Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden decreased its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 61.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 178,739 shares of the semiconductor company’s stock after selling 284,061 shares during the quarter. Andra AP fonden’s holdings in Lam Research were worth $38,189,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Cedar Mountain Advisors LLC increased its stake in shares of Lam Research by 242.9% in the first quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after buying an additional 85 shares during the last quarter. Vermillion Wealth Management Inc. bought a new position in Lam Research during the 1st quarter valued at $26,000. PMV Capital Advisers LLC bought a new position in Lam Research during the 4th quarter valued at $25,000. Bayban acquired a new position in Lam Research during the 4th quarter worth $26,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in Lam Research during the 4th quarter worth $27,000. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Insider Activity In other Lam Research news, insider Ava Harter sold 6,010 shares of the company’s stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $258.66, for a total value of $1,554,546.60. Following the completion of the transaction, the insider owned 53,205 shares in the company, valued at approximately $13,762,005.30. This represents a 10.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Eric Brandt sold 54,500 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $350.80, for a total transaction of $19,118,600.00. Following the completion of the sale, the director owned 199,205 shares in the company, valued at $69,881,114. The trade was a 21.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 104,621 shares of company stock worth $33,804,737 in the last 90 days. 0.31% of the stock is currently owned by insiders.

Key Stories Impacting Lam Research Here are the key news stories impacting Lam Research this week:

Positive Sentiment: Lam Research joined the AI Materials Foundry as a founding partner, a new CuspAI-led initiative focused on using AI and shared lab resources to speed up discovery of advanced semiconductor materials, which could support future product and technology demand. Lam Research (LRCX) Joins AI Materials Foundry To Help Shape Future Chip Materials Positive Sentiment: Lam Research was highlighted by Zacks as one of the semiconductor names benefiting from the AI boom, which continues to drive demand for advanced chips and equipment. 3 Stocks to Buy From the Prospering Semiconductor Industry Positive Sentiment: Another Zacks note said LRCX is among the tech stocks likely to deliver earnings surprises this season, reinforcing expectations for solid near-term fundamentals. 4 Top-Ranked Tech Stocks Set to Beat Expectations This Earnings Season Neutral Sentiment: Brokerages reportedly maintained a consensus “Moderate Buy” rating on Lam Research, suggesting Wall Street remains constructive but not overly aggressive on the stock. Lam Research Corporation Given Consensus Recommendation of “Moderate Buy” by Brokerages Neutral Sentiment: Oppenheimer included LRCX on its “best of the best” momentum list, another sign of positive sentiment but not a new fundamental catalyst by itself. Oppenheimer’s ‘best of the best’ momentum list: NVDA, LRCX and more Negative Sentiment: Lam Research slipped more than the broader market in the latest session, reflecting near-term pressure on the shares. Lam Research (LRCX) Dips More Than Broader Market: What You Should Know Negative Sentiment: Broader semiconductor stocks have entered a bear market, and investors are questioning whether the AI-driven rally has overheated, which is weighing on the entire chip group including LRCX. Semiconductor stocks enter bear market: Is bubble burst next? Negative Sentiment: A Bloomberg report noted that investors are pressuring big AI spenders to justify their capital outlays, adding caution to the semiconductor and AI hardware trade. Big Tech Needs to Justify AI Spending as Investors Dump Stocks Lam Research Price Performance LRCX opened at $306.76 on Tuesday. The firm has a market cap of $383.62 billion, a price-to-earnings ratio of 57.88, a price-to-earnings-growth ratio of 1.86 and a beta of 1.80. Lam Research Corporation has a fifty-two week low of $90.93 and a fifty-two week high of $438.50. The company’s 50-day moving average price is $339.79 and its 200 day moving average price is $270.54. The company has a quick ratio of 1.77, a current ratio of 2.54 and a debt-to-equity ratio of 0.35.

Lam Research (NASDAQ:LRCX – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, beating analysts’ consensus estimates of $1.36 by $0.11. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.The company had revenue of $5.84 billion during the quarter, compared to the consensus estimate of $5.70 billion. During the same period in the previous year, the firm posted $1.04 earnings per share. Lam Research’s quarterly revenue was up 23.8% compared to the same quarter last year. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. As a group, sell-side analysts expect that Lam Research Corporation will post 5.68 earnings per share for the current year.

Lam Research Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 8th. Investors of record on Wednesday, June 17th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Wednesday, June 17th. Lam Research’s dividend payout ratio (DPR) is 19.62%.

Analysts Set New Price Targets A number of equities research analysts have recently issued reports on the stock. Rothschild & Co Redburn upped their target price on shares of Lam Research from $305.00 to $420.00 and gave the company a “buy” rating in a research note on Wednesday, June 17th. JPMorgan Chase & Co. lifted their price target on Lam Research from $300.00 to $315.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. BNP Paribas Exane boosted their price objective on Lam Research from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Thursday, April 23rd. Raymond James Financial set a $425.00 price objective on Lam Research in a research note on Wednesday, June 10th. Finally, Sanford C. Bernstein lifted their target price on Lam Research from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Twenty-eight analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $360.51.

View Our Latest Report on Lam Research

Lam Research Company Profile (Free Report)

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.

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

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SummaryYum! Brands faces a cyclosporiasis outbreak, but the impact appears less severe than past industry incidents, with no fatalities and effective recalls underway.I revise my price target on YUM to ~$165.60 per share, reflecting a modest 12.6% upside from current levels and factoring in a minor EBITDA headwind.I reissue a 'Buy' rating, citing satisfactory total return potential when including YUM's 2% dividend yield and prospective share buybacks.Key risks include outbreak duration, potential EBITDA impact of $2.6–$2.7B, and possible market multiple compression to ~18x EBITDA.Rattankun Thongbun/iStock via Getty Images

It's not every day that 'explosive diarrhea' becomes an investment topic, but here we are.

Yum! Brands (YUM) was back in everyone's mouth this week because of the cyclosporiasis outbreak that started in May.

Well, I

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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.

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Posted by Defense World Staff on Jul 21st, 2026

AlTi Global Inc. lifted its stake in shares of Paramount Skydance Corporation (NASDAQ:PSKY – Free Report) by 104.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 125,977 shares of the company’s stock after purchasing an additional 64,492 shares during the period. AlTi Global Inc.’s holdings in Paramount Skydance were worth $1,139,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of PSKY. SG Americas Securities LLC lifted its holdings in shares of Paramount Skydance by 56.3% in the fourth quarter. SG Americas Securities LLC now owns 774,273 shares of the company’s stock valued at $10,375,000 after purchasing an additional 279,045 shares in the last quarter. Vanguard Group Inc. lifted its stake in Paramount Skydance by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 36,006,077 shares of the company’s stock valued at $482,481,000 after acquiring an additional 132,613 shares in the last quarter. MTCO Ltd. boosted its position in Paramount Skydance by 92.9% during the 4th quarter. MTCO Ltd. now owns 2,700,000 shares of the company’s stock worth $36,180,000 after acquiring an additional 1,300,000 shares during the last quarter. Hoertkorn Richard Charles acquired a new position in Paramount Skydance during the 4th quarter worth approximately $3,708,000. Finally, Financiere des Professionnels Fonds d investissement inc. bought a new position in shares of Paramount Skydance during the 1st quarter worth approximately $1,623,000. 73.00% of the stock is owned by institutional investors.

Paramount Skydance Stock Performance NASDAQ PSKY opened at $8.57 on Tuesday. The company has a current ratio of 1.10, a quick ratio of 1.00 and a debt-to-equity ratio of 1.16. The firm’s fifty day moving average price is $10.04 and its two-hundred day moving average price is $10.63. Paramount Skydance Corporation has a 1 year low of $8.56 and a 1 year high of $20.86. The firm has a market capitalization of $9.59 billion, a P/E ratio of 15.04, a price-to-earnings-growth ratio of 0.58 and a beta of 1.43.

Paramount Skydance (NASDAQ:PSKY – Get Free Report) last announced its quarterly earnings data on Monday, May 4th. The company reported $0.23 EPS for the quarter, beating analysts’ consensus estimates of $0.15 by $0.08. The company had revenue of $7.35 billion during the quarter. Paramount Skydance had a negative net margin of 2.08% and a positive return on equity of 4.58%. During the same period last year, the business earned $0.22 EPS. As a group, research analysts anticipate that Paramount Skydance Corporation will post 0.62 EPS for the current year.

Paramount Skydance News Summary Here are the key news stories impacting Paramount Skydance this week:

Negative Sentiment: A federal judge granted a 14-day temporary restraining order, pausing the Paramount Skydance-Warner Bros. Discovery merger while the court reviews a lawsuit from 12 state attorneys general over antitrust concerns. Judge orders Paramount to temporarily pause Warner Bros acquisition Negative Sentiment: Multiple reports say the pause creates new execution risk for PSKY’s blockbuster merger plan, raising the chance of delay, renegotiation, or a more difficult path to closing the transaction. Paramount and Warner Bros. merger hit with temporary restraining order Neutral Sentiment: Commentary around the deal suggests the legal setback is the main driver for PSKY trading near record lows, with investors now waiting for the court process and any response from the companies. Paramount Stock Drops After Judge Temporarily Pauses Warner Bros. Acquisition Analyst Upgrades and Downgrades A number of brokerages have recently commented on PSKY. Weiss Ratings reissued a “sell (d-)” rating on shares of Paramount Skydance in a research report on Wednesday, June 24th. Wells Fargo & Company decreased their target price on shares of Paramount Skydance from $8.00 to $7.00 and set an “underweight” rating for the company in a research report on Tuesday, May 5th. Guggenheim lowered their price target on shares of Paramount Skydance from $14.00 to $12.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 5th. Morgan Stanley raised shares of Paramount Skydance from an “underweight” rating to an “overweight” rating and boosted their price target for the stock from $11.00 to $14.00 in a research report on Thursday, April 30th. Finally, Arete Research restated a “sell” rating and set a $2.00 price objective on shares of Paramount Skydance in a research note on Thursday, July 9th. Two equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and nine have issued a Sell rating to the stock. According to data from MarketBeat.com, Paramount Skydance has a consensus rating of “Reduce” and an average price target of $12.00.

Read Our Latest Report on Paramount Skydance

About Paramount Skydance (Free Report)

Paramount Skydance Media Group (Nasdaq: PSKY) is a media and entertainment company created through the proposed combination of Paramount Global’s filmed entertainment and streaming operations with Skydance Media, a privately held content studio. The combined business will encompass the development, production and distribution of feature films, television programming and digital content, drawing on a library of legacy Paramount Pictures franchises alongside Skydance’s blockbuster tentpoles and animation slate.

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. acquired a new position in shares of BioNTech SE Sponsored ADR (NASDAQ:BNTX – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 77,694 shares of the company’s stock, valued at approximately $6,905,000.

A number of other large investors have also recently made changes to their positions in the stock. GSK plc acquired a new stake in shares of BioNTech during the 4th quarter worth approximately $84,711,000. BNP Paribas Financial Markets lifted its stake in shares of BioNTech by 43.0% in the 4th quarter. BNP Paribas Financial Markets now owns 1,578,094 shares of the company’s stock valued at $150,235,000 after purchasing an additional 474,796 shares during the period. Bank of America Corp DE boosted its holdings in BioNTech by 344.4% during the third quarter. Bank of America Corp DE now owns 573,356 shares of the company’s stock worth $56,544,000 after buying an additional 444,332 shares in the last quarter. Voloridge Investment Management LLC acquired a new stake in BioNTech during the fourth quarter valued at $41,656,000. Finally, Davern Capital Partners LP acquired a new stake in BioNTech during the fourth quarter valued at $35,340,000. 15.52% of the stock is owned by hedge funds and other institutional investors.

BioNTech Trading Up 0.7% Shares of BNTX opened at $92.16 on Tuesday. BioNTech SE Sponsored ADR has a 52-week low of $79.52 and a 52-week high of $124.00. The stock has a market cap of $23.31 billion, a PE ratio of -15.67 and a beta of 1.32. The firm’s fifty day moving average is $91.32 and its two-hundred day moving average is $97.81. The company has a quick ratio of 8.74, a current ratio of 8.80 and a debt-to-equity ratio of 0.01.

BioNTech (NASDAQ:BNTX – Get Free Report) last issued its earnings results on Monday, May 4th. The company reported ($2.26) earnings per share (EPS) for the quarter, beating the consensus estimate of ($2.52) by $0.26. BioNTech had a negative return on equity of 5.30% and a negative net margin of 44.39%.The company had revenue of $136.71 million during the quarter, compared to analysts’ expectations of $207.42 million. During the same period in the prior year, the business earned ($1.73) EPS. The firm’s quarterly revenue was down 35.4% on a year-over-year basis. Research analysts forecast that BioNTech SE Sponsored ADR will post -5.79 earnings per share for the current fiscal year.

BioNTech announced that its board has initiated a stock buyback plan on Thursday, May 7th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the company to reacquire up to 4.2% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth Several analysts have commented on BNTX shares. Wells Fargo & Company dropped their price objective on BioNTech from $150.00 to $140.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. UBS Group raised BioNTech from a “neutral” rating to a “buy” rating and upped their target price for the stock from $117.00 to $135.00 in a research note on Wednesday, May 27th. Truist Financial upgraded BioNTech to a “strong-buy” rating in a research report on Wednesday, March 25th. Morgan Stanley dropped their price target on shares of BioNTech from $126.00 to $119.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 8th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of BioNTech in a report on Monday, June 1st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $129.12.

View Our Latest Report on BioNTech

Insider Activity at BioNTech In other news, COO Sierk Poetting sold 50,000 shares of the stock in a transaction on Wednesday, April 22nd. The stock was sold at an average price of $110.56, for a total transaction of $5,528,000.00. Following the completion of the transaction, the chief operating officer directly owned 399,387 shares in the company, valued at approximately $44,156,226.72. This represents a 11.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 19.20% of the company’s stock.

BioNTech Company Profile (Free Report)

BioNTech SE (NASDAQ: BNTX) is a Germany-based biotechnology company that develops next-generation immunotherapies and vaccines, with a primary focus on messenger RNA (mRNA) technology. Founded in 2008 and headquartered in Mainz, BioNTech advances a platform approach to design and manufacture therapeutics across oncology, infectious diseases and other high unmet-need areas. The company is publicly traded on the NASDAQ exchange and became widely known for its rapid development and global deployment of an mRNA-based COVID-19 vaccine in collaboration with Pfizer.

BioNTech’s core activities include discovery research, clinical development and manufacturing of mRNA-based medicines, personalized cancer immunotherapies, engineered cell therapies, and antibody- and protein-based therapeutics.

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

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. reduced its stake in Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 4.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 493,908 shares of the rocket manufacturer’s stock after selling 23,652 shares during the period. Amova Asset Management Americas Inc. owned approximately 0.09% of Rocket Lab worth $31,694,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Swedbank AB boosted its position in shares of Rocket Lab by 8.2% in the 4th quarter. Swedbank AB now owns 509,250 shares of the rocket manufacturer’s stock worth $35,525,000 after purchasing an additional 38,770 shares in the last quarter. Vanguard Group Inc. lifted its position in Rocket Lab by 13.4% during the fourth quarter. Vanguard Group Inc. now owns 47,420,192 shares of the rocket manufacturer’s stock valued at $3,308,033,000 after purchasing an additional 5,610,469 shares during the period. Katamaran Capital LLP lifted its holdings in Rocket Lab by 86.2% in the first quarter. Katamaran Capital LLP now owns 19,808 shares of the rocket manufacturer’s stock valued at $1,272,000 after acquiring an additional 9,172 shares during the period. Westfield Capital Management Co. LP grew its position in Rocket Lab by 6.3% during the fourth quarter. Westfield Capital Management Co. LP now owns 2,592,443 shares of the rocket manufacturer’s stock valued at $180,849,000 after buying an additional 154,623 shares during the period. Finally, Baillie Gifford & Co. boosted its stake in shares of Rocket Lab by 47.2% during the 4th quarter. Baillie Gifford & Co. now owns 17,851,446 shares of the rocket manufacturer’s stock worth $1,245,317,000 after acquiring an additional 5,725,536 shares in the last quarter. Hedge funds and other institutional investors own 71.78% of the company’s stock.

Analyst Ratings Changes RKLB has been the subject of several recent analyst reports. Piper Sandler initiated coverage on shares of Rocket Lab in a report on Wednesday, July 15th. They issued a “neutral” rating and a $83.00 price target for the company. KGI Securities assumed coverage on Rocket Lab in a research report on Thursday, June 11th. They issued a “neutral” rating and a $105.00 target price on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $96.00 price target on shares of Rocket Lab in a research note on Tuesday, June 30th. TD Cowen boosted their price target on Rocket Lab from $90.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Citigroup reissued an “outperform” rating on shares of Rocket Lab in a research note on Tuesday, June 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $110.18.

Read Our Latest Analysis on Rocket Lab

Insider Activity at Rocket Lab In other Rocket Lab news, CFO Adam C. Spice sold 62,744 shares of the company’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $142.57, for a total value of $8,945,412.08. Following the completion of the sale, the chief financial officer directly owned 983,049 shares in the company, valued at $140,153,295.93. This represents a 6.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, SVP Arjun Kampani sold 88,000 shares of Rocket Lab stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $107.98, for a total transaction of $9,502,240.00. Following the transaction, the senior vice president directly owned 264,705 shares in the company, valued at $28,582,845.90. This trade represents a 24.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 3,849,294 shares of company stock valued at $362,816,208 in the last three months. Company insiders own 8.40% of the company’s stock.

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

Neutral Sentiment: Recent articles highlight that RKLB has been falling quickly, with traders and retail investors debating whether the stock is now oversold or still has further downside. Should You Buy Rocket Lab Stock Below $70? Neutral Sentiment: Despite the selloff, some retail investors remain bullish on Rocket Lab, arguing that a future catalyst could help the stock recover if execution improves. Reddit Still Believes in Rocket Lab Even as Shares Slide: Inside the Retail Sentiment Neutral Sentiment: One article noted Rocket Lab’s shares have declined more than the broader market in the latest session, underscoring the recent weak momentum in the name. Rocket Lab Corporation (RKLB) Declines More Than Market: Some Information for Investors Neutral Sentiment: Coverage also points to Rocket Lab’s growing competition with SpaceX, with investors watching whether RKLB can establish itself as a stronger direct rival in the space launch market. Rocket Lab’s Latest Deal Puts It on a Collision Course With SpaceX Negative Sentiment: Sentiment in one piece suggested that SpaceX-related market enthusiasm may be fading, which is spilling over into Rocket Lab and weighing on the stock. SpaceX’s IPO Shine Fades, Taking ASTS And RKLB With It — But There Are 2 Surprise Winners This Month Rocket Lab Stock Down 2.8% Shares of NASDAQ RKLB opened at $65.74 on Tuesday. The stock has a market cap of $38.05 billion, a PE ratio of -205.44 and a beta of 2.54. The company has a current ratio of 4.47, a quick ratio of 4.02 and a debt-to-equity ratio of 0.02. Rocket Lab Corporation has a 12-month low of $37.57 and a 12-month high of $151.00. The company has a 50-day moving average of $106.94 and a 200 day moving average of $87.24.

Rocket Lab (NASDAQ:RKLB – Get Free Report) last released its earnings results on Thursday, May 7th. The rocket manufacturer reported ($0.07) earnings per share for the quarter, hitting analysts’ consensus estimates of ($0.07). Rocket Lab had a negative net margin of 26.87% and a negative return on equity of 11.72%. The business had revenue of $200.35 million for the quarter, compared to analyst estimates of $189.65 million. During the same period last year, the company posted ($0.12) EPS. The business’s revenue was up 63.4% on a year-over-year basis. As a group, sell-side analysts predict that Rocket Lab Corporation will post -0.26 EPS for the current fiscal year.

Rocket Lab Profile (Free Report)

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

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

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Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC trimmed its stake in Terreno Realty Corporation (NYSE:TRNO – Free Report) by 5.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 382,310 shares of the real estate investment trust’s stock after selling 21,057 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.36% of Terreno Realty worth $23,615,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of TRNO. State Street Corp increased its position in shares of Terreno Realty by 4.0% during the second quarter. State Street Corp now owns 5,944,559 shares of the real estate investment trust’s stock valued at $336,139,000 after acquiring an additional 230,444 shares in the last quarter. Principal Financial Group Inc. boosted its stake in Terreno Realty by 246.6% during the 1st quarter. Principal Financial Group Inc. now owns 4,188,453 shares of the real estate investment trust’s stock valued at $257,257,000 after purchasing an additional 2,979,982 shares during the last quarter. Norges Bank bought a new stake in shares of Terreno Realty in the 4th quarter worth $168,221,000. Geode Capital Management LLC increased its holdings in shares of Terreno Realty by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 2,718,337 shares of the real estate investment trust’s stock worth $159,620,000 after purchasing an additional 17,921 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of Terreno Realty by 3.6% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 2,078,910 shares of the real estate investment trust’s stock worth $122,053,000 after purchasing an additional 72,909 shares during the last quarter.

Analyst Upgrades and Downgrades TRNO has been the topic of a number of research analyst reports. Wells Fargo & Company lowered their price target on Terreno Realty from $68.00 to $64.00 and set an “equal weight” rating on the stock in a report on Monday, June 1st. Weiss Ratings raised Terreno Realty from a “buy (b-)” rating to a “buy (b)” rating in a research report on Monday, May 4th. Scotiabank lowered their target price on shares of Terreno Realty from $70.00 to $68.00 and set a “sector outperform” rating on the stock in a research note on Thursday, June 18th. KeyCorp restated an “overweight” rating on shares of Terreno Realty in a research note on Tuesday, June 23rd. Finally, Raymond James Financial started coverage on shares of Terreno Realty in a report on Wednesday, June 17th. They set an “underperform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $69.86.

Get Our Latest Report on Terreno Realty

Terreno Realty Trading Down 1.3% Shares of NYSE:TRNO opened at $74.07 on Tuesday. The stock has a market capitalization of $7.87 billion, a price-to-earnings ratio of 18.11 and a beta of 1.05. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.91 and a current ratio of 0.91. The stock’s 50-day simple moving average is $66.76 and its two-hundred day simple moving average is $64.59. Terreno Realty Corporation has a 52-week low of $53.00 and a 52-week high of $78.94.

Terreno Realty (NYSE:TRNO – Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.30 by $0.36. The company had revenue of $124.44 million for the quarter, compared to the consensus estimate of $122.60 million. Terreno Realty had a net margin of 86.44% and a return on equity of 10.35%. Analysts expect that Terreno Realty Corporation will post 2.81 EPS for the current year.

Terreno Realty Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Friday, July 10th. Stockholders of record on Friday, June 26th were given a dividend of $0.52 per share. The ex-dividend date of this dividend was Friday, June 26th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.8%. Terreno Realty’s payout ratio is presently 50.86%.

Terreno Realty Company Profile (Free Report)

Terreno Realty Corporation (NYSE: TRNO) is a real estate investment trust specializing in the acquisition, ownership and operation of industrial properties in key coastal markets across the United States. The company’s portfolio primarily consists of bulk distribution, warehouse and light-industrial assets that serve a diverse tenant base, including third-party logistics providers, e-commerce companies and manufacturers. Terreno aims to generate stable rental income while pursuing long-term capital appreciation through targeted investment and active asset management.

Terreno focuses on eight major coastal regions, emphasizing markets with strong supply-and-demand fundamentals and barriers to new development.

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. decreased its position in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Free Report) by 10.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,144,337 shares of the aerospace company’s stock after selling 137,350 shares during the quarter. Amova Asset Management Americas Inc. owned 0.61% of Kratos Defense & Security Solutions worth $80,664,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mcguire Capital Advisors Inc. bought a new stake in shares of Kratos Defense & Security Solutions in the 4th quarter worth about $25,000. Atlantic Union Bankshares Corp lifted its holdings in shares of Kratos Defense & Security Solutions by 7,600.0% in the 4th quarter. Atlantic Union Bankshares Corp now owns 385 shares of the aerospace company’s stock valued at $29,000 after acquiring an additional 380 shares during the last quarter. Murphy & Mullick Capital Management Corp grew its position in Kratos Defense & Security Solutions by 115.4% in the fourth quarter. Murphy & Mullick Capital Management Corp now owns 420 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 225 shares in the last quarter. Vision Retirement LLC grew its position in Kratos Defense & Security Solutions by 288.2% in the first quarter. Vision Retirement LLC now owns 427 shares of the aerospace company’s stock worth $30,000 after acquiring an additional 317 shares in the last quarter. Finally, Kemnay Advisory Services Inc. bought a new stake in Kratos Defense & Security Solutions during the fourth quarter worth approximately $37,000. 75.92% of the stock is currently owned by institutional investors.

Kratos Defense & Security Solutions Trading Down 0.2% Shares of KTOS opened at $45.94 on Tuesday. The firm has a market capitalization of $8.61 billion, a price-to-earnings ratio of 270.24 and a beta of 1.07. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.63 and a quick ratio of 5.08. Kratos Defense & Security Solutions, Inc. has a 1-year low of $45.58 and a 1-year high of $134.00. The company has a 50-day moving average of $54.04 and a 200 day moving average of $75.53.

Kratos Defense & Security Solutions (NASDAQ:KTOS – Get Free Report) last issued its earnings results on Wednesday, May 6th. The aerospace company reported $0.16 EPS for the quarter, topping analysts’ consensus estimates of $0.13 by $0.03. Kratos Defense & Security Solutions had a net margin of 2.08% and a return on equity of 2.82%. The business had revenue of $371.00 million for the quarter, compared to analyst estimates of $345.00 million. During the same period last year, the company posted $0.12 earnings per share. The company’s quarterly revenue was up 22.6% compared to the same quarter last year. On average, research analysts expect that Kratos Defense & Security Solutions, Inc. will post 0.48 EPS for the current year.

Analyst Ratings Changes KTOS has been the subject of several analyst reports. Truist Financial raised Kratos Defense & Security Solutions to a “strong-buy” rating in a research note on Friday, May 1st. The Goldman Sachs Group decreased their price target on Kratos Defense & Security Solutions from $100.00 to $89.00 and set a “buy” rating on the stock in a report on Tuesday, July 14th. Wedbush started coverage on Kratos Defense & Security Solutions in a research report on Tuesday, June 30th. They issued an “outperform” rating and a $85.00 price target for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Kratos Defense & Security Solutions in a research report on Tuesday, April 21st. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $80.00 price target on shares of Kratos Defense & Security Solutions in a report on Wednesday, July 8th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Kratos Defense & Security Solutions has an average rating of “Moderate Buy” and a consensus target price of $101.29.

View Our Latest Report on Kratos Defense & Security Solutions

Insider Transactions at Kratos Defense & Security Solutions In related news, SVP Marie Mendoza sold 1,500 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $57.93, for a total value of $86,895.00. Following the completion of the sale, the senior vice president directly owned 64,447 shares of the company’s stock, valued at $3,733,414.71. This represents a 2.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Deanna H. Lund sold 5,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $52.85, for a total transaction of $264,250.00. Following the transaction, the chief financial officer directly owned 285,405 shares in the company, valued at $15,083,654.25. This trade represents a 1.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 148,036 shares of company stock valued at $8,455,857 over the last three months. 1.50% of the stock is currently owned by corporate insiders.

Kratos Defense & Security Solutions Company Profile (Free Report)

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.

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

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Capital One Financial Corporation (NYSE:COF) will release its second quarter earnings report after the closing bell on Tuesday, July 21.

Analysts expect the McLean, Virginia-based company to report quarterly earnings of $4.74 per share, down from $5.48 per share in the year-ago period. The consensus estimate for Capital One Financial’s quarterly revenue is $15.77 billion. It reported $12.49 billion last year, according to Benzinga Pro.

On June 25, Capital One and Junior Achievement of Canada announced the launch of a national partnership to invest in youth financial literacy.

Capital One Financial shares fell 0.6% to close at $206.77 on Monday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

Considering buying COF stock? Here’s what analysts think:

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Revenue of $1.96 billion, up 7% year-over-year Net interest income up 9% year-over-year and 2% sequentially; net interest margin of 2.89%  increased 2 bps sequentially Period-end loans up $1.2 billion sequentially, with commercial and industrial loans up $2.1 billion or 3% Net charge-offs of 42 bps; allowance coverage ratio declined 4 bps sequentially to 1.56% Common Equity Tier 1 ratio of 11.2% (a) ; repurchased $341 million of common shares during the quarter CLEVELAND, July 21, 2026 /PRNewswire/ -- KeyCorp (NYSE: KEY) announced net income from continuing operations attributable to Key common shareholders of $472 million, or $0.44 per diluted common share,for the second quarter of 2026. For the first quarter of 2026, net income from continuing operations attributable to Key common shareholders was $486 million, or $0.44 per diluted common share.

[url="]Marqeta, Inc.[/url] (NASDAQ: MQ), the modern card issuing platform, today announced the expansion of its collaboration with [url="]Expensify[/url], a le

Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. grew its stake in Heico Corporation (NYSE:HEI – Free Report) by 80.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,049 shares of the aerospace company’s stock after acquiring an additional 12,085 shares during the quarter. Amova Asset Management Americas Inc.’s holdings in Heico were worth $7,415,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in HEI. Acadian Asset Management LLC boosted its position in Heico by 216.7% during the first quarter. Acadian Asset Management LLC now owns 1,381 shares of the aerospace company’s stock worth $368,000 after acquiring an additional 945 shares during the last quarter. Worldquant Millennium Advisors LLC acquired a new position in Heico in the 2nd quarter valued at $2,338,000. PDT Partners LLC lifted its stake in shares of Heico by 52.6% during the 2nd quarter. PDT Partners LLC now owns 39,019 shares of the aerospace company’s stock worth $12,798,000 after purchasing an additional 13,443 shares during the period. BI Asset Management Fondsmaeglerselskab A S lifted its stake in shares of Heico by 10.8% during the 2nd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 4,794 shares of the aerospace company’s stock worth $1,572,000 after purchasing an additional 468 shares during the period. Finally, IHT Wealth Management LLC boosted its holdings in shares of Heico by 2.1% during the second quarter. IHT Wealth Management LLC now owns 5,717 shares of the aerospace company’s stock worth $1,875,000 after purchasing an additional 117 shares during the last quarter. Hedge funds and other institutional investors own 27.12% of the company’s stock.

Heico Stock Performance Shares of HEI stock opened at $341.07 on Tuesday. The company’s fifty day simple moving average is $331.59 and its 200-day simple moving average is $317.81. The company has a current ratio of 2.92, a quick ratio of 1.36 and a debt-to-equity ratio of 0.53. Heico Corporation has a 52 week low of $256.11 and a 52 week high of $369.48. The company has a market cap of $47.63 billion, a PE ratio of 60.90, a P/E/G ratio of 3.55 and a beta of 1.03.

Heico (NYSE:HEI – Get Free Report) last released its quarterly earnings data on Wednesday, May 27th. The aerospace company reported $1.66 EPS for the quarter, beating the consensus estimate of $1.33 by $0.33. The company had revenue of $1.38 billion for the quarter, compared to analyst estimates of $1.25 billion. Heico had a return on equity of 17.52% and a net margin of 16.08%.The firm’s revenue was up 25.3% compared to the same quarter last year. During the same period last year, the company posted $1.12 earnings per share. As a group, equities research analysts anticipate that Heico Corporation will post 5.95 EPS for the current year.

Heico Announces Dividend The business also recently declared a dividend, which was paid on Wednesday, July 15th. Stockholders of record on Wednesday, July 1st were given a dividend of $0.13 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This represents a dividend yield of 7.0%. Heico’s dividend payout ratio (DPR) is presently 4.64%.

Insider Buying and Selling In related news, CAO Bradley K. Rowen sold 1,326 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $241.63, for a total value of $320,401.38. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 4.86% of the company’s stock.

Wall Street Analyst Weigh In Several equities analysts recently commented on the company. UBS Group reiterated a “neutral” rating and issued a $390.00 target price (up from $371.00) on shares of Heico in a research note on Monday, June 1st. Morgan Stanley set a $370.00 price target on Heico in a report on Wednesday, July 15th. Wells Fargo & Company set a $350.00 price objective on shares of Heico and gave the company an “equal weight” rating in a research note on Monday, June 1st. Truist Financial raised shares of Heico to a “strong-buy” rating in a research report on Friday, May 1st. Finally, Royal Bank Of Canada boosted their target price on shares of Heico from $375.00 to $390.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Three investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Heico currently has an average rating of “Moderate Buy” and a consensus price target of $374.56.

Check Out Our Latest Stock Analysis on HEI

Heico Profile (Free Report)

HEICO Corporation is an aerospace, defense and electronics company that designs, manufactures, and sells a range of products and provides repair and aftermarket services. Headquartered in Hollywood, Florida, HEICO supplies replacement components, repair services and engineered systems for commercial and business aviation, military and space markets as well as for selected industrial and medical customers. The company’s offerings are focused on sustaining and improving the reliability and availability of complex equipment across its end markets.

HEICO operates through two principal business areas.

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. decreased its position in shares of Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX – Free Report) by 12.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,419,221 shares of the company’s stock after selling 801,804 shares during the period. Amova Asset Management Americas Inc. owned about 1.03% of Recursion Pharmaceuticals worth $16,583,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in RXRX. Swiss National Bank increased its stake in Recursion Pharmaceuticals by 21.8% in the first quarter. Swiss National Bank now owns 877,000 shares of the company’s stock valued at $2,692,000 after acquiring an additional 156,700 shares during the last quarter. Ascent Wealth Partners LLC lifted its stake in Recursion Pharmaceuticals by 11.8% during the first quarter. Ascent Wealth Partners LLC now owns 28,081 shares of the company’s stock worth $86,000 after purchasing an additional 2,974 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Recursion Pharmaceuticals by 29.3% in the 1st quarter. Bank of New York Mellon Corp now owns 1,462,631 shares of the company’s stock valued at $4,490,000 after purchasing an additional 331,048 shares in the last quarter. Ethos Financial Group LLC boosted its holdings in shares of Recursion Pharmaceuticals by 80.4% in the 1st quarter. Ethos Financial Group LLC now owns 23,486 shares of the company’s stock valued at $72,000 after purchasing an additional 10,466 shares in the last quarter. Finally, Principal Financial Group Inc. increased its stake in shares of Recursion Pharmaceuticals by 49.4% in the 1st quarter. Principal Financial Group Inc. now owns 33,161 shares of the company’s stock valued at $102,000 after purchasing an additional 10,959 shares during the last quarter. 89.06% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth A number of research analysts have recently commented on RXRX shares. JPMorgan Chase & Co. dropped their target price on shares of Recursion Pharmaceuticals from $11.00 to $10.00 and set an “overweight” rating for the company in a report on Thursday, April 30th. Morgan Stanley boosted their target price on shares of Recursion Pharmaceuticals from $5.00 to $5.50 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Weiss Ratings reissued a “sell (d-)” rating on shares of Recursion Pharmaceuticals in a report on Tuesday, April 21st. Needham & Company LLC reiterated a “buy” rating and issued a $8.00 target price on shares of Recursion Pharmaceuticals in a research report on Thursday, May 7th. Finally, Wall Street Zen lowered Recursion Pharmaceuticals from a “hold” rating to a “sell” rating in a research note on Saturday, March 28th. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Recursion Pharmaceuticals presently has a consensus rating of “Hold” and a consensus price target of $8.10.

View Our Latest Stock Report on RXRX

Insider Buying and Selling at Recursion Pharmaceuticals In related news, CEO Najat Khan sold 23,588 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $3.58, for a total value of $84,445.04. Following the transaction, the chief executive officer directly owned 2,175,796 shares in the company, valued at $7,789,349.68. This trade represents a 1.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Blake Borgeson sold 40,000 shares of Recursion Pharmaceuticals stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $3.96, for a total transaction of $158,400.00. Following the completion of the sale, the director directly owned 6,218,287 shares of the company’s stock, valued at approximately $24,624,416.52. The trade was a 0.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 131,937 shares of company stock worth $486,974. 6.65% of the stock is owned by insiders.

Recursion Pharmaceuticals Trading Down 1.7% NASDAQ:RXRX opened at $2.89 on Tuesday. The firm’s fifty day moving average is $3.32 and its 200-day moving average is $3.59. The company has a debt-to-equity ratio of 0.01, a quick ratio of 5.47 and a current ratio of 5.47. Recursion Pharmaceuticals, Inc. has a 52 week low of $2.77 and a 52 week high of $7.18. The firm has a market cap of $1.53 billion, a P/E ratio of -2.41 and a beta of 1.00.

Recursion Pharmaceuticals (NASDAQ:RXRX – Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.30) by $0.08. The business had revenue of $6.47 million during the quarter, compared to the consensus estimate of $15.78 million. Recursion Pharmaceuticals had a negative net margin of 842.95% and a negative return on equity of 54.33%. Recursion Pharmaceuticals’s quarterly revenue was down 56.8% on a year-over-year basis. During the same quarter last year, the firm earned ($0.50) earnings per share. Equities analysts expect that Recursion Pharmaceuticals, Inc. will post -0.99 earnings per share for the current year.

Recursion Pharmaceuticals Profile (Free Report)

Recursion Pharmaceuticals, Inc (NASDAQ: RXRX) is a biopharmaceutical company that combines advanced automation, artificial intelligence and high-throughput biology to discover and develop novel therapeutics. The company’s proprietary platform integrates deep-learning algorithms with large-scale cellular imaging and chemical biology, enabling the rapid identification of potential drug candidates across a range of indications. By automating complex laboratory workflows and leveraging computational models, Recursion aims to accelerate the drug discovery process and expand the scope of targets that can be addressed.

At the core of Recursion’s offering is its digital biology platform, which captures billions of cell images under varying chemical and genetic perturbations.

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

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Posted by Defense World Staff on Jul 21st, 2026

AlTi Global Inc. bought a new position in shares of Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 10,396 shares of the technology infrastructure company’s stock, valued at approximately $1,194,000.

Several other large investors have also added to or reduced their stakes in the company. JFS Wealth Advisors LLC increased its stake in Akamai Technologies by 626.2% in the 4th quarter. JFS Wealth Advisors LLC now owns 305 shares of the technology infrastructure company’s stock worth $27,000 after buying an additional 263 shares in the last quarter. Sarver Vrooman Wealth Advisors bought a new position in shares of Akamai Technologies in the fourth quarter worth about $31,000. Root Financial Partners LLC grew its position in shares of Akamai Technologies by 45.8% during the fourth quarter. Root Financial Partners LLC now owns 350 shares of the technology infrastructure company’s stock worth $31,000 after purchasing an additional 110 shares in the last quarter. CYBER HORNET ETFs LLC bought a new stake in Akamai Technologies during the 2nd quarter valued at approximately $32,000. Finally, WealthCollab LLC raised its stake in Akamai Technologies by 154.2% during the 4th quarter. WealthCollab LLC now owns 394 shares of the technology infrastructure company’s stock valued at $34,000 after purchasing an additional 239 shares during the period. Hedge funds and other institutional investors own 94.28% of the company’s stock.

Insider Buying and Selling In other news, CTO Robert Blumofe sold 243 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $129.41, for a total value of $31,446.63. Following the completion of the sale, the chief technology officer directly owned 31,006 shares of the company’s stock, valued at $4,012,486.46. This trade represents a 0.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Kim Salem-Jackson sold 2,300 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $135.57, for a total value of $311,811.00. Following the transaction, the executive vice president directly owned 59,210 shares in the company, valued at approximately $8,027,099.70. This represents a 3.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 2.30% of the company’s stock.

Akamai Technologies Stock Up 2.4% Shares of AKAM opened at $123.13 on Tuesday. The company has a debt-to-equity ratio of 0.84, a current ratio of 2.06 and a quick ratio of 2.06. The stock has a market capitalization of $17.90 billion, a price-to-earnings ratio of 41.46, a price-to-earnings-growth ratio of 3.77 and a beta of 0.63. Akamai Technologies, Inc. has a 1 year low of $69.78 and a 1 year high of $165.45. The business’s 50 day simple moving average is $133.63 and its 200-day simple moving average is $113.20.

Akamai Technologies (NASDAQ:AKAM – Get Free Report) last posted its earnings results on Thursday, May 7th. The technology infrastructure company reported $1.61 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.61. Akamai Technologies had a net margin of 10.20% and a return on equity of 12.96%. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $1.07 billion. During the same period last year, the firm posted $1.70 earnings per share. Akamai Technologies’s revenue for the quarter was up 5.8% compared to the same quarter last year. Akamai Technologies has set its FY 2026 guidance at 6.400-7.150 EPS and its Q2 2026 guidance at 1.450-1.650 EPS. As a group, equities analysts expect that Akamai Technologies, Inc. will post 3.92 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades Several research analysts have weighed in on the company. Citigroup upped their price target on Akamai Technologies from $110.00 to $160.00 and gave the stock a “neutral” rating in a research note on Friday, May 15th. UBS Group boosted their target price on shares of Akamai Technologies from $110.00 to $160.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Raymond James Financial upped their target price on shares of Akamai Technologies from $140.00 to $170.00 in a research report on Monday, May 11th. Piper Sandler reaffirmed a “neutral” rating and set a $156.00 target price (up from $114.00) on shares of Akamai Technologies in a research note on Friday, May 8th. Finally, Scotiabank lifted their price target on shares of Akamai Technologies from $120.00 to $180.00 and gave the company a “sector outperform” rating in a report on Friday, May 8th. Twelve analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $145.29.

Read Our Latest Stock Analysis on AKAM

Akamai Technologies Company Profile (Free Report)

Akamai Technologies, Inc is a leading provider of content delivery network (CDN) services and cloud security solutions designed to optimize and safeguard digital experiences. Leveraging a globally distributed platform, the company accelerates web and mobile content delivery for enterprises, media companies, e-commerce platforms and government agencies. Its edge computing architecture brings processing power closer to end users, reducing latency and improving application performance across geographies.

The company’s core offerings include content acceleration, web and mobile performance optimization, media delivery, and a suite of cybersecurity solutions that protect against DDoS attacks, application-layer threats and bot-driven fraud.

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

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A securities fraud class action lawsuit has been filed on behalf of Insulet investors after its stock plummeted over 6% because of misrepresentation about the safety of Insulet's Omnipod products.

, /PRNewswire/ -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Insulet Corporation (NASDAQ:PODD) and certain of the Company's senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.

If you invested in Insulet, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/insulet-class-action-lawsuit.

Key Details of the Insulet ($PODD) Class Action:

Lead Plaintiff Deadline: August 31, 2026 Alleged Misconduct: Securities fraud relating to the safety of Insulet's Omnipod products Largest Alleged Stock Drop: March 12, 2026 – 6.88% Stock Drop  Court: U.S. District Court for the District of Massachusetts Take Action: Contact BFA Law to discuss your rights Insulet investors have until August 31, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Insulet securities. The class action is pending in the U.S. District Court for the District of Massachusetts. It is captioned Hu v. Insulet Corporation et al., No. 26-cv-13062.

Why is Insulet Being Sued for Securities Fraud?

Insulet is primarily engaged in the development, manufacture, and sale of insulin delivery systems for people with insulin-dependent diabetes through its Omnipod platform. The Omnipod platform includes: the Omnipod® 5 Automated Insulin Delivery System ("Omnipod 5"), the Omnipod DASH® Insulin Management System ("Omnipod DASH"), and the Omnipod Insulin Management System ("Omnipod Eros").

Throughout the relevant period, Insulet misrepresented the safety of its Omnipod products as well as its ability to efficiently produce "medical grade quality at consumer electronic scale."  In reality, certain of Insulet's products suffered from undisclosed manufacturing defects that put patient safety at risk.

Why did Insulet's Stock Drop?

On March 12, 2026, Insulet disclosed that a manufacturing issue with its Omnipod® 5 Pods caused a "tear in the internal tubing that delivers insulin" resulting in insulin being released inside the Pod "instead of being fully infused into the body as intended." Accordingly, Insulet "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods."

This news caused the price of Insulet stock to drop $16.23 per share, or 6.88%, from a closing price of $236.07 per share on March 12, 2026, to $219.84 per share on March 13, 2026.

On May 26, 2026, Insulet announced another voluntary Medical Device Correction due to a manufacturing issue, this time to its Omnipod 5, Omnipod DASH, and Omnipod Eros systems. It again indicated that the manufacturing issue resulted in a tear in the tubing which "could result in insulin under-delivery."

This news caused the price of Insulet stock to drop $7.79 per share, or 5.07%, from a closing price of $218.11 per share on May 26, 2026, to $146.01 per share on May 27, 2026.

Click here for more information: https://www.bfalaw.com/cases/insulet-class-action-lawsuit.

What Can You Do?

If you invested in Insulet, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/insulet-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, "Litigation Stars" by Benchmark Litigation, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters.

Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff's securities litigation law firm, with clients noting: "[t]here is no better service provider in the practice area," "[t]he interest of the client is always front and center," and "[t]here isn't a better firm in this space."  One testimonial described the firm as "nimble and entrepreneurial," with a "relentless focus on adding value for clients."

Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/insulet-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

SOURCE Bleichmar Fonti & Auld LLP

Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC cut its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 6.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 215,756 shares of the utilities provider’s stock after selling 14,398 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Entergy were worth $24,506,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Pinnacle Wealth Management Advisory Group LLC grew its stake in shares of Entergy by 3.6% in the 1st quarter. Pinnacle Wealth Management Advisory Group LLC now owns 2,623 shares of the utilities provider’s stock worth $295,000 after buying an additional 90 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its holdings in shares of Entergy by 9.2% during the first quarter. Whittier Trust Co. of Nevada Inc. now owns 1,096 shares of the utilities provider’s stock valued at $126,000 after acquiring an additional 92 shares in the last quarter. Aristotle Capital Management LLC raised its position in shares of Entergy by 4.4% in the 4th quarter. Aristotle Capital Management LLC now owns 2,280 shares of the utilities provider’s stock worth $211,000 after purchasing an additional 96 shares during the last quarter. Founders Financial Securities LLC raised its position in shares of Entergy by 2.5% in the 1st quarter. Founders Financial Securities LLC now owns 4,094 shares of the utilities provider’s stock worth $481,000 after purchasing an additional 101 shares during the last quarter. Finally, Rehmann Capital Advisory Group boosted its stake in Entergy by 2.8% in the 4th quarter. Rehmann Capital Advisory Group now owns 3,807 shares of the utilities provider’s stock worth $352,000 after purchasing an additional 102 shares in the last quarter. 88.07% of the stock is currently owned by institutional investors.

Insider Activity at Entergy In related news, insider Haley Fisackerly sold 10,638 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $110.00, for a total transaction of $1,170,180.00. Following the completion of the sale, the insider owned 14,182 shares in the company, valued at approximately $1,560,020. This represents a 42.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades Several brokerages recently commented on ETR. UBS Group reissued a “buy” rating and set a $135.00 price objective (up from $131.00) on shares of Entergy in a research report on Thursday, April 30th. Weiss Ratings raised shares of Entergy from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, May 14th. Jefferies Financial Group reiterated a “buy” rating on shares of Entergy in a research note on Wednesday, June 10th. Evercore set a $123.00 price target on shares of Entergy in a report on Wednesday, June 10th. Finally, Barclays reduced their price target on shares of Entergy from $124.00 to $119.00 and set an “overweight” rating for the company in a research report on Wednesday, June 3rd. Seventeen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $120.21.

Check Out Our Latest Research Report on Entergy

Entergy Price Performance ETR opened at $111.99 on Tuesday. The company’s 50-day simple moving average is $112.18 and its two-hundred day simple moving average is $107.18. The company has a debt-to-equity ratio of 1.80, a quick ratio of 0.73 and a current ratio of 0.96. The stock has a market capitalization of $51.28 billion, a P/E ratio of 28.57, a P/E/G ratio of 1.93 and a beta of 0.50. Entergy Corporation has a 52-week low of $86.12 and a 52-week high of $118.44.

Entergy (NYSE:ETR – Get Free Report) last issued its earnings results on Wednesday, April 29th. The utilities provider reported $0.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.84 by $0.02. The company had revenue of $3.19 billion for the quarter, compared to analysts’ expectations of $2.89 billion. Entergy had a net margin of 13.48% and a return on equity of 10.75%. During the same quarter last year, the company posted $0.82 earnings per share. Entergy has set its FY 2026 guidance at 4.250-4.450 EPS. As a group, analysts predict that Entergy Corporation will post 4.4 EPS for the current year.

About Entergy (Free Report)

Entergy Corporation (NYSE:ETR) is an integrated energy company headquartered in New Orleans, Louisiana, that generates, transmits and distributes electricity. The company’s operations combine regulated utility services with competitive power production, supplying retail electricity to residential, commercial and industrial customers while also participating in wholesale energy markets. Entergy’s generation fleet includes nuclear, natural gas, hydropower and other resources, and it operates a network of transmission and distribution assets to deliver power to end users.

Entergy conducts its regulated utility business through state-based operating subsidiaries that serve customers across parts of Arkansas, Louisiana, Mississippi and southeast Texas.

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

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Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden lowered its holdings in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 37.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 64,666 shares of the company’s stock after selling 39,497 shares during the quarter. Andra AP fonden’s holdings in AppLovin were worth $25,737,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Cassaday & Co Wealth Management LLC acquired a new position in shares of AppLovin in the first quarter valued at approximately $25,000. Commerzbank Aktiengesellschaft FI lifted its position in AppLovin by 7.9% in the 1st quarter. Commerzbank Aktiengesellschaft FI now owns 3,028 shares of the company’s stock valued at $1,205,000 after acquiring an additional 222 shares in the last quarter. Meeder Advisory Services Inc. boosted its stake in AppLovin by 5.8% in the 1st quarter. Meeder Advisory Services Inc. now owns 4,450 shares of the company’s stock worth $1,771,000 after purchasing an additional 244 shares during the period. WCM Investment Management LLC boosted its stake in AppLovin by 5.2% in the 1st quarter. WCM Investment Management LLC now owns 5,001,600 shares of the company’s stock worth $1,860,995,000 after purchasing an additional 245,290 shares during the period. Finally, KBC Group NV increased its holdings in AppLovin by 2.1% during the 1st quarter. KBC Group NV now owns 255,447 shares of the company’s stock worth $101,667,000 after purchasing an additional 5,223 shares in the last quarter. Institutional investors own 41.85% of the company’s stock.

Analysts Set New Price Targets A number of analysts have recently commented on the company. Needham & Company LLC restated a “buy” rating and issued a $700.00 price target on shares of AppLovin in a report on Thursday, May 28th. Morgan Stanley reissued an “overweight” rating on shares of AppLovin in a research report on Wednesday, May 27th. Argus began coverage on AppLovin in a research note on Tuesday, April 14th. They issued a “buy” rating and a $520.00 target price on the stock. Benchmark reaffirmed a “buy” rating on shares of AppLovin in a research report on Wednesday, June 10th. Finally, Wells Fargo & Company raised their price target on shares of AppLovin from $571.00 to $575.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $668.45.

Check Out Our Latest Analysis on APP

AppLovin Trading Up 0.0% AppLovin stock opened at $424.60 on Tuesday. The company has a market cap of $142.64 billion, a price-to-earnings ratio of 36.48, a P/E/G ratio of 0.69 and a beta of 2.49. The firm has a 50-day moving average of $504.94 and a 200-day moving average of $485.82. The company has a debt-to-equity ratio of 1.49, a current ratio of 3.24 and a quick ratio of 3.24. AppLovin Corporation has a one year low of $343.00 and a one year high of $745.61.

AppLovin (NASDAQ:APP – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $3.56 earnings per share for the quarter, topping the consensus estimate of $3.44 by $0.12. AppLovin had a return on equity of 219.37% and a net margin of 64.29%.The firm had revenue of $1.84 billion for the quarter, compared to analyst estimates of $1.77 billion. During the same quarter in the previous year, the firm earned $1.67 EPS. The business’s quarterly revenue was up 58.9% on a year-over-year basis. On average, equities analysts expect that AppLovin Corporation will post 15.93 earnings per share for the current fiscal year.

Insider Activity In other AppLovin news, CEO Arash Adam Foroughi sold 33,042 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $486.95, for a total transaction of $16,089,801.90. Following the transaction, the chief executive officer owned 2,369,351 shares of the company’s stock, valued at $1,153,755,469.45. The trade was a 1.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Victoria Valenzuela sold 20,000 shares of the firm’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $565.89, for a total value of $11,317,800.00. Following the sale, the insider directly owned 243,961 shares of the company’s stock, valued at $138,055,090.29. This represents a 7.58% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 393,000 shares of company stock valued at $197,297,363. 12.81% of the stock is owned by insiders.

AppLovin Company Profile (Free Report)

AppLovin Corporation is a Palo Alto–based mobile technology company that provides software and services to help app developers grow and monetize their businesses. The company operates a data-driven advertising and marketing platform that connects app publishers and advertisers, delivering tools for user acquisition, monetization, analytics and creative optimization. AppLovin’s technology is integrated into a broad set of mobile applications through software development kits (SDKs) and ad products designed to maximize revenue and engagement for developers.

Key components of AppLovin’s offering include an ad mediation and exchange platform that enables publishers to manage and monetize inventory across multiple demand sources, and a user-acquisition platform that helps advertisers target and scale campaigns.

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. lessened its position in shares of Aurora Innovation, Inc. (NASDAQ:AUR – Free Report) by 2.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,277,469 shares of the company’s stock after selling 161,676 shares during the period. Amova Asset Management Americas Inc. owned 0.32% of Aurora Innovation worth $25,800,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Ascent Wealth Partners LLC increased its stake in shares of Aurora Innovation by 9.6% in the first quarter. Ascent Wealth Partners LLC now owns 15,820 shares of the company’s stock worth $65,000 after purchasing an additional 1,389 shares in the last quarter. Abel Hall LLC lifted its stake in shares of Aurora Innovation by 21.0% during the 4th quarter. Abel Hall LLC now owns 13,596 shares of the company’s stock valued at $52,000 after buying an additional 2,356 shares in the last quarter. World Investment Advisors lifted its stake in shares of Aurora Innovation by 7.4% during the 4th quarter. World Investment Advisors now owns 34,812 shares of the company’s stock valued at $134,000 after buying an additional 2,406 shares in the last quarter. Cerity Partners LLC boosted its holdings in Aurora Innovation by 20.1% in the 2nd quarter. Cerity Partners LLC now owns 14,686 shares of the company’s stock worth $77,000 after buying an additional 2,458 shares during the period. Finally, Finivi Inc. boosted its holdings in Aurora Innovation by 2.5% in the 4th quarter. Finivi Inc. now owns 104,911 shares of the company’s stock worth $403,000 after buying an additional 2,530 shares during the period. Institutional investors own 44.71% of the company’s stock.

Aurora Innovation Trading Up 0.5% Aurora Innovation stock opened at $6.09 on Tuesday. Aurora Innovation, Inc. has a 1-year low of $3.60 and a 1-year high of $8.56. The firm has a market capitalization of $11.94 billion, a PE ratio of -13.84 and a beta of 2.63. The firm’s 50 day simple moving average is $6.67 and its 200 day simple moving average is $5.35.

Aurora Innovation (NASDAQ:AUR – Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The company reported ($0.11) EPS for the quarter, beating the consensus estimate of ($0.12) by $0.01. The firm had revenue of $1.00 million during the quarter, compared to the consensus estimate of $0.97 million. Aurora Innovation had a negative net margin of 20,775.00% and a negative return on equity of 40.45%. Aurora Innovation’s revenue was down 66.7% on a year-over-year basis. Research analysts forecast that Aurora Innovation, Inc. will post -0.47 earnings per share for the current year.

Analyst Ratings Changes A number of equities research analysts have issued reports on AUR shares. Needham & Company LLC reissued a “buy” rating and set a $13.00 target price on shares of Aurora Innovation in a report on Thursday, May 7th. The Goldman Sachs Group raised their price target on Aurora Innovation from $4.00 to $5.00 and gave the stock a “neutral” rating in a report on Friday, April 17th. Northland Securities began coverage on Aurora Innovation in a research report on Friday, May 29th. They issued an “outperform” rating and a $11.00 price target for the company. TD Cowen lifted their price target on Aurora Innovation from $4.70 to $7.00 and gave the company a “hold” rating in a research report on Thursday, May 7th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Aurora Innovation in a research note on Friday. Seven equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $12.25.

Read Our Latest Research Report on Aurora Innovation

Insider Buying and Selling at Aurora Innovation In other Aurora Innovation news, Director David M. Wehner acquired 82,500 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was bought at an average price of $6.04 per share, with a total value of $498,300.00. Following the completion of the purchase, the director owned 246,519 shares of the company’s stock, valued at approximately $1,488,974.76. This represents a 50.30% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Reid Hoffman sold 1,202,354 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $7.27, for a total value of $8,741,113.58. The disclosure for this sale is available in the SEC filing. Insiders have sold 7,048,487 shares of company stock valued at $54,295,119 in the last three months. 8.52% of the stock is owned by corporate insiders.

About Aurora Innovation (Free Report)

Aurora Innovation, Inc is a technology company specializing in the development of self-driving vehicle systems for both passenger and commercial applications. Headquartered in Mountain View, California, Aurora has built an end-to-end platform—known as the Aurora Driver—that integrates proprietary software, machine learning algorithms and a suite of sensors (LiDAR, radar and cameras) to enable vehicles to operate safely and efficiently in diverse driving environments.

The company’s core business revolves around designing, testing and deploying its autonomy stack on vehicles from established automotive and transportation partners.

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

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RICHMOND, Va.--(BUSINESS WIRE)--2Q 2026 Earnings release.

Posted by Defense World Staff on Jul 21st, 2026

AlTi Global Inc. acquired a new stake in Energy Transfer LP (NYSE:ET – Free Report) during the first quarter, according to its most recent filing with the SEC. The firm acquired 65,458 shares of the pipeline company’s stock, valued at approximately $1,263,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in ET. Basepoint Wealth LLC acquired a new position in Energy Transfer during the 4th quarter valued at about $25,000. Gables Capital Management Inc. grew its position in shares of Energy Transfer by 60.0% during the 4th quarter. Gables Capital Management Inc. now owns 1,600 shares of the pipeline company’s stock worth $26,000 after buying an additional 600 shares during the period. Sarver Vrooman Wealth Advisors acquired a new stake in shares of Energy Transfer during the 4th quarter worth approximately $32,000. Navalign LLC bought a new stake in shares of Energy Transfer during the fourth quarter worth approximately $37,000. Finally, Vermillion Wealth Management Inc. raised its stake in shares of Energy Transfer by 69.5% during the fourth quarter. Vermillion Wealth Management Inc. now owns 2,351 shares of the pipeline company’s stock worth $39,000 after buying an additional 964 shares during the last quarter. 38.22% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes A number of equities analysts have issued reports on ET shares. Scotiabank reaffirmed an “outperform” rating on shares of Energy Transfer in a research note on Tuesday, May 12th. TD Cowen reiterated a “buy” rating and set a $24.00 target price (up from $23.00) on shares of Energy Transfer in a research report on Thursday. Truist Financial began coverage on Energy Transfer in a research note on Tuesday, March 24th. They issued a “buy” rating and a $23.00 price target on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Energy Transfer in a research report on Friday, June 5th. Finally, Barclays reaffirmed an “overweight” rating and set a $23.00 price objective (up from $22.00) on shares of Energy Transfer in a research note on Thursday, May 14th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Energy Transfer presently has an average rating of “Buy” and an average price target of $23.55.

View Our Latest Analysis on Energy Transfer

Energy Transfer Stock Down 0.2% Shares of NYSE:ET opened at $20.28 on Tuesday. The company has a 50 day moving average price of $19.53 and a two-hundred day moving average price of $18.88. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.93 and a current ratio of 1.17. The company has a market capitalization of $69.77 billion, a PE ratio of 16.90, a PEG ratio of 1.18 and a beta of 0.55. Energy Transfer LP has a 52 week low of $16.18 and a 52 week high of $20.70.

Energy Transfer (NYSE:ET – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The pipeline company reported $0.35 earnings per share for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.05). Energy Transfer had a return on equity of 9.77% and a net margin of 4.66%.The firm had revenue of $27.77 billion for the quarter, compared to the consensus estimate of $25.78 billion. During the same period in the prior year, the business earned $0.36 earnings per share. The company’s revenue for the quarter was up 32.1% compared to the same quarter last year. Analysts forecast that Energy Transfer LP will post 1.43 earnings per share for the current year.

Energy Transfer Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 20th. Shareholders of record on Friday, May 8th were issued a dividend of $0.3375 per share. This is a boost from Energy Transfer’s previous quarterly dividend of $0.34. This represents a $1.35 annualized dividend and a yield of 6.7%. The ex-dividend date was Friday, May 8th. Energy Transfer’s dividend payout ratio is presently 112.50%.

Energy Transfer Company Profile (Free Report)

Energy Transfer (NYSE: ET) is a Dallas-based midstream energy company that develops and operates infrastructure for the transportation, storage and processing of hydrocarbons. The company’s operations focus on moving and storing natural gas, natural gas liquids (NGLs), crude oil and refined products through an integrated network of pipelines, terminals, storage facilities and processing plants. Energy Transfer provides core midstream services such as gathering, compression, fractionation, processing, and bulk transportation to support production and downstream supply chains.

Its asset base spans an extensive network across the United States, connecting producing regions, processing centers, petrochemical hubs and coastal and inland markets.

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

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Macro Bank (BMA - Free Report) : This leading bank in Argentina has a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.4% over the last 60 days.

Macro Bank has a PEG ratio of 0.58 compared with 0.86 for the industry. The company possesses a Growth Score of A.

Five Below, Inc. (FIVE - Free Report) : This specialty retail company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.4% over the last 60 days.

Five Below has a PEG ratio of 1.07 compared with 2.14 for the industry. The company possesses a Growth Score of A.

Dycom Industries, Inc. (DY - Free Report) : This infrastructure services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 18.1% over the last 60 days.

Dycom Industries has a PEG ratio of 0.68 compared with 1.24 for the industry. The company possesses a Growth Score of A.

See the full list of top ranked stocks here.

Learn more about the Growth score and how it is calculated here.

Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC decreased its holdings in Rollins, Inc. (NYSE:ROL – Free Report) by 17.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 438,205 shares of the business services provider’s stock after selling 91,994 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.09% of Rollins worth $23,440,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new position in shares of Rollins during the fourth quarter worth approximately $244,669,000. Pictet Asset Management Holding SA grew its position in Rollins by 188.2% during the first quarter. Pictet Asset Management Holding SA now owns 2,908,818 shares of the business services provider’s stock worth $155,335,000 after buying an additional 1,899,515 shares in the last quarter. Vanguard Group Inc. grew its position in Rollins by 4.3% during the fourth quarter. Vanguard Group Inc. now owns 38,282,523 shares of the business services provider’s stock worth $2,297,717,000 after buying an additional 1,562,241 shares in the last quarter. USS Investment Management Ltd increased its stake in Rollins by 55.9% during the 1st quarter. USS Investment Management Ltd now owns 3,131,337 shares of the business services provider’s stock worth $167,260,000 after acquiring an additional 1,123,237 shares during the period. Finally, Bessemer Group Inc. increased its stake in Rollins by 11,772.1% during the 4th quarter. Bessemer Group Inc. now owns 1,084,398 shares of the business services provider’s stock worth $65,086,000 after acquiring an additional 1,075,264 shares during the period. Institutional investors own 51.79% of the company’s stock.

Wall Street Analysts Forecast Growth A number of brokerages recently commented on ROL. Citigroup assumed coverage on Rollins in a research report on Wednesday, July 15th. They issued a “neutral” rating and a $46.00 price target on the stock. Sanford C. Bernstein cut shares of Rollins from an “outperform” rating to a “market perform” rating and cut their price objective for the stock from $70.00 to $52.00 in a research report on Friday, May 29th. Loop Capital started coverage on shares of Rollins in a research note on Monday, April 13th. They set a “hold” rating and a $56.00 price objective on the stock. The Goldman Sachs Group reissued a “buy” rating and issued a $67.00 target price on shares of Rollins in a report on Thursday, April 23rd. Finally, UBS Group set a $50.00 target price on shares of Rollins in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $60.87.

Get Our Latest Stock Report on Rollins

Rollins Stock Down 0.6% Shares of NYSE ROL opened at $44.82 on Tuesday. The company has a market cap of $21.58 billion, a price-to-earnings ratio of 41.12, a PEG ratio of 2.77 and a beta of 0.75. The company has a current ratio of 0.65, a quick ratio of 0.59 and a debt-to-equity ratio of 0.35. Rollins, Inc. has a 12 month low of $41.50 and a 12 month high of $66.14. The stock has a 50-day moving average price of $47.05 and a two-hundred day moving average price of $54.23.

Rollins (NYSE:ROL – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The business services provider reported $0.24 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.24. The company had revenue of $906.42 million for the quarter, compared to the consensus estimate of $895.17 million. Rollins had a net margin of 13.77% and a return on equity of 38.37%. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period last year, the company posted $0.22 EPS. As a group, analysts forecast that Rollins, Inc. will post 1.24 earnings per share for the current fiscal year.

Key Headlines Impacting Rollins Here are the key news stories impacting Rollins this week:

Positive Sentiment: Analysts expect Rollins’ second-quarter revenue and earnings to increase, supported by acquisitions, market expansion, cross-selling and pricing power. Rollins is Set to Report Q2 Earnings: Here’s What You Should Know Positive Sentiment: Another preview said investors should watch key operating metrics, signaling that results could show continued underlying business momentum. Rollins (ROL) Q2 Earnings on the Horizon: Analysts’ Insights on Key Performance Measures Neutral Sentiment: A market commentary piece said Rollins’ revenue beat and rising EPS estimates are favorable for shareholders, but it was more interpretive than a new catalyst. What Rollins (ROL)’s Revenue Beat and Rising EPS Estimates Mean For Shareholders About Rollins (Free Report)

Rollins, Inc (NYSE: ROL) is a provider of pest and termite control services operating through a network of subsidiaries and franchises. Headquartered in Atlanta, Georgia, the company offers a broad range of pest management solutions for both residential and commercial customers, positioning itself as a specialist in protecting property and public health from pests and vectors.

Its service offerings include general pest control, termite inspection and treatment, bed bug remediation, mosquito and vector control, wildlife exclusion, and related specialty services.

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

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Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC cut its stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 7.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 43,198 shares of the company’s stock after selling 3,332 shares during the quarter. Allspring Global Investments Holdings LLC owned about 0.05% of IDEXX Laboratories worth $24,392,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Elyxium Wealth LLC purchased a new stake in shares of IDEXX Laboratories in the 4th quarter valued at about $3,666,459,000. J. Stern & Co. LLP grew its stake in IDEXX Laboratories by 23,694.7% in the 4th quarter. J. Stern & Co. LLP now owns 2,653,351 shares of the company’s stock worth $1,795,072,000 after buying an additional 2,642,200 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of IDEXX Laboratories by 63,503.9% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,444,445 shares of the company’s stock worth $977,210,000 after buying an additional 1,442,174 shares during the last quarter. Wellington Management Group LLP increased its holdings in shares of IDEXX Laboratories by 318.1% in the 4th quarter. Wellington Management Group LLP now owns 779,214 shares of the company’s stock worth $527,162,000 after buying an additional 592,834 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of IDEXX Laboratories during the 4th quarter valued at $332,265,000. 87.84% of the stock is currently owned by institutional investors.

IDEXX Laboratories Stock Down 0.6% Shares of NASDAQ:IDXX opened at $563.81 on Tuesday. The stock has a market capitalization of $44.47 billion, a P/E ratio of 41.52, a price-to-earnings-growth ratio of 3.10 and a beta of 1.55. The stock’s 50-day moving average price is $555.13 and its 200-day moving average price is $598.49. The company has a current ratio of 1.12, a quick ratio of 0.82 and a debt-to-equity ratio of 0.19. IDEXX Laboratories, Inc. has a 12-month low of $513.02 and a 12-month high of $769.98.

IDEXX Laboratories (NASDAQ:IDXX – Get Free Report) last issued its earnings results on Tuesday, May 5th. The company reported $3.47 earnings per share for the quarter, beating the consensus estimate of $3.41 by $0.06. IDEXX Laboratories had a return on equity of 70.87% and a net margin of 24.63%.The company had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.12 billion. During the same period in the prior year, the business posted $2.91 EPS. IDEXX Laboratories’s quarterly revenue was up 14.3% compared to the same quarter last year. IDEXX Laboratories has set its FY 2026 guidance at 14.450-14.900 EPS. On average, equities analysts anticipate that IDEXX Laboratories, Inc. will post 14.68 earnings per share for the current year.

Analyst Upgrades and Downgrades IDXX has been the subject of a number of research analyst reports. Weiss Ratings downgraded shares of IDEXX Laboratories from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, July 14th. Wall Street Zen lowered IDEXX Laboratories from a “buy” rating to a “hold” rating in a research note on Sunday, July 12th. Citigroup began coverage on IDEXX Laboratories in a report on Wednesday, April 15th. They issued a “neutral” rating and a $650.00 price objective for the company. UBS Group reduced their price objective on IDEXX Laboratories from $730.00 to $640.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 28th. Finally, Stifel Nicolaus decreased their price objective on IDEXX Laboratories from $775.00 to $675.00 and set a “buy” rating on the stock in a report on Tuesday, March 31st. Six investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $751.00.

Get Our Latest Report on IDXX

About IDEXX Laboratories (Free Report)

IDEXX Laboratories, Inc (NASDAQ: IDXX) is a global developer, manufacturer and provider of diagnostic products and services primarily for the animal health, water testing and food safety markets. Headquartered in Westbrook, Maine, the company supplies in-clinic diagnostic instruments, consumables, reference laboratory testing and practice-management tools that support veterinarians, livestock and dairy producers, and utilities and food producers worldwide.

IDEXX’s product portfolio includes point-of-care tests and immunoassays designed for rapid diagnosis in veterinary clinics, in-clinic chemistry and hematology analyzers, automated urinalysis systems, and digital diagnostic solutions.

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

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Key Takeaways:

Parsons delivers integrated industrial base modernization and advanced manufacturing solutions that accelerate mission readiness across defense and infrastructure markets worldwide.Parsons’ enterprise-wide delivery model unites expertise across its Federal Solutions and Critical Infrastructure segments to deliver complete industrial ecosystems at speed and scale.With global execution and proven programs, Parsons supports urgent national security and economic priorities driven by rising demand and sustained government investment in industrial capacity. CHANTILLY, Va., July 21, 2026 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE: PSN) today highlighted its delivery of integrated industrial base modernization and advanced manufacturing solutions that are strengthening national security, enabling global infrastructure resilience, and accelerating delivery of mission-critical capabilities across defense and commercial markets.

As demand intensifies to modernize aging infrastructure and scale production of critical capabilities, Parsons delivers integrated, end-to-end solutions that transform how industrial capacity is built, modernized, and sustained. By combining deep engineering expertise, advanced technologies, and global program delivery, the company enables customers to expand production, strengthen supply chains, and deliver operational capability in real time.

“Industrial base modernization is no longer a future priority; it’s an immediate operational requirement,” said Martin Boson, president of Engineered Systems for Parsons. “We are helping redefine how the defense industrial base is modernized, integrating advanced manufacturing, infrastructure, and digital capabilities to rapidly scale production, improve readiness, and deliver mission-critical capacity for today’s and tomorrow’s threats.”

Parsons differentiates through a fully integrated delivery model that unifies planning, engineering, program and construction management, advanced manufacturing, cybersecurity, and environmental solutions expertise into a single approach. This enables the company to deliver complete industrial ecosystems rather than standalone facilities, accelerating timelines, reducing risk, and ensuring mission success. By leveraging capabilities across both its Federal Solutions and Critical Infrastructure segments, Parsons bridges traditionally siloed markets and delivers mission-aligned solutions at scale.

“Industrial base modernization requires more than expanding production; it demands the infrastructure, energy, and systems that sustain it,” said Mark Fialkowski, president of Infrastructure North America for Parsons. “We are delivering integrated solutions across critical infrastructure, from data centers and energy systems to industrial development, to help our customers strengthen resilience, enable economic growth, and build the industrial ecosystems needed to support both national security and commercial demands.”

Parsons’ capabilities span the full spectrum of defense industrial base modernization priorities, from modernizing Army munitions and ammunition facilities to upgrading legacy infrastructure across depots, arsenals, and manufacturing plants. This is demonstrated by the company’s growing role in the U.S. Army’s Organic Industrial Base, including a $169.5 million design-build contract with the U.S. Army Corps of Engineers to deliver a new Ammonium Nitrate Solution Tank Farm at Holston Army Ammunition Plant. The company also supports expanded production capacity through work on Nammo’s new rocket motor production facility in Perry, Florida, strengthening production scale, supply chain resilience, and operational readiness.

The company also delivers complex energetics and specialized facilities, as demonstrated by the Blue Grass Chemical Weapons Stockpile Destruction Project, where Parsons played a central role in the design, construction, operation, and closure of the facility that safely eliminated the nation’s remaining chemical weapons stockpile in support of critical national security objectives. This legacy chemical demilitarization expertise reflects Parsons’ ability to execute highly complex, high-consequence industrial programs requiring advanced safety, regulatory, environmental, and operational expertise.

Beyond the United States, Parsons is executing large-scale industrial and infrastructure programs globally. In the Middle East, the company is advancing economic diversification and industrial growth through initiatives such as the Al Karaana Special Economic Zone in Qatar. Our long record of developing large industrial cities and special economic zones in Saudi Arabia, dating back to the 1970s, such as Jazan and Yanbu Industrial Cities, enables integrated development and long-term resilience. Parsons also delivers mission-critical data center infrastructure across the region to support AI, digital transformation, and secure operations, while strengthening supply chains tied to critical minerals and advanced manufacturing.

In parallel, Parsons is advancing high-tech manufacturing ecosystems, including semiconductor-related infrastructure that strengthens domestic and allied production capacity and enables more resilient supply chains through critical minerals sourcing, processing, and distribution.

The company further integrates digital engineering, environmental remediation, and critical infrastructure protection to modernize legacy industrial sites and enable next-generation manufacturing. By combining lifecycle optimization, regulatory alignment, and mission-critical cybersecurity and physical protection, the company delivers resilient, high-performance facilities designed for sustained operations in complex and contested environments. Its program advisory expertise, including long-standing support to the Department of Energy and the Department of War, helps translate evolving mission requirements into executable infrastructure investments that strengthen the full industrial ecosystem from production through distribution.

Parsons also delivers the critical infrastructure that powers and sustains industrial capacity, including energy and microgrid solutions and industrial water and wastewater systems. In addition, the company is also advancing nuclear energy solutions critical to powering next-generation industrial capacity and strengthening energy resilience. The integrated energy capabilities are delivered across the full lifecycle, supporting both national security missions and commercial energy infrastructure, including energy-intensive industries such as advanced manufacturing and data centers.

These capabilities extend across North America, the Middle East, and other key markets, including Canada, where Parsons supports infrastructure and industrial development aligned with national growth and resource priorities. This global reach, combined with deep technical expertise, positions Parsons to deliver consistent, high-impact outcomes across diverse operational environments.

Demand for industrial base modernization continues to accelerate, driven by geopolitical competition, supply chain vulnerabilities, and significant government investment in munitions production, advanced manufacturing, and critical infrastructure. Parsons is directly aligned with these priorities, helping customers respond to urgent operational needs while building long-term resilience.

With decades of experience delivering complex industrial and infrastructure programs, Parsons continues to enable the next generation of scalable, resilient, and secure industrial capacity, delivering capability at the speed and scale today’s missions demand.

To learn more about Parsons’ industrial base modernization capabilities, visit parsons.com/industrial-base-modernization/ and parsons.com/manufacturing/.

About Parsons 

Parsons (NYSE: PSN) is a leading disruptive technology provider in the national security and global infrastructure markets, with capabilities across cyber and electronic warfare, space and missile defense, transportation, water and environment, urban development, and critical infrastructure protection. Please visit Parsons.com and follow us on LinkedIn to learn how we’re making an impact. 

Forward-Looking Statements 

This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based on our current expectations, beliefs and assumptions, and are not guarantees of future performance. Forward-looking statements are inherently subject to uncertainties, risks, changes in circumstances, trends and factors that are difficult to predict, many of which are outside of our control. Accordingly, actual performance, results and events may vary materially from those indicated in the forward-looking statements, and you should not rely on the forward-looking statements as predictions of future performance, results or events. Numerous factors could cause actual future performance, results and events to differ materially from those indicated in the forward-looking statements, including, among others: any issue that compromises our relationships with the U.S. federal government or its agencies or other state, local or foreign governments or agencies; any issues that damage our professional reputation; changes in governmental priorities that shift expenditures away from agencies or programs that we support; our dependence on long-term government contracts, which are subject to the government’s budgetary approval process; the size of our addressable markets and the amount of government spending on private contractors; failure by us or our employees to obtain and maintain necessary security clearances or certifications; failure to comply with numerous laws and regulations; changes in government procurement, contract or other practices or the adoption by governments of new laws, rules, regulations and programs in a manner adverse to us; the termination or nonrenewal of our government contracts, particularly our contracts with the U.S. federal government; our ability to compete effectively in the competitive bidding process and delays, contract terminations or cancellations caused by competitors’ protests of major contract awards received by us; our ability to generate revenue under certain of our contracts; any inability to attract, train or retain employees with the requisite skills, experience and security clearances; the loss of members of senior management or failure to develop new leaders; misconduct or other improper activities from our employees or subcontractors; our ability to realize the full value of our backlog and the timing of our receipt of revenue under contracts included in backlog; changes in the mix of our contracts and our ability to accurately estimate or otherwise recover expenses, time and resources for our contracts; changes in estimates used in recognizing revenue; internal system or service failures and security breaches; and inherent uncertainties and potential adverse developments in legal proceedings, including litigation, audits, reviews and investigations, which may result in materially adverse judgments, settlements or other unfavorable outcomes. These factors are not exhaustive and additional factors could adversely affect our business and financial performance. For a discussion of additional factors that could materially adversely affect our business and financial performance, see the factors included under the caption “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, and our other filings with the Securities and Exchange Commission. All forward-looking statements are based on currently available information and speak only as of the date on which they are made. We assume no obligation to update any forward-looking statement made in this press release that becomes untrue because of subsequent events, new information or otherwise, except to the extent we are required to do so by law. 

Media Contact:
Bernadette Miller
+1 980.253.9781
[email protected]

Investor Relations Contact:
Dave Spille
+1 703.775.6191
[email protected]

Andra AP fonden lifted its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 96.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 239,588 shares of the electronics maker’s stock after buying an additional 117,453 shares during the period. Andra AP fonden’s holdings in Amphenol were worth $30,272,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Amphenol by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after buying an additional 1,322,682 shares during the period. J. Stern & Co. LLP lifted its holdings in shares of Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares in the last quarter. State Street Corp boosted its position in Amphenol by 1.6% during the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after purchasing an additional 888,526 shares during the period. JPMorgan Chase & Co. boosted its position in Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Finally, Geode Capital Management LLC increased its holdings in Amphenol by 2.5% in the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after purchasing an additional 748,813 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Down 0.5% NYSE:APH opened at $150.50 on Tuesday. The stock has a market cap of $185.15 billion, a price-to-earnings ratio of 43.25, a price-to-earnings-growth ratio of 1.29 and a beta of 1.24. Amphenol Corporation has a one year low of $95.19 and a one year high of $178.52. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The business’s 50-day simple moving average is $150.36 and its 200 day simple moving average is $144.16.

Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Insider Buying and Selling at Amphenol In other news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Over the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In A number of research analysts have commented on the company. JPMorgan Chase & Co. boosted their price objective on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Robert W. Baird set a $177.00 target price on Amphenol in a research note on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. TD Cowen restated a “hold” rating and issued a $175.00 price target (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. Finally, Jefferies Financial Group increased their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus target price of $186.00.

Get Our Latest Stock Report on APH

Amphenol Company Profile (Free Report)

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.

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