Facet Wealth Inc. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 6.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 151,666 shares of the iPhone maker’s stock after purchasing an additional 9,275 shares during the quarter. Apple comprises about 0.6% of Facet Wealth Inc.’s investment portfolio, making the stock its 16th largest position. Facet Wealth Inc.’s holdings in Apple were worth $43,886,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in shares of Apple by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 1,426,283,914 shares of the iPhone maker’s stock valued at $387,749,545,000 after acquiring an additional 26,856,752 shares during the period. State Street Corp grew its holdings in shares of Apple by 1.1% in the 4th quarter. State Street Corp now owns 604,056,505 shares of the iPhone maker’s stock worth $164,218,801,000 after acquiring an additional 6,555,392 shares during the period. Geode Capital Management LLC grew its holdings in shares of Apple by 0.5% in the 4th quarter. Geode Capital Management LLC now owns 358,032,517 shares of the iPhone maker’s stock worth $97,031,587,000 after acquiring an additional 1,866,103 shares during the period. Morgan Stanley increased its stake in Apple by 0.6% in the 4th quarter. Morgan Stanley now owns 230,483,035 shares of the iPhone maker’s stock valued at $62,659,118,000 after purchasing an additional 1,379,651 shares in the last quarter. Finally, Norges Bank purchased a new position in Apple in the 4th quarter valued at approximately $52,266,468,000. Hedge funds and other institutional investors own 67.73% of the company’s stock.
Analyst Upgrades and Downgrades AAPL has been the topic of a number of research analyst reports. Oppenheimer reiterated a “market perform” rating on shares of Apple in a research report on Friday, July 31st. KeyCorp restated an “underweight” rating and issued a $250.00 price target on shares of Apple in a research report on Tuesday, July 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of Apple in a research note on Friday, July 31st. DA Davidson reiterated a “neutral” rating and issued a $270.00 price objective on shares of Apple in a research report on Friday, July 31st. Finally, UBS Group reissued a “neutral” rating on shares of Apple in a research note on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, Apple has a consensus rating of “Moderate Buy” and a consensus price target of $330.53.
View Our Latest Analysis on Apple Apple Price Performance Shares of NASDAQ:AAPL opened at $319.70 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.93 and a current ratio of 1.00. The business’s fifty day moving average price is $312.24 and its two-hundred day moving average price is $288.43. The stock has a market cap of $4.67 trillion, a PE ratio of 36.66, a price-to-earnings-growth ratio of 2.74 and a beta of 1.09. Apple Inc. has a one year low of $225.95 and a one year high of $344.57.
Apple (NASDAQ:AAPL – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The iPhone maker reported $2.02 earnings per share for the quarter, topping analysts’ consensus estimates of $1.89 by $0.13. Apple had a return on equity of 135.46% and a net margin of 27.62%.The company had revenue of $109.42 billion during the quarter, compared to analysts’ expectations of $109.04 billion. During the same period in the previous year, the firm posted $1.57 earnings per share. The business’s revenue for the quarter was up 16.4% compared to the same quarter last year. On average, analysts forecast that Apple Inc. will post 8.76 EPS for the current fiscal year.
Apple Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Monday, August 10th were given a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, August 10th. Apple’s dividend payout ratio (DPR) is currently 12.39%.
Insider Activity In other Apple news, insider Ben Borders sold 116 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $295.14, for a total transaction of $34,236.24. Following the sale, the insider directly owned 38,713 shares of the company’s stock, valued at $11,425,754.82. This trade represents a 0.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Jennifer Newstead sold 1,439 shares of Apple stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $310.95, for a total transaction of $447,457.05. Following the sale, the senior vice president owned 37,229 shares of the company’s stock, valued at approximately $11,576,357.55. This trade represents a 3.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 4,433 shares of company stock valued at $1,367,024 in the last three months. 0.06% of the stock is currently owned by corporate insiders.
Key Apple News Here are the key news stories impacting Apple this week:
Positive Sentiment: Apple’s September 9 event will be the first major product launch under incoming CEO John Ternus. Expectations for the iPhone 18 lineup, camera improvements and a possible foldable iPhone are supporting sentiment. IDC reportedly expects more than 10 million foldable iPhone shipments in the first year, although that forecast remains speculative. Apple stock rises ahead of September event Positive Sentiment: Apple is raising U.S. prices for Apple TV and Apple One subscriptions, in some cases by up to 20%. The increases could lift services revenue and margins, though investors will monitor customer retention and potential subscription churn. Apple raises subscription prices Positive Sentiment: Walmart plans to add Apple Pay support across its U.S. stores and Sam’s Club locations by the end of 2026. Wider acceptance could increase Apple Pay usage and strengthen Apple’s payments ecosystem. Walmart to add Apple Pay support Positive Sentiment: Recent results provide fundamental support: Apple reported quarterly EPS of $2.02 versus a $1.89 consensus estimate, while revenue rose 16.4% year over year to $109.42 billion. Neutral Sentiment: The CEO transition creates both opportunity and execution risk. Ternus’s product-design background is viewed favorably, but he will face an immediate test with the iPhone launch shortly after taking over from Tim Cook. Apple’s first iPhone launch under John Ternus Negative Sentiment: Apple is eliminating roughly 147–200 jobs across Siri, machine-learning and Vision Pro teams while redirecting resources toward AI. The restructuring may improve focus, but it also highlights concerns about Siri’s delays and Apple’s position in generative AI. Apple layoffs in Siri and Vision Pro teams Negative Sentiment: High expectations and a premium valuation leave less room for disappointing foldable-iPhone demand, AI progress or margins. Rising memory-chip costs could also pressure profitability. Negative Sentiment: Apple SVP Jennifer Newstead sold 1,439 shares worth approximately $447,000. The sale is small relative to Apple’s size and may be routine, but it provides a modest negative sentiment signal. SEC Form 4 filing About Apple (Free Report)
Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.
Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.
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Od nástupu Tima Cooka do čela Apple v roce 2011 by investice 1 000 USD měla dnes hodnotu asi 28 418 USD. Akcie vzrostly z 11,25 USD po zohlednění splitů na 319,70 USD.
As Tim Cook prepares to step down as Apple’s chief executive officer on September 1, ending a 15-year tenure, investors who backed Apple (NASDAQ: AAPL) when he took over have been richly rewarded.
Since Cook assumed the CEO role on August 24, 2011, Apple shares have risen from a split-adjusted closing price of $11.25 to $319.70 as of the last trading session.
AAPL all-time stock price chart. Source: Finbold As a result, a $1,000 investment made on that day would now be worth approximately $28,418, representing a gain of more than 2,740%.
The return reflects Apple’s transformation under Cook from a company valued at roughly $350 billion into one with a market capitalization of about $4.67 trillion.
Apple’s explosive growth Apple’s growth was driven by a sharp increase in revenue, which expanded from $108 billion in fiscal 2011 to $416 billion in fiscal 2025. Trailing 12-month sales have also approached $467 billion.
The iPhone remains Apple’s largest revenue driver, generating more than $200 billion annually and accounting for roughly half of total sales. However, the services segment has become one of the company’s key growth engines.
Services revenue, which includes the App Store, iCloud, Apple Music, Apple TV+, and Apple Pay, now exceeds $100 billion annually. The segment carries higher margins than hardware products, helping lift Apple’s overall gross margin into the high-40% range.
Meanwhile, products such as the Apple Watch and AirPods have strengthened Apple’s ecosystem and helped grow its active device base to more than 2.5 billion.
Another major contributor to Apple’s investment growth has been its aggressive capital return strategy.
Over the years, the technology giant has spent hundreds of billions of dollars repurchasing shares, reducing shares outstanding to about 14.6 billion.
The share count has fallen by roughly 40% from peak levels, boosting earnings per share and increasing the value of remaining shares.
Although Apple pays a dividend, the yield remains modest at around 0.33% to 0.34%, with a payout ratio near 12%. Most shareholder returns have instead come from stock appreciation and share buybacks.
Cook’s background in operations and supply-chain management also helped Apple navigate challenges including the pandemic, inflation, and global trade disruptions.
The company expanded manufacturing capacity, diversified parts of its production footprint beyond China, and maintained strong profitability throughout the period.
Apple leadership transition Apple announced in April that Cook will become executive chairman, with longtime hardware chief John Ternus set to take over as CEO on September 1.
Ternus inherits a company valued at about $4.67 trillion but faces growing pressure to strengthen Apple’s position in artificial intelligence.
While Cook’s tenure was defined by operational discipline, services growth, and shareholder returns, investors expect Ternus to place greater emphasis on product innovation and AI.
Apple’s September 9 product event will be the first major launch under Ternus’ leadership, with investors watching for updates on the company’s AI strategy and future growth plans.
Meta opět zpřístupňuje své AI modely s otevřenými váhami, včetně Muse Glimmer. Zároveň v roce 2026 očekává kapitálové výdaje ve výši 130 až 145 miliard USD.
Meta Platforms (META +1.21%) is once again releasing some of its artificial intelligence (AI) models with open weights, allowing developers to download and modify them.
The company released Muse Glimmer, a 30-billion-parameter model, on Aug. 10. However, as of Aug. 25, the company had not yet released the weights for its more powerful flagship model, Muse Spark 1.2.
So, does Meta Platforms' heavy investment in AI infrastructure make sense if it plans to make more of its AI models publicly available?
Image source: Getty Images.
Earning money from AI without selling models Unlike OpenAI and Anthropic, Meta Platforms does not need to rely primarily on subscriptions, application programming interfaces (APIs), and enterprise software to monetize its AI models directly. Instead, the company is leveraging AI to improve recommendations and advertising across Facebook and Instagram. The company is also developing business messaging and AI-agent opportunities through WhatsApp and Messenger.
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Meta Platforms' AI strategy is already showing results. In the second quarter (ended June 30), improvements to its AI models generated an 8.3% increase in Facebook ad clicks and a 15.7% rise in ad conversions. Additionally, an early Instagram AI pilot increased the number of users completing targeted in-app actions by 1%.
Heavy investment Meta Platforms' revenue grew 28% year over year to $60.8 billion, while operating cash flow was $31.9 billion in the second quarter. With the company's capital expenditures reaching $31.1 billion, free cash flow was only $784 million. Meta Platforms now expects $130 billion to $145 billion in capital spending in 2026, up from its initial $115 billion to $135 billion range.
Meta Platforms' spending commitments also extend well beyond 2026. The company had $81.6 billion of noncancelable contractual commitments due in 2027, mostly associated with cloud capacity and investments in technical infrastructure, data centers, and Reality Labs hardware. The company also entered into another $68 billion in data center leases, expected to begin in 2027 and 2028.
Meta Platforms' high spending could also weigh on future profit margins. Depreciation expense associated with property and equipment rose 40% year over year to $6 billion in the second quarter. Construction in progress also reached $80.3 billion, with most of those costs related to data centers, servers, and network infrastructure. As those assets come online, depreciation expenses could rise further, putting pressure on operating margins.
Reasonable valuation Meta Platforms is currently trading at around 16.8 times analysts' expected 2027 earnings per share of $33.9 (as of Aug. 25). The valuation appears reasonable, considering the company may not need significant user growth for its AI investments to pay off. With 3.6 billion people already using Meta Platforms' apps daily, even relatively small improvements in user engagement and ad conversion can potentially translate into meaningful revenue gains.
However, this advantage has a limit. Much of the growth in the number of ads Meta shows is coming from lower-monetization markets such as Asia-Pacific. Hence, local-language business agents are particularly important, since they may help the company generate more revenue from users in markets where advertising currently monetizes at lower rates.
So, AI needs to continue lifting revenue per user while capital spending and depreciation eventually moderate. Meta Platforms' forward earnings multiple leaves room for upside. But if AI spending remains elevated without a corresponding improvement in advertising monetization, the stock may struggle to grow.
Meta uzavřela dohodu s 47 státy, okresem Columbia a dalšími teritorii v hodnotě zhruba 17 miliard USD kvůli obviněním z ohrožování dětské bezpečnosti na sociálních sítích. Součástí jsou i nové bezpečnostní úpravy pro teenagery.
Six days before the start of a federal trial over online child safety, C.J. Mahoney, Meta’s chief legal officer, traveled to Nashville on Aug. 6 to meet with lawyers for about a dozen states. He wanted to broker an enormous settlement, two people familiar with the conversation said.
Meta had already suffered losses in court this year over claims it created addictive products that harmed young users. Mark Zuckerberg had endured a full day of grilling on the witness stand during one of those trials. (“You’re mischaracterizing this,” he kept repeating.) He was likely to be questioned again at the federal trial in California, in which a coalition of states had sued Meta, arguing that the company had contributed to a national child mental health crisis.
Over bagels and coffee in an Art Deco office on Tennessee’s Capitol grounds, Mr. Mahoney presented his terms, which Mr. Zuckerberg had personally approved, according to four people familiar with the negotiations. Meta would pay the states up to $19 billion and make changes to its platforms to improve teen safety. Some of the payment would be withheld unless all states joined and other social media companies also settled.
For the states attorney general in the room, the offer was intriguing. They had been negotiating with the Silicon Valley giant for months with little progress, the people said. On Tuesday, 47 states — two had dropped out of the lawsuit — the District of Columbia and several territories agreed to a settlement worth roughly $17 billion.
“There’s a saying here in Tennessee,” Jonathan Skrmetti, the state’s attorney general, said in one of the meetings with nearly all the state attorneys general, encouraging them not to get greedy. “Pigs get fat, and hogs get slaughtered.”
The settlement, one of the largest agreements between a company and a group of states embroiled in litigation, was announced on Wednesday. This account of how it came together is based on a dozen interviews with state leaders, former and current Meta executives, court documents and trial testimony.
Mark Zuckerberg, center, Meta’s chief executive, outside a court in Los Angeles, where he testified in a lawsuit against the company in February. — Mark Abramson for The New York Times
For years, Meta, which owns Instagram and Facebook, seemed to have an impenetrable defense against child safety lawsuits. The company’s aces were Section 230 of the Communications Decency Act, a 1996 law that protects platforms from liability over what users post on their sites, and the First Amendment, which protects free speech.
But concerns have mounted globally over the harmful effects of social media on children. Australia last year became the first country to bar children under 16 from using social media, and many other countries carried out or are considering similar rules.
In the United States, a flood of online child safety lawsuits have been filed since 2022, and the plaintiffs focused on a new argument claiming that social media sites designed their products in a harmful way that violates consumer protection and other laws.
The suits accused the companies of knowingly creating sites that were as addictive as cigarettes, taking a page from a strategy used against Big Tobacco in the 1990s. Suddenly, relying on Section 230 didn’t look so safe.
A protest by parents against social media platforms outside the courthouse during Meta’s trial in Oakland, Calif., in August. — Noah Berger/Associated Press
At Meta, concern was growing about the cases, according to two people familiar with thinking inside the company.
In January, Meta hired Mr. Mahoney, a veteran litigator who had been general counsel at Microsoft. Mr. Mahoney, who reports directly to Mr. Zuckerberg, took the position of chief legal officer in part because he was attracted to the prospect of negotiating a settlement, one of the people familiar with Meta’s thinking said. He had negotiated complex deals in the past, most notably in 2020 when, as deputy U.S. trade representative, he was a lead negotiator of the Trump administration’s trade deal with Canada and Mexico.
Phil Weiser, the attorney general of Colorado, in Oakland in August. He met with Meta’s chief legal officer in January to begin settlement talks. — Noah Berger/Associated Press
Just days after starting his new job, Mr. Mahoney called Attorney General Phil Weiser of Colorado and Mr. Skrmetti of Tennessee, the lead negotiators for states, to begin settlement talks, four of the people familiar with the conversations said. Mr. Mahoney, who is based in Silicon Valley, flew out to meet them separately in their states. He wanted to explore a grand settlement that would end federal and state cases brought by all of the nation’s attorneys general.
The two sides had held previous talks. But the tenor of the conversations changed because Mr. Mahoney seemed so clearly interested in reaching a resolution.
But a roadblock immediately became apparent because Meta was reluctant to make some changes to its products, three of the people said. That was a nonstarter for many of the state attorneys general.
“We brought these suits because we wanted to protect kids and we wanted to reform the platforms,” Mr. Skrmetti said in an interview. Forcing changes to the platforms “is really the most significant part here.”
Every attorney general was familiar with an instance of a child’s facing harm from social media, Mr. Weiser said in an interview. “The shared commitment to do something was rooted in the pain that all of us recognize, the fears that all of us had,” he added.
The talks dragged. But within weeks, Meta received a harsh reminder of the potential problems ahead.
A young woman identified as K.G.M. took the stand at a trial that began in late January, making accusations that social media companies had created features on their platforms like infinite scroll that had led to her anxiety and depression.
The defendants, Meta, Snap, TikTok and YouTube, had argued in pretrial hearings that the case should be scrapped because of Section 230. But the judge, Carolyn B. Kuhl of California Superior Court of Los Angeles County, ruled that the case was about product liability, not speech.
The five-week trial was deeply embarrassing for Meta. Mr. Zuckerberg testified for the first time about child safety in front of a jury. He was grilled about allowing millions of underage users on Instagram. Parents who said their children were harmed by social media packed the courtroom. Internal documents presented as evidence showed Meta’s employees comparing themselves to drug pushers.
Simultaneously, New Mexico’s attorney general was trying a case in state court charging Meta with violating consumer protection laws.
Supporters of K.G.M., the plaintiff in the Los Angeles trial that included testimony from Mr. Zuckerberg. — Frederic J. Brown/Agence France-Presse — Getty Images
Within two days in March, Meta lost both cases. The decisions raised questions about reputational harm that future trials could inflict.
The stakes were getting higher, as Meta and California, Colorado, Kentucky and New Jersey geared up for trial this summer in U.S. District Court for the Northern District of California in Oakland. The states had accused Meta of violating consumer protection laws and child privacy protections, seeking roughly $200 billion in penalties and changes to the company’s platforms.
Mr. Skrmetti and nearly all the other states attorney general had also filed their own cases.
But in the ongoing talks, Meta still wasn’t meeting all the states’ demands on safety features.
On the eve of the Oakland trial, Meta made a last-ditch effort to kill the case. The company asked the U.S. Court of Appeals for the Ninth Circuit on July 22 to throw out the social media addiction cases, invoking legal protections under Section 230.
As Meta waited for a decision from the Ninth Circuit, Mr. Mahoney trekked to Tennessee with his $19 billion offer. He left without a deal, but talks continued.
On Aug. 10, the appeals court ruled against Meta. Suddenly the talks sped up, four of the people said. With their new leverage, the states began daily negotiations with Meta’s lawyers in person in Nashville and over video calls, to get final concessions, one of the people said.
As part of the deal, the company agreed to more safety measures. The growing list of platform changes included stopping teenage users from endless scrolling, and imposing a two-hour daily limit on use of Instagram and Facebook. Meta also said it would limit teen use between midnight and 6 a.m. and silence notifications during school hours of 8 a.m. to 3 p.m.
Meta proposed paying more and increasing limits on how much young users could use its platforms if other social media companies, like TikTok and YouTube, agreed to similar controls for their apps — something that Meta said would keep it from being singled out.
The company wanted to avoid going to trial, and had made it a condition that all the states needed to sign on. But on a video call to discuss the proposed settlement on Aug. 11, some state attorneys general asked if the money was enough and how it would be divided, five people with knowledge of the conversations said.
The states came up with an equation to divvy up the fund based on the size of their populations and the individual charges brought against Meta in each case.
The states’ case in Oakland went to trial last week while they were still negotiating with Meta. On Sunday, the Colorado and Tennessee attorneys general presented a final settlement deal to the other states. They emailed the document with instructions to sign by Tuesday at 6 p.m.
That day, Adam Mosseri. the head of Instagram, testified in Oakland. The states’ plan to call Mr. Zuckerberg to testify was looming.
On Tuesday, every state signed except Texas, Florida and New Mexico, ending the trial. New Mexico had already won its case, and Meta settled with Texas on Wednesday for about $1 billion, offering safety guardrails for young users similar to the multistate agreement.
“Section 230 and the First Amendment are not impenetrable shields to holding Meta accountable,” California’s attorney general, Rob Bonta, said in a call with reporters on Wednesday. The states’ settlement shows the limits of the abilities of those laws “to deliver justice and accountability” to “the people, children, families who’ve been harmed by misconduct.”
Mr. Mahoney said in a statement on Wednesday that he was proud of the agreement and the power it gave parents to protect their children.
“But its success depends on all other social media platforms following Meta’s lead,” he said.
Meta still faces thousands of other suits filed by teenagers, families and school districts. The next major personal injury trial is scheduled to be heard in California Superior Court of Los Angeles County in October.
Meta testuje roboty v datových centrech, které mají zvládat výměnu kabelů a další úkoly techniků. Firma tak zkouší snížit náklady na pracovní sílu při rozšiřování AI infrastruktury.
Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in how AI spending could reshape labor costs across…
Artificial intelligence was supposed to make workers more productive. Instead, companies are increasingly discovering that the most productive worker can be one they don’t have to employ. U.S. technology companies have eliminated nearly 140,000 jobs in 2026, according to a Financial Times analysis, even as the industry’s AI spending reaches unprecedented levels.
Not every layoff can be blamed on AI — companies are also correcting pandemic-era excesses and cutting costs. But the direction of travel is difficult to miss. Now automation is moving beyond computer screens and into the physical world.
Meta’s Robots Are Coming for Data Center Jobs Meta Platforms (NASDAQ:META | META Price Prediction) is already spending billions to build the infrastructure needed for its AI ambitions. Now it is exploring whether robots can help operate that infrastructure with fewer people.
According to a report from WIRED, Meta is testing robots that can swap networking cables, power-cycle servers, reseat hardware, and perform other tasks traditionally handled by data center technicians. The company is testing equipment from Watney Robotics, Kinova, and ABB at facilities including Altoona, Iowa, and New Albany, Ohio.
One Meta worker told WIRED that a successful cable-swapping robot could eventually replace up to 80% of some technicians’ workloads, according to one data center worker:
“We thought those of us performing the physical tasks were safe for a while, but not anymore. It’s coming for us all, unfortunately.”
The robots remain slower than humans in some applications, require supervision and battery charging, and struggle with complicated cabling. Still, the experiment matters because it attacks a cost that is becoming enormous as Meta expands its data center footprint.
Meta’s second-quarter 2026 results show just how much money is moving into that infrastructure. Revenue rose 28% year over year to $60.8 billion, while capital expenditures reached $31.1 billion in the quarter. The company now expects $130 billion to $145 billion of capital expenditures in 2026.
The most productive worker is the one you never have to hire. Automation has officially left the screen and entered the physical world, targeting a massive shift in the global workforce. AI Is Already Changing the Workforce. The Financial Times found that U.S. technology companies had gutted 140,000 jobs during 2026. Amazon (NASDAQ:AMZN), Oracle (NYSE:ORCL), Meta, and Microsoft (NASDAQ:MSFT) accounted for almost 50,000 of those reductions. But the FT also cautioned that AI isn’t responsible for every job eliminated. Companies are restructuring, correcting previous overhiring, and redirecting spending toward AI infrastructure.
That’s an important distinction for investors. The bullish case for AI has always been that productivity gains will create new industries and new jobs, just as previous technological revolutions did. That could still happen. AI-focused companies such as Anthropic and OpenAI are hiring, while Meta itself shifted thousands of employees toward AI-related work even as it reduced its overall workforce.
But AI has one unusual characteristic: speed and scalability. Software can replace tasks performed by thousands of people almost instantly once it works. Robotics could eventually do the same thing in the physical economy.
The $1.7 Trillion Opportunity Citizens Bank estimates that Tesla‘s (NASDAQ:TSLA) Optimus humanoid robot could eventually target roughly $1.7 trillion of U.S. wages. That’s not a forecast for Tesla’s revenue, and much of that potential market remains years away. But it illustrates why investors are paying attention to physical AI.
The economic incentive is straightforward. If a robot can work around the clock, doesn’t require benefits, and performs repetitive tasks consistently, its value isn’t merely that it replaces a worker. It changes the economics of the entire operation.
For Meta, that could eventually mean fewer technicians supporting vastly larger data centers. For Tesla, it could mean a new manufacturing and robotics business. For investors, it creates another way to measure AI’s potential: not just how much revenue it generates, but how much labor it can eliminate per dollar of capital invested.
Key Takeaway In short, investors shouldn’t interpret Meta’s robot experiments as proof that data center technicians are about to disappear. The technology isn’t there yet.
The more important signal is that AI automation is moving from white-collar software work to physical labor. Meta’s 2026 capital-spending budget shows how aggressively the company is building AI infrastructure, and robots could eventually help it operate that infrastructure more efficiently.
That makes the long-term thesis for Meta more compelling — but also changes the way investors should think about AI. The biggest gains may not come from selling AI products. They may come from using AI to require fewer humans to produce the same output.
That’s a much bigger productivity story. And, potentially, a much bigger margin story.
Contact [email protected] for any questions or corrections.
Elevated Private Wealth LLC ve 2. čtvrtletí koupila novou pozici v Meta Platforms: 2 779 akcií za zhruba 1,566 mil. USD. Podíl tvoří asi 1,5 % portfolia fondu.
Elevated Private Wealth LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,779 shares of the social networking company’s stock, valued at approximately $1,566,000. Meta Platforms makes up about 1.5% of Elevated Private Wealth LLC’s portfolio, making the stock its 24th largest holding.
A number of other large investors have also modified their holdings of the stock. RHL Group LLC purchased a new stake in Meta Platforms during the 4th quarter worth about $28,000. Strategic Wealth Advisors LLC purchased a new position in shares of Meta Platforms in the 4th quarter valued at about $29,000. Advantage Trust Co purchased a new position in shares of Meta Platforms in the 2nd quarter valued at about $28,000. Axiom Investment Management LLC acquired a new position in shares of Meta Platforms during the first quarter worth about $36,000. Finally, Safe Harbor Fiduciary LLC acquired a new position in shares of Meta Platforms during the fourth quarter worth about $42,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.
Key Headlines Impacting Meta Platforms Here are the key news stories impacting Meta Platforms this week:
Positive Sentiment: The settlement limits litigation risk by resolving claims from a broad coalition of states without an admission of liability. Analysts view the payment as manageable relative to Meta’s revenue and cash generation, while the company avoids potentially disruptive court-ordered changes to products such as Reels, Stories and its recommendation systems. Meta’s social media settlement leaves its money machine unscathed Positive Sentiment: Meta’s advertising engine continues to benefit from improved ad-ranking technology and growing advertiser use of artificial intelligence to create campaigns, supporting demand even as the company spends heavily on AI infrastructure. Ca$htag$: Meta’s AI Bet Not Showing Returns, Yet Positive Sentiment: Rosenblatt raised its price target to $886 and maintained a buy rating, pointing to substantial potential upside from current levels. The stock’s valuation also remains below that of many large technology peers, strengthening the bargain argument for some investors. Meta price target raised by Rosenblatt Neutral Sentiment: The new teen safeguards—including time limits, muted notifications and stronger parental controls—could become a regulatory template for TikTok, YouTube, Snap and international markets. This creates industrywide compliance costs, but may also give Meta greater legal clarity. Meta settlement puts social media industry on notice Negative Sentiment: Investors still face execution and financial risks: age-verification technology may be unreliable, critics say the protections do not address teen mental-health concerns, and regulators in the U.K., South Korea and elsewhere may demand similar measures. Restrictions could eventually reduce teen engagement and advertising opportunities. Meta’s child-safety deal and age verification Negative Sentiment: Meta’s substantial AI capital spending has not yet produced a proportionate revenue payoff, while an executive overseeing India and Southeast Asia is leaving for OpenAI. Those developments add to concerns about returns on investment and management stability. Meta executive leaves for OpenAI Meta Platforms Stock Performance Shares of META stock opened at $578.02 on Friday. The stock’s 50-day moving average is $592.28 and its two-hundred day moving average is $611.61. The firm has a market cap of $1.47 trillion, a price-to-earnings ratio of 21.77, a PEG ratio of 0.99 and a beta of 1.25. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $790.80. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same quarter last year, the firm posted $7.14 EPS. The firm’s revenue for the quarter was up 28.0% on a year-over-year basis. Analysts predict that Meta Platforms, Inc. will post 28.17 earnings per share for the current year.
Analyst Ratings Changes Several brokerages recently weighed in on META. Mizuho set a $750.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Truist Financial lowered their price target on shares of Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a report on Thursday. Citizens Jmp dropped their price objective on shares of Meta Platforms from $800.00 to $770.00 and set a “market outperform” rating on the stock in a research report on Thursday, July 30th. Benchmark restated a “hold” rating on shares of Meta Platforms in a report on Thursday. Finally, Rosenblatt Securities lifted their price objective on shares of Meta Platforms from $883.00 to $886.00 and gave the stock a “buy” rating in a research report on Thursday. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $785.22.
Check Out Our Latest Stock Analysis on META
Insider Transactions at Meta Platforms In related news, CTO Andrew Bosworth sold 7,848 shares of the stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the completion of the sale, the chief technology officer owned 828 shares in the company, valued at $462,024. This represents a 90.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 1,258 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $600.00, for a total transaction of $754,800.00. Following the transaction, the chief operating officer directly owned 1,517 shares in the company, valued at $910,200. The trade was a 45.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 34,957 shares of company stock worth $20,442,696 over the last 90 days. Company insiders own 13.53% of the company’s stock.
About Meta Platforms (Free Report)
Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.
Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.
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Meta upravuje nastavení soukromí u chytrých brýlí a tvrdí, že kamera se nespustí, pokud je blokovaná LED kontrolka. Zároveň maže obsah i účty spojené se zneužíváním brýlí.
Meta wants to change the public's perception of its smart glasses. picture alliance/dpa/picture alliance via Getty Images The small camera installed in Meta's AI smart glasses has become a problem for the company and the public.
Photos and videos captured by Meta glasses have proliferated on social media, and not all of them are consensual. Clips of content creators harassing women and recording their reactions covertly have become a trend, raising concerns about privacy.
"Are you a secret code?" one male content creator asked a woman in an Instagram video. "Because I'm trying to crack you." Some social media users have dubbed Meta's product "pervert glasses."
It's all a bad look for Meta. So the company is making moves to get ahead of the negativity. It has recently publicized new privacy settings for its glasses and has launched a PR blitz to explain them.
Meta Chief Technology Officer Andrew Bosworth posted an Instagram video on Friday, for example, in which he explained how the smart glasses' hands-free camera works.
Alex Schultz talks about Meta Ray-Ban Glasses and its 'big breakthrough' with the SuperBowl
"We designed this camera to be noticed by the people around you, so in every pair of glasses we make, there's a capture LED on the front, and it lights up when someone's taking photos or videos for the gallery," Bosworth said.
Bosworth said the camera has no off switch. It stops working if people try to cover or deactivate it.
"We took this issue all the way across Meta, and we've been taking down content and even whole accounts connected to people misusing the glasses," Bosworth said.
Alex Himel, the vice president of wearables at Meta, also attempted to calm nerves on Friday in a Threads post. He said Meta's smart glasses will not allow users to record if the camera's LED light is blocked before or during recording.
"We're going to keep rolling out updates like this to make sure the capture LED can reliably alert bystanders when photos or videos are being captured for someone's gallery," Himel said.
While the company has suspended accounts that use the cameras to harass people, Business Insider's Katie Notopoulos reported last week that it hasn't been able to catch them all.
Meta has taken strides to make their smart glasses a must-have accessory. The company has partnered with megastars like Kylie Jenner and Teyana Taylor, and it produced a star-studded Super Bowl LX ad to drum up hype.
As AI smart glasses become increasingly accessible, some event and venue organizers are taking a cautious approach with guests. Burning Man told attendees at the 2026 festival, which starts Monday, that they can bring smart glasses, but must get consent before filming anyone. New York City nightclub Basement updated its no-photo-and-video policy to include smart eyewear.
"Anyone bringing smart glasses into the venue, whether wearing them or carrying them in a bag, will be asked to leave and may be permanently banned," the venue said in an Instagram post on Friday.
Organizers for the DEFCON Hacking Conference told attendees in July that smart glasses and similar items are prohibited.
In his Instagram video, Bosworth urged users to watch for the LED light that indicates the cameras are recording.
"Please remember," he added, "the light is there for everyone."
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Lauren Edmonds is an award-winning reporter on the Business News team. When news isn't breaking, she covers personal finance, kitchen-table economics, and paths to financial freedom, including investing, real estate, side hustles, and small business. She also writes about guaranteed and universal basic income programs in the United States.Lauren has also covered lifestyle and entertainment, digital culture, and more. She has a master's degree from the Columbia University Graduate School of Journalism and resides in New York City.Do you have an interesting story to tell? You can reach Lauren at [email protected] or on Signal at ledmonds0.07.Popular StoriesNetflix wants to be Disney when it grows up Why Hollywood is paying this 17-year-old up to $20,000 to boost film trailers with TikTok editsHere's all the free money Trump's talked about giving Americans during his second term — and where it all standsA 17-year-old earned $72,000 after investing his e-commerce profits into stocks. Here's why he bet on the tech industry.Lawmakers float a nationwide basic income experiment that would cover the cost of a 2-bedroom apartmentNearly 30,000 Americans have received about $335 million in basic income. Here are 5 takeaways. Americans ditch suffocating healthcare costs and divisive politics to retire in Italy: 'It's the way they approach life'From 'road-schooling' to gas that costs $500, this family of 4 shares what it's like living in a solar-powered Greyhound bus
Meta ve 2. čtvrtletí zvýšila tržby o 28 % na 60,8 miliardy USD, ale zisk na akcii klesl o 13 % na 6,18 USD. Firma zároveň očekává ve 3. čtvrtletí asi 10 miliard USD právních nákladů kvůli vyrovnání.
Meta Platforms (META +1.21%) stock peaked more than a year ago. The record close of $790.00 came on Aug. 12, 2025 (shares briefly traded as high as $796.25 three days later), and the stock, trading for about $579 as of this writing, sits about 27% below that mark.
In between came an expensive year: capital spending plans that kept climbing, a quarter of falling earnings, and a landmark legal settlement.
Here's my prediction anyway. Meta stock closes above that record before 2029.
That call doesn't require the stock's price-to-earnings ratio to rise. Getting back to the record by the end of 2028 requires about 36% appreciation, which works out to about 14% a year. And Meta's core business is already growing considerably faster than that.
Image source: Getty Images.
The ads business is still compounding fastWhatever the stock has done, the advertising business is still compounding fast. Meta's second-quarter revenue rose 28% year over year to $60.8 billion, or 27% on a constant-currency basis. That's a step down from the first quarter's 33% growth, but volume and pricing are both still climbing. Ad impressions increased 14% year over year, while the average price per ad rose 12%. The company's apps now reach 3.60 billion daily active people, up 3%.
Why is the stock down, then? Because the bottom line hasn't kept up.
Costs and expenses in the second quarter jumped 55% year over year to $42.0 billion, dragging its operating margin down to 31% from 43% a year earlier. Diluted earnings per share fell 13% to $6.18.
To be fair, the quarter absorbed $2.4 billion of charges tied to legal proceedings and $1.18 billion of severance from a May headcount reduction -- about $3.6 billion of items that shouldn't repeat. The more durable weight is the build-out itself. Meta expects 2026 capital expenditures of $130 billion to $145 billion for artificial intelligence (AI) and its core business, a range whose floor it raised in July.
Then, last week, Meta agreed to pay up to $16.7 billion to settle claims from a coalition of state attorneys general that it misled the public about its apps' harms to teenagers, plus a separate $1 billion agreement with Texas. It has been a long time since this company gave the market an uncomplicated quarter.
The math, at today's multipleStill, the prediction doesn't need an uncomplicated quarter. It needs math. Shares trade at a forward price-to-earnings ratio of about 17, based on expected 2027 earnings. For the stock to sit at $790.00 at that same valuation multiple, the earnings the market is pricing in would need to be about 36% higher than today's -- mid-teens annual earnings growth between now and the end of 2028. No multiple expansion required.
For a business growing revenue 28%, that could prove a modest ask.
One more charge comes first, though: Meta says it expects to book about $10 billion of legal expense in the third quarter to cover the settlement, a cost it hadn't built into its prior outlook. But charges like that end. The settlement converts an open-ended legal risk into a mostly known number -- about $12.7 billion of a roughly $18 billion package going to the states over 10 years, with the remaining $5.3 billion contingent on rival platforms accepting similar terms. And the severance reflects a company cutting headcount while revenue compounds -- the reported 75,472 still counts about 8,000 people cut in May, most of them gone by the end of this quarter.
The spending has to pay offThe honest risk to this forecast is the same thing that knocked the stock down in the first place. Capital spending of $130 billion to $145 billion this year becomes depreciation for years afterward, and depreciation lands directly on the earnings line.
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If total expenses keep growing anywhere near 55% while revenue grows 28%, earnings won't compound in the mid-teens. They'll keep shrinking, and the math above falls apart. Second-quarter free cash flow of $784 million, down from $8.5 billion a year earlier, shows how much of the profit the build-out is consuming.
But CEO Mark Zuckerberg's claim that "AI is accelerating our core business today" is showing up in the numbers, at least on the revenue line. Ad prices rising 12% while impressions grow 14% is what an effective AI advertising system looks like. The spending has a return attached, and the question is timing.
Will Meta see its record again before 2029?
I believe it will. The required return is about 14% a year, the advertising business is compounding at twice that rate, and the stock's forward price-to-earnings ratio of about 17 is a modest price for this kind of growth.
If 2027 arrives with expenses still growing twice as fast as revenue, I'd rethink the call. Until then, I'd rather own the stock.
Centric Wealth Management ve 2. čtvrtletí koupila nový podíl ve společnosti Tesla, Inc. v rozsahu 8 875 akcií za zhruba 3,484 milionu USD. Akcie Tesly zároveň při otevření trhu klesly o 1,7 % a CFO Vaibhav Taneja prodal 2 606 akcií za průměrnou cenu 402,20 USD.
Centric Wealth Management acquired a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 8,875 shares of the electric vehicle producer’s stock, valued at approximately $3,484,000.
Several other institutional investors and hedge funds have also bought and sold shares of the company. State Street Corp raised its position in shares of Tesla by 0.9% in the 4th quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer’s stock valued at $51,647,164,000 after purchasing an additional 1,080,085 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Tesla by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer’s stock valued at $29,426,070,000 after buying an additional 375,946 shares during the last quarter. Norges Bank acquired a new position in Tesla in the fourth quarter valued at approximately $17,128,100,000. Amundi boosted its holdings in Tesla by 14.0% during the first quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock worth $8,243,513,000 after buying an additional 2,727,141 shares in the last quarter. Finally, Corient Private Wealth LLC grew its position in shares of Tesla by 3,205.5% during the 4th quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock valued at $9,650,811,000 after acquiring an additional 20,810,386 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Tesla In other news, CFO Vaibhav Taneja sold 2,606 shares of the stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of the sale, the chief financial officer owned 22,039 shares in the company, valued at approximately $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Company insiders own 19.90% of the company’s stock.
Tesla Trading Down 1.7% Shares of Tesla stock opened at $348.75 on Friday. The company has a fifty day simple moving average of $360.33 and a 200-day simple moving average of $385.15. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. The stock has a market cap of $1.38 trillion, a price-to-earnings ratio of 322.92, a PEG ratio of 17.91 and a beta of 1.83. Tesla (NASDAQ:TSLA – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a net margin of 3.67% and a return on equity of 3.82%. The firm had revenue of $28.24 billion during the quarter, compared to analysts’ expectations of $26.42 billion. During the same period in the previous year, the firm posted $0.33 earnings per share. The firm’s revenue for the quarter was up 25.5% on a year-over-year basis. On average, equities analysts forecast that Tesla, Inc. will post 0.88 EPS for the current fiscal year.
Tesla News Roundup Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership. Wall Street Analyst Weigh In Several equities research analysts recently commented on TSLA shares. BMO Capital Markets assumed coverage on shares of Tesla in a research report on Monday, August 17th. They set an “outperform” rating for the company. HSBC reissued a “hold” rating on shares of Tesla in a research report on Monday, June 15th. Roth Capital reissued a “buy” rating and set a $505.00 target price on shares of Tesla in a research note on Thursday, July 23rd. Needham & Company LLC reissued a “hold” rating on shares of Tesla in a research report on Thursday, July 23rd. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Tesla from $475.00 to $445.00 and set a “neutral” rating for the company in a research note on Thursday, July 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, nineteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $401.74.
Get Our Latest Analysis on TSLA
Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Tesla ve 2. čtvrtletí 2026 utržila 28,24 miliardy USD, ale provozní zisk klesl na 398 milionů USD a provozní marže na 1,4 %. Firma zároveň míří na neřízené FSD do Q4 2026 a robotaxi v zhruba desítce států USA do konce roku.
On paper, Tesla (TSLA -1.71%) looks extremely expensive right now. The stock trades at roughly 330 times trailing earnings and around 180 times forward earnings, with a PEG ratio of close to 6.9, one of the highest multiples among large caps. That is not cheap by any normal metric, and it explains why people keep asking whether it is time to sell.
Underneath that valuation, Tesla is still a real operating company with tens of billions in revenue each quarter. In the second quarter of 2026, Tesla generated about $28.24 billion in total revenue and $398 million of operating income, although the operating margin dropped to 1.4% as the company pushed hard on new projects and absorbed higher costs. Automotive revenue was about $20.52 billion, up roughly 23% year over year, and the energy business added more than $3.14 billion, growing double digits even as margins in that segment reset lower.
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The unique moves Tesla is making this year What should keep you from selling is what Tesla is doing in 2026. Management is rolling out the most concrete roadmap yet for Full Self-Driving (FSD) and robotaxis, targeting unsupervised FSD on customer vehicles by Q4 2026 and robotaxi operations across roughly a dozen U.S. states by the end of the year. At the same time, Tesla has begun installing first-generation Optimus humanoid robot lines in Fremont, converting the old Model S and Model X line, with a target run rate capacity of up to 1 million robots per year by late 2026 and an eventual 10 million per year in Texas.
Image source: Tesla.
Robotaxi and software optionality I see robotaxis as one of the main reasons to keep holding through volatility. Elon Musk and the company are clear that meaningful robotaxi and autonomy revenue is unlikely to be large before 2027, but they are already producing the Cybercab robotaxi and preparing for mass-scale deployments. Tesla also expects that about 4 million existing vehicles will need hardware retrofits to enable unsupervised autonomy, which means a sizable future upgrade cycle on top of regular car sales. If FSD reaches unsupervised capability in multiple markets, Tesla can shift from a one-time hardware sale model to a recurring software and mobility service model with much higher margin potential.
Optimus and the long-term AI pivot The other thing I'm watching is Optimus. Tesla is targeting tens of thousands of humanoid robots in 2026, with ambitions to scale toward 500,000 units annually by 2027 with an eventual capacity of 1 million units per year at Fremont and up to 10 million per year at Gigafactory Texas. Management has talked about production costs around $20,000 to $25,000 per robot, which, if paired with useful commercial applications, could create an entirely new revenue stream separate from cars. To me, that is genuine optionality that is hard to value precisely but impossible to ignore when deciding whether to hold or sell.
Why Tesla holders should hold into 2027 I am not blind to the risks. Operating margins are low, capital expenditure is guided above $25 billion for 2026, and management itself warns about negative free cash flow while it funds Cybercab, Optimus, and chip projects. Regulatory hurdles for autonomy, supply chain challenges for robots, and potential demand swings for electric vehicles could all be factors.
Even so, when I line up what Tesla is building in 2026 against where the stock could reasonably be in 2027 and beyond, I see a company investing heavily to pivot from being just a carmaker into being an artificial intelligence, robotics, and mobility platform. For investors, that means you should live with a stretched valuation and short-term margin pressure rather than sell now and potentially miss the payoff from robotaxis, FSD, and Optimus if even part of the roadmap becomes real.
Flputnam Investment Management Co. acquired a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 6,054 shares of the electric vehicle producer’s stock, valued at approximately $2,546,000.
Several other large investors have also made changes to their positions in the business. 180 GPS Investments IC Ltd bought a new stake in Tesla during the 2nd quarter valued at approximately $285,000. Horizon Investment Services LLC bought a new position in Tesla in the 2nd quarter worth approximately $974,000. Global Retirement Partners LLC acquired a new position in shares of Tesla during the second quarter worth approximately $55,979,000. Titiun Yejiel acquired a new position in shares of Tesla during the second quarter worth approximately $2,187,000. Finally, 1ST Source Bank bought a new stake in shares of Tesla in the second quarter valued at approximately $464,000. Institutional investors and hedge funds own 66.20% of the company’s stock.
Insider Activity at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the sale, the chief financial officer owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by company insiders.
Tesla Stock Performance NASDAQ:TSLA opened at $348.75 on Friday. The firm has a market capitalization of $1.38 trillion, a PE ratio of 322.92, a price-to-earnings-growth ratio of 17.61 and a beta of 1.83. The company has a quick ratio of 1.55, a current ratio of 1.94 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. The firm has a 50-day moving average price of $360.33 and a 200 day moving average price of $385.15. Tesla (NASDAQ:TSLA – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). Tesla had a net margin of 3.67% and a return on equity of 3.82%. The company had revenue of $28.24 billion for the quarter, compared to analyst estimates of $26.42 billion. During the same period in the previous year, the firm posted $0.33 earnings per share. The firm’s revenue for the quarter was up 25.5% compared to the same quarter last year. Research analysts anticipate that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year.
More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership. Analyst Ratings Changes TSLA has been the topic of several research analyst reports. Citizens Jmp began coverage on shares of Tesla in a research note on Thursday, July 9th. They issued a “market perform” rating on the stock. HSBC restated a “hold” rating on shares of Tesla in a research report on Monday, June 15th. Robert W. Baird set a $475.00 price objective on shares of Tesla in a report on Monday, July 27th. Canaccord Genuity Group set a $410.00 price objective on shares of Tesla and gave the company a “buy” rating in a research report on Thursday, July 23rd. Finally, Deutsche Bank Aktiengesellschaft set a $420.00 target price on shares of Tesla in a research note on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, nineteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, Tesla currently has a consensus rating of “Hold” and a consensus price target of $401.74.
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Tesla Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
See Also Five stocks we like better than Tesla From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding TSLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tesla, Inc. (NASDAQ:TSLA – Free Report).
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Elite Life Management LLC acquired a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,698 shares of the electric vehicle producer’s stock, valued at approximately $546,000. Tesla makes up about 0.6% of Elite Life Management LLC’s investment portfolio, making the stock its 23rd biggest position.
A number of other hedge funds have also added to or reduced their stakes in TSLA. Marks Group Wealth Management Inc boosted its stake in shares of Tesla by 1.7% during the 4th quarter. Marks Group Wealth Management Inc now owns 1,512 shares of the electric vehicle producer’s stock worth $680,000 after buying an additional 25 shares during the last quarter. Clear Trail Advisors LLC raised its holdings in Tesla by 1.6% during the first quarter. Clear Trail Advisors LLC now owns 1,628 shares of the electric vehicle producer’s stock worth $605,000 after acquiring an additional 25 shares in the last quarter. Peirce Capital Management LLC boosted its position in Tesla by 1.5% during the second quarter. Peirce Capital Management LLC now owns 1,657 shares of the electric vehicle producer’s stock valued at $697,000 after purchasing an additional 25 shares during the last quarter. Brio Consultants LLC boosted its position in Tesla by 4.7% during the fourth quarter. Brio Consultants LLC now owns 575 shares of the electric vehicle producer’s stock valued at $259,000 after purchasing an additional 26 shares during the last quarter. Finally, Community Bank & Trust Waco Texas grew its stake in Tesla by 1.7% in the fourth quarter. Community Bank & Trust Waco Texas now owns 1,581 shares of the electric vehicle producer’s stock valued at $711,000 after purchasing an additional 26 shares in the last quarter. Institutional investors own 66.20% of the company’s stock.
Tesla Stock Down 1.7% Tesla stock opened at $348.75 on Friday. The stock has a market cap of $1.38 trillion, a P/E ratio of 322.92, a P/E/G ratio of 17.61 and a beta of 1.83. The company has a quick ratio of 1.55, a current ratio of 1.94 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a twelve month low of $297.38 and a twelve month high of $498.83. The company’s 50-day moving average price is $360.33 and its two-hundred day moving average price is $385.15.
Tesla (NASDAQ:TSLA – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The firm had revenue of $28.24 billion for the quarter, compared to the consensus estimate of $26.42 billion. During the same quarter in the prior year, the firm earned $0.33 EPS. The company’s revenue was up 25.5% on a year-over-year basis. As a group, analysts expect that Tesla, Inc. will post 0.88 EPS for the current year. Key Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Tesla is expanding its robotaxi operation beyond Austin and Miami, with longer service hours and a larger unsupervised fleet. State regulators have also approved permits for Tesla to operate robotaxis, supporting the company’s strategy to monetize autonomous driving. Tesla robotaxi expansion Positive Sentiment: Tesla is preparing an August Cybercab rollout beginning with employee rides, while Cybercab production has reportedly started. Investors view the vehicle and robotaxi network as potential long-term revenue opportunities not yet fully reflected in the stock. Cybercab rollout Positive Sentiment: Optimus humanoid robot production has reportedly begun at Tesla’s Fremont facility, and the company is installing additional robotics manufacturing lines. The development strengthens the long-term artificial-intelligence and automation narrative, although meaningful financial benefits may take time. Optimus production Positive Sentiment: Commercial truckmaker Einride expects to receive approximately 75 Tesla Semi trucks in 2026, with the remainder of its 500-truck order scheduled for 2027. The timeline provides evidence of commercial demand, though deliveries will be spread over several years. Einride Tesla Semi order Neutral Sentiment: Tesla announced a September 24 Semi event that could provide updates on autonomous trucking and production plans, making it a potential catalyst but offering no immediate earnings impact. Tesla Semi event Negative Sentiment: Tesla is voluntarily recalling about 3 million vehicles in China over door handles that may fail after severe crashes and inadequate driver-attention monitoring. The recall adds regulatory, cost and reputational risks to the company’s autonomy push. Tesla China recall Negative Sentiment: Criticism intensified after a vehicle using Tesla’s latest FSD software reportedly nearly drove into a train, renewing concerns about system reliability and the gap between supervised assistance and fully autonomous driving. Tesla FSD incident Negative Sentiment: Analysts and investors continue to question Tesla’s valuation because weak margins and traditional EV risks are not easily reconciled with a price-to-earnings ratio above 300. Toyota’s rising electrified-vehicle volume and broader EV competition further challenge Tesla’s automotive leadership. Insider Transactions at Tesla In related news, CFO Vaibhav Taneja sold 2,606 shares of the business’s stock in a transaction on Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the sale, the chief financial officer directly owned 22,039 shares in the company, valued at $8,864,085.80. The trade was a 10.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by company insiders.
Wall Street Analyst Weigh In TSLA has been the topic of a number of analyst reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Tesla in a research note on Tuesday, July 21st. Stifel Nicolaus set a $491.00 target price on shares of Tesla and gave the stock a “buy” rating in a report on Monday, August 3rd. Truist Financial set a $370.00 price objective on shares of Tesla and gave the company a “hold” rating in a research report on Thursday, July 23rd. Piper Sandler lowered their price objective on shares of Tesla from $500.00 to $450.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Finally, BMO Capital Markets began coverage on shares of Tesla in a research note on Monday, August 17th. They issued an “outperform” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, nineteen have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $401.74.
Get Our Latest Report on Tesla
Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Tesla zvyšuje kapitálové výdaje na Cybercab/robotaxi a Optimus, což může při zpoždění jejich tržeb tlačit na volný cash flow. Wall Street čeká záporný cash flow v letech 2026 až 2028, poté návrat k tvorbě FCF v roce 2029.
Tesla's (TSLA -1.71%) biggest near-term risk lies in the two things that CEO Elon Musk believes are its biggest value-creation drivers: Cybercab/robotaxis and Optimus robots. In both cases, the company is aggressively ramping up up-front spending to support its development.
That's fine in itself, but it does expose the company to the risk of bleeding cash if robotaxi and Optimus don't generate earnings and cash flow in line with management's plans.
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Tesla's cash flow dynamics Tesla's free cash flow (FCF) is becoming a stick the bears are using to beat the stock with. The company's capital spending is set to turn it from a cash-generative company to a net user of cash, as its earnings and operating cash flow (OCF) generation fail to offset the increase in spending. The dynamics of Wall Street analysts are shown in the chart, using data courtesy of Visible Alpha.
Data source: Visible Alpha. Chart by author.
Note how OCF growth, mainly from the electric vehicle (EV) business, isn't enough to fully offset the increase in capital spending, and Wall Street expects Tesla to have cash outflows from 2026 to 2028, only to return to FCF generation in 2029 as robotaxi and Optimus revenue starts to kick in, leading to the beginning of a multiyear growth in FCF as robotaxi/Optimus generate a long-term stream of recurring income.
Based on these Wall Street projections, investors shouldn't be perturbed. After all, there's a reason for the elevated levels of capital spending, and it comes down to investing in the growth of robotaxi and Optimus, as well as substantive actions to secure and de-risk its EV and energy supply chain, such as investments in a lithium refinery, AI compute, and lithium iron phosphate (LFP) battery production.
The ultimate aim is to support long-term growth that would otherwise be threatened if these investments aren't made.
However, if there's a delay in the growth of robotaxi/Optimus revenue, there will be negative consequences for Tesla's cash flow, not least because it won't be able to significantly moderate capital spending on essential growth investments. This would put more pressure on the EV business to generate the earnings and cash flow necessary to support it, even as Tesla's focus shifts toward investment in Cybercab/robotaxi and Optimus.
Moreover, if there are significant delays in Cybercabs/robotaxis, there's likely to be a highly visible abundance of inactive Cybercabs, which represent cash usage and a drain on liquidity.
What will it mean for the investment case? Any delay to Wall Street expectations would likely pressure the stock, as investors potentially focus more on weaker FCF generation due to lower-than-expected revenue and rising capital spending.
Image source: Tesla.
That said, Tesla can still generate billions in cash from its EV and energy business, and it holds a fortress-like balance sheet. According to S&P Global Market Intelligence estimates, Tesla will end 2026 with $23 billion in net cash, so there's little risk it won't be able to fund its growth aspirations. Moreover, there's plenty of evidence that Tesla is making excellent progress on its robotaxi rollout in terms of safety.
Tesla has real potential to achieve its long-term aims. Still, investors need to take a long-term view of the stock and be prepared for any near-term volatility if Cybercab/robotaxi, in particular, is delayed. Overall, the stock remains attractive, but patience is required.
Coca-Cola (KO +0.67%) has done everything an income investor could ask of it this year. In February, the company raised its quarterly dividend about 4% to $0.53 per share ($2.12 a year), marking its 64th consecutive annual increase. Its business has delivered, too, with results strong enough that management raised its full-year outlook in late July.
The stock has responded. Shares have climbed about 28% in 2026, reaching about $90 as of this writing -- within a few dollars of their 52-week high.
And that is exactly the problem for anyone buying today for the income. A dividend yield is a ratio, and this year the price ran far ahead of the payout.
At the start of January, Coca-Cola stock yielded about 2.9%. Today, even with the higher payout, it yields about 2.4%.
Image source: Getty Images.
The raise didn't keep up with the runThe math is simple enough. Coca-Cola entered the year trading near $70 with an annual dividend rate of $2.04, which worked out to a yield of about 2.9%. Since then, the dividend has grown 4%, and the stock price has grown about 28%.
Divide the new payout by the new price, and the yield lands at about 2.4%.
Within the past year, the compression looks even sharper. The stock's 52-week low is $65.35, and a buyer at that price collects more than 3.2% on today's payout.
A buyer at $90, by contrast, collects about a quarter less income on every dollar invested.
For a stock investors mostly own for its steadily growing income stream, that is a meaningful change in what a new dollar buys. The payout keeps rising on schedule. The price of a dollar of that payout has simply risen much faster.
The business earned the rallyTo be fair, the stock hasn't climbed on nothing. In the second quarter of 2026, Coca-Cola's net revenue rose 7% year over year to $13.4 billion, and organic revenue grew 6% on a 4% increase in concentrate sales and 2% growth from pricing and mix (a higher share of sales coming from better-priced products).
Furthermore, global unit case volume grew 5%. Comparable operating margin reached 35.6%, an expansion from 34.7% a year earlier. Management also lifted its outlook, and now expects organic revenue growth of about 5% for the full year, up from its earlier forecast of 4% to 5%. The company expects to produce about $12.4 billion of free cash flow this year, too.
Those are excellent numbers for a company of Coca-Cola's size and maturity, and they explain the market's enthusiasm. The dividend itself also remains well supported. The $2.12 annual payout consumes about 64% of the company's trailing earnings per share -- coverage comfortable enough that the streak of increases looks in no danger.
The trouble is what the price now assumes. The stock carries a forward price-to-earnings ratio of about 26, for a company guiding to about 5% organic revenue growth.
That is arguably a premium valuation for consistency, and the lower yield is where that premium shows up.
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What closes the gap?There are only two ways the yield returns to where it started the year: The price comes down, or the dividend catches up.
The dividend route is slow. At the current pace of about 4% annual raises, the payout would need roughly five years of increases (reaching about $2.58) to put the yield back near 2.9% with the stock at $90. That is five years of dividend growth spent just recovering the income the price move took away.
Getting there on price instead is faster but less pleasant. Restoring a 2.9% yield on the current $2.12 payout requires a price near $73 -- about 19% below where shares trade today.
Neither is a forecast, and I'm not predicting a 19% decline. The point is narrower. Buyers at today's price collect noticeably less than the stock offered as recently as January, so the return from here depends more on the stock continuing to climb than income investors may realize.
However, I still think Coca-Cola is one of the most dependable dividend payers in the market. And for investors who already own the stock, a 28% gain plus a raised payout is a fine year -- selling wouldn't be my move. But I wouldn't put new money into the dividend stock at this yield, either. For income buyers, patience seems like the better play. Either the dividend grows into today's price over time, or the market offers a better entry somewhere along the way.
BNP Paribas ve 2. čtvrtletí snížila podíl v Uber Technologies o 21,8 % a prodala 47 747 akcií. Po transakci držela 171 446 akcií v hodnotě 12,464 milionu USD.
BNP Paribas decreased its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 21.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 171,446 shares of the ride-sharing company’s stock after selling 47,747 shares during the quarter. BNP Paribas’ holdings in Uber Technologies were worth $12,464,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Capital Research Global Investors boosted its stake in Uber Technologies by 2.6% in the 4th quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock valued at $9,270,561,000 after buying an additional 2,903,021 shares in the last quarter. Public Investment Fund acquired a new position in Uber Technologies in the second quarter valued at about $5,256,173,439. Geode Capital Management LLC raised its holdings in shares of Uber Technologies by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock valued at $3,906,083,000 after purchasing an additional 1,602,596 shares during the last quarter. Norges Bank bought a new stake in shares of Uber Technologies in the 4th quarter valued at about $2,515,094,000. Finally, Northern Trust Corp grew its position in shares of Uber Technologies by 1.5% in the third quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock valued at $1,911,301,000 after purchasing an additional 297,132 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.
Wall Street Analyst Weigh In A number of brokerages recently issued reports on UBER. Mizuho set a $112.00 price objective on shares of Uber Technologies in a research note on Thursday, August 6th. BNP Paribas Exane cut Uber Technologies to an “underweight” rating in a research report on Monday, May 11th. Fox Advisors raised Uber Technologies from a “hold” rating to an “outperform” rating in a research note on Monday, May 11th. Tigress Financial increased their price target on shares of Uber Technologies from $110.00 to $115.00 and gave the stock a “buy” rating in a research note on Friday, June 12th. Finally, The Goldman Sachs Group set a $100.00 target price on shares of Uber Technologies in a research note on Monday, June 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, four have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, Uber Technologies presently has an average rating of “Moderate Buy” and an average price target of $104.25.
Get Our Latest Report on UBER Uber Technologies Trading Up 2.6% UBER opened at $78.98 on Friday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.84 and a current ratio of 0.84. Uber Technologies, Inc. has a one year low of $65.41 and a one year high of $101.99. The business’s 50-day simple moving average is $73.72 and its 200-day simple moving average is $73.43. The company has a market cap of $161.32 billion, a P/E ratio of 17.36, a PEG ratio of 6.20 and a beta of 1.13.
Uber Technologies (NYSE:UBER – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The ride-sharing company reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.80 by $0.01. The company had revenue of $14.19 billion during the quarter, compared to the consensus estimate of $14.24 billion. Uber Technologies had a net margin of 17.34% and a return on equity of 43.36%. Uber Technologies’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. As a group, equities research analysts expect that Uber Technologies, Inc. will post 3.39 EPS for the current fiscal year.
More Uber Technologies News Here are the key news stories impacting Uber Technologies this week:
Positive Sentiment: AI efficiency is improving. Uber said weekly use of its AI agents has increased 9.4 times while spending has stabilized, suggesting the company is expanding automation without a proportional increase in technology costs. This could support operating leverage and customer-service improvements. Exclusive: Uber cuts AI costs even as usage jumps Positive Sentiment: Analyst support and robotaxi permits provide a catalyst. Citizens reiterated an Outperform rating on Uber and a $100 price target after regulators permitted Uber subsidiary Aviary Services, Tesla, and Waymo to operate robotaxi services. Separately, Uber is adding Baidu’s Apollo Go driverless rides to its platform in Dubai, strengthening its potential role as a marketplace for autonomous transportation. Tesla and Uber Won Robotaxi Permits Positive Sentiment: Delivery and logistics expansion continues. Uber formally launched its voluntary offer to acquire Delivery Hero for €41.50 per share, with acceptance running through November 5. The deal could expand Uber Eats’ international scale and network, while demand from Uber’s food-delivery platform is also supporting Serve Robotics’ delivery-robot business. Uber Publishes Offer Document for its Takeover Offer for Delivery Hero Neutral Sentiment: Bullish long-term arguments remain intact, but valuation and execution matter. Supporters point to Uber’s large user base, network effects, and ability to integrate autonomous vehicles. However, the Delivery Hero transaction brings integration, financing, and competitive risks, while Delivery Hero recently reported a €392 million first-half net loss despite stronger revenue and raised guidance. Uber Stock Is 20% Off Its All-Time High Negative Sentiment: A major regulatory fine is the clearest overhang. Dutch regulators fined Uber €825 million, or approximately $966 million, over automated driver suspensions and deactivations that allegedly lacked adequate explanations and meaningful human oversight. Uber may appeal, but the case raises potential financial, compliance, and regulatory risks in other markets. Uber’s $966 Million Fine Uber Technologies Company Profile (Free Report)
Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.
Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.
See Also Five stocks we like better than Uber Technologies 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude? Okta Stock Surges 29%—Is $200 the Next Stop? Want to see what other hedge funds are holding UBER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Uber Technologies, Inc. (NYSE:UBER – Free Report).
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Amazon chce po některých prodejcích na platformě FBA nabídky do aukce, aby jejich zboží získalo přístup k doručení sub-Same Day. Tato služba doručuje až za dvě hodiny a Amazon uvádí, že produkty s ní mají v průměru o 12 % vyšší prodeje.
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Amazon is asking some of its third-party sellers to bid for access to one of its fastest shipping options. Watchara Phomicinda/MediaNews Group/The Press-Enterprise via Getty Images Amazon is turning to third-party sellers to expand one of its fastest shipping options — and asking them to pay up for it.
The e-commerce giant is asking some sellers who use Fulfillment by Amazon, or FBA, to submit bids to make their products eligible for "sub-Same Day" delivery, according to an email sent to sellers earlier this month.
Sub-Same Day deliveries arrive as soon as two hours after customers place an order and are available in 2,300 metro areas, according to Amazon. Items sold through sub-Same Day delivery "have experienced 12% higher sales on average" than those delivered through regular FBA service, Amazon wrote in the email.
"You pay only for units that actually ship through Sub Same Day, at the per-unit price you bid," the email reads. "Participation is optional, and you're never charged more than the price per unit you set."
The bid system could increase what sellers pay to Amazon, people who advise sellers told Business Insider.
Under FBA, sellers already pay Amazon to store and pack their inventory. Amazon charges some fees on a per-item basis, while others are a percentage of each sale.
"For the first time, sellers can choose which additional products to offer at faster speeds based on their own business expertise and customer insights," a company spokesperson told Business Insider about the bidding system.
Amazon will evaluate bids using factors such as customer feedback, the company said. Items sold by third-party sellers for sub-Same Day delivery span several categories, from groceries to toys.
Amazon "will continue to place a wide variety of products from independent sellers throughout our Same Day network at no additional cost to sellers," the spokesperson added.
An Amazon logistics facility in Utah Charles-McClintock Wilson/NurPhoto via Getty Images Paying to 'keep playing at the highest level'Amazon has expanded the range of products available for delivery in as little as a few hours over the past year. It's also offering 30-minute delivery in some cities for some groceries and other essential products.
To meet those kinds of delivery times, Amazon wants to use inventory stored in its warehouses from third-party sellers, who account for the majority of unit sales on the platform. And it's not afraid to make sellers compete against each other.
"Amazon will prioritize in search results — or even in Alexa results —whatever gets there faster," Vanessa Hung, CEO of Online Seller Solutions, an agency that advises Amazon sellers.
"If you want to keep playing at the highest level, you need to bid for that and pay more," she added.
FBA is still "a good deal" for fast shipping even with the change, said Scott Needham, who has sold on Amazon for 13 years and is the CEO and founder of SmartScout, which provides market intelligence about Amazon to sellers.
Amazon's introduction of a bid system makes using FBA more complicated for sellers, who now have to calculate a winning offer to ship more of their inventory with the fastest shipping option, he said.
"I would rather that they just have an elevated cost" for sub-Same Day shipping and invite sellers to participate instead of using an option, Needham said.
That way, he said, "there's no game theory."
An Amazon fulfillment center near London JUSTIN TALLIS / AFP via Getty Images For some sellers, 'this is another fee'Sellers are likely to spend more on sub-Same Day delivery even without the bidding system, Hung said.
To meet faster shipping deadlines, sellers have to warehouse their products closer to customers — a move that usually means buying more inventory and keeping it in more Amazon facilities.
"Before, the same warehouse could serve Raleigh and Charlotte," Hung said. "Now, you need to have inventory in Raleigh and in Charlotte in order to have the 30-minute delivery window."
Amazon says that its sub-Same Day facilities stock about 100,000 products — a fraction of the millions found at the company's traditional fulfillment centers.
Third-party sellers have pointed to the rising costs of selling on Amazon over the last few years.
In April, some sellers staged a one-day Amazon ads boycott after the company began deducting ad costs directly from sales proceeds instead of letting them pay by credit card.
Some sellers are trying to increase sales on other platforms, such as TikTok Shop, where selling costs are lower, Hung said.
For anyone who wants to access the high sales volumes that Amazon provides, though, Amazon's request for bids is a new hurdle, she said.
"I roll my eyes, and I'm like, okay, this is another fee," Hung said.
Do you have a story idea about Amazon's shipping or third-party sellers? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
Amazon Shipping E-Commerce More Retail Logistics Exclusive
Envestnet Portfolio Solutions ve 2. čtvrtletí zvýšila podíl v Amazonu o 13,7 % na 517 750 akcií v hodnotě 123,38 mil. USD. Amazon je nyní 26. největší pozicí fondu.
Envestnet Portfolio Solutions Inc. lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 13.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 517,750 shares of the e-commerce giant’s stock after buying an additional 62,417 shares during the period. Amazon.com comprises 0.6% of Envestnet Portfolio Solutions Inc.’s investment portfolio, making the stock its 26th largest position. Envestnet Portfolio Solutions Inc.’s holdings in Amazon.com were worth $123,380,000 at the end of the most recent reporting period.
A number of other hedge funds also recently bought and sold shares of the company. Gryphon Financial Partners LLC lifted its stake in Amazon.com by 7.5% in the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock valued at $15,221,000 after acquiring an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. grew its stake in shares of Amazon.com by 1.7% during the 1st quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock worth $63,285,000 after acquiring an additional 5,104 shares in the last quarter. Narwhal Capital Management raised its holdings in shares of Amazon.com by 2.3% in the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock valued at $49,997,000 after purchasing an additional 4,854 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Amazon.com by 21.0% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock valued at $5,690,463,000 after purchasing an additional 4,275,942 shares during the last quarter. Finally, Blue Chip Partners LLC lifted its position in shares of Amazon.com by 1.8% in the first quarter. Blue Chip Partners LLC now owns 147,461 shares of the e-commerce giant’s stock worth $30,712,000 after purchasing an additional 2,583 shares in the last quarter. Institutional investors own 72.20% of the company’s stock.
Wall Street Analysts Forecast Growth AMZN has been the topic of several analyst reports. Mizuho set a $330.00 price target on shares of Amazon.com and gave the stock an “outperform” rating in a research report on Friday, July 31st. Robert W. Baird set a $310.00 target price on Amazon.com and gave the stock an “outperform” rating in a report on Friday, July 31st. Oppenheimer restated an “outperform” rating on shares of Amazon.com in a research note on Friday, July 31st. Jefferies Financial Group reaffirmed a “buy” rating on shares of Amazon.com in a research report on Thursday, June 18th. Finally, Royal Bank Of Canada increased their price objective on Amazon.com from $320.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $323.09.
Read Our Latest Research Report on Amazon.com Amazon.com Price Performance Shares of Amazon.com stock opened at $266.43 on Friday. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $287.20. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. The company has a 50-day simple moving average of $251.62 and a two-hundred day simple moving average of $240.45. The stock has a market capitalization of $2.87 trillion, a price-to-earnings ratio of 21.43, a price-to-earnings-growth ratio of 1.71 and a beta of 1.45.
Amazon.com (NASDAQ:AMZN – Get Free Report) last posted its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The firm had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. During the same quarter last year, the company earned $1.68 EPS. The company’s revenue was up 19.6% on a year-over-year basis. Analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year.
Key Stories Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Evercore raises target on agentic AI potential. Evercore ISI lifted its AMZN price target to $355 from $315.16 and maintained an Outperform rating. The firm believes agentic AI could improve retail growth and strengthen trends across Amazon Web Services (AWS), advertising and e-commerce. Why is Amazon stock surging 4% today Positive Sentiment: Expanded Nvidia partnership reinforces AI demand. Amazon plans to add 2 million Nvidia GPUs to its data centers in 2027–2028, bringing its announced commitment to roughly 3 million chips. The spending signals strong expected demand for AWS AI capacity and helped distinguish Amazon positively within the AI infrastructure sector. Amazon just tripled its order of Nvidia chips over surging demand Positive Sentiment: AWS and AI economics remain major growth catalysts. Reports cited approximately 37% AWS revenue growth to $42.2 billion in the second quarter, while Amazon’s AI and chip businesses each reached annualized revenue run rates above $25 billion. Analysts also highlighted solid retail profitability and long-term cloud adoption. Amazon Stock: AI Investment Gains Momentum as AWS Revenue Surges Positive Sentiment: New distribution and energy initiatives support the platform. Amazon plans to expand Prime Air drone delivery to nearly 500 U.S. cities by year-end, while new power-purchase agreements add 600 megawatts of carbon-free electricity and support data-center expansion. Amazon is about to six times its drone delivery footprint Neutral Sentiment: Amazon-backed Zoox is launching robotaxi service in San Francisco, creating a potential long-term growth option but adding an unproven business with significant execution requirements. Amazon-backed Zoox launches robotaxis in San Francisco Negative Sentiment: AI spending is raising return-on-investment concerns. The enlarged GPU commitment adds to an already substantial capital budget, prompting investors to question whether AWS demand and AI monetization will justify the cost. Amazon’s post-earnings gains have also partially faded, and billionaire Bill Ackman reportedly shifted from Amazon to Microsoft. Negative Sentiment: California litigation over alleged price-fixing remains an overhang, although a judge indicated the state’s request to block Amazon’s practices would likely be denied. Judge likely to deny California’s bid to stop Amazon’s alleged price fixing Insider Buying and Selling In other news, SVP David Zapolsky sold 9,258 shares of the company’s stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $259.77, for a total value of $2,404,950.66. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company’s stock, valued at $10,699,926.30. This represents a 18.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares of the company’s stock, valued at approximately $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 71,589 shares of company stock worth $18,580,205 in the last quarter. Corporate insiders own 8.90% of the company’s stock.
Amazon.com Company Profile (Free Report)
Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.
Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.
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Amazon letos plánuje kapitálové výdaje kolem 220 miliard USD, ale provozní zisk ve 2. čtvrtletí vzrostl o 43 % na 27,5 miliardy USD. Historie ukazuje, že samotné vysoké investice akcie netrestají, pokud zisk dál roste.
Amazon (AMZN +3.97%) is running the largest capital-spending program in its history. The company expects about $220 billion in capital expenditures this year, an estimate CEO Andy Jassy raised from $200 billion in July.
And the spending runs well past this year. On Aug. 26, Amazon Web Services (AWS) and Nvidia announced plans to put 2 million more Nvidia graphics processing units (GPUs) into AWS's infrastructure in 2027 and 2028, adding to plans to put more than 1 million GPUs in place starting in 2026, announced earlier this year.
So what has spending on this scale historically meant for the stock? Amazon has been here before, and the record is specific. In the past 15 years, the stock's two worst years were also years its bottom line went negative in the middle of a heavy investment stretch, and both were followed by enormous rebounds.
But the record holds exactly two instances. And the spending, on its own, was never what did the damage.
Image source: Getty Images.
The two bad yearsIn 2014, Amazon's capital expenditures reached $4.9 billion, up 42% year over year and about five times what the company spent in 2010. Sales still grew 20% to $89 billion. But operating income shrank to $178 million, and the company posted a net loss of $241 million. The stock fell 22% that year.
Then came 2015. Operating income rebounded more than tenfold to $2.2 billion, the company swung back to a profit, and the stock rose 118% -- its best year of the past 15.
The 2022 episode was bigger in every direction. Capital expenditures hit a then-record $58.3 billion, and even with revenue up 9% year over year, Amazon reported a $2.7 billion annual net loss. Operating income halved to $12.2 billion that year, and a $12.7 billion pre-tax valuation loss on the company's investment in Rivian Automotive dragged the bottom line into the red. The stock lost about half its value.
A year later, in 2023, net income came in at $30.4 billion, and the shares rebounded 81%.
Spending alone was never the signalAmazon's other heavy spending years (2021, 2024, and 2025) saw capital expenditures of $55.4 billion, $77.7 billion, and $128.3 billion. The stock's returns in those years: up 2%, up 44%, and up 5%. Uninspiring in two cases, but nothing like 2014 or 2022.
Notably, even a loss year wasn't automatically fatal. In 2012, Amazon reported a small net loss of $39 million while investing heavily, and the stock rose 45% anyway.
What set 2014 and 2022 apart is that the income statement stopped keeping up. Operating profit nearly disappeared in 2014 as the spending rose. In 2022, operating income halved while the Rivian write-down pushed the bottom line negative. When investors could still see earnings growing through a build-out, they kept paying for the build-out.
Which setup is 2026?On the cash-flow statement, today looks like the bad years. Amazon's trailing-12-month purchases of property and equipment, net of proceeds, have reached $169 billion -- up $66.1 billion from a year earlier, an increase the company attributes primarily to artificial intelligence (AI).
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Free cash flow has flipped negative: an outflow of $7.6 billion over the trailing 12 months, against an inflow of $18.2 billion the year before. That capital spending now runs at about 22% of trailing revenue, arguably a heavier weight than the company carried through 2014 or 2022.
On the income statement, however, today looks nothing like them. Operating income rose 43% year over year to $27.5 billion in the second quarter of 2026. AWS revenue grew 37% year over year last quarter, its fastest pace since 2021, after accelerating through the first half of the year. The profit erosion that marked both bad years is, so far, absent. Of course, that could change -- depreciation from the build-out may weigh on margins in the quarters ahead.
So, does the market pay for a build-out while it's happening, or only after it stops? Amazon's history answers both ways. It has paid right through the biggest spending years, whenever profits kept growing underneath them. It punished the two years profits vanished, then handed the stock two of its best years once they returned. So far, the market is paying right through this one: shares trade near $266 as of this writing, up about 15% in 2026.
In short, the number to watch from here isn't the size of the capital budget. It's whether operating income keeps climbing while the budget runs. I'd start worrying if that growth stalls. But two instances of history say the spending alone isn't a reason to sell, and I think they have it right.
Greenleaf Trust ve druhém čtvrtletí snížil podíl v Amazonu.com o 0,9 % a prodal 4 126 akcií. Po prodeji držel 461 920 akcií v hodnotě 110,094 milionu USD.
Greenleaf Trust trimmed its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 0.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 461,920 shares of the e-commerce giant’s stock after selling 4,126 shares during the period. Amazon.com makes up approximately 1.1% of Greenleaf Trust’s holdings, making the stock its 9th largest holding. Greenleaf Trust’s holdings in Amazon.com were worth $110,094,000 at the end of the most recent reporting period.
Other large investors have also recently added to or reduced their stakes in the company. Gryphon Financial Partners LLC increased its position in shares of Amazon.com by 7.5% during the 1st quarter. Gryphon Financial Partners LLC now owns 73,085 shares of the e-commerce giant’s stock worth $15,221,000 after purchasing an additional 5,125 shares in the last quarter. First Citizens Bank & Trust Co. grew its stake in Amazon.com by 1.7% during the first quarter. First Citizens Bank & Trust Co. now owns 303,862 shares of the e-commerce giant’s stock worth $63,285,000 after buying an additional 5,104 shares during the last quarter. Narwhal Capital Management grew its stake in Amazon.com by 2.3% during the fourth quarter. Narwhal Capital Management now owns 216,606 shares of the e-commerce giant’s stock worth $49,997,000 after buying an additional 4,854 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Amazon.com by 21.0% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 24,653,228 shares of the e-commerce giant’s stock worth $5,690,463,000 after buying an additional 4,275,942 shares in the last quarter. Finally, Blue Chip Partners LLC increased its holdings in shares of Amazon.com by 1.8% during the first quarter. Blue Chip Partners LLC now owns 147,461 shares of the e-commerce giant’s stock worth $30,712,000 after buying an additional 2,583 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.
Amazon.com Trading Up 4.0% Shares of AMZN opened at $266.43 on Friday. The company has a quick ratio of 0.87, a current ratio of 1.03 and a debt-to-equity ratio of 0.23. Amazon.com, Inc. has a 12-month low of $196.00 and a 12-month high of $287.20. The firm has a market capitalization of $2.87 trillion, a PE ratio of 21.43, a price-to-earnings-growth ratio of 1.77 and a beta of 1.45. The stock’s fifty day simple moving average is $251.62 and its 200-day simple moving average is $240.45.
Amazon.com (NASDAQ:AMZN – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $3.93. The firm had revenue of $200.61 billion during the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company’s revenue was up 19.6% on a year-over-year basis. During the same period last year, the company earned $1.68 earnings per share. As a group, research analysts predict that Amazon.com, Inc. will post 8.05 earnings per share for the current year. Insider Buying and Selling In other Amazon.com news, CEO Matthew S. Garman sold 14,541 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $259.06, for a total value of $3,766,991.46. Following the transaction, the chief executive officer directly owned 17,794 shares of the company’s stock, valued at approximately $4,609,713.64. This trade represents a 44.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,362 shares of Amazon.com stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the sale, the chief executive officer directly owned 476,681 shares of the company’s stock, valued at $123,465,145.81. This represents a 1.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 71,589 shares of company stock worth $18,580,205. 8.90% of the stock is currently owned by company insiders.
Key Headlines Impacting Amazon.com Here are the key news stories impacting Amazon.com this week:
Positive Sentiment: Evercore raises target on agentic AI potential. Evercore ISI lifted its AMZN price target to $355 from $315.16 and maintained an Outperform rating. The firm believes agentic AI could improve retail growth and strengthen trends across Amazon Web Services (AWS), advertising and e-commerce. Why is Amazon stock surging 4% today Positive Sentiment: Expanded Nvidia partnership reinforces AI demand. Amazon plans to add 2 million Nvidia GPUs to its data centers in 2027–2028, bringing its announced commitment to roughly 3 million chips. The spending signals strong expected demand for AWS AI capacity and helped distinguish Amazon positively within the AI infrastructure sector. Amazon just tripled its order of Nvidia chips over surging demand Positive Sentiment: AWS and AI economics remain major growth catalysts. Reports cited approximately 37% AWS revenue growth to $42.2 billion in the second quarter, while Amazon’s AI and chip businesses each reached annualized revenue run rates above $25 billion. Analysts also highlighted solid retail profitability and long-term cloud adoption. Amazon Stock: AI Investment Gains Momentum as AWS Revenue Surges Positive Sentiment: New distribution and energy initiatives support the platform. Amazon plans to expand Prime Air drone delivery to nearly 500 U.S. cities by year-end, while new power-purchase agreements add 600 megawatts of carbon-free electricity and support data-center expansion. Amazon is about to six times its drone delivery footprint Neutral Sentiment: Amazon-backed Zoox is launching robotaxi service in San Francisco, creating a potential long-term growth option but adding an unproven business with significant execution requirements. Amazon-backed Zoox launches robotaxis in San Francisco Negative Sentiment: AI spending is raising return-on-investment concerns. The enlarged GPU commitment adds to an already substantial capital budget, prompting investors to question whether AWS demand and AI monetization will justify the cost. Amazon’s post-earnings gains have also partially faded, and billionaire Bill Ackman reportedly shifted from Amazon to Microsoft. Negative Sentiment: California litigation over alleged price-fixing remains an overhang, although a judge indicated the state’s request to block Amazon’s practices would likely be denied. Judge likely to deny California’s bid to stop Amazon’s alleged price fixing Wall Street Analyst Weigh In Several brokerages have recently commented on AMZN. Rosenblatt Securities initiated coverage on Amazon.com in a report on Thursday, August 20th. They issued a “buy” rating and a $335.00 target price on the stock. Cantor Fitzgerald reiterated an “overweight” rating and issued a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Raymond James Financial reissued an “outperform” rating and issued a $390.00 price objective (up from $280.00) on shares of Amazon.com in a research note on Friday, July 31st. TD Cowen restated a “buy” rating and set a $350.00 target price (up from $340.00) on shares of Amazon.com in a report on Friday, July 31st. Finally, Citizens Jmp restated a “market outperform” rating and issued a $315.00 target price on shares of Amazon.com in a research note on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $323.09.
Check Out Our Latest Analysis on AMZN
About Amazon.com (Free Report)
Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.
Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.
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Amazon staví růst na AWS: ve 2. čtvrtletí tržby divize meziročně vzrostly o 37 % a provozní marže dosáhla 39 %. AWS navíc tvořilo 60 % provozního zisku Amazonu.
There are multiple reasons to buy Amazon (AMZN +3.97%) stock, but I think I've identified the single reason why Amazon is one of the best stocks to buy now. It all comes down to how rapidly its Amazon Web Services (AWS) division is growing, and the effect that it has on the overall business.
Most investors underestimate the effect AWS' soaring growth has on the company, but I think it makes for a top reason why Amazon will crush the market over the next few years.
Image source: The Motley Fool.
AWS' operating margin is a huge boost for Amazon Most people think of Amazon's e-commerce business when they think about the company. That makes sense, since that's the most public-facing part of the business. But when you examine the financials, it's really not that great of a business to be in. Commerce is a notoriously hard industry due to razor-thin margins.
Amazon's North American commerce division generated $116 billion in revenue during the second quarter, but only produced $9.1 billion in operating income. That's a 7.8% margin, which may be good for commerce, but it's nothing compared to Amazon's cloud computing division.
During Q2, AWS' operating margin was an impressive 39%. So, for each dollar that comes in through each of these businesses, AWS makes about 5 times more profit. In fact, 60% of Amazon's operating income came from AWS in Q2. AWS is clearly the most important part of its business, and with revenue growth rapidly accelerating, it looks like a phenomenal investment to make now.
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In Q2, AWS' revenue increased by 37% year over year. That's likely to continue, as Amazon has poured hundreds of billions of dollars into building out new data centers for increased computing capacity. As those come online, expect AWS' revenue to jump, bringing Amazon's operating profits along with it. Because AWS is a smaller part of Amazon's overall business, Amazon will grow its operating profits at a faster pace than revenue, making it a hidden way Amazon will outperform the market moving forward.
I think there's a strong chance that Amazon will be one of the top-performing stocks over the next five years as more computing capacity comes online and AWS usage explodes higher. Now is the perfect time to scoop up shares, as most of the market is unaware of what's coming down the pipeline for Amazon's stock.
Cardinal Capital Management Inc. raised its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 4.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 79,815 shares of the software giant’s stock after buying an additional 3,163 shares during the period. Cardinal Capital Management Inc.’s holdings in Microsoft were worth $29,773,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC raised its stake in shares of Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after acquiring an additional 20 shares during the last quarter. Fischer Investment Strategies LLC raised its stake in shares of Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after acquiring an additional 21 shares during the last quarter. Pollock Investment Advisors LLC lifted its position in shares of Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC lifted its position in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after purchasing an additional 21 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.
Analysts Set New Price Targets A number of brokerages recently weighed in on MSFT. The Goldman Sachs Group reissued a “buy” rating and issued a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. CLSA reiterated an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Wells Fargo & Company lifted their target price on Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a research note on Wednesday, August 12th. Barclays dropped their target price on Microsoft from $545.00 to $512.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Finally, Piper Sandler raised their price target on Microsoft from $540.00 to $550.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $560.27.
View Our Latest Stock Report on MSFT Insider Activity In other news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 37,310 shares of company stock worth $17,256,219. Corporate insiders own 0.03% of the company’s stock.
Microsoft Stock Up 1.7% Shares of Microsoft stock opened at $513.53 on Friday. The business has a fifty day simple moving average of $430.87 and a 200 day simple moving average of $412.45. The stock has a market cap of $3.81 trillion, a PE ratio of 28.59, a price-to-earnings-growth ratio of 1.63 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the firm earned $3.65 EPS. Research analysts predict that Microsoft Corporation will post 19.59 EPS for the current year.
Microsoft Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.
Key Microsoft News Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next? Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now Microsoft Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Featured Articles Five stocks we like better than Microsoft 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude? Okta Stock Surges 29%—Is $200 the Next Stop?
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Canvas Wealth Advisors ve 2. čtvrtletí zvýšila podíl v Microsoftu o 13,1 % a nakoupila dalších 9 568 akcií. Po nákupu držela 82 424 akcií v hodnotě 30,746 milionu USD.
Canvas Wealth Advisors LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 13.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 82,424 shares of the software giant’s stock after purchasing an additional 9,568 shares during the quarter. Microsoft accounts for approximately 4.3% of Canvas Wealth Advisors LLC’s holdings, making the stock its 5th biggest position. Canvas Wealth Advisors LLC’s holdings in Microsoft were worth $30,746,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft during the fourth quarter worth about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $36,000. Fairway Wealth LLC grew its position in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth approximately $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.
Insiders Place Their Bets In related news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 37,310 shares of company stock valued at $17,256,219. Insiders own 0.03% of the company’s stock.
Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week: Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next? Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now Microsoft Price Performance MSFT opened at $513.53 on Friday. The company’s 50 day simple moving average is $430.87 and its 200 day simple moving average is $412.45. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock has a market capitalization of $3.81 trillion, a PE ratio of 28.59, a P/E/G ratio of 1.63 and a beta of 1.11.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.65 earnings per share. As a group, sell-side analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.
Microsoft Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 20.27%.
Analysts Set New Price Targets MSFT has been the topic of a number of recent research reports. Wolfe Research reaffirmed an “outperform” rating and issued a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Stifel Nicolaus raised their price target on Microsoft from $400.00 to $450.00 and gave the stock a “hold” rating in a research report on Thursday, July 30th. Wells Fargo & Company boosted their price target on Microsoft from $650.00 to $700.00 and gave the stock an “overweight” rating in a report on Wednesday, August 12th. Evercore set a $528.00 price objective on Microsoft in a research report on Thursday, July 30th. Finally, BNP Paribas Exane decreased their price objective on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $560.27.
View Our Latest Stock Analysis on MSFT
About Microsoft (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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Annex Advisory Services LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 235,346 shares of the software giant’s stock after selling 3,595 shares during the quarter. Microsoft makes up approximately 1.5% of Annex Advisory Services LLC’s holdings, making the stock its 19th biggest position. Annex Advisory Services LLC’s holdings in Microsoft were worth $87,789,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the 4th quarter worth approximately $36,000. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft in the fourth quarter valued at $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes Several equities research analysts recently weighed in on MSFT shares. Guggenheim restated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research report on Monday, July 27th. Arete Research lifted their price objective on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Oppenheimer restated an “outperform” rating and issued a $515.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Wells Fargo & Company upped their target price on shares of Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Finally, UBS Group set a $525.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $560.27.
Read Our Latest Analysis on MSFT Insider Activity In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,310 shares of company stock valued at $17,256,219 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.
Microsoft Stock Up 1.7% Shares of NASDAQ MSFT opened at $513.53 on Friday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The firm has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 28.59, a PEG ratio of 1.63 and a beta of 1.11. The stock has a 50 day moving average price of $430.87 and a 200 day moving average price of $412.45. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the business posted $3.65 EPS. Microsoft’s quarterly revenue was up 17.7% on a year-over-year basis. Sell-side analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.
Microsoft Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.
Microsoft News Roundup Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next? Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now About Microsoft (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
See Also Five stocks we like better than Microsoft 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude? Okta Stock Surges 29%—Is $200 the Next Stop?
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Microsoft uvedl, že Azure ve 4. fiskálním čtvrtletí meziročně zvýšil tržby o 43 %. Firma těží z rostoucí poptávky po cloudových službách a investicích do AI.
Microsoft (MSFT +1.68%) has been nearly dead money so far in 2026. It's up around 4% year to date, but only thanks to a surge in recent days and months. Prior to the company reporting its earnings results for the fourth quarter of fiscal year 2026 (which ended June 30), the stock was down by more than 20% for the year. That quarterly report jump-started Microsoft's stock, but it's still down by more than 5% from the all-time high it established last year around this time.
Can Microsoft reach a new all-time high before 2026 is over? I think it can, and it's all because of Azure.
Image source: Getty Images.
Microsoft's cloud revenue growth is impressive Microsoft is one of the big four hyperscalers, and it has spent hundreds of billions of dollars in recent years on AI data centers. While it's not the biggest spender of the four, it has still been laying out a ton on capital expenditures, and the fruits of those investments are starting to show up in its results. Azure, Microsoft's cloud computing platform, saw revenue growth of 43% year over year in fiscal Q4.
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As more of Microsoft's new data centers come online, Azure's revenue will rise due to increased supply. There's a ton of demand out there right now for cloud computing power, and with Azure being one of the largest cloud computing providers -- it boasts a 21% market share -- it will benefit.
Microsoft's Copilot product is also being widely adopted, with over 30 million paid seats. All of this shows that Microsoft's AI plans are working out, which suggests that it's only a matter of time before the stock rises to a new all-time high.
Additionally, on a forward price-to-earnings basis, Microsoft's stock is trading below where it normally does. For the past three years, Microsoft has averaged a valuation of about 29 times forward earnings. Now, it trades for 25.6.
MSFT PE Ratio (Forward) data by YCharts.
If all Microsoft did was rise from its current valuation to its average one, the stock would rise by more than 10%, which would put it at a new all-time high. So, I think it's well within Microsoft's grasp to achieve a new record share price before 2026 is over, but is that a good enough reason to buy the stock?
Microsoft is a solid AI stock pick, but I think there are better ones out there. The time to buy Microsoft was in July, not now. I think there are several other stocks that are growing faster and are more attractive than Microsoft, and even though it's in line to set a new all-time high, I'm not sure whether it can deliver impressive returns after that. As a result, I'm passing on Microsoft and looking at other top AI stock picks instead.
Arini Capital Management ve 2. čtvrtletí koupila 15 000 akcií Advanced Micro Devices za zhruba 8,714 milionu USD. AMD je nyní 13. největší pozicí fondu.
Arini Capital Management Ltd acquired a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 15,000 shares of the semiconductor manufacturer’s stock, valued at approximately $8,714,000. Advanced Micro Devices makes up 0.9% of Arini Capital Management Ltd’s investment portfolio, making the stock its 13th largest holding.
Several other large investors have also recently added to or reduced their stakes in the business. Sarver Vrooman Wealth Advisors purchased a new position in Advanced Micro Devices in the 4th quarter valued at approximately $27,000. Cornerstone Financial Management LLC purchased a new stake in shares of Advanced Micro Devices during the fourth quarter worth $27,000. Basepoint Wealth LLC purchased a new stake in shares of Advanced Micro Devices during the fourth quarter worth $30,000. Graney & King LLC acquired a new stake in shares of Advanced Micro Devices in the first quarter valued at $31,000. Finally, Main Street Group LTD acquired a new stake in shares of Advanced Micro Devices in the first quarter valued at $33,000. 71.34% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades Several research analysts recently commented on AMD shares. JPMorgan Chase & Co. boosted their target price on Advanced Micro Devices from $385.00 to $550.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 5th. Bank of America increased their price target on Advanced Micro Devices from $550.00 to $620.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Mizuho boosted their price objective on Advanced Micro Devices from $615.00 to $625.00 and gave the stock an “outperform” rating in a research report on Monday, July 27th. Weiss Ratings restated a “hold (c+)” rating on shares of Advanced Micro Devices in a research note on Monday, August 3rd. Finally, TD Cowen restated a “buy” rating on shares of Advanced Micro Devices in a research note on Wednesday, August 5th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $553.72.
Check Out Our Latest Report on Advanced Micro Devices Insider Transactions at Advanced Micro Devices In related news, EVP Jean X. Hu sold 15,000 shares of the stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total value of $7,111,200.00. Following the transaction, the executive vice president directly owned 160,979 shares of the company’s stock, valued at $76,316,924.32. This trade represents a 8.52% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 28,811 shares of Advanced Micro Devices stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $471.87, for a total transaction of $13,595,046.57. Following the sale, the executive vice president owned 1,261,461 shares in the company, valued at $595,245,602.07. This represents a 2.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 241,203 shares of company stock worth $114,011,942. Insiders own 0.50% of the company’s stock.
Trending Headlines about Advanced Micro Devices Here are the key news stories impacting Advanced Micro Devices this week:
Positive Sentiment: AI demand and product roadmap remain strong: AMD’s previously announced rack-scale platforms and server products are moving closer to deployment, supporting expectations for continued data-center growth. Recent results showed revenue up 50% year over year to $11.54 billion, while management guided to roughly $13 billion in third-quarter revenue. AMD stock ran its published roadmap Positive Sentiment: Strategic Nutanix partnership broadens AMD’s AI offering: AMD’s equity investment and joint development agreement with Nutanix could help deliver integrated, open AI inference systems that compete with Nvidia’s software-centric platform. AMD and Nutanix strategic partnership Neutral Sentiment: Analyst comparisons favor rivals on risk-reward: Commentary argues Broadcom offers better diversification and a lower valuation, while Nvidia’s stronger profitability, CUDA ecosystem and recent outperformance give it an advantage over AMD. These comparisons may limit enthusiasm despite AMD’s growth prospects. Broadcom versus AMD risk-reward comparison Negative Sentiment: Potential tariffs increase cost and supply-chain risk: Reports that the administration may extend semiconductor tariffs to products containing chips, including data-center servers, have raised concerns about higher costs and disrupted hardware supply chains. Why AMD stock is sliding Negative Sentiment: Profit-taking and selling activity weigh on sentiment: ARK Invest sold approximately $18 million of AMD shares while reallocating capital to Broadcom and Cerebras. AMD EVP Jean Hu also sold $7.1 million of stock under a pre-arranged Rule 10b5-1 plan, although she retained a substantial position. Cathie Wood sold AMD stock Advanced Micro Devices Stock Performance Shares of AMD opened at $465.58 on Friday. The stock has a 50 day moving average price of $505.66 and a 200 day moving average price of $384.43. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The company has a market capitalization of $760.05 billion, a price-to-earnings ratio of 119.69 and a beta of 2.48. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion for the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm’s revenue was up 50.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.48 earnings per share. Research analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.
(Free Report)
Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.
Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.
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Canada Pension Plan Investment Board ve 2. čtvrtletí zvýšil podíl v Advanced Micro Devices o 28,1 % na 4 405 819 akcií. AMD tak tvoří asi 1,4 % jeho portfolia.
Canada Pension Plan Investment Board boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 28.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,405,819 shares of the semiconductor manufacturer’s stock after acquiring an additional 967,533 shares during the period. Advanced Micro Devices accounts for about 1.4% of Canada Pension Plan Investment Board’s investment portfolio, making the stock its 13th largest position. Canada Pension Plan Investment Board owned about 0.27% of Advanced Micro Devices worth $2,559,384,000 at the end of the most recent reporting period.
Other hedge funds have also modified their holdings of the company. Luminist Capital LLC bought a new stake in shares of Advanced Micro Devices during the 2nd quarter valued at $46,000. BOK Financial Private Wealth Inc. purchased a new position in shares of Advanced Micro Devices during the 2nd quarter valued at $53,000. Toews Corp ADV bought a new position in Advanced Micro Devices in the 2nd quarter worth $66,000. Cornerstone Financial Management LLC bought a new position in Advanced Micro Devices in the 4th quarter worth $27,000. Finally, Sarver Vrooman Wealth Advisors purchased a new stake in Advanced Micro Devices in the 4th quarter worth $27,000. 71.34% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth AMD has been the topic of a number of recent analyst reports. William Blair reissued a “market perform” rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Truist Financial upped their price objective on Advanced Micro Devices from $478.00 to $594.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Oppenheimer cut Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research report on Wednesday, May 6th. Zacks Research raised Advanced Micro Devices from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 3rd. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Advanced Micro Devices in a report on Monday, August 3rd. Four investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Advanced Micro Devices currently has an average rating of “Moderate Buy” and an average price target of $553.72.
Read Our Latest Stock Analysis on Advanced Micro Devices Trending Headlines about Advanced Micro Devices Here are the key news stories impacting Advanced Micro Devices this week:
Positive Sentiment: AI demand and product roadmap remain strong: AMD’s previously announced rack-scale platforms and server products are moving closer to deployment, supporting expectations for continued data-center growth. Recent results showed revenue up 50% year over year to $11.54 billion, while management guided to roughly $13 billion in third-quarter revenue. AMD stock ran its published roadmap Positive Sentiment: Strategic Nutanix partnership broadens AMD’s AI offering: AMD’s equity investment and joint development agreement with Nutanix could help deliver integrated, open AI inference systems that compete with Nvidia’s software-centric platform. AMD and Nutanix strategic partnership Neutral Sentiment: Analyst comparisons favor rivals on risk-reward: Commentary argues Broadcom offers better diversification and a lower valuation, while Nvidia’s stronger profitability, CUDA ecosystem and recent outperformance give it an advantage over AMD. These comparisons may limit enthusiasm despite AMD’s growth prospects. Broadcom versus AMD risk-reward comparison Negative Sentiment: Potential tariffs increase cost and supply-chain risk: Reports that the administration may extend semiconductor tariffs to products containing chips, including data-center servers, have raised concerns about higher costs and disrupted hardware supply chains. Why AMD stock is sliding Negative Sentiment: Profit-taking and selling activity weigh on sentiment: ARK Invest sold approximately $18 million of AMD shares while reallocating capital to Broadcom and Cerebras. AMD EVP Jean Hu also sold $7.1 million of stock under a pre-arranged Rule 10b5-1 plan, although she retained a substantial position. Cathie Wood sold AMD stock Advanced Micro Devices Stock Down 2.3% Shares of AMD stock opened at $465.58 on Friday. The company’s fifty day simple moving average is $505.66 and its two-hundred day simple moving average is $384.43. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The stock has a market cap of $760.05 billion, a P/E ratio of 119.69 and a beta of 2.48. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03.
Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.04. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The firm had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. During the same quarter last year, the business posted $0.48 earnings per share. The business’s quarterly revenue was up 50.1% compared to the same quarter last year. Analysts predict that Advanced Micro Devices, Inc. will post 6.44 EPS for the current fiscal year.
Insider Buying and Selling In related news, EVP Forrest Eugene Norrod sold 17,261 shares of the stock in a transaction that occurred on Monday, August 24th. The stock was sold at an average price of $459.95, for a total transaction of $7,939,196.95. Following the completion of the transaction, the executive vice president directly owned 373,317 shares of the company’s stock, valued at approximately $171,707,154.15. This represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ava Hahn sold 2,993 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $488.69, for a total value of $1,462,649.17. Following the transaction, the senior vice president owned 26,623 shares of the company’s stock, valued at $13,010,393.87. This represents a 10.11% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 241,203 shares of company stock valued at $114,011,942 in the last ninety days. Company insiders own 0.50% of the company’s stock.
Advanced Micro Devices Company Profile (Free Report)
Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.
Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.
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AMD, Cisco a HUMAIN spustily v Saúdské Arábii produkční infrastrukturu pro AI poháněnou čipy AMD Instinct MI355X. Další fáze počítá s nasazením až 250 MW od roku 2027 a do roku 2030 až 1 GW.
HUMAIN is now delivering production AI compute in Saudi Arabia powered by AMD Instinct™ MI355X GPUs, AMD EPYC™ CPUs and Cisco Silicon One-based AI networking to deliver the performance, scale and resilience necessary for next-generation workloads. AMD, Cisco and HUMAIN plan to deploy up to 250 MW of AI infrastructure as part of the next phase of the buildout beginning in 2027.Driven by strong customer demand, the AMD, Cisco and HUMAIN joint venture remains on track to deploy up to 1 GW of AI infrastructure by 2030.
RIYADH, Saudi Arabia, Aug. 31, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD), Cisco (NASDAQ: CSCO) and HUMAIN, a PIF company delivering full-stack AI solutions, today announced that AMD Instinct MI355X GPU-based AI infrastructure built on Cisco Silicon One-based AI networking is now live in Saudi Arabia and serving HUMAIN customers in the Kingdom and beyond.
The production deployment, powered by AMD Instinct MI355X GPUs, AMD EPYC CPUs and Cisco’s critical networking infrastructure, marks an important milestone in AMD, Cisco and HUMAIN’s work to build an open, large-scale AI platform in Saudi Arabia. Built on Cisco Silicon One and Cisco 800G optics, the Cisco N9000 Series platform interconnects the MI355X GPUs in an AI-optimized fabric designed for scale, low latency and operational resilience, enabling HUMAIN to offer GPU-as-a-service across a wide range of use cases, from model training to inferencing.
Expanding on this foundation, AMD, Cisco and HUMAIN plan to deploy up to 250 MW of AI infrastructure powered by AMD Instinct MI400 Series GPUs, AMD EPYC CPUs and AMD ROCm™ open software, together with Cisco networking and critical infrastructure, through the companies’ previously announced joint venture. Deployment is planned to begin in 2027, with capacity expected to start coming online in the second half of the year.
This next phase of the companies’ previously announced joint venture will significantly expand Saudi Arabia’s AI capacity. Driven by strong customer demand, the joint venture remains on track to deploy up to 1 GW of AI infrastructure by 2030.
“Bringing AMD Instinct systems online in Saudi Arabia is an important milestone in our work with HUMAIN,” said Dr. Lisa Su, chair and CEO, AMD. “Together, we are building an open, high-performance AI platform that is serving customers today and will scale significantly in the coming years. With AMD Instinct GPUs, EPYC CPUs and ROCm open software at the foundation, we are expanding the compute capacity needed to advance AI innovation across the Kingdom and globally.”
“Putting this infrastructure into production demonstrates HUMAIN’s ability to build, operate and deliver advanced AI infrastructure at scale,” said Tareq Amin, CEO, HUMAIN. “Demand for sovereign, high-performance AI infrastructure continues to grow, and together with AMD and Cisco, we are expanding Saudi Arabia’s role as a platform serving customers across the Kingdom, the region and globally.”
“The true power of AI lies in its potential to solve some of the world’s most complex challenges,” said Chuck Robbins, chair and CEO, Cisco. “The region is moving quickly from AI investment to delivery, and through our work with HUMAIN and AMD, Cisco is building the critical infrastructure to make AI vision a reality – in the Kingdom and beyond.”
Building an Open Platform for Sovereign AI
The collaboration is designed to give governments, enterprises, research institutions and developers access to advanced AI capabilities through a platform that brings together open models, open software and locally operated infrastructure.
The platform will give customers greater control over where their data resides, how their models are customized, and how their AI systems are deployed and governed. The AMD high-performance AI compute platforms and open software ecosystem deliver the flexible foundation, while the Cisco network architecture is designed to be open and interoperable, giving customers visibility and centralized control over the environment as capacity scales. This approach will enable organizations to build AI capabilities aligned with their languages, cultures, regulatory requirements and national priorities.
Together, AMD, Cisco and HUMAIN plan to deliver the performance, scale and openness required by AI labs, model providers, enterprises and developers, bringing a new generation of sovereign AI capabilities to Saudi Arabia and the broader global market.
Supporting Resources
Learn more about AMD Instinct GPUsLearn more about AMD ROCm software Follow AMD on LinkedIn Follow AMD on X About AMD
AMD (NASDAQ: AMD) drives innovation in high-performance and AI computing to solve the world’s most important challenges. Today, AMD technology powers billions of experiences across cloud and AI infrastructure, embedded systems, AI PCs and gaming. With a broad portfolio of AI-optimized CPUs, GPUs, networking and software, AMD delivers full-stack AI solutions that provide the performance and scalability needed for a new era of intelligent computing. Learn more at www.amd.com.
About HUMAIN
HUMAIN, a PIF company, is a global artificial intelligence company delivering full-stack AI capabilities across four core areas: next-generation data centers; hyper-performance infrastructure and cloud platforms; advanced AI models, including some of the world's most advanced Arabic large language models developed in the Arab world; and transformative AI solutions that combine deep sector insight with real-world execution.
HUMAIN's end-to-end model serves both public and private sector organizations, unlocking value across industries, driving digital transformation, and strengthening capabilities through human–AI collaboration. With a growing portfolio of sector-specific AI products and a core mission focused on intellectual property development and global talent leadership, HUMAIN is engineered for international competitiveness and technological excellence.
About Cisco
Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all. Discover more on The Newsroom and follow us on X at @Cisco.
Cisco and the Cisco logo are trademarks or registered trademarks of Cisco and/or its affiliates in the U.S. and other countries. A listing of Cisco’s trademarks can be found at http://www.cisco.com/go/trademarks. Third-party trademarks mentioned are the property of their respective owners. The use of the word ‘partner’ does not imply a partnership relationship between Cisco and any other company.
AMD Cautionary Statement
This press release contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the expected benefits of AMD’s joint venture with Cisco and HUMAIN; the expected plans to deploy 1GW of AMD AI infrastructure by 2030; and the ability of AMD to provide its AMD AI infrastructure, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this press release are based on current beliefs, assumptions and expectations, speak only as of the date of this press release and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and are generally beyond AMD's control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: impact of government actions and regulations such as export regulations, national-security-based regulations, import tariffs, trade protection measures, and licensing requirements; competitive markets in which AMD’s products are sold; the cyclical nature of the semiconductor industry; market conditions of the industries in which AMD products are sold; AMD’s ability to introduce products on a timely basis with expected features and performance levels; loss of a significant customer; economic and market uncertainty; quarterly and seasonal sales patterns; AMD's ability to adequately protect its technology or other intellectual property; unfavorable currency exchange rate fluctuations; ability of third party manufacturers to manufacture AMD's products on a timely basis in sufficient quantities and using competitive technologies; availability of essential equipment, materials, components (such as memory supply), substrates or manufacturing processes; ability to achieve expected manufacturing yields for AMD’s products; AMD's ability to generate revenue from its semi-custom SoC products; potential security vulnerabilities; potential security incidents including IT outages, data loss, data breaches and cyberattacks; uncertainties involving the ordering and shipment of AMD’s products; AMD’s reliance on third-party intellectual property to design and introduce new products; AMD's reliance on third-party companies for design, manufacture and supply of motherboards, software, memory and other computer platform components; AMD's reliance on Microsoft and other software vendors' support to design and develop software to run on AMD’s products; AMD’s reliance on third-party distributors and add-in-board partners; impact of modification or interruption of AMD’s internal business processes and information systems; compatibility of AMD’s products with some or all industry-standard software and hardware; costs related to defective products; failure to maintain an efficient supply chain as customer demand changes; AMD's ability to rely on third party supply-chain logistics functions; AMD’s ability to effectively control sales of its products on the gray market; impact of climate change on AMD’s business; AMD’s ability to realize its deferred tax assets; potential tax liabilities; current and future claims and litigation; impact of environmental laws, conflict minerals related provisions and other laws or regulations; evolving expectations from governments, investors, customers and other stakeholders regarding corporate responsibility matters; issues related to the responsible use of AI; restrictions imposed by agreements governing AMD’s notes, the guarantees of Xilinx’s notes and the revolving credit agreement; AMD’s ability to satisfy financial obligations under guarantees, leases and other commercial commitments; impact of acquisitions, joint ventures and/or investments on AMD’s business and AMD’s ability to integrate acquired businesses; impact of any impairment of the combined company’s assets; political, legal and economic risks and natural disasters; future impairments of technology license purchases; AMD’s ability to attract and retain key employees; and AMD’s stock price volatility. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q.
Cisco Forward-Looking Statements
This press release may be deemed to contain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements include, among others, statements regarding Cisco's or the joint venture’s future business performance, strategies, or expectations, including the anticipated timing, consummation and expected benefits of the joint venture. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results due to a variety of factors, including, among other things, the ability of Cisco or the joint venture to achieve expected benefits of their investments, business and economic conditions and growth trends, increased competition, global economic conditions and uncertainties in the geopolitical environment and other risk factors set forth in Cisco's most recent reports on Form 10-K and 10-Q, respectively. Any forward-looking statements in this release are based on limited information currently available to Cisco, which is subject to change, and Cisco will not necessarily update the information.
Alibaba zvýšila tržby z AI cloudu a výpočetních služeb ve fiskálním 1. čtvrtletí o 45 % na 48,4 miliardy jüanů. Zároveň kapitálové výdaje vyskočily o 75 % na 67,7 miliardy jüanů a volný peněžní tok se dostal do záporu.
For years, investors knew the company primarily as China's e-commerce giant, with Taobao and Tmall at the center of its business. But Alibaba is now pouring billions of dollars into artificial intelligence (AI), building cloud infrastructure, developing its own AI models, and even investing in AI chips.
The transformation is starting to show up in the numbers.
In its fiscal 2027 first quarter, which ended June 30, Alibaba's AI cloud and compute services revenue jumped 45% year over year to 48.4 billion yuan (about $7.2 billion). But there's a catch: Capital spending surged 75% to 67.7 billion yuan ($10.1 billion), pushing free cash flow into negative territory.
So, is Alibaba a buy now? Investors should focus on one major green flag and one red flag.
Image source: Getty Images.
Green flag: AI is becoming a real business For years, Alibaba's AI ambitions were mostly a promise.
The company had Qwen, its family of large language models. It had Alibaba Cloud. And it had ambitious plans to invest heavily in AI infrastructure. But investors still needed proof that businesses would actually pay for these services.
That proof is beginning to emerge. Alibaba's AI cloud and compute services revenue grew 45% year over year in the latest quarter. That's impressive growth for a business already generating billions of dollars in quarterly revenue. Even more encouraging, adjusted earnings before interest, taxes, and amortization (EBITA) for the segment jumped 133%.
In simple terms, Alibaba isn't just getting more customers to use its AI services. It's also starting to make more money from the AI business as it grows.
That's important because cloud computing can become more profitable as infrastructure gets used more efficiently. Once the expensive data centers and computing systems are in place, additional revenue can flow through at higher margins -- an effect enabled by operating leverage.
Alibaba is also building an ecosystem around Qwen, its AI model family. Developers can use Qwen to build their own applications, while Alibaba provides the computing power and software tools needed to run them.
Think of it this way: Qwen attracts developers. Alibaba AI Cloud provides the infrastructure. If that flywheel continues to work, Alibaba could build a much larger and more valuable cloud business over time.
And there are already signs that this is happening. Alibaba said AI-related product revenue has grown at triple-digit percentage rates for 12 consecutive quarters, while Alibaba Cloud ranked first in China's AI cloud market, with a 38.1% market share.
For investors, this is the most encouraging part of Alibaba's transformation. AI is no longer just an investment story. It's starting to become a profit story.
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Red flag: The AI opportunity doesn't come cheap Here's the problem.
Alibaba is spending an enormous amount of money in pursuit of the AI opportunity.
Capital expenditures jumped 75% year over year to 68 billion yuan ($10.1 billion) in the latest quarter, and free cash flow turned negative. In other words, Alibaba is spending heavily today in the hope of generating much larger returns tomorrow.
While the conglomerate has historically relied on profits from its flagship e-commerce business to fund these investments, it may eventually turn to external funds for two reasons.
First, the e-commerce business itself is burning huge amounts of profits to expand into the instant commerce segment. While there are signs that this investment period is nearing its end, as evidenced by the recovery in its EBITA, there is no guarantee that Alibaba won't ramp it back up in the future.
Second, Alibaba has committed to spending approximately 380 billion yuan on AI and cloud infrastructure through 2029. So, while its capital expenditures have been high recently, they could grow further in the coming quarters.
In fact, Alibaba just announced a new share placement worth 80 billion yuan, saying that it would invest the money from that stock sale in AI. This suggests that more such secondary stock sales could take place in the future.
That creates important questions for investors: Will the returns from its AI businesses justify the billions Alibaba is spending to build them? And how much more equity dilution will take place along the way?
What does it mean for investors? Alibaba's latest quarterly results paint a picture that features a fascinating combination of promise and risk for investors.
The green flag is increasingly clear: AI is driving rapid growth in Alibaba Cloud, and the business is beginning to show operating leverage. The red flag is equally clear: Capturing that growth requires enormous investments, which put pressure on cash flow and lead to equity dilution.
That's why the company is at a critical juncture. If Alibaba can turn today's 45% AI-cloud growth into a large, recurring, and profitable business, today's spending could look like a bargain in hindsight. If it can't, investors could discover that building an AI empire is much easier than earning an attractive return from it.
The former premise may make its stock a great buy today, while the latter raises important question marks. Investors should weigh both the upside and the downside before making a decision about buying Alibaba stock.
Boeing (BA -0.03%) is finally building 737s at a pace it has not achieved in years. The program began transitioning to a production rate of 47 aircraft per month in the second quarter, according to the company's July earnings release, and Boeing initiated initial production on a new 737 line in July. For an aerospace giant that spent early 2024 limited to 38 per month by regulators, this production ramp is notable.
But now there's something that could get in the way. On Aug. 21, the two SPEEA units representing Boeing's approximately 17,000 engineers and technical workers rejected the company's contract offers and authorized a strike by overwhelming margins. The current contracts expire at midnight on Oct. 6.
Image source: Boeing.
A faster 737 line, at lastBoeing delivered 171 commercial aircraft in the second quarter -- a 14% increase from the 150 a year earlier. And revenue rose 8% year over year to $24.6 billion.
Free cash flow (non-GAAP), meanwhile, swung to a positive $631 million from an outflow of $200 million in the same quarter a year earlier.
Of course, Boeing still does not generate positive net income. Its non-GAAP (adjusted) core loss of $0.76 per share narrowed from a loss of $1.24 a year earlier.
The balance sheet also still holds $45.9 billion in consolidated debt -- more than double the $20 billion in cash and marketable securities on hand.
Further, Boeing's order backlog hit a record $715 billion in the quarter, including over 6,200 commercial aircraft. Demand, therefore, is not the constraint. Building and delivering fast enough is. The Federal Aviation Administration limited 737 production to 38 per month in January 2024 following the door plug accident on a nearly new MAX 9. It raised the limit to 42 last October, approved the move to 47 this past spring, and Boeing began the ramp-up to that pace in the second quarter.
So what would a strike actually halt?SPEEA members do not assemble aircraft (Boeing's factory workforce belongs to a different union). The people who just voted are engineers and technical workers, and their vote was overwhelming.
The professional unit rejected the offer with around 64% voting against it, and the technical unit with around 72%. The two units authorized a strike with approximately 88% and 90% support, according to results published by SPEEA.
But their work underpins everything the production increase needs. Engineering supports production, deliveries, and the certification work Boeing expects to finish this year. On that last front, the FAA certified the smallest MAX variant, the 737-7, on Aug. 3 -- and Boeing says the larger 737-10 is next.
And Boeing is taking the risk seriously.
"We are now implementing our strike contingency plan and diverting the dollars we had wanted to invest in our SPEEA-represented team to prepare for a potential strike," said Ben Nimmergut, Boeing's vice president and functional chief engineer for production engineering, following the vote.
However, there is a new reason for optimism. Leeham News reported on Thursday that SPEEA and Boeing will meet on Monday to restart talks, after the union spent the week surveying its members on what a better offer needs. Still, not all signs point in that direction: Boeing has posted job openings for replacement engineers and technicians, according to the same outlet.
A deadline, not a strikeNo strike can occur while the current contracts remain in effect, and they expire at midnight on Oct. 6. That leaves more than five weeks, and both sides say they want a deal.
But the recent precedent is uncomfortable. In 2024, more than 32,000 Boeing machinists went on strike in September after rejecting a tentative agreement, and the strike lasted more than seven weeks before a much richer contract ended it.
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And SPEEA's rejection followed a similar path. The union's negotiating teams recommended the contracts, but their bargaining unit councils had already declined to endorse them -- and members then voted against the agreements by wide margins, citing deep distrust of Boeing's leadership.
Notably, an engineers' strike would not likely directly halt the assembly lines as the machinists' strike did. But I'd say investors shouldn't find much comfort in that. A walkout would stall the engineering support the production ramp-up depends on, and likely the 737-10 certification work still outstanding, exactly when Boeing is trying to prove it can sustain a pace of 47 per month.
As for the stock, it trades at about $210 as of this writing -- around 17% below its 52-week high of $254.35 -- and has trended lower over the two weeks surrounding the vote. Even after the drop, the shares trade at about 1.74 times sales.
At that valuation, the recovery arguably has to stay on schedule. And the next five weeks at the negotiating table will decide whether it does. Until Oct. 6, the delivery increase and contract talks are the same story.
Nvidia ve 2. fiskálním čtvrtletí zvýšila tržby meziročně o 106 % na 96,2 miliardy USD a zisk na akcii o 128 % na 2,46 USD, obojí nad odhady. Historicky ale její akcie v září klesaly v průměru o 0,8 %.
During its fiscal 2027 second quarter (ended July 26), Nvidia (NVDA -4.58%) reported a year-over-year revenue gain of 106% to $96.2 billion. Diluted earnings per share soared 128% to $2.46. These two headline figures came in ahead of Wall Street estimates. Shares are up 8% since the announcement (as of Aug. 28).
Nvidia remains the dominant artificial intelligence (AI) enterprise. And the latest numbers support the claim that demand for its data center chips isn't softening. Investors that were bearish have lost out on big gains.
But history says that the month of September could be a down period for this AI stock.
Image source: The Motley Fool.
Past data doesn't support a huge gain in September September is historically a weak month for the S&P 500 index. Over the 10-year period from 2016 through 2025, the closely watched benchmark posted an average loss of 1.3% in September. This didn't prevent the index from posting a fantastic total return during that time.
Nvidia tracks similarly. Over the same period (2016 through 2025), the technology stock's price declined an average of 0.8%.
Investors should come away with no clear takeaway. It's impossible to predict how Nvidia shares will perform in September. The business continues to operate at full strength from a fundamental perspective. This momentum can lift the stock price.
However, inflation remains a problem for the economy. And there's still a chance that the Federal Reserve raises the Fed funds rate before the year ends. This could pressure the equity market's performance as investors adopt a downbeat view of the tighter monetary policy.
Set a five-year time horizon It's so easy for investors to get caught up in the short term. There is a constant flood of information. While paying attention to these things can make you feel very knowledgeable about the companies in your portfolio or on your watch list, it distracts from what really matters.
Spend less time thinking about what September will bring. Instead, focus your attention on the next five years. This is the correct time horizon to adopt before deciding whether to buy a particular stock.
Nvidia shares soared 901% in the past five years. Given that it's now a $5.5 trillion company, I don't believe it's realistic to expect a similar return over the next 10 years.
But that doesn't mean investors should completely disregard the stock. There are some very compelling bull-case arguments to look at.
Nvidia's growth continues to be exceptional. And sell-side analysts believe the top line will expand at a 58% yearly rate between fiscal 2026 and fiscal 2029.
This is one of the most profitable enterprises on Earth. A supply-and-demand imbalance, resulting in sustained pricing power, supported a 62% net profit margin in the second quarter.
After such a jaw-dropping performance, you might initially assume the current valuation is expensive. This is far from the truth, though. Investors can buy this "Magnificent Seven" stock at a forward price-to-earnings (P/E) ratio of 23.9. This is only a 14% premium to the S&P 500 index.
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Moneyball Superscore
94/100
Today's Change
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-4.58
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-10.43
Current Price
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217.55
This setup makes Nvidia appear like a no-brainer buying opportunity. The financials are impressive. And the valuation is attractive.
But the best investors put in the effort to understand the risks. Any business that was registering the revenue growth and profitability that Nvidia was would likely command a valuation that's a significant premium to the benchmark index. The market must be worried about something.
I believe the chief risk relates to the durability of the AI infrastructure build-out. On the Q2 2027 earnings call, Chief Financial Officer Colette Kress mentioned that the five top hyperscalers will spend $1.3 trillion on capital expenditures in 2027.
These is an exciting forecast. However, there is a chance that this spending boom slows sooner than the bulls hope. A lot of capital is riding on AI delivering product and service innovation and new economic activity. If it fails to deliver on its promise, you can bet that money flowing to AI labs, hyperscalers, and the chip sellers will take a hit.
This risk should not be ignored even though it's still worth taking a chance on Nvidia shares right now.
Nvidia podle článku není výrazně nadhodnocená, protože její ocenění je u víceletých minim a růst i dominance v AI dál pokračují. Management zároveň čeká ve fiskálním roce 2028 růst tržeb asi o 70 %.
I do not think Nvidia (NVDA -4.58%) is wildly overvalued right now, and that's after a day when the stock posted strong earnings and management issued a bullish forecast, sending the stock up 8.7%. I don't think it's overvalued because its current valuation multiple is near multiyear lows, while its earnings and AI dominance are still compounding at rates that make today's price look reasonable. By 2028, if management delivers anything close to management's current guidance, this stock will be a great buy now.
When I look at Nvidia, I start with the basic math. The stock trades around a mid-30s trailing price-to-earnings ratio and a low-20s forward price-to-earnings ratio, levels that are actually below its 10-year average and far under the 50-plus multiples it carried at earlier stages of the AI boom. On top of that, its price-to-earnings-to-growth (PEG) ratio, which compares the valuation to expected growth, sits near 0.5, a signal that the market is not aggressively overpaying for the growth analysts are modeling over the next few years.
In plain English, investors are paying a premium, but it is a smaller one than they used to pay for Nvidia, and it has come down even as the business has exploded.
Image source: Getty Images.
The scale of the current business This is not a story stock on a few billion dollars of revenue. In its most recent fiscal year, Nvidia generated over $250 billion in total revenue, up roughly 65% year over year, with data center GPUs now responsible for the overwhelming majority of the business. Independent estimates put data center and AI accelerator revenue at $190-plus billion, with that segment representing around 90% of total sales. At the same time, Nvidia still controls roughly three-quarters of global AI accelerator revenue, even after its share has fallen from a peak near 87% as AMD and hyperscaler custom chips start to nibble at the edges.
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Moneyball Superscore
94/100
Today's Change
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-4.58
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-10.43
Current Price
$
217.55
What the next few years look like Nvidia's valuation will depend less on today's multiple than on whether it can deliver the growth investors expect through 2028.
Analysts see revenue reaching about $390 billion in 2027 and more than $550 billion in 2028, with annual sales growth of roughly 24% to 25%. Management's outlook is even stronger: about 70% growth in fiscal 2028, which could put revenue near $670 billion.
If Nvidia keeps its gross margin in the low-70% range, much of that added AI revenue could turn into profit and free cash flow. The AI accelerator market is expected to grow from more than $200 billion in 2026 to over $430 billion by 2035. Nvidia may lose some share as competitors gain ground, but its revenue can still rise sharply if overall spending continues to expand. In that case, the stock would not need a higher P/E multiple to support today's price. The bigger risks are execution, whether AI spending holds up, and whether Nvidia can maintain its lead as competition grows.
What could break this thesis? On top of this competition, if hyperscaler custom silicon gains share faster than expected, or if AI demand normalizes rather than compounding, the earnings path I am describing becomes much flatter, and today's valuation could start to look stretched. Regulatory pressure, export controls, or a major shift toward cheaper inference hardware could also dent margins and challenge the idea that 70% growth is sustainable beyond a year or two.
But given the data I have today, I see Nvidia as richly valued yet not absurdly priced -- and that's even after a strong day like Aug. 27. By 2028, I think the debate will be less about whether it was overvalued in 2026 and more about whether investors gave enough credit to the earnings power of a company that effectively became the default AI compute platform for the world.
Nvidia ve 2. čtvrtletí fiskálního roku 2027 zvýšila výnosy na 96,2 miliardy USD, což překonalo odhad 92,2 miliardy USD. Zároveň očekává ve fiskálním roce 2028 růst výnosů alespoň o 70 %.
After the close of trading on Aug. 26, Nvidia (NVDA -4.58%) reported a set of operating results for its fiscal 2027 second quarter (ended July 26, 2026) that blew away Wall Street's expectations, and the company also unexpectedly offered some very bullish forward revenue guidance for fiscal 2028. As a result, Nvidia's stock price soared by almost 9% the very next day.
There is a long list of reasons why Nvidia stock is still a buy, but there is also room for caution right now, particularly surrounding the deals that management is cutting with many of the company's biggest artificial intelligence (AI) customers. So, before investors buy the stock, here's a breakdown of the good news and the bad news.
Image source: Nvidia.
The good news: Rapid growth and an attractive valuation Nvidia supplies the world's best graphics processing units (GPUs) for data centers, which are the main chips used in AI training and inference workloads. The company's new Vera Rubin systems, which include Rubin GPUs, Vera central processors (CPUs), and a series of advanced networking components, provide up to 30 times more performance per megawatt than its previous Blackwell Ultra systems, highlighting the sheer pace of innovation.
Nvidia says Vera Rubin systems will also reduce inference token costs by a staggering 97% compared to Blackwell Ultra. Inference tokens are the text, images, or computer code generated by an AI model in response to a query, so these new chips will dramatically reduce the cost of deploying AI software. This might encourage more AI usage while making data center operators more profitable, which will only increase demand for Nvidia's chips.
Wall Street expected Nvidia to generate $92.2 billion in revenue during its fiscal 2027 second quarter, but the company blew that away by bringing in $96.2 billion, a whopping 106% increase from the year-ago period. The data center segment accounted for $89 billion of that total, and it grew at an even faster rate of 117%.
The global shortage of AI chips and components is giving Nvidia an unprecedented ability to dictate prices, which is also a massive tailwind for its bottom line. As a result, its adjusted (non-GAAP) earnings surged by 120% to $2.22 per share during the second quarter.
That brings me to Nvidia's valuation; the company has now delivered adjusted trailing 12-month earnings of $7.01 per share, placing its stock at a price-to-earnings (P/E) ratio of just 34.9. That is a steep discount to its 10-year average of 61.5, suggesting it might be undervalued right now.
Data by YCharts.
Moreover, Nvidia just told investors to expect revenue growth of at least 70% in fiscal 2028. The company never issues guidance a year in advance, so this caught Wall Street's attention in the best possible way.
The bad news: Concerning circular financing deals The numbers can vary based on location, but building a one-gigawatt data center can cost around $38 billion, with the bulk of that money going toward GPUs and components. Nvidia says the top five hyperscalers, which include the likes of Microsoft and Amazon, will spend a combined $800 billion on AI infrastructure this year, and then a further $1.3 trillion next year. But smaller AI labs are struggling to compete because they simply don't have the same financial resources.
As a result, Nvidia is helping them achieve their goals by investing directly into their companies, and also by partially financing their purchases of GPUs and other hardware. These deals are often called "circular" because Nvidia is basically funding the sale of its own products.
According to the latest guidance from chief financial officer Colette Kress, around 25% of Nvidia's sales in fiscal 2028 will come from customers it has financed in some way. Since the company's revenue could top $670 billion next year, around $168 billion could be funded by its own balance sheet. To put it another way, a huge chunk of Nvidia's forecasted growth is expected to come from customers who don't necessarily have the money to pay for its products up front.
Nvidia has invested in practically every major AI lab, including OpenAI, Anthropic, xAI, Mistral AI, and Perplexity. But these early-stage companies continue to lose truckloads of money while they race to build the best models and attract the most customers, so although Nvidia says its circular financing agreements present a low risk, I think its high degree of ongoing exposure could get really uncomfortable if the AI boom hits a speed bump. That will be especially true if similar deals account for even more of its sales beyond fiscal 2028.
Premium Feature
Moneyball Superscore
94/100
Today's Change
(
-4.58
%) $
-10.43
Current Price
$
217.55
The verdict Based on its attractive valuation and the company's rapid growth, Nvidia stock could be a great addition to a diversified portfolio, particularly one that already has a low level of exposure to AI stocks.
Nvidia is likely to remain the undisputed leader in AI hardware for years to come, but it's important for investors to pay close attention to further developments in circular financing. If these deals become a much bigger part of the company's revenue in the future, it might be a good idea for investors to trim their position to reduce risk.
Nvidia oznámila čtvrtletní dividendu 0,25 USD na akcii; pro získání 100 USD je potřeba držet 400 akcií. Tržby v předchozím čtvrtletí meziročně vzrostly o 106 % na 96,2 miliardy USD.
Investors seeking to earn $100 from Nvidia’s (NASDAQ: NVDA) next dividend payment will need to own 400 shares, based on its declared quarterly dividend of $0.25 per share.
With Nvidia closing at $217.55 on August 28, 2026, purchasing 400 shares would require an investment of approximately $87,020.
Shareholders who own the stock before the September 10, 2026 ex-dividend date will be eligible to receive the payout, which is scheduled for October 1, 2026.
Nvidia dividend payment schedule. Source: Dividend.com The company currently offers a forward dividend yield of about 0.46%, with a forward payout ratio of 6.44%, indicating that only a small portion of earnings is being distributed to shareholders.
The upcoming dividend follows the previous payment of $0.25 per share made on June 26, 2026. Nvidia has increased its dividend for three consecutive years, although income remains a relatively small part of the stock’s overall investment appeal.
Nvidia stock fundamentals While Nvidia maintains a dividend, the company remains primarily a growth-focused investment driven by artificial intelligence demand.
On August 26, the chipmaker reported fiscal second-quarter results that exceeded Wall Street expectations. Revenue surged 106% year-over-year to $96.2 billion, while adjusted earnings per share climbed 120% to $2.22.
Data center revenue reached $89 billion, up 117% from a year earlier, underscoring continued demand for Nvidia’s AI hardware.
Looking ahead, Nvidia expects third-quarter revenue of approximately $108 billion, which would mark its first quarter generating more than $100 billion in sales.
The technology company also projected roughly 70% revenue growth for fiscal 2028, citing strong AI infrastructure spending across hyperscalers, enterprises, and cloud providers.
The strong outlook has reinforced bullish sentiment among analysts, many of whom maintain ‘Buy’ ratings on the stock, with price targets ranging from above $300 to as high as $515.
Featured image via Shutterstock
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In the latest trading session, AT&T (T - Free Report) closed at $25.96, marking a +2.06% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.25%. Meanwhile, the Dow experienced a drop of 0.02%, and the technology-dominated Nasdaq saw a decrease of 0.52%.
The stock of telecommunications company has risen by 9.56% in the past month, leading the Computer and Technology sector's gain of 7.57% and the S&P 500's gain of 4.34%.
Analysts and investors alike will be keeping a close eye on the performance of AT&T in its upcoming earnings disclosure. The company's earnings report is set to go public on October 21, 2026. The company is predicted to post an EPS of $0.62, indicating a 14.81% growth compared to the equivalent quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $31.74 billion, indicating a 3.34% growth compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $2.35 per share and revenue of $129.27 billion, which would represent changes of +10.85% and +2.88%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for AT&T. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. AT&T is holding a Zacks Rank of #3 (Hold) right now.
With respect to valuation, AT&T is currently being traded at a Forward P/E ratio of 10.84. Its industry sports an average Forward P/E of 11.63, so one might conclude that AT&T is trading at a discount comparatively.
It is also worth noting that T currently has a PEG ratio of 1.03. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. T's industry had an average PEG ratio of 1.21 as of yesterday's close.
The Wireless National industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 176, placing it within the bottom 29% 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.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Ancora Advisors LLC ve 2. čtvrtletí koupila nový podíl v AT&T: 22 982 akcií za zhruba 476 000 USD. Institucionální investoři nyní drží 57,10 % akcií firmy.
Ancora Advisors LLC bought a new stake in AT&T Inc. (NYSE:T – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 22,982 shares of the technology company’s stock, valued at approximately $476,000.
Several other hedge funds have also recently added to or reduced their stakes in T. PDT Partners LLC bought a new stake in AT&T during the second quarter valued at $575,000. Canada Pension Plan Investment Board bought a new position in shares of AT&T in the 2nd quarter worth about $130,182,000. Legal & General Group Plc bought a new position in shares of AT&T in the 2nd quarter worth about $960,695,000. The Manufacturers Life Insurance Company acquired a new position in shares of AT&T in the 2nd quarter valued at about $102,416,000. Finally, Kelly Lawrence W & Associates Inc. CA bought a new stake in shares of AT&T during the 2nd quarter valued at about $268,000. Institutional investors own 57.10% of the company’s stock.
Wall Street Analyst Weigh In T has been the subject of a number of research analyst reports. Scotiabank lowered their target price on AT&T from $31.00 to $29.25 and set a “sector perform” rating for the company in a report on Wednesday, July 15th. Morgan Stanley lifted their price objective on shares of AT&T from $25.00 to $27.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Oppenheimer lowered shares of AT&T from an “outperform” rating to a “market perform” rating in a research note on Wednesday, June 3rd. Argus decreased their price target on shares of AT&T from $33.00 to $30.00 and set a “buy” rating for the company in a research note on Thursday, July 23rd. Finally, Wall Street Zen upgraded AT&T from a “sell” rating to a “hold” rating in a report on Saturday, June 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $29.19.
Check Out Our Latest Report on AT&T AT&T Price Performance Shares of NYSE T opened at $26.03 on Friday. The company has a current ratio of 0.97, a quick ratio of 0.93 and a debt-to-equity ratio of 1.06. The stock has a fifty day simple moving average of $23.15 and a two-hundred day simple moving average of $25.23. AT&T Inc. has a 1-year low of $19.89 and a 1-year high of $29.79. The firm has a market cap of $178.37 billion, a price-to-earnings ratio of 8.62, a price-to-earnings-growth ratio of 1.03 and a beta of 0.23.
AT&T (NYSE:T – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The technology company reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.06. The firm had revenue of $31.56 billion during the quarter, compared to the consensus estimate of $31.80 billion. AT&T had a net margin of 16.94% and a return on equity of 12.86%. The company’s revenue was up 2.3% on a year-over-year basis. During the same quarter last year, the company earned $0.54 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Analysts anticipate that AT&T Inc. will post 2.34 earnings per share for the current year.
AT&T Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Friday, July 10th were paid a $0.2775 dividend. The ex-dividend date was Friday, July 10th. This represents a $1.11 annualized dividend and a yield of 4.3%. AT&T’s dividend payout ratio is currently 36.75%.
AT&T News Roundup Here are the key news stories impacting AT&T this week:
Positive Sentiment: AT&T’s operating margin reportedly reached a multi-year high as the company winds down its copper network. Lower legacy-network costs and operating leverage could improve profitability and support cash generation. AT&T Stock’s Margin Hit A Multi-Year Best As Its Copper Network Winds Down Positive Sentiment: Recent bullish investment analysis argues that AT&T’s turnaround has further upside, citing its discounted valuation, robust cash flows, fiber expansion, and growth in its Advanced Connectivity segment. Management’s target for 2026 EBITDA growth of 3%–4%, accelerating to more than 5% annually from 2028, strengthens the long-term case. AT&T Doesn’t Need Heroic Results To Offer Heroic Upside Positive Sentiment: AT&T’s investment and partnership with Hark could position its network as an infrastructure provider for AI-native, always-connected consumer devices. The opportunity is early-stage but offers potential exposure to new connectivity demand beyond smartphones. Investors Reacting to AT&T Backing Hark’s AI-Native Device Ecosystem Neutral Sentiment: AT&T, T-Mobile, and Verizon are described as overcoming a shared competitive or regulatory challenge involving satellite-based connectivity. The development may ease concerns about satellite disruption, but the article provides limited detail on its direct financial impact. AT&T, T-Mobile, and Verizon Defeat a Common Foe Neutral Sentiment: AT&T will release third-quarter 2026 results before the market opens on October 21 and hold a conference call afterward. The announcement itself does not change fundamentals, but it gives investors a near-term catalyst to assess subscriber trends, fiber growth, margins, and guidance. AT&T to Release Third-Quarter 2026 Earnings on Oct. 21 Neutral Sentiment: AT&T is promoting free Turbo Live access at select football season openers and selling season passes. The campaign could support brand engagement and customer acquisition, but its immediate financial contribution is likely limited. AT&T Kicks Off Football Season with Free Turbo Live AT&T Profile (Free Report)
AT&T Inc is a global telecommunications company that provides a broad range of communications and digital entertainment services. Its core activities include consumer and business wireless services, broadband and fiber internet, and network infrastructure. The company operates branded wireless services through AT&T Mobility and deploys fixed-line and fiber networks to deliver high-speed internet and related home services.
AT&T’s product and service portfolio spans mobile voice and data plans, smartphones and device sales, home internet (including fiber-to-the-home where available), and managed connectivity solutions for enterprise customers.
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Here's an odd pair of facts. Netflix (NFLX +2.35%) has never made more money than it is making right now -- net income over the past four reported quarters totals about $13.65 billion, comfortably above the record $10.98 billion the company earned in all of 2025. And yet the stock has fallen about 35% from its 52-week high of $126.71, trading near $82 as of this writing -- and that's after a bounce from about $72 early this month.
Profits are at an all-time high, and shares down by more than a third.
Is this a buying opportunity?
Image source: The Motley Fool.
The profit record holds upOne qualification first. That trailing profit includes a one-time boost: a $2.8 billion pre-tax termination fee (roughly $2.3 billion after tax) that Netflix collected in the first quarter, when its agreement to buy Warner Bros. Discovery's studios and streaming business ended, after Warner Bros. Discovery accepted a rival's higher offer. That money counts, but it won't repeat.
Set it aside, and the record still stands on the operating line. Netflix's operating income over the past four quarters totals about $14.4 billion, ahead of the $13.3 billion it generated in all of 2025.
And the operating trend is still improving. Second-quarter operating income rose 11% year over year to $4.2 billion, and management continues to forecast a 31.5% operating margin for 2026, expanding from 29.5% last year. The company's own outlook implies operating income growth of more than 20% this year.
In other words, whatever the market is worried about, it isn't the profit engine. That part keeps getting better.
The growth rate did changeWhat changed is the top line's speed. Netflix's year-over-year revenue growth peaked at 17.6% in the fourth quarter of 2025. It slowed to 16.2% in the first quarter of this year, then to 13.4% in the second. For the third quarter, management forecasts 11.7% growth (a clear deceleration, even if a gradual one).
For the full year, management's revenue outlook of $51.0 billion to $51.4 billion implies 13% to 14% growth for 2026, with advertising revenue -- roughly doubling to about $3 billion -- doing part of the work.
That's still healthy growth for a company this size. But it's a different trajectory than the one investors were paying for at the high. At $126.71, the stock traded at about 50 times its 2025 earnings of $2.53 per share -- a price-to-earnings multiple that only made sense if mid-to-high-teens revenue growth kept compounding for years to come. By the time management's slower-growth outlook was on the table, the market had cut that price-to-earnings multiple by more than a third, measured on earnings adjusted for the one-time fee.
Today, the stock's price-to-earnings ratio is about 25 as reported, or about 31 with the fee stripped out, and shares trade at about 21 times expected 2027 earnings. Same company, record profits, a much smaller price tag per dollar of earnings.
Premium Feature
Moneyball Superscore
79/100
Today's Change
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2.35
%) $
1.88
Current Price
$
81.72
Overall, I do think the sell-off that got shares to where they are today was justified. But I also don't think shares are cheap enough to make them a buy.
A multiple of 50 times earnings was pricing Netflix for a growth era that management itself says is moderating. The repricing since then isn't the market malfunctioning. It's the market updating its view to reflect a maturing business.
Now shares arguably look priced about right, trading about 21 times expected 2027 earnings. That's a reasonable price tag for a business forecasting 20%-plus operating income growth with advertising revenue on track to double. Additionally, Netflix remains arguably the best-positioned company in streaming.
Still, I think shares are priced more like a hold than a buy here. After all, growth could decelerate further in 2027 (management hasn't guided that far out), and competition for viewing time isn't letting up.
Mastercard spouští Agent Pay pro AI nákupy a nově i Agent Pay for Machines pro B2B mikroplatby. Firma zároveň dokončuje akvizici stablecoinové platformy BVNK.
In this Part 2 episode of Motley Fool Hidden Gems Investing, Motley Fool CEO Tom Gardner speaks with Mastercard CEO Michael Miebach, who discusses:
The company's Agent Pay protocol.Why machine-to-machine payments could transform B2B commerce.Why Mastercard just acquired the world's largest stablecoin platform.What the AI revolution really means for employmentWhy proprietary transaction data is Mastercard's deepest competitive moatHow he stays sharp running a $500 billion company.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.
A full transcript is below.
This podcast was recorded on Aug. 16, 2026.
Michael Miebach: Who sits in the middle and drives interoperability, make sure all of this connects, and is not a plate full of spaghettis? Mastercard. We're closing this quarter in acquisition of a company by the name of BVNK, which is a large stablecoin platform out there to connect all of this for the world.
Bart Shannon: That was Michael Miebach, CEO of Mastercard, on why the fragmented world of stablecoins and digital payments needs someone to hold it all together. Why Mastercard intends to be that someone. I'm Motley Fool producer Bart Shannon. Last week, in part 1, Tom Gardner and Michael covered how Mastercard's payment network works, the $15.6 trillion cybersecurity threat, and why stablecoins are more opportunity than threat. This week, in part 2, they get into the future AI shopping agents, machine-to-machine payments, how Mastercard thinks about capital allocation, and what the AI revolution really means for employment and consumer spending. Hope you enjoy.
Tom Gardner: Let's talk about agentic commerce, where AI becomes the customer's main relationship, and that transaction then starts to look for the cheapest alternative. Maybe we can talk about AP4M, as well. I don't know if GPT should have allowed this, but I created an image here of AP4M. I actually put the Mastercard logo in the center there, which makes it questionable whether GPT should be able to place logos. But anyway, I'd like to hear a little bit about AP4M, and I will stop.
Michael Miebach: Let's talk about agentic commerce first and hang it up a little bit higher before we come to AP4M, and I can also decipher what that actually means when we get there. Agentic commerce. What's actually happening is in straightforward online commerce, what happens today is, you might go and go to your favorite search website and just put in whatever you're looking for. We give you a bunch of sponsored links, and then it gives you a set of more links, and then you pick where you go, or you might be just irritated by all of that and just go straight to your favorite marketplace. Those are all things that we probably have experienced as consumers. You just referred to an LLM, where you created this lovely image just now; ChatGPT is the example that you used.
What you might want to do today is get a potentially better and more holistic answer for whatever you're trying to do. Let's say you want to go on a camping trip and say, What do I need for a camping trip? It gives you 15 things. Because it knows your history, it could have given you 25 things, but it already knows you have a tent. It's not offering the tent to you. It's giving all the things you don't have for that particular destination actually makes sense. If you have that result, then imagine you still have to go to every single website and say I'm going to find that tent now, or I'm going to find that little cooker or whatever the ingredient is, and then you're all over the place, and you have just wasted half a day planning your trip. Wouldn't it be much easier if you could check out right in that moment on whatever that recommendation is from the favorite LLM of your choice and say, I'm going to check out right there? I'm going to delegate the checkout to the agent through an agent, which in this case, would be the LLM that does all the checkout for you.
It uses a Mastercard behind it, and everything works. Would be so much easier. For that to happen, we need to recognize that suddenly there's an entity in between that never existed before; that's the agent. Then, back to cybersecurity, how do we know that this agent is actually an agent that is known, and it’s not a fraudulent agent? That the agent is actually what you're trying to do, buy stuff for your camping trip, but not ordering something else, or that the agent actually makes mistakes or not. It orders two grills instead of one. How do you prove that in the end, when your card would be debited? Those are all things that we thought about today in the world of Mastercard payments. Straightforward payments work very easily. You have a chargeback. You're always protected; you say that never happened. I never ordered that, and you just undo the whole thing.
We created Agent Pay. Agent Pay is basically a protocol that ensures that an agent is recognized as accredited as an additional party in the ecosystem. There could be an LLM, or it could be a very large retailer that has an agent for all their brands, etc., so that's registered. The next thing is that this transaction is fully tokenized. What that means is every bit of data associated with this transaction is captured, so it can be used as a proof point to say this is exactly what the consumer wanted to do. Then the various parties in the ecosystem, the bank of the merchant, and the bank of the consumer, everybody knows, and it flows the same way as it does today at a Mastercard transaction. It's very technical, so I'm going to keep it at that level. All of this is what is happening, and the ecosystem is ready, and these transactions are starting to flow now. For us, is this a growth opportunity? It is because tokenization is a service that we sell. All these transactions are fully tokenized, which is very different than the real world today, where not every transaction is tokenized just yet, so that's a growth opportunity. The related cybersecurity solutions for these transactions is a growth opportunity for us, etc. Will people buy a lot more full bottom line? Will they buy five tents instead of one? No. It's a bit of a replacement of existing flows, but with additional service opportunity for Mastercard.
Tom Gardner: Am I wrong to just insert one thing? Am I wrong to think that it might lead to more transactions, because it becomes so much more frictionless? Once I have a representative acting on my behalf, I knew things that I wouldn't have found myself.
Michael Miebach: It could. You most likely will have a better recommendation, so your propensity to buy something might increase. The other thing for us is there is a transaction growth multiplier. If you would have instead today gone to a marketplace and have bought everything from one merchant, vis-a-vis go to different merchants and have different individual transactions, so there's a transaction multiplier. We basically facilitate transactions. That's our business model. It has that kind of an impact for us, but it's still overall GDP will not dramatically rise because you still need one tent or not five. But now, here's the other side of this. This is very interesting. We're coming to AP4M, which means Mastercard Agent Pay for Machines. If you think in the context of B2B commerce, one company with another company, think about the chief procurement officer buying stuff on behalf of the company from some provider, some supplier. Today, this is often happening account to account. Invoices are being paid, all of that. But imagine the digital content that a company is buying; that could be APIs, that could be digital content, there could be data, there could be compute power, it could be all of those things. Why would you send an invoice and do that? You will want to do this, as you use your compute power. I need 10% more; you dial it up, you dial it down, and you pay as you need. If you pay as you need, your working capital efficiency is going to dramatically increase. How do we get a payment ecosystem that can facilitate always-on high-velocity microfractions of a dollar kind of payments that don't exist today? That's what the Chief Procurement Officer wants. It's total optimization.
That's what the treasury wants, what the CFO wants to really use the capital of the company in the most efficient way. We've launched just very recently, the Agent Pay for Machines Protocol, which basically is a further evolution of Agent Pay, which I described a bit earlier, and it just facilitates all of that. I spare you the technical details because it goes even further, but it does facilitate immediate high-velocity micro tickets between different machines, add machine speed, add machine scale with the same protections and with everything else that Mastercard promises behind them. The underlying rails and infrastructure are likely to be different than card rails. It could be stablecoins. It could be other rails for that. That is essentially going to come down to the choices of companies and what they want to use. We're pretty agnostic about that, but the protocol to keep the trust and interoperable layer on top is critical.
Here's the last thing on stablecoins. Agent Pay, stablecoins, agentic commerce; there's this whole new way of doing commerce going forward. If you just play that out over the next year, you're going to have multiple chains. You're going to have multiple stablecoin currencies that might be powering all of this in the background, along with card systems and account-to-account. You have this very complicated world. You're company A, I'm company B, and we just want to do machine-to-machine payments with each other. But your choice is stablecoin A, and my choice is stablecoin B. How are you going to pay me, and how am I going to receive that stablecoin from you? Who sits in the middle and drives interoperability? Make sure all of this connects, and it's not a plate full of spaghettis. Mastercard. We're closing this quarter and acquisition of a company by the name of BVNK, which is a large stablecoin platform out there to connect all of this for the world. That's what we do in cards today. That's what we will do in the brave world of stablecoins.
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Tom Gardner: There's so many ways to express what Mastercard is doing. Just one question on the value-added services and the work that you're doing. Should we think of Mastercard as partnering even more deeply with a variety of companies to bring these systems forward, or will you continue to be acquisitive, a balance between the two? What's the process of moving deeper and deeper into new technologies like agentic commerce, all the cybersecurity challenges, stablecoins, etc.?
Michael Miebach: Our approach to this is when you take our business a decade ago, so very focused on card payments, very focused on consumer card payments. Today, it is consumers, businesses, it's government in terms of customer set. It's much more global. It's all forms of payments, as we discussed; it's also stablecoins, it's also account-to-account. It's a whole range of value-added services. We talked about the cybersecurity part of that. There's a range of loyalty solutions, consumer engagement solutions, personalization solution, anything that powers trade. When you think that, our approach to this is bio build. That's always the first question. We never go out and say the valuation cycle. Everything is cheap right now. Let's go and buy something. It's very strategy-driven. We say we need more capability on the personalization side. Our customers, large retailers, what are they trying to do this time to cut through the clutter and the noise that exists in social media and everywhere to get the right offer to their right customer at the right time, through the right channel. We do this at scale. We have a lot of consumer behavior data, not personalized. I should add.
We bought one of the best personalization companies in the world. Why did we buy versus build? We just don't know much of personalization. I said, Why don't we buy the best partner? But when we buy a company like that, we can leverage our huge data set, our global reach, and our network to take their solution and push it to our network to reach all those customers that we have around the world. That's dramatic synergy. M&A and acquisition works very well in such scenarios. There are other things that are very close to our existing payment solution. We're much better off building them ourselves. We will continue to be very acquisitive at the same time. We're always very good stewards. We try to be very good stewards of our shareholder capital. Let's say we're actually better off building this ourselves.
Tom Gardner: You may or may not know that we've built a system at the Motley Fool where we score every public company. We have an LLM-based AI-powered system with coders around the world working with our investors to evaluate companies across leadership, the quality of their products, their competitive advantages, the valuation of the business, the financial capabilities. Out of 4,700 companies scored in the U.S., Mastercard is No. 14. [OVERLAPPING] Yes, you're probably wondering why you're not [OVERLAPPING].
Michael Miebach: We should be in a top-10 company. A top-five company.
Tom Gardner: I subscribe to your report there. We will send it to you without requiring your subscription.
Michael Miebach: Thank you very much.
Tom Gardner: But capital allocation is such an amazing strength of the business, and you have a lot of options with the amazing rates of return on invested capital. But I'm just wondering how you make the decisions about let's take an example of buybacks. I think you did additional buybacks this quarter. I could pack seven questions together here for investors about this, but there was a moment in time where the stock fell to $470 or so; now it's $570. There's a subordinate question to how people should think as investors, as you might know, retail investors, and a lot of professional investors transact too frequently and don't realize the capability of that organization to create value for you over long periods of time. I'm just curious how the share buyback process happens in a given quarter, how you determine how much to put against it, and whether the movement of the price in that quarter matters.
Michael Miebach: The first thing that I would say when it comes to our capital allocation principles is always the first thing is reinvest in the business. That's the best thing that we would do, organic/inorganic, we just talked about that. Preference: start with organic. Reinvesting in the business, the first thing, ensuring a strong balance sheet, is the next thing because I mentioned a payment guarantee earlier that we have for every Mastercard payment, so that requires a healthy balance sheet, etc. When it comes to buybacks, we're very opportunistic about that. We're not in the business of buybacks. We do that when it makes sense. We had a DAI trade dominating the market, and we were a source of funds as a large high-cap company. While we have a lot to do and invest a lot in AI, we're not AI trading in AI infrastructure. We're all about applied artificial intelligence, and so we were a source of funds. The stock price was a little more volatile than I would have preferred. But it did exactly what you just described. I was at 470; now it's at 570, and we're getting closer in the right direction again, which is very good. But we were opportunistic. We said we believe in the continued growth of the company. We know exactly what we're doing. We have a clear strategy, we're driving operating leverage for the long term, etc., so we're going to do some buybacks. That's our approach. This is always a tool that is used for such times. But it's not one that we use beyond that logic.
Tom Gardner: As you might imagine, I have more questions than this, but respecting your time, because 40 minutes was our target together, I want to just ask one question about employment. I would say employment looks relatively strong, wages look relatively strong, but at the same time, you have Elon Musk interviewed earlier this week saying we are five years away from AI exceeding the sum total of human intelligence, and virtually every job that I can see, paraphrasing Musk, is something that can be done as effectively and less expensively by artificial intelligence and breakthroughs in these technologies. What are you simulating forward? How far are you trying to see forward as the CEO of a company that requires that you're thinking as far forward as you can? What do you think about employment dislocations and wage deflation? Last little portion of the question: what time we live in that the largest technology companies with the highest levels of cash flows and the strongest balance sheets in human history are actually thinning their staff? We're seeing the workflows change, and we're seeing employment levels change even at the most prosperous companies. What is this indicating? What will it mean for consumer spending? How do you think about it within the context of Mastercard
Michael Miebach: Very important topic, Tom, and I'm glad you're raising it. Clearly, when you think about artificial intelligence and what it could do, I think it's good to have a mindset that this is technology that needs to be explored if it's deployed in the right way. It could drive a path to prosperity and growth. That's all generally the direction that I think and that we think as well. It has downsides. We talked about AI-driven risk, cyber risk in particular. There's always with everything up and down sides. As technology is evolving, one thing we have to do, because, clearly, certainly in our industry, but in most other industries, comes down to having the best talent. We're going to have to upskill our talent. There's significant focus on making AI tools available and ensuring that we can upgrade the jobs in the company for people who leverage AI to do an even better job and do the things that machines cannot do. Human-centered AI application is the focus that we're driving and saying, "Use this tool to do a better job and don't do the redundant stuff." Stuff. I've just created myself an AI assistant for emails. I don't have to deal with that any longer. That's great. I still take a look at it, but it does take some of the menial task away from that. I think we need to be very thoughtful about that. Currently, when I see where our customers are on that. The number of customers that want to talk to us about agentic commerce, stablecoins, all the topics that we think about.
We use a lot of AI to prepare for those conversations because there's a lot of public data that's out there. But those customers, there's a lot out there about the technologies available. We bring it together, and we save ourselves a lot of time to have more engagement with our customers on the topics that actually matter. Artificial intelligence and cybersecurity: 180 billion transactions a year. How do we keep them safe, leveraging GenAI and threat intelligence data? It's all about technology. That was always about technology and Mastercard. That's not about people, because we've always been a network company, actually, with a very light. If you think about our market cap, we think we're only 40,000 people across 220 countries and territories. Our industry is not the one way you would start to think fundamentally, rethinking that. If you think about some of our services, who will win, and who will have a challenge in the world of AI? The companies that set themselves apart are the ones that can use all types of different models, but have proprietary data that they can feed the model with and then drive their business forward. We're one of the companies that have the most unique data sets, transactional data. Those are all things that I think give us longevity and give us the right to a license to play, and we're going to push forward on that basis. If you had the chance or will have the chance to listen to our earnings call today, the last thing I said on our earnings call today is I thank our employees for driving all those numbers and that output for us and our customer.
Tom Gardner: Last question, running a company with a market cap of $500 billion with as much change. Every business is going through so much change, but I would say, having gotten in no leadership at Starbucks over the last 25 or 30 years, there's a lot of continuity of what they're doing every day. They know what product they're putting out. There's not as many different decisions to be made on acquisitions all the way through to the technologies you're choosing your workforce, etc. What is your approach to personal health to sustaining yourself and your leadership team? Because obviously, the top 15 people at Mastercard are connected into the business 24/7; in some ways, have to be. What is your approach to unplugging to sustaining this level with output? Obviously, we're very happy and hope you'll be CEO for the next 25 years. How are you going to do that?
Michael Miebach: I think it's a really important point. The first is to recognize how important that point actually is. Across our leadership team, yes, it is 24/7. At the same time, it's not 24/7 for everybody all the time. We're a global leadership team, and that's a good thing. Somebody is awake over in Singapore, and they can do their part. We manage in a somewhat balanced fashion around that. Divide and conquer is very clear. This is a strong team, and this is true for the broader population at Mastercard. I have to say, I personally value vacation. I think it's a really important thing. I was having a conversation with somebody that works directly in my team, and I said, "Hey, what are you planning for this summer?" He said I might take a few days off. I said you should consider maybe taking two weeks off. Maybe this is growing up in Europe. I don't know what it is, but I find that as important.
But then you have to find these other moments where you just can just think about something different. I'm involved in a set of activities outside of the companies on the nonprofit side. I just find that's important; it takes my mind off. It's a source of energy. Then, of course, being a good German, a lot of walking and a lot of talking. With my wife, these are things like that, and I mentioned it to you at the outset before we started. I do like motorcycling and skiing, those two activities that focus your mind completely. At the end of the day, you're physically very tired, and you don't think about anything else much on that day. Different ways, different approaches for everybody. One thing I regret which is I don't read as much as I probably should. I read much more summaries and newsletters, and I have taken on the last couple of long weekends that came around to actually grab a book again, and I find that was a really good idea. I'll try to do more of that.
Tom Gardner: Same. That's a commitment. We'll hold each other accountable, too. Michael, thank you so much for this time. We began investing in Mastercard maybe it was around 2013 with a stock below 50. We have [OVERLAPPING] more than 25 investments. Yes, we've had a good run, and we're very thankful we loved the work of Ajay Banga, obviously. We didn't even talk about your succession in the middle of COVID. That was fascinating. That's got to be a good chapter of at least one book that you write at some point. But I don't want to take any more of your time. Thank you so much, particularly on Earnings Day for giving us time at the Motley Fool. We wish you the very best and everyone on your team and have a great next staycation.
Michael Miebach: Thanks, Tom, and thank you for having me on.
Bart Shannon: As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. For the Motley Fool Hidden Gems Investing team, I'm producer Bart Shannon. Thanks for listening. See you next time.
Berkshire Hathaway Inc trimmed its position in Bank of America Corporation (NYSE:BAC) by 5.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 483,394,015 shares of the financial services provider’s stock after selling 30,230,150 shares during the quarter. Bank of America accounts for 9.2% of Berkshire Hathaway Inc’s holdings, making the stock its 5th largest holding. Berkshire Hathaway Inc owned about 6.91% of Bank of America worth $27,543,791,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in BAC. Magnolia Capital Advisors LLC bought a new stake in shares of Bank of America in the second quarter valued at about $813,000. Arini Capital Management Ltd bought a new position in Bank of America in the second quarter worth approximately $5,698,000. Freestone Grove Partners LP purchased a new stake in Bank of America during the second quarter worth $2,799,000. Caisse de depot et placement du Quebec purchased a new position in shares of Bank of America in the 2nd quarter valued at $241,973,000. Finally, Gallagher Fiduciary Advisors LLC bought a new position in shares of Bank of America in the 2nd quarter worth $759,000. Hedge funds and other institutional investors own 70.71% of the company’s stock.
Bank of America Stock Performance Shares of NYSE BAC opened at $62.38 on Friday. Bank of America Corporation has a 1 year low of $46.12 and a 1 year high of $65.22. The company has a debt-to-equity ratio of 1.23, a quick ratio of 0.82 and a current ratio of 0.83. The company’s fifty day moving average price is $61.18 and its 200 day moving average price is $54.92. The company has a market capitalization of $436.21 billion, a PE ratio of 14.31, a price-to-earnings-growth ratio of 0.98 and a beta of 1.17.
Bank of America (NYSE:BAC – Get Free Report) last posted its earnings results on Tuesday, July 14th. The financial services provider reported $1.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.13 by $0.08. Bank of America had a net margin of 17.56% and a return on equity of 12.20%. The business had revenue of $31.56 billion for the quarter, compared to analyst estimates of $30.78 billion. During the same period in the prior year, the company posted $0.89 EPS. The company’s revenue for the quarter was up 19.6% on a year-over-year basis. On average, research analysts predict that Bank of America Corporation will post 4.68 earnings per share for the current year. Bank of America Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Bank of America’s previous quarterly dividend of $0.28. The ex-dividend date is Friday, September 4th. Bank of America’s dividend payout ratio (DPR) is presently 25.69%.
Bank of America News Summary Here are the key news stories impacting Bank of America this week:
Positive Sentiment: Bank of America’s artificial-intelligence initiatives and branch expansion are expected to improve operating efficiency and customer service. The potential for productivity gains supports the long-term earnings case, although elevated expenses remain a risk. Should You Buy BAC Stock as AI-Led Branch Expansion Boosts Efficiency? Positive Sentiment: Strong inflows into gold and cryptocurrency funds reported by BofA suggest elevated client demand for investment products. That activity could benefit the bank’s wealth-management, brokerage and trading businesses, though the impact on BAC’s earnings is indirect. Neutral Sentiment: Bank of America disclosed holdings of approximately 4.69% and 5.87% in QIAGEN, reflecting regulatory notifications about its investment position. The disclosures may attract attention but do not materially change BAC’s core banking outlook. Bank of America Discloses 5.87% Stake in QIAGEN Neutral Sentiment: BofA strategists warned that global equities could face an autumn “reality check” tied to the U.S. midterm elections and geopolitical developments. A market pullback could weigh on BAC through lower investment-banking, asset-management and trading activity. Bank of America Warns of an Autumn Reality Check Negative Sentiment: JPMorgan is hiring senior technology dealmaker David Fishman from Bank of America. Losing an experienced M&A executive could weaken BAC’s technology investment-banking franchise and adds to competitive pressure. JPMorgan Hiring Bank of America’s David Fishman Negative Sentiment: The SEC is reportedly investigating margin lending to hedge fund Situational Awareness after a 67% drawdown, with Bank of America among the subpoenaed banks. Potential legal, credit and reputational risks could pressure sentiment. SEC Probe Puts Wall Street Leverage Risk Back in Focus Negative Sentiment: BAC is challenging proposed changes to the Federal Reserve’s global systemically important bank capital surcharge. Higher capital requirements could constrain lending, reduce balance-sheet flexibility and pressure returns on equity. Bank of America Joins Clash Over Fed GSIB Capital Rule Analyst Ratings Changes BAC has been the subject of several analyst reports. Jefferies Financial Group reissued a “buy” rating and set a $75.00 price target on shares of Bank of America in a research report on Tuesday, July 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Bank of America in a research report on Tuesday, July 21st. Royal Bank Of Canada upped their price objective on shares of Bank of America from $59.00 to $65.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. Keefe, Bruyette & Woods raised their price target on shares of Bank of America from $67.00 to $70.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Finally, Evercore set a $63.00 price objective on shares of Bank of America and gave the company an “outperform” rating in a report on Monday, July 6th. Twenty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $64.08.
Read Our Latest Stock Analysis on Bank of America
Bank of America Profile (Free Report)
Bank of America Corporation is a multinational financial services company headquartered in Charlotte, North Carolina. It provides a broad array of banking, investment, asset management and related financial and risk management products and services to individual consumers, small- and middle-market businesses, large corporations, governments and institutional investors. The firm operates through consumer banking, global wealth and investment management, global banking and markets businesses, offering capabilities across lending, deposits, payments, advisory and capital markets.
Its consumer-facing offerings include checking and savings accounts, mortgages, home equity lending, auto loans, credit cards and small business banking, supported by a nationwide branch network and digital channels.
Further Reading Five stocks we like better than Bank of America 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude? Okta Stock Surges 29%—Is $200 the Next Stop? Want to see what other hedge funds are holding BAC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bank of America Corporation (NYSE:BAC – Free Report).
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EFG International AG ve 2. čtvrtletí koupila novou pozici ve Walmartu za zhruba 50 678 000 USD a nyní drží 447 282 akcií. Walmart je nyní 24. největší pozicí v jejím portfoliu.
EFG International AG purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 447,282 shares of the retailer’s stock, valued at approximately $50,678,000. Walmart makes up approximately 0.9% of EFG International AG’s portfolio, making the stock its 24th largest position.
A number of other hedge funds have also recently added to or reduced their stakes in WMT. Ancora Advisors LLC bought a new stake in shares of Walmart during the second quarter valued at approximately $13,113,000. Delos Wealth Advisors LLC bought a new position in shares of Walmart in the 2nd quarter worth $6,380,000. Primecap Management Co. CA bought a new position in shares of Walmart in the 2nd quarter worth $16,377,000. Palisade Capital Management LP acquired a new stake in Walmart in the 2nd quarter valued at $2,680,000. Finally, Cooper Haims Advisors LLC acquired a new stake in Walmart in the 2nd quarter valued at $305,000. Institutional investors and hedge funds own 26.76% of the company’s stock.
Wall Street Analysts Forecast Growth Several research analysts have weighed in on WMT shares. Sanford C. Bernstein restated an “outperform” rating on shares of Walmart in a report on Friday, August 21st. Citigroup reduced their price objective on shares of Walmart from $147.00 to $132.00 and set a “buy” rating for the company in a report on Friday, August 21st. The Goldman Sachs Group reissued a “buy” rating and set a $130.00 target price on shares of Walmart in a research report on Friday, August 21st. JPMorgan Chase & Co. lowered their target price on shares of Walmart from $137.00 to $125.00 and set an “overweight” rating on the stock in a report on Friday, August 21st. Finally, Wells Fargo & Company lowered their target price on shares of Walmart from $140.00 to $120.00 and set an “overweight” rating on the stock in a report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.88.
View Our Latest Report on Walmart Walmart Trading Up 0.4% NASDAQ WMT opened at $103.09 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The business has a fifty day simple moving average of $111.90 and a 200 day simple moving average of $120.45. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15. The firm has a market capitalization of $820.40 billion, a P/E ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61.
Walmart (NASDAQ:WMT – Get Free Report) last posted its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.07. Walmart had a net margin of 3.00% and a return on equity of 21.83%. The firm had revenue of $187.94 billion for the quarter, compared to the consensus estimate of $186.64 billion. During the same period in the previous year, the firm earned $0.68 EPS. The business’s revenue for the quarter was up 5.9% compared to the same quarter last year. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, analysts predict that Walmart Inc. will post 2.87 EPS for the current fiscal year.
More Walmart News Here are the key news stories impacting Walmart this week:
Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing Insider Activity In other Walmart news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $106.34, for a total value of $308,386.00. Following the completion of the sale, the executive vice president directly owned 569,153 shares of the company’s stock, valued at approximately $60,523,730.02. This represents a 0.51% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the sale, the executive vice president owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 77,292 shares of company stock valued at $8,421,143 over the last ninety days. Company insiders own 0.09% of the company’s stock.
About Walmart (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
See Also Five stocks we like better than Walmart From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT – Free Report).
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Walmart souhlasil se zaplacením 50 milionů USD za urovnání obvinění, že jeho lékárny nelegálně vydávaly tisíce receptů na opioidy a další kontrolované látky. Součástí dohody je i hotline pro hlášení podezřelé činnosti a monitoring výdeje léčiv.
Walmart has agreed to pay a $50 million settlement over allegations its pharmacies were illegally filling thousands of prescriptions for opioids and other controlled substances, according to the Department of Justice (DOJ) and Drug Enforcement Administration (DEA).
The government complaint, first filed at the end of President Trump’s first term and amended during former President Joe Biden’s term, accused Walmart of violating the Controlled Substances Act.
“Today’s settlement proves this department is committed to putting Americans’ flourishing first,” Associate Attorney General Stanley Woodward said in a statement.
“Congress enacted laws to promote responsibility and accountability for companies who dispense controlled substances to protect Americans.
“This department will never shy away from vigorously enforcing pharmacies’ obligations to comply with those protections, ensuring that potential profits never justify aiding our nation’s opioid epidemic.”
The complaint alleged that Walmart had been filling invalid prescriptions with the knowledge of pharmacists and its compliance team since June 2013.
Walmart agreed to pay $50 million to settle claims its pharmacies illegally filled thousands of opioid prescriptions. Refrina – stock.adobe.com Some Walmart pharmacists reported the alleged illegal activity to Walmart’s corporate compliance team, including through thousands of “refusal-to-fill” forms, the DOJ said.
“The compliance team, however, prioritized other goals over CSA compliance,” the DOJ said.
“As one director on the compliance team acknowledged in an email, rather than analyzing the refusal-to-fill reports, the compliance team viewed ‘[d]riving sales and patient awareness,’ as ‘a far better use of our Market Directors and Market manger’s time.’”
Pharmacists also allegedly knowingly filled invalid prescriptions from “pill mill” prescribers or prescriptions that had red flags, such as dangerous opioid and nonopioid “cocktails,” repeated early fill requests of frequently abused drugs or high-dosages of opioids, according to the DOJ.
The retail giant must now set up a hotline for illegal activity reports and monitor pharmacy dispensing patterns. steheap – stock.adobe.com As part of the settlement, the DOJ said Walmart had entered into an agreement to establish a hotline for employees and patients to report suspected illegal activity.
The company must also proactively monitor pharmacy dispensing patterns.
Walmart did not immediately respond to FOX Business’ request for comment.
Arini Capital Management ve 2. čtvrtletí otevřela novou pozici ve Walmartu za zhruba 4,53 milionu USD, když koupila 40 000 akcií. Walmart zároveň ve čtvrtletí oznámil EPS 0,81 USD a tržby 187,94 miliardy USD, obojí nad odhady.
Arini Capital Management Ltd purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 40,000 shares of the retailer’s stock, valued at approximately $4,530,000. Walmart comprises approximately 0.5% of Arini Capital Management Ltd’s investment portfolio, making the stock its 26th biggest position.
Other large investors have also made changes to their positions in the company. State Street Corp increased its position in Walmart by 1.2% during the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after buying an additional 2,242,364 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Walmart by 6.8% in the fourth quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock worth $11,426,753,000 after acquiring an additional 6,517,394 shares in the last quarter. Norges Bank purchased a new stake in shares of Walmart during the fourth quarter worth about $6,458,529,000. Fisher Asset Management LLC grew its stake in shares of Walmart by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after acquiring an additional 328,229 shares during the last quarter. Finally, Franklin Resources Inc. increased its holdings in shares of Walmart by 2.6% during the fourth quarter. Franklin Resources Inc. now owns 36,820,550 shares of the retailer’s stock valued at $4,102,546,000 after acquiring an additional 920,969 shares in the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth WMT has been the subject of several research analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Walmart in a research report on Friday, August 21st. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a report on Wednesday, August 12th. The Goldman Sachs Group reiterated a “buy” rating and set a $130.00 price objective on shares of Walmart in a research note on Friday, August 21st. Freedom Capital raised shares of Walmart from a “hold” rating to a “strong-buy” rating in a report on Thursday, August 20th. Finally, Piper Sandler reissued an “overweight” rating and issued a $128.00 target price (down from $137.00) on shares of Walmart in a research report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $131.88.
View Our Latest Stock Analysis on Walmart Insider Activity In related news, EVP Daniel J. Bartlett sold 3,710 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $113.10, for a total transaction of $419,601.00. Following the sale, the executive vice president owned 626,299 shares in the company, valued at approximately $70,834,416.90. This trade represents a 0.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at $14,985,527.94. The trade was a 8.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is currently owned by corporate insiders.
Walmart Price Performance NASDAQ:WMT opened at $103.09 on Friday. Walmart Inc. has a one year low of $95.79 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.23 and a current ratio of 0.77. The firm has a market cap of $820.40 billion, a price-to-earnings ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61. The firm’s fifty day moving average is $111.90 and its two-hundred day moving average is $120.45.
Walmart (NASDAQ:WMT – Get Free Report) last released its quarterly earnings data on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion for the quarter, compared to analyst estimates of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The business’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. Research analysts expect that Walmart Inc. will post 2.87 EPS for the current year.
Key Walmart News Here are the key news stories impacting Walmart this week:
Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing Walmart Company Profile (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
Featured Articles Five stocks we like better than Walmart From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week
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Councilmark Asset Management ve 2. čtvrtletí otevřela novou pozici ve Walmartu za zhruba 6,707 mil. USD. Nakoupila 59 222 akcií a Walmart tvoří 3,6 % jejích aktiv.
Councilmark Asset Management LLC purchased a new position in Walmart Inc. (NASDAQ:WMT – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 59,222 shares of the retailer’s stock, valued at approximately $6,707,000. Walmart comprises about 3.6% of Councilmark Asset Management LLC’s holdings, making the stock its 8th largest holding.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Norges Bank purchased a new position in Walmart in the fourth quarter worth $6,458,529,000. Legal & General Group Plc purchased a new stake in Walmart during the second quarter valued at about $2,905,655,000. AQR Capital Management LLC raised its holdings in shares of Walmart by 188.1% during the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock valued at $1,199,907,000 after buying an additional 7,614,172 shares in the last quarter. Canada Pension Plan Investment Board bought a new stake in Walmart in the 2nd quarter worth approximately $796,677,000. Finally, Deutsche Bank AG boosted its stake in Walmart by 54.0% in the second quarter. Deutsche Bank AG now owns 18,607,297 shares of the retailer’s stock worth $2,107,462,000 after buying an additional 6,525,224 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.
Walmart Stock Performance Shares of NASDAQ:WMT opened at $103.09 on Friday. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The company has a 50-day moving average price of $111.90 and a 200-day moving average price of $120.45. The company has a market cap of $820.40 billion, a price-to-earnings ratio of 37.22, a price-to-earnings-growth ratio of 3.92 and a beta of 0.61. Walmart Inc. has a 12 month low of $95.79 and a 12 month high of $135.15.
Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.07. Walmart had a return on equity of 21.83% and a net margin of 3.00%.The company had revenue of $187.94 billion for the quarter, compared to analysts’ expectations of $186.64 billion. During the same period last year, the firm earned $0.68 earnings per share. Walmart’s quarterly revenue was up 5.9% on a year-over-year basis. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. As a group, equities analysts anticipate that Walmart Inc. will post 2.87 EPS for the current year. Insiders Place Their Bets In related news, EVP Christopher James Nicholas sold 2,900 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $106.34, for a total transaction of $308,386.00. Following the completion of the transaction, the executive vice president owned 569,153 shares in the company, valued at $60,523,730.02. This represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel Danker sold 50,644 shares of the firm’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $105.35, for a total value of $5,335,345.40. Following the completion of the sale, the executive vice president directly owned 201,672 shares of the company’s stock, valued at $21,246,145.20. The trade was a 20.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 77,292 shares of company stock worth $8,421,143. Corporate insiders own 0.09% of the company’s stock.
Analyst Upgrades and Downgrades A number of research analysts have commented on WMT shares. Gordon Haskett cut shares of Walmart from a “buy” rating to an “accumulate” rating in a research report on Thursday, August 20th. Guggenheim set a $130.00 price objective on shares of Walmart and gave the stock a “buy” rating in a report on Friday, August 21st. KeyCorp reaffirmed an “overweight” rating on shares of Walmart in a research note on Wednesday, August 12th. Royal Bank Of Canada reduced their target price on shares of Walmart from $137.00 to $131.00 and set an “outperform” rating on the stock in a report on Friday, August 21st. Finally, Wolfe Research reiterated an “outperform” rating and issued a $115.00 target price on shares of Walmart in a research report on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Walmart currently has an average rating of “Moderate Buy” and an average price target of $131.88.
Check Out Our Latest Research Report on WMT
Trending Headlines about Walmart Here are the key news stories impacting Walmart this week:
Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing Walmart Profile (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
Further Reading Five stocks we like better than Walmart From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding WMT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Walmart Inc. (NASDAQ:WMT – Free Report).
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Caisse de dépôt et placement du Québec ve 2. čtvrtletí koupila nový podíl ve Walmartu za přibližně 400,094 milionu USD. Walmart zároveň oznámil EPS 0,81 USD a tržby 187,94 miliardy USD, obojí nad odhady.
Caisse de depot et placement du Quebec acquired a new stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 3,532,526 shares of the retailer’s stock, valued at approximately $400,094,000.
Several other hedge funds have also made changes to their positions in the stock. Norges Bank bought a new position in Walmart during the fourth quarter valued at about $6,458,529,000. Legal & General Group Plc acquired a new position in Walmart in the 2nd quarter valued at approximately $2,905,655,000. AQR Capital Management LLC lifted its position in shares of Walmart by 188.1% in the 3rd quarter. AQR Capital Management LLC now owns 11,663,172 shares of the retailer’s stock worth $1,199,907,000 after acquiring an additional 7,614,172 shares during the period. Canada Pension Plan Investment Board bought a new stake in shares of Walmart in the 2nd quarter worth approximately $796,677,000. Finally, Deutsche Bank AG grew its holdings in shares of Walmart by 54.0% during the 2nd quarter. Deutsche Bank AG now owns 18,607,297 shares of the retailer’s stock worth $2,107,462,000 after purchasing an additional 6,525,224 shares in the last quarter. Institutional investors own 26.76% of the company’s stock.
Walmart Trading Up 0.4% Shares of WMT opened at $103.09 on Friday. Walmart Inc. has a 1 year low of $95.79 and a 1 year high of $135.15. The company has a current ratio of 0.77, a quick ratio of 0.23 and a debt-to-equity ratio of 0.41. The stock has a 50 day simple moving average of $111.90 and a 200-day simple moving average of $120.45. The stock has a market cap of $820.40 billion, a PE ratio of 37.22, a PEG ratio of 3.92 and a beta of 0.61.
Walmart (NASDAQ:WMT – Get Free Report) last posted its earnings results on Thursday, August 20th. The retailer reported $0.81 EPS for the quarter, topping the consensus estimate of $0.74 by $0.07. The business had revenue of $187.94 billion during the quarter, compared to the consensus estimate of $186.64 billion. Walmart had a return on equity of 21.83% and a net margin of 3.00%.Walmart’s revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the company earned $0.68 EPS. Walmart has set its Q3 2027 guidance at 0.620-0.640 EPS and its FY 2027 guidance at 2.800-2.870 EPS. On average, sell-side analysts predict that Walmart Inc. will post 2.87 EPS for the current fiscal year. Analyst Upgrades and Downgrades A number of research firms have recently issued reports on WMT. Robert W. Baird lowered their price objective on Walmart from $140.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, August 21st. BTIG Research reduced their target price on Walmart from $145.00 to $140.00 and set a “buy” rating for the company in a research report on Friday, August 21st. Morgan Stanley reiterated an “overweight” rating and set a $125.00 price target (down from $140.00) on shares of Walmart in a research note on Friday, August 21st. Citigroup lowered their price target on shares of Walmart from $147.00 to $132.00 and set a “buy” rating on the stock in a report on Friday, August 21st. Finally, BMO Capital Markets restated an “outperform” rating and issued a $126.00 price objective on shares of Walmart in a research note on Friday, August 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Walmart has an average rating of “Moderate Buy” and an average price target of $131.88.
Check Out Our Latest Stock Analysis on WMT
Insider Buying and Selling In other Walmart news, EVP David W. Guggina sold 11,978 shares of Walmart stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $119.82, for a total transaction of $1,435,203.96. Following the completion of the transaction, the executive vice president directly owned 125,067 shares of the company’s stock, valued at approximately $14,985,527.94. This trade represents a 8.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $106.34, for a total transaction of $308,386.00. Following the completion of the sale, the executive vice president owned 569,153 shares in the company, valued at $60,523,730.02. This represents a 0.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 77,292 shares of company stock valued at $8,421,143. 0.09% of the stock is owned by insiders.
Walmart News Summary Here are the key news stories impacting Walmart this week:
Positive Sentiment: Walmart’s fiscal second-quarter results showed continued momentum beyond traditional store sales: revenue reached approximately $187.9 billion, global e-commerce grew 23%, and advertising revenue increased 38%. These higher-growth businesses could support future margins and cash flow. Walmart Growth Engine Hums Positive Sentiment: Analysts and commentary continue to point to Walmart’s expanding e-commerce, digital advertising, memberships, convenience-led fulfillment, automation and AI initiatives as reasons the recent decline could represent a long-term buying opportunity. Walmart’s scale and value-focused pricing remain important competitive advantages. Walmart Continues to Grow Beyond Retail Neutral Sentiment: Walmart settled a U.S. Justice Department lawsuit alleging that its pharmacies unlawfully contributed to the opioid epidemic. Resolving the case removes an overhang and reduces legal uncertainty, although the financial terms and any broader implications remain important for investors. Walmart Settles U.S. Opioid Lawsuit Negative Sentiment: Recent coverage highlights a potentially tougher consumer environment. Walmart’s comparable sales growth was 3.4% excluding pharmacy-related items, while middle-income shoppers appear increasingly focused on necessities and limiting discretionary purchases. Walmart and Home Depot Results Negative Sentiment: Investors are also questioning whether Walmart’s valuation adequately reflects its strong performance. A high earnings multiple, slower core sales growth and the stock’s position below its moving averages have amplified the impact of the recent selloff. Walmart Selloff Analysis Negative Sentiment: Executive Vice President Daniel Danker sold 50,644 shares worth approximately $5.3 million. The sale was made under a pre-arranged Rule 10b5-1 plan to cover taxes on vested equity awards, making it a weaker bearish signal than discretionary insider selling. Walmart Insider Trading Filing About Walmart (Free Report)
Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.
The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.
Featured Articles Five stocks we like better than Walmart From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week
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Compagnie Lombard Odier SCmA ve 2. čtvrtletí zvýšila svůj podíl v JPMorgan Chase o 38,4 % na 927 953 akcií. Nákupem 257 250 akcií držela podíl v hodnotě 303 747 000 USD.
Compagnie Lombard Odier SCmA raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 38.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 927,953 shares of the financial services provider’s stock after purchasing an additional 257,250 shares during the period. JPMorgan Chase & Co. accounts for approximately 3.3% of Compagnie Lombard Odier SCmA’s holdings, making the stock its 9th biggest holding. Compagnie Lombard Odier SCmA’s holdings in JPMorgan Chase & Co. were worth $303,747,000 at the end of the most recent reporting period.
A number of other hedge funds have also bought and sold shares of JPM. Timmons Wealth Management LLC bought a new position in JPMorgan Chase & Co. during the fourth quarter worth $27,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of JPMorgan Chase & Co. in the 4th quarter valued at about $32,000. MBM Wealth Consultants LLC acquired a new position in shares of JPMorgan Chase & Co. in the 1st quarter valued at about $29,000. Aventus Investment Advisors Inc. acquired a new position in shares of JPMorgan Chase & Co. in the 2nd quarter valued at about $33,000. Finally, Osbon Capital Management LLC bought a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $35,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
JPMorgan Chase & Co. Price Performance Shares of JPM opened at $357.54 on Friday. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $366.50. The stock’s fifty day moving average is $347.44 and its 200-day moving average is $318.83. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market capitalization of $950.41 billion, a price-to-earnings ratio of 15.32, a price-to-earnings-growth ratio of 1.46 and a beta of 0.99.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last announced its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. JPMorgan Chase & Co.’s revenue was up 27.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.96 EPS. Equities analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year. Analyst Ratings Changes Several equities research analysts recently weighed in on JPM shares. Jefferies Financial Group set a $350.00 price objective on shares of JPMorgan Chase & Co. in a research note on Tuesday, July 14th. Robert W. Baird boosted their price objective on JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Truist Financial increased their target price on JPMorgan Chase & Co. from $344.00 to $352.00 and gave the stock a “hold” rating in a research report on Wednesday, July 15th. Wells Fargo & Company raised their target price on JPMorgan Chase & Co. from $375.00 to $390.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. Finally, Barclays boosted their price target on shares of JPMorgan Chase & Co. from $391.00 to $420.00 and gave the company an “overweight” rating in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $359.96.
Get Our Latest Analysis on JPM
Insider Buying and Selling In related news, General Counsel Stacey Friedman sold 5,467 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel owned 40,961 shares of the company’s stock, valued at $13,547,031.53. The trade was a 11.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $361.41, for a total value of $903,525.00. Following the completion of the sale, the insider owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.41% of the stock is owned by company insiders.
Key JPMorgan Chase & Co. News Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit (Free Report)
JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.
The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.
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Ethic Inc. ve 2. čtvrtletí zvýšila podíl v JPMorgan Chase o 9,9 % na 92 027 akcií v hodnotě 30,123 milionu USD. JPMorgan zároveň vykázala za čtvrtletí EPS 6,14 USD a tržby 58,02 miliardy USD, obojí nad odhady.
Ethic Inc. lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 9.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,027 shares of the financial services provider’s stock after purchasing an additional 8,322 shares during the quarter. Ethic Inc.’s holdings in JPMorgan Chase & Co. were worth $30,123,000 at the end of the most recent reporting period.
Several other large investors also recently made changes to their positions in JPM. Fidelis Capital Partners LLC lifted its holdings in JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after acquiring an additional 5,101 shares during the period. First National Bank of Mount Dora Trust Investment Services grew its stake in JPMorgan Chase & Co. by 18.7% in the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 41,218 shares of the financial services provider’s stock valued at $12,125,000 after purchasing an additional 6,492 shares during the period. Brighton Jones LLC grew its stake in JPMorgan Chase & Co. by 11.0% in the 4th quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after purchasing an additional 4,841 shares during the period. FAS Wealth Partners Inc. increased its position in shares of JPMorgan Chase & Co. by 4.3% during the 1st quarter. FAS Wealth Partners Inc. now owns 43,527 shares of the financial services provider’s stock valued at $12,804,000 after purchasing an additional 1,794 shares during the last quarter. Finally, KTF Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at $6,449,000. 71.55% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In A number of equities analysts recently weighed in on the stock. Morgan Stanley reissued a “positive” rating and issued a $370.00 price target on shares of JPMorgan Chase & Co. in a report on Wednesday, July 15th. Keefe, Bruyette & Woods raised their price objective on shares of JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Citigroup lifted their price objective on shares of JPMorgan Chase & Co. from $325.00 to $360.00 and gave the stock a “neutral” rating in a research report on Monday, July 20th. Truist Financial boosted their target price on shares of JPMorgan Chase & Co. from $344.00 to $352.00 and gave the company a “hold” rating in a research note on Wednesday, July 15th. Finally, Robert W. Baird increased their target price on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $359.96.
View Our Latest Research Report on JPMorgan Chase & Co. Insider Buying and Selling In related news, General Counsel Stacey Friedman sold 5,467 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the sale, the general counsel directly owned 40,961 shares in the company, valued at approximately $13,547,031.53. This represents a 11.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Robin Leopold sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $361.41, for a total transaction of $903,525.00. Following the completion of the transaction, the insider directly owned 73,547 shares of the company’s stock, valued at approximately $26,580,621.27. This trade represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.41% of the company’s stock.
JPMorgan Chase & Co. Trading Up 0.9% Shares of JPMorgan Chase & Co. stock opened at $357.54 on Friday. The stock has a market capitalization of $950.41 billion, a P/E ratio of 15.32, a P/E/G ratio of 1.47 and a beta of 0.99. JPMorgan Chase & Co. has a 52-week low of $279.10 and a 52-week high of $366.50. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.85 and a current ratio of 0.85. The stock’s 50-day simple moving average is $347.44 and its 200 day simple moving average is $318.83.
JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its earnings results on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.59 by $0.55. The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company’s quarterly revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business earned $4.96 earnings per share. As a group, research analysts anticipate that JPMorgan Chase & Co. will post 24.28 EPS for the current year.
JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:
Positive Sentiment: JPMorgan is expanding its retail footprint with a planned branch in the Lake Norman area and a new Frisco, Texas, lease. The moves support long-term deposit gathering, customer acquisition and local commercial-banking growth, although the near-term earnings impact is likely modest. Chase Bank plans to open new branch in Lake Norman JPMorgan Chase plans expansion, signs Frisco lease Positive Sentiment: A new collaboration with Experian will embed account and payee verification into payment workflows. By helping businesses detect incorrect accounts and potential fraud before funds are sent, the service could strengthen JPMorgan’s payments offering and create additional enterprise relationships. Experian and JPMorgan Push Account Checks Into Payment Workflows Positive Sentiment: JPMorgan’s potential stablecoin is viewed as a way to extend its blockchain-payment capabilities, accelerate settlement and deepen institutional digital-finance relationships. The initiative could improve the bank’s competitive position in payments, though commercialization and regulatory execution remain uncertain. Can JPMorgan’s Stablecoin Push Strengthen Its Digital Payments Edge? Neutral Sentiment: Recent comparisons indicate JPMorgan has helped lead gains among diversified banks, with analysts remaining moderately optimistic. That supports sentiment but offers limited new information about earnings or valuation. How Is JPMorgan Chase’s Stock Performance Compared to Other Diversified Bank Stocks Negative Sentiment: Regulatory scrutiny is a key risk. The SEC reportedly subpoenaed JPMorgan and other major banks over margin lending to a hedge fund that suffered a steep drawdown. Separately, a proposed GSIB capital-surcharge revision and a technical funding change could reduce expected capital relief, potentially pressuring returns and buyback capacity. SEC Probe Puts Wall Street Leverage Risk Back in Focus JPMorgan Prices One Fed Formula at 61% of Quarterly Profit (Free Report)
JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.
The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.
Featured Articles Five stocks we like better than JPMorgan Chase & Co. From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).
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Commerzbank Aktiengesellschaft FI ve 2. čtvrtletí zvýšila svůj podíl v Johnson & Johnson o 5,9 % na 630 281 akcií v hodnotě 160,1 mil. USD. Zdravotnický titul je její 9. největší držbou.
Commerzbank Aktiengesellschaft FI boosted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 630,281 shares of the company’s stock after buying an additional 34,975 shares during the quarter. Johnson & Johnson makes up about 3.2% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 9th biggest holding. Commerzbank Aktiengesellschaft FI’s holdings in Johnson & Johnson were worth $160,072,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in JNJ. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. bought a new position in Johnson & Johnson during the 4th quarter valued at approximately $26,000. Bay Harbor Wealth Management LLC raised its position in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. Semmax Financial Advisors Inc. lifted its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. lifted its position in shares of Johnson & Johnson by 946.7% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares during the period. Institutional investors own 69.55% of the company’s stock.
Insider Buying and Selling In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 63,972 shares of company stock valued at $16,245,605. Company insiders own 0.16% of the company’s stock.
Analyst Ratings Changes Several equities analysts recently issued reports on JNJ shares. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Guggenheim lifted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Royal Bank Of Canada raised their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. Finally, Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $268.22. Check Out Our Latest Report on JNJ
Johnson & Johnson News Roundup Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J’s oral psoriasis pill Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock’s surge? Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock Johnson & Johnson Stock Performance JNJ stock opened at $268.30 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $276.47. The company has a market cap of $646.58 billion, a P/E ratio of 31.09, a price-to-earnings-growth ratio of 2.56 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock’s fifty day moving average price is $258.88 and its 200-day moving average price is $243.94.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the firm posted $2.77 earnings per share. The firm’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s payout ratio is presently 62.11%.
(Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Further Reading Five stocks we like better than Johnson & Johnson From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Deutsche Bank AG ve 2. čtvrtletí zvýšila podíl v Johnson & Johnson o 8,5 % na 15 661 323 akcií v hodnotě 3 977 506 000 USD. Banka tak držela asi 0,65 % společnosti.
Deutsche Bank AG raised its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 8.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,661,323 shares of the company’s stock after acquiring an additional 1,225,676 shares during the quarter. Johnson & Johnson comprises 1.2% of Deutsche Bank AG’s investment portfolio, making the stock its 13th biggest holding. Deutsche Bank AG owned about 0.65% of Johnson & Johnson worth $3,977,506,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank grew its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC grew its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. increased its stake in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades A number of brokerages recently commented on JNJ. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $268.22.
View Our Latest Stock Report on Johnson & Johnson Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J’s oral psoriasis pill Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock’s surge? Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock Insider Activity at Johnson & Johnson In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 over the last quarter. Corporate insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Up 1.0% Shares of JNJ stock opened at $268.30 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $646.58 billion, a price-to-earnings ratio of 31.09, a PEG ratio of 2.56 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The company has a 50-day simple moving average of $258.88 and a two-hundred day simple moving average of $243.94.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
(Free Report)
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
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GM plánuje v Ontariu montovat novou generaci těžkého pickupu GMC Sierra jako součást předběžné dohody s Uniforem, která má do kanadského automobilového sektoru přinést C$1,1 miliardy. Součástí je také C$144 milionů pro závod v Oshawě a závazek neprodávat ani okamžitě neuzavřít továrnu v Ingersoll.
General Motors (GM.N) plans to assemble a heavy-duty pickup at an Ontario plant as part of a tentative deal with a key union that would pump C$1.1 billion ($791.31 million) into Canada's auto sector as it reels from U.S. tariffs, a union bargaining report said on Saturday.
The investment comes as Canada's auto sector grapples with 25% U.S. tariffs on vehicles, with President Donald Trump pledging to double them to 50% on January 1, 2027. The fate of Canadian auto plants has emerged as a central issue in stalled U.S.-Canada trade negotiations.
GM plans to spend C$144 million to add the next-generation heavy-duty GMC Sierra truck to a plant in Oshawa, and pledged not to immediately sell or close a second assembly plant in Ingersoll, Ontario, according to the bargaining report from the union Unifor.
The deal is contingent on approval from workers who are voting on Saturday and Sunday. Both Unifor and GM's Canadian division declined comment during the vote.
The C$1.1 billion investment includes a C$691 million commitment to support production of new V8 engines in Ontario that was previously announced in April, the report said.
The tentative agreement was reached last Saturday between GM and Unifor on behalf of 4,600 union members in Canada's most populous province, Ontario.
U.S. President Donald Trump, who has clashed with Ontario Premier Doug Ford in recent days, has also said he will increase tariffs on all Canadian cars and trucks, automotive parts and steel to 50% starting January 1, 2027.
Autos are a key part of talks between the United States and its northern neighbor to reduce U.S. tariffs on Canadian-produced vehicles. Negotiations ended last week over unresolved issues, such as whether to cut duties on medium- and heavy-duty vehicles that are critical for Canadian factories.
Canada has said it cannot accept a trade deal with the U.S. unless the agreement ensures the survival of a robust Canadian auto assembly and parts industry.
United States Commerce Secretary Howard Lutnick has said Canadian negotiators only raised demands to include medium-and heavy-duty trucks on Friday at 4 p.m. just ahead of a deadline for securing a deal.
The tentative deal with Unifor would invest C$215 million to assemble a new generation transmission at a separate factory in St. Catherines, Ontario, starting in late 2029.
GM also committed to not close or sell its CAMI assembly plant, formally known as Canadian Automotive Manufacturing Inc., in Ingersoll while it studies alternative production for the factory. The plant would have priority to do defense work for the Canadian Armed Forces, in the event the automaker secures a contract for such output, the bargaining report said.
Bank of Nova Scotia ve 2. čtvrtletí snížila podíl ve společnosti Verizon o 14,9 % na 2 229 826 akcií. Verizon zároveň oznámil EPS 1,30 USD, nad odhadem 1,27 USD.
Bank of Nova Scotia cut its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 14.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,229,826 shares of the cell phone carrier’s stock after selling 391,941 shares during the quarter. Bank of Nova Scotia owned approximately 0.05% of Verizon Communications worth $94,410,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Strengthening Families & Communities LLC raised its stake in Verizon Communications by 490.0% during the fourth quarter. Strengthening Families & Communities LLC now owns 649 shares of the cell phone carrier’s stock valued at $26,000 after buying an additional 539 shares during the last quarter. Robinswood Financial LLC bought a new position in Verizon Communications in the 1st quarter worth about $27,000. Lam Group Inc. purchased a new stake in Verizon Communications during the 1st quarter valued at about $28,000. EQ Wealth Advisors LLC bought a new stake in Verizon Communications during the 4th quarter valued at about $29,000. Finally, Sarver Vrooman Wealth Advisors raised its holdings in Verizon Communications by 173.0% in the fourth quarter. Sarver Vrooman Wealth Advisors now owns 707 shares of the cell phone carrier’s stock worth $29,000 after buying an additional 448 shares during the last quarter. 62.06% of the stock is owned by hedge funds and other institutional investors.
Verizon Communications Stock Performance NYSE VZ opened at $50.11 on Friday. The company has a debt-to-equity ratio of 1.36, a current ratio of 0.60 and a quick ratio of 0.57. Verizon Communications Inc. has a 1-year low of $38.39 and a 1-year high of $51.68. The business has a 50 day simple moving average of $45.91 and a two-hundred day simple moving average of $47.42. The stock has a market capitalization of $208.20 billion, a PE ratio of 13.05, a P/E/G ratio of 1.38 and a beta of 0.25.
Verizon Communications (NYSE:VZ – Get Free Report) last issued its quarterly earnings data on Friday, July 24th. The cell phone carrier reported $1.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.27 by $0.03. Verizon Communications had a return on equity of 19.48% and a net margin of 11.64%.The business had revenue of $34.25 billion for the quarter, compared to analysts’ expectations of $35.16 billion. During the same period in the prior year, the firm earned $1.22 EPS. The company’s revenue for the quarter was down .7% on a year-over-year basis. Verizon Communications has set its FY 2026 guidance at 4.990-5.040 EPS. On average, research analysts predict that Verizon Communications Inc. will post 5.03 EPS for the current fiscal year. Verizon Communications Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Friday, July 10th were given a $0.7075 dividend. This represents a $2.83 dividend on an annualized basis and a yield of 5.6%. The ex-dividend date of this dividend was Friday, July 10th. Verizon Communications’s dividend payout ratio is 73.70%.
Wall Street Analysts Forecast Growth Several brokerages have recently issued reports on VZ. TD Cowen upped their target price on shares of Verizon Communications from $54.00 to $56.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. Morgan Stanley raised their price target on shares of Verizon Communications from $50.00 to $52.00 and gave the company an “equal weight” rating in a research report on Monday, July 27th. Erste Group Bank reaffirmed a “hold” rating on shares of Verizon Communications in a report on Tuesday, May 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Verizon Communications in a report on Wednesday. Finally, Scotiabank boosted their target price on Verizon Communications from $51.50 to $52.50 and gave the stock a “sector outperform” rating in a research report on Monday, July 27th. Nine analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, Verizon Communications currently has a consensus rating of “Hold” and a consensus price target of $50.84.
Check Out Our Latest Stock Report on Verizon Communications
Insider Buying and Selling at Verizon Communications In related news, CEO Kyle Malady sold 1,100 shares of the firm’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $50.06, for a total transaction of $55,066.00. Following the completion of the sale, the chief executive officer directly owned 108,766 shares of the company’s stock, valued at approximately $5,444,825.96. This trade represents a 1.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.03% of the company’s stock.
Verizon Communications Company Profile (Free Report)
Verizon Communications Inc (NYSE: VZ) is a major U.S.-based telecommunications company that provides a broad range of communications and information services. Its operations span consumer and business markets, with core offerings that include wireless voice and data services, fixed-line broadband and fiber-optic services, and enterprise networking solutions. Verizon is headquartered in New York City and operates a nationwide wireless network that supports consumer subscribers as well as business and government customers.
The company’s consumer products include mobile phone plans, unlimited data services, and Fios, its branded fiber-optic internet, television and voice service for homes and small businesses.
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Berry Wealth Group LP ve 2. čtvrtletí nově koupila 1 644 akcií Home Depot za zhruba 580 000 USD. Home Depot zároveň oznámila zisk 4,92 USD na akcii a tržby 47,86 miliardy USD, obojí nad odhady.
Berry Wealth Group LP acquired a new position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 1,644 shares of the home improvement retailer’s stock, valued at approximately $580,000. Home Depot accounts for about 1.9% of Berry Wealth Group LP’s holdings, making the stock its 15th largest position.
A number of other institutional investors and hedge funds have also added to or reduced their stakes in HD. Haverford Trust Co acquired a new stake in Home Depot in the 2nd quarter valued at approximately $36,402,000. Clear Harbor Asset Management LLC acquired a new position in Home Depot during the 2nd quarter worth $8,776,000. First Nebraska Trust Co acquired a new position in Home Depot during the 2nd quarter worth $4,330,000. Bank of Nova Scotia bought a new position in shares of Home Depot in the second quarter worth $118,723,000. Finally, Kirtland Hills Capital Management LLC bought a new position in shares of Home Depot in the second quarter worth $1,243,000. 70.86% of the stock is owned by institutional investors.
Home Depot Price Performance Shares of NYSE HD opened at $329.80 on Friday. The Home Depot, Inc. has a twelve month low of $289.10 and a twelve month high of $426.75. The company has a current ratio of 1.08, a quick ratio of 0.31 and a debt-to-equity ratio of 2.64. The firm has a 50-day moving average of $340.97 and a two-hundred day moving average of $338.75. The company has a market capitalization of $329.04 billion, a price-to-earnings ratio of 23.08, a PEG ratio of 3.64 and a beta of 0.95.
Home Depot (NYSE:HD – Get Free Report) last announced its quarterly earnings data on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.73 by $0.19. Home Depot had a net margin of 8.41% and a return on equity of 106.42%. The company had revenue of $47.86 billion for the quarter, compared to analysts’ expectations of $47.24 billion. During the same quarter in the previous year, the company posted $4.68 EPS. The business’s revenue was up 5.7% compared to the same quarter last year. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. As a group, analysts expect that The Home Depot, Inc. will post 15 earnings per share for the current fiscal year. Home Depot Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Thursday, September 3rd will be given a $2.33 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $9.32 annualized dividend and a yield of 2.8%. Home Depot’s payout ratio is 65.22%.
Analyst Upgrades and Downgrades A number of equities research analysts recently weighed in on the stock. DA Davidson restated a “buy” rating and set a $377.00 price objective on shares of Home Depot in a research note on Wednesday, August 19th. Weiss Ratings upgraded shares of Home Depot from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 7th. Royal Bank Of Canada lowered their target price on shares of Home Depot from $343.00 to $342.00 and set a “sector perform” rating on the stock in a research note on Wednesday, August 19th. Wells Fargo & Company boosted their price target on shares of Home Depot from $360.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 11th. Finally, Robert W. Baird reduced their price target on shares of Home Depot from $430.00 to $380.00 and set an “outperform” rating for the company in a research note on Wednesday, May 20th. Eighteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $375.54.
View Our Latest Report on Home Depot
Key Headlines Impacting Home Depot Here are the key news stories impacting Home Depot this week:
Positive Sentiment: Home Depot reported fiscal second-quarter sales of $47.86 billion, up 5.7% year over year and its strongest comparable-sales growth since 2022. Adjusted earnings of $4.92 per share exceeded the $4.73 analyst consensus, reinforcing the view that the retailer’s turnaround is gaining traction. The Home Depot Posts Record Sales Growth Amid CEO Leave Positive Sentiment: The company expanded its Magic Apron AI shopping assistant to every U.S. store. The tool provides localized product information, project guidance and store navigation through text, voice, images and multiple languages. Its potential to improve customer service, employee productivity and conversion rates supports the long-term growth narrative. The Home Depot Expands Magic Apron Neutral Sentiment: Analysts and recent commentary see significant upside if housing and remodeling demand recover, with Home Depot’s scale and professional-customer base viewed as competitive advantages. However, the stock remains below its 50-day and 200-day moving averages, indicating that investors have not fully embraced the turnaround thesis. Home Depot Turnaround Could Be Bigger Than Investors Expect Neutral Sentiment: Although Home Depot beat quarterly estimates, a reported $685 million tariff refund may have boosted results. Investors could discount part of the earnings strength if the benefit is viewed as nonrecurring. Home Depot Beat Q2 Estimates Negative Sentiment: CEO Ted Decker is on temporary medical leave, creating uncertainty around leadership even as operating performance improves. Separately, EVP Michael Rowe sold 710 shares valued at approximately $239,100, a relatively small transaction but a modest negative sentiment signal. Home Depot EVP Michael Rowe Sells Shares Insiders Place Their Bets In other news, EVP Michael F. Rowe sold 710 shares of the business’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $336.76, for a total transaction of $239,099.60. Following the sale, the executive vice president directly owned 6,838 shares of the company’s stock, valued at $2,302,764.88. The trade was a 9.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Richard V. Mcphail sold 5,989 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $348.40, for a total transaction of $2,086,567.60. Following the sale, the chief financial officer directly owned 48,104 shares of the company’s stock, valued at $16,759,433.60. This represents a 11.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.08% of the company’s stock.
Home Depot Profile (Free Report)
The Home Depot, Inc (NYSE: HD) is a leading home improvement retailer that operates large-format stores and an integrated online platform offering a broad range of products and services for do-it-yourself consumers, professional contractors and businesses. The company was founded in 1978 by Bernard Marcus and Arthur Blank and is headquartered in Atlanta, Georgia. Since opening its first stores at the end of the 1970s, Home Depot has grown into a multinational retailer known for its orange-branded stores and wide assortment of home improvement merchandise.
Home Depot’s core business includes the sale of building materials, lumber, tools, hardware, appliances, paint, plumbing and electrical supplies, lawn and garden products, and home décor.
See Also Five stocks we like better than Home Depot From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week
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