Cameco (CCJ +1.22%) owns the largest commercial uranium refinery in the world. And it's not in Kazakhstan, China, or Russia. It's in Blind River, Ontario, Canada.
The Blind River refinery takes uranium concentrate (commonly called yellowcake) and removes impurities to produce uranium trioxide, or UO3. That material is then shipped to Cameco's Port Hope facility, where it's converted into what ultimately becomes nuclear fuel. Blind River currently has a production capacity of 18 million kilograms of uranium annually and is licensed for up to 24 million kilograms. Indeed, Cameco is much more than just a uranium miner.
Cameco controls more of the fuel cycle Mining uranium is only the beginning of the nuclear fuel cycle. Before uranium can fuel most reactors, it has to be refined, converted, and, depending on the reactor, enriched and fabricated into fuel rods. Cameco participates in several of those steps.
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After uranium is refined at Blind River, much of the UO3 travels to Cameco's Port Hope Conversion Facility. Port Hope converts it into either uranium hexafluoride, or UF6, which can be enriched for light-water reactors, or uranium dioxide (UO2), which is used to produce fuel for Canada's CANDU reactors, which are heavy water (deuterium oxide) reactors.
Now you have to understand that Port Hope would be particularly difficult to replace. It's Canada's only uranium conversion facility, one of only a handful of Western suppliers of UF6, and the world's only commercial supplier of natural UO2 used in CANDU reactors. That's a strategic position few nuclear companies can match. And demand is strong.
Cameco produced 6.3 million kilograms of fuel-services products during the first half of 2026 and still expects to produce between 13 million and 14 million kilograms for the full year. Those facilities aren't sitting around waiting for customers, either. Cameco entered 2026 with contracts covering roughly 83 million kilograms of UF6 conversion services for 33 utilities around the world.
Image source: Getty Images.
A different way to invest in nuclear power This is one of the reasons I continue to like Cameco as a long-term nuclear investment. You see, companies like Oklo (OKLO +4.94%) and NuScale (SMR +15.26%) need to successfully commercialize new reactor designs before they can generate substantial reactor-related revenue. Cameco doesn't need to predict which advanced reactor company will ultimately win the race to commercialize its designs.
Existing nuclear plants need fuel today. New reactors will need fuel tomorrow. Cameco can sell the uranium, refine it, convert it, manufacture CANDU fuel, and, through its stake in Westinghouse Electric Company, participate in the reactor business itself.
Understandably, the Blind River refinery and Port Hope conversion facility won't generate the excitement of a new small modular reactor. But they occupy critical positions in a Western nuclear fuel supply chain that's becoming increasingly valuable as electricity demand rises and utilities look to nuclear power for reliable, around-the-clock generation. And of course, more nuclear generation means more demand for uranium, conversion services, and nuclear fuel -- exactly the parts of the supply chain Cameco already controls.
Canada might not be literally unable to survive without these facilities. But replacing them would be extraordinarily difficult. And that gives Cameco a very real and strategic advantage as the global energy economy continues to rapidly expand.
McCormick & Company, Incorporated (NYSE:MKC – Get Free Report) saw some unusual options trading activity on Tuesday. Stock investors bought 3,902 call options on the stock. This represents an increase of 94% compared to the typical daily volume of 2,016 call options.
Wall Street Analysts Forecast Growth A number of analysts have weighed in on the company. TD Cowen reduced their target price on McCormick & Company, Incorporated from $64.00 to $60.00 and set a “buy” rating on the stock in a research note on Friday, June 26th. JPMorgan Chase & Co. dropped their price objective on shares of McCormick & Company, Incorporated from $64.00 to $63.00 and set an “overweight” rating on the stock in a report on Friday, June 12th. Jefferies Financial Group dropped their price target on shares of McCormick & Company, Incorporated from $64.00 to $62.00 and set a “buy” rating on the stock in a research report on Thursday, June 4th. UBS Group upped their price objective on shares of McCormick & Company, Incorporated from $51.00 to $52.00 and gave the stock a “neutral” rating in a research report on Friday, June 26th. Finally, Barclays lowered their target price on shares of McCormick & Company, Incorporated from $57.00 to $55.00 and set an “equal weight” rating on the stock in a research note on Friday, June 26th. Six equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $60.50.
Read Our Latest Research Report on McCormick & Company, Incorporated
Insider Activity In other McCormick & Company, Incorporated news, major shareholder Lawrence Kurzius sold 205,538 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $52.69, for a total transaction of $10,829,797.22. Following the completion of the transaction, the insider owned 296,992 shares in the company, valued at $15,648,508.48. The trade was a 40.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 10.60% of the stock is owned by company insiders. Institutional Inflows and Outflows A number of hedge funds and other institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System grew its holdings in shares of McCormick & Company, Incorporated by 4,040.2% during the second quarter. California State Teachers Retirement System now owns 22,290,279 shares of the company’s stock valued at $1,123,876,000 after purchasing an additional 21,751,887 shares during the last quarter. Aristotle Capital Management LLC grew its stake in McCormick & Company, Incorporated by 231.9% in the 1st quarter. Aristotle Capital Management LLC now owns 12,664,378 shares of the company’s stock valued at $638,795,000 after buying an additional 8,848,235 shares during the last quarter. XXEC Inc. bought a new position in McCormick & Company, Incorporated in the 2nd quarter worth approximately $154,566,000. Invesco Ltd. raised its stake in shares of McCormick & Company, Incorporated by 66.7% in the third quarter. Invesco Ltd. now owns 6,232,337 shares of the company’s stock valued at $417,006,000 after purchasing an additional 2,494,544 shares in the last quarter. Finally, Wellington Management Group LLP boosted its position in shares of McCormick & Company, Incorporated by 67.2% during the 3rd quarter. Wellington Management Group LLP now owns 2,797,533 shares of the company’s stock valued at $187,183,000 after acquiring an additional 1,124,003 shares in the last quarter. Institutional investors and hedge funds own 79.74% of the company’s stock.
McCormick & Company, Incorporated Stock Down 0.3% McCormick & Company, Incorporated stock opened at $51.94 on Wednesday. The stock’s fifty day moving average is $52.95 and its two-hundred day moving average is $52.82. The stock has a market cap of $13.96 billion, a PE ratio of 8.64, a P/E/G ratio of 2.05 and a beta of 0.64. McCormick & Company, Incorporated has a 1-year low of $44.82 and a 1-year high of $72.41. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.78 and a quick ratio of 0.39.
McCormick & Company, Incorporated (NYSE:MKC – Get Free Report) last issued its quarterly earnings data on Thursday, June 25th. The company reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.69 by $0.11. The company had revenue of $1.94 billion during the quarter, compared to analysts’ expectations of $1.91 billion. McCormick & Company, Incorporated had a return on equity of 12.78% and a net margin of 21.91%.The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.69 earnings per share. McCormick & Company, Incorporated has set its FY 2026 guidance at 3.050-3.130 EPS. On average, sell-side analysts expect that McCormick & Company, Incorporated will post 3.08 EPS for the current fiscal year.
McCormick & Company, Incorporated Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 20th. Investors of record on Monday, July 6th were given a $0.48 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.92 annualized dividend and a dividend yield of 3.7%. McCormick & Company, Incorporated’s payout ratio is currently 31.95%.
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McCormick & Company, Incorporated (NYSE: MKC) is a global leader in spices, seasonings and flavor solutions. Headquartered in Hunt Valley, Maryland, the company traces its origins to the late 19th century and has grown into a major manufacturer and marketer of branded and private‑label flavor products for consumer, industrial and foodservice markets.
McCormick’s product portfolio includes pure spices and herbs, blended seasonings, marinades, rubs, sauces, extracts and specialty flavorings, along with ingredient systems and custom flavor development for manufacturers and foodservice operators.
See Also Five stocks we like better than McCormick & Company, Incorporated Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Receive News & Ratings for McCormick & Company Incorporated Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for McCormick & Company Incorporated and related companies with MarketBeat.com's FREE daily email newsletter.
SARASOTA, Fla., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that it is presenting at the Piper Sandler Growth Frontiers Conference on Tuesday, September 15, 2026, at 8:30 AM (Central Time). A link to the webcast presentation will be available in the “Investors” section of the Company’s website at www.ropertech.com.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
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VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Cardinal Health (CAH - Free Report) Headquartered in Dublin, OH, Cardinal Health, Inc. is one of the world’s largest healthcare services and products providers, operating across Pharmaceutical and Specialty Solutions, Global Medical Products and Distribution (GMPD), and three Other growth businesses. The company serves nearly 90% of U.S. hospitals, delivers more than 43,000 pharmaceutical shipments daily, and manages a broad portfolio of medical, surgical, laboratory, and healthcare logistics offerings.
CAH is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 19.7; value investors should take notice.
Nine analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.57 to $12.55 per share. CAH boasts an average earnings surprise of +14.7%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, CAH should be on investors' short list.
Key Takeaways CAH is integrating technology across distribution, specialty services, patient support and logistics.Sonexus now connects with Nuclear's web-ordering platform for an end-to-end digital workflow.CAH expects $700 million in fiscal 2027 capital spending, including infrastructure and technology. Cardinal Health’s (CAH - Free Report) fiscal 2026 results suggest that technology is becoming an increasingly important layer across its healthcare infrastructure, complementing its traditional distribution capabilities. The company has invested heavily in automation, technology and advanced analytics across its distribution network, with management citing meaningful gains in efficiency and service performance. These investments are translating into measurable operational benefits: Cardinal’s total fill rate reached nearly 99%, while the company recorded its best quarter for on-time departures.
The transformation is particularly visible in Sonexus, Cardinal Health’s specialty access and patient-support business. Rather than operating Sonexus as a standalone service, Cardinal Health has integrated it directly into the Nuclear business’ web-ordering platform. The result is an end-to-end digital workflow for high-cost radiopharmaceuticals, combining insurance-benefit verification, patient enrollment and order placement within a single system. This integration potentially reduces friction across a highly complex healthcare transaction while improving the experience for providers and patients.
Technology is also reshaping Cardinal Health’s logistics offering. OptiFreight is expanding its technology-enabled products, including Shipment Navigator and Tracking Beacon, which are designed to provide customers with greater visibility and insights into outbound pharmacy shipments. Management said adoption has been strong, as these solutions are built to generate cost savings and efficiency for healthcare providers.
The broader strategy is therefore moving beyond simply distributing pharmaceuticals and medical products. Cardinal Health is increasingly connecting distribution, specialty services, patient support and logistics through digital workflows. Its Consumer Health Logistics Center, meanwhile, has used technology and automation to improve service levels and customer access.
The financial opportunity lies in making these investments scalable. Cardinal expects $700 million of fiscal 2027 capital expenditures, including infrastructure and technology investments supporting future growth. If technology continues improving throughput, accuracy, customer experience and supply-chain visibility, Cardinal Health could increasingly operate as a tech-enabled healthcare platform rather than a conventional distributor.
Peer UpdatesCONMED (CNMD - Free Report) is building its technology proposition around AirSeal, using differentiated surgical technology and clinical evidence to improve procedure efficiency and outcomes. AirSeal’s low-pressure insufflation platform is designed to improve visualization, reduce procedure times, postoperative pain and length of stay, making it increasingly relevant as robotic surgery expands across specialties and ASCs. CONMED is also generating ASC-specific economic data and expanding clinical relationships in laparoscopic applications such as colorectal and gynecology. With AirSeal currently used in only 6-7% of more than 3 million U.S. laparoscopic procedures, the company has substantial room to expand utilization. Management expects long-term AirSeal growth of high-single-digit to low-double-digit rates.
Align Technology (ALGN - Free Report) is developing a broader digital healthcare platform that connects imaging, diagnostics, treatment planning and treatment delivery. Its Align Digital Platform integrates iTero scanners, Invisalign, exocad and X-ray Insight software, creating a connected workflow spanning orthodontic and restorative dentistry. New platform capabilities are designed to improve patient engagement, treatment planning and workflow efficiency, while software, visualization, digital planning and 3D printing help doctors increase practice productivity. The strategy is also expanding the installed scanner base through lower-cost configurations, leasing and rental models, which can increase digital adoption and create a larger funnel for higher-margin, recurring treatment revenue. With active scanner units up 11% year over year and scans rising 16%, growing platform utilization could reinforce Align’s long-term competitive moat.
CAH’s Price Performance, Valuation and EstimatesShares of CAH have gained 17.5% so far this year compared with the industry’s 7.3% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, Cardinal Health trades at a forward price-to-earnings of 19.2X, above the industry average. However, it is trading lower than its five-year high of 22.19X. CAH carries a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Cardinal Health’s fiscal 2027 earnings implies an 11.5% rise from the year-ago reported number.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the latest trading session, Cardinal Health (CAH - Free Report) closed at $240.49, marking a -2.71% move from the previous day. This move lagged the S&P 500's daily loss of 0.58%. On the other hand, the Dow registered a loss of 1.18%, and the technology-centric Nasdaq decreased by 0.32%.
The stock of prescription drug distributor has risen by 4.22% in the past month, leading the Medical sector's gain of 2.73% and the S&P 500's loss of 0.36%.
The investment community will be paying close attention to the earnings performance of Cardinal Health in its upcoming release. It is anticipated that the company will report an EPS of $2.92, marking a 14.51% rise compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $66.96 billion, up 4.6% from the prior-year quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $12.55 per share and a revenue of $266.02 billion, indicating changes of +11.46% and +4.63%, respectively, from the former year.
It is also important to note the recent changes to analyst estimates for Cardinal Health. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 4.23% higher. Cardinal Health presently features a Zacks Rank of #3 (Hold).
Digging into valuation, Cardinal Health currently has a Forward P/E ratio of 19.7. This indicates a premium in contrast to its industry's Forward P/E of 18.24.
One should further note that CAH currently holds a PEG ratio of 1.49. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Medical - Dental Supplies industry stood at 1.82 at the close of the market yesterday.
The Medical - Dental Supplies industry is part of the Medical sector. At present, this industry carries a Zacks Industry Rank of 75, placing it within the top 31% of over 250 industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every investor's next move under pressure.
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Lucid Group (NASDAQ:LCID | LCID Price Prediction) stock has fallen 33% over the past month to $4.70, leaving investors to decide whether the sharp decline represents a warning sign or a potential opportunity. Lucid stock has severely lagged several major electric-vehicle names, with the latest drop coming as the company works through an operational reset while trying to conserve cash and build demand.
Lucid’s second-quarter results provide arguments for both sides. The automaker generated $405 million of quarterly revenue, up 56% year over year, while deliveries rose 19% to 3,953 vehicles, but Lucid also reported a major cash-burn problem and acknowledged the need to reduce production and inventory.
Lucid Stock Has Fallen Far Behind Its Peers Lucid stock’s 33% one-month decline looks particularly painful next to the performance of other electric-vehicle stocks. Rivian Automotive (NASDAQ:RIVN) stock is up 0.87% over the same period to $16.14, while Tesla (NASDAQ:TSLA) stock is up 11% to $366.11.
Tesla has also been dealing with uneven electric vehicle (EV) demand, including a slowdown in the growth of China-made vehicle sales during August, but Tesla’s scale and broader business give Tesla stock a very different risk profile from Lucid stock. Rivian likewise has a larger production base, leaving Lucid with a much smaller margin for execution mistakes as Lucid tries to reach the next stage of its growth plan.
The EV ETF Has Held Up Better The broader EV and autonomous-driving theme hasn’t suffered nearly as much as Lucid stock. The Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) is down 2% over the past month to $34.89, meaning Lucid stock has underperformed the thematic ETF by a wide margin.
The DRIV ETF offers exposure across electric vehicles, autonomous-driving technology, components and related materials, which gives investors a much broader basket than a concentrated bet on Lucid. Tesla is among DRIV’s holdings, while the fund also includes companies such as NVIDIA (NASDAQ:NVDA) and Alphabet (NASDAQ:GOOGL), underscoring how much broader the autonomous-vehicle investment theme has become.
Lucid Has a Real Bull Case Lucid has several developments that could eventually support a recovery in Lucid stock. Lucid’s Gravity program is progressing, the company is working with Uber and Nuro on robotaxi testing, and Lucid has identified $1.4 billion of potential 2026 cash-flow improvements while targeting a midsize vehicle program for future growth.
However, Lucid’s financial position remains the biggest concern. Lucid ended the second quarter with $3 billion of total liquidity, but Lucid’s free cash flow was negative $1.476 billion, and management intentionally reduced production to lower inventory and preserve cash.
Selling Could Still Be The Safer Choice Lucid stock could rebound if the company’s cost-cutting efforts work, Gravity gains traction and the midsize vehicle program expands the addressable market. Investors may want to watch for whether Lucid can reduce cash burn while improving deliveries, because stronger revenue alone may not be enough to change the investment case.
However, the 33% monthly decline reflects serious concerns that may not disappear quickly. Investors who choose to hold Lucid stock should consider keeping their position sizes moderate, while investors without an existing position may prefer waiting for clearer evidence that Lucid’s operational reset is translating into stronger financial results.
Contact [email protected] for any questions or corrections.
Shares of the electric automaker Lucid (LCID -1.07%) plunged 34.2% last month, according to data provided by S&P Global Market Intelligence, after the company reported disappointing quarterly results.
Investors become increasingly concerned with Lucid's deepening losses and rising spending. A general slowdown in the electric vehicle market and increasing worries about tariffs aren't helping Lucid either.
Image source: The Motley Fool.
Lucid is fighting an uphill battle Lucid reported is second quarter results toward the beginning of August, and many investors immediately sold their shares following the company's poor quarterly performance.
Lucid managed to increase vehicle production by 24% in the quarter, deliveries rose by 19%, and revenue jumped 56% from the year-ago quarter. But all that was overshadowed by the company's adjusted net loss of $2.78 per share, far worse than Wall Street's consensus estimate of $2.41 per share.
And then there was Lucid's rising cash burn, which accelerated to about $1.5 billion in the quarter, up from just over $1 billion in the year-ago quarter. Investors were deeply concerned with the high spending and widening losses, and management's attempt to put financial fears to rest didn't work.
Lucid's leadership said that it has identified $1.4 billion of cash flow improvements in 2026 "across operating costs, capital spending, and working capital." But investors' rapid sell-off of Lucid stock in August indicates that they feel the move is too late, or that the company will have a hard time delivering on that goal.
One of the ongoing problems for Lucid is that the company hasn't been able to improve its margins, despite new capital, selling new models, and years of manufacturing. Adding to the problem in the quarter was a $300 million impairment charge "associated with inventory optimization actions."
Investors also didn't feel optimistic about where Lucid is headed, as management said it had slowed some vehicle production. Lucid CEO Silvio Napoli said on the company's earnings call,
"We deliberately reduced production by eliminating a second shift because building vehicles faster than we could deliver them was consuming cash and increasing inventory."
Lucid wants to convert its inventory into deliveries, which is good, but the slowed production in the quarter indicates that there's not enough demand for the company's existing inventory.
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It's not going to get any easier If you're a Lucid shareholder, things aren't likely to get any easier for the company any time soon. The U.S. is currently in a trade war with Canada, and there have been threats between the countries about automotive tariffs being implemented as early as the beginning of 2027.
What's more, the EV industry is already struggling. Second-quarter EV sales in the U.S. were down by nearly 21% compared to the year-ago quarter, according to Kelley Blue Book data.
With the EV market struggling and Lucid floundering, it's not surprising to see its share price falling right now.
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Deal IQ, a Toronto-based procurement consulting firm that negotiates technology contracts on behalf of Fortune 500 companies, grew its annual revenue by more than 1900% using ZoomInfo, according to the company. Deal IQ also reported a 6X increase in its client portfolio and an 8X increase in C-suite meetings booked. Deal IQ negotiates the vendor contracts Fortune 500 companies do not hav.
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Exact Media, an ad agency and events company that connects brand advertisers with e-commerce retailers, expanded its complete-data prospect audience 20X using ZoomInfo, according to the company. The team also stood up the platform in 10 days from first call to first use. Exact Media runs a Connections platform that pairs brand advertisers with e-commerce retailers, and it organizes in-pe.
Pathward’s Credit Scare Tests Its Comeback StoryUpstart NASDAQ: UPST CEO Paul Gu said the company is concentrating its efforts on expanding its core personal loan business, which he described as the company’s most differentiated and highest-margin product. Gu said the segment’s growth accelerated in the second quarter, with core personal loan growth reaching roughly 3.5 times the growth recorded across the prior three quarters combined.
Gu, who previously served as Upstart’s chief technology officer, said the company has shifted internal priorities across marketing, application conversion, approvals, rate acceptance and verification to emphasize personal loans. He said the company had previously directed more resources toward other initiatives but has since refocused teams on increasing personal loan volume.
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MarketBeat Week in Review – 03/30 - 04/03“Core personal loans is what we’re really, really good at doing,” Gu said, citing the company’s ability to separate credit risk and identify borrowers it believes can be uniquely underwritten in the market.
Product Priorities and Secured Lending While Upstart continues to pursue newer products, Gu said the company has narrowed its list of priorities. He said Upstart paused its auto refinance product because it did not have the same potential, growth profile or momentum as other initiatives.
Upstart Surges on Record Revenue but Wall Street Remains DividedGu said the remaining product bets have large addressable markets, are adjacent to areas in which Upstart already has expertise, and have sufficient momentum to justify additional investment. The company’s secured lending products include auto lending and home equity lines of credit, or HELOCs.
For those newer secured products, Gu said Upstart first focused on validating demand and building third-party capital-provider relationships before turning to unit economics. He said the company believes it has demonstrated demand from auto dealerships and from HELOC borrowers seeking its rates and process.
Upstart is now working to move the secured products from negative contribution margins to profitability. Gu said the company expects those products to reach break-even before the end of the year, after which it plans to focus more heavily on scaling them. He declined to project their long-term margins but said there was no theoretical reason they could not eventually approach the economics of the core personal loan business.
Consumer Stress Remains Elevated Gu discussed the company’s Upstart Macro Index, or UMI, which measures the likelihood that consumers will default on unsecured consumer credit relative to pre-COVID levels. A reading of 1.0 corresponds to conditions in 2018, 2019 and early 2020, he said.
With the UMI at approximately 1.5 as of Sept. 3, Gu said a consumer with the same borrower and loan characteristics was about 50% more likely to default than before the pandemic. He said the index had risen by 12 points since the spring.
Gu attributed the pressure on borrowers in part to inflation exceeding wage growth over roughly the prior six months. He also cited credit card utilization and delinquency data as evidence that American borrowers are under more stress than they were six months earlier.
Still, Gu said investors should not place too much emphasis on short-term changes in the macro index. He said Upstart does not provide near-term results guidance partly because it wants to respond quickly to changing credit conditions. Over a multiyear period, he said, durable improvements in marketing, automation, underwriting and risk separation should matter more than monthly macroeconomic movements.
Gu said that despite higher interest rates and greater consumer stress than in 2021, Upstart is generating more contribution profit than it did during that more favorable macroeconomic period. He attributed that result to several years of technology improvements.
Technology, Capital and Bank Plans Gu said Upstart has continued to improve its lending models since its founding in 2012 and has not exhausted potential avenues for advancement. He said the company has more than 140 million training data points and expects additional data, computing improvements and research into learning algorithms to support increasingly sophisticated models over time.
He described the company as a relatively advanced adopter of artificial intelligence tools internally, saying the technology has contributed to more code being written and faster ticket resolution. Gu said he expects those gains to translate over time into greater revenue growth per employee, though he noted it can be difficult to attribute results precisely.
On funding, Gu said Upstart has retained all of its capital partners in recent years, with agreements being renewed for longer terms, larger amounts and generally better terms. He said the company has not seen evidence that competitors’ funding or marketing activity has materially hurt its ability to originate loans.
Gu also said the company’s planned national bank remains its largest single project in 2026. He said the bank has conditional approval and is expected to launch in early 2027. The investment will be a cost center in 2026, but Gu said it should provide operational benefits by reducing complexity associated with working with nearly 100 originating partners that operate under varying regulatory requirements.
He said the bank does not represent a change in Upstart’s primarily third-party funding strategy. However, it could allow the company to fund some of the approximately $1 billion of loans on its balance sheet more efficiently through lower-cost deposit funding and leverage.
Gu said operating-expense growth is expected to slow to low single-digit quarter-over-quarter growth in the second half of the year. He said Upstart expects to gain operating leverage as secured products improve, internal AI investments mature and the bank project moves toward its anticipated 2027 launch.
About Upstart (NASDAQ:UPST)Upstart Holdings, Inc operates a cloud-based lending marketplace that leverages artificial intelligence and machine learning to assess borrower creditworthiness. The company partners with banks and credit unions, providing its proprietary AI models and underwriting platform to facilitate consumer credit products. By focusing on non‐traditional data points—such as education, employment history and other real‐time indicators—Upstart seeks to improve approval rates and lower loss rates compared with conventional credit scoring methods.
Upstart's core offering centers on unsecured personal loans, which borrowers can use for purposes such as debt consolidation, home improvements or major purchases.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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The companies said the deal will help meet surging demand for consumer broadband and converged services, accelerating Verizon's push to bring internet access to more homes and businesses across the nation.
Verizon (VZ.N) said on Tuesday it has signed an agreement with specialty glass maker Corning (GLW.N) for high-density optical fiber, as the telecom company ramps up broadband expansion and reinforces network infrastructure to support AI workloads.
The multi-billion-dollar deal builds on the three-decade partnership between the two companies. Its financial terms were not disclosed.
As part of the agreement, Corning will supply more than 80 million miles of high-density optical fiber and connectivity solutions between 2027 and 2032.
The fiber deployment, according to Verizon, will speed up broadband expansion for homes and businesses and bolster the high-capacity, low-latency infrastructure required by AI hyperscalers.
Corning locked in monster deals with Amazon, Nvidia, and Verizon while its AI fiber business exploded, yet the stock still suffered one of the worst monthly crashes in its modern history. Something does not add up, and the explanation reshapes…
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Corning (NYSE:GLW | GLW Price Prediction) shares fell 45.88% between June 30 and July 31, 2026, sliding from $254.95 to $137.99 on an adjusted basis. That is one of the worst monthly stretches in the company’s modern history, and it happened in the exact window when Corning was disclosing multibillion-dollar fiber commitments from the largest names in AI infrastructure. The company has executed no splits, spinoffs, or special dividends to distort the figure. Its only recorded split, a 3-for-1 forward split, occurred on October 4, 2000. The July drawdown is real.
What It Means The selloff collided with an order book that was accelerating, not slowing. On the July 28 earnings call, Corning reported that Optical Communications sales rose 32% year over year to $2.07 billion, with Enterprise sales up 65% to $1.27 billion and Gen AI product sales nearly doubling. Optical segment net income climbed 77% to $438 million. Core EPS came in at $0.78 versus the $0.75 consensus, the fifth consecutive EPS beat. Free cash flow reached $1.423 billion, up 255.75% year over year. Revenue of $4.505 billion missed expectations by 2.69%, and that single miss appears to have anchored the July repricing even as management upgraded its long-term plan.
Market Reaction Shares opened the recovery arc slowly. Corning traded at $142.20 on the day of the Q2 filing (July 28, 2026), down from $169.11 on the Q1 filing day (April 28, 2026). The stock closed at $137.99 on July 31, 2026. Since then the tape has turned. Corning is up 13.01% over the past week and 7.44% over the past month, closing at $168.04 as of the September 8 quote. Year to date, shares are up 92.93%. Over one year, up 143.13%. The July drop, in other words, compressed a runaway rally while the underlying business kept expanding.
Bull Case The customer roster is the story. In Q2, Corning cited a multiyear, multibillion-dollar Amazon agreement for optical fiber, cable, and connectivity for U.S. data centers, plus a long-term NVIDIA partnership to expand U.S. optical connectivity manufacturing capacity by 10x and U.S. fiber production capacity by more than 50%. On September 8, Verizon (NYSE:VZ) joined the list: the two companies announced a multiyear, multibillion-dollar agreement for 80 million plus miles of high density optical fiber solutions, designed to expand broadband and build the network connecting AI data centers for major hyperscalers. That is three giant, multiyear commitments layered on top of an existing up-to-$6 billion Meta agreement and Apple’s $2.5 billion commitment for 100% of iPhone and Apple Watch cover glass at the Kentucky facility.
Management has priced this into a hard target. CEO Wendell Weeks said Corning expects to reach an annualized sales run rate of $20 billion by end of 2026, $30 billion by end of 2028, and $40 billion by end of 2030, with a 19% sales CAGR from Q4 2026 to Q4 2030 and operating margins at or above 20%. Q2 core operating margin was already 20.9%, up 190 basis points, and core ROIC hit 14.9%, up 180 basis points. Weeks told investors “We’re entering a new phase of accelerating growth”. The July drawdown compressed the multiple on a business whose contracted demand keeps expanding. Corning is one of several picks-and-shovels suppliers to the AI buildout that never make the chipmaker headlines (we profiled seven of them, from fiber to power to cooling, in a free report here: 7 Stocks Powering the AI Boom (That Aren’t Chipmakers)). For retirement-focused holders, the setup is straightforward: the customer commitments are longer-dated than the quarter that spooked the tape.
Bottom Line The forward catalyst is already on the board. Corning guided Q3 core sales to $4.90 billion to $5.00 billion, roughly 16% year-over-year growth, and core EPS to $0.85 to $0.89, roughly 28% year-over-year growth. Solar is building toward a $3 billion revenue stream. The 45.88% July slide priced in a revenue miss and near-term execution risk. The Verizon deal, arriving on top of Amazon and NVIDIA, is the market’s chance to reassess whether the AI fiber order book was the real signal all along.
Contact [email protected] for any questions or corrections.
Corning shares are jumping after the company agreed to a lucrative supply agreement with Verizon Communications for high-density optical fiber. The news is lifting shares of other companies in the space, too.
Corning and Qualcomm rallied on Tuesday and brought a host of AI-related stocks along with them, as a pair of infrastructure deals lifted Wall Street's confidence that data center spending will remain strong.
Chipmakers Intel and Advanced Micro Devices gained 9% and 6% respectively, while Hewlett Packard Enterprise climbed 8% and photonics company Coherent added 7%.
All of those companies have been massive winners for investors this year, with HPE and AMD more than doubling in value and Intel almost tripling, as the artificial infrastructure buildout expands to companies beyond Nvidia.
Corning, the glassmaker whose fiber-optic technology is becoming a key piece of AI data centers, jumped 8% on Tuesday bringing its gain for the year to 90%. The company said it's entering into a multibillion-dollar partnership with Verizon to build fiber-optic cables for AI connectivity. -
In June, Corning struck a multibillion-dollar deal with Amazon, a month after Nvidia promised to invest up to $3.2 billion in the company to build three new fiber-optic manufacturing facilities in North Carolina and Texas.
Meanwhile, Qualcomm said in a filing on Tuesday that it issued warrants to Amazon, allowing the cloud giant to acquire up to $4 billion worth of stock in the chipmaker. It's part of a pact between the two companies to build out AI infrastructure, with Amazon Web Services purchasing up to $60 billion worth of Qualcomm's server chips and other technology.
Qualcomm CFO Akash Palkhiwala said on Tuesday at the Goldman Sachs Communacopia + Technology Conference in San Francisco that revenue from manufacturing chips for Amazon will start to be realized n the December quarter, and will be one of the "core components" in helping the company meet its $15 billion data center revenue target for fiscal 2029.
At its investor day in June, Qualcomm said it was working with two unnamed data center companies. One of those was Amazon. Palkhiwala said Tuesday that the company is "similarly proceeding with the other data center customer."
AMD CFO Jean Hu also spoke at the Goldman event. She said that the total addressable market will now hit $3 trillion by 2030, after CEO Lisa Su said in July that the semiconductor industry would reach $2 trillion through 2028.
The frenzy for AI stocks comes as issues surrounding AI and data centers are at their most divisive. According to a May 2026 Gallup poll, 71% of Americans oppose data centers being built in their communities. That's translated directly into financial risk, with Anthropic poised to list negative public opinion towards AI and data centers as a risk factor in its forthcoming IPO prospectus.
LAS VEGAS and BOSTON, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Integrity Compliance 360, Inc. (IC360), the global technology and advisory leader for integrity and regulatory solutions in sports, sports betting, iGaming, and prediction markets, today announced an agreement with DraftKings Inc. (Nasdaq: DKNG), the digital sports and gaming company. Under the agreement, DraftKings will deploy IC360’s full, industry-leading suite of integrity and compliance technology across both its sportsbook and predictions platform.
The agreement marks the first ever single-operator integration in IC360's ProhiBet and ProhiTrade secure network, uniting four of the company's flagship technologies under one roof: Integrity Monitoring, ProhiBet, ProhiTrade, and ProhiBet Bad Actors. Together, these solutions give DraftKings a single, unified integrity architecture spanning traditional sports wagering and event-based prediction market trading, an approach IC360 believes will set the new industry standard as sportsbooks and prediction market exchanges increasingly operate side by side.
“DraftKings is built for entertainment, and we want sports fans to have fun and enjoy the games they love in a responsible way,” said Lori Kalani, Chief Responsible Gaming Officer at DraftKings. “There is no place for harassment of athletes or attempts to manipulate sports markets in our industry. Our work with IC360 gives us additional tools to identify and address this type of conduct and uphold the integrity of sports.”
“DraftKings has always been an industry leader, and this agreement reflects the seriousness with which they treat integrity across all of their platforms,” said Ali Schempp, Chief Commercial Officer of IC360. “As consumer market offerings continue to expand, operators and exchanges need systems that work fluently across all verticals. IC360 was built for exactly this moment, and we are proud that DraftKings has chosen our full technology stack — Integrity Monitoring, ProhiBet, ProhiTrade, and ProhiBet BA — to uphold its platforms and the athletes and fans who make this industry what it is. This is precisely the kind of forward-looking, comprehensive collaboration our industry needs. DraftKings isn’t just checking a compliance box — they are setting the bar for what integrity should look like at scale, and we look forward to working with them every step of the way.”
Contact:
Emily Raish | Digital Marketing & Design Lead
Email: [email protected]
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about DraftKings (DKNG - Free Report) .
DraftKings currently has an average brokerage recommendation (ABR) of 1.61, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 37 brokerage firms. An ABR of 1.61 approximates between Strong Buy and Buy.
Of the 37 recommendations that derive the current ABR, 25 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 67.6% and 8.1% of all recommendations.
Brokerage Recommendation Trends for DKNG
Check price target & stock forecast for DraftKings here>>>
The ABR suggests buying DraftKings, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in DKNG?Looking at the earnings estimate revisions for DraftKings, the Zacks Consensus Estimate for the current year has declined 4.5% over the past month to $0.99.
Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for DraftKings. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, it could be wise to take the Buy-equivalent ABR for DraftKings with a grain of salt.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- SueWallSt notifies investors in Wix.com Ltd. (NASDAQ: WIX) that a class action lawsuit has been filed on behalf of shareholders who purchased securities between February 19, 2025 and May 12, 2026. Find out if you could qualify to recover your losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
The lawsuit cites a $32.1 million Q3 2025 free cash flow impact tied to Base44 acquisition-related costs and alleges investors were exposed to a 69.56% decline from the start of the Class Period. Applications to serve as lead plaintiff must be filed by September 22, 2026.
The Alleged AI Product Offerings Securities Fraud Methodology
According to the lawsuit, Wix promoted its AI-powered product offerings as a key competitive advantage in cloud-based web development while allegedly failing to disclose that the commercial benefits of those products were being overstated. The complaint alleges that Wix’s public statements emphasized innovation, product breadth, and AI-driven growth, while investors were not fully informed about the cost burden required to develop and promote those offerings.
How AI Development Costs Allegedly Affected Reported Financials
The lawsuit contends that Wix’s AI strategy required substantial spending, including AI compute, marketing, and post-acquisition support costs connected to Base44. In Q3 2025, Wix reported free cash flow of $127.3 million, while stating that free cash flow would have been $159.4 million excluding acquisition-related costs.
"This case presents important questions about AI product offering disclosure obligations in the cloud-based web development sector, particularly where a company allegedly promotes AI capabilities while development and marketing expenses are accelerating. Investors should be able to assess whether claimed AI advantages are supported by financial reality." -- Joseph E. Levi, Esq.
Key AI Product Offering Allegations for Shareholders
The complaint alleges Wix overstated the competitiveness and performance of its AI-powered product offerings relative to competing technologies.The lawsuit contends Wix understated the costs associated with developing, supporting, and promoting AI-related products.Plaintiffs allege the Company overstated the commercial and financial benefits expected from its AI strategy.The action claims investors were not adequately informed that AI-related expenses could offset growth benefits.The lawsuit points to Base44-related compute and marketing costs as a key example of alleged cost acceleration. The Base44 Cost Factor
As alleged, Base44 was presented as an important expansion of Wix’s AI portfolio, but related costs later weighed on financial results. The complaint claims that the market had not been given sufficient information to evaluate whether Wix’s AI investments could generate the profitability profile suggested by earlier public statements.
Submit your information here | by email [email protected] | or call (888) SueWallSt.
WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.
Frequently Asked Questions About the WIX Lawsuit
Q: What is the WIX class action lawsuit about? A: A securities class action has been filed against Wix.com Ltd. (NASDAQ: WIX) alleging materially false and misleading statements between February 19, 2025 and May 12, 2026. The complaint alleges Wix overstated the competitiveness and performance of its AI-powered product offerings while understating accelerating AI-related costs. Investors who purchased shares during the Class Period and suffered losses may be eligible to seek compensation.
Q: Who is eligible to join the WIX investor lawsuit? A: Investors who purchased WIX stock or securities between February 19, 2025 and May 12, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: What specific misstatements does the WIX lawsuit allege? A: The complaint alleges Wix made materially false or misleading statements regarding the competitiveness, performance, and financial benefits of its AI-powered product offerings during the Class Period. The lawsuit further alleges Wix understated the costs associated with developing and promoting those offerings.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What documents do I need to submit my information? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What if I already sold my WIX shares, can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Wix.com Ltd. (“Wix” or the “Company”) (NASDAQ: WIX) on behalf of investors that purchased or otherwise acquired Wix securities between February 19, 2025 and May 12, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in Wix and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than September 22, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
According to the complaint, Wix and the other defendants “consistently represented throughout the Class Period that Wix’s purported leadership in AI-powered web development set it apart from competitors with similar offerings.” However, in reality, according to the complaint, “the Company’s costs were accelerating at an alarming rate as it struggled to maintain its relevance in this market, particularly as competing AI technologies and services were increasingly outpacing the capabilities of Wix’s own products.”
Then, on May 13, 2026, according to the complaint, Wix reported its first quarter 2026 results, including earnings and revenue below consensus expectations, and a sharp decline in operating margins that it largely attributed to softness in its professional developer business. On this news, Wix’s stock price fell $20.56 per share, or 27.1%, to close at $55.32 per share on May 13, 2026.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
CONTACT:
Pamela A. Mayer
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, New York 10022
(646) 315-9003 [email protected]
Laurence D. King
KAPLAN FOX & KILSHEIMER LLP
1999 Harrison Street, Suite 1501
Oakland, California 94612
(415) 772-4704 [email protected]
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Wix.com Ltd. (NASDAQ: WIX) securities between February 19, 2025 and May 12, 2026, inclusive (the "Class Period"), have until Tuesday, September 22, 2026 to seek appointment as lead plaintiff of the Wix class action lawsuit. Captioned Yappi v. Wix.com Ltd., No. 26-cv-08852 (N.D. Ill.), the Wix class action lawsuit charges Wix as well as certain of Wix' top executives with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Wix class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Wix operates a cloud-based web development platform and offers various services that allow users to create, customize, and manage professional websites. In June 2025, Wix acquired Base44, a so-called "vibe coding" platform designed to enable users to build apps and websites simply by typing descriptions, without the need for any coding experience.
The Wix class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Wix had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (ii) Wix had understated the costs associated with developing and promoting its AI product offerings; and (iii) accordingly, defendants overstated the commercial and financial benefits of Wix' AI product offerings.
On May 21, 2025, Wix issued a press release reporting its financial results for the first quarter of 2025, allegedly revealing that Wix maintained its 2025 revenue guidance in the range of $1.97 billion to $2 billion, falling short of analyst expectations. On this news, the price of Wix stock fell more than 16%, according to the complaint.
On November 19, 2025, Wix reported its financial results for the third quarter of 2025, allegedly disclosing that its rising post-acquisition costs to support Base44 were having a material negative impact on Wix' financial results and mitigating the positive impacts of AI-related tailwinds. On this news, the price of Wix stock dropped nearly 20%, according to the complaint.
On March 27, 2026, JPMorgan issued a report on Wix, allegedly downgrading it to an "Underweight" from "Neutral" rating, and cutting its price target to $91.00 from $114.00. The complaint alleges that JPMorgan explained "our conviction to the investment case has diminished on signs of core business revenue growth deceleration," and expressed concern "that margin improvement will be slower and more volatile than investors anticipate." On this news, the price of Wix stock fell nearly 3% further, according to the complaint.
Then, on April 2, 2026, UBS issued a report on Wix, allegedly downgrading it to a "Neutral" from "Buy" rating, and cutting its price target to $96.00 from $145.00, "after re-evaluating its growth algorithm for the core business and its margin profile." On this news, the price of Wix stock declined nearly 10% further, according to the complaint.
On April 7, 2026, Citizens issued an investor note on Wix, allegedly downgrading it to a "Market Perform" from "Market Outperform" rating based on, among other things, increased costs associated with Base44 and competition concerns. On this news, the price of Wix stock fell nearly 4% further, according to the complaint.
Finally, on May 13, 2026, Wix reported its financial results for the first quarter of 2026, allegedly disclosing earnings and revenue below consensus expectations, and a sharp decline in operating margins that it largely attributed to softness in its professional developer business. On a related earnings call held the same day, defendants allegedly acknowledged that Wix' professional developer customers were using competing AI tools, that Wix' new Wix Harmony platform had "holes" and "missing capabilities," that there had been delays in delivering product updates and innovation to professional developer customers, and that as a result, Wix had fallen behind "the workflow and the needs of" professional developers. On this news, the price of Wix stock fell more than 27%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Wix securities during the Class Period to seek appointment as lead plaintiff in the Wix class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Wix class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Wix class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Wix class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
New York, New York--(Newsfile Corp. - September 8, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Wix.com Ltd. ("Wix" or the "Company") (NASDAQ: WIX) on behalf of investors that purchased or otherwise acquired Wix securities between February 19, 2025 and May 12, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Wix and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than September 22, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
According to the complaint, Wix and the other defendants "consistently represented throughout the Class Period that Wix's purported leadership in AI-powered web development set it apart from competitors with similar offerings." However, in reality, according to the complaint, "the Company's costs were accelerating at an alarming rate as it struggled to maintain its relevance in this market, particularly as competing AI technologies and services were increasingly outpacing the capabilities of Wix's own products."
Then, on May 13, 2026, according to the complaint, Wix reported its first quarter 2026 results, including earnings and revenue below consensus expectations, and a sharp decline in operating margins that it largely attributed to softness in its professional developer business. On this news, Wix's stock price fell $20.56 per share, or 27.1%, to close at $55.32 per share on May 13, 2026.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
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SAN DIEGO, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds investors that a securities class action has been filed on behalf of all persons and entities that purchased or otherwise acquired Wix.com Ltd. (NASDAQ: WIX) securities between February 19, 2025 and May 12, 2026, inclusive (the "Class Period").
Investors who suffered significant losses during the Class Period may be eligible to participate in the lawsuit and should be aware of the upcoming September 22, 2026 deadline to seek appointment as lead plaintiff.
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Why Was Wix.com Sued?
The complaint alleges that Wix.com made materially false or misleading statements regarding its business, operations, and prospects during the Class Period.
Specifically, the lawsuit alleges that defendants failed to disclose that:
(i)Wix overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies;(ii)Wix understated the costs associated with developing and promoting its AI product offerings;(iii)defendants overstated the commercial and financial benefits of Wix’s AI product offerings; and(iv)defendants' public statements were materially false and misleading at all relevant times.
Why Did WIX's Stock Price Drop?
Plaintiff alleges that Wix.com's stock price fell on May 21, 2025, after the Company announced disappointing financial results for the first quarter of 2025. Specifically, Wix.com disclosed revenue guidance in the range of $1.97 billion to $2 billion, short of analysist expectations. In response, Wix.com's stock price fell $29.40 per share, or 16.18%, to close at $152.34 per share on May 21, 2025.
On November 19, 2025, Wix.com reported that its rising post-acquisition costs to support Base44 were having a material negative impact on the Company’s financial results and mitigating the positive impacts of AI-related tailwinds. On this news, Wix.com’s stock price fell $25.22 per share, or 19.87%, to close at $101.70 per share on November 19, 2025.
Then, on March 27, 2026, JPMorgan downgraded Wix.com to an "Underweight" from "Neutral" rating. On this news, Wix.com’s stock price fell $2.37 per share, or 2.65%, to close at $87.14 per share on March 27, 2026. On April 2, 2026, UBS likewise downgraded Wix.com to a “Neutral” from “Buy” rating, “after re-evaluating its growth algorithm for the core business and its margin profile.” On this news, Wix.com’s stock price fell $8.55 per share, or 9.45%, to close at $81.95 per share on April 2, 2026. On April 7, 2026, Citizens issued an investor note on Wix.com, downgrading it to a “Market Perform” from “Market Outperform” rating. On this news, Wix.com’s stock price fell $3.26 per share, or 3.87%, to close at $80.99 per share on April 7, 2026.
Then, on May 13, 2026, Wix.com reported its Q1 2026 results, including earnings and revenue below consensus expectations, and a sharp decline in operating margins that it largely attributed to softness in its professional developer business. On this news, Wix.com’s stock price fell $20.56 per share, or 27.1%, to close at $55.32 per share on May 13, 2026.
Who May Be Eligible to Participate in the Wix.com Class Action?
The lawsuit seeks to represent investors who purchased or otherwise acquired Wix.com Ltd. securities from February 19, 2025 and May 12, 2026. Investors who suffered losses during that period may have legal rights under the federal securities laws.
What Is a Lead Plaintiff?
The lead plaintiff is a court-appointed investor who represents the interests of all class members throughout the litigation. Serving as lead plaintiff is not required to share in any potential recovery. Investors who do not seek appointment may remain absent class members if the case proceeds and later resolves successfully.
The deadline to seek appointment as lead plaintiff is September 22, 2026.
Does it Cost Anything to Participate?
No. Robbins LLP represents investors on a contingency fee basis.
Contact Robbins LLP
Investors seeking additional information about the Wix.com Ltd. securities class action may contact Robbins LLP by submitting an inquiry, emailing attorney Aaron Dumas, Jr., or calling (800) 350-6003.
About Robbins LLP
A recognized leader in shareholder rights litigation, Robbins LLP has helped restore more than $1 billion in value to shareholders and secured some of the largest recoveries in shareholder derivative litigation history.
"Strong corporate governance isn't just good business, it's essential to maintaining investor trust. We believe fiduciaries should be accountable for their decisions and that shareholders deserve honesty, transparency, and fairness," said Brian J. Robbins, Founding Partner of Robbins LLP.
To be notified if a class action against Wix.com Ltd. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
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NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Wix.com Ltd. (“Wix” or the “Company”) (NASDAQ: WIX) and certain officers. The class action, filed in the United States District Court for the Northern District of Illinois, and docketed under 26-cv-08852, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Wix securities between February 19, 2025 and May 12, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Wix securities during the Class Period, you have until September 22, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Wix operates a cloud-based web development platform. The Company offers various services that allow users to create, customize, and manage professional websites.
Given Wix’s core business, the Company has, at all relevant times, endeavored to remain competitive by providing its customers with artificial intelligence- (“AI”) powered offerings. For example, in February 2025, Defendants touted Wix’s purportedly “innovati[ve]” AI technologies and solutions as a key competitive advantage the Company enjoyed. Further, in June 2025, Wix acquired Base44, a so-called “vibe coding” platform designed to enable users to build apps and websites simply by typing descriptions, without the need for any coding experience. Then, in January 2026, Wix launched Wix Harmony, intended to be the Company’s flagship AI site builder, with features designed to allow users to generate website designs, content, and layouts automatically based on their preferences.
Defendants consistently represented throughout the Class Period that Wix’s purported leadership in AI-powered web development set it apart from competitors with similar offerings. In reality, the Company’s costs were accelerating at an alarming rate as it struggled to maintain its relevance in this market, particularly as competing AI technologies and services were increasingly outpacing the capabilities of Wix’s own products.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Wix had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (ii) Wix had understated the costs associated with developing and promoting its AI product offerings; (iii) accordingly, Defendants overstated the commercial and financial benefits of Wix’s AI product offerings; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 21, 2025, when Wix issued a press release reporting its financial results for the first quarter (“Q1”) of 2025. Although the Company reported a 12% year-over-year increase in bookings, Wix maintained its 2025 revenue guidance in the range of $1.97 billion to $2 billion, falling short of analyst expectations. This conservative full-year guidance fueled investor and analyst concerns regarding Wix’s business and financial prospects and competition.
On this news, Wix’s stock price fell $29.40 per share, or 16.18%, to close at $152.34 per share on May 21, 2025.
On November 19, 2025, Wix reported its financial results for the third quarter of 2025. Among other items, Wix reported that its rising post-acquisition costs to support Base44 were having a material negative impact on the Company’s financial results and mitigating the positive impacts of AI-related tailwinds. Wix further revealed that these costs were generally comprised of AI compute and marketing costs.
On this news, Wix’s stock price fell $25.22 per share, or 19.87%, to close at $101.70 per share on November 19, 2025.
On March 27, 2026, JPMorgan issued a report on Wix, downgrading it to an “Underweight” from “Neutral” rating, and cutting its price target (“PT”) on the Company to $91.00 from $114.00. JPMorgan explained that “our conviction to the investment case has diminished on signs of core business revenue growth deceleration”, while expressing concern “that margin improvement will be slower and more volatile than investors anticipate.”
On this news, Wix’s stock price fell $2.37 per share, or 2.65%, to close at $87.14 per share on March 27, 2026.
On April 2, 2026, UBS likewise issued a report on Wix, downgrading it to a “Neutral” from “Buy” rating, and cutting its PT on the Company to $96.00 from $145.00, “after re-evaluating its growth algorithm for the core business and its margin profile.”
On this news, Wix’s stock price fell $8.55 per share, or 9.45%, to close at $81.95 per share on April 2, 2026.
On April 7, 2026, Citizens issued an investor note on Wix, downgrading it to a “Market Perform” from “Market Outperform” rating based on, inter alia, increased costs associated with Base44 and competition concerns.
On this news, Wix’s stock price fell $3.26 per share, or 3.87%, to close at $80.99 per share on April 7, 2026.
Then, on May 13, 2026, Wix reported its Q1 2026 results, including earnings and revenue below consensus expectations, and a sharp decline in operating margins that it largely attributed to softness in its professional developer business. On a related earnings call held the same day, Defendants acknowledged that Wix’s professional developer customers were using competing AI tools, the Company’s new Wix Harmony platform had “holes” and “missing capabilities,” there had been delays in delivering product updates and innovation to professional developer customers, and as a result the Company had fallen behind “the workflow and the needs of” professional developers.
On this news, Wix’s stock price fell $20.56 per share, or 27.1%, to close at $55.32 per share on May 13, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
San Francisco, California--(Newsfile Corp. - September 8, 2026) - Wix.com Ltd. (NASDAQ: WIX) faces a securities class action in the wake of mid-May's massive 27% drop in the price of the company's shares after Wix announced its Q1 2026 financial results. Among the disappointments, operating expenses unexpectedly spiked 46% year-over-year leading to questions about the company's ability to defend its core business.
The case is Yappi v. Wix.com Ltd., et al., No. 26-cv-08852 (N.D. Ill.).
The lawsuit seeks to represent investors who purchased or otherwise acquired Wix securities between February 19, 2025 and May 12, 2026.
National shareholders rights firm Hagens Berman continues its investigation into claims that Wix violated the federal securities laws and urges Wix investors who suffered significant losses to contact the firm now to discuss their rights.
Class Period: Feb. 19, 2025 - May 12, 2026
Lead Plaintiff Deadline: Sept. 22, 2026
Visit: www.hbsslaw.com/wix
Contact the Firm Now: [email protected]
844-916-0895
Wix.com Ltd. (WIX) Securities Class Action:
Global web development platform company Wix faces increasing competitive challenges posed by vibe coding, a software development trend where a person builds apps or websites by giving plain-language instructions to an AI rather than writing code line-by-line.
To confront this challenge, Wix positioned AI initiatives, Base44 and Harmony, as its two-pillar response to the vibe coding trend threatening the company's core business.
The company has provided numerous assurances to investors, including that "[w]e expect innovation-driven growth to be accompanied by high impact but disciplined investments to fully unlock the market opportunity ahead for both Wix and Base44." In addition, Wix has emphasized "[e]arly Wix Harmony performance is better than expected, with improved conversion and monetization[,]" and "[t]ogether, Wix Harmony and Base44 open up the world of what's possible on Wix[.]"
The complaint alleges that Wix made false and misleading statements while failing to disclose that, with respect to its AI product offerings, Wix overstated their competitiveness and performance, understated the costs associated with developing and promoting them and, accordingly, overstated their commercial and financial benefits.
Investors began to learn the truth on May 21, 2025, when Wix provided 2025 revenue guidance falling short of analyst expectation and fueling concerns about the company's competitiveness. Then, on November 19, 2025, Wix reported its Q3 2025 results indicating rising post-Base44-acquisition costs (AI compute and marketing) were having a material negative impact on its financial results. Each of these triggered sharp selloffs in the price of the stock and triggered analyst downgrades on concerns over core business growth deceleration, increasing costs, and competitive positioning.
Finally, on May 13, 2026, Wix revealed aggressive and front-loaded AI compute expenses for Harmony and Base44. More specifically, the rapid expansion of Base44 and Harmony rollout radically altered Wix's cost structure primarily through front-loading sales and marketing ("S&M") expenses. Collectively, the initiatives drove non-GAAP S&M expenses to $190.7 million, a year-over-year 88% increase that caused the company's non-GAAP operating margin to collapse from 21% during the prior year period to just 5% while sending its quarterly operating expenses up 46% from the prior year period.
During the earnings call that day, management acknowledged that professional development customers were using competing AI tools, the Harmony platform had "holes" and "missing capabilities," and there had been delays in delivering product updates and innovation to professional developer customers resulting in Wix falling behind their workflows and needs.
The market swiftly reacted that day, scalping over $1.1 billion from Wix's market capitalization and prompting analysts' surprise over the magnitude of the margin miss.
"We're investigating whether Wix may have intentionally understated the adverse effects of its AI initiatives on its operating results," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Wix and have substantial losses, or have knowledge that may assist the firm's investigation, submit your losses now »
If you'd like more information and answers to frequently asked questions about the Wix case and the firm's investigation, read more »
Whistleblowers: Persons with non-public information regarding Wix should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
# # #
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Contact: Hagens Berman, Reed Kathrein, 715 Hearst Avenue, Suite 300, Berkeley, CA 94710, 844-916-0895, [email protected]
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313506
Source: Hagens Berman Sobol Shapiro LLP
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NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Kirby McInerney LLP reminds Wix.com Ltd. (“Wix” or the “Company”) (NASDAQ: WIX) investors of the September 22, 2026 deadline to seek the role of lead plaintiff in a pending federal securities class action. Investors are encouraged to contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below to discuss your rights or interests in the securities fraud class action lawsuit at no cost.
[CONTACT THE FIRM IF YOU SUFFERED A LOSS]
What Is The Lawsuit About?
The lawsuit has been filed on behalf of investors who purchased securities during the period of February 19, 2025 and May 12, 2026, inclusive (“the Class Period”). The lawsuit alleges that Wix made materially false and misleading statements and/or failed to disclose that: (i) Wix had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (ii) Wix had understated the costs associated with developing and promoting its AI product offerings; (iii) accordingly, Defendants overstated the commercial and financial benefits of Wix’s AI product offerings; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
On May 21, 2025, Wix issued a press release reporting its first quarter 2025 results, in which the Company maintained its 2025 revenue guidance in the range of $1.97 billion to $2 billion, falling short of analyst expectations. Wix also provided disappointing revenue guidance for second quarter 2025 in the range of $485 million to $489 million, below consensus estimates of $490.13 million. On this news, Wix’s stock price fell $29.40 per share, or 16.18%, to close at $152.34 per share on May 21, 2025.
On November 19, 2025, Wix reported its third quarter 2025 results, revealing that its rising post-acquisition costs to support Base44 were having a material negative impact on the Company’s financial results and mitigating the positive impacts of AI-related tailwinds. On this news, the Company’s stock price fell $25.22 per share, or 19.87%, to close at $101.70 per share on November 19, 2025.
On March 27, 2026, JPMorgan issued a report on Wix, downgrading it to an “Underweight” from “Neutral” rating and cutting its price target (“PT”) to $91.00 from $114.00. On this news, Wix’s stock price fell $2.37 per share, or 2.65%, to close at $87.14 per share on March 27, 2026.
On April 2, 2026, UBS issued a report on Wix, downgrading it to a “Neutral” from “Buy” rating and cutting its PT to $96.00 from $145.00. On this news, Wix’s stock price fell $8.55 per share, or 9.45%, to close at $81.95 per share on April 2, 2026.
On April 7, 2026, Citizens issued an investor note on Wix, downgrading it to a “Market Perform” from “Market Outperform” rating based on increased costs associated with Base44 and competition concerns. On this news, Wix’s stock price fell $3.26 per share, or 3.87%, to close at $80.99 per share on April 7, 2026.
On May 13, 2026, Wix announced its first quarter 2026 results, reporting first quarter non-GAAP earnings per share of $0.68, missing consensus estimates by $0.54, and revenue of $541.17 million, missing consensus estimates by $2.87 million. The Company also reported a sharp decline in operating margins. On a related earnings call held the same day, Co-Founder and President Nir Zohar acknowledged that Wix’s professional developer customers were using competing AI tools, the Company’s new Wix Harmony platform had “holes” and “missing capabilities,” there had been delays in delivering product updates and innovation to professional developer customers, and as a result the Company had fallen behind “the workflow and the needs of” professional developers. On this news, Wix’s stock price fell $20.56 per share, or 27.1%, to close at $55.32 per share on May 13, 2026.
[CLICK HERE TO LEARN MORE ABOUT THE CLASS ACTION]
What Should I Do?
If you purchased or otherwise acquired Wix securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
What is the Lead Plaintiff Deadline?
Courts do not consider applications filed after this deadline. The lead plaintiff oversees the litigation on behalf of the class and may influence key decisions, including litigation strategy and settlement. Courts regularly appoint individual investors as lead plaintiffs, not only institutions. Learn more about the lead plaintiff process and eligibility requirements here.
[WHAT IS A SECURITIES CLASS ACTION?]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Wix.com Ltd. (NASDAQ: WIX) between February 19, 2025 and May 12, 2026, inclusive (the “Class Period”), of the important September 22, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Wix securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Wix class action, go to https://rosenlegal.com/cases/wixcom-ltd/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 22, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Wix had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (2) Wix had understated the costs associated with developing and promoting its AI product offerings; (3) accordingly, defendants overstated the commercial and financial benefits of Wix’s AI product offerings; and (4) as a result, defendants’ public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Wix class action, go to https://rosenlegal.com/cases/wixcom-ltd/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
New York, New York--(Newsfile Corp. - September 8, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Wix.com Ltd. (NASDAQ: WIX) between February 19, 2025 and May 12, 2026, inclusive (the "Class Period"), of the important September 22, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Wix securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Wix class action, go to https://rosenlegal.com/cases/wixcom-ltd/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 22, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Wix had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (2) Wix had understated the costs associated with developing and promoting its AI product offerings; (3) accordingly, defendants overstated the commercial and financial benefits of Wix's AI product offerings; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Wix class action, go to https://rosenlegal.com/cases/wixcom-ltd/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313548
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK and NEW ORLEANS, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in Wix.com Ltd. (“Wix” or the “Company”) (NasdaqGS: WIX) of a class action securities lawsuit.
CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of investors who purchased or otherwise acquired Wix securities between February 19, 2025 and May 12, 2026, inclusive (the “Class Period”). This action is pending in the United States District Court for the Northern District of Illinois.
Follow the link below to get more information and be contacted by a member of our team:
https://www.ksfcounsel.com/cases/nasdaqgs-wix/
Wix investors should contact KSF Managing Partner Lewis Kahn toll-free at 1-833-538-3616 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-wix/ to learn more.
>>>CLICK HERE for more information
CASE DETAILS: According to the Complaint, Wix and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.
The alleged false and misleading statements and/or omissions include, but are not limited to, that: (i) the Company had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (ii) the Company had understated the costs associated with developing and promoting its AI product offerings; (iii) accordingly, Defendants overstated the commercial and financial benefits of Wix’s AI product offerings; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The case is Yappi v. Wix.com Ltd., et al., No. 26-cv-08852.
WHAT TO DO? If you invested in Wix and suffered a loss during the relevant time frame, you have until September 22, 2026 to request that the Court appoint you as lead plaintiff; however, your ability to share in any recovery does not require that you serve as a lead plaintiff.
>>>To Learn More, Click HERE
About Kahn Swick & Foti, LLC
KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.
TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services
To learn more about KSF, you may visit www.ksfcounsel.com.
>>>For More Information about the case, Click HERE
Contact:
Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner [email protected]
1-833-538-3616
1100 Poydras St., Suite 960
New Orleans, LA 70163
SOUTH SAN FRANCISCO, Calif., Sept. 08, 2026 (GLOBE NEWSWIRE) -- Vaxart, Inc. (OTCQX: VXRT), a clinical-stage biotechnology company developing a range of oral recombinant vaccines based on its proprietary delivery platform, today announced that a member of its management team will present at the H.C. Wainwright 28th Annual Global Investment Conference, taking place September 14-16, 2026.
H.C. Wainwright 28th Annual Global Investment Conference
Date: Monday, September 14
Time: 1:00 p.m. – 1:30 p.m. ET
A live webcast will be available on the Company’s investor relations website at https://investors.vaxart.com, and a replay of the presentation will be available for 30 days following the conclusion of the event.
Investors interested in meeting with management during the conference may reach out to their H.C. Wainwright representative.
About Vaxart
Vaxart is a clinical-stage biotechnology company developing a range of oral recombinant vaccines based on its proprietary delivery platform. Vaxart vaccines are designed to be administered using pills that can be stored and shipped without refrigeration and eliminate the risk of needle-stick injury. Vaxart believes that its proprietary pill vaccine delivery platform is suitable to deliver recombinant vaccines, positioning the company to develop oral versions of currently marketed vaccines and to design recombinant vaccines for new indications. Vaxart’s development programs currently include pill vaccines designed to protect against coronavirus, norovirus and influenza, as well as a therapeutic vaccine for human papillomavirus (HPV), Vaxart’s first immune-oncology indication. Vaxart has filed broad domestic and international patent applications covering its proprietary technology and creations for oral vaccination using adenovirus and TLR3 agonists.
Contact
Vaxart Media and Investor Relations:
FINN Partners [email protected]
Legal & General Group Plc acquired a new position in Kosmos Energy Ltd. (NYSE:KOS – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 351,680 shares of the oil and gas producer’s stock, valued at approximately $742,000. Legal & General Group Plc owned 0.06% of Kosmos Energy as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also made changes to their positions in KOS. Equinox Partners Investment Management LLC grew its holdings in Kosmos Energy by 6.2% in the 1st quarter. Equinox Partners Investment Management LLC now owns 20,678,033 shares of the oil and gas producer’s stock valued at $57,485,000 after buying an additional 1,208,053 shares during the last quarter. Vanguard Group Inc. lifted its holdings in shares of Kosmos Energy by 2.0% during the third quarter. Vanguard Group Inc. now owns 14,320,597 shares of the oil and gas producer’s stock worth $23,772,000 after buying an additional 286,593 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of Kosmos Energy by 19.5% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 12,045,593 shares of the oil and gas producer’s stock worth $10,930,000 after buying an additional 1,962,936 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Kosmos Energy by 8.0% in the fourth quarter. Geode Capital Management LLC now owns 11,272,318 shares of the oil and gas producer’s stock valued at $10,230,000 after acquiring an additional 832,029 shares during the period. Finally, Invesco Ltd. boosted its position in shares of Kosmos Energy by 3.0% in the third quarter. Invesco Ltd. now owns 9,903,093 shares of the oil and gas producer’s stock valued at $16,439,000 after acquiring an additional 289,626 shares during the period. Institutional investors and hedge funds own 95.33% of the company’s stock.
Insider Activity In related news, CFO Nealesh D. Shah sold 45,980 shares of the company’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $2.05, for a total value of $94,259.00. Following the sale, the chief financial officer owned 1,935,410 shares of the company’s stock, valued at $3,967,590.50. The trade was a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Andrew G. Inglis sold 85,935 shares of the stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $2.05, for a total transaction of $176,166.75. Following the completion of the transaction, the chief executive officer directly owned 4,678,043 shares of the company’s stock, valued at $9,589,988.15. This trade represents a 1.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 169,012 shares of company stock worth $346,475. 1.90% of the stock is currently owned by corporate insiders.
Analyst Ratings Changes KOS has been the topic of a number of research reports. Mizuho raised shares of Kosmos Energy to a “strong sell” rating in a research report on Friday, July 31st. Stephens reduced their price target on shares of Kosmos Energy from $3.00 to $2.40 and set an “equal weight” rating for the company in a report on Tuesday, July 21st. Royal Bank Of Canada lowered shares of Kosmos Energy to a “neutral” rating in a research report on Wednesday, May 27th. Wall Street Zen upgraded shares of Kosmos Energy from a “buy” rating to a “strong-buy” rating in a report on Saturday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Kosmos Energy in a report on Monday, August 3rd. Two analysts have rated the stock with a Buy rating, three have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Reduce” and an average target price of $2.53. Read Our Latest Report on KOS
Kosmos Energy Stock Performance KOS opened at $2.79 on Tuesday. The stock has a market cap of $1.66 billion, a PE ratio of -2.34, a P/E/G ratio of 0.21 and a beta of 0.73. The company has a current ratio of 0.59, a quick ratio of 0.38 and a debt-to-equity ratio of 3.58. Kosmos Energy Ltd. has a 1 year low of $0.84 and a 1 year high of $3.34. The stock’s 50 day simple moving average is $2.53 and its 200-day simple moving average is $2.62.
Kosmos Energy (NYSE:KOS – Get Free Report) last issued its earnings results on Monday, August 3rd. The oil and gas producer reported $0.11 EPS for the quarter, topping the consensus estimate of $0.09 by $0.02. The firm had revenue of $607.25 million during the quarter, compared to analysts’ expectations of $483.23 million. Kosmos Energy had a negative return on equity of 17.73% and a negative net margin of 33.98%. Sell-side analysts forecast that Kosmos Energy Ltd. will post 0.45 EPS for the current year.
Kosmos Energy Company Profile (Free Report)
Kosmos Energy Ltd. is an independent oil and gas exploration and production company headquartered in Dallas, Texas. Since its founding in 2003, the company has focused on identifying and developing hydrocarbon reserves in frontier and emerging basins around the world. Kosmos combines geological and geophysical expertise with a disciplined approach to acreage acquisition and partner selection to pursue high‐impact offshore exploration opportunities.
The company’s portfolio is anchored by assets in West Africa and the Gulf of Mexico.
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NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of FuelCell Energy, Inc. (“FuelCell” or the “Company”) (NASDAQ: FCEL). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether FuelCell and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On June 24, 2026, FuelCell and Fit Energy USA LP (“Fit Energy”) issued a press release “announc[ing] a strategic agreement for up to 380 megawatts (MW) of clean, baseload on-site power for data centers using FuelCell Energy’s utility-scale fuel cell technology” which “includes an immediate deposit for an initial 30 MW of power scheduled to begin delivery later this year.” Then, on September 2, 2026, FuelCell reported its fiscal third-quarter results and disclosed that its product costs and manufacturing overhead currently exceeded the contractual pricing established under the Fit Energy agreement. FuelCell recorded approximately $17 million in charges associated with the initial 30 MW phase, consisting of approximately $4 million to reduce the carrying value of certain inventory to net realizable value and approximately $13 million for losses on firm purchase commitments.
On this news, FuelCell’s stock price fell $2.68 per share, or 15.69%, to close at $14.40 per share on September 2, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
New York, New York--(Newsfile Corp. - September 8, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against FuelCell Energy, Inc. ("FuelCell" or the "Company") (NASDAQ: FCEL).
CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION
If you are a FuelCell investor and have suffered losses, or if you have information that could assist in the FuelCell investigation, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
On June 24, 2026, FuelCell announced a "strategic agreement" with Fit Energy USA LP ("Fit Energy") to manufacture, sell and deliver carbonate fuel cell block systems "for up to 380 megawatts (MW) of clean, baseload on-site power for data centers using FuelCell Energy's utility-scale fuel cell technology[,]" including "an immediate deposit for an initial 30 MW of power scheduled to begin delivery later this year."
On or around July 9, 2026, FuelCell completed an underwritten public offering of common stock, selling over 12 million shares at $21 per share for net proceeds of about $245.5 million
Then, on September 2, 2026, FuelCell reported financial results for fiscal third quarter 2026 for the quarter ending July 31, 2026. During the earnings calls, FuelCell's Chief Financial Officer ("CFO") disclosed that the "the primary driver" of the Company's "gross loss of $24.5 million in the third quarter of fiscal 2026 compared to a gross loss of $5.1 million in the third quarter of fiscal 2025" was "$17 million of charges recorded during the quarter, consisting of approximately $4 million to reduce the carrying value of certain inventories to net realizable, and approximately $13 million for losses on firm purchase commitments." Further, FuelCell's CFO stated "[b]oth were recorded in connection with Phase 0 of our CEPA with [Fit Energy] due to the fact that our current product costs and manufacturing overhead exceed the contractual pricing established under that agreement."
Following this news, the price of FuelCell stock fell $2.68 per share, or 15.7%, to close at $14.40 per share on September 2, 2026.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this investigation, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
SAN FRANCISCO, Sept. 08, 2026 (GLOBE NEWSWIRE) -- On September 2, 2026, investors in FuelCell Energy, Inc. (NASDAQ: FCEL) saw the price of their shares fall $2.68 (-15.7%) after the company reported a massive year-over-year Q3 gross loss, mostly attributable to its agreement to supply its products to Fit Energy.
The revelations have prompted national shareholders rights firm Hagens Berman to open an investigation into whether FuelCell has been sufficiently transparent about the economics of its Fit Energy and, if not, whether the company may have violated the U.S. securities laws.
The firm encourages FuelCell investors who suffered substantial losses to submit your losses now. Persons with knowledge who may be able to assist the investigation are invited to contact the firm’s attorneys.
Visit: www.hbsslaw.com/cases/fcel
Direct Contact Email: [email protected]
Firm Telephone: 844-916-0895
FuelCell Energy (FCEL) Investigation
On June 23, 2026, FuelCell announced that it and Fit Energy entered into a capital equipment purchase agreement (“CEPA”) under which Fit would purchase FuelCell’s carbonate fuel cell block systems whose total aggregate generating capacity was up to 380 megawatts (“MW”) across four phases.
CEO Jason Few said, “[t]his agreement further validates our decision to scale our operations to 500 MW, preserving our ability to serve a broad and growing pipeline of customers.”
Then, on or about July 7, 2026 (three weeks before its quarter ended on July 31, 2026), FuelCell issued about 12 million shares at $21 per share. While the offering documents disclosed the structure and terms under the CEPA, they may not have been sufficiently transparent about financial pressures already occurring.
Investors learned more on September 2, 2026, when FuelCell reported a Q3 2026 gross loss of $24.5 million compared to the year earlier quarter gross loss of $5.1 million. The company blamed the 380% increase on $17 million of charges “recorded in connection with Phase 0 of our capital equipment purchase agreement, or CEPA with Fit Energy, due to the fact that our current product costs and manufacturing overhead exceed the contractual pricing established under that agreement.”
The market swiftly reacted, sending the price of FuelCell shares down $2.68 (-15.7%) to close at $14.40, about 31% lower than the offering price.
“We’re focused on whether FuelCell may have misled investors about its product costs and overhead, and if so, whether there may be an adverse impact on Fit Energy’s decisions to proceed with the remaining phases of the CEPA,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in FuelCell and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
Whistleblowers: Persons with non-public information regarding FuelCell should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Contact: Hagens Berman, Reed Kathrein, 715 Hearst Avenue, Suite 300, Berkeley, CA 94710, 844-916-0895, [email protected]
NEW YORK--(BUSINESS WIRE)---- $FCEL #ClassActionLawsuit--The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of FuelCell Energy, Inc. (“FuelCell” or the “Company”) (NASDAQ: FCEL) investors concerning the Company's and/or members of its senior management's possible violation of the federal securities laws or other unlawful business practices. [LEARN MORE ABOUT THE INVESTIGATION] What Happened? On September 2, 2026, FuelCell filed its Quarterly Report, disclosing approximately $17 million in i.
FCEL SHAREHOLDER ALERT: FuelCell Energy, Inc. Investors Encouraged to Contact Kirby McInerney LLP About Potential Securities Laws Violations The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of FuelCell Energy, Inc. (“FuelCell” or the “Company”) (NASDAQ: FCEL) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws or other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On September 2, 2026, FuelCell filed its Quarterly Report, disclosing approximately $17 million in inventory and firm-purchase-commitment charges associated with the initial 30 MW phase of its Fit Energy agreement. Announced on June 24, 2026, the Fit Energy agreement contemplates up to 380 MW of fuel cell systems across four phases, with the initial phase covering 30 MW. FuelCell further revealed that its product costs and manufacturing overhead currently exceed the contractual pricing established under the Fit Energy agreement, stating, “The gross loss from product revenues for the three months ended July 31, 2026 reflects product costs and manufacturing overhead that currently exceed the contractual pricing established under the CEPA with Fit.” On this news, FuelCell’s stock price fell $2.68, or 15.7%, to close at $14.40 per share on September 2, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired FuelCell securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260908283129/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Rithm (RITM - Free Report) ended the recent trading session at $9.95, demonstrating a -1.29% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 0.58%. Meanwhile, the Dow lost 1.18%, and the Nasdaq, a tech-heavy index, lost 0.32%.
Prior to today's trading, shares of the real estate investment trust had lost 0.3% lagged the Finance sector's gain of 0.23% and was narrower than the S&P 500's loss of 0.36%.
Analysts and investors alike will be keeping a close eye on the performance of Rithm in its upcoming earnings disclosure. The company's upcoming EPS is projected at $0.51, signifying a 5.56% drop compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $1.47 billion, indicating a 33.3% increase compared to the same quarter of the previous year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $2.26 per share and a revenue of $5.84 billion, signifying shifts of -3.83% and +33.21%, respectively, from the last year.
It is also important to note the recent changes to analyst estimates for Rithm. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, there's been a 1.8% rise in the Zacks Consensus EPS estimate. Rithm is holding a Zacks Rank of #3 (Hold) right now.
Looking at valuation, Rithm is presently trading at a Forward P/E ratio of 4.46. This valuation marks a discount compared to its industry average Forward P/E of 11.91.
One should further note that RITM currently holds a PEG ratio of 0.64. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Financial - Miscellaneous Services industry was having an average PEG ratio of 1.12.
The Financial - Miscellaneous Services industry is part of the Finance sector. This industry, currently bearing a Zacks Industry Rank of 157, finds itself in the bottom 37% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
SiriusXM is still valued like a declining business, despite strong free cash flow. Advertising is becoming the main growth engine, led by podcasts, AdsWizz, and programmatic demand. The YouTube deal could materially boost earnings, with Deutsche Bank estimating $350–400 million of EBITDA by 2029.
Longtime SiriusXM leader will advance the Company's product experiences and technology strategy
, /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that Sean Gibbons has been promoted to Senior Vice President, Chief Product and Technology Officer, reporting to Chief Executive Officer Jennifer Witz and joining the Company's Executive Leadership Team. In this role, Gibbons will lead product and technology across SiriusXM and Pandora, with responsibility for product strategy and development, technology platforms and engineering, automotive and streaming distribution partnerships, and advertising technology.
"Sean has helped shape SiriusXM through some of our most important product and technology transformations, including the development and successful rollout of SiriusXM with 360L," said Jennifer Witz, Chief Executive Officer, SiriusXM. "He brings more than two decades of experience, deep knowledge of our business and a strong track record of bringing together teams, technology and partnerships to deliver for consumers. Sean is a highly respected leader and the right person to help us accelerate innovation, improve the customer experience and advance the products, platforms and partnerships that will support our growth."
Gibbons' key priorities will include advancing SiriusXM with 360L and the Company's next generation of in-car experiences; shaping the long-term technology roadmap supporting SiriusXM's satellite, broadcast and streaming platforms; applying AI to improve personalization, discovery and customer service; and creating more dynamic, connected and participatory experiences across SiriusXM's in-vehicle and streaming platforms.
"SiriusXM has a unique set of assets and a tremendous opportunity to make them work together even more powerfully for listeners," said Gibbons. "We can pair the reach and reliability of satellite with the flexibility of streaming and the intelligence of AI to make it easier for people to discover what they love, stay connected wherever they listen and participate more deeply in the content and moments that matter to them. I'm excited to take on this role and help shape the next generation of the SiriusXM experience."
Gibbons joined Sirius in 2000, before the company's first satellite launch, and has held leadership roles spanning product management, engineering, automotive, streaming, content technology and strategic partnerships. During his tenure, he established SiriusXM's first formal Product Management organization and later founded and led its first Streaming organization, expanding the SiriusXM experience across mobile, web and connected-home platforms.
Most recently, Gibbons led SiriusXM's Automotive organization, bringing together product, user experience, engineering and automotive partnerships to advance the company's in-vehicle experiences and relationships with leading automakers. Across more than two decades at SiriusXM, he has played a central role in many of the Company's most significant product and technology transformations, including its evolution toward connected, software-defined vehicle experiences and hybrid satellite-and-IP services.
About Sirius XM Holdings Inc.
SiriusXM is the leading audio entertainment company in North America, with a portfolio of audio businesses including its flagship subscription entertainment service SiriusXM; the ad-supported and premium music streaming services of Pandora; an expansive podcast network; and a complete ecosystem of advertising solutions through SiriusXM Media and AdsWizz. SiriusXM offers live, on-demand, and human-curated programming across music, talk, news, sports, and podcasts, and the company reaches approximately 255 million monthly listeners across its platforms. With deep automotive manufacturer relationships and unique spectrum assets, SiriusXM is built to reach listeners wherever they are. The company connects fans to the voices, creators, and moments they love - creating communities where listeners engage, participate, and belong. For more about SiriusXM, please go to: https://www.siriusxm.com/
SiriusXM Names Sean Gibbons Chief Product and Technology Officer PR Newswire
NEW YORK, Sept. 8, 2026
Longtime SiriusXM leader will advance the Company's product experiences and technology strategy
, /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) today announced that Sean Gibbons has been promoted to Senior Vice President, Chief Product and Technology Officer, reporting to Chief Executive Officer Jennifer Witz and joining the Company's Executive Leadership Team. In this role, Gibbons will lead product and technology across SiriusXM and Pandora, with responsibility for product strategy and development, technology platforms and engineering, automotive and streaming distribution partnerships, and advertising technology.
"Sean has helped shape SiriusXM through some of our most important product and technology transformations, including the development and successful rollout of SiriusXM with 360L," said Jennifer Witz, Chief Executive Officer, SiriusXM. "He brings more than two decades of experience, deep knowledge of our business and a strong track record of bringing together teams, technology and partnerships to deliver for consumers. Sean is a highly respected leader and the right person to help us accelerate innovation, improve the customer experience and advance the products, platforms and partnerships that will support our growth."
Gibbons' key priorities will include advancing SiriusXM with 360L and the Company's next generation of in-car experiences; shaping the long-term technology roadmap supporting SiriusXM's satellite, broadcast and streaming platforms; applying AI to improve personalization, discovery and customer service; and creating more dynamic, connected and participatory experiences across SiriusXM's in-vehicle and streaming platforms.
"SiriusXM has a unique set of assets and a tremendous opportunity to make them work together even more powerfully for listeners," said Gibbons. "We can pair the reach and reliability of satellite with the flexibility of streaming and the intelligence of AI to make it easier for people to discover what they love, stay connected wherever they listen and participate more deeply in the content and moments that matter to them. I'm excited to take on this role and help shape the next generation of the SiriusXM experience."
Gibbons joined Sirius in 2000, before the company's first satellite launch, and has held leadership roles spanning product management, engineering, automotive, streaming, content technology and strategic partnerships. During his tenure, he established SiriusXM's first formal Product Management organization and later founded and led its first Streaming organization, expanding the SiriusXM experience across mobile, web and connected-home platforms.
Most recently, Gibbons led SiriusXM's Automotive organization, bringing together product, user experience, engineering and automotive partnerships to advance the company's in-vehicle experiences and relationships with leading automakers. Across more than two decades at SiriusXM, he has played a central role in many of the Company's most significant product and technology transformations, including its evolution toward connected, software-defined vehicle experiences and hybrid satellite-and-IP services.
About Sirius XM Holdings Inc.
SiriusXM is the leading audio entertainment company in North America, with a portfolio of audio businesses including its flagship subscription entertainment service SiriusXM; the ad-supported and premium music streaming services of Pandora; an expansive podcast network; and a complete ecosystem of advertising solutions through SiriusXM Media and AdsWizz. SiriusXM offers live, on-demand, and human-curated programming across music, talk, news, sports, and podcasts, and the company reaches approximately 255 million monthly listeners across its platforms. With deep automotive manufacturer relationships and unique spectrum assets, SiriusXM is built to reach listeners wherever they are. The company connects fans to the voices, creators, and moments they love - creating communities where listeners engage, participate, and belong. For more about SiriusXM, please go to: https://www.siriusxm.com/
Source: SiriusXM
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BEVERLY HILLS, CA / ACCESS Newswire / September 8, 2026 / Kartoon Studios, Inc. (NYSE American:TOON) ("Kartoon Studios" or the "Company"), a global entertainment company creating, producing, distributing and licensing children's and family content, today announced that the Company filed its proxy statement with the U.S. Securities and Exchange Commission on Friday, September 4, 2026, which included a letter to shareholders from Andy Heyward, Chairman and Chief Executive Officer.
The letter can also be accessed on the Company's website by visiting https://ir.kartoonstudios.com/annual-reports.
DEAR FELLOW SHAREHOLDERS,
For many years, I created the animated movie that opened the annual Berkshire Hathaway shareholders meeting, and have had the privilege of producing an animated series for children with Warren Buffett called Secret Millionaires Club. Warren often reminded young viewers that success is rarely built overnight. It comes from patience, discipline, sound judgment, and the willingness to plant seeds whose shade you may not enjoy for many years.
That lesson has stayed with me throughout my career, and it is especially relevant to Kartoon Studios today.
For much of my professional life, I have been fortunate to work alongside some of the most accomplished visionaries in entertainment.
I learned storytelling from Joe Barbera at Hanna-Barbera, where I had the privilege of sitting at the feet of a master, who created such greats as YOGI BEAR, SCOOBY DOO, and THE FLINTSTONES. Joe taught me how to tell a story, how to develop characters, and how to understand the simple truth that great entertainment begins with great storytelling.
I worked closely with Ted Turner in creating and producing Captain Planet, a franchise born from his passion for environmental stewardship and his belief that children's entertainment could help improve the world. Though we lost Ted this past year, his vision and friendship remain among the treasures of my career.
I was equally fortunate to spend many years alongside the legendary Stan Lee, whose imagination gave the world Spider-Man, Iron Man, the Avengers, Black Panther, Fantastic Four, and countless other iconic creations. Today, through our stewardship of the Stan Lee Universe, we are entrusted with preserving and extending one of the most significant creative legacies in entertainment history. It is a responsibility we take seriously and a privilege we treasure.
Over the course of my career, I have created, produced, written, or supervised more than 6,000 animated episodes. The lessons I learned from these remarkable individuals remain at the core of everything we do at Kartoon Studios today.
Most importantly, they taught me something that is perhaps more relevant today than ever before:
Great intellectual property is rare.
A successful television series is valuable.
A hit movie is valuable.
But a franchise that can endure across generations, across product categories, across platforms, and across global markets is something entirely different.
Those assets are exceedingly rare.
That has been our mission at Kartoon Studios: to build enduring intellectual property capable of creating value for decades.
FROM INVESTMENT TO OPPORTUNITY
Over the last several years, we have been building.
We invested in intellectual property.
We invested in production capabilities.
We invested in distribution.
We invested in licensing, consumer products, technology, infrastructure, and talent.
Those investments were not made to generate short-term excitement. They were made to create long-term shareholder value.
While that journey required patience, it has transformed Kartoon Studios into a fundamentally stronger company.
Today, we enter our next chapter from a position of considerable financial strength. We have built a balance sheet with more than $40 million in cash and no long-term debt.
In an industry where many companies are burdened by long-term debt and leverage, or restricted by capital limitations, we enjoy something increasingly uncommon: flexibility.
Flexibility to invest.
Flexibility to pursue strategic opportunities.
Flexibility to think long term.
Many companies possess capital but lack meaningful brands. Others possess great brands but lack the resources to fully exploit them. We believe Kartoon Studios is becoming distinguished by having both.
And a pipeline of new franchises we believe can create meaningful value for years to come.
BUILDING A TEAM FOR THE NEXT CHAPTER
While intellectual property is the foundation of our business, history teaches us that great brands alone do not create great companies.
Great execution does.
During the past year, we were extremely fortunate to welcome Jeffrey Schlesinger to our Board of Directors.
Jeff joins us following an extraordinary twenty-five-year career at Warner Bros., where he served as President of Worldwide Television.
During his tenure, Jeff oversaw a business unit generating several billions of dollars annually while monetizing some of the most successful entertainment franchises in television history, including Friends, The Big Bang Theory, ER, and many others. Equally important to us, he oversaw the global exploitation of one of the most valuable animation libraries ever assembled, including Looney Tunes, Scooby-Doo, The Flintstones, The Smurfs, and many other iconic brands.
Few executives in the entertainment industry possess Jeff's depth of experience in transforming intellectual property into enduring, multi-generational businesses. His expertise in licensing, distribution, consumer products, and franchise monetization has already proven invaluable as he chairs the Audit Committee, as we position Kartoon Studios for its next phase of growth.
Jeff's leadership is complemented by the outstanding work of our Chief Financial Officer, Brian Parisi, whom we recruited following his successful tenure with the NFL Football Hall of Fame. Brian has brought extraordinary financial discipline, operational rigor, and strategic insight to Kartoon Studios. His accomplishments were recognized when he was named last year, as Public Company CFO of the Year by the Los Angeles Business Journal.
Together, Jeff, Brian, and our broader leadership team have helped build something that may not always be visible on the screen but is every bit as important: a disciplined operating company designed to create long-term shareholder value.
Simply put, we believe we now possess not only exceptional assets, but also the leadership necessary to unlock their full value.
A FUNDAMENTAL SHIFT IN OUR BUSINESS MODEL
Throughout my career, I have been fortunate to create, produce, write, or oversee thousands of episodes of children's and family entertainment.
Along the way, I have had the privilege of working with some of the world's most respected media and consumer products companies, including Disney, Netflix, Sony, Mattel, and many others.
Many of the programs and franchises associated with those efforts ultimately generated billions of dollars in value for their owners.
Yet in most cases, we did not own those brands.
We created them.
We produced them.
We helped build them.
But the long-term economic benefits belonged largely to others.
That was the traditional business model of the animation industry for decades, and for Kartoon Studios. Create the content, Deliver the episodes, Collect the production fee, Move on to the next assignment.
There is nothing wrong with that model.
In fact, it helped me build a rewarding career doing what I love. But it is not the model that creates the greatest long-term value for shareholders.
The greatest economic rewards of successful intellectual property are generally realized long after production is completed through licensing, merchandising, consumer products, publishing, streaming, international distribution, gaming, live experiences, and the many revenue streams that great brands can generate for decades.
Historically, those economics flowed primarily to the owners of the intellectual property.
Today, we are pursuing a fundamentally different strategy:
At Kartoon Studios, we are increasingly focused on developing, acquiring, controlling, and monetizing intellectual property that we own.
That distinction may seem subtle.
Economically, it changes everything.
Rather than creating value primarily for third parties, we are now creating value for Kartoon Studios shareholders.
The experience we gained helping build successful franchises for some of the world's largest entertainment companies including Disney, Sony, MGM, Netflix, Mattel, Hasbro, and others, has given us a unique perspective on what causes brands to endure.
Today, we are applying those lessons to properties that we own and control. That strategic shift is one of the primary reasons we have invested so heavily in our intellectual property portfolio, our distribution platforms, our licensing capabilities, and our balance sheet.
Our objective is no longer simply to create successful content.
Our objective is to create enduring franchises that can compound value over many years and potentially across generations.
When I look at assets such as Hundred Acre Wood, Stan Lee's Superhero Pets, Stan Lee Universe, Captain Planet, Bitcoin Brigade, and the other properties within our portfolio today, I believe we are better positioned than at any point in our history to achieve that goal, and among the strongest providers of IP in the world.
THE OPPORTUNITY CALLED HUNDRED ACRE WOOD
Nothing better illustrates the opportunity before us than Hundred Acre Wood. When the copyrights to A.A. Milne's original works entered the public domain across much of the world, many saw only a legal milestone.
We saw a creative opportunity unlike any we had encountered in decades.
Rather than merely reproduce what had come before, we chose to reimagine Winnie-the-Pooh and his friends for a new generation. We developed an entirely original visual style, a fresh creative approach, and an imaginative interpretation of the Hundred Acre Wood itself.
At the same time, we secured the valuable Hundred Acre Wood trademark, creating a protected franchise platform for the future.
TO BRING THIS VISION TO LIFE, WE ASSEMBLED AN EXTRAORDINARY CREATIVE TEAM.
The result is not simply another animated series.
Hundred Acre Wood is a world built around kindness, imagination, friendship, emotional intelligence, and wonder.
In a world that often seems louder, faster, and more divided than ever before, Hundred Acre Wood is intended to be an oasis of goodness.
We believe children need that now more than ever.
THE STAN LEE UNIVERSE
We continue to see extraordinary opportunities within the Stan Lee Universe. Few individuals have ever influenced popular culture the way Stan Lee did. Spiderman, Ironman, Hulk, Guardians of the Galaxy Black Panther, and the Avengers to name a few, all came from this one man's extraordinary imagination.
Through our stewardship of his legacy, we have the privilege of preserving and extending a brand recognized by millions around the world, and with over 30 million followers across social media which we exclusively manage.
Projects currently in development, including Stan Lee's Superhero Pets and The Excelsiors, represent only the beginning of what we believe can become a significant franchise portfolio for years to come.
Premium Intellectual Property Has Never Been More Valuable
If there is one overarching theme in today's media landscape, it is this:
Premium intellectual property has never been more valuable.
The world's largest media companies, retailers, streamers, platforms, and consumer-products companies are all searching for recognizable brands, trusted characters, and content that can break through an increasingly crowded marketplace.
Our strategy remains straightforward:
Create valuable intellectual property.
Acquire valuable intellectual property.
Protect valuable intellectual property.
And monetize valuable intellectual property across multiple platforms and revenue streams.
That strategy has guided our decisions and remains the foundation for our future.
LOOKING AHEAD
This coming year will also mark the launch of a personal project I am particularly excited about: "Toon In... with Andy Heyward"
The podcast will feature many of the individuals who helped shape modern children's and family entertainment. Together we will share stories, lessons, insights, and behind-the-scenes experiences from an industry that has brought joy to generations of audiences around the world.
Like everything we do, it is designed to celebrate creativity, storytelling, and the enduring power of great characters, and bring greater awareness to Kartoon Studios.
CLOSING THOUGHTS
To our shareholders, thank you for your confidence, patience, and support.
Over the last several years, we have methodically built the foundation for what we believe will be a very different company than the one many first invested in.
We have assembled a world-class portfolio of intellectual property.
We have expanded our distribution footprint.
We have strengthened our licensing and consumer-products capabilities.
We have recruited exceptional leadership.
And we have built the strongest balance sheet in our history, with more than $40 million in cash and no long-term debt.
Today, we believe Kartoon Studios possesses a combination that is increasingly rare: financial strength, valuable intellectual property, growing distribution, experienced leadership, and a clear strategic vision.
For much of my career, I had the privilege of helping build billion-dollar brands for others.
Today, our mission is building brands for Kartoon Studios and its shareholders.
The foundation has been built.
The assets are in place.
The opportunities ahead are significant.
In my view, we have the strongest financial position in our history, the strongest portfolio of intellectual property in our history, and the greatest opportunity in our history.
We are not focused on where Kartoon Studios has been.
We are focused on where it is going.
And I believe the most exciting chapter of our story is still ahead of us.
Sincerely,
Andy Heyward
Chairman & Chief Executive Officer
Kartoon Studios
KEY MESSAGES FOR SHAREHOLDERS
Kartoon Studios has a strong balance sheet, with more than $40 million in cash and no long-term debt.
The major investment phase of our transformation is largely behind us, and we believe we are entering a period increasingly focused on monetization and growth.
We now possess one of the most unique collections of family-entertainment intellectual property in the industry, including Hundred Acre Wood, Stan Lee Universe, Stan Lee's Superhero Pets, Bitcoin Brigade, and other valuable assets.
A fundamental transformation has occurred in our business model. For decades, we helped create successful brands and franchises for others. Today, we are increasingly focused on owning, controlling, and monetizing the intellectual property we create, allowing Kartoon Studios shareholders to participate directly in the long-term value generated by those assets.
Hundred Acre Wood has the potential to become a significant global franchise built around one of the most beloved story universes ever created.
The Stan Lee Universe provides us with stewardship of one of the most important creative legacies in entertainment history and substantial future development opportunities.
Kartoon Channel! and Ameba continue expanding our direct relationship with children and families worldwide.
We have strengthened our leadership team with proven executives who have successfully monetized some of the world's most valuable entertainment franchises, including Jeffrey Schlesinger and CFO Brian Parisi.
We believe premium intellectual property has never been more valuable, and our strategy remains centered on creating, protecting, and monetizing exceptional brands.
Management's interests remain aligned with those of our shareholders and focused on long-term value creation.
We believe Kartoon Studios has the strongest balance sheet in its history, the strongest intellectual-property portfolio in its history, and the greatest opportunity in its history.
One Final Thought:
"Great companies are not built quarter by quarter. They are built year by year, asset by asset, relationship by relationship. We believe the foundation has been built, the assets are in place, and the opportunities ahead are substantial. The most exciting chapter of Kartoon Studios' story is still ahead of us."
About Kartoon Studios
Kartoon Studios (NYSE American:TOON) is a global, vertically integrated children's and family entertainment company turning owned and controlled intellectual property into enduring, multi-platform franchises. The Company develops, produces, distributes, licenses and monetizes content across the full value chain, creating multiple revenue opportunities and long-term brand value.
Kartoon Studios' growth portfolio includes Hundred Acre Wood and the Stan Lee Universe, alongside established brands and an extensive programming library. The Company operates Mainframe Studios and Toon Media Networks, as well as Beacon Media Group, a full-service marketing, communications, and media agency subsidiary of Kartoon Studios focused on children and family. Together, these assets provide production capabilities, direct audience access and distribution across linear television, AVOD, SVOD, FAST channels and streaming platforms in more than 60 territories. Kartoon Studios is focused on converting its intellectual property, infrastructure and global reach into scalable franchise growth and long-term shareholder value.
For more information, visit www.kartoonstudios.com.
Important Cautions Regarding Forward-Looking Statements
Certain statements in this press release that are not historical facts may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, and are subject to risks and uncertainties. Forward-looking statements include statements concerning the Company accelerating strategic transformation, focus on intellectual property position ownership for next phase of growth, strategic transformation designed to focus the Company on the ownership, development and commercialization of high-value intellectual property assets, the Company's distribution partnership with Amazon; the Company expanding development initiatives surrounding the Stan Lee Universe; the distribution to the Company of any additional amounts from the escrowed litigation settlements; the Company's expectations regarding the distribution of its content, the timing and availability of streaming content, promotional support, consumer product sales, the sale of Federator sharpening the Company's strategic focus on owned and controlled IP assets; the Company implementing a strategic transformation designed to create a leaner, more focused and more profitable enterprise centered on owned and controlled intellectual property; the Company's concentrating investments on high profile animated franchises where it owns or controls the underlying rights and can participate across multiple revenue streams, including content distribution, licensing, consumer products, publishing, digital commerce and brand extensions; management's belief that their owned IP strategy offers substantially greater long-term value creation potential than the Company's historical reliance on production services and third-party-owned properties; building a fundamentally different Company; the Company's belief that it is uniquely positioned to create meaningful long-term shareholder value through the development of what it believes will be enduring global franchises; transforming from a company that historically generated much of its revenue by creating and producing content for others, into one increasingly focused on owning, building and monetizing valuable intellectual property franchises across streaming, consumer products, publishing, gaming, licensing and other platforms; Company's goal to own more of the intellectual property it creates, and to participate more fully in the economics generated across multiple platforms, and transform its creative assets into sustainable, high-margin revenue streams; the Company's belief that the actions taken this year positions the Company to pursue its objectives from a position of strength, two flagship brands, Hundred Acre Wood and Stan Lee Universe, coming into the marketplace in 2027, Hundred Acre Wood is expected to serve as the cornerstone of the Company's next-generation franchise strategy, management's belief that Stan Lee Superhero Pets has significant potential across animation, publishing, licensing, consumer products and interactive entertainment, the belief that the launch of Hundred Acre Wood, growth initiatives surrounding the Stan Lee Universe and expanded consumer product initiatives will establish the foundation for the Company's next phase of growth and are intended to improve profitability, expand ownership economics and create long-term shareholder value.. Words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "forecast," "intend," "may," "plan," "potential," "project," "should," "will" and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are based on the Company's current plans, estimates, assumptions and expectations and are not guarantees that such plans, estimates or expectations will be achieved. Actual events, the timing of events ,results and performance may differ materially from those expressed or implied by these forward-looking statements due to various risks, uncertainties and other factors, including the Company's ability to execute its transition to an intellectual property-driven growth model; the Company's ability to advance its flagship franchise initiatives; the Company's ability to leverage prior investments in platform, content, and infrastructure, to support a more scalable operating foundation and the broader commercialization of the Company's intellectual property portfolio; the Company's ability to advance its flagship franchises as multi-platform initiatives extending across content, licensing, and consumer products; the Company's ability to bring properties to market and convert its franchises into scalable, higher-margin revenue opportunities to drive long-term value; the Company's ability to launch and expand Hundred Acre Wood and the Stan Lee Universe in the US and globally as planned; the Company's ability to capture value across the full lifecycle of its intellectual property by combining production capabilities, owned distribution platforms, marketing infrastructure, and licensing operations; the Company's ability to move quicker and with purpose faster than its competitors; the Company's ability to execute against its platform while continuing to expand higher-margin, IP-driven revenue streams; the Company's ability to improve operating performance and margin profile over time as its initiatives scale; the Company's ability to benefit from its investments in infrastructure and IP; the Company's ability to obtain additional financing on acceptable terms, if at all; fluctuations in the results of the Company's operations from period to period; general economic and financial conditions; the Company's ability to anticipate changes in popular culture, media and movies, fashion and technology; competitive pressure from other distributors of content and within the retail market; the Company's ability to market and advertise its products; the Company's reliance on third parties to promote its products; the Company's ability to keep pace with technological advances; the Company's ability to protect its intellectual property and those other risks described under the heading "Risk Factors" in Part I, Item 1A of the Company's most recent Annual Report on Form 10-K and in its other filings with the Securities and Exchange Commission, which are available at www.sec.gov. Additional risks and uncertainties that are not currently known to the Company or that the Company currently considers immaterial may also cause actual events, results or performance to differ materially from those expressed or implied by the forward-looking statements. All forward-looking statements speak only as of the date of this press release, and Kartoon Studios undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law.
INVESTOR RELATIONS CONTACT:
Lytham Partners, LLC
Robert Blum
602-889-9700
[email protected]
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Focus List MethodologyWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.
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The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.
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Focus List Spotlight: Lam Research (LRCX - Free Report) Fremont, CA-based Lam Research supplies wafer fabrication equipment and services to the semiconductor industry. It serves the related markets that rely on semiconductor processes and require production-proven manufacturing capabilities, such as complementary metal-oxide-semiconductor image sensors and micro-electromechanical systems (MEMS).
On December 5, 2016, LRCX was added to the Focus List at $10.05 per share. Shares have increased 2961.19% to $307.65 since then, and the company is a #2 (Buy) on the Zacks Rank.
12 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $1.4 to $9.33. LRCX boasts an average earnings surprise of 7.1%.
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For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Lam Research (LRCX - Free Report) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.
Lam Research is a member of our Computer and Technology group, which includes 613 different companies and currently sits at #3 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Lam Research is currently sporting a Zacks Rank of #2 (Buy).
Over the past 90 days, the Zacks Consensus Estimate for LRCX's full-year earnings has moved 20.6% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the latest available data, LRCX has gained about 79.7% so far this year. At the same time, Computer and Technology stocks have gained an average of 18.2%. This means that Lam Research is performing better than its sector in terms of year-to-date returns.
One other Computer and Technology stock that has outperformed the sector so far this year is CTS (CTS - Free Report) . The stock is up 33.4% year-to-date.
Over the past three months, CTS' consensus EPS estimate for the current year has increased 11.9%. The stock currently has a Zacks Rank #2 (Buy).
Breaking things down more, Lam Research is a member of the Electronics - Semiconductors industry, which includes 49 individual companies and currently sits at #43 in the Zacks Industry Rank. On average, stocks in this group have gained 27.5% this year, meaning that LRCX is performing better in terms of year-to-date returns.
In contrast, CTS falls under the Electronics - Miscellaneous Components industry. Currently, this industry has 28 stocks and is ranked #44. Since the beginning of the year, the industry has moved -17.4%.
Investors with an interest in Computer and Technology stocks should continue to track Lam Research and CTS. These stocks will be looking to continue their solid performance.
NVIDIA owns the silicon, but a veteran hardware giant is racking up AI orders at a pace that demands attention. The question is whether one company quietly positioned itself to win enterprise AI budgets without anyone noticing.
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Dell Technologies (NYSE:DELL | DELL Price Prediction) and NVIDIA (NASDAQ:NVDA) both delivered blockbuster AI quarters within a week of each other. NVIDIA is the platform owner behind the compute. Dell is quietly turning that silicon into deployable AI factories for enterprises, sovereigns, and neoclouds. The results reveal a genuine two-sided fight for enterprise AI wallets that extends well beyond chips into hardware integration.
Blowout Quarters, Very Different Business Models Dell posted $46.97 billion in Q2 FY27 revenue, up 57.75% year over year, with non-GAAP EPS of $7.04 versus the $4.8994 consensus. AI-Optimized Servers alone hit $16.4 billion, doubling year over year, while AI orders reached a record $60.9 billion and backlog swelled to $95 billion. Jeff Clarke framed the moment plainly: “AI infrastructure requires much more than assembling and delivering components.”
NVIDIA, meanwhile, cleared $96.22 billion in Q2 FY27 revenue, up 105.85%, with Data Center at $89.02 billion and non-GAAP gross margin of 75.0%. Jensen Huang told analysts “AI has reached its inflection point… Now, compute is revenue.” The scale gap is enormous, yet both companies now compete for the same enterprise AI build-out dollars.
Metric Dell (Q2 FY27) NVIDIA (Q2 FY27) Revenue growth 57.75% 105.85% Non-GAAP gross margin lever ISG margin 15.0% Company-wide 75.0% AI order/backlog signal $95B backlog $279B supply commitments Integrator vs. Platform Owner Dell’s pitch is systems complexity. Some customer deals require upwards of 50 unique designs to tune workload performance, power, and cooling (the same power-and-cooling supplier layer we mapped in a free report on AI infrastructure names beyond the chipmakers, here). Its AI customer count crossed 6,500, and it added 3,300 customers in the last three quarters alone. Traditional servers grew 122%, storage 26%. Enterprises buying AI gear tend to load up on both.
NVIDIA is going the other direction, moving up the stack into rack-scale systems, CPUs, networking, and financing. Huang argued the non-hyperscaler market is “about half of the picture” and growing 100% a year. Revenue per gigawatt has climbed from $25 billion on Blackwell to $40 billion on Vera Rubin. That expansion pushes NVIDIA directly onto Dell’s turf.
Watching Backlog Conversion and Margin Repair Dell guided full-year revenue up to $192.0 billion, with AI-Optimized Servers reaching $74 billion. The catch: free cash flow fell to $986 million, down 47.22%, as AI-server mix squeezes gross margin. NVIDIA’s own supply is boxed in. Huang said “we have supply for 70%. Our demand is much higher than that.” I want to see whether Dell converts more of that $95 billion backlog at better economics as its 18G servers begin shipping.
Why I Think Both Fit, Just for Different Investors I lean toward NVIDIA if I want the compounding platform economics: 75.0% gross margins, ecosystem lock-in, and roadmap dominance are hard to replicate. But Dell’s 320.24% year-to-date rally reflects a real re-rating of its integrator role, and I think the market has finally noticed. If you like turnaround-flavored operating leverage and prefer paying ~$170 billion market cap for exposure to the same AI wave rather than $5.56 trillion, Dell is the more interesting bet. I would hesitate on Dell only if free cash flow keeps deteriorating into next quarter. That is the one number I refuse to ignore.
Contact [email protected] for any questions or corrections.
AI: The Largest Industrial Buildout Since the RailroadAs a percentage of GDP, the current artificial intelligence buildout is the largest industrial buildout since the American railroad buildout of the 19th century.
Image Source: EpochAI
However, for many investors, the pain and the memory of the late-1990s internet boom and the subsequent bust 2000 bust are still fresh in their minds. Which begs the question for investors: “What part of the AI cycle are we in currently?” In today’s commentary, I will be contrasting the AI boom to the internet boom of the 1990s, providing evidence and data that underscored my belief that we are merely in the third inning of nine in the AI boom.
AI: There is No “Dark Fiber” During the dot-com bubble of the late 1990s, telecom companies invested more than $500 billion (financed through cheap corporate debt) to dig trenches across land and under oceans, believing that internet traffic would create permanent demand for bandwidth. However, these telecom companies overestimated the need for fiber and overinvested. By the time the internet bubble popped, more than 90% of transcontinental and transatlantic fiber sat “dark” and unused, leading to plunging stock prices and widespread bankruptcies.
Today, a key part of the bear argument is that history is repeating itself, except this time, the overinvesting is occurring in NVIDIA ((NVDA - Free Report) ) GPUs. However, the evidence contradicts such a sentiment. The NVIDIA H1000 is a three-year-old training chip. Its rental price is up a staggering 22% month-over-month to $3.28 an hour. Instead of these outdated chips sitting “dark,” hyperscalers are paying a premium for them.
Image Source:TradingView
AI Companies are More Profitable than Internet CompaniesIn 1999, a massive wave of internet initial public offerings hit. Of these new issues, roughly 75% operated at a net loss. Today, tech IPOs have a GAAP profitability rate of ~50% due to because private markets have stricter expectations. Today’s top AI companies like Alphabet ((GOOGL - Free Report) ), Advanced Micro Devices ((AMD - Free Report) ), and Micron ((MU - Free Report) ) are highly profitable. For instance, last quarter, Micron generated $28.86 billion in net income.
Image Source: Zacks Investment Research
AI Valuations are ReasonableAt the peak of the internet bubble, the average price-to-earnings ratio was over 200x. Conversely, leading AI names have extremely reasonable P/E ratios, as valuations have been held down recently by geopolitical concerns. For example, Dell ((DELL - Free Report) ) has a P/E ratio of 28.52x. On the other hand, Cisco ((CSCO - Free Report) ), one of the leading internet-related names of the time, peaked with a 200x P/E.
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Bottom Line
While the sheer scale of the AI buildout naturally draws comparisons to the internet bubble of the late-90s, equating the two overlooks key economic realities. Backed by immediate hardware utilization, robust profitability, and low valuations, the AI boom rests on a far stronger foundation than the internet boom.
Dell Technologies (DELL - Free Report) ) and Hewlett Packard Enterprise (HPE - Free Report) ) have become two of the most important names in enterprise infrastructure.
Both compete heavily in servers, storage, networking, and data-center systems. Furthermore, their growth strategies are increasingly tied to AI-driven and hybrid-cloud infrastructure.
That makes their latest earnings reports especially relevant as corporate and hyperscale spending accelerates.
Dell delivered explosive AI-server growth and sharply raised its current fiscal 2027 outlook. HPE also posted record results while lifting its FY26 and FY27 forecasts.
With both stocks carrying bullish earnings momentum, valuation may be the key factor separating the two investments.
Dell & HPE Delivered Record Quarterly Results This MonthDell's fiscal Q2 revenue surged 58% year over year to a record $46.97 billion, surpassing estimates of $45.34 billion. Meanwhile, Q2 adjusted EPS skyrocketed 203% to a quarterly peak of $7.04 and crushed expectations of $4.97 by 41%.
Most importantly, Infrastructure Solutions Group revenue jumped 89% to $31.8 billion, led by a 100% increase in AI-optimized server revenue to $16.4 billion and a 122% surge in traditional server and networking sales to $10.5 billion.
Reflecting tremendous demand, Dell raised its current FY27 revenue guidance from $167 billion to $192 billion (69% YoY growth) and now expects adjusted EPS of $25.50, up 148% annually. Management also boosted its AI-optimized server revenue outlook from $60 billion to $74 billion, representing roughly 200% YoY growth, while forecasting Q3 revenue of $49 billion and adjusted EPS of $6.50.
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HPE's fiscal Q3 was impressive as well, with record revenue rising 34% to $12.21 billion and topping estimates of $12.09 billion. On the bottom line, HPE’s Q3 adjusted EPS climbed to a quarterly peak of $1.11 from $0.44 a year ago and beat expectations of $0.95 by nearly 17%.
Cloud & AI revenue rose 25% to $9 billion, including a 35% increase in server revenue to $6.8 billion. More impressively, Networking revenue jumped 75% to $2.9 billion, attributed to the integration of Juniper Networks, which HPE acquired last year for $14 billion.
HPE now expects Q4 revenue of $13.9-$14.8 billion and adjusted EPS of $1.20-$1.30. It’s also noteworthy that management raised its full-year revenue growth forecast to a range of 34%-37% and adjusted EPS guidance to $3.75-$3.85 (+5% YoY growth). Plus, HPE’s FY27 framework calls for another 13%-17% revenue expansion and 16%-20% EPS growth.
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Major Players in a Booming Server MarketThe long-term opportunity may be even more compelling. As shown in the chart below, Grand View Research estimates that the global server market expanded from $205 billion in 2021 to $342.1 billion in 2025 and projects it to reach nearly $1.03 trillion by 2033.
That represents a robust 14.8% compound annual growth rate (CAGR) from 2026 through 2033 and would roughly triple the market from 2025 levels.
Image Source: Grand View Research
Such growth should provide a significant runway for major server vendors like Dell and HPE as AI and machine-learning workloads, edge computing, cloud expansion, and increasingly demanding data-center infrastructure requirements fuel server investment.
Dell and HPE are firmly entrenched in this opportunity. To that point, the International Data Corporation (IDC) recently reported that worldwide server revenue reached $122.6 billion in Q1 2026 alone, rising more than 30% YoY as GPU-rich AI systems and hyperscaler investment drove spending.
IDC's Q1 data placed Dell first among named server original equipment manufacturers (OEMs) with a 16.5% worldwide revenue share, while HPE remained among the five largest vendors at 3%.
Of course, Dell's much larger position gives it the advantage in AI-server scale. That said, HPE's combination of ProLiant servers, storage, GreenLake hybrid cloud services, and Juniper networking creates an increasingly comprehensive enterprise infrastructure platform.
Further strengthening their AI prospects, both Dell and HPE have extensive partnerships with Nvidia (NVDA - Free Report) ), integrating the chip giant's accelerated computing technology into their respective AI factories and private-cloud infrastructure platforms.
Performance & Valuation ComparisonYear to date, Dell shares have skyrocketed more than 320%, while HPE has climbed over 120%. Over the last three years, DELL has surged +630%, compared with a still-impressive +215% gain for HPE.
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Despite Dell’s superior stock performance, HPE has the clear advantage on traditional valuation metrics.
HPE is trading at roughly 17X forward earnings, compared with around 20X for Dell, while their forward price-to-sales multiples are approximately 1.5X and 1.7X, respectively.
Keeping that in mind, Dell's premium doesn't look excessive considering management is forecasting 69% FY27 revenue growth, 148% adjusted EPS growth, and a tripling of AI-server sales.
Still, HPE offers the greater valuation cushion, although Dell's extraordinary earnings expansion and substantially larger position in AI servers help justify paying more for its shares.
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Bottom LineAfter their latest reports, Dell gets the slight edge as the better buy for investors seeking maximum exposure to the AI infrastructure boom.
Its massive AI-server backlog, market-leading OEM position, stronger near-term growth, and sharply raised outlook outweigh its valuation premium, especially considering DELL still trades beneath the price-to-earnings and sales valuation of the benchmark S&P 500.
HPE shouldn't be overlooked, however, as its cheaper valuation, rapidly growing server business, Juniper-enhanced networking portfolio, and expanding hybrid-cloud exposure provide an attractive alternative for value-oriented investors.
Most encouragingly, Dell Technologies and Hewlett Packard Enterprise stock both currently sport a Zacks Rank #1 (Strong Buy), indicating earnings estimate momentum remains firmly in their favor and could lead to even more upside.
A Look at KE Holdings Inc (BEKE) After 3.6% Decline -- GF Value $17.50 vs Price $17.27 On September 08, 2026, KE Holdings Inc BEKE shares fell 3.6% to a current price of $17.27, moving within a 52-week range of $13.81 to $20.98. This decline comes amid a year-to-date increase of 11.6% but a one-year decrease of 8.5%.
GF Value™ verdict: BEKE is currently priced at $17.27, which is 1.3% below its GF Value™ estimate of $17.50, indicating it is slightly undervalued.GF Score™ of 70/100 suggests that BEKE has an above-average rating based on various performance metrics.Notable signal: The Financial Strength score of 8/10 indicates a robust financial structure.Is BEKE Overvalued or Undervalued?Currently, KE Holdings Inc BEKE is trading at $17.27, which is 1.3% below the GF Value™ estimate of $17.50. This slight undervaluation suggests a marginal opportunity for investors, as the current price reflects a minor discount compared to its intrinsic value. GF Value™ is GuruFocus' proprietary estimate of a stock's intrinsic value, derived from historical trading multiples, past growth performance, and future projections. The current trading price presents a possible margin of safety for potential investors, but it's essential to approach this opportunity with caution given the broader market conditions.
BEKE's GF Valuation label indicates it is fairly valued, which aligns with the current price being close to its estimated fair value. While the stock is not significantly undervalued, the slight discount does suggest a potential for gains if the market recognizes its intrinsic value in the near future. Investors should keep an eye on market trends and the company's performance to assess any changing valuation dynamics.
How Does BEKE's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)28.2x38.3xForward P/E13.4xN/AKE Holdings Inc's current P/E ratio of 28.2x is significantly below its 5-year median P/E of 38.3x, indicating that the stock is currently trading at a discount compared to its historical valuation metrics. This lower P/E ratio suggests that BEKE's stock may be positioned favorably for growth, as it is 26% below its historical average. This analysis supports the GF Value™ verdict, reinforcing the view that BEKE is slightly undervalued based on its past performance.
What Does BEKE's GF Score™ Tell Us?The GF Score™ provides a comprehensive assessment of a company's performance across several dimensions, including financial strength, profitability, growth, valuation, and momentum. KE Holdings Inc has a GF Score™ of 70/100, indicating a solid overall performance, with specific strengths and weaknesses across its sub-ranks.
MetricRatingGF Score™70Financial Strength8/10Profitability5/10Growth3/10Valuation9/10Momentum5/10BEKE's strongest area is its Valuation rank of 9/10, suggesting that it is well-positioned in terms of price relative to its intrinsic value. However, its Growth rank of 3/10 indicates that the company may face challenges in expanding its revenue and earnings. The Financial Strength score of 8/10 reflects a solid financial foundation, but profitability remains average, as indicated by the 5/10 score in that category. Overall, while BEKE shows promise in valuation, the growth potential may need closer examination.
What Are Gurus and Insiders Doing with BEKE?Currently, 5 gurus hold positions in KE Holdings Inc BEKE, with 3 adding to their stakes and 2 trimming their positions in recent quarters. This activity suggests a mixed sentiment among notable investors, with some expressing confidence in BEKE's future prospects while others are reassessing their investments.
Interestingly, there have been no insider transactions reported in the past 12 months, which could indicate that insiders are confident in the company's future or may simply reflect a lack of immediate liquidity needs. The guru ownership flow, especially with a higher number of additions than reductions, may imply a favorable outlook on the stock's potential performance going forward.
What This Means for InvestorsBased on the current analysis, KE Holdings Inc BEKE is considered slightly undervalued according to GF Value™, with a current price of $17.27 compared to a GF Value™ estimate of $17.50. While the stock shows promise with a strong financial framework and a favorable valuation ranking, investors should be aware of the potential challenges in growth. Keeping track of ongoing market conditions and the company's performance will be essential for assessing future opportunities. For more detailed insights, consider visiting the KE Holdings Inc (BEKE) stock page and the GF Value™ page.
Frequently Asked QuestionsWhat is BEKE's GF Score™?
BEKE has a GF Score™ of 70/100, indicating an above-average performance across various metrics.
Is BEKE overvalued or undervalued?
According to the GF Value™ verdict, BEKE is slightly undervalued with a current price of $17.27 compared to an estimated fair value of $17.50.
What is BEKE's P/E ratio?
BEKE's P/E ratio is 28.2x, which is significantly below its 5-year median of 38.3x, suggesting the stock is trading at a discount compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.