various jurisdictions.MARA Holdings, Inc. operates as a significant participant in the digital asset and cryptocurrency mining sector. The company maintains a focused strategy on Bitcoin ecosystem development, combining mining operations with technology licensing and advisory services to capture value across multiple segments of the Bitcoin infrastructure market. Despite current net losses, MARA's diversified revenue streams and proprietary technology position it as a vertically integrated player in the evolving digital asset infrastructure landscape.
What this transaction means for investorsThe plan governing this sale dates to May 2025, roughly fourteen months before it executed, with MARA trading at slightly higher levels then, at around $14 to $16, effectively meaning shares haven’t delivered consistent gains since. With this sale, he collected about $300,000 while holding onto 4,471,403 shares worth $47.8 million, so less than 1% of his position moved. That’s a scale that says he remains tied to the outcome far more than any single sale suggests.
That outcome now hinges on Bitcoin's price more than mining itself. First-quarter revenue fell 18% to $174.6 million as the cryptocurrency’s average price dropped, and the company posted a $1.26 billion net loss. CFO Salman Khan attributed roughly $1 billion of it to "the unrealized mark-to-market fair value adjustment for digital assets." MARA also sold about $1.5 billion of Bitcoin during the quarter, using proceeds to retire roughly $1 billion in convertible notes, a sharp break from its old refusal to sell. That’s what long-term investors should be mindful of. MARA's reported results can swing on Bitcoin's quarterly price move, which makes the shares effectively a bet on the asset rather than on the mining business underneath.
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.
Li Auto Inc. Sponsored ADR (LI - Free Report) closed the most recent trading day at $12.21, moving -1.29% from the previous trading session. The stock's change was less than the S&P 500's 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 company has fallen by 3.51% in the past month, leading the Auto-Tires-Trucks sector's loss of 6.09% and undershooting the S&P 500's loss of 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of Li Auto Inc. Sponsored ADR in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of -$0.01, marking a 107.14% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $3.73 billion, reflecting a 11.77% fall from the equivalent quarter last year.
LI's full-year Zacks Consensus Estimates are calling for earnings of -$0.08 per share and revenue of $18.69 billion. These results would represent year-over-year changes of -153.33% and +18.63%, respectively.
Investors should also note any recent changes to analyst estimates for Li Auto Inc Sponsored ADR. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
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. Over the past month, the Zacks Consensus EPS estimate has shifted 17.07% downward. Li Auto Inc. Sponsored ADR presently features a Zacks Rank of #4 (Sell).
The Automotive - Foreign industry is part of the Auto-Tires-Trucks sector. This industry currently has a Zacks Industry Rank of 167, which puts it in the bottom 33% 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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
The Trade Desk (TTD - Free Report) closed the most recent trading day at $18.24, moving -2.17% from the previous trading session. This change lagged the S&P 500's 0.89% gain on the day. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.
Coming into today, shares of the digital-advertising platform operator had gained 3.44% in the past month. In that same time, the Computer and Technology sector lost 6.6%, while the S&P 500 lost 0.63%.
Analysts and investors alike will be keeping a close eye on the performance of The Trade Desk in its upcoming earnings disclosure. The company is expected to report EPS of $0.41, unchanged from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $751.58 million, reflecting a 8.29% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $1.88 per share and revenue of $3.18 billion, which would represent changes of +6.21% and +9.82%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for The Trade Desk. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. 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 ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 0.14% rise in the Zacks Consensus EPS estimate. The Trade Desk is currently sporting a Zacks Rank of #3 (Hold).
Looking at valuation, The Trade Desk is presently trading at a Forward P/E ratio of 9.91. This represents a discount compared to its industry average Forward P/E of 17.28.
It is also worth noting that TTD currently has a PEG ratio of 0.56. 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 Internet - Services industry had an average PEG ratio of 1.87 as trading concluded yesterday.
The Internet - Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 100, placing it within the top 41% of over 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.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Fortinet (FTNT - Free Report) closed the most recent trading day at $158.10, moving -1.41% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.89%. Elsewhere, the Dow saw an upswing of 0.74%, while the tech-heavy Nasdaq appreciated by 1.29%.
Shares of the network security company witnessed a gain of 10.3% 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%.
Analysts and investors alike will be keeping a close eye on the performance of Fortinet in its upcoming earnings disclosure. The company's earnings report is set to go public on July 29, 2026. It is anticipated that the company will report an EPS of $0.75, marking a 17.19% rise compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $1.88 billion, indicating a 15.44% growth compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates project earnings of $3.15 per share and a revenue of $7.8 billion, demonstrating changes of +14.13% and +14.67%, respectively, from the preceding year.
Investors should also note any recent changes to analyst estimates for Fortinet. These revisions typically reflect the latest short-term business trends, which can change frequently. 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. 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 ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.68% higher. At present, Fortinet boasts a Zacks Rank of #1 (Strong Buy).
In terms of valuation, Fortinet is presently being traded at a Forward P/E ratio of 50.85. This expresses no noticeable deviation compared to the average Forward P/E of 50.85 of its industry.
We can additionally observe that FTNT currently boasts a PEG ratio of 3.87. 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 average PEG ratio for the Security industry stood at 3.24 at the close of the market yesterday.
The Security industry is part of the Computer and Technology 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 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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
