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Přestože investoři v posledních týdnech zpochybňují tempo investic do umělé inteligence, Nokia těží z opačného trendu. Silné výsledky za třetí čtvrtletí potvrzují, že výstavba datových center a rozšiřování AI infrastruktury vytvářejí nový zdroj růstu, který postupně přebírá roli tradičního telekomunikačního byznysu.

Společnost Nokia oznámila zisk za třetí čtvrtletí, který překonal očekávání analytiků. K tomuto výsledku přispěla rostoucí poptávka po síťovém vybavení pro datová centra, která je poháněna prudkým nárůstem investic do infrastruktury pro umělou inteligenci. Upravený provozní zisk v daném období vzrostl na 605 milionů eur a překonal průměrný odhad analytiků, který činil 454 milionů eur. Nokia těžila z realizace dodávek vybavení pro datová centra, které měla dosud v objemu nevyřízených zakázek. Čisté tržby za dané období vzrostly o 10 % na 5,2 miliardy eur, což mírně překonalo odhady analytiků, píše Bloomberg.

Akcie Nokie ve čtvrtek dopoledne v Helsinkách klesly přibližně o 2 %, zatímco akcie dalších evropských technologických firem rovněž oslabily v důsledku ochabujícího zájmu investorů o sektor spojený s umělou inteligencí. Koš evropských akcií, které by podle banky UBS měly těžit z rozvoje AI, zaznamenal pokles o 2,9 %.

Generální ředitel Justin Hotard usiluje o to, aby se datová centra stala pro Nokii významnějším zdrojem růstu. Poptávka ze strany tradičních telekomunikačních zákazníků totiž zůstává utlumená, což souvisí s pomalým tempem výstavby 5G sítí. V loňském roce Hotard představil strategii zaměřenou právě na využití rozmachu infrastruktury pro AI, která je spojena s restrukturalizací společnosti. Od té doby Nokia již několik svých divizí odprodala. Nyní rozsah restrukturalizace ještě zvyšuje, což povede k celoročním nákladům ve výši až 1,1 miliardy eur.

V rámci své strategické proměny Nokia v loňském roce převzala společnost Infinera, která se zabývá optickými sítěmi. Plnou integraci tohoto podniku očekává do konce roku 2026. Nokia předpokládá, že díky nákladovým synergiím ušetří 200 milionů eur a že její divize optických a IP sítí by mohla v roce 2027 vykázat růst až o 30 %.

Rychlé rozšiřování infrastruktury pro umělou inteligenci ale přináší výrobcům vybavení i nové výzvy. Dodávky některých komponent, například paměťových čipů, jsou omezené, což vedlo k růstu cen. Konkurenční společnost Ericsson uvedla, že se jí podařilo dopady zmírnit, částečně díky tomu, že zákazníci v očekávání růstu cen urychlili své nákupy v průběhu vyjednávání o smlouvách.

Existují náznaky, že své objednávky urychlují také zákazníci společnosti Nokia. Tržby její divize mobilní infrastruktury meziročně vzrostly o 5 % na 2,9 miliardy eur, což překonalo průměrný odhad analytiků ve výši 2,8 miliardy eur, díky „zrychlení příjmů“ již ve čtvrtém čtvrtletí.

„Domnívám se, že zákazníci začínají být obezřetnější a více vnímají rizika spojená s nedostatkem dodávek,“ uvedl Hotard v rozhovoru s novináři pro agenturu Bloomberg. Dodal, že společnost se rovněž zabývá růstem nákladů napříč celým svým podnikáním.

Nokia podle Hotarda navyšuje kapacity, aby odstranila výrobní úzká hrdla u zařízení pro optické sítě. Očekává se, že její druhý závod v kalifornském San Jose bude plně v provozu do konce měsíce. V „jiných částech dodavatelského řetězce polovodičů“ však nadále přetrvávají určitá omezení, dodal.

Nokia spolupracuje se společností Nvidia na zařízení pro mobilní sítě, které využívá pokročilé čipy tohoto amerického výrobce, namísto toho, aby spoléhalo výhradně na jednoúčelové čipy, jež se v telekomunikačních sítích tradičně používají. Toto partnerství je součástí širší snahy Hotarda zajistit pro Nokii pozici v budoucnosti, v níž se výpočetní kapacity pro umělou inteligenci rozšíří mimo datová centra i do komunikačních sítí.

Packaging Corporation of America (NYSE:PKG – Get Free Report) has been assigned an average rating of “Moderate Buy” from the ten brokerages that are covering the stock, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation, six have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $271.86.

Several research analysts have weighed in on the stock. Wells Fargo & Company decreased their price objective on shares of Packaging Corporation of America from $246.00 to $245.00 and set an “equal weight” rating for the company in a report on Wednesday, October 7th. UBS Group cut their target price on shares of Packaging Corporation of America from $292.00 to $289.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. Citigroup reduced their price target on shares of Packaging Corporation of America from $254.00 to $253.00 and set a “neutral” rating on the stock in a research report on Friday, October 2nd. Weiss Ratings raised shares of Packaging Corporation of America from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, August 25th. Finally, Truist Financial boosted their price objective on Packaging Corporation of America from $270.00 to $280.00 and gave the company a “buy” rating in a report on Monday, October 12th.

Read Our Latest Report on Packaging Corporation of America

PKG stock opened at $239.06 on Thursday. The company has a current ratio of 2.94, a quick ratio of 1.86 and a debt-to-equity ratio of 0.85. The firm has a 50 day simple moving average of $237.35 and a 200-day simple moving average of $230.48. The company has a market capitalization of $21.30 billion, a P/E ratio of 31.05, a PEG ratio of 1.96 and a beta of 0.75. Packaging Corporation of America has a twelve month low of $191.50 and a twelve month high of $259.98. Packaging Corporation of America (NYSE:PKG – Get Free Report) last posted its quarterly earnings results on Wednesday, October 21st. The industrial products company reported $3.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.93 by $0.11. Packaging Corporation of America had a net margin of 7.25% and a return on equity of 18.94%. The firm had revenue of $2.60 billion for the quarter, compared to analysts’ expectations of $2.61 billion. During the same period in the prior year, the company posted $2.73 earnings per share. The firm’s quarterly revenue was up 12.5% on a year-over-year basis. On average, equities research analysts predict that Packaging Corporation of America will post 10.45 earnings per share for the current fiscal year.

Packaging Corporation of America Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Tuesday, September 15th were issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend was Tuesday, September 15th. Packaging Corporation of America’s dividend payout ratio (DPR) is currently 77.92%.

Insider Activity at Packaging Corporation of America In related news, President Thomas A. Hassfurther sold 12,531 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $250.00, for a total transaction of $3,132,750.00. Following the sale, the president directly owned 218,751 shares of the company’s stock, valued at approximately $54,687,750. This represents a 5.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Donald R. Shirley sold 12,000 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $250.71, for a total value of $3,008,520.00. Following the sale, the vice president directly owned 19,110 shares in the company, valued at approximately $4,791,068.10. This represents a 38.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 40,391 shares of company stock valued at $10,196,101. Insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Packaging Corporation of America Hedge funds have recently added to or reduced their stakes in the business. Greenleaf Trust increased its stake in Packaging Corporation of America by 1.7% during the second quarter. Greenleaf Trust now owns 2,705 shares of the industrial products company’s stock valued at $645,000 after purchasing an additional 46 shares during the last quarter. Pinnacle Associates Ltd. lifted its position in shares of Packaging Corporation of America by 4.0% in the 3rd quarter. Pinnacle Associates Ltd. now owns 1,547 shares of the industrial products company’s stock worth $355,000 after buying an additional 59 shares during the last quarter. Root Financial Partners LLC lifted its position in shares of Packaging Corporation of America by 28.4% in the 1st quarter. Root Financial Partners LLC now owns 276 shares of the industrial products company’s stock worth $59,000 after buying an additional 61 shares during the last quarter. CX Institutional lifted its position in shares of Packaging Corporation of America by 8.2% in the 2nd quarter. CX Institutional now owns 816 shares of the industrial products company’s stock worth $195,000 after buying an additional 62 shares during the last quarter. Finally, Avidian Wealth Enterprises LLC grew its position in shares of Packaging Corporation of America by 3.1% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 2,110 shares of the industrial products company’s stock valued at $484,000 after buying an additional 63 shares during the last quarter. Institutional investors and hedge funds own 89.78% of the company’s stock.

Packaging Corporation of America Company Profile (Get Free Report)

Packaging Corporation of America (NYSE:PKG) is a manufacturer of corrugated packaging and containerboard products serving businesses primarily in the United States. Its products include shipping boxes, retail packaging, displays, protective packaging and specialty corrugated solutions used to transport and present a broad range of consumer and industrial goods.

The company also produces uncoated freesheet paper and related paper products for commercial printing, office use, publishing, converting and other applications.

Further Reading Five stocks we like better than Packaging Corporation of America GM Beat and Added a $20 Billion Buyback—Why Did the Stock Fall? Intercepting Growth: Karman Secures $218M Lockheed Martin Deal Tech Stocks Took a Hit—These 2 Pharma Stocks Are Near New Highs Chip Stocks Have Pulled Back—Here’s How 3 Semiconductor ETFs Stack Up for Investors

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New York, New York--(Newsfile Corp. - October 22, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. ("Hims & Hers" or the "Company") (NYSE: HIMS) on behalf of investors that purchased or otherwise acquired Hims & Hers securities between August 4, 2025 and July 29, 2026 (the "Class Period").

CLICK HERE TO JOIN THE CASE

If you are an investor in Hims & Hers and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 2, 2026 for an opportunity to be lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

On July 29, 2026, the Federal Trade Commission ("FTC"), the People of the State of California through Los Angeles County Counsel and the Utah Division of Consumer Protection sued Hims & Hers in the Northern District of California. According to the FTC, the action alleges that Hims & Hers fails to clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is "right for them." The FTC also alleges that the company has made it difficult for consumers to cancel subscriptions and misled consumers about keeping their health information private. The FTC alleges that Hims shared consumers' health information with Meta, Snap and other third parties.

Following this news, the price of Hims & Hers stock fell $4.32 per share, or 14.73%, to close at $25.00 per share on July 29, 2026.

Based on the FTC allegations, the complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts to investors, including that (1) the Company shared consumers' health information with third-party advertising platforms; (2) the Company charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is "right for them;" (3) the foregoing conduct subjected the Company to regulatory scrutiny; (4) as a result of the foregoing, the Company was reasonably likely to incur fees and penalties; and (5) 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.

CLICK HERE TO LEARN MORE

WHY CONTACT KAPLAN FOX?

Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.

Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.

For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/hims-hers-health-inc-class-action-investigation-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320209

Source: Kaplan Fox & Kilsheimer LLP

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Calgary, Alberta--(Newsfile Corp. - October 22, 2026) - Arrow Exploration Corp. (AIM: AXL) (TSXV: AXL) ("Arrow" or the "Company"), the high-growth operator with a portfolio of assets across key Colombian and Canadian hydrocarbon basins, is pleased to provide an update on operational activity at the Icaco field on the Tapir Block in the Llanos Basin of Colombia where Arrow holds a 50 percent beneficial interest.

Production

Current total corporate production is over 6,500 boe/d, including production from Icaco 8 (IC-8) and Icaco 7 (IC-7). This is a record high production rate for the Company and reflects recent drilling successes from the Icaco pad. Arrow believes it can continue to grow production from its prospect-rich inventory.

Cash Balance

As of October 1, 2026, the Company's estimated cash balance is over US$28 million. The Company continues to enjoy a strong balance sheet while growing production and associated cash balance.

Icaco-8 Well

The Icaco 8-ST-1 well was spud September 21, 2026 and reached total depth October 3, 2026. The well was drilled to a measured depth of 11,000 feet (7,384 feet total vertical depth). The IC-8-ST-1 well encountered 72 feet MD ( 23 feet TVD) of net pay in the Carbonera C7 formation ("C7"), 20 feet MD ( 6 feet TVD) of net pay in the Guadalupe Formation, 30 feet MD (10 feet TVD) of net pay in the Lower Gacheta, and 85 feet MD (30 feet TVD) of net pay in the Ubaque formation.

The IC-8 well was brought on production October 12, 2026, and is currently producing from the Carbonera C7 formation at a restricted rate of approximately 1,204 BOPD gross (602 BOPD net), with a 27/128 choke and 32 Hz pump frequency. The oil quality is 28.2° API and there is a 33% water cut. The well is continuing to clean up.

Icaco-7 Well

The Icaco 7 well was spud September 1, 2026 and reached total depth September 7, 2026. The well was drilled to a measured depth of 13,000 feet (7,347 feet total depth). The IC-7 well encountered 86 feet MD (15 feet TVD) of net pay in the Carbonera C7 formation ("C7") and 256 feet MD ( 57 feet TVD) of net pay in the Ubaque formation.

The IC-7 well was brought on production September 20, 2026, and is currently producing from the Ubaque formation at a restricted rate of approximately 248 BOPD gross (124 BOPD net), with a 20/128 choke and 44 Hz pump frequency. The oil quality is 13.2° API and there is a 31% water cut.

Forward Drilling Plans

Icaco HZ9 (IC-HZ9) well was spud October 13, 2026, and completed drilling October 20, 2026. IC-HZ9 is a horizontal well targeting the Carbonera C7 formation. This is the first horizontal well in the Carbonera reservoir in the Tapir Block and to date the well appears to have 950 feet of horizontal oil pay (measured depth).

Tapir Extension

Arrow continues constructive discussions with regulatory bodies on the Tapir extension. The recent Presidential election resulted in a forward looking Government that is pro-business. In line with President De La Espriella's vision to increase Colombia's oil and gas development, Arrow is looking forward to being a part of the President's vision.

Marshall Abbott, CEO of Arrow, commented:

"Arrow is very proud to surpass the 6,500 boe/d threshold. The additional production from drilling and workovers highlights the continued operational success the Company has had on the Tapir block. The multi-zone quality of the Icaco discovery, and its commensurate production rates, have surpassed initial expectations."

"The IC-8 well illustrates the excellent results that are possible in all three producing zones at Icaco. The Company has built 16 well cellars at Icaco and is continuing to drill Carbonera C7, Gacheta and Ubaque wells on the Icaco pad."

"The Company continues to experience strong netbacks in this high oil price environment. This adds significant value and materially strengthens our balance sheet. We look forward to updating our shareholders on further progress at Icaco over the coming months."

For further information, contact:   Arrow Exploration
Marshall Abbott, CEO+1 403 651 5995Joe McFarlane, CFO+1 403 818 1033

Canaccord Genuity 
(Nominated Adviser and Joint Broker)
Henry Fitzgerald-O'Connor+44 (0)20 7523 8000James Asensio Rory Blundell George Grainger   Auctus Advisors 
(Joint Broker)
Jonathan Wright +44 (0)7711 627449Rupert Holdsworth Hunt

Hannam & Partners
(Joint Broker)
Leif Powis+44 20 7907 8500Samuel Merlin
  Camarco 
(Financial PR)
Owen Roberts +44 (0)20 3781 8331Rebecca Waterworth
Kirsty Duff About Arrow Exploration Corp.

Arrow Exploration Corp. (operating in Colombia via a branch of its 100% owned subsidiary Carrao Energy S.A.) is a publicly traded company with a portfolio of premier Colombian oil assets that are underexploited, under-explored and offer high potential growth. The Company's business plan is to expand oil production from some of Colombia's most active basins, including the Llanos, Middle Magdalena Valley (MMV) and Putumayo Basin. The asset base is predominantly operated with high working interests, and the Brent-linked light oil pricing exposure combines with low royalties to yield attractive potential operating margins. By way of a private commercial contract with the recognized interest holder before Ecopetrol S.A., Arrow is entitled to receive 50% of the production from the Tapir block. The formal assignment to the Company is subject to Ecopetrol's consent. Arrow's seasoned team is led by a hands-on executive team supported by an experienced board. Arrow is listed on the AIM market of the London Stock Exchange and on TSX Venture Exchange under the symbol "AXL".

Forward-looking Statements

This news release contains certain statements or disclosures relating to Arrow that are based on the expectations of its management as well as assumptions made by and information currently available to Arrow which may constitute forward-looking statements or information ("forward-looking statements") under applicable securities laws. All such statements and disclosures, other than those of historical fact, which address activities, events, outcomes, results or developments that Arrow anticipates or expects may, could or will occur in the future (in whole or in part) should be considered forward-looking statements. In some cases, forward-looking statements can be identified by the use of the words "continue", "expect", "opportunity", "plan", "potential" and "will" and similar expressions. The forward-looking statements contained in this news release reflect several material factors and expectations and assumptions of Arrow, including without limitation, Arrow's evaluation of the impacts of COVID-19, the potential of Arrow's Colombian and/or Canadian assets (or any of them individually), the prices of oil and/or natural gas, and Arrow's business plan to expand oil and gas production and achieve attractive potential operating margins. Arrow believes the expectations and assumptions reflected in the forward-looking statements are reasonable at this time, but no assurance can be given that these factors, expectations, and assumptions will prove to be correct.

The forward-looking statements included in this news release are not guarantees of future performance and should not be unduly relied upon. Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause actual results or events to differ materially from those anticipated in such forward-looking statements. The forward-looking statements contained in this news release are made as of the date hereof and the Company undertakes no obligations to update publicly or revise any forward-looking statements, whether as a result of new information, future events or otherwise, unless so required by applicable securities laws.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Qualified Person's Statement

The technical information contained in this announcement has been reviewed and approved by Nilanjan Ganguly, Chief Geophysicist of Arrow Exploration Corp. Mr. Ganguly is a member of the Canadian Society of Petroleum Geophysicists, holds a Masters of Science in Geophysics from the University of Victoria and has over 22 years' experience in the oil and gas industry.

This announcement contains inside information for the purposes of the UK version of the market abuse regulation (EU No. 596/2014) as it forms part of United Kingdom domestic law by virtue of the European Union (Withdrawal) Act 2018 ("UK MAR").

Glossary

API - American Petroleum Institute gravity, a measure of the density of petroleum liquids

BOE/D - Barrels of oil equivalent per day

BOPD - Barrels of oil per day

Hz - Hertz

MD - Measured depth

Net pay - The thickness of reservoir containing economically producible hydrocarbons

TVD - True vertical depth

Water cut - The proportion of total produced liquids comprising water

NOT FOR RELEASE, DISTRIBUTION, PUBLICATION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO OR FROM THE UNITED STATES, AUSTRALIA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR ANY OTHER JURISDICTION WHERE TO DO SO MIGHT CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OR REGULATIONS OF SUCH JURISDICTION.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320305

Source: Arrow Exploration Corp.

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The single most important thing Boeing (BA +0.95%) can do to turn its business around is improve the delivery rate on its most important aircraft, the narrow-body 737 MAX. Given that increasing production has always been a key driver of profit margin expansion (unit costs tend to fall as production increases), it will increase earnings and cash flow for Boeing. In addition, improving 737 MAX production will positively impact the aerospace supply chain built around the company.

Why Boeing's suppliers are set for a strong 2027
The aerospace giant is traditionally the single largest U.S. exporter (dollar value) and can account for a couple of percentage points of U.S. exports. As such, improving 737 MAX production is a needle mover for the U.S. economy.

However, it's a gauge shaker for the supply chain, and arguably no bigger impact than on the company that makes the sole engine option for the 737 MAX, namely the GE Aerospace (GE -1.33%) and Safran joint venture CFM International.

$192.28+$1.81 (+0.95%)

NYSE · As of 4:00 PM ET 10/21/26

The good news for both companies is that Boeing is ramping up production. However, Boeing CEO Kelly Ortberg told investors in September at a Morgan Stanley conference that it had not yet stabilized production at 47 a month and it had "probably taken us a little bit longer than what I had anticipated maybe when we talked at the earnings call" in July.

That said, Ortberg also noted that "The supply chain is in really good shape, including CFM on the engines, for our rate ramps on 737," and the issue appears to be related to the wings that Boeing produces itself.

As such, don't panic if you are a GE Aerospace investor; this doesn't appear to be an issue with CFM's ability to produce the LEAP engines for the Boeing 737 MAX, and hopefully Boeing will announce it's still on track to hit its next target of 52 a month by the end of the year. Ortberg also noted that "once we get to 52 and 57, that's when you're going to see the supply chain more aligned with us relative to inventories."

Putting this together in plain English, when Boeing moves to a rate of 52 a month and then to 57 a month, its suppliers' earnings (revenue will be recognized) and cash flow (they can now produce closer to "just-in-time") should improve significantly as Boeing will have cleared the pre-built inventory from its suppliers.

Bottom line: Improving 737 MAX production not only benefits suppliers' sales opportunities; it also means (based on Ortberg's comments) that suppliers' revenue and cash flow will receive a boost in 2027 as the production rate ramps up on the 737 MAX.

Image source: Boeing.

Four companies set to benefit
That view is supported by Wall Street estimates for the following Boeing suppliers.

Company

Main Connection to Boeing

EPS Growth in 2027

EPS Growth in 2028

GE Aerospace

LEAP engines (CFM) for the 737 MAX, engines for the 787 Dreamliner

14.9%

14.2%

Howmet Aerospace (HWM -1.64%)

Castings, fasteners, and hardware for the LEAP engine and the 737 MAX

21.7%

16%

Hexcel (HXL -1.62%)

Advanced composite carbon fiber materials

30.3%

24.2%

Woodward (WWD +0.33%)

Fuel system, air management system, and actuation hardware for the LEAP

14.3%

18.2%

Data source: Company presentations. S&P Global Market Intelligence.

GE Aerospace actually suffers in the near term when LEAP engines ramp up because aircraft engines tend to be loss-making. Still, more engine deliveries translate into lucrative long-term aftermarket revenue for aircraft engine manufacturers. Hexcel is primarily an original equipment manufacturer (OEM), as there's little aftermarket demand for composites; therefore, increasing aircraft production at Airbus and Boeing is its key revenue driver.

Image source: Getty Images.

Woodward and Howmet are both OEM and aftermarket companies, and they stand to substantially benefit from increased 737 MAX production, as they can fully take advantage of capital investments made to build out their production capacity in preparation for the 737 MAX production ramp. Similarly, the reduction in inventory that Ortberg referred to means that companies like Howmet and Woodward won't need to tie up cash in equipment inventory that Boeing is slow to use in production.

Whichever way you look at it, these four stocks have plenty of potential to outperform next year.

It's an exciting time for Rivian (RIVN +0.24%) investors with the pivotal R2 ramping up production, a second shift that just came online late Q3 with a third shift planned next year, and the R3, which is expected to launch from its upcoming Georgia factory. Here's the thing about Rivian's drive toward profitability: The company isn't interested in the business of making cheaper vehicles; it's in the business of making vehicles more cheaply. Let me explain how.

The game of leverage There was a simple yet phenomenal example of exactly how Rivian is making vehicles more cheaply, rather than cutting features and options, which would remove value for consumers. That example came in an interview between The New York Times and Rivian CEO RJ Scaringe, when the latter noted the difference in leverage.

Scaringe essentially said that when Rivian prepared to launch its first R1 vehicles, the young, unproven, and obviously unprofitable electric vehicle (EV) maker had no negotiating leverage with suppliers that took on the risk of Rivian failing. Rivian's lack of leverage forced it to budget for supplier pricing premiums of roughly 40% to 50% -- such is the game in business.

My, how the tables have turned. Now Rivian boasts highly rated vehicles, improving gross profitability, an expanding vehicle lineup, and more credibility as an automaker and EV brand. Those same suppliers pushing for a 40% to 50% premium no longer have the same negotiation leverage over Rivian, giving the EV maker the ability to negotiate lower prices. All in all, the R2 bill of materials is expected to check in at about half of the R1's.

Image source: Rivian.

Savings without sacrifice Those are only examples of leverage and pricing; there's a long list of other improvements and increased efficiency with less redundancy. One massive example is Rivian driving an expected component-cost savings of 70% by swapping the R1's double-wishbone architecture with a strut design. Another example can be found in the underbody, where investors will find roughly 90% fewer parts and about 30% lower piece cost driven by large castings. One last one for the road: Rivian even managed to reduce rear-door parts by 65% and expects a 55% cost savings from the redesign.

We haven't even touched on the R2's lower pricing opening a much bigger consumer market that should drive scale higher. Those examples also didn't touch on the R3 crossover, which is slated to launch at the EV maker's Georgia factory, which opens in 2028. Scaringe noted in the interview that the R3 crossover pricing will even check in "materially lower" than the R2 and is expected to share the same platform.

RIVN Rivian Automotive$12.46+$0.03 (+0.24%)

NASDAQ · As of 4:00 PM ET 10/21/26

Why it matters For investors, Rivian's ability to reduce manufacturing costs, without sacrificing quality or value, could prove far more important than the lower sticker prices of its upcoming vehicles. That's because the combination of more affordable models, improved supplier pricing, and growing production scale could eventually drive both higher sales volumes and a stronger automotive gross margin.

To be fair, lower manufacturing costs don't guarantee improved profitability. The R2 and R3 will also sell for far less than Rivian's R1 vehicles, and ramping up production can bring additional expenses, early inefficiencies, and quality-control challenges.

But the opportunity is clear: Rivian is developing vehicles that can reach a much larger market while simultaneously finding ways to manufacture them more efficiently. If the company can turn those advantages into sustainable margins, its next generation of EVs could fundamentally change its path to profitability.

After all, the real opportunity isn't simply for Rivian to build and sell cheaper vehicles. It's for Rivian to build vehicles cheaper -- and become a more profitable automaker in the process.

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NEW YORK--(BUSINESS WIRE)--Scott+Scott Attorneys at Law LLP has launched an urgent investigation into whether certain officers and directors of Credit Acceptance Corporation (NASDAQ: CACC) failed to manage Credit Acceptance Corporation in an acceptable manner, breaching their fiduciary duties to Credit Acceptance Corporation, and whether Credit Acceptance Corporation and its shareholders have suffered damages as a result. Attorney Joseph A. Pettigrew is heading the investigation—what shareholders need to know:

Scott+Scott Attorneys at Law LLP, an international securities and consumer rights litigation firm, is investigating whether the directors of Credit Acceptance Corporation (NASDAQ: CACC) breached their fiduciary duties to the Company and its shareholders.

ShareOn September 17, 2026, Credit Acceptance Corporation agreed to a $709.5 million settlement of consumer protection claims by state attorney generals regarding Credit Acceptance Corporation’s unlawful loan origination policies.If you own Credit Acceptance Corporation common stock, join our investigation on behalf of Credit Acceptance Corporation and its shareholders by filling out the form here.If you own Credit Acceptance Corporation common stock and you wish to discuss this investigation—at no cost for you—please contact attorney Joe Pettigrew toll-free at (844) 818-6982 or [email protected].

About this investigation – FAQ:

Q1: What is this ongoing investigation into Credit Acceptance Corporation about?

A: According to our investigation, owners of Credit Acceptance Corporation common stock have been impacted by massive civil liability against Credit Acceptance Corporation from settlement of consumer protection lawsuits. Scott+Scott has a decades-long track record in fighting for corporate governance and monetary recoveries on behalf of companies and their shareholders.

Q2: How does this Scott+Scott investigation work?

A: Joining our investigation is easy and at no cost for you. By filling out the form here, we will let you know your rights as a Credit Acceptance Corporation shareholder, and how the process works and what you can expect. If you currently own Credit Acceptance Corporation stock, we look forward to hearing from you.

To learn more about Scott+Scott, our attorneys, or complex case resolution, please visit www.scott-scott.com.

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Aims to deliver continuous asset management throughout construction, accelerate operational readiness, and streamline the handover process

ORLANDO, Fla.--(BUSINESS WIRE)--Today at Groundbreak 2026, Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, announced it is collaborating with IBM to enhance asset lifecycle management for owners by connecting Procore and IBM Maximo Application Suite, IBM's enterprise asset management solution. The collaboration will focus on enabling a unified digital thread of critical data across the fixed asset lifecycle, with the goal of helping operations, maintenance, and facility teams get more value from construction project data, accelerate operational readiness, and manage assets more effectively.

Construction and operations are often managed in separate systems, creating a disconnect across the asset lifecycle. As a result, valuable information gets lost between the teams that design and build capital assets and those that operate and maintain them. This gap is especially apparent in the handover phase of a capital project, when operations teams rely on spreadsheets, emailed files, and separately stored documentation that must be reconstructed or re-entered before it can be used. Once assets are running, maintenance and as-maintained history stays in the operations system. This leaves owners making the next round of capital decisions without a clear view of how their existing assets have performed.

This new collaboration aims to close the gap. Procore Asset Management and IBM Maximo can give operations teams reliable asset data from day one, while providing a foundation to adopt more advanced asset management capabilities over time.

“Reliable operations depend on trusted asset data and a clear understanding of how assets are organized and connected,” said Kendra DeKeyrel, Vice President, Asset Lifecycle Management, IBM Software. “Getting that foundation right from the start is critical. By closing the gap between construction data and asset management, we're enabling owners and operators to get up and running while laying the groundwork for AI, condition-based maintenance, and more proactive asset management.”

Procore’s system of intelligence gives owners a clear view of their assets from the start of construction through project completion. Procore Asset Management captures structured information on fixed, maintainable assets continuously as work happens, including submittals, inspections, and commissioning records, rather than assembling it as a one-time export at closeout. This can help teams reliably operate and maintain asset installations from day one.

By bringing these structured records closer to IBM Maximo, operations teams may start with access to trusted asset information to support maintenance planning, work execution, and ongoing asset management. Together, these capabilities would establish a more connected digital thread across the asset lifecycle.

“Transitioning from construction to operations should be a seamless handoff, not a chaotic reset caused by incomplete and siloed project data,” said Geoff Lewis, SVP of Product at Procore. “By working with IBM, we aim to provide customers with a verified digital record upon project completion that powers smarter, long-term capital planning.”

Procore Asset Management is available today. Statements regarding future availability and functionality reflect current plans, are subject to change without notice, and are not commitments to deliver any feature or functionality.

For more information on Procore Asset Management, visit: https://www.procore.com/fc/asset-management

For more information on IBM Maximo Application Suite, visit: https://www.ibm.com/products/maximo

About Procore

Procore Technologies, Inc. (NYSE: PCOR) is the leading technology partner for every stage of construction. Built for the industry, Procore’s unified technology platform drives efficiency and mitigates risk through AI & data-driven insights and decision making. Over three million projects have run on Procore across 150+ countries. For more information, visit www.procore.com.

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New offering takes AI agent security from discovery and governance to runtime detection and response, so security teams can see every agent, control what it can do, and stop it the moment it goes off course

MOUNTAIN VIEW, Calif. & LAS VEGAS--(BUSINESS WIRE)--SentinelOne® (NYSE: S), the AI Security leader, today unveiled Singularity™ Agentic Detection and Response (ADR), a new offering that discovers AI agents, enforces what agents are allowed to do, monitors agent behavior in depth, and detects and stops unintended and malicious activity in real time. Bringing together visibility and governance of agent activity with SentinelOne’s signature runtime behavioral prevention, detection and response, the new offering is built directly on the Singularity Platform, giving new and existing customers a battle-tested foundation to secure AI running on endpoints, cloud workloads, and the broader enterprise. Singularity ADR is the newest addition to SentinelOne’s AI Security portfolio and a direct expansion of the company’s commitment to defend the surfaces AI runs on.

Singularity ADR is being introduced today at OneCon 2026, SentinelOne’s global customer conference, and is immediately available in early access.

Securing the Agents that Power the AI Enterprise

AI agents already hold real credentials, chain tool calls, and work independently across the modern enterprise, and with Claude Code and Cowork, Codex, as well as other tools, every employee is now an agent manager. As recent high profile events have shown, the risk AI agents now carry is as likely to come from a sanctioned agent going off course as from an attacker. SentinelOne already protects the endpoint, identity, mobile, and cloud workloads where these agents run. Singularity ADR builds on that proven defense by focusing on agentic behavior and actions in runtime.

The new Singularity ADR benefits from the capabilities of SentinelOne’s fast growing product lines, SentinelOne Prompt Security and Purple, along with the modern endpoint, cloud workload and identity security capabilities already in use by over 15,000 SentinelOne customers and partners worldwide. It governs which AI agents are allowed to run and what they can reach, and blocks known-bad actions at the moment of interaction. Anything that gets past policy is judged by the same behavioral detections the Singularity Platform already runs on those surfaces, so an agent acting outside its intent is caught and stopped like any other threat.

From Agent Governance to Runtime Protection

In March, SentinelOne bolstered its AI security portfolio with the introduction of Prompt AI Agent Security to discover AI agents and govern how they connect to tools and data. Singularity ADR builds on that foundation and takes agent security to the next level, pairing agent governance with the behavioral detection and response SentinelOne runs on endpoints, cloud workloads and identities, and ties every agent action to its origin. Security teams now get one view of what an agent was asked to do and what it actually did on the system, and they can stop a single agent mid-action without halting the rest of the workflow.

What Singularity ADR Delivers

Agent and MCP inventory. Every agent, tool, skill, connector, and MCP server across endpoints, SaaS, and cloud providers, sanctioned or not, with the permissions each holds and the employees behind it. Security teams know exactly what agents exist before deciding what to allow. Multi-platform agent coverage. Goes beyond the MCP gateway into Salesforce Agentforce, Microsoft Copilot Studio, OpenAI ChatGPT workspace agents, and Anthropic Claude managed agents. Coverage follows agents wherever the business builds them. Agent Traces. Every agentic event is monitored and sent to Singularity Data Lake so it can be visualized, retained, searched, and used in dashboards or detection rules. Unified Storyline. ADR event behavior is integrated with traditional EDR behavior in one execution graph, showing which AI components led to a process before it ran: the user request, the AI assistant, the MCP server that supplied the tool, and the file or process that followed. Analysts see the full chain in one place instead of piecing it together manually. Policy and execution governance. Allow and block controls for which agents run, who uses them, and what they can reach, with approval workflows for high-risk tools. In-line prevention. Blocks prompt injection, jailbreaks, credential exfiltration, and tool poisoning before the action executes. Intent drift detection. Flags the gap between what an agent was asked to do and what it did, so analysts stop reconstructing events by hand. Agent containment. Stops one agent mid-action while the rest of the workflow keeps running. Agentic Investigation and governed response. Automatically completes an investigation and executes a response within the boundaries set by customers. “Securing AI agents goes beyond just stopping threat actors with malicious intent. As we’ve seen all too frequently, an equal if not more prominent risk comes from unintended behavior of sanctioned agents,” said Chris Corde, Chief Product Officer of SentinelOne. “By bringing to bear SentinelOne's AI-based behavioral prevention, detection and response capabilities, we can stop rogue agentic actions using the same platform our customers already use and trust to protect their core attack surfaces.”

“AI Security has to cover everything AI touches: the surfaces it runs on, the models behind it, and now the agents acting on its behalf,” said Tomer Weingarten, co-founder and CEO of SentinelOne. “Agents hold real credentials and act without waiting for anyone. Singularity ADR brings the runtime protection that already defends tens of millions of endpoints, workloads and identities to the agents doing real work inside the enterprise, so our customers can adopt AI at full speed.”

About SentinelOne

SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.

Third-Party Disclaimer

All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.

Forward-Looking Statements

This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the "Risk Factors" section of our most recent Annual Report on Form 10-K, subsequent quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC's website at www.sec.gov.

You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.

Any forward-looking statements made in this document are based on our beliefs and assumptions that we believe to be reasonable as of the date hereof. You should not rely upon forward-looking statements as predictions of future events. Except to the extent required by law, we undertake no obligation to update these forward-looking statements to reflect new information or future events.

Category: Investors

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SentinelOne’s AI and EDR gives security teams visibility, policy control, detection and response over AI risk now extending Lenovo’s ThinkShield security portfolio into AI governance

LAS VEGAS & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne® (NYSE:S), the AI Security leader, today announced an expanded partnership with Lenovo that will bring SentinelOne’s AI security to Lenovo’s ThinkShield security portfolio. The expansion builds on Lenovo's existing collaboration with SentinelOne for endpoint detection and response (EDR), by introducing visibility into and governance over AI agents and use on Lenovo ThinkShield endpoints through SentinelOne Prompt Security.

As AI moves from pilots into daily workflows, security teams are being asked to govern a growing set of AI tools, data flows, and autonomous agents. Organizations need visibility and control over how AI is used before they can adopt it at scale.

"Security leaders are being asked to enable AI across the business and answer for where company data goes," said Melissa K. Smith, SVP, Global Strategic Partnerships and Initiatives at SentinelOne. "SentinelOne Prompt Security gives them visibility into the AI tools in use and control over how data is shared, protecting against data leakage, prompt injection, and AI misuse. Through Lenovo ThinkShield, we are bringing that control to more organizations as they adopt AI."

“As AI shifts from assisting people to acting on their behalf, trust becomes even more of a priority,” said Nima Baiati, Vice President and General Manager, Commercial Software and Security Solutions, Lenovo. “Security teams need to know not only which AI tools are in use, but also how those tools interact with corporate data, devices and digital assets. SentinelOne Prompt Security adds another layer of trust into our ThinkShield ecosystem, providing the proactive AI governance and end-to-end security foundation organizations need to accelerate AI adoption safely, reduce risk, and maintain control.”

A core part of SentinelOne’s AI Security portfolio, SentinelOne Prompt Security gives security teams visibility and policy control over enterprise AI use, and now joins Lenovo’s ThinkShield security portfolio, extending the companies’ existing collaboration from endpoint security into AI governance. Through this partnership expansion, security teams can:

See AI use: Identify which AI services are in use across the workforce, including both sanctioned AI and shadow AI. Protect data: Prevent sensitive data from reaching unauthorized AI applications, so employees keep using AI while the organization controls what leaves it. Enforce policy: Apply governance policies in real time. Extend endpoint security: Build on SentinelOne’s endpoint security capabilities, already part of ThinkShield through the existing collaboration. Add expert services: Combine Prompt Security with Lenovo’s Security Services expertise to accelerate AI adoption while strengthening governance, reducing risk, and improving cyber resilience. To learn more please visit sentinelone.com/platform/securing-ai-prompt/.

About SentinelOne

SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world's most critical organizations trust SentinelOne with their security.

Third-Party Disclaimer

All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.

Forward-Looking Statements

This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the "Risk Factors" section of our most recent Annual Report on Form 10-K, subsequent quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC's website at www.sec.gov.

You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.

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For the quarter ended September 30, 2026

Net Revenue $3.22 billion
Net Income $352 million
Diluted Earnings per Share $0.48
Consolidated Adjusted Property EBITDA $1.12 billion
LVS Repurchased $950 million of Common Stock During the Quarter
LVS Board of Directors Announced a 20% Increase in LVS's Recurring Common Stock Dividend for the 2027 Calendar Year, Raising the Annual Dividend to $1.44 per Share ($0.36 per Share per Quarter)

, /PRNewswire/ -- Las Vegas Sands (NYSE: LVS), the leading global developer and operator of Integrated Resorts, today reported financial results for the quarter ended September 30, 2026.

"We continued to execute our strategic objectives during the quarter in both Singapore and Macao while increasing the return of capital to shareholders, including through the repurchase of $950 million of our common stock during the quarter," said Patrick Dumont, chairman and chief executive officer.

"At Marina Bay Sands in Singapore, we delivered solid financial performance.  We remain enthusiastic about our growth prospects in Singapore both today and upon the completion of our ongoing expansion project, which will meaningfully increase our suite capacity and entertainment offerings, including through the introduction of an arena designed to be the most important entertainment venue in the region.

"We are encouraged by our progress in Macao during the quarter, with our ongoing investments in enhanced service and hospitality offerings contributing to growth in volumes across all gaming segments as compared to the prior year.

"We remain confident in our long-term strategy in both Singapore and Macao and will continue to invest in future growth.  We are fortunate to have the balance sheet and cash flow strength to support our meaningful capital investment programs, positioning our portfolio of properties to capitalize on the growing demand for premium travel and world-class entertainment experiences in the region.

"We strongly believe that our people, our products and our focus on delivering outstanding service, hospitality and entertainment experiences to our customers will drive growth for the company and deliver strong returns to our shareholders in the years ahead."

Net revenue was $3.22 billion, compared to $3.33 billion in the prior year quarter.  Operating income was $618 million, compared to $719 million in the prior year quarter.  Net income in the third quarter of 2026 was $352 million, compared to $491 million in the third quarter of 2025. 

Consolidated adjusted property EBITDA was $1.12 billion, compared to $1.34 billion in the prior year quarter.

Sands China Ltd. Consolidated Financial Results
On a GAAP basis, total net revenues for SCL increased 1.4% to $1.93 billion, compared to the third quarter of 2025.  Net income for SCL decreased 29.8% to $191 million, compared to $272 million in the third quarter of 2025.

Other Factors Affecting Earnings
Interest expense, net of amounts capitalized, was $186 million for the third quarter of 2026, compared to $187 million in the prior year quarter.  Our weighted average debt balance was $15.53 billion during the third quarter of 2026, compared to $15.94 billion during the third quarter of 2025.  Our weighted average borrowing cost was 4.7% during the third quarter of 2026, compared to 4.5% during the third quarter of 2025.

Our effective income tax rate for the third quarter of 2026 was 22.5%, compared to 15.6% in the prior year quarter.  The income tax rate for the third quarter of 2026 was primarily driven by a 17% statutory rate on our Singapore operations.

Stockholder Returns
During the third quarter of 2026, we repurchased $950 million of our common stock (approximately 21 million shares at a weighted average price of $45.31).  The remaining amount authorized under our share repurchase program was $5.06 billion as of September 30, 2026.  Since the resumption of our share repurchase program in the fourth quarter of 2023 through September 30, 2026, we have repurchased 19.0% of our outstanding shares, approximately 145 million shares of our common stock at an average price of $48.03, for a total investment of $6.98 billion.  The timing and actual number of shares to be repurchased in the future will depend on a variety of factors, including the company's financial position, earnings, legal requirements, other investment opportunities and market conditions.

During the third quarter of 2026, we purchased 62 million shares of SCL common stock for HKD 793 million (approximately $101 million at exchange rates in effect at the time of the transactions), increasing the company's ownership percentage of SCL to 75.56% as of September 30, 2026.

We paid a quarterly dividend of $0.30 per common share during the quarter.  Our next quarterly dividend of $0.30 per common share will be paid on November 10, 2026, to Las Vegas Sands stockholders of record on November 2, 2026.

Balance Sheet Items
Unrestricted cash balances as of September 30, 2026 were $2.86 billion.

The company has access to $4.27 billion available for borrowing under our U.S., SCL and Singapore revolving credit facilities, net of outstanding letters of credit, and $4.57 billion available under a delayed draw term loan facility that may be used to finance development and construction costs, expenses, fees and other payments related to the MBS Expansion Project.  As of September 30, 2026, total debt outstanding, net of deferred offering costs and original issue discounts, excluding finance leases, was $15.30 billion.

Capital Expenditures
Capital expenditures during the third quarter totaled $281 million, including construction, development and maintenance activities of $154 million in Macao, $121 million at Marina Bay Sands and $6 million in corporate and other.

Conference Call Information
The company will host a conference call to discuss the company's results on Wednesday, October 21, 2026, at 1:30 p.m. Pacific Time.  Interested parties may listen to the conference call through a webcast available on the company's website at www.sands.com. 

About Sands (NYSE: LVS)
Sands is the leading global developer and operator of integrated resorts. The company's iconic properties drive valuable leisure and business tourism and deliver significant economic benefits, sustained job creation, financial opportunities for local businesses and community investment to help make its host regions ideal places to live, work and visit.  

Sands' portfolio of properties includes Marina Bay Sands® in Singapore and The Venetian® Macao, The Londoner Macao®, The Parisian® Macao, The Plaza® Macao and Four Seasons® Hotel Macao, and Sands® Macao in Macao SAR, China, through majority ownership in Sands China Ltd.  

Dedicated to being a leader in corporate responsibility, Sands is anchored by the core tenets of serving people, communities and the planet. The company's ESG leadership has led to inclusion on the Dow Jones Best-in-Class Indices for World and North America, as well as Fortune's list of the World's Most Admired Companies. To learn more, visit www.sands.com. 

Forward-Looking Statements
This press release contains forward-looking statements made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995.  These forward-looking statements include the discussions of our business strategies and expectations concerning future operations, margins, profitability, liquidity and capital resources.  In addition, in certain portions included in this press release, the words "anticipates," "believes," "can," "continues," "estimates," "expects," "goals," "intends," "looks forward to," "may," "opportunities," "plans," "positions," "remains," "seeks," "should," "targets," "will," "would" and similar expressions, as they relate to our company or management, are intended to identify forward-looking statements.  Although we believe these forward-looking statements are reasonable, we cannot assure you any forward-looking statements will prove to be correct.  These statements represent our expectations, beliefs, intentions or strategies concerning future events that, by their nature, involve a number of risks, uncertainties or other factors beyond our control, which may cause our actual results, performance, achievements or other expectations to be materially different from any future results, performance, achievements or other expectations expressed or implied by these forward-looking statements.  These factors include, but are not limited to, the risks associated with: our gaming license in Singapore and concession in Macao and amendments to Macao's gaming laws; general economic conditions; disruptions or reductions in travel and our operations due to natural or man-made disasters, pandemics, epidemics or outbreaks of infectious or contagious diseases; our ability to invest in future growth opportunities, or attempt to expand our business in new markets and new ventures, execute our capital expenditure programs at our existing properties and produce future returns; government regulation; the extent to which the laws and regulations of mainland China become applicable to our operations in Macao and Hong Kong; the possibility that economic, political and legal developments in Macao adversely affect our Macao operations, or that there is a change in the manner in which regulatory oversight is conducted in Macao; our subsidiaries' ability to make distribution payments to us; substantial leverage and debt service; fluctuations in currency exchange rates and interest rates; our ability to collect gaming receivables; win rates for our gaming operations; risk of fraud and cheating; competition; tax law changes; political instability, civil unrest, terrorist acts or war; legalization of gaming; insurance; limitations on the transfers of cash to and from our subsidiaries; limitations of the pataca exchange markets; restrictions on the export of the renminbi; and other risks and uncertainties detailed in Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q filed by Las Vegas Sands Corp. with the Securities and Exchange Commission.  Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date such statement is made.  Las Vegas Sands Corp. assumes no obligation to update any forward-looking statements and information.

Las Vegas Sands Corp.
Third Quarter 2026 Results
Non-GAAP Financial Measures

Within the company's third quarter 2026 press release, the company makes reference to certain non-GAAP financial measures that supplement the company's consolidated financial information prepared in accordance with GAAP including "adjusted net income (loss)," "adjusted earnings (loss) per diluted share" and "consolidated adjusted property EBITDA," which have directly comparable GAAP financial measures.  The company believes these measures represent important internal measures of financial performance.  Set forth in the financial schedules accompanying this press release and presentations included on the company's website are reconciliations of the non-GAAP financial measures to the most directly comparable GAAP financial measures.  The non-GAAP financial measure disclosure by the company has limitations and should not be considered a substitute for, or superior to, the financial measures prepared in accordance with GAAP.  The definitions of our non-GAAP financial measures and the specific reasons why the company's management believes the presentation of the non-GAAP financial measures provides useful information to investors regarding the company's financial condition, results of operations and cash flows are presented below.

The following non-GAAP financial measures are used by management, as well as industry analysts, to evaluate the company's operations and operating performance.  These non-GAAP financial measures are presented so investors have the same financial data management uses in evaluating financial performance with the belief it will assist the investment community in properly assessing the underlying financial performance of the company on a year-over-year and a quarter sequential basis.

Adjusted net income (loss), which is a non-GAAP financial measure, is net income (loss) attributable to Las Vegas Sands excluding pre-opening expense, development expense, gain or loss on disposal or impairment of assets, gain or loss on modification or early retirement of debt, other income or expense and certain nonrecurring corporate expenses, net of income tax.  Adjusted net income (loss) and adjusted earnings (loss) per diluted share are presented as supplemental disclosures as management believes they are (1) each widely used measures of performance by industry analysts and investors and (2) a principal basis for valuation of Integrated Resort companies, as these non-GAAP financial measures are considered by many as alternative measures on which to base expectations for future results.  These measures also form the basis of certain internal management performance expectations.

Consolidated adjusted property EBITDA, which is a non-GAAP financial measure, is net income (loss) before stock-based compensation expense, corporate expense, pre-opening expense, development expense, depreciation and amortization, amortization of leasehold interests in land, gain or loss on disposal or impairment of assets, interest, other income or expense, gain or loss on modification or early retirement of debt and income taxes.  Management utilizes consolidated adjusted property EBITDA to compare the operating profitability of its operations with those of its competitors, as well as a basis for determining certain incentive compensation.  Integrated Resort companies, including Las Vegas Sands, have historically reported adjusted property EBITDA as a supplemental performance measure to GAAP financial measures.  In order to view the operations of their properties on a more stand-alone basis, Integrated Resort companies, including Las Vegas Sands, have historically excluded certain expenses that do not relate to the management of specific properties, such as pre-opening expense, development expense and corporate expense, from their adjusted property EBITDA calculations.  Consolidated adjusted property EBITDA should not be interpreted as an alternative to income (loss) from operations (as an indicator of operating performance) or to cash flows from operations (as a measure of liquidity), in each case, as determined in accordance with GAAP.  The company has significant uses of cash flow, including capital expenditures, dividend payments, interest payments, debt principal repayments, share repurchases and income tax payments, which are not reflected in consolidated adjusted property EBITDA.  Not all companies calculate adjusted property EBITDA in the same manner.  As a result, consolidated adjusted property EBITDA as presented by Las Vegas Sands may not be directly comparable to similarly titled measures presented by other companies.

Exhibit 1

Las Vegas Sands Corp. and Subsidiaries
Condensed Consolidated Statements of Operations
(In millions, except per share data)
(Unaudited)

Three Months Ended

Nine Months Ended

September 30,

September 30,

2026

2025

2026

2025

Revenues:

  Casino

$      2,370

$      2,506

$      7,450

$      7,048

  Rooms

376

374

1,112

1,043

  Food and beverage

176

165

520

453

  Mall

202

199

604

572

  Convention, retail and other

92

87

269

252

Net revenues

3,216

3,331

9,955

9,368

Operating expenses:

  Resort operations

2,103

1,998

6,311

5,567

  Corporate

88

78

245

220

  Pre-opening

5

7

14

20

  Development

37

72

121

210

  Depreciation and amortization

340

368

1,047

1,101

  Amortization of leasehold interests in land

21

21

63

56

Loss on disposal or impairment of assets

4

68

14

83

2,598

2,612

7,815

7,257

Operating income

618

719

2,140

2,111

Other income (expense):

  Interest income

23

39

89

123

  Interest expense, net of amounts capitalized

(186)

(187)

(563)

(555)

Other income (expense)

(1)

11

(3)

(12)

Loss on modification or early retirement of debt

—

—

—

(5)

Income before income taxes

454

582

1,663

1,662

Income tax expense

(102)

(91)

(297)

(244)

Net income

352

491

1,366

1,418

Net income attributable to noncontrolling interests

(48)

(72)

(149)

(186)

Net income attributable to Las Vegas Sands Corp.

$         304

$         419

$      1,217

$      1,232

Earnings per share:

Basic

$        0.48

$        0.61

$        1.86

$        1.77

Diluted

$        0.48

$        0.61

$        1.86

$        1.77

Weighted average shares outstanding:

  Basic

639

682

654

696

  Diluted

640

685

655

698

Exhibit 2

Las Vegas Sands Corp. and Subsidiaries
Net Revenues and Adjusted Property EBITDA
(In millions)
(Unaudited)

Three Months Ended

Nine Months Ended

September 30,

September 30,

2026

2025

2026

2025

Net Revenues

The Venetian Macao

$      649

$      692

$    1,950

$    1,993

The Londoner Macao

685

686

2,149

1,857

The Parisian Macao

231

218

678

639

The Plaza Macao and Four Seasons Macao

238

206

665

608

Sands Macao

99

72

287

218

Ferry Operations and Other

38

32

115

97

  Macao Operations

1,940

1,906

5,844

5,412

Marina Bay Sands

1,294

1,436

4,161

3,987

Intercompany Royalties

74

80

244

208

Intersegment Eliminations(1)

(92)

(91)

(294)

(239)

$    3,216

$    3,331

$    9,955

$    9,368

Adjusted Property EBITDA

The Venetian Macao

$      205

$      242

$      608

$      703

The Londoner Macao

178

219

593

577

The Parisian Macao

46

53

130

163

The Plaza Macao and Four Seasons Macao

85

74

219

214

Sands Macao

14

8

34

27

Ferry Operations and Other

1

5

8

18

  Macao Operations

529

601

1,592

1,702

Marina Bay Sands

590

743

2,067

2,116

$    1,119

$    1,344

$    3,659

$    3,818

Adjusted Property EBITDA as a Percentage of Net Revenues

The Venetian Macao

31.6 %

35.0 %

31.2 %

35.3 %

The Londoner Macao

26.0 %

31.9 %

27.6 %

31.1 %

The Parisian Macao

19.9 %

24.3 %

19.2 %

25.5 %

The Plaza Macao and Four Seasons Macao

35.7 %

35.9 %

32.9 %

35.2 %

Sands Macao

14.1 %

11.1 %

11.8 %

12.4 %

Ferry Operations and Other

2.6 %

15.6 %

7.0 %

18.6 %

  Macao Operations

27.3 %

31.5 %

27.2 %

31.4 %

Marina Bay Sands

45.6 %

51.7 %

49.7 %

53.1 %

Total

34.8 %

40.3 %

36.8 %

40.8 %

(1)

Intersegment eliminations include royalties and other intercompany services.

Exhibit 3

Las Vegas Sands Corp. and Subsidiaries
Non-GAAP Financial Measure Reconciliation
(In millions)
(Unaudited)

The following is a reconciliation of Net Income to Consolidated Adjusted Property EBITDA:

Three Months Ended

Nine Months Ended

September 30,

September 30,

2026

2025

2026

2025

Net income

$         352

$         491

$      1,366

$      1,418

  Add (deduct):

Income tax expense

102

91

297

244

Loss on modification or early retirement of debt

—

—

—

5

Other (income) expense

1

(11)

3

12

Interest expense, net of amounts capitalized

186

187

563

555

Interest income

(23)

(39)

(89)

(123)

Loss on disposal or impairment of assets

4

68

14

83

Amortization of leasehold interests in land

21

21

63

56

Depreciation and amortization

340

368

1,047

1,101

Development expense

37

72

121

210

Pre-opening expense

5

7

14

20

Stock-based compensation(1)

6

11

15

17

Corporate expense

88

78

245

220

Consolidated Adjusted Property EBITDA

$      1,119

$      1,344

$      3,659

$      3,818

(1)

During the three months ended September 30, 2026 and 2025, the company recorded stock-based compensation expense of $18 million and $26 million, respectively, of which $12 million and $15 million, respectively, was included in corporate expense in the accompanying condensed consolidated statements of operations.

During the nine months ended September 30, 2026 and 2025, the company recorded stock-based compensation expense of $57 million and $52 million, respectively, of which $42 million and $35 million, respectively, was included in corporate expense in the accompanying condensed consolidated statements of operations.

Exhibit 4

Las Vegas Sands Corp. and Subsidiaries
Non-GAAP Financial Measure Reconciliation
(In millions, except per share data)
(Unaudited)

The following is a reconciliation of Net Income Attributable to LVS to Adjusted Net Income:

Three Months Ended

Nine Months Ended

September 30,

September 30,

2026

2025

2026

2025

Net income attributable to LVS

$         304

$         419

$      1,217

$      1,232

Pre-opening expense

5

7

14

20

Development expense

37

72

121

210

Loss on disposal or impairment of assets

4

68

14

83

Other (income) expense

1

(11)

3

12

Loss on modification or early retirement of debt

—

—

—

5

Income tax impact on net income adjustments(1)

(7)

(21)

(27)

(49)

Noncontrolling interest impact on net income adjustments

(1)

2

(3)

(9)

Adjusted net income attributable to LVS

$         343

$         536

$      1,339

$      1,504

The following is a reconciliation of Net Income per Diluted Share to Adjusted Earnings per Diluted Share:

Three Months Ended

Nine Months Ended

September 30,

September 30,

2026

2025

2026

2025

Per diluted share of common stock:

Net income attributable to LVS

$        0.48

$        0.61

$        1.86

$        1.77

Pre-opening expense

0.01

0.01

0.02

0.03

Development expense

0.05

0.11

0.18

0.30

Loss on disposal or impairment of assets

0.01

0.10

0.02

0.12

Other (income) expense

—

(0.02)

—

0.02

Loss on modification or early retirement of debt

—

—

—

0.01

Income tax impact on net income adjustments

(0.01)

(0.03)

(0.04)

(0.08)

Noncontrolling interest impact on net income adjustments

—

—

—

(0.02)

Adjusted earnings per diluted share

$        0.54

$        0.78

$        2.04

$        2.15

Weighted average diluted shares outstanding

640

685

655

698

(1)

The income tax impact for each adjustment is derived by applying the effective tax rate, including current and deferred income tax expense, based upon the jurisdiction and the nature of the adjustment.

Exhibit 5

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(In millions)
(Unaudited)

The following reflects the impact on Net Revenues for hold-adjusted win percentage:

Three Months Ended

September 30,

2026

2025

Macao Operations

$                                      (19)

$                          (4)

Marina Bay Sands

6

(57)

$                                      (13)

$                        (61)

The following reflects the impact on Adjusted Property EBITDA for hold-adjusted win percentage:

Three Months Ended

September 30,

2026

2025

Macao Operations

$                                      (11)

$                          (2)

Marina Bay Sands

4

(43)

$                                        (7)

$                        (45)

Note:

These amounts represent the estimated impact of the hold adjustment that would have occurred had the company's Rolling Chip win percentage for the three months ended September 30, 2026 and 2025, equaled 3.3% for the Macao operations and 4.6% and 4.2%, respectively, for Marina Bay Sands. Included are the estimated commissions paid, discounts and other incentives rebated directly or indirectly to customers, gaming taxes and bad debt expense that would have been incurred or avoided.

Exhibit 6

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

Nine Months Ended

September 30,

September 30,

2026

2025

2026

2025

Casino Statistics:

The Venetian Macao:

Table games win per unit per day(1)

$      9,715

$      9,931

$      9,697

$      9,492

Slot machine win per unit per day(2)

$         370

$         336

$         433

$         336

Average number of table games

629

657

633

661

Average number of slot machines

1,410

1,660

1,421

1,664

The Londoner Macao:

Table games win per unit per day(1)

$     12,929

$     13,115

$     14,264

$     11,843

Slot machine win per unit per day(2)

$          696

$          579

$          680

$          531

Average number of table games

531

511

517

510

Average number of slot machines

1,396

1,563

1,411

1,562

The Parisian Macao:

Table games win per unit per day(1)

$      7,687

$      7,553

$      8,162

$      7,552

Slot machine win per unit per day(2)

$         420

$         285

$         387

$         281

Average number of table games

242

243

242

239

Average number of slot machines

1,344

1,403

1,305

1,369

The Plaza Macao and Four Seasons Macao:

Table games win per unit per day(1)

$     21,840

$     20,891

$     21,801

$     20,605

Slot machine win per unit per day(2)(3)

$            —

$           76

$            —

$            91

Average number of table games

116

105

115

105

Average number of slot machines(3)

—

53

1

52

Sands Macao:

Table games win per unit per day(1)

$      7,056

$      5,516

$      6,461

$      5,684

Slot machine win per unit per day(2)

$         268

$         234

$         270

$         242

Average number of table games

119

121

128

116

Average number of slot machines

1,362

810

1,276

790

Marina Bay Sands:

Table games win per unit per day(1)

$     17,920

$     21,380

$     20,965

$     19,754

Slot machine win per unit per day(2)

$       1,069

$       1,027

$      1,056

$       1,003

Average number of table games

557

541

563

541

Average number of slot machines

2,940

2,961

2,956

2,973

(1)

Table games win per unit per day is shown before discounts, commissions, deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis.

(2)

Slot machine win per unit per day is shown before deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis.

(3)

Slot machines were relocated to other properties during the three months ended March 31, 2026.

Exhibit 7

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

The Venetian Macao

September 30,

(Dollars in millions)

2026

2025

Change

Revenues:

Casino

$      507

$      543

$     (36)

Rooms

44

52

(8)

Food and beverage

15

16

(1)

Mall

64

64

—

Convention, retail and other

19

17

2

Net revenues

$      649

$      692

$     (43)

Adjusted Property EBITDA

$      205

$      242

$     (37)

EBITDA Margin %

31.6 %

35.0 %

 (3.4) pts

Gaming Statistics

(Dollars in millions)

Rolling Chip volume

$      917

$      635

$     282

Rolling Chip win %(1)

3.97 %

5.87 %

 (1.90)pts

Non-Rolling Chip drop

$    2,354

$    2,390

$     (36)

Non-Rolling Chip win %

22.4 %

23.6 %

 (1.2) pts

Slot handle

$    1,367

$    1,430

$     (63)

Slot hold %

3.5 %

3.6 %

 (0.1) pts

Hotel Statistics(2)

Occupancy %

98.3 %

98.0 %

 0.3 pts

Average daily room rate (ADR)

$      200

$      200

$       —

Revenue per available room (RevPAR)

$      197

$      196

$        1

(1)

This compares to our expected Rolling Chip win percentage of 3.3% (calculated before discounts, commissions, deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis).

(2)

We anticipate approximately 500 rooms, on average, to be out of service through the fourth quarter of 2027 due to room renovations.

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

The Londoner Macao

September 30,

(Dollars in millions)

2026

2025

Change

Revenues:

Casino

$      514

$      525

$     (11)

Rooms

103

102

1

Food and beverage

34

31

3

Mall

26

23

3

Convention, retail and other

8

5

3

Net revenues

$      685

$      686

$       (1)

Adjusted Property EBITDA

$      178

$      219

$     (41)

EBITDA Margin %

26.0 %

31.9 %

 (5.9) pts

Gaming Statistics

(Dollars in millions)

Rolling Chip volume

$    3,216

$    2,312

$     904

Rolling Chip win %(1)

3.43 %

3.65 %

 (0.22) pts

Non-Rolling Chip drop

$    2,803

$    2,268

$     535

Non-Rolling Chip win %

18.6 %

23.4 %

 (4.8) pts

Slot handle

$    2,256

$    2,141

$     115

Slot hold %

4.0 %

3.9 %

 0.1 pts

Hotel Statistics

Occupancy %

97.5 %

96.4 %

 1.1 pts

Average daily room rate (ADR)

$      264

$      262

$        2

Revenue per available room (RevPAR)

$      257

$      253

$        4

(1)

This compares to our expected Rolling Chip win percentage of 3.3% (calculated before discounts, commissions, deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis).

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

The Parisian Macao

September 30,

(Dollars in millions)

2026

2025

Change

Revenues:

Casino

$      178

$      163

$      15

Rooms

33

34

(1)

Food and beverage

14

14

—

Mall

5

5

—

Convention, retail and other

1

2

(1)

Net revenues

$      231

$      218

$      13

Adjusted Property EBITDA

$        46

$        53

$       (7)

EBITDA Margin %

19.9 %

24.3 %

 (4.4) pts

Gaming Statistics

(Dollars in millions)

Rolling Chip volume(1)

$         —

$         —

$       —

Rolling Chip win %(1)

— %

— %

 — pts

Non-Rolling Chip drop

$       761

$       785

$      (24)

Non-Rolling Chip win %

22.5 %

21.5 %

 1.0 pts

Slot handle

$    1,404

$    1,007

$     397

Slot hold %

3.7 %

3.6 %

 0.1 pts

Hotel Statistics

Occupancy %

98.3 %

97.0 %

 1.3 pts

Average daily room rate (ADR)

$      144

$      151

$       (7)

Revenue per available room (RevPAR)

$      142

$      147

$       (5)

(1)

Rolling Chip tables are made available based on demand.

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

The Plaza Macao and Four Seasons Macao

September 30,

(Dollars in millions)

2026

2025

Change

Revenues:

Casino

$      163

$      132

$      31

Rooms

30

28

2

Food and beverage

7

7

—

Mall

37

38

(1)

Convention, retail and other

1

1

—

Net revenues

$      238

$      206

$      32

Adjusted Property EBITDA

$        85

$        74

$      11

EBITDA Margin %

35.7 %

35.9 %

 (0.2) pts

Gaming Statistics

(Dollars in millions)

Rolling Chip volume

$    1,584

$    1,402

$     182

Rolling Chip win %(1)

3.76 %

1.84 %

 1.92 pts

Non-Rolling Chip drop

$      785

$      683

$     102

Non-Rolling Chip win %

22.2 %

25.7 %

 (3.5) pts

Slot handle(2)

$        —

$        15

$      (15)

Slot hold %(2)

— %

2.5 %

 — pts

Hotel Statistics

Occupancy %

96.1 %

92.6 %

 3.5 pts

Average daily room rate (ADR)

$      504

$      493

$      11

Revenue per available room (RevPAR)

$      485

$      456

$      29

(1)

This compares to our expected Rolling Chip win percentage of 3.3% (calculated before discounts, commissions, deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis).

(2)

Slot machines were relocated to other properties during the three months ended March 31, 2026.

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

Sands Macao

September 30,

(Dollars in millions)

2026

2025

Change

Revenues:

Casino

$        92

$        66

$      26

Rooms

4

4

—

Food and beverage

2

2

—

Mall

1

—

1

Net revenues

$        99

$        72

$      27

Adjusted Property EBITDA

$        14

$          8

$        6

EBITDA Margin %

14.1 %

11.1 %

 3.0 pts

Gaming Statistics

(Dollars in millions)

Rolling Chip volume

$        22

$        18

$        4

Rolling Chip win %(1)

11.22 %

3.08 %

 8.14 pts

Non-Rolling Chip drop

$      480

$      371

$     109

Non-Rolling Chip win %

15.5 %

16.4 %

 (0.9) pts

Slot handle

$    1,568

$      626

$     942

Slot hold %

2.1 %

2.8 %

 (0.7) pts

Hotel Statistics

Occupancy %

99.4 %

98.4 %

 1.0 pts

Average daily room rate (ADR)

$      162

$      166

$       (4)

Revenue per available room (RevPAR)

$      161

$      164

$       (3)

(1)

This compares to our expected Rolling Chip win percentage of 3.3% (calculated before discounts, commissions, deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis).

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data
(Unaudited)

Three Months Ended

Marina Bay Sands

September 30,

(Dollars in millions)

2026

2025

Change

Revenues:

Casino

$      916

$    1,077

$    (161)

Rooms

162

154

8

Food and beverage

104

95

9

Mall

70

69

1

Convention, retail and other

42

41

1

Net revenues

$    1,294

$    1,436

$    (142)

Adjusted Property EBITDA

$       590

$       743

$    (153)

EBITDA Margin %

45.6 %

51.7 %

 (6.1) pts

Gaming Statistics

(Dollars in millions)

Rolling Chip volume

$    8,429

$    9,069

$    (640)

Rolling Chip win %(1)

4.53 %

4.84 %

 (0.31) pts

Non-Rolling Chip drop

$    2,874

$    2,552

$     322

Non-Rolling Chip win %

18.7 %

24.5 %

 (5.8) pts

Slot handle

$    6,539

$    6,406

$     133

Slot hold %

4.4 %

4.4 %

 — pts

Hotel Statistics

Occupancy %

95.8 %

95.5 %

 0.3 pts

Average daily room rate (ADR)

$    1,038

$      982

$      56

Revenue per available room (RevPAR)

$       994

$      937

$      57

(1)

This compares to our theoretical Rolling Chip win percentage of 4.6% and 4.2% for the three months ended September 30, 2026 and 2025, respectively (calculated before discounts, commissions, deferring revenue associated with the company's loyalty programs and allocating casino revenues related to goods and services provided to patrons on a complimentary basis).

Las Vegas Sands Corp. and Subsidiaries
Supplemental Data - Asian Retail Mall Operations
(Unaudited)

For the Three Months Ended September 30, 2026

TTM

September
30, 2026

(Dollars in millions except per square foot data)

Gross
Revenue(1)

Operating
Profit

Operating
Profit
Margin

Gross
Leasable
Area (sq. ft.)

Occupancy
% at End
of Period

Tenant Sales
Per Sq. Ft.(2)

Shoppes at Venetian

$         63

$       56

88.9 %

839,415

94.1 %

$        2,201

Shoppes at Four Seasons

Luxury Retail

28

25

89.3 %

161,025

100.0 %

5,614

Other Stores

9

8

88.9 %

100,644

80.7 %

2,116

37

33

89.2 %

261,669

92.6 %

4,608

Shoppes at Londoner

26

22

84.6 %

518,620

82.4 %

1,924

Shoppes at Parisian

5

3

60.0 %

252,775

69.5 %

421

Total Cotai Strip in Macao

131

114

87.0 %

1,872,479

87.3 %

2,349

The Shoppes at Marina Bay Sands

70

62

88.6 %

616,037

99.5 %

3,318

Total

$        201

$      176

87.6 %

2,488,516

90.3 %

$        2,632

Note:

This table excludes the results of our retail outlets at Sands Macao.

(1)

Gross revenue figures are net of intersegment revenue eliminations.

(2)

Tenant sales per square foot reflect sales from tenants only after the tenant has been open for a period of 12 months.

SOURCE Las Vegas Sands Corp.

-

KRUIBEKE, Belgium--(BUSINESS WIRE)--Redwire Corporation (NYSE: RDW), a global leader in space and defence technology solutions, and EnduroSat, a space company building standardized, software-flexible satellites and a streamlined constellations-as-a-service model, today announced that they have signed a memorandum of understanding (MOU) focused on strengthening European industrial capabilities to deliver resilient space infrastructure. The MOU represents a first step toward combining EnduroSat’s high-volume spacecraft manufacturing with Redwire's cutting-edge power systems and experience as a prime contractor to support European government, defence, and commercial missions.

“The partnership with EnduroSat will help European customers field the space capabilities they need,” said Marc Dielissen, Director General, Redwire Space Europe. “Redwire's expertise in cutting-edge power solutions, deep space avionics, and successful track record as a mission prime coupled with EnduroSat’s expertise in high-volume spacecraft manufacturing will enable us to deliver more agile, reliable, affordable, and scalable space solutions to more customers.”

“Government, defence, and commercial customers need proven capability in orbit, and they need it fast,” said Victor Danchev, CTO of EnduroSat. “By combining Redwire's heritage as a prime on major European & U.S. missions with EnduroSat's serial satellite production & end-to-end constellation-as-a-service, customers can have the confidence and the speed to scale they require.”

Together, Redwire and EnduroSat intend to pursue opportunities to apply these complementary capabilities to European priorities, including Very Low Earth Orbit (VLEO) operations for national defence, EU‑based orbital data centers, and next‑generation positioning, navigation, and timing (PNT) constellations.

Redwire brings a proven track record as a prime contractor for multinational missions such as ESA’s Skimsat mission, a technology demonstrator that will operate in VLEO; Belgian Defence’s MATTEO mission, Belgium’s first security satellite; and ESA’s Σyndeo‑3 mission, which will deploy payloads supporting a wide range of applications, from space debris monitoring to deorbiting of LEO spacecraft and advanced thermal control.

EnduroSat complements this capability with recent constellation orders, including Trustpoint’s GPS‑independent PNT constellation and Vantor’s fleet of next‑generation Earth‑imaging satellites. Together, the companies are well equipped to accelerate deployment of infrastructure in markets that have historically lacked rapidly scalable and cost-effective space solutions.

About Redwire

Redwire Corporation (NYSE: RDW) is an integrated space and defence tech company focused on advanced technologies. We are building the future of aerospace infrastructure, autonomous systems, and multi-domain operations leveraging digital engineering and AI automation. Redwire’s approximately 1,400 employees located throughout Europe and North America are committed to delivering innovative space and airborne platforms transforming the future of multi-domain operations. For more information, please visit RDW.com.

About EnduroSat

EnduroSat is a leading provider of satellite constellations-as-a-service, making space universally accessible for innovation and exploration. With a focus on rapid deployment, cost-effective satellite buses, and a cableless satellite design, EnduroSat empowers commercial and government entities to quickly build and operate their own dedicated space infrastructure for communications, earth observation, and advanced applications.

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Wait: Your autonomous Tesla won't drive everywhere just yet By You're currently following this author! Click to unsubscribe from email alerts.

Tesla said that it expects to release unsupervised FSD around Q2 2027. Harald Tittel/picture alliance via Getty Images When I reviewed Tesla's Full Self-Driving software in January, I hailed it as an "impressive" driver-assistance feature that left me wanting more.

I dreamed of being able to flip the autonomous driving system on whenever I make my routine 400-mile trip from San Francisco to Los Angeles — kick my feet up, listen to music, and ideally fall asleep without having to supervise the road.

That's been part of Tesla's ultimate pitch for the future. "With autonomy, you get your time back," Elon Musk has said.

And the pitch may soon come true. Just don't expect to make long self-driven road trips quite yet.

On Wednesday, during Tesla's Q3 earnings call, Ashok Elluswamy, the company's VP of AI, painted a more modest picture of what FSD unsupervised will look like for a personal car — at least at first.

Elluswamy said unsupervised FSD is coming "somewhere around Q2 next year" for privately owned Teslas, with the rollout of FSD V15.

The caveat is that it will only be operable in areas where Tesla already operates its Robotaxi service, which represents a small fraction of square miles for the total number of Teslas on US roads.

The Robotaxi platform is available in parts of seven metropolitan regions: Austin, Dallas, Houston, Miami, Orlando, Tampa, and the San Francisco Bay Area. In the Bay Area, all Tesla robotaxis are supervised by a human operator.

"The only additional requirement is to make sure that, for example, the customer Model Ys can be part of the geofences and the fleet management that Tesla has for it to be fully autonomous," Elluswamy said.

In other words, your Tesla may be able to drive itself, but only if you're within the zones where Tesla Robotaxi is operating. If you're in Austin, that could cover about 260 square miles of the city, excluding high-speed roadways.

That's similar to what other aspiring self-driving car companies have pitched.

Tensor, a San Jose-based automaker, aims to sell a luxury sedan that it says can drive itself. However, the self-driving feature will only operate within restricted geofences, the company told Business Insider.

Tesla didn't say why it needs to limit the release of unsupervised FSD to geofences at first, although there are likely questions about liability that the company will have to address once it declares, Yes, our technology now lets you take your eyes off the road.

Autonomy is a difficult problem to solve after all. During the call, Elluswamy shut down the idea that competitors could catch up to Tesla's FSD.

"When they get in the long tail of this problem — it's so long that people don't realize — anyone with a sane mind should not attempt to solve this problem," he said. "It's so difficult."

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Lloyd Lee You're currently following this author! Click to unsubscribe from email alerts.

Lloyd Lee is a reporter at Business Insider covering frontier technologies, with a focus on how they're being deployed in the real world and the gaps and tensions that emerge as people, companies, and regulators respond. His coverage has featured autonomous vehicles, EVs, robotics, brain-computer interfaces, and AI.Lloyd's reporting on the progress of Alphabet's Waymo and Tesla's autonomous ambitions was recognized by the San Francisco Press Club with a Bay Area Journalism Award.Before joining Business Insider, he was a local reporter for Almanac News and Palo Alto Weekly, covering housing issues, small businesses, and notable Silicon Valley characters.Lloyd is based in San Francisco.He can be reached via email [email protected], or by phone at 646-768-1630, or Signal at lloyd.71.

Tesla

Micron's (MU +1.96%) business has been on an undeniable roll. The company's last quarterly report crushed expectations, with non-GAAP (generally accepted accounting principles) adjusted earnings per share of $33.42 on revenue of $54.23 billion, blowing past the average Wall Street target for adjusted earnings per share of $31.72 on sales of $51.07 billion.

Even better, the company issued guidance for the current quarter that crushed expectations. The memory chip leader said that it expects to post sales of roughly $61.5 billion in the current quarter and adjusted earnings of $38.15 per share. Meanwhile, the average Wall Street estimate had only targeted sales of roughly $57 billion and per-share earnings of $35.40.

Micron is expected to release its next earnings report sometime in December. Here's why the stock could be worth buying ahead of the company's next quarterly release.

Image source: Getty Images.

Micron's recent wins haven't translated into valuation gains yet
Despite strong quarterly reports and very encouraging forward guidance, Micron stock has actually lost ground since its last quarterly report. The company's share price is now down roughly 25.5%, as of this writing.

There are a few big reasons for the company's valuation pullback. For starters, the stock has seen massive gains over the last year even after some recent sell-offs. Investors have also become less confident in the macroeconomic backdrop due to factors including sticky inflation, elevated bond yields, and the likelihood of further interest rate hikes. Adding another complicating factor, the market is concerned about the impact of competition from Chinese memory companies on Micron's pricing power.

MU Micron Technology$913.67+$17.60 (+1.96%)

NASDAQ · As of 4:00 PM ET 10/21/26

While the potential for macroeconomic conditions to worsen and increased competition pose meaningful risks to Micron stock, the company is likely to deliver another stellar report when it releases earnings in a couple of months. Micron has been building an impressive track record of earnings beats, and there's a good chance that its sales and earnings will once again blow past its guidance ranges. Demand for Micron's high bandwidth memory (HBM) chips for artificial intelligence processors is incredibly high, and there's little indication that pricing power will slip in the near future.

Micron's next quarterly report also roughly coincides with an upcoming major shift in the company's capital return policy. Due to the terms connected with the company taking a loan through the CHIPS Act in 2024, Micron has been prevented from buying back its own stock for two years.

That restriction is now on the verge of lapsing, and the company is gearing up to return a massive amount of cash to shareholders. Most of this will take the form of stock buybacks, but it also wouldn't be surprising to see the company announce a huge dividend increase at some point in December.

With Micron's business momentum looking incredibly strong and the company set to buy back $35.16 billion of its own stock and potentially announce a major dividend increase, buying the company's shares amid recent volatility could be a good move.

Golden Cross Alert: 3 Stocks With Major Upside PotentialWAVE Life Sciences NASDAQ: WVE outlined progress across its obesity-focused siRNA program and RNA editing pipeline during a Chardan discussion, with President and CEO Paul Bolno emphasizing the company’s chemistry platform, upcoming clinical studies and regulatory alignment for its alpha-1 antitrypsin deficiency program.

Bolno said the company entered the year with two principal objectives: generating Phase I data for WVE-007, an INHBE-targeting treatment being developed for obesity and cardiometabolic disease, and advancing what he described as the first RNA editing medicine to enter clinical testing for alpha-1 antitrypsin deficiency, or AATD.

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WVE-007 Data Highlight Body Composition Wave Life Sciences Rockets 70% on Historic RNA Editing SuccessAccording to Bolno, WVE-007 produced reductions in fat while preserving lean muscle mass in a Phase I healthy-volunteer study. He said the findings supported the potential for once-yearly dosing and showed a safety and tolerability profile that could support further development.

The company reported that a single dose resulted in nearly a 15% reduction in visceral fat, along with reductions in subcutaneous fat, a 3.3% reduction in waist circumference and a 1% change in body weight. Bolno stressed that the study enrolled healthy volunteers without comorbidities, a population he said generally has substantially less visceral and subcutaneous fat than patients in conventional obesity trials.

Sarepta Therapeutics Inc.: Why it's a rising gene therapy star“We did not just see a strong reduction in visceral fat,” Bolno said. “We saw a strong reduction in subcutaneous fat, which is what ultimately drives weight loss.”

He contrasted the results with other INHBE programs, saying Wave’s preclinical and clinical findings differentiated the company’s construct through deeper and more durable target suppression. Bolno attributed that potential differentiation to the company’s oligonucleotide chemistry and its ability to improve loading into the AGO2 component of the RNA-induced silencing complex, or RISC.

Bolno said Wave’s chemistry work produced nearly a 15-fold improvement in AGO2 loading in research described in a paper published several years ago. In the company’s view, that improvement may support potent knockdown and annual administration.

Phase II-A Studies to Assess Obesity and Cardiometabolic Outcomes Wave has begun dosing patients in its INLIGHT Phase II-A monotherapy study of WVE-007. The trial includes patients with body mass indexes ranging from 35 to 50 and permits participants with diabetes and other comorbidities, Bolno said.

The study includes two dose groups and separate diabetic and non-diabetic cohorts. In addition to measuring body weight and body composition, Wave plans to assess liver fat through MRI-PDFF, insulin sensitivity and lipid profiles. Bolno said the design could help the company evaluate potential applications beyond obesity, including metabolic dysfunction-associated steatohepatitis, or MASH, and diabetes.

Wave has also initiated a combination study of WVE-007 with tirzepatide. Bolno said the company sees potential use cases for the therapy as monotherapy in people with sarcopenic obesity, in combination with incretin therapies, and as a maintenance option following incretin treatment.

The company has not committed to a data-release date for the Phase II-A programs. Bolno said Wave may decide to unblind data at either three or six months, noting that the longer interval could provide a clearer view of weight change after lean mass stabilizes and fat reduction continues.

Alpha-1 Antitrypsin Program Moves Toward Registrational Study Bolno also discussed Wave’s RNA editing program for AATD, a genetic condition associated with lung and liver disease. He said early clinical data showed consistent editing across patients, with conversion of the disease-associated Z form to the normal M form of alpha-1 antitrypsin. The company also reported that treatment was safe and well tolerated in the data discussed.

Wave recently aligned with the FDA on what Bolno characterized as an innovative trial design that could shorten the path to approval. The company plans a two-year clinical trial intended to support registration, with a potential interim analysis at one year that could support accelerated approval.

Bolno said the company has observed acute-phase responses in more than one patient, including protein production above 20 micromolar during an inflammatory event in one case. He said the observations support the premise that RNA editing could enable patients to produce functional protein when it is needed during periods of inflammation.

While declining to disclose specific FDA discussions around thresholds for total alpha-1 antitrypsin or M-form protein, Bolno said Wave believes achieving an MZ-like phenotype could be an important component of an approval path.

Looking ahead, Bolno said Wave plans to discuss next-generation chemistry at its November research day, including bifunctional and multifunctional oligonucleotides. The company also expects to provide further information on its PNPLA3 RNA editing program, which targets liver-related diseases in patients homozygous for PNPLA3 variants.

About WAVE Life Sciences (NASDAQ:WVE)WAVE Life Sciences Ltd. NASDAQ: WVE is a biotechnology company focused on developing medicines that act on RNA, a molecule involved in translating genetic information into proteins. The company uses its proprietary chemistry and drug-design technologies to create oligonucleotide therapeutics intended to selectively modify RNA and address the underlying causes of genetic diseases.

Its research programs have included RNA editing and RNA-targeting approaches for conditions such as alpha-1 antitrypsin deficiency, Duchenne muscular dystrophy and other serious genetic disorders.

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

Should You Invest $1,000 in WAVE Life Sciences Right Now?Before you consider WAVE Life Sciences, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and WAVE Life Sciences wasn't on the list.

While WAVE Life Sciences currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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22.10.2026 6:03

Moneta by měla ve třetím čtvrtletí navázat na solidní výkonnost z předchozích období. Analytik Patria Finance Jindřich Litner očekává téměř sedmiprocentní růst čistého zisku díky vyšším úrokovým výnosům, pokračujícímu růstu hypoték a silným příjmům z poplatků.

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First American Financial (FAF - Free Report) came out with quarterly earnings of $1.78 per share, missing the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.7 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -3.78%. A quarter ago, it was expected that this financial services company would post earnings of $1.8 per share when it actually produced earnings of $2.08, delivering a surprise of +15.56%.

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

First American Financial, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $2.08 billion for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.06%. This compares to year-ago revenues of $1.98 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

First American Financial shares have added about 7.9% since the beginning of the year versus the S&P 500's gain of 12.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.81 on $2.07 billion in revenues for the coming quarter and $7.09 on $8.13 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the top 29% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Heritage Insurance (HRTG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on October 28.

This property and casualty insurance holding company is expected to post quarterly earnings of $1.04 per share in its upcoming report, which represents a year-over-year change of -36.2%. The consensus EPS estimate for the quarter has been revised 21.9% lower over the last 30 days to the current level.

Heritage Insurance's revenues are expected to be $217.39 million, up 2.3% from the year-ago quarter.

On October 21, 2026, Teradata Corp TDC shares rose 3.1% to $33.45, reflecting a significant increase in the stock's performance over recent weeks. The stock has traded between $20.54 and $41.78 over the past 52 weeks, showcasing both volatility and opportunity.

GF Value™ verdict: TDC is currently priced at $33.45, which is 11.3% above its GF Value™ estimate of $30.05, indicating it is overvalued.GF Score™: With a score of 75/100, TDC is classified as Above Average, suggesting a generally favorable assessment compared to its peers.Notable signal: Insider activity shows that insiders sold $10.1 million worth of shares over the past 12 months without any purchases, which may indicate a lack of confidence among company executives.Is TDC Overvalued or Undervalued?The current price of Teradata Corp at $33.45 stands at an 11.3% premium to the GF Value™ of $30.05, suggesting that the stock is overvalued. The GF Value™ represents GuruFocus' proprietary intrinsic-value estimate, which is based on historical trading multiples, past business growth, and future performance projections. Being overvalued poses risks for investors, particularly if market sentiment shifts or if the company fails to meet growth expectations. The GF Valuation label identifies the stock as Modestly Overvalued, emphasizing caution for potential buyers.

While the stock has shown strong momentum recently, with a year-to-date increase of 9.9% and a remarkable 56.9% rise over the past year, the current valuation raises questions about the sustainability of this growth. The market's enthusiasm may not be justified by the underlying financial fundamentals, especially given the recent insider selling, which could signal a lack of confidence from those closest to the company.

How Does TDC's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)7.0x39.2xForward P/E11.5xN/AComparing Teradata's current P/E ratio of 7.0x to its 5-year median P/E of 39.2x reveals a stark contrast, indicating that the stock is currently trading significantly below its historical valuation. This P/E analysis agrees with the GF Value™ verdict, as it underscores the potential overvaluation of TDC despite its impressive price performance in the short term. The low P/E could suggest either a market mispricing or declining investor expectations for growth relative to past performance.

What Does TDC's GF Score™ Tell Us?The GF Score™ evaluates a company's overall financial health and growth potential based on various metrics. TDC's score of 75/100 indicates an Above Average standing in the market. The strongest sub-ranks are in Financial Strength and Profitability, both rated at 7/10, while the weakest is in Growth, with a rank of 3/10.

MetricRatingGF Score™75Financial Strength7/10Profitability7/10Growth3/10Valuation6/10Momentum9/10Overall, TDC's GF Score™ suggests a company with solid financial strength and profitability, yet facing challenges in growth. The high momentum rank of 9/10 indicates that the stock has been performing well in the short term, but the low growth rating could raise concerns about its long-term sustainability and expansion potential.

What Are Gurus and Insiders Doing with TDC?Currently, 5 gurus hold Teradata Corp shares, with 3 increasing their positions and 3 trimming their holdings in recent quarters. This mixed signal reflects varied perspectives among institutional investors regarding TDC's future prospects. The activity suggests that while some gurus may see value or potential in the stock, others are cautious or reassessing their positions.

Additionally, insider activity has shown that executives have sold $10.1 million worth of shares over the past 12 months with no reported insider purchases. This trend could indicate a lack of confidence in the stock's future trajectory from those within the company, which may be a red flag for potential investors.

What This Means for InvestorsBased on the GF Value™ assessment, Teradata Corp is currently overvalued at $33.45, trading at an 11.3% premium to its intrinsic value of $30.05. While the stock has demonstrated positive momentum, the valuation metrics and insider selling signal caution for prospective investors. For further insights, you can visit the Teradata Corp TDC stock page and explore more details about its valuation on the GF Value™ page.

Frequently Asked QuestionsWhat is TDC's GF Score™?

TDC has a GF Score™ of 75/100, indicating it is rated as Above Average compared to its peers, suggesting a generally favorable assessment.

Is TDC overvalued or undervalued?

According to the GF Value™, TDC is overvalued at its current price of $33.45, which is 11.3% above its intrinsic value estimate of $30.05.

What is TDC's P/E ratio?

TDC's P/E ratio is currently 7.0x, which is significantly lower than its 5-year median of 39.2x, indicating that the stock is trading below its historical valuation levels.

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

Disclosures
I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

Cathay General (CATY - Free Report) reported $254.65 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 20.9%. EPS of $1.43 for the same period compares to $1.13 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $228.21 million, representing a surprise of +11.58%. The company delivered an EPS surprise of -0.69%, with the consensus EPS estimate being $1.44.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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

Ratio of net charge-offs to average loans: 0.5% versus 0.2% estimated by three analysts on average.Net Interest Margin: 3.5% compared to the 3.5% average estimate based on three analysts.Efficiency Ratio: 40.6% compared to the 39.6% average estimate based on three analysts.Tier 1 risk-based capital ratio: 13.5% versus 13.6% estimated by two analysts on average.Average balance - Total interest-earning assets: $23.87 billion compared to the $23.73 billion average estimate based on two analysts.Tier 1 leverage capital ratio: 11.1% versus the two-analyst average estimate of 11.3%.Total non-performing assets: $119.18 million compared to the $151.77 million average estimate based on two analysts.Total non-performing loans: $92.27 million compared to the $118.94 million average estimate based on two analysts.Total risk-based capital ratio: 15% versus the two-analyst average estimate of 15.2%.Letters of credit commissions: $2.09 million compared to the $2.36 million average estimate based on three analysts.Total Non-Interest Income: $42.77 million versus $20.52 million estimated by three analysts on average.Net interest income before provision for loan losses: $211.88 million versus the three-analyst average estimate of $207.66 million.View all Key Company Metrics for Cathay here>>>

Shares of Cathay have returned -0.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Hims & Hers Health, Inc. (NYSE: HIMS) securities between August 4, 2025 and July 29, 2026, inclusive (the "Class Period"), have until Monday, November 2, 2026 to seek appointment as lead plaintiff of the Hims & Hers class action lawsuit.  Captioned Velanki v. Hims & Hers Health, Inc., No. 26-cv-09313 (N.D. Cal.), the Hims & Hers class action lawsuit charges Hims & Hers as well as certain of Hims & Hers' top executives with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Hims & Hers class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-hims-hers-health-class-action-lawsuit-hims.html 

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Hims & Hers operates as a health and wellness platform that connects consumers to licensed healthcare professionals.

The Hims & Hers class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Hims & Hers shared consumers' health information with third-party advertising platforms; (ii) Hims & Hers charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is "right for them"; (iii) the foregoing conduct subjected Hims & Hers to regulatory scrutiny; (iv) as a result of the foregoing, Hims & Hers was reasonably likely to incur fees and penalties; and (v) as a result of the foregoing, defendants' positive statements about Hims & Hers' business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On July 29, 2026, the Federal Trade Commission allegedly announced it had filed a lawsuit against Hims & Hers "alleging that the telehealth provider shared consumers' sensitive health information about medical conditions with third-party advertising platforms despite claiming its services maintain consumers' privacy and deceives users about its billing and cancellation practices."  The Hims & Hers class action lawsuit further alleges that, according to the Federal Trade Commission's complaint, Hims & Hers engages in other deceptive advertising practices, including failing to "clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is 'right for them.'"  Additionally, the Hims & Hers class action lawsuit alleges that the Federal Trade Commission's complaint includes allegations that Hims and Hers "shared consumers' sensitive health information with third-party advertising companies and platforms . . . such as Meta Platforms, Inc. ('Meta') and Snap Inc. ('Snap')."  On this news, the price of Hims and Hers shares declined nearly 15%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Hims & Hers securities during the Class Period to seek appointment as lead plaintiff in the Hims & Hers class action lawsuit.  A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class.  A lead plaintiff acts on behalf of all other class members in directing the Hims & Hers class action lawsuit.  The lead plaintiff can select a law firm of its choice to litigate the Hims & Hers class action lawsuit.  An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Hims & Hers class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation.  Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025.  This marks our fourth #1 ranking in the past five years.  And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm.  With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig.  Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes.
Services may be performed by attorneys in any of our offices. 

Contact:

Robbins Geller Rudman & Dowd LLP

Ken Dolitsky

Michael Albert

655 W. Broadway, Suite 1900, San Diego, CA 92101

800/851-7783

[email protected] 

SOURCE Robbins Geller Rudman & Dowd LLP

Waste Connections (WCN - Free Report) came out with quarterly earnings of $1.58 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.44 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.95%. A quarter ago, it was expected that this solid waste services provider would post earnings of $1.35 per share when it actually produced earnings of $1.5, delivering a surprise of +11.11%.

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

Waste Connections, which belongs to the Zacks Waste Removal Services industry, posted revenues of $2.64 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 1.22%. This compares to year-ago revenues of $2.46 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Waste Connections shares have lost about 3.4% since the beginning of the year versus the S&P 500's gain of 12.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.41 on $2.51 billion in revenues for the coming quarter and $5.65 on $10.05 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Waste Removal Services is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Quest Resource (QRHC - Free Report) , has yet to report results for the quarter ended September 2026.

This recycling company is expected to post quarterly loss of $0.03 per share in its upcoming report, which represents a year-over-year change of -50%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Quest Resource's revenues are expected to be $67 million, up 5.8% from the year-ago quarter.

Tesla said it will start selling its Cybercab to customers by the end of the year even as federal regulators investigate whether the gold-hued, autonomous two-seater, which lacks a steering wheel and other traditional controls, meets vehicle safety standards.

During the company’s third-quarter earnings call, Lars Moravy, vice president of engineering at Tesla, said the Cybercabs produced today are all destined for the company’s own robotaxi fleet. As that fleet grows, the company will “mainly deliver fully designed autonomous vehicles to our customers,” he said, noting that it will start small.

The company will scale as it learns about delivery, ownership, and fleet management of autonomous vehicles, Moravy added.

Tesla first floated the idea of selling the autonomous vehicle to third parties last month around its Cybercab event in Austin and even posted a robotaxi interest form. But it wasn’t clear if Tesla would follow through, or how.

Tesla CEO Elon Musk has talked for years about building a massive fleet of low-cost robotaxis, but until recently, those plans centered on turning privately owned Tesla vehicles into self-driving taxis with a software update.

That plan has yet to materialize, and Musk’s comment Wednesday shows how his views have shifted.

Today, Tesla owners can subscribe to Full Self-Driving (Supervised), an advanced driver-assistance system that automates many driving tasks but still requires the driver to take control. The company continues to push out software updates to FSD to improve its capabilities, but a human driver is still required to remain engaged and ready to take over — even if many have been videoed pushing the boundaries of that rule.

Musk said Wednesday that an unsupervised version of FSD would be rolled out to customers sometime in the second quarter, yet another delay for Tesla owners, many of whom bought or subscribed to the software years ago.

If these two timelines hold, it would mean third-party fleet customers would be able to buy the autonomous Cybercab and potentially operate it as a robotaxi service before Tesla owners would get access to the same autonomous capability in their own cars.

“Cybercab is primarily going to be something that is offered as like transport as a service, whereas our other cars would be more, you know, the cars that you’d want to own, like the 3 and the Y and whatnot, and the Roadster, obviously,” Musk said Wednesday on the call. “But, you know, the vast majority of the Cybercab stuff will be essentially Tesla-owned and and transported as a service.”

There is at least one obstacle that could throw off Tesla’s Cybercab fleet plans. The National Highway Traffic Safety Administration (NHTSA) announced last month that it had opened an investigation into the Cybercab, just hours after the vehicles began operating on public streets in Austin.

Federal Motor Vehicle Safety Standards (FMVSS) require manual controls like brake pedals, as well as other features such as rearview and side mirrors. Automakers traditionally self-certify whether their vehicles comply with FMVSS rules, and Tesla did the same.

Current regulations don’t accommodate vehicles without manual controls, though the Department of Transportation recently proposed removing those requirements for vehicles that are designed to be autonomously driven. In the meantime, NHTSA said it would investigate the Cybercab to “examine the process and technical data on which Tesla relied when certifying the Cybercab and related issues.”

The outcome of that investigation could affect whether Tesla, or anyone else, can legally operate the Cybercabs.

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.

You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.

UnitedHealth Group (UNH -0.54%) is showing signs of a comeback after a challenging stretch, with earnings rising sharply in its latest report as its turnaround gains momentum. Still, whether investors should add shares, trim them, or sit tight comes down to one question: Can the company continue with its earnings recovery?

Image source: Getty Images.

UnitedHealth's earnings rebound is gaining momentum In the third quarter of 2026, adjusted earnings per share climbed around 61% from a year earlier, beating Wall Street expectations. Revenue also came in ahead of forecasts, while management raised its full-year adjusted earnings guidance to at least $20.50 per share. That's an improvement from its previous forecast of $19.50 to $20.00.

The encouraging part is that UnitedHealth isn't relying on revenue growth to improve its bottom line. Instead, it's working to price its insurance plans more carefully, control medical expenses, and streamline operations. These changes are helping it generate more profit from its existing business.

For investors who have been waiting for signs of a strong recovery, this is a meaningful step in the right direction. In fact, UnitedHealth's latest results are proof that its turnaround is picking up.

What's behind the improvement?

Better control over medical costs is driving recovery One of UnitedHealth's biggest challenges has been the rising cost of providing healthcare to its members. When patients use more medical services than expected, the company can end up paying out more in claims than its premiums were designed to cover.

That makes the latest improvement in its medical care ratio encouraging. The ratio fell to 88.4% compared with 89.9% a year earlier. That means the company spent a smaller share of its insurance premiums on medical care, leaving more room for profit.

Management says the improvement came from more disciplined pricing, changes to insurance benefits, and better medical cost management. The company has also adjusted its product offerings rather than expanding into areas that may not generate attractive returns.

If UnitedHealth can better match its premiums to the actual cost of care, it should be in a better position to expand margins and grow earnings over time. But the insurance business isn't the only part of the company worth watching.

Optum is showing signs of a turnaround UnitedHealth's Optum division provides healthcare services and pharmacy benefits, giving the company more ways to participate in the healthcare industry. In the past, Optum Health faced challenges around costs and operations.

But the latest results showed a huge improvement. Optum Health's operating earnings reached $735 million, up from just $41 million in the same period last year.

The opportunity here is significant. If Optum can continue improving profitability, it could become an important contributor to UnitedHealth's broader earnings recovery.

With both businesses improving, the next question is what that means for the stock.

UNH UnitedHealth Group$417.00-$2.26 (-0.54%)

NYSE · As of 4:00 PM ET 10/21/26

Is UnitedHealth stock worth buying after its latest earnings? Wall Street analysts are bullish on the stock, with a consensus Strong Buy rating based on 26 analysts. Their target prices, meanwhile, are rather wide. Analysts expect UnitedHealth stock to trade between $380 and $529 per share over the next year, implying up to 32% upside. But with the stock trading at a price-to-earnings (P/E) ratio of about 23, the stock isn't exactly dirt cheap. Of course, investors today wouldn't be paying a premium either.

That said, UnitedHealth still has more work to do to make this recovery sustainable.

Membership has declined as the company cuts back on exposure to certain insurance plans and less profitable markets. Meanwhile, medical costs and stricter regulations could put pressure on future margins.

Those risks are real, but the company's efforts to improve margins are showing promising results. If UnitedHealth can sustain its earnings recovery, the stock could still have room to run.

The turnaround has strengthened the bull case for UnitedHealth. For patient investors, the comeback could be a reason to hold or add shares rather than sell, with further upside possible if earnings continue to recover.

Airbnb is taking steps to limit the chores that hosts can require of guests prior to checkout, addressing a long-standing grievance among customers who often pay cleaning fees and are told they must do a list of tasks themselves.

In a new policy update, Airbnb prohibits hosts from mandating that guests strip beds, wash and put away dishes, start laundry, or remove trash from the property. This new guideline will apply to reservations made on or after November 20.

This change comes in response to years of backlash regarding overly burdensome checkout instructions and hefty fines for not disposing of trash. Many guests have voiced their frustrations on social media, questioning why they should be responsible for cleaning tasks after already paying a cleaning fee.

However, some hosts aren’t pleased with the update. Within Airbnb’s community forums, some argue that basic cleaning responsibilities are essential for maintaining sanitary conditions and protecting their properties. They point out that hosts must manage the costs and practical demands of preparing their properties for the next guests.

One host expressed concern that the new policy leans towards a hotel-like model, which detracts from the unique appeal of Airbnb.

“Guests are given complete freedom to be lazy while the hosts bear the risk,” the host wrote. “The major distinction between commercial hotels and my private home is the personal touch. Guests can certainly be expected to wash their dishes or put them in the dishwasher and remove their dirty linens. In exchange, they enjoy a personal connection and a unique environment that a hotel simply can’t provide. Plus, every potential guest has the opportunity to read the listing beforehand and decide what they prefer. If these restrictions are removed, it could lead me to withdraw my listing and bid farewell to Airbnb after twelve years.”

Airbnb has outlined some exceptions to the new policy, though. Hosts may still ask guests to conserve water during droughts or use bear-proof trash containers in areas where wildlife poses a risk.

The policy change highlights the challenge Airbnb faces in balancing the expectations of guests versus hosts, and is another step taken in addressing guests’ concerns. The company faced scrutiny in 2024 over price transparency from hosts tacking on cleaning fees after guests booked their listings. In 2023, the company said more than 260,000 hosts had reduced or eliminated their cleaning fees. In May 2025, Airbnb began displaying total prices — including fees but excluding taxes — by default in search results worldwide.

It will be interesting to see how many hosts decide the new restrictions make Airbnb less attractive as a platform. But the move could also draw in more travelers who want the convenience of a rental without feeling as though they are both paying for housecleaning while still expected to clean the home themselves.

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Lauren covers media, streaming, apps and platforms at TechCrunch.

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Ross Stores (ROST - Free Report) closed at $234.18 in the latest trading session, marking a -1.29% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.58%. Meanwhile, the Dow experienced a rise of 0.69%, and the technology-dominated Nasdaq saw an increase of 1.05%.

Shares of the discount retailer witnessed a gain of 2.03% over the previous month, trailing the performance of the Retail-Wholesale sector with its gain of 4.75%, and outperforming the S&P 500's gain of 0.97%.

Market participants will be closely following the financial results of Ross Stores in its upcoming release. It is anticipated that the company will report an EPS of $1.82, marking a 15.19% rise compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $6.2 billion, up 10.68% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of $8.77 per share and a revenue of $25.65 billion, demonstrating changes of +32.68% and +12.76%, respectively, from the preceding year.

Investors should also take note of any recent adjustments to analyst estimates for Ross Stores. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Ross Stores currently has a Zacks Rank of #2 (Buy).

Digging into valuation, Ross Stores currently has a Forward P/E ratio of 27.05. This expresses a premium compared to the average Forward P/E of 21.73 of its industry.

It is also worth noting that ROST currently has a PEG ratio of 1.85. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Retail - Discount Stores industry had an average PEG ratio of 1.85.

The Retail - Discount Stores industry is part of the Retail-Wholesale sector. At present, this industry carries a Zacks Industry Rank of 18, placing it within the top 8% of over 250 industries.

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

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.