, /PRNewswire/ -- Rollins, Inc. (NYSE:ROL), a premier global consumer and commercial services company, announced that the Board of Directors declared a regular quarterly cash dividend on its common stock of $0.1825 per share payable September 10, 2026 to shareholders of record at the close of business on August 10, 2026.
About Rollins, Inc.
Rollins, Inc. (ROL) is a premier global consumer and commercial services company. Through its family of leading brands, the Company and its franchises provide essential pest control services and protection against termite damage, rodents, and insects to more than 2.8 million customers in North America, South America, Europe, Asia, Africa, and Australia, with approximately 22,000 employees from more than 850 locations. Rollins is parent to Aardwolf Pestkare, Clark Pest Control, Crane Pest Control, Critter Control, Fox Pest Control, HomeTeam Pest Defense, Industrial Fumigant Company, MissQuito, Northwest Exterminating, OPC Pest Services, Orkin, Orkin Australia, Orkin Canada, Orkin UK, Safeguard, Romex Pest Control, Saela Pest Control, Trutech, Waltham Services, Western Pest Services, and more. You can learn more about Rollins and its subsidiaries by visiting www.rollins.com.
For Further Information Contact
Lyndsey Burton
(404) 888-2348
Semiconductor stocks have skyrocketed this year, and Marvell Technologies (MRVL +6.85%) has been one of the biggest winners.
The fabless chipmaker, which designs custom ASIC chips and optical components, has benefited from the AI boom, strong results, and a prediction from Nvidia CEO Jensen Huang that it would become the "next trillion-dollar company."
According to data from S&P Global Market Intelligence, the stock jumped 251% over the first six months of the year. As you can see from the chart below, the stock didn't really start to gain until the second quarter, when the broader chip sector went parabolic in response to strong demand signals for AI components and a surge in investor sentiment. The jump in Marvell stock in early June was due to comments from Nvidia's Huang.
MRVL data by YCharts
What's behind Marvell's massive surge The chart above illustrates that Marvell's gains were more about overall investor sentiment and forward expectations, rather than quarterly numbers. Nonetheless, the company delivered solid results with revenue for Q4 2026, which ended on Jan. 31, up 22% to $2.22 billion, and adjusted earnings per share increasing from $0.60 to $0.80.
The company also offered strong guidance for the first quarter, indicating that revenue growth was expected to reaccelerate. Several Wall Street analysts upgraded the stock on the news.
Marvell followed that up with accelerating growth in the first quarter, as revenue rose 28% to $2.42 billion, and adjusted earnings per share improved from $0.62 to $0.80. The stock again climbed on the news as Wall Street responded enthusiastically.
Marvell's biggest gain of the year came days later when the stock jumped 33% on Jensen Huang's endorsement. The Nvidia chief called Marvell the next trillion-dollar company at the Computex trade show in Taiwan, noting Marvell's prowess in data infrastructure and the growth of optical communications.
Finally, the stock popped on news in mid-June that it would be added to the S&P 500, replacing Pool Corporation.
Image source: Getty Images.
What's next for Marvell The stock has pulled back in July, in line with a broader retreat in semiconductor stocks. After the first-half surge, the stock looks expensive by historical standards, trading at a price-to-sales ratio of 20.
However, Wall Street expects its growth rate to steadily accelerate over the next two years. The stock is likely to move with broader sentiment in the chip sector in the coming months, but if it can deliver on that growth forecast, the stock should be a winner over the longer term.
Jeremy Bowman has positions in Nvidia. The Motley Fool has positions in and recommends Marvell Technology, Nvidia, and Pool. The Motley Fool has a disclosure policy.
, /PRNewswire/ -- Aamir Paul, Chief Executive Officer of Regal Rexnord Corporation (NYSE: RRX), announced that the Board of Directors, at its regular quarterly meeting held on July 20, 2026, declared a dividend of $0.35 per share. The dividend is payable on October 14, 2026, to shareholders of record at the close of business on September 30, 2026. The Company has paid a dividend every quarter since January 1961.
About Regal Rexnord
Regal Rexnord's 30,000 associates around the world help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controllers, drives, precision motors, and actuators, controls motion in applications ranging from factory automation to precision tools used in surgical applications.
The Company's end markets benefit from meaningful secular demand tailwinds, and include discrete automation, food & beverage, aerospace & defense, medical, data center, energy, residential and commercial buildings, general industrial, and metals and mining.
Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord is headquartered in Milwaukee, Wisconsin and has manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.
Jill Foss Watson, an insider at Credit Acceptance Corporation (CACC +0.29%), sold 1,436 shares of common stock on July 16, 2026. SEC Form 4 filing.
Today's Change
(
0.29
%) $
1.78
Current Price
$
617.53
Transaction summaryMetricValueTransaction value~$920,000Shares sold (indirectly held)1,436Post-transaction shares (indirectly held)47,910Post-transaction value~$30.55 millionTransaction value based on SEC Form 4 weighted average sale price ($640.52); post-transaction value based on the July 16, 2026 market closing price ($637.55).
Key questionsHow was this transaction structured across the insider's holdings?
The disposition was entirely indirect, executed from shares held by the Jill Foss Watson Irrevocable Trust. Following this sale, the insider reports zero direct ownership of common stock in this filing while maintaining a significant indirect position.What is the valuation context of the remaining equity stake?
Following the sale, the insider retains 47,910 shares held indirectly, which represented a 0.46% ownership interest in the company as of the latest filing date. This remaining position was valued at ~$30.55 million based on the July 16, 2026 market close.What pricing levels were achieved during the execution?
The sales were conducted at a weighted average price of $640.52 per share. This execution occurred during a period of sustained performance, with the stock priced at $640.00 as of the July 17, 2026 market close, slightly above the transaction-date close of $637.55.Company OverviewMetricValueShare Price (as of market close 2026-07-17)$640.00Market Capitalization$6.7 billionRevenue (TTM)$2.3 billionNet Income (TTM)$453.4 millionCompany SnapshotCredit Acceptance Corporation provides consumer auto financing programs and related financial services, generating revenue through the origination and servicing of subprime automobile loans, as well as reinsurance coverage for vehicle service contracts.The company operates on a distinctive business model whereby it advances capital to automobile dealers in exchange for the right to service underlying consumer loans, subsequently purchasing loans from dealers and retaining collections from consumers.The company primarily serves subprime automobile buyers and independent automobile dealers across the United States, focusing on consumers with limited credit histories or credit profiles that are challenged.Credit Acceptance Corporation is a leading provider of financing solutions in the subprime automotive credit market, with a market capitalization of $6.7 billion and trailing twelve-month (TTM) revenues of $2.3 billion. The company's vertically integrated business model—combining loan origination, servicing, and collection functions—provides operational leverage and direct relationships with consumers. CACC's strategic focus on the underserved subprime segment, combined with its proprietary technology and dealer network, positions it as a significant participant in the alternative auto finance sector.
What this transaction means for investorsNo shareholder usually wants to see an insider selling shares, but Watson’s sale isn’t necessarily bearish. There are multiple reasons an insider may sell that have nothing to do with her outlook on the stock price, including having to pay a large personal expense and pursuing reasonable portfolio diversification.
Jill Foss Watson is one of three children of the deceased billionaire founder of Credit Acceptance Corp, Donald Foss. While she is an insider, it’s unclear how much influence or participation she has in the company’s day-to-day activities. That somewhat mitigates the warning signal of a sale, as does the fact that insider sales have been shown in studies to predict a share price decline in the next 30 days less than half the time.
It is also worth noting that Watson has a greater financial interest in the business than the 47,910 shares indirectly reported. She is a beneficiary of a remainder trust set up by her father for his three children. That trust owns almost 8% of the business.
Stepping back more broadly, the outlook for Credit Acceptance appears good, despite economic concerns about spending by medium- and lower-credit-quality consumers, who often use CACC for auto financing. While revenue is seen rising only slightly to $3.6 billion in 2026, net income is expected by analysts to rise 27% to $540 million, thanks to cost savings throughout the organization, including from technology advances.
That bodes well for Credit Acceptance Corp, and is an indication that shareholders shouldn’t be too worried about Watson’s selling.
Wintrust Financial Corporation (WTFC) Q2 2026 Earnings Call July 21, 2026 11:00 AM EDT
Company Participants
Timothy Crane - CEO, President & Director
David Dykstra - Vice Chairman & COO
Richard Murphy - Vice Chairman & Chief Lending Officer
Conference Call Participants
Jon Arfstrom - RBC Capital Markets, Research Division
Nathan Race - Piper Sandler & Co., Research Division
Jeff Rulis - D.A. Davidson & Co., Research Division
Jared David Shaw - Barclays Bank PLC, Research Division
Christopher McGratty - Keefe, Bruyette, & Woods, Inc., Research Division
Casey Haire
David Chiaverini - Jefferies LLC, Research Division
Timur Braziler - UBS Investment Bank, Research Division
Sun Young Lee - TD Cowen, Research Division
Benjamin Gerlinger - Citigroup Inc., Research Division
Brandon Rud - Stephens Inc., Research Division
Daniel Tamayo - Raymond James & Associates, Inc., Research Division
Presentation
Operator
Welcome to Wintrust Financial Corporation's Second Quarter and year-to-date 2026 Earnings Conference Call. A review of the results will be made by Tim Crane, President and Chief Executive Officer; David Dykstra, Vice Chairman and Chief Operating Officer; and Richard Murphy, Vice Chairman and Chief Lending Officer. As part of their reviews, the presenters may make reference to both the earnings press release and the earnings release presentation. Following their presentations, there will be a formal question-and-answer session.
During the course of today's call, Wintrust management may make statements that constitute projections, expectations, beliefs or similar forward-looking statements. Actual results could differ materially from the results anticipated or projected in any such forward-looking statements. The company's forward-looking assumptions that could cause the actual results to differ materially from the information discussed during this call are detailed in our earnings press release and in the company's most recent Form 10-K and any subsequent filings with the SEC. Also, our remarks may reference certain non-GAAP financial measures.
Our earnings press release and earnings release presentation include
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ: AVAV) and certain officers. The class action, filed in the United States District Court for the Eastern District of Virginia, and docketed under 26-cv-01429, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired AeroVironment securities between June 25, 2025 and March 10, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired AeroVironment securities during the Class Period, you have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
AeroVironment operates as a defense technology provider delivering integrated capabilities across air, land, sea, space, and cyber.
On May 1, 2025, AeroVironment announced it had completed the acquisition of BlueHalo, LLC (“BlueHalo”), a defense technology firm specializing in advanced engineering products, in an all-stock transaction with an enterprise value of approximately $4.1 billion.
Three years earlier, BlueHalo had been awarded a $1.4 billion contract to deliver BADGER phased array antenna systems (a type of advanced ground-terminal system used to track satellites), to support the United States Space Force’s Satellite Communication Augmentation Resource (“SCAR”) program. The BADGER would be a bespoke product designed for the United States (“U.S.”) Space Force, according to its specifications. This contract value subsequently increased to $1.7 billion.
The SCAR program represents the U.S. Space Force’s efforts to modernize antennas used by the Satellite Control Network (“SCN”), which is comprised of 19 fixed antennas across the world and executes tasks such as tracking satellites, transmitting signals, and conducting telemetry, or accessing data from satellites to assess their status and health.
In an April 2023 report, the U.S. Government Accountability Office described the SCN as “aging and difficult to maintain.” The U.S. Space Force has described the purpose of the SCAR program as modernizing the aging SCN by introducing phased array antennas to the network that boast newer capabilities, such as the ability to communicate with more than one satellite simultaneously.
During the Class Period, Defendants consistently assured investors that the SCAR program would drive revenue growth for AeroVironment moving forward. Among other items, Defendants stated that the SCAR program represented a “tremendous growth opportunity,” that AeroVironment’s work pursuant to the contract was “very much on track,” that the customer was “asking for more [BADGER systems],” and that the Company stood “ready to build more.”
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN; (ii) accordingly, Defendants overstated AeroVironment’s business and financial prospects; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
On January 20, 2026, AeroVironment announced that the U.S. government had issued a stop work order on the Company’s agreement to deliver BADGER systems to the SCAR program. In the same announcement, AeroVironment stated that the stop work order “allows for the parties to negotiate an amended agreement for the future of the SCAR program” and that “[t]he Company expects to continue to deliver capabilities and products for the SCAR program.”
On this news, AeroVironment’s stock price fell $61.97 per share, or 15.77%, to close at $330.89 per share on January 20, 2026.
Then, on March 2, 2026, Space News reported that the U.S. Space Force was reopening the SCAR program and “reassessing how to move forward.” Space News quoted Colonel Owen Stevens, director of contracting at the Space Rapid Capabilities Office, which supervised SCAR, as stating, “We have been in conversations with the [senior acquisition executive] for a little while now, and we are going to move into a new acquisition strategy for SCAR.”
On this news, AeroVironment’s stock price fell $43.93 per share, or 17.42%, to close at $208.32 per share on March 2, 2026.
Then, on March 10, 2026, AeroVironment announced its financial results for the third quarter of fiscal year 2026. Among other items, AeroVironment reported a third-quarter operating loss of $179.0 million, compared to an operating loss of $3.1 million for the same period in fiscal year 2025. These financial results reflected the impact of a $151.3 million goodwill impairment in the Company’s space division after the stop work order on the Company’s BADGER systems built for the SCAR program. AeroVironment also reported that the U.S. Space Force had terminated the Company’s contract concerning the SCAR program, and as a result, it would have to “recompete” for the SCAR program.
On this news, AeroVironment’s stock price fell $13.84 per share, or 6.24%, to close at $207.73 per share on March 11, 2026.
On March 31, 2026, the U.S. Space Force announced its decision to diversify suppliers and rely on less costly commercial, off-the-shelf solutions in connection with its work to upgrade the SCN, instead of pursuing another single-vendor bespoke solution.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Modern infantry doctrine is undergoing a rapid, radical rewrite in front of investors. If investors watch how global conflicts are playing out today, they see a clear departure from heavy, slow-moving legacy armor. The physical economy of defense is heavily shifting toward agile, autonomous platforms. Militaries across the globe are realizing that expensive tanks and traditional ground vehicles are highly vulnerable to cheap, precision-guided munitions. This realization is forcing defense departments to rethink how they allocate their capital, prioritizing systems that provide asymmetric advantages on the battlefield.
For investors keeping a close eye on defense spending, this structural pivot opens a unique window. Defense budgets are actively shifting capital away from traditional heavy machinery and toward autonomous robotics and advanced loitering munitions. Investors are witnessing a generational recapitalization, where software and adaptable hardware are replacing heavy steel. Understanding this macroeconomic backdrop is critical because it dictates where government funding will flow for the next decade.
Get AeroVironment alerts:
Pinpointing the Premier Autonomous Pure-PlayAeroVironment Today
$148.98 +6.38 (+4.47%)
As of 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$135.20▼
$417.86Price Target$266.68
The United States military is not ignoring this global shift. The Pentagon's Replicator initiative encapsulates this transformation, mandating the rapid deployment of thousands of attritable, uncrewed systems designed to swarm and overwhelm adversaries in contested environments. The mandate is clear, and the defense department is seeking commercial partners capable of delivering reliable technology at an unprecedented scale.
Right at the intersection of this capital rotation sits AeroVironment NASDAQ: AVAV, a defense pure-play specializing in tactical uncrewed aerial systems. While prime contractors build billion-dollar fighter jets, AeroVironment builds the tactical, autonomous tools that are actually deployed by the modern infantry battalion on a daily basis. The market has heavily discounted AeroVironment this year, but underlying fundamentals and recent contract wins suggest a severe mispricing. When a structural shift in the physical economy meets a heavily misunderstood asset, investor analysts pay attention.
Tactical Upgrades: The MOSA Moat and Recurring RevenueOn July 20, 2026, AeroVironment secured a definitive $117.3 million Basic Ordering Agreement under the U.S. Army's Long Range Reconnaissance program. This initial full-rate procurement order covers 82 P550 autonomous Group 2 eVTOL electric vertical take-off and landing systems.
While a nine-figure contract provides excellent revenue visibility, the real value lies in the technology the Army just validated. The P550 architecture relies heavily on a modular open systems approach, widely known as MOSA in the defense sector. In simple terms, MOSA allows military operators in the field to hot-swap payloads, batteries, and sensors in under five minutes without specialized tools. Imagine operating a platform that lets you switch from a reconnaissance camera to an electronic warfare jammer right in the middle of a tactical operation.
This level of adaptability creates a significant economic moat for AeroVironment. When the military adopts a MOSA-compliant system, it locks in a long-term relationship with the manufacturer. Upgrades happen via new payloads rather than entirely new airframes, ensuring high-margin, recurring revenue streams for AeroVironment over the lifecycle of the P550 fleet.
The financial data backs up this aggressive expansion. In fiscal Q4 2026, AeroVironment delivered an impressive 133.3% year-over-year revenue expansion, printing $642 million on the top line. More importantly, AeroVironment maintained a healthy 19% EBITDA margin during that high-growth phase. AeroVironment currently has a funded government backlog of $1.2 to $2.7 billion. The demand for these systems is not theoretical; it is already contracted and awaiting delivery.
Turbulence and Tailwinds: Accumulation in the Drop ZoneIf AeroVironment is growing revenue by triple digits and securing major Army contracts, investors might wonder why the stock is down over 40% year-to-date, trading near $142 after opening the year above $241.
AeroVironment, Inc. (AVAV) Price Chart for Tuesday, July, 21, 2026
The aggressive drawdown stems from a localized regulatory headwind. In early 2026, the U.S. Space Force reopened the $1.7 billion Satellite Communication Augmentation Resource program, commonly known as SCAR, creating uncertainty around AeroVironment’s expected sole-source position on the program. Predictably, this sparked analyst downgrades regarding the 2030 long-term financial targets and triggered a wave of procedural class-action lawsuits ahead of a July 27 lead plaintiff deadline.
Markets hate uncertainty, and algorithmic trading models aggressively sold the news. However, this legal and procedural noise masks the fundamental strength of the core tactical drone business. The loss of single-vendor status on one space program does not negate the overwhelming demand for AeroVironment's ground-based and aerial tactical systems.
Wall Street analysts are beginning to spot the discrepancy between the stock price and the underlying business fundamentals. On July 16, Raymond James upgraded AeroVironment from Market Perform to Outperform, setting a $210 price target. The firm cited the accelerating defense backlog and a highly favorable risk-to-reward profile following the severe year-to-date pricing compression.
Institutions are quietly using the current weakness to accumulate shares. Recent filings show total shares owned by institutional investors increased by nearly 30% over the last quarter. When asset managers increase their positions by that magnitude during a 40% drawdown, it signals quiet, calculated accumulation. Options chain data currently reveals a decisively bullish put-to-call ratio of 0.60, indicating that derivatives traders are heavily positioning for an upside reversal rather than further downside.
Positioning for the Tactical Tech BoomThe broader unmanned aerial systems sector features incredibly varied risk profiles. Pure-play competitors like Red Cat Holdings NASDAQ: RCAT trade on extreme top-line momentum, generating 849% year-over-year revenue growth, but they operate with deeply negative free cash flow and low gross margins.
Others, like Kratos Defense & Security Solutions NASDAQ: KTOS, offer high-beta exposure driven by target drones and attritable jet systems. Meanwhile, traditional prime contractors like Northrop Grumman NYSE: NOC offer stability and a dividend yield, but lack the explosive growth potential of a smaller, agile tech firm.
AeroVironment occupies a unique middle ground. AeroVironment is scaling rapidly but still experiencing growing pains. Trailing net margins sit at -9%, reflecting the heavy capital expenditures required to expand manufacturing capacity to meet its multibillion-dollar backlog. AeroVironment must successfully transition from aggregating government contracts to delivering durable, bottom-line profitability.
The $117.3 million Army contract proves that the Department of Defense views AeroVironment as a premier supplier capable of meeting modern warfare demands. As global military budgets pivot away from legacy armor toward intelligent, scalable drone technologies, companies with verified government backlogs are positioned to capture significant market share. Investors with a higher risk tolerance might consider adding AeroVironment to their watchlist as the enterprise continues to convert its impressive backlog into realized revenue.
Should You Invest $1,000 in AeroVironment Right Now?Before you consider AeroVironment, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AeroVironment wasn't on the list.
While AeroVironment currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Looking to profit from the electric vehicle mega-trend? Click the link to see our list of which EV stocks show the most long-term potential.
New York, New York--(Newsfile Corp. - July 21, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased AeroVironment securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force's Satellite Communication Augmentation Resources ("SCAR") program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network ("SCN"); (2) accordingly, defendants overstated AeroVironment's business and financial prospects; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305959
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Pozitivní nálada vydržela po celou obchodní seanci. Obrat na čipovém sektoru udržel technologický NASDAQ výrazně v plusu. Přesto klasické technologie z magnificent 7 skončily v záporu (Amazon -0,98 %). To vše se dělo při stále rostoucí cenně ropy. Investoři sledují především čísla hospodaření a geopolitika šla mírně stranou.
Z čipového sektoru se dařilo především výrobci paměťových čipů Micron +12,04 %, Sandisk +14% či výrobce procesorů Intel +8,64 %.
Automobilový koncern General Motors po zveřejněných kvartálních výsledcích přidal + 4,87 %.
Obrat zažily jak cenné kovy (zlato +1,85 %) tak kryptoměny (Bitcoin +1,61 %). Z růstu kryptoměn těžily akcie burzy Coinbase +9,67 %.
Index Dow Jones +0,74 % na 52223,93 b.
S&P 500 +0,89 % na 7509,21 b.
Nasdaq Composite +1,29 % na 25837,21 b.
Index S&P 500 +0,89 % na 7509,21 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +2,3 % Nezbytná spotřeba -1 % Energie +1,2 % Komunikační služby -0,8 % Zdravotní péče +0,6 % Utility +0 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Sandisk Corp (SNDK) +14 % Danaher Corp (DHR) -11 % Western Digital Corp (WDC) +13 % MSCI (MSCI) -10 % Micron Technology (MU) +12 % Tyler Technologies (TYL) -5,7 % Teradyne (TER) +12 % Halliburton (HAL) -5,5 % Coherent Corp (COHR) +11 % Gartner (IT) -4,5 %
Jan Pazourek, Fio banka, a.s.
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.
That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.
However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.
New Jersey Resources (NJR - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.
Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).
While there are numerous reasons why the stock of this energy services holding company is a great growth pick right now, we have highlighted three of the most important factors below:
Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.
While the historical EPS growth rate for New Jersey Resources is 11%, investors should actually focus on the projected growth. The company's EPS is expected to grow 9.5% this year, crushing the industry average, which calls for EPS growth of 3.8%.
Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.
Right now, year-over-year cash flow growth for New Jersey Resources is 13.3%, which is higher than many of its peers. In fact, the rate compares to the industry average of 12%.
While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 11.3% over the past 3-5 years versus the industry average of 7%.
Promising Earnings Estimate RevisionsBeyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
There have been upward revisions in current-year earnings estimates for New Jersey Resources. The Zacks Consensus Estimate for the current year has surged 0.3% over the past month.
Bottom LineNew Jersey Resources has not only earned a Growth Score of B based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
This combination positions New Jersey Resources well for outperformance, so growth investors may want to bet on it.
Hasbro is betting on sales of the Marvel Super Heroes edition of its Magic: The Gathering line of trading cards to boost its earnings this year.
Joan Verdon
Hasbro CEO Chris Cocks spent much of today’s earnings call explaining to Wall Street analysts why the company’s most profitable brand, Magic: The Gathering, has staying power, and why it is a safe bet for future earnings.
While the trading card game is “by far our biggest brand, in many ways it’s also the least understood,” Cocks said on an hour-long conference call to discuss Hasbro’s second-quarter earnings.
The majority of the questions from analysts during the call involved Magic"The Gathering", with the analysts sounding a bit like boomer parents trying to understand why their 35-year-old is spending hundreds of hours, and hundreds of dollars (or more) on a collectible trading card game.
Cocks, in turn, sounded like a Magic player patiently explaining to Mom or Dad why Magic ‘just a fad’.
In addition to being a billion dollar brand that consistently enjoys double-digit revenue growth, Cocks explained, Magic has been compounding its fan base for more than 30 years, creating "tens of millions of fans who treat the game as a lifelong pursuit, rather than a passing trend.”
Cocks’ decision to devote most of his opening comments on the call to discussing the economics of Magic paid off, with the stock jumping more than 10% after the call. It fell back some from that high, but remained up more than 7% at midday.
Hasbro reported revenue of $1.1 billion for the second quarter, which ended June 28, up 16% year-over-year. Revenue was up 15% for the first six months of this year.
Adjusted operating profit for the quarter was up 14%, at $282 million. Net earnings were $1.12 per diluted share and adjusted net earnings per diluted share were $1.28.
MORE FOR YOU
Hasbro raised its full year guidance ti adjusted EBITDA of $1.45 billion to $1.5 billion, up from $1.40 billion to $1.45 billion. Operating margin guidance was raised to 25-26%, from 24-24%
The biggest revenue growth driver during the quarter was the Wizards and Digital Gaming segment, which includes the Magic brand. It saw sales spike 27%, led by record-breaking sales of the new Magic release, Marvel Super Heroes.
But traditional toys also showed strength, with the consumer products segment up 5%.
The growth in traditional toys is particularly encouraging for Hasbro and the industry in general, said James Zahn, Editor-in-Chief of The Toy Book and Senior Editor of The Toy Insider.
“Hasbro’s gaming business is a behemoth, so it’s of little surprise to see the growth trajectory continue,” Zahn said. “It’s very good news to see that momentum carry over into toys and consumer products, with brands like Peppa Pig and G.I. Joe proving that traditional toys still matter and that legacy brands still resonate with audiences spanning preschoolers to adult collectors,” he said.
Zahn noted that Hasbro has a number of hot properties launching as it heads toward the holiday season, including the release this month of KPop Demon Hunters role-play toys, and toys tied to the new Marvel Spider-Man release.
Blooms by Play-Doh, a playset designed to let adults craft elaborate floral arrangements out of modeling dougn, is proving to be an instant hit for Hasbro.
Hasbro
Blooms by Play-Doh, a Play-Doh set designed for grownups that lets adults make elaborate floral arrangements out of Play-Doh, “is off to a massive start with quick sellouts at retail,” Zahn said.
Today’s results show “Hasbro’s strategy is paying off,” Zahn said. “We can see that in how they’re leaning into strengths while finding the right partners to play with the brands in their toy box.”
A cyber attack on Hasbro in the March impacted the second quarter by delaying $40 to $60 million in consumer products revenue to the second half of the year. The incident is expected to cost Hasbro $20 million in additional expenses this year.
Hasbro CEO Chris Cocks says the company is cancelling some video-game projects, but is doubling down on its "Magic: The Gathering" card game business. He speaks on "Bloomberg Open Interest.
The Zacks Electronics – Testing Equipment industry has been benefiting from the rapid build-out of AI infrastructure, which is increasing demand for semiconductor manufacturing and validation equipment. Testing solutions are becoming increasingly critical for wafer fabrication, chip inspection, embedded computing validation and hardware verification. The build-out of hyperscale data centers and power infrastructure is increasing demand for electrical testing, power validation and hardware-in-the-loop simulation. Factories and logistics facilities are investing in greater automation, increasing demand for machine vision, barcode reading and automated inspection systems. The launch of AI-powered testing and inspection platforms that improve speed, accuracy and productivity has noteworthy development. Industry players like AMETEK (AME - Free Report) and Fortive (FTV - Free Report) are benefiting from this trend. However, supply chain constraints and component inflation are headwinds for industry players.
Industry Description The Zacks Electronics – Testing Equipment industry comprises companies offering advanced instruments, electronic testing equipment solutions, thermal management systems, electrical connectors, motors and various test solutions. The major end markets served by this industry are consumer, automobile, industrial, aerospace and defense, healthcare, semiconductors and communications, to name a few. Industry participants have been making technological advancements to gain traction among semiconductors, vehicles, machinery, smartphones and medical device manufacturers, who are constantly increasing their spending on electronic components.
4 Trends Shaping the Future of Electronics - Testing Equipment Industry Solid Adoption of Motion Control & Test Systems is Positive: The rising utilization of precision motion-control solutions and automatic test systems in motion-control devices and testing products, particularly in the aerospace, automation, medical and military markets, is an upside. Commercial motor and autonomous vehicles will likely continue to hike the demand for vehicle-tracking systems, fleet-management solutions and other private fleet applications, which are part of the industry’s key offerings.
Secular Growth, Niche Strength and Sustainability-Driven Demand Aids Growth: Secular growth is driven by exposure to long-term themes like automation, healthcare, aerospace, semiconductors and energy transition. Industry players operate in niche, mission-critical segments where products are essential to performance and safety. This supports strong pricing power, customer attachment and consistently high margins compared to broader industrial peers. Sustainability and energy transition trends are creating new demand for products that improve efficiency, reduce emissions and support renewable energy adoption, providing an additional long-term growth driver.
Recurring Revenues Boost Free Cash Flow Generation Ability: A meaningful portion of revenue comes from recurring streams such as aftermarket services, calibration, maintenance and spares. This improves earnings visibility and reduces volatility across cycles. Asset-light business models require relatively low capital expenditure, resulting in high free cash flow conversion. This supports shareholder returns, reinvestment and acquisition strategies.
Macroeconomic Headwinds Pose Concerns: Due to the challenging macroeconomic scenario, enterprises are reluctant to sign multi-year deals worldwide. The industry is seeing supply chain volatility, along with the negative impact of tariffs. These trends do not bode well for the industry participants.
Zacks Industry Rank Indicates Bright Prospects The Zacks Electronics – Testing Equipment industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #28 at present, which places it in the top 11% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group’s earnings growth potential. The industry’s earnings estimates for 2026 have moved north by 10.8% since July 31, 2025.
Given the bullish scenario, there are a number of stocks currently worth watching. But before we present those stocks, let us look at the industry’s recent stock-market performance and the valuation picture.
Industry Outperforms S&P 500 & Sector The Zacks Electronics – Testing Equipment industry has outperformed the S&P 500 and the broader sector over the past year. The industry has climbed 31.6% over this period against the S&P 500’s appreciation of 21.2% and the broader sector’s return of 27.4%.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-earnings ratio (P/E), a commonly used multiple for valuing the Electronics – Testing Equipment stocks, the industry is currently trading at 25.49X, higher than the S&P 500’s 20.74X and the sector’s 25.56X.
Over the past five years, the industry has traded as high as 30.91X and as low as 19.23X, with a median of 23.83X, as the chart below shows.
Forward 12-Month P/E Ratio
2 Testing Equipment Stocks to Buy AMETEK: This Zacks Rank #2 (Buy) company is benefiting from strong order growth, record backlog and acquisitions. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AMETEK’s order momentum increased in the first quarter of 2026. Total orders were $2.2 billion, up 23% year over year, lifting backlog to a record $3.87 billion. AMETEK continues to supplement organic growth with bolt-on acquisitions in niche markets that extend the portfolio. In April 2026, AMETEK entered into a definitive agreement to acquire First Aviation Services, a defense and aviation MRO provider with about $80 million of annual sales that will join EMG, adding further defense aftermarket exposure. The company acquired LKC Technologies in January 2026 for $209.6 million of cash, adding ophthalmic diagnostics capabilities within EIG.
AMETEK expects 2026 sales to increase high single digits. The company expects earnings between $7.94 and $8.14 per share, suggesting 7-10% year-over-year growth.
The Zacks Consensus Estimate for 2026 earnings has increased by a penny to $8.14 per share over the past 30 days, indicating year-over-year growth of 9.56%. Shares of AMETEK have climbed 14.6% year to date.
Price & Consensus: AME
Fortive: This Zacks Rank #2 company is benefiting from steady demand across Intelligent Operating Solutions and Advanced Healthcare Solutions. Fortive's “Fortive Accelerated” strategy is gaining traction. The company reported more than 5% core revenue growth in the first quarter of 2026, with growth accelerating across both operating segments. The company highlighted continued momentum in innovation, commercial execution and recurring customer value initiatives, while reaffirming confidence in its 2026-2027 financial framework.
Fortive is benefiting from the AI infrastructure buildout through its Fluke business. The company is seeing strong customer adoption of its CertiFiber Max data center testing solution, which is also driving sales of complementary products such as power quality, battery testing and calibration equipment.
Fortive expects 2026 adjusted earnings between $2.90 and $3 per share, indicating 9% year-over-year growth at the midpoint. The Zacks Consensus Estimate for 2026 earnings has been revised a penny upward in the past 30 days to $2.97 per share, indicating year-over-year growth of 9.59%. Shares of Fortive have climbed 10.5% year to date.
Cipher Digital stock is charging ahead with explosive momentum. What’s driving CIFR stock higher? Bessent’s One-Yard-Line Comment Sets the Crypto Market on FireBroader social media chatter suggesting the White House had reached an agreement on an ethics package attached to the bill and transmitted the language to key Senate Republicans added further fuel, with industry participants viewing the development as a potential path to updated bill text being released in short order.
A Former Bitcoin Miner Now Playing the AI Infrastructure TradeWhile the crypto rally is lifting the group broadly, Cipher is now primarily an AI infrastructure company, having pivoted away from its mining origins to redirect its power assets and data center capabilities toward serving artificial intelligence compute demand. The stock is catching a bid today largely alongside other former miners that have made a similar transition and are seeing renewed interest after a difficult stretch of selling pressure across the sector.
That said, the company still mines Bitcoin and held $76,150 worth of the digital currency on its balance sheet as of March 31, 2026, down from $125,400 at year-end. With Bitcoin pushing toward multi-month highs today, that residual exposure may be providing a modest additional boost on top of the broader AI infrastructure recovery.
CIFR Shares Are BoomingCIFR Price Action: Cipher shares were up 11.20% at $22.84 at the time of publication on Tuesday, according to Benzinga Pro.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
Key Takeaways High-beta momentum stocks recently suffered a 33% drawdown.Fear levels remain elevated among investors.Failed bearish technical patterns suggest that the pain is over for tech bulls. Tuesday, Wall Street investors sent the market soaring as they looked past geopolitical concerns and jockeyed for positioning in tech stocks ahead of earnings season. The Nasdaq, which has been the most beaten-down index, stormed back nearly 2%.
Time to Buy the Dip in Momentum Stocks?High beta, tech momentum just suffered a 33% drawdown in a handful of sessions, marking one of the worst drawdowns since the late 1990s Dot Com bubble burst. However, previous drawdowns of this magnitude have resulted in significant market bottoms. For instance, in 2022, high-beta momentum stocks suffered a 32.82% drawdown before bouncing.
Image Source: GS
Stocks Climb the Wall of WorryAccording to the CNN Fear & Greed Index, Wall Street investors are currently fearful. The fear comes as the major market indices have chopped sideways over the past few weeks. Despite the flattish price action, the destruction of momentum stocks and the restarting of the U.S.-Iran conflict have caused elevated fear levels
Image Source: CNN
However, just as many investors threw in the towel on AI stocks, recently beaten-down AI stocks such as SanDisk ((SNDK - Free Report) ), Cerebras Systems ((CBRS - Free Report) ), Cipher Mining ((CIFR - Free Report) ) stormed back.
From False Moves Come Fast MovesOn Wall Street, one day does not prove a trend. Nevertheless, it can produce valuable clues for investors. For instance, Micron ((MU - Free Report) ), a leading AI stock, broke down from a bearish head-and-shoulders pattern on the daily chart. However, on Tuesday, shares roared back more than 10% and retook the “neckline” of the pattern. More often than not, false moves produce violent moves in the opposite direction as late bears and shorts get trapped.
Image Source: TradingView
Meanwhile, MU shares retook the 10-week moving average after a brief shake below it. The regain of the 10-week moving average means that shares remain in an uptrend. Furthermore, MU is forming a classic bull flag pattern. Similar patterns have produced triple-digit returns over the past few years.
Image Source: TradingView
Bottom Line
Tuesday, stocks climbed the proverbial Wall of Worry as investors looked beyond geopolitical concerns. The false moves in many AI stocks suggest that the rally has staying power.
Key Takeaways MSCI beat Q2 earnings and revenue estimates. MSCI's Index revenues increased 17.5% year over year. MSCI raised its 2026 expense and cash flow guidance. MSCI (MSCI - Free Report) reported second-quarter 2026 adjusted earnings of $4.94 per share, up 18.5% year over year. The figure beat the Zacks Consensus Estimate by 0.82%.
Revenues increased 12.2% year over year to $867 million and surpassed the consensus mark by 0.90%. Growth reflected higher recurring subscription revenues and asset-based fees. The retention rate improved to 95.3%, while period-end AUM in ETFs linked to MSCI equity indexes reached $2.818 trillion.
Recurring subscription revenues rose 9% year over year to $613.4 million. Asset-based fees advanced 26.6% to $233.1 million, benefiting from higher AUM in ETFs and non-ETF indexed funds linked to MSCI indexes. Non-recurring revenues declined 20.5% to $20.5 million.
MSCI’s Top-Line DetailsIn second-quarter 2026, Index revenues of $511 million increased 17.5% year over year. Recurring subscriptions and asset-based fees rose 11.6% and 26.6% on a year-over-year basis, respectively. Non-recurring revenues slipped 1.3% year over year. Organically, Index’s operating revenue growth was 17.5%.
The segment’s adjusted EBITDA rose 20.5% to $397.8 million, and its margin expanded to 77.8% from 75.9%. Index run rate reached $2.027 billion, up 17.4%, supported by market-cap-weighted and custom index products across client segments and regions.
Analytics’ operating revenues of $189.4 million increased 6.6% year over year, aided by growth in Equity Analytics and Multi-Asset Class products. Recurring subscription revenues jumped 9.5% and non-recurring revenues decreased 55.7% on a year-over-year basis. Organically, Analytics’ operating revenue growth was 7%. However, adjusted EBITDA fell 5% to $88 million as expenses grew faster than revenues. The segment’s margin contracted to 46.5% from 52.1%.
Sustainability and Climate revenues rose 3.4% to $91.9 million, while adjusted EBITDA increased 12.3%. While recurring subscriptions increased 4% year over year, non-recurring revenues declined 26.3% on a year-over-year basis. Organically, Sustainability and Climate operating revenue growth was 3%. The segment’s adjusted EBITDA rose 12.3% to $35.6 million, and its margin expanded to 38.7% from 35.6%.
All Other – Private Assets operating revenues, which primarily comprise the Real Assets operating segment and the Private Capital Solutions, were $74.7 million, up 4.9% year over year. Organic operating revenue growth for All Other – Private Assets was 4.4%. However, adjusted EBITDA fell 14.1% to $17.1 million. The segment’s margin contracted to 22.9% from 28%.
MSCI's Sales Trends Highlight Index StrengthNew recurring subscription sales increased 1.9% year over year to $76.6 million. Subscription cancellations declined 7.3%, helping net new recurring subscription sales grow 8.4% to $47.5 million. Total net sales decreased 1.4% because of weaker non-recurring activity.
Index net new recurring subscription sales surged 40.5% to $28.1 million. All Other – Private Assets also delivered a 57.5% increase. These gains were partly offset by declines in Analytics and Sustainability and Climate, where net new recurring subscription sales fell 24.3% and 62%, respectively.
MSCI’s Q2 Operating DetailsTotal operating expenses increased 9.2% year over year to $379.5 million. The rise reflected higher information technology, market data, professional fees, occupancy and compensation costs. Expenses also included amounts related to the Compass, Vantager and PM Insights acquisitions.
Operating income grew 14.6% to $487.5 million. The operating margin improved 120 basis points to 56.2%, while adjusted EBITDA advanced 13.5% to $538.5 million. The adjusted EBITDA margin widened 70 basis points to 62.1%, reflecting revenue growth that outpaced adjusted costs.
MSCI’s Balance Sheet & Cash FlowAs of June 30, 2026, cash and cash equivalents stood at $356.4 million, while total principal debt was $6.4 billion. The debt-to-adjusted EBITDA ratio was 3.1 times.
Net cash provided by operating activities increased 10.3% year over year to $370.8 million. Free cash flow rose 8.2% to $326.4 million.
MSCI repurchased $145 million of shares during the quarter and paid about $149.2 million in dividends.
MSCI Updates Full-Year 2026 GuidanceMSCI raised its full-year operating expense outlook to $1.535-$1.575 billion from $1.490-$1.530 billion. Adjusted EBITDA expense guidance increased to $1.340-$1.370 billion from $1.305-$1.335 billion, reflecting acquisitions, stronger index-linked AUM and additional growth investments.
The company now expects net cash provided by operating activities of $1.655-$1.705 billion and free cash flow of $1.485-$1.545 billion. Interest expense is projected to be between $282 million and $286 million, while capital expenditures are anticipated to be in the range of $160-$170 million.
Zacks Rank & Stocks to ConsiderAlerus Financial shares have gained 11.6% year to date. Alerus Financial is scheduled to release second-quarter 2026 results on July 29.
Amerant Bancorp shares have rallied 17.9% year to date. Amerant Bancorp is set to report its second-quarter 2026 results on July 23.
Axos Financial shares have plunged 27% year to date. Axos Financial is scheduled to release fourth-quarter fiscal 2026 results on July 30.
FOREST CITY, Iowa, July 21, 2026 (GLOBE NEWSWIRE) -- Today, Winnebago, the flagship brand of outdoor recreation product manufacturer Winnebago Industries, Inc., and Progressive Insurance, the nation’s largest personal auto insurer, announced a strategic collaboration aimed at enhancing the RV ownership experience.
The collaboration brings together Winnebago’s premium recreational vehicles with Progressive, a leader in RV insurance, to provide Winnebago owners with access to trusted insurance solutions from a recognized industry leader. Through coordinated marketing efforts and shared customer-focused initiatives, the companies will deliver added value, helpful resources and greater confidence for RV owners.
“At Winnebago, we are constantly looking for ways to elevate every aspect of the customer experience, from first purchase through every mile of ownership,” said Kim Weckert, vice president of marketing, product portfolio and digital transformation for the Winnebago brand. “Partnering with Progressive allows us to extend that commitment beyond the product itself, creating a more connected and complete solution that brings together product, protection and peace of mind.”
By aligning two trusted brands in the outdoor lifestyle space, the collaboration is designed to remove friction for customers and make it easier to get on the road with confidence. The companies will also collaborate on joint marketing initiatives and experiential activations to engage new and existing RV audiences.
“At Progressive, we’re committed to making it easier for customers to protect what matters most and enjoy the road ahead with confidence,” said Eric Doubler, Progressive recreational lines direct business leader. “Our collaboration with Winnebago brings together two trusted brands to help simplify the RV ownership journey, offering customers a more connected experience from purchase through protection.”
Together, Winnebago and Progressive are expanding how customers experience RV ownership by combining high-quality vehicles with tailored protection solutions, helping more people explore the outdoors with confidence. Click here to learn more.
About Winnebago
Winnebago® has been a part of the American outdoor experience and an RV industry pioneer since 1958. The brand offers legendary innovation, quality and customer experience across a full spectrum of towable travel trailers and motorhomes, from camper vans to rugged adventure trucks. Headquartered in Forest City, Iowa, the brand is a wholly owned subsidiary of Winnebago Industries (NYSE: WGO), a leading manufacturer of premium outdoor recreation products committed to elevating every moment outdoors. For more information, visit www.winnebago.com.
Calix, Inc. (CALX) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT
Company Participants
Nancy Fazioli - Vice President of Investor Relations
Michael Weening - CEO, President & Director
Cory Sindelar - Chief Financial Officer
Conference Call Participants
Joseph Cardoso - JPMorgan Chase & Co, Research Division
Scott Searle - ROTH Capital Partners, LLC, Research Division
Christian Schwab - Craig-Hallum Capital Group LLC, Research Division
George Notter - Wolfe Research, LLC
Timothy Savageaux - Northland Capital Markets, Research Division
Michael Genovese - Rosenblatt Securities Inc., Research Division
Ryan Koontz - Needham & Company, LLC, Research Division
Presentation
Operator
Greetings, everyone, and welcome to the Calix Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Nancy Fazioli, Vice President, Investor Relations. Nancy, please go ahead.
Nancy Fazioli
Vice President of Investor Relations
Thank you, Daryl, and good morning, everyone. Thank you for joining our second quarter 2026 earnings call. Today on the call, we have President and CEO, Michael Weening; and Chief Financial Officer, Cory Sindelar. As a reminder, today, after the market closed, Calix issued a news release, which was furnished on a Form 8-K, along with our stockholder letter and was also posted in the Investor Relations section of the Calix website. Today's conference call will be available for webcast replay in the Investor Relations section of our website.
Before I turn the call over to Michael for his opening remarks, I want to remind everyone that on this call, we will refer to forward-looking statements, including all statements the company will make about its future financial and operating performance, growth strategy and market outlook, and that actual results may differ materially from those contemplated by these forward-looking statements. Factors that could cause actual results and trends to differ materially are set forth in
When you have $10,000 to invest, where you refuse to put your money matters just as much as where you do put it. The industrial sector is booming right now, powered by the enormous electricity and data center build-out behind artificial intelligence, but not every industrial deserves your cash.
Here are two stocks I would buy for that tailwind, and one popular name I would steer well clear of, no matter how loud the comeback story gets.
Buy: Eaton Eaton (ETN +0.37%) is the electrical backbone of the AI era. It makes the equipment that moves and manages power inside data centers, factories, and the grid, and demand has gone vertical. Its data center orders recently jumped roughly 240% from a year earlier, and its total data center backlog now represents something like 11 years of construction at current build rates. That's extraordinary visibility for an industrial company. Management raised its 2026 growth outlook and is spending $1.5 billion to expand manufacturing so it can actually deliver on the orders stacking up.
Crucially, Eaton is not a one-trick data center bet. It also profits from grid modernization, the reshoring of American factories, and the electrification of buildings and aircraft, so several powerful trends push in the same direction at once.
I will point out the one real drawback: After a strong run, Eaton is not cheap, so a slowdown in data center spending would sting. But this is a diversified, profitable market leader riding a multi-year wave, and that combination justifies a premium. For $10,000 meant to compound over years, Eaton is the kind of quality anchor I want.
Today's Change
(
0.37
%) $
1.47
Current Price
$
402.88
Buy: Powell Industries Powell Industries (POWL +6.89%) is the smaller, punchier way to play the same trend. It builds electrical equipment for utilities, energy projects, and increasingly data centers, and its balance sheet is pristine: It holds hundreds of millions in cash with no meaningful debt, a genuine fortress. New orders recently surged around 97%, backlog hit a record, and the company landed the largest single order in its history, worth more than $400 million, tied to a data center.
Because Powell is a fraction of Eaton's size, each big win moves the needle far more, which gives it more torque as the build-out continues. The trade-off is that smaller industrials are more volatile and more exposed to a slip in any single project, and the stock has climbed sharply. Still, a debt-free company with a booming order book is exactly the profile I want for a smaller, higher-upside position.
Today's Change
(
6.89
%) $
15.73
Current Price
$
244.01
Avoid: Boeing Now the name I would avoid like the plague with fresh money: Boeing (BA 2.15%). Yes, the comeback is real on the surface. Deliveries have hit their highest level in years, and management is finally guiding to positive free cash flow for the first time since the 737 MAX crisis. Bulls have latched onto that narrative.
Image source: Getty Images.
But look harder and the risk-reward is poor. Boeing carries roughly $54 billion in debt against about $29 billion in cash (as of Q1), a precarious balance sheet for a company still fixing itself. Its 777X program has been delayed yet again into 2027, saddled with a nearly $5 billion charge and a fresh engine durability problem, the latest chapter in a long history of certification setbacks and broken timelines.
When a company repeatedly overpromises and underdelivers while drowning in debt, I don't want to be the one funding the hope. The turnaround may eventually work, but the same $10,000 buys cleaner, better-capitalized growth elsewhere.
Today's Change
(
-2.15
%) $
-4.51
Current Price
$
204.97
My view here is simple: Favor industrials with strong balance sheets and visible, contracted demand, and avoid those relying on a fragile turnaround and a mountain of debt. Eaton offers quality and scale, Powell offers a debt-free growth kicker, and both sit directly in the path of the electricity supercycle. Boeing, for all its recent momentum, remains a show-me story with too much leverage and too many broken promises for me to trust with new capital.
Split your $10,000 toward the businesses that are already delivering, and let the market keep dreaming on the one that isn't.
Key Takeaways Eaton's Electrical Americas data-center revenues rose about 50% year over year in first-quarter 2026.Boyd Thermal adds liquid cooling, while the NVIDIA-linked platform supports AI factory power needs.Strong demand prompted Eaton to raise its 2026 organic growth outlook to 9-11%. Eaton Corporation (ETN - Free Report) is increasingly emerging as a critical enabler of next-generation digital infrastructure amid the rapid expansion of AI-driven data centers. As hyperscalers and cloud providers build facilities capable of handling increasingly power-intensive AI workloads, dependable electrical infrastructure has become as essential as computing hardware. This shift positions Eaton to capitalize on a multi-year investment cycle extending beyond traditional industrial demand.
AI servers consume considerably more electricity and generate more heat than conventional computing systems, accelerating demand for advanced power distribution and thermal-management technologies. The transition toward high-density AI infrastructure is driving the need for integrated grid-to-chip power and cooling solutions, aligning well with Eaton’s electrical portfolio. The acquisition of Boyd Thermal further strengthens this opportunity by adding liquid-cooling capabilities.
In the first quarter of 2026, Eaton’s Electrical Americas data-center revenues increased approximately 50% year over year. Management also highlighted the Eaton Beam Rubin DSX platform, developed with NVIDIA, as an end-to-end power blueprint for AI factories. Supported by strong data-center and broader electrical-market demand, Eaton raised its 2026 organic growth outlook to 9-11%.
Eaton’s comprehensive product portfolio, expanding backlog, manufacturing-capacity investments and growing liquid-cooling presence should support sustained revenue growth while increasing its content per data-center project. Consequently, AI data centers represent a structural growth avenue rather than a short-term equipment cycle. As investment in AI infrastructure accelerates, Eaton’s role as a key provider of mission-critical electrical and cooling systems should continue to strengthen.
What About ETN’s Peers?The rapid buildout of AI data centers is unlocking substantial growth opportunities for Emerson Electric (EMR - Free Report) and Powell Industries (POWL - Free Report) .
Emerson is benefiting from increased demand for automation, software, and control solutions that enhance cooling, energy efficiency, and operational reliability in power-intensive facilities.
Powell is gaining from rising investments in medium-voltage switchgear and power distribution systems, both essential for uninterrupted data center operations.
As hyperscalers continue expanding AI infrastructure, Emerson is reinforcing its leadership in industrial automation, while Powell is strengthening its role in resilient electrical infrastructure.
ETN Price PerformanceShares of Eaton have gained 8.8% in a year, outperforming the industry.
Image Source: Zacks Investment Research
ETN’s Expensive ValuationEaton’s shares are trading at a premium compared with its industry. The company’s forward 12-month price-to-earnings of 27.39X is higher than its industry’s 23.24X.
Image Source: Zacks Investment Research
Estimate Movement for ETNThe Zacks Consensus Estimate for ETN’s second-quarter and third-quarter 2026 EPS has moved 1 cent north each in the past 30 days. The Zacks Consensus Estimate for 2026 and 2027 EPS has moved 2 cents and 7 cents north, respectively, in the past 30 days.
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.
The proposed transactions may contain terms that could limit superior competing offers.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:
AstroNova, Inc. (NASDAQ: ALOT)'s sale to Arcline Investment Management for $29.00 per share in cash. If you are an AstroNova shareholder, click here to learn more about your rights and options.
Iridium Communications Inc. (NASDAQ: IRDM)'s sale to Rocket Lab Corporation for $27.00 in cash and a number of shares of Rocket Lab common stock calculated pursuant to an exchange ratio for each share of Iridium. If you are an Iridium shareholder, click here to learn more about your rights and options.
Element Solutions Inc (NYSE: ESI)'s sale to Solstice Advanced Materials, Inc. for $10.00 in cash and 0.500 shares of Solstice common stock for each Element share. Upon closing of the Proposed Transaction, Element shareholders are expected to own approximately 44% of the combined company. If you are an Element shareholder, click here to learn more about your rights and options.
Solstice Advanced Materials, Inc. (NASDAQ: SOLS)'s merger with Element Solutions. If you are a Solstice shareholder, click here to learn more about your legal rights and options.
On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures and information, or other relief and benefits.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Halper Sadeh LLC
Daniel Sadeh, Esq.
Zachary Halper, Esq.
One World Trade Center
85th Floor
New York, NY 10007
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
Magnolia Oil & Gas Corporation (NYSE: MGY) shares fell about 3% on Tuesday after the company announced a definitive agreement to acquire private equity-backed WildFire Energy for approximately $4 billion.
The transaction, which has been unanimously approved by Magnolia’s board of directors, is expected to expand the company’s position in South Texas and more than double its footprint in the Giddings field.
WildFire Energy, founded in partnership with Warburg Pincus, Kayne Anderson and its management team in 2019, is an independent oil and gas producer focused on assets in the Austin Chalk, Eagle Ford and Woodbine formations.
The company currently produces about 53,000 barrels of oil equivalent per day, with approximately 70% of production weighted toward oil, across roughly 810,000 net acres. WildFire has expanded through acquisitions, including the purchase of Hawkwood Energy in 2021, as well as organic development.
Magnolia said the acquisition will strengthen its position in the South Texas region by adding a large-scale asset base and increasing its development inventory.
WildFire CEO Anthony Bahr highlighted the company’s growth since its formation and said the transaction would create further opportunities for the combined business.
“We are excited for the opportunities ahead for Magnolia and believe this transaction positions the asset for continued success,” Bahr said.
Warburg Pincus Managing Director Ryan Dalton wrote that WildFire had developed into a large-scale energy platform through acquisitions and operational execution.
“WildFire represents a rare combination of high-quality underdeveloped assets, market opportunity and a strong management team with the unique capabilities to acquire, optimize and scale oil and gas assets,” Dalton said.
The transaction is expected to close in the third quarter.
[url="]The Law Offices of Frank R. Cruz[/url] announces that a class action lawsuit has been filed on behalf of shareholders who purchased or otherwise acquired
Key Takeaways Dave emerges as the stronger 2026 buy, while SoFi remains a prudent hold for existing shareholders.Dave's ExtraCash originations rose 37% to $2.1 billion as its 28-day past-due rate stayed at 1.69%.SoFi offers broader diversification, but Dave's focused expansion and Coastal funding deal sharpen its case. SoFi Technologies, Inc. (SOFI - Free Report) and Dave Inc. (DAVE - Free Report) may both carry the fintech label, but investors are looking at two very different business strategies. SoFi wants to become a single financial home where customers can bank, borrow, invest, use credit cards and manage nearly every part of their financial lives. Dave starts with a narrower problem, helping consumers cover short gaps between paychecks without turning to traditional overdraft services.
That difference shapes the investment debate. SoFi offers scale, a national bank charter and several ways to build deeper customer relationships. Dave offers a simpler operating model built around a clear customer need, data-based underwriting and the opportunity to turn ExtraCash users into long-term banking customers.
The choice between the stocks therefore comes down to focus versus breadth. SoFi has more products and a larger platform, but Dave may have more room to improve its business as it expands from short-term liquidity into everyday spending and payments.
The Case for SOFISoFi’s central advantage is that it can serve customers through many stages of their financial lives. A member might begin with a checking account, later refinance a loan, open an investment account or apply for a credit card without leaving the platform. This approach gives SoFi more chances to deepen each relationship. Its cross-buy rate reached 43% in the first quarter of 2026, supporting the idea that members are increasingly using more than one SoFi product.
The company is also pushing beyond its established consumer products. Small-business lending creates an opening to follow members into entrepreneurship, while Composer and SoFi Coach use artificial intelligence to support investing and broader financial decisions. SoFiUSD, crypto services and business banking could eventually connect payments, deposits and digital assets on one regulated platform. These projects give SoFi several possible growth paths, though not every new product will necessarily become a major business.
SoFi’s bank charter is another meaningful strength. Deposits provide a more direct funding source for lending, while the company’s financial-services, lending and technology operations reduce its reliance on one product. Recent results support the view that the broader strategy is working. SoFi added a record 1.1 million members in the first quarter and continued generating profits. Total products increased 39% to nearly 22.2 million. Those numbers matter mainly because they show the platform is attracting users while becoming more established financially.
The concern is that breadth can make execution harder. SoFi is developing consumer banking, lending, investing, crypto, business services and enterprise technology at the same time. Dave can concentrate on one main customer problem, while SoFi must divide attention and investment across several markets. The platform remains attractive, but investors may need more proof that its newer services can become as important as its core lending and banking products. SoFi’s overall results remain strong, but its size means future progress may be steadier rather than as sharp as Dave’s current growth.
The Case for DAVEDave’s appeal begins with a simple and common problem. Many consumers have enough income to meet their expenses but struggle with the timing of bills and paychecks. ExtraCash offers short-term access to funds for costs such as groceries, rent and fuel. Because the product addresses an urgent need, it can act as an efficient way to bring customers into Dave’s wider financial platform.
Its CashAI underwriting system is a key part of that model. Instead of relying mainly on traditional credit scores, Dave analyzes cash flow information from linked bank accounts. This can help it make faster decisions and adjust to changes in a member’s financial position. The short duration of ExtraCash advances also gives Dave frequent feedback that can be used to improve its models.
Monthly transacting members increased 18% to 2.99 million, and ExtraCash originations climbed 37% to $2.1 billion. The average 28-day past-due rate remained stable at 1.69%, compared with 1.70% a year earlier. This growth in originations, alongside a largely stable past-due rate, offers supporting evidence that the company has expanded without a clear decline in repayment performance.
Dave is trying to turn ExtraCash from a one-time service into the start of a broader customer relationship. Dave Card provides an everyday banking option, while Dave Flex is being tested as an alternative way for members to manage regular purchases. This acquire, engage and deepen strategy is more focused than SoFi’s all-in-one approach. Rather than entering many financial categories at once, Dave is building outward from the reason customers joined in the first place.
The Coastal Community Bank agreement could make that expansion easier. By having Coastal fund ExtraCash originations, Dave expects to reduce the amount of its capital tied to advances and lower funding costs. This could leave more resources for customer acquisition, product development and payment services. Dave remains more dependent than SoFi on one main product and a smaller customer base, but its sharper focus, improving funding structure and clear path into everyday banking make its growth story especially promising.
How Do Estimates Compare for SOFI & DAVE?The Zacks Consensus Estimate for SoFi’s 2026 and 2027 sales implies year-over-year growth of 29.85% and 20.47%, respectively. The consensus mark for 2026 and 2027 EPS suggests a year-over-year increase of 51.28% and 34.75%, respectively. Over the past month, estimates for SOFI’s 2026 and 2027 EPS have remained unchanged.
For SoFi Technologies:
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Dave’s 2026 and 2027 sales calls for year-over-year growth of 28.85% and 18.98%, respectively. The consensus estimates for both 2026 and 2027 EPS have been revised marginally upward over the past 30 days. The figures suggest a year-over-year increase of 26.10% and 26.47%, respectively.
For Dave:
Image Source: Zacks Investment Research
Price Performance and Valuation of SOFI & DAVEOver the past three months, Dave shares have risen 55.5%, while SoFi shares have declined 10.8%. In comparison, the S&P 500 composite has advanced 4.1% in the same time frame.
Image Source: Zacks Investment Research
SOFI is trading at a forward 12-month price-to-sales of 4.20X, which is below its one-year median of 6.86X.
Meanwhile, following the share rally, DAVE is presently trading at a forward 12-month price-to-sales of 7.06X, which is above its one-year median of 4.53X.
Image Source: Zacks Investment Research
ConclusionSoFi has built a broader and more diversified financial platform. Its bank charter, growing membership and expanding product range make it a credible long-term fintech company. However, managing so many initiatives may make its next stage of growth harder to judge. For existing shareholders, it seems prudent to retain SOFI shares.
Dave carries greater concentration risk, but its strategy is easier to follow. ExtraCash solves a clear problem, CashAI supports data-driven decisions, and Dave Card and Dave Flex can deepen member relationships. Combined with its new funding arrangement, the focused expansion gives Dave the stronger investment case.
While SOFI carries a Zacks Rank #3 (Hold), DAVE has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The good news is, Equifax (EFX 4.82%) topped last quarter's revenue and earnings expectations. It's the bad news, however, that's winning the day. As of 12:50 p.m. ET Equifax stock is down 7.1%, mostly in response to guidance for the remainder of the year that fell short of analysts' estimates.
The near future not as bright as the recent past Credit bureau Equifax turned $1.7 billion in revenue into a per-share profit of $2.25 for the three months ending in June, up 11% and 13% year over year, respectively. And, those figures topped analyst expectations for sales of just under $1.7 billion, and earnings of $2.20 per share.
The future, however, isn't looking quite as bright. Equifax is calling for a top line of between $1.68 billion and $1.71 billion for the third fiscal quarter ending in June to translate into earnings of between $2.15 and $2.25 per share, versus consensus estimates for sales of $1.71 billion and a per-share profit of $2.27. This of course means full-year results will also come up relatively short of analysts' average outlooks. The company's now looking for 2026 earnings of between $8.39 and $8.69 per share on revenue of between $6.71 billion and $6.78 billion. But, the analyst community was anticipating a bottom line of $8.60 per share on a top line of $6.76 billion.
Image source: Getty Images.
A shrinking mortgage loan market is the chief concern. Mortgage rates remain elevated at roughly 6.6% for 30-year loans. Although applications had been edging higher since March's multi-month low, according to the Mortgage Bankers Association, even the slight uptick in interest rates in recent weeks is taking a measurable toll on interest in purchasing residential real estate that's already exceedingly expensive.
Not the worst bet at this discounted price The market's knee-jerk response is understandable. With shares already down 35% from last May's peak, however, much -- if not all -- of this headwind may have already been priced in.
Today's Change
(
-4.82
%) $
-8.67
Current Price
$
171.41
Meanwhile, what's arguably not fully reflected in the stock's present price is how well Equifax's acquisition plans and artificial intelligence efforts are paying off; the company also announced on Tuesday it was doubling its AI-driven cost-cutting target to $150 million.
This might put things in perspective: Prior to today, despite its recent (and not-so-recent) weakness, analysts' consensus one-year price target for this ticker was $218.00. That's 30% above Equifax stock's current price. There's not too much in Q2's numbers or guidance for the remainder of the year that's likely to alter this target a great deal.
Just bear in mind this stock's still contending with bearish momentum and rhetoric, which is sure to keep things volatile.
After seeing early productivity gains from its implementation of artificial intelligence and agentic-based solutions across its internal processes, Equifax doubled its forecast of the cost savings it expects to see over the next three years, according to a presentation released Tuesday (July 21) in conjunction with the company’s second-quarter earnings call.
Equifax CEO Mark W. Begor said during the earnings call that the $150 million in run rate spending savings that the global data, analytics and technology company now expects to see from 2026 to 2028 is double the estimate it announced in February.
“The pace of adoption is ramping very quickly and delivering big productivity lifts in every corner of Equifax,” Begor said.
Equifax has implemented AI and agentic-based solutions across product development, technology, operations, and support functions such as human resources, legal and finance. It has seen these solutions drive speed, accuracy, productivity and margin expansion, according to the presentation.
The company has seen conversational AI in call centers improve customer authentication and fulfillment rates, AI-assisted processes decrease back-office dispute handling times, and AI deliver “early but big benefits” in software development, IT operations, cybersecurity and cloud cost optimization, Begor said during the call.
“We are super energized about the pace of our AI adoption inside Equifax, but we know that we are in the very early innings of our rollout,” Begor said. “We are confident there is significantly more opportunity to both grow revenue and reduce costs as AI and agentic capabilities become fully embedded across Equifax.”
Meanwhile, Equifax said in a Tuesday earnings release that its planned acquisition of Círculo de Crédito, which it described as the fastest-growing credit bureau in Mexico, for an enterprise value of $750 million is expected to close in the fourth quarter.
The company announced in a July 7 press release that it plans to acquire Círculo de Crédito, a credit information services company that is a leader in alternative data, such as gig economy transactions and utility and telecommunications payment history. Equifax signed a definitive agreement for the acquisition, which is subject to customary closing conditions and regulatory review and approval.
“This alternative data can responsibly expand access to credit and support a more inclusive economy, critical in a country where nearly 33 million people are engaged in an informal employment, such as unregistered microbusinesses or gig employment,” Begor said during Tuesday’s earnings call.
Equifax announced in a June 30 press release that t it added 39 new global patents during the first half of the year. The patents feature innovations in explainable AI that turn complex data into transparent insights; enhanced identity verification and fraud detection; and multi-system data integration that unifies data from more than 100 siloed data sources. These new additions expanded Equifax’s portfolio of issued or pending patents to more than 750.
“Equifax is accelerating a strategy to utilize AI and agentic capabilities to improve our customers’ ability to utilize Equifax data and advanced technology to improve their decisions by incorporating more data and more effective AI-defined algorithms, using patented capabilities that deliver explainable results to our customers,” Begor said during the call.
For all PYMNTS AI coverage, subscribe to the daily AI Newsletter.
Equifax delivered Q2 revenue in line with estimates but missed EPS, with guidance for Q3 and full-year 2026 below consensus expectations. EFX's margins were pressured by a $100M legal settlement accrual, while free cash flow remained solid at $326M for the last six months. Management aims to double AI-driven cost reductions to $150M over two years, targeting operational efficiency and margin improvement.
Equifax Inc. (EFX) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT
Company Participants
Trevor Burns - Senior Vice President of Corporate Investor Relations
Mark Begor - CEO & Director
John Gamble - Executive VP, CFO & COO
Conference Call Participants
Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division
Toni Kaplan - Morgan Stanley, Research Division
Alexander EM Hess - JPMorgan Chase & Co, Research Division
Shlomo Rosenbaum - Stifel, Nicolaus & Company, Incorporated, Research Division
Manav Patnaik - Barclays Bank PLC, Research Division
Faiza Alwy - Deutsche Bank AG, Research Division
Andrew Nicholas - William Blair & Company L.L.C., Research Division
Ashish Sabadra - RBC Capital Markets, Research Division
Jason Haas - Wells Fargo Securities, LLC, Research Division
Kyle Peterson - Needham & Company, LLC, Research Division
Kevin McVeigh - UBS Investment Bank, Research Division
Surinder Thind - Jefferies LLC, Research Division
Curtis Nagle - BofA Securities, Research Division
Rayna Kumar - Oppenheimer & Co. Inc., Research Division
Kelsey Zhu - Autonomous Research US LP
Scott Wurtzel - Wolfe Research, LLC
Simon Alistair Clinch - Rothschild & Co Redburn, Research Division
Ryan Griffin - BMO Capital Markets Equity Research
Keen Fai Tong - Goldman Sachs Group, Inc., Research Division
Presentation
Operator
Greetings, and welcome to the Equifax Second Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded.
I'd now like to turn the call over to your host, Mr. Trevor Burns, Senior Vice President, Investor Relations. Thank you, sir. Please go ahead.
Trevor Burns
Senior Vice President of Corporate Investor Relations
Thanks, and good morning. Welcome to today's conference call. I'm Trevor Burns. With me today are Mark Begor, Chief Executive Officer; and John Gamble, Chief Financial Officer. Today's call is being recorded. An archive of the recording will be available later today in the IR Calendar section of the News and Events tab at our Investor Relations website. During the call, we will be making reference to certain
Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity. “We are definitely game on. Yes, fully invested. And we have been fully invested on the equity side,“ she said, framing the market’s current rally as earnings-driven rather than valuation-led.
Why Citi’s CIO Says Sitting in Cash Is the Wrong Move Her core argument is that earnings growth is driving the market forward: “Earnings have been powering the equity market higher. It’s not been multiples. In fact, there’s been multiple contractions across every major market, more pronounced in the US and emerging markets areas more tied to the AI and tech side.” Moore noted that a significant amount of cash remains on the sidelines despite asset appreciation, and that pullback windows in spring 2026 lasted only days, forcing portfolio managers to act quickly.
Real GDP growth registered at 2.1% annualized as of the Q4 2025 results, and Core PCE reached 130.08 in May 2026, up 0.3% month over month. Moore added: “While fundamentals remain really strong and the macro environment is really supportive… I think these drawdowns are going to be short… They’re in and fast because nothing has really changed besides a little bit of sentiment.“
“Infinite AI Agents” Are Expanding the Cybersecurity Threat Moore’s second point was that cybersecurity has massive tailwinds that most investors aren’t fully appreciating. “We’re not talking about a single kind of cyber attack or a series of people that could be engaging in it, but almost infinite AI agents across a huge attack surface that could be taking down people’s data, ruining the operational situation for many companies,” she said, arguing security budgets remain too small a share of enterprise tech spend.
Here are some cybersecurity leaders that are likely to benefit:
CrowdStrike’s ARR Reaches $5.5 Billion CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) posted Q1 FY27 revenue of $1.385 billion, up 25.6% YoY, with non-GAAP EPS of $1.10 beating the $1.0675 consensus. Ending ARR reached $5.51 billion, and net new ARR of $255.8 million grew 32% YoY. CEO George Kurtz called it “the Mythos moment.” The stock’s forward valuation is rich at 164x forward earnings.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn't make the cut. Grab the names FREE today.
Palo Alto’s Next-Generation Security ARR Climbs 60% Palo Alto Networks (NASDAQ:PANW) delivered Q3 FY26 revenue of $3.00 billion, up 31.1% YoY, with non-GAAP EPS of $0.85 versus $0.80 expected. Next-Generation Security ARR hit $8.10 billion, growing 60% YoY. CEO Nikesh Arora said, “The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” Shares are up 89.28% year to date through July 20, 2026.
Zscaler’s AI Usage Jumps 91% as Its Stock Falls 33% Zscaler (NASDAQ:ZS) reported Q3 FY26 revenue of $850.48 million, up 25.4% YoY, and non-GAAP EPS of $1.08, extending its EPS beat streak to nine consecutive quarters. CEO Jay Chaudhry pointed to a 91% YoY growth in enterprise AI usage across 3,400+ applications. However, the stock is down 33.39% YTD through July 20.
SentinelOne Says the AI Era Requires “Machine Speed Defense” SentinelOne (NYSE:S) posted Q1 FY27 ARR of $1.16 billion, up 23% YoY, with record net new ARR of $44 million growing 55% YoY. CEO Tomer Weingarten stated, “securing the AI era requires machine speed defense which only truly modern infrastructure can deliver.”
Cloudflare Calls AI Its “Biggest Tailwind” Ever Cloudflare (NYSE:NET) delivered Q1 2026 revenue of $639.75 million, up 33.5% YoY, with current RPO growth of 34%. CEO Matthew Prince said AI is “shaping up to be the biggest tailwind we’ve ever seen in Cloudflare’s history.” Analysts’ average price target sits at $254.36, suggesting analysts see downside with the stock currently trading at $271.43.
What to Watch Next Moore described the behavioral trap facing investors: “Many groups of investors, the individual investors, and anyone who relies on models, have been taught over and over again at increasing speed over the last five and ten years, that the longer you sit on the sidelines, the fewer your opportunities to buy on pullbacks.“ Palo Alto Networks’ NGS ARR grew 60%, while CrowdStrike guided for FY27 revenue of $5.914 billion to $5.959 billion.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn't make the cut. Grab the names FREE today.
The electric vertical takeoff and landing (eVTOL) industry is no longer just a collection of futuristic concepts. Several companies now have aircraft in advanced testing, regulators are actively working toward certification, and commercial launches are beginning to take shape.
Of course, that doesn't mean every eVTOL stock deserves a place in your portfolio. But if I had to choose one today, I'd buy Joby Aviation (JOBY +1.81%) and avoid Archer Aviation (ACHR 0.47%).
Buy: Joby Aviation Joby has consistently stayed ahead of nearly every competitor in the industry. To date, the company has completed more than 50,000 miles of test flights, making it one of the most tested eVTOL developers in the world. It's also steadily progressing through the Federal Aviation Administration's (FAA) certification process, which remains the biggest hurdle before commercial service can begin.
Earlier this year, Joby began flying its first FAA-conforming production aircraft. This is a big deal because it's built to the same standards regulators expect for commercial certification. Joby isn't just building aircraft at this point. It's actively building an operating business.
The company currently has partnerships with Delta Air Lines to launch airport shuttle services in New York and Los Angeles and with Virgin Atlantic to bring similar services to the United Kingdom. It also acquired Uber Elevate several years ago, giving it an established software platform and customer relationships that should help commercial operations.
International expansion is underway, too. Joby has completed demonstration flights in Japan and the United Arab Emirates and expects Dubai to become one of its first commercial markets.
A healthy balance sheet At the end of Q1, 2026, Joby reported approximately $1.1 billion in cash, cash equivalents, and investments. That gives management a lot of flexibility as it works toward commercialization without immediately returning to capital markets.
Yes, it's true that Joby is still losing money. Revenue remains minimal, and profitability is likely several years away. But among publicly traded eVTOL companies, Joby appears to have the strongest combination of technology, certification progress, strategic partnerships, and financial resources.
Today's Change
(
1.81
%) $
0.14
Current Price
$
7.61
Avoid: Archer Aviation Archer has made meaningful progress over the past year, but there are still some pretty serious execution risks. Indeed, the company has generated excitement through high-profile partnerships with United Airlines, Stellantis, and the U.S. military. Its Midnight aircraft continues to advance through flight testing, too.
Those are legitimate strengths, but the problem is that much of Archer's valuation already assumes successful execution. And like Joby, Archer has yet to generate meaningful commercial revenue. Its business still depends on obtaining FAA certification, scaling manufacturing, building charging infrastructure, training pilots, and convincing customers to adopt an entirely new transportation model. That's a long list of things that all have to go right.
Financially, Archer remains well funded, reporting roughly $1.7 billion in cash and cash equivalents. But scaling an aerospace manufacturing business isn't cheap. Production delays, certification setbacks, or slower-than-expected customer adoption could force additional fundraising and dilute existing shareholders.
Today's Change
(
-0.47
%) $
-0.03
Current Price
$
5.29
There's also another concern. Unlike Joby, which intends to operate much of its own air taxi network, Archer relies more heavily on partners to commercialize its aircraft. That model could ultimately work, but it also gives Archer less direct control over customer relationships and long-term operating economics.
The better long-term investment The eVTOL market has enormous potential. Morgan Stanley has estimated the industry could eventually exceed $1 trillion as urban air mobility expands into passenger transportation, cargo delivery, defense, and emergency services.
Image source: Getty Images.
But don't confuse a promising industry with guaranteed winners. Joby appears to have established an early lead where it matters most: certification progress, operational testing, international expansion, and commercial partnerships. It also has one of the strongest balance sheets in the sector, reducing the likelihood of near-term shareholder dilution.
Archer could certainly become a successful company over time. If management executes flawlessly, today's valuation may eventually prove justified. But investing isn't about identifying companies that can succeed. It's about identifying companies with the highest probability of success. Today, Joby checks more of those boxes.
If you're looking for exposure to the growing eVTOL market, I'd buy Joby Aviation and leave Archer Aviation on the watch list until it proves it can turn promising technology into a sustainable business.
WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of PennyMac Financial Services, Inc. (NYSE: PFSI) resulting from allegations that PennyMac may have issued materially misleading business information to the investing public.
SO WHAT: If you purchased PennyMac 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/submit-form/?case_id=51887 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 January 29, 2026, PennyMac filed a Current Report with the Securities and Exchange Commission on Form 8-K announcing PennyMac’s fourth quarter and full-year 2025 financial results. The report stated that PennyMac’s “servicing segment pretax income was $37.3 million, down from $157.4 million in the prior quarter and $87.3 million in the fourth quarter of 2024,” as well as “[retax income excluding valuation-related items was $47.8 million, down 70 percent from the prior quarter driven primarily by increased realization of mortgage servicing rights (MSR) cash flows as lower mortgage rates drove higher prepayment activity.”
On this news, PennyMac’s stock price fell $49.78 per share, or 33.3%, to close at $99.92 per share on January 30, 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 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
Key Takeaways Knight-Swift will report Q2 results on July 22, with EPS estimated to rise 61.9% year over year. Truckload, Logistics and LTL revenues are expected to grow as freight demand and utilization improve. Higher costs, Middle East tensions and supply-chain disruptions may weigh on June-quarter results. Knight-Swift Transportation Holdings Inc. (KNX - Free Report) is scheduled to report second-quarter 2026 results on July 22, after market close.
The Zacks Consensus Estimate for KNX’s second-quarter 2026 earnings has been revised upward by 4.3% over the past 60 days to 49 cents per share. The consensus mark for earnings implies a 61.9% gain from the year-ago actuals. The Zacks Consensus Estimate for KNX's second-quarter 2026 revenues is pegged at $2.01 billion, indicating a 7.95% rise year over year.
Knight-Swift has a discouraging earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate once in the trailing four quarters (met once and missed the mark twice in the remaining quarters), delivering an average miss of 6.69%.
Let’s see how things have shaped up for Knight-Swift this earnings season.
Factors Likely to Have Influenced KNX’s Q2 PerformanceWe expect KNX’s performance in the to-be-reported quarter to have been bolstered by improvement in the freight market demand. Our estimate for Truckload revenues is pegged at $1.25 billion, indicating a 3% rise on a year- over-year basis and for Logistics revenues, we expect an increase of 4% year over year to $133.4 million from the second-quarter 2025 reported figure.
The uptick in asset utilization and profitability as market conditions improve, along with capacity discipline, is expected to have boosted the company’s overall performance in the June-end quarter. Our estimate for Less-Than-Truckload revenues is pegged at $405.3 million, indicating a 4.8% increase from the second-quarter 2025 reported figure.
On the contrary, rising operating expenses, along with ongoing geopolitical tensions in the Middle East and supply-chain disruptions, are likely to have adversely affected KNX’s performance in the June-end quarter.
What Our Model Says About KNXOur proven model predicts an earnings beat for Knight-Swift this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
KNX has an Earnings ESP of +0.66% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Highlights of Q1KNX's first-quarter 2026 adjusted earnings of 9 cents per share matched the Zacks Consensus Estimate but declined 67.9% year over year. The reported figure came below the guided range of 28-32 cents.
Total revenues of $1.85 million almost came in line with the Zacks Consensus Estimate and grew 1.4% year over year. Revenues, excluding Truckload and LTL fuel surcharge, grew 0.3% year over year to $1.63 billion.
Other Stocks to ConsiderHere are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
CSX Corporation (CSX - Free Report) has an Earnings ESP of +0.95% and a Zacks Rank #2 at present. CSX is scheduled to report second-quarter 2026 results on July 22, after market close.
The Zacks Consensus Estimate for the second-quarter 2026 earnings has been revised upward by 6.38% over the past 60 days to 50 cents per share. The Zacks Consensus Estimate for revenues is pegged at $3.82 billion, indicating a 6.90% increase from the second-quarter 2025 actuals.
Schneider National (SNDR - Free Report) has an Earnings ESP of +1.50% and a Zacks Rank #1 at present. SNDR is scheduled to report second-quarter 2026 earnings on July 30.
The Zacks Consensus Estimate for second-quarter 2026 earnings has remained flat at 22 cents over the past 60 days. SNDR’s earnings beat the Zacks Consensus Estimate in one of the preceding four quarters (missing the mark twice and met the mark once in the remaining three quarters). The average miss is 17.97%.
Arm’s run in 2026 has been one of the sharpest re-ratings in large-cap tech. Shares of Arm Holdings (NASDAQ:ARM | ARM Price Prediction) trade at $271.49 as of July 20, 2026, up 144.43% year to date on the back of a data center royalty explosion and the launch of Arm’s first production silicon.
Our 24/7 Wall St. price target for Arm is $301.87, implying 11.19% upside over the next twelve months. The action is buy, with a confidence level of 90%.
24/7 Wall St. Price Target Summary Metric Value Current Price $271.49 24/7 Wall St. Price Target $301.87 Upside 11.19% Recommendation BUY Confidence Level 90% A Volatile Path to a 144% YTD Gain Arm bottomed near $105.78 in January before ripping to a June high of $396.34 and pulling back to today’s level. The stock is off 17.38% over the past week and 36.21% over the past month, sitting 33% below its 52-week high of $452.70.
In Q4 FY2026, Arm posted revenue of $1.49 billion, up 20.06% year over year, with non-GAAP EPS of $0.60 beating the $0.5793 consensus. License revenue jumped 29% and data center royalty revenue more than doubled year over year. Full-year FY2026 revenue reached $4.92 billion, up 22.79%, a third straight year above 20% growth.
Why Bulls See Arm Following Nvidia’s Playbook The bull case rests on more than $2 billion in customer demand for the Arm AGI CPU across FY27 and FY28. Meta is the lead partner on a multi-generation roadmap targeting 3+ billion users.
Google is replacing x86 host processors with custom Arm-based Axion CPUs in next-gen TPUs. NVIDIA announced Vera, its next Arm-based CPU. Microsoft is expanding Cobalt across Azure. Arm claims roughly 50% CPU compute share among top hyperscalers.
Management is tracking toward a $15 billion silicon business forecast against a data center CPU market that could exceed $100 billion by 2030. If the AGI CPU ramp materializes, the bull-case scenario points to $434.24 within twelve months, a 59.95% return.
What Could Go Wrong Valuation is the biggest hurdle. Arm trades at a trailing P/E of 311 and a forward P/E of 122. Non-GAAP operating margin compressed from 52.8% to 49.1% as R&D spending jumped 43% to $1.911 billion. Bulls note this reflects deliberate investment in AGI CPU engineering that should scale as royalties ramp.
The Qualcomm/Nuvia trial expected in Q4 calendar 2026, SoftBank’s controlling stake, and export-control risk all weigh. The bear scenario points to $238.31, a 12.22% drawdown.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn't make the cut. Grab the names FREE today.
How Arm Compares to Nvidia and Broadcom NVIDIA (NASDAQ:NVDA) trades at $202.81 with a YTD gain of just 8.88%, versus Arm’s 144%. Arm trails Nvidia in scale, yet its royalty model captures a slice of every hyperscaler’s custom silicon roadmap, including Nvidia’s own Vera CPU. That relationship makes our target look conservative if Arm’s per-chip take rate expands.
Broadcom (NASDAQ:AVGO) is the sharper comp on custom AI silicon economics. It posted Q2 FY2026 AI semiconductor revenue of $10.8 billion, up 143% YoY, and guided Q3 AI revenue to $16 billion.
Broadcom already runs a hyperscaler custom silicon business at scale, exactly where Arm is heading. Arm’s $271 price implies investors are willing to pay for the same trajectory earlier, making our 11% upside target measured rather than aggressive.
What Would Confirm or Break the Thesis The 24/7 Wall St. price target of $301.87 with 90% confidence backs a buy. The tipping factor is the AGI CPU demand book: $2 billion locked in across FY27-FY28 represents concrete, contracted demand.
The setup looks constructive if Q1 FY27 lands inside guidance and data center royalty growth stays north of 50%. The thesis weakens if operating margins slip below 45% or the Qualcomm/Nuvia trial produces a materially adverse ruling.
Extending the 24/7 Wall St. price target model forward and blending base and bull-case trajectories, here is where Arm could trade if the AGI CPU roadmap executes.
Year 24/7 Wall St. Price Target 2026 $301.87 2027 $335 2028 $360 2029 $378 2030 $395.91 These projections assume Arm executes on the $15 billion silicon business forecast and holds hyperscaler CPU share near 50%. Significant upside is possible if agentic AI CPU demand outpaces the 4x-per-gigawatt baseline, and downside if licensing disputes or export controls disrupt the royalty ramp.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Arm didn't make the cut. Grab the names FREE today.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of AST SpaceMobile, Inc. (“AST” or the “Company”) (NASDAQ: ASTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether AST and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On January 7, 2026, Scotiabank downgraded AST to Sell, citing, among other things, significant competition from SpaceX’s Starlink, slow customer adoption, and delays in launching AST’s satellites.
Following the downgrade, AST’s stock price fell $11.76 per share, or 12.06%, to close at $85.73 per share on January 7, 2026.
Then, on July 15, 2026, AST issued a press release “announc[ing] the pricing of $1.0 billion aggregate principal amount of 1.625% convertible senior notes due 2034”.
On this news, AST’s stock price fell $11.30 per share, or 17.04%, to close at $55.01 per share on July 16, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
With high-profile launches and increased investments, the space economy appears to be entering a growth phase. And although it can be hard to put a value on space operations, Morgan Stanley (MS +1.89%) seems to think the space economy is on its way to a trillion-dollar market by 2040.
Whether the space economy hits that mark over the next 14 years remains to be seen, but there's no doubt it's growing, with runway ahead. For investors looking to hop on the train, three companies poised to benefit are Space Exploration Technologies (SPCX +2.79%) (also known as SpaceX), AST SpaceMobile (ASTS +9.21%), and Lockheed Martin (LMT 0.89%).
Image source: Getty Images.
How Morgan Stanley sees the space economy evolving Looking back a decade, Morgan Stanley divided the space economy into four broad segments, and here's how much revenue they each generated:
SegmentRevenueMarket ShareGround Equipment$113 billion33.33%Consumer TV$98 billion28.91%Government$84 billion24.78%Other$44 billion12.98% Data source: Morgan Stanley.
Ground equipment includes satellite dishes and GPS systems; consumer TV is traditional satellite TV services; and government covers defense spending and other manufacturing.
By 2040, when Morgan Stanley estimates the space industry will be worth $1 trillion, it sees two key categories emerging: internet and consumer broadband. If this plays out, it shows a shift toward connectivity, with the internet and consumer broadband emerging as key segments.
SegmentRevenueMarket ShareInternet$412 billion39.13%Ground Equipment$196 billion18.61%Government$181 billion17.19%Consumer TV$117 billion11.11%Consumer Broadband$95 billion9.02%Other$52 billion4.94% Data source: Morgan Stanley.
1. SpaceX is the marquee space company SpaceX is arguably the most important company in the space economy. To begin, it launches more satellites, cargo, and rockets than any other space company by a wide margin. In fact, it launches more than every other space company combined.
The company is also a pioneer in developing reusable rockets, helping to reduce launch costs and shorten the time between missions. It's a competitive advantage, but developments will also lift the tide and help the broader space industry.
Today's Change
(
2.79
%) $
3.35
Current Price
$
123.20
Rocket launches are a huge part of SpaceX's business, but one of its key moneymakers is Starlink, its satellite internet and connectivity business. If Morgan Stanley's estimates are correct and space internet and broadband become $507 billion industries, SpaceX is in a great position to capture a large share of the market.
SpaceX's stock is extremely expensive right now after its initial public offering, so it's one I'd keep an eye on but be cautious of for the time being.
Image source: The Motley Fool.
2. AST SpaceMobile is aiming to revolutionize your cellular service AST SpaceMobile isn't quite a household name like SpaceX, but it's becoming a key player in advancing satellite broadband services. Right now, it's in its early stages and still releasing its satellite foundation, but AST SpaceMobile aims to become the direct-to-device satellite cellular service. Think: cell towers in space.
Instead of reaching customers directly, AST SpaceMobile will use mobile network operators, such as AT&T and Verizon Communications, for distribution. It's a revenue-sharing agreement that instantly gives AST SpaceMobile access to millions of consumers. Its commercial service is projected to begin in 2027.
Today's Change
(
9.21
%) $
5.29
Current Price
$
62.71
AST SpaceMobile is still an unproven company that's operating at a loss, so there's risk with the stock. However, if you're a believer in the eventual scaling of space-based broadband networks, AST SpaceMobile is a compelling choice. The stock is extremely volatile right now, so there's no need to rush and invest, but it's worth keeping an eye on.
3. Lockheed Martin has a growing space business Lockheed Martin is best known as a defense contractor, but within that is a growing space business. It makes missile warning systems, military satellites, GPS satellites, and other vital hardware. In the first quarter, its Space segment's $3.43 billion in revenue accounted for 19% of its total revenue.
Today's Change
(
-0.89
%) $
-4.55
Current Price
$
504.99
If government space spending is expected to reach $181 billion by 2040, Lockheed Martin is well-positioned to capture a sizable share as one of the government's most reliable defense contractors.
Military defense aside, Lockheed Martin was also the main contractor for NASA's Orion spacecraft, which was responsible for the famous Artemis II Mission that took astronauts farther from Earth than any human had ever gone. That shows Lockheed Martin is more than a weapons builder and could become a go-to partner for NASA going forward.
Lockheed Martin isn't a stock that's likely to experience high growth, but its dividend is routinely at least double the S&P 500 average.
Key Takeaways NU agreed to acquire a Brazilian bank license, strengthening its local operations.Nu Mexico won final bank authorization as it serves 15 million customers and adds about 12,000 daily.NU ended Q1 2026 with 135.2 million customers, while credit rose 40% and deposits climbed 22%. Nu Holdings Ltd. (NU - Free Report) , the company behind the Nubank brand, announced an agreement to acquire Banco Porto Real de Investimentos in Brazil to add a new banking license to its local operations. The deal, which remains subject to approval from Brazil’s Central Bank, will help Nubank meet regulatory requirements governing the use of bank-related names by financial institutions.
For Brazilian customers, the company said that nothing will change, as the app, products, services, brand and name will remain the same. The acquired license joins NU’s existing payment, credit, investment, financing and brokerage licenses without requiring additional capital or liquidity requirements. Brazil remains its core market, with more than 115 million customers and a planned investment of R$45 billion in 2026.
Nubank is also expanding its banking operations in Mexico. This month, Nu Mexico received final authorization to operate as a bank and must complete the transition within 30 days. It serves 15 million customers, adds about 12,000 customers daily and plans to invest $4.2 billion in the country through 2030.
The timing is backed by strong operating results. NU ended first-quarter 2026 with 135.2 million customers and generated $5.32 billion in managerial revenues. Its credit portfolio rose 40% year over year to $37.2 billion, while deposits increased 22% to $42.4 billion.
Still, investors should view the Brazil move mainly as a regulatory and strategic step rather than an overnight earnings trigger. The larger opportunity lies in deeper product adoption across Brazil’s addressable pool, which exceeds $100 billion in annual gross profit. NU estimates its share of that pool at roughly 7%, leaving room to expand lending, deposits, investments and services.
How Are SOFI & XYZ Faring?SoFi Technologies (SOFI - Free Report) is expanding beyond consumer lending by adding small-business loans, home-equity products, AI financial tools, enterprise banking and blockchain-based services. SOFI's partnerships are also bringing more funding onto its loan platform, reducing reliance on balance-sheet lending. Three agreements announced in March 2026 covered more than $3.6 billion in personal loans.
Block (XYZ - Free Report) is widening its reach through Cash App, Square, Afterpay and bitcoin products, linking consumer payments with merchant services and credit. Its tools include installment plans for peer-to-peer transfers, contactless payments and restaurant technology. Across Cash App Borrow, Afterpay and Square Loans, XYZ has provided customers with access to more than $200 billion.
NU’s Price Performance, Valuation, and EstimatesShares of NU have declined 5.1% in the past three months, underperforming the broader industry and the S&P 500 Index.
Image Source: Zacks Investment Research
From a valuation standpoint, NU trades at a forward price-to-earnings ratio of 13.87X, well above the industry’s 11.19X. It carries a Value Score of C.
Image Source: Zacks Investment Research
NU’s estimates have declined a cent over the past two months. The Zacks Consensus Estimate for full-year 2026 EPS is pegged at 83 cents.
Image Source: Zacks Investment Research
NU stock currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways Domino's sees aggregators and carryout as key growth levers, with meaningful order incrementality.DPZ uses premium aggregator pricing and better fulfillment timing to support franchisee economics.Domino's scale, store density and supply chain help it compete despite weak near-term momentum. Domino’s Pizza, Inc. (DPZ - Free Report) is entering a phase in which pizza demand is less about one ordering channel and more about capturing occasions across delivery, carryout, loyalty and aggregators.
The company’s second-quarter fiscal 2026 results showed that order growth remains central to the story, even as ticket pressure, promotions and cautious consumer spending complicate the near-term setup.
DPZ's Aggregators Are Changing the PlaybookDomino’s continued to expand on Uber and DoorDash and believes it is now the leading pizza player on both platforms. Management still sees room to grow because the brand remains below what it views as its fair share of the broader aggregator marketplace.
The economics matter. Management continues to point to roughly 50% incrementality from aggregator orders, while premium pricing on those platforms is intended to keep franchisee profitability broadly neutral across channels.
Domino’s Carryout White Space Stands OutCarryout remains one of Domino’s clearer long-term growth levers. Management has said that when a new store opens, about 80% of the carryout business is incremental, rather than shifted from an existing location.
That supports the case for more U.S. development over time. Domino’s ended the fiscal second quarter with 7,231 U.S. stores and added 26 net U.S. stores in the period, while its carryout share of about 20% leaves room for further penetration.
DPZ's Technology Supports Better FulfillmentDomino’s orchestration agent is designed to connect third-party ordering and the company’s own operating platform more effectively. The goal is to align food preparation with driver availability and customer pickup timing.
That coordination matters in pizza. A pie made too early can sit before handoff, hurting temperature and the delivery experience. Better timing can protect product quality while supporting aggregator, delivery and carryout growth.
Domino’s Scale Is a Strategic EdgeDomino’s scale gives it tools that smaller operators often lack. Management points to lower market-basket costs for franchisees, a large advertising budget and supply-chain infrastructure as advantages in a promotional restaurant market.
That edge may matter more when pricing flexibility is limited. Papa John's International, Inc. (PZZA - Free Report) , which currently carries a Zacks Rank #5 (Strong Sell), is part of the same pizza-demand discussion, as investors assess which brands can balance value messaging with franchisee economics.
Yum! Brands, Inc. (YUM - Free Report) , which carries a Zacks Rank #3 (Hold) at present, gives investors another large franchised restaurant model to compare against Domino’s through Pizza Hut. The contrast highlights why digital execution, store density and supply-chain support remain central in pizza competition.
How DPZ's Ratings Capture the CrosscurrentsThe bottom line is that Domino’s long-term growth story still has several visible supports, including aggregators, carryout, loyalty, technology and scale. The near term is less clean, with second-quarter U.S. same-store sales up only 0.1% and ticket pressure offsetting meaningful order-count growth.
DPZ currently carries a Zacks Rank #4 (Sell). That rank reflects pressure in the estimate picture, including a decline in fiscal 2026 earnings estimates over the past 30 days.
The Style Scores show the split. Domino’s has a Growth Score of A, underscoring favorable longer-term growth characteristics, while its Momentum Score of F signals weak price and earnings momentum. For investors, that combination points to a business with structural strengths, but a stock that still needs cleaner execution and estimate support before sentiment improves.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways Applied Optoelectronics posted 154% year-over-year data center revenue growth in first-quarter 2026. AAOI is expanding Texas manufacturing to boost 800G and 1.6T optical transceiver production. AAOI expects second-quarter 2026 revenues of $180M-$198M amid rising AI infrastructure demand. Applied Optoelectronics (AAOI - Free Report) is benefiting from a significant surge in demand for optical networking products, particularly driven by the rapid expansion of AI infrastructure and hyperscale data centers. In the first quarter of 2026, both the data center and CATV (cable TV) businesses experienced strong momentum, with data center revenues up 154% year over year. This growth is being fueled by hyperscale customers ramping up investments in next-generation infrastructure, which requires high-speed optical transceivers such as AOI’s 400G, 800G and 1.6T products.
The company is aggressively expanding its manufacturing footprint, especially in Texas. The company’s U.S. facilities are expected to produce over 650,000 units of 800G and 1.6T products per month by the end of 2026, with further expansion to over 930,000 units monthly by the end of 2027.
Building on this momentum, in July 2026, Applied Optoelectronics began the construction of two facilities in Pearland, TX, adding nearly 400,000 square feet of manufacturing capacity. The expansion will increase production of 800G and 1.6T optical transceivers used in AI data centers.
The expansion supports rising demand for high-speed optical connectivity and strengthens AOI's ability to serve hyperscale cloud customers. The company expects the new facilities to enhance manufacturing scale, create high-quality jobs, and reinforce its position as a key supplier of advanced optical networking products for AI and cloud infrastructure markets.
AAOI’s robust demand for its next-generation data center products, particularly driven by the rapid expansion of AI infrastructure and the company’s ongoing investments in manufacturing capacity, is expected to benefit the company’s top-line growth. For the second quarter of 2026, the company expects revenues in the range of $180 million to $198 million, implying continued sequential growth.
AAOI Faces Stiff CompetitionApplied Optoelectronics is facing stiff competition from Lumentum (LITE - Free Report) and Coherent (COHR - Free Report) in the optical networking market. Coherent and Lumentum’s partnerships with NVIDIA pose a significant threat to AAOI.
During the third quarter of fiscal 2026, Coherent announced a strategic partnership with NVIDIA focused on advanced optical networking and CPO technologies for AI data centers. The agreement includes a $2 billion equity investment from NVIDIA and a multi-year supply agreement extending through the end of the decade.
In March 2026, Lumentum entered into a multi-year strategic agreement with NVIDIA to accelerate the development of advanced optical technologies for next-generation AI infrastructure. The partnership includes a multibillion-dollar purchase commitment and a $2 billion NVIDIA investment to expand Lumentum’s U.S. manufacturing capacity and R&D capabilities.
AAOI’s Share Price Performance, Valuation, and EstimatesApplied Optoelectronics shares have skyrocketed 195.5% in the year-to-date period, outperforming the Zacks Computer & Technology sector’s rise of 11.8% and the Zacks Electronics - Semiconductors increase of 27.4%.
AAOI Stock’s Performance
Image Source: Zacks Investment Research
Applied Optoelectronics shares are currently overvalued, as suggested by its Value Score of F. AAOI stock is trading at a premium with a trailing 12-month Price/Sales of 15.44X compared with the Electronics - Semiconductors industry’s 14.37X.
AAOI’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at 80 cents per share, which has been unchanged over the past 30 days. This suggests 407.69% year-over-year growth.
AAOI’s Zacks RankApplied Optoelectronics currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tempus AI shares erased early losses and recovered after an initial selloff tied to the company’s acquisition of Personalis.
Tempus AI Targets $20 Billion MRD MarketThe acquisition, valued at $1.5 billion, is set to expand Tempus’ reach in the MRD market. Tempus claims it presents a $20 billion opportunity.
William Blair has a favorable view of the strategic fit and expects Personalis’ growth and profitability trajectory to be meaningfully different inside of Tempus than it would have been as a standalone company.
William Blair Sees Long-Term Growth But Flags Profitability QuestionsThe acquisition multiple is high at ~14 times 2027 consensus sales, though analyst Matt Larew wrote that the consensus likely understates Personalis’ 2027 revenue outlook given recent MolDX approvals and Tempus’ ability to further leverage its commercial infrastructure.
The other pressure point will be profitability given Personalis’ clear loss-making position (consensus adjusted EBITDA of -$90 million for 2027) and Tempus’s commitment to be EBITDA and FCF positive in 2027.
Management argued that the timing of the acquisition is coincident with Personalis reaching an inflection point, with several years of commercial and reimbursement investment likely to yield enhanced ASPs and margins moving forward.
William Blair rates Tempus AI shares Market Perform. For multiple expansion to materialize, analyst Larew expects investors will want to see additional positive proof points on recent M&A contributing to numbers and more clarity on the growth profile and durability of the data business.
BNP Paribas Says Deal Could Increase Pressure On NateraAnalyst Navann Ty wrote that Natera maintains a defensible, leadership position in the space, with a solid pipeline of ongoing clinical trials.
BNP Paribas maintains Neutral on Natera as the company continues to progress towards catalysts but views the current valuation as fair.
TEM Stock Price Activity: Tempus AI shares were up 1.96% at $49.36 at the time of publication on Tuesday, according to Benzinga Pro data.
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Few names have captured the 2026 AI-power thesis like Bloom Energy (NYSE:BE). The stock is up triple digits year to date, but a July short seller report and sharp pullback have investors asking whether the easy money is behind them.
The 24/7 Wall St. Price Target For Bloom Energy Bloom Energy trades at $214.96 as of the July 17 close. Our 24/7 Wall St. price target is $192.91, implying roughly 10.3% downside over the next 12 months. Our recommendation is hold, with model confidence of high (90%).
Metric Value Current Price $214.96 24/7 Wall St. Price Target $192.91 Upside/Downside -10.26% Recommendation HOLD Confidence Level 90% Why We Could Be Wrong Our price target sits below current levels. Real upside could come from formal expansion of the Oracle 2.8 GW capacity agreement or accelerated draws on the $5B Brookfield AI infrastructure partnership. A detailed bull case follows below.
From $24 To $351 And Back To $215 Bloom is up 147.39% year to date and 784.25% over the past year. Shares peaked at $351.28 before slipping 24.57% over the past month, triggered by a short seller report on July 8, 2026 alleging misleading disclosures on supply chain and production capacity.
Fundamentals remain strong. Q1 2026 revenue hit $751.05 million, growing 130.4% year over year and beating consensus by 39.08%. Non-GAAP EPS came in at $0.44 against a $0.13 estimate. Management raised FY2026 revenue guidance to $3.40B to $3.80B, implying roughly 80% growth at the midpoint.
The Case For $290+ The bull thesis: Bloom is becoming the default on-site power vendor for AI hyperscalers. Total backlog sits at roughly $20 billion, including a $6 billion product backlog that grew 2.5x year over year. CEO KR Sridhar told investors, “Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing.”
Goldman Sachs’ 2026 outlook noted growing demand for energy solutions as US grid assets average 40 years old. The bull case scenario tags Bloom at $289.66, roughly 35% above current levels and in line with Street consensus.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bloom Energy didn't make the cut. Grab the names FREE today.
What Could Go Wrong Valuation is a concern. Bloom trades at 24.97x price-to-sales and Q1 saw $373.30 million of product revenue flow through related-party sales to Brookfield JVs. Customer concentration risk is real. The short seller allegations and Rosen Law investigation add overhang. Our bear case models $141.62, or 34% downside.
How Bloom Stacks Up Against GE Vernova And Constellation Energy GE Vernova (NYSE:GEV | GEV Price Prediction) is the closest peer on the equipment side. GEV is up 62.15% YTD at $1,069.69, roughly half of Bloom’s YTD run. GEV’s diversification across gas turbines, wind, and grid explains the tamer multiple. Bloom’s outperformance suggests the market is paying a scarcity premium for on-site fuel cell exposure, leaving less margin for execution error.
Constellation Energy (NASDAQ:CEG) is the utility-side comp, with a $89.9B market cap and FY2026 adjusted EPS guidance of $11 to $12. That is a low-20s forward multiple against Bloom’s 96x. Bloom’s growth rate is higher, but the delta shows how much AI-power optimism is embedded in BE. The peer set makes our price target look reasonable.
Bloom Energy Price Prediction 2026-2030 Our $192.91 price target and hold rating reflect a stock that has earned its rerating but priced in substantial good news. Bullish catalysts to watch include Bloom converting the Oracle warrant into a locked-in multi-gigawatt contract or short seller claims being decisively refuted. Bearish signals would include a further rise in related-party revenue mix or trimmed AI capex forecasts.
Year 24/7 Wall St. Price Target 2026 $210 2027 $193 2028 $205 2029 $215 2030 $193 These projections assume Bloom delivers on its factory capacity doubling to 2 GW by end of 2026 and steady margin expansion. Significant upside could come from additional hyperscaler contracts, while a tax credit rollback or AI capex pause would take the model lower.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bloom Energy didn't make the cut. Grab the names FREE today.
John Wilson Boynton IV, Chairman of the Board of Directors at Nebius Group N.V. (NBIS +15.23%), sold 6,958 Class A Shares on July 15, 2026 according to the SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)6,958Transaction value~$1.4 millionPost-transaction shares (directly held)~421,000Post-transaction value$84.02 millionTransaction value based on SEC Form 4 weighted average sale price ($197.00); post-transaction value based on July 15, 2026 market close ($199.51).
Key questionsHow significant was this liquidation relative to the director's total position?
The sale of 6,958 shares represented 2% of Boynton's equity stake, leaving him with ~421,000 Class A Shares held directly.What were the execution details of the transaction?
The shares were sold at a weighted average price of $197.00, though individual trade prices ranged from $187.74 to $202.59 during the July 15 session.What is the company's current scale and operational focus?
Based in Amsterdam, the firm operates in the Communication Services sector with a market capitalization of $41.2 billion and a workforce of 1,543 employees focused on AI cloud infrastructure.How does the director's residual stake compare to the broader insider base?
Following the transaction, Boynton maintains a direct position valued at $84.02 million, contributing to a total insider ownership level of 0.18% as of the July 17, 2026 filing.Company OverviewMetricValueShare Price (as of market close 2026-07-16)$171.77Market Capitalization$41.2 billionRevenue (TTM)$877.9 millionNet Income (TTM)$836.4 millionCompany SnapshotNebius Group develops and operates a comprehensive AI-focused cloud infrastructure platform designed to serve the global artificial intelligence industry, featuring GPU computing clusters, cloud services, and developer tools.The company generates revenue through its Nebius cloud platform by providing essential infrastructure services to enterprises and developers requiring high-performance computing resources for AI workloads and applications.Nebius targets technology companies, enterprises, and developers globally who require scalable GPU computing and cloud infrastructure to support artificial intelligence development and deployment initiatives.Nebius Group N.V. is a technology infrastructure provider specializing in AI-centric cloud computing solutions with a market capitalization of $41.2 billion as of July 2026. The company has demonstrated exceptional growth momentum, with a one-year share price appreciation of 272.71%, reflecting strong investor demand for AI infrastructure providers.
With 1,543 employees and headquarters in Amsterdam, Nebius maintains a focused operational structure while scaling its GPU computing and cloud service offerings to meet accelerating global demand for AI infrastructure.
What this transaction means for investorsThe July 15 sale of Nebius Group stock by the company’s Chairman of the Board, John Boynton IV, occurred after shares soared nearly 300% over the past 12 months, although well after dropping from a 52-week high of $299.86 on June 22. The disposition represented just 2% of his holdings, which suggests he wanted to lock in some of his gains, but is holding on to over 400,000 shares in a sign he has a bullish outlook towards the stock.
Nebius shares are up because of its success as a neocloud, which is a cloud computing provider that specializes in data center infrastructure optimized for AI. Its first-quarter revenue rose an impressive 684% year over year to $399 million. It also disclosed a $2 billion investment from Nvidia, which demonstrates the AI semiconductor chip leader’s high conviction in Nebius’ infrastructure approach.
Unlike other neocloud rivals, Nebius is focused on carefully managing the financial impact of its data center expansion, as costs can quickly spiral out of control. It seeks prepayments from customers in order to reduce the capital needed from equity and debt financing, which has encouraged Wall Street to invest in the stock.
Key Takeaways Rigetti ended the first quarter with nearly $569 million in liquidity and no debt.Investments target Fab-1 expansion, refrigeration capacity and chiplet-based architecture.Rigetti plans to invest up to $100 million in the U.K. while pursuing quantum advantage. Rigetti Computing’s (RGTI - Free Report) first-quarter 2026 results highlighted that one of the company’s greatest strengths goes well beyond its quantum technology. It ended the quarter with nearly $569 million in cash, cash equivalents and available-for-sale investments, while remaining debt-free. This robust liquidity gives Rigetti the financial capacity to execute its multi-year technology roadmap without relying on frequent capital raises, a notable advantage in an industry where many emerging quantum players continue to face funding constraints.
The company intends to keep investing aggressively throughout 2026, with spending directed toward expanding Fab-1 manufacturing capabilities, increasing dilution refrigeration capacity and advancing its chiplet-based quantum architecture. While these investments may weigh on near-term profitability, they are designed to strengthen Rigetti’s technology leadership and support the development of larger, higher-performance quantum systems.
Management also emphasized that its primary objective remains long-term value creation rather than meeting short-term financial milestones. The company continues to focus on improving gate fidelity, scaling modular quantum computing systems and reaching quantum advantage over the next three years. Backed by disciplined capital allocation and a healthy balance sheet, Rigetti believes it has the resources needed to pursue these goals.
Beyond its U.S. operations, Rigetti plans to invest up to $100 million in the United Kingdom to expand its international presence while continuing to build strategic partnerships that support its technology roadmap. Although quarterly revenues are expected to fluctuate due to the timing of quantum system deliveries, the company’s strong financial foundation provides the flexibility to execute its long-term strategy and benefit from the growing commercial adoption of quantum computing.
Peers UpdatesQuantum Computing Inc. (QUBT - Free Report) or QCi announced the completion of acquiring NHanced Semiconductors, Inc. for a combination of cash and QCi stock valued at $73.1 million, subject to customary adjustments, and up to an additional $72.0 million if certain performance targets are achieved. The acquisition marks an important step in QCi’s transition from research-driven innovation and prototyping to scalable commercial production.
D-Wave Quantum (QBTS - Free Report) is expanding beyond annealing into gate-model quantum computing following its Quantum Circuits acquisition. The company targets roughly 175 physical qubits by the end of 2028, 10 logical qubits by 2030 and 100 logical qubits by 2032. However, delays in foundry capacity, chip integration or customer adoption could postpone commercialization and keep revenue growth uneven.
Rigetti’s Price Performance, Valuation and EstimatesShares of RGTI have lost 35.7% in the year-to-date period compared with the industry’s decline of 6.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, Rigetti trades at a price-to-book ratio of 8.12, above the industry average. RGTI carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 71.9% improvement from the year-ago period.
Image Source: Zacks Investment Research
The company currently has a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Nebius Group‘s (NASDAQ:NBIS | NBIS Price Prediction) stock is catapulting 16% higher Tuesday to $212 after NVIDIA (NASDAQ:NVDA) disclosed a 9.3% beneficial ownership stake in the AI cloud specialist. The move extends Nebius stock’s run to 155% year to date (YTD), a pace that has Wall Street debating whether the valuation has outrun the fundamentals.
CoreWeave (NASDAQ:CRWV) stock is following Nebius higher, up 8% to $79 versus a milder 10% YTD gain. Meanwhile, Oracle (NYSE:ORCL) stock is climbing 5% to $127, though Oracle shares remain down 35% YTD even after today’s bounce.
NVIDIA’s Stake Filing Ignites the Rally NVIDIA disclosed in a Schedule 13G filing that it beneficially owns 22,256,412 Class A shares of Nebius stock, or 9.3% of the class. Most of that stake comes from a pre-funded warrant tied to a $2 billion private placement Nebius completed in March, with the rest held outright.
Contractual restrictions bar NVIDIA from exercising the warrant or selling the underlying shares before September 11, and NVIDIA’s use of a 13G rather than a 13D signals it isn’t seeking control of Nebius. Nebius stock’s trailing 12-month (TTM) P/E ratio of 82.36x, along with a roughly $46 billion market value, shows just how much the company’s assumed growth is already priced in.
CoreWeave Catches a Sympathy Bid CoreWeave stock doesn’t have an obvious company-specific catalyst behind today’s 8% pop to $79. The move looks more like a sympathy trade off Nebius’s headline news, layered on top of the NASDAQ 100’s 1.9% advance today. That leaves CoreWeave stock’s 10% YTD gain lagging Nebius stock’s 155% climb by a wide margin, especially since CoreWeave carries no TTM P/E ratio while it remains unprofitable on a trailing twelve-month basis.
Traders adding CoreWeave stock here are largely betting on momentum continuing rather than on any fresh, company-specific data point. That makes CoreWeave’s move today more fragile than Nebius stock’s catalyst-driven surge, even though both stocks are moving in the same direction.
SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now.
Oracle’s Bulls and Bears Square Off Mizuho reiterated its Outperform rating and kept a $320 price target on Oracle stock, implying 164% upside from Monday’s close. The brokerage noted Oracle stock trades at just 14x projected 2027 non-GAAP earnings, a discount to peers, while Oracle stock’s TTM P/E ratio of 21.74x looks comparatively reasonable next to Nebius stock’s 82.36x multiple.
On the other hand, Oracle’s credit market signals point to rising unease. The cost of five-year credit default swaps on Oracle’s debt climbed to 2.03 percentage points this week, the highest level since records began in 2008. S&P Global Ratings recently cut Oracle to BBB-, just one notch above junk status, and Moody’s Ratings holds Oracle at Baa2 with a negative outlook.
A Diversified Play, and the Next Catalysts to Watch For investors who don’t want to pick a single winner among Nebius, CoreWeave, and Oracle stock, they may choose to get exposure via a cloud-focused ETF. In that vein, the First Trust Cloud Computing ETF (NASDAQ:SKYY) offers diversified exposure to the AI cloud theme. The ETF isn’t immune to sector risk, though, since its holdings stay concentrated in cloud and data-infrastructure names rather than spread across unrelated industries.
Nebius stock appears to be the most speculative of the trio given its rich multiple and reliance on NVIDIA’s stamp of approval, while CoreWeave’s sympathy rally could prove fragile without a catalyst of its own. Oracle stock’s comparatively modest TTM P/E ratio of 21.74x may make it the best value of the three, provided the widening credit spreads don’t point to deeper trouble ahead.
Considering how differently these three stocks are priced for risk, investors might choose to keep their position sizes modest across the group, especially in the richer-multiple names. Investors can watch for whether Oracle’s September 9 earnings report shows capacity monetization catching up with the AI-spending worries pressuring Oracle’s bonds, and whether Nebius stock holds above $210 throughout the week.
Want Up To $1,000? SoFi Is Giving New Active Invest Users Free StockLooking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion—open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts.
From $0 commission trading to fractional shares and automated investing, this app is designed to simplify investing for everyone, whether you’re just starting or already experienced. Its easy to sign up and secure your bonus.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering eToro Group Ltd. (ETOR - Free Report) , which belongs to the Zacks Insurance - Brokerage industry.
When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 24.62%, on average, in the last two quarters.
For the most recent quarter, eToro Group Ltd. was expected to post earnings of $0.65 per share, but it reported $0.91 per share instead, representing a surprise of 40.00%. For the previous quarter, the consensus estimate was $0.65 per share, while it actually produced $0.71 per share, a surprise of 9.23%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for eToro Group Ltd.. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
eToro Group Ltd. has an Earnings ESP of +1.44% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 11, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ToplineNintendo argued consumers “received exactly what they bargained and paid for” after raising the price for its Switch 2 console, asking a court to dismiss a class-action lawsuit claiming the video game giant should issue tariff rebates, as only a handful of companies have said they would issue refunds.
The video game giant previously blamed “market conditions” for price hikes.
Copyright 2025 The Associated Press. All rights reserved
Key FactsNintendo, in a motion filed late Monday, argued consumers who sued the firm to receive tariff refunds are “not entitled” to a rebate and claimed the money they paid for Nintendo products “represents the purchase price of the goods they wanted and received.”
Consumers filed a class-action lawsuit against Nintendo in April, claiming the company—which sued the Trump administration to recoup tariff payments—raised its prices because of the tariffs and would later receive refunds for those levies, effectively allowing the company to collect the costs twice.
Nintendo’s attorneys criticized the lawsuit’s argument as “meritless,” arguing consumers failed to dispute Nintendo’s price adjustments as unlawful or that the company misled customers.
In its motion, Nintendo said it made the “difficult decision” to raise prices for some of its products “in response to market conditions,” which the firm said included tariffs as well as the cost of memory, labor and shipping.
Shares of Nintendo dropped 4% in Tokyo-based trading on Tuesday.
crucial quote“Nintendo or one of its retailers set a price for each product, and consumers decided whether that price was worth paying,” Nintendo’s attorneys wrote. “Those who bought Nintendo’s products received exactly what they bargained and paid for: a console, game and/or accessory at a price to which both parties agreed.”
what companies will issue tariff refunds?Only a few have publicly stated they would pass on tariff refunds to consumers: Costco CEO Ron Vachris said in March the company would turn tariff refunds into “lower prices and better values.” FedEx said it would issue refunds to shippers and consumers who originally paid the tariff charges. UPS similarly said it would reimburse customers for tariff-related charges.
tangentFord, which has said it would not pass on tariff refunds, faces a proposed class-action lawsuit in Michigan from consumers who claim they should receive reimbursement. Ford previously said it expected a one-time $1.3 billion refund.
key backgroundNintendo announced a price hike for its then-upcoming Switch 2 console one day after President Donald Trump announced sweeping tariffs against more than 180 countries last year. The video game firm launched global price hikes again earlier this year, citing “market conditions,” following similar moves by Sony and Microsoft amid a broader chip supply crunch. The Trump administration has said it would refund $166 billion to some 300,000 different importers after the Supreme Court ruled Trump’s levies were unlawful, leading the way for many firms, like Nintendo, to sue for reimbursement. Some economists have warned that tariff rebates would only benefit U.S. importers. Among those making that argument is UBS chief economist Paul Donovan, who wrote earlier this year it “seems unlikely anyone will rush to lower prices to their consumers.”
further readingForbesNintendo’s Switch 2 Gets A $50 Price Hike—Company Blames ‘Market Conditions’By Siladitya RayForbesNintendo Surprises With Switch 2 Price Hike—As Trump Imposes Tariffs On China And VietnamBy Conor Murray
ForbesTariff Refunds Start Today—But Average Consumers Won’t BenefitBy Ty Roush
