TD Cowen just yanked its Buy rating on Chipotle as food-safety concerns pile up alongside slowing traffic, leaving investors to wonder whether the burrito chain's promised green shoots can survive the scrutiny of its next earnings report.
TD Cowen’s step back from Chipotle Mexican Grill (NYSE:CMG | CMG Price Prediction) puts a spotlight on the burrito chain’s slowing sales momentum, and the losses are concentrated in Chipotle shares. Chipotle stock is at $28.21, down 5%, a drop that shows how little patience the market has left for a slow traffic recovery.
Meanwhile, McDonald’s (NYSE:MCD) stock is at $243.43, down 1%, and Yum! Brands (NYSE:YUM) stock is at $149.81, also down 1%, both far smaller declines than Chipotle’s. That gap offers the best early read on the TD Cowen downgrade.
Food stocks more broadly are barely reacting. The Invesco Food & Beverage ETF (NYSEARCA:PBJ) is at $47.44, down 0.5%, a slight move for a fund that doesn’t own Chipotle, McDonald’s or Yum! Brands. By contrast, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is at $769.22 and essentially unmoved, which confirms that the pressure sits with Chipotle stock.
TD Cowen Downgrade Hits Chipotle’s Sales Story TD Cowen downgraded Chipotle stock to Hold from Buy on October 21 and cut its price target to $32 from $44. Even after that cut, the new target sits above where Chipotle stock trades, so the move to Hold reflects a more neutral stance on upside.
On its second-quarter 2026 call in late July, Chipotle guided for only modest growth in comparable restaurant sales for Q3 2026 and said an industrywide cyclospora issue was weighing on results. Chief executive Scott Boatwright stated that the products involved weren’t used on its menu, though the company still absorbed the sales hit. In early August, Chipotle added that its annual targets didn’t include the financial impact of a salmonella outbreak in Minnesota.
Chipotle’s Ownership Model Magnifies the Hit Chipotle owns and operates its locations, so soft sales flow straight through to restaurant-level profit. At McDonald’s and Yum! Brands, franchise fees make up much of the income, cushioning both from those swings. Yet, neither stock is trading in positive territory, a reminder that the fee-based model doesn’t fully protect shareholders.
Taken together, the selloff in Chipotle stock reads as a company-specific verdict on its own sales momentum. Boatwright said Chipotle’s growth initiatives were showing “green shoots of positive momentum,” a view now facing a tougher test.
New limited-time proteins, faster kitchen equipment and a revamped rewards program are the levers Chipotle cited on that summer call for lifting traffic. Those tools could support a rebound if the food-safety challenges fade. Skeptics counter that the salmonella hit isn’t reflected in the company’s targets.
Chipotle’s Third-Quarter Report Sets the Next Test Chipotle now faces the question of whether its upcoming third-quarter report shows comparable restaurant sales stabilizing. A steadier trend could help Chipotle shares close some of the gap with TD Cowen’s reduced target, while another soft quarter may reinforce the firm’s neutral stance.
Recovery potential in Chipotle stock is real if traffic rebounds. However, the downgrade and the food-safety concern argue for investors to size their positions modestly until the sales slowdown resolves.
Contact [email protected] for any questions or corrections.
Keysight uvedl FITS-16CH se 16 vysílacími a 16 přijímacími kanály, který zdvojnásobuje kapacitu testování datových spojů pro technologie 800G a nastupující 1,6T.
Key Takeaways KEYS FITS-16CH doubles channel capacity, enabling more efficient interconnect testing.The platform validates 106G and 212G lanes for 800G interconnects and emerging 1.6T technologies.Automated tuning with Keysight DCA-X improves signal quality and cuts testing time to minutes.
Keysight Technologies, Inc. (KEYS - Free Report) has introduced the Functional Interconnect Test Solutions (FITS)-16CH digital-layer error performance validation system to improve the testing of optical and copper interconnects used in data centers. The new platform features 16 transmit and 16 receive channels, doubling the capacity of the previous FITS-8CH model and helping engineers test complete interconnect assemblies.
Keysight’s new system helps users evaluate interconnect performance through bit error ratio and forward error correction measurements, while enabling 106G and 212G lane-rate validation for existing 800G interconnects and emerging 1.6T technologies. It supports various optical and copper interconnects, including active optical cables, active copper cables, passive direct attach cables and high-speed copper flyover cables used in data centers, networking and high-performance computing.
The company has also included automated tuning features to improve testing efficiency. The system’s software integrates with the Keysight DCA-X to automatically optimize signal settings and improve signal quality. The automated process can reduce testing time to just a few minutes compared with hours, days, or even weeks required for manual testing.
The platform also works with Keysight’s data communications analyzers, bit error ratio testers and oscilloscopes. Its features include automated testing, real-time charts, pass/fail results, and PDF and CSV report generation to simplify testing and improve productivity. The launch expands Keysight’s product portfolio and facilitates interconnect development, manufacturing and performance testing for next-generation data centers.
Keysight’s PeersViavi Solutions Inc. (VIAV - Free Report) has strengthened its testing solutions for AI infrastructure, enterprise security and next-generation wireless networks. The company introduced CyberFlood CF50, a compact platform for testing application performance, network security and AI inference workloads at speeds of up to 100G. Viavi has introduced an enhanced channel emulator for 6G and Wi-Fi 7/8 testing to meet the new communication technology requirements.
Vistance Networks, Inc. (VISN - Free Report) is advancing its broadband networking business with technologies aiming to improve connectivity and network performance. Its Aurora Networks business announced that Comcast had begun field trials of its next-generation broadband node platform for DOCSIS 4.0 networks, targeting faster and more reliable multi-gigabit Internet services. The company has introduced additional broadband and passive optical network solutions to help operators upgrade their infrastructure.
Cadence Design Systems, Inc. (CDNS - Free Report) is enhancing its AI-based chip design solutions to meet rising demand for advanced semiconductors. The company has upgraded its ChipStack AI platform to help engineers generate and optimize chip designs more efficiently. Cadence has collaborated with TSMC on advanced design tools and high-speed UALink connectivity technology for AI chips and data centers, reinforcing its role in semiconductor design.
Published in automation communications tech-stocks
Na společnost DICK'S Sporting Goods byla podána hromadná žaloba kvůli údajným zavádějícím informacím o zásobách společnosti Foot Locker. Akcie DKS po zveřejnění slabých výsledků za 2. čtvrtletí 2026 klesly o 55,02 USD na 124,31 USD, tedy přibližně o 30 %, při uzavření obchodování 25. srpna 2026.
A securities class action alleges DICK'S Sporting Goods assured investors that Foot Locker's inventory problems had been cleaned up, while the acquired chain allegedly remained loaded with stagnant legacy footwear ahead of a 30% single-day collapse in DKS shares.
, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in DICK'S Sporting Goods, Inc. (NYSE: DKS) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between September 8, 2025 and August 24, 2026. Find out if you could qualify to recover your losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
DKS shares fell $55.02 per share, or approximately 30%, closing at $124.31 on August 25, 2026, the trading day after the Class Period ended. The $2.5 billion Foot Locker acquisition sits at the center of the Foot Locker inventory cleanup securities fraud allegations. Applications to serve as lead plaintiff must be filed by November 3, 2026.
The Alleged Inventory Cleanup Methodology
According to the lawsuit, DICK'S told the market throughout the Class Period that the removal of unproductive Foot Locker inventory had been executed quickly, aggressively, and was essentially finished, positioning the acquired chain for an inflection point beginning with the 2026 back-to-school season. The complaint alleges that this cleanup narrative was not accurate, and that Foot Locker remained saddled with stagnant legacy product that had not been cleared.
Key Foot Locker Inventory Allegations for Shareholders
The lawsuit contends that Foot Locker's inventory cleanup was represented as complete when unproductive legacy product allegedly remained on shelves.
The complaint alleges Foot Locker stayed heavily dependent on legacy footwear silhouettes that were losing relevance with consumers.
Foot Locker's reliance on launch and retro product allegedly left it exposed when launch volume thinned and launch performance disappointed.
Industry-wide inventory build allegedly produced intensifying promotional pressure that the Company was not positioned to absorb.
The action claims the $2.5 billion acquisition was marketed as a growth and margin story that the underlying business allegedly could not support.
The Legacy Footwear Factor
The complaint alleges that as athletic footwear inventory accumulated across the industry, discounting deepened, and the impact landed hardest on the portion of the business tied to older silhouettes. Rather than an isolated quarter, the lawsuit contends this exposure existed while investors were being told the cleanup work was behind the Company.
"This case presents important questions about inventory and integration disclosure obligations in the retail sector, particularly where a $2.5 billion acquisition was presented to shareholders as a completed turnaround," said Joseph E. Levi, Esq. "Investors are entitled to accurate information about whether the problems a company says it has fixed have actually been fixed."
Submit your information here or call (212) 363-7500.
WHY LEVI & KORSINSKY: Over the past 20 years, Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.
Frequently Asked Questions About the DKS Lawsuit
Q: Who is eligible to join the DKS investor lawsuit? A: Investors who purchased DKS stock or securities between September 8, 2025 and August 24, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.
Q: How much did DKS stock drop? A: Shares fell approximately 30%, a decline of $55.02 per share, after the Company disclosed disappointing second-quarter 2026 results including Foot Locker revenue of $1.73 billion against analyst estimates of $1.81 billion and a sharply reduced Foot Locker sales outlook. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.
Q: What specific misstatements does the DKS lawsuit allege? A: The complaint alleges DICK'S Sporting Goods made materially false or misleading statements regarding the completion of Foot Locker's inventory cleanup and the acquired business's exposure to stagnant legacy footwear and industry promotional pressure during the Class Period. When the reduced Foot Locker outlook and second-quarter shortfall were disclosed, the stock price declined sharply.
Q: What do DKS investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my DKS shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
The S&P 500 (^GSPC +0.54%) index is trading at a Shiller Cyclically Adjusted Price-to-Earnings (CAPE) ratio of 41, the second-highest valuation in its history behind only the peak of the dot-com internet bubble in the year 2000. The index crashed by 49% when that bubble eventually burst, and while I'm not predicting a similar decline this time around, the risks to the current bull market are clearly mounting.
The Federal Reserve recently hiked interest rates to tame the rising inflation rate, which is generally bad news for stocks. Moreover, the artificial intelligence (AI) stocks that led the S&P 500 higher over the last few years have run into some turbulence, as investors question the sustainability of the data center spending boom.
It's entirely possible for those headwinds to spark a bear-market decline of 20% or more in the S&P 500. However, periods of heightened volatility tend to benefit one particular company: Interactive Brokers (IBKR +2.59%). Here's why its stock could be a great buy right now.
Image source: Getty Images.
One of the world's largest online brokerages
Interactive Brokers operates one of the world's most popular online investing platforms, where its clients buy and sell stocks, options contracts, futures contracts, and even cryptocurrencies. It had a record 5.58 million client accounts at the conclusion of the third quarter (ended Sept. 30), which was up by a whopping 35% from the year-ago period. That growth rate actually accelerated from 34% in the second quarter.
Client equity -- which represents the total value of all financial assets held in Interactive's custody -- also jumped by 27% to $964.7 billion. This number is important because Interactive earns volume-based commissions when clients buy and sell stocks or derivatives, so more equity means the platform has a bigger fee base.
In terms of transactions, Interactive processed 4.27 million daily average revenue trades (DARTS) during the third quarter, up 18%. But volume was a mixed bag; while clients were more active in the futures market compared to the year-ago period, they were less active in the stock and options markets. This is likely because the stock market traded in a relatively narrow range during the July to September period, with minimal volatility.
With that said, one metric suggests investors remained extremely bullish during the quarter. Interactive's outstanding margin loan balances ballooned by 36% to $105.2 billion, so clients still felt comfortable borrowing money to buy stocks and other financial assets. The company earns a significant amount of interest on those loans, so this revenue source might take a hit if a stock market downturn forces clients to deleverage.
Ideal conditions for faster revenue growth
Interactive generated $1.91 billion in revenue during the third quarter, a 15% increase from the year-ago period. There were two main components to that number:
$602 million in commission revenue, which grew by 12%.
$1.15 billion in net interest income, up 19%. This represented the interest Interactive earned on margin loans, client cash balances, and its own corporate cash balance.
If stock market volatility ramps up, I would expect commission revenue growth to accelerate as investors buy dips and hedge their potential downside risk using options and other derivatives. But net interest income might also grow at a faster pace in the near future as interest rates rise.
The Consumer Price Index (CPI) measure of inflation increased at an annualized rate of 3.7% in September, well above the Federal Reserve's 2% target. To make matters worse, it accelerated from 3.4% in August. The Fed already hiked interest rates once at its September meeting, but policymakers might feel compelled to execute further hikes to ensure inflation doesn't get out of control (like it did in 2022).
Therefore, although margin loan balances typically decline during bear markets, Interactive can still earn more net interest income overall if rates continue to rise. That will be especially true if cash balances climb as investors exit stocks and move to the sidelines for a while.
Interactive stock looks attractive on a forward basis
Interactive generated earnings of $2.61 per share over the last four quarters, placing its stock at a price-to-earnings (P/E) ratio of 31.6. Therefore, it's currently more expensive than both the S&P 500 and Nasdaq-100 indexes, which trade at P/E ratios of 23.5 and 30.2, respectively.
But Wall Street's average estimate (provided by Yahoo! Finance) suggests Interactive could grow its earnings to $3.31 per share in 2027, placing its stock at a forward P/E of 24.9. That earnings estimate could even be revised higher if stock market volatility and higher interest rates persist over the next few quarters, so it's possible the stock is cheaper than it currently appears at face value.
As a result, I think Interactive stock might be a great buy right now.
McKesson (MCK - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this prescription drug distributor have returned +15.6%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Medical - Dental Supplies industry, which McKesson falls in, has gained 11.7%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, McKesson is expected to post earnings of $10.69 per share, indicating a change of +8.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $44.71 points to a change of +14.3% from the prior year. Over the last 30 days, this estimate has changed +0.1%.
For the next fiscal year, the consensus earnings estimate of $49.99 indicates a change of +11.8% from what McKesson is expected to report a year ago. Over the past month, the estimate has changed +0.3%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for McKesson.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For McKesson, the consensus sales estimate for the current quarter of $110.11 billion indicates a year-over-year change of +6.8%. For the current and next fiscal years, $429.01 billion and $459.17 billion estimates indicate +6.3% and +7% changes, respectively.
Last Reported Results and Surprise HistoryMcKesson reported revenues of $105.38 billion in the last reported quarter, representing a year-over-year change of +7.7%. EPS of $9.93 for the same period compares with $8.26 a year ago.
Compared to the Zacks Consensus Estimate of $104.39 billion, the reported revenues represent a surprise of +0.95%. The EPS surprise was +5.19%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
McKesson is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about McKesson. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Společnost EHang zahájila s malajsijským leteckým regulátorem CAAM regulační sandbox pro posouzení bezpečnosti, technických aspektů a provozních předpisů letounů eVTOL v Malajsii.
KUALA LUMPUR, Malaysia, Oct. 21, 2026 (GLOBE NEWSWIRE) -- EHang Holdings Limited ("EHang" or the "Company") (Nasdaq: EH), the world's leading Advanced Air Mobility ("AAM") technology platform company, today announced a sandbox cooperation with the Civil Aviation Authority of Malaysia ("CAAM") to examine the safety, technical and regulatory considerations associated with EHang's proposed AAM within Malaysia's Low Altitude Economy. This cooperation marks another overseas regulatory sandbox initiative for EHang, following its efforts in Thailand, Sri Lanka, Vietnam and Hong Kong, China, further strengthening the Company's presence in Southeast Asia's low-altitude economy and underscoring the replicability of this regulatory sandbox approach. Drawing on its certification achievements and operational safety experience in China, EHang is working with civil aviation authorities in different markets to develop regulatory pathways tailored to local requirements.
(Image: EHang and CAAM announce sandbox cooperation at TXA 2026. Conor Yang (fourth from left), Chief Financial Officer of EHang, shakes hands with Dato' Captain Norazman Mahmud (third from right), CEO of CAAM. They are joined by Captain Mohd Nazri Bin Borhannuddin (third from left), Director of Flight Operations of CAAM; Captain Mohd Radzi Bin Mohamad Alias (second from right), Deputy CEO (Regulatory) of CAAM; and Ir. Collin Joshua Melling (far right), Director of Airworthiness of CAAM.)
The cooperation will provide a platform to examine the technical and operational considerations associated with electric vertical take-off and landing ("eVTOL") aircraft. Areas of engagement include airworthiness, operational safety, personnel competency and maintenance arrangements. EHang will support CAAM's assessment of its proposed activities in Malaysia. CAAM will undertake the cooperation in its capacity as Malaysia's civil aviation regulator.
CAAM and EHang recognise that the responsible development of AAM requires a phased approach, supported by technical evidence and robust safety assessment. The cooperation aims to strengthen understanding of emerging aviation technologies while keeping safety and the public interest central to their potential introduction and for the preparation of future AAM commercial operations in Malaysia.
(Image: EHang's EH216-S on display at TXA 2026)
At Transport Expo Asia ("TXA") 2026, held October 20–22 at the Malaysia International Trade and Exhibition Centre, the EH216-S is being showcased to industry partners, regulators and the public. EHang Chief Financial Officer Conor Yang delivered a keynote speech titled "Future on The Move, Making Pilotless Air Mobility a Reality," sharing EHang's experience in advancing the EH216-S from certifications toward commercial operations and its vision for integrating pilotless eVTOLs into Malaysia's mobility ecosystem and low-altitude economy.
(Image: EHang CFO Conor Yang delivers a keynote speech at TXA 2026)
Later today, Conor Yang joined a high-level panel discussion, alongside representatives from CAAM, Futurise, the National Aerospace Industry Corporation Malaysia (NAICO Malaysia) and the Malaysian Communications and Multimedia Commission (MCMC), to discuss the pathway toward operationalizing Malaysia's low-altitude economy, from policy frameworks and trial validation to commercial operations.
“Malaysia embraces the low-altitude economy as a national opportunity, and we are building the regulatory framework for it through an iterative, learn-by-doing approach, with safety as non-negotiable. We welcome collaboration with pioneering technology companies like EHang to develop the low-altitude economy," said Dato' Mohamed Sharil Tarmizi, Chairman of the Civil Aviation Authority of Malaysia.
With its established aviation sector and extensive island and coastal tourism offerings, Malaysia has strong potential for low-altitude economy applications. The sandbox cooperation comes as the country steps up efforts to develop the sector. In August 2026, CAAM released a proposed Low Altitude Economy Framework for public consultation and has been working with Futurise on an Advanced Air Mobility Concept of Operations to guide the development of emerging aviation technologies, including eVTOLs.
The regulatory sandbox approach enables EHang to work directly with local aviation authorities to translate regulatory requirements into concrete validation steps and operational preparations tailored to each market. The expansion into Malaysia further extends this sandbox approach across international markets and supports the Company's broader global growth strategy. Building on its sandbox initiatives in Thailand, Sri Lanka, Vietnam and Hong Kong, China, EHang is translating its international expansion strategy into tangible progress, working market by market to address local regulatory requirements and advance its certified pilotless eVTOL aircraft toward future overseas commercial operations.
About Civil Aviation Authority of Malaysia
The Civil Aviation Authority of Malaysia (CAAM) is the national aviation regulator responsible for ensuring the safety, security and efficiency of Malaysia’s civil aviation sector. CAAM also provides air navigation services and safeguards aviation consumer rights in accordance with applicable national requirements and international standards.
About EHang
EHang (Nasdaq: EH) is a global‑leading Advanced Air Mobility technology platform company dedicated to making safe, autonomous and eco‑friendly air mobility accessible to everyone. EHang focuses on the research, development and manufacturing of a diversified portfolio of pilotless electric vertical take‑off and landing (eVTOL) aerial vehicles, covering a wide range of application scenarios including aerial tourism, intra‑city commuting, inter‑city travel, logistics transportation and emergency firefighting. EHang’s flagship product, the EH216‑S, has obtained the world’s first type certificate (TC), production certificate (PC) and standard airworthiness certificate (AC) for pilotless passenger‑carrying eVTOL aircraft issued by the Civil Aviation Administration of China (CAAC), and has entered operation under China’s first batch of commercial operation qualifications for pilotless passenger‑carrying eVTOL. In addition, the Company’s long‑range VT35 model further extends inter‑city mobility scenarios, laying the foundation for a multi‑tiered low‑altitude mobility network. Leveraging its advanced autonomous flight technology and scalable operational infrastructure, EHang is redefining the transportation of people and goods — transcending cities, regions and natural barriers to usher in a new era of air mobility. For more information, please visit www.ehang.com.
Safe Harbor Statement
This press release may contain forward‑looking statements within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward‑looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “aims,” “future,” “intends,” “plans,” “believes,” “estimates,” “may” and other similar expressions. Statements that are not historical facts, including statements regarding management’s beliefs and expectations, are forward‑looking statements. Forward‑looking statements involve inherent risks and uncertainties. Many factors could cause actual results to differ materially from those contained in any forward‑looking statement, including but not limited to product certification, the Company’s expectations regarding demand for and market acceptance of its products, the commercialization of the Company’s autonomous aerial vehicle products and solutions and Advanced Air Mobility services, its relationships with strategic partners, and the litigation currently involving the Company and potential litigation. The Company’s management has made such forward‑looking statements based on current expectations, assumptions, estimates and projections. While the Company’s management believes that these expectations, assumptions, estimates and projections are reasonable, forward‑looking statements are only predictions of future events and involve known and unknown risks and uncertainties that are difficult for the Company’s management to control. These risks and uncertainties may cause EHang’s actual results of operations, performance or achievements to differ materially from those expressed or implied by any forward‑looking statements.
Analytici očekávají, že společnost Generac Holdings za čtvrtletí vykáže EPS ve výši 2,38 USD, což by představovalo meziroční růst o 30,1 %, a tržby ve výši 1,31 mld. USD, meziročně vyšší o 17,9 %.
Generac Holdings (GNRC - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis generator maker is expected to post quarterly earnings of $2.38 per share in its upcoming report, which represents a year-over-year change of +30.1%.
Revenues are expected to be $1.31 billion, up 17.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.89% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Generac Holdings?For Generac Holdings, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.07%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Generac Holdings will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Generac Holdings would post earnings of $1.95 per share when it actually produced earnings of $2.91, delivering a surprise of +49.23%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Generac Holdings doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Manufacturing - General Industrial industry, Illinois Tool Works (ITW - Free Report) , is soon expected to post earnings of $2.99 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +6.4%. Revenues for the quarter are expected to be $4.26 billion, up 5% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Illinois Tool Works has been revised 1.1% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.52%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Illinois Tool Works will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Meritage Homes očekává za čtvrtletí končící v září 2026 zisk na akcii (EPS) ve výši 1,18 USD, což představuje meziroční pokles o 15,1 %, při tržbách ve výši 1,31 miliardy USD, meziročně nižších o 7,5 %.
Meritage Homes (MTH - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis homebuilder is expected to post quarterly earnings of $1.18 per share in its upcoming report, which represents a year-over-year change of -15.1%.
Revenues are expected to be $1.31 billion, down 7.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 4.41% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Meritage?For Meritage, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -5.12%.
On the other hand, the stock currently carries a Zacks Rank of #5.
So, this combination makes it difficult to conclusively predict that Meritage will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Meritage would post earnings of $1.3 per share when it actually produced earnings of $1.42, delivering a surprise of +9.23%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Meritage doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Dycom zvýšil výhled tržeb segmentu Building Systems pro fiskální rok 2027 na 1,58–1,65 mld. USD díky poptávce ze strany datových center, marže EBITDA však má klesnout z 24,5 %.
Key Takeaways Dycom's Building Systems delivered a 24.5% adjusted EBITDA margin and $97.2M in fiscal Q2 EBITDA.Power Solutions' data center demand supported a $1.26B Building Systems backlog, with $1.11B due in 12 months.Dycom raised segment revenue guidance to $1.58B-$1.65B, but expects margins to ease to the high teens-low 20s.
Dycom Industries, Inc. (DY - Free Report) is benefiting from strong profitability in its Building Systems segment, supported by robust data center demand, operational efficiencies and strategic acquisitions. In the second quarter of fiscal 2027, the segment delivered an adjusted EBITDA margin of 24.5%, significantly above historical levels. Adjusted EBITDA reached $97.2 million on revenues of $397.5 million, reflecting increased operating leverage, favorable project cost estimates and strong execution.
A key growth driver is Power Solutions, which continues to capitalize on rising demand for data center electrical infrastructure, particularly in the Washington, D.C., Maryland and Virginia region. Building Systems ended the quarter with a backlog of approximately $1.26 billion, including $1.11 billion expected to be completed within the next 12 months. This visibility should support revenue growth and profitability as operations scale.
The acquisition of National Technology Integrators further strengthens the segment's prospects by expanding structured cabling capabilities and creating cross-selling opportunities with Power Solutions. Supported by strong demand and acquisition contributions, management raised its fiscal 2027 Building Systems revenue outlook to $1.58-$1.65 billion.
However, sustaining the 24.5% margin appears challenging, as favorable project cost adjustments may not recur. Management expects adjusted EBITDA margins to normalize to the high teens to low 20s for the remainder of fiscal 2027. Persistent shortages of skilled electricians and continued workforce investments could also constrain profitability.
Nevertheless, growing data center demand, expanding scale and acquisition synergies should support sustained profit growth, even as margins moderate from exceptional levels.
Industry Peers Capitalize on Data Center Demand to Boost MarginsDycom's 24.5% Building Systems adjusted EBITDA margin highlights the profitability potential of data center infrastructure. Industry peers Sterling Infrastructure, Inc. (STRL - Free Report) and Comfort Systems USA, Inc. (FIX - Free Report) are similarly leveraging strong mission-critical demand, operational efficiencies and strategic expansion to support margin growth.
Sterling is benefiting from rising data center and semiconductor investments. In the second quarter of 2026, E-Infrastructure revenues surged 192%, while adjusted operating margin reached 24%, supported by strong project execution. With mission-critical work accounting for more than 92% of the segment’s signed backlog, Sterling is prioritizing higher-margin opportunities. Its electrical business, CEC, is targeting further margin gains through improved project mix and productivity.
Comfort Systems is capitalizing on strong technology infrastructure demand and modular expansion. FIX’s second-quarter operating margin improved to 17.1% from 13.8% a year earlier, while Electrical gross margin expanded to 26.4%. With a record $14.1 billion backlog and technology representing 58% of first-half revenues, expanding modular capacity and operating efficiencies should support sustained profitability.
Kirby McInerney prověřuje Lennar kvůli možnému porušení federálních zákonů o cenných papírech po zprávě o nákupech domů odštěpenou společností Millrose; akcie mezi 2. a 5. říjnem klesly o 6,73 %.
New York, New York--(Newsfile Corp. - October 21, 2026) - The law firm of Kirby McInerney LLP continues its investigation on behalf of Lennar Corporation ("Lennar" or the "Company") (NYSE: LEN) investors concerning the Company's and/or members of its senior management's possible violation of the federal securities laws and other unlawful business practices.
[CONTACT THE FIRM IF YOU SUFFERED A LOSS]
What Happened?
On October 2, 2026, Hunterbrook Media LLC published a report entitled "Exclusive: Lennar's Big New Customer Is Its Own Spinoff, Millrose," revealing that Millrose, the spinoff company Lennar created in 2025 to hold its land, bought over $200 million of Lennar homes in about a month and has become the largest buyer of Lennar homes in the last month. The report asserts that "the purchases arrived just when Lennar needed them" and that "these sales were the difference between meeting and missing [its delivery forecast]," as Millrose purchased 356 homes in the last week of Lennar's third quarter 2026, and Lennar beat its delivery forecast by 340 homes. The report also states that Millrose has been purchasing Lennar homes for higher prices than individual and other institutional buyers and is renting those homes out at a loss. On this news, the price of Lennar shares declined by $5.37 per share, or approximately 6.73%, from $79.81 per share on October 2, 2026, to close at $74.44 on October 5, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Lennar securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs' law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm's efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found on Kirby McInerney LLP's website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/320087
Source: Kirby McInerney LLP
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Even though Super Micro Computer (NASDAQ: SMCI) stock has been trapped in a choppy consolidation since March 2024, Sajal Dogra, a Wall Street analyst at Rosenblatt Securities, has reaffirmed a buy rating for this company following its strong first-quarter fiscal year 2027 pre-announcement.
Dogra reiterated a ‘Buy’ rating for Super Micro Computer stock, according to a note sent to clients on October 21, 2026, Wednesday. The analyst, however, raised the firm’s 12-month price target for SMCI to $57 from $51, representing an 11.76% change.
With Super Micro Computer stock trading at about $36.28 at press time, Rosenblatt Securities signals a possible 57.11% upside for the next 12 months.
The analysts maintained bullish sentiment for SMCI following its increased sales, catalyzed by a strong demand for artificial intelligence (AI) compute. Ahead of the company’s final fiscal first quarter (Q1) 2027 full financial results, the company announced preliminary net sales guidance of $18.5 billion to $19.5 billion, significantly exceeding its prior target range of $14.5 billion to $15.5 billion.
The management also raised its gross margin outlook to 12.0%–12.5%, citing accelerating global demand for high-performance AI server infrastructure and a favorable product mix. As such, Super Micro Computer’s full-year fiscal 2027 estimates were revised upward from $68.5 billion in revenue and $5.13 in earnings per share to $80 billion in revenue and $6.40 in earnings per share
SMCI stock price prediction
Earlier on Wednesday, Ruplu Bhattacharya, an analyst at Bank of America Corp. (NYSE: BAC), reiterated a ‘Sell’ rating for SMCI stock. However, Bhattacharya raised the bank’s 12-month price target for Super Micro Computer stock to $38 from $33 for the same reason.
Meanwhile, Quinn Bolton, a market expert at Needham, reaffirmed a ‘Buy’ rating and set the firm’s 12-month price target for SMCI at $46.
Wednesday’s SMCI stock ratings for 12 months. Source: TipRanks
As a result, 16 Wall Street analysts surveyed by TipRanks over the past 3 months had set an average 12-month price target of $40.23.
SMCI stock price prediction for 12 months. Source: TipRanks
Super Micro Computer stock performance
Over the past 52 weeks, Super Micro Computer stock has ranged between $19.59 and $54.53. At the time of reporting, the company had a market capitalization of $21.33 billion.
Super Micro Computer stock chart on October 21. Source: TradingView
Despite SMCI’s multi-year consolidation, Wall Street analysts are turning more bullish driven by rising demand for AI.
Featured image via Shutterstock
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Boston Scientific by měl ve 3. čtvrtletí roku 2026 vykázat tržby ve výši 5,17 mld. USD, což představuje meziroční nárůst o 2,1 %, a zisk na akcii (EPS) 76 centů.
Key Takeaways Boston Scientific's Q3 2026 revenues are projected to rise 2.1% to $5.17 billion, while EPS may grow 1.3%.BSX's MedSurg may gain from Endoscopy, Neuromodulation and Nalu Medical amid ongoing Urology pressures.BSX's Cardiovascular unit may have benefited from imaging, embolization tech and vascular portfolio growth.
Boston Scientific Corporation (BSX - Free Report) is slated to report third-quarter 2026 results on Oct. 28, before the market opens.
The renowned medical device manufacturer posted earnings per share (EPS) of 86 cents in the last reported quarter, which surpassed the Zacks Consensus Estimate by 3.61%. The company topped earnings estimates in three of the trailing four quarters and broke even once, the average surprise being 2.95%.
BSX’s Q3 EstimatesFor the third quarter of 2026, the Zacks Consensus Estimate for Boston Scientific’s revenues is pegged at $5.17 billion, indicating an increase of 2.1% from the year-ago reported figure.
The Zacks Consensus Estimate for the company’s third-quarter EPS suggests a 1.3% rise to 76 cents. The estimate has dropped 5% in the past 30 days.
Let’s briefly review the company’s performance leading up to this announcement.
What May Have Influenced BSX’s Q3 Performance?MedSurgIn the third quarter of 2026, the segment may have contributed due to continued strength in Endoscopy and Neuromodulation. Endoscopy sales are likely to have gained from the biliary franchise, led by the AXIOS Stent and Delivery System, and the core gastrointestinal (GI) franchise. Boston Scientific also secured FDA clearance for RIVOS, a first-of-its-kind single device designed to consolidate multiple exchanges, allowing physicians to streamline procedural steps while performing endoscopic ultrasound biliary drainage. Initial cases had received positive feedback.
Neuromodulation is likely to have benefited from the strength of its comprehensive pain portfolio, led by the Intracept Intraosseous Nerve Ablation System. The acquired Nalu Medical may have provided another quarter of solid sales contribution, with integration efforts continuing. In the brain franchise, Boston Scientific’s global growth may have been favorably supported by the continued adoption of the Cartesia X leads and accelerating uptake of the Illumina 3D programming algorithm in the United States.
Meanwhile, similar to the previous quarter, Urology may have faced continued headwinds from weakness in the stone franchise due to volume-based procurement in China and commercial disruption in sacral neuromodulation.
The Zacks Consensus Estimate projects MedSurg revenues to increase 1.6% year over year in the third quarter.
CardiovascularIn the third quarter of 2026, Boston Scientific may have faced continued weakness in two historically strong Cardiovascular businesses. During the July earnings call, management lowered its full-year organic revenue and profitability outlook, citing a more challenging second half of 2026 than previously expected. WATCHMAN sales were hurt by an unexpected slowdown in the U.S. market, as compounding clinical evidence impacted referral patterns. In Electrophysiology (“EP”), the level of competitive share movement in the U.S. market was greater than anticipated.
The Cardiac Rhythm Management (“CRM”) business may remain a drag on the quarter’s results, reflecting continued competitive pressures and gaps within the product portfolio. Weakness across its low-voltage and high-voltage businesses is likely to have persisted. On a positive note, strength across the company’s broad diagnostic portfolio may have helped offset some of the pressures.
Boston Scientific is also expected to have seen sustained momentum in its Interventional Cardiology business, driven by continued strength in DCB, imaging and complex PCI. Vascular Therapies results may benefit from broader adoption of Varithena and the drug-eluting portfolio. Following strong reception of the SEISMIQ IVL device for its clinical differentiation, the company is likely to have continued to ramp up its supply.
Interventional Oncology and Embolization is also expected to have delivered strong global growth, aided by demand for its broad range of technologies.
According to the Zacks Consensus Estimate, Cardiovascular revenues are expected to see a 0.7% decline from the prior-year period.
What Our Model Unveils for BSXPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates, which is not the case here, as you can see.
Earnings ESP: Boston Scientific has an Earnings ESP of -3.63%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Top MedTech PicksHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time:
Phibro Animal Health (PAHC - Free Report) has an Earnings ESP of +2.10% and a Zacks Rank #1. The company is expected to release first-quarter fiscal 2027 results soon.
PAHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 18.4%. The Zacks Consensus Estimate for the company’s first-quarter EPS indicates an increase of 8.2% from the year-ago quarter’s figure.
IDEXX Laboratories (IDXX - Free Report) has an Earnings ESP of +0.59% and a Zacks Rank #2. The company is slated to release third-quarter 2026 results on Nov. 2.
IDXX’s earnings beat estimates in each of the trailing four quarters, the average surprise being 5.7%. The Zacks Consensus Estimate for the company’s third-quarter EPS implies a jump of 9.1% from the year-ago quarter’s figure.
Becton, Dickinson and Company (BDX - Free Report) , or BD, has an Earnings ESP of +3.28% and a Zacks Rank #2. The company will release its fourth-quarter fiscal 2026 results on Nov. 5.
BD’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 2.94%. The Zacks Consensus Estimate for the company’s fourth-quarter EPS calls for a rise of 2.5% from the year-ago quarter’s figure.
Everest Group očekává za čtvrtletí končící v září 2026 zisk 9,32 USD na akcii, což představuje meziroční nárůst o 23,6 %, při tržbách ve výši 3,84 mld. USD, které meziročně klesly o 11,1 %.
Wall Street expects a year-over-year increase in earnings on lower revenues when Everest Group (EG - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis reinsurance company is expected to post quarterly earnings of $9.32 per share in its upcoming report, which represents a year-over-year change of +23.6%.
Revenues are expected to be $3.84 billion, down 11.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.62% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Everest Group?For Everest Group, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.01%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Everest Group will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Everest Group would post earnings of $14.59 per share when it actually produced earnings of $14.85, delivering a surprise of +1.78%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Everest Group appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Insurance - Multi line industry, Slide Insurance Holdings, Inc. (SLDE - Free Report) , is soon expected to post earnings of $0.65 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -17.7%. This quarter's revenue is expected to be $398.08 million, up 49.8% from the year-ago quarter.
The consensus EPS estimate for Slide Insurance Holdings, Inc. has been revised 0.9% lower over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Slide Insurance Holdings, Inc. will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Ciena získala zakázku od Space Norway na modernizaci kabelů na Špicberkách a systému Arctic Way, který má být spuštěn v roce 2028. Společnost zvýšila výhled tržeb pro fiskální rok 2026 na 6,42 miliardy USD (±50 milionů USD).
Key Takeaways Ciena wins a turnkey Space Norway contract to upgrade Svalbard cables and deploy the Arctic Way system.The project combines optical networking equipment and software to improve capacity and network control.Ciena raises its fiscal 2026 revenue outlook to $6.42 billion and expects at least 30% growth in fiscal 2027.
Ciena Corporation (CIEN - Free Report) is strengthening its position in the global subsea networking market after securing a turnkey contract from Space Norway to modernize existing subsea cable systems in Svalbard and deploy advanced networking technology for the upcoming Arctic Way system. The project highlights the growing importance of resilient, high-capacity communications infrastructure in remote regions where connectivity is essential for scientific research, government operations and national security.
The agreement combines upgrades to legacy infrastructure with the deployment of a new subsea network expected to enter service in 2028. By supplying optical networking equipment, advanced transponders and network management software, Ciena aims to improve capacity, reliability and operational efficiency across Space Norway's Arctic communications footprint. For Ciena, this approach creates an opportunity to supply technology across multiple routes and potentially support future network extensions.
A key aspect of the deal is Ciena's combination of optical transmission hardware and network management software. The technology is designed to improve network capacity, simplify operations and support reliable data transmission across demanding subsea routes. Ciena 6500 Optical Platform provides optical transport capabilities for high-capacity networks. In the Arctic project, it will support communications across the new and upgraded subsea systems. Its Navigator Network Control Suite also provides visibility and control, helping Space Norway manage operations across its infrastructure while supporting operational redundancy.
The Space Norway agreement fuels Ciena’s already strong business momentum, driven by increasing demand for high-speed connectivity and AI infrastructure. Ciena reported fiscal third-quarter revenue of $1.67 billion, representing 37% year-over-year growth. It also raised its fiscal 2026 revenue outlook to $6.42 billion (+/-$50 million). For fiscal 2027, management expects at least 30% revenue growth.
CIEN’s Optical Growth Faces Competitive ChallengesCIEN continues to strengthen its position in the optical networking market as rising demand for high-capacity connectivity drives investments in digital infrastructure. Recently, Openreach deployed Ciena’s Waveserver platform with WaveLogic 6 1.6Tb/s technology to expand its OSEA portfolio, offering high-capacity connectivity across U.K. cable landing stations, data centers and core network nodes. The solution combines 400G and 800G traffic over 1.6Tb/s wavelengths, supporting up to 32 400G services in a compact 2RU chassis.
However, Ciena operates in a competitive optical networking market. Winning contracts does not automatically guarantee attractive margins, especially when turnkey delivery involves substantial execution responsibilities. It faces competition from other optical networking vendors like Corning Incorporated (GLW - Free Report) , Cisco Systems (CSCO - Free Report) and Nokia (NOK - Free Report) .
Assessing CIEN’s Market PeersCisco’s vertically integrated networking stack is expanding across scale-out and scale-across AI architectures. In the fiscal fourth quarter, it won three new hyperscaler designs – a P200 scale-across system, a G200 scale-out system and an optical line system. Fiscal 2026 hyperscaler AI orders were about 60% Silicon One-based systems and 40% optics, while Acacia generated more than $1 billion in orders in the fiscal fourth quarter. Management has line of sight to multiple additional design wins over the next six months across G300, G200 and P200 systems and optics. In September, management said Cisco supplies chips and full systems to hyperscalers and plans to become independent of merchant silicon providers by fiscal 2029, giving it greater control over product design and supply.
However, the outlook still depends on converting G300, G200, P200 and optics opportunities, and becoming independent of merchant silicon providers by fiscal 2029.
Corning has entered the second half of 2026 with its growth outlook tied to AI infrastructure and optical connectivity. It launched Gorilla Glass Ceramic 3 and continues to see opportunities in advanced optics products tied to AI-driven data center build-outs and semiconductor manufacturing demand. Corning is also expanding its GenAI optical portfolio with multicore fiber and high-density connectivity solutions that improve network capacity and reduce installation complexity. Secular demand for bandwidth, cloud computing and AI infrastructure continues to support Corning’s Optical Communications business.
GLW also announced a long-term partnership with NVIDIA to expand U.S.-based optical connectivity manufacturing capacity by 10 times and increase domestic fiber production capacity by more than 50%. In September, Corning secured a multiyear, multibillion-dollar agreement with Verizon to supply more than 80 million miles of high-density optical fiber and connectivity solutions through 2032, strengthening its long-term revenue visibility and positioning it to benefit from expanding broadband and AI infrastructure demand.
Nokia continues to benefit from its broad portfolio spanning mobile networks, optical transport, IP routing, fixed broadband, software and services. This integrated offering enables the company to address evolving customer requirements across telecommunications operators, enterprises and hyperscale cloud providers. Network Infrastructure delivered double-digit growth in second-quarter 2026, supported by continued momentum in Optical Networks and IP Networks. The planned divestiture of the Fixed Wireless Access CPE business simplifies the portfolio and allows greater investment in higher-growth opportunities such as AI networking and optical technologies.
While AI and cloud demand is supporting Optical Networks and IP Networks, carrier spending remains mixed across regions and business lines. Management continues to expect stronger performance in the second half of 2026, but quarterly demand patterns remain influenced by customer capital expenditure timing and software revenue recognition. Management noted that supply constraints continue to affect portions of the optical networking market, contributing to long-term customer ordering patterns.
Promise vs. Reality: The Chemours Performance Gap. Management cited "very stable volume" in May, but the lawsuit alleges an oversold Opteon aftermarket channel was already eroding 2026 demand.
, /PRNewswire/ -- Levi & Korsinsky, LLP highlights the alleged Chemours promise-reality gap at the center of a securities fraud class action pending on behalf of investors who suffered losses after purchasing The Chemours Company (NYSE: CC) securities between February 20, 2026 and August 4, 2026. Check if you might be eligible to recover your investment losses, or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
The promise, delivered by management in May, was "very stable volume" and a reaffirmed full-year adjusted EBITDA outlook of $800 million to $900 million. The reality came on August 4, 2026, when the Company reported a 4% volume decline and cut that outlook to $775 million to $825 million, and the next day shares fell $3.34, or 18.63%, to close at $14.59. LEAD PLAINTIFF DEADLINE: December 7, 2026.
The Promise
Opteon refrigerants were cast as the Company's growth engine throughout the first half of 2026. In February, the Company projected that double-digit year-over-year Opteon Refrigerant growth would continue into the second quarter. By the first-quarter call, management was claiming "a really, really strong position in the aftermarket" and reaffirming 3% to 5% full-year net sales growth.
Promise vs. Actual: By the Numbers
Volume: "Very stable," according to management in May. Company-wide second-quarter volumes fell 4%. Net sales: Full-year growth of 3% to 5% promised. Second-quarter net sales came in at $1.6 billion, down approximately 1% year over year. Opteon trajectory: Double-digit growth projected into the second quarter. The August results instead identified lower Opteon blends aftermarket sales as the primary driver of the volume decline. Aftermarket demand: Management saw "a lot of upside in the aftermarket as new equipment gets installed." The Company later compared aftermarket sales against "elevated demand" in the prior-year quarter tied to the initial channel fill. Full-year earnings: Adjusted EBITDA of $800 million to $900 million, reaffirmed in May. Cut to $775 million to $825 million in August, removing $75 million from the top of the range. What the Lawsuit Alleges About the Chemours Promise-Reality Gap
Plaintiffs contend that the gap shows these assurances were given while Opteon aftermarket demand was already declining because the Company had oversold product in 2025. The complaint alleges that customer prebuy and initial channel fill pulled sales out of 2026, leaving the original guidance without a reasonable basis. Investors who paid prices allegedly inflated by those statements absorbed the decline once the shortfall surfaced.
"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The complaint alleges Chemours described its volume as very stable roughly three months before reporting a 4% decline. Shareholders who relied on that assurance deserve answers about what was known when it was given." -- Joseph E. Levi, Esq.
Learn more about the case or call (212) 363-7500.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com | Attorney Advertising. Prior results do not guarantee similar outcomes.
Frequently Asked Questions About the CC Lawsuit
Q: What specific misstatements does the CC lawsuit allege? A: The complaint alleges The Chemours Company made materially false or misleading statements during the Class Period regarding aftermarket demand for its Opteon refrigerants, the effect of 2025 overselling on 2026 demand, and the reliability of its 2026 financial guidance. When Chemours cut its full-year adjusted EBITDA guidance and attributed lower Opteon aftermarket sales to an oversupplied channel, the stock price declined sharply.
Q: When did Chemours allegedly mislead investors? A: The Class Period runs from February 20, 2026 to August 4, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.
Q: What court was the CC class action filed in? A: The case was filed in the United States District Court for the District of Delaware, governed by the Private Securities Litigation Reform Act of 1995.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my CC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Chemours čelí hromadné žalobě kvůli údajným zavádějícím informacím o poptávce po Opteonu; akcie následující den po snížení výhledu upravené EBITDA klesly o 18,63 %.
CC Shareholder Alert: The Chemours Company Securities Class Action Lawsuit - Investors With Losses May Contact Levi & KorsinskyPR Newswire
NEW YORK, Oct. 21, 2026
Promise vs. Reality: The Chemours Performance Gap. Management cited "very stable volume" in May, but the lawsuit alleges an oversold Opteon aftermarket channel was already eroding 2026 demand.
, /PRNewswire/ -- Levi & Korsinsky, LLP highlights the alleged Chemours promise-reality gap at the center of a securities fraud class action pending on behalf of investors who suffered losses after purchasing The Chemours Company (NYSE: CC) securities between February 20, 2026 and August 4, 2026. Check if you might be eligible to recover your investment losses, or contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
The promise, delivered by management in May, was "very stable volume" and a reaffirmed full-year adjusted EBITDA outlook of $800 million to $900 million. The reality came on August 4, 2026, when the Company reported a 4% volume decline and cut that outlook to $775 million to $825 million, and the next day shares fell $3.34, or 18.63%, to close at $14.59. LEAD PLAINTIFF DEADLINE: December 7, 2026.
The Promise
Opteon refrigerants were cast as the Company's growth engine throughout the first half of 2026. In February, the Company projected that double-digit year-over-year Opteon Refrigerant growth would continue into the second quarter. By the first-quarter call, management was claiming "a really, really strong position in the aftermarket" and reaffirming 3% to 5% full-year net sales growth.
Promise vs. Actual: By the Numbers
Volume: "Very stable," according to management in May. Company-wide second-quarter volumes fell 4%.Net sales: Full-year growth of 3% to 5% promised. Second-quarter net sales came in at $1.6 billion, down approximately 1% year over year.Opteon trajectory: Double-digit growth projected into the second quarter. The August results instead identified lower Opteon blends aftermarket sales as the primary driver of the volume decline.Aftermarket demand: Management saw "a lot of upside in the aftermarket as new equipment gets installed." The Company later compared aftermarket sales against "elevated demand" in the prior-year quarter tied to the initial channel fill.Full-year earnings: Adjusted EBITDA of $800 million to $900 million, reaffirmed in May. Cut to $775 million to $825 million in August, removing $75 million from the top of the range.What the Lawsuit Alleges About the Chemours Promise-Reality Gap
Plaintiffs contend that the gap shows these assurances were given while Opteon aftermarket demand was already declining because the Company had oversold product in 2025. The complaint alleges that customer prebuy and initial channel fill pulled sales out of 2026, leaving the original guidance without a reasonable basis. Investors who paid prices allegedly inflated by those statements absorbed the decline once the shortfall surfaced.
"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The complaint alleges Chemours described its volume as very stable roughly three months before reporting a 4% decline. Shareholders who relied on that assurance deserve answers about what was known when it was given." -- Joseph E. Levi, Esq.
Learn more about the case or call (212) 363-7500.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com | Attorney Advertising. Prior results do not guarantee similar outcomes.
Frequently Asked Questions About the CC Lawsuit
Q: What specific misstatements does the CC lawsuit allege? A: The complaint alleges The Chemours Company made materially false or misleading statements during the Class Period regarding aftermarket demand for its Opteon refrigerants, the effect of 2025 overselling on 2026 demand, and the reliability of its 2026 financial guidance. When Chemours cut its full-year adjusted EBITDA guidance and attributed lower Opteon aftermarket sales to an oversupplied channel, the stock price declined sharply.
Q: When did Chemours allegedly mislead investors? A: The Class Period runs from February 20, 2026 to August 4, 2026. The complaint alleges that corrective disclosures revealed information that caused a significant stock decline.
Q: What court was the CC class action filed in? A: The case was filed in the United States District Court for the District of Delaware, governed by the Private Securities Litigation Reform Act of 1995.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my CC shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
View original content to download multimedia:https://www.prnewswire.com/news-releases/cc-shareholder-alert-the-chemours-company-securities-class-action-lawsuit---investors-with-losses-may-contact-levi--korsinsky-302915103.html
, /PRNewswire/ -- Leidos (NYSE: LDOS) will support U.S. Cyber Command in planning and conducting full-spectrum military cyber operations under a new $160 million award, helping the command respond to evolving cyber threats and coordinate operations across the Department of War.
The five-year award includes integration and coordination of offensive and defensive cyber operations, including operational support to secure, operate and defend the Department of War Information Network in cyberspace.
"Cyberspace operations demand speed, deep technical expertise and an understanding of how adversaries operate," said Jason O'Connor, president of Leidos Intelligence. "Our team, comprised of the full-suite of Leidos cyber including the recently acquired Kudu Dynamics, will bring those capabilities together to support U.S. Cyber Command's mission. We're focused on ensuring our nation's cyber forces are prepared to operate in an increasingly contested environment."
Leidos will provide cyber defense, operational planning, emerging threat analysis and support for developing tactics, techniques and procedures. The work will help U.S. Cyber Command coordinate and synchronize full-spectrum cyber operations across mission partners.
The award advances Leidos' NorthStar 2030 strategy, with cyber as a key growth driver and an increasingly critical component of how the U.S. military competes and conducts modern warfare across domains.
About Leidos
Leidos is an industry and technology leader serving government and commercial customers with smarter, more efficient digital and mission innovations. Headquartered in Reston, Virginia, with more than 50,000 global employees, Leidos reported annual revenues of approximately $17.2 billion for the fiscal year ended January 2, 2026. For more information, visit www.Leidos.com.
Certain statements in this announcement constitute "forward-looking statements" within the meaning of the rules and regulations of the U.S. Securities and Exchange Commission (SEC). These statements are based on management's current beliefs and expectations and are subject to significant risks and uncertainties. These statements are not guarantees of future results or occurrences. A number of factors could cause our actual results, performance, achievements, or industry results to be different from the results, performance, or achievements expressed or implied by such forward-looking statements. These factors include, but are not limited to, the "Risk Factors" set forth in Leidos' Annual Report on Form 10-K for the fiscal year ended January 3, 2025, and other such filings that Leidos makes with the SEC from time to time. Readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Leidos does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.
Lennox International očekává za čtvrtletí končící v září 2026 zisk 7,18 USD na akcii a tržby ve výši 1,57 mld. USD, což představuje meziroční nárůst o 2,9 %, respektive o 10 %.
Lennox International (LII - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis manufacturer of furnaces, air conditioners and other products is expected to post quarterly earnings of $7.18 per share in its upcoming report, which represents a year-over-year change of +2.9%.
Revenues are expected to be $1.57 billion, up 10% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.74% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Lennox?For Lennox, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Lennox will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Lennox would post earnings of $7.63 per share when it actually produced earnings of $7.72, delivering a surprise of +1.18%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Lennox doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Evercore očekává za čtvrtletí zisk na akcii (EPS) ve výši 2,61 USD, což představuje meziroční pokles o 25 %, a tržby ve výši 916,49 milionu USD, meziročně nižší o 12,5 %.
The market expects Evercore (EVR - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis investment bank is expected to post quarterly earnings of $2.61 per share in its upcoming report, which represents a year-over-year change of -25%.
Revenues are expected to be $916.49 million, down 12.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 10.82% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Evercore?For Evercore, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #5.
So, this combination makes it difficult to conclusively predict that Evercore will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Evercore would post earnings of $3.02 per share when it actually produced earnings of $2.91, delivering a surprise of -3.64%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Evercore doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Financial - Investment Bank industry, LPL Financial Holdings Inc. (LPLA - Free Report) , is soon expected to post earnings of $5.69 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +9.4%. This quarter's revenue is expected to be $5.35 billion, up 18.9% from the year-ago quarter.
The consensus EPS estimate for LPL Financial has been revised 1.5% lower over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that LPL Financial will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Old Dominion Freight Line očekává za čtvrtletí EPS ve výši 1,61 USD, což by meziročně představovalo nárůst o 25,8 %, při tržbách 1,56 mld. USD (+10,7 %).
Old Dominion Freight Line (ODFL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis trucking company is expected to post quarterly earnings of $1.61 per share in its upcoming report, which represents a year-over-year change of +25.8%.
Revenues are expected to be $1.56 billion, up 10.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.82% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Old Dominion?For Old Dominion, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.25%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Old Dominion will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Old Dominion would post earnings of $1.52 per share when it actually produced earnings of $1.68, delivering a surprise of +10.53%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Old Dominion appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerLandstar System (LSTR - Free Report) , another stock in the Zacks Transportation - Truck industry, is expected to report earnings per share of $1.62 for the quarter ended September 2026. This estimate points to a year-over-year change of +32.8%. Revenues for the quarter are expected to be $1.48 billion, up 22.7% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Landstar has been revised 0.1% down to the current level. Nevertheless, the company now has an Earnings ESP of +4.84%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Landstar will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
MONETA oznamuje, že obdržela od České národní banky aktualizovaný kapitálový požadavek SREP na rok 2027 na úrovni 9,8 procenta, což je o 20 bazických bodů méně než v roce 2026. Kapitálový cíl vedení na konsolidovaném základě se tak s účinností od 1. ledna 2027 snižuje na 15,3 procenta ze současné výše 15,5 procenta. K 30. červnu 2026 vykázala MONETA celkovou kapitálovou přiměřenost na konsolidované úrovni ve výši 19,95 procenta. Bližší informace jsou dostupné zde nebo na odkazu: https://investors.moneta.cz/aktualni-informace
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14:35SpaceX už není jen vesmírný příběh. Hlavním motorem růstu se stává AI
13:01Reklama se zadrhla, obsah tolik neláká a Netflix poprvé po letech hledá nový motor růstu
12:07Evropa obchoduje lehce v plusu, zatímco SpaceX zlepšila sentiment kolem polovodičů
11:55Getty Images požádala v USA o ochranu před věřiteli, zahájila restrukturalizaci
11:27PODCAST Rozhovory s Václavem Svátkem: AI je revoluce, ale investiční bublina může prasknout
10:11Anthropic by mohl za výpočetní výkon utratit až 750 miliard dolarů, v první polovině roku vykázal ztrátu přes 80 miliard
9:05Rozbřesk: Strach z dluhů AI firem změnilo chování hlavních trhů. Ale na jak dlouho?
8:49Optimismus vrací. Trhy podpořily výsledky SpaceX a Super Micro
8:27SpaceX překvapila rekordním ziskem. Musk poprvé veřejně připustil fúzi s Teslou
20.10.2026
22:29Netflix doručil tržby v souladu s očekáváním, ve zbytku roku ale očekává další zpomalení růstu
22:04Wall Street hledá pevnější půdu pod nohama. Rozhodnou výsledky a návratnost investic do AI
17:19Čekání na obrat v investičním boomu se nemusí vyplatit
16:17Plyn v Evropě zdražil nejvíce od roku 2022. Trh se obává nové energetické krize
15:29Facebook, TikTok i YouTube pod tlakem. Austrálie chystá žaloby kvůli porušování zákazu pro mladistvé
15:02Překonání odhadů ani oznámený zpětný odkup akcií nepomohl. Akcie GM po výsledcích klesají o sedm procent
Společnost Carlisle má za čtvrtletí končící v září 2026 vykázat zisk na akcii ve výši 5,96 USD, což představuje meziroční nárůst o 6,2 %, při výnosech 1,43 miliardy USD.
The market expects Carlisle (CSL - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis diversified manufacturer is expected to post quarterly earnings of $5.96 per share in its upcoming report, which represents a year-over-year change of +6.2%.
Revenues are expected to be $1.43 billion, up 6.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.09% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Carlisle?For Carlisle, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.25%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Carlisle will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Carlisle would post earnings of $6.43 per share when it actually produced earnings of $7.03, delivering a surprise of +9.33%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Carlisle doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Credo Technology just delivered triple-digit revenue growth and a beat-and-raise quarter, yet the stock has cratered while two major Wall Street firms argue the selloff has created one of the most compelling gaps between price and target in the AI…
Credo Technology (NASDAQ:CRDO | CRDO Price Prediction) currently trades at $171.51, while Wall Street’s average price target sits at $279.09. That gap implies 62.7% upside.
Credo sells the high-speed wiring inside AI data centers: ZeroFlap active electrical cables, optical DSPs, retimers and OmniConnect memory interconnects. Fiscal 2026 revenue reached $1.335B, up 205.7%, which explains why analysts crowded into the name.
More aggressive desks push even further. Stifel’s Tore Svanberg and J.P. Morgan’s Joseph Cardoso both hold $310.00 targets, roughly 80.7% above present levels. With even the consensus implying substantial upside, the market is pricing in risks the analysts discount.
A Beat-and-Raise Quarter Sparked a 20% One-Day Plunge
Credo’s slide began with its own earnings report. Shares fell roughly 20% in a single session in early September, even though fiscal Q1 2027 revenue of $479.0M rose 114.7% and beat the $470.38M consensus. Non-GAAP EPS of $1.20 exceeded the $1.17 estimate, and Q2 guidance of $525M to $535M pointed higher.
Investors fixated on quality. GAAP gross margin contracted to 64.5% from 68.2% on acquisition amortization after the DustPhotonics deal pushed goodwill from $92.8M to $986.4M. Share-based comp hit $87.98M, and the three largest customers made up about 74% of revenue.
The pressure has remained. Credo is down 23.39% over three months and 13.51% in the past week, including a 7.3% single-session drop when the S&P 500 slipped just 0.1%. Most of this damage is company-specific.
Twenty Analysts, Zero Sells and Rising Estimates
Wall Street has held firm. Of 20 analysts, 5 rate it Strong Buy, 14 Buy, 1 Hold and none Sell. Estimates are moving up too: over 30 days, 15 analysts raised fiscal 2027 EPS forecasts against 3 cuts, and 16 raised fiscal 2028 against 1.
The bull thesis rests on Credo’s lead in AECs connecting dense GPU racks, expanding optical DSP and SerDes revenue, and hyperscaler capex from giants like Microsoft and Amazon (NASDAQ:MSFT, NASDAQ:AMZN). Credo is one of the non-chipmaker suppliers riding that expansion, a group we profiled further in a free report on seven AI infrastructure names. Consensus calls for fiscal 2027 EPS of $6.3063, climbing to $9.6906 in fiscal 2028.
That math drives the targets. On fiscal 2028 estimates, the stock trades near 18x earnings, against a trailing multiple of 60. The next test is the fiscal Q2 report, where consensus expects revenue of $531.65M and EPS of $1.2829. Targets carry no guarantee, though. The same analysts were bullish when shares hit $308.67.
Credo Fell Harder Than Its Connectivity Rivals
Credo dropped more than its peers. One rival rose over three months while the other declined far less.
Marvell Technology (NASDAQ:MRVL) gained 15.63% over three months despite a 10.53% weekly pullback. With the stock at $240.42 versus a $341.63 target, it implies 42.1% upside. Analysts split 8 Strong Buy, 32 Buy, 6 Hold, 0 Sell, though Marvell’s projected gain is smaller than Credo’s.
Broadcom (NASDAQ:AVGO) fell 13.33% over three months. With the stock at $334.37 versus a $527.59 target, it implies 57.8% upside, backed by 7 Strong Buy, 40 Buy and 3 Hold ratings. That is close to Credo’s upside.
Credo carries the group’s largest analyst-implied upside, but it also took the biggest drop, so analysts and the market disagree most sharply on this name.
Credo Still Beats the S&P 500 This Year Despite the Slide
At $171.51, Credo implies 62.7% upside to the $279.09 consensus from 20 analysts. Shares trade below the 50-day average of $206.02 and the 200-day average of $180.18.
Credo is up 19.2% year to date, and the S&P 500 has gained 12.82%. A beta of 3.249 explains why the moves run so large in both directions.
Credo’s Discount Looks Real if Margins Stabilize
Credo’s discount looks more credible if fiscal Q2 lands inside guidance, GAAP margins hold the 62.9% to 64.9% guided range, and the DustPhotonics optics push adds new hyperscaler wins. That path keeps fiscal 2028 estimates intact and makes the consensus target reachable.
The risk rises if hyperscaler capex slows down or a top customer shifts orders. With three accounts driving most revenue, one lost program could reset estimates quickly.
The data leans constructive. Rising estimates, a fast-shrinking forward multiple and no Sell ratings suggest the selloff priced in more risk than the fundamentals show. Still, the fiscal Q2 report needs to confirm the margin story first.
Contact [email protected] for any questions or corrections.
Tenet Healthcare (THC - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this hospital operator have returned +3.9%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Medical - Hospital industry, which Tenet falls in, has gained 1.6%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Tenet is expected to post earnings of $4.59 per share for the current quarter, representing a year-over-year change of +24.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.1%.
The consensus earnings estimate of $21.04 for the current fiscal year indicates a year-over-year change of +25.4%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $20.81 indicates a change of -1.1% from what Tenet is expected to report a year ago. Over the past month, the estimate has changed -0.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Tenet.
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Tenet, the consensus sales estimate for the current quarter of $5.47 billion indicates a year-over-year change of +3.3%. For the current and next fiscal years, $22.2 billion and $22.58 billion estimates indicate +4.2% and +1.7% changes, respectively.
Last Reported Results and Surprise HistoryTenet reported revenues of $5.63 billion in the last reported quarter, representing a year-over-year change of +6.8%. EPS of $6.12 for the same period compares with $4.02 a year ago.
Compared to the Zacks Consensus Estimate of $5.39 billion, the reported revenues represent a surprise of +4.4%. The EPS surprise was +50%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Tenet is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Tenet. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Společnost Rapid7 uvádí, že útočníci zneužívají vysoce závažné zranitelnosti v průměru do tří dnů; k 71 % zneužití zranitelností dochází během prvního týdne.
Attacker adoption of agentic AI is lagging the technology, but adversaries are already exploiting high-severity vulnerabilities in an average of just three days, leaving defenders a narrow window to reduce exposure | Source: Rapid7
BOSTON, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in AI-powered managed cybersecurity operations, today released its Quarterly Threat Landscape Report, revealing that human operators remain the primary drivers of modern cyber threats despite widespread warnings about autonomous AI attacks.
The report shows AI is used as an operational component in just 8% of tracked incidents. While automation increasingly handles tactical execution, human actors still select most targets and dictate attack intent. Drawing from vulnerability research, frontline incident response, and underground monitoring, the newly announced Rapid7 Intelligence connects these insights to deliver a comprehensive view of adversary operations.
"Board decks often confuse the real explosion in AI-driven vulnerability discovery with actual exploitation, which hasn’t materialized. Only 8% of tracked reporting cites AI as an operational component,” said Christiaan Beek, Vice President of Rapid7 Intelligence. “But that’s a snapshot of adoption, not a ceiling. Agentic capabilities are advancing faster than any organization, attackers included, can rework its processes around them. The question is when, not if, agentic exploitation scales. Defenders need to move past reactive patching and start grounding their risk appetite in concrete days of exposure.”
Key findings include:
Vulnerability exploitation continues to accelerate: Attackers exploit high-severity vulnerabilities within an average of just three days, with 71% occurring in the first week—underscoring the urgent need to address critical exposures faster than traditional patching cycles allow.U.S. organizations accounted for the largest volume of ransomware listings. Rapid7 recorded 1,112 U.S. ransomware leak-site listings, roughly eight times Germany's total, with The Gentlemen (342), Qilin (339), and INC Ransom (99) leading group activity."Holy Grail" vulnerabilities drive attacks. 79% of exploited flaws required no authentication and no user interaction, giving adversaries direct, remote access into enterprise environments.Compromised access drove underground market activity. Of 63 monitored posts, 41 advertised Remote Desktop Protocol (RDP) or network access. Across espionage and cybercrime campaigns, threat groups change, but core tactics persist, including command and scripting interpreters, credential theft, and remote-access exploitation. These patterns underscore the need for behavioral detection and response, not static lists of known groups.
What this means for security operations
The findings from the third quarter of 2026 point to clear priorities for security teams: identify exposed assets, assess what attackers can exploit, and prioritize fixes by business impact. While the report findings show cyber threats remain human-driven, attackers are still leveraging AI to accelerate campaigns, making it critical for defenders to rapidly patch remotely exploitable vulnerabilities rather than wait for scheduled updates.
To read a full copy of the report, visit here.
About the Rapid7 Quarterly Threat Landscape Report
The Rapid7 Threat Landscape Report is a quarterly analysis of global adversary behavior drawn from the company’s managed detection and response operations, vulnerability intelligence platforms, and threat research telemetry. The Q3 2026 edition examines vulnerability exploitation, state-aligned and cybercrime activity, ransomware trends, and underground markets.
About Rapid7
Rapid7, Inc. (NASDAQ: RPD) is a global leader in AI-powered managed cybersecurity operations, trusted to advance organizations’ cyber resilience. Open and extensible, the Rapid7 Command Platform integrates security data, enriching it with AI, threat intelligence, and 25 years of expertise and innovation to reduce risk and disrupt attackers. As a recognized leader in preemptive managed detection and response (MDR), Rapid7 unifies exposure and detection to transform the cybersecurity operations of more than 11,500 customers worldwide. For more information, visit our website, check out our blog, or follow us on LinkedIn or X.
Media Contact
Christine Nurnberger
SVP Global Marketing and Growth [email protected]
Rapid7 Investor Contact
Christopher Keenan
Vice President, Deputy General Counsel [email protected]
Pilgrim's Pride očekává ve čtvrtletí končícím v září 2026 zisk na akcii ve výši 0,48 USD, což představuje meziroční pokles o 68,4 %, při tržbách 4,6 miliardy USD, meziročně nižších o 3,4 %.
Pilgrim's Pride (PPC - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis poultry producer is expected to post quarterly earnings of $0.48 per share in its upcoming report, which represents a year-over-year change of -68.4%.
Revenues are expected to be $4.6 billion, down 3.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Pilgrim's Pride?For Pilgrim's Pride, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #5.
So, this combination makes it difficult to conclusively predict that Pilgrim's Pride will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Pilgrim's Pride would post earnings of $0.75 per share when it actually produced earnings of $0.64, delivering a surprise of -14.67%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Pilgrim's Pride doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Očekává se, že TE Connectivity za čtvrtletí vykáže zisk 3,08 USD na akcii, což představuje meziroční nárůst o 26,2 %, při tržbách ve výši 5,26 mld. USD.
Wall Street expects a year-over-year increase in earnings on higher revenues when TE Connectivity (TEL - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis electronics maker is expected to post quarterly earnings of $3.08 per share in its upcoming report, which represents a year-over-year change of +26.2%.
Revenues are expected to be $5.26 billion, up 10.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for TE Connectivity?For TE Connectivity, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.16%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that TE Connectivity will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that TE Connectivity would post earnings of $2.85 per share when it actually produced earnings of $2.94, delivering a surprise of +3.16%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
TE Connectivity appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Johnson Controls těží ze silné poptávky ze strany datových center a rostoucího objemu objednávek; do fiskálního roku 2027 plánuje snížit své roční náklady o 500 mil. USD.
SummaryJohnson Controls is rated Buy, driven by robust demand, strong order growth, and expanding backlog, especially from data centers.JCI’s margin outlook is attractive, supported by productivity gains, operating leverage, and a $500M annual cost reduction initiative targeting full implementation by FY27.Consensus expects double-digit EPS growth, with potential for upward estimate revisions as backlog conversion accelerates and capacity investments scale.JCI trades at a premium to historical P/E, justified by improved growth prospects, strong execution, and potential catalysts from upcoming earnings and guidance. jetcityimage/iStock Editorial via Getty Images
Investment Thesis I rate Johnson Controls International plc (JCI) a Buy. The company should benefit from healthy demand from data centers and other mission-critical end markets, strong orders, and an increasing backlog. Its broader product offering and
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Albany International očekává za čtvrtletí končící v září 2026 zisk 1,50 USD na akcii, což by představovalo meziroční nárůst o 111,3 %, a tržby ve výši 326,74 milionu USD, tedy o 25 % více než před rokem.
Wall Street expects a year-over-year increase in earnings on higher revenues when Albany International (AIN - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis textile and composite maker is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of +111.3%.
Revenues are expected to be $326.74 million, up 25% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 7.14% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Albany International?For Albany International, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Albany International will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Albany International would post earnings of $0.8 per share when it actually produced earnings of $0.82, delivering a surprise of +2.50%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Albany International doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAlbany International (AIN - Free Report) , another stock in the Zacks Textile - Products industry, is expected to report earnings per share of $1.5 for the quarter ended September 2026. This estimate points to a year-over-year change of +111.3%. Revenues for the quarter are expected to be $326.74 million, up 25% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Albany International has been revised 7.1% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that Albany International will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
NEW YORK, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Progyny, Inc. (Nasdaq: PGNY), a global leader in women’s health and family building solutions, will report its financial results for the quarterly period ended September 30, 2026, after the close of the market on Wednesday, November 4, 2026.
The company will host a conference call at 4:45 p.m. Eastern Time (1:45 p.m. Pacific Time) and issue a press release regarding its financial results prior to the start of the call.
Interested participants in the United States may access the conference call by dialing 1.866.825.7331 and using the passcode 265484. International participants may access the call by dialing 1.973.413.6106 and using the same passcode.
An audio replay of the call will be available through Wednesday, November 11, 2026, and may be accessed by dialing 1.800.332.6854 (U.S. participants) or 1.973.528.0005 (international participants) with the passcode 265484.
A live webcast and archive of the call will be available from the Events and Presentations section of the Company’s website at http://investors.progyny.com.
About Progyny
Progyny is a global leader in women’s health and family building solutions, trusted by leading employers, health plans, and benefit purchasers worldwide. Through its comprehensive and personalized approach, Progyny supports members across fertility and family building, pregnancy and postpartum, menopause and midlife, and parent and child well-being journeys. Progyny combines differentiated clinical care, integrated pharmacy support through Progyny Rx®, and personalized guidance from Progyny Care Advocates® to deliver improved member experiences and better health outcomes. For more information, visit www.progyny.com.
For Further Information, Please Contact:
Investors:
James Hart [email protected]
Společnost Sprouts Farmers má za čtvrtletí končící v září 2026 vykázat EPS ve výši 1,22 USD, meziročně beze změny, a tržby ve výši 2,33 mld. USD, což představuje meziroční nárůst o 5,9 %.
Sprouts Farmers (SFM - Free Report) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis natural and organic food retailer is expected to post quarterly earnings of $1.22 per share in its upcoming report, which represents no change from the year-ago quarter.
Revenues are expected to be $2.33 billion, up 5.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.43% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Sprouts Farmers?For Sprouts Farmers, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.30%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Sprouts Farmers will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Sprouts Farmers would post earnings of $1.35 per share when it actually produced earnings of $1.37, delivering a surprise of +1.48%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Sprouts Farmers doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Should You Invest in Sprouts Farmers Market, Inc. (SFM)?
Before you invest in Sprouts Farmers Market, Inc. (SFM), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Doximity čelí hromadné žalobě kvůli údajnému zatajení zpomalování tržeb a poklesu čistého zisku. Akcie DOCS 14. května 2026 klesly o 23 % na 18,01 USD.
Alert: Claims focus on alleged misrepresentations about Doximity's revenue growth and market share as the lawsuit contends that decelerating sales, contracting net income, and a shift in how pharmaceutical customers deployed advertising budgets were not disclosed to investors.
, /PRNewswire/ -- Levi & Korsinsky, LLP reminds purchasers of Doximity, Inc. (NYSE: DOCS) securities of a pending securities class action brought on behalf of investors who acquired shares between August 8, 2024 and May 13, 2026. Find out if you might qualify for recovery. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
DOCS shares declined $8.29 per share (13%) on November 7, 2025, $5.59 per share (17%) on February 6, 2026, and a further $5.38 per share (23%), from a $23.39 close on May 13, 2026 to $18.01 on May 14, 2026. Investors have until November 16, 2026 to seek lead plaintiff status.
Subscription Mechanics Behind the Alleged Growth Shortfall
According to the complaint, Doximity generates nearly all of its revenue by selling marketing subscriptions to pharmaceutical companies and hospitals under a proprietary "cost-per-target" structure, in which customers purchase modules that reach a set number of platform members each month. The filing states that while the Company reported record engagement quarter after quarter, the subscription revenue those engagements were supposed to drive was allegedly decelerating.
The Alleged Shift in Customer Budget Deployment
On February 5, 2026, Doximity lowered its fiscal 2026 revenue guidance and reported that sales growth had decelerated while net income contracted. On that call, the Company attributed the slowdown to customer buying patterns, telling analysts it had "heard from multiple customers, they deployed a lower percentage of their budget upfront," a change characterized as "an anomaly for this year" and "not something that we expect to continue." As set forth in the complaint, the pattern did not reverse: on May 13, 2026, the Company reported that it missed its already-reduced guidance and projected a significantly slower pace of growth for fiscal 2027.
Alleged Operational Impact by the Numbers
Fiscal 2026 revenue guidance was lowered on February 5, 2026, then missed outright on May 13, 2026. Sales growth decelerated while net income contracted heading into the fiscal fourth quarter. Net revenue retention stalled, which the lawsuit ties to an increasingly competitive market for physician-directed advertising. Fiscal 2027 growth was projected at a materially slower pace than investors had been guided to expect. Cost-per-target module subscriptions allegedly did not convert reported engagement records into the revenue growth management had described. The proposed Class covers common stock purchases from August 8, 2024 through May 13, 2026. "The complaint raises serious questions about whether investors received accurate information about how much of Doximity's revenue growth its advertising products were actually producing. When a company reports record engagement in the same period that subscription growth is allegedly slowing, shareholders are entitled to know which figure reflects the business." -- Joseph E. Levi, Esq.
Submit your information now or call (212) 363-7500.
WHY LEVI & KORSINSKY — Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors. Investors who suffered losses have until November 16, 2026 to seek appointment as lead plaintiff.
Frequently Asked Questions About the DOCS Lawsuit
Q: How much did DOCS stock drop?A: The complaint alleges a connection between three drops: shares fell approximately 13%, or $8.29 per share, on November 7, 2025; a further roughly 17% decline, $5.59 per share, on February 6, 2026; and a third drop of about 23%, or $5.38 per share, on May 14, 2026. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.
Q: What specific misstatements does the DOCS lawsuit allege?A: The complaint alleges Doximity made materially false or misleading statements regarding the impact of its Newsfeed product on revenue growth, its competitive position and market share, and its reliance on "light engagement" advertising methods such as banner ads and email newsletters during the Class Period. When the decelerating growth and reduced guidance were disclosed, the stock price declined sharply.
Q: When did Doximity allegedly mislead investors?A: The Class Period runs from August 8, 2024 to May 13, 2026. The complaint alleges that multiple corrective disclosures events revealed information that caused significant stock declines.
Q: What documents do I need to submit my information?A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What happens after I contact Levi & Korsinsky?A: An attorney will review your trading history at no cost and provide an initial assessment of your potential eligibility.
Q: What if I already sold my DOCS shares, can I still recover losses?A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony?A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate?A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Očekává se, že Murphy USA za čtvrtletí vykáže EPS ve výši 8,42 USD, což představuje meziroční nárůst o 16,1 %, a tržby ve výši 6,03 miliardy USD, meziročně vyšší o 17,9 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when Murphy USA (MUSA - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis gasoline station operator is expected to post quarterly earnings of $8.42 per share in its upcoming report, which represents a year-over-year change of +16.1%.
Revenues are expected to be $6.03 billion, up 17.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.49% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Murphy USA?For Murphy USA, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.62%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that Murphy USA will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Murphy USA would post earnings of $9.4 per share when it actually produced earnings of $11.27, delivering a surprise of +19.89%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Murphy USA doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Should You Invest in Murphy USA Inc. (MUSA)?
Before you invest in Murphy USA Inc. (MUSA), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
BERLIN — Nebius is seeing AI computing prices rise more than expected, a top executive told CNBC on Wednesday, offering a bullish view as neocloud firms' business model comes under increasing scrutiny.
Investors have grown wary after CoreWeave, one of the biggest neocloud players, saw the spread on its five-year credit default swaps hit levels generally viewed as signs of distress. The yields on CoreWeave's bonds also climbed.
The CoreWeave developments and questions around the amount of debt being used to fund the data center buildout have weighed heavily on other neoclouds like Iren and Nebius, whose stocks have dropped sharply over the last month.
Marc Boroditsky, chief revenue officer at Nebius, said his company wasn't in CoreWeave's position because "we're not carrying the kind of debt that they are."
He also said that if the AI infrastructure company brought its 2027 capacity online, it would sell out. There could be "the same type of dynamic" in 2028, supporting a positive longer-term demand outlook, he said, as companies race to secure access to computing power.
When asked whether he sees the price per megawatt continuing to rise ahead of expectations, Boroditsky replied: "Yeah."
Nebius is among a new wave of Neocloud companies that are investing billions to buy up Nvidia's graphics processing units, build data centers and rent that capacity.
Nebius ran an auction for computing capacity on Tuesday, which showed continued price rises, the revenue chief said. "We're seeing continued upward mobility in terms of the kind of price per megawatt," he told CNBC.
Price per megawatt, a key measure among new cloud companies, shows how much a company can charge customers for a certain amount of computing capacity.
Chase Lochmiller, CEO of Crusoe, an Nvidia-backed AI company that is building data centers, was also bullish on pricing, saying the company was seeing rising prices for GPUs, including older Nvidia chips.
watch now
"We're seeing higher pricing today for A100s than we saw in 2020 or 2021. We're seeing higher pricing for H100s than what we saw when they were first deployed in 2023," Lochmiller said.
"There's tremendous demand and a lot of it is because the underlying model capabilities have gotten so much more advanced that people are just creating so much more value out of the compute infrastructure."
The comments come amid an investor debate over how quickly Nvidia's GPUs lose their economic value as more powerful chips enter the market.
The ability to continue renting out older chips at attractive prices is crucial to AI infrastructure companies that need to recover their investments and generate profits, while spending billions on GPUs.
Lochmiller's comments suggest that, at least for Crusoe, older generations of Nvidia chips are commanding higher rental prices than when they were first deployed, potentially strengthening the economics of its AI cloud business.
SpaceX boostNebius stock rose on Wednesday after SpaceX reported revenue at its AI business jumped ninefold to $7.56 billion. SpaceX CFO Bret Johnsen said pricing is "currently tracking slightly above the high end of the $30 to $50 per watt range," underscoring the pricing power for those renting out compute capacity.
Cloud providers CoreWeave, Iren, and Applied Digital also rose in premarket trading on Wednesday following Johnsen's comments.
Nebius, Coreweave and Applied Digital shares over the past day.
"I'm thrilled by SpaceX's results. It's confirming what we already know, which is that it's a very dynamic market and that supply continues to fall far behind demand," Boroditsky said.
Navitas Semiconductor uvedl 2 300V SiC modul s odporem v sepnutém stavu RDS(on) 8 mΩ pro systémy skladování energie, solární střídače a megawattové nabíjení elektromobilů.
Latest 2300 V, 8 mΩ full-bridge SiCPAK™ G power module leverages proprietary GeneSiC™ Trench-Assisted Planar™ technology to deliver the industry's leading RDSON, enabling higher and power density for solid-state transformers, grid-scale battery energy storage systems, solar inverters, and megawatt charging infrastructure
TORRANCE, Calif., Oct. 21, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies, today announced an ultra-high-voltage (UHV) SiC power module family for advanced energy and grid infrastructure.
The new G4H08MT23GB4 2300 V full-bridge module family uses the industry-standard SiCPAK™ form factor and has a class-leading RDSON (8 mΩ).
It has been developed to enhance efficiency and power density in solid-state transformers, grid-scale battery energy storage systems, solar inverters, and EV megawatt charging infrastructure. These gains are enabled through its deployment of Navitas' fourth-generation GeneSiC™ Trench-Assisted Planar™ (TAP) architecture, with the launch extending Navitas' 2300 V and 3300 V ultra-high voltage SiC portfolio.
As grid-tied power architectures increasingly underpin next-generation AI data centers, Navitas' UHV SiC modules provide the medium-voltage building block for solid-state transformers that convert grid power directly into the high-voltage DC rails used inside AI data center racks. This places the new module family at the center of Navitas' AI infrastructure portfolio. spanning AI data center and energy and grid infrastructure alongside battery energy storage, solar, EV megawatt charging, hydrogen fuel cell electrolysis and DC-DC conversion, and industrial motor-drive and high-voltage power supply applications.
Advanced Construction for High-Reliability, High-Power Operation
The modules also integrate several construction enhancements that better meet the needs of demanding, high-power applications. For example, its aluminum nitride (AlN) active-metal-braze (AMB) substrate enables superior heat spreading and supports an isolation capability of over 5 kV. Its epoxy-resin potting technology reduces internal stress distribution, limits moisture and contaminant ingress, and delivers 10x improvements in thermal conductivity versus silicone gel.
Additionally, the module’s high-current, press-fit pins have twice the current-carrying capability per pin versus standard press-fit connections. An optional pre-applied thermal interface material (TIM), which simplifies and standardizes heatsink assembly, is also available.
Extended Reliability Testing Validates Long-Term System Lifetime
The new module family will be qualified to Navitas' AEC-Plus* reliability benchmark, which tests beyond AEC-Q101 and JEDEC standard requirements. The benchmark reflects Navitas' focus on system-level lifetime requirements for the demanding mission profiles found in energy and grid infrastructure applications.
The AEC-Plus qualification includes dynamic reverse bias (DRB) and dynamic gate switching (DGS) testing to represent stringent fast-switching application mission profiles; it also more than triples the duration of static high-temperature, high-voltage tests (HTRB, HTGB, HTGB-R). Additionally, it implements an extended power-cycling and temperature-cycling testing and delivers HV-H3TRB (HV-THB) qualification for power modules, discrete and known-good-die (KGD) devices.
“Our fourth-generation GeneSiC Trench-Assisted Planar architecture continues to push the limits of what's possible in ultra-high voltage SiC,” said Paul Wheeler, VP & GM of Navitas' SiC Business Unit. “This new 2300 V module delivers a leading RDS(ON) of any device using the SiCPAK form factor, giving system designers a proven, reliability-tested building block for the solid-state transformers and energy storage systems that are reshaping grid and AI data center infrastructure.”
Samples of the G4H08MT23GB4(HC) family are available immediately, with options for pre-applied TIM and high-current variants:
Part NumberConfigurationPre-Applied TIMPinsG4H08MT23GB4Full-BridgeNoStandardG4H08MT23GB4-TFull-BridgeYesStandardG4H08MT23GB4HCFull-BridgeNoHigh-CurrentG4H08MT23GB4HC-TFull-BridgeYesHigh-Current
A double-pulse test (DPT) system, EVB-UHVSIC-GB-E-DPT-1, is also available on request. This has been created to help engineers evaluate the device's switching performance. A white paper on Trench-Assisted Planar Technology is also available for download from the Navitas website.
To request samples, contact a Navitas representative or email [email protected].
________________________________
*AEC-Plus is Navitas' internal reliability qualification benchmark that extends beyond standard AEC-Q101 and JEDEC test requirements.
About Navitas
Navitas Semiconductor (Nasdaq: NVTS) is a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies for AI infrastructure, including data centers and energy and grid systems, as well as additional markets such as high-performance computing and industrial electrification. Collectively, these technologies address the complete grid-to-xPU power architecture, breaking the AI infrastructure power wall and enabling higher efficiency, greater power density, and increased performance across the entire power chain. Navitas’
GaNFast™ FETs deliver industry-leading power density, efficiency, and high-speed performance, while GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection to enable faster, more efficient power conversion, leading to smaller and more reliable systems. The
GeneSiC™ portfolio combines proprietary trench-assisted planar (TAP) SiC technology with leading-edge discrete packaging and SiCPAK™ power modules to deliver industry-leading efficiency, ruggedness and performance.
Claros™ IVR technologies extend power delivery directly to the xPU, enabling customers to implement vertical power delivery (VPD) and embedded power delivery (EPD) architectures with high-density power conversion beneath or within millimeters of the processor, minimizing power-delivery losses and impedance while enabling ultra-fast transient response, higher efficiency and maximum power density. Navitas has over 450 patents issued or pending and is a leader in 800 VDC and the advanced AI power infrastructure ecosystem.
Navitas®, GaNFast®, GeneSiC™, Claros™, SiCPAK®, GaNSafe®, DrGaN™, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited or affiliates. All other brands, product names and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.
Cautionary Statement Regarding Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas and, forward-looking statements are subject to a number of uncertainties. Our businesses are subject to certain risks that could materially and adversely affect our respective business, financial condition, results of operations, or the value of our securities. For Navitas, these and other risk factors are discussed in the Risk Factors section of our most recent annual report on Form 10-K, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/2ce3de4e-67cd-43d7-863e-96c8cc93aa3b
Navitas Unveils Next-Generation Ultra-High-Voltage SiC Power Module to Advance Energy and Grid Infra... Latest 2300 V, 8 mΩ full-bridge SiCPAK™ G power module leverages proprietary GeneSiC™ Trench-Assiste...
IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply several times over. The gap between those two…
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IREN (NASDAQ:IREN) is now priced at $26.62. Wall Street’s average price target is $77.81, which means 192.3% upside.
During fiscal 2026, IREN stopped being a Bitcoin (CRYPTO:BTC) miner and became an AI cloud provider. It signed a $9.7B Microsoft (NASDAQ:MSFT | MSFT Price Prediction) contract and a 5-year $3.4B NVIDIA (NASDAQ:NVDA) AI Cloud deal, and it expects $4B of contracted annualized recurring revenue (ARR) to be operating by year end. Right now, the market and the Street are pricing two very different versions of that build-out.
A 43% Monthly Collapse Pushed IREN to Its 52-Week Low
Shares fell 42.97% in one month. In the past week alone, shares fell 23.51%. The stock now sits just above its 52-week low of $26.55. A beta of 4.271 helps explain how quickly the move grew.
Other AI infrastructure names sold off too, but IREN fell further than its peers. Shrinking earnings expectations are a big reason. The average EPS estimate for the December quarter dropped from 0.085 to -1.34 in 30 days. The fiscal 2027 estimate went from -0.94 to -3.4211 in 60 days. Management guided fiscal 2027 capex to $25 to $30 billion and expects cash SG&A to rise $40 to $50 million sequentially.
The last quarter didn’t help either. Revenue came in at $137.2M, missing the $140.75M consensus. The net loss of $684M included a $450.4M impairment on retired mining hardware.
Bernstein, Northland and Cantor Still Have Targets Near $100
The most bullish analysts haven’t moved. Sanford C. Bernstein holds the Street-high target of $100.00, and Northland Securities and Cantor Fitzgerald are both at $99.00. Bernstein’s number works out to 275.7% upside, close to 3.76 times the current price.
Their case rests on scarce power and pricing. IREN controls a 5GW power portfolio. Recent three-year contracts price above $20M revenue per MW, and current talks are near $25M per MW. Capacity for 2026 is largely sold out, and the company holds $14B in cash, committed GPU financing and prepayments.
At its core, the bullish thesis is an AI infrastructure bet: power, cooling, and computing capacity sold to hyperscalers. We rounded up seven companies playing that same build-out, outside the chipmakers, in a free report here: 7 Stocks Powering the AI Boom (That Aren’t Chipmakers).
The next few months will test that case. Horizons 2 through 4 for Microsoft are due in the December quarter, and mining is set to wind down by the end of December 2026. On the fiscal fourth-quarter call, management summed up what matters: “The contracts are not the driver in this industry. It’s getting the compute online.”
Analysts expect revenue to rise from $2.81 billion in fiscal 2027 to $7.41 billion in fiscal 2028. Even so, the fiscal 2028 EPS range stretches from -15.12 to 0.66. Nobody agrees on when profits arrive. The average target still sits above the 52-week high of $76.87, which points to targets that haven’t caught up with the price.
Applied Digital and Core Scientific Fell Less Sharply Than IREN
Every name in the group sold off, and IREN was the hardest hit.
Applied Digital (NASDAQ:APLD) lost 31.26% in a month. Its $19.33 share price compares with a $64.27 target, or 232.5% upside. Its ratings are 2 Strong Buy, 11 Buy and 2 Hold. That’s more upside than IREN, and it comes after fiscal first-quarter revenue of $341.9 million exceeded estimates.
Core Scientific (NASDAQ:CORZ) fell 23.35%. With shares at $13.79 and a $32.62 target, it offers 136.5% upside, the lowest in the group. It carries 3 Strong Buy, 17 Buy and 2 Hold ratings.
Applied Digital has the most analyst-implied upside of the three. IREN lands in the middle even though its stock fell the most, so the Street is pricing in its execution risk more than the market’s reaction alone would suggest. Treat all of these targets as estimates.
IREN Is Down 29.52% This Year While the S&P 500 Gained 12.82%
At $26.62, IREN trades far below the $77.81 consensus, which means 192.3% upside across 20 analysts. Shares are down 29.52% this year and 55.05% over the past year. By comparison, the S&P 500 rose 12.82% this year and 1% over the past month.
Strong Buy: 2
Buy: 13
Hold: 5
Sell: 0
IREN Comes Down to Its December Quarter
The bullish case strengthens if Horizons 2 through 4 arrive on schedule and the $4B ARR target is operating by year end. That would confirm pricing near $25M per MW and make the road back toward $77.81 believable.
The bearish case gains weight if delays push revenue out while capex keeps rise. IREN still needs about $8 billion more in GPU financing and prepayments. Debt-to-equity already stands at 1.87, and the company leans heavily on Microsoft.
The selloff has priced in a lot of execution failure. Proof that the December-quarter deliveries arrived is the key test for a target near $100.00.
Contact [email protected] for any questions or corrections.
NANO Nuclear uzavřela s IMPSA tříletou smlouvu o technickém posouzení a zajištění výrobní připravenosti klíčových komponent mikroreaktoru KRONOS MMR™, včetně tlakové nádoby reaktoru.
Initial engineering program is leveraging IMPSA’s decades of nuclear experience to advance engineering and manufacturability of the KRONOS MMR™ design
New York, N.Y. and Mendoza, Argentina, Oct. 21, 2026 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO" or “the Company"), a leading advanced nuclear micro modular reactor and technology company developing microreactors, nuclear fuel cycle capabilities and nuclear transportation solutions, today announced that it has entered into a Engineering Services Master Agreement (ESMA) with the U.S. subsidiary of IMPSA, one of Argentina's leading engineering and heavy-manufacturing companies, to support the engineering, design-for-manufacture and potential future fabrication of critical components for NANO Nuclear’s KRONOS MMR™ Energy System.
The three-year agreement establishes a framework for NANO Nuclear to utilize IMPSA's extensive experience in nuclear pressure vessels, ASME Section III manufacturing, welding, non-destructive examination, quality assurance and heavy-component fabrication as the KRONOS MMR™ design progresses toward manufacturing readiness.
The reactor pressure vessel is specifically identified as a principal reactor-component under evaluation by IMPSA. The parties have separately identified reactor cavity cooling systems, spent-fuel storage systems and additional reactor and transportation components as additional areas of potential collaboration.
Initial KRONOS MMR™ Engineering and Manufacturability Program
Under the ESMA, NANO and IMPSA are beginning with a dedicated KRONOS MMR™ Design Review and Assessment – Engineering Consulting and Manufacturability Feasibility Study. The initial program provides for an estimated six-month period, supported by a retainer. IMPSA's work is expected to include an independent review of KRONOS MMR™ components against applicable ASME Boiler and Pressure Vessel Code Section III requirements and the application of IMPSA's prior experience engineering and fabricating nuclear pressure vessels and other nuclear components.
The program aims to incorporate manufacturing expertise into the KRONOS MMR™ design process at an early stage, allowing the companies to identify potential fabrication constraints, inspection limitations, accessibility issues, supply-chain risks and potential design improvements ahead of future manufacturing. As required by NANO, the work may also extend to detailed engineering and fabrication drawings, code-compliant calculations, 3D models and other engineering deliverables.
Figure 1: NANO Nuclear Energy’s engineering team visits IMPSA’s manufacturing facility for a project kickoff meeting
"IMPSA has developed sophisticated nuclear engineering and manufacturing capabilities over many decades, and we see an opportunity to connect that expertise with the next generation of advanced nuclear projects," said Jay Yu, Founder and Chairman of NANO Nuclear Energy. "Our objective is to build NANO Nuclear with the capabilities needed to commercialize nuclear technology: reactor engineering, manufacturing, fuel, transportation and project execution. Our relationship with IMPSA can strengthen several of those areas at the same time while establishing an important industrial relationship between the United States and Argentina."
"Advanced reactors have to move from drawings and calculations to modular components that can be manufactured repeatedly, inspected, qualified and assembled," said James Walker, Chief Executive Officer of NANO Energy. "IMPSA brings more than four decades of nuclear engineering and manufacturing experience and particularly valuable expertise in nuclear pressure vessels and ASME Section III fabrication. Having that manufacturing knowledge applied to KRONOS at this stage is expected to identify constraints earlier, strengthen the design-for-manufacture process and build a much more direct pathway toward future component production."
The non-exclusive ESMA describes IMPSA as one of the few companies in Latin America certified with ASME N and ASME III N stamps, providing capabilities for the engineering and construction of Class 1 heavy nuclear components.
"This alliance represents a strategic opportunity for IMPSA and for the Argentine nuclear industry," said Jorge Salcedo Hernández, President of IMPSA. "With decades of experience manufacturing pressure vessels under ASME N-Stamp certification, IMPSA has established itself as one of the few suppliers capable of assessing the manufacturability of nuclear components at an early stage. Our goal is to enable NANO Nuclear to accelerate the KRONOS MMR™ manufacturing process, advancing toward safer and more efficient nuclear systems."
Future component fabrication, regional projects or other commercial activities beyond the initial engineering services will remain subject to the results of the engineering work, applicable regulatory requirements and, where required, additional work orders or definitive agreements between the relevant parties.
About IMPSA
IMPSA is a company with more than 115 years of experience across multiple industries, specializing in the design and manufacturing of major components for nuclear power plants and in providing engineering equipment and services that ensure high levels of safety and performance.
For more than 40 years, the company has played an active role in the Argentine nuclear industry’s most significant projects and challenges, combining expertise in manufacturing, engineering and technological innovation. It currently participates in the construction, refurbishment and modernization of nuclear facilities, as well as in the development and manufacturing of small modular reactors (SMRs).
About NANO Nuclear Energy, Inc.
NANO Nuclear Energy Inc. (NASDAQ: NNE) is a North American advanced technology-driven nuclear energy company seeking to become a commercially focused, diversified, and vertically integrated company across five business lines: (i) cutting edge portable and other microreactor technologies, (ii) nuclear fuel supply chain, (iii) nuclear fuel transportation, (iv) nuclear applications for space and (v) nuclear industry consulting services.
Led by a world-class nuclear engineering team, NANO Nuclear’s reactor products in development include the proprietary KRONOS MMR™ Energy System, a stationary high-temperature gas-cooled reactor that is in construction permit pre-application engagement U.S. Nuclear Regulatory Commission (NRC) in collaboration with University of Illinois Urbana-Champaign, “ZEUS”, a portable solid core battery reactor, and the space focused, portable LOKI MMR™, each representing advanced developments in clean energy solutions that are portable, on-demand capable, advanced nuclear microreactors.
Advanced Fuel Transportation Inc. (AFT), a NANO Nuclear subsidiary, bolstered by the May 2026 acquisition of Secured Transportation Services (STS), is led by former executives from the largest transportation company in the world and provides nuclear engineering and materials transport services in the U.S. and globally. Through NANO Nuclear, AFT is the exclusive licensee of a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the Department of Energy.
HALEU Energy Fuel Inc. (HEF), a NANO Nuclear subsidiary, is focusing on the future development of a domestic source for a High-Assay, Low-Enriched Uranium (HALEU) fuel fabrication pipeline for NANO Nuclear’s own microreactors as well as the broader advanced nuclear reactor industry.
NANO Nuclear Space Inc. (NNS), a NANO Nuclear subsidiary, is exploring the potential commercial applications of NANO Nuclear’s developing micronuclear reactor technology in space. NNS is focusing on applications such as the LOKI MMR™ system and other power systems for extraterrestrial projects and human sustaining environments, and potentially propulsion technology for long haul space missions. NNS’ initial focus will be on cis-lunar applications, referring to uses in the space region extending from Earth to the area surrounding the Moon's surface.
For more corporate information please visit: https://NanoNuclearEnergy.com/
For further NANO Nuclear information, please contact:
This news release and statements of NANO Nuclear’s management and collaborators in connection with this news release contain or may contain “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as “expects”, “anticipates”, “intends”, “explore,” “plans”, “aim,” “goal,” “believes”, “potential”, “will”, “should”, “could”, “would” or “may” or derivations of these words and other words of similar meaning about the future. In this press release, forward-looking statements include those relating to the anticipated benefits to NANO Nuclear of the new Engineering Services Master Agreement with IMPSA described herein (which benefits may not be achieved) as well as NANO Nuclear’s operational plans and goals generally. These and other forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors, which may be beyond our control. For NANO Nuclear, particular risks and uncertainties that could cause our actual future results to differ materially from those expressed in our forward-looking statements include but are not limited to the following: (i) risks related to our U.S. Department of Energy (“DOE”), U.S. Nuclear Regulatory Commission (“NRC”), Canadian Nuclear Safety Commission (“CNSC”) or related state or other U.S. or non-U.S nuclear licensing submissions, (ii) risks related the development of new or advanced technology and the acquisition of complementary technology or businesses, including difficulties with design and testing, cost overruns, regulatory delays, integration issues and the development of competitive technology, (iii) our ability to obtain and maintain key vendor, technology and customer contracts and the significant funding necessary to execute on our business plan, (iv) risks related to uncertainty regarding our ability to technologically develop and commercially deploy a competitive advanced nuclear reactor or other technology in the timelines we anticipate, if ever, (v) risks related to the impact of U.S. and non-U.S. government regulation, policies and licensing requirements, including by the DOE, and the NRC, including those associated with the recently enacted ADVANCE Act and the May 23, 2025 Executive Orders seeking to streamline nuclear regulation, and (vi) similar risks and uncertainties associated with the operating a developing business a highly regulated, competitive and rapidly evolving industry, including that our plans may change and we may use our cash on hand faster or in different ways than anticipated as our business requires. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement, and NANO Nuclear therefore encourages investors to review other factors that may affect future results in its filings with the SEC, which are available for review at www.sec.gov and at https://ir.nanonuclearenergy.com/financial-information/sec-filings. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.
NANO Nuclear Energy Inc.
NANO Nuclear Energy Inc. NANO Nuclear Energy’s engineering team visits IMPSA’s manufacturing facility for a project kickoff m...
PTC představila cloudové řešení PTC Jetstream s využitím AI, které usnadňuje spolupráci týmů, dodavatelů a partnerů při vývoji produktů a je propojeno s platformou Windchill.
Brings internal teams, suppliers, and partners into secure Rooms to review 2D and 3D product content in the browser Keeps comments, markups, versions, and decisions in context to accelerate reviews and reduce rework Leverages AI to turn complex discussions into clear and actionable next steps and Windchill connectivity to carry decisions into downstream execution , /PRNewswire/ -- PTC (NASDAQ: PTC) today announced the launch of its PTC Jetstream™ cloud and AI-native product collaboration solution to connect people, product information, and decisions – enabling product companies to move faster, catch issues earlier, and bring great products to market.
Image courtesy of PTC. As products become more complex, organizations need to bring expertise from across the business into the development process without slowing innovation, but reviews and discussions that shape a product are often scattered across disconnected tools and processes. This fragmentation makes it harder to reconcile input, maintain a clear record of what was agreed, and carry that work into execution. PTC Jetstream addresses this long-standing challenge by providing a shared environment for real-time and asynchronous collaboration across teams and stakeholders. By connecting conversations, feedback, and decisions directly to product context, such as the data created and managed in PTC's Windchill® PLM solution, PTC Jetstream enables productive collaboration without compromising governance or traceability.
"At GE Appliances, we design and build the appliances that households rely on every day. Bringing those products to market requires close coordination across engineering, manufacturing, and supplier teams around the world," said Dave Leone, Senior Director, Digital Engineering, GE Appliances. "We were impressed by how quickly stakeholders could participate in reviews and get the information they needed with PTC Jetstream, helping our teams focus more on solving engineering challenges and less on managing process."
PTC Jetstream capabilities include:
Secure Collaboration Rooms: Create access-controlled workspaces for selected employees, suppliers, and partners to participate in product reviews. Browser-Based Product Review: View supported 2D and 3D product data without requiring every participant to work directly in CAD or PLM. Contextual Feedback: Tie comments and markups to the relevant content being reviewed, including the data version, who reviewed it, when, and the context (e.g., a specific view of the design), making feedback easier to understand and act on. AI Room Summaries: Surface key discussions, outcomes, next steps, and owners, giving teams a quick view of where a review stands. Windchill Connectivity: Start a collaboration from Windchill, share product data to the Collaboration Rooms and return a record of the issues raised and decisions reached against the product data back to Windchill, so teams working in Windchill know what was agreed and why. "Product development is a team effort, but the tools used to support it have not kept pace with how widely distributed that team has become," said Jon Stevenson, Chief Product Officer, PTC. "PTC Jetstream gives every contributor a more direct way to shape the product and can carry the context of those decisions back into Windchill, turning collaboration into a connected part of product development so companies can move from collective expertise to great products faster."
With PTC Jetstream, Windchill, and the rest of its portfolio, PTC is delivering on its vision for the Intelligent Product Lifecycle: enabling manufacturers to build a modern product data foundation, extend that data across the enterprise, and unlock AI‑powered transformation. Broader use of product data enables companies to bring higher‑quality products to market faster, manage complexity at scale, and support new digital business models.
To learn more about PTC Jetstream, visit ptc.com/products/ptc-jetstream
About PTC
PTC (NASDAQ: PTC) is a global software company that enables industrial and manufacturing companies to digitally transform how they design, manufacture, and service the physical products that the world relies on. Headquartered in Boston, Massachusetts, PTC employs over 7,000 people and supports more than 30,000 customers globally. For more information, please visit www.ptc.com.
Media contact
Julia Reed
[email protected]
Investor contact
Michael Maguire
[email protected]
PTC, PTC Jetstream, Windchill, and the PTC logo are trademarks or registered trademarks of PTC Inc. in the United States and other countries.
Celestica (CLS - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this electronics manufacturing services company have returned -15.8%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Electronics - Manufacturing Services industry, which Celestica falls in, has lost 9.1%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Celestica is expected to post earnings of $3.01 per share for the current quarter, representing a year-over-year change of +90.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $11.32 for the current fiscal year indicates a year-over-year change of +87.1%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $19.01 indicates a change of +67.9% from what Celestica is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Celestica.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Celestica, the consensus sales estimate for the current quarter of $5.4 billion indicates a year-over-year change of +69.1%. For the current and next fiscal years, $20.35 billion and $31.99 billion estimates indicate +64.3% and +57.2% changes, respectively.
Last Reported Results and Surprise HistoryCelestica reported revenues of $4.7 billion in the last reported quarter, representing a year-over-year change of +62.4%. EPS of $2.54 for the same period compares with $1.39 a year ago.
Compared to the Zacks Consensus Estimate of $4.35 billion, the reported revenues represent a surprise of +8.08%. The EPS surprise was +10.92%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Celestica is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Celestica. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
SpaceX ve 3. čtvrtletí zvýšila tržby na 14,58 mld. USD, oproti očekávaným 12,72 mld. USD, a zisk na akcii (EPS) dosáhl 0,45 USD oproti odhadu 0,13 USD.
As investors drove SpaceX (NASDAQ: SPCX) stock more than 8% higher in overnight trading, Wall Street analysts were also revising their equity price targets in the wake of the firm’s latest earnings report.
SpaceX stock price one-week chart. Source: Google Within the almost universally bullish expert chorus, JPMorgan’s (NYSE: JPM) Doug Anmuth came out as the day’s biggest optimist.
Specifically, the analyst reiterated his previous ‘Buy’ rating but more than doubled his SPCX stock price target for the next 12 months from $240 to $500.
Indeed, Anmuth is no longer forecasting a 49.59% rally from $160.44 at press time and is instead estimating SpaceX shares will soar 211.64%.
Additionally, JPMorgan doubled its 2027 revenue prediction to $254 billion and compute capacity target to 10 GW, while also reflecting positively on the potential merger between SpaceX and Tesla (NASDAQ: TSLA).
Wall Street revises SPCX stock price target after blockbuster SpaceX earnings Meanwhile, thirteen Wall Street analysts revisited SPCX on the morning of October 21, and as many as eleven gave the equity a positive rating.
Among the bulls, the second-biggest optimist was Anthony Valentini from Barclays, who replaced his previous $254 forecast with a new $300 target.
Simultaneously, Susquehanna analyst Charles Minervino proved rather conservative despite the ‘Buy’ rating, since he replaced his $173 estimate with a $176 prediction.
KeyBanc’s Michael Leshock and Piper Sandler’s Alexander Potter were the two outliers, as they both issued a ‘Hold’ recommendation for SpaceX stock, and the latter even predicted a 12.74% decline to $140 in the next 12 months.
SpaceX reveals double beat in Q3; Strong Starlink and AI growth Lastly, the deluge of Wall Street rating revisions and the 8% overnight stock price upsurge were driven by SpaceX’s blockbuster third-quarter (Q3) earnings report, published after the evening bell on Tuesday, October 20.
According to the filing, the company saw its revenue rise significantly from $7.81 billion in Q2 and, coming in at $14.58 billion, beat the analyst forecast of $12.72 billion. The situation was much the same in terms of earnings per share (EPS), which amounted to $0.45.
Analysts were anticipating an EPS of $0.13, and SpaceX disclosed a $0.09 loss per share in Q2.
Starlink’s user growth to 13.6 million and the artificial intelligence (AI) sales rise to $7.56 billion were the standout figures, though, notably, roughly $6 billion of the AI-related figure is likely the result of data center rent agreements with Google (NASDAQ: GOOGL) and Anthropic, reported earlier this year.
Featured image via Shutterstock
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OpenAI will make its frontier artificial intelligence models and Codex coding agent available through Google Cloud in the coming weeks, the companies said on Wednesday, deepening ties between two rivals and underscoring how major cloud providers are becoming key distributors of top AI models.
The partnership will bring OpenAI's latest models such as GPT-6 Astra to Google Cloud's Model Garden. It will allow customers to buy them through Google Cloud Marketplace and use existing cloud spending commitments for the purchases, according to a company blog post, as OpenAI tries to sell its models to more enterprise customers.
It will also allow customers in regulated industries to access OpenAI models through Google Cloud's access controls, data governance tools and infrastructure to build so-called agentic AI workflows.
Alphabet's (GOOGL.O)
Google has become the latest major hyperscaler to offer OpenAI models to its customers, after OpenAI’s exclusive distribution arrangement with Microsoft (MSFT.O)
expired in April.
OpenAI has since expanded distribution to Amazon Web Services (AMZN.O) and now to Google Cloud, each a major hyperscaler vying for AI market share.
The deal adds another layer to an increasingly complex relationship between OpenAI and Google, which compete in core AI products and search even as the economics of building and deploying large models push them toward cooperation.
Google has moved to position its cloud unit as a neutral platform offering customers a broader choice of models, after it struck a cloud deal with OpenAI to offer it more computing capacity last year.
For Google Cloud, adding OpenAI's models strengthens a strategy of offering customers a wider range of third-party models rather than relying only on its own.
Thomas Kurian, chief executive of Google Cloud, has told Reuters in a previous interview that the Google cloud platform is an open platform and it welcomes any model popular with developers in it.
The arrangement also fits a broader industry shift in which hyperscalers are becoming the main commercial channels for frontier AI labs. Cloud providers usually take a cut from sales through its platform.
Anthropic, an OpenAI rival backed by Amazon and Google, has seen 47% of its 2025 revenue coming from cloud providers Amazon and Google's cloud platforms, according to its IPO filing reviewed by Reuters.
OpenAI will make its artificial intelligence models available for developers through Google's cloud, following years of competition between the two companies.
For OpenAI, the effort reflects a growing push to expand distribution of its technology to enterprise developers. That's critical as the ChatGPT creator looks to build its business beyond its consumer roots, and the move puts OpenAI's models on all three of the top cloud infrastructure providers.
Less than six months ago, OpenAI said Microsoft would no longer have the exclusive license on its intellectual property. The day after that ended, cloud leader Amazon unveiled plans to host OpenAI models.
Now Google is getting its shot, bringing OpenAI's GPT products to its cloud's model garden and Antigravity coding tool in the coming weeks.
"Google Cloud's longstanding investment in machine learning and AI has made it a destination for AI workloads and the developers and data scientists building them," OpenAI said in a blog post.
Google has been on a run in cloud computing this year. Annualized revenue growth in the segment accelerated to about 82% in the second quarter from 63% in the first quarter, thanks partly to strong demand for AI models and custom chips. Amazon and Microsoft posted second-quarter cloud growth of 37% and 42%, respectively. All three report quarterly results next week.
Most business spending on AI is on OpenAI and Anthropic, according to data from corporate card issuer Ramp, though some corporate IT departments have integrated Google's Gemini models into their systems. In September, Google announced its next-generation Gemini 4 Argon model.
OpenAI was founded in 2015 partly as a counterweight to the concentration of AI research at companies like Google. Two years later, Google employees submitted the influential Transformer academic paper that propelled AI, but it was OpenAI that helped bring the technology forward with ChatGPT. Now OpenAI is courting investors at a $1.4 trillion valuation and targeting an initial public offering.
Google and OpenAI previously partnered last year, when the AI lab said it was using Google's cloud to run ChatGPT and its application programming interface.
Zakladatel a generální ředitel společnosti Citadel Ken Griffin uvedl, že na trhu s AI „téměř jistě“ vzniká bublina, protože schopnost firem získávat z modelů AI hodnotu je velmi nerovnoměrná.
Ken Griffin spent most of 2026 dismissing AI hype, then watched agentic tools collapse weeks of Citadel research into hours. Now he thinks a bubble is forming, and his reasoning explains why the market barely flinched at the word.
Ken Griffin changed his mind about artificial intelligence more than once in 2026. On October 20, 2026, at Citadel’s annual Future of Global Markets Conference in New York, the Citadel founder and CEO said investors are “almost certainly” in an AI bubble.
The market barely responded. After the close, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) ended at $216.47, off 0.29%, before climbing 2.12% to $221.06 by 7:59 p.m. ET in after-hours trading. The Invesco QQQ Trust (NASDAQ:QQQ) slid 0.10% to $717.63. That calm looks reasonable once you read past the word bubble.
Griffin Ties Bubbles to Lasting Economic Change Griffin tied bubbles to real economic change: “Any radical transformation of our economy is generally intertwined with a bubble.”
He said the companies that make it through “are the market leaders for decades to come.” Remembering the dot-com era, he added, “I just wish I’d kept my Amazon stock in that moment.”
Money tends to arrive before the profits do, and while most new entrants fail, a few survivors keep growing for a generation.
Mixed AI Payoffs Would Reach Chipmakers First His more pointed warning was about returns. “Corporate America has been very uneven in its ability to extract value from its AI models,” he said. He described finance teams reviewing bills from Anthropic and OpenAI and concluding, “Okay, we need to think about how to make sure we’re getting productivity out of this.”
That problem flows straight to Nvidia. If buyers cannot show a payoff, cloud budgets slow and chip orders shrink. Nvidia’s supply commitments climbed to $279 billion, mostly memory for its Vera Rubin systems, so any pause in spending would cost it more.
Over 2026, Griffin went from dismissive at Davos in January to “unsettled” by AI’s abilities at Stanford’s business school in May. Griffin said agentic tools (software that works through multistep tasks by itself) cut certain Citadel research from 6-8 weeks to 2-3 hours. “You’re seeing the threat to white-collar jobs playing out,” he said, adding that he also expects “a golden era for entrepreneurs.”
How Much Froth Has Already Left Nvidia and QQQ Nvidia has a $5.23 trillion market value and is up 18.81% over the past year. Shares closed about 11% below their 52-week high of $243.37, and the 52-week low sits at $164.27.
QQQ is up 16.82% year-to-date, with a one-year total return of 19.39%. It sits about 6% under its $762.86 high and well above its $555.60 low. Nvidia made up about 7.6% of the fund’s net assets as of June 30, 2026.
Those pullbacks have taken some excess out, but Nvidia still trades at 44 times trailing earnings. In a separate view, Citadel Securities strategist Scott Rubner called the November 3, 2026 midterms a “clearing event for risk” and expects AI stocks to lead the market again after the vote.
What the Bull and Bear Cases Mean for AI Stocks The bull case comes from Griffin himself: bubbles produce the decade’s leaders. Nvidia’s latest quarter backs that up, with revenue of $96.22 billion, up 105.8%, and a net margin of 55.60%.
The bear case centers on spending. If companies keep struggling to turn AI bills into productivity, orders could slow even while the technology keeps improving.
Over a long horizon, the bull case looks stronger. Doubts about spending usually show up first as slower growth, and Nvidia’s margins give it room to absorb that. QQQ offers broader exposure than a single stock, because it holds the leaders Griffin describes without tying results to one company. The expansion also runs well beyond the chipmakers (we featured seven of the power, cooling, and networking suppliers behind the data centers in a free report), which is part of why diversified exposure holds up even if any one name stalls.
The test to check is Nvidia’s earnings report on November 17. Results at or above its third-quarter guidance of $108.0 billion would support the bull case. A miss blamed on customer spending would mean the payoff problem Griffin described has reached the supplier.
Contact [email protected] for any questions or corrections.
Louisbourg Investments Inc. boosted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 30.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,089 shares of the Internet television network’s stock after buying an additional 15,726 shares during the period. Louisbourg Investments Inc.’s holdings in Netflix were worth $4,738,000 as of its most recent SEC filing.
Other hedge funds also recently added to or reduced their stakes in the company. Revisor Wealth Management LLC increased its stake in shares of Netflix by 86.9% in the third quarter. Revisor Wealth Management LLC now owns 10,509 shares of the Internet television network’s stock valued at $737,000 after purchasing an additional 4,886 shares during the period. Redwood Family Wealth LLC raised its holdings in shares of Netflix by 2.7% during the third quarter. Redwood Family Wealth LLC now owns 6,247 shares of the Internet television network’s stock valued at $435,000 after buying an additional 166 shares during the last quarter. West Branch Capital LLC boosted its position in shares of Netflix by 5.0% during the third quarter. West Branch Capital LLC now owns 35,100 shares of the Internet television network’s stock worth $2,442,000 after buying an additional 1,679 shares during the period. Bank Pictet & Cie Europe AG boosted its position in shares of Netflix by 52.0% during the third quarter. Bank Pictet & Cie Europe AG now owns 188,806 shares of the Internet television network’s stock worth $13,137,000 after buying an additional 64,617 shares during the period. Finally, 55 North Private Wealth LLC boosted its position in shares of Netflix by 16.3% during the third quarter. 55 North Private Wealth LLC now owns 11,225 shares of the Internet television network’s stock worth $781,000 after buying an additional 1,574 shares during the period. 80.93% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Netflix In related news, Director Richard Barton sold 720 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $75.27, for a total value of $54,194.40. Following the completion of the transaction, the director owned 2,460 shares in the company, valued at $185,164.20. This trade represents a 22.64% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Theodore Sarandos sold 27,312 shares of the stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $73.35, for a total value of $2,003,335.20. Following the completion of the transaction, the chief executive officer owned 178,954 shares of the company’s stock, valued at $13,126,275.90. This trade represents a 13.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 179,045 shares of company stock valued at $13,132,194 over the last 90 days. 1.24% of the stock is owned by insiders.
Key Headlines Impacting Netflix Here are the key news stories impacting Netflix this week: Positive Sentiment: Netflix exceeded third-quarter profit expectations, reporting diluted EPS of $0.87 versus the $0.82 consensus estimate. Revenue reached $12.87 billion, operating income rose 37% year over year to $4.46 billion, and operating margin expanded to 34.6%. Netflix Q3 earnings beat Positive Sentiment: Management cited pricing power, controlled churn and strong profitability, while Netflix repurchased approximately $4.8 billion of stock during the quarter. These factors support earnings per share and shareholder returns. Netflix Q3 financial results Positive Sentiment: Some analysts view the sharp decline in the stock and its valuation as creating an attractive entry point if management can restore viewership growth and improve content execution. Netflix is cheap again Neutral Sentiment: Netflix is cutting roughly 1,000 jobs and reorganizing its creative leadership, including changes involving film and content executives. Co-CEO Greg Peters described the layoffs as a difficult tradeoff intended to redirect investment toward longer-term growth, but the restructuring may create near-term execution risk. Netflix layoffs and long-term growth Negative Sentiment: The main pressure on NFLX is its fourth-quarter outlook: revenue is projected at approximately $13.4 billion, below Wall Street expectations, with operating margin expected to fall to 26% as restructuring costs weigh on results. Netflix weak fourth-quarter forecast Negative Sentiment: Netflix reduced its 2026 advertising-revenue forecast to approximately $2.7 billion from $3 billion because advertising-product rollouts are progressing more slowly than expected. The shortfall undermines a key growth narrative. Netflix cuts advertising forecast Negative Sentiment: Revenue growth is expected to slow for a fourth consecutive quarter, while stagnant viewership—particularly in the United States and Canada—and intensifying competition are raising concerns about Netflix’s ability to keep audiences engaged. Netflix viewership and competition concerns Negative Sentiment: The company also lowered its 2026 free-cash-flow outlook to about $12 billion from $12.5 billion, adding to investor concerns that forward momentum is weakening despite the quarterly earnings beat. Analyst Upgrades and Downgrades Several analysts recently commented on the company. Itau BBA Securities lowered their target price on Netflix from $151.40 to $96.00 and set an “outperform” rating on the stock in a research report on Wednesday, August 5th. Rosenblatt Securities reiterated a “neutral” rating and set a $75.00 price target on shares of Netflix in a research report on Friday, October 16th. Oppenheimer set a $85.00 price target on Netflix and gave the stock an “outperform” rating in a research report on Friday, July 17th. China Intl Cap raised Netflix to a “strong-buy” rating in a research note on Tuesday, July 21st. Finally, UBS Group decreased their price target on Netflix from $130.00 to $115.00 and set a “buy” rating for the company in a research note on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and an average price target of $93.38.
View Our Latest Report on NFLX
Netflix Price Performance Shares of NASDAQ:NFLX opened at $68.69 on Wednesday. The company has a market capitalization of $286.02 billion, a PE ratio of 21.62, a price-to-earnings-growth ratio of 0.99 and a beta of 1.62. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.14 and a current ratio of 1.14. The stock has a fifty day moving average of $74.92 and a 200-day moving average of $80.20. Netflix, Inc. has a one year low of $65.08 and a one year high of $124.86.
Netflix (NASDAQ:NFLX – Get Free Report) last issued its earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. The business had revenue of $12.87 billion for the quarter, compared to analysts’ expectations of $12.87 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%. The company’s quarterly revenue was up 11.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.59 EPS. As a group, equities analysts anticipate that Netflix, Inc. will post 3.59 EPS for the current fiscal year.
Netflix Profile (Free Report)
Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.
The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.
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Diversify Advisory Services LLC grew its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 14.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 203,913 shares of the Internet television network’s stock after purchasing an additional 26,365 shares during the period. Diversify Advisory Services LLC’s holdings in Netflix were worth $14,806,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Merkkuri Wealth Advisors LLC bought a new position in Netflix in the 1st quarter valued at approximately $31,000. Bayban grew its stake in shares of Netflix by 400.0% during the first quarter. Bayban now owns 350 shares of the Internet television network’s stock worth $34,000 after buying an additional 280 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd bought a new stake in shares of Netflix during the second quarter worth $26,000. Compound Global Advisors LLC bought a new stake in shares of Netflix during the second quarter worth $29,000. Finally, Burnham & Co LLC acquired a new position in shares of Netflix during the second quarter worth $29,000. 80.93% of the stock is owned by institutional investors.
Insiders Place Their Bets In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $73.54, for a total transaction of $2,008,524.48. Following the completion of the transaction, the chief executive officer owned 120,931 shares in the company, valued at approximately $8,893,265.74. This trade represents a 18.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Theodore A. Sarandos sold 27,312 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $73.35, for a total transaction of $2,003,335.20. Following the completion of the transaction, the chief executive officer owned 178,954 shares in the company, valued at $13,126,275.90. This trade represents a 13.24% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 179,045 shares of company stock valued at $13,132,194 over the last three months. Insiders own 1.24% of the company’s stock.
Netflix Stock Down 1.7% Shares of NFLX opened at $68.69 on Wednesday. The stock’s 50-day moving average price is $74.92 and its two-hundred day moving average price is $80.20. Netflix, Inc. has a 12 month low of $65.08 and a 12 month high of $124.86. The company has a market capitalization of $286.02 billion, a PE ratio of 21.62, a PEG ratio of 0.99 and a beta of 1.62. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.39. Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.82 by $0.05. The company had revenue of $12.87 billion during the quarter, compared to analysts’ expectations of $12.87 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%. The business’s quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.59 earnings per share. On average, analysts anticipate that Netflix, Inc. will post 3.59 EPS for the current year.
Netflix News Summary Here are the key news stories impacting Netflix this week:
Positive Sentiment: Netflix exceeded third-quarter profit expectations, reporting diluted EPS of $0.87 versus the $0.82 consensus estimate. Revenue reached $12.87 billion, operating income rose 37% year over year to $4.46 billion, and operating margin expanded to 34.6%. Netflix Q3 earnings beat Positive Sentiment: Management cited pricing power, controlled churn and strong profitability, while Netflix repurchased approximately $4.8 billion of stock during the quarter. These factors support earnings per share and shareholder returns. Netflix Q3 financial results Positive Sentiment: Some analysts view the sharp decline in the stock and its valuation as creating an attractive entry point if management can restore viewership growth and improve content execution. Netflix is cheap again Neutral Sentiment: Netflix is cutting roughly 1,000 jobs and reorganizing its creative leadership, including changes involving film and content executives. Co-CEO Greg Peters described the layoffs as a difficult tradeoff intended to redirect investment toward longer-term growth, but the restructuring may create near-term execution risk. Netflix layoffs and long-term growth Negative Sentiment: The main pressure on NFLX is its fourth-quarter outlook: revenue is projected at approximately $13.4 billion, below Wall Street expectations, with operating margin expected to fall to 26% as restructuring costs weigh on results. Netflix weak fourth-quarter forecast Negative Sentiment: Netflix reduced its 2026 advertising-revenue forecast to approximately $2.7 billion from $3 billion because advertising-product rollouts are progressing more slowly than expected. The shortfall undermines a key growth narrative. Netflix cuts advertising forecast Negative Sentiment: Revenue growth is expected to slow for a fourth consecutive quarter, while stagnant viewership—particularly in the United States and Canada—and intensifying competition are raising concerns about Netflix’s ability to keep audiences engaged. Netflix viewership and competition concerns Negative Sentiment: The company also lowered its 2026 free-cash-flow outlook to about $12 billion from $12.5 billion, adding to investor concerns that forward momentum is weakening despite the quarterly earnings beat. Analysts Set New Price Targets A number of brokerages have recently commented on NFLX. KeyCorp dropped their price target on Netflix from $92.00 to $85.00 and set an “overweight” rating for the company in a research note on Tuesday, October 13th. Rosenblatt Securities reissued a “neutral” rating and set a $75.00 price objective on shares of Netflix in a report on Friday, October 16th. BMO Capital Markets restated an “outperform” rating and set a $125.00 price objective (down from $135.00) on shares of Netflix in a research report on Friday. Bank of America lowered their target price on Netflix from $125.00 to $105.00 and set a “buy” rating for the company in a report on Friday, July 17th. Finally, Loop Capital lowered their target price on Netflix from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, July 24th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $93.38.
Get Our Latest Research Report on Netflix
Netflix Profile (Free Report)
Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.
The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.
Featured Articles Five stocks we like better than Netflix Aurora Rejects Curaleaf’s Higher Bid, But the Takeover Fight Isn’t Over Centrus Energy Is Building a Nuclear Fuel Powerhouse—Why Is Its Stock Struggling? Halliburton Gains Traction: Multiyear Upcycle Ahead Meta Platforms’ AI Comeback Faces an Earnings Test—And a $10 Billion Charge Want to see what other hedge funds are holding NFLX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Netflix, Inc. (NASDAQ:NFLX – Free Report).
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Carnegie Investment Counsel cut its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 2.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 137,076 shares of the credit services provider’s stock after selling 3,465 shares during the quarter. Mastercard comprises about 1.4% of Carnegie Investment Counsel’s portfolio, making the stock its 12th biggest position. Carnegie Investment Counsel’s holdings in Mastercard were worth $73,062,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently modified their holdings of the company. Sentinel Advisory Group LLC increased its holdings in shares of Mastercard by 7.6% during the third quarter. Sentinel Advisory Group LLC now owns 566 shares of the credit services provider’s stock valued at $312,000 after acquiring an additional 40 shares in the last quarter. Lakeshore Capital Group Inc. lifted its position in Mastercard by 7.9% during the third quarter. Lakeshore Capital Group Inc. now owns 1,284 shares of the credit services provider’s stock valued at $708,000 after purchasing an additional 94 shares during the period. Randall & Associates Wealth Management acquired a new position in shares of Mastercard in the 3rd quarter valued at about $485,000. Rare Wolf Capital LLC boosted its position in Mastercard by 40.9% in the 3rd quarter. Rare Wolf Capital LLC now owns 758 shares of the credit services provider’s stock worth $418,000 after purchasing an additional 220 shares in the last quarter. Finally, Miller Financial Services LLC boosted its holdings in Mastercard by 1.5% during the third quarter. Miller Financial Services LLC now owns 1,439 shares of the credit services provider’s stock worth $794,000 after buying an additional 21 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.
Mastercard News Roundup Here are the key news stories impacting Mastercard this week:
Positive Sentiment: Mastercard introduced its Global Money Platform, which integrates stablecoins with traditional currencies to support cross-border payments. The initiative could expand transaction volumes and create new opportunities among banks, businesses and fintech customers. Mastercard expands stablecoin reach with new money platform Positive Sentiment: The company launched Stablecoin Security, an API that combines payment and blockchain intelligence to screen for fraud, scams and sanctions exposure before funds move on-chain. The tool may reduce institutional concerns about stablecoins while creating additional security and risk-management revenue opportunities. Mastercard introduces risk intelligence to enable more secure stablecoin payments Positive Sentiment: Mastercard also unveiled an AI-powered Agent Detection Score to identify transactions initiated by software rather than humans. The product positions the network to manage fraud and trust risks as autonomous shopping agents become more widespread. Mastercard unveiled an AI Agent Detection Score Positive Sentiment: New and expanded partnerships, including initiatives with Moovn, BankIslami, Extend and Finsei, broaden Mastercard’s digital-payment, business-software and regional payment reach. These efforts could support long-term payment volume growth. Neutral Sentiment: CFO Ling Hai sold 4,317 shares valued at approximately $2.7 million under a pre-arranged Rule 10b5-1 plan. The transaction may weigh modestly on sentiment, but its scheduled nature limits its usefulness as a signal about Mastercard’s outlook. Mastercard CFO insider sale Negative Sentiment: With MA near a record level and valued at roughly 34 times earnings, expectations remain elevated. The stock may require continued strong revenue growth and earnings beats to sustain further gains. Analyst Ratings Changes A number of equities analysts have issued reports on the company. The Goldman Sachs Group reiterated a “buy” rating and set a $701.00 price target (up from $674.00) on shares of Mastercard in a research report on Thursday, July 30th. Loop Capital boosted their target price on shares of Mastercard from $631.00 to $647.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. UBS Group increased their price objective on Mastercard from $640.00 to $670.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Morgan Stanley raised their target price on shares of Mastercard from $679.00 to $681.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Finally, Wolfe Research boosted their price target on shares of Mastercard from $680.00 to $740.00 and gave the company an “outperform” rating in a research report on Tuesday, August 25th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $682.66. View Our Latest Stock Report on MA
Mastercard Trading Up 0.7% Shares of NYSE MA opened at $620.62 on Wednesday. The stock has a market capitalization of $543.67 billion, a PE ratio of 34.14, a PEG ratio of 1.76 and a beta of 0.76. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 3.96. The stock has a fifty day simple moving average of $578.27 and a 200-day simple moving average of $537.01. Mastercard Incorporated has a twelve month low of $464.52 and a twelve month high of $624.29.
Mastercard (NYSE:MA – Get Free Report) last issued its quarterly earnings results on Thursday, July 30th. The credit services provider reported $5.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.77 by $0.27. Mastercard had a net margin of 46.34% and a return on equity of 239.99%. The company had revenue of $9.28 billion for the quarter, compared to analyst estimates of $9.08 billion. During the same period in the prior year, the firm earned $4.15 earnings per share. The business’s revenue for the quarter was up 14.1% compared to the same quarter last year. On average, equities analysts forecast that Mastercard Incorporated will post 19.91 earnings per share for the current year.
Mastercard Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Friday, October 9th will be issued a dividend of $0.87 per share. The ex-dividend date is Friday, October 9th. This represents a $3.48 annualized dividend and a yield of 0.6%. Mastercard’s dividend payout ratio is 19.14%.
Insider Activity at Mastercard In other news, insider Linda Kirkpatrick sold 4,280 shares of the company’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $570.31, for a total transaction of $2,440,926.80. Following the completion of the transaction, the insider directly owned 31,179 shares of the company’s stock, valued at approximately $17,781,695.49. This represents a 12.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sachin Mehra sold 7,444 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $577.13, for a total value of $4,296,155.72. Following the completion of the transaction, the insider directly owned 40,916 shares of the company’s stock, valued at $23,613,851.08. This trade represents a 15.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 72,676 shares of company stock worth $41,966,586 over the last ninety days. 0.09% of the stock is currently owned by insiders.
Mastercard Profile (Free Report)
Mastercard Incorporated (NYSE: MA) is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses. The company facilitates electronic payments and provides technology that supports transactions conducted through credit, debit, prepaid and commercial payment products.
In addition to operating its payments network, Mastercard offers services in areas such as payment security, fraud prevention, authentication, cybersecurity, data and analytics, loyalty programs, digital identity and open banking.
Read More Five stocks we like better than Mastercard Aurora Rejects Curaleaf’s Higher Bid, But the Takeover Fight Isn’t Over Centrus Energy Is Building a Nuclear Fuel Powerhouse—Why Is Its Stock Struggling? Halliburton Gains Traction: Multiyear Upcycle Ahead Meta Platforms’ AI Comeback Faces an Earnings Test—And a $10 Billion Charge Want to see what other hedge funds are holding MA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Mastercard Incorporated (NYSE:MA – Free Report).
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Visa Inc. (NYSE:V – Get Free Report) shares hit a new 52-week high on Wednesday. The company traded as high as $408.59 and last traded at $406.57, with a volume of 6,703,827 shares trading hands. The stock had previously closed at $402.92.
Visa News Roundup Here are the key news stories impacting Visa this week:
Positive Sentiment: AI-driven business payments: Visa, BILL and Billtrust launched a live pilot allowing trusted AI agents to complete approved invoice payments between buyers and suppliers. The initiative could help Visa capture a larger share of business-to-business payments and replace manual processes, checks and legacy payment methods. Visa, BILL and Billtrust Launch First Live Pilot Positive Sentiment: Crypto and stablecoin expansion: Visa partnered with Mesh to enable users of participating wallets to spend crypto and stablecoin balances at more than 175 million Visa-accepting merchant locations, without a separate crypto card or manual cash-out. The arrangement could generate additional payment volume while allowing merchants to use existing Visa infrastructure. How Is Visa Turning Crypto And AI Payments Into Real World Use? Positive Sentiment: Broader commercial and international reach: Visa expanded its U.K. online merchant presence through Barclaycard’s Unified Checkout and enabled eligible fintechs to offer Visa corporate cards in more than 40 countries. These partnerships support digital-wallet adoption and cross-border payment growth. Visa Expands U.K. Merchant Reach Neutral Sentiment: Upcoming earnings catalyst: Wall Street expects Visa to report earnings growth in its upcoming quarterly release, with investors also watching for guidance and a potential annual dividend increase. The company’s prior quarter delivered revenue and earnings above consensus estimates. Visa Reports Next Week Negative Sentiment: Valuation and execution risks: Visa trades at a premium earnings multiple near all-time highs, leaving less room for an earnings or guidance disappointment. The Mesh rollout has not yet disclosed all participating wallets or launch timing, while regulatory scrutiny, merchant resistance to interchange changes and potential U.S. credit-card legislation could pressure future growth. Analyst Upgrades and Downgrades V has been the subject of a number of research analyst reports. Clear Str raised shares of Visa to a “strong-buy” rating in a report on Thursday, July 16th. Robert W. Baird boosted their price objective on shares of Visa from $420.00 to $430.00 and gave the stock an “outperform” rating in a report on Monday, October 12th. Daiwa Securities Group lifted their target price on shares of Visa from $375.00 to $422.00 and gave the stock an “outperform” rating in a research report on Thursday, August 6th. Barclays started coverage on Visa in a research note on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price for the company. Finally, JPMorgan Chase & Co. boosted their price objective on Visa from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Three analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the company. Based on data from MarketBeat, Visa has a consensus rating of “Buy” and an average price target of $426.12.
Check Out Our Latest Stock Report on Visa Visa Stock Performance The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 0.60. The firm has a market cap of $725.50 billion, a P/E ratio of 34.57, a P/E/G ratio of 1.89 and a beta of 0.77. The business has a fifty day simple moving average of $374.46 and a 200-day simple moving average of $348.09.
Visa (NYSE:V – Get Free Report) last released its earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. The firm had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business’s revenue was up 14.4% on a year-over-year basis. During the same period last year, the business earned $2.98 earnings per share. On average, sell-side analysts predict that Visa Inc. will post 13.22 EPS for the current fiscal year.
Visa Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Tuesday, August 11th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. Visa’s dividend payout ratio (DPR) is 22.79%.
Insider Transactions at Visa In related news, insider Tullier Mahon sold 57,272 shares of the stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the transaction, the insider owned 49,662 shares in the company, valued at $18,125,140.14. This represents a 53.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Ryan Mcinerney sold 5,875 shares of Visa stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $358.81, for a total value of $2,108,008.75. Following the completion of the sale, the chief executive officer directly owned 15,174 shares of the company’s stock, valued at $5,444,582.94. The trade was a 27.91% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 78,792 shares of company stock worth $28,863,319 over the last three months. 0.12% of the stock is currently owned by company insiders.
Institutional Inflows and Outflows Several institutional investors have recently made changes to their positions in V. Philadelphia Investment Partners LLC purchased a new stake in shares of Visa during the 2nd quarter worth about $29,000. Virtus Advisers LLC bought a new stake in shares of Visa in the 2nd quarter valued at approximately $33,000. Robinswood Financial LLC bought a new stake in shares of Visa in the 1st quarter valued at approximately $35,000. Portfolio Resources Advisor Group Inc. acquired a new position in Visa in the third quarter worth approximately $35,000. Finally, Midwest Capital Advisors LLC acquired a new position in Visa in the first quarter worth approximately $37,000. Institutional investors own 82.15% of the company’s stock.
Visa Company Profile (Get Free Report)
Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.
Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.
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Hyperion Asset Management ve 3. čtvrtletí snížila svůj podíl ve společnosti Visa o 9 % prodejem 23 160 akcií; nadále drží 234 149 akcií v hodnotě 84,137 milionu USD.
Hyperion Asset Management Ltd trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 9.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 234,149 shares of the credit-card processor’s stock after selling 23,160 shares during the quarter. Visa accounts for approximately 2.3% of Hyperion Asset Management Ltd’s holdings, making the stock its 14th biggest holding. Hyperion Asset Management Ltd’s holdings in Visa were worth $84,137,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in V. Prentice Wealth Management LLC increased its position in Visa by 5.5% during the third quarter. Prentice Wealth Management LLC now owns 5,159 shares of the credit-card processor’s stock valued at $1,854,000 after acquiring an additional 269 shares during the last quarter. Climber Capital SA raised its stake in shares of Visa by 254.6% in the third quarter. Climber Capital SA now owns 2,447 shares of the credit-card processor’s stock valued at $834,000 after acquiring an additional 1,757 shares during the period. Norway Savings Bank raised its stake in shares of Visa by 6.5% in the third quarter. Norway Savings Bank now owns 3,905 shares of the credit-card processor’s stock valued at $1,403,000 after acquiring an additional 239 shares during the period. Islay Capital Management LLC lifted its holdings in shares of Visa by 11.4% in the 3rd quarter. Islay Capital Management LLC now owns 5,294 shares of the credit-card processor’s stock worth $1,902,000 after acquiring an additional 542 shares during the last quarter. Finally, Flagship Capital Management Inc. lifted its holdings in shares of Visa by 0.5% in the 3rd quarter. Flagship Capital Management Inc. now owns 22,312 shares of the credit-card processor’s stock worth $8,017,000 after acquiring an additional 110 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.
Visa Trading Up 0.9% V stock opened at $406.57 on Wednesday. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $408.59. The firm’s 50-day moving average is $374.46 and its 200 day moving average is $348.09. The company has a market capitalization of $725.50 billion, a PE ratio of 34.57, a P/E/G ratio of 1.89 and a beta of 0.77. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.99 and a quick ratio of 0.99.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The credit-card processor reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.23 by $0.09. The company had revenue of $11.63 billion during the quarter, compared to analysts’ expectations of $11.40 billion. Visa had a net margin of 50.78% and a return on equity of 67.68%. The firm’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the previous year, the company earned $2.98 EPS. On average, research analysts anticipate that Visa Inc. will post 13.22 EPS for the current year. Visa Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th were given a dividend of $0.67 per share. The ex-dividend date of this dividend was Tuesday, August 11th. This represents a $2.68 dividend on an annualized basis and a dividend yield of 0.7%. Visa’s dividend payout ratio (DPR) is 22.79%.
Key Stories Impacting Visa Here are the key news stories impacting Visa this week:
Positive Sentiment: AI-driven business payments: Visa, BILL and Billtrust launched a live pilot allowing trusted AI agents to complete approved invoice payments between buyers and suppliers. The initiative could help Visa capture a larger share of business-to-business payments and replace manual processes, checks and legacy payment methods. Visa, BILL and Billtrust Launch First Live Pilot Positive Sentiment: Crypto and stablecoin expansion: Visa partnered with Mesh to enable users of participating wallets to spend crypto and stablecoin balances at more than 175 million Visa-accepting merchant locations, without a separate crypto card or manual cash-out. The arrangement could generate additional payment volume while allowing merchants to use existing Visa infrastructure. How Is Visa Turning Crypto And AI Payments Into Real World Use? Positive Sentiment: Broader commercial and international reach: Visa expanded its U.K. online merchant presence through Barclaycard’s Unified Checkout and enabled eligible fintechs to offer Visa corporate cards in more than 40 countries. These partnerships support digital-wallet adoption and cross-border payment growth. Visa Expands U.K. Merchant Reach Neutral Sentiment: Upcoming earnings catalyst: Wall Street expects Visa to report earnings growth in its upcoming quarterly release, with investors also watching for guidance and a potential annual dividend increase. The company’s prior quarter delivered revenue and earnings above consensus estimates. Visa Reports Next Week Negative Sentiment: Valuation and execution risks: Visa trades at a premium earnings multiple near all-time highs, leaving less room for an earnings or guidance disappointment. The Mesh rollout has not yet disclosed all participating wallets or launch timing, while regulatory scrutiny, merchant resistance to interchange changes and potential U.S. credit-card legislation could pressure future growth. Wall Street Analyst Weigh In A number of equities analysts recently commented on V shares. Raymond James Financial reaffirmed an “outperform” rating and set a $406.00 price target (up from $389.00) on shares of Visa in a research note on Wednesday, July 29th. Wells Fargo & Company reissued an “overweight” rating and issued a $432.00 price objective (up from $412.00) on shares of Visa in a research report on Thursday, July 30th. Loop Capital increased their price objective on shares of Visa from $387.00 to $404.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Citigroup reissued a “buy” rating and issued a $440.00 price objective (up from $400.00) on shares of Visa in a research note on Wednesday, July 29th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $425.00 price objective on shares of Visa in a research note on Thursday, October 15th. Three equities research analysts have rated the stock with a Strong Buy rating and thirty-four have assigned a Buy rating to the stock. According to data from MarketBeat.com, Visa has an average rating of “Buy” and a consensus price target of $426.12.
Get Our Latest Stock Report on Visa
Insider Transactions at Visa In other news, General Counsel Julie Rottenberg sold 2,028 shares of Visa stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $381.35, for a total transaction of $773,377.80. Following the completion of the sale, the general counsel owned 18,404 shares of the company’s stock, valued at approximately $7,018,365.40. The trade was a 9.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Tullier Mahon sold 57,272 shares of Visa stock in a transaction that occurred on Thursday, July 30th. The shares were sold at an average price of $364.97, for a total transaction of $20,902,561.84. Following the sale, the insider directly owned 49,662 shares of the company’s stock, valued at $18,125,140.14. This represents a 53.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 78,792 shares of company stock valued at $28,863,319. 0.12% of the stock is currently owned by company insiders.
About Visa (Free Report)
Visa Inc (NYSE: V) is a global payments technology company that facilitates electronic payments between consumers, businesses, financial institutions and governments. Through its VisaNet network, the company authorizes, clears and settles transactions made with Visa-branded credit, debit and prepaid cards, while generally not issuing cards, extending credit or setting cardholder account terms.
Visa provides payment products and services for consumer, commercial and government payments, as well as digital commerce and money movement.
See Also Five stocks we like better than Visa Aurora Rejects Curaleaf’s Higher Bid, But the Takeover Fight Isn’t Over Centrus Energy Is Building a Nuclear Fuel Powerhouse—Why Is Its Stock Struggling? Halliburton Gains Traction: Multiyear Upcycle Ahead Meta Platforms’ AI Comeback Faces an Earnings Test—And a $10 Billion Charge Want to see what other hedge funds are holding V? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Visa Inc. (NYSE:V – Free Report).
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United Airlines is set to open its biggest airport lounge this week, which it says is the largest in the Americas, as airlines continue to plow money into the facilities for high-spending customers.
The 54,000-square-foot lounge is opening Thursday at George Bush Intercontinental Airport's Terminal B in Houston, part of an overhaul of the facility that includes 22 gates for mainline aircraft.
The airport, with more than 500 departures a day, is United's main connecting hub for flights to and from Latin America.
The new club can seat 800 people and features an outdoor terrace for plane-spotting as well as two full-service bars and buffets.
The lounge, part of United's $2.6 billion investment at the airport's Terminal B, shows how airlines are putting more money into larger spaces for premium-travel demand to attract the growing ranks of elite frequent flyers, co-branded credit card holders and customers just willing to spend more to fly.
American Airlines earlier this month said it is planning its largest-ever lounge at its Charlotte Douglas International Airport hub in North Carolina. Delta Air Lines has expanded both its popular Delta Sky Clubs and its top-tier Delta One Lounges.
Southwest Airlines is building its first-ever network of airport lounges, which are tied to its credit card partner, Chase. Last week, the carrier unveiled mock-ups of the lounges, which it is calling Icon. And JetBlue Airways opened lounges in New York and Boston in the past year.
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, /PRNewswire/ -- Qualcomm Incorporated (NASDAQ: QCOM) today announced a quarterly cash dividend of $0.92 per common share, payable on December 17, 2026, to stockholders of record at the close of business on December 3, 2026.
About Qualcomm
Qualcomm is a global computing leader at the center of the AI era, enabling intelligence to scale from the most personal devices to large‑scale infrastructure. Building on more than four decades of innovation, we develop platforms and solutions that bring together advanced AI, high‑performance, low-power computing and industry‑leading connectivity—powering products and services used around the world. At Qualcomm, we are engineering human progress.
Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated. Qualcomm, Snapdragon, Qualcomm Dragonwing and Qualcomm Dragonfly are trademarks or registered trademarks of Qualcomm Incorporated. For more information, visit www.qualcomm.com.
