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Micron (MU - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this chipmaker have returned -28.6% over the past month versus the Zacks S&P 500 composite's -0.6% change. The Zacks Computer - Integrated Systems industry, to which Micron belongs, has lost 17.1% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Micron is expected to post earnings of $31.39 per share, indicating a change of +936% from the year-ago quarter. The Zacks Consensus Estimate has changed +26.3% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $73.85 points to a change of +790.8% from the prior year. Over the last 30 days, this estimate has changed +20.9%.

For the next fiscal year, the consensus earnings estimate of $157.83 indicates a change of +113.7% from what Micron is expected to report a year ago. Over the past month, the estimate has changed +34.8%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Micron is rated Zacks Rank #1 (Strong Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Micron, the consensus sales estimate for the current quarter of $50.76 billion indicates a year-over-year change of +348.6%. For the current and next fiscal years, $129.61 billion and $248.08 billion estimates indicate +246.7% and +91.4% changes, respectively.

Last Reported Results and Surprise HistoryMicron reported revenues of $41.46 billion in the last reported quarter, representing a year-over-year change of +345.7%. EPS of $25.11 for the same period compares with $1.91 a year ago.

Compared to the Zacks Consensus Estimate of $36.72 billion, the reported revenues represent a surprise of +12.91%. The EPS surprise was +17.39%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Micron is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Micron. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

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SummaryTSMC and ASML confirmed AI memory demand remains exceptionally strong, while fully booked EUV capacity limits industry supply growth through 2028.Japan and the U.S. committed billions toward Micron Technology, Inc.'s manufacturing expansion, strengthening long-term capacity, supply-chain resilience, and geopolitical positioning.General Motors and Ford signed long-term supply agreements, diversifying Micron beyond hyperscalers with stable automotive AI memory demand.Micron trades at only 11.6x forward earnings despite consensus forecasting EPS growth from $73.39 to $150.91 in FY2027.The main risks are HBM4 technology execution and antitrust litigation, while investor sentiment has become increasingly polarized after the recent selloff. petrovv/iStock via Getty Images

Investment Thesis Despite the correction in Micron Technology, Inc.'s (MU) stock price, TSMC (TSM) and ASML Holding (ASML) have reiterated that HBM demand remains exceptionally strong, whereas EUV shortages turn into

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Intuitive Surgical (ISRG +1.08%), maker of the da Vinci robotic-assisted surgical systems, recently posted a strong quarter. But despite consistently solid numbers, the stock itself has been in a tailspin this year. As of Monday's close, it was down 38% thus far in 2026, and it's not just trading at a new 52-week low, but it's at a multi-year low as well; the last time it was at these levels was back in early 2024.

What's behind the stock's struggles this year, and could this be a glorious opportunity for long-term investors to buy the stock at a discount?

Image source: Getty Images.

Intuitive Surgical's growth has been looking much better of late Last week, Intuitive Surgical posted its second-quarter numbers, which yet again featured double-digit growth. Revenue of $2.9 billion for the period ending June 30 rose by 19% year over year. Over the past year, its growth rate has been comfortably above 15%. With hospitals resuming normal procedures and demand being higher, it's looking more like a top growth stock again.

ISRG Revenue (Quarterly YoY Growth) data by YCharts

The number of da Vinci procedures rose by 15%, and the install base for the surgical system also rose by 12%, totaling 11,710 as of the end of the period. It's an excellent sign that the business is growing well and with a higher install base, winning over new customers as well, setting itself up for even more growth ahead.

However, despite the solid numbers, the stock has been struggling this year. The company's Chief Financial Officer, Jamie Samath, noted that the expiration of the Affordable Care Act's enhanced premiums had a "modest adverse impact" on procedures during the quarter, which may help explain some of the market's apprehension. There's also been a decline in bariatric cases due to the rising popularity of GLP-1 weight loss drugs.

While the business has been doing well, these headwinds are preventing Intuitive from doing even better.

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Intuitive Surgical stock is currently trading at 33 times its estimated future earnings (based on analyst estimates), which is considerably lower than its past levels, as it wasn't uncommon for the multiple to be as high as around 70. Its elevated valuation may have also been a key reason for the stock's decline this year.

However, now with a lighter valuation, Intuitive's stock may be a great buy. The company has been posting strong numbers, and with plenty of growth opportunities still out there related to robotic-assisted surgery, this can be an excellent investment to buy and hold for the long haul.

David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intuitive Surgical. The Motley Fool recommends the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool has a disclosure policy.

AMC Entertainment Holdings, Inc. (NYSE:AMC) on Monday reported better-than-expected second-quarter results.

Adjusted EPS of 14 cents surpassed the analyst expectations for a loss of six cents per share. The largest cinema chain operator’s revenue rose 14.2% year over year (Y/Y) to $1.60 billion, exceeding estimates of $1.47 billion.

AMC plans to expand its premium large format (PLF) and extra-large format (XLF) footprint by adding 100–250 auditoriums over the next 2–4 years, primarily funded through third-party capital.

AMC shares fell 6.9% to trade at $2.28 on Tuesday.

These analysts made changes to their price targets on AMC following earnings announcement.

Wedbush analyst Alicia Reese maintained AMC with an Outperform rating and raised the price target from $3 to $4. Benchmark analyst Mike Hickey maintained the stock with a Buy and raised the price target from $2.5 to $3. Considering buying AMC stock? Here’s what analysts think:

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Amgen reached a $74 million settlement of a lawsuit accusing the biotechnology company of ​waiting too long to disclose that it might owe ‌the Internal Revenue Service $10.7 billion for underreporting six years of taxes.

LOS ANGELES, July 21, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Zillow Group, Inc., (“Zillow” or the "Company") (NASDAQ: Z) investors of a class action on behalf of investors that bought securities between February 11, 2025 and March 7, 2026, inclusive (the “Class Period”). Zillow investors have until August 10, 2026 to file a lead plaintiff motion.

Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/zillow-group-inc. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.

According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.

Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar
[email protected]
310-692-8883
www.portnoylaw.com 

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Key Takeaways MercadoLibre issued 2.7 million cards in Q1 2026, lifting its card portfolio 104% to $6.6 billion.The card boosts marketplace conversion, GMV per user and transaction frequency through cross-selling.Its 15-90-day NPL ratio fell 80 basis points as expansion advanced in Mexico and Argentina. MercadoLibre, Inc. (MELI - Free Report) continues to deepen its ecosystem integration through its credit card business, which is emerging as a central driver of user engagement. During the first quarter of 2026, the company issued 2.7 million credit cards, expanding its credit card portfolio by 104% year over year to $6.6 billion. This growth brought credit card balances to 46% of the total credit portfolio, up from 42% in the prior-year period. Total payment volume for credit cards surged 90% year over year, while monthly active users increased 68%.

The credit card plays a strategic role in converting marketplace-only buyers into active fintech participants. Management emphasizes that this product strengthens the cross-sell flywheel by lifting marketplace conversion rates, boosting gross merchandise volume per user and increasing overall transaction frequency across the platform. Rich proprietary data from marketplace interactions allows the firm to enhance underwriting precision continuously. As a result, credit asset quality improved as the card’s 15-90-day non-performing loan ratio declined by 80 basis points year over year.

In Brazil, older cardholder cohorts are maturing steadily, helping offset the initial margin dilution associated with rapid card expansion. Based on predictable payback periods and solid credit performance, MercadoLibre is expanding credit card issuance in Mexico and scaling early-stage efforts in Argentina. By combining high consumer engagement with refined risk models, the credit card operation proves that fintech expansion directly reinforces core marketplace performance.

What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 15% over the past six months compared with the industry’s 2.5% decline. While Amazon shares have jumped 6.6%, Sea Limited has fallen 14% in the aforementioned period.
 

Image Source: Zacks Investment Research

From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio stands at 35.89, higher than the industry’s ratio of 21.92. The stock is also trading above its 12-month median level of 34.46.

MercadoLibre is trading at a premium to Amazon (with a forward 12-month P/E ratio of 26.08) and Sea Limited (21.16).

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.

Image Source: Zacks Investment Research

MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN).

Shareholders who purchased shares of REGN during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.

CONTACT US HERE:

https://securitiesclasslaw.com/securities/regeneron-pharmaceuticals-inc-loss-submission-form-2/?id=194990&from=4

CLASS PERIOD: August 1, 2025 to May 15, 2026

ALLEGATIONS: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Regeneron's Phase III Fianlimab-Libtayo Study; notably, that its preliminary statistical assumptions were fundamentally flawed, that the active treatment arm was failing to achieve meaningful clinical differentiation over standard therapies, and that the trial would ultimately fail to reach statistical significance on its primary endpoint even without overperformance of the control arm.  On April 29, 2026, during Regeneron's first quarter earnings call, defendants disclosed the Phase III Fianlimab-Libtayo Study had been altered, expanding the number of patients in the study eligible for "analysis of progression-free survival." Following this news, the price of Regeneron's common stock declined dramatically. From a closing market price of $731.77 per share on April 28, 2026, Regeneron's stock price fell to $686.36 per share on April 29, 2026, a decline of about 6.2% in the span of just a single day.  On May 15, 2026, Regeneron issued a press release announcing that the "Phase 3 Trial of Fianlimab . . . did not reach statistical significance for the primary endpoint of improvement in progression-free survival (PFS)." Following this news, the price of Regeneron's common stock declined even further. From a closing market price of $698.25 per share on May 15, 2026, Regeneron's stock price fell to $629.68 per share on May 18, 2026, a decline of about 9.8% in the span of one day.

DEADLINE: September 14, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/regeneron-pharmaceuticals-inc-loss-submission-form-2/?id=194990&from=4

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of REGN during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is September 14, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903

SOURCE The Gross Law Firm

TSMC (TSM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this chip company have returned -14% over the past month versus the Zacks S&P 500 composite's -0.6% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has lost 12.9% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, TSMC is expected to post earnings of $4.42 per share, indicating a change of +51.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +9.7% over the last 30 days.

The consensus earnings estimate of $16.05 for the current fiscal year indicates a year-over-year change of +50.7%. This estimate has changed +5% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $20.42 indicates a change of +27.2% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed +7.1%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for TSMC.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of TSMC, the consensus sales estimate of $45.22 billion for the current quarter points to a year-over-year change of +36.6%. The $163.72 billion and $210.94 billion estimates for the current and next fiscal years indicate changes of +33.7% and +28.8%, respectively.

Last Reported Results and Surprise HistoryTSMC reported revenues of $40.2 billion in the last reported quarter, representing a year-over-year change of +33.7%. EPS of $4.31 for the same period compares with $2.47 a year ago.

Compared to the Zacks Consensus Estimate of $39.63 billion, the reported revenues represent a surprise of +1.44%. The EPS surprise was +11.37%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

TSMC is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TSMC. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

Abbott (ABT - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this maker of infant formula, medical devices and drugs have returned +15.8% over the past month versus the Zacks S&P 500 composite's -0.6% change. The Zacks Medical - Products industry, to which Abbott belongs, has gained 4.4% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Abbott is expected to post earnings of $1.42 per share for the current quarter, representing a year-over-year change of +9.2%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.3%.

The consensus earnings estimate of $5.51 for the current fiscal year indicates a year-over-year change of +7%. This estimate has changed +0.6% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $6.06 indicates a change of +10% from what Abbott is expected to report a year ago. Over the past month, the estimate has remained unchanged.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Abbott.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Abbott, the consensus sales estimate of $12.98 billion for the current quarter points to a year-over-year change of +14.1%. The $50.28 billion and $54.6 billion estimates for the current and next fiscal years indicate changes of +13.4% and +8.6%, respectively.

Last Reported Results and Surprise HistoryAbbott reported revenues of $12.59 billion in the last reported quarter, representing a year-over-year change of +13%. EPS of $1.31 for the same period compares with $1.26 a year ago.

Compared to the Zacks Consensus Estimate of $12.48 billion, the reported revenues represent a surprise of +0.91%. The EPS surprise was +2.34%.

Over the last four quarters, Abbott surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Abbott is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Abbott. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

CNBC's Jim Cramer delivers his daily Mad Dash.

The Often-Missed Corner of Healthcare That Wall Street Is LovingDanaher NYSE: DHR reported better-than-expected second-quarter 2026 results, with management citing accelerating core revenue growth, stronger life sciences demand and benefits from productivity initiatives, while also addressing investor concerns over delayed bioprocessing shipments.

President and Chief Executive Officer Rainer M. Blair said the company delivered “better-than-expected revenue, earnings, and cash flow” in the quarter. He said core growth improved from the first quarter, supported by commercial execution, recent product launches and recovering end markets.

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An AI Play Hiding in Plain Sight: A Look at Johnson ControlsDanaher reported second-quarter sales of $6.3 billion. Core revenue increased 3% year over year, while core growth excluding respiratory testing revenue rose 4.5%, representing a 150-basis-point acceleration from the first quarter. Adjusted diluted net earnings per common share were $1.94, up about 8% year over year. The company generated $1.3 billion in free cash flow during the quarter and $2.4 billion in the first half, with year-to-date free cash flow to net income conversion of 124%.

Blair said demand from large pharma and biopharma customers remained healthy, biotech funding improved, academic and government markets largely stabilized, and clinical and applied markets continued to be sources of strength. Core revenue in high-growth markets increased more than 10%, including mid-single-digit growth in China.

Life Sciences Posts Strongest Quarter in Several Years 3 Stocks Offering Strong Value and StabilityDanaher’s Life Sciences segment was a standout in the quarter, with core revenue increasing 5.5%. Blair said the segment delivered its strongest quarter in several years, helped by improving customer demand and product innovation.

Pall’s applied filtration business grew approximately 10%, led by strength in microelectronics. Chief Financial Officer Matt Gugino said microelectronics grew faster than the overall Pall business, while energy and aerospace also contributed. Blair said Pall’s filtration solutions are mission-critical across the semiconductor manufacturing workflow and noted the company is starting up a new plant in Singapore.

Danaher’s life sciences instrument businesses grew mid-single digits, with solid growth at Beckman Life Sciences, Leica Microsystems and SCIEX. Blair highlighted Beckman Life Sciences’ growth in automation, saying the business is positioned to benefit as customers invest in autonomous labs and AI-enabled drug discovery.

Life sciences consumables collectively grew low single digits. Integrated DNA Technologies rose on demand for minimal residual disease testing solutions, while Abcam delivered its best quarter since Danaher acquired it. Blair said Abcam benefited from improved academic market stability, stronger commercial execution and progress expanding into biopharma and diagnostics end markets.

Bioprocessing Growth Slowed by Customer Timing The Biotechnology segment reported core revenue growth of 2.5%. Within the segment, discovery and medical grew mid-single digits, while bioprocessing grew low single digits across both consumables and equipment.

Bioprocessing was a major focus of the question-and-answer portion of the call after Danaher lowered its outlook for the business. Blair said several large chromatography resin shipments planned primarily for the second and third quarters were delayed at customer request due to production schedule changes and site readiness issues. He said the affected shipments were tied primarily to commercial programs where Danaher is “specced into” production.

Gugino said the second-quarter impact was about 500 basis points to bioprocessing growth, or roughly $50 million to $60 million. For the full year, he said a little more than $100 million shifted out of 2026 and into next year, representing a couple hundred basis points of growth impact. Danaher is not assuming those shipments return in the fourth quarter, although Gugino said there is some chance they could.

Management emphasized that underlying demand remained strong. Blair said consumables and equipment orders both grew mid-teens in the quarter, and he characterized the delays as concentrated among a few large commercial customers rather than a broad-based change in demand. He also said inventory levels across the market are “quite a bit lower” than in prior years, reflecting shorter lead times and continued robust demand for biologic therapies.

Blair said Danaher continues to believe Cytiva’s bioprocessing franchise has a high-single-digit long-term growth outlook. He also said the company is in the early stages of a multiyear capital expenditure cycle tied to biologics demand and reshoring activity.

Diagnostics Growth Led by Non-Respiratory Revenue The Diagnostics segment reported 2% core revenue growth. Excluding respiratory testing revenue, core growth was 5%.

Clinical diagnostics businesses grew mid-single digits, including high-single-digit growth outside China. Leica Biosystems and Radiometer collectively grew high single digits, supported by instruments and consumables. Beckman Coulter Diagnostics grew mid-single digits globally, with another quarter of immunoassay revenue and installed base growth.

Blair said declines in China at Beckman Coulter began to moderate as pricing stabilized and volumes improved. Gugino later said China policy headwinds are starting to lessen, contributing to expected improvement in the back half of the year.

In molecular diagnostics, Cepheid’s non-respiratory core revenue increased low double digits, led by hospital-acquired infection and sexual health assays. Blair said growth was supported by menu expansion, including the Multiplex GI panel, and account wins with large hospital networks. Respiratory revenue was in line with expectations but down year over year due to lower seasonal infection rates.

Masimo Closed Early, StatLab Deal Pending Danaher closed its acquisition of Masimo in early June, earlier than initially expected. Blair said the business is expected to be immediately accretive strategically and to adjusted earnings per share. He said Masimo delivered high-single-digit revenue growth in the first half and had already received FDA 510(k) clearance for an AI-enabled opioid-induced respiratory depression detection solution.

Gugino said the earlier Masimo closing contributed about $0.07 to $0.08 to the updated earnings outlook. He said Masimo’s core growth was high single digits and “even a little bit better than we expected.”

Danaher also announced that Leica Biosystems plans to acquire StatLab, a manufacturer of consumables used in anatomical pathology workflows. Blair said StatLab generated about $250 million in 2025 revenue, with more than 85% recurring revenue. Danaher expects the business to grow high single digits over the long term and be accretive to adjusted EPS in the first full year of ownership. The transaction is expected to close by the end of 2026, subject to customary conditions and regulatory approvals.

During the quarter, Danaher also repurchased 5 million shares of common stock for about $900 million.

Guidance Raised for 2026 Danaher raised its full-year adjusted diluted EPS guidance to a range of $8.45 to $8.60, up from its previous outlook of $8.35 to $8.55. The company continues to expect full-year 2026 core revenue growth of 3% to 4%.

For the third quarter, Danaher expects revenue growth of approximately 2% to 3%, including a roughly 250-basis-point headwind from respiratory testing. Excluding respiratory, the company expects core growth of about 5% in the third quarter. Management said it expects to exit the fourth quarter at a mid-single-digit core revenue growth rate as respiratory headwinds fade.

Gugino said the updated full-year outlook reflects stronger anticipated life sciences growth, offset by a more conservative bioprocessing outlook due to the customer-driven timing shifts. He said the midpoint of the new EPS range implies nearly 10% EPS growth for the year.

About Danaher (NYSE:DHR)Danaher Corporation NYSE: DHR is a global science and technology company that designs, manufactures and markets products and services for the life sciences, diagnostics, and environmental and applied markets. The company organizes its operations into business segments focused on Life Sciences, Diagnostics, and Environmental & Applied Solutions, supplying instruments, reagents, software and related services that support research, clinical testing, biopharmaceutical development, and industrial and environmental monitoring.

Products and services in Danaher's portfolio include analytical and diagnostic instruments, laboratory consumables and reagents, digital and software solutions for workflow and data management, field and industrial monitoring equipment, and service and maintenance programs.

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 Danaher Right Now?Before you consider Danaher, you'll want to hear this.

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Danaher Corporation (DHR) Q2 2026 Earnings Call July 21, 2026 8:00 AM EDT

Company Participants

Rachel Vatnsdal Olson - Vice President of Investor Relations
Rainer Blair - President, CEO & Director
Matthew Gugino - Executive VP & CFO

Conference Call Participants

Michael Ryskin - BofA Securities, Research Division
Tycho Peterson - Jefferies LLC, Research Division
Dan Leonard - RBC Capital Markets, Research Division
Scott Davis - Melius Research LLC
Jack Meehan
Vijay Kumar - Evercore ISI Institutional Equities, Research Division
Daniel Brennan - TD Cowen, Research Division
Casey Woodring - JPMorgan Chase & Co, Research Division
Patrick Donnelly - Citigroup Inc., Research Division

Presentation

Operator

My name is Chelsea, and I will be your conference facilitator this morning. At this time, I would like to welcome everyone to the Danaher Corporation's Second Quarter 2026 Earnings Results Conference Call. [Operator Instructions]

I will now turn the call over to Ms. Rachel Vatnsdal, Vice President of Investor Relations. Ms. Vatnsdal, you may begin your conference.

Rachel Vatnsdal Olson
Vice President of Investor Relations

Good morning, everyone, and thanks for joining us on the call. With us today are Rainer Blair, our President and Chief Executive Officer; and Matt Gugino, our Executive Vice President and Chief Financial Officer. I'd like to point out that our earnings release, quarterly report on Form 10-Q, the slide presentation supplementing today's call, the reconciliations and other information required by SEC Regulation G relating to any non-GAAP financial measures provided during the call and a note containing details of historical and anticipated future financial performance are all available on the Investors section of our website, www.danaher.com, under the heading Quarterly Earnings.

The audio portion of this call will be archived on the Investors section of our website later today under the heading Events and Presentations and will remain archived until our next quarterly call. A dial-in replay

RTX heads into Q2 earnings with forecasts for revenue and EPS growth, backed by aerospace demand, defense momentum and a strong backlog.

Morgan Stanley (MS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this investment bank have returned -7.1% over the past month versus the Zacks S&P 500 composite's -0.6% change. The Zacks Financial - Investment Bank industry, to which Morgan Stanley belongs, has gained 1.4% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Morgan Stanley is expected to post earnings of $3.00 per share, indicating a change of +7.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +6.4% over the last 30 days.

The consensus earnings estimate of $12.68 for the current fiscal year indicates a year-over-year change of +24.2%. This estimate has changed +6.6% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $12.93 indicates a change of +1.9% from what Morgan Stanley is expected to report a year ago. Over the past month, the estimate has changed +3.4%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Morgan Stanley.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Morgan Stanley, the consensus sales estimate of $19.7 billion for the current quarter points to a year-over-year change of +8.1%. The $80.85 billion and $83.67 billion estimates for the current and next fiscal years indicate changes of +14.4% and +3.5%, respectively.

Last Reported Results and Surprise HistoryMorgan Stanley reported revenues of $21.35 billion in the last reported quarter, representing a year-over-year change of +27.1%. EPS of $3.46 for the same period compares with $2.13 a year ago.

Compared to the Zacks Consensus Estimate of $19.6 billion, the reported revenues represent a surprise of +8.9%. The EPS surprise was +19.72%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Morgan Stanley is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Morgan Stanley. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Intuit Inc. (NASDAQ: INTU).

Shareholders who purchased shares of INTU during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.

CONTACT US HERE:

https://securitiesclasslaw.com/securities/intuit-inc-loss-submission-form/?id=194988&from=4

CLASS PERIOD: August 22, 2025 to May 20, 2026

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (i) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (iii) accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (iv) as a result, defendants' public statements were materially false and misleading at all relevant times.

DEADLINE: September 8, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/intuit-inc-loss-submission-form/?id=194988&from=4

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of INTU during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is September 8, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903

SOURCE The Gross Law Firm

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Intuit (INTU - Free Report) Headquartered in Mountain View, CA, Intuit Inc. is a business and financial software company that develops and sells financial, accounting and tax preparation software and related services for small businesses, consumers and accounting professionals globally. The company has offices in the United States, Canada, India and the U.K.

INTU is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. INTU has a Growth Style Score of A, forecasting year-over-year earnings growth of 18.4% for the current fiscal year.

For fiscal 2026, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.30 to $23.86 per share. INTU boasts an average earnings surprise of +6.9%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, INTU should be on investors' short list.

, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Intuit Inc. ("Intuit" or the "Company") (NASDAQ:INTU) have opportunity to lead the securities fraud class action lawsuit.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN INTUIT INC. (INTU), CLICK HERE BEFORE SEPTEMBER 8, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

 
What Is The Lawsuit About?
The complaint filed alleges that, between August 22, 2025 and May 20, 2026, Defendants failed to disclose to investors that: (1) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
 

Contact Us To Participate or Learn More:

If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz, 
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.

If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

SOURCE The Law Offices of Frank R. Cruz, Los Angeles

From Avago’s IPO to an AI Superpower When Broadcom (NASDAQ:AVGO | AVGO Price Prediction) reports numbers, the story is really about Hock Tan. He took the top job at Avago Technologies in March 2006, three years before the company went public on August 6, 2009. Public investors could not buy in until that IPO, so that is where our clock starts.

Tan’s playbook has been ruthless capital allocation and serial acquisition. Avago swallowed LSI, then bought Broadcom in 2016 and took its name, then absorbed CA Technologies, Symantec’s enterprise unit, and finally VMware in 2023. That last deal reshaped the company into a semiconductor-plus-infrastructure-software hybrid just as the AI capex cycle detonated.

The AI franchise is now the engine. Q2 FY2026 revenue hit $22.19 billion, up 47.9% year over year, with AI semiconductor revenue of $10.8 billion, up 143% year over year. Tan told investors on the call that “2027 will exceed, very easily, $100 billion” in AI revenue.

A $10,000 Stake Turned Into a Different Life Here is how a $10,000 investment would have performed through July 20, 2026, using split- and dividend-adjusted prices.

Broadcom S&P 500 1-Year Return $13,444 (34.44%) $11,825 (18.25%) 5-Year Return $86,718 (767.18%) $17,077 (70.77%) 10-Year Return $304,714 (2,947.14%) $34,160 (241.60%) Since IPO $3,283,433 (32,734.33%) $74,291 (642.91%) Broadcom crushed the S&P 500 across every horizon, and the IPO-to-today number puts Tan’s tenure among the great value creation runs of the era. Holders did have to sit through brutal drawdowns, including the 2022 semi correction and a recent slide from a 52-week high of $495.00 to $378.16. Timing mattered less than staying put.

Leadership Grade and Succession Tan’s execution as Broadcom chief executive is widely regarded by Wall Street as one of the most successful operational run-ups in semiconductor history. During his tenure, the company evolved from a modest $5 billion enterprise into a $1.5 trillion global infrastructure powerhouse. For that, Tan earns an A. The primary caveat lies in customer and employee satisfaction during his tenure.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.

Because Tan is in his mid-70s and has a unique, hands-on operational style, CEO succession is one of the top long-term focus areas for Broadcom’s board of directors. Tan has a multi-year performance stock unit package designed to retain his leadership through fiscal 2030. Leading internal candidates to take up the reins include Charlie Kawwas, president of the Semiconductor Solutions Group, and CFO Kirsten Spears.

Looking Forward The case for investing in Broadcom today rests on whether investors believe Tan’s $100 billion-plus AI revenue target for 2027 is directionally right and hyperscaler capex holds. Bookings support it: Q2 alone brought in over $30 billion of AI orders, and hyperscalers including Google, Meta, OpenAI, and Anthropic are locked into multi-gigawatt commitments. Plus, analysts are bullish and have a price target that suggests 38.7% upside.

The risk is that custom silicon demand is being pulled forward and a digestion phase hits in 2027. At 61 trailing P/E and 20x forward, the stock is not cheap, and customer concentration among a handful of hyperscalers is a real single-point-of-failure risk.

The setup is expensive, but the earnings power is scaling faster than the multiple.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Right now, the twin forces of the artificial intelligence (AI) build-out and relentless demand for connectivity are lifting some of the strongest names in technology and telecom. Here are five compelling stocks worth buying more of, starting with the one everyone is watching.

Image source: Getty Images.

Broadcom (AVGO +2.22%) has quietly become one of the most important companies in AI. It designs the custom chips that giants, including Alphabet (GOOG 0.72%) (GOOGL 0.77%) and Meta Platforms, use to run their own AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. On top of that, its infrastructure software business, anchored by VMware, throws off steady, high-margin revenue that cushions the more cyclical chip side. With a massive AI order backlog and a clear path toward much larger AI sales, Broadcom pairs explosive growth with a diversified base most chipmakers lack.

Today's Change

(

2.22

%) $

8.39

Current Price

$

386.55

2. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing (TSM +4.69%) is the company that builds the world's most advanced chips, including those designed by Broadcom and Nvidia. Its management recently called AI demand "extremely robust" and raised its growth outlook, while pouring another $100 billion into its Arizona campus and ramping its cutting-edge 2-nanometer technology. Because nearly every leading chip company depends on its factories, Taiwan Semiconductor sits at an irreplaceable chokepoint in the AI economy. That is about as wide a moat as you will find.

Today's Change

(

4.69

%) $

18.88

Current Price

$

421.18

3. Alphabet Alphabet combines the cash machine of Google Search with a fast-growing cloud business and its own leading AI models. The company is investing enormous sums, including a plan to raise tens of billions to fund its AI infrastructure, and it is weaving AI across its products rather than being disrupted by it. Notably, Berkshire Hathaway built a large stake in Alphabet, a vote of confidence from the most famous value investor's company that this is a wonderful business at a fair price.

Today's Change

(

-0.77

%) $

-2.70

Current Price

$

349.29

4. T-Mobile T-Mobile (TMUS 2.23%) is the growth story in telecom. It keeps stealing customers from rivals, and its real momentum now is in home internet, where it added more than 500,000 broadband connections in a single recent quarter. It's also expanding into fiber through new joint ventures, giving it a second broadband engine, and it raised its multiyear growth targets on the strength of its network lead. For a telecom, that's an unusually dynamic growth profile.

5. Verizon Verizon Communications (VZ 0.44%) offers the steadier, income-focused counterpart. It just closed its acquisition of Frontier, which dramatically expanded its fiber footprint to more than 30 million homes and businesses, and it's leaning into bundling fiber with wireless to defend its customer base. The appeal here is different from the others: a hefty dividend and a defensive business, which makes Verizon a nice ballast alongside the higher-octane AI names on this list.

Adding to winners is not risk-free. The AI-linked names, especially Broadcom, Taiwan Semiconductor, and Alphabet, trade at elevated valuations and are exposed to the ups and downs of the semiconductor cycle, so a slowdown in AI spending would sting. Taiwan Semiconductor also carries geopolitical risk given its home base. On the telecom side, Verizon carries significant debt, and both carriers operate in a fiercely competitive, capital-hungry industry. Buying more works best when you already believe in the long-term story.

I think each ticker is executing well enough to justify adding to a position, provided you match the picks to your goals: tech names for growth, telecoms for a blend of growth and income. As always, buy gradually and let the businesses, not the headlines, prove the thesis.

Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Berkshire Hathaway, Broadcom, Meta Platforms, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends T-Mobile US and Verizon Communications. The Motley Fool has a disclosure policy.

Key Takeaways Schwab's adjusted Q2 earnings rose 42% to $1.62 per share, beating the $1.53 estimate.Record revenues climbed 21% to $7.07 billion on higher NIR, trading and asset management fees.Client assets hit $13.08 trillion, while expenses rose 12% and shares fell more than 3%. Charles Schwab’s (SCHW - Free Report)  second-quarter 2026 adjusted earnings of $1.62 per share outpaced the Zacks Consensus Estimate of $1.53. The bottom line soared 42% year over year.

Shares of the company lost more than 1.5% in pre-market trading despite posting better-than-expected results on the solid market volatility, rising client engagement and record asset growth.

Quarterly results benefited from the robust performance of the asset management business and record trading revenues. Higher net interest revenues (NIR) and solid brokerage account numbers were other positives. However, an increase in expenses was the undermining factor.

Results excluded transaction-related costs. After considering these, net income (GAAP basis) was $2.8 billion or $1.54 per share, up from $2.13 billion or $1.08 per share in the year-ago quarter.

SCHW’s Revenues at Record Level, Expenses RiseQuarterly net revenues were a record $7.07 billion, jumping 21% year over year. The increase was driven by higher NIR (up 19%), trading revenue (28%), bank deposit account fees (35%) and asset management and administration fees (16%). The top line easily surpassed the Zacks Consensus Estimate of $6.89 billion.

Total non-interest expenses (GAAP basis) increased 12% to $3.4 billion. Excluding non-recurring items, adjusted total expenses were $3.23 billion, up 11% year over year.

The pre-tax profit margin (adjusted) increased to 54.3% from 50.1% in the prior-year quarter.

At the end of the second quarter, Schwab’s average interest-earning assets rose 5% to $445 billion.

As of June 30, 2026, the annualized return on equity was 25%, up from 19% in the prior-year quarter.

Schwab’s Other Business MetricsAs of June 30, 2026, Schwab’s total client assets reached a record $13.08 trillion (up 22% year over year). During the reported quarter, net new assets brought by new and existing clients were $118.7 billion.

Schwab added 1.4 million new brokerage accounts during the quarter. As of June 30, 2026, the company had 39.8 million active brokerage accounts, 2.4 million banking accounts and 5.9 million corporate retirement plan participants.

Schwab’s Share Repurchase UpdateDuring the reported quarter, Schwab repurchased 11.2 million shares for $1 billion.

Our Take on SchwabA steady decline in funding costs and relatively lower rates will support Schwab’s margins. Strategic acquisitions, a rise in advice solution fees and sustainable capital distributions are other major positives. Rising expenses and near-term macroeconomic turmoil are headwinds.
 

Currently, Schwab carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Earnings Dates & Expectations of Schwab's PeersHere are some of Schwab’s peers that are yet to come out with quarterly numbers.

Robinhood (HOOD - Free Report) is slated to announce second-quarter 2026 numbers on July 29.

In the past week, the Zacks Consensus Estimate for Robinhood’s quarterly earnings has moved 2.5% lower to 39 cents. This implies a 7.1% decrease from the prior-year reported number.

LPL Financial (LPLA - Free Report) is scheduled to announce quarterly numbers on July 30.

In the past seven days, the Zacks Consensus Estimate for LPL Financial’s quarterly earnings has remained unchanged at $5.39. This indicates a 19.5% jump from the prior-year reported number.

The Charles Schwab Corporation (SCHW) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT

Company Participants

Jeff Edwards - MD & Head of Investor Relations
Richard Wurster - CEO, President & Director
Michael Verdeschi - MD & Chief Financial Officer

Conference Call Participants

Daniel Fannon - Jefferies LLC, Research Division
Patrick Moley - Piper Sandler & Co., Research Division
Devin Ryan - Citizens JMP Securities, LLC, Research Division
William Katz - TD Cowen, Research Division
Alexander Blostein - Goldman Sachs Group, Inc., Research Division
Steven Chubak - Wolfe Research, LLC
Kenneth Worthington - JPMorgan Chase & Co, Research Division
Brian Bedell - Deutsche Bank AG, Research Division
Michael Cyprys - Morgan Stanley, Research Division
Benjamin Budish - Barclays Bank PLC, Research Division
Christopher Allen - Keefe, Bruyette, & Woods, Inc., Research Division
Michael Brown - UBS Investment Bank, Research Division

Presentation

Jeff Edwards
MD & Head of Investor Relations

Good morning, everyone, and welcome to Schwab's 2026 Summer Business Update. This is Jeff Edwards, and I'm joined this morning by our President and CEO, Rick Wurster as well as our CFO, Mike Verdeschi. Hopefully, you all had an opportunity to review our second quarter earnings release that crossed the wire earlier today. Similar to [ Waha ] on the pitch this past Sunday, I don't think it is a stretch to frame Schwab's strong results as trophy worthy. Slides for today's business update will be posted to the IR website at the conclusion of today's prepared remarks.

[Operator Instructions]

Lastly, [indiscernible] in every deck, the forward-looking statements page, reminding us all that outcomes may differ from expectations, so please stay up-to-date with our disclosures.

And with that, I'll turn it over to Rick.

Richard Wurster
CEO, President & Director

Thank you, Jeff, and good morning. Thank you for joining our summer business update. We'll spend our time this morning sharing details on our record performance. Diving

The market expects Illinois Tool Works (ITW - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis equipment manufacturer for the transportation, power, food and construction industries is expected to post quarterly earnings of $2.80 per share in its upcoming report, which represents a year-over-year change of +8.5%.

Revenues are expected to be $4.18 billion, up 3.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.38% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Illinois Tool Works?For Illinois Tool Works, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.31%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Illinois Tool Works will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Illinois Tool Works would post earnings of $2.55 per share when it actually produced earnings of $2.66, delivering a surprise of +4.31%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Illinois Tool Works appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

An Industry Player's Expected ResultsAnother stock from the Zacks Manufacturing - General Industrial industry, Illinois Tool Works (ITW - Free Report) , is soon expected to post earnings of $2.8 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +8.5%. Revenues for the quarter are expected to be $4.18 billion, up 3.2% from the year-ago quarter.

The consensus EPS estimate for Illinois Tool Works has been revised 0.4% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.31%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Illinois Tool Works will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

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Coinbase (NASDAQ:COIN | COIN Price Prediction) stock is surging 11% to $178, Strategy (NASDAQ:MSTR) (formerly Microstrategy) shares are up 5% to $103, and Hut 8 (NASDAQ:HUT) stock is gaining 5% to $106 as crypto-linked names catch a broad bid on Tuesday. Price gains in Bitcoin (CRYPTO:BTC) are undoubtedly providing a tailwind, with the world’s most famous cryptocurrency rising 4% over the past 24 hours to $66,808. Along with that, the iShares Bitcoin Trust ETF (NASDAQ:IBIT) is up 3% to $38.

These notable moves have a few different drivers, but the biggest one looks like a friendlier U.S. policy backdrop as the Clarity Act vote gets closer. At the same time, the latest price action shows that traders still want the names with the cleanest leverage to Bitcoin and the most visible company-specific catalysts.

Coinbase Gets the Biggest Lift Coinbase is the clearest beneficiary of the regulatory setup, since the stock tends to move hard when traders think Washington may give the crypto industry more room to grow. Traders are monitoring bullish social-media chatter, institutional accumulation, and a growing divide between breakout believers and skeptics who still worry about Coinbase’s long-term growth profile.

The bull case for Coinbase is straightforward: stronger crypto prices can lift trading activity, and clearer rules could support higher conviction around the platform’s business model. The bear case is just as familiar, since Coinbase stock still has to prove that improved sentiment can turn into durable revenue growth rather than just another sharp rally.

Strategy Stock Still Tracks Bitcoin Strategy shares are moving with Bitcoin, but Strategy also carries an added capital-markets story that keeps the stock in focus even when crypto is quiet. Recent reporting also points to Strategy selling company shares to boost its cash reserve, which reinforces that Strategy co-founder Michael Saylor’s firm is still leaning on equity and preferred issuance to support its broader Bitcoin strategy.

That can work in a strong crypto tape, and Strategy stock often behaves like a leveraged version of Bitcoin when traders are chasing upside. However, the same setup can cut the other way if Bitcoin stalls, because Strategy’s equity story depends on confidence that the company can keep funding its balance sheet while the crypto cycle stays favorable.

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Hut 8 Adds an AI Angle Hut 8 has another catalyst besides Bitcoin, and that’s helping HUT stock stand out in today’s rally. Recent reports indicated that Hut 8’s Beacon Point is now fully commercialized and carrying long-dated AI lease potential, which gives Hut 8 a more diversified growth narrative than a pure mining play.

That matters because Hut 8 is no longer just a directional Bitcoin trade. Hut 8 still has cryptocurrency exposure, but the market is also starting to price in infrastructure value tied to AI data center demand, which could keep interest elevated if the Beacon Point story continues to build.

What to Watch Now The next key test is whether the Clarity Act vote stays on track and whether Bitcoin can hold its gains in the coming days. Coinbase stock, Strategy stock, and Hut 8 stock could stay in the fast lane if crypto sentiment stays hot, but all three names can also reverse quickly if the policy tone softens or Bitcoin gives back today’s move.

For more direct exposure to moves in the Bitcoin price, the IBIT ETF gives investors a cleaner read on broad Bitcoin appetite. Meanwhile, Coinbase and Strategy shares offer more operating leverage and Hut 8 adds a second, AI-linked theme. The takeaway is simple: the crypto-theme setup looks constructive, but these are still volatile stocks, so modest position sizes could make sense while the catalysts play out.

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Contact [email protected] for any questions or corrections.

Skyworks Solutions (SWKS - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on July 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis chipmaker is expected to post quarterly earnings of $1.03 per share in its upcoming report, which represents a year-over-year change of -22.6%.

Revenues are expected to be $922.08 million, down 4.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.38% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Skyworks?For Skyworks, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.12%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Skyworks will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Skyworks would post earnings of $1.04 per share when it actually produced earnings of $1.15, delivering a surprise of +10.58%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Skyworks appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.