Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In The Chemours To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in The Chemours between February 20, 2026 and August 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - October 29, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against The Chemours Company ("The Chemours" or the "Company") (NYSE: CC) and reminds investors of the December 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Defendants had materially overstated aftermarket demand for their Opteon products; (ii) demand for such products was decreasing as a result of Defendants' overselling Opteon products in the preceding fiscal year; (iii) as a result of these undisclosed issues, Defendants' financial guidance for the 2026 fiscal year was unreliable; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.
On August 4, 2026, after market hours, Chemours announced second quarter 2026 financial results, including a reduction of its adjusted EBITDA full-year guidance to $775 million to $825 million (from $800 million to $900 million previously), and management admitted that "[a]s a result of the initial channel fill, aftermarket customers built additional inventory, creating an oversupplied channel heading into 2026." On this news, Chemours's stock price fell $3.34 per share, or 18.63%, to close at $14.59 per share on August 5, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding The Chemours's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the The Chemours class action, go to www.faruqilaw.com/CC or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the The Chemours Securities Class Action Lawsuit:
What is the The Chemours securities fraud lawsuit about?
The lawsuit alleges that The Chemours Company ("Chemours") and certain of its officers and directors made materially false and/or misleading statements and failed to disclose material information to investors during the Class Period. Specifically, the complaint alleges that Defendants materially overstated aftermarket demand for their Opteon products and concealed that demand was declining due to Defendants' alleged overselling of those products in the preceding fiscal year. As a result of these allegedly undisclosed issues, the complaint further alleges that Defendants' financial guidance for fiscal year 2026 was unreliable. On August 4, 2026, after market hours, Chemours allegedly revealed the truth when it announced reduced full-year adjusted EBITDA guidance and management acknowledged that aftermarket customers had built excess inventory following an initial channel fill, creating an oversupplied channel heading into 2026.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired the common stock of The Chemours Company (NYSE: CC) on the open market between February 20, 2026 and August 4, 2026, inclusive, may be eligible to participate in this lawsuit. The class period encompasses all qualifying purchases made during those dates, and eligible investors are encouraged to review the complaint and assess their potential claims. Importantly, investors do not need to seek appointment as lead plaintiff in order to participate in the case or share in any potential recovery. Any investor who believes they may have suffered losses as a result of the alleged misconduct is encouraged to contact counsel to learn more about their rights and options.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy and the selection of counsel. Any member of the proposed class may move the court for appointment as lead plaintiff, and the court will typically appoint the applicant or group of applicants who demonstrate the largest financial interest in the relief sought and who otherwise satisfy the requirements of the applicable law. The deadline to file a motion for appointment as lead plaintiff in this action is December 7, 2026. Critically, an investor need not serve as lead plaintiff to be a member of the class or to share in any recovery that may be obtained; class membership and any resulting recovery are available to all eligible investors regardless of whether they seek a leadership role in the case.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased The Chemours securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/321426
Source: Faruqi & Faruqi LLP
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Columbia Sportswear (NASDAQ:COLM) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.
Columbia Sportswear (COLM - Free Report) reported $962.58 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 2%. EPS of $1.66 for the same period compares to $1.41 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $938.12 million, representing a surprise of +2.61%. The company delivered an EPS surprise of +32.8%, with the consensus EPS estimate being $1.25.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Columbia Sportswear performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Geographic Net sales to unrelated entities- United States: $540.87 million compared to the $531 million average estimate based on two analysts. The reported number represents a change of -1.1% year over year.Geographic Net sales to unrelated entities- Canada: $86.97 million versus $80.68 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.Geographic Net sales to unrelated entities- Europe, Middle East and Africa (EMEA): $175.29 million versus the two-analyst average estimate of $173.66 million. The reported number represents a year-over-year change of +6.6%.Geographic Net sales to unrelated entities- Latin America and Asia Pacific (LAAP): $159.45 million versus $150.42 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.2% change.View all Key Company Metrics for Columbia Sportswear here>>>
Shares of Columbia Sportswear have returned +6.1% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Columbia Sportswear (COLM - Free Report) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.41 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +32.80%. A quarter ago, it was expected that this maker of outdoor gear would post a loss of $0.41 per share when it actually produced a loss of $0.41, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Columbia Sportswear, which belongs to the Zacks Textile - Apparel industry, posted revenues of $962.58 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 2.61%. This compares to year-ago revenues of $943.42 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Columbia Sportswear shares have added about 10.6% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for Columbia Sportswear?While Columbia Sportswear has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Columbia Sportswear was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.17 on $1.12 billion in revenues for the coming quarter and $3.55 on $3.45 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Textile - Apparel is currently in the bottom 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, LuxExperience B.V. - Sponsored ADR (LUXE - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on November 17.
This company is expected to post quarterly loss of $0.18 per share in its upcoming report, which represents a year-over-year change of +74.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
LuxExperience B.V. - Sponsored ADR's revenues are expected to be $655.9 million, down 2.2% from the year-ago quarter.
4 Cold-Weather Stocks to Buy as Winter Spending Heats UpColumbia Sportswear NASDAQ: COLM reported third-quarter 2026 results that exceeded its prior revenue and earnings expectations, aided by earlier-than-anticipated wholesale shipments, improved U.S. direct-to-consumer trends and continued international growth.
Net sales increased 2% year over year to $963 million. Reported diluted earnings per share rose to $1.66 from $0.95 in the prior-year quarter, although the year-ago period included $29 million of one-time impairment charges. Operating margin was 11.4%, while reported gross margin declined 20 basis points to 49.8%.
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Tariff Troubles: 3 Stocks Planning Higher PricesChairman and Chief Executive Officer Tim Boyle said revenue upside was primarily driven by a portion of delayed fall 2026 wholesale orders shipping earlier than expected. Higher full-price realization and lower U.S. direct-to-consumer freight costs also supported profitability, while selling, general and administrative expenses declined 1% from a year earlier.
International Growth Offset U.S. Wholesale Timing Effects
International markets continued to lead the company’s growth. Sales outside the U.S. and Canada, which represent about 35% of global net sales, increased 9% year over year. The company said U.S. sales declined 1%, primarily because of supply-chain-related delays that shifted the timing of wholesale shipments.
VF Corp's Comeback Story: Supreme Sale and Cost Cuts Boost StockDirect-to-consumer sales increased 5% globally, including 9% growth in e-commerce and 4% growth in brick-and-mortar stores. U.S. e-commerce grew at a mid-single-digit rate, with high-single-digit growth for the Columbia brand. Boyle said the company saw reduced promotional activity online as it seeks to position e-commerce as a more full-price channel.
“Over the past two quarters, growth of new consumers has accelerated, and the third quarter represented the strongest growth in new consumers since 2023,” Boyle said. He added that a greater share of e-commerce sales came from the company’s target “dynamic, active, and professional elite” consumer groups.
By geography, EMEA sales rose 7%, with Europe direct-to-consumer sales increasing at a double-digit rate despite unfavorable weather and a difficult macroeconomic environment. LAAP sales rose 10%, including low-teens growth in China, low-double-digit growth in Japan and high-teens growth in Korea. Canada sales were relatively flat, as wholesale shipment delays offset direct-to-consumer growth.
Fleece, Footwear and Women’s Products Highlighted
Management pointed to momentum in fleece, footwear and women’s products as signs that its “accelerate” growth strategy is gaining traction. Boyle cited demand for the Helvetia fleece, which was refreshed with new colors and prints, as well as the newer MTR fleece. The company’s Helvetia promotion, which offered fleece to consumers who faxed the company, generated more than 8,000 faxes, according to Boyle.
The company also said its Amaze Puff outerwear collection remained among its top sellers and largest growth drivers for fall 2026. Other products cited included Amaze Sweats, the redesigned men’s ROC Pant, the women’s Sienna Hill Jacket and products within the PFG fishing category.
Columbia brand footwear sales rose at a mid-single-digit rate in the quarter, led by more premium styles featuring Omni-MAX technology. Tim Boyle said footwear growth in the spring/summer 2027 order book exceeded apparel growth.
At the brand level, Columbia sales increased 3%, reflecting high-single-digit direct-to-consumer growth and relatively flat wholesale revenue. SOREL sales rose 2%, helped by wholesale orders. prAna sales declined 1%, which management attributed largely to later arrival of fall inventory affecting e-commerce. Mountain Hardwear sales declined 17%, reflecting lower fall wholesale orders and closeout sales, though the company cited growth in U.S. wholesale full-price outerwear.
Columbia also announced that Peter Rauch became president of Mountain Hardwear. Rauch previously served as general manager of the Columbia Brand’s North America region. Former Mountain Hardwear President Troy Sicotte will remain with the brand as global vice president of sales.
Margins, Inventory and Outlook
Reported gross margin was affected by a 50-basis-point headwind from accommodations provided to factory partners, net of tariff refunds recognized during the quarter. Excluding that effect, underlying gross margin expanded 30 basis points, primarily due to lower direct-to-consumer freight costs.
SG&A expense declined due to lower corporate overhead and disciplined spending, as well as a shift of some planned marketing spending into the fourth quarter. Inventory rose 11% in dollar terms and 10% in units, primarily because of higher in-transit inventory from delayed fall receipts. The company exited the quarter with $230 million in cash and short-term investments and no debt.
For the fourth quarter, Columbia forecast sales growth of 3.5% to 7% and earnings per share of $1.85 to $2.10. The company raised its full-year outlook to sales growth of 2% to 3% and reported EPS of $4.65 to $4.90.
Full-year reported gross margin is expected to be 52.1% to 52.3%.
Full-year SG&A is expected to represent 43.8% to 44% of sales.
Reported operating margin is projected at 8.7% to 9.1%.
Chief Financial Officer Jim Swanson said the company expects approximately $30 million of wholesale shipment timing to shift between the third and fourth quarters, affecting each quarter’s sales growth by roughly 2.5 to 3 percentage points. He also said the company expects fourth-quarter direct-to-consumer trends to remain broadly in line with third-quarter performance, with e-commerce planned to grow at a low-double-digit rate.
Early 2027 Order Book Improves
Looking ahead, management said it expects mid-single-digit wholesale growth in both the U.S. and globally during the first half of 2027. Swanson said the spring 2027 wholesale order book improved from low- to mid-single-digit growth at the prior earnings call to a forecast for mid-single-digit first-half wholesale growth.
Management said the outlook includes low- to mid-single-digit growth in U.S. wholesale and continued international growth that is expected to outpace the domestic business. However, Swanson said the company remains in its planning process and cited uncertainty around potential tariffs, product input costs, pricing and promotional activity as factors affecting its 2027 outlook.
About Columbia Sportswear (NASDAQ:COLM)Columbia Sportswear Company is an outdoor and active lifestyle apparel, footwear, accessories and equipment company headquartered in Portland, Oregon. Founded in 1938 as the Columbia Hat Company, the business has grown into a global outdoor brand focused on products designed for activities such as hiking, skiing, fishing, camping and everyday outdoor use.
The company markets products under the Columbia, Sorel, Mountain Hardwear and prAna brands. Its offerings include jackets, shirts, pants, base layers, footwear, hats, gloves, backpacks and other outdoor accessories.
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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Hercules Capital (HTGC - Free Report) came out with quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -4.08%. A quarter ago, it was expected that this specialty finance company would post earnings of $0.5 per share when it actually produced earnings of $0.5, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Hercules Capital, which belongs to the Zacks Financial - SBIC & Commercial Industry industry, posted revenues of $140.12 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 1.47%. This compares to year-ago revenues of $138.09 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Hercules Capital shares have lost about 11.7% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for Hercules Capital?While Hercules Capital has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Hercules Capital was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.49 on $145.3 million in revenues for the coming quarter and $1.95 on $578.1 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - SBIC & Commercial Industry is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
CION Investment Corporation (CION - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on November 5.
This company is expected to post quarterly earnings of $0.28 per share in its upcoming report, which represents a year-over-year change of -62.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
CION Investment Corporation's revenues are expected to be $47.27 million, down 39.9% from the year-ago quarter.
Freshpet (FRPT - Free Report) closed the most recent trading day at $66.12, moving +1.63% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.31%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.38%.
Prior to today's trading, shares of the seller of refrigerated fresh pet food had gained 13.03% outpaced the Consumer Staples sector's gain of 3.91% and the S&P 500's gain of 0.87%.
The upcoming earnings release of Freshpet will be of great interest to investors. The company's earnings report is expected on November 4, 2026. On that day, Freshpet is projected to report earnings of $0.35 per share, which would represent a year-over-year decline of 23.91%. Our most recent consensus estimate is calling for quarterly revenue of $311.42 million, up 7.81% from the year-ago period.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.25 per share and a revenue of $1.22 billion, signifying shifts of -52.65% and +11.15%, respectively, from the last year.
It is also important to note the recent changes to analyst estimates for Freshpet. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable 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 1.58% fall in the Zacks Consensus EPS estimate. Freshpet is currently a Zacks Rank #3 (Hold).
From a valuation perspective, Freshpet is currently exchanging hands at a Forward P/E ratio of 52.26. This signifies a premium in comparison to the average Forward P/E of 14.68 for its industry.
The Food - Miscellaneous industry is part of the Consumer Staples sector. At present, this industry carries a Zacks Industry Rank of 213, placing it within the bottom 14% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
On its third quarter of 2026 earnings call, held on Oct. 22, 2026, Gentherm (THRM -2.90%) announced that it completed its acquisition of Modine Performance Technologies. The transaction expands the company's thermal management capabilities into industrial power generation, heavy-duty equipment, and commercial vehicles.
Three takeaways from management's comments illustrate how this integration alters the long-term investment case.
1. Combining With Modine Diversifies Gentherm Beyond AutomotiveThe combination of Gentherm and Modine Performance Technologies creates an integrated thermal and flow management business. Adding mission-critical heat exchangers, valves, and fans expands market exposure into power generation, commercial vehicles, and heavy-duty equipment. This broader platform reduces reliance on light vehicle production cycles while opening larger addressable markets.
Together with Modine, we are a fundamentally different company with a more diversified business, a stronger platform for growth and clear opportunities to create significant long-term shareholder value.
-- Bill Presley, President and Chief Executive Officer2. Modine's Presence in India Unlocks New Regional RevenueGentherm leveraged Modine's established operations in India to win a contract representing $25 million in lifetime revenue for air-moving devices with a major light vehicle manufacturer. Having local facilities grants the company direct commercial access to the region's expanding demand for climate-controlled seating and precision valves, with initial product shipments scheduled to begin in late 2027.
This early proof point reinforces our thesis that establishing a local presence creates greater commercial access in India, where demand for climate-controlled seating is growing, and the addressable market for valves is significant.
-- Bill Presley, President and Chief Executive Officer3. Management Targets More Than $3.5 Billion in Revenue by 2030Management outlined long-term goals following the transaction, targeting over $3.5 billion in annual revenue and over $500 million in adjusted EBITDA, which measures earnings before interest, taxes, depreciation, and amortization, by 2030. The strategy relies on capturing multi-industry commercial opportunities, achieving $25 million in annual cost synergies, and generating over $1 billion in cash over four years.
We have the capabilities, commercial opportunities and operational improvement levers to build a business generating more than $3.5 billion in revenue and over $500 million in adjusted EBITDA by 2030 with more than $1 billion in adjusted unlevered free cash flow over the next 4 years.
-- Bill Presley, President and Chief Executive OfficerLooking AheadCommercial momentum across power generation and medical devices gives the combined platform multi-industry growth drivers while footprint consolidations drive operational efficiency. Management focuses on pricing discipline and integration execution.
We continue to believe our combined business has a compelling outlook with a strong balance sheet, multiple growth engines and a clear path to margin expansion.
-- John Douyard, Chief Financial OfficerLong-term performance relies on leveraging shared technical capabilities to convert early pipeline wins into higher margins.
With the strength of our existing business and our transformational combination with Modine Performance Technologies, we are building a fundamentally stronger company that can deliver long-term value for our shareholders.
-- Bill Presley, President and Chief Executive OfficerThe Motley Fool has positions in and recommends Gentherm. The Motley Fool has a disclosure policy.
In the latest trading session, Sunrun (RUN - Free Report) closed at $7.59, marking a +2.29% move from the previous day. This move outpaced the S&P 500's daily loss of 0.31%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.38%.
Shares of the solar energy products distributor witnessed a loss of 4.5% over the previous month, trailing the performance of the Oils-Energy sector with its gain of 9.26%, and the S&P 500's gain of 0.87%.
Investors will be eagerly watching for the performance of Sunrun in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on November 4, 2026. On that day, Sunrun is projected to report earnings of $0.26 per share, which would represent year-over-year growth of 333.33%. Meanwhile, the latest consensus estimate predicts the revenue to be $804.1 million, indicating a 10.98% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates project earnings of $1.46 per share and a revenue of $3.22 billion, demonstrating changes of -14.62% and +8.95%, respectively, from the preceding year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Sunrun. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 22.87% upward. Sunrun is holding a Zacks Rank of #3 (Hold) right now.
From a valuation perspective, Sunrun is currently exchanging hands at a Forward P/E ratio of 5.09. This valuation marks a discount compared to its industry average Forward P/E of 11.6.
The Solar industry is part of the Oils-Energy sector. This group has a Zacks Industry Rank of 186, putting it in the bottom 25% of all 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.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Analog Devices (ADI - Free Report) ended the recent trading session at $433.11, demonstrating a +1.13% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily loss of 0.31%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq lost 1.38%.
Prior to today's trading, shares of the semiconductor maker had gained 7.96% outpaced the Computer and Technology sector's loss of 3.14% and the S&P 500's gain of 0.87%.
Market participants will be closely following the financial results of Analog Devices in its upcoming release. The company plans to announce its earnings on November 24, 2026. It is anticipated that the company will report an EPS of $3.89, marking a 72.12% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $4.32 billion, reflecting a 40.58% rise from the equivalent quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $13 per share and revenue of $15.13 billion, indicating changes of +66.88% and +37.27%, respectively, compared to the previous year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Analog Devices. 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.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.31% increase. At present, Analog Devices boasts a Zacks Rank of #2 (Buy).
Digging into valuation, Analog Devices currently has a Forward P/E ratio of 32.95. This indicates no noticeable deviation in contrast to its industry's Forward P/E of 32.95.
It's also important to note that ADI currently trades at a PEG ratio of 1.32. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Semiconductor - Analog and Mixed was holding an average PEG ratio of 0.73 at yesterday's closing price.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 7, this industry ranks in the top 3% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow ADI in the coming trading sessions, be sure to utilize Zacks.com.
Marvell Technology (MRVL - Free Report) closed the most recent trading day at $218.34, moving -13.24% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.31% for the day. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.38%.
Prior to today's trading, shares of the chipmaker had lost 4.75% lagged the Computer and Technology sector's loss of 3.14% and the S&P 500's gain of 0.87%.
Analysts and investors alike will be keeping a close eye on the performance of Marvell Technology in its upcoming earnings disclosure. On that day, Marvell Technology is projected to report earnings of $1.1 per share, which would represent year-over-year growth of 44.74%. Meanwhile, the latest consensus estimate predicts the revenue to be $3.16 billion, indicating a 52.17% increase compared to the same quarter of the previous year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.21 per share and a revenue of $12.05 billion, indicating changes of +48.24% and +47.01%, respectively, from the former year.
Investors might also notice recent changes to analyst estimates for Marvell Technology. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.18% higher. Marvell Technology presently features a Zacks Rank of #2 (Buy).
In terms of valuation, Marvell Technology is currently trading at a Forward P/E ratio of 59.72. This denotes a premium relative to the industry average Forward P/E of 33.74.
We can additionally observe that MRVL currently boasts a PEG ratio of 5.43. 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. The Electronics - Semiconductors industry had an average PEG ratio of 1.11 as trading concluded yesterday.
The Electronics - Semiconductors industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 98, which puts it in the top 40% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Several artificial intelligence (AI) companies in the tech industry are attracting most of investors' attention, and with good reason. Some of these businesses are reporting phenomenal financial results and could continue doing so for a while. However, companies in other sectors are also capitalizing on AI, and several are worth investing in for the long term. Let's consider two examples: Shopify (SHOP -0.79%) and Dexcom (DXCM +1.67%).
Image source: The Motley Fool.
1. ShopifyMany thought that AI would render some of Shopify's services obsolete. However, the company is proving otherwise. The e-commerce specialist's second-quarter results were excellent. Its revenue of $3.6 billion grew 34% year over year and exceeded analyst estimates, while its net income, excluding the impact of equity investments, grew 30% to $439 million.
Several of Shopify's other metrics were strong, including guidance, and the company attributed its performance in part to its AI-related efforts. Shopify has launched various AI tools, and during the second quarter, these tools helped the company drive more traffic to merchants' stores, improve product discovery, boost conversion rates and merchant productivity, among other perks.
SHOP Shopify$166.89-$1.33 (-0.79%)
NASDAQ · As of 4:00 PM ET 10/29/26
Yet, AI-driven shopping is still in the early innings. As the company's president, Harley Finkelstein, noted, growth has been impressive, but agent-driven commerce still accounts for a relatively small part of the company's gross merchandise volume. That grants the company a massive long-term opportunity as it continues to tap into this market.
Note that as of the second quarter, e-commerce accounted for less than 20% of total retail sales in the U.S. There is plenty of room for growth, and Shopify is in an excellent position to benefit. It is already showing the value of its AI tools to merchants, and it arguably boasts a competitive advantage due to switching costs and network effects.
AI won't mean the end of Shopify; quite the opposite, in my view. The technology could meaningfully improve the company's revenue and earnings in the long run, potentially helping it deliver above-average returns.
2. DexcomDexcom is a medical device specialist that sells continuous glucose monitoring (CGM) devices, which help patients with diabetes track their blood glucose levels. Dexcom is one of the leaders in this niche, and increased adoption of CGM technology -- driven by its track record of better health outcomes and expanding insurance coverage -- has helped the company generate consistent revenue and earnings.
Dexcom is now using AI to improve its devices. The company has launched integrated AI tools to help CGM users analyze data, provide personalized health insights, and understand how factors such as diet and sleep affect their blood glucose levels. That's not all. Dexcom has launched integrated AI tools that help with food tracking to help its users improve diabetes management.
DXCM DexCom$79.93+$1.31 (+1.67%)
NASDAQ · As of 4:00 PM ET 10/29/26
These tools could make Dexcom's devices more valuable and expand its installed base, leading to stronger financial results. And it's worth pointing out that the company still has a large addressable market. Dexcom's main competitor, Abbott Laboratories (ABT +1.88%), estimates that 70 million to 80 million of the half-billion people with diabetes worldwide could benefit from CGM technology.
Current penetration is only about 10-12 million people. Many eligible patients aren't in geographies where Dexcom operates, but the company has expanded its addressable market in the past by entering new regions.
It could also continue to innovate and launch increasingly more sophisticated CGM products with increasingly better AI tools. Dexcom is obviously not your typical AI stock, and the company's prospects in the large CGM market look bright independently of AI. But the technology can significantly improve Dexcom's products and help it attract more patients. That's how Dexcom could benefit from AI over the long run and deliver competitive returns along the way.
DexCom (NASDAQ:DXCM) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.
DexCom (DXCM - Free Report) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.66 per share. This compares to earnings of $0.61 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +10.61%. A quarter ago, it was expected that this medical device company would post earnings of $0.61 per share when it actually produced earnings of $0.7, delivering a surprise of +14.75%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
DexCom, which belongs to the Zacks Medical - Instruments industry, posted revenues of $1.34 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 1.64%. This compares to year-ago revenues of $1.21 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
DexCom shares have added about 18.5% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for DexCom?While DexCom has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for DexCom was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.73 on $1.4 billion in revenues for the coming quarter and $2.64 on $5.23 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Instruments is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Pulse Biosciences, Inc (PLSE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on November 5.
This company is expected to post quarterly loss of $0.35 per share in its upcoming report, which represents a year-over-year change of -20.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Pulse Biosciences, Inc's revenues are expected to be $0.5 million, up 455.6% from the year-ago quarter.
Oura’s $15.6 Billion IPO Is Betting Investors See More Than a Smart RingDexCom NASDAQ: DXCM reported third-quarter 2026 revenue of $1.34 billion, up 11% from a year earlier on both a reported and organic basis, as U.S. growth, market-share gains and manufacturing improvements supported higher profitability.
U.S. revenue rose 14% to $970 million, while international revenue increased 5% to $375 million. President and CEO Jake Leach said the company gained share during the quarter, with its largest increase coming from customers with type 2 diabetes, including people not using insulin.
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3 Non-Pharma Firms That Could Benefit From the GLP-1 Trend“Our active base growth is in the upper teens,” Leach said, adding that the company is tracking toward a record year for new patient starts despite basing its original 2026 plan on no coverage expansions.
Guidance Raised as Margins Expand Dexcom raised its full-year revenue outlook to a range of $5.20 billion to $5.25 billion, representing annual growth of 12% to 13%. At the midpoint, the outlook incorporates third-quarter revenue outperformance and about $5 million of incremental foreign-exchange headwinds since the prior forecast. The revised outlook implies midpoint fourth-quarter revenue growth of 10%.
3 Stocks Doing the Heavy Lifting in Healthcare’s ReboundThe company maintained its full-year non-GAAP gross-margin outlook of about 64%, while raising its non-GAAP operating-margin outlook to approximately 24% and adjusted EBITDA-margin outlook to approximately 32%.
Third-quarter gross profit was $875.3 million, or 65.1% of revenue, compared with 61.3% a year earlier. Operating income totaled $339.5 million, or 25.3% of revenue, versus $272.9 million, or 22.6% of revenue, in the prior-year period. Adjusted EBITDA rose to $435.2 million, or 32.4% of revenue, from $368.4 million, or 30.5% of revenue. Net income was $275 million, or $0.73 per share. Chief Operating Officer and Chief Financial Officer Jereme Sylvain attributed the gross-margin improvement to manufacturing efficiencies, lower freight costs, progress in quality management and the continued U.S. ramp of the G7 15 Day system. Dexcom recently initiated commercial production at its Ireland facility, which management said expands capacity and strengthens its global supply network. The company expects the Ireland ramp to create some near-term margin pressure in the fourth quarter and into early 2027.
Dexcom ended the quarter with approximately $1.8 billion in cash and cash equivalents and generated more than $900 million in free cash flow through the first nine months of 2026. The company said it completed its goal of repurchasing $1 billion in stock during 2026 and authorized an additional $1 billion share-repurchase program.
Coverage Expansion and CONNECT Evidence Management continues to expect the Centers for Medicare & Medicaid Services to announce a coverage decision this year for continuous glucose monitoring among people with type 2 diabetes who do not use insulin. Dexcom’s current expectation is for any expanded Medicare coverage to take effect in the middle of 2027.
Leach said the company’s CONNECT randomized controlled trial is central to its coverage efforts. Over six months, the Dexcom CGM group recorded a 1.6% improvement in A1C, representing a 0.9% difference compared with the control group. The study was published in the New England Journal of Medicine, and the company provided the publication update to medical directors reviewing the Medicare coverage submission.
Dexcom expects the results to influence upcoming American Diabetes Association Standards of Care updates. Leach said the trial provides level A evidence supporting CGM use in the non-insulin type 2 population and could help make CGM a standard of care across a broader spectrum of diabetes patients.
Product Rollouts and International Plans The company said adoption of G7 15 Day increased during the quarter and remains on track to reach nearly 50% of Dexcom’s U.S. customer base by year-end. Management cited positive physician and customer feedback on the system’s longer wear time, sensor performance and updated patch design. As the adhesive update has entered the market, Dexcom said it has seen a four- to five-point improvement in 15 Day survivability.
Health Canada cleared G7 15 Day earlier this year, and Dexcom plans to launch the product in Canada in November. The company also received clearance in Japan during the third quarter and is targeting an early 2027 launch there.
Dexcom also launched a redesigned Stelo app during the quarter. The company said the app offers more personalized glucose insights, simplified meal logging and more nutritional information, particularly for users engaging with glucose data for the first time.
International growth was tempered by comparisons with reimbursement wins in the second half of 2025. Sylvain said the company expects this to be a short-term effect and anticipates international organic growth will return to higher levels at the start of 2027, supported by access wins, new product launches, Stelo, Dexcom Flex and direct-market opportunities.
The company also signed an agreement to acquire a business from a distribution partner that would allow Dexcom to operate directly in high-potential European markets. The transaction has not yet closed and will not affect third- or fourth-quarter 2026 results, according to management.
Payer Access and 2027 Investments During the question-and-answer session, executives addressed a recent CVS-related formulary change. Sylvain said the affected PBM arrangement represents less than 4% of Dexcom’s U.S. revenue. While patients moving from preferred to non-preferred status may face higher pricing, management said it does not expect a significant impact on 2027 financial results.
Dexcom plans to introduce Dexcom Direct in early 2027, a service designed to help patients navigate pharmacy, durable medical equipment, prior-authorization and cash-pay options. Leach said the platform was initially developed in anticipation of expanded Medicare access.
Looking ahead, Dexcom said it will continue investing in its G8 platform, including clinical work ahead of a planned regulatory submission. The company continues to target a G8 launch at the end of 2027 or in early 2028, depending on regulatory review timing.
About DexCom (NASDAQ:DXCM)DexCom, Inc develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes. Its devices use a small wearable sensor to measure glucose levels in real time and transmit readings to compatible smartphones, receivers, smartwatches, and other connected devices, helping users monitor glucose trends and make informed decisions about their health.
The company's product portfolio includes the Dexcom G7 and Dexcom G6 CGM systems, as well as Dexcom ONE and Dexcom ONE+ products offered in select markets.
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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Copart, Inc. (CPRT - Free Report) closed at $29.55 in the latest trading session, marking a +2.04% move from the prior day. The stock outperformed the S&P 500, which registered a daily loss of 0.31%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.38%.
Shares of the company witnessed a gain of 6.16% over the previous month, beating the performance of the Business Services sector with its gain of 2.12%, and the S&P 500's gain of 0.87%.
The investment community will be paying close attention to the earnings performance of Copart, Inc. in its upcoming release. The company's upcoming EPS is projected at $0.41, signifying steadiness compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $1.18 billion, indicating a 2.41% growth compared to the corresponding quarter of the prior year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.63 per share and a revenue of $4.98 billion, signifying shifts of +5.16% and +6.74%, respectively, from the last year.
Investors might also notice recent changes to analyst estimates for Copart, Inc. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
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 ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 0.85% fall in the Zacks Consensus EPS estimate. Currently, Copart, Inc. is carrying a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Copart, Inc. has a Forward P/E ratio of 17.72 right now. This indicates a discount in contrast to its industry's Forward P/E of 21.39.
One should further note that CPRT currently holds a PEG ratio of 1.42. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As of the close of trade yesterday, the Auction and Valuation Services industry held an average PEG ratio of 1.42.
The Auction and Valuation Services industry is part of the Business Services sector. With its current Zacks Industry Rank of 98, this industry ranks in the top 40% of all industries, numbering over 250.
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.
To follow CPRT in the coming trading sessions, be sure to utilize Zacks.com.
WEC Energy Group, Inc. ( WEC ) Q3 2026 Earnings Call October 29, 2026 2:00 PM EDT Company Participants Scott Lauber - Chairman, President & CEO Liu Xia - Executive VP & CFO Conference Call Participants Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division Nicholas Campanella - Barclays Bank PLC, Research Division Stephen D'Ambrisi - RBC Capital Markets, Research Division Michael Sullivan - Wolfe Research, LLC Andrew Weisel - Scotiabank Global Banking and Markets, Research Division Anthony Crowdell - Mizuho Securities USA LLC, Research Division Brian Russo - Jefferies LLC, Research Division Diana Niles - JPMorgan Chase & Co, Research Division Steven Fleishman - Wolfe Research, LLC Carly Davenport - Goldman Sachs Group, Inc., Research Division Richard Sunderland - Truist Securities, Inc., Research Division Paul Patterson - Glenrock Associates LLC Presentation Operator Good afternoon, and welcome to WEC Energy Group's conference call for the third quarter 2026 results. This call is being recorded for rebroadcast.
OneMain’s Yield Comes With a CatchCredit Acceptance NASDAQ: CACC reported sharply higher third-quarter loan originations and economic profit as the auto lender expanded its dealer network and increased volume from existing relationships. The company also recorded a significant reduction in forecasted net cash flows from loans originated between 2022 and 2026 after updating its forecasting methodology and identifying weaker performance in lower internal risk-score bands.
Chief Executive Officer Vinayak Hegde said the company’s consumer loan assignment unit volume rose 38% year over year to more than 110,000 loans, while loan dollar volume increased 51% to $1.4 billion. Active dealers reached a record 12,093, up 19% from a year earlier, and average volume per active dealer increased 15%, reversing seven straight quarters of year-over-year declines.
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Credit Acceptance Corp. Among Growth Leaders In Subprime Lending Industry“Our third quarter results show meaningful progress,” Hegde said, pointing to dealer-network expansion, stronger activity among current dealers and investments in operating capabilities intended to support profitable growth.
Economic Profit Rises, While GAAP Results Turn Negative Credit Acceptance reported economic profit of $50.7 million for the quarter, up 18% year over year. Economic profit per diluted share increased 30% to $4.87.
On a GAAP basis, however, the company posted a net loss of $56.6 million, or $5.43 per diluted share, compared with net income of $108.2 million, or $9.43 per diluted share, in the third quarter of 2025. Chief Financial Officer Joe Billante said GAAP results were affected by the timing of revenue and credit-loss recognition under CECL accounting rules.
Adjusted net income was $135.5 million, or $13.01 per diluted share, increasing 15% and 27%, respectively, from the prior-year period. Billante said the gain reflected higher loan volume and operating-expense leverage, partly offset by changes in expected cash flows from the loan portfolio.
For the first two months of the third quarter, the company’s market share in its core segment of used vehicles financed by subprime consumers reached 5.4%, compared with 4.5% in the same period of 2025, according to Current Velocity data cited by Billante.
Portfolio Forecast Reduced by $291 Million During the quarter, Credit Acceptance reduced forecasted net cash flows by 2.5%, or $291 million, compared with a 0.5% reduction, or $59 million, in the third quarter of 2025.
Management said it revised forecasted collection rates for loans assigned from 2022 through 2026 after applying more detailed segmentation and incorporating additional loan seasoning and performance history. The company said underperformance was most pronounced in lower scorecard bands, referring to its internal risk-scoring system.
The revised forecasted collection rate for the 2025 and 2026 loan vintages is approximately 65%, according to Billante. He said the portfolio adjustment was meaningful to near-term GAAP results but relatively modest compared with the nearly $12 billion in forecasted net cash flows across the portfolio.
Hegde said most of the adjustment related to loans assigned before the company introduced a new scorecard late in the second quarter. The scorecard was further refined during the third quarter and is intended to improve risk assessment, pricing and assignment decisions by using more granular consumer, dealer, vehicle and transaction data.
“Early indications are encouraging” for loans assigned under the new scorecard, Hegde said, though he cautioned that those loans remain relatively unseasoned and require more performance history before firm conclusions can be made.
During the question-and-answer session, Hegde confirmed that the forecast reduction was unrelated to the company’s litigation matters. Billante said prepayments remained below forecast but were only a minor contributor to the third-quarter adjustment.
Dealer Integrations and Technology Investments Support Growth Management attributed the origination acceleration in part to expanded integrations with dealer aggregator platforms, including RouteOne, Dealertrack and DealerCenter. Hegde said the integrations allow dealers to submit applications through systems they already use, particularly supporting relationships with franchise and larger independent dealerships.
The company enrolled 1,350 new dealers during the quarter. Hegde also said Credit Acceptance’s sales organization has sharpened its dealer engagement and go-to-market efforts, using segmentation to identify dealer relationships and markets with greater potential.
Credit Acceptance is also investing in technology, data and artificial intelligence capabilities. The company has centralized proprietary data on a platform intended to support faster decision-making, while developing tools designed to help dealers match inventory to consumers and expand digital self-service for borrowers.
Mobile-app usage by consumers increased 19% year over year, Hegde said. The company appointed Jeetu Mirchandani as chief technology officer during the quarter, alongside Sid Lal as chief marketing officer and Shannon Wilson as chief human resources officer.
Capital Returns, Liquidity and Expenses Credit Acceptance repurchased 269,150 shares for $161.6 million during the quarter, representing 2.6% of shares outstanding at the beginning of the period. The company ended September with $1.2 billion in liquidity, consisting of borrowing availability under revolving credit lines and unrestricted cash and cash equivalents.
In August, the company completed a $600 million securitization, matching its largest asset-backed securities transaction to date and producing its lowest credit spreads since late 2021, Billante said.
Operating expenses fell $14.2 million, or 10%, from the prior-year quarter. The decline reflected lower salaries, wages and general and administrative expenses, partly offset by higher sales and marketing costs, including commissions tied to loan-volume growth. The company reduced its team member base by approximately 6% during the quarter, following a similarly sized reduction discussed during its first-quarter call.
Management said it reached agreements during the quarter resolving New York and multistate matters. Hegde said the company does not expect the agreements to materially affect its growth strategy or operating model and is focused on meeting its obligations under the settlements.
Looking ahead, Credit Acceptance said it plans to continue refining pricing and forecasting, developing more personalized servicing approaches, using predictive models to prioritize dealer opportunities, and expanding digital and mobile capabilities. Hegde said the company’s objective remains disciplined growth that maximizes long-term economic profit per share.
About Credit Acceptance (NASDAQ:CACC)Credit Acceptance Corporation NASDAQ: CACC is a specialized automobile finance company that provides financing programs for consumers who may have difficulty obtaining credit through traditional lenders. The company primarily operates through an indirect lending model, working with automobile dealers who offer financing to customers purchasing new or used vehicles.
Credit Acceptance purchases or services automotive loans originated through its dealer-partner network. Its programs are designed to help dealers sell vehicles to a broader range of consumers, while the company manages loan underwriting, servicing, collections, and related risk-management activities.
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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While Credit Acceptance currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
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The Hershey Company ( HSY ) Q3 2026 Earnings Call October 29, 2026 8:30 AM EDT Company Participants Anoori Naughton - Vice President of Investor Relations Kirk Tanner - President, CEO & Director Dave Hulays - Senior VP & CFO Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division David Palmer - Evercore ISI Institutional Equities, Research Division Peter Galbo - BofA Securities, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Robert Moskow - TD Cowen, Research Division Christopher Carey - Wells Fargo Securities, LLC, Research Division Leah Jordan - Goldman Sachs Group, Inc., Research Division Alexia Howard - Bernstein Institutional Services LLC, Research Division Peter Grom - UBS Investment Bank, Research Division Michael Lavery - Piper Sandler & Co., Research Division Nik Modi - RBC Capital Markets, Research Division Scott Marks - Jefferies LLC, Research Division Presentation Operator Greetings. Welcome to The Hershey Company's Third Quarter 2026 Question-and-Answer Session.
IDACORP, Inc. ( IDA ) Q3 2026 Earnings Call October 29, 2026 4:30 PM EDT Company Participants Amy Shaw - VP of Finance, Compliance & Risk Lisa Grow - CEO, President & Director Brian Buckham - Executive VP, CFO & Treasurer John Wonderlich - Investor Relations Manager Adam Richins - Executive Vice President & COO Conference Call Participants Whitney Mutalemwa - Wells Fargo Securities, LLC, Research Division Michael Lonegan - Barclays Bank PLC, Research Division Christopher Ellinghaus - Siebert Williams Shank & Co., L.L.C., Research Division Brian Russo - Jefferies LLC, Research Division Alexandre Zimmermann - Morgan Stanley, Research Division Nicolas Woods - BofA Securities, Research Division Presentation Operator Good afternoon, everyone, and welcome to IDACORP's Third Quarter 2026 Earnings Call.
IdaCorp (IDA - Free Report) came out with quarterly earnings of $2.73 per share, beating the Zacks Consensus Estimate of $2.51 per share. This compares to earnings of $2.26 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.77%. A quarter ago, it was expected that this utility company would post earnings of $1.75 per share when it actually produced earnings of $1.79, delivering a surprise of +2.29%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
IdaCorp, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $608.04 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 8.36%. This compares to year-ago revenues of $524.42 million. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
IdaCorp shares have added about 10.4% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for IdaCorp?While IdaCorp has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for IdaCorp was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.89 on $428.25 million in revenues for the coming quarter and $6.39 on $1.91 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Utility - Electric Power is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Algonquin Power & Utilities (AQN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026.
This utility operator is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of +11.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Algonquin Power & Utilities' revenues are expected to be $655.9 million, up 12.6% from the year-ago quarter.
Federated Hermes (FHI - Free Report) came out with quarterly earnings of $1.5 per share, beating the Zacks Consensus Estimate of $1.42 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.63%. A quarter ago, it was expected that this one of the nation's largest managers of money market funds would post earnings of $1.19 per share when it actually produced earnings of $1.38, delivering a surprise of +15.97%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Federated Hermes, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $507.33 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 0.31%. This compares to year-ago revenues of $469.45 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Federated Hermes shares have added about 9.1% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for Federated Hermes?While Federated Hermes has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Federated Hermes was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.44 on $510.66 million in revenues for the coming quarter and $5.51 on $1.99 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the bottom 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Franklin Templeton (BEN - Free Report) , is yet to report results for the quarter ended September 2026. The results are expected to be released on November 6.
This investment manager is expected to post quarterly earnings of $0.78 per share in its upcoming report, which represents a year-over-year change of +16.4%. The consensus EPS estimate for the quarter has been revised 0.9% lower over the last 30 days to the current level.
Franklin Templeton's revenues are expected to be $2.36 billion, up 0.5% from the year-ago quarter.
Jabil (JBL - Free Report) closed the most recent trading day at $287.77, moving -1.09% from the previous trading session. This change lagged the S&P 500's daily loss of 0.31%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.38%.
Shares of the electronics manufacturer have appreciated by 1.42% over the course of the past month, outperforming the Computer and Technology sector's loss of 3.14%, and the S&P 500's gain of 0.87%.
The investment community will be paying close attention to the earnings performance of Jabil in its upcoming release. The company is expected to report EPS of $4.1, up 43.86% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $11.03 billion, indicating a 32.76% increase compared to the same quarter of the previous year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $17.61 per share and revenue of $44.62 billion, indicating changes of +34.53% and +24.11%, respectively, compared to the previous year.
Investors should also take note of any recent adjustments to analyst estimates for Jabil. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 5.34% higher. Right now, Jabil possesses a Zacks Rank of #1 (Strong Buy).
Looking at valuation, Jabil is presently trading at a Forward P/E ratio of 16.52. This represents a discount compared to its industry average Forward P/E of 23.78.
It is also worth noting that JBL currently has a PEG ratio of 0.82. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Electronics - Manufacturing Services industry had an average PEG ratio of 0.65 as trading concluded yesterday.
The Electronics - Manufacturing Services industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 7, putting it in the top 3% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow JBL in the coming trading sessions, be sure to utilize Zacks.com.
Datadog (DDOG - Free Report) closed at $265.84 in the latest trading session, marking a -4.51% move from the prior day. This change lagged the S&P 500's 0.31% loss on the day. At the same time, the Dow lost 0.25%, and the tech-heavy Nasdaq lost 1.38%.
Shares of the data analytics and cloud monitoring company witnessed a gain of 1.67% over the previous month, beating the performance of the Computer and Technology sector with its loss of 3.14%, and the S&P 500's gain of 0.87%.
The investment community will be closely monitoring the performance of Datadog in its forthcoming earnings report. The company is scheduled to release its earnings on November 4, 2026. The company is expected to report EPS of $0.64, up 16.36% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $1.14 billion, up 28.87% from the year-ago period.
For the full year, the Zacks Consensus Estimates are projecting earnings of $2.52 per share and revenue of $4.46 billion, which would represent changes of +22.93% and +30.22%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Datadog. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional 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. Over the past month, there's been a 0.02% fall in the Zacks Consensus EPS estimate. Datadog is holding a Zacks Rank of #3 (Hold) right now.
In terms of valuation, Datadog is presently being traded at a Forward P/E ratio of 110.28. This valuation marks a premium compared to its industry average Forward P/E of 20.67.
We can additionally observe that DDOG currently boasts a PEG ratio of 7.56. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Internet - Software stocks are, on average, holding a PEG ratio of 1.21 based on yesterday's closing prices.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 87, placing it within the top 36% of over 250 industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
The genius of Intapp's (INTA -3.07%) "compliant AI" for law firms isn't just what it knows. It's what it refuses to say when you're not supposed to have access to sensitive information.
Keeping walled-off partners away from confidential data is a fantastic defensive moat. But after chatting with CEO John Hall this week, I realized that the company has an underappreciated offensive playbook, too. Intapp can save firms from their own skyrocketing IT bills.
Stop wasting expensive compute on cheap questionsStandard AI can be wildly expensive when people treat it like a magic 8-ball.
"All of the new AI companies bounce every question off the model," Hall said. "People ask the model what the weather is going to be, and they spend a ton of tokens and money answering that question when that question is freely available on the internet."
I know, right? You can ask Claude or ChatGPT to take a few seconds and a handful of AI tokens to generate a weather report. But what's the point when many services simply grab that info from weather databases, in turn powered by specialized systems and experts in the field? AI doesn't have to reinvent every wheel, especially when it comes to regulated firms analyzing sensitive data. And it's usually a lot cheaper to grab the quicker, more reliable answer.
Image source: Getty Images.
Intapp's secret weapon: Ruthless token efficiencyIntapp owns the "Firm AI" (billing, compliance, deal flow) while partners like the Harvey software own the "Practice AI" (drafting individual legal briefs). They aren't competing; they are ruling different halves of the same kingdom.
The company's Celeste service filters the incoming data requests in several ways. Access rights are the obvious pass, and many AI tools don't even try. Then, Intapp separates the questions that need deep AI analysis from the solved issues with proven answers available elsewhere. That could be one of the querying firm's own databases, or a contract analysis in Harvey, or perhaps a simple web search targeting a trusted site.
No need to spend a ton of tokens for the simple stuff. These savings add up. I'm sure you've heard about ride-sharing giant Uber (UBER +0.72%) consuming its annual AI budget in four months or Meta Platforms (META +1.96%) spending $50,000 per employee on agentic AI tokens. Uber and Meta aren't classic Intapp clients, but their legal departments could use Celeste's token-pinching features to keep running while other departments run low on AI juice.
"Now that firms have had some time to work with these first-generation AI tools, they're coming to realize how inefficient they are in token burn and how high their token spend is," Hall noted. This structural efficiency provides a vital financial cushion for chief information officers looking to control ballooning compute costs. This is another major selling point, paired with strict data access controls for protected information.
INTA Intapp$39.10-$1.24 (-3.07%)
NASDAQ · As of 4:00 PM ET 10/29/26
70% gross margins and a fast-growing cloud moatThe first-quarter financials prove this token-efficient model is humming. Sure, legacy license revenue cratered 21% last quarter, but that's actually a bullish signal. Clients are intentionally shrinking their old on-premises contracts so they can ditch the old data center and migrate to the modern cloud with easy long-distance access (but not too easy) and lower maintenance costs.
As a result, Intapp's cloud-based annual recurring revenue jumped 28% year over year to $515.3 million. Total sales were exactly $600 million over the last four quarters, so the conversion to cloud services is nearly complete. Revenue growth is strong and predictable, while the trailing free cash flow margin is 25% -- and rising.
Intapp's stock can be volatile. A beta of 0.33 means share prices often move up when Wall Street is down, and vice versa. But it trades at just 20 times forward earnings estimates (which means analysts expect positive earnings next year). Thanks to fat 70.5% gross margins, a ridiculous 114.8% return on equity, and a product that literally pays for itself in saved token burn, betting on the boring back-office of law firms is starting to look like a beautiful long-term trade.
Quaker Chemical (KWR - Free Report) came out with quarterly earnings of $2.39 per share, beating the Zacks Consensus Estimate of $2.16 per share. This compares to earnings of $2.08 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +10.65%. A quarter ago, it was expected that this specialty chemical company would post earnings of $1.68 per share when it actually produced earnings of $2.19, delivering a surprise of +30.36%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Quaker Chemical, which belongs to the Zacks Chemical - Specialty industry, posted revenues of $544.55 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 3.40%. This compares to year-ago revenues of $493.84 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Quaker Chemical shares have added about 14.3% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for Quaker Chemical?While Quaker Chemical has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Quaker Chemical was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.83 on $505.07 million in revenues for the coming quarter and $7.85 on $2.04 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Specialty is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Arq, Inc. (ARQ - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on November 4.
This company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of +300%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Arq, Inc.'s revenues are expected to be $35.05 million, down 0.1% from the year-ago quarter.
Samsara Inc. (IOT - Free Report) closed the most recent trading day at $41.65, moving -3.16% from the previous trading session. This change lagged the S&P 500's 0.31% loss on the day. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.38%.
Coming into today, shares of the company had gained 12.8% in the past month. In that same time, the Computer and Technology sector lost 3.14%, while the S&P 500 gained 0.87%.
Market participants will be closely following the financial results of Samsara Inc. in its upcoming release. On that day, Samsara Inc. is projected to report earnings of $0.19 per share, which would represent year-over-year growth of 26.67%. Meanwhile, the latest consensus estimate predicts the revenue to be $515.43 million, indicating a 23.91% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates project earnings of $0.77 per share and a revenue of $2.05 billion, demonstrating changes of +37.5% and +26.39%, respectively, from the preceding year.
Investors should also take note of any recent adjustments to analyst estimates for Samsara Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Samsara Inc. is currently sporting a Zacks Rank of #3 (Hold).
Digging into valuation, Samsara Inc. currently has a Forward P/E ratio of 55.86. This signifies a premium in comparison to the average Forward P/E of 20.67 for its industry.
It's also important to note that IOT currently trades at a PEG ratio of 1.76. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.21.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 87, which puts it in the top 36% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. 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.
In the latest close session, Western Midstream (WES - Free Report) was up +1.75% at $45.82. This move outpaced the S&P 500's daily loss of 0.31%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 1.38%.
Shares of the oil and gas transportation and storage company have appreciated by 1.49% over the course of the past month, underperforming the Oils-Energy sector's gain of 9.26%, and outperforming the S&P 500's gain of 0.87%.
The investment community will be closely monitoring the performance of Western Midstream in its forthcoming earnings report. The company is scheduled to release its earnings on November 4, 2026. The company is expected to report EPS of $0.89, up 2.3% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $1.19 billion, reflecting a 25.39% rise from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.69 per share and a revenue of $4.76 billion, signifying shifts of +23.83% and +23.76%, respectively, from the last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Western Midstream. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.77% upward. As of now, Western Midstream holds a Zacks Rank of #2 (Buy).
Looking at its valuation, Western Midstream is holding a Forward P/E ratio of 12.22. This indicates a premium in contrast to its industry's Forward P/E of 11.98.
Also, we should mention that WES has a PEG ratio of 1.21. 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. The average PEG ratio for the Oil and Gas - Refining and Marketing - Master Limited Partnerships industry stood at 1.26 at the close of the market yesterday.
The Oil and Gas - Refining and Marketing - Master Limited Partnerships industry is part of the Oils-Energy sector. This industry currently has a Zacks Industry Rank of 24, which puts it in the top 10% of all 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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
In the latest trading session, Arista Networks (ANET - Free Report) closed at $184.22, marking a -1.34% move from the previous day. This move lagged the S&P 500's daily loss of 0.31%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.38%.
Prior to today's trading, shares of the cloud networking company had lost 8.29% lagged the Computer and Technology sector's loss of 3.14% and the S&P 500's gain of 0.87%.
The upcoming earnings release of Arista Networks will be of great interest to investors. The company's earnings report is expected on November 3, 2026. The company's earnings per share (EPS) are projected to be $1.08, reflecting a 44% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $3.31 billion, indicating a 43.51% increase compared to the same quarter of the previous year.
ANET's full-year Zacks Consensus Estimates are calling for earnings of $4.12 per share and revenue of $12.64 billion. These results would represent year-over-year changes of +38.26% and +40.3%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for Arista Networks. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
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. Over the past month, there's been a 0.02% rise in the Zacks Consensus EPS estimate. Currently, Arista Networks is carrying a Zacks Rank of #2 (Buy).
In terms of valuation, Arista Networks is currently trading at a Forward P/E ratio of 45.37. This expresses a premium compared to the average Forward P/E of 20.67 of its industry.
One should further note that ANET currently holds a PEG ratio of 1.99. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Software was holding an average PEG ratio of 1.21 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 87, placing it within the top 36% 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.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Nutanix (NTNX - Free Report) ended the recent trading session at $70.71, demonstrating a -2.7% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.31%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 1.38%.
Shares of the enterprise cloud platform services provider witnessed a gain of 3.21% over the previous month, beating the performance of the Computer and Technology sector with its loss of 3.14%, and the S&P 500's gain of 0.87%.
Analysts and investors alike will be keeping a close eye on the performance of Nutanix in its upcoming earnings disclosure. The company is expected to report EPS of $0.6, up 46.34% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $761.76 million, showing a 13.6% escalation compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $2.31 per share and revenue of $3.21 billion, indicating changes of +13.24% and +12.44%, respectively, compared to the previous year.
Investors should also note any recent changes to analyst estimates for Nutanix. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an 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. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. At present, Nutanix boasts a Zacks Rank of #3 (Hold).
Investors should also note Nutanix's current valuation metrics, including its Forward P/E ratio of 31.47. For comparison, its industry has an average Forward P/E of 14.9, which means Nutanix is trading at a premium to the group.
Also, we should mention that NTNX has a PEG ratio of 1.82. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Computers - IT Services was holding an average PEG ratio of 1.32 at yesterday's closing price.
The Computers - IT Services industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 98, placing it within the top 40% of over 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.
MongoDB (MDB - Free Report) closed the most recent trading day at $384.95, moving -2.16% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.31% for the day. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.38%.
Coming into today, shares of the database platform had gained 12.86% in the past month. In that same time, the Computer and Technology sector lost 3.14%, while the S&P 500 gained 0.87%.
The investment community will be paying close attention to the earnings performance of MongoDB in its upcoming release. In that report, analysts expect MongoDB to post earnings of $1.6 per share. This would mark year-over-year growth of 21.21%. In the meantime, our current consensus estimate forecasts the revenue to be $759.63 million, indicating a 20.9% growth compared to the corresponding quarter of the prior year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.5 per share and a revenue of $3.02 billion, representing changes of +30.78% and +22.65%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for MongoDB. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 6.33% increase. As of now, MongoDB holds a Zacks Rank of #1 (Strong Buy).
Valuation is also important, so investors should note that MongoDB has a Forward P/E ratio of 60.58 right now. This indicates a premium in contrast to its industry's Forward P/E of 20.67.
It is also worth noting that MDB currently has a PEG ratio of 2.77. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. MDB's industry had an average PEG ratio of 1.21 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 87, positioning it in the top 36% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow MDB in the coming trading sessions, be sure to utilize Zacks.com.
PTC Therapeutics (PTCT - Free Report) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +258.82%. A quarter ago, it was expected that this biopharmaceutical company would post a loss of $0.17 per share when it actually produced earnings of $0.92, delivering a surprise of +641.18%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
PTC Therapeutics, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $357.81 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 15.02%. This compares to year-ago revenues of $211.01 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
PTC Therapeutics shares have lost about 17% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for PTC Therapeutics?While PTC Therapeutics has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for PTC Therapeutics was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.02 on $332.27 million in revenues for the coming quarter and $1.19 on $1.28 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Harmony Biosciences Holdings, Inc. (HRMY - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on November 4.
This company is expected to post quarterly earnings of $1.00 per share in its upcoming report, which represents a year-over-year change of +14.9%. The consensus EPS estimate for the quarter has been revised 2.5% lower over the last 30 days to the current level.
Harmony Biosciences Holdings, Inc.'s revenues are expected to be $270.87 million, up 13.1% from the year-ago quarter.
PTC Therapeutics (PTCT - Free Report) reported $357.81 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 69.6%. EPS of $0.61 for the same period compares to $0.20 a year ago.
The reported revenue represents a surprise of +15.02% over the Zacks Consensus Estimate of $311.08 million. With the consensus EPS estimate being $0.17, the EPS surprise was +258.82%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how PTC Therapeutics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Net product revenue- Emflaza: $25.1 million versus the three-analyst average estimate of $17.67 million. The reported number represents a year-over-year change of -28.7%.Revenues- Net product revenue- Translarna: $48.5 million versus the three-analyst average estimate of $33.19 million. The reported number represents a year-over-year change of -4.3%.Revenues- Royalty revenue: $81.68 million compared to the $65.24 million average estimate based on three analysts. The reported number represents a change of +15.4% year over year.Revenues- Net product revenue: $275.89 million compared to the $244.75 million average estimate based on two analysts. The reported number represents a change of +110.7% year over year.Revenues- Net product revenue- Sephience: $182 million versus $175.5 million estimated by two analysts on average.View all Key Company Metrics for PTC Therapeutics here>>>
Shares of PTC Therapeutics have returned -2.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
New York, New York--(Newsfile Corp. - October 29, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Webull Corporation ("Webull" or the "Company") (NASDAQ: BULL) on behalf of investors that purchased or otherwise acquired Webull Class A ordinary shares between April 26, 2025 and October 6, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Webull 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 December 7, 2026 for an opportunity to be 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, Webull misled investors by hiding the extent of its operations and data infrastructure tied to mainland China, falsely claiming its business and customer data were primarily U.S.-based and insulated from Chinese access.
The truth allegedly began to be revealed on October 7, 2026 when CNBC reported that a Select Committee of the U.S. House of Representatives found that "Webull's ownership architecture, technical workforce, technology infrastructure, cross border data routing, corporate financing, and compliance frameworks are tied in structural ways to the People's Republic of China." The Select Committee also reportedly found that Webull initially told the Select Committee that it had no offices or employees in China, while Webull's mainland China subsidiary in fact employed approximately 863 employees, or 62% of Webull's global workforce. On this news, Webull's shares fell $1.39 per share, about 19%, to close at $5.89 per share.
CLICK HERE TO LEARN MORE
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
New York, New York--(Newsfile Corp. - October 29, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Honeywell Aerospace Inc. ("Honeywell Aerospace" or the "Company") (NASDAQ: HONA) on behalf of investors that purchased or otherwise acquired Honeywell Aerospace common stock between June 29, 2026 and September 1, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Honeywell Aerospace and have suffered losses, you may CLICK HERE to contact us.
Cipher Digital Inc. (CIFR - Free Report) ended the recent trading session at $8.05, demonstrating a -9.24% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 0.31%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.38%.
Heading into today, shares of the company had lost 43.95% over the past month, lagging the Business Services sector's gain of 2.12% and the S&P 500's gain of 0.87%.
Market participants will be closely following the financial results of Cipher Digital Inc. in its upcoming release. The company plans to announce its earnings on November 2, 2026. The company is forecasted to report an EPS of -$0.31, showcasing a 3000% downward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $40.63 million, indicating a 43.34% decline compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates project earnings of -$1.36 per share and a revenue of $221.67 million, demonstrating changes of +36.74% and -1.01%, respectively, from the preceding year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Cipher Digital Inc. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Cipher Digital Inc. presently features a Zacks Rank of #3 (Hold).
The Technology Services industry is part of the Business Services sector. With its current Zacks Industry Rank of 93, this industry ranks in the top 38% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Monolithic Power Systems (NASDAQ:MPWR) reported third-quarter financial results on Thursday. The transcript from the company's third-quarter earnings call has been provided below.
Monolithic Power (MPWR - Free Report) came out with quarterly earnings of $8.19 per share, beating the Zacks Consensus Estimate of $7.8 per share. This compares to earnings of $4.73 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.00%. A quarter ago, it was expected that this chipmaker would post earnings of $5.88 per share when it actually produced earnings of $6.5, delivering a surprise of +10.54%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Monolithic, which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $1.2 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 3.56%. This compares to year-ago revenues of $737.18 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Monolithic shares have added about 33.6% since the beginning of the year versus the S&P 500's gain of 13.1%.
What's Next for Monolithic?While Monolithic has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Monolithic was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $8.22 on $1.22 billion in revenues for the coming quarter and $27.60 on $4.17 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor - Analog and Mixed is currently in the top 3% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Semtech (SMTC - Free Report) , has yet to report results for the quarter ended October 2026.
This chipmaker is expected to post quarterly earnings of $1.13 per share in its upcoming report, which represents a year-over-year change of +135.4%. The consensus EPS estimate for the quarter has been revised 8.3% higher over the last 30 days to the current level.
Semtech's revenues are expected to be $416.03 million, up 55.8% from the year-ago quarter.
Monolithic Power (MPWR - Free Report) reported $1.2 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 63.1%. EPS of $8.19 for the same period compares to $4.73 a year ago.
The reported revenue represents a surprise of +3.56% over the Zacks Consensus Estimate of $1.16 billion. With the consensus EPS estimate being $7.80, the EPS surprise was +5%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Monolithic performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue by End Market- Storage and Computing: $192.2 million versus the four-analyst average estimate of $210.55 million. The reported number represents a year-over-year change of +3%.Revenue by End Market- Communications: $187.4 million versus $146.51 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +134.6% change.Revenue by End Market- Automotive: $180.7 million versus $172.42 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +19.2% change.Revenue by End Market- Enterprise Data: $506.7 million compared to the $458.31 million average estimate based on four analysts. The reported number represents a change of +164.6% year over year.Revenue by End Market- Industrial: $71.4 million versus $56.61 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +29.1% change.Revenue by End Market- Consumer: $64 million versus the four-analyst average estimate of $61.65 million. The reported number represents a year-over-year change of -11.6%.View all Key Company Metrics for Monolithic here>>>
Shares of Monolithic have returned -10.1% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
NEW YORK, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Rosen Law Firm, a global investor rights law firm, announces an investigation of potential breaches of fiduciary duties by the directors and officers of Monolithic Power Systems, Inc. (NASDAQ: MPWR).
If you currently own shares of Monolithic Power stock, please visit the firm’s website at https://rosenlegal.com/cases/monolithic-power-systems-inc/join for more information. You may also contact Phillip Kim of Rosen Law Firm toll free at 866-767-3653 or via email at [email protected].
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 litigate securities class actions. 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 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.
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
Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Azenta, Inc. (NASDAQ: AZTA) resulting from allegations that Azenta may have issued materially misleading business information to the investing public.
So what: If you purchased Azenta securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.
What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/azenta-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
What is this about: On August 24, 2026, Azenta filed with the SEC a current report on Form 8-K which stated that on "August 22, 2026, John P. Marotta resigned as President and Chief Executive Officer of Azenta, Inc. (the "Company") and as a member of the Company's Board of Directors (the "Board"), effective as of August 22, 2026 (the "Effective Date")."
On this news, Azenta's stock fell 12% on August 24, 2026.
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 litigate securities class actions. 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.
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
SPS Commerce (NASDAQ:SPSC) reported third-quarter financial results on Thursday. The transcript from the company’s third-quarter earnings call has been provided below.
This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation.
Access the full call at https://edge.media-server.com/mmc/p/w7jzy5aj/
SummarySPS Commerce reported a strong Q3 2026 with revenue of $197.6 million, a 4% increase year-over-year, despite a 500 basis-point negative impact from the divestiture of its 3P revenue recovery business and Amazon take rate business changes.
The company launched MAX, an AI-powered supply chain solution, to drive efficiencies and ROI for Fulfillment customers, with plans to monetize these AI capabilities next year.
Guidance for Q4 2026 includes revenue of $199.3 million to $201.3 million, with an underlying growth of 8-9% excluding divestiture and Amazon impacts.
Adjusted EBITDA for Q3 increased by 17% to $70.9 million, or 36% of revenue, exceeding margin targets, with expectations of further margin expansion driven by AI efficiencies.
Management highlighted the positive customer response to AI initiatives, particularly MAX, which has been instrumental in operational improvements and customer savings.
Full TranscriptOPERATOR
Good day and welcome to the SPS Commerce third quarter 2026 conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key then zero on your telephone keypad. After today’s presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad, and to withdraw your question, please press star then two.
Please note this event is being recorded. I would now like to turn the conference over to Ms. Ermina Baschik, Investor Relations for SPS Commerce. Please go ahead, ma’am.
Ermina Baschik (Investor Relations)
Good afternoon everyone, and thank you for joining us on the SPS Commerce third quarter 2026 conference call. We will make certain statements today, including with respect to our expected financial results, go-to-market strategy, and efforts designed to increase our traction and penetration with retailers and other customers. These statements are forward-looking and involve a number of risks and uncertainties that could cause actual results to differ materially.
Please note that these forward-looking statements reflect our opinions only as of the date of this call, and we undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. Please refer to our SEC filings, specifically our Form 10-K, as well as our financial results press release for a more detailed description of the risk factors that may affect our results.
These documents are available at our website, spscommerce.com, and at the SEC’s website, sec.gov. In addition, we are providing a historical data sheet for easy reference on the Investor Relations section of our website, spscommerce.com. During our call today, we will discuss adjusted EBITDA financial measures and non-GAAP income per share. In our press release and our filings with the SEC, each of which is posted on our website, you will find additional disclosures regarding these non-GAAP financial measures, including reconciliations of these measures with comparable GAAP measures.
And with that, I will turn the call over to Chad.
Chad
Thanks, Irmina, and good afternoon everyone. Thank you for joining us today. Supply chain management has reached a critical inflection point across the retail ecosystem. Brands and retailers are adopting AI to transition from reactive operations to proactive execution, expecting clear and quantifiable return on their investment. While AI unlocks powerful operational efficiencies, its true potential is realized when combined with contextual supply chain data.
And at SPS Commerce, new agentic AI capabilities are combined with the intelligence of a network built on more than 300,000 trading relationships, nearly three decades of proprietary knowledge, and retailer compliance rules that aren’t documented anywhere else. For SPS customers, our agentic AI called MAX plays a central role in driving supply chain efficiencies by embedding the SPS network intelligence directly into trading partner workflows and automation systems. As a result, MAX delivers real ROI today. And because it runs on network intelligence that compounds with every new trading connection, it’s continually learning to deliver ROI in the future. Building on this foundation, last month we announced new and expanded capabilities across our product portfolio.
These advancements help brands and retailers operate faster and more proactively with greater visibility across their supply chains to achieve immediate and measurable results. MAX, our embedded agentic AI supply chain offering, is now available to all of our Fulfillment customers. Grounded in real-world trading behaviors, MAX guides users through daily supply chain workflows, identifies operational anomalies, and prevents costly errors before they occur. Decision Intelligence, an expansion of SPS Analytics, connects sell-through, inventory, and supply chain signals into a unified view organized around retailers’ key weekly inventory and forecasting decisions.
Visibility Management connects ERP, warehouse management, transportation management, and carrier systems into a single real-time purchase order status view. It surfaces potential disruptions before they impact an order or revenue, automatically engaging suppliers to resolve them. While these product innovations represent the next step in our vision for the intelligent supply chain network, the true test is the tangible ROI delivered to our customers. RIP-IT Sports, a high-growth brand selling sporting equipment to major retailers like Dick’s Sporting Goods, Walmart, and Amazon, is leaning heavily into AI to expedite efficiency and insight. In its first week live, MAX saved this customer $200,000 by flagging chargebacks and late receivables that the RIP-IT team couldn’t see and identified a process error to eliminate future loss.
MAX watches every trading partner and explains resolutions in plain language, leveraging retailer-specific compliance patterns that aren’t documented elsewhere. MAX recently detected more than 200 shipment status failures between Zevia, a beverage brand, and their 3PL. In those orders, neither Zevia nor the ERP were being updated automatically with the correct workflow status. For a customer of this size, we estimate up to $3 million in receivables could have been delayed had those shipments not been realized and invoiced on time.
Something Inked, a creative merchandising and custom branding company that works with major sports and entertainment brands, uses MAX to accelerate invoice searches and exception monitoring. This customer estimates using MAX will save them hundreds of hours per year and thousands of dollars in overhead. According to their project lead, MAX has become a staple in their daily operations. With MAX now live across all Fulfillment customers, adoption of our advanced AI features is accelerating. Upcoming Q4 product launches keep us on track to monetize AI-powered solutions next year. SPS Commerce has also embedded agents internally to accelerate Fulfillment customer onboarding from contract close to the first live transaction. Since adopting agentic onboarding, hundreds of suppliers have achieved full compliance with new trading partners within 24 hours.
Agentic onboarding is also strengthening our competitive position, particularly when new customers plan to integrate their ERP system with the SPS network. In Q3, this accelerated onboarding capability was a deciding factor in securing multiple new customer wins. We are prepared to move as quickly as our customers need us to in delivering faster time to value. To date, we have completed many complex ERP integration and onboarding projects in less than 30 days, and we expect to shorten these cycles even further as we advance our AgentIQ capabilities.
For example, a manufacturer of safety and fall protection gear needed 21 integrations set up and tested in two weeks. Accelerated onboarding with AI agents helped meet the deadline, and our validation agent flagged incorrect carrier codes and shipping serial IDs that would have caused advanced shipping notice compliance issues and potential retailer chargebacks. The customer was able to address both errors before production. Similarly, the world’s leading dairy company partnered with SPS Commerce following a major acquisition to rapidly onboard over 70 trading partners and avoid delays in order fulfillment of highly perishable products. With agentic onboarding, SPS accelerated testing and business rule configuration for new connections, successfully executing a high-stakes go-live in just weeks.
In summary, the progress we have made to date with our agentic transformation initiatives—both across our product portfolio and internally—has exceeded my expectations. I want to recognize all of Team SPS for their agentic-first mindset and commitment to this transformation. Historically, customers have trusted SPS’s vast network intelligence to deliver connectivity and compliance with their trading partners. Today, all of our transaction compliance and proprietary data is powering our agentic AI solutions, enabling MAX to detect process disruptions and anomalies.
This strong, quantifiable ROI will result in direct monetization of our AI capabilities and drive a higher volume of transactions across our network as customers increasingly rely on SPS solutions as the indispensable intelligence tools they need to manage an efficient supply chain. Notably, we are moving fast while maintaining operational discipline and exceeding our margin targets. With our agentic strategy advancing, we are uniquely positioned to deliver sustainable, profitable growth backed by the combination of AI and SPS’s Intelligent Network, a powerful and durable competitive moat that no one else can match.
With that, I’ll turn it over to Joe to discuss our financial results.
Joe (Chief Financial Officer)
Thank you, Chad, and welcome, everyone. We report a strong third quarter of 2026 as core business growth exceeded expectations. While we delivered significant margin expansion, revenue was $197.6 million, a 4% increase over Q3 of last year. Recurring revenue grew 4% year over year. Two factors impacted the growth rate in the quarter: one is the divestiture of the 3P revenue recovery business on June 30, 2026, and the second factor is incremental impact from our 1P Amazon take rate business.
Together, the divestiture and the Amazon take rate business negatively impacted revenue growth by 500 basis points in the quarter. In reference to the divestiture of the 3P revenue recovery business, we said in a Q2 call that we expect divestiture to reduce second-half 2026 revenue by approximately $10.5 million. We continue to believe the divestiture sharpens our focus on the strategic opportunity with 1P suppliers. The 1P Amazon opportunity continues to be important to our revenue recovery growth strategy for the long term with a $750 million addressable market.
In reference to the impact from the Amazon take rate business for the quarter, it was driven by two factors. First, we saw higher-than-anticipated conversion of take rate revenue to subscription revenue. While this has created a headwind to revenue in the second half of 2026, we expect it to benefit the business in the midterm in line with our long-term strategy for revenue recovery. Second, take rate revenue was lower than anticipated resulting from recent Amazon policy changes that impacted our 1P take rate customers.
As a reminder, under the take rate model, revenue is recognized as a percentage of the actual funds successfully recovered from Amazon suppliers, and recovery yields are tied to the retailer policies. In the quarter, Amazon implemented certain policy changes which have been unfavorable to recovery yields. While our current go-to-market approach is focused on the subscription model, the take rate model remains common in the Amazon revenue recovery market and allows us to capture a larger share of enterprise customers.
Looking at our customer growth, the total number of recurring revenue customers in Q3 increased sequentially to 46,700 and average revenue per customer was $16,200. The divestiture reduced our total customer count by approximately 7,300 3P customers who are smaller than our average customer size, which positively impacted ARPU. In Q3, adjusted EBITDA increased 17% to $70.9 million, or 36% of revenue, outperforming our long-term margin target of 35%.
This reflects SPS Commerce’s strong operational execution as we continue to unlock efficiencies across the organization. Looking ahead, we plan to provide an updated adjusted EBITDA target on our fourth quarter conference call. We expect continued margin expansion to be driven by operating leverage and increasing use of onboarding agents, which today is reflected in our gross margin expansion. Adjusted gross margin, which excludes stock-based compensation expense, was 73% in Q3 and improved 170 basis points year over year.
Adjusted sales and marketing was 20%, G&A was 13%, and R&D was 7% in Q3, and all declined year over year as a percentage of revenue. Turning to liquidity and cash flows, we ended the quarter with total cash, cash equivalents, and short-term investments of $184 million. Free cash flow for the quarter was $58.5 million, bringing our trailing twelve-month free cash flow to $202.6 million, up 37% year over year. In Q3 2026, we deployed 84% of free cash flow to repurchase $48.8 million of SPS Commerce shares.
Now turning to guidance for the fourth quarter of 2026, we expect revenue to be in the range of $199.3 million to $201.3 million, representing approximately 4% growth at the midpoint, which includes a negative impact from the Amazon revenue recovery take rate business and the divested business. Excluding these impacts, our underlying fourth quarter revenue growth is expected to be between 8% and 9%. We expect adjusted EBITDA to be in the range of $72.0 million to $74.0 million.
We expect fully diluted earnings per share to be in the range of $0.74 to $0.79, with fully diluted weighted average shares outstanding of approximately 36.0 million shares. We expect non-GAAP diluted income per share to be in the range of $1.31 to $1.36, with stock-based compensation expense of approximately $17.0 million, depreciation expense of approximately $6.1 million, and amortization expense of approximately $12.3 million. For the full year 2026, we expect revenue in the range of $786.9 million to $788.9 million, representing approximately 5% growth over 2025. At the midpoint of the guided range, excluding the previously mentioned impacts, our underlying full-year 2026 revenue is projected to grow high single digits. We expect adjusted EBITDA to be in the range of $267.4 million to $269.4 million, reflecting an adjusted EBITDA margin of 34% at the midpoint, an increase of approximately 330 basis points compared to full year 2025.
We expect fully diluted earnings per share to be in the range of $2.29 to $2.35, with fully weighted average shares outstanding of approximately 36.6 million shares. We expect non-GAAP diluted income per share to be in the range of $5.05 to $5.11, with stock-based compensation expense of approximately $69.5 million, depreciation expense of approximately $24.1 million, and amortization expense for the year of approximately $40.8 million. For the remainder of the year on a quarterly basis, investors should model approximately a 30% effective tax rate calculated on GAAP pre-tax net earnings.
In summary, our financial results clearly demonstrate the strong operating leverage embedded in our business model. Expanding our adjusted EBITDA margin to 36% underscores both our commitment to disciplined cost management and the tangible efficiency gains we’re unlocking through Agent.
OPERATOR
Now to begin the question-and-answer session. To ask a question, you may press star then one on your telephone keypad. If you are using a speakerphone, please pick up your handset before pressing the keys. If at any time your question has been addressed and you would like to withdraw your question, please press star then two. And our first question for today will come from Scott Berg with Needham. Please go ahead.
Scott Berg (Analyst)
Hi, Chad and Joe, thanks for taking my questions here. Got a couple things here. Let’s start off with the fourth quarter guidance. It looks like the actual guidance is a little bit below what was implied from the third quarter. And given your commentary on the changes at Amazon, I guess the first question is, is that the driver for all the changes with the implied fourth quarter revenue guidance? And I guess second question within the Amazon impact relates to, is this kind of a permanent change or impact to, I assume that is that revenue recovery business.
Should we think about annualizing that difference in terms of the revenue recovery there, or does this get mitigated maybe as you move more of the customers from that transactional arrangement to more of a subscription agreement?
Joe (Chief Financial Officer)
Thanks. Yes, Scott, I’ll take the first part of that. So on the revision of the guidance, Scott, 100% of that was related to these Amazon policy changes and the acceleration of moving customers from take rate to subscription. If we didn’t have the impact of those changes, we would have raised guidance on the year. So that was the driver.
Chad
Yeah. And I’ll give you a color on the overall strategy, we remain confident in revenue recovery as a product category. If you exclude the Amazon take rate portion, revenue recovery is the fastest growing portion of our overall business. We have seen these policy change headwinds with Amazon. However, Amazon is a major portion of this ecosystem. We’re still bringing on new customers, especially with multiple retailer support, and Amazon is a key component of that together typically with Walmart and Target as well.
And in terms of the revenue model, we have been successful in converting some of the take rate customers. You may recall that Carbon 6 was take rate only, and now some of those have converted to subscription, and in fact that moved a little quicker in the quarter than we had expected, which long term is a positive for us. But I will say though, the market still is take rate, right? So there still is some take rate out there. Competitors are offering take rate.
So it’s not like we expect the take rate business to go to zero over time. But I strongly believe that as we add more features consistent with our product strategy, especially on chargeback avoidance and not just on the recovery side, that’s going to certainly make the product more compelling overall and customers probably more inclined to pay for that type of capability on a subscription basis.
Scott Berg (Analyst)
Got it. Helpful. And then from a follow-up question, Chad, can you give some color on what the net new customer environment was like? If we go back to the third quarter call, I know you all talked about some improving trends around enablement campaigns and I think new customers coming from some of your ERP channel partners, but just want to understand if that environment has improved kind of as you had expected 90 days ago and will that ultimately drive customer count, ex the Carbon 6 divestiture, to still be in line with your expectations, be about flattish for the year from the beginning?
Chad
Yeah, sure, Scott. So on the retail programs, the retail activity in the quarter was quite strong as we expected. The activity continues here in Q4, and we’re even carrying some momentum into 2027. What I would say on the results in the quarter is that the monetization of those retail programs based on the retailers they were did skew a bit more toward ARPU contribution. The customer count contribution on the ERP stuff still a little bit slower in the mid-market ERP area.
I think there’s room, as companies sort through their AI and ERP decisions, for that to pick up in the future and overall probably close to that sort of net neutral customer count that we had described earlier.
Scott Berg (Analyst)
Great. Thanks for taking my questions.
OPERATOR
The next question will come from Chris Quintero with Morgan Stanley, please go ahead.
Beatrice Won (Analyst)
Hi, this is Beatrice Won for Chris Quintero. Thank you for taking the question. Congrats on the impressive margin progress. Can you unpack where you’re seeing the greatest operating leverage, whether that’s AI-driven efficiencies in onboarding and customer support or broader automation or expense discipline? And how much runway remains for the further expansion?
Joe (Chief Financial Officer)
Yeah, thanks for the question. I think there’s a couple areas that are really driving that margin improvement overall. And the first, I would say on the gross margin side, I think that’s been the biggest driver of our overall improvement and there’s a couple things going on there. Most of the success there year to date is not related to the agentic onboarding because that’s just been more of a recent rollout that’s still ramping. I think that will drive a lot more of the margin improvement over the next 12 to 18 months, which gives me a lot of confidence that there’s a lot of room to run on the gross margin line.
Most of the year to date benefits have come from the process improvements we’ve kind of talked about that we made over the last 12 to 15 months. The team has been really laser focused on these processes even before the agentic onboarding. They’ve really been able to build out the team in a way that can scale in a much more efficient manner. So that would be the first area where we’re seeing improvements on the gross margin side driving bottom line improvements.
The second area I would say would be on the G&A side we’ve done over the last couple of years. I’ve talked about this last time, which is we had to make some investments in the back office, upgrade some of our systems, some of our infrastructure, and we’re starting to see the real economies of scale of those investments. I would say historically I thought G&A was running a little high based on those investments and you’re starting to see that come down.
And that’s a combination of getting the kinds of scale on those investments, but also some of the internal use cases we’re starting to see on the AI front within the organization. So it’s a combination of those two things are probably the biggest driver. And to your question about how we see it going from here, we have a high level of confidence, like I said, that we can continue to drive margin improvements and a lot of the future will be driven by some of the agentic things we’re working on. We’ve already talked about the onboarding, but we’re also doing things on the go-to-market side. We’re building things across the G&A team as well. So feel really good about what we’ve accomplished today, but also see a lot more upside going forward.
Chad
These policy changes related to the situation when one of our suppliers makes a short shipment to Amazon, also a process around our ability to re-dispute a submission, and both of them were new in the quarter.
OPERATOR
The next question will come from Dylan Becker with William Blair. Please go ahead.
Jackson Bogley (Analyst)
Hey everyone, this is Jackson Bogley on for Dylan Becker. I was just wondering if you could give us a sense of how customers are responding to Max now that that’s generally available in this quarter and maybe how you see the impact on day to day workflows for customers translating into deeper engagement with the SPS Commerce platform over time.
Chad
Yeah, absolutely, Jackson. So we’re seeing really positive feedback from the customers that are in Max Chat. In fact, we’re seeing quite a bit of return usage so that the product will prompt them to go in, begin usage, really high return usage in the product. And then as we’re moving forward in our development plans for Max Agents, which will be the primary monetization mechanism going forward, we are already in co-development with a group of about 20 customers in the Max Agent and we expect the early adopter program for that to be expanding to about 200 customers as we turn from kind of Q4 to Q1.
And a large number of those customers are heavy Max Chat users who are very anxious to get access to the new Max Agent capability that’s coming.
Jackson Bogley (Analyst)
Great, that’s super helpful. And then maybe one for Joe or Chad. As you look at over the next few years, what gives you the most confidence in the durability of the growth algorithm? And maybe within that just any comments on capital allocation across buybacks, M&A, and organic investment also that Joe touched on earlier.
Chad
Yeah, definitely highly confident in the growth algorithm going forward. I mean if you look at our results here, the core really did go strongly and actually exceeded our expectations. Also consistent with how we’ve been describing the growth algorithm where we expect to drive more on the ARPU side. Certainly we can modestly grow customer count, but we expect to drive most of it through the ARPU side. And the big drivers of that ARPU growth going forward are going to be the continued expansion with existing customers, primarily driven by adding more connections on the network, the upselling and cross selling of analytics and revenue recovery.
And now with the emergence of these AI capabilities on top of that, that will give us another upselling SKU there. And what I will add is the steady momentum of us to be able to serve larger and larger customers. As we’ve done a number of enhancements to both our product portfolio and our service delivery model, we are increasingly being able to serve larger and larger customers, which has a positive impact on ARPU.
Joe (Chief Financial Officer)
Yeah. And then on the capital allocation question, right now we’ve got our buyback in place. We’re buying back in the market every day and we think that’s the best use of capital. Now obviously over the next 12 to 18 months as things change, we always keep our options open. But right now that’s going to be the main focus, is buying our stock back with our capital.
Jackson Bogley (Analyst)
Great, thank you.
OPERATOR
The next question will come from George Kusawa with Citi. Please go ahead.
George Kusawa (Analyst)
Okay, thanks for taking the questions. Maybe just to follow up on that question about growth durability, I know I’m a quarter early here, but as we think about 2027, we’ll be sharpening our pencils on modeling. You laid out the 8% to 9% exit rate on the core business. Is that maybe a right way to think about the approach for how you guys are thinking about next year? Or just maybe puts and takes on what might drive this business to sustain growth next year?
Joe (Chief Financial Officer)
Yeah. Thanks for the question, Jordan. I think without getting, we don’t want to get too far ahead of 2027, so obviously I’m not going to provide any guidance. But we believe that the momentum we’re seeing on the core will continue. As we see right now, we feel really confident about that going into 2027. I think there’s a couple things going on from a growth algorithm and Chad covered it a little bit earlier. But I think the other thing that’s going on is that our GRR continues to improve on a year-over-year basis.
Right. A lot of things we’re investing in as it relates to agentic onboarding, shortening that time it gets to get on board. The things we’re doing with Max and Max Chat, I think that’s going to drive a lot of stickiness in the product. I think it’s going to allow us to increase price over time. I think there’s a couple things going on in the core that gives us confidence in that growth algorithm that Chad was talking about. And the way we see 2027 and obviously on the Q4 call, we’ll provide a little bit more color on 2027.
George Kusawa (Analyst)
Okay, that’s a great color. And then I did want to follow up on this. Agentic onboarding, gross margin seemed like it saw some healthy expansion in the quarter. To what extent has agentic onboarding impacted Q3? I know you said it’s relatively early still. And then if you just think about the number of maybe onboarding projects that have gone through this process, how has that started to trend? How do you think about that? How do you think about in terms of the share of onboarding that can be done agentically as we think through next year?
Chad
Yeah, so I think about the gross margin impact specifically from agentic onboarding, frankly is kind of minimal. As Joe mentioned earlier, most of that’s been driven over work the team has done on the onboarding process in the previous 18 months. However, the agentic onboarding certainly helped us in the quarter with respect to new customer acquisition. We had several competitive opportunities where the customer was integrating their ERP system with their EDI provider.
Those customers specifically chose SPS Commerce based on the speed at which we could onboard them to our network. And we think not only will the speed of that onboarding then obviously be more efficient and drive continued gross margin improvements, but truly be a competitive differentiator, will probably unlock a little bit more demand in the market as well. Because if you’re not facing a several month implementation, you’re probably more likely to go forward with the project.
Where we are today is that we’ve had hundreds of customers that are kind of on our more simple web form onboarding be done in a number of hours with agents and then I’d say a select handful of more complex ERP-integrated projects be done with the agent-assisted onboarding and agent-assisted validation. But it has really big momentum and we expect more and more projects to be done this way in Q4 and in 2027.
Joe (Chief Financial Officer)
And George, I’ll add one more piece of color there. We probably got another 12 months of roadmap on agentic onboarding. Like Chad said, we’ve started with kind of the easier customers, the web form fulfillment customers. And as we move across the different ERP integrations, we’re knocking those off one at a time. So what you’re going to see over the next 12 months is as we roll out more and more agentic onboarding across different customers, you’ll see that margin improvement over the next 12 to 18 months.
It’ll set us up for even longer term improvement.
George Kusawa (Analyst)
Great color. Thanks for taking the questions.
OPERATOR
The next question will come from Matt Van Vliet with Canaccord. Please go ahead.
Matt Van Vliet (Analyst)
Yeah, good afternoon. Thanks for taking the questions here. I just wanted to dig in a little bit more on the Amazon changes. I guess, how are the economics for the customer contracts differing when they switch to subscription? How should we think about that playing out over a couple year period and then any other color on what percentage of those customers have actually shifted to the subscription model so far?
Chad
Yes. So typically a customer will have kind of a proven history of recoveries at a certain level and also see the value of the incremental product features that we’re adding to help them with the analytics around chargebacks in general, other analytics around the whole recovery process. And as they see that value, then there’s kind of a conversion point based on the volume of historical recoveries into a new subscription amount. We are leading with subscription in our go-to-market.
We still do take new business as a take rate when competitive requirements demand that. And there’s still some room, as the majority of Carbon6 customers we acquired in this area were on take rate. It’s still the minority of those customers that have converted to subscription, but that conversion is underway.
Matt Van Vliet (Analyst)
Okay, thank you. And then curious on any commentary you have around the overall competitive landscape and how your retailer enablement efforts are going. Any traction to speak of there and just sort of how you’re viewing that business longer term?
Chad
Yes. So the retail programs continue to be a great lead source for new supplier customers into our business. Q3 in particular, we had some very large programs. As I mentioned previously, that interaction tended to be more monetized on the ARPU side. There were new customers that came in through those programs as well, but a little bit more skewed to the ARPU side and demand for that offering where we’re digitally enabling all the suppliers for these big retailers and distributors.
We continue to be unique in offering that to the market and, as we continue to explain all the benefits of that in the market, seeing some upticks in demand for that solution.
Matt Van Vliet (Analyst)
Great, thank you.
OPERATOR
The next question will come from Lachlan Brown with Rothschild & Co. Please go ahead.
Lachlan Brown (Analyst)
Hi, Chad. Joe, thanks for taking the questions. I just want to unpack that you mentioned that you would have raised the full-year revenue guidance had there not been the impact of the Amazon 1P policy and revenue changes. So could you dive into what went better than expected in the core fulfillment business in the quarter?
Joe (Chief Financial Officer)
Yeah, I think a couple things. One better than expected, I think one Chad talked about this. These retail campaigns were really strong coming into the quarter. Those really converted into higher ARPU. So I think our ARPU was stronger than we expected. The other area is the GRR. It was really solid in the quarter. It continues to increase on a year-over-year basis and that came ahead of plan. And then we continue to see momentum in the subscription side of the Revenue Recovery business.
And so I think the combination of those three things really kind of exceeded our expectations in the quarter.
Lachlan Brown (Analyst)
Thanks. And can you also update us on the campaign pipeline visibility over the next couple of quarters? I guess specifically, how is the current mix tracking between new customer onboardings versus expanding connections on those existing accounts? And I guess last year you noted that holiday season dynamics caused some enablement campaign delays. So I just want to just double check that you’re not seeing the same thing here again this year.
Chad
Yes. So the overall pipeline and activity on programs right now is strong. It will be strong in Q4 and we expect to carry some of that into 27. We are not anticipating any delays, but some of those programs here for Q4 have not actually kicked off yet. So they could be subject to delay, but we’re not anticipating that. And I’d say the contribution sometimes difficult until we get the program underway. I would just remind everyone kind of with our growth algorithm, we do expect a lower growth rate on the customer additions and a higher growth rate on the ARPU.
And as the programs came in in Q3, they came in exactly consistent with that overall growth algorithm.
Lachlan Brown (Analyst)
Very helpful, thanks.
OPERATOR
The next question will come from Mark Chappell with Loop Capital Markets. Please go ahead.
Mark Chappell (Analyst)
Thanks for taking my question. Chad, could you talk a little bit about what you’re seeing in early demand for Decision Intelligence and maybe how it’s priced relative to the former analytics offering?
Chad
Yeah, Mark, great. Yeah. So what we’ve done here is we mentioned this in the last call. We completely replatformed the technology of our analytics product and as part of that went through a renaming exercise. So you’ll hear us referring to that as Decision Intelligence going forward. That also follows our segment reporting in the financials. A couple things that have been real positives on this. One, the customer sentiment and the supporting retention metrics for the customers that have gone onto this new platform are more favorable than the old platform. So we’re seeing positive momentum there. And then additionally, we’re more competitive in new business with this new platform. And then I’d say overall this new platform was really necessary to set us up to execute on our roadmap for Decision Intelligence, which includes a number of AI capabilities which we expect to be able to launch there in the first half of 2027.
So overall, the new platform, who knows if the new name is helping? I think the new platform certainly is helping, but you’ll hear us refer to that as Decision Intelligence going forward.
Mark Chappell (Analyst)
Great, thank you. And then Eduardo has been on board now for about a year or so as Chief Commercial Officer. In that role, what are some of the more meaningful changes you’re making to sales, to sales coverage or incentives, or even account ownership? Or what are you planning going forward there?
Chad
Yes, absolutely. So on the retail side, one of the changes we’ve made is really segmenting that sales force into existing-customer account managers and other sales executives focused on new business. This positive momentum in the retail activity right now, I would say that’s one of many factors. But between Eduardo and Tony, who leads our retail business, they’ve done a nice job with those changes and those have been positive. As we look at our customer treatment strategy on the supplier side, we’ve really aligned customer success and sales much more closely. I think that has been beneficial to this ARPU expansion as we’re driving more expansion with the customers, driving cross-selling. And as Joe mentioned, the improved retention metrics I think are also coming from those improved customer treatment strategies. The team has really done a nice job on the customer treatment strategy work and that’s paying off through the metrics now.
Mark Chappell (Analyst)
Thank you.
OPERATOR
The next question will come from Parker Lane with Stifel. Please go ahead.
Jack McShane (Analyst)
Yeah. Hey, Chad. Hey, Joe. This is Jack McShane on for Parker. Thanks for taking the questions today. I wanted to go back to the topic of growth now hinging a bit more on ARPU and just kind of dig deeper. Like, is this a temporary mix or will cross-sell and attach be the material key drivers of the business into the midterm in 27 and beyond? And how do you weigh the opportunities in cross-sell, whether it be new connections, ancillary products like analytics and MAX?
Chad
Yeah, so there’s really three factors driving that ARPU. It’s certainly the largest one is expansion of the existing customers. It’s definitely a land-and-expand model. We tend to get customers with one trading partner when we land them in one of those retail programs and then we expand them from there. Obviously, analytics, Revenue Recovery are addressable to the medium and large customers that we have. And then we’ll have the MAX Agent SKU on board in 2027 to be another product there.
And as I mentioned earlier, as we move more and more of our capabilities with the ERP integrations, we’re able to serve medium and large customers. That has a positive impact on ARPU as well. So we continue to drive new customers through the retail programs, through the channel programs. But I think kind of keep in mind a lot of this customer count every single quarter is being driven by very low-revenue customers, both in the adds and both in the churn. But all of those customers that we start off through a retail program as a 1TP, we have the potential to expand a portion of those up to be some of our highest-value customers from there.
Joe (Chief Financial Officer)
Jack, just to add one, ranking them. I think the expansion of trading partners is still the biggest driver of ARPU. And then after that is the cross-sell of analytics and Revenue Recovery. And then next year obviously we’ll have a little bit more to sell with the MAX agents. And so that would feed into that cross-sell opportunity.
Jack McShane (Analyst)
Yeah, thanks for the color. And then I’d love to hear your philosophy moving into next year as you begin monetizing MAX. How do you plan to strike the balance of broad adoption within your base and monetization that so many of your software peers have been attempting to figure out over the past year or so? And, you know, where is that AI budget coming from within your base? Thanks.
Chad
Yeah, terrific question. We will favor broad adoption. I mean we believe that this provides value and the more customers have access to it and use it, the value becomes more apparent for them and that will allow us to take price over the relationship with the customer. So we will be charging for the MAX agents in 2027. But to your point, our programs are going to be focused on customer adoption in 2027 versus trying to maximize price before the customer really sees the value.
OPERATOR
The next question will come from Clark Wright with DA Davidson. Please go ahead.
Clark Wright (Analyst at DA Davidson)
Awesome. Thank you. Wanted to touch on the agentic capabilities that you guys are bringing to market. What makes SPS Commerce uniquely positioned to provide the agentic capabilities to organizations versus what can be achieved with off-the-shelf AI offerings?
Chad
Yeah, so the data really is what makes the difference here. So if you look at the underlying data that is driving our agentic use cases, first there’s all the data that the customer has in our network. And keep in mind, this is usually a superset of their supply chain data. Not all this data is making it back to their ERP systems or their warehouse management systems or transportation management systems. So there’s probably the most robust data set of supply chain data a customer has is going to be on the SPS network.
Second is we’re seeing major trending across all the major buying organizations that run across our network. So obviously we’re not going to share customers’ competitors’ data. But what we can do through our agents is see certain trending with certain trading partners, certain patterns that may exist. And then what’s really critical to all this, and honestly I think underappreciated out there, is the proprietary databases that we have around retailer trading expectations for their supply chain partners.
And many of these are undocumented as well. So we have these robust rule data sets that dictate exactly how the supply chain is expected to be performed for each of the retailers on our network. And the agents have access to all of that. When we combine the customer’s data, the trending data on the network and these very unique supply chain rule sets we have about each major retailer, that combination is really unlocking some very powerful use cases. If you looked at just more generic AI tools out there, they would not have that same level of access or understanding.
Clark Wright (Analyst at DA Davidson)
Appreciate that commentary. And then wanted to potentially ask you just about the policy changes. Is there anything that the company can do proactively to minimize the financial impact of new policy changes like what we have seen in recent years?
Joe (Chief Financial Officer)
Yeah, I think this strategy of adding more features in our product strategy to be about a total chargeback management and chargeback prevention solution and have less of the value proposition be just about the recoveries combined with the overall migration to subscription revenue that we discussed, I think those would be a couple things that are mitigating factors overall. I will just say that we do have competitors in the market that sell Amazon on a take-rate basis. When we offer that, especially in larger enterprise deals, it is helpful in winning new customers. In the quarter, we utilized our overall multi-retailer approach to win some very large enterprise suppliers onto Revenue Recovery. So I do think we’ll need to have some type of offering to take rate at least for the next couple years based on competitive dynamics.
Clark Wright (Analyst at DA Davidson)
Got it. Thank you again.
OPERATOR
If you have a question, please press star then 1. Our next question will come from Joe Virenk with Baird. Please go ahead.
Joe Virenk (Analyst)
Great, thank you. Yeah, I think of the network, it was set up to support omnichannel fulfillment. We now have the rise of personal agents factoring into the future of commerce. How do you think of that as a driver? And I guess there’s multiple ways to take it, you know, customer enablement activity and actually needing to upgrade your supply chain for this as a prospect. And what does SPS need to do on the back end to participate effectively if this is going to be a new channel?
Chad
Well, first, congrats to your Brewers, Joe. Yeah, great question. I think the commerce agents are going to drive kind of a new level of expectation on the supply chain as a result of the personalization and choices that are going to come from that. I think that will, just like we saw with omnichannel, increase the requirements around collaboration, the timing of collaboration. As we move more and more toward these kind of instantaneous delivery expectations, it really puts more need for a network like SPS Commerce to facilitate these supply chain transactions.
I will also add that as commerce agents start to move back in the supply chain to merchandising agents and vendor management agents, these are the things that we’re looking at in the midterm, and I think position SPS Commerce very well to further assist retailers in how they’re managing their supply chain as agentic technology moves from just the consumer back to more of the supply chain and buying operations in retailers and distributors.
Joe Virenk (Analyst)
Okay, that’s great. And then maybe, Joe, just to be clear on some of the math. So I think if I just take the divestment evenly in 3Q and 4Q, that’s like a 3-point revenue impact. You’re talking about 5 points in total. So the 1P change is 2 points, or like $4 million. And I guess within that, how much is truly a headwind given the policy changes versus just the mechanical impact where we’re transitioning to a sub that’s worth slightly less for a period of time?
Joe (Chief Financial Officer)
Yeah, a majority of it is from the policy changes, Joe. That would be a majority of that impact. And then the conversion from take rate to subscription is a smaller portion of that.
Joe Virenk (Analyst)
Okay, thank you. Go Brewers.
OPERATOR
I’m showing no further questions in the queue. Ladies and gentlemen, this concludes today’s conference call. Thank you for your participation and have a wonderful day. You may now disconnect.
Disclaimer: This transcript is provided for informational purposes only. While we strive for accuracy, there may be errors or omissions in this automated transcription. For official company statements and financial information, please refer to the company’s SEC filings and official press releases. Corporate participants’ and analysts’ statements reflect their views as of the date of this call and are subject to change without notice.
Hyatt Hotels Corporation (H) Q3 2026 Earnings Call October 29, 2026 10:00 AM EDT
Company Participants
Ryan Nuckols - VP of Investor Relations & Corporate Strategy
Mark Hoplamazian - President, CEO & Chairman of the Board
Joan Bottarini - Executive VP & CFO
Conference Call Participants
Conor Cunningham - Melius Research LLC
Brandt Montour - Barclays Bank PLC, Research Division
Shaun Kelley - BofA Securities, Research Division
Benjamin Chaiken - Mizuho Securities USA LLC, Research Division
David Katz - Jefferies LLC, Research Division
Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division
Elizabeth Dove - Goldman Sachs Group, Inc., Research Division
Bennett Rose - Citigroup Inc., Research Division
Daniel Politzer - JPMorgan Chase & Co, Research Division
Presentation
Operator
Good morning, and welcome to Hyatt's Third Quarter 2026 Earnings Conference Call. [Operator Instructions]
As a reminder, this conference call is being recorded. I would now like to turn the call over to Ryan Nuckols, Vice President of Investor Relations and Corporate Strategy. Please go ahead.
Ryan Nuckols
VP of Investor Relations & Corporate Strategy
Thank you, and welcome to Hyatt's Third Quarter 2026 Earnings Conference Call. Joining me on today's call are Mark Hoplamazian, Hyatt's Chairman, President and Chief Executive Officer; and Joan Bottarini, Hyatt's Chief Financial Officer. Before we start, I would like to remind everyone that our comments today will include forward-looking statements under federal securities laws.
These statements are subject to numerous risks and uncertainties as described in our annual report on Form 10-K, quarterly reports on Form 10-Q and other SEC filings. These risks could cause our actual results to be materially different from those expressed in or implied by our comments. Forward-looking statements in the earnings release that we issued today, along with the comments on this call, are made only as of today and will not be updated as actual events unfold.
For the quarter ended September 2026, Ingersoll Rand (IR - Free Report) reported revenue of $2.06 billion, up 5.6% over the same period last year. EPS came in at $1.07, compared to $0.86 in the year-ago quarter.
The reported revenue represents a surprise of +1.1% over the Zacks Consensus Estimate of $2.04 billion. With the consensus EPS estimate being $0.89, the EPS surprise was +20.23%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Ingersoll performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- Precision and Science Technologies: $444.9 million versus the three-analyst average estimate of $432.89 million. The reported number represents a year-over-year change of +7.3%.Revenue- Industrial Technologies and Services: $1.62 billion compared to the $1.61 billion average estimate based on three analysts. The reported number represents a change of +5.2% year over year.Adjusted EBITDA- Precision & Science Technologies: $152.5 million compared to the $138.72 million average estimate based on three analysts.Adjusted EBITDA- Industrial Technologies & Services: $475.7 million compared to the $445.56 million average estimate based on three analysts.View all Key Company Metrics for Ingersoll here>>>
Shares of Ingersoll have returned +0.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Alchemy Pay at TOKEN2049 Singapore 2026: Showcasing Global Payment Infrastructure and the Future of Onchain Finance
Alchemy Pay participated in TOKEN2049 Singapore 2026, connecting with businesses, payment infrastructure providers, investors, and industry leaders across the main conference and three side events.
Throughout the week, the team showcased Alchemy Pay’s global payment capabilities, engaged with prospective clients and infrastructure partners, and delivered keynotes on its business achievements, compliance progress, and the latest developments and plans for Alchemy Chain.
From growing demand for fiat-to-crypto payment services to emerging opportunities in payment infrastructure and onchain finance, conversations throughout TOKEN2049 Week reflected the diverse needs of businesses building across the digital asset ecosystem.
Connecting with the Industry at TOKEN2049 SingaporeAt its exhibition booth, Alchemy Pay welcomed visitors from different segments of the payments and digital asset industries. The team received inquiries from prospective clients seeking Ramp solutions, potential upstream payment channel partners, and businesses exploring card payment infrastructure.
These conversations covered a range of practical business needs, including fiat-to-crypto on-ramp services, local payment channel access, card payment capabilities, and infrastructure to support cross-border transactions and digital asset conversion. The team also engaged with potential partners and businesses exploring liquidity and settlement-related solutions.
The range of inquiries reflected the different roles payment infrastructure can play in the digital asset economy. Exchanges and other crypto platforms need reliable ways to connect users with fiat payment methods, while payment service providers and financial infrastructure businesses look for channel connectivity, market coverage, and partners that can support their expansion into new markets.
For Alchemy Pay, TOKEN2049 provided an opportunity to discuss these requirements directly with industry participants and explore where its existing network and payment solutions could support their business needs.
3 Keynotes Across Onchain Finance, Institutional Investment, and Emerging AssetsBeyond the main conference, Alchemy Pay delivered keynotes at three side events on October 6 and October 8. Across the sessions, the company shared its progress in transaction processing, global compliance, and the development of Alchemy Chain, outlining how these capabilities support its broader role in connecting traditional finance with the onchain economy.
Global Onchain SummitAlchemy Pay delivered a keynote at the Global Onchain Summit on October 6.
The presentation highlighted Alchemy Pay’s business progress and global payment infrastructure, including its transaction processing achievements and regulatory footprint. It also covered the latest progress and plans for Alchemy Chain, its blockchain initiative focused on stablecoin payments and onchain financial applications.
As onchain financial services continue to develop, the ability to connect blockchain-based applications with accessible fiat payment channels remains an important part of the wider financial infrastructure.
Gamma Prime Investing SummitLater on October 6, Alchemy Pay delivered another keynote at the Gamma Prime Investing Summit 2026 Singapore. The session presented the company’s progress across three areas: transaction processing, compliance, and blockchain infrastructure. Alchemy Pay’s global payment network and regulatory capabilities underpin its work connecting fiat and crypto, while Alchemy Chain represents a further step in developing infrastructure for stablecoin payments and onchain financial services.
The summit provided a setting to share this progress with participants across the investment and digital asset communities, where the development of institutional-grade infrastructure and new onchain financial applications remains an important area of interest.
AI & Emerging Onchain AssetsOn October 8, Alchemy Pay delivered a keynote at AI & Emerging Onchain Assets, extending its engagement to discussions around emerging applications and asset categories in the onchain economy.
The presentation covered Alchemy Pay’s transaction processing achievements, global compliance progress, and the latest developments and plans for Alchemy Chain. These areas reflect the broader infrastructure requirements of a growing digital asset ecosystem, where payment access, regulatory compliance, and blockchain-based financial services play complementary roles.
As new applications and asset models emerge, connecting digital assets with established payment methods and financial infrastructure remains relevant to their accessibility and wider adoption.
Alchemy Pay’s Progress in Payments, Compliance, and Blockchain InfrastructureThe three keynotes highlighted the complementary capabilities that support Alchemy Pay’s broader strategy.
Global payment infrastructure. Alchemy Pay connects fiat and crypto through on-ramp and off-ramp services, supporting users and businesses across markets with bank cards, bank transfers, mobile wallets, and local payment methods. Its network spans 173 countries, supports more than 50 fiat currencies, and includes over 300 payment channels.
Transaction processing and business growth. With more than 4.4 million Ramp users and over 12 million transactions processed, Alchemy Pay continues to develop its payment network to serve the needs of businesses and users accessing digital assets.
Global compliance. Alchemy Pay’s regulatory footprint includes 19 U.S. Money Transmitter Licenses, alongside licenses, registrations, and partnerships across other markets, including Southeast Asia, Korea, Europe, and the UK. This network supports its work connecting traditional payment systems with digital asset services across jurisdictions.
Alchemy Chain. Built around stablecoin payments, Alchemy Chain is designed to support onchain financial applications through blockchain infrastructure and stablecoin-focused services. Its development reflects Alchemy Pay’s broader ambition to connect payment access, stablecoin utility, and onchain financial activity.
Together, these capabilities provide a foundation for Alchemy Pay’s continued work across fiat-to-crypto payments, payment infrastructure partnerships, and emerging blockchain-based financial services.
Continuing to Build Connections Across the Global Payments EcosystemTOKEN2049 Singapore 2026 brought Alchemy Pay into conversations spanning immediate business needs and the longer-term development of the onchain economy. As the digital asset industry continues to evolve, the connection between traditional financial systems and blockchain-based applications remains a central infrastructure challenge. Alchemy Pay will continue to develop its global payment network and blockchain initiatives while engaging with businesses and partners seeking practical ways to connect fiat currencies, digital assets, and onchain financial services.
About Alchemy PayFounded in 2017, Alchemy Pay is a payment gateway that seamlessly connects crypto with traditional fiat currencies for businesses, developers, and end users. With its offerings including On & Off-Ramp, Web3 Digital Bank, NFT Checkout and its newly launched RWA platform, Alchemy Pay supports fiat payments in 173 countries.
The Ramp is a one-stop solution to buy and sell crypto and fiat, easily integrated by platforms and dApps according to requirements. The RWA platform allows global users to invest in tokenized real-world assets using local fiat currencies, lowering entry barriers and democratizing access to traditional financial instruments. Our Web3 Digital Bank supports Web3 enterprises by providing multi-fiat accounts and instant fiat-crypto conversion capabilities. Additionally, the NFT Checkout enables direct purchases of NFTs using fiat payment methods. ACH is the Alchemy Pay network token on the Ethereum blockchain.
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For the quarter ended September 2026, Floor & Dcor (FND - Free Report) reported revenue of $1.21 billion, up 3% over the same period last year. EPS came in at $0.61, compared to $0.53 in the year-ago quarter.
The reported revenue represents a surprise of -0.31% over the Zacks Consensus Estimate of $1.22 billion. With the consensus EPS estimate being $0.57, the EPS surprise was +7.02%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Floor & Dcor performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Comparable store sales: -1.4% compared to the -1.6% average estimate based on six analysts.Warehouse stores - Total: 282 versus the four-analyst average estimate of 287.Warehouse stores - Opened: 1 versus 3 estimated by two analysts on average.View all Key Company Metrics for Floor & Dcor here>>>
Shares of Floor & Dcor have returned +3.8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
New York, New York--(Newsfile Corp. - October 29, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Fluence Energy, Inc. ("Fluence Energy" or the "Company") (NASDAQ: FLNC) on behalf of investors that purchased or otherwise acquired Fluence Energy securities between November 24, 2025 and September 16, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Fluence Energy and have suffered losses, you may CLICK HERE to contact us.
