MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera (NYSE: COUR), a leading global online learning platform, today previewed its new AI-native skills platform, code-named Project Helix, at its annual FWD customer event. The adaptive platform is designed to help organizations close talent gaps, accelerate time-to-proficiency, and translate learning investments directly into verified workforce capability. Project Helix represents a significant milestone for the company toward building a completely reimagined product offering after Coursera combined with Udemy in May 2026.
Today, business leaders face a critical mandate: turning AI opportunity into a force multiplier that expands productivity and innovation across their workforce. Traditional enterprise learning models consisting of fragmented point solutions and catalog volume with a focus on course completions are no longer sufficient. Success now requires a new capability-building model that is grounded in real-time skills insights, personalized learning paths, verified readiness, and continuous skill tracking, all at enterprise scale.
“The next era of enterprise learning depends on moving from standalone content to connected journeys that support skill development, application, and proof,” said Greg Hart, CEO of Coursera. “Organizations need a trusted, scalable way to turn AI into an engine of workforce capability. With Project Helix, we are building a true foundation for skills development that starts with the customer’s business goals, identifies critical skill needs, and delivers adaptive learning with verified evidence of proficiency and application against the skills that matter most.”
Project Helix is being built upon the unique strengths of Coursera and Udemy while integrating skills intelligence, AI-powered guidance, and proof of capability, to deliver what enterprises care about:
Building skills aligned to business priorities: Leaders and learners can articulate goals in natural language to instantly generate adaptive learning paths drawn from universities, industry-leading institutions, and real-world practitioners across Coursera and Udemy’s combined ecosystem of more than 30,000 global content partners and instructors. Accelerating application with personalization: The platform will suggest tailored learning experiences across a variety of modalities based on a learner’s goal, role, and demonstrated capability, and informed by the latest labor market signals and the organization’s own data and skill definitions. Continuous, personalized feedback and adaptive practice will help learners move rapidly, from basic comprehension to mastery. Bringing learning into one skills stack and embedding it in everyday work: By consolidating learning, credentials, and skills intelligence into a single connected platform, organizations can help reduce the need for redundant point solutions, leverage their existing infrastructure investments, and build capability directly within everyday workflows. Proving skills growth and workforce readiness: To help translate skills into actual performance, the platform is designed to combine continuous assessment, practical observation, and recognized credentials. Our goal is to help ensure earned proof flows into a portable skills record — a trusted, interoperable portfolio of capabilities to track skills freshness and inform talent decisions. “Our customers need to rapidly reduce the lag between ‘knowing’ and ‘doing,’ ensuring their employees can actively develop and apply skills aligned to changing business priorities,” said Patrick Supanc, Chief Product Officer of Coursera. “With Project Helix, we’re ushering in a new era of workforce development that relies on a compounding system of trust, data, and engagement as well as AI guidance and verified proof. It will empower companies to manage an entire learning lifecycle that continuously measures expertise, adapts to evolving business needs, and provides leaders with true visibility into workforce readiness.”
Coursera is working with a select group of partners and customers to help shape Project Helix to address the evolving challenges organizations and their workforces face.
“As skill needs change faster than ever, companies need a more connected way to identify priorities, develop their people, and understand whether learning is translating into capability,” said Rajah Swamidoss, Associate Director of Learning at Flipkart, India’s leading e-commerce marketplace. “We’re excited about how Project Helix brings together agentic learning with capability signals to better align organizations’ strategic goals with the skills their teams need.”
Project Helix will complement ongoing product development as Coursera and Udemy continue to build and introduce new features across both current platforms. It will bring together critical elements of the existing product roadmap while creating a new, unified experience for global customers. The platform is expected to be broadly available to enterprise customers in the first half of 2027.
To see a preview of Project Helix and learn about other new features on Coursera and Udemy, view here.
About Coursera
Coursera was launched in 2012 by Andrew Ng and Daphne Koller with a mission to provide universal access to world-class learning. Coursera partners with leading university and industry partners to offer a broad catalog of content and credentials, including courses, Specializations, Professional Certificates, and degrees. Coursera’s platform innovations — including AI-powered personalized guide and features, like Role Play and Course Builder, and role-based solutions like Skills Tracks — enable instructors, partners, and companies to deliver scalable, personalized, and verified learning. Institutions worldwide rely on Coursera to upskill and reskill their employees, students, and citizens in high-demand fields such as GenAI, data science, technology, and business, while learners globally turn to Coursera to master the skills they need to advance their careers. Coursera is a Delaware public benefit corporation and a B Corp. Coursera recently combined with Udemy to create one of the world’s most comprehensive skills development platforms. Together, the Coursera and Udemy platforms reach more than 300 million learners and 12,000 enterprise customers worldwide.
About Udemy
Udemy is an AI-powered skills acceleration platform transforming how companies and individuals across the world build the capabilities needed to thrive in a rapidly evolving workplace. By combining on-demand, multi-language content with real-time innovation, Udemy delivers personalized experiences that empower organizations to scale workforce development and help individuals build the technical, business, and soft skills most relevant to their careers. Today, thousands of companies, including Samsung SDS America, On24, Tata Consultancy Services, The World Bank, and Volkswagen, rely on Udemy Business for its enterprise solutions to build agile, future-ready teams. Udemy is headquartered in San Francisco, with hubs across the United States, Australia, India, Ireland, Mexico, and Türkiye. Udemy recently combined with Coursera to create one of the world’s most comprehensive skills development platforms.
Special Note on Forward-Looking Statements
This press release contains forward-looking statements within the meaning of applicable securities laws, including statements regarding the development, capabilities and expected availability of Project Helix and the anticipated benefits of the Coursera-Udemy combination. These statements involve risks and uncertainties that could cause actual results to differ materially, including risks relating to the development, timely launch and market adoption of Project Helix; the integration of Coursera and Udemy and realization of anticipated benefits and synergies; and the other risks described in Coursera’s most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission (SEC). Coursera undertakes no obligation to update forward-looking statements except as required by law.
The U.S. Third Circuit Court of Appeals reversed a key New Jersey water permit for U.S. energy company Williams Cos' (WMB.N) long-delayed Northeast Supply Enhancement (NESE) natural gas pipeline project in Pennsylvania, New Jersey and New York.
The court said in a ruling on Tuesday that it granted petitions by environmental groups, vacated the Water Quality Certification and remanded the case to the New Jersey Department of Environmental Protection (NJDEP).
A coalition of environmental groups filed a lawsuit last November against the NJDEP for unjustifiably approving the certification for NESE, after first rejecting the project in 2019 for failure to demonstrate compliance with state water quality standards.
“When the water quality certificate was denied in 2019, that should have been the end of it," said Charlie Kratovil, Central Jersey Organizer at Food & Water Watch, one of the environmental groups opposing the project.
Officials at Williams were not immediately available for comment.
NESE is a roughly $1 billion project under construction by Williams' Transcontinental Gas Pipe Line Co (Transco) unit that would expand the existing Transco gas pipe. NESE includes the construction of an offshore pipe in the Raritan Bay between New Jersey and New York.
The environmental groups contended that the underwater segment would require dredging the bay floor, stirring up sediment containing toxic contaminants like mercury and PCBs (Polychlorinated biphenyls), which could pose risks to human health and marine habitats.
Williams officially broke ground on NESE in Brooklyn, New York, in April 2026.
In addition to NESE, Williams is also developing another long-delayed gas pipe in the region, Constitution Pipeline from Pennsylvania to New York.
Both projects were controversial in part because they were previously rejected by state environmental regulators and canceled by Williams in past years before U.S. President Donald Trump sought their revival after returning to office in 2025.
Williams canceled Constitution in 2020 and NESE in 2024 after years of fighting for permits, especially water permits, from state regulators in New York and New Jersey.
In May 2025, the Trump administration used New York's reconsideration of Williams' proposed gas pipes in the state as part of a deal with New York Governor Kathy Hochul to lift a federal ban on construction of Norwegian energy firm Equinor's (EQNR.OL) Empire Wind offshore wind farm off New York.
Hochul did not agree to approve either pipe project but said the state would work with the U.S. administration and private entities on projects that meet the legal requirements under New York law.
Williams said on its website that it targeted completion of NESE in the fourth quarter of 2027 and Constitution in the fourth quarter of 2028.
NESE is designed to move around 0.4 billion cubic feet per day (bcfd) of gas from Pennsylvania, across New Jersey and into New York.
Constitution, which is not under construction, is designed to move around 0.65 bcfd of gas from Pennsylvania to New York.
One billion cubic feet of gas is enough to supply around five million U.S. homes for a day.
Key Takeaways Manufacturing remains in expansion, with new orders, production and exports supporting future activity.Caterpillar's record $72B backlog and capacity expansion position it for rising demand across key markets.Watts Water's record Q2 results benefited from pricing, higher volumes and growing data center demand. U.S. manufacturing activity remained in expansion territory for the eighth consecutive month in August, despite persistent trade uncertainty, elevated input costs and geopolitical tensions. Three of four key demand indicators, New Orders, Backlog of Orders and New Export Orders, remained in expansion. Meanwhile, the Customers’ Inventories Index stayed in “too low” territory or below 50%, which is generally viewed as supportive of future production.
The improving manufacturing backdrop is also supporting the Industrial Products sector, which is witnessing positive estimate revisions for the third quarter. Per the latest Earnings Trends report, the sector is expected to deliver earnings growth of 12.9% in the third quarter and 11.6% in 2026. It is one of the nine sectors expected to post double-digit growth this year. Against this backdrop, it would be ideal to invest in industrial stocks like Caterpillar (CAT - Free Report) , Kubota (KUBTY - Free Report) , Nordson (NDSN - Free Report) , Zebra Technologies (ZBRA - Free Report) and Watts Water Technologies (WTS - Free Report) .
Manufacturing Activity Remains in ExpansionThe ISM Manufacturing PMI was 54.6% in August, dipping one percentage point from July’s 55.6%. Despite this, August marked the eighth consecutive month of manufacturing growth, following a 10-month period of contraction. Despite the moderation, the sector remained in expansion for the eighth straight month following 10 consecutive months of contraction. Five of the six largest manufacturing industries expanded, led by transportation equipment, petroleum and coal products, computer and electronic products, machinery, and food, beverage and tobacco products.
The New Orders Index declined to 53.7% from 56.7% but remained in expansion for the eighth consecutive month. The Production Index held at a strong 58.3%, extending its expansion streak to 10 months. The Backlog of Orders Index was 51.8%, while new export orders edged up to 53.2%, expanding for the second consecutive month.
The Employment Index slipped to 51.2% from 52.8%, but remained in expansion territory for the second consecutive month. Only one of the six largest manufacturing industries reported higher employment, pointing to a more cautious approach toward hiring across the sector. Still, the overall employment reading suggests that manufacturers are not yet broadly cutting workforce levels as production remains healthy.
The Inventories Index was 50.6% in August, down 0.6 percentage points compared with 51.2% in July. The Customers’ Inventories Index rose to 42.8% in August from 40.7% in July, and remained in “too low” territory in August. This is generally positive for future production as manufacturers may need to replenish inventories as demand improves.
Cost pressures continue to challenge manufacturers. The Prices Index remained elevated at 71.1%, indicating higher raw-material prices for the 23rd consecutive month. Steel, aluminum, copper, electrical components and electronic components were among the materials reported as rising in price or facing supply constraints. Tariffs and geopolitical tensions are adding to cost pressures and could weigh on margins. In response, industry participants are focusing on pricing actions, cost optimization, productivity gains and diversification of supplier networks to offset these pressures.
Outlook Remains Constructive, but Risks PersistOverall, the trend so far this year points to a continued manufacturing recovery. Lean customer inventories, expanding new orders and sustained production provide a positive foundation for future activity. At the same time, elevated input costs, tariffs, supply-chain challenges and geopolitical uncertainty could limit the pace of improvement. ISM's 2026 forecast calls for 8.4% growth in manufacturing revenues, 4.9% growth in capital expenditures and a 9.7% increase in production capacity, supporting the case for industrial stocks positioned to benefit from renewed manufacturing investment.
5 Industrial Products Stocks to BuyCaterpillar: The company ended the second quarter of 2026 with a record backlog of $72 billion, 92% higher than last year. It is positioned to benefit from several secular growth trends, including U.S. infrastructure spending, mining demand related to the energy transition, automation adoption, data center expansion and sustainability investments. To capitalize on rising power-generation and oil-and-gas demand, CAT will restart production of its 10-megawatt gas engine platform. It plans to bring about 1.5 gigawatts of capacity back online. It is also expanding turbine capacity and has repurposed a 250,000-square-foot facility in Wamego, KS. CAT is simultaneously investing in services, e-commerce, sustainability, electrification and other digital initiatives.
The Zacks Consensus Estimate for Caterpillar’s current-year earnings moved up 9.7% in the past 60 days. The consensus mark indicates year-over-year growth of 43.4%. The company has a trailing four-quarter earnings surprise of 18.1%, on average. Caterpillar has an estimated long-term growth of 21.1% and currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Kubota: The company is benefiting from strength in construction equipment, particularly in North America, along with improving prospects in Europe and continued growth in India. Disciplined fixed-cost management and profitability improvement measures are expected to support profitability. Agricultural machine automation is one of the key pillars of these initiatives. The company is expanding its product lineup, adding a variety of attachments to meet customer needs.
The Zacks Consensus Estimate for Kubota’s earnings for fiscal 2026 has moved up 36% over the past 60 days and suggests year-over-year growth of 40%. The company has a trailing four-quarter earnings surprise of 41.7%, on average. It has an estimated long-term earnings growth rate of 10% and currently carries a Zacks Rank #2 (Buy).
Nordson: The company is poised to gain from its diversified business structure, which helps mitigate the adverse impact of weakness in one end market with strength across the others. Over time, Nordson has been capitalizing on acquisitions by penetrating unexplored markets and expanding its product lines. Nordson remains committed to rewarding its shareholders through dividend payments and share buybacks.
The Zacks Consensus Estimate for Nordson for fiscal 2026 earnings has moved up 2% over the past 60 days and suggests year-over-year growth of 15.6%. The company has a trailing four-quarter earnings surprise of 32.4%, on average. It has an estimated long-term earnings growth rate of 13% and currently carries a Zacks Rank of 2.
Zebra Technologies: The company is benefiting from broad demand across retail, manufacturing and healthcare, with mobile computing, printing, machine vision and RFID supporting growth across both segments. Its integrated hardware, software and services portfolio is deepening customer adoption of automation and AI-enabled workflows, while Elo Touch and Photoneo expand its addressable opportunities. Healthy cash generation continues to support share repurchases and investment, while device upgrade cycles and growing software adoption strengthen the longer-term outlook. Its expanding transportation and logistics pipeline also supports future growth opportunities.
The Zacks Consensus Estimate for Zebra Technologies for fiscal 2026 earnings has moved up 9% over the past 60 days. The estimate suggests year-over-year growth of 28.2%. The company has a trailing four-quarter earnings surprise of 15.5%, on average. It currently carries a Zacks Rank of 2.
Zebra Technologies Corporation Price and Consensus
Watts Water Technologies: The company completed five acquisitions in 2025 to broaden its product set, extend market reach and increase nonresidential exposure. The acquired businesses are performing well and remain on track to achieve or exceed targeted synergies through the One Watts performance system. Watts Water's second-quarter 2026 results benefited from favorable pricing, higher volumes and data center demand, which helped drive record sales, operating income and earnings per share. Data center cooling is emerging as a growth avenue as liquid cooling adoption, new products and broader customer relationships expand the opportunity. A healthy balance sheet supports capacity investments, selective M&A and shareholder returns.
The Zacks Consensus Estimate for Watts Water Technologies for fiscal 2026 earnings has moved up 4.7% over the past 60 days and the estimate suggests year-over-year growth of 20.5%. The company has a trailing four-quarter earnings surprise of 10.4%, on average. It has an estimated long-term earnings growth rate of 8% and currently carries a Zacks Rank of 2.
McKesson (MCK - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this prescription drug distributor have returned -1.4% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Medical - Dental Supplies industry, to which McKesson belongs, has gained 2.3% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
McKesson is expected to post earnings of $10.75 per share for the current quarter, representing a year-over-year change of +9%. Over the last 30 days, the Zacks Consensus Estimate has changed +1.2%.
For the current fiscal year, the consensus earnings estimate of $44.65 points to a change of +14.2% from the prior year. Over the last 30 days, this estimate has changed +0.1%.
For the next fiscal year, the consensus earnings estimate of $49.83 indicates a change of +11.6% from what McKesson is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, McKesson is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For McKesson, the consensus sales estimate for the current quarter of $110.14 billion indicates a year-over-year change of +6.8%. For the current and next fiscal years, $429.09 billion and $459.25 billion estimates indicate +6.4% and +7% changes, respectively.
Last Reported Results and Surprise HistoryMcKesson reported revenues of $105.38 billion in the last reported quarter, representing a year-over-year change of +7.7%. EPS of $9.93 for the same period compares with $8.26 a year ago.
Compared to the Zacks Consensus Estimate of $104.39 billion, the reported revenues represent a surprise of +0.95%. The EPS surprise was +5.19%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
McKesson is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about McKesson. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Shares of Marqeta (MQ - Free Report) have gained 4.4% over the past four weeks to close the last trading session at $16.26, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $20.5 indicates a potential upside of 26.1%.
The mean estimate comprises 10 short-term price targets with a standard deviation of $3.34. While the lowest estimate of $17.00 indicates a 4.6% increase from the current price level, the most optimistic analyst expects the stock to surge 72.2% to reach $28.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for MQ, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in MQAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 23.7%, as two estimates have moved higher compared to no negative revision.
Moreover, MQ currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much MQ could gain, the direction of price movement it implies does appear to be a good guide.
GXO Logistics, Inc. (GXO) Jefferies Global Industrials Conference 2026 September 9, 2026 8:50 AM EDT
Company Participants
Patrick Kelleher - CEO & Director
Kristine Kubacki - Chief Strategy Officer
Conference Call Participants
Stephanie Benjamin Moore - Jefferies LLC, Research Division
Presentation
Stephanie Benjamin Moore
Jefferies LLC, Research Division
All right. Good morning, everybody. Welcome all of you to Jefferies 2026 Industrial Conference. My name is Stephanie Moore, Jefferies Transportation and Logistics analyst. We're very pleased to have the team from GXO today. We have CEO, Patrick Kelleher; and Chief Strategy Officer, Kristine Kubacki. Thank you, guys, for being here.
Patrick Kelleher
CEO & Director
Thank you for having us.
Stephanie Benjamin Moore
Jefferies LLC, Research Division
Yes. Format is just simple fireside chat. I'll kick it off with a bunch of questions, and we can go from there.
Question-and-Answer Session
Stephanie Benjamin Moore
Jefferies LLC, Research Division
Maybe starting with maybe kind of near-term focus just because we did come off of the second quarter results. And I do think -- I certainly have received a lot of questions on just the organic growth performance on the quarter. So on the specifics, 2Q organic growth of 3.4% moderated slightly from the first quarter. We got a lot of questions around that. But I do think on a 2-year stack, it actually accelerated, but there's a lot of nuances there. So maybe just starting with that, can you just talk through maybe some of the nuances 1Q to 2Q, how we should think about the timing of contract start-ups and maybe what drove any kind of deceleration?
Patrick Kelleher
CEO & Director
Sure. So I joined GXO 1 year ago. Prior to joining, GXO has been on the decelerating path of organic growth. We were mid-teens organic growth when we spun out of XPO in 2021, forecasting 4% to
A single trading session erased more than a third of UWM Holdings' market value after the Company reported a $603.2 million interest rate derivatives loss, with the securities class action alleging investors were never told the Company had taken an over-hedged MSR position tied to the failed Two Harbors deal.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in UWM Holdings Corporation (NYSE: UWMC) of a pending securities class action filed on behalf of shareholders who purchased securities between March 9, 2026 and August 5, 2026. Find out if you may qualify to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
UWMC shares fell $0.64, or 34.78%, to close at $1.20 on August 6, 2026, on unusually heavy trading volume. Shares had traded as high as $4.04 on March 10, 2026, a Class Period peak. Investors have until October 13, 2026 to seek lead plaintiff status.
The Market Reaction to the August Disclosure
After the market closed on August 5, 2026, UWM reported second quarter results that included a $603.2 million interest rate derivatives loss, a $451.9 million quarterly net loss, and a 43.6% year-over-year decline in total equity. The following morning, during the Company's earnings call, management described the position as "over-hedged" in connection with the terminated Two Harbors Investment Corp. transaction, a deal originally valued at $1.3 billion. Trading volume spiked as the stock repriced.
How the Repricing Compares to Class Period Highs
Class Period high: $4.04 per share on March 10, 2026 Closing price after the disclosure: $1.20 per share on August 6, 2026 Single-session decline: $0.64 per share, or 34.78% Reported interest rate derivatives loss: $603.2 million Reported second quarter net loss: $451.9 million Reported year-over-year decline in total equity: 43.6% The complaint asserts that these figures reflect the removal of artificial inflation from the share price once information about the hedging position reached the market.
What the Complaint Says Was Missing From Prior Statements
The action charges that, during the Class Period, the Company did not disclose that it had departed from its longstanding practice of not hedging mortgage servicing rights, that the position taken ahead of the Two Harbors transaction was excessive, and that purported risk mitigation had instead created an excess hedging exposure. The pleading asserts that positive statements about the Company's business and prospects were therefore materially misleading or lacked a reasonable basis.
"When companies fail to disclose material information, shareholders may suffer significant losses. The complaint here alleges that UWMC investors were not told the Company had taken a hedging position outside its stated business model before a $603.2 million derivatives loss was reported." -- Joseph E. Levi, Esq.
Submit your information here or call (212) 363-7500.
ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. Investors who suffered losses have until October 13, 2026 to seek appointment as lead plaintiff.
Frequently Asked Questions About the UWMC Lawsuit
Q: How much did UWMC stock drop? A: Shares fell approximately 34.78%, a decline of $0.64 per share, to close at $1.20 on August 6, 2026. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.
Q: When did UWM Holdings Corporation allegedly mislead investors? A: The Class Period runs from March 9, 2026 to August 5, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.
Q: What court was the UWMC class action filed in? A: The case was filed in the United States District Court for the Eastern District of Michigan, governed by the Private Securities Litigation Reform Act of 1995.
Q: What do UWMC investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my UWMC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against UWM Holdings Corporation (“UWM Holdings” or the “Company”) (NYSE: UWMC) on behalf of investors that purchased or otherwise acquired UWM Holdings securities between March 9, 2026 and August 5, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in UWM Holdings and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (212) 329-8571.
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The Complaint alleges that on “August 5, 2026, after the market closed, UWM reported second quarter fiscal year 2026 financial results, including a $603.2 million interest rate derivatives loss which contributed to a $451.9 million second-quarter net loss. Total equity also fell 43.6% year over year, reflecting the net loss and derivative-related charges.” “Then, on August 6, 2026, at 10:30 AM EDT, the Company held an earnings call in connection with its second quarter 2026 financial results. During that call, Chief Executive Officer Mathew Ishbia (‘Ishbia’) disclosed ‘We were over-hedged, if you think of it that way, protecting against the Two Harbors transaction.’ Ishbia further stated ‘[w]e don't traditionally hedge our MSRs [Mortgage Servicing Rights]’ but ‘when you're going through and acquiring a company like Two Harbors and a massive MSR book… it created a little more risk. So . . . we did put a hedge on to protect against that risk and then a lot of things happen[ed]…and then obviously, the Two Harbors transaction went away. And so a confluence of events that created a hedge loss.’” On “this news, shares of UWM Holdings fell $0.64 or 34.78% to close at $1.20 on August 6, 2026, on unusually heavy trading volume.”
The Complaint further alleges that “Defendants failed to disclose to investors that: (1) the Company had deviated from its traditional strategy of not hedging its mortgage servicing rights to take a major hedge position; (2) the Company over-hedged itself in anticipation of the Two Harbors transaction; (3) the Company’s purported efforts to balance its risk in fact created an excess hedging risk; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.”
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Emcor Group (EME - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this construction and maintenance company have returned -5.4% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Building Products - Heavy Construction industry, to which Emcor Group belongs, has lost 11.9% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Emcor Group is expected to post earnings of $8.31 per share, indicating a change of +26.5% from the year-ago quarter. The Zacks Consensus Estimate has changed -0% over the last 30 days.
The consensus earnings estimate of $33.04 for the current fiscal year indicates a year-over-year change of +27.7%. This estimate has changed +0.6% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $37.14 indicates a change of +12.4% from what Emcor Group is expected to report a year ago. Over the past month, the estimate has changed +2.8%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Emcor Group.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Emcor Group, the consensus sales estimate of $5.21 billion for the current quarter points to a year-over-year change of +21%. The $20.32 billion and $22.41 billion estimates for the current and next fiscal years indicate changes of +19.6% and +10.3%, respectively.
Last Reported Results and Surprise HistoryEmcor Group reported revenues of $5.15 billion in the last reported quarter, representing a year-over-year change of +19.8%. EPS of $9.06 for the same period compares with $6.72 a year ago.
Compared to the Zacks Consensus Estimate of $4.73 billion, the reported revenues represent a surprise of +8.99%. The EPS surprise was +25.31%.
Over the last four quarters, Emcor Group surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Emcor Group is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Emcor Group. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
Brown-Forman is reiterated as a Buy, with valuation attractive despite macro headwinds and industry challenges. BF.B demonstrates resilience through flat organic sales, 6% EPS growth, strong cash flow, and a robust balance sheet supporting a 3.5% dividend yield. Guidance remains cautious: FY27 organic sales roughly flat, operating income down 3–5%, but innovation and restructuring initiatives provide long-term upside.
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.
Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large.
Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.
One stock to keep an eye on is CNO Financial Group (CNO - Free Report) . CNO is currently holding a Zacks Rank #2 (Buy) and a Value grade of A.
Another notable valuation metric for CNO is its P/B ratio of 1.52. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 2.70. CNO's P/B has been as high as 1.75 and as low as 1.31, with a median of 1.50, over the past year.
Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a preferred metric because revenue can't really be manipulated, so sales are often a truer performance indicator. CNO has a P/S ratio of 1.1. This compares to its industry's average P/S of 1.11.
These are only a few of the key metrics included in CNO Financial Group's strong Value grade, but they help show that the stock is likely undervalued right now. When factoring in the strength of its earnings outlook, CNO looks like an impressive value stock at the moment.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Insulet (PODD - Free Report) Acton, MA-based Insulet Corporation manufactures and sells its proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. The company designed Omnipod, a small, lightweight, self-adhesive disposable tubeless device that can be worn in multiple locations, including the abdomen, hip, back of the upper arm, upper thigh or lower back.
PODD is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. PODD has a Growth Style Score of B, forecasting year-over-year earnings growth of 31% for the current fiscal year.
Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.05 to $6.51 per share. PODD also boasts an average earnings surprise of +13.6%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, PODD should be on investors' short list.
IQVIA Holdings Inc. (“IQVIA”) NYSE:IQV today announced that its wholly owned subsidiary, IQVIA Inc. (the “Issuer”), intends to raise $2,000,000,000 through an offering of senior notes due 2034 (the “Notes”).
The proceeds from the Notes offering will be used to redeem in full the Issuer’s Senior 5.000% Notes due 2026, to repay a portion of the outstanding indebtedness under the Issuer’s revolving credit facility and to pay fees and expenses related to the Notes offering. The consummation of the Notes offering is subject to market and other customary conditions.
This press release does not constitute an offer to sell or the solicitation of an offer to buy the Notes, nor shall there be any offer, solicitation or sale of the Notes in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful. The Notes to be offered have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or the securities laws of any other jurisdiction and may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act. The Notes are being offered only to persons reasonably believed to be qualified institutional buyers in the United States in reliance on Rule 144A under the Securities Act and outside the United States only to non-U.S. investors pursuant to Regulation S under the Securities Act. Any offer of the Notes will be made only by means of a private offering memorandum.
About IQVIA
IQVIA NYSE:IQV is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. IQVIA’s portfolio of solutions are powered by IQVIA Connected Intelligence™ to deliver actionable insights and services built on high-quality health data, Healthcare-grade AI®, advanced analytics, the latest technologies and extensive domain expertise. IQVIA is committed to using AI responsibly, with AI-powered capabilities built on best-in-class approaches to privacy, regulatory compliance and patient safety, and delivering AI to the high standards of trust, scalability and precision demanded by the industry. With approximately 94,000 employees in over 100 countries, including experts in healthcare, life sciences, data science, technology and operational excellence, IQVIA is dedicated to accelerating the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
IQVIA is a global leader in protecting individual patient privacy. The company uses a wide variety of privacy enhancing technologies and safeguards to protect individual privacy while generating and analyzing information on a scale that helps healthcare stakeholders identify disease patterns and correlate with the precise treatment path and therapy needed for better outcomes. IQVIA’s insights and execution capabilities help biotech, medical device and pharmaceutical companies, medical researchers, government agencies, payers and other healthcare stakeholders tap into a deeper understanding of diseases, human behaviors and scientific advances, in an effort to advance their path toward cures.
Forward Looking Statements
Certain statements in this press release are forward-looking statements. These statements involve a number of risks, uncertainties and other factors, including the failure to consummate the Notes offering, and potential changes in market conditions that could cause actual results to differ materially.
IQVIAFIN
View source version on businesswire.com: https://www.businesswire.com/news/home/20260909467171/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Lennar (LEN - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on September 16. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis homebuilder is expected to post quarterly earnings of $1.30 per share in its upcoming report, which represents a year-over-year change of -35%.
Revenues are expected to be $8.33 billion, down 5.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.2% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Lennar?For Lennar, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -7.34%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Lennar will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Lennar would post earnings of $1.23 per share when it actually produced earnings of $1.31, delivering a surprise of +6.50%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Lennar doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
, /PRNewswire/ -- West Virginia American Water is pleased to announce a $275,000 water infrastructure project on Thompson Avenue in Bluefield.
"Ongoing, proactive investments are critical to help maintain and improve the reliability and resiliency of our systems," said Scott Wyman, President of West Virginia American Water. "This infrastructure upgrade project on Thomspon Avenue will help maintain safe, reliable water service for the Bluefield community."
The project will take place on Thompson Avenue, from Walton Avenue to Maryland Avenue. Crews will replace 600 feet of aging pipe with 2-inch PVC main, with work scheduled to be completed by the end of October. Final street restoration will be completed in fall 2026. Work will occur Monday through Friday between 7:30 a.m. and 5:30 p.m., and traffic restrictions will be in place for the duration of the project.
This infrastructure upgrade project is part of West Virginia American Water's plan to invest more than $129 million in ongoing infrastructure upgrades across the state in 2026, supporting the economic health of communities across the company's service area. Economic impact studies show that for every $1 million invested in water infrastructure, upwards of 10 jobs are generated throughout local economies.
Over the past decade, West Virginia American Water has invested over $805 million in infrastructure projects and capital upgrades to address aging infrastructure across the Mountain State, including more than 168 miles of new water main. To learn more about these ongoing investments, visit the company's interactive upgrade map.
During construction, customers may experience temporary service interruptions, discolored water, and/or lower than normal water pressure. Crews will work as quickly as possible to shorten the length of these temporary inconveniences. To report water related emergencies such as leaks, main breaks or other service disruptions, customers can submit a service request on the company's website.
About American Water
American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886, and celebrating 140 years in 2026, We Keep Life Flowing® by providing safe, clean, reliable and affordable drinking water and wastewater services to approximately 14 million people with regulated operations in 14 states and on 19 military installations. American Water's approximately 7,000 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders.
For more information, visit amwater.com and join American Water on LinkedIn, Facebook, X and Instagram.
About West Virginia American Water
West Virginia American Water, a subsidiary of American Water, is the largest regulated water utility in the state with approximately 315 dedicated employees working to provide safe, clean, reliable and affordable water and wastewater services to approximately 610,000 people.
The New York Times Company (NYT) Citi's 2026 Global TMT Conference September 9, 2026 9:30 AM EDT
Company Participants
William Bardeen - Executive VP & Chief Financial Officer
Conference Call Participants
Jason Bazinet - Citigroup Inc., Research Division
Presentation
Jason Bazinet
Citigroup Inc., Research Division
Welcome, everyone. We're super excited to have Will Bardeen, CFO of The New York Times, with us this morning. Will, thank you so much for coming.
William Bardeen
Executive VP & Chief Financial Officer
Thanks, Jason. Great to be here.
Question-and-Answer Session
Jason Bazinet
Citigroup Inc., Research Division
So I want to kick off, I really like your origin story, maybe I have this wrong, but I think you -- before you became the CFO, you were, sort of, integral in designing, sort of, the firm's digital strategy. Is that fair?
William Bardeen
Executive VP & Chief Financial Officer
Yes. I think that is fair. I've been in the CFO seat for 3 years, but had begun as the head of strategy all the way back in 2010.
Jason Bazinet
Citigroup Inc., Research Division
In 2010. And I think your story is interesting just because not -- I can't think of many companies that have been as successful in this digital pivot as you have been. So I give a lot of credit for being the, sort of, architect of this. But my question is, as you've watched this strategy unspool over -- what are we now, do you say, 2010?
William Bardeen
Executive VP & Chief Financial Officer
Yes. So I mean part of the leadership team over the last, say, 15 years, that has -- I mean, I think, at this stage, fair to say, The Times has transformed into a digitally native company that's innovating rapidly.
Tariff tantrums and general weakness in the clothing retailer space have constricted shares in American Eagle Outfitters (AEO) throughout most of 2026. Rick Ducat highlights the key support and resistance levels to watch in the stock chart, including what he calls the "ultimate line in the sand" for support that will signal further downside action if broken.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Terex (TEX - Free Report) Terex is a global industrial equipment manufacturer of materials processing machinery, waste and recycling solutions, mobile elevating work platforms (MEWPs), and equipment for the electric utility industry. It also manufactures commercial and custom fire and ambulance vehicles, and recreational vehicles. Its products are manufactured in North America, Europe and Asia Pacific and sold globally. 2025 was a transformational year, marking the successful integration of Environmental Solutions Group and the initiation of the merger with REV, which was concluded in February 2026.
TEX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 12.59; value investors should take notice.
For fiscal 2026, 11 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.16 to $5.00 per share. TEX boasts an average earnings surprise of +14.6%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, TEX should be on investors' short list.
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 BE 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.
A securities class action alleges Wall Street's models for Bloom Energy Corporation were built on management's repeated "no China supply chain" assurances, until a July 8, 2026 investigative report traced Chinese scandium into the Company's supply base and BE shares fell $15.28.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in Bloom Energy Corporation (NYSE: BE) that a securities class action has been filed on behalf of shareholders who purchased securities between February 27, 2025 and July 8, 2026. Learn more about the case. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
BE closed at $254.29 on July 8, 2026, down $15.28 per share, or 5.7%, on unusually heavy trading volume after Hunterbrook Media published a report titled "Bloom's Big Lie." The lead plaintiff deadline in this matter is September 28, 2026.
Coverage Built on Supply Chain Assurances
Analysts covering the fuel cell sector spent the Class Period modeling tariff and rare earth exposure for a company that told the market it had none. On an April 30, 2025 earnings call, management reaffirmed 29% margin guidance for the year and told analysts the tariff impact could be mitigated to roughly 100 basis points, citing a supply base that was not dependent on China. Coverage indicated that this sourcing profile was treated as a structural advantage relative to peers exposed to Beijing's export controls.
Analyst Coverage Timeline
February 27, 2025: Fiscal 2024 results and a Form 10-K stating the supply chain "does not have significant exposure to China" anchor sector models. April 30, 2025: Management reaffirms 29% margin guidance and frames tariff exposure at approximately 100 basis points. July 31, 2025: The Company narrows expected fiscal 2025 gross margin impact from tariffs to approximately one percent. October 28, 2025: A Form 10-Q acknowledges China supplies 70% of rare earth metals used at tier 2 and tier 3 sub-assembly suppliers, while maintaining the supply chain is not dependent on China. July 8, 2026: The Hunterbrook report traces four alleged China-linked routes, including scandium oxide shipped directly to a Delaware plant and materials routed through Thailand, Japan, and South Korea, prompting reassessment of the sourcing narrative. Why Analyst Shifts Matter for Investors
The lawsuit contends that the assurances feeding sell-side models were materially false because Bloom Energy allegedly obtained scandium through intermediaries sourcing from China, understating its reliance on Chinese material. Analysts noted the Company's positioning as insulated from rare earth export controls, a premise the complaint alleges lacked a reasonable basis.
"When analyst expectations are built on incomplete or misleading company disclosures, the resulting corrections can cause significant investor harm. Here, the complaint alleges Bloom Energy's stated independence from Chinese scandium sourcing was central to how the market assessed its tariff and rare earth risk." -- Joseph E. Levi, Esq.
Submit your information or call (212) 363-7500.
Levi & Korsinsky, LLP — Top 50 securities litigation firm (ISS, seven consecutive years). Over 70 professionals. Hundreds of millions recovered.
Frequently Asked Questions About the BE Lawsuit
Q: What specific misstatements does the BE lawsuit allege? A: The complaint alleges Bloom Energy made materially false or misleading statements regarding its independence from Chinese scandium and Chinese supply chain exposure during the Class Period. When a July 8, 2026 report traced Chinese scandium into the Company's supply base through intermediaries in Thailand, Japan, and South Korea, the stock price declined sharply.
Q: How much did BE stock drop? A: Shares fell approximately 5.7%, a decline of $15.28 per share, to close at $254.29 on July 8, 2026 following publication of the report. Investors who purchased shares during the Class Period at allegedly inflated prices and suffered losses may be eligible to seek compensation.
Q: Who are the defendants named in the BE lawsuit? A: The complaint names Bloom Energy Corporation and individual defendants including senior executives who signed SEC filings, made public statements, or certified financial disclosures under Sarbanes-Oxley.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What do BE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as an absent class member.
Q: What if I already sold my BE shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What does it cost me to participate? A: There is no upfront cost to contact the firm. Securities class actions are generally handled on a pure contingency basis, with no retainer and no out-of-pocket costs. Any attorneys' fees and expenses awarded to class counsel are subject to court approval.
Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution. Timing depends on the court schedule, case developments, and whether the matter is dismissed, settled, or litigated further.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Key Takeaways Bloom Energy will join the S&P 500 on Sept. 21, spotlighting ETFs holding the fuel cell giant.Bloom Energy posted record $1.07 billion in Q2 revenues, up 166% year over year, driven by product sales. ETFs like HYDR rank Bloom Energy as their top holding, with weights ranging from 5% to 17%. In a significant development for the artificial intelligence (AI)-led power revolution, Bloom Energy (BE - Free Report) has been officially named to join the benchmark S&P 500 index, a change that will take effect prior to the market open on Sept. 21, 2026. Following the announcement, Bloom Energy's stock rallied sharply at the bourses, as high as 9.6% on Sept. 8.
This milestone achievement also places a bright spotlight on exchange-traded funds (ETFs) that offer exposure to this fuel cell giant, with these funds now poised to benefit from the heightened institutional demand and rebalancing flows that typically accompany an index inclusion of this magnitude.
To understand why this event is so pivotal for ETF investors, one must first look at the extraordinary fundamentals that propelled Bloom Energy into the large-cap league, and why a diversified ETF approach might be the most prudent strategy for navigating its high-growth trajectory.
What Fueled Bloom Energy’s S&P 500 Ascent?Bloom Energy's meteoric rise to the S&P 500 is a testament to its strategic positioning at the intersection of the AI boom and America’s strained power grid. The company has become a direct play on the insatiable energy demands of AI data centers, offering solid-oxide fuel cells as a quicker, on-site power solution that bypasses the years-long wait for traditional grid connections.
The company's recent financial performance has been nothing short of spectacular, which in turn helped its promotion to the prestigious S&P 500 index.
Evidently, BE reported record revenues of $1.07 billion in the second quarter of 2026 and registered a staggering 166% year-over-year increase, driven by a 215% surge in product revenues.
The primary catalyst accelerating Bloom’s top-line growth is the skyrocketing power demand from AI data centers. As regional electrical grids face severe capacity constraints, major hyperscalers and utility operators are increasingly turning to Bloom Energy’s solid-oxide fuel cell systems for rapid, on-site, off-grid power generation.
Will Bloom Energy Maintain Its Momentum?Bloom Energy's growth trajectory remains strongly supported by fundamental catalysts. The short-term price target for BE, offered by 22 analysts, stands at $274.86, pointing to a potential upside of approximately 8.70% from its current trading level.
This momentum is further bolstered by Bloom Energy’s management raising its full-year 2026 revenue guidance to a range of $3.9 billion to $4.2 billion, reflecting a 100% year-over-year growth rate at the midpoint. Driving this outlook are transformative commercial milestones, including a landmark partnership with Oracle to deliver up to 2.8 gigawatts of fuel cell capacity, alongside a fivefold expansion of its funding framework with Brookfield Asset Management to $25 billion.
Provided these initiatives are successfully executed, the robust demand for rapid, on-site energy solutions should help keep Bloom Energy's long-term stock performance buoyant.
The Case for ETF-Based ExposureDespite BE's bright operational outlook, direct stock ownership exposes investors to elevated valuation risks.
The share price's recent surge of almost 10% indicates that market participants have already priced in much of the optimism surrounding its S&P 500 inclusion.
Further, Bloom Energy trades at a price-to-earnings ratio of 67.99—a steep premium compared to the S&P 500 average of 20.09—while also facing broader sector risks like industry-wide supply chain bottlenecks.
In this environment, investing through an exchange-traded fund offers a more prudent strategy. An ETF will allow investors to capture Bloom Energy's index-inclusion tailwinds and high-growth trajectory while spreading downside risk across complementary holdings in the clean technology, grid infrastructure, and industrial sectors.
ETFs in the SpotlightTaking into consideration the aforementioned discussion, investors looking to gain exposure to Bloom Energy through a safer, diversified approach may add the following ETFs to their watchlist and invest in them if it seems fit:
Global X Hydrogen ETF (HYDR - Free Report)
This fund, with net assets worth $110.3 million, offers exposure to 25 companies involved in hydrogen production, the integration of hydrogen into energy systems and the development/manufacturing of hydrogen fuel cells, electrolyzers, and other technologies related to the utilization of hydrogen as an energy source. Of these, Bloom Energy holds the first spot with 17.21% weightage.
HYDR has surged 45.6% year to date and charges 50 basis points (bps) in fees. It traded at a volume of 0.04 million shares in the last trading session.
iShares Global Clean Energy ETF (ICLN - Free Report)
This fund, with net assets worth $2.10 billion, offers exposure to 105 global companies involved in clean energy. Of these, Bloom Energy holds the first spot with an 8.51% weight.
ICLN has risen 11.4% year to date and charges 38 bps in fees. It traded at a good volume of 11.18 million shares in the last trading session.
Global X U.S. Electrification ETF (ZAP - Free Report)
This fund, with net assets worth $471.2 million, offers exposure to 45 companies that are involved in conventional electricity generation, transmission, and distribution; alternative electricity generation and technology solutions; and the modernization, development, manufacturing, or implementation of grid infrastructure and smart grid technology. Of these, Bloom Energy holds the first spot with 5.53% weightage.
ZAP has rallied 11.4% year to date and charges 50 bps in fees. It traded at a volume of 0.14 million shares in the last trading session.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, marked its 20th year as a publicly listed company with the launch of its new brand: ‘Go Beyond,’ reflecting the differentiated position EXL has built at the intersection of data, AI, industry context and enterprise execution. In celebration of the milestone, EXL leadership rang the opening bell at Nasdaq, ushering in a new era of innovation and value creation for its clients.
“‘Go Beyond.’ is more than a tagline, it’s the standard we hold ourselves to every day,” said Rohit Kapoor, chairman and chief executive officer, EXL. “Our clients come to us to fundamentally reimagine how their enterprises operate. With AI transforming every industry, we’ve built something rare; a company with domain depth to know what questions to ask and data and AI capabilities to answer them at scale.”
EXL's brand refresh reflects the company's purpose “we find a better way” and its commitment to continuous reinvention and growth, underscoring a history of anticipating market shifts and leading industry transformation. From its early move into data and analytics in 2006 to its August 2026 acquisition of iMerit, which expanded its capabilities in advanced AI model training and frontier AI development, EXL has consistently pushed beyond traditional industry boundaries to deliver innovation and create new sources of value for clients. Today, more than 60% of the company’s revenues are data and AI-led, and EXL continues to achieve market-leading growth.
“For 27 years, EXL has been built on a simple idea: We find a better way,” said Shirley Macbeth, chief marketing officer of EXL. “‘Go Beyond.’ is the brand that captures that. It’s an invitation to our clients and employees to push the boundaries of what’s possible and a reflection of the company EXL has become, a global data and AI leader that combines deep domain and context expertise with trusted execution to drive outcomes that matter.”
Learn more about EXL’s transformation and the ‘Go Beyond.’ brand in action.
About EXL
EXL (NASDAQ: EXLS) is a global data and AI company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL propels enterprises to go beyond AI ambition to impact by combining the power of data, AI, and deep industry context with trusted execution. Our clients include the world's leading corporations across insurance, healthcare, banking and capital markets, retail, communications and media, and energy and infrastructure, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have approximately 68,000 employees spanning six continents. For more information, visit http://www.exlservice.com.
This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. You should not place undue reliance on those statements because they are subject to numerous uncertainties and factors relating to EXL's operations and business environment, all of which are difficult to predict and many of which are beyond EXL’s control. Forward-looking statements include information concerning EXL’s possible or assumed future results of operations, including descriptions of its business strategy. These statements may include words such as “may,” “will,” “should,” “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate” or similar expressions. These statements are based on assumptions that we have made in light of management's experience in the industry as well as its perceptions of historical trends, current conditions, expected future developments and other factors it believes are appropriate under the circumstances. You should understand that these statements are not guarantees of performance or results. They involve known and unknown risks, uncertainties and assumptions. Although EXL believes that these forward-looking statements are based on reasonable assumptions, you should be aware that many factors could affect EXL’s actual financial results or results of operations and could cause actual results to differ materially from those in the forward-looking statements. These factors, which include our ability to maintain and grow client demand, our ability to hire and retain sufficiently trained employees, and our ability to accurately estimate and/or manage costs, rising interest rates, rising inflation and recessionary economic trends, are discussed in more detail in EXL’s filings with the Securities and Exchange Commission, including EXL’s Annual Report on Form 10-K. You should keep in mind that any forward-looking statement made herein, or elsewhere, speaks only as of the date on which it is made. New risks and uncertainties come up from time to time, and it is impossible to predict these events or how they may affect EXL. EXL has no obligation to update any forward-looking statements after the date hereof, except as required by federal securities laws.
Photos accompanying this announcement are available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/27a38828-77ce-49c2-8ae9-906d9c99ee5b
https://www.globenewswire.com/NewsRoom/AttachmentNg/6bd05140-47fd-424e-a1d8-26d46f7e8427
A video accompanying this announcement is available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/5cee85cb-f479-45db-b4b3-d1a14d6d8366
Introducing EXL’s new brand for an AI-driven era: Go Beyond. EXL unveils 'Go Beyond.’ brand launch, reflecting a 27-year track record of breakthrough transformat... EXL leadership rang the opening bell at Nasdaq EXL marked its 20th year as a publicly listed company with the launch of its new brand: ‘Go Beyond,’... Everyone adding AI. Few are creating advantage | Go Beyond with EXL Everyone is adding AI, but bolting generic models onto existing processes doesn’t add real value. To...
Německý index DAX zakončil středeční obchodování v záporném teritoriu. Nejvíce odepsaly akcie společnosti Rheinmetall (-3,8 %), MTU Aero Engines (-3,2 %) a Siemens (-3 %). Růst zaznamenaly společnosti RWE (+1,7 %), SAP (+0,6 %) a Qiagen (+0,4 %).
Evropský index STOXX Europe 600 zakončil den také v záporu, konkrétně odepsal -1,41 %. Největší pokles zaznamenaly sektory zbytné spotřeby (-2,36 %), průmyslu (-2,33 %) a nezbytné spotřeby (-1,87 %). V zelených číslech uzavřel pouze sektor energií (+0,83 %).
Index DAX -1,66 % na 25576,45 b. Nejsilnější akcie Změna Nejslabší akcie Změna RWE (RWE) +1,7 % Rheinmetall AG (RHM) -3,8 % SAP (SAP) +0,6 % MTU Aero Engines (MTX) -3,2 % Qiagen (QIA) +0,4 % Siemens (SIE) -3,0 % E.ON (EOAN) -0,2 % HeidelbergCement (HEI) -2,8 % Bayer (BAYN) -0,3 % Infineon Technologies (IFX) -2,6 % Zdroj: Bloomberg
Troy Ruhanen to Retire; Andrew Robertson Appointed CEO of Omnicom Advertising
, /PRNewswire/ -- Omnicom (NYSE: OMC), the world's leading marketing and sales company, today announced that Troy Ruhanen, President and Chief Executive Officer of Omnicom Advertising, has decided to retire following a distinguished career spanning more than twenty years in leadership roles across Omnicom. Ruhanen's decision follows the successful integration of Omnicom Advertising after the combination of Omnicom and Interpublic, which established a strong foundation for the future.
"Troy has been an exceptional leader whose impact on Omnicom and our industry cannot be overstated. His leadership was instrumental in bringing together our combined organization while strengthening our ability to serve clients and create opportunities for our people. We are grateful for his many contributions and wish him every success in retirement," said John Wren, Chairman and CEO of Omnicom.
Andrew Robertson, currently Chairman of BBDO Worldwide, has been appointed Chief Executive Officer of Omnicom Advertising, effective immediately. Having spent more than two decades as a leader within Omnicom, Robertson brings valuable expertise, long-standing client relationships with marquee global brands, and a demonstrated track record of building high-performing teams. He will work closely with Ruhanen during the transition to ensure a seamless hand-off.
"Andrew is a proven leader with a deep understanding of Omnicom, our clients, and our industry. I look forward to working with him on the continued development of our advertising group, particularly his commitment to ensuring creativity remains at the core of what we do as we advance our AI and technology capabilities," added Wren.
Omnicom Advertising continues to set industry benchmarks, recently welcoming Subway, American Express, and BBVA as new clients while all three of its creative networks ranked in the top 10 at Cannes Lions this year. Its visionary client work has allowed Omnicom to be recognized as the World's Most Effective Holding Group in the Effie Index for three years in a row, and its agencies have consistently been recognized by Fast Company as among the Most Innovative Companies for the past eight years.
"It has been the privilege of a lifetime to work alongside some of the most talented people in our industry. I am incredibly proud of what we have accomplished together. With the integration complete, this is the right moment for me to retire. I have profound confidence in Andrew and our leadership team," said Ruhanen.
"Our plan is clear," said Robertson. "Secure a disproportionate share of the world's most exciting creative and strategic minds, equip them - through Omni - with the industry's most advanced AI enabled tools and data, to deliver exceptional results for a client list that is the envy of our competitors."
About Omnicom Advertising
Omnicom Advertising (OA), the creative agency services capability of Omnicom (NYSE: OMC), aligns leading creative networks; BBDO, McCann and TBWA with creative boutiques such as Goodby, Silverstein & Partners, Deutsch, GSD&M and MARTIN, among others. By bringing these agency brands under one leadership, OA allows them to leverage their collective strength today and tomorrow, to deliver the best, most impactful, creative experiences in the industry. This new connected capability unites more than 20,000 creative minds around the globe on a mission to build distinction for almost two thirds of the world's biggest brands (Interbrand, Best Global Brands 2025).
About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company, built for intelligent growth in the next era. Powered by Omni and its proprietary data and identity, Omnicom's Connected Capabilities unite the company's world‑class agency brands, exceptional talent, and deep domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about M/I Homes (MHO - Free Report) .
M/I Homes currently has an average brokerage recommendation (ABR) of 2.00, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by six brokerage firms. An ABR of 2.00 indicates Buy.
Of the six recommendations that derive the current ABR, three are Strong Buy, representing 50% of all recommendations.
Brokerage Recommendation Trends for MHO
Check price target & stock forecast for M/I Homes here>>>
The ABR suggests buying M/I Homes, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is MHO a Good Investment?Looking at the earnings estimate revisions for M/I Homes, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $12.5.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for M/I Homes. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for M/I Homes.
New York, New York--(Newsfile Corp. - September 9, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Celsius Holdings, Inc. (NASDAQ: CELH) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Celsius securities between February 21, 2025 and June 3, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/cases/celsius-holdings-inc-celh-class_action_lawsuit.
Celsius Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Alani Nu products did not adequately disclose the cardiac risks associated with their consumption; by marketing Alani Nu beverages to consumers under the age of 18, the Company targeted individuals who were particularly susceptible to the products' known health risks; consequently, there was a material risk that consumers of Alani Nu products could suffer potentially fatal adverse health events; the disclosure of these risks was likely to significantly harm the Company's business and reputation; and as a result, Defendants' positive statements concerning the Company's business, operations, compliance policies, and prospects were materially false and misleading and/or lacked a reasonable basis.What's Next for Celsius Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/celsius-holdings-inc-celh-class_action_lawsuit, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Celsius you have until November 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Celsius Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Celsius Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com.
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313262
Source: Bronstein, Gewirtz & Grossman, LLC
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IonQ's CEO just put a specific year on Q-Day, the moment quantum computers could shatter the encryption protecting Bitcoin wallets, and the timeline is far closer than most investors realize. The twist: he's also selling the only product he claims…
Speaking on CNBC Wednesday morning, IonQ (NYSE:IONQ | IONQ Price Prediction) Chairman and CEO Niccolo de Masi put a countdown clock on the cryptography underpinning the world’s largest digital asset. He said IonQ has published a paper laying out how a 2,000-qubit machine could run an elliptic-curve encryption attack in under 26 days, and he reiterated 2028 as his expectation for “Q-Day,” the point at which quantum machines threaten today’s public-key standards. He was careful to add the capability “is not here yet.”
Why the Timeline Just Got Shorter De Masi has been telegraphing this compression for months. On IonQ’s Q2 2026 call, he told investors: “As I foretold a year ago, the timeline for cryptographically relevant machines that threaten RSA encryption is rapidly compressing. Over the past 15 years, the estimated number of qubits needed to break encryption has dropped by four orders of magnitude.” He added: “A year ago, people thought that Q-Day was something happening in the 2030s. They now understand it’s something happening in the 2020s.”
CFO Inder Singh warned that “financial services is definitely waking up to the cold, hard reality that at some point, RSA 2048 and other encryption protocols, such as ECC 256, may all be broken.” ECC 256 secures Bitcoin wallet signatures.
Roadmap Behind the Warning De Masi said the company is “accelerating our path to 10,000 qubits in 2027,” after having received first fully featured, fully integrated QPUs back from SkyWater and planning to begin commissioning 256-qubit systems in 2027. Q2 revenue landed at $80.1 million, up 287% year over year, with full-year 2026 guidance of $280M to $290M and remaining performance obligations of $485 million.
Self-Interest, in His Own Words De Masi flagged the obvious tension himself, telling CNBC IonQ is “a huge participant, investor, and solution provider in the quantum security space.” The company just launched a QKD product, ClavisXG Multiplex, aimed at protecting existing fiber networks, and de Masi called quantum key distribution something “that requires a violation of laws of physics to hack and crack.” He is publishing the threat and selling the shield.
Collision With Crypto Flows Bitcoin (CRYPTO:BTC) traded near $79,530 Wednesday, up 22.96% over the prior month. Michael Saylor’s Strategy resumed buying, disclosing a $370 million bitcoin purchase after a 10-week pause. The buyers most exposed to de Masi’s timeline are adding, not trimming.
IonQ shares last traded at $39.17, down 11.84% over the past month and 12.7% year to date, even after the SkyWater close and 256-qubit progress. If de Masi is right about 2028, the market is not yet pricing it in (we studied what the early signals of the biggest tech winners looked like and turned it into a free playbook here: The Next Nvidia Playbook).
Contact [email protected] for any questions or corrections.
Shares in the five most prominent quantum computing companies are rising today despite a larger market pullback. The stock price jump in the companies controlling the nascent technology comes after three of the companies secured hundreds of millions in funding from the U.S. government.
IonQ CEO and Chairman Niccolo de Masi joins CNBC's Morgan Brennan to discuss the future of quantum computing, AI and cybersecurity. He also addresses the company's higher full-year revenue outlook, the SkyWater Technology acquisition and a new quantum computing platform called superion on IonQ's Investor Day.
FICO Educational Analytics Challenge Returns for Fourth Year, Tasking Students with Building AI to Detect Cyber Attacks Global analytics software leader FICO (NYSE: FICO) announced its FICO Educational Analytics Challenge is returning for a fourth year, providing students at Historically Black Colleges and Universities (HBCUs) direct, practical exposure to the work of professional data scientists. The program pairs classroom theory with hands-on AI model-building, giving students real skills training they can carry into a career. For this fall semester, FICO welcomes back Alabama A&M University, Dillard University, Morehouse College and Fayetteville State University. The program is led by FICO’s Chief Analytics Officer, Dr. Scott Zoldi, and FICO’s team of data scientists who will spearhead weekly instruction and mentor participants throughout the semester.
In its fourth year, the Fall 2026 program challenges students to address cybersecurity vulnerabilities by designing and training their own machine learning systems capable of spotting network intrusions before they cause damage. Participants will study various types of intrusion, ranging from denial-of-service attacks and botnets to ransomware and crypto mining, before applying their learnings and models to real-world cybersecurity scenarios. Through this hands-on approach, FICO is helping cultivate the intrusion-detection expertise the data science field will increasingly depend on. FICO has spent decades pioneering Responsible AI models that today's financial institutions rely on to prevent cybercrimes. In addition to hands-on learning and advanced curriculum, FICO provides financial grants to support students at participating universities.
"The Analytics Challenge has pushed our students to think critically about how AI models are built and the importance of applying AI responsibly," said Dennis Sigur Jr., assistant professor of computer science at Dillard University. “This fall, our students are excited to apply real-world skills that will prepare them for meaningful careers in analytics and data science while building solutions that address a cybersecurity threat that only continues to grow.”
“As cyber threats become more sophisticated, so must the people building the systems that defend against them,” said Dr. Zoldi. “Through this program, students learn and design AI models that must make decisions on first seen and evolving cyber-attacks with sophisticated unsupervised AI. It’s the kind of hands-on, high-stakes practical work that prepares them for a career in analytics, and we’re proud to help guide them through it and influence data science curriculum at the same time.”
The HBCU Data Science Consortium (DSC) is a collaboration of leaders in academia, industry and government formed to address today's data challenges. FICO's partnership with the DSC builds on existing work with Dr. Velma Latson, co-executive director of the DSC. Through this partnership, FICO data scientists mentor students and support the development of university analytics curricula at institutions without formal data science programs. The goal is to strengthen the pipeline of diverse data science talent entering the field, while giving students hands on experience in Responsible AI and real-world analytics they can carry into their careers.
"FICO continues to be on the forefront of innovation and technology advancements," said Dr. Latson. "As a professor and now through my work with the DSC, I have the unique opportunity to help other universities adopt the program and witness the impact firsthand, as I have the last three years. The program provides an invaluable opportunity for students to gain hands-on experience with AI, as well as for faculty to identify and fill gaps in data science curriculum and help ready their students for the workforce."
FICO also provides resources for students regarding workforce and career development.
Solving diverse problems demands a field of practitioners as diverse as the data itself. FICO remains a proud participant in the HBCU Partnership Challenge, an initiative of the Bipartisan Historically Black Colleges and Universities Caucus led by Congresswoman Alma Adams and Congressman French Hill. Through the HBCU Partnership Challenge, FICO continues to build strategic, lasting relationships with HBCUs while broadening the talent pipeline into the data science industry.
To learn more about the FICO Educational Analytics Challenge, including how to get involved, visit: https://www.fico.com/en/feac
About FICO
FICO (NYSE: FICO) powers decisions that help people and businesses around the world prosper. Founded in 1956, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 200 U.S. and foreign patents on technologies that increase profitability, customer satisfaction and growth for businesses in financial services, insurance, telecommunications, health care, retail and many other industries. Using FICO solutions, businesses in more than 80 countries do everything from protecting 4 billion payment cards from fraud, to improving financial inclusion, to increasing supply chain resiliency. The FICO® Score, used by 90% of top U.S. lenders, is the standard measure of consumer credit risk in the U.S. and has been made available in over 40 other countries, improving risk management, credit access and transparency.
Learn more at https://www.fico.com/en
Join the conversation at https://x.com/FICO_corp & https://www.fico.com/blogs/
For FICO news and media resources, visit https://www.fico.com/en/newsroom
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BALA CYNWYD, Pa., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky ([email protected]) or Marc Ackerman ([email protected]) at 855-576-4847. There is no cost or financial obligation to you.
Washington just handed out $2 billion in quantum manufacturing incentives, and the money landed in some very unexpected places. Five stocks are quietly positioned to capture the fallout, and most investors have no idea they qualify.
The Commerce Department’s CHIPS Research and Development Office has signed nine letters of intent to provide $2.013 billion in federal incentives for domestic quantum, and the money did not fan out evenly. Two foundry awards, $375 million for GlobalFoundries and $1 billion for IBM, alone account for roughly two-thirds of the entire program, each single check dwarfing the largest system-developer award. Every recipient must accept a minority, non-controlling equity stake for the U.S. Department of Commerce as a condition of the funds. Washington is buying the picks and shovels in quantum, and taking paper in return.
1. GlobalFoundries: The Foundry Nobody Filed Under “Quantum” Retail screens for quantum exposure rarely surface GlobalFoundries (NASDAQ:GFS | GFS Price Prediction). They should. GlobalFoundries is a pure-play U.S. contract foundry, and CEO Tim Breen used the second-quarter call to discuss the launch of Quantum Technology Solutions, a dedicated group built to move the industry “from prototypes to high-volume production” across superconducting, trapped ion, photonic, topological, and spin modalities. That is the whole board, one fab.
The dollar case is stacked. GlobalFoundries has an expected $375 million grant from the Commerce Department to build out domestic quantum manufacturing capacity, layered on top of a separate $300 million letter of intent tied to its Scale silicon photonics platform. Meanwhile, the picks-and-shovels flywheel is already spinning: Communications Infrastructure & Datacenter revenue hit $277 million in the second quarter, up 62.0% year over year on silicon photonics and SiGe demand.
The stock is not pricing this in. GlobalFoundries is up 24.3% year to date as of September 9, 2026, but it has fallen 8.4% over the past month. Every trapped-ion, superconducting, and photonic developer chasing scale eventually walks into someone’s fab. The next name on this list is one of GlobalFoundries’ biggest customers, and it is about to open its own.
2. IBM: The $10 Billion Bet That Turns the Program Into a Foundry Business IBM (NYSE:IBM) is the heavyweight in this program and the largest single recipient. On the second-quarter call, Arvind Krishna said IBM announced a letter of intent with the Commerce Department to build Anderon, “the world’s first pure-play quantum foundry,” supported by a billion dollars in CHIPS incentives and a billion-dollar cash contribution by IBM. As of that call, the award was proposed, not a signed definitive agreement.
The scale behind Anderon is what changes the math. IBM disclosed plans to invest more than $10 billion in quantum over the next five years, spanning R&D, capital expenditure, manufacturing scale-up, M&A, and ecosystem expansion, all pointed at Starling in 2029, the world’s first large-scale, fault-tolerant quantum computer. IDC evaluated 11 quantum computing vendors and ranked IBM first overall. This is a serious industrial commitment.
The share price is the mispricing. IBM is down 20.8% for the calendar year, weighed down by a 42% mainframe decline in the second quarter that overshadowed $2.54 billion of free cash flow. MarketWatch is already framing the selloff as an opportunity. If Anderon signs, the sector’s biggest customer becomes its biggest fab operator.
3. Rigetti Computing: Superconducting Pure-Play With a Nine-Figure Federal Backstop Rigetti Computing (NASDAQ:RGTI) is the superconducting gate-model pure-play whose roadmap now has federal underwriting. Under the May program, the Commerce Department named Rigetti for up to $100 million in planned funding to address next-generation superconducting quantum computing, including miniaturized readout electronics. That is the exact chip work a foundry like GlobalFoundries is being paid separately to fabricate. The picks-and-shovels linkage is direct.
The balance sheet speaks for itself. Rigetti posted second-quarter revenue of $5.14 million, up 185.3% year over year, ended the quarter with $541.29 million in cash and investments, and no debt, and has a Cepheus-1-108Q system live on Rigetti QCS, Amazon Braket, Microsoft Azure Quantum, and qBraid at roughly 99.1% median two-qubit gate fidelity. Analyst target price stands at $28.81, well above the current share price.
Rigetti has given back 28.8% year to date, and that is precisely where the setup can be found. If the letter of intent converts to a signed agreement, the milestone-contingent payout still lands over three years, but the reputational floor lifts immediately. The next name plays a different quantum game entirely.
4. D-Wave Quantum: The Only Recipient Playing Both Sides of the Modality Fight D-Wave Quantum (NYSE:QBTS) is the only company in the CHIPS quantum portfolio pursuing both annealing and gate-model architectures. The Commerce Department named D-Wave for $100 million in planned funding for advancements in annealing and gate-model superconducting quantum systems, including qubit counts, error rates, and coherence through dielectric material optimization and high-density advanced packaging. That last phrase, advanced packaging, is where GlobalFoundries’ cryogenic packaging roadmap intersects the D-Wave device stack.
The commercial mix is where D-Wave stopped looking like a research prop. Second-quarter bookings for the first half of 2026 surged to $35.5 million versus $2.9 million a year earlier, anchored by a $20 million system sale, while remaining performance obligations expanded 668% year over year to $40.7 million, and commercial customers rose to 62.4% of revenue from 45.1%. The $546.2 million cash and investments balance covers the run rate through the roadmap.
Wall Street sees it: the analyst target price is $35.24, with 14 Buy ratings and one Strong Buy against a single Hold. D-Wave is off 35.2% year to date. The last name on this list has more cash than any of them, is newer than all of them, and just walked into the program with a signed letter tied to a supply chain nobody else can touch.
5. Quantinuum: The Newest IPO Sitting on the Biggest War Chest Quantinuum (NASDAQ:QNT) is the trapped-ion leader, and the Commerce Department named it in the same May tranche for $100 million in planned funding to address critical bottlenecks for scaling fault-tolerant trapped-ion computers, including low-loss integrated photonics and reliable optical components at trapped-ion wavelengths. Those are photonic components. On the GlobalFoundries call, management named Quantinuum specifically among the eight leading quantum players it is working with. The picks-and-shovels loop closes here.
The numbers are why this slot is the payoff. Quantinuum reported first-quarter-as-public revenue of $8.00 million, up 279% year over year, ended the quarter with $2.11 billion in cash after a $1.70 billion gross IPO, the largest war chest among quantum pure-plays, and issued initial FY2026 revenue guidance of $28 million to $32 million. The Helios system is live inside Oracle Cloud Infrastructure, Sol trap chips are back from fabrication targeting 2027, and Apollo remains on schedule for 2029.
Quantinuum closed most recently at $50.47 and was last seen down 27.3% from its June 4, 2026, starting price. Newest name, deepest cash, direct Commerce letter, and a fab partner already collecting its own federal check—that is the whole thesis in one ticker.
Washington is betting $2 billion on the “picks and shovels” of quantum computing—and they’re demanding a piece of the companies in return. Close the Loop The Commerce Department concentrated the money in the manufacturing layer, and the fabs are already collecting checks the pure-plays still need to earn. Every letter of intent still has to convert to a signed definitive agreement, and every dollar still has to clear milestone gates against a minority equity stake for the government. That is the price of admission. Spotting the next monster tech winner early tends to come down to a few recurring signals (we cataloged them in a free playbook here: The Next Nvidia Playbook). The order of the queue is set. The signatures are the catalyst.
Contact [email protected] for any questions or corrections.
A seven-holding portfolio promising $12,500 a month sounds straightforward until you examine whose money is actually funding some of those distributions, and why the highest-yielding positions have the weakest claim to keeping their promises.
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In order to pull $12,500 a month, or $150,000 a year, from this seven-holding mix, you need roughly $2.5 million invested at a blended yield near 6%. Hitting that number is more fragile than it looks.
A broad dividend index fund and two blue-chip anchors form the conservative core. Two options-income ETFs act as the yield engine. A gaming REIT and a business development company round it out as a credit-flavored sleeve. That mix pushes the blended yield high enough to justify $2.5 million rather than the roughly $4.3 million a plain 3.5% dividend portfolio would demand. Reaching for the extra yield is where trouble starts.
What You Are Actually Being Paid, and With Whose Money Start with the highest headline yield: the NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI). Filing officer Garrett Paolella disclosed in a Form 8937 covering the fiscal year ending 5/31/25 that QQQI’s declared distributions that year included a nontaxable return of capital component. Return of capital is the fund handing back your own money: holders reduce their cost basis by that amount, producing a larger taxable gain later when shares are sold. It represents your own capital being returned rather than income the strategy earned. That filing is the most recent available to us; the current year’s mix may differ. A headline yield built substantially on return of capital overstates what an investor genuinely earns.
The other options-income sleeve, the Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO), carries a different distortion. Its trailing twelve-month distributions total $3.005 per share while the annualized forward figure is only $2.336. The gap comes from an unusually large $0.953 distribution on December 30, 2025, several times the recurring monthly amount. Computing yield from the trailing figure suggests this sleeve pays far more than it actually does on a recurring basis. Monthly amounts have been grinding higher, which is real progress, but use the forward number for planning.
Hercules Capital (NYSE:HTGC), the business development company, has held its quarterly distribution flat at $0.47 for four straight quarters, slightly below the $0.48 paid across 2024. Management is holding the payout steady rather than growing it. A BDC lends to smaller, often venture-backed companies, and its income is more sensitive to credit spreads and interest rates than any blue-chip’s dividend. CEO Scott Bluestein reported 125% coverage of the base distribution in Q2, though non-accruals rose from one loan to two.
VICI Properties (NYSE:VICI | VICI Price Prediction) is the portfolio’s price problem child. Shares are down 19% over the past year while the rest of the portfolio has risen. A falling price mechanically raises the quoted yield, so VICI contributes more yield today precisely because it has performed badly. That mechanical yield lift deserves scrutiny before you celebrate it. The business itself looks intact: 100% occupancy and a 39.6-year weighted average lease term, with AFFO per diluted share up 5% in Q2 2026. Still, the market is saying something.
The conservative core is doing its job. The Vanguard High Dividend Yield ETF (NYSEARCA:VYM) has returned 20% over the past year, Duke Energy (NYSE:DUK) raised its quarterly payout to $1.085, and Johnson & Johnson (NYSE:JNJ) delivered its 64th consecutive year of dividend increases. JNJ shares are up 54% in a year, which is excellent for existing holders and painful for anyone buying today, because that run-up compresses the income per dollar invested. Past performance and current entry yield are in tension, and it is the single most useful idea in the piece.
What the Reader Actually Keeps For better or worse, it’s going to be taxes that determine how much you keep that can actually be spent. Options-income distributions, BDC dividends, and REIT payouts are largely ordinary income taxed at regular rates rather than at the qualified-dividend rate the blue chips enjoy. At $150,000 of annual investment income, the gap is material. QQQI, DIVO, HTGC, and VICI belong in tax-advantaged accounts where possible; VYM, JNJ, and DUK sit comfortably in a taxable one. QQQI’s return-of-capital character carries its own basis consequence on top of that.
Yield reaching is the larger issue, as the highest-yielding positions here have the weakest claim to durable income, and most of this portfolio is US large-cap equity risk wearing different labels. It falls together in a selloff. There is no cash and nothing that behaves differently in a bad quarter.
Where to Trim First This portfolio can produce $12,500 a month on paper today, but the quality tilts wrong for an income that large. QQQI is the position to trim, both for the return-of-capital character and the ordinary-income tax treatment. Shift that weight toward the conservative core, accept a lower blended yield and a larger required balance, and you keep more of what you take out and lose less when the market rolls. Building income that actually behaves like a paycheck (the mix, the payment calendar, the withdrawal order) is the whole exercise in our free Paycheck Portfolio guide. Treat this as an illustration for your own analysis.
Contact [email protected] for any questions or corrections.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Hercules Capital (HTGC - Free Report) .
Hercules Capital currently has an average brokerage recommendation (ABR) of 1.50, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 10 brokerage firms. An ABR of 1.50 approximates between Strong Buy and Buy.
Of the 10 recommendations that derive the current ABR, seven are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 70% and 10% of all recommendations.
Brokerage Recommendation Trends for HTGC
Check price target & stock forecast for Hercules Capital here>>>
The ABR suggests buying Hercules Capital, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is HTGC a Good Investment?In terms of earnings estimate revisions for Hercules Capital, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $1.95.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Hercules Capital. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Hercules Capital.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: AppFolio (APPF - Free Report) Santa Barbara, CA-based AppFolio provides a cloud-based platform for the real estate industry, serving property managers across single-family, multifamily, affordable, commercial, student housing and community associations. The software supports daily operations and transactions, including resident screening, digital payments and insurance-related risk mitigation, central to leasing and property management workflows.
APPF is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. APPF has a Momentum Style Score of B, and shares are up 1.5% over the past four weeks.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.16 to $6.91 per share. APPF boasts an average earnings surprise of +4.6%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, APPF should be on investors' short list.
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
A safer approach could be investing in bargain stocks with recent price momentum. While the Zacks Momentum Style Score (part of the Zacks Style Scores system) helps identify great momentum stocks by paying close attention to trends in a stock's price or earnings, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
There are several stocks that currently pass through the screen and ChargePoint Holdings, Inc. (CHPT - Free Report) is one of them. Here are the key reasons why this stock is a great candidate.
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 49.4%, the stock of this company is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. CHPT meets this criterion too, as the stock gained 30.1% over the past 12 weeks.
Moreover, the momentum for CHPT is fast paced, as the stock currently has a beta of 1.77. This indicates that the stock moves 77% higher than the market in either direction.
Given this price performance, it is no surprise that CHPT has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped CHPT earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, CHPT is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. CHPT is currently trading at 0.53 times its sales. In other words, investors need to pay only 53 cents for each dollar of sales.
So, CHPT appears to have plenty of room to run, and that too at a fast pace.
In addition to CHPT, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
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Key Takeaways Beazer Homes, Centene, HP, ChargePoint and Cracker Barrel emerge from a broker-focused stock screen. Centene's current-year EPS estimate has surged 135.1% year over year after four straight earnings beats. CHPT connects drivers to over 1.4 million charging ports, while HP benefits from its expanding AI PC mix. The resumption of hostilities between the United States and Iran and the resultant deepening of the impasse surrounding the Strait of Hormuz implies that there is no end in sight to the crisis that has rattled markets worldwide. Adding to the woes, the Ukraine-Russia tensions show no signs of subsiding even after so many years.
Moreover, the expectation that the Federal Reserve will keep interest rates higher for longer highlights that we are not yet out of the woods on inflation. Amid this uncertainty, the strong jobs report has reinforced the resiliency of the U.S. economy. Another encouraging factor is the impressive second-quarter 2026 earnings reports amid this turbulent scenario.
In this challenging scenario, investors would like to design their portfolio of stocks prudently so that their hard-earned money is not wasted. One way to move forward is to bet on broker-favored stocks like Beazer Homes USA (BZH - Free Report) , Centene (CNC - Free Report) , HP (HPQ - Free Report) , ChargePoint Holdings (CHPT - Free Report) and Cracker Barrel Old Country Store (CBRL - Free Report) .
Since brokers meticulously follow the stocks in their coverage, they revise their earnings estimates after carefully examining the pros and cons of an event for the concerned company. Naturally, their estimate revisions serve as an important pointer regarding the price of a stock. Given this extensive know-how, brokers are deemed to be experts, equipped with thorough knowledge and a clear insight into the nitty-gritty of the investment world. Paying heed to such well-researched information is, therefore, advisable for investors.
Screening Parameters # (Up- Down Rating)/ Total (4 weeks) =Top #75 (This gives the list of top 75 companies that have witnessed net upgrades over the last 4 weeks).
% change in Q (1) est. (4 weeks) = Top #10 (This gives the top 10 stocks that have witnessed earnings estimate revisions over the past 4 weeks for the upcoming quarter).
Price-to-Sales = Bot%10 (The lower the ratio, the better. Companies meeting this criterion are in the bottom 10% of our universe of over 7,700 stocks concerning this ratio).
Current Price greater than 5 (as a stock trading below $5 is unlikely to create significant interest for most investors).
Average Daily Volume greater than 100,000 shares over the last 20 trading days (Volume has to be significant to ensure that these are easily traded).
Market value ($ mil) = Top #3000 (This gives us stocks that are the top 3000 in terms of market capitalization).
Com/ADR/Canadian= Com (This eliminates the ADR and Canadian stocks).
Here are five of the 10 stocks that made it through the screen:
Beazer Homes, currently sporting a Zacks Rank #1 (Strong Buy), is headquartered in Atlanta, GA. It is a leading national homebuilder in energy-efficient construction. You can see the complete list of today’s Zacks #1 Rank stocks here
BeazerHomes surpassed the Zacks Consensus Estimate for earnings in three of the last four quarters and missed the mark once, the average beat being 29.4%. The Zacks Consensus Estimate for current-quarter revenues of this construction company has increased 5.2% year over year.
Centene, currently sporting a Zacks Rank #1, is benefiting from disciplined pricing, portfolio optimization and favorable Medicaid rate actions. Centene has consistently used acquisitions and partnerships to expand its scale, deepen capabilities and strengthen its Medicaid footprint.
Centene surpassed the Zacks Consensus Estimate for earnings in each of the last four quarters. The average beat is 151.3%. The Zacks Consensus Estimate for current-year earnings per share has increased by a massive 135.1% year over year.
HP’s expanding AI PC mix, premium PC share gains and broader exposure to workstations, workforce solutions and industrial printing support a better revenue and profit mix. Product innovation and recurring print offerings add durability beyond traditional hardware cycles. Pricing, supply actions and product redesign should help offset rising component costs, while a higher cash-flow outlook and disciplined capital returns provide further support.
HP surpassed the Zacks Consensus Estimate for earnings in each of the last four quarters. HP is using a four-part program to manage higher memory and storage costs through supply actions, demand shaping, targeted cost reduction and disciplined pricing. The stock currently sports a Zacks Rank #1.
ChargePoint is building the infrastructure that makes widespread electric vehicle, or EV, adoption possible. The company has built one of the largest EV charging ecosystems in the world, connecting drivers to more than 1.4 million public and private charging ports globally. Its managed network includes roughly 400,000 charging ports, including more than 41,000 DC fast chargers, with a growing presence across Europe.
ChargePoint, currently carrying a Zacks Rank #2 (Buy), has an impressive earnings surprise history. CHPT surpassed the Zacks Consensus Estimate for earnings in each of the last four quarters, with the average beat being 35.3%.
Cracker Barrel’s brand heritage remains a differentiator, and the company continues to lean into food, value and shared traditions to reinforce guest affinity. Menu upgrades, loyalty engagement and value messaging support traffic recovery, while cost discipline, retail resets and digital tools aid margins at Cracker Barrel.
Cracker Barrel, currently carrying a Zacks Rank #2, has an impressive earnings surprise history. CBRL surpassed the Zacks Consensus Estimate for earnings in three of the last four quarters and missed the mark once, with the average beat being 128.6%.
Key Takeaways MGIC Investment expects new business and solid persistency to support its insurance-in-force portfolio. Declining claims can strengthen MTG's balance sheet and improve its financial profile. MTG repurchased 13.8 million shares for $369.2 million and paid $66.8 million in dividends. MGIC Investment Corporation (MTG - Free Report) hit a 52-week high of $31.89 on Sept. 8. Shares closed at $30.66, and the stock is trading above the 50-day and 200-day simple moving averages (SMAs) of $29.89 and $27.78, respectively, indicating solid upward momentum. The SMA is a widely used technical analysis tool for predicting future price trends by analyzing historical price data.
With a market capitalization of $6.28 billion, the average volume of shares traded in the last three months was 1.76 million.
Image Source: Zacks Investment Research
Price Performance of MTGShares of MGIC Investment have risen 8% in the past year compared with the industry's growth of 9.1%.
Image Source: Zacks Investment Research
MTG Shares Are AffordableMGIC Investment shares are trading at a price-to-book value of 1.25X, lower than the industry average of 2.7X, the Finance sector’s 4.55X and the Zacks S&P 500 Composite’s 7.23X. Its pricing, at a discount to the industry average, gives a better entry point to investors. The stock has a Value Score of B. This style score helps find the most attractive value stocks.
Shares of Enact Holdings, Inc. (ACT - Free Report) , Assurant, Inc. (AIZ - Free Report) and Radian Group Inc. (RDN - Free Report) are also trading at a discount to the industry average.
MTG’s Favorable Return on CapitalThe return on invested capital (ROIC) has been increasing over the last few quarters, as the company has raised its capital investment during the same period. This reflects MTG’s efficiency in utilizing funds to generate income. ROIC was 10.2% in the trailing 12 months, better than the industry average of 1.9%.
MTG’s Growth Projection EncouragesThe Zacks Consensus Estimate for MGIC Investment's 2026 earnings per share indicates a year-over-year increase of 3.2%. The consensus estimate for 2027 earnings per share and revenues indicates an increase of 5.9% and 3.1%, respectively, from the corresponding 2026 estimates.
Earnings have increased 13.1% in the past five years, better than the industry average of 10.7%.
Earnings Surprise HistoryMGIC Investment surpassed earnings estimates in each of the last four quarters, the average being 9.93%.
Optimistic Analyst Sentiment on MTGEach of the four analysts covering the stock has raised estimates for 2026, and two analysts for 2027 over the past 60 days. Thus, the Zacks Consensus Estimate for 2026 and 2027 moved 6.2% and 4.9% north, respectively, in the last 60 days.
Factors Driving MTGNew business and solid annual persistency should drive the insurance-in-force portfolio. A higher level of new and existing home sales, an increased percentage of homes purchased for cash, and an improved level of refinance activity should help MGIC Investment grow.
MTG has been witnessing a declining pattern of claim filings. A decline in losses and claims will strengthen the balance sheet and improve this mortgage insurer’s financial profile.
Management expects the mortgage market to remain broadly similar to recent conditions because affordability remains stretched and refinancing activity is constrained by rates. This backdrop limits near-term portfolio growth, but sustained purchase demand should continue to provide MGIC with opportunities to replenish runoff and preserve its premium base.
MTG maintains substantial capacity above mortgage-insurance capital requirements. As of June 30, 2026, MGIC had $5.6 billion of PMIERs Available Assets and $2.7 billion of excess over Minimum Required Assets, equal to 194% net sufficiency.
MGIC Investment continues to return excess capital through repurchases and dividends when business growth does not require the full amount of capital generated. In the first half of 2026, the company repurchased 13.8 million shares for $369.2 million and paid $66.8 million of common dividends.
Management said it is broadly targeting repurchases near net income in the current environment, indicating that capital returns should remain an important use of excess capital while insurance-in-force growth remains limited.
Wrapping UpHigher premiums, higher levels of home sales and new business will continue to induce growth for MGIC Investment. As part of wealth distribution to shareholders, MTG also engages in share buybacks, reflecting capital strength, financial results, and share price levels that are expected to be attractive to generate long-term value for shareholders.
Coupled with solid growth projections, attractive valuations, and a favorable ROIC as well as optimistic analyst sentiment, the time appears right for potential investors to bet on this Zacks Rank #1 (Strong Buy) insurer. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Broadband Infrastructure Project Ensures More Rural Floridians Can Access America’s Smartest and Most Reliable Converged WiFi Network
MOORE HAVEN, Fla.--(BUSINESS WIRE)--Comcast announced today Xfinity and Comcast Business reliable, high-speed Internet services are now available to more than 2,800 homes and businesses in Glades County, including more than 2,100 locations that previously lacked access to broadband. The project is made possible through a public-private partnership with the state and includes locations in and around the communities of Lakeport, Moore Haven, Ortona and Sarasota Colony.
“This is a major step forward for our community,” said State Rep. Kaylee Tuck. “Reliable Internet access creates new opportunities for our families, students, and small businesses, and helps position Glades County for long-term success. We appreciate Comcast’s investment and their commitment to supporting our community’s future.”
Residents can visit Xfinity.com and businesses should visit ComcastBusiness.com to see if services are available at their address. Xfinity brings Internet, mobile, entertainment, and smart home services into one simple, seamless solution – giving customers more speed, savings, and control over their connected lives. Glades County now joins more than 65 million homes and businesses nationwide with access to a network that fuels innovation, productivity, and everyday connection.
“We’re proud to expand Internet access across Southwest Florida, including in Glades County, where our network is opening new opportunities for residents, businesses and community organizations,” said Kristeen Cominiello, Senior Vice President of Comcast’s Florida Region. “With Xfinity, customers get fast, reliable Internet, mobile savings, entertainment, millions of WiFi hotspots and built-in protection with Xfinity Shield. Comcast Business gives local organizations the connectivity and cybersecurity solutions they need to grow and succeed. This investment reflects our commitment to Glades County and its future.”
Comcast’s expansion in Glades County is part of the company’s latest Florida investments, which also include network builds in Bradford, Columbia, Highlands, Lake, Leon, Miami-Dade, Nassau, Putnam and St. Johns counties.
Xfinity Brings Full Suite of Residential Services to Glades County
Comcast is bringing its full suite of residential Xfinity services to Glades County, including high-speed Internet, streaming, mobile, voice, and home security – delivering reliable, connected experiences for today’s consumers at home or on the go.
Xfinity Internet: Speed, Reliability, and Coverage. With multi-gig speeds, 99.9% reliability, and powerful WiFi that reaches every corner of the home, Xfinity powers streaming, gaming, and video calls – simply and seamlessly. Xfinity Home Solutions: Protection Beyond Connectivity. Powered by Comcast’s advanced network and Xfinity Gateway technology, WiFi Shield is built into our connectivity experience and leverages AI capabilities to transform WiFi into a protection platform for the home. Shield Select offers additional self-monitored security features, while Xfinity Home Security provides the ultimate peace of mind with professionally monitored protection. Xfinity Mobile: Most Reliable Network. Fraction of the Cost. Xfinity Mobile delivers reliable, lightning‑fast speeds – up to 1 Gig – at home and on the go. And now, new customers can get one line free for a full year when they sign up for a qualifying Xfinity Internet plan. Xfinity TV: All Entertainment. One Powerful Platform. Xfinity brings together live TV, streaming, sports, and on-demand content in one easy-to-use experience. With the award-winning Xfinity Voice Remote, finding a show, channel, or game is fast, easy, and frustration-free. Comcast Business: Technology Solutions for Businesses of Any Size
Comcast Business delivers powerful, secure, and always-on connectivity tailored to meet the needs of businesses – whether small startups or growing enterprises. With fast, reliable Internet and advanced networking solutions like SD-WAN, cloud connectivity, and unified communications, Comcast Business helps organizations stay connected, protected, and ready to scale.
For businesses on the move, Comcast Business Mobile offers fast, dependable 5G, flexible data plans, and access to over 23 million WiFi hotspots nationwide. With features like 4K streaming, advanced spam call blocking, and twice-a-year phone upgrades, it’s a mobile solution designed to keep teams productive – wherever business takes them.
What It Means for the Glades County Community
Comcast’s commitment to communities goes beyond building the network and aims to increase economic mobility for the local community and its residents. That’s why Comcast created Internet Essentials, a broadband adoption program that offers eligible households low-cost, high-speed Internet and affordable computers. Additionally, Comcast has made significant investments into Florida nonprofits focused on helping people build digital skills, expanding WiFi-connected Lift Zones, and funding connectivity and Internet adoption programs.
About Comcast Corporation
Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit www.comcastcorporation.com for more information.
Marvell has already handed investors a 242% gain over the past year, yet Wall Street analysts are piling on fresh buy ratings ahead of an October catalyst that could define the next leg of the trade.
Our Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) price target lands well above where shares closed Tuesday, and the setup into October’s Investor Day looks constructive. With AI infrastructure spending accelerating and custom silicon revenue set to more than double next year, the risk/reward still favors the bulls.
Our 24/7 Wall St. price target for Marvell is $281.53, implying 24.9% upside from the current $225.41 close. Our recommendation is a buy with a 90% confidence level.
24/7 Wall St. Price Target Summary Metric Value Current Price $225.41 24/7 Wall St. Price Target $281.53 Upside 24.9% Recommendation BUY Confidence Level 90% A 242% Year and a Fresh Guide Higher MRVL has been one of the year’s best AI trades. Shares are up 165.63% year to date and 242.26% over the past year, off a 52-week low near $66.
Q2 fiscal 2027, reported August 27, delivered revenue of $2.73 billion, up 37% year over year, with non-GAAP EPS of $0.94 beating the $0.928 consensus. Data Center revenue hit $2.17 billion, now 79% of the mix. Management guided Q3 to $3.15 billion and lifted the fiscal 2027 outlook to roughly $12 billion2 billion.
Why Bulls See a Breakout to $350+ The bull thesis rests on custom silicon. Management expects the custom business to more than double year over year in fiscal 2028 and accelerate significantly in fiscal 2029. The expanded Google agreement covers inference accelerators, storage controllers, NICs, memory interface controllers, and near-memory compute.
CEO Matt Murphy called the total opportunity “just massive for Marvell and game-changing.” Add ramping 1.6T optics, 51.2T scale-out switching, and scale-up optics that Murphy said is “much larger than we thought just a quarter ago,” and the bull-case path reaches $353.55 in a year, roughly 57% upside. Consensus backs this with 8 Strong Buys and 31 Buys.
What Could Go Wrong Bear risks include heavy hyperscaler concentration, $4.963 billion in long-term debt, and the Google warrant introducing up to 7% dilution. Custom’s Q3 ramp will pressure gross margin (guided to 57.5% to 58.5%), and stock-based comp jumped to $207.6 million in Q1.
Our bear-case path drifts to $214.89. The margin pressure reflects heavy R&D on Celestial AI and XConn integration, and the warrant functions as customer lock-in. Management expects non-GAAP operating margin to enter the 38% to 40% range by Q4.
How Marvell Compares to Broadcom, NVIDIA, and AMD Broadcom (NASDAQ:AVGO) is the direct custom ASIC competitor, trading at a forward P/E of 19 with a $1.7 trillion market cap. Broadcom’s cheaper multiple makes MRVL’s 68x implied P/E look aggressive, but Marvell’s smaller base gives it more room to compound.
NVIDIA (NASDAQ:NVDA) sets the AI benchmark at a forward P/E of 25 on a $5.56 trillion cap. That NVDA trades cheaper than Marvell on forward earnings is the strongest argument for caution, though Marvell’s growth acceleration is fresher.
AMD (NASDAQ:AMD) trades at a forward P/E of 30 with 50.1% quarterly revenue growth. Against this cohort, our 24/7 Wall St. price target looks reasonable.
Marvell Price Prediction 2026-2030 The 24/7 Wall St. price target of $281.53 with a buy rating and 90% confidence stands. The raised fiscal 2028 guide of roughly 50% year-over-year growth, alongside the custom silicon inflection, anchors the thesis.
The key catalyst to watch is the October 6 Investor Day, particularly whether it validates a fiscal 2029 custom revenue trajectory above the prior $10 billion plus0 billion plus framework. Risks to monitor include softening hyperscaler capex commentary and Q3 gross margin landing below the guided floor.
Year 24/7 Wall St. Price Target 2026 $244.91 2027 $285.54 2028 $329.47 2029 $379.92 2030 $408.62 These projections assume Marvell continues executing on its custom silicon roadmap and AI networking rollout. Significant upside or downside could come from hyperscaler capex shifts or the pace of the scale-up optics ramp.
Contact [email protected] for any questions or corrections.
Blackstone Secured Lending Fund offers a compelling high-income opportunity, supported by a $13.4B portfolio with 96.8% first-lien secured debt. BXSL's diversified portfolio, improving borrower health, and declining nonaccruals underpin downside protection and attractive risk-adjusted returns. At a 0.96x price-to-NAV and 12.6% yield, expectations for a dividend cut appear priced in.
Larry Biegelsen - Wells Fargo Securities, LLC, Research Division
Presentation
Larry Biegelsen
Wells Fargo Securities, LLC, Research Division
Okay. All right. Welcome back to day 2 of the 2026 Wells Fargo Healthcare Conference. I'm Larry Biegelsen, the medtech analyst. And it's my pleasure to host this fireside chat with the management from DexCom. With us, we have Jereme Sylvain, the CFO; and Joe Deltorchio from Investor Relations. So it's a fireside chat. Jereme, thanks so much for being here.
Larry Biegelsen
Wells Fargo Securities, LLC, Research Division
So Jereme, let's start with everyone's favorite topic, type 2 non-insulin. You presented the CONNECT data at ADA, really good results. What's the status of the publication?
Yes. And thanks for bringing up Connect. So obviously, there'll be multiple different things we will file over the course of time with CONNECT. Obviously, we're doing follow-up studies as well. As you mentioned, great results, really, really happy with it. We expect it to be published in a major journal. One of the things you cannot do is say the timing or the name of the journal, if you want it to be published in there, but we are actively working on it. And so we'd expect it to be published here in a relatively short period.
Timing-wise, sometimes you have to kind of time it with the timing of the journal. So we are working closely there. But we would expect it to be in a major journal and
Lululemon (LULU - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this athletic apparel maker have returned -17.9% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Textile - Apparel industry, to which Lululemon belongs, has lost 7.1% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Lululemon is expected to post earnings of $1.36 per share for the current quarter, representing a year-over-year change of -47.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -61.5%.
The consensus earnings estimate of $9.49 for the current fiscal year indicates a year-over-year change of -28.4%. This estimate has changed -20.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $9.55 indicates a change of +0.7% from what Lululemon is expected to report a year ago. Over the past month, the estimate has changed -17%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Lululemon is rated Zacks Rank #5 (Strong Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Lululemon, the consensus sales estimate for the current quarter of $2.31 billion indicates a year-over-year change of -9.9%. For the current and next fiscal years, $10.62 billion and $10.73 billion estimates indicate -4.3% and +1.1% changes, respectively.
Last Reported Results and Surprise HistoryLululemon reported revenues of $2.42 billion in the last reported quarter, representing a year-over-year change of -4.3%. EPS of $2.06 for the same period compares with $3.1 a year ago.
Compared to the Zacks Consensus Estimate of $2.47 billion, the reported revenues represent a surprise of -2.07%. The EPS surprise was +15.08%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Lululemon is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Lululemon. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
Have you assessed how the international operations of Lululemon (LULU - Free Report) performed in the quarter ended July 2026? For this athletic apparel maker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.
The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comprehend how much a company relies on these foreign markets, as this understanding reveals the firm's potential for consistent earnings, its capacity to harness different economic cycles, and its overall growth prospects.
International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.
In our recent assessment of LULU's quarterly performance, we discovered notable trends in its overseas revenue sections, which are typically modeled and scrutinized by Wall Street analysts.
The recent quarter saw the company's total revenue reaching $2.42 billion, marking a decline of 4.3% from the prior-year quarter. Next, we'll examine the breakdown of LULU's revenue from abroad to comprehend the significance of its international presence.
A Look into LULU's International Revenue StreamsDuring the quarter, Canada contributed $285.82 million in revenue, making up 11.8% of the total revenue. When compared to the consensus estimate of $298.6 million, this meant a surprise of -4.28%. Looking back, Canada contributed $283.34 million, or 11.5%, in the previous quarter, and $321.29 million, or 12.7%, in the same quarter of the previous year.
China Mainland generated $407.1 million in revenues for the company in the last quarter, constituting 16.9% of the total. This represented a surprise of -12.62% compared to the $465.91 million projected by Wall Street analysts. Comparatively, in the previous quarter, China Mainland accounted for $478.4 million (19.4%), and in the year-ago quarter, it contributed $392.9 million (15.6%) to the total revenue.
Of the total revenue, $51.42 million came from Hong Kong SAR, Taiwan, and Macau SAR during the last fiscal quarter, accounting for 2.1%. This represented a surprise of -4.71% as analysts had expected the region to contribute $53.96 million to the total revenue. In comparison, the region contributed $51.41 million, or 2.1%, and $47.63 million, or 1.9%, to total revenue in the previous and year-ago quarters, respectively.
Other geographic areas accounted for 14.1% of the company's total revenue during the quarter, translating to $340.35 million. Revenues from this region represented a surprise of -5.65%, with Wall Street analysts collectively expecting $360.74 million. When compared to the preceding quarter and the same quarter in the previous year, Other geographic areas contributed $320.59 million (13%) and $326.47 million (12.9%) to the total revenue, respectively.
During the quarter, Mexico contributed $28.89 million in revenue, making up 1.2% of the total revenue. When compared to the consensus estimate of $25.55 million, this meant a surprise of +13.09%. Looking back, Mexico contributed $24.66 million, or 1%, in the previous quarter, and $21.92 million, or 0.9%, in the same quarter of the previous year.
Projected Revenues in Foreign MarketsWall Street analysts expect Lululemon to report a total revenue of $2.31 billion in the current fiscal quarter, which suggests a decline of 9.9% from the prior-year quarter. Revenue shares from Canada, China Mainland, Hong Kong SAR, Taiwan, and Macau SAR, Other geographic areas and Mexico are predicted to be 12.5%, 21.5%, 2.2%, 15.7%, and 1%, corresponding to amounts of $289.31 million, $497.67 million, $49.85 million, $362.59 million, and $22.08 million, respectively.
For the full year, a total revenue of $10.62 billion is expected for the company, reflecting a decline of 4.4% from the year before. The revenues from Canada, China Mainland, Hong Kong SAR, Taiwan, and Macau SAR, Other geographic areas and Mexico are expected to make up 12%, 18.5%, 2.1%, 14.1%, and 1% of this total, corresponding to $1.27 billion, $1.96 billion, $220.11 million, $1.5 billion, and $108.68 million, respectively.
In ConclusionLululemon's leaning on foreign markets for its revenue stream presents a mix of chances and challenges. Therefore, a vigilant watch on its international revenue movements can greatly aid in projecting the company's future direction.
In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.
Emphasizing a company's shifting earnings prospects is a key aspect of our approach at Zacks, especially since research has proven its substantial influence on a stock's price in the short run. This correlation is positively aligned, meaning that improved earnings projections tend to boost the stock's price.
The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.
At present, Lululemon holds a Zacks Rank #5 (Strong Sell). This ranking implies that its near-term performance might underperform the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Examining the Latest Trends in Lululemon's Stock ValueOver the past month, the stock has lost 17.9% versus the Zacks S&P 500 composite's 0.4% decrease. The Zacks Consumer Discretionary sector, of which Lululemon is a part, has declined 2.3% over the same period. The company's shares have declined 10.7% over the past three months compared to the S&P 500's 4.7% increase. Over the same period, the sector has declined 0.3%
Investors in Credit Acceptance Corporation (CACC - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct 16, 2026 $220 Put had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for Credit Acceptance shares, but what is the fundamental picture for the company? Currently, Credit Acceptance is a Zacks Rank #3 (Hold) in the Financial - Consumer Loans industry that ranks in the Top 35% of our Zacks Industry Rank. Over the last 60 days, one analyst has increased the earnings estimate for the current quarter, while none have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $12.04 per share to $12.21 in that period.
Given the way analysts feel about Credit Acceptance right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.