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Halliburton (HAL - Free Report) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.54 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.85%. A quarter ago, it was expected that this provider of drilling services to oil and gas operators would post earnings of $0.49 per share when it actually produced earnings of $0.55, delivering a surprise of +12.24%.

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

Halliburton, which belongs to the Zacks Oil and Gas - Field Services industry, posted revenues of $5.71 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.19%. This compares to year-ago revenues of $5.51 billion. The company has topped consensus revenue estimates four times over the last four quarters.

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

Halliburton shares have added about 24.2% since the beginning of the year versus the S&P 500's gain of 8.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.60 on $5.66 billion in revenues for the coming quarter and $2.36 on $22.25 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Oil and Gas - Field Services is currently in the bottom 36% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Drilling Tools International Corp. (DTI - Free Report) , has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.04 per share in its upcoming report, which represents a year-over-year change of -100%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Drilling Tools International Corp.'s revenues are expected to be $38.01 million, down 3.6% from the year-ago quarter.

Posted by Defense World Staff on Jul 21st, 2026

Bank of New York Mellon Corp decreased its position in shares of Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report) by 3.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 679,203 shares of the transportation company’s stock after selling 26,712 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.51% of Expeditors International of Washington worth $97,282,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in EXPD. Elyxium Wealth LLC acquired a new stake in shares of Expeditors International of Washington during the fourth quarter worth about $28,000. DV Equities LLC acquired a new position in Expeditors International of Washington in the 4th quarter valued at about $28,000. Nalls Sherbakoff Group LLC acquired a new position in Expeditors International of Washington in the 4th quarter valued at about $30,000. Bard Associates Inc. purchased a new stake in Expeditors International of Washington during the 4th quarter valued at approximately $32,000. Finally, Geneos Wealth Management Inc. raised its stake in Expeditors International of Washington by 132.3% during the 4th quarter. Geneos Wealth Management Inc. now owns 230 shares of the transportation company’s stock valued at $34,000 after acquiring an additional 131 shares during the last quarter. 94.02% of the stock is owned by institutional investors and hedge funds.

Expeditors International of Washington Trading Down 3.1% Shares of EXPD stock opened at $177.12 on Tuesday. The company has a market capitalization of $23.17 billion, a price-to-earnings ratio of 30.97, a PEG ratio of 5.00 and a beta of 1.04. The firm has a 50-day moving average price of $163.70 and a 200 day moving average price of $155.32. Expeditors International of Washington, Inc. has a twelve month low of $110.48 and a twelve month high of $183.52.

Expeditors International of Washington (NASDAQ:EXPD – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The transportation company reported $1.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.33 by $0.38. Expeditors International of Washington had a net margin of 7.64% and a return on equity of 36.16%. The firm’s revenue was up 4.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.47 EPS. As a group, research analysts predict that Expeditors International of Washington, Inc. will post 5.39 earnings per share for the current year.

Expeditors International of Washington Dividend Announcement The business also recently disclosed a dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were paid a dividend of $0.81 per share. The ex-dividend date of this dividend was Monday, June 1st. This represents a dividend yield of 101.0%. Expeditors International of Washington’s payout ratio is currently 26.21%.

Wall Street Analysts Forecast Growth A number of research analysts have recently issued reports on EXPD shares. UBS Group boosted their target price on Expeditors International of Washington from $175.00 to $191.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Stephens raised Expeditors International of Washington to a “strong-buy” rating in a report on Wednesday, July 8th. Susquehanna raised their target price on shares of Expeditors International of Washington from $142.00 to $156.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Barclays raised their price objective on shares of Expeditors International of Washington from $135.00 to $150.00 and gave the company an “underweight” rating in a research report on Thursday, June 25th. Finally, Zacks Research upgraded Expeditors International of Washington from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. Two analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, five have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $148.56.

Get Our Latest Stock Report on Expeditors International of Washington

Expeditors International of Washington Company Profile (Free Report)

Expeditors International of Washington is a global logistics and freight forwarding company headquartered in Seattle, Washington. The firm specializes in providing tailored supply chain solutions that encompass air, ocean and ground transportation. Through an integrated service model, Expeditors coordinates and manages the movement of goods for a diverse customer base, including manufacturers, retailers and technology companies.

The company’s core offerings include customs brokerage, cargo insurance, distribution and warehousing services, as well as vendor consolidation and inventory management.

Featured Stories Five stocks we like better than Expeditors International of Washington The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding EXPD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report).

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New York, New York--(Newsfile Corp. - July 21, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Lucid Group, Inc. ("Lucid" or the "Company") (NASDAQ: LCID) on behalf of investors that purchased or otherwise acquired Lucid Group securities between February 25, 2026 and April 13, 2026 (the "Class Period").

CLICK HERE TO JOIN THE CASE

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

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than July 28, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

On Friday April 3, 2026, at the close of the market, Lucid issued in a press release stating that the Company "produced 5,500 vehicles" during the first quarter of 2026, while only "deliver[ing] 3,093 vehicles." The press release further stated that "[d]uring the quarter, deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats" and, "[a]s result of this, the [C]ompany's ability to meet customer demand was impacted." That same day, Reuters published an article entitled "Lucid misses first-quarter vehicle delivery estimates on supplier disruptions." According to the article Chief Executive Officer Marc Winterhoff, said "[d]eliveries were particularly hit in February" when the Company "paused to reverse the change and inspect vehicles already produced."

In the first two trading sessions following the news, the price of Lucid shares declined by $1.13 per share, or 11.35%, to close at $8.83 per share on April 7, 2026.

Then, on April 14, 2026, Lucid announced preliminary first quarter 2026 financial results, including revenue in the range of $280 million to $284 million, well below the consensus estimate of $433.8 million according to the complaint, and loss from operations in the range of $985 million to $1.005 billion.

Following this news, the price of Lucid stock fell $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.

The complaint alleges, among other things, that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (i) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (iii) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.

WHY CONTACT KAPLAN FOX?

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

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

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

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

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

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

https://www.kaplanfox.com/case/lucid-group-inc-class-action-alert-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305891

Source: Kaplan Fox & Kilsheimer LLP

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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Posted by Defense World Staff on Jul 21st, 2026

Baader Bank Aktiengesellschaft raised its stake in shares of Corning Incorporated (NYSE:GLW – Free Report) by 179.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,471 shares of the electronics maker’s stock after buying an additional 5,437 shares during the period. Baader Bank Aktiengesellschaft’s holdings in Corning were worth $1,144,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Beirne Wealth Consulting Services LLC increased its stake in shares of Corning by 0.8% in the first quarter. Beirne Wealth Consulting Services LLC now owns 8,045 shares of the electronics maker’s stock worth $1,094,000 after acquiring an additional 64 shares during the last quarter. Balefire LLC boosted its position in Corning by 0.7% during the first quarter. Balefire LLC now owns 9,595 shares of the electronics maker’s stock valued at $1,305,000 after purchasing an additional 65 shares during the last quarter. Millstone Evans Group LLC grew its stake in Corning by 1.3% in the first quarter. Millstone Evans Group LLC now owns 5,393 shares of the electronics maker’s stock valued at $733,000 after purchasing an additional 67 shares in the last quarter. Geneos Wealth Management Inc. grew its stake in Corning by 1.6% in the first quarter. Geneos Wealth Management Inc. now owns 4,585 shares of the electronics maker’s stock valued at $623,000 after purchasing an additional 70 shares in the last quarter. Finally, Caldwell Trust Co increased its position in Corning by 0.5% in the 1st quarter. Caldwell Trust Co now owns 15,893 shares of the electronics maker’s stock worth $2,161,000 after purchasing an additional 74 shares during the last quarter. 69.80% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Corning In other news, VP John Z. Zhang sold 10,000 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $198.34, for a total value of $1,983,400.00. Following the completion of the sale, the vice president directly owned 5,138 shares of the company’s stock, valued at approximately $1,019,070.92. This represents a 66.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Wendell P. Weeks sold 100,000 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $186.46, for a total transaction of $18,646,000.00. Following the completion of the sale, the chief executive officer owned 908,353 shares in the company, valued at approximately $169,371,500.38. The trade was a 9.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 160,655 shares of company stock valued at $30,692,560. 0.25% of the stock is owned by corporate insiders.

Corning Trading Down 1.1% Shares of NYSE:GLW opened at $152.97 on Tuesday. The company has a market cap of $131.65 billion, a P/E ratio of 73.19, a P/E/G ratio of 2.03 and a beta of 1.09. The stock’s 50-day moving average is $191.73 and its 200-day moving average is $153.75. Corning Incorporated has a 52-week low of $53.29 and a 52-week high of $271.78. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.06 and a current ratio of 1.61.

Corning (NYSE:GLW – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The electronics maker reported $0.70 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.01. Corning had a return on equity of 19.45% and a net margin of 11.09%.The business had revenue of $4.34 billion during the quarter, compared to analysts’ expectations of $4.30 billion. During the same quarter in the previous year, the firm earned $0.54 EPS. The firm’s revenue was up 18.1% compared to the same quarter last year. Corning has set its Q2 2026 guidance at 0.730-0.770 EPS. Equities research analysts predict that Corning Incorporated will post 3.18 earnings per share for the current year.

Corning Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Monday, August 31st will be given a $0.28 dividend. This represents a $1.12 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, August 31st. Corning’s payout ratio is currently 53.59%.

Wall Street Analyst Weigh In A number of equities research analysts have recently weighed in on GLW shares. Wall Street Zen raised Corning from a “hold” rating to a “buy” rating in a research note on Saturday. Weiss Ratings reissued a “buy (b-)” rating on shares of Corning in a research note on Friday, May 15th. Oppenheimer increased their price objective on Corning from $210.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Susquehanna raised their price objective on shares of Corning from $125.00 to $180.00 and gave the company a “positive” rating in a research report on Wednesday, April 29th. Finally, Morgan Stanley set a $180.00 target price on shares of Corning in a research note on Friday, May 8th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $194.69.

View Our Latest Research Report on GLW

About Corning (Free Report)

Corning Incorporated is a global manufacturer specializing in specialty glass, ceramics and related materials and technologies. Headquartered in Corning, New York, the company supplies engineered materials and components used across multiple industries, including consumer electronics, telecommunications, automotive emissions control, pharmaceutical and life sciences, and industrial and scientific applications. Corning emphasizes materials science and precision manufacturing to develop durable, high-performance glass and ceramic products.

Key product lines include specialty display glass used by television and mobile-device manufacturers, cover glass marketed under well-known trade names for smartphones and tablets, and optical fiber and cable and related hardware for telecommunications networks.

See Also Five stocks we like better than Corning The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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SOUTH SAN FRANCISCO, Calif., July 21, 2026 (GLOBE NEWSWIRE) -- Vaxart, Inc. (OTCQX: VXRT), a clinical-stage biotechnology company developing a range of oral recombinant vaccines based on its proprietary delivery platform, today announced that members of its management team will participate in the BTIG Virtual Biotechnology Conference taking place virtually July 28, 2026.

Two industrial heavyweights report Q2 2026 results on Wednesday, July 22, 2026, and investors must pick a side: GE Vernova (NYSE:GEV | GEV Price Prediction), which reports before the market open, or CSX (NASDAQ:CSX), which reports after the close.

Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden cut its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 69.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 93,889 shares of the manufacturing equipment provider’s stock after selling 217,611 shares during the period. Andra AP fonden’s holdings in Applied Materials were worth $32,090,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Private Wealth Management Group LLC grew its position in shares of Applied Materials by 4.9% in the first quarter. Private Wealth Management Group LLC now owns 531 shares of the manufacturing equipment provider’s stock valued at $181,000 after purchasing an additional 25 shares during the last quarter. One Day In July LLC raised its position in shares of Applied Materials by 2.4% during the 1st quarter. One Day In July LLC now owns 1,089 shares of the manufacturing equipment provider’s stock worth $372,000 after purchasing an additional 26 shares during the last quarter. Pinnacle Bancorp Inc. lifted its stake in Applied Materials by 1.3% in the 1st quarter. Pinnacle Bancorp Inc. now owns 2,082 shares of the manufacturing equipment provider’s stock valued at $712,000 after buying an additional 27 shares in the last quarter. Horst & Graben Wealth Management LLC grew its holdings in Applied Materials by 2.1% during the 1st quarter. Horst & Graben Wealth Management LLC now owns 1,304 shares of the manufacturing equipment provider’s stock valued at $446,000 after buying an additional 27 shares during the last quarter. Finally, Warther Private Wealth LLC grew its holdings in Applied Materials by 1.5% during the 4th quarter. Warther Private Wealth LLC now owns 1,908 shares of the manufacturing equipment provider’s stock valued at $490,000 after buying an additional 28 shares during the last quarter. Hedge funds and other institutional investors own 80.56% of the company’s stock.

Analyst Ratings Changes A number of research firms have recently weighed in on AMAT. Cantor Fitzgerald boosted their price target on Applied Materials from $650.00 to $850.00 and gave the stock an “overweight” rating in a report on Monday, June 29th. Deutsche Bank Aktiengesellschaft increased their price objective on Applied Materials from $450.00 to $550.00 and gave the company a “buy” rating in a research note on Friday, May 15th. Wall Street Zen raised shares of Applied Materials from a “hold” rating to a “buy” rating in a research note on Saturday, May 23rd. Citigroup upped their target price on shares of Applied Materials from $550.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, June 17th. Finally, Truist Financial set a $575.00 price target on shares of Applied Materials in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $593.84.

View Our Latest Research Report on AMAT

Applied Materials Price Performance Shares of NASDAQ:AMAT opened at $525.70 on Tuesday. The company has a market cap of $417.38 billion, a P/E ratio of 49.36, a P/E/G ratio of 1.35 and a beta of 1.57. The business has a fifty day simple moving average of $534.76 and a 200-day simple moving average of $415.98. Applied Materials, Inc. has a 52 week low of $154.46 and a 52 week high of $739.67. The company has a quick ratio of 1.80, a current ratio of 2.51 and a debt-to-equity ratio of 0.22.

Applied Materials (NASDAQ:AMAT – Get Free Report) last released its earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.18. Applied Materials had a return on equity of 36.97% and a net margin of 29.31%.The firm had revenue of $7.91 billion for the quarter, compared to the consensus estimate of $7.68 billion. During the same period in the prior year, the business posted $2.39 earnings per share. The firm’s revenue for the quarter was up 11.4% compared to the same quarter last year. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. Equities research analysts forecast that Applied Materials, Inc. will post 12.14 EPS for the current year.

Applied Materials Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.53 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $2.12 annualized dividend and a dividend yield of 0.4%. Applied Materials’s dividend payout ratio (DPR) is currently 19.91%.

Key Stories Impacting Applied Materials Here are the key news stories impacting Applied Materials this week:

Positive Sentiment: Applied Materials joined CuspAI’s newly launched AI Materials Foundry as a founding member, a move that could help accelerate semiconductor materials discovery and reinforce AMAT’s role in next-generation chip manufacturing. Applied Materials Joins CuspAI Foundry To Speed Semiconductor Materials Discovery Positive Sentiment: Industry commentary from Zacks highlighted AMAT as one of several semiconductor names benefiting from the growing proliferation of AI, which continues to support demand for advanced chips and equipment. 3 Stocks to Buy From the Prospering Semiconductor Industry Positive Sentiment: Another Zacks piece pointed to bullish Wall Street views on Applied Materials, suggesting analysts still see solid longer-term fundamentals for the stock. Should You Invest in Applied Materials Based on Bullish Wall Street Views? Neutral Sentiment: Applied Materials continues to be viewed favorably by brokerages overall, with a consensus “Moderate Buy” rating, which helps support sentiment but is not a fresh catalyst. Applied Materials Given Consensus Rating of Moderate Buy by Brokerages Negative Sentiment: InvestorPlace flagged a bearish seasonal signal for AMAT heading into late July, which may be pressuring sentiment in the near term. Three Stocks Just Flashed Seasonal Signals Negative Sentiment: AMAT also appears to be moving with the broader semiconductor downturn, as the SOX index has fallen into a bear market and investors worry the AI-driven rally may be losing momentum. Semiconductor stocks enter bear market: Is bubble burst next? Insiders Place Their Bets In related news, SVP Omkaram Nalamasu sold 24,263 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $593.43, for a total value of $14,398,392.09. Following the completion of the sale, the senior vice president directly owned 146,916 shares in the company, valued at approximately $87,184,361.88. The trade was a 14.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Thomas J. Iannotti sold 9,250 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $599.77, for a total transaction of $5,547,872.50. Following the transaction, the director directly owned 40,559 shares of the company’s stock, valued at $24,326,071.43. This trade represents a 18.57% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 278,088 shares of company stock valued at $169,654,805. 0.30% of the stock is currently owned by corporate insiders.

Applied Materials Company Profile (Free Report)

Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.

Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.

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D.R. Horton (DHI - Free Report) came out with quarterly earnings of $3.2 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $3.36 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.02%. A quarter ago, it was expected that this homebuilder would post earnings of $2.15 per share when it actually produced earnings of $2.24, delivering a surprise of +4.19%.

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

D.R. Horton, which belongs to the Zacks Building Products - Home Builders industry, posted revenues of $9.23 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.46%. This compares to year-ago revenues of $9.23 billion. The company has topped consensus revenue estimates three times over the last four quarters.

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

D.R. Horton shares have added about 0.5% since the beginning of the year versus the S&P 500's gain of 8.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.38 on $10.2 billion in revenues for the coming quarter and $10.60 on $33.85 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Home Builders is currently in the bottom 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Beazer Homes (BZH - Free Report) , is yet to report results for the quarter ended June 2026.

This homebuilder is expected to post quarterly loss of $0.34 per share in its upcoming report, which represents a year-over-year change of -230.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Beazer Homes' revenues are expected to be $510.43 million, down 6.4% from the year-ago quarter.

Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden reduced its stake in Western Digital Corporation (NASDAQ:WDC – Free Report) by 68.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 81,737 shares of the data storage provider’s stock after selling 178,663 shares during the quarter. Andra AP fonden’s holdings in Western Digital were worth $22,109,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Wilkerson Advisory Group LLC grew its stake in shares of Western Digital by 114.7% in the first quarter. Wilkerson Advisory Group LLC now owns 249 shares of the data storage provider’s stock valued at $67,000 after buying an additional 133 shares in the last quarter. MWA Asset Management acquired a new position in Western Digital during the 1st quarter worth about $101,000. Convergence Investment Partners LLC purchased a new position in Western Digital during the 1st quarter valued at about $5,457,000. Legacy Wealth Managment LLC ID grew its position in Western Digital by 105,371.4% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 7,383 shares of the data storage provider’s stock valued at $1,997,000 after acquiring an additional 7,376 shares in the last quarter. Finally, Florida Financial Advisors LLC grew its position in Western Digital by 26.4% in the 1st quarter. Florida Financial Advisors LLC now owns 12,455 shares of the data storage provider’s stock valued at $3,369,000 after acquiring an additional 2,602 shares in the last quarter. Institutional investors and hedge funds own 92.51% of the company’s stock.

More Western Digital News Here are the key news stories impacting Western Digital this week:

Positive Sentiment: Western Digital is benefiting from a rebound in memory stocks as investors step back in after last week’s selloff, improving sentiment across the semiconductor group. Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips Positive Sentiment: Morgan Stanley’s view that the memory-stock selloff created a strong entry point is encouraging dip-buying in Western Digital and other chip names. The Memory Stock Sell-Off Created a ‘Strong Entry Point,’ Says Morgan Stanley. Investors Are Buying In. Neutral Sentiment: Western Digital Malaysia was recognized for advancing sustainable AI infrastructure, which supports the company’s AI narrative but is unlikely to be the main stock-moving catalyst today. WD Malaysia Recognized for Advancing Sustainable AI Infrastructure Western Digital Trading Up 2.1% Western Digital stock opened at $487.42 on Tuesday. The stock has a market cap of $168.00 billion, a P/E ratio of 29.10 and a beta of 2.11. The company has a fifty day simple moving average of $560.32 and a 200-day simple moving average of $388.23. Western Digital Corporation has a 12-month low of $66.04 and a 12-month high of $799.87.

Western Digital (NASDAQ:WDC – Get Free Report) last posted its earnings results on Thursday, April 30th. The data storage provider reported $2.72 EPS for the quarter, beating the consensus estimate of $2.39 by $0.33. The firm had revenue of $3.34 billion for the quarter, compared to analyst estimates of $3.25 billion. Western Digital had a return on equity of 42.95% and a net margin of 55.29%.Western Digital’s revenue for the quarter was up 45.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.36 earnings per share. Western Digital has set its Q4 2026 guidance at 3.100-3.400 EPS. As a group, sell-side analysts forecast that Western Digital Corporation will post 9.61 earnings per share for the current fiscal year.

Western Digital Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 17th. Stockholders of record on Friday, June 5th were given a dividend of $0.15 per share. This is a boost from Western Digital’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Friday, June 5th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Western Digital’s dividend payout ratio is 3.58%.

Insiders Place Their Bets In other Western Digital news, CEO Irving Tan sold 20,000 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $411.84, for a total transaction of $8,236,800.00. Following the sale, the chief executive officer owned 598,150 shares of the company’s stock, valued at approximately $246,342,096. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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, Director Bruce E. Kiddoo sold 750 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $528.52, for a total transaction of $396,390.00. Following the sale, the director owned 3,903 shares of the company’s stock, valued at $2,062,813.56. This represents a 16.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 28,959 shares of company stock worth $12,631,666 in the last three months. 0.18% of the stock is owned by company insiders.

Analyst Ratings Changes WDC has been the topic of several research reports. Wells Fargo & Company increased their price target on shares of Western Digital from $575.00 to $730.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. UBS Group reissued a “neutral” rating and issued a $560.00 price target on shares of Western Digital in a research report on Monday, July 13th. Weiss Ratings raised Western Digital from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, July 13th. Morgan Stanley increased their price objective on Western Digital from $488.00 to $650.00 and gave the company an “overweight” rating in a research note on Monday, June 15th. Finally, Susquehanna lifted their target price on Western Digital from $360.00 to $500.00 and gave the company a “neutral” rating in a report on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Western Digital presently has an average rating of “Moderate Buy” and an average target price of $520.32.

View Our Latest Stock Report on WDC

Western Digital Profile (Free Report)

Western Digital Corporation is a global data storage company that designs, manufactures and sells a broad range of storage devices and systems for personal, enterprise and cloud applications. Headquartered in San Jose, California, the company develops hard disk drives (HDDs), solid-state drives (SSDs), NAND flash components and finished storage products used in PCs, external storage, servers, network-attached storage (NAS) and embedded systems.

Its product portfolio spans consumer and commercial markets, including internal and external HDDs and SSDs, removable flash memory products and storage platforms for data center and enterprise environments.

See Also Five stocks we like better than Western Digital The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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Posted by Defense World Staff on Jul 21st, 2026

Baader Bank Aktiengesellschaft increased its holdings in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) by 72.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,413 shares of the data storage provider’s stock after buying an additional 6,065 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in Western Digital were worth $3,685,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Western Digital by 7.7% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 41,988 shares of the data storage provider’s stock worth $1,698,000 after purchasing an additional 3,019 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of Western Digital by 229.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,388 shares of the data storage provider’s stock valued at $56,000 after purchasing an additional 967 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Western Digital during the 2nd quarter valued at $307,000. Cresset Asset Management LLC purchased a new stake in shares of Western Digital during the 2nd quarter valued at $292,000. Finally, Federated Hermes Inc. increased its holdings in shares of Western Digital by 55.3% during the 2nd quarter. Federated Hermes Inc. now owns 2,374 shares of the data storage provider’s stock worth $152,000 after buying an additional 845 shares during the last quarter. 92.51% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes Several research analysts recently weighed in on the company. Sanford C. Bernstein raised Western Digital from a “market perform” rating to an “outperform” rating and set a $340.00 target price on the stock in a research report on Tuesday, March 31st. Mizuho boosted their price target on Western Digital from $550.00 to $685.00 and gave the company an “outperform” rating in a research report on Monday, June 8th. Wall Street Zen upgraded Western Digital from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Weiss Ratings upgraded Western Digital from a “buy (b-)” rating to a “buy (b)” rating in a report on Monday, July 13th. Finally, Jefferies Financial Group set a $575.00 price objective on Western Digital in a research note on Tuesday, May 26th. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $520.32.

Get Our Latest Stock Report on WDC

Key Western Digital News Here are the key news stories impacting Western Digital this week:

Positive Sentiment: Western Digital is benefiting from a rebound in memory stocks as investors step back in after last week’s selloff, improving sentiment across the semiconductor group. Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips Positive Sentiment: Morgan Stanley’s view that the memory-stock selloff created a strong entry point is encouraging dip-buying in Western Digital and other chip names. The Memory Stock Sell-Off Created a ‘Strong Entry Point,’ Says Morgan Stanley. Investors Are Buying In. Neutral Sentiment: Western Digital Malaysia was recognized for advancing sustainable AI infrastructure, which supports the company’s AI narrative but is unlikely to be the main stock-moving catalyst today. WD Malaysia Recognized for Advancing Sustainable AI Infrastructure Western Digital Trading Up 2.1% Shares of WDC stock opened at $487.42 on Tuesday. The company has a market capitalization of $168.00 billion, a PE ratio of 29.10 and a beta of 2.11. The firm has a fifty day simple moving average of $560.32 and a 200-day simple moving average of $388.23. Western Digital Corporation has a twelve month low of $66.04 and a twelve month high of $799.87.

Western Digital (NASDAQ:WDC – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The data storage provider reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.39 by $0.33. The company had revenue of $3.34 billion for the quarter, compared to the consensus estimate of $3.25 billion. Western Digital had a return on equity of 42.95% and a net margin of 55.29%.Western Digital’s revenue for the quarter was up 45.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.36 EPS. Western Digital has set its Q4 2026 guidance at 3.100-3.400 EPS. Equities research analysts predict that Western Digital Corporation will post 9.61 EPS for the current year.

Western Digital Increases Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, June 17th. Investors of record on Friday, June 5th were given a dividend of $0.15 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. This is a boost from Western Digital’s previous quarterly dividend of $0.12. Western Digital’s payout ratio is currently 3.58%.

Insider Buying and Selling at Western Digital In related news, insider Vidyadhara K. Gubbi sold 2,475 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $556.24, for a total transaction of $1,376,694.00. Following the sale, the insider owned 85,154 shares in the company, valued at $47,366,060.96. This represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Irving Tan sold 20,000 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $411.84, for a total transaction of $8,236,800.00. Following the completion of the transaction, the chief executive officer directly owned 598,150 shares in the company, valued at $246,342,096. This represents a 3.24% 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. Insiders sold 28,959 shares of company stock worth $12,631,666 in the last quarter. 0.18% of the stock is currently owned by corporate insiders.

About Western Digital (Free Report)

Western Digital Corporation is a global data storage company that designs, manufactures and sells a broad range of storage devices and systems for personal, enterprise and cloud applications. Headquartered in San Jose, California, the company develops hard disk drives (HDDs), solid-state drives (SSDs), NAND flash components and finished storage products used in PCs, external storage, servers, network-attached storage (NAS) and embedded systems.

Its product portfolio spans consumer and commercial markets, including internal and external HDDs and SSDs, removable flash memory products and storage platforms for data center and enterprise environments.

Read More Five stocks we like better than Western Digital The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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Posted by Defense World Staff on Jul 21st, 2026

D.A. Davidson & CO. lessened its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 32.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,725 shares of the company’s stock after selling 3,214 shares during the period. D.A. Davidson & CO.’s holdings in Marriott International were worth $2,200,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Marriott International by 2.5% during the fourth quarter. Brighton Jones LLC now owns 8,887 shares of the company’s stock valued at $2,479,000 after buying an additional 218 shares during the period. Empowered Funds LLC raised its holdings in shares of Marriott International by 39.1% in the 1st quarter. Empowered Funds LLC now owns 5,805 shares of the company’s stock valued at $1,383,000 after acquiring an additional 1,631 shares in the last quarter. Woodline Partners LP boosted its position in shares of Marriott International by 39.6% during the 1st quarter. Woodline Partners LP now owns 19,332 shares of the company’s stock valued at $4,605,000 after acquiring an additional 5,480 shares during the last quarter. Intech Investment Management LLC boosted its position in shares of Marriott International by 21.8% during the 1st quarter. Intech Investment Management LLC now owns 6,035 shares of the company’s stock valued at $1,438,000 after acquiring an additional 1,079 shares during the last quarter. Finally, Sei Investments Co. grew its holdings in shares of Marriott International by 3.8% during the second quarter. Sei Investments Co. now owns 137,329 shares of the company’s stock worth $37,520,000 after purchasing an additional 5,007 shares in the last quarter. 70.70% of the stock is owned by institutional investors.

Marriott International Price Performance Shares of MAR opened at $366.93 on Tuesday. Marriott International, Inc. has a 1 year low of $253.76 and a 1 year high of $410.98. The stock has a 50 day simple moving average of $376.76 and a two-hundred day simple moving average of $350.82. The firm has a market cap of $96.76 billion, a P/E ratio of 38.50, a P/E/G ratio of 2.91 and a beta of 1.11.

Marriott International (NASDAQ:MAR – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $2.72 EPS for the quarter, topping the consensus estimate of $2.56 by $0.16. Marriott International had a net margin of 9.72% and a negative return on equity of 80.97%. The firm had revenue of $1.81 billion for the quarter, compared to the consensus estimate of $6.59 billion. During the same period last year, the firm posted $2.32 earnings per share. The business’s revenue was up 6.2% compared to the same quarter last year. Marriott International has set its FY 2026 guidance at 11.380-11.630 EPS and its Q2 2026 guidance at 2.990-3.060 EPS. On average, equities analysts anticipate that Marriott International, Inc. will post 11.64 earnings per share for the current year.

Marriott International Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 22nd were paid a $0.73 dividend. This is a boost from Marriott International’s previous quarterly dividend of $0.67. This represents a $2.92 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Friday, May 22nd. Marriott International’s payout ratio is presently 30.64%.

Insider Transactions at Marriott International In other news, EVP Peggy Roe sold 3,000 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $361.56, for a total transaction of $1,084,680.00. Following the transaction, the executive vice president directly owned 19,827 shares of the company’s stock, valued at approximately $7,168,650.12. This trade represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 11.43% of the stock is currently owned by insiders.

Analyst Ratings Changes A number of brokerages recently weighed in on MAR. UBS Group raised their target price on shares of Marriott International from $336.00 to $412.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Stifel Nicolaus increased their price target on shares of Marriott International from $352.00 to $365.00 and gave the stock a “hold” rating in a report on Friday. Susquehanna raised their price objective on shares of Marriott International from $280.00 to $385.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Truist Financial upped their target price on shares of Marriott International from $350.00 to $356.00 and gave the stock a “hold” rating in a research report on Tuesday, May 26th. Finally, Morgan Stanley increased their target price on Marriott International from $353.00 to $380.00 and gave the company an “overweight” rating in a research note on Friday. Eight analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $385.38.

Read Our Latest Research Report on Marriott International

Marriott International Company Profile (Free Report)

Marriott International is a global lodging company that develops, manages and franchises a broad portfolio of hotels and related lodging facilities. Its core activities include hotel and resort management, franchise operations, property development and the provision of centralized services such as reservations, marketing and loyalty program management. The company’s brand architecture spans market segments from luxury and premium to select-service and extended-stay, enabling it to serve a wide range of business and leisure travelers as well as corporate and group customers.

The company traces its roots to the hospitality business founded by J.

Read More Five stocks we like better than Marriott International The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding MAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Marriott International, Inc. (NASDAQ:MAR – Free Report).

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« PREVIOUS HEADLINEBessemer Group Inc. Buys 2,389 Shares of Chubb Limited $CB

ANN ARBOR, Mich.--(BUSINESS WIRE)-- #Evs--Satisfaction among luxury auto brands falls to match mass-market as hybrids remain the highest-rated vehicle type, according to the ACSI.

A federal judge on Monday ordered Paramount and Warner Bros. Discovery to halt their $81 billion merger for at least two weeks, allowing states that are challenging the deal more time to see their case through in court.

Twelve states, led by California, sued to block Paramount’s pending buyout of Warner last week—alleging that such a combination would “extinguish competition” in Hollywood and lead to fewer choices for consumers, particularly moviegoers and cable customers across the U.S.

The states’ top prosecutors called on Warner and Paramount to not close the transaction until after a court had time to “fully evaluate” their claims. And when the companies refused, they filed for a temporary restraining order—which is what District Judge Araceli Martínez-Olguín granted on Monday. That opens the door to a potential preliminary injunction that the states are also seeking to effectively block the deal.

“This is a critical first win in our case to ensure this megamerger never sees the light of day,” California Attorney General Rob Bonta said in a statement following Monday’s order. “History tells the tale of what happens when a few people have great power over markets that are central to Americans’ lives: fewer opportunities for more people, worse products and services for all people.”

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A Warner-Paramount tie-up would bring together two of the last five legacy studios in Hollywood—as well as a host of TV networks, titles filling streaming libraries, and news operations. That would include Warner’s HBO Max, fan favorites like Harry Potter, and even CNN coming under the same roof as Paramount-owned CBS, movies like Top Gun, and the Paramount+ streaming service.

Paramount did not immediately comment on Monday’s order. But the company, which was bought out by Skydance just last year, has vowed to “vigorously defend” its Warner acquisition. Paramount previously called the states’ complaint “wrong on both the facts and the law,” maintaining that a merger would instead strengthen competition against bigger entertainment rivals. And it touted regulatory greenlights the deal has received elsewhere, including from the administration of President Donald Trump last month.

The temporary restraining order granted Monday halts the deal from progressing for at least 14 days, although the pause could be extended for up to 28 days. The court has set August 3 as a date for a hearing on the states’ preliminary injunction motion, although that schedule could also be pushed back.

—By Wyatte Grantham-Philips, AP business writer

The super-early-rate deadline for the Most Innovative Companies Awards is Friday, July 24, at 11:59 p.m. PT. Apply today.

Explore TopicsHollywoodParamountWarner Bros Discovery

Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System increased its holdings in Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 1.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,608 shares of the financial services provider’s stock after purchasing an additional 1,717 shares during the period. California Public Employees Retirement System owned approximately 0.15% of Texas Pacific Land worth $48,219,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of TPL. Quarry LP bought a new stake in shares of Texas Pacific Land during the 3rd quarter worth about $29,000. Silicon Valley Capital Partners bought a new position in shares of Texas Pacific Land in the 3rd quarter valued at approximately $33,000. Triumph Capital Management acquired a new stake in Texas Pacific Land in the 3rd quarter worth approximately $36,000. MUFG Securities EMEA plc acquired a new stake in Texas Pacific Land in the 2nd quarter worth approximately $59,000. Finally, EverSource Wealth Advisors LLC boosted its position in Texas Pacific Land by 21.4% during the second quarter. EverSource Wealth Advisors LLC now owns 68 shares of the financial services provider’s stock worth $72,000 after purchasing an additional 12 shares during the period. 59.94% of the stock is owned by institutional investors and hedge funds.

Texas Pacific Land Trading Down 2.4% Shares of Texas Pacific Land stock opened at $405.89 on Tuesday. Texas Pacific Land Corporation has a 1 year low of $269.23 and a 1 year high of $547.20. The company’s fifty day simple moving average is $392.57 and its 200-day simple moving average is $413.68. The company has a market cap of $27.99 billion, a price-to-earnings ratio of 55.60 and a beta of 0.58.

Texas Pacific Land (NYSE:TPL – Get Free Report) last released its earnings results on Wednesday, May 6th. The financial services provider reported $2.07 EPS for the quarter, beating the consensus estimate of $2.03 by $0.04. Texas Pacific Land had a net margin of 60.03% and a return on equity of 35.52%. The firm had revenue of $236.80 million during the quarter, compared to analysts’ expectations of $233.00 million. As a group, research analysts forecast that Texas Pacific Land Corporation will post 8.88 earnings per share for the current fiscal year.

Texas Pacific Land Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Monday, June 1st were given a dividend of $0.60 per share. The ex-dividend date of this dividend was Monday, June 1st. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.6%. Texas Pacific Land’s dividend payout ratio is currently 32.88%.

Analyst Upgrades and Downgrades Several brokerages have commented on TPL. Zacks Research downgraded Texas Pacific Land from a “hold” rating to a “strong sell” rating in a report on Tuesday, June 30th. Weiss Ratings upgraded shares of Texas Pacific Land from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, May 1st. One research analyst has rated the stock with a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and a consensus target price of $639.00.

View Our Latest Research Report on TPL

Insider Activity at Texas Pacific Land In related news, CFO Chris Steddum sold 3,170 shares of the stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $400.25, for a total value of $1,268,792.50. Following the completion of the sale, the chief financial officer owned 12,870 shares in the company, valued at approximately $5,151,217.50. This trade represents a 19.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 6.90% of the company’s stock.

About Texas Pacific Land (Free Report)

Texas Pacific Land Corporation (NYSE: TPL) is a Texas-based land management company that derives revenue from the ownership and stewardship of large tracts of land and associated mineral rights in West Texas. The company’s origins trace to 19th century land grants associated with the Texas and Pacific Railway; over time those grant holdings have been retained and managed as a standalone corporate asset base. Texas Pacific Land is publicly listed and operates as a landowner and resource manager rather than as a traditional oil and gas producer.

The company’s primary activities include management of surface rights and leasing of land for energy and other commercial uses, administration of mineral royalty interests, and provision of water and related services to industrial customers.

Read More Five stocks we like better than Texas Pacific Land The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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NEW YORK--(BUSINESS WIRE)--Blackstone Digital Infrastructure Trust, Inc. (NYSE: BXDC) (the “Company”) announced today that it will host its second-quarter 2026 investor conference call via public webcast on August 4, 2026 at 9:00 a.m. E.T. The Company will report its second-quarter results prior to the call the morning of August 4, 2026. To register for the investor call, please use the following link: https://event.webcasts.com/starthere.jsp?ei=1767809&tp_key=25f3f3efbf For those unable to.

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Nasdaq Private Market (NPM), a leading provider of liquidity, capital and investment solutions for private companies and their investors, today announced it has acquired NFS, Nasdaq, Inc.’s fund secondaries business. NPM is an independent company that spun out of Nasdaq in 2021. The acquisition expands NPM's secondary liquidity platform to encompass both direct company shares and multi-asset fund stakes - giving NPM the capabilities and scale to serve the full spectrum of private secondary liquidity demand from a single platform.

“Liquidity is the defining challenge of today’s private markets, and secondaries have become the primary release valve for investors and managers alike,” said Tom Callahan, Chief Executive Officer of Nasdaq Private Market. “By bringing fund secondaries onto our platform, we become one of the few platforms where investors can execute liquidity transactions across both direct shares and fund stakes. This is a natural extension of everything we’ve built, and it positions NPM to grow alongside one of the most dynamic markets in finance.”

The private secondaries market has reached record scale: global secondary volume grew an estimated 53% in 2025 to roughly $233 billion, split almost evenly between LP-led and GP-led activity1. These transactions give investors and managers a way to unlock liquidity from otherwise long-dated, illiquid fund commitments — with limited partners selling existing fund stakes to rebalance portfolios (LP-led), and fund managers using continuation vehicles and other structured solutions to return capital to investors while retaining their highest-conviction assets (GP-led). Once a niche, GP-led activity has grown from less than 20% of the market a decade ago to nearly half today2.

In addition to opening access to the full addressable market for fund secondaries, the acquisition also creates meaningful opportunity to capture synergies and scale shared processes, technology, and distribution across both businesses.

"Nasdaq Fund Secondaries provides industry-leading liquidity solutions for GPs and LPs in the private markets and we believe it will be best positioned to realize its full potential within NPM, where it can benefit from greater focus, continued investment and the strengths of a dedicated private markets platform,” said Nelson Griggs, President of Nasdaq, “Nasdaq remains a committed shareholder of Nasdaq Private Market, and we look forward to continuing our partnership with them to realize the long-term opportunity across private markets."

The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions, including requisite regulatory approvals. Terms of the deal have not been disclosed.

About Nasdaq Private Market
Nasdaq Private Market LLC is a leading provider of liquidity, capital, and investment solutions for private companies and their investors, including individuals, fund managers and institutional LPs. The company is focused on building modern infrastructure for the private market ecosystem and has executed nearly $80 billion in secondary liquidity for 200,000+ individual eligible employee shareholders and investors across 1,000+ company-sponsored liquidity programs. Nasdaq Private Market is an independent company with strategic investments from Nasdaq and other institutional partners. Learn more at www.nasdaqprivatemarket.com.

About Nasdaq
Nasdaq, Inc. (Nasdaq: NDAQ) is a leading technology platform that powers the world’s economies. We architect the infrastructure of the world’s most modern markets, power the innovation economy, and build trust in the financial system. We empower economic opportunity by designing and deploying advanced technology, data, and intelligence solutions that enable our clients to capture opportunities, navigate risk, and strengthen resilience. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on X @Nasdaq, or at www.nasdaq.com.

Cautionary Note Regarding Forward-Looking Statements:

This communication contains forward-looking information related to Nasdaq and the proposed sale of Nasdaq Fund Secondaries by Nasdaq to NPM that involves substantial risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed or implied by such statements. When used in this communication, words such as “will”, “enables”, “intends”, “expected”, “enhances”, “can” and similar expressions and any other statements that are not historical facts are intended to identify forward-looking statements. Forward-looking statements in this communication include, among other things, statements about the potential benefits of the proposed transaction, Nasdaq’s plans, objectives, expectations and intentions, the financial condition, results of operations and business of Nasdaq, and the anticipated timing of closing of the proposed transaction. Risks and uncertainties include, among other things, risks related to the ability of Nasdaq to consummate the proposed transaction on a timely basis or at all; the ability to realize the anticipated benefits of the proposed transaction, including the possibility that the expected benefits from the proposed transaction will not be realized or will not be realized within the expected time period; disruption from the transaction making it more difficult to maintain business and operational relationships; risks related to diverting management’s attention from Nasdaq’s ongoing business operations; unknown liabilities; the risk of litigation or regulatory actions related to the proposed transaction; and the effect of the announcement or pendency of the transaction on Nasdaq’s business relationships, operating results, and business generally.

Further information on these and other risks and uncertainties relating to Nasdaq can be found in its reports filed on Forms 10-K, 10-Q and 8-K and in other filings Nasdaq makes with the SEC from time to time and available at www.sec.gov. These documents are also available under the Investor Relations section of Nasdaq’s website at http://ir.nasdaq.com/investor-relations. The forward-looking statements included in this communication are made only as of the date hereof. Nasdaq disclaims any obligation to update these forward-looking statements, except as required by law.

Media Contact

Nasdaq Private Market
Samantha Tortora
[email protected]

Source 1,2: 2025 Global Secondary Market Review: Another Record-Breaking Year — Jefferies

Před výsledky za druhé čtvrtletí čelí Tesla otázkám ohledně své schopnosti plnit ambiciózní plány v oblasti umělé inteligence, autonomního řízení a robotiky. Společnost v letošním roce utratila jen zlomek plánovaných kapitálových výdajů, což zhoršuje důvěryhodnost růstového příběhu Tesly. V době, kdy technologičtí konkurenti investují do AI stovky miliard dolarů a kdy na trh vstoupila další Muskova firma, bude trh od Tesly chtít slyšet nejen další sliby, ale především vidět konkrétní důkazy o pokroku při jejich plnění.

Po nespočtu slibů Tesly o umělé inteligenci, autonomním řízení a robotice utratil tento výrobce elektromobilů zatím pouze 2,5 miliardy dolarů z celkových 25 miliard dolarů, které předpovídal v dubnu v rámci kapitálových výdajů za rok 2026. Toto pomalé tempo vyvolává otázky, zda Tesla utrácí dost na to, aby dosáhla pokroku, který si vytyčila.

„Je to kapitálově náročné odvětví,“ řekl Jay Van Sciver, partner a výkonný ředitel společnosti Hedgeye Risk Management. „Neexistuje způsob, jak se skutečně dostat z bodu A do bodu B s menšími výdaji.“

Opačná mechanika

Tesla se tak staví na zcela jinou trajektorii než většinu ostatních technologických gigantů, jejichž akcie jsou naopak trestány za příliš rozmařilé výdaje na umělou inteligenci. Čtyři konkurenti Tesly z velké sedmičky – Alphabet, Amazon.com, Meta Platforms a Microsoft – předpovídají v roce 2026 kombinované kapitálové výdaje ve výši 725 miliard dolarů. Pro srovnání, roční prognóza kapitálových výdajů Tesly ve výši 25 miliard dolarů vypadá sice konzervativně, přesto její akcie v roce 2026 klesly o 18 %, což je nejhorší výkon v celé skupině.

Akciím Tesly by proto naopak navýšení kapitálových výdajů ve středeční zprávě o hospodaření pravděpodobně pomohlo, protože by to signalizovalo, že se vývoj produktů ubírá správným směrem. „U růstových akcií jsou kapitálové výdaje nejlepším ukazatelem budoucího růstu,“ podotkl analytik HSBC Mike Tyndall, který má u této akcie doporučení prodat. „Pokud peníze neutrácíte, pak nedosáhnete růstu.“

Kapitálové výdaje jsou pro společnosti jako Tesla „kontrolou důvěryhodnosti“, protože prodávají dlouhodobé vize, tvrdí Haris Khurshid, investiční ředitel společnosti Karobaar Capital, která vlastní akcie Tesly prostřednictvím derivátů. Realita je však taková, že Muskova historie je plná zmeškaných termínů a zrušených projektů. Investoři to vědí, a proto chtějí začít vidět známky hmatatelného pokroku.

„Méně se zaměřuji na jedno číslo, ale spíše na to, zda je celkový příběh vnitřně konzistentnější,“ řekl Khurshid. „Ukazují kapitálové výdaje, komentáře managementu a časové harmonogramy stejným směrem? To je to, co odděluje přesvědčivou vizi od přesvědčivé investice.“

Drahá Tesla

Na druhou stranu produkty, které Tesla vyvíjí, se zásadně liší od toho, co dělají ostatní velké technologické firmy – tj. především rozšiřují kapacitu cloudových výpočtů a budují AI služby. Tesla se zaměřuje na fyzickou stránku umělé inteligence a prezentuje budoucnost samořídících aut a robotických komorníků.

Tesla je přitom oceňována, jako by tu už tato budoucnost byla. S přibližně 163násobkem zisku za příštích 12 měsíců je to druhá nejdražší společnost v indexu S&P 500 a zdaleka nejdražší člen velké sedmičky, přičemž nejblíže je jí Apple s přibližně 34násobkem budoucího zisku. Celý index S&P 500 se obchoduje s přibližně 20násobkem zisku.

Očekává se, že Tesla ve druhém čtvrtletí vykáže čistý zisk ve výši 1,2 miliardy dolarů, což je o 2,7 % více než před rokem, a tržby ve výši 26 miliard dolarů, což je o 17 % více než ve stejném období předchozího roku. Celkové prostředí pro elektromobily ale zůstává pochmurné. Přestože společnost ve druhém čtvrtletí zaznamenala prudký nárůst dodávek vozidel, investoři po této zprávě vybírali zisky, což 2. července způsobilo pokles akcií o 7,5 % a šlo tak o nejhorší den v roce.

„Myslím, že tu je nyní mnohem méně důvodů věřit v Teslu než kdykoli předtím,“ řekl David Trainer, generální ředitel technologické výzkumné firmy New Constructs. „Její hlavní podnikání konkuruje v extrémně kapitálově náročné oblasti superspolečnostem, které již byly ziskové a jsou ochotny zisk nevykazovat.“

Faktor SpaceX

Tlak na Teslu, aby dodržela své sliby, se od vstupu Muskovy druhé společnosti SpaceX minulý měsíc na burzu výrazně zvýšil. Pokud zisky Tesly nesplní vysoká očekávání, budou ambice SpaceX kolonizovat Mars a provozovat orbitální datová centra pro Muskovy fanoušky pravděpodobně zajímavější. SpaceX by měl své výsledky zveřejnit 4. srpna.

Přitom se již šíří spekulace o fúzi mezi oběma společnostmi – od Muskova společného vlastnictví, přes podíl Tesly v nyní SpaceX vlastněné společnosti xAI, až po společný podnik Terafab na výrobu čipů. SpaceX má velké ambice v oblasti umělé inteligence a pilně získává hotovost po svém přelomovém IPO v hodnotě 75 miliard dolarů a následném prodeji dluhopisů za 25 miliard dolarů.

Schopnost Tesly provozovat roboty a robotická taxislužby by proto mohla rozhodnout o tom, zda si v budoucnu zachová nezávislost. Veřejně obchodovaná SpaceX „nutí Teslu ke kratším časovým harmonogramům se skutečnými výsledky,“ řekl Max Gokhman ze společnosti Franklin Templeton Investment Solutions. „Nemyslím si, že investoři budou trpěliví s nedodrženými termíny nebo prázdnými sliby, jako tomu bylo předtím, než existoval jasný způsob, jak si zahrát s Elonem Mars.“

Jefferies has questioned whether SEGRO PLC (LSE:SGRO), the FTSE 100 warehouse landlord, can deliver the value its own strategy promises without falling to a takeover, as US suitor Prologis faces a Wednesday deadline to bid or walk away.

Segro estimates its development pipeline could generate around £900 million of future rents and £4.1 billion of shareholder value, driving earnings per share from 36.6p in 2025 to roughly 50p by 2030.

The bank notes Segro has a track record of selling assets at or above book value, having disposed of £2.2 billion between 2021 and 2025 at an average 10.2% premium.

Jefferies flags a point of contention over the 8% discount rate Segro applies to value its pipeline, which the bank considers light given its own estimate of a cost of capital nearer 10%.

Data centres are central to the growth case, with Segro targeting 30% of its portfolio from that source by 2035, up from 7% today.

Segro has rejected a third approach from Prologis, whose latest proposal valued the company at 993p a share, around a 10% premium to net tangible assets of 905p.

Under UK takeover rules, Prologis must declare a firm intention to bid or step back by 5 pm on 22 July, a deadline that can only be extended with the Takeover Panel's consent.

Segro casts the offer as opportunistic, arguing it provides only a modest premium to pre-turbulence share prices and undervalues what it calls a unique and irreplaceable European portfolio.

Jefferies keeps a hold rating on Segro with a price target of 917p, implying modest upside from the shares at 885.6p, and rates Prologis a buy.

Posted by Defense World Staff on Jul 21st, 2026

California Public Employees Retirement System increased its position in shares of Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 8.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 796,181 shares of the rocket manufacturer’s stock after purchasing an additional 63,323 shares during the period. California Public Employees Retirement System owned 0.14% of Rocket Lab worth $51,131,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Bartlett & CO. Wealth Management LLC boosted its holdings in Rocket Lab by 7.1% in the 1st quarter. Bartlett & CO. Wealth Management LLC now owns 1,869 shares of the rocket manufacturer’s stock worth $120,000 after buying an additional 124 shares during the period. Assetmark Inc. raised its holdings in Rocket Lab by 673.7% during the first quarter. Assetmark Inc. now owns 101,562 shares of the rocket manufacturer’s stock valued at $6,522,000 after acquiring an additional 88,435 shares during the period. PeakShares LLC bought a new stake in Rocket Lab during the first quarter valued at about $64,000. SteelPeak Wealth LLC raised its holdings in Rocket Lab by 90.2% during the first quarter. SteelPeak Wealth LLC now owns 8,634 shares of the rocket manufacturer’s stock valued at $554,000 after acquiring an additional 4,094 shares during the period. Finally, Independent Financial Group LLC purchased a new position in shares of Rocket Lab in the first quarter valued at about $477,000. Hedge funds and other institutional investors own 71.78% of the company’s stock.

Rocket Lab News Roundup Here are the key news stories impacting Rocket Lab this week:

Neutral Sentiment: Recent articles highlight that RKLB has been falling quickly, with traders and retail investors debating whether the stock is now oversold or still has further downside. Should You Buy Rocket Lab Stock Below $70? Neutral Sentiment: Despite the selloff, some retail investors remain bullish on Rocket Lab, arguing that a future catalyst could help the stock recover if execution improves. Reddit Still Believes in Rocket Lab Even as Shares Slide: Inside the Retail Sentiment Neutral Sentiment: One article noted Rocket Lab’s shares have declined more than the broader market in the latest session, underscoring the recent weak momentum in the name. Rocket Lab Corporation (RKLB) Declines More Than Market: Some Information for Investors Neutral Sentiment: Coverage also points to Rocket Lab’s growing competition with SpaceX, with investors watching whether RKLB can establish itself as a stronger direct rival in the space launch market. Rocket Lab’s Latest Deal Puts It on a Collision Course With SpaceX Negative Sentiment: Sentiment in one piece suggested that SpaceX-related market enthusiasm may be fading, which is spilling over into Rocket Lab and weighing on the stock. SpaceX’s IPO Shine Fades, Taking ASTS And RKLB With It — But There Are 2 Surprise Winners This Month Insider Activity In related news, insider Frank Klein sold 44,390 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $142.57, for a total value of $6,328,682.30. Following the completion of the transaction, the insider directly owned 1,043,847 shares of the company’s stock, valued at approximately $148,821,266.79. This trade represents a 4.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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. Also, Director Alexander R. Slusky sold 100,000 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $118.08, for a total transaction of $11,808,000.00. Following the completion of the transaction, the director directly owned 434,675 shares of the company’s stock, valued at approximately $51,326,424. This trade represents a 18.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 3,849,294 shares of company stock worth $362,816,208. 8.40% of the stock is owned by corporate insiders.

Rocket Lab Price Performance NASDAQ:RKLB opened at $65.74 on Tuesday. The business’s 50-day moving average is $106.94 and its 200 day moving average is $87.24. Rocket Lab Corporation has a 12 month low of $37.57 and a 12 month high of $151.00. The company has a market capitalization of $38.05 billion, a P/E ratio of -205.44 and a beta of 2.54. The company has a current ratio of 4.47, a quick ratio of 4.02 and a debt-to-equity ratio of 0.02.

Rocket Lab (NASDAQ:RKLB – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The rocket manufacturer reported ($0.07) earnings per share for the quarter, meeting the consensus estimate of ($0.07). Rocket Lab had a negative return on equity of 11.72% and a negative net margin of 26.87%.The business had revenue of $200.35 million during the quarter, compared to analysts’ expectations of $189.65 million. During the same quarter last year, the business posted ($0.12) EPS. The firm’s revenue for the quarter was up 63.4% compared to the same quarter last year. On average, equities research analysts forecast that Rocket Lab Corporation will post -0.26 earnings per share for the current fiscal year.

Analyst Ratings Changes RKLB has been the subject of a number of recent analyst reports. KeyCorp raised Rocket Lab from a “sector weight” rating to an “overweight” rating and set a $135.00 price objective for the company in a research note on Monday, June 15th. Morgan Stanley reissued an “overweight” rating on shares of Rocket Lab in a research note on Wednesday, July 8th. Wells Fargo & Company began coverage on Rocket Lab in a report on Wednesday, April 1st. They issued an “equal weight” rating and a $60.00 price target on the stock. Citizens Jmp upped their price target on Rocket Lab from $95.00 to $130.00 and gave the stock a “market outperform” rating in a research note on Tuesday, June 30th. Finally, Stifel Nicolaus set a $132.00 price objective on shares of Rocket Lab in a report on Thursday, June 4th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $110.18.

View Our Latest Stock Analysis on RKLB

Rocket Lab Profile (Free Report)

Rocket Lab is an aerospace company that provides launch services, spacecraft, and space systems for commercial and government customers. The company’s primary launch vehicle is Electron, a small-lift orbital rocket designed to deploy small satellites and rideshare payloads to low Earth orbit. Rocket Lab also develops and manufactures the Rutherford engine, noted for its electric-pump-fed design and additive-manufactured components, which powers Electron and supports the company’s propulsion capabilities.

See Also Five stocks we like better than Rocket Lab The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding RKLB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Rocket Lab Corporation (NASDAQ:RKLB – Free Report).

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FREMONT, Calif., July 21, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced a new upgrade for European homeowners with existing second-generation Enphase IQ® Battery 3T™ and IQ® Battery 10T™ systems. Customers can now add home backup and expand their storage capacity with the latest Enphase products while continuing to use the batteries they already own.

The new capability protects the homeowner’s original investment while allowing the energy system to evolve as household needs grow. Customers can add more storage as they adopt electric vehicles, heat pumps, and other electric appliances, while also gaining backup power during grid outages.

The second-generation batteries currently operate in grid-tied mode, storing solar energy for use when the grid is available, but they do not provide backup power during an outage. The new capability changes that. When the grid goes down, the IQ® System Controller safely disconnects the home from the grid, allowing the solar and battery system to continue powering the home.

The capability is available in Germany, the Netherlands, France, Belgium, Sweden, Switzerland, Luxembourg, Austria, Spain, Denmark, Portugal, Greece, and Finland. Homeowners have two flexible upgrade paths that can be configured by an Enphase-certified installer through the Enphase® Installer App:

Add backup to an existing system. Homeowners with second-generation IQ® Batteries can add an IQ System Controller to keep loads powered during grid outages. Single-phase homes can gain whole-home backup, while three-phase homes can back up a designated phase, with the homeowner and installer determining which essential circuits remain powered.Expand storage – with or without backup. Homeowners can add third-generation IQ® Battery 5P™ units alongside their existing batteries to increase storage capacity, whether the system remains grid-tied or is upgraded with backup. In three-phase homes, IQ Battery 5P with FlexPhase™ technology can enable backup across all three phases when paired with an IQ System Controller. Existing batteries continue operating as part of the expanded system. "Our customers' needs keep growing as they add heat pumps and electric cars," said Theo Schmalbruch, CEO of Theo Tec GmbH, an installer of Enphase products in Germany. "Now we can expand the storage they already have and add backup on top, all without replacing the batteries they previously installed."

"French families want real energy independence, and backup power is what makes it tangible," said Lionel Bertholet, co-CEO and technical director at REPV, an installer of Enphase products in France. "Keeping the lights on during an outage, using an existing system that has run for years, is exactly what our customers are asking for."

“When customers choose Enphase, they are investing in more than an individual product – they are investing in a home energy platform designed to improve and expand over time,” said Sabbas Daniel, senior vice president of sales at Enphase Energy. “Our customers can now combine batteries from different generations, add backup, and expand capacity without abandoning their original investment. That is what a truly future-ready energy system should deliver.”

The new capability is enabled through a software update to the IQ® Gateway, including the gateway embedded in the IQ System Controller, and is designed to work with most existing Enphase IQ Battery installations in Europe. All installed batteries remain covered under existing Enphase warranties.

Homeowners interested in adding backup or expanding their systems can contact an Enphase-certified installer. Installers can find training and system-configuration guidance at Enphase University and in the Enphase Installer App. For more information, visit the Enphase regional websites for Germany, the Netherlands, and France, with additional countries to follow shortly.

About Enphase Energy, Inc.

Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 87.8 million microinverters, with more than 5.2 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.

©2026 Enphase Energy, Inc. All rights reserved. Enphase Energy, Enphase, the “e” logo, IQ, and certain other marks listed at https://enphase.com/trademark-usage-guidelines are trademarks or service marks of Enphase Energy, Inc. Other names are for informational purposes and may be trademarks of their respective owners.

Forward-Looking Statements

This press release contains forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy's IQ Battery systems, IQ System Controller, IQ Gateway, and related products and technology, including backup functionality, system expansion, compatibility, safety, quality, and reliability; the ability of homeowners with existing IQ Battery 3T and IQ Battery 10T systems to add backup capabilities and increase energy storage capacity while continuing to use previously installed batteries; the expected benefits of adding an IQ System Controller and IQ Battery 5P systems, including whole-home backup, backup of designated loads, and expanded storage capacity; and the ability of installers and homeowners to upgrade existing systems through software updates and additional hardware. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, customer and installer adoption of backup and storage expansion solutions; product performance and reliability under actual operating conditions; compatibility of existing and future hardware, software, and system configurations; the successful deployment and operation of software updates; changes in regulatory, grid interconnection, certification, or compliance requirements; market demand for residential energy storage and backup power solutions; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law or otherwise.

Contact:

Enphase Energy
[email protected]

Posted by Defense World Staff on Jul 21st, 2026

Fifth Third Bancorp boosted its stake in shares of Incyte Corporation (NASDAQ:INCY – Free Report) by 145.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 27,289 shares of the biopharmaceutical company’s stock after buying an additional 16,160 shares during the quarter. Fifth Third Bancorp’s holdings in Incyte were worth $2,568,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Elyxium Wealth LLC purchased a new stake in Incyte in the fourth quarter worth $28,000. Smithfield Trust Co lifted its position in shares of Incyte by 135.0% during the 4th quarter. Smithfield Trust Co now owns 282 shares of the biopharmaceutical company’s stock valued at $28,000 after buying an additional 162 shares during the last quarter. MUFG Securities EMEA plc bought a new position in shares of Incyte during the 2nd quarter worth $32,000. CYBER HORNET ETFs LLC bought a new position in shares of Incyte during the 2nd quarter worth $33,000. Finally, Leonteq Securities AG purchased a new stake in Incyte in the 4th quarter worth about $35,000. Hedge funds and other institutional investors own 96.97% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts have weighed in on INCY shares. Truist Financial increased their target price on shares of Incyte from $103.00 to $105.00 and gave the stock a “hold” rating in a research report on Monday, June 22nd. TD Cowen reissued a “hold” rating on shares of Incyte in a research report on Tuesday, June 9th. Royal Bank Of Canada upped their price target on shares of Incyte from $95.00 to $99.00 and gave the company a “sector perform” rating in a research note on Tuesday, July 7th. Oppenheimer reaffirmed a “market perform” rating and issued a $107.00 price objective on shares of Incyte in a report on Monday, June 8th. Finally, Barclays raised their price objective on shares of Incyte from $117.00 to $134.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Eight research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to MarketBeat, Incyte currently has a consensus rating of “Hold” and an average price target of $109.95.

Read Our Latest Analysis on INCY

Incyte Stock Performance Shares of INCY opened at $115.65 on Tuesday. Incyte Corporation has a 12-month low of $67.17 and a 12-month high of $119.60. The company has a current ratio of 3.68, a quick ratio of 3.60 and a debt-to-equity ratio of 0.01. The company has a market cap of $23.10 billion, a PE ratio of 16.33, a price-to-earnings-growth ratio of 1.06 and a beta of 0.76. The stock has a 50-day moving average price of $105.29 and a 200-day moving average price of $101.16.

Incyte (NASDAQ:INCY – Get Free Report) last announced its earnings results on Tuesday, April 28th. The biopharmaceutical company reported $1.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.38 by $0.43. The company had revenue of $1.27 billion during the quarter, compared to analyst estimates of $1.22 billion. Incyte had a net margin of 26.71% and a return on equity of 26.66%. The firm’s quarterly revenue was up 20.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.16 earnings per share. As a group, equities analysts forecast that Incyte Corporation will post 6.61 earnings per share for the current fiscal year.

Incyte Company Profile (Free Report)

Incyte Corporation is a Wilmington, Delaware–based biopharmaceutical company focused on the discovery, development and commercialization of novel therapies in oncology and inflammation. Since its founding in 2002, Incyte has grown from a small research organization into a global enterprise, advancing a portfolio of internally developed and partnered assets. The company’s research and development efforts center on small-molecule drugs and biologics that modulate critical signaling pathways implicated in cancer, autoimmune disorders and rare diseases.

The company’s flagship product is Jakafi® (ruxolitinib), a Janus kinase (JAK) inhibitor approved for the treatment of myelofibrosis and polycythemia vera.

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Signage is displayed at the Northrop Grumman Corporation booth at Special Operations Forces (SOF) Week for defense companies in Tampa, Florida, U.S., May 7, 2024. REUTERS/Luke Sharrett Purchase Licensing Rights, opens new tab

July 21 (Reuters) - Defense supplier Northrop Grumman (NOC.N), opens new tab on Tuesday lifted ​its 2026 sales and adjusted profit forecast, supported by sustained demand for weapons amid a wave ‌of geopolitical conflicts.

Shares were down 4% in early trading in New York as the company said two of its four business segments did not perform well during the quarter.

The Reuters Iran Briefing newsletter keeps you informed with the latest developments and analysis of the Iran war. Sign up here.

U.S. President Donald Trump has been pressing defense companies to expand manufacturing capacity and boost weapons production ​as the wars in Ukraine and the Middle East drain the country's stockpiles.

The U.S. has expended more ​than 50,000 rockets, missiles and other rocket-propelled projectiles since the beginning of the Russia-Ukraine conflict ⁠in 2022 through the war with Iran, according to data from the Pentagon.

Trump has also proposed a record $1.5 trillion ​military budget for fiscal year 2027, far exceeding the $901 billion approved for 2026.

Revenue in Northrop's defense systems business rose ​5%, helped by strong sales in its Sentinel program, the land-based leg of the U.S. nuclear triad.

However, operating income in the defense business fell 38% as the company spends more to develop and qualify its air-to-surface missile, Stand-in Attack Weapon and mature production for ​the long-range version of the Advanced Anti-Radiation Guided Missile.

"Given the market’s tendency to punish execution challenges, we could ​see pressure on the stock, though we do not believe expectations for the quarter were very high," said Seth Seifman, analyst at ‌JP ⁠Morgan.

Northrop's largest revenue segment, Aeronautics, posted a 13% increase in second-quarter sales compared with a year earlier, driven by strong performance in the B-21 Raider program and other classified programs.

The B-21 Raider, a nuclear-capable long-range strike aircraft, received a major production boost in February, when Northrop signed an Air Force agreement, opens new tab expanding production capacity by 25%, with the first ​delivery set for 2027.

Northrop ​lifted its 2026 revenue forecast ⁠by $250 million to a range of $43.75 billion to $44.25 billion, roughly in line with Wall Street estimates, according to data compiled by LSEG.

Excluding items, the company now expects 2026 ​profit between $28.60 and $29.10 per share, compared to a prior range of $27.40 to $27.90 apiece.

The Falls ​Church, Virginia-based company ⁠reported total sales of $10.88 billion for the quarter ended June 30, compared to analysts' expectations of $10.81 billion. Its total backlog rose 9% to $104.7 billion during the period - a record.

Its per-share quarterly profit stood at $7.68, compared with $8.15 a year earlier, with the latter ⁠including ​a $1.04 benefit from the divestiture of Northrop's training services business. Analysts on average ​expected $6.82 per share.

The beat in quarterly profit was primarily due to a lower tax rate, according to analysts at JP Morgan and TD Cowen.

Reporting by Aishwarya Jain in Bengaluru; Editing by Jonathan Ananda and Nick Zieminski

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Mike Stone is a Reuters reporter covering the U.S. arms trade and defense industry. Most recently Mike has been focused on the Golden Dome missile defense shield. Mike also spends a lot of his time writing on Ukraine and how industry has adapted, or faltered as it supports that conflict. Mike, a New Yorker, has extensively covered how the U.S. has supplied Ukraine with weapons, the cadence, decisions and milestones that have had battlefield impacts. Before his time in Washington Mike’s coverage focused on mergers and acquisitions for oil and gas companies, financial institutions, defense companies, consumer product makers, retailers, real estate giants, and telecommunications companies.

Northrop Grumman reported better-than-expected second-quarter earnings and raised its full-year financial guidance.

Northrop Grumman (NOC - Free Report) came out with quarterly earnings of $7.68 per share, beating the Zacks Consensus Estimate of $6.84 per share. This compares to earnings of $7.11 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.28%. A quarter ago, it was expected that this defense contractor would post earnings of $6.08 per share when it actually produced earnings of $6.14, delivering a surprise of +0.99%.

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

Northrop Grumman, which belongs to the Zacks Aerospace - Defense industry, posted revenues of $10.88 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.73%. This compares to year-ago revenues of $10.35 billion. The company has topped consensus revenue estimates three times over the last four quarters.

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

Northrop Grumman shares have lost about 8.1% since the beginning of the year versus the S&P 500's gain of 8.7%.

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

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

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

Ahead of this earnings release, the estimate revisions trend for Northrop Grumman was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $7.02 on $10.97 billion in revenues for the coming quarter and $27.96 on $43.96 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Textron (TXT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 28.

This maker of Cessna small planes and Bell helicopters is expected to post quarterly earnings of $1.52 per share in its upcoming report, which represents a year-over-year change of -1.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Textron's revenues are expected to be $3.82 billion, up 2.8% from the year-ago quarter.