Coinbase is temporarily shutting off LCX deposits and withdrawals for a three-day window starting July 27 to facilitate a token migration. Existing balances will automatically convert to the new LCX token at a 1:1 ratio, meaning holders on the platform don’t need to lift a finger.
The migration window runs through July 29, 2026, and Coinbase has confirmed no transaction fees will apply during the swap. For a token trading at roughly $0.0207, even small friction costs would matter to holders, so the fee waiver is a practical move.
Why LCX is migrating in the first place LCX, the Liechtenstein-based crypto exchange and tokenization platform, is updating its token infrastructure to comply with the European Union’s Markets in Crypto-Assets Regulation, better known as MiCA.
Advertisement
MiCA went into effect on July 1, 2026. Coinbase isn’t the first major exchange to back the migration either. Kraken announced its support back on March 13, 2026, giving LCX two of the largest Western exchanges endorsing the transition.
LCX’s bigger picture: MasterDEX and LCX Liberty On July 15, 2026, just days before the migration announcement, LCX completed its acquisition of MasterDEX, a multi-chain decentralized finance platform. The acquisition is designed to power LCX Liberty, the company’s new American DeFi product line.
What this means for LCX holders on Coinbase The practical impact for most holders is minimal. If you have LCX tokens sitting on Coinbase, the conversion happens automatically. You don’t need to approve anything, move tokens to a different wallet, or interact with a smart contract. Your balance stays the same, just denominated in the new token.
The key thing to watch is the three-day pause on deposits and withdrawals. If you’re planning to move LCX on or off Coinbase between July 27 and July 29, you’ll need to adjust your timing.
Coinbase stock was trading at $179.25 as of July 21, 2026.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Odvětví testovacích zařízení pro elektroniku těží z rozmachu AI infrastruktury, který zvyšuje poptávku po vybavení pro výrobu a ověřování čipů. AMETEK a Fortive z toho profitují.
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.
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
Eaton těží z boomu datových center: objednávky vzrostly asi o 240 % meziročně a backlog odpovídá zhruba 11 letům výstavby. Boeing má kolem 54 miliard USD dluhu a 777X se zpozdil až do roku 2027.
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.
Eaton oznámil, že tržby z datových center v divizi Electrical Americas ve 1. čtvrtletí 2026 vzrostly meziročně přibližně o 50 %. Firma zároveň zvýšila výhled organického růstu pro rok 2026 na 9–11 %.
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.
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
Twenty One Capital jmenovala Raphaela Zaguryho novým CEO místo Jacka Mallerse, který se vrací k plnému vedení Strike. Firma zároveň odstoupila od plánu na sloučení se Strike a Elektron Energy.
Tether International announced on Tuesday that Twenty One Capital has appointed Raphael Zagury as its chief executive, succeeding Jack Mallers, who is leaving the role to focus on Strike, the Bitcoin payments company he founded.
The companies said the transition will be managed through an orderly transfer of responsibilities and confirmed they are no longer proceeding with plans unveiled in April to combine Twenty One Capital, Strike and Elektron Energy. Strike will continue as an independent company.
The abandoned proposal would have created a single Bitcoin-focused company with exposure to mining, payments and capital markets. Mallers had been expected to remain CEO of the combined business, while Zagury was slated to become president.
Advertisement
The transaction was also expected to increase Twenty One Capital’s Bitcoin holdings by incorporating Strike’s Bitcoin treasury but those plans have now been shelved.
The leadership change comes after Mallers oversaw the creation and public listing of Twenty One Capital, helping establish the firm as one of the world’s largest corporate Bitcoin holders. Twenty One Capital currently holds 43,514 Bitcoin worth approximately $2.9 billion.
“I’m grateful to everyone at XXI and everyone who believed in what we built,” Mallers stated. “Serving Bitcoiners has always been the mission, and that doesn’t change. Strike is where I carry it forward.”
“On behalf of the Board of Directors, I would like to thank Jack for his vision and leadership in founding Twenty One Capital, and for guiding the company through its business combination and successful listing on the New York Stock Exchange in December 2025,” Tether CEO Paolo Ardoino stated. “He took conviction in Bitcoin and turned it into a public company, and we’re grateful for that.”
The company said it will now build on that foundation by expanding into Bitcoin-focused financial services, lending, capital markets products and educational programs, with further details on its strategic direction expected in the coming months.
Zagury, who currently heads the team managing Elektron Energy, has served on Twenty One Capital’s board and will remain a director after assuming the CEO role. His background includes senior positions at Goldman Sachs, Deutsche Bank and Merrill Lynch, as well as leadership roles at fintech lender OpenCo and investment bank One Partners.
“Now that we embark on the next chapter, Rapha is one of the best operators in this industry, with a track record of building businesses with strong cash flows and disciplined execution. He brings exactly the operating standards XXI needs as it enters its next phase of growth,” Ardoino added.
Zagury said his focus will be on applying institutional standards of governance, operational rigor and disciplined capital allocation to maximize the value of the company’s Bitcoin-backed balance sheet.
“Twenty One holds one of the largest Bitcoin balance sheets in the public markets,” Zagury commented on the move. “My job is to build the operating company around it, with the discipline, governance, and executional rigor of an institution. I believe our business will perform best when we also focus on the cash flow we generate and the rigor with which we allocate capital, not only by the Bitcoin we hold.”
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
NU získala v Brazílii dohodu o koupi bankovní licence a Nu Mexico dostalo konečné povolení k činnosti jako banka. Firma má 135,2 milionu zákazníků, úvěrové portfolio jí meziročně vzrostlo o 40 % na 37,2 miliardy USD a vklady o 22 % na 42,4 miliardy USD.
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.
Společnost Domino’s vidí růst hlavně v agregátorech a carryoutu; objednávky z agregátorů jsou podle vedení zhruba z 50 % inkrementální. Ve 2Q fiskálního roku 2026 byly srovnatelné tržby v USA o 0,1 % vyšší, ale počet objednávek rostl.
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.
Společnost Applied Optoelectronics v 1. čtvrtletí 2026 zvýšila tržby datového centra meziročně o 154 % díky poptávce po AI infrastruktuře. Ve 2. čtvrtletí očekává tržby 180 až 198 milionů USD.
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.
Rigetti ukončila 1. čtvrtletí s téměř 569 miliony USD v hotovosti, ekvivalentech hotovosti a dostupných cenných papírech k prodeji a bez dluhu. Peníze chce investovat do rozšíření Fab-1, chladicí kapacity a čipletové architektury.
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.
Nintendo žádá soud o zamítnutí žaloby na vrácení cel a tvrdí, že zákazníci dostali přesně to, za co zaplatili. Akcie firmy v tokijském obchodování v úterý klesly o 4 %.
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
Healthpeak vytvořil s Brookfieldem společný podnik na 86 ambulantních zdravotnických nemovitostí v hodnotě asi 2,1 miliardy USD. Brookfield získal 49% podíl, Healthpeak si ponechal kontrolu a správu portfolia.
Key Takeaways DOC formed a joint venture with Brookfield involving 86 outpatient medical properties worth $2.1 billion.BAM acquired a 49% stake, while DOC retained 51% control and continues managing the portfolio.The venture provides long-term capital, with 95% of the 5.6 million-square-foot properties leased. Healthpeak Properties, Inc. (DOC - Free Report) and Brookfield Asset Management Ltd. (BAM - Free Report) have formed a long-term strategic capital partnership through a joint venture involving a portfolio of outpatient medical buildings across the United States. DOC contributed 86 properties totaling about 5.6 million square feet, with the portfolio valued at roughly $2.1 billion.
The properties are spread across 11 states, including Kentucky, Indiana, Pennsylvania, Arkansas, Illinois, Minnesota, New Jersey and New York. The portfolio is 95% leased and has a weighted average remaining lease term of six years, giving the joint venture a stable base of rental income.
Brookfield and its affiliates acquired a 49% non-controlling stake in the venture, while Healthpeak retained a 51% controlling interest. Healthpeak will remain the managing member and continue to handle asset management, leasing and property management. The company received about $1.025 billion in gross proceeds from the sale of 49% stake, which reflects a trailing cash capitalization rate of about 5.9% and a valuation of roughly $380 per square foot.
Healthpeak will also have the right, for a limited period starting after year seven, to buy back Brookfield’s interest at a price designed to provide BAM with a 6.5% net annual rate of return, excluding initial transaction costs.
The deal gives Healthpeak access to long-term capital while allowing it to keep control of the properties and benefit from future value growth. The joint venture is expected to remain consolidated in Healthpeak’s financial statements, with Brookfield’s stake recorded as a non-controlling equity interest.
ConclusionHealthpeak is raising substantial cash without giving up control of a well-leased portfolio. The structure could fund debt reduction, share repurchases or investments in faster-growing areas while giving Brookfield access to durable healthcare real estate.
In the past three months, shares of this Zacks Rank #3 (Hold) company have gained 36.5% compared with the industry's 6.2% growth.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Postal Realty Trust (PSTL - Free Report) and Welltower (WELL - Free Report) , each sporting a Zacks Rank of 1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for PSTL’s 2026 FFO per share is pegged at $1.41, which indicates year-over-year growth of 6.82%.
The Zacks Consensus Estimate for WELL’s full-year FFO per share is pinned at $16.32, which suggests an increase of 19.47% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.
Pomerantz LLP vyšetřuje Cerebras Systems kvůli možnému podvodu s cennými papíry po IPO a slabším výsledkům za 1. čtvrtletí 2026. Akcie po zprávě 24. června klesly o 19,61 % na 182,26 USD.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Cerebras Systems Inc. (“Cerebras” or the “Company”) (NASDAQ: CBRS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Cerebras 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 or around May 14, 2026, Cerebras completed its initial public offering (“IPO”), selling 30 million shares of Class A common stock priced at $185.00 per share. Then, on June 24, 2026, Cerebras reported its financial results for the first quarter of 2026. Among other items, Cerebras reported a loss of $0.22 per share, missing analyst estimates of a $0.16-per-share loss. In addition, Cerebras forecast a narrower gross margin in its core business, excluding impact from customer warrants and data center pass-through revenues.
On this news, Cerebras’s stock price fell $44.46 per share, or 19.61%, to close at $182.26 per share on June 24, 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.
SpaceX čeká po zveřejnění výsledků 4. srpna uvolnění více než 1,37 miliardy akcií, což může zvýšit prodejní tlak na titul SPCX. První vlna 911,5 milionu akcií vstoupí do obchodování 6. srpna 2026.
With Space Exploration Technologies Corp. (NASDAQ: SPCX) set to report its first earnings as a publicly traded company on August 4, over 1.37 billion shares of SpaceX stock are scheduled to unlock on August 6, 2026
Two days after the company’s earnings report, 20% of locked-up SpaceX stock, representing about 911.5 million shares, will enter the tradable float, according to the S-1 filing. An additional 10% tranche, which is around 455.8 million SpaceX shares, may also unlock on the same date only if the stock trades at least 30% above the $135 IPO price for at least 5 of the 10 consecutive trading days ending on and including the earnings release date,
As SPCX traded at about $128.97 on July 21, the upcoming August 6 unlock wave is valued at more than $175 billion at press time. A further 7%, amounting to 319 million SpaceX shares, valued at approximately $40.8 billion, is scheduled to unlock around August 21.
Later on September 10, the company will release 7%, or about 319 million shares, also valued at $40.8 billion at the time of reporting. Currently, 555 million shares, or about 5% of the 13 billion SpaceX shares, are available in the public float.
Meanwhile, Elon Musk’s 6.4 billion SpaceX shares remain subject to a separate extended lock-up until June 2027, with no early release provisions.
What’s the impact of upcoming unlocks on SpaceX stock price? The upcoming SpaceX stock unlocks could increase selling pressure amid more than a 36% selloff since the all-time high (ATH).
SpaceX stock price chart. Source: Finbold However, SpaceX has received a bullish long-term projection from Wall Street analysts, as Finbold reported. Nonetheless, with the company’s quarterly earnings forecasts still unknown, SpaceX stock could face heightened volatility in the near term fueled by the upcoming share unlocks.
Best Crypto Exchange for Intermediate Traders and Investors
Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals.
0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees.
Copy top-performing traders in real time, automatically.
eToro USA is registered with FINRA for securities trading.
30+ million Users worldwide
eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Take 2 mins to learn more.
Join Finbold's newsroom, become a Sales Executive today! Apply now to join Finbold as a crypto/finance news writer!
Apple is launching a device leasing program called ‘Apple Upgrade’ on July 28 in the US to boost sales, Bloomberg News reported on Tuesday, citing people with knowledge of the matter.
The new service arrives as Apple has raised prices on its iPads, MacBooks and other devices except the iPhone, no longer able to shield customers from surging memory and storage chip costs driven by the AI industry’s data-center buildout.
Apple Upgrade will support most iPhone, Mac, iPad and Apple Watch models and the company is partnering with Klarna Group as the financial backer for the program, the report said.
Apple Upgrade will support most iPhone, Mac, iPad and Apple Watch models, according to Bloomberg. Getty Images It will function as a subscription, allowing users to pay off their device early, switch to a new model before their term ends, or retain the device after the leasing period concludes, Bloomberg reported.
The service will be available in both Apple’s physical retail stores and online.
Apple intends to market the program as offering lower payments than its existing financing options, the report said.
The company plans to end new enrollments in its current iPhone payment plans — the iPhone Upgrade Program and standard financing — to clear the way for the new Apple Upgrade initiative.
Unlike the current iPhone Upgrade Program, Apple Upgrade will not include AppleCare.
Some devices, including the Apple Watch SE, the entry-level iPad, the iPhone 16 and the MacBook Neo, will not be eligible for the program, the report said.
Apple Upgrade will be available in the tech giant’s physical retail stores and online. Business and education purchases will also be excluded, according to Bloomberg.
Both Apple and Klarna did not immediately respond to Reuters’ request for comment.
Tesla před výsledky za 2. čtvrtletí posiluje a opční trh naznačuje až 5,36% růst TSLA do konce týdne. Podpořily to i dodávky 480 126 vozů, meziročně o 25 % více.
Tesla TSLA shares are inching higher ahead of the company’s second-quarter earnings scheduled to be released after market close on Wednesday, July 22nd.
Consensus is for the EV specialist to post a nearly 15% year-on-year increase in earnings per share (EPS) to $0.31 on revenue of at least $25.7 billion – which would represent a 16% jump from last year.
While Tesla stock remains down significantly versus the start of 2026, options pricing suggests it’s poised to reclaim some of that loss after the Q2 print this week.
Heading into Tesla’s quarterly earnings, the put-to-call ratio on options contracts expiring July 24th sits at 0.54, indicating a strong bullish skew.
According to Barchart, the upper price on those contracts sits at just over $401 currently, signaling potential for a 5.36% rally in TSLA shares through the end of this week.
Much of the derivatives market’s confidence may be traced back to Tesla’s strong delivery report.
Earlier this month, billionaire Elon Musk’s company said it delivered 480,126 vehicles in its fiscal Q2, up 25% versus the same quarter of 2025.
Analysts at Cantor Fitzgerald seem to agree with options traders on Tesla shares.
In a note to clients this week, they maintained an Overweight rating on the EV firm and a strongly bullish $510 price target.
Their positive view is rooted in its high-margin Cybercab business.
“We believe TSLA will have the ability to scale rapidly following commercialization (despite the delayed expansion) and capture meaningful market share,” the firm’s analysts wrote.
Amidst accelerating milestones for the Optimus Gen 3 humanoid robots, Cantor Fitzgerald remains constructive on Tesla's ability to unlock recurring software economics as autonomy commercializes.
From a technical perspective, the EV stock is currently trading a little under its 20-day MA – with a decisive break above the $395 level expected to boost upward momentum in the near-term.
While top-line delivery growth provides a solid backdrop, Street’s post-earnings focus will quickly shift to automotive gross margins and capital spending efficiency.
Investors are eager to see if manufacturing scale, operational discipline, and localized supply chain efficiencies can offset pricing pressures and raw material cost headwinds, protecting operational profitability.
Beyond core auto metrics, management’s commentary on the earnings call regarding real-world AI investments – specifically concrete timelines for Full Self-Driving (FSD) expansion and scaling capital expenditure for data center compute – will likely act as a catalyst.
A decisive beat on core margins paired with confident guidance on physical AI infrastructure could give TSLA stock the momentum needed to clear technical resistance levels.
Heading into the earnings release, Wall Street remains bullish on Tesla Inc, with a “Moderate Buy” rating coupled with a $418 mean price target.
Alphabet uvedl, že AI dál zvyšuje využití Search a vyhledávání jsou na historickém maximu. Tržby Google Search & Other vzrostly v posledním čtvrtletí o 19 % na 60,40 miliardy USD.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) looks compelling at $351.99, because the two-year Wall Street panic that conversational AI would cannibalize Google Search has been decisively invalidated by the numbers. For 24 months, the bear case rested on a single fear: that ChatGPT and its peers would siphon queries away from the world’s dominant ad engine. The most recent quarter shows the opposite happening in real time.
Alphabet is the parent of Google Search, YouTube, Google Cloud, Android, and Waymo. The stock has ripped 90.75% over the past year as investors reprocessed the AI threat as an AI tailwind. The question now is whether the current price already reflects that reappraisal, or whether more upside remains.
Why the AI Search Fear Just Died Q1 2026 demolished the bear thesis. Google Search & Other revenue hit $60.40 billion, up 19% year over year, with CEO Sundar Pichai confirming that “AI continues to drive search usage and queries are at an all-time high.”. Gemini-powered AI Overviews are expanding commercial ad inventory at higher click-through yields, Gemini-powered AI Overviews are expanding commercial ad inventory at higher click-through yields, with Hilton EMEA reportedly capturing one-third more clicks for one-fifth of the spend.
Google Cloud revenue grew 63% to $20.03 billion, operating margin expanded to 32.9% from 17.8%, and backlog nearly doubled quarter on quarter to over $460 billion. EPS came in at $5.11 versus $2.6327 estimated, a 94.1% beat, the fourth consecutive beat.
Why the Bears Still Have a Case Capex is the counterweight. Q1 capital expenditures more than doubled to $35.67 billion, free cash flow collapsed 46.63%, and management raised full-year 2026 capex guidance to $180 billion to $190 billion, with 2027 expected higher. Return on that infrastructure spend remains unproven quarter to quarter.
Antitrust overhang persists. Google Network revenue declined year over year, and Q1 net income was flattered by $36.91 billion in net unrealized gains on equity securities, introducing earnings volatility. Insider activity skews net selling across 181 recent insider transactions.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Why Patience Might Still Win The Hold argument rests on entry timing. Shares are down 4.36% over the past month and sit 6% below the 52-week high of $408.37. With earnings due imminently and Polymarket assigning only a 59.5% probability of closing above $350 by month end, waiting for the print could offer a cleaner entry if capex commentary spooks the tape.
What the Numbers Actually Say Alphabet trades at $351.99 against a consensus analyst target of $433.51, implying 23.03% upside. Coverage is overwhelmingly positive with 14 Strong Buys, 43 Buys, 7 Holds, and zero Sell ratings. Valuation looks reasonable for the growth on offer: 26 trailing P/E, 25 forward P/E, with a PEG of 1.365. Year to date GOOGL is up 12.6%, while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has gained roughly 3.3% since the Q1 filing, meaning the stock has lagged the broad market since its blowout report.
The Verdict at $350: Why the Buyers Win At $351.99, the setup for Alphabet looks favorable. Three simultaneous engines are all accelerating. Search at 19% growth invalidates the disruption narrative that suppressed the multiple for two years. Cloud at 63% growth with a $460 billion backlog gives Alphabet a second megacap growth business generating tripled operating income. Gemini, processing 16 billion tokens per minute via API, monetizes the same AI wave the market once feared.
A forward P/E of 25 for a business compounding revenue at 22% and expanding operating margins to 36.1% is a reasonable price for buyers. The thesis breaks only if capex returns disappoint by 2027 or an antitrust remedy structurally changes distribution. Both remain absent from the current trajectory.
Watch three things quarter by quarter: Cloud operating margin, Search query growth, and capex efficiency signals. If those hold, the analyst target north of $430 becomes the floor rather than the ceiling. The fear that defined Alphabet’s discount for two years is empirically dead, and the stock has not yet fully repriced.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Proti Microsoftu byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry a investoři s nároky mají čas do 11. srpna 2026. Žaloba se týká slabšího růstu Azure, vyšších kapitálových výdajů a nižšího než očekávaného počtu 15 milionů placených licencí Microsoft 365 Copilot.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Microsoft Corporation (“Microsoft” or the “Company”) (NASDAQ: MSFT). Such investors are advised to 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.
The class action concerns whether Microsoft and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 11, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Microsoft securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On January 28, 2026, Microsoft announced disappointing results for its fiscal second quarter ended December 31, 2025. First, during the quarter Microsoft’s Azure growth had slowed suddenly and fallen below analyst expectations. During the related earnings call, CFO Amy E. Hood revealed that the slower Azure growth was primarily due to computational capacity constraints, as Microsoft had diverted CPU and GPU capacity to Copilot applications and AI-related R&D. Second, Microsoft revealed that its capital expenditures had increased to $37.5 billion during the quarter, causing Microsoft’s capital expenditures for the first six months of its fiscal 2026 to increase to $72.4 billion compared to $88.2 billion for all of Microsoft’s fiscal 2025. Third, Microsoft revealed, for the first time, that the number of paid Microsoft 365 Copilot seats totaled only 15 million to date, materially below analyst estimates and a fraction of the more than 450 million commercial Microsoft 365 users.
On this news, the price of Microsoft stock fell nearly 10%.
Then, on February 3, 2026, The Wall Street Journal revealed, in an article titled “Microsoft’s Pivotal AI Product Is Running Into Big Problems,” that severe challenges and functionality issues had plagued Microsoft’s Copilot offerings, leading to Copilot losing market share during the Class Period to competing products such as Google’s Gemini. The price of Microsoft stock continued to fall in the days after Microsoft’s second quarter 2026 earnings announcement as the market continued to digest the adverse news and sources such as The Wall Street Journal revealed new adverse information.
Thereafter, on March 17, 2026, The Wall Street Journal revealed in an article titled “Microsoft Seeks More Coherence in AI Efforts With Copilot Reorganization” that Microsoft was reorganizing its Copilot product teams to unify commercial and consumer versions partly in response to the challenges revealed by The Wall Street Journal’s prior reporting on Copilot’s problem-plagued development and disappointing customer adoption.
On this news, the price of Microsoft stock continued to fall.
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.
General Motors Company (GM) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT
Company Participants
Ashish Kohli - Vice President of Investor Relations
Mary Barra - Chairman & CEO
Paul Jacobson - Executive VP & CFO
Conference Call Participants
Joseph Spak - UBS Investment Bank, Research Division
Dan Levy - Barclays Bank PLC, Research Division
Andrew Percoco - Morgan Stanley, Research Division
Itay Michaeli - TD Cowen, Research Division
Michael Ward - Citigroup Inc., Research Division
Emmanuel Rosner - Wolfe Research, LLC
Gautam Narayan - RBC Capital Markets, Research Division
Mark Delaney - Goldman Sachs Group, Inc., Research Division
Rajat Gupta - JPMorgan Chase & Co, Research Division
Presentation
Operator
Good morning, and welcome to the General Motors Company Second Quarter 2026 Earnings Conference Call.
[Operator Instructions] As a reminder, this conference call is being recorded, Tuesday, July 21, 2026. I would now like to turn the conference over to Ashish Kohli, GM's Vice President of Investor Relations.
Ashish Kohli
Vice President of Investor Relations
Thanks, Julie, and good morning, everyone. We appreciate you joining us as we review GM's financial results for the second quarter of 2026. Our conference call materials were issued this morning and are available on GM's Investor Relations website. We are also broadcasting this call via webcast.
Joining us today are Mary Barra, GM's Chair and CEO; along with Paul Jacobson, GM's Executive Vice President and CFO. Susan Sheffield, President and CEO of GM Financial, will also be joining us for the Q&A portion.
On today's call, management will make forward-looking statements about our expectations. These statements are subject to risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties include the factors identified in our filings with the SEC. Please review the safe harbor statement on the first page of our presentation as the content of this call will be
Goldman Sachs spustila novou platformu pro bohaté klienty a rodinné kanceláře, která jim umožní přímé investice do soukromých firem a obchodování s těmito podíly na sekundárním trhu. Cílí hlavně na pozdější fáze růstu, včetně AI infrastruktury, tedy na firmy se zavedenými produkty, významnými tržbami a jasnější cestou k ziskovosti.
Goldman Sachs has created a new platform to expand its offerings for wealthy clients and family offices who increasingly want direct stakes in fast-growing private companies, CNBC has learned.
The new group, called the alternative investments platform, combines Goldman's existing alternatives business with two newly established teams, according to a memo seen first by CNBC.
The new teams focus on direct investments in individual private companies, rather than broader private equity funds, and on helping clients buy and sell those stakes, according to the memo.
"There has been a lot of focus on the big growth tech names and getting clients access to those before they debut in the public markets," Kristin Olson, Goldman Sachs' global head of alternatives for wealth, told CNBC in an interview.
Goldman's move reflects two of the biggest trends reshaping Wall Street. The firm has spent years pushing deeper into wealth and asset management because of its perception as providing steadier revenues than investment banking and trading. At the same time, the most successful startups are staying private far longer than they once did, allowing early investors to capture most of the gains before public investors get a chance.
"Companies are going public at a trillion dollars," Olson said. "If you haven't participated along the way, you're clearly missing a big part of the growth cycle."
AI boomGoldman has been arranging direct investments in later-stage private companies for wealthy clients for roughly two decades, Olson said, pointing to Facebook before its 2012 IPO and later SpaceX, Stripe and Canva. But growth in demand for the asset class convinced executives to break out the business, she added.
The firm's goal, Olson said, is to help clients identify promising companies before they become household names.
Rather than targeting early-stage startups, Olson said Goldman generally focuses on later-stage companies that have established products, meaningful revenue and clearer paths toward profitability, seeking what she described as a "sweet spot" between risk and return.
The AI investment boom has only intensified demand. Beyond leading model developers, Goldman is increasingly steering clients toward investments in the infrastructure underpinning AI, including data centers and related projects, Olson said.
watch now
The announcement comes days after Goldman reported record quarterly revenue, with executives highlighting AI-driven activity across investment banking, trading and financing businesses. The results reinforced investors' view that Goldman is positioned to benefit from multiple facets of the AI investment cycle.
The announcement also formalizes Goldman's growing business helping clients find liquidity for private investments.
Through its new secondary advisory group, the firm plans to expand a marketplace that allows clients to buy and sell private holdings while also advising clients looking to exit investments held outside Goldman.
"We said, let's break that out and let's make it very clearly defined as something that we're leaning into," Olson said.
Genuine Parts Company (GPC) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT
Company Participants
Timothy Walsh - Vice President of Investor Relations
William Stengel - CEO & Chairman
Herbert Nappier - Executive VP & CFO
Conference Call Participants
Gregory Melich - Evercore ISI Institutional Equities, Research Division
Christopher Horvers - JPMorgan Chase & Co, Research Division
Scot Ciccarelli - Truist Securities, Inc., Research Division
Michael Lasser - UBS Investment Bank, Research Division
Bret Jordan - Jefferies LLC, Research Division
Presentation
Operator
Good morning, ladies and gentlemen, and welcome to the Genuine Parts Company Second Quarter 2026 Earnings Conference Call. [Operator Instructions] This call is being recorded on Tuesday, July 21, 2026.
I would now like to turn the conference over to Tim Walsh. Please go ahead.
Timothy Walsh
Vice President of Investor Relations
Thank you, and good morning, everyone. Welcome to Genuine Parts Company's Second Quarter 2026 Earnings Call. Joining us on the call today are Will Stengel, Chairman and Chief Executive Officer; and Bert Nappier, Executive Vice President and Chief Financial Officer. In addition to this morning's press release, a supplemental slide presentation can be found on the Investors page of the Genuine Parts Company website. Today's call is being webcast, and a replay will also be made available on the company's website after the call.
Following our prepared remarks, the call will be open for questions, the responses to which will reflect management's views as of today, July 21, 2026. If we're unable to get to your questions, please contact our Investor Relations department. Please be advised that this call may include certain non-GAAP financial measures, which may be referred to during today's discussion of our results as reported under generally accepted accounting principles. A reconciliation of these measures is provided in the earnings press release. Today's call may also include forward-looking statements regarding the company and its businesses as
Na First Solar byla podána hromadná žaloba kvůli údajným klamavým výrokům o dopadu cel na byznys a výhled zisku. Žaloba se týká nákupů akcií mezi 26. únorem 2025 a 24. únorem 2026.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR) and certain officers. The class action, filed in the United States District Court for the Eastern District of New York, and docketed under 26-cv-03787, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired First Solar securities between February 26, 2025 and February 24, 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 First Solar securities during the Class Period, you have until August 24, 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]
First Solar is a solar technology company that provides photovoltaic (“PV”) solar energy solutions. First Solar manufactures and sells PV solar modules that convert sunlight into electricity. As relevant here, First Solar’s product offerings include its Series 6 Plus PV module, manufactured at facilities in locations including Malaysia and Vietnam.
At the outset of the Class Period, Defendants announced that First Solar would reduce production output of Series 6 modules at facilities in Malaysia and Vietnam in 2025, to account for circumstances including, inter alia, an “uncertain U.S. policy environment following the 2024 U.S. elections,” and “a supply and demand imbalance for Southeast Asian product”. Notwithstanding these circumstances, First Solar reassured investors that its primary market, the United States, enjoyed stable module prices.
Then, on April 2, 2025, United States (“U.S.”) President Donald J. Trump announced a series of “reciprocal” tariffs on U.S. imports from all countries, including rates of 24% and 46% on Malaysia and Vietnam, respectively, presenting a challenge to First Solar. These tariffs were subsequently reduced to 10%. Throughout the Class Period, Defendants continued to assure investors that the dynamic policy landscape presented a “long term favorable” for First Solar and actually “strengthened [its] relative position in the solar manufacturing industry”.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Defendants had overstated First Solar’s capacity to manage the impact of U.S. tariff policy on the Company’s business; (ii) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar’s projected performance in the 2026 fiscal year; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that “[international] facilities remain a pain point while tariffs exist” and “underutilization at [international] facilities remains a concern.” The Jefferies analyst also predicted that First Solar’s deployment opportunities were likely to be more limited in 2026.
On this news, First Solar’s stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.
Then, on February 24, 2026, First Solar issued a press release “announc[ing] financial results for the fourth quarter and year ended December 31, 2025.” Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar’s announcement, Baird Research downgraded its stock to Neutral from Outperform, citing “several question marks in forward outlook”.
On this news, First Solar’s stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 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 billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Gilead a Merck uvedly, že jejich experimentální týdenní pilulka proti HIV udržela virus potlačený ve dvou pozdních studiích a podpořila regulační podání. V jedné studii nemělo po 48 týdnech detekovatelný virus 0,3 % pacientů.
The Merck logo is seen at a gate to the Merck & Co campus in Rahway, New Jersey, U.S., July 12, 2018. REUTERS/Brendan McDermid/File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 21 (Reuters) - Gilead Sciences (GILD.O), opens new tab and Merck (MRK.N), opens new tab said on Tuesday their experimental once-weekly HIV pill kept the virus suppressed in two late-stage trials, supporting regulatory filings for what could become the first regimen of its kind for the disease.
Here are some details:
Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. Sign up here.
The combination of Merck's islatravir and Gilead's lenacapavir was tested as a single-tablet regimen in adults whose HIV was already controlled with daily antiretroviral therapy.
HIV attacks the body's immune system and, if left untreated, can progress to acquired immunodeficiency syndrome (AIDS), the most advanced stage of infection.
In one trial, none of the patients who switched to the weekly pill had detectable viral levels at 48 weeks, compared with 0.3% of those who remained on Gilead's daily Biktarvy.
In a second trial, 0.3% of patients taking the weekly pill had detectable HIV levels or higher at 48 weeks, compared with 1.3% of those who remained on standard daily HIV regimens.
Investors are closely watching the rollout of lenacapavir, branded as Yeztugo, which was approved last year, as Gilead seeks to strengthen its HIV franchise alongside blockbuster treatment Biktarvy.
The companies said the weekly treatment was non-inferior to Biktarvy and other daily HIV regimens in the two studies, meaning it performed at least as well by the studies' main measure.
Side effects were generally similar to the daily treatments studied, and no new safety concerns were identified. The most common treatment-related side effects included headache, nausea and diarrhea.
Merck's once-daily HIV pill combo Idvynso was approved by the U.S. Food and Drug Administration in April, bringing another treatment option for patients suffering from the condition.
Reporting by Padmanabhan Ananthan in Bengaluru; Editing by Vijay Kishore
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Molson Coors sází na Horizon 2030, aby posílila prémiové značky jako Peroni, Blue Moon a Coors Banquet a rozšířila byznys mimo pivo. Pomáhají jí akvizice, úspory nákladů a marketing.
Key Takeaways Molson Coors is pursuing Horizon 2030 to strengthen core brands and expand beyond beer categories.TAP is benefiting from momentum in premium brands like Peroni, Blue Moon and Coors Banquet.Acquisitions, cost savings and marketing investments are supporting Molson Coors' growth strategy. Molson Coors Beverage Company (TAP - Free Report) is executing a long-term growth strategy that emphasizes strengthening its core beer portfolio while expanding into higher-growth beverage categories. Building on its “Acceleration Plan” and the recently launched “Horizon 2030” strategy, the company is working to evolve from a traditional brewing business into a diversified beverage company.
Premiumization remains a key component of Molson Coors’ growth strategy as it expands its portfolio of higher-margin products, including premium beers and flavored alcoholic beverages. The company is benefiting from the strong performance of its premium brands and leveraging strategic pricing actions and a favorable product mix to support revenue growth despite ongoing volume pressures.
The company is seeing strength in above-premium offerings such as Peroni, Blue Moon, Coors Banquet and Madri Excepcional, which are expected to play an increasingly important role in driving sales and profitability. Molson Coors continues to support value-oriented brands, including Miller High Life and Keystone, through targeted innovation initiatives and localized market execution.
Molson Coors’ Horizon 2030 strategy is expected to support sustainable top-line growth. The strategy centers on strengthening the company’s core brands, expanding its presence in the above-premium beer segment and accelerating growth in faster-growing beyond-beer categories. Molson Coors continues to invest in its commercial capabilities, technology and marketing initiatives while leveraging acquisitions, such as Fever-Tree and Monaco Cocktails, to diversify its portfolio and unlock new growth opportunities.
TAP’s cost savings to support long-term value creation appear encouraging. Such endeavors will position Molson Coors to capitalize on evolving consumer preferences, strengthen its competitive position and support sustainable long-term revenue and earnings growth.
TAP’s Price Performance, Valuation and EstimatesShares of Molson Coors have lost 16.4% in the past six months compared with the industry’s rise of 4.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, TAP trades at a forward price-to-earnings ratio of 8.48X compared with the industry’s average of 15.32X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TAP’s 2026 earnings per share (EPS) shows a decline of 11.4% while that of 2027 indicates year-over-year growth of 4.2%. The company’s EPS estimate for 2026 and 2027 has been stable in the past 30 days.
Image Source: Zacks Investment Research
Molson Coors stock currently carries a Zacks Rank #3 (Hold).
Stocks to Consider in the Consumer Staples Space United Natural Foods (UNFI - Free Report) , which is the leading distributor of natural, organic and specialty food and non-food products, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for United Natural Foods’ current financial-year sales indicates a drop of 2.1% from the prior-year level. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
Medifast, Inc. (MED - Free Report) , which is a leading manufacturer and distributor of clinically-proven healthy living products and programs, currently carries a Zacks Rank #2 (Buy). MED missed the average earnings surprise by a sharp margin in the trailing four quarters.
The Zacks Consensus Estimate for Medifast’s current financial-year sales indicates a decline of 25.9% from the year-ago number.
Freshpet, Inc. (FRPT - Free Report) , which manufactures and markets natural fresh foods, refrigerated meals, and treats for dogs and cats, currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for Freshpet’s current financial-year sales indicates growth of 9.5% from the prior-year level. FRPT delivered a trailing four-quarter earnings surprise of 49.4%, on average.
Palantir po poklesu zhruba o třetinu z maxima zůstává drahý, i když výnosy ve čtvrtletí vzrostly o 85 % na 1,6 miliardy USD a vedení dál zvyšuje výhled výnosů.
Just a few months ago, investors couldn't get enough of Palantir Technologies (PLTR 1.57%). The company -- known for "big data" analytics -- was delivering record earnings, demand for its artificial intelligence (AI) software was surging, and the stock seemed unstoppable.
Fast-forward to today, and the mood has changed. Although the business continues to execute at a high level, Palantir's stock has fallen roughly a third from its peak. That naturally raises an important question.
Has this correction finally created a buying opportunity, or is the stock still too expensive?
Image source: Getty Images.
The business hasn't been the problem Most investors who focus only on Palantir's operating results will probably struggle to explain why the stock corrected so sharply. The company recently reported another outstanding quarter. Revenue for the period grew 85% year over year to $1.6 billion, while U.S. commercial revenue grew more than 130%, highlighting strong demand from businesses adopting its Artificial Intelligence Platform (AIP).
The quality of that growth is just as impressive. Unlike many fast-growing AI companies, Palantir is generating meaningful profits and strong free cash flow. Management has also continued to raise its revenue guidance, suggesting that demand remains healthy. In other words, the business is performing well. If anything, Palantir's business is stronger today than it was when the stock was making new highs.
Then why did the stock fall? Here's where many investors get confused. They assume a falling stock price means a weakening business. Sometimes that's true. But sometimes the business keeps improving while the stock falls. That's largely what happened with Palantir.
During the early AI boom, investors were willing to pay an extraordinary premium for companies they believed would dominate the next generation of enterprise software. Palantir was one of those companies. Eventually, however, Wall Street stopped asking one question: "Is Palantir a great company?" Instead, it started asking another: "How much is a great company worth?"
That shift in focus changed everything. Once expectations become exceptionally high, even excellent earnings may not be enough to push the stock higher. Investors simply become less willing to pay an unlimited premium for future growth.
Today's Change
(
-1.57
%) $
-2.12
Current Price
$
132.73
Has the correction made Palantir cheap? The recent pullback has undoubtedly made Palantir more attractive than it was at its peak. Investors today are paying less for the same business. That's a positive.
But that doesn't automatically make the stock cheap. Even after the correction, Palantir still trades at a huge premium multiple -- its price-to-earnings (P/E) ratio stood at 167 as of this writing -- which is significantly higher than many of the market's other AI leaders. For instance, Nvidia trades at a P/E of around 37.
But here's the thing: A high P/E ratio doesn't necessarily mean Palantir is overvalued. It simply means investors expect Palantir to expand at hypergrowth rates over the next several years. They're paying today for profits they believe the company will generate tomorrow.
Having said that, it does mean the margin for error remains thin. If Palantir continues executing at an exceptional level, today's valuation could look reasonable. But if growth slows, investors may look back and regret paying up for the stock today.
What does it mean for investors? Palantir remains one of the most compelling enterprise AI companies in the market today. Its business continues to execute well. Commercial adoption is accelerating. And management has demonstrated that it can grow rapidly while generating meaningful profits.
The recent correction has certainly improved the investment case. But "more attractive" doesn't necessarily mean "cheap." For long-term investors, the real question isn't whether Palantir can grow. It's whether the company can grow fast enough to justify the premium investors are still willing to pay.
If you believe it can, then buying the stock today makes sense. If not, it's best to stay on the sidelines.
Samsung, SK Hynix a Micron dávají přednost pamětem pro AI, takže ceny běžné DRAM prudce rostou. TrendForce uvádí, že kontraktní ceny běžné DRAM v 1. čtvrtletí vyskočily o 93 % až 98 % a ve 2. čtvrtletí o dalších 58 % až 63 %.
A year ago, a mainstream PC memory kit cost about $75. Today, the same kit can sell for as much as $460. The easy explanation would be another chip shortage. But this time, the culprit isn’t a lack of factories or broken supply chains. It’s a business decision.
The result? AI customers get priority, while everyone else pays more.
AI Is Paying More—So It Gets The WafersSamsung, SK Hynix and Micron control the vast majority of the global DRAM market, giving the three companies enormous influence over where memory production goes.
Unlike conventional DRAM, HBM commands significantly higher prices while consuming much more manufacturing capacity. Every wafer redirected toward AI memory means less supply for PCs, smartphones and automotive chips.
As semiconductor commentator Shanaka Fernando recently argued in a post on X, no coordinated action is needed to create today’s tight memory market. The economics are doing the work. AI memory generates higher returns, and manufacturers are simply following the margins.
The numbers show just how dramatic that shift has become.
According to TrendForce data, conventional DRAM contract prices surged 93% to 98% in the first quarter before climbing another 58% to 63% in the second quarter. NAND flash prices also rose 70% to 75% as suppliers continued prioritizing AI-related products over mainstream memory.
Even the Biggest Customers Are Feeling the PressureThe squeeze is now rippling across the technology industry.
Meanwhile, HBM capacity is effectively sold out through 2026, with much of 2027 production already committed. That has allowed memory makers to lock in premium pricing while demand continues to outstrip supply.
For Samsung, SK Hynix and Micron, the strategy has translated into expanding margins. By selling more high-value AI memory and less conventional DRAM, the industry’s biggest players are earning more from fewer consumer-focused chips.
Today’s Shortage Could Become Tomorrow’s GlutThe current pricing boom is unlikely to last forever.
Micron is building new fabs in Idaho and New York, while Samsung and SK Hynix continue expanding production capacity. Those investments are expected to come online over the next two years, increasing supply just as China’s CXMT rapidly expands its presence in the commodity DRAM market.
For now, however, AI remains first in line.
The bigger story isn’t simply that PC memory has become dramatically more expensive. It’s that AI has fundamentally changed how the world’s three largest memory makers allocate capital. As long as AI data centers continue delivering the highest returns, consumer electronics will keep competing for whatever capacity is left behind.
Photo: Pete Hansen / Shutterstock
Market News and Data brought to you by Benzinga APIs
SummaryMicron Technology, Inc. is re-rated as a Buy, driven by AI super-cycle demand and transformative strategic customer agreements (SCAs).MU’s Q3 ’26 revenue surged 346% YoY, with strong margin expansion—operating margin reached 81.2% and is forecasted to peak at 86% in Q4.SCAs now represent ~20% of DRAM and 1/3 of NAND volume, providing multi-year revenue visibility, margin floors, and $22B in financial commitments.Investors are mispricing MU’s profitability; sustainable margins above 60% are likely, supported by tight supply, pricing power, and structural industry change. JHVEPhoto/iStock Editorial via Getty Images
Investment Thesis Since my last coverage, Micron Technology, Inc.’s (MU) stock has been up by over 100%, and since my initial Buy analysis, it is up almost 300%.
To remind readers, in my initial analysis
1.58K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MU:CA, MU over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways Both ASML and TSM recently posted rock-solid quarterly results, with each raising sales outlooks. AI-driven demand remains red hot, with both companies playing critical roles in the landscape. Bullish revisions have flowed in post-earnings, keeping their near-term outlooks bullish. The 2026 Q2 earnings season really picks up pace this week, with a few Magnificent Seven members, namely Alphabet and Tesla, headlining the docket. The big banks got us off to a great start, delivering solid results without giving the market any unexpected spooks.
So far throughout the cycle, several companies, including Taiwan Semiconductor (TSM - Free Report) and ASML Holding (ASML - Free Report) , have both raised sales guidance, again underpinning just how fierce the demand picture has become concerning the AI frenzy.
ASML Plans to Increase CapacityASML designs, develops, integrates, and services advanced systems used by major global semiconductor manufacturers to create cutting-edge chips that power artificial intelligence, high-performance computing, and a wide array of other electronic and communications technologies.
Strong AI-driven demand led ASML to raise its full-year sales outlook in its recent quarterly release, also now planning to boost its machine production capacity over the next several years due to strong order intake. Overall sales of $10.8 billion grew 25% YoY, while earnings also saw strong growth, both crushing our consensus estimates.
The stock’s outlook remains bullish, with EPS revisions jumping higher across the board post-earnings.
Image Source: Zacks Investment Research
TSM Posts Huge Growth Taiwan Semiconductor, a current Zacks Rank #1 (Strong Buy), is the world's leading semiconductor foundry, reflecting a highly critical player in the technology landscape amid the AI frenzy. It manufactures the powerful chips needed to run next-generation AI technologies.
Thanks to the huge wave of artificial intelligence spending, TSMC raised its full-year revenue growth forecast to roughly 40%. The company also increased its CapEx budget to a range of $60 - $64 billion to expand its manufacturing capacity to keep pace with the soaring demand for advanced AI chips. Sales of $40.2 billion grew 33% YoY, with earnings also climbing a rock-solid 75% YoY. Both items beat our consensus estimates handily.
EPS revisions have moved higher across near-term timeframes following the release, keeping the stock’s momentum and overall outlook notably bright.
Image Source: Zacks Investment Research
Bottom Line
The 2026 Q2 earnings season is kicking into a much higher gear this week, with many notable companies slated to report in the coming days and weeks.
And so far, both ASML Holding (ASML - Free Report) and Taiwan Semiconductor (TSM - Free Report) have been standouts thanks to red-hot demand. The results from the pair further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.
Na Intuit byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o růstu a síle podnikání, zejména v TurboTax. Firma dříve snížila výhled růstu tržeb TurboTax na 7 % pro celý rok z 8 %.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-07086, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Intuit securities between August 22, 2025 and May 20, 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 Intuit securities during the Class Period, you have until September 8, 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]
Intuit provides financial management, payments and capital, compliance, and marketing products and services in the United States. The Company has four reportable business segments: (i) Global Business Solutions; (ii) Consumer; (iii) Credit Karma; and (iv) ProTax. Intuit’s Consumer segment provides do-it-yourself (“DIY”) and assisted income tax preparation products and services under the “TurboTax” brand name, whereas its ProTax segment provides tax-preparation software products and electronic tax filing, payment, and related products and services. The Company sells its products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels.
At all relevant times, Defendants touted purportedly significant “momentum” across Intuit’s various business segments, particularly with respect to its tax-related business. Defendants attributed this purported “momentum” to, inter alia, Intuit’s purportedly significant competitive advantages, including integration of artificial intelligence (“AI”) in its business and operations.
For example, in August 2025, Defendants provided financial guidance for Intuit’s fiscal full year (“FY”) of 2026, ended July 31, 2026, including 8% revenue growth in its TurboTax business, citing “outstanding execution across our platform” and “breakthrough adoption in assisted tax” as a result of the aforementioned purported competitive advantages.
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) they had overstated Intuit’s competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; (iii) accordingly, Intuit’s previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 20, 2026, when, during pre-market hours, Reuters published an article entitled “Intuit to cut 17% of global jobs to streamline operations, memo shows”. Citing an internal Company memorandum and email from Defendant Sasan K. Goodarzi (“Goodarzi”), Intuit’s Chairman and Chief Executive Officer, to staff earlier in the day, the article reported that “Intuit . . . is laying off about 17% of its workforce, or about 3,000 employees worldwide, to streamline operations and sharpen focus on its key bets including its AI efforts[.]” The article further revealed that Intuit “is also winding down its Reno and Woodland Hills offices as part of a strategic restructuring to consolidate teams in key hubs, according to the memo.”
On this news, Intuit’s stock price fell $15.78 per share, or 3.95%, to close at $383.93 per share on May 20, 2026.
The same day, during post-market hours, Intuit issued a press release announcing its fiscal third quarter (“Q3”) 2026 results. Therein, Defendants reported weak Q3 2026 tax season revenue, including, inter alia, TurboTax revenue that grew by only 7% year-over-year, versus consensus estimates of at least 8% revenue growth. During the accompanying earnings call held the same day, also during post-market hours, Defendant Sandeep S. Aujla, Intuit’s Executive Vice President and Chief Financial Officer, acknowledged that, with respect to TurboTax, “we did not have the overall tax season we expected[.]” On the same call, Defendant Goodarzi likewise stated that he was “dissatisfied with our performance”, noting “[w]e faced pressure among the most price-sensitive DIY filers earning less than $50,000 a year”, and that “[w]e lost on price.” Defendant Goodarzi also revealed that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.” Accordingly, Defendant Goodarzi acknowledged that “we expect TurboTax to grow 7% for the full year”—down from Defendants’ prior guidance of 8% growth—and that, “[t]o reaccelerate this part of our business,” Defendants will need to “evolve our business model by delivering the right lineups and price points to meet simple filers’ needs at the low end and lean into the power of our broader Consumer platform to monetize beyond tax.”
Following these disclosures, Intuit’s stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 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 billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Broadcom uvedl, že poptávka po VCF pomohla zvýšit tržby infrastrukturového softwaru ve 2. čtvrtletí fiskálního roku 2026 o 9 % na 7,2 miliardy USD. Standard Chartered zároveň standardizuje svou infrastrukturu na VCF na 54 trzích a téměř 70 % infrastruktury už migrovala.
Key Takeaways Broadcom's VCF demand helped Infrastructure Software revenue rise 9% to $7.2 billion in fiscal Q2.VCF 9.1 unifies AI inference, Kubernetes and virtualized workloads across NVIDIA, AMD and Intel platforms.Standard Chartered is standardizing on VCF across 54 markets, with nearly 70% of infrastructure migrated. Broadcom’s (AVGO - Free Report) VMware Cloud Foundation (VCF) is becoming a major growth engine for the Infrastructure Software business. Demand for VCF 9.1 remains strong as enterprises increasingly deploy on-premises private clouds to support AI inference, Kubernetes and traditional virtualized workloads on a common platform. This momentum helped Infrastructure Software revenues increase 9% year over year to $7.2 billion in the second quarter of fiscal 2026, with Broadcom projecting an acceleration to approximately $8.9 billion, up 31% year over year, in the third quarter of fiscal 2026.
Broadcom is positioning VCF as the operating platform for enterprise AI. The latest VCF release supports heterogeneous computing across NVIDIA (NVDA - Free Report) , AMD and Intel platforms, allowing enterprises to run AI inference, Kubernetes and traditional virtualized workloads on a unified private cloud. Customers deploying VCF for private cloud modernization are also adopting AI workloads. This enables AVGO to sell additional software capabilities around automation, security, networking and AI infrastructure management. This is increasing customer spending while strengthening long-term annual recurring revenue, which grew 17% year over year in the second quarter of fiscal 2026.
Standard Chartered recently selected VCF to modernize its global IT infrastructure, reinforcing the growing enterprise adoption of Broadcom’s flagship private cloud platform. The bank is standardizing its infrastructure on VCF to support secure, software-defined private cloud operations across 54 markets. With nearly 70% of its infrastructure already migrated, the deployment enables faster infrastructure provisioning, stronger zero-trust security and greater operational resilience for mission-critical banking services.
The Standard Chartered deployment strengthens Broadcom’s long-term software prospects by showcasing VCF’s ability to win large, multi-year enterprise transformation projects in highly regulated industries. As more global enterprises adopt VCF to modernize private cloud environments while preparing AI-ready infrastructure, Broadcom is well positioned to expand recurring software revenues, increase annual recurring revenue and strengthen the Infrastructure Software segment as a durable growth driver, alongside its AI semiconductor business.
AI & VMware to Drive AVGO’s Top-Line GrowthBroadcom expects AI semiconductor revenues to reach approximately $56 billion in fiscal 2026, up roughly 180% year over year, and exceed $100 billion in fiscal 2027. Long-term agreements with Google, Meta, OpenAI and Anthropic provide strong visibility into future demand for custom AI accelerators and networking products.
Broadcom’s AI semiconductor business builds the hardware infrastructure, while VCF provides the software layer enterprises need to deploy and manage AI applications securely. This combination allows AVGO to participate across the AI stack — from silicon and networking to enterprise software — creating multiple avenues for sustained revenue growth and reducing dependence on any single business segment.
AVGO Faces Tough CompetitionBroadcom is facing stiff competition in the semiconductor and infrastructure software markets from NVIDIA and Cisco Systems (CSCO - Free Report) , respectively.
NVIDIA is at the center of AI computing, with its products widely used across data centers, gaming and autonomous vehicles. The company’s newer Hopper 200 and Blackwell GPU platforms are being adopted quickly as customers work to grow their AI infrastructure. Data Center revenues reached $75.2 billion in the first quarter of fiscal 2027, up 92% from a year ago and up 21% sequentially, driven by the ramp-up of Blackwell 300 products and demand for InfiniBand, Spectrum-X Ethernet and NVLink solutions.
Cisco competes with Broadcom in the AI networking infrastructure domain. Cisco provides AI networking systems built around Silicon One, Nexus switches, routers, Acacia optics and end-to-end AI fabrics. Cisco recently raised its fiscal 2026 hyperscaler AI infrastructure orders target to $9 billion (from $5 billion), highlighting strong traction in AI networking. Cisco’s strategy to deliver the entire AI networking stack by combining Silicon One, Nexus switching, Acacia optics, security, observability and AI networking software has been a key catalyst.
AVGO’s Share Price Performance, Valuation & EstimatesBroadcom shares have appreciated 11% year to date, underperforming the broader Zacks Computer and Technology sector’s return of 12.1%.
AVGO Stock Lags Sector
Image Source: Zacks Investment Research
The AVGO stock is trading at a premium, with a forward 12-month price/sales of 11.59X compared with the broader sector’s 6.6X. Broadcom has a Value Score of D.
AVGO Stock’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $11.74 per share, up by a penny over the past 30 days, suggesting 72.14% growth from fiscal 2025’s reported figure.
Broadcom currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways Fastenal's contract sales rose 17.6%, reaching 75.8% of quarterly sales as larger accounts gained share.Digital Footprint sales grew 16.2%, while FMI sales climbed 16.4% to $1.08 billion in Q2.FAST's gross margin fell 75 bps as tariffs, supplier inflation, freight and customer mix weighed on margins. Fastenal Company (FAST - Free Report) is becoming a useful read-through on how industrial distribution is changing. The company’s latest results show customers moving toward larger supplier relationships, digital procurement and automated inventory tools.
Those trends support growth, but they also reshape revenue mix and margins. The key question is whether scale and operating leverage can keep offsetting cost and gross-margin pressure.
Fastenal Shows the Shift to Larger AccountsFastenal’s second-quarter 2026 contract sales increased 17.6% year over year and represented 75.8% of quarterly sales, up from 73.2% a year earlier. Contract count rose 7.2% to 3,694, showing that more customers are consolidating spend through structured relationships.
The larger-site data points in the same direction. Customer sites spending at least $50,000 per month increased 16.5% to 3,125, while sales from those sites rose to $1.38 billion from $1.09 billion. That shift makes Fastenal less dependent on one-off transactions and more tied to integrated service models.
FAST Digital Adoption Is Changing DistributionFastenal’s Digital Footprint daily sales increased 16.2% in the second quarter and represented 61.6% of revenues. eBusiness sales rose 12.6%, reflecting deeper customer use of procurement-system connections and digital ordering.
Fastenal Managed Inventory is another sign of where the industry is heading. FMI sales rose 16.4% to $1.08 billion, and the installed base of weighted FASTBin and FASTVend devices increased 6.5% to 140,789 units. These tools embed replenishment and usage data into customer workflows.
Fastenal Margin Trends Reflect a New Trade-OffThe growth quality is improving, but the margin mix is more complicated. Larger strategic customers typically generate more recurring sales and higher profit dollars, but they also tend to carry lower gross margins because of scale and negotiated pricing.
That is the emerging trade-off for industrial distributors. Fastenal’s gross margin declined 75 basis points to 44.6% in the second quarter, while operating margin held at 21% because selling, general and administrative expense leverage offset the drag.
FAST Faces a More Complex Cost EnvironmentTariffs, supplier inflation and freight costs remain important pressures. Unfavorable net price-cost reduced gross margin by about 40 basis points in the second quarter, and customer mix, transportation costs and rebate activity added pressure.
That makes cost recovery a continuing trend to watch across the supply chain. Even with stable demand, trade-policy changes or supplier increases can slow pricing recovery and make quarterly profitability less predictable.
What Fastenal Says About 2026 DemandDemand appears stable to modestly positive, not uniformly strong. Fastenal’s manufacturing daily sales rose 14.9% in the second quarter, led by 18.1% growth in heavy manufacturing, while non-residential construction increased 17%.
Other end markets rose 14.1%, helped by transportation and warehousing customers. That breadth supports the view that industrial demand is constructive, although management commentary also pointed to softness in certain discretionary consumer-linked areas.
FAST Ratings Match a Trend-Driven StoryThe bottom line is that FAST remains a trend-driven industrial distribution story, with digital tools, contract growth and large-site expansion supporting revenue durability. W.W. Grainger, Inc. (GWW - Free Report) provides a relevant comparison because it also operates across industrial supplies, online channels, inventory management services and technical support.
Applied Industrial Technologies, Inc. (AIT - Free Report) is another useful peer for the broader distribution backdrop, with exposure to bearings, power transmission, fluid power and other industrial products.
FAST stock currently carries a Zacks Rank #2 (Buy), with a Momentum Score of A, Growth Score of C and Value Score of D. The Rank and Momentum Score support the near-term setup, while the Value Score suggests investors should still watch how much of the digital and contract-strength story is already reflected in the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Annaly Capital Management zvýšila čtvrtletní dividendu na 0,75 USD na akcii a její zisk dostupný k rozdělení vzrostl na 0,76 USD. Starwood Property Trust sice drží dividendu beze změny už více než deset let, ale poslední zisk k rozdělení činil jen 0,39 USD na akcii.
Annaly Capital Management (NLY 0.48%) and Starwood Property Trust (STWD +0.12%) are two of the largest real estate investment trusts (REITs) focused on mortgage investments. Annaly is the biggest residential mortgage REIT by market cap, while Starwood is the largest one focused on commercial real estate financing. Both REITs currently offer eye-popping yields: Annaly's is 12.5%, while Starwood's is 11.6%.
Here's a look at which of these high-yielding financial stocks is the safer buy for income-focused investors right now.
Image source: Getty Images.
Finally trending in the right direction Annaly Capital Management currently pays a $0.75 per-share quarterly dividend. The mortgage REIT just increased its payment from $0.70 per share. That payment boost underscores "the strong performance of Annaly's diversified housing finance portfolio and our focus on driving shareholder value," stated CEO David Finkelstein in the press release unveiling the increased payment. It's Annaly's second dividend increase in the last 18 months (it hiked its payout from $0.65 per share to $0.70 per share in early 2025). That reversed a long series of payment cuts over the years.
The REIT's improved earnings are driving the dividend increases. Its earnings available for distribution (EAD) have risen from a low of $0.64 per share in the first quarter of 2024 to its recent level of $0.76 per share. Its current earnings support its recently raised dividend.
Today's Change
(
-0.48
%) $
-0.11
Current Price
$
22.59
Annaly has built a diversified platform that delivers durable cash flows and superior risk-adjusted returns. It invests in Agency MBS (pools of mortgages guaranteed by government agencies), residential credit (non-agency residential mortgages), and mortgage servicing rights (MSR). That diversification gives it the flexibility to capitalize on current market conditions. For example, it allowed its Agency MBS portfolio to decline in the first quarter while investing heavily to grow its residential credit portfolio (up 30%) and MSR portfolio. That positions it for continued EAD growth, putting its payout on a sustainable footing.
A model of income consistency Starwood Property currently pays a quarterly dividend of $0.48 per share. It has never cut its payment in its 17 years as a public company and has maintained its current rate for more than a decade. It's the only mortgage REIT that has never cut its dividend.
Today's Change
(
0.12
%) $
0.02
Current Price
$
16.62
That's the good news. The concern lies in its current coverage ratio. Starwood's distributable earnings were only $0.39 per share last quarter. While that was up from $0.37 per share in the prior quarter, it's still below the dividend. That's due in part to the short-term dilution from its purchase of Fundamental Income Properties for $2.2 billion last year. It took a near-term earnings hit because it wanted to own that platform. Fundamental will provide durable, growing rental income (at the time of the deal, Fundamental's portfolio of net-lease real estate had a 17-year weighted-average lease term and 2.2% average annual rent escalations). That growing rental income will be very accretive to earnings starting next year.
Fundamental Income is part of Starwood's plan to grow its earnings and dividend coverage. It has a clear line of sight to achieve earnings above the current dividend level in the coming quarters. Catalysts include growth from Fundamental Income, reinvesting higher-than-normal cash balances across its businesses, and working through the sales of real estate assets that currently aren't generating income. This visibility into improved earnings drives the REIT's confidence in the dividend.
The current numbers point to Annaly Annaly's growing earnings have enabled the REIT to increase its dividend following a series of prior cuts. It's currently earning more than its dividend level, which should continue for the foreseeable future. Starwood, on the other hand, isn't currently earning enough to cover its dividend. While the REIT has a clear line of sight to earnings above its dividend in the coming quarters, there's always a risk its plan will fail to deliver. Given that, Annaly is currently the safer income play.
Kroger chce zjednodušit ceny a akce, aby byla jeho nabídka pro zákazníky srozumitelnější a podpořila častější návštěvy. Investice do cenovek mají být financovány z úspor, vyjednávání s dodavateli a efektivitou AI.
Key Takeaways Kroger plans to simplify pricing and promotions to make its value proposition easier to understand.KR aims to drive repeat visits with clearer pricing, trusted relationships and a better shopping experience.KR's pricing investments will be funded through cost savings, supplier negotiations and AI efficiencies. The Kroger Co. (KR - Free Report) sees opportunities to strengthen its pricing strategy by making its value proposition simpler and easier for customers to understand. Management acknowledged that promotional offerings have become overly complicated over time, while the company's pricing position has not kept pace where it needed to, highlighting an area of focus for improvement.
The company is focused on strengthening its value proposition by making its pricing more competitive, consistent and easier for customers to understand rather than becoming the lowest-priced retailer. Management believes customers should clearly recognize the value offered when deciding where to shop. The company aims to encourage more frequent customer visits by combining a clear value proposition with a strong shopping experience and trusted customer relationships, reinforcing its long-term competitive positioning.
Kroger plans to transition toward a simpler and more consistent everyday value strategy while continuing to use promotions as an important part of its business. Management emphasized future promotional offerings will be sharper and easier for customers to understand. The company believes achieving this approach will require greater discipline as it works to support and fund a clearer, more straightforward value proposition for customers.
Importantly, the company emphasized that these pricing investments are not a one-time reset but are fully funded through internal cost savings and efficiencies, such as improved supplier negotiations and the application of AI across the business. Overall, a clearer and more transparent pricing strategy should strengthen customer trust, encourage repeat shopping and improve long-term loyalty while reinforcing Kroger’s competitive position in the grocery market.
The Zacks Rundown for KRThe company's shares have lost 6.9% in the past six months compared with the industry’s decline of 3.5%.
Image Source: Zacks Investment Research
From a valuation standpoint, KR trades at a forward price-to-earnings ratio of 10.87, lower than the industry’s average of 33.96. KR currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for KR’s current and next fiscal year earnings implies year-over-year growth of 7.4% and 6.4%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
United Natural Foods Inc. (UNFI - Free Report) distributes natural, organic, specialty, produce, and conventional grocery and non-food products in the United States and Canada. It presently has a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for UNFI’s 2026 sales indicates a decline of 2.1%, and the same for earnings indicates growth of 254.9% from the prior-year reported levels. UNFI delivered a trailing four-quarter earnings surprise of nearly 30%, on average.
Mama’s Creations, Inc. (MAMA - Free Report) , together with its subsidiaries, manufactures and markets fresh deli-prepared foods in the United States. MAMA currently carries a Zacks Rank of 1.
The Zacks Consensus Estimate for MAMA's current fiscal-year sales & earnings implies growth of 30% and 73.3%, respectively, from the year-ago actuals. MAMA delivered a trailing four-quarter negative earnings surprise of 129.2%, on average.
Medifast, Inc. (MED - Free Report) operates as a health and wellness company that provides habit-based and coach-guided lifestyle solutions to address obesity and support a healthy life in the United States. MED currently carries a Zacks Rank of 1.
The Zacks Consensus Estimate for MED's current fiscal-year sales and earnings implies a decline of 25.9% and 140.2%, respectively, from the year-ago actuals. MED delivered a trailing four-quarter negative earnings surprise of 635%, on average.
West Pharmaceutical Services má podle odhadu za 2. čtvrtletí 2026 tržby 836,8 mil. USD a EPS 2,08 USD, tedy meziroční růst o 9,2 % a 13 %. Firma těží ze silné poptávky po biologicích a komponentách pro GLP-1.
Key Takeaways WST is expected to post 9.2% revenue growth and 13% higher EPS in the second quarter.West Pharmaceutical Services may benefit from strong biologics and GLP-1 component demand.WST's margins may gain from favorable product mix, pricing and manufacturing efficiencies. West Pharmaceutical Services (WST - Free Report) is scheduled to release second-quarter 2026 results on July 23, before the opening bell. In the last reported quarter, the company delivered an earnings surprise of 26.79%. WST’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 19.37%.
Q2 EstimatesPer management, the company expects first-quarter revenues to be in the range of $770-$790 million, implying 5-7% organic sales growth. Also, adjusted diluted earnings per share (EPS) are expected to be in the range of $1.65-$1.70.
Currently, the Zacks Consensus Estimate for revenues is pegged at $836.8 million, indicating growth of 9.2% year over year. The consensus mark for earnings is pinned at $2.08 per share, indicating an improvement of 13%.
Our model estimates total revenues to be $832.7 million, implying a 9.8% organic improvement year over year. The adjusted EPS is estimated to be $2.06. While the Proprietary Products segment sales are anticipated to be $680.3 million (organic growth of 11%), West Vantage (formerly Contract Manufacturing) segmental sales are likely to be $152.4 million (organic growth of 5.1%). Operating profit for the Proprietary Products segment is expected to increase 15.8%, while that for the West Vantage segment is projected to decline 4%.
Factors to NoteWest Pharmaceutical Services is expected to have delivered another solid quarterly performance, supported by sustained demand for high-value products (HVP), continued strength in biologics and GLP-1-related components, and favorable product mix. The company's recent commentary suggests that demand across both GLP-1 and non-GLP-1 markets might have remained healthy, aided by increasing biologics adoption, biosimilar launches and Annex 1-related conversions. Management also highlighted improving manufacturing productivity and capacity utilization across its European facilities, which likely supported higher output and operating leverage. Elevated oil, freight and commodity costs may have created some margin headwinds, although pricing actions, operational efficiencies and favorable product mix are expected to have largely offset these pressures.
Within the Proprietary Products segment, HVP Components are likely to have remained the primary growth engine. Demand from GLP-1 therapies should have stayed robust, supported by expanding patient adoption, broader reimbursement, new indications and continued injectable market growth. At the same time, non-GLP-1 HVP Components are expected to have benefited from strong biologics demand, increasing NovaPure adoption, biosimilar commercialization and continued customer migration toward higher-value products under Annex 1 compliance initiatives.
HVP Delivery Devices are also expected to have posted healthy growth, supported by SelfDose and Crystal Zenith, while SmartDose volumes likely remained elevated ahead of the planned divestiture. Standard Products, however, may have recorded only modest growth as ongoing customer conversions toward HVP Components continued to weigh on legacy product volumes.
West Vantage is expected to have delivered steady growth, supported by increasing demand for drug-handling services and self-injection devices used in obesity and diabetes therapies. However, the ongoing transition from the continuous glucose monitoring contract may have partially offset the benefit.
Earnings are likely to have benefited from favorable HVP mix, manufacturing efficiencies and pricing discipline. Continued operating leverage and disciplined capital spending should have supported earnings growth despite inflationary cost pressures, positioning the company for another quarter of healthy margin expansion and solid EPS performance.
Earnings Beat LikelyOur proven model predicts an earnings beat for WST this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate (earnings of $2.09 per share) and the Zacks Consensus Estimate, is +0.66%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Zacks Rank: The company sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks Worth a LookHere are some other medical product stocks worth considering, as these too have the right combination of elements to post an earnings beat this reporting cycle.
Henry Schein (HSIC - Free Report) has an Earnings ESP of +0.41% and a Zacks Rank #2 at present.
HSIC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.74%. The Zacks Consensus Estimate for HSIC’s second-quarter EPS indicates an improvement of 10.9% from the year-ago reported figure.
Alcon (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank of 2 at present. The company is set to release second-quarter 2026 results on August 10.
ALC’s earnings surpassed estimates in three of the trailing four quarters and missed once, with the average surprise being 3.66%. The Zacks Consensus Estimate for ALC’s second-quarter EPS implies an improvement of 1.3% from the year-ago reported figure.
Cardinal Health (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank of 2 at present. The company is slated to release fourth-quarter fiscal 2026 results on Aug 11.
CAH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 10.27%. The Zacks Consensus Estimate for CAH’s fourth-quarter EPS reflects a gain 16.4% from the year-ago reported figure.
Na Lucid Group byla podána kolektivní žaloba kvůli údajným zavádějícím prohlášením o výrobě a dodávkách, zejména po narušení dodávek Lucid Gravity. Firma později přiznala, že ve 1. čtvrtletí vyrobila 5 500 vozů, ale dodala jen 3 093.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Lucid Group, Inc. (“Lucid” or the “Company”) (NASDAQ: LCID) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-05128, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 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 Lucid securities during the Class Period, you have until July 28, 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]
Lucid is a technology company that designs, develops, manufactures, and sells electric vehicles, EV powertrains, and battery systems. The Company’s products include, inter alia, the “Lucid Air” sedan and “Lucid Gravity” sport utility vehicle.
At all relevant times, Defendants touted purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations. In particular, beginning in late-February 2026, Defendants represented that, in fiscal year (“FY”) 2025, they had implemented sustainable improvements in these areas, including with respect to the production and ramp-up of deliveries of the Lucid Gravity. Defendants likewise asserted that these improvements would lead to profitable growth and performance efficiencies in FY 2026. Unbeknownst to investors, however, Lucid’s performance was materially hampered by significant supplier and delivery issues in February 2026, putting the Company on track for dismal, rather than improved, performance in its first quarter (“Q1”) of 2026.
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) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results; (iii) accordingly, the Defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on April 3, 2026, when Lucid issued a press release “announc[ing its Q1 2026] production and delivery totals[.]” Lucid revealed that it had “produced 5,500 vehicles” during Q1 2026, while only “deliver[ing] 3,093 vehicles.” The press release further disclosed that, “[d]uring the quarter, deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats” and, “[a]s a result of this, the company’s ability to meet customer demand was impacted.”
The same day, Reuters published an article entitled “Lucid misses first-quarter vehicle delivery estimates on supplier disruptions”. The article provided additional color and comments from Defendant Marc Winterhoff (“Winterhoff”), the Company’s Interim Chief Executive Officer (“CEO”), regarding Lucid’s disappointing Q1 2026 delivery results—most notably that deliveries were particularly impacted over a month earlier in February 2026, when Lucid paused to reverse an unauthorized supplier change and inspect vehicles already produced.
The next trading day, April 6, 2026, 24/7 Wall St. published an article entitled “Lucid Faces Biggest Disaster Ever”, which described the number of vehicles that Lucid delivered in Q1 2026 as “remarkably small”, stating that Lucid “cannot sell fewer than 4,000 vehicles and even pretend this is sustainable.”
Following the foregoing news and disclosures, Lucid’s stock price fell $1.13 per share, or 11.35%, over the following two trading sessions, to close at $8.83 per share on April 7, 2026.
On April 14, 2026, Lucid filed a current report on Form 8-K with the United States Securities and Exchange Commission (“U.S.”), reporting, inter alia, its preliminary Q1 2026 financial results, including revenue in the range of $280 million to $284 million—well below the consensus estimate of $433.8 million—and losses from operations in the range of $985 million to $1.005 billion.
The same day, Lucid issued a press release revealing its plans for a $1.05 billion capital raise, including a $300 million public stock offering.
Following these disclosures, Lucid’s stock price fell $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.
Then, on May 5, 2026, Lucid issued a press release reporting its Q1 2026 financial results, including GAAP earnings per share of -$3.46, missing consensus estimates by $0.83, a net loss of over $1 billion, and revenue of $282.47 million, missing consensus estimates by $76.04 million. Defendant Winterhoff, as quoted in the press release, acknowledged that the previously disclosed “supplier issue . . . during the quarter had an impact,” and the need to “align[] production and delivery with customer demand.” Lucid’s Chief Financial Officer, Defendant Taoufiq Boussaid, as quoted in the same press release, likewise acknowledged that “[w]e ended the quarter with elevated inventory that we expect to convert to revenue and cash as deliveries normalize[.]”
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.
The prevailing narrative says the consumer, squeezed by inflation, higher gas prices and a steady sense of uncertainty, is ready to pull back. Synchrony’s second-quarter results point in a more optimistic direction. People are still using their cards, and much of the growth is coming from how often they spend rather than from bigger individual purchases.
The results, reported Tuesday (July 21), put purchase volume at $49.8 billion, up 8% from $46.1 billion a year earlier. Average active accounts were roughly flat at 68.3 million, compared with 68.1 million a year ago. Co-branded cards did much of the work, accounting for $25.8 billion of purchase volume, a 23% increase.
Those figures describe a consumer that Brian Wenzel, executive vice president and chief financial officer at Synchrony, described in an interview with PYMNTS CEO Karen Webster as more durable than sentiment measures might suggest.
“There’s this perception given gas prices and inflation that the consumer is going to bend or come under a lot of duress,” Wenzel said. “Sales accelerated, even though gas prices are up, inflation was up, but [consumers] continue to spend,” and they continue to spend in discretionary categories, he added.
The company’s data support that view. Discretionary spending as a share of out-of-partner co-branded spend held relatively steady through the first half of the year across super-prime, prime and non-prime customers.
Asked whether that reflected broad consumer health or simply a shift in Synchrony’s portfolio toward prime and super-prime borrowers, Wenzel said mix plays a role, though not in the way conventional assumptions might suggest. “Our non-prime is down 130 basis points quarter on quarter. So yes, mix does help,” he said. “But when you look at that non-prime category, we still see resiliency.” The more noticeable softness, he noted, is among middle-prime consumers, who may be seeing less wage growth while facing affordability pressures.
On whether shoppers are buying more or simply paying more for a bigger basket, Wenzel said the answer came down to frequency rather than ticket size. Average transaction values were down on a reported basis because of portfolio mix, he said, and would have risen just under 2% excluding that effect. Transaction frequency, by contrast, was up roughly 6% to 9%.
“So, really, the consumers that we see are engaging and spending more on a frequent basis,” he said.
The strength was broad based across Synchrony’s businesses. Diversified & Value rose 12% to $17.2 billion, Digital increased 9% to $14.9 billion, Home & Auto advanced 6% to $12.1 billion, Lifestyle gained 6% to $1.5 billion and Health & Wellness increased 2% to $4.1 billion.
Credit Holds as Walmart Adds Volume The growth in spending has not, so far, come at the expense of credit quality. The net charge-off rate was 5.43%, down from 5.70% a year earlier. The 30-plus-day delinquency rate stood at 4.16%, and 90-plus-day delinquencies were 2.01%. The allowance for credit losses eased to 10.09% of period-end loan receivables.
Wenzel credited underwriting changes made in 2023 and 2024, along with a shift in how customers pay. More have enrolled in autopay, he said, and Synchrony has used pre-collection outreach to contact higher-risk customers before their accounts move further into delinquency.
On the analyst call, Synchrony reported a 17% payment rate, roughly 70 basis points above the prior year and about 170 basis points above the 2015 to 2019 pre-pandemic average. The company attributed the difference largely to new portfolios, product-mix shifts and prior credit actions.
The rising payment rate cuts both ways. It signals a healthy consumer, but a faster pace of repayment is not necessarily good for the balance sheet. More than half of the recent increase came from new programs including Walmart and Lowe’s, Wenzel said, with lower promotional balances adding to it. Together, those effects accounted for about 85% of the payment rate increase.
Walmart’s OnePay relationship is also beginning to shape Synchrony’s transaction mix. Wenzel described it as a three-party relationship among Synchrony, OnePay and Walmart, with early adoption concentrated among Walmart+ customers. “The value proposition really resonates with the Walmart+ customer. So we see high engagement with those,” he said. “And those folks are buying more than groceries.”
A Measured Take on AI Synchrony is also exploring where artificial intelligence can improve distribution and productivity, though Wenzel was more measured than much of the rhetoric surrounding the technology. He sees opportunities in commerce and internal productivity, he said, but noted that “the curve of delivering that productivity is slower than people thought.” He also pointed to token, credit and licensing costs as something to watch as providers seek returns on heavy AI investment.
Looking ahead, Synchrony’s earnings call commentary and investor materials indicate the company expects strong purchase-volume growth to continue through 2026, receivables growth to accelerate in the second half, and the full-year net charge-off rate to hold in a range of 5.5% to 6%, and perhaps below that level.
For now, Wenzel said, Synchrony is not seeing the pullback that might be expected from consumers worried about employment or household finances. “We don’t see that fear in folks,” he said, adding that “they’re continuing to spend and [are] confident.”
Dollar Tree v letošním fiskálním roce zavře přibližně 75 prodejen, i když dál rozšiřuje síť. Ve čtvrtletí otevřel 113 nových obchodů a výnosy stouply o 7,2 % na 5 miliard USD.
Store closures have become a common story in 2026. While food and restaurant chains like Five Guys, Pizza Hut, and Papa John’s tend to grab most of the headlines, this year has also seen closures from retail shopping brands like H&M and Glossier.
And now, another retailer is joining that list. Discount chain Dollar Tree Inc. has announced that it plans to close around 75 stores, even as it grows its overall footprint. Here’s what you need to know.
Dollar Tree to shutter 75 locationsDollar Tree is celebrating its 40th anniversary this year. But unfortunately, its 40th will also be marked by store closures.
On May 28, Dollar Tree reported its first-quarter fiscal 2026 results, which ended on May 2. Overall, those results were healthy. The chain reported net sales of $5 billion, an increase of 7.2% over the same quarter a year earlier. Its adjusted diluted earnings per share (EPS) also grew 38.1% to $1.74.
Subscribe to the Daily newsletter.Fast Company's trending stories delivered to you every day
During the same quarter, the company also opened 113 new Dollar Tree stores, bringing its total to 9,382 stores across the U.S. and Canada.
However, the company also announced that it would be closing some locations in fiscal 2026, which ends in January. Specifically, Dollar Tree said it will close approximately 75 locations during its current fiscal year.
While that number seems high, it represents less than 1% of all Dollar Tree stores.
Na společnost Hub Group byla podána hromadná žaloba kvůli údajným účetním nesrovnalostem v letech 2023, 2024 a v prvních třech čtvrtletích roku 2025. Investoři mají čas do 28. srpna 2026 na podání žádosti o jmenování hlavním žalobcem.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG). Such investors are advised to 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.
The class action concerns whether Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On February 5, 2026, Hub Group announced that the Company’s financial statements for the first three quarters of 2025 should not be relied upon due to “an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025.” The Company revealed that its reports for those quarters “were in each case materially misstated due to the aforementioned error and should no longer be relied upon” and that “the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps.” The Company also estimated that “[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million.” As such, Hub Group stated that it “plans to restate its financial statements for the first, second and third quarters of 2025.”
On this news, Hub Group’s stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026.
Then, on May 12, 2026, Hub Group announced that it had “identified certain transactions that were prematurely or incorrectly recognized or not adequately supported,” causing its 2023 and 2024 annual reports filed with the SEC to be “materially misstated,” such that they “should no longer be relied upon.” The Company did not quantify the expected misstatement, although it “expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023.”
On this news, Hub Group’s stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 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.
Na společnost Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolné opravy zdravotnických pomůcek Omnipod 5.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation (“Insulet” or the “Company”) (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 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 Insulet securities during the Class Period, you have until August 31, 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]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States (“U.S.”) and internationally.
The Company offers, inter alia, its “Omnipod 5” automated insulin delivery (“AID”) system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; and its “Omnipod Dash”, which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet’s manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring.”
On this news, Insulet’s stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the “initat[ion]” of another “voluntary Medical Device Correction”, this time “for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.”
On this news, Insulet’s stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 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 billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Acadia získala od FDA status Fast Track pro remlifanserin na halucinace a bludy spojené s psychózou při Alzheimerově chorobě. Topline data z fáze II čeká mezi zářím a říjnem 2026.
Key Takeaways Acadia received FDA Fast Track designation for remlifanserin in Alzheimer's disease psychosis. ACAD expects phase II top-line data between September and October 2026 as phase III enrollment continues. Acadia expects Nuplazid and Daybue combined net sales of about $1.7 billion by 2028. Acadia Pharmaceuticals (ACAD - Free Report) announced that the FDA has granted Fast Track designation to its investigational, highly selective, 5-HT2A receptor inverse agonist, remlifanserin, for the treatment of hallucinations and delusions associated with Alzheimer’s disease psychosis (ADP).
The FDA’s Fast Track designation is intended to expedite the development and review of drugs that treat serious conditions and fulfill unmet medical needs to get important new drugs to patients earlier. It offers benefits, such as more frequent FDA interactions, rolling submission of marketing applications and potential eligibility for Priority Review if certain conditions are met.
According to Acadia, there are currently no FDA-approved therapies for treating ADP.
More on ACAD’s RemlifanserinClinical Development ProgramAcadia is currently evaluating the safety and efficacy of remlifanserin in the RADIANT development program for the treatment of hallucinations and delusions associated with ADP. The company has completed enrollment in the phase II portion of the program and now expects to report top-line results between September and October 2026. Meanwhile, in line with the RADIANT program's seamless operational design, screening and patient enrollment are already underway for the phase III studies. In 2025, ACAD initiated another phase II study of remlifanserin for a second indication – Lewy Body Dementia with Psychosis.
Year to date, ACAD shares have lost 6% against the industry’s 2.4% growth.
Image Source: Zacks Investment Research
Apart from remlifanserin, Acadia’s clinical pipeline comprises several other candidates. The company, in partnership with Saniona, is gearing up to initiate a mid-stage study of ACP-711 for essential tremor in late 2026. In late 2025, ACAD initiated a mid-stage study of ACP-211 for the treatment of major depressive disorder. A first-in-human study of ACP-271 in healthy volunteers was also initiated in the first quarter of 2026.
ACAD's Marketed Drugs Expected to Aid GrowthAcadia’s long-term growth is supported by its lead product, Nuplazid and Daybue, in the United States. The company expects to generate around $1.7 billion in combined net sales by 2028, including $1 billion for Nuplazid and $700 million for Daybue.
Nuplazid is the first and only FDA-approved treatment for hallucinations and delusions associated with Parkinson’s disease psychosis in the United States. The drug enjoys patent protection in the United States until 2038, giving it a long runway for revenue generation by protecting against generic erosion. In the first quarter of 2026, Nuplazid recorded $167 million in sales, up 5% year over year, driven primarily by volume growth.
Since its U.S. launch in 2023 as the first and only treatment for Rett syndrome in adults and pediatric patients aged two years and older, Daybue has witnessed encouraging sales uptake. In the first quarter of 2026, Daybue recorded $101 million in sales, up 20% year over year, driven by growth in the drug’s unit sales as Acadia shipped it to more unique patients. A similar filing is also currently under regulatory review in the EU. A potential nod could further boost sales. Daybue is also marketed (and available) in Canada and Israel for the same indication.
In late 2025, the FDA approved Daybue Stix (trofinetide), a dye- and preservative-free powder formulation for the treatment of Rett syndrome in adults and pediatric patients aged two years and older. The new product expands the Daybue franchise, which remains the only FDA-approved treatment option for this indication.
Daybue Stix is now broadly available in the United States. The company will continue to offer the current oral solution alongside the new formulation, strengthening its positioning in the Rett syndrome treatment market.
ACAD's Zacks Rank & Stocks to ConsiderAcadia currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Neurocrine Biosciences (NBIX - Free Report) , Amarin Corporation (AMRN - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Neurocrine Biosciences’ 2026 earnings per share have risen from $9.15 to $9.44. Over the same period, EPS estimates for 2027 have increased from $10.23 to $10.79. NBIX shares have gained 22% year to date.
Neurocrine Biosciences’ earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 9.08%.
Over the past 60 days, loss per share estimates for Amarin have narrowed from $6.36 to 65 cents for 2026. Over the same period, estimates for loss per share have also narrowed from $4.64 to 51 cents for 2027. AMRN shares have lost 2.5% year to date.
Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 50.02%.
Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $2.97. Over the same period, EPS estimates for 2027 have risen to $4.92 from $4.81. LQDA shares have soared 123.5% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 54.40%.
Comfort Systems čeká ve 2. čtvrtletí růst EPS o 59 % na 10,38 USD a tržeb o 35,4 % na 2,94 mld. USD. Tahounem má být rekordní backlog a silná poptávka po datových centrech.
Key Takeaways Comfort Systems' Q2 EPS is estimated to rise 59%, while revenues are projected to grow 35.4%.FIX's record backlog and data-center demand likely supported mechanical and electrical segment growth.Comfort Systems' margins likely benefited from project selection, pricing discipline and operating leverage. Comfort Systems USA, Inc. (FIX - Free Report) is slated to report its second-quarter 2026 results on July 23, after market close.
In the last reported quarter, the company’s earnings and revenues topped the Zacks Consensus Estimate by 46.2% and 18.1%, respectively. Adjusted earnings per share (EPS) of $10.51 grew a whopping 121.3% from $4.75 reported in the year-ago quarter. Revenues of $2.87 billion also increased 56.8% on a year-over-year basis.
FIX’s earnings topped the consensus mark in each of the trailing four quarters. The average surprise is shown in the chart below.
Image Source: Zacks Investment Research
How Are Estimates Placed for FIX Stock?The Zacks Consensus Estimate for second-quarter EPS has increased to $10.38 from $10.30 over the past 60 days. The estimate indicates 59% growth from the year-ago EPS of $6.53. The consensus mark for revenues is pegged at $2.94 billion, indicating a 35.4% year-over-year increase.
For 2025, Comfort Systems is expected to register a 30.6% increase from a year ago in revenues. Its EPS is expected to grow 49.2% from a year ago. Below is what to expect from the FIX stock.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
Factors Likely to Have Defined FIX’s Q2 PerformanceStrong Backlog Likely Supported Revenues: Comfort Systems’ second-quarter 2026 revenues are expected to have remained robust, supported by continued execution of its record backlog and sustained demand from technology customers. Management indicated that data centers continue to dominate the company’s pipeline and backlog, providing strong revenue visibility entering the quarter. Demand from semiconductor manufacturing, industrial projects, healthcare, education and government markets is also likely to have supported project activity. The company’s nationwide footprint, expanding modular capabilities and strong execution across mechanical and electrical operations are expected to have further aided revenue conversion.
Segment-Wise: Comfort Systems operates through two main segments — Mechanical and Electrical. For second-quarter 2026, Comfort Systems’ Mechanical segment (which accounted for 73.3% of total revenues in 2025) is expected to have benefited from healthy demand for HVAC, piping, modular fabrication and process systems tied to data centers and advanced manufacturing projects. Continued investment in modular production capacity likely supported project execution. The Zacks Consensus Estimate for the segment’s revenues is currently pegged at $2.12 billion for the second quarter, up from $1.64 billion reported a year ago.
The Electrical segment (26.7%) is also expected to have delivered strong growth, driven by demand for power distribution and controls work associated with hyperscale data centers and other mission-critical facilities. The recently announced electrical acquisition is unlikely to have materially affected second-quarter results but should strengthen the business over time. The Zacks Consensus Estimate for the segment’s revenues is currently pegged at $800 million for the second quarter, up from $534.6 million reported a year ago.
Margins Likely Healthy: Margins are expected to have remained healthy in the second quarter. Management expects gross margins to stay within the strong ranges achieved in recent quarters, supported by disciplined project selection, favorable project execution, pricing discipline and operating leverage. Continued investments in modular manufacturing should enhance long-term efficiency, though labor availability remains the company's primary operational constraint rather than demand.
Overall, management did not issue specific second-quarter guidance but expressed confidence in the business outlook. It continues to expect full-year 2026 same-store revenue growth in the mid- to high-20% range, supported by persistent customer demand, strong bookings, expanding modular capacity and record backlog.
What the Zacks Model Says for FIX StockOur proven model does not conclusively predict an earnings beat for Comfort Systems this time around. A 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. This is not the case here.
FIX’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
FIX’s Zacks Rank: The company currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
FIX Stock’s Price PerformanceFIX stock has surged 83.4% year to date (YTD), outperforming the Zacks Building Products - Air Conditioner and Heating industry, the Construction sector and the S&P 500 Index.
FIX Stock’s Price Performance (YTD)
Image Source: Zacks Investment Research
Comfort Systems sits at a critical execution layer of the AI-driven data center and technology infrastructure boom, competing with Quanta Services, Inc. (PWR - Free Report) , Carrier Global Corp. (CARR - Free Report) and EMCOR Group, Inc. (EME - Free Report) across distinct but overlapping segments. So far this year, FIX has also outperformed these market players, of which Quanta and Carrier Global have gained 49.9% and 26.8%, respectively, while EMCOR has gained 21.6%. It has also comfortably exceeded the gains of these major peers, suggesting investors’ continued reward for Comfort Systems for its strong exposure to high-growth end markets, particularly AI data centers, advanced manufacturing and mission-critical infrastructure.
FIX’s Valuation TrendFIX stock is currently trading at a premium compared with the industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 35.28, as evidenced by the chart below.
FIX’s Valuation vs Industry (P/E F12M)
Image Source: Zacks Investment Research
At 35.28x forward 12-month earnings, FIX trades above Carrier Global (22.42X) and EMCOR (23.74X), indicating investors are willing to pay a higher multiple for its superior growth outlook and execution. However, it is not the most expensive stock among the peer group, as Quanta commands an even richer multiple of 41.1X.
ConclusionDespite its premium valuation, Comfort Systems appears well positioned heading into its second-quarter results. The company continues to benefit from record backlog, robust demand from AI data centers, semiconductor and mission-critical infrastructure projects, healthy margins and favorable earnings estimate revisions. Its expanding modular manufacturing capabilities, disciplined project selection and strong same-store revenue growth outlook further reinforce confidence in its long-term growth trajectory. The company's industry-leading execution has also translated into significant stock outperformance versus both peers and the broader market, making FIX a stock investors should continue holding ahead of its second-quarter 2026 earnings release.
Lamb Weston má podle odhadů vykázat růst tržeb na 1,7 miliardy USD díky silnější Severní Americe. Hrubá marže ale má ve 4. fiskálním čtvrtletí klesnout o 210 bazických bodů na 18,4 %.
Key Takeaways Lamb Weston's quarterly revenues are likely to rise, supported by North America growth.Customer wins, market-share gains and an extra selling week are likely to lift North America volumes. Unfavorable price/mix and international weakness are likely to continue pressuring margins. Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 24. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating an increase of 1.5% from the prior-year quarter’s reported figure.
The consensus mark for earnings has risen by a penny over the past 30 days to 62 cents a share, which suggests a decline of 28.7% from the figure reported in the year-ago period. LW has a trailing four-quarter surprise of 23.5%, on average.
Factors Likely to Influence LW’s Upcoming ResultsLamb Weston’s North America business is likely to have remained a key growth driver in the fiscal fourth quarter. Customer wins, market-share gains and strong retention, supported by a streamlined commercial strategy and deeper customer relationships, are expected to have aided volumes. Management projected high-single-digit North America volume growth for the second half of fiscal 2026, with the fourth quarter also benefiting from an additional selling week. Our model suggests a fourth-quarter volume increase of 4% for the North America segment.
The company’s Focus to Win strategy is also expected to have supported quarterly performance. Structural cost reductions, improving manufacturing productivity and disciplined capital deployment may have helped cushion inflationary and pricing pressures. Management noted that fiscal 2026 savings were running ahead of plan, while better operating efficiencies in North America are likely to have provided additional support.
Lamb Weston raised the lower end of its fiscal 2026 sales guidance to $6.45 billion, retained the upper end at $6.55 billion and narrowed its adjusted EBITDA outlook from $1-$1.2 billion to $1.08-$1.14 billion. The updated outlook, which incorporates favorable currency translation, an additional selling week, and anticipated tariff and Middle East-related impacts, signals management’s confidence heading into the fiscal fourth quarter.
However, price/mix is likely to have remained unfavorable despite expectations for pricing pressure to moderate following a March price increase. Continued customer trade support, value-oriented mix shifts, weak international traffic, excess European capacity and Middle East disruptions may have weighed on margins. We expect the adjusted gross margin to contract 210 basis points to 18.4% in the fourth quarter.
Earnings Whispers for LWOur proven model predicts an earnings beat for Lamb Weston 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, which is exactly the case here.
Lamb Weston currently carries a Zacks Rank #3 and has an Earnings ESP of +3.56%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With the Favorable CombinationHere are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.
Archer-Daniels-Midland Company (ADM - Free Report) currently has an Earnings ESP of +12.50% and a Zacks Rank of 2. The consensus estimate for ADM’s quarterly revenues is pinned at $22.4 billion, which calls for 5.7% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Archer-Daniels’ upcoming quarter’s EPS is pegged at $1.28, which implies a 37.6% rise year over year. ADM delivered a trailing four-quarter earnings surprise of 5.4%, on average.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +2.70% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.2 billion. The figure implies a 1.7% increase from the prior-year quarter.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $2.00, indicating a 4.2% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.45% and a Zacks Rank of 3. The consensus estimate for Monster Beverage’s quarterly revenues is pinned at $2.4 billion, which suggests 14.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 59 cents, which suggests a 13.5% jump year over year. MNST delivered a trailing four-quarter earnings surprise of 9.6%, on average.
Comcast má 23. července oznámit výsledky za 2. čtvrtletí 2026; konsensus čeká EPS 97 centů, meziročně o 22,4 % méně, a tržby 29,17 miliardy USD, o 3,75 % méně.
Key Takeaways CMCSA's Q2 outlook reflects fragile momentum as EPS and revenue are expected to decline year over year.CMCSA faces broadband losses, ARPU headwinds and intense fiber and fixed wireless competition.Peacock, media and theme parks face streaming costs, sports timing and travel headwinds. Comcast (CMCSA - Free Report) is scheduled to report its second-quarter 2026 results on July 23.
The Zacks Consensus Estimate for second-quarter earnings is pegged at 97 cents per share, down by a penny over the past 30 days. The figure indicates a 22.4% decrease from the year-ago quarter’s reported figure.
The consensus mark for revenues is pegged at $29.17 billion, indicating a 3.75% decrease from the year-ago quarter’s reported figure.
CMCSA’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 7.22%.
Let us see how things are shaping up for the upcoming announcement.
Factors to ConsiderComcast is expected to have entered the second quarter of 2026 with operating momentum remaining fragile, reflecting a continuation of pressures signaled following the first quarter print. In Connectivity & Platforms, broadband performance likely stayed under strain as fiber overbuild and fixed wireless competition intensified, and satellite entrants added incremental promotional pressure. Broadband ARPU is expected to have remained under incremental pressure through the second quarter before meaningful relief materializes later in the year, reflecting the absence of a rate increase, continued migration to simplified pricing and the dilutive impact of free wireless line adoption. These dynamics are expected to have kept segment EBITDA growth constrained even as connect volumes and voluntary churn showed tentative stabilization, with elevated marketing spend tied to the go-to-market pivot likely weighing on margins.
Wireless growth likely remained comparatively resilient but is expected to have offered limited near-term financial benefit, as a large share of free line additions had not yet converted to paying relationships. Business Services growth is likely to have moderated modestly amid persistent small business competitive intensity.
Within Content & Experiences, the absence of a comparable sports calendar following the dense first quarter is expected to have weighed on Media segment advertising and distribution growth sequentially. Peacock profitability progress remains uncertain given continued exposure to NBA rights amortization and an intensely competitive streaming landscape. Theme Parks results are expected to have faced continued international headwinds, with softer China-related inbound travel trends pressuring Osaka attendance and a challenging macroeconomic backdrop weighing on Beijing.
What Our Model SaysAccording to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
Comcast currently has an Earnings ESP of +2.29% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Amphenol shares have gained 11.9% year to date. Amphenol is scheduled to report its second-quarter 2026 results on July 29.
ASE Technology (ASX - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #1.
ASE Technology shares have surged 138.6% year to date. ASE Technology is set to report its second-quarter 2026 results on July 30.
Fortive (FTV - Free Report) has an Earnings ESP of +2.82% and a Zacks Rank #2 at present.
Fortive shares have gained 11.9% in the year-to-date period. Fortive is set to report second-quarter 2026 results on July 29.
GE HealthCare představila MIM Anyware, webovou platformu pro bezpečný vzdálený přístup k obrazovým datům bez lokální instalace softwaru. Cílí na spolupráci v reálném čase napříč onkologií a plánováním léčby.
Key Takeaways GEHC's MIM Anyware enables secure, browser-based access to imaging data without local software installation.The platform supports real-time collaboration across oncology workflows, referrals and treatment planning.GE HealthCare also enhanced MIM Maestro and Contour ProtegeAI 2.0 with dose and AI tools. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced the launch of MIM Anyware, a web-based remote access platform designed to provide secure, healthcare system-controlled access to imaging data and the company's MIM software portfolio. The platform gives authorized users access to MIM software applications from virtually any location through a web browser without needing local software installation. The platform aims to improve collaboration, streamline imaging workflows and support faster clinical decision-making.
Per management, research has demonstrated that effective collaboration among multidisciplinary teams is essential to deliver coordinated, patient-centered care. MIM Anyware was developed to transform how clinicians interact with medical imaging data in virtual settings. By providing secure browser-based access to imaging data and MIM's advanced analysis tools, the platform is intended to help clinicians to focus more on patient care.
Likely Trend of GEHC Stock Following the NewsFollowing the announcement, GEHC shares dropped 0.4% at yesterday’s close. Year to date, the stock has lost 23.4% compared with the industry’s 21.1% decline. However, the S&P 500 has risen 8.7% in the same timeframe.
GE HealthCare's launch of MIM Anyware is expected to strengthen its position in the cloud medical imaging platform market by expanding secure, browser-based access to imaging data and enabling real-time clinical collaboration across care teams. The platform's support for remote workflows, oncology applications and vendor-neutral interoperability aligns with the growing demand for cloud-enabled imaging solutions. This innovation is likely to increase customer adoption of GE HealthCare's portfolio of MIM software solutions.
GEHC currently has a market capitalization of $28.69 billion.
Image Source: Zacks Investment Research
More on MIM AnywareAs healthcare providers manage large volumes of complex imaging data, traditional remote access solutions often struggle with siloed workstations, IT infrastructure requirements and compatibility with modern imaging environments. MIM Anyware overcomes these challenges by ensuring secure, high-performance remote access for physicians, physicists, dosimetrists and other clinicians to work together within the same MIM session. Teams can collaboratively review image registrations, perform routine clinical processing, deploy workflows and evaluate dose information in real time while improving cross-functional collaboration and workflow efficiency.
The platform is much more valuable in cancer care, where treatment planning requires coordination among multidisciplinary teams. MIM Anyware supports radiation oncology workflows by facilitating consultations, referrals, tumor board discussions, clinician education and collaborative treatment planning.
Alongside MIM Anyware, GEHC continues to improve its MIM software portfolio with solutions such as MIM Maestro and MIM Contour ProtégéAI+ 2.0. MIM Maestro now features a reirradiation and composite dose assessment workflow that allows visualization of prior treatment doses on current anatomy, accounts for radiobiological effects and evaluates multiple treatment strategies using rigid or deformable image registration within a unified workflow.
Meanwhile, MIM Contour ProtégéAI+ 2.0 expands the company's AI-powered auto-contouring capabilities with new Magnetic Resonance Brain models and an enhanced Computed Tomography Male Pelvis model, improving contouring accuracy across key anatomical regions.
Together, the vendor-neutral MIM software portfolio supports clinical applications across radiation oncology, radiology, nuclear medicine, theranostics, interventional radiology and urology.
Industry Prospects Favoring the MarketGoing by the data provided by Research and Markets, the cloud medical imaging platform market was valued at $3.59 billion in 2025 and is projected to grow from $4.2 billion in 2026 to $7.86 billion by 2030, at a CAGR of 16.9% from 2026 to 2030.
Factors like growing implementation of AI-enabled imaging tools, increasing migration toward hybrid cloud deployment models, rising demand for multi-facility image sharing and collaboration, expansion of healthcare digitalization initiatives in emerging economies and increasing focus on workflow automation in radiology departments are boosting the market’s growth.
Other NewsRecently, GEHC announced a new research collaboration with Mayo Clinic to advance personalized cancer treatment through the MI-BET (Molecular Imaging Biomarker-Based End of Therapy Trial) study. The initiative will evaluate whether imaging, blood-based biomarkers and clinical data can help tailor radioligand therapy for patients with advanced prostate cancer, supporting more adaptive treatment decisions and expanding the use of theranostics.
GEHC’s Zacks Rank & Key PicksCurrently, GEHC has a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) .
West Pharmaceutical, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
West Pharmaceutical has an estimated long-term earnings growth rate of 14.4%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
Intuitive Surgical, currently carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $2.80, which beat the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion surpassed the Zacks Consensus Estimate by 3.1%.
Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.5%.
Cardinal Health, currently carrying a Zacks Rank #2, reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.
Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%.
Steven Madden zvýšil výhled růstu tržeb pro fiskální rok 2026 na 10–12 % a nově uvedl upravený EPS 2,00–2,10 USD. Tržby DTC vyskočily o 83,8 % na 206 milionů USD.
Key Takeaways Steven Madden raised fiscal 2026 revenue growth guidance to 10-12% and introduced adjusted EPS guidance.SHOO's DTC revenues jumped 83.8%, with 8% growth excluding Kurt Geiger and 17% U.S. comparable sales.Kurt Geiger posted 23% pro forma revenue growth and expanded with new U.S. stores and an India agreement. Steven Madden, Ltd. (SHOO - Free Report) continues to strengthen its growth profile through robust direct-to-consumer (DTC) performance and the continued success of the Kurt Geiger brand. In the first quarter of 2026, the company delivered healthy consumer demand across its portfolio, with strong execution in product innovation and marketing helping offset ongoing softness in its private-label business. Management believes these strengths position the company for improved earnings and sustainable long-term growth.
Steven Madden's DTC business posted another strong quarter. Revenues increased 83.8% year over year to $206 million, primarily reflecting the addition of Kurt Geiger. Excluding the acquisition, DTC revenues still rose 8%, driven by growth across both brick-and-mortar stores and e-commerce. The Steven Madden brand delivered a 17% increase in U.S. comparable sales, supported by exceptional performance in full-price channels. Global DTC comparable sales increased 6%, or by 10% excluding stores in the Middle East. Management also highlighted reduced promotional activity, improving outlet performance and stronger customer engagement as positive trends during the quarter.
The company's product and marketing strategy continued to support DTC momentum. The Steven Madden brand gained traction across casual shoes, dress shoes and boots, benefiting from consumer interest in split toes, mesh, ballet-inspired styles, hidden wedges and Velcro designs. The "Hello Spring" campaign featuring Delilah Belle, combined with a full-funnel marketing approach, boosted customer acquisition and increased online searches for the Steven Madden brand by 27% during the quarter. Management reiterated its expectation for mid- to high-single-digit revenue growth for the Steven Madden brand in fiscal 2026.
Kurt Geiger exceeded expectations during the quarter. The brand generated 23% pro forma revenue growth, driven by continued strength in handbags, footwear and digital channels. Steven Madden secured leases for four new full-price stores and one premium outlet in the United States during 2026 while signing a franchise and distribution agreement with Reliance Brands to launch Kurt Geiger in India beginning in the fourth quarter. Reflecting the brand's strong momentum, management raised its full-year expectation for Kurt Geiger to deliver mid-teens pro forma revenue growth.
Encouraged by strong trends across its key brands, Steven Madden raised its fiscal 2026 revenue growth guidance to 10-12% from the prior 9-11% range and introduced adjusted earnings per share guidance of $2.00-$2.10. Management expects the combination of strong DTC demand, Kurt Geiger's continued expansion and healthy momentum across its branded portfolio to support strong top and bottom-line growth for the remainder of fiscal 2026.
SHOO’s Price Performance, Valuation & EstimatesShares of the company have risen 69.7% over the past year against the industry’s 34% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, Steven Madden is trading at a trailing 12-month price-to-sales ratio of 1.18, down from the industry average of 1.33.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Steven Madden’s 2026 earnings implies year-over-year growth of 22.9%, whereas the same for 2027 indicates an uptick of 33.8%. Estimates for 2026 and 2027 have been revised upward by 3 cents and 16 cents, respectively, over the past 60 days.
Image Source: Zacks Investment Research
SHOO’s Zacks Rank & Other Key PicksSteven Madden currently sports a Zacks Rank #1 (Strong Buy).
Genesco Inc. (GCO - Free Report) is a Nashville-based specialty retailer and branded company. It sells footwear and accessories through retail stores. The company flaunts a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.
Designer Brands Inc. (DBI - Free Report) designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #1.
The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%.
Tapestry, Inc. (TPR - Free Report) is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Tapestry’s current fiscal-year earnings and sales indicates growth of 36.5% and 13.9%, respectively, from the year-ago actuals. TPR delivered a trailing four-quarter average earnings surprise of 15.6%.
Key Takeaways Teledyne Technologies is expected to benefit from strength in defense electronics and acquisitions.TDY's Digital Imaging unit likely gained from demand for infrared imaging and unmanned systems.Teledyne Technologies is expected to report 11.2% EPS growth and 3.7% higher quarterly revenues. Teledyne Technologies, Inc. (TDY - Free Report) is scheduled to release second-quarter 2026 results on July 22, before market open. The company delivered an earnings surprise of 5.84% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence TDY’s Q2 ResultsDuring the second quarter of 2026, Teledyne Technologies' Aerospace & Defense Electronics unit is expected to have benefited from solid organic sales of defense electronics products, along with revenue contributions from recent acquisitions, supporting its top-line performance.
The Instrumentation segment is likely to have generated higher revenues, driven by increased sales of marine instruments and underwater autonomous vehicles.
Increased sales of infrared imaging subsystems, coupled with robust demand for unmanned air systems and unmanned maritime surface vehicles, are likely to have supported the top-line growth of the Digital Imaging segment.
TDY’s Q2 ExpectationsThe Zacks Consensus Estimate for earnings is pegged at $5.78 per share, indicating a year-over-year increase of 11.2%.
The consensus estimate for revenues is pinned at $1.57 billion, calling for a year-over-year improvement of 3.7%.
What the Zacks Model Unveils for TDYOur proven model predicts an earnings beat for Teledyne Technologies 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, which is the case here, as you will see below.
Other Stocks to ConsiderInvestors may consider the following players from the same industry as these also have the right combination of elements to post an earnings beat this reporting cycle.
Woodward, Inc. (WWD - Free Report) is expected to report its fiscal third-quarter 2026 earnings on July 29, after market close. It has an Earnings ESP of +5.10% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for WWD’s earnings is pegged at $2.39 per share, indicating year-over-year growth of 35.8%. The consensus estimate for its sales stands at $1.11 billion, calling for a year-over-year increase of 21.7%.
Curtiss-Wright Corporation (CW - Free Report) is set to report second-quarter 2026 earnings on Aug. 5, after market close. It has an Earnings ESP of +0.36% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.62 per share, indicating a year-over-year rise of 12.1%. The consensus estimate for its sales stands at $930.9 million, implying a year-over-year increase of 6.2%.
ATI Inc. (ATI - Free Report) is expected to report its second-quarter 2026 earnings on Aug. 6, before market open. It has an Earnings ESP of +3.10% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for ATI’s earnings is pegged at $1.02 per share, suggesting year-over-year growth of 37.8%. The consensus estimate for its sales stands at $1.22 billion, calling for a year-over-year jump of 7.3%.
Tenable rozšiřuje Tenable One o Hexa AI, která má automatizovat triáž a nápravu zjištěných rizik v oblasti exposure managementu. Firma zároveň přidává cloud, identity a OT bezpečnost a více než 300 předpřipravených integrací.
Key Takeaways Tenable is using Hexa AI to automate risk triage and remediation across exposure management workflows. TENB is expanding Tenable One with cloud, identity, OT security and 300 pre-built integrations.TENB partners with OpenAI and Anthropic while proving AI advantages can drive sustained growth. Tenable Holdings (TENB - Free Report) sits near the center of a cybersecurity shift shaped by artificial intelligence. As AI accelerates vulnerability discovery and shortens the time between exposure and exploit, enterprises need faster ways to identify, prioritize and remediate risk.
That backdrop supports demand for unified exposure management. TENB’s challenge is turning that trend into durable product differentiation, sustained execution and better stock performance.
Tenable Benefits From a Faster Threat CycleAI is changing the pace of cyber defense. Frontier models are making vulnerability discovery faster, increasing pressure on security teams that already manage sprawling IT, cloud, identity and operational technology environments.
That urgency supports platforms that unify visibility, context and action. Narrow point products may still solve specific problems, but exposure management becomes more valuable when buyers need to understand which risks matter most and how quickly they can be fixed.
The competitive field is broad. Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant vulnerability management peers, while CrowdStrike, Palo Alto Networks (PANW - Free Report) and Wiz compete from adjacent areas such as endpoint and cloud security. That peer set underscores why TENB must keep expanding beyond traditional vulnerability scanning.
TENB Uses Hexa AI to Deepen Platform ValueTenable’s AI strategy centers on automation. Hexa AI is positioned as an agentic orchestration engine designed to automate triage and remediation workflows, helping turn exposure intelligence into action at machine speed.
That matters because buyers are not just looking for more alerts. They need systems that can prioritize risks and accelerate response. Hexa AI’s tiered packaging is also expected to support higher average selling prices over time.
Flex pricing adds another adoption lever. By simplifying per-asset procurement, Flex pricing may reduce friction as customers expand their exposure management footprint.
Qualys and Rapid7 are natural comparison points because security buyers often evaluate vulnerability management platforms against each other. TENB’s task is to show that Hexa AI and Tenable One create a broader operating model rather than simply adding another AI feature.
Tenable Pushes Into Cloud, Identity and OTPlatform convergence is central to the TENB story. Tenable One combines vulnerability management with cloud security, identity exposure, operational technology security, web app scanning and attack surface management.
That breadth gives TENB a wider role across modern attack surfaces. The company has also added native operational technology discovery capabilities, extending visibility into cyber-physical systems without additional hardware.
Recent milestones strengthen that platform narrative. Tenable’s cloud security platform achieved FedRAMP High and Impact Level 5 authorization, improving its ability to support U.S. federal agencies. The company also announced AI-powered cloud detection and response capabilities and more than 300 pre-built integrations through the Tenable One Open Connector.
CrowdStrike, Palo Alto Networks and Wiz highlight the pressure from larger and cloud-focused security platforms. Their presence makes TENB’s push into cloud, identity and operational technology more necessary as customers consolidate security spending.
TENB Must Keep Its AI Edge From NarrowingThe same AI trend expanding demand also raises competitive risk. If AI lowers the cost and complexity of building vulnerability discovery and prioritization tools, adjacent vendors could move deeper into exposure management.
That risk is not abstract. Qualys, Rapid7, CrowdStrike, Palo Alto Networks and Wiz are all capable of narrowing TENB's AI edge if they close the gap on automation and prioritization.
Partnerships with OpenAI and Anthropic help TENB stay close to frontier model development. Tenable has participated in OpenAI’s Trusted Access for Cyber program and has worked with Anthropic to integrate Claude-powered workflows into Hexa AI.
Those relationships are useful, but they are not enough on their own. Because they are non-exclusive, TENB still has to convert early access into durable product advantages that are hard for peers to replicate.
Tenable’s Ratings Reflect Trend Strength, Stock RiskThe bottom line is that TENB is tied to a powerful cybersecurity trend, but the stock still carries execution risk. AI-driven vulnerability discovery may continue to lift demand for exposure management, yet TENB must prove that platform breadth, automation and partner access can translate into sustained growth.
The Zacks Consensus Estimate for TENB’s 2026 earnings is pegged at $1.95 per share, unchanged over the past 30 days and indicating 22.64% year-over-year growth.
TENB currently carries a Zacks Rank #4 (Sell). That rank points to a weak short-term earnings estimate revision setup, even though the company has favorable Style Scores.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The stock has a Growth Score of A, Momentum Score of A and VGM Score of A. These scores suggest favorable growth and momentum characteristics, but Style Scores are best used with the Zacks Rank. For now, the trend is promising, while the stock still needs clearer proof of sustained execution and improved estimate momentum.
Tenable One tvořil ve fiskálním 1. čtvrtletí 2026 41 % nového byznysu, meziročně o 800 bazických bodů více. Firma se posouvá od vulnerability scanningu k AI platformě pro řízení kybernetického rizika.
Key Takeaways Tenable is expanding from vulnerability scanning into an AI-enabled exposure management platform.TENB said Tenable One made up 41% of Q1 2026 new business, up 800 basis points year over year.Tenable added AI, cloud and identity capabilities through acquisitions, partnerships and Flex pricing. Tenable Holdings (TENB - Free Report) is no longer defined only by vulnerability scanning. The company is positioning itself as an exposure management platform that helps customers see, prioritize and reduce cyber risk across a widening attack surface.
That shift is central to the TENB stock story. Tenable One, Hexa AI, cloud security, identity exposure, operational technology security and AI asset visibility now shape the platform thesis.
Tenable Expands Beyond Legacy ScanningTenable’s business centers on exposure management across information technology, cloud, operational technology, web applications, identity systems and emerging AI assets. The goal is to give customers a unified view of where risk exists, what matters most and which issues need remediation.
Tenable One is the company’s flagship AI-enabled exposure management platform. It integrates vulnerability management, cloud security, identity exposure, operational technology security, web application scanning and attack surface management. Legacy products such as Nessus remain available as stand-alone offerings, keeping the company connected to its vulnerability management roots.
Acquisitions have widened the platform. Tenable acquired Vulcan Cyber in 2025 to add cyber risk management capabilities and Apex Security to expand AI attack surface security. Those deals support the broader move from scanning toward risk prioritization and action.
Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant comparisons because both operate in vulnerability management and related security markets. Their presence keeps pressure on Tenable to prove that broader exposure management can deliver more value than point tools. Where Qualys and Rapid7 have built primarily around vulnerability management, Tenable has pushed earlier into adjacent categories such as cloud security, identity exposure and OT, positioning Tenable One as a broader consolidation point for security budgets. Palo Alto Networks (PANW - Free Report) , by comparison, has scaled its platform out of network security, firewalls and cloud, giving it a different but overlapping path into exposure-adjacent workflows.
TENB Gains Traction With Tenable OneTenable One accounted for 46% of new business in fiscal 2025. In the first quarter of 2026, the platform represented 41% of new business, up 800 basis points year over year.
That momentum included 406 new enterprise platform customers and 43 net new six-figure customers in the quarter, alongside a net dollar expansion rate of 105%. Management also cited strong new logo activity, including a seven-figure Tenable One transaction with a major financial institution in the Middle East where Tenable displaced an incumbent vulnerability management vendor.
The driver is clear. Customers are dealing with more assets, more vulnerabilities, more identities and more cloud complexity. Tenable's pitch is that unified visibility, contextual prioritization and remediation workflows can reduce noise and focus security teams on the most important exposures.
Palo Alto Networks is another relevant name because large cybersecurity platforms are expanding across cloud and broader security operations. That makes Tenable's differentiation in exposure management important as platform competition intensifies. That new business mix also points to a broader shift in spend toward consolidated platforms, away from the narrower vulnerability management offerings that still anchor Qualys and Rapid7's core business.
Tenable Ties AI to Faster Customer AdoptionAI is not just a marketing layer in Tenable's story. Management has pointed to the rapid advancement of frontier AI models, including Anthropic's Mythos, as evidence that vulnerability discovery is accelerating at a scale and speed not seen before. That dynamic, in management's view, raises the urgency for customers to prioritize and remediate exposures faster.
Hexa AI is Tenable’s agentic orchestration engine for the Tenable One platform. It is designed to automate triage and remediation workflows, turning exposure intelligence into coordinated action across security tools, teams and systems. Palo Alto Networks has taken a similar path, layering AI copilots and automation across its own platform, keeping the competitive bar high for autonomous remediation.
Tenable also introduced Flex pricing in the first quarter of 2026. The model keeps pricing per asset but applies consistent pricing across asset types, which management said can reduce procurement friction as customers expand across the attack surface.
Partnerships with OpenAI and Anthropic add another layer to the strategy. Tenable has integrated Claude-powered workflows into Hexa AI and joined OpenAI's Trusted Access for Cyber and Daybreak Cyber Partner programs, bringing frontier model capabilities directly into the platform. TENB has also expanded AI governance through the Tenable One Open Connector network, the Claude Compliance API and FedRAMP High authorization for its cloud platform.
Tenable Still Faces Real Execution RisksThe bull case still has constraints. Tenable generated 94% of its 2025 revenues through channel partners, and one distributor accounted for 32% of revenues and 28% of accounts receivable.
That concentration creates dependence on third-party relationships for sales reach, collections and customer visibility. A change in distributor terms, strategy or financial position could create disruption that is not fully under Tenable’s direct control.
Integration risk also matters. Vulcan Cyber and Apex Security add capabilities, but acquisitions require technology, product and sales integration. Slower integration could distract management or delay the expected benefits of the broader platform.
International exposure adds another risk. In 2025, 39% of revenues came outside the Americas, with 27% from Europe, the Middle East and Africa and 12% from Asia Pacific. Currency movement can affect reported growth even when underlying demand remains intact.
AI could also cut both ways. The same advances that increase demand for exposure management may help competitors build overlapping discovery, prioritisation and remediation features over time.
Tenable’s Scores Show a Mixed but Active SetupTenable’s platform narrative is compelling, but the stock setup is not cleanly bullish in the near term. The company is building around Tenable One, Hexa AI and AI-driven exposure management at a time when customers are reassessing how quickly they can identify and fix cyber risk.
TENB currently carries a Zacks Rank #4 (Sell). That points to weaker short-term earnings estimate revision momentum, which investors should weigh carefully before treating the stock’s business narrative as a direct buy signal. The Zacks Consensus Estimate for TENB's 2026 EPS is pegged at $1.95, unchanged over the past 30 days and indicating 22.64% year-over-year growth, which shows why the earnings picture still lags the stock's broader momentum story.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tenable Holdings, Inc. Price and Consensus
Tenable Holdings, Inc. price-consensus-chart | Tenable Holdings, Inc. Quote
The Style Scores are stronger. TENB has a VGM Score of A, Growth Score of A and Momentum Score of A, while its Value Score is D. Style Scores are designed to complement the Zacks Rank, with A and B grades generally more favorable than weaker grades.
The combination leaves TENB in a mixed but active position. The growth and momentum profile supports interest in the platform story, but the Zacks Rank #4 signals caution around near-term earnings revision trends.
Huntington Bancshares čeká za 2. čtvrtletí zisk 39 centů na akcii a tržby 2,8 miliardy USD, což by znamenalo meziroční růst. Tahounem mají být vyšší NII a poplatkové výnosy, ale náklady zůstávají zvýšené.
Key Takeaways Huntington's Q2 earnings are estimated to be 39 cents per share, suggesting a rise of 2.6% year over year.Revenues are projected to be $2.8 billion, reflecting 41.7% growth from the prior-year quarter.Higher NII and fee income are likely to support results, while elevated expenses remain a headwind. Huntington Bancshares Incorporated (HBAN - Free Report) is slated to report second-quarter 2026 results on July 23, before the opening bell. The company’s quarterly revenues and earnings are expected to have increased year over year.
In the last reported quarter, the bank’s results reflected improvements in net interest income (NII) and non-interest income. Higher loan and deposit balances also acted as tailwinds. However, an increase in non-interest expenses and higher provisions offset these positives.
HBAN has a decent earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in two of the trailing four quarters, matched once and missed once, with an average earnings surprise of 0.73%.
Now, let us discuss the factors that are likely to have influenced Huntington’s second-quarter performance.
Key Factors & Estimates for HBAN’s Q2 PerformanceLoans & NII: In the second quarter of 2026, the Federal Reserve left interest rates unchanged at 3.50-3.75%, noting that economic activity continued to expand at a solid pace despite elevated uncertainty, while inflation remained above its 2% target. Against this backdrop, HBAN's NII is expected to have improved in the to-be-reported quarter.
The Zacks Consensus Estimate for NII is pegged at $2.1 billion, suggesting a 10.7% increase from the year-ago quarter's reported level.
Per the Fed’s latest data, demand for commercial and industrial and consumer loans remained decent in the second quarter of 2026, while real estate loan demand was relatively modest. Hence, a stable interest rate environment and healthy loan demand are expected to have supported Huntington's growth in average interest-earning assets in the to-be-reported quarter.
The Zacks Consensus Estimate for average total earning assets is pegged at $262.1 billion, indicating a 37.1% increase from the prior-year quarter's reported level.
Non-Interest Income: Mortgage activity remained challenging in the second quarter of 2026, with mortgage rates hovering around the mid-6.5% range and affordability remaining strained. While purchase activity continued to face pressure from inventory constraints, refinancing activity improved modestly. As such, HBAN's mortgage banking income is likely to have improved in the to-be-reported quarter.
The Zacks Consensus Estimate for mortgage banking income is pegged at $42.1 million, suggesting a 50.2% increase from the prior-year quarter's reported figure.
Global mergers and acquisitions (M&As) activity moderated in the second quarter of 2026 after a strong start to the year, as ongoing geopolitical uncertainty, elevated inflation, a persistent backlog of private equity exits and higher interest rates weighed on deal-making. While deal values declined as only a few large transactions dominated the market, M&A volumes improved year over year.
Despite the challenging backdrop, higher M&A deal volumes are expected to have driven strong growth in HBAN's capital markets and advisory fees in the to-be-reported quarter.
The Zacks Consensus Estimate for capital markets and advisory fees is pegged at $137.5 million, indicating a 63.6% rise on a year-over-year basis.
The Zacks Consensus Estimate for wealth and asset management revenues is pegged at $127 million, suggesting a 5.8% rally from the year-ago reported figure.
The consensus estimate for customer deposit and loan fees for the second quarter is pegged at $118 million, indicating 24.2% year-over-year growth.
The consensus estimate for total non-interest income is pegged at $727.8 million, indicating a 54.5% increase from the year-ago reported figure.
Expenses: Huntington's higher personnel costs, along with increased outside data processing, technology, marketing and other service-related expenses, are anticipated to have raised its costs in the second quarter of 2026. Further, the bank's ongoing investments to expand its commercial banking capabilities in high-growth markets and complete systems conversion work are likely to have kept expenses elevated.
While efficiency initiatives are expected to have provided some offset, long-term investments in growth initiatives and acquisition-related expenses associated with the Cadence transaction are likely to have kept the company's expense base higher.
Asset Quality: The operating environment remained challenging in the second quarter of 2026, weighed down by persistent geopolitical uncertainty and elevated inflation. Additionally, the Fed's June policy statement indicated the possibility of a rate hike, which could pressure borrowers' repayment capacity.
Against this backdrop, HBAN is expected to have maintained a cautious approach and built higher provisions for potential credit losses in the to-be-reported quarter.
What Does Our Model Unveil for HBAN?Our proven model does not predict an earnings beat for Huntington this time. The combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That is not the case here, as you can see below.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Huntington Bancshares has an Earnings ESP of 0.00%.
Zacks Rank: HBAN currently carries a Zacks Rank of 3.
The Zacks Consensus Estimate for Huntington Bancshares’ second-quarter earnings of 39 cents per share has been unchanged over the past seven days. The figure suggests a 2.6% rise from the year-ago reported number.
The consensus estimate for revenues is pegged at $2.8 billion, indicating a year-over-year increase of 41.7%.
Stocks to ConsiderHere are a couple of other bank stocks that you may want to consider, as our model shows that these also have the right combination of elements to post an earnings beat this time around.
The Earnings ESP for First Hawaiian (FHB - Free Report) is +0.84%, and it carries a Zacks Rank #1 at present. The company is slated to report second-quarter 2026 results on July 24. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past seven days, the Zacks Consensus Estimate for FHB’s quarterly earnings has been revised upward to 60 cents per share.
Prosperity Bancshares (PB - Free Report) is scheduled to report second-quarter 2026 results on July 29, 2026. The company has an Earnings ESP of +1.76% and a Zacks Rank #3 at present.
Quarterly earnings estimates for PB have been unchanged at $1.54 per share over the past week.
