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Talos Energy Inc. (NYSE:TALO – Get Free Report) insider Control Empresarial De Capital sold 265,446 shares of the firm’s stock in a transaction dated Wednesday, October 14th. The shares were sold at an average price of $17.30, for a total transaction of $4,592,215.80. Following the completion of the transaction, the insider directly owned 29,393,590 shares in the company, valued at approximately $508,509,107. This represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Control Empresarial De Capital also recently made the following trade(s):

On Tuesday, October 13th, Control Empresarial De Capital sold 2,700,000 shares of Talos Energy stock. The stock was sold at an average price of $17.51, for a total value of $47,277,000.00. On Monday, October 12th, Control Empresarial De Capital sold 2,200,000 shares of Talos Energy stock. The stock was sold at an average price of $17.25, for a total transaction of $37,950,000.00. On Friday, October 9th, Control Empresarial De Capital sold 1,730,000 shares of Talos Energy stock. The shares were sold at an average price of $17.08, for a total transaction of $29,548,400.00. On Thursday, October 8th, Control Empresarial De Capital sold 2,310,000 shares of Talos Energy stock. The stock was sold at an average price of $17.03, for a total transaction of $39,339,300.00. On Tuesday, October 6th, Control Empresarial De Capital sold 480,000 shares of Talos Energy stock. The shares were sold at an average price of $16.96, for a total value of $8,140,800.00. On Tuesday, September 15th, Control Empresarial De Capital sold 1,381,000 shares of Talos Energy stock. The stock was sold at an average price of $18.52, for a total value of $25,576,120.00. Talos Energy Price Performance Shares of TALO opened at $17.73 on Friday. The company has a quick ratio of 1.61, a current ratio of 1.61 and a debt-to-equity ratio of 0.60. The stock has a market cap of $2.96 billion, a PE ratio of -7.45 and a beta of 0.42. Talos Energy Inc. has a 12-month low of $8.97 and a 12-month high of $18.73. The business has a 50-day simple moving average of $16.85 and a two-hundred day simple moving average of $15.46.

Talos Energy (NYSE:TALO – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $0.57 EPS for the quarter, beating analysts’ consensus estimates of $0.36 by $0.21. Talos Energy had a negative return on equity of 1.94% and a negative net margin of 20.46%. The firm had revenue of $664.81 million for the quarter, compared to analyst estimates of $577.92 million. During the same period last year, the firm posted ($0.27) earnings per share. The business’s revenue for the quarter was up 56.5% on a year-over-year basis. Analysts anticipate that Talos Energy Inc. will post 1.73 earnings per share for the current fiscal year. Hedge Funds Weigh In On Talos Energy Institutional investors have recently modified their holdings of the company. WINTON GROUP Ltd grew its position in Talos Energy by 1,717.7% in the 2nd quarter. WINTON GROUP Ltd now owns 223,579 shares of the company’s stock valued at $2,886,000 after purchasing an additional 211,279 shares during the period. De Lisle Partners LLP bought a new stake in Talos Energy during the 2nd quarter valued at $2,144,000. Webs Creek Capital Management LP bought a new stake in Talos Energy during the 2nd quarter valued at $27,039,375. Bank of America Corp DE acquired a new position in Talos Energy during the second quarter worth $7,338,000. Finally, Annis Gardner Whiting Capital Advisors LLC raised its holdings in Talos Energy by 394,736.8% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 300,076 shares of the company’s stock worth $4,729,000 after buying an additional 300,000 shares during the last quarter. 89.35% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets A number of brokerages recently weighed in on TALO. Stephens reissued an “overweight” rating and set a $20.00 target price on shares of Talos Energy in a research note on Wednesday, July 1st. Citigroup upped their price target on shares of Talos Energy from $18.00 to $21.00 and gave the company a “buy” rating in a research report on Thursday. Zacks Research raised Talos Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 11th. The Goldman Sachs Group reissued a “buy” rating and issued a $20.00 price objective on shares of Talos Energy in a research note on Monday, September 7th. Finally, Roth Capital upgraded Talos Energy from a “neutral” rating to a “buy” rating and upped their target price for the company from $16.00 to $17.00 in a research report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Talos Energy has an average rating of “Moderate Buy” and a consensus price target of $19.43.

View Our Latest Research Report on TALO

Talos Energy Company Profile (Get Free Report)

Talos Energy Inc is an independent energy company engaged primarily in the exploration, development and production of oil and natural gas. The company focuses on offshore assets in the U.S. Gulf of Mexico, where it operates and holds interests in producing fields and prospective exploration acreage.

Talos uses seismic data, drilling and reservoir-management techniques to identify and develop hydrocarbon resources. Its operations are concentrated in the Gulf of Mexico region, with activities spanning exploration, field development, production and related infrastructure.

Founded in 2012, Talos became a publicly traded company in 2018 through its combination with Stone Energy Corporation.

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United Therapeutics Corporation (NASDAQ:UTHR – Get Free Report) CEO Martine Rothblatt sold 9,500 shares of the company’s stock in a transaction dated Wednesday, October 14th. The shares were sold at an average price of $539.99, for a total transaction of $5,129,905.00. Following the transaction, the chief executive officer directly owned 324,443 shares of the company’s stock, valued at approximately $175,195,975.57. This represents a 2.84% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

United Therapeutics Price Performance Shares of UTHR stock opened at $533.12 on Friday. The firm’s 50-day simple moving average is $513.64 and its 200-day simple moving average is $540.40. United Therapeutics Corporation has a 1-year low of $409.07 and a 1-year high of $609.35. The firm has a market cap of $22.87 billion, a P/E ratio of 19.07, a PEG ratio of 3.81 and a beta of 0.49.

United Therapeutics (NASDAQ:UTHR – Get Free Report) last released its earnings results on Wednesday, August 5th. The biotechnology company reported $7.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.86 by $0.41. United Therapeutics had a net margin of 41.56% and a return on equity of 20.18%. The firm had revenue of $783.30 million during the quarter, compared to the consensus estimate of $804.65 million. During the same period in the previous year, the firm earned $6.41 earnings per share. United Therapeutics’s revenue was down 1.9% compared to the same quarter last year. Analysts expect that United Therapeutics Corporation will post 26.40 earnings per share for the current fiscal year.

Key Headlines Impacting United Therapeutics Here are the key news stories impacting United Therapeutics this week: Positive Sentiment: United Therapeutics settled six patent and antitrust disputes with Liquidia, reducing legal uncertainty around Liquidia’s YUTREPIA inhaled treprostinil treatment. The agreement limits YUTREPIA’s label, including excluding pulmonary hypertension associated with interstitial lung disease, which could help protect UTHR’s competitive position. United Therapeutics Settles Litigation And Resets Pulmonary Hypertension Competition Positive Sentiment: The settlement is expected to provide United Therapeutics with approximately $380.7 million in payments, while giving investors greater visibility into the competitive landscape for treprostinil therapies. United Therapeutics Stock May Be Undervalued Following the Litigation Settlement Positive Sentiment: Traders purchased 12,089 UTHR call options, roughly 220% above average daily volume. The activity signals increased bullish speculation, although options flow does not guarantee sustained buying in the shares. Positive Sentiment: Analyst sentiment remains generally favorable. Jefferies reaffirmed a Buy rating with a $728 target, and the broader analyst consensus remains “Moderate Buy,” with targets above recent trading levels. Neutral Sentiment: CEO Martine Rothblatt sold 9,500 shares for approximately $5.13 million, reducing her holdings by 2.84%. She still retains a substantial position, so the sale may reflect personal financial planning rather than a change in the company’s outlook. United Therapeutics CEO Stock Sale SEC Filing Negative Sentiment: EVP Paul Mahon sold 8,300 shares for approximately $4.52 million, cutting his direct stake by 15.52%. The second executive sale disclosed within two days may weigh on sentiment, even though insider transactions alone do not establish a deterioration in fundamentals. United Therapeutics EVP Stock Sale SEC Filing Institutional Trading of United Therapeutics A number of institutional investors have recently added to or reduced their stakes in UTHR. IFP Advisors Inc boosted its position in shares of United Therapeutics by 31.5% in the third quarter. IFP Advisors Inc now owns 2,030 shares of the biotechnology company’s stock worth $1,100,000 after buying an additional 486 shares during the period. Frank Rimerman Advisors LLC raised its holdings in shares of United Therapeutics by 11.2% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 426 shares of the biotechnology company’s stock valued at $231,000 after buying an additional 43 shares during the period. New England Research & Management Inc. lifted its position in United Therapeutics by 110.1% during the 3rd quarter. New England Research & Management Inc. now owns 3,530 shares of the biotechnology company’s stock worth $1,913,000 after acquiring an additional 1,850 shares in the last quarter. TD Waterhouse Canada Inc. lifted its position in United Therapeutics by 6.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 1,302 shares of the biotechnology company’s stock worth $745,000 after acquiring an additional 74 shares in the last quarter. Finally, Pension & Wealth Management Advisors Inc. acquired a new position in United Therapeutics during the 3rd quarter worth approximately $108,000. 94.08% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes UTHR has been the topic of a number of research analyst reports. Royal Bank Of Canada lifted their price target on shares of United Therapeutics from $677.00 to $708.00 and gave the company an “outperform” rating in a report on Thursday, October 8th. Weiss Ratings cut shares of United Therapeutics from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, August 27th. The Goldman Sachs Group restated a “sell” rating and set a $368.00 price objective on shares of United Therapeutics in a report on Thursday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $728.00 target price on shares of United Therapeutics in a research report on Wednesday. Finally, Morgan Stanley increased their target price on United Therapeutics from $515.00 to $566.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 7th. Eleven research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $642.69.

Read Our Latest Stock Report on United Therapeutics

United Therapeutics Company Profile (Get Free Report)

United Therapeutics Corporation is a biotechnology and pharmaceutical company focused on developing and commercializing therapies for pulmonary arterial hypertension (PAH) and other serious cardiopulmonary conditions. The company’s products include Tyvaso and Tyvaso DPI, inhaled formulations of treprostinil; Remodulin, an injectable form of treprostinil; Orenitram, an oral treprostinil product; and Adcirca, a tadalafil-based PAH treatment.

United Therapeutics markets its therapies primarily in the United States and internationally through commercial and regulatory activities in additional markets.

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Curated Wealth Partners LLC lowered its stake in shares of Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) by 98.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 926 shares of the industrial products company’s stock after selling 79,074 shares during the period. Curated Wealth Partners LLC’s holdings in Applied Industrial Technologies were worth $308,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of AIT. Quantinno Capital Management LP raised its holdings in Applied Industrial Technologies by 89.0% in the first quarter. Quantinno Capital Management LP now owns 10,182 shares of the industrial products company’s stock worth $2,702,000 after purchasing an additional 4,794 shares during the period. Hsbc Holdings PLC boosted its position in shares of Applied Industrial Technologies by 34.1% during the second quarter. Hsbc Holdings PLC now owns 27,891 shares of the industrial products company’s stock worth $9,410,000 after purchasing an additional 7,092 shares in the last quarter. The Manufacturers Life Insurance Company acquired a new position in shares of Applied Industrial Technologies in the 2nd quarter valued at $8,916,000. Van Hulzen Asset Management LLC acquired a new position in shares of Applied Industrial Technologies in the 2nd quarter valued at $2,341,000. Finally, WINTON GROUP Ltd acquired a new position in shares of Applied Industrial Technologies in the 2nd quarter valued at $5,286,000. 93.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Applied Industrial Technologies In other news, Director Peter C. Wallace sold 1,904 shares of the business’s stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $340.45, for a total value of $648,216.80. Following the sale, the director directly owned 22,859 shares in the company, valued at $7,782,346.55. The trade was a 7.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO David K. Wells sold 1,812 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $355.10, for a total value of $643,441.20. Following the completion of the sale, the chief financial officer owned 32,050 shares in the company, valued at approximately $11,380,955. This trade represents a 5.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.60% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In A number of analysts recently commented on AIT shares. DA Davidson upped their price objective on shares of Applied Industrial Technologies from $380.00 to $400.00 and gave the company a “buy” rating in a research report on Friday, August 14th. Robert W. Baird lifted their target price on Applied Industrial Technologies from $317.00 to $400.00 and gave the stock an “outperform” rating in a report on Friday, August 14th. Bank of America lifted their target price on Applied Industrial Technologies from $380.00 to $390.00 and gave the stock a “buy” rating in a report on Friday, August 14th. KeyCorp boosted their target price on Applied Industrial Technologies from $375.00 to $420.00 and gave the company an “overweight” rating in a research note on Friday, August 14th. Finally, Weiss Ratings upgraded Applied Industrial Technologies from a “buy (b)” rating to a “buy (a-)” rating in a report on Thursday, October 8th. One research analyst has rated the stock with a Strong Buy rating and six have issued a Buy rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $398.33. Get Our Latest Stock Report on Applied Industrial Technologies

Applied Industrial Technologies Stock Performance Shares of AIT opened at $330.13 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.75 and a current ratio of 2.58. Applied Industrial Technologies, Inc. has a twelve month low of $238.72 and a twelve month high of $374.80. The firm’s 50 day moving average price is $334.30 and its two-hundred day moving average price is $322.00. The firm has a market cap of $12.13 billion, a P/E ratio of 30.12, a PEG ratio of 2.64 and a beta of 0.85.

Applied Industrial Technologies (NYSE:AIT – Get Free Report) last released its quarterly earnings results on Thursday, August 13th. The industrial products company reported $3.17 earnings per share for the quarter, beating the consensus estimate of $2.92 by $0.25. Applied Industrial Technologies had a net margin of 8.35% and a return on equity of 22.17%. The company had revenue of $1.35 billion during the quarter, compared to analysts’ expectations of $1.29 billion. During the same quarter in the prior year, the company earned $2.80 earnings per share. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. Applied Industrial Technologies has set its FY 2027 guidance at 11.650-12.150 EPS. On average, analysts forecast that Applied Industrial Technologies, Inc. will post 12.00 EPS for the current fiscal year.

Applied Industrial Technologies Company Profile (Free Report)

Applied Industrial Technologies, Inc is a distributor and value-added service provider of industrial products and engineered solutions. The company supplies products used to maintain, repair and operate manufacturing, processing, infrastructure and other industrial facilities, including bearings, power-transmission components, fluid-power equipment, industrial motion products, automation technologies, safety products and related supplies.

In addition to distributing products from leading manufacturers, Applied Industrial Technologies provides technical support, engineering, fabrication, repair and maintenance services.

See Also Five stocks we like better than Applied Industrial Technologies Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding AIT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report).

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Cyndeo Wealth Partners LLC purchased a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 6,424 shares of the semiconductor company’s stock, valued at approximately $1,697,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MRVL. BlackRock Inc. grew its holdings in shares of Marvell Technology by 34.1% during the 2nd quarter. BlackRock Inc. now owns 85,641,174 shares of the semiconductor company’s stock valued at $25,511,649,000 after acquiring an additional 21,798,190 shares in the last quarter. State Street Corp raised its holdings in shares of Marvell Technology by 79.3% during the second quarter. State Street Corp now owns 41,834,272 shares of the semiconductor company’s stock worth $12,462,011,000 after acquiring an additional 18,495,866 shares in the last quarter. Bank of America Corp DE purchased a new stake in shares of Marvell Technology during the second quarter worth $2,607,795,000. Bank of New York Mellon Corp raised its holdings in shares of Marvell Technology by 153.3% during the second quarter. Bank of New York Mellon Corp now owns 7,957,985 shares of the semiconductor company’s stock worth $2,370,604,000 after acquiring an additional 4,815,725 shares in the last quarter. Finally, Legal & General Group Plc acquired a new stake in Marvell Technology during the second quarter valued at $1,742,526,000. 83.51% of the stock is owned by hedge funds and other institutional investors.

Marvell Technology Price Performance NASDAQ MRVL opened at $227.83 on Friday. Marvell Technology, Inc. has a fifty-two week low of $70.68 and a fifty-two week high of $329.88. The stock’s 50-day moving average is $241.14 and its two-hundred day moving average is $216.11. The company has a debt-to-equity ratio of 0.27, a current ratio of 3.17 and a quick ratio of 2.62. The firm has a market cap of $199.78 billion, a P/E ratio of 75.19, a price-to-earnings-growth ratio of 6.79 and a beta of 2.26.

Marvell Technology (NASDAQ:MRVL – Get Free Report) last announced its quarterly earnings results on Thursday, August 27th. The semiconductor company reported $0.94 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.01. The company had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.72 billion. Marvell Technology had a return on equity of 13.57% and a net margin of 27.93%. The business’s quarterly revenue was up 36.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.67 earnings per share. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. On average, analysts anticipate that Marvell Technology, Inc. will post 3.05 earnings per share for the current fiscal year. Marvell Technology Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Thursday, October 29th. Investors of record on Friday, October 9th will be issued a $0.06 dividend. This represents a $0.24 annualized dividend and a yield of 0.1%. The ex-dividend date is Friday, October 9th. Marvell Technology’s payout ratio is 7.92%.

Insider Buying and Selling In related news, CEO Matthew J. Murphy sold 7,500 shares of the company’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $235.47, for a total transaction of $1,766,025.00. Following the completion of the sale, the chief executive officer directly owned 768,186 shares of the company’s stock, valued at approximately $180,884,757.42. This represents a 0.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Chris Koopmans sold 10,000 shares of the firm’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $262.05, for a total transaction of $2,620,500.00. Following the completion of the transaction, the chief operating officer owned 207,941 shares in the company, valued at $54,490,939.05. The trade was a 4.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 57,285 shares of company stock worth $12,837,063 over the last ninety days. Company insiders own 0.12% of the company’s stock.

Marvell Technology News Roundup Here are the key news stories impacting Marvell Technology this week:

Positive Sentiment: Marvell’s recent Investor Day highlighted strong expected demand for custom AI chips, data-center infrastructure and networking silicon. The company raised its long-term sales outlook, supporting the view that it could deliver substantial revenue and earnings growth. Long-term Marvell growth outlook Positive Sentiment: Erste Group Bank reportedly increased its earnings-per-share forecast for Marvell, while other analysts remain optimistic about the company’s growth potential in AI and data-center markets. Marvell EPS forecast increase Neutral Sentiment: CEO Matthew Murphy sold 7,500 shares, and insider Sandeep Bharathi sold 3,685 shares. Both transactions were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding tied to vested equity awards, reducing their significance as signals about the company’s outlook. Marvell CEO SEC filing Marvell insider SEC filing Negative Sentiment: Broadcom CEO Hock Tan’s warning about the amount of capital required to fund AI infrastructure is weighing on custom AI-chip companies, including Marvell. Investors fear that hyperscalers may become more selective with spending or demand better returns, particularly after Marvell’s substantial rally. Broadcom AI funding warning Negative Sentiment: Hotter U.S. inflation data and rising interest-rate expectations have triggered a broader technology and semiconductor sell-off. High-growth stocks such as Marvell are particularly vulnerable because their valuation depends heavily on future AI-driven earnings. Marvell market pressure Analyst Upgrades and Downgrades A number of brokerages have commented on MRVL. Craig Hallum restated a “buy” rating and issued a $380.00 target price on shares of Marvell Technology in a research note on Wednesday, October 7th. KeyCorp reaffirmed an “overweight” rating on shares of Marvell Technology in a research note on Wednesday, October 7th. B. Riley Financial reduced their price target on Marvell Technology from $345.00 to $315.00 and set a “buy” rating for the company in a report on Friday, August 28th. Erste Group Bank lowered Marvell Technology from a “buy” rating to a “hold” rating in a report on Wednesday, July 15th. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Marvell Technology in a research note on Tuesday, October 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Marvell Technology presently has an average rating of “Moderate Buy” and an average target price of $327.36.

Check Out Our Latest Stock Report on Marvell Technology

Marvell Technology Company Profile (Free Report)

Marvell Technology, Inc (NASDAQ: MRVL) is a semiconductor company that develops infrastructure solutions for data centers, telecommunications networks, enterprise systems, automotive applications and other connected markets. Its products are designed to support the movement, processing, storage and security of data across complex computing and communications environments.

The company’s portfolio includes data-processing and networking processors, custom application-specific integrated circuits, Ethernet switches and controllers, storage controllers, connectivity products, and electro-optics solutions.

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Corebridge Financial, Inc. (NYSE:CRBG – Get Free Report) major shareholder Life Insurance Co Nippon acquired 253,776 shares of the company’s stock in a transaction dated Tuesday, October 13th. The shares were purchased at an average price of $34.68 per share, with a total value of $8,800,951.68. Following the completion of the acquisition, the insider owned 128,387,932 shares in the company, valued at approximately $4,452,493,481.76. The trade was a 0.20% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Major shareholders that own more than 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Life Insurance Co Nippon also recently made the following trade(s):

On Wednesday, October 14th, Life Insurance Co Nippon bought 602,103 shares of Corebridge Financial stock. The stock was purchased at an average cost of $34.03 per share, for a total transaction of $20,489,565.09. On Monday, October 12th, Life Insurance Co Nippon bought 143,190 shares of Corebridge Financial stock. The stock was purchased at an average price of $34.49 per share, for a total transaction of $4,938,623.10. On Friday, October 9th, Life Insurance Co Nippon bought 336,750 shares of Corebridge Financial stock. The stock was purchased at an average price of $34.07 per share, for a total transaction of $11,473,072.50. On Thursday, October 8th, Life Insurance Co Nippon purchased 261,198 shares of Corebridge Financial stock. The shares were purchased at an average cost of $34.30 per share, with a total value of $8,959,091.40. On Wednesday, October 7th, Life Insurance Co Nippon purchased 606,912 shares of Corebridge Financial stock. The shares were purchased at an average cost of $34.40 per share, with a total value of $20,877,772.80. On Tuesday, October 6th, Life Insurance Co Nippon purchased 116,345 shares of Corebridge Financial stock. The shares were purchased at an average price of $35.23 per share, with a total value of $4,098,834.35. On Monday, October 5th, Life Insurance Co Nippon purchased 65,711 shares of Corebridge Financial stock. The shares were purchased at an average price of $34.75 per share, with a total value of $2,283,457.25. On Friday, October 2nd, Life Insurance Co Nippon acquired 187,155 shares of Corebridge Financial stock. The stock was purchased at an average price of $34.27 per share, for a total transaction of $6,413,801.85. On Thursday, October 1st, Life Insurance Co Nippon acquired 272,208 shares of Corebridge Financial stock. The stock was purchased at an average price of $33.07 per share, for a total transaction of $9,001,918.56. On Wednesday, September 30th, Life Insurance Co Nippon acquired 348,215 shares of Corebridge Financial stock. The stock was purchased at an average cost of $33.65 per share, for a total transaction of $11,717,434.75. Corebridge Financial Stock Performance NYSE CRBG opened at $34.38 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.12 and a quick ratio of 0.12. Corebridge Financial, Inc. has a 1-year low of $22.19 and a 1-year high of $35.64. The firm has a market capitalization of $15.33 billion, a P/E ratio of 20.11, a P/E/G ratio of 0.49 and a beta of 1.07. The business’s 50-day simple moving average is $33.83 and its 200-day simple moving average is $30.20.

Corebridge Financial (NYSE:CRBG – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.08 by $0.04. The firm had revenue of $4.30 billion during the quarter, compared to the consensus estimate of $4.66 billion. Corebridge Financial had a net margin of 4.37% and a return on equity of 17.37%. During the same quarter in the prior year, the company earned $1.36 EPS. Equities analysts predict that Corebridge Financial, Inc. will post 4.59 EPS for the current year. Corebridge Financial Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Wednesday, September 16th were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Wednesday, September 16th. Corebridge Financial’s payout ratio is 58.48%.

Analyst Ratings Changes Several equities research analysts have recently issued reports on the stock. Wells Fargo & Company increased their price objective on shares of Corebridge Financial from $39.00 to $40.00 and gave the stock an “overweight” rating in a research report on Monday, October 12th. TD Cowen raised their target price on shares of Corebridge Financial from $35.00 to $38.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Mizuho lifted their target price on shares of Corebridge Financial from $38.00 to $40.00 and gave the company an “outperform” rating in a report on Wednesday, October 7th. Piper Sandler lifted their target price on shares of Corebridge Financial from $38.00 to $40.00 and gave the company an “overweight” rating in a report on Monday, October 12th. Finally, Barclays upped their price target on shares of Corebridge Financial from $33.00 to $39.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 7th. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $38.83.

View Our Latest Analysis on CRBG

Institutional Investors Weigh In On Corebridge Financial A number of large investors have recently modified their holdings of CRBG. Bell Investment Advisors Inc purchased a new stake in shares of Corebridge Financial during the 2nd quarter valued at about $27,000. Sonoma Allocations LLC acquired a new position in Corebridge Financial during the 1st quarter worth approximately $30,000. Allworth Financial LP acquired a new position in Corebridge Financial during the 2nd quarter worth approximately $41,000. Versant Capital Management Inc lifted its position in Corebridge Financial by 1,124.2% during the 2nd quarter. Versant Capital Management Inc now owns 1,616 shares of the company’s stock worth $46,000 after acquiring an additional 1,484 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new position in Corebridge Financial in the 2nd quarter worth approximately $57,000. Institutional investors and hedge funds own 98.25% of the company’s stock.

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

Positive Sentiment: Repeated Nippon purchases signal confidence: Life Insurance Co. Nippon acquired an additional 602,103 CRBG shares for approximately $20.5 million on October 14, following several purchases in recent weeks. Its position now exceeds 128.9 million shares. Continued accumulation by a major shareholder may support investor sentiment and reduce available trading supply. SEC ownership filing Positive Sentiment: Activist-investor activity could create a catalyst: A recent report identifies Corebridge among companies seeing action from activist investors. Although the report does not provide specific demands or proposed changes, activist involvement can raise expectations for strategic adjustments, improved capital returns or other measures intended to unlock shareholder value. Corebridge and 4 more stocks see action from activist investors Neutral Sentiment: Valuation and analyst stance remain generally constructive: CRBG trades at a relatively low earnings multiple, pays an annualized $1.00 dividend, and analysts maintain a consensus “Moderate Buy” rating with a target price above recent trading levels. These factors may cushion the stock, although they are not new developments. Negative Sentiment: FY2026 earnings estimate was reduced: DOWLING & PARTN lowered its Corebridge 2026 EPS forecast to $4.75 from $4.90. While the revised estimate remains above the broader consensus of $4.62, the downgrade raises concerns about earnings momentum and may weigh on the shares. (Get Free Report)

Corebridge Financial, Inc (NYSE: CRBG) is a provider of retirement solutions and insurance products in the United States. The company serves individuals, employers and institutional clients through businesses focused on retirement services, life insurance and institutional markets.

Its offerings include fixed, variable and registered index-linked annuities; individual life insurance; employer-sponsored retirement plans; and investment, funding and risk-management solutions for institutions.

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Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 103,110 shares of the firm’s stock in a transaction on Wednesday, October 14th. The stock was sold at an average price of $41.14, for a total transaction of $4,241,945.40. Following the transaction, the chief executive officer directly owned 180,500 shares in the company, valued at $7,425,770. The trade was a 36.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

On Thursday, October 15th, Sanjit Biswas sold 65,402 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,764,542.54. On Tuesday, October 13th, Sanjit Biswas sold 95,388 shares of Samsara stock. The shares were sold at an average price of $41.87, for a total transaction of $3,993,895.56. On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The stock was sold at an average price of $38.81, for a total transaction of $820,016.49. On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total value of $3,239,769.60. On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The shares were sold at an average price of $37.74, for a total value of $5,978,091.48. On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The shares were sold at an average price of $39.94, for a total value of $3,717,575.26. On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The shares were sold at an average price of $39.99, for a total value of $5,416,845.45. On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,163,140.10. On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,374,547.12. Samsara Price Performance Shares of NYSE IOT opened at $39.54 on Friday. The stock has a fifty day moving average price of $39.95 and a 200 day moving average price of $35.26. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The company has a market cap of $23.15 billion, a PE ratio of 247.12, a P/E/G ratio of 9.72 and a beta of 1.35.

Samsara (NYSE:IOT – Get Free Report) last announced its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a net margin of 4.90% and a return on equity of 4.13%. Samsara’s revenue was up 29.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current fiscal year. Key Headlines Impacting Samsara Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Hedge Funds Weigh In On Samsara Large investors have recently made changes to their positions in the stock. Markowski Investments acquired a new stake in shares of Samsara in the second quarter valued at about $37,000. Parkside Financial Bank & Trust boosted its holdings in Samsara by 91.0% during the second quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock worth $45,000 after buying an additional 656 shares in the last quarter. Anchor Investment Management LLC purchased a new stake in Samsara during the second quarter worth about $46,000. Westwind Capital acquired a new position in Samsara during the third quarter worth about $64,000. Finally, CX Institutional acquired a new position in Samsara during the second quarter worth about $64,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets Several research analysts recently issued reports on the stock. BNP Paribas Exane increased their price target on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a report on Friday, September 4th. JPMorgan Chase & Co. raised their price objective on shares of Samsara from $48.00 to $52.00 and gave the company a “neutral” rating in a research report on Friday, September 4th. BMO Capital Markets lifted their price objective on Samsara from $44.00 to $54.00 and gave the company an “outperform” rating in a report on Friday, September 4th. Wall Street Zen upgraded Samsara from a “hold” rating to a “buy” rating in a research report on Saturday, September 12th. Finally, Guggenheim increased their target price on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $51.68.

Check Out Our Latest Analysis on IOT

About Samsara (Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.

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Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 95,485 shares of the stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $41.87, for a total transaction of $3,997,956.95. Following the transaction, the insider owned 41,000 shares in the company, valued at approximately $1,716,670. This trade represents a 69.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

On Thursday, October 15th, John Bicket sold 65,209 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,756,384.43.
On Wednesday, October 14th, John Bicket sold 103,206 shares of Samsara stock. The shares were sold at an average price of $41.14, for a total transaction of $4,245,894.84.
On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The shares were sold at an average price of $38.83, for a total transaction of $796,908.09.
On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total transaction of $3,262,080.00.
On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The stock was sold at an average price of $37.73, for a total transaction of $5,977,450.71.
On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08.
On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45.
On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22.
On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63.
On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,364,732.56.

Samsara Stock Performance
IOT opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a PE ratio of 247.12, a price-to-earnings-growth ratio of 9.72 and a beta of 1.35. The stock has a 50-day moving average of $39.95 and a 200-day moving average of $35.26. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The business had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. During the same period last year, the business earned $0.12 EPS. The firm’s revenue was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, research analysts predict that Samsara Inc. will post 0.13 earnings per share for the current year.
More Samsara News
Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Hedge Funds Weigh In On Samsara
Several large investors have recently bought and sold shares of IOT. Wellington Management Group LLP grew its position in Samsara by 9.6% in the 2nd quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock worth $302,494,000 after purchasing an additional 813,922 shares during the last quarter. Bamco Inc. NY increased its holdings in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after purchasing an additional 741,200 shares during the period. Spyglass Capital Management LLC raised its position in shares of Samsara by 4.7% during the second quarter. Spyglass Capital Management LLC now owns 3,085,655 shares of the company’s stock valued at $100,068,000 after buying an additional 139,009 shares during the last quarter. Bank of America Corp DE raised its position in shares of Samsara by 41.5% during the first quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock valued at $85,886,000 after buying an additional 794,255 shares during the last quarter. Finally, Bessemer Group Inc. raised its position in shares of Samsara by 3.3% during the first quarter. Bessemer Group Inc. now owns 1,675,509 shares of the company’s stock valued at $53,097,000 after buying an additional 53,576 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades
Several equities analysts have commented on IOT shares. BTIG Research lifted their price target on shares of Samsara from $45.00 to $54.00 and gave the company a “buy” rating in a research report on Friday, September 4th. TD Cowen boosted their price objective on shares of Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Bank of America upped their price objective on shares of Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, September 4th. KeyCorp upped their price objective on shares of Samsara from $46.00 to $55.00 and gave the stock an “overweight” rating in a report on Friday, September 4th. Finally, Wells Fargo & Company raised their target price on shares of Samsara from $50.00 to $58.00 and gave the company an “overweight” rating in a research note on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $51.68.

Check Out Our Latest Analysis on Samsara

About Samsara
(Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.

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First Citizens Bank & Trust Co. trimmed its stake in Encompass Health Corporation (NYSE:EHC – Free Report) by 59.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,298 shares of the company’s stock after selling 6,281 shares during the quarter. First Citizens Bank & Trust Co.’s holdings in Encompass Health were worth $522,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Transamerica Financial Advisors LLC bought a new stake in shares of Encompass Health in the 2nd quarter worth $29,000. Toth Financial Advisory Corp purchased a new stake in Encompass Health in the 3rd quarter worth approximately $38,000. Persistent Asset Partners Ltd bought a new stake in Encompass Health during the 2nd quarter worth approximately $36,000. Keating Financial Advisory Services Inc. bought a new stake in shares of Encompass Health during the 2nd quarter valued at $39,000. Finally, Assetmark Inc. boosted its holdings in Encompass Health by 89.6% in the 1st quarter. Assetmark Inc. now owns 455 shares of the company’s stock worth $44,000 after buying an additional 215 shares during the period. 97.25% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In
A number of equities research analysts have commented on EHC shares. Raymond James Financial set a $150.00 price target on Encompass Health in a report on Monday, September 28th. Weiss Ratings upgraded Encompass Health from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Wall Street Zen cut Encompass Health from a “buy” rating to a “hold” rating in a research report on Saturday. TD Cowen lifted their target price on Encompass Health from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Monday, August 10th. Finally, UBS Group lifted their price objective on shares of Encompass Health from $150.00 to $155.00 and gave the company a “buy” rating in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $148.50.

Get Our Latest Report on Encompass Health
Encompass Health Stock Down 0.1%
NYSE EHC opened at $127.69 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.76. Encompass Health Corporation has a 52 week low of $92.77 and a 52 week high of $129.96. The firm has a market capitalization of $12.60 billion, a price-to-earnings ratio of 20.80, a PEG ratio of 2.59 and a beta of 0.74. The company has a fifty day moving average of $122.51 and a two-hundred day moving average of $111.56.

Encompass Health (NYSE:EHC – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.48 by $0.07. The business had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.57 billion. Encompass Health had a net margin of 10.01% and a return on equity of 18.08%. The firm’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.40 earnings per share. Encompass Health has set its FY 2026 guidance at 6.020-6.250 EPS. On average, analysts predict that Encompass Health Corporation will post 6.08 earnings per share for the current year.

Encompass Health Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, October 15th. Investors of record on Thursday, October 1st were paid a $0.21 dividend. The ex-dividend date of this dividend was Thursday, October 1st. This represents a $0.84 annualized dividend and a yield of 0.7%. This is a boost from Encompass Health’s previous quarterly dividend of $0.19. Encompass Health’s payout ratio is 13.68%.

Insider Activity at Encompass Health
In other news, CEO Mark Tarr sold 173,148 shares of Encompass Health stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $125.47, for a total transaction of $21,724,879.56. Following the completion of the sale, the chief executive officer owned 267,814 shares of the company’s stock, valued at approximately $33,602,622.58. The trade was a 39.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP John Darby sold 4,858 shares of Encompass Health stock in a transaction on Monday, August 31st. The shares were sold at an average price of $121.09, for a total value of $588,255.22. Following the sale, the executive vice president directly owned 75,041 shares of the company’s stock, valued at approximately $9,086,714.69. This trade represents a 6.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 186,912 shares of company stock valued at $23,434,845 in the last ninety days. Insiders own 1.80% of the company’s stock.

Encompass Health Profile
(Free Report)

Encompass Health Corporation (NYSE:EHC) is a healthcare services company focused on inpatient rehabilitation. Through its network of rehabilitation hospitals, the company provides intensive medical and therapeutic care to patients recovering from conditions such as strokes, brain and spinal cord injuries, hip fractures, amputations, neurological disorders, and other disabling illnesses or injuries.

Its rehabilitation hospitals offer coordinated care from physicians, nurses, therapists, and other healthcare professionals.

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At first glance, Archer Aviation (ACHR -4.68%) has had a dismal year, at least judging by its stock price. The eVTOL (electric vertical takeoff and landing) stock has sunk to about $4 per share. It opened the year with a price of about $8. That's a 50% drop -- and the year hasn't ended yet.

$4.07-$0.20 (-4.68%)

NYSE · As of 4:00 PM ET 10/16/26

Below the surface, however, Archer hasn't been at a standstill. Quite the contrary: Looking beyond the stock chart, the company has actually had a good year. In fact, it's made enough progress that I think the beaten-down stock could be a compelling buy for certain investors. Let's take a look.

Commercial flights are coming into view
Archer, to put it plainly, is making electric taxis. It is, along with Joby Aviation (JOBY -3.12%), a pioneer in the nascent eVTOL industry, which is itself part of a broader urban air mobility market that Morgan Stanley once estimated could be worth $9 trillion by 2050.

Image source: Archer Aviation.

Whether the industry actually reaches that size is anyone's guess. But even a small piece of that market could translate into billions in annual revenue for Archer. The challenge, of course, is getting its aircraft -- Midnight -- certified so it can put paying passengers in the air. And that's where I think Archer has made encouraging progress this year.

Earlier in 2026, Archer completed Phase 3 of the FAA's four-phase type certification process, the first eVTOL company to do so. (Joby, it should be said, is working with a different certification process that has five stages; overall, Joby appears to be farther along, although the two processes aren't apples to apples.)

In August, Archer completed more than 70 test flights, and in September, it flew Midnight between Salinas and Hollister, California. Fun fact: It completed the flight between these cities in about 12 minutes; by car, the trip would have taken roughly 40 minutes.

Archer is expanding beyond air taxi services
FAA progress has been encouraging, but it hasn't put a dime in Archer's coffers. Revenue from Archer's eVTOL business remains exactly what it has been all along: zero. But that could soon change.

Recently, Archer announced plans to acquire three subsidiaries from Boeing (BA +0.78%): Wisk Aero, SkyGrid, and Insitu. The last of these is particularly interesting: Insitu, a military drone maker, has a profitable business. Indeed, it generated more than $200 million in annual revenue last year.

For perspective, Archer generated just $5 million in revenue last quarter. If the Boeing deal closes, Archer could have substantial revenue coming in even before Midnight is cleared for commercial takeoff.

Data by YCharts

Even with the acquisitions, plenty of risks remain. Indeed, Boeing will receive a substantial ownership stake in Archer if the deal closes, diluting existing shareholders. And even $200 million doesn't come close to covering Archer's annual expenses, which totaled about $284 million last quarter alone.

Still, I really like where Archer is headed. Its stock may have lost half its value, but with that has also come significant progress in its business. For investors willing to tolerate risks, I think that progress is a good enough reason to buy shares at today's price.

In the year 2000, U.S. space companies launched a grand total of 28 rockets. From 2001 to 2010, America's space odyssey slowed further, averaging just 18 rocket launches per year.

But then SpaceX happened.

Founded in 2002, Space Exploration Technologies (SPCX -1.74%) launched its first Falcon 9 rocket in 2010. It took a few years to work out the kinks, and a few more to turn Falcon 9 into a reusable rocket, but by 2020, SpaceX was cooking. That year saw 44 launches by U.S. companies -- the most launches since the Apollo era.

And according to research from The Motley Fool, more than half of those launches were by SpaceX.

Thanks to SpaceX, the number of U.S. rocket launches has increased every year since. SpaceX alone launched 31 commercial missions in 2021, 57 in 2022, 92 in 2023, 130 in 2024, and 161 in 2025, putting literally thousands of tons of payload in Earth orbit.

All of this would be very impressive, except for one thing -- and that one thing is what SpaceX is planning to do next.

Image source: SpaceX.

Going where no space stock has ever gone before
What SpaceX plans to do next, as we learned from a Federal Aviation Administration (FAA) disclosure Tuesday, is to launch its Starship megarocket -- a rocket with multiple times the payload capacity of any other rocket on Earth -- an astounding 456 times in a single year.

We learned this from a "Notice of Intent ... on the Proposed SpaceX Starship-Super Heavy Launch and Landing Operations at the Boca Chica Launch Site at Starbase, Texas and Expansion of Starship Landing and Expenditure Locations." This seven-page document describes a conversation SpaceX has begun with the FAA, outlining plans to dramatically increase Starship's flight cadence.

SpaceX currently has permission to conduct "up to 25 annual launches" of its Super Heavy booster and Starship rocket per year from the company's Boca Chica Launch Site at Starbase, Texas. But that's not enough to support everything SpaceX wants to do in orbit (or beyond).

In a two-phase plan of action, SpaceX describes its goal of launching 100 times per year in Phase 1, before expanding to an eye-popping 456 launches per year. (Recognizing that the reusable Super Heavy and Starship land separately after each launch, the document also covers 200 annual landings in Phase 1, and 912 landings in Phase 2.)

The document does not specify when SpaceX hopes to begin Phase 1, but it states that once Phase 1 begins, Phase 2 will follow "within several years."

What happens next
The "notice of intent" is just the beginning of a conversation between SpaceX and the FAA, and even just Phase 1 of SpaceX's plan probably lies years in the future. Between now and then, environmental impact studies assessing the effects of so many high-energy launches on coastlines, fish and wildlife populations, and human populations will be needed.

There will be studies of effects on "farmlands; hazardous materials, solid waste, and pollution prevention; historical, architectural, archaeological, and cultural resources; land use; natural resources and energy supply." "Noise" studies, "visual" studies, and "socioeconomic" studies, too. Enough studies, one imagines, to keep a small city's worth of environmental and regulatory lawyers fully employed for years.

Even at the end of it all, there's no guarantee the FAA will agree to SpaceX's ambitious plans.

SPCX Space Exploration Technologies$146.03-$2.59 (-1.74%)

NASDAQ · As of 4:00 PM ET 10/16/26

What investors need to know
But what if the FAA does agree?

Four hundred fifty-six Starship launches, each carrying up to 150 tons of payload, have the potential to put upwards of 68,400 tons of payload into orbit annually. That's more than twice the payload that's been put into orbit in the entire history of human spaceflight, from the Oct. 4, 1957, Sputnik launch to today.

And once it gets started, SpaceX would launch this every single year.

If that's not enough to boggle your mind, though, consider this: SpaceX's notice of intent specifically limits itself to requesting permission to conduct this number of launches from Starbase's two launch pads in Boca Chica. Meanwhile in Louisiana, SpaceX has begun a separate project to build a second Starbase with 10 launch pads. Should SpaceX have similar "intentions" for that Starbase as it has for Texas, we could, in the not-too-distant future, see SpaceX launch more than 2,000 rockets per year and put close to 300,000 tons of payload into orbit annually.

That's roughly the equivalent of launching three Ford-class aircraft carriers to orbit per year.

Compared to this goal, the six rockets that ULA launched in 2025, the seven launches by Arianespace, and even the 18 launches by Rocket Lab -- they all dwindle to insignificance next to SpaceX. So long story short?

If the FAA agrees to SpaceX's plan and SpaceX itself can get anywhere near fulfilling it, SpaceX is going to dominate the space industry. Full stop.

Microsoft (MSFT.O) has pulled out of a data center deal with ​British cloud provider Nscale, Britain's Telegraph newspaper reported on ‌Sunday.

The US tech giant, one of Nscale's two largest customers, recently terminated its agreement for the data center in Loughton, Essex, according to ​the report.

The newspaper did not specify why Microsoft withdrew ​from the project, and Microsoft did not immediately respond ⁠to Reuters requests for comment outside regular business hours.

The Telegraph ​report said Nscale had faced repeated delays with the project. ​National power grid officials, it reported, had told Nscale they did not expect a power supply for the data center until the 2030s.

"Our relationship ​with Microsoft remains strong and long-term, and this unfortunate London-wide ​grid issue has no impact on our other contracts," an Nscale spokesperson told ‌Reuters.

"We ⁠remain committed to both the Loughton project and the UK, and we are exploring alternative power sources for the site, in addition to other expansion sites in the UK."

Nscale filed for ​an initial public offering ​in the ⁠US last month, with Microsoft and Anthropic expected to be its major customers, according to its ​prospectus.

Nscale provides infrastructure, including compute, power and data centers, ​as ⁠well as software for training and running AI models.

The Nvidia-backed (NVDA.O) AI group, which competes against CoreWeave (CRWV.O), Nebius (NBIS.O), Crusoe and Lambda, has ⁠grown rapidly ​since its launch, scaling from $100 million ​to more than $103 billion in total contracted value in just two-and-a-half years.

Robert D. Isom Jr, CEO and President of American Airlines Group Inc. (AAL -3.26%), disposed of over 335,000 shares on Sept. 20, accordig to SEC Form 4 filing

Transaction summaryMetricValueTransaction value$4.3 millionShares sold335,199Post-transaction shares (directly held)3,459,080Post-transaction value$44.8 millionTransaction value and post-transaction value based on SEC Form 4 weighted average sale price ($12.96).

Company OverviewMetricValueShare Price (as of Sept. 21 market close)$13.57Market Capitalization$8.7 billionRevenue (TTM)$58.3 billionNet Loss (TTM)$326.0 millionCompany SnapshotAmerican Airlines Group operates one of the largest airline networks in North America

It operates as a major network air carrier providing scheduled air transportation services for passengers and freight across a comprehensive domestic and international route network.The company generates revenue through passenger ticket sales, cargo services, and ancillary offerings, leveraging a hub-and-spoke operating model centered on nine primary domestic hubs, including Charlotte, Chicago, Dallas/Fort Worth, Los Angeles, Miami, New York, Philadelphia, Phoenix, and Washington, D.C.American Airlines serves both leisure and business travelers globally, with strategic international gateways in London, Madrid, Seattle/Tacoma, Sydney, and Tokyo.What this transaction means for investorsA significant share sale by a major insider, like a CEO, gets investors’ attention. However, this transaction shouldn’t raise any red flags.

That’s because he conducted his share sale solely to meet his tax obligations relating to the vesting of his restricted stock units. That doesn’t reflect his confidence, or lack thereof, in American Airlines’ business prospects.

Similarly, Vice Chair Stephen Johnson also sold about 78,000 shares at the same time for that reason.

However, investors should note that the airline industry faces challenges, including higher fuel prices that could create cost pressures. Right now, carriers have been able to raise fares, but that might not last, and American Airlines and competitors could see demand falter. Naturally, that would hurt revenue and profitability.

Investors have been cautious about American Airlines’ prospects, based on the share price performance. This year, the stock lost 22.5% through Oct. 16. That compares to the S&P 500 index’s 12.9% total return.

Source: SEC Form 4 filing for AAL | Filed: Sept. 21

Lawrence Rothman, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Netflix (NFLX -2.87%) has a good fourth-quarter record. Going back to 2002, the shares ended the final three months of the year up in 17 of 24 years. This count goes from the last closing price in September to the last close in December, adjusted for stock splits.

And in a typical year, the rise was big. The median fourth-quarter return across these 24 years was around 12%.

The latest fourth quarter, though, went the other way. Netflix shares began it near $120 and finished it under $94, a loss of about 22%.

This year's quarter starts at a far lower point. At roughly $72 as of this writing, the stock is up about 4% since September ended but still trades 42% under its 52-week high of $124.86.

The company posts its third-quarter results on Tuesday, Oct. 20.

A record like that can make the calendar look like it's on Netflix's side. But I don't think the calendar deserves much of the credit. In most of those years, the October report seemed to set the quarter's direction.

Image source: Getty Images.

Big October moves usually holdNetflix releases its third-quarter results a few weeks into the fourth quarter, and the growth stock's reaction the next trading day has been a surprisingly good guide to how the quarter ends. Since 2004, Netflix has seen 14 one-day moves of 10% or more just after its October report. In 13 of those years, the shares closed the fourth quarter in the same direction.

The past four years show how it works. After the October reports in 2022, 2023, and 2024, the stock jumped 13%, 16%, and 11% the next day -- and then finished those fourth quarters up around 25%, 29%, and 26%.

Last year it worked in reverse. Shares dropped 10% the day after the October 2025 report, when an expense linked to a dispute with Brazilian tax authorities brought Netflix's third-quarter operating margin down to 28%, under the 31.5% management had forecast. The stock kept slipping into December, when Netflix agreed to buy Warner Bros. (a deal canceled in February). And the quarter ended with that 22% loss.

The only exception was 2012, when a 12% fall after the October report gave way to a 70% gain for the full quarter.

Smaller reactions have said far less. In the eight years the stock moved less than 10% after its October report, the fourth quarter went the other way six times.

Growth has slowed all yearWhat's changed since last October is the growth picture. A year ago, the streaming service headed into its fourth quarter with revenue growth picking up. Third-quarter 2025 revenue climbed 17% year over year, and management forecast 17% growth in the fourth quarter, too.

Shares dropped anyway.

This year, the trend goes the other way. Showing how steady the slowdown has been, Netflix's revenue rose 18% year over year in the last quarter of 2025. Growth has cooled every quarter since, dropping to 16% in the first three months of 2026 and 13% from April to June. And management's forecast calls for 12% in the third quarter.

Sure, investors already know about the slowdown, and the stock price arguably reflects much of it. Shares cost around 19 times the earnings analysts expect for 2027 -- arguably a fair price for a business whose revenue is still growing at a double-digit rate.

NFLX Netflix$70.53-$2.08 (-2.87%)

NASDAQ · As of 4:00 PM ET 10/16/26

What could swing this quarter?I think the fourth-quarter forecast will probably count more on Oct. 20 than the third-quarter results themselves. In July, management narrowed its full-year revenue outlook to a range of $51.0 billion to $51.4 billion. Along with its third-quarter forecast, that range allows for fourth-quarter revenue growth anywhere from around 11% to 14%.

A forecast near the top of that range would mean growth speeding up from the third quarter's rate for the first time since late 2025. News like that might cause one of those double-digit moves higher.

True, a forecast near the bottom may be smaller news than last year's margin miss. But it'd be yet another step down in growth. Shares have already dropped around 23% in 2026 as growth has slowed.

Seventeen gains in 24 years is a good record. But I wouldn't bank on it this year. I'd put much more weight on what Netflix says about fourth-quarter growth on Oct. 20.

Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.

According to Ethereum researcher Toni Wahrstätter, Hoodi is the final testnet before Glamsterdam reaches mainnet. The upgrade is expected to bring a major change to Ethereum's gas limit, with the proposed increase taking it from 60 million to 200 million.

That would represent a roughly 3.3-fold increase, potentially allowing more computation and transactions to be included in each block, depending on their gas requirements.

Hoodi is the final testnet before mainnet. With Glamsterdam going live soon, Ethereum will 3.3x its gas limit, from 60M to 200M. From there, 300M feels like a realistic next step.

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— Toni Wahrstätter ⟠ (@nero_eth) October 18, 2026 Following its activation on Sepolia on October 6, the Glamsterdam network upgrade is now scheduled for the Hoodi testnet. Glamsterdam advances Ethereum's L1 scaling roadmap with enshrined proposer-builder separation, block-level access lists, and gas pricing changes that better reflect the cost of execution and state growth.

The Glamsterdam network upgrade will activate on Hoodi at epoch 132,352, slot 4,235,264 (October 26, 2026, 17:42:48 UTC). At the same epoch, Hoodi's gas limit will be raised to 200 million via the gas limit schedule, matching the Sepolia testnet.

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Wahrstätter suggested that 300 million for Ethereum's gas limit could become a realistic next step after the proposed 200 million target. However, that figure should be treated as a potential future milestone rather than a confirmed part of the Glamsterdam upgrade.

According to Ethereum developers, the mainnet activation time for the Glamsterdam upgrade will be announced once decided by client teams.

Hegotá eyes 2027 launchPreparations for Hegotá are shaping up as Glamsterdam nears the final mile. According to Ethereum creator Vitalik Buterin, Hegota—the fork planned for next year—may likely be Ethereum's last "normal" fork, with features and technology that would be recognizable to someone from 2015. 

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Everything after that involves recursive STARKs, automated formal verification, highly optimized consensus algorithms, and making it all quantum-safe. With PeerDAS, Ethereum began its transition from being just a blockchain to something much more powerful.

Starting after Hegotá, this transformation becomes Ethereum's primary story. The outcome: a cryptographic world computer. According to Ethereum researcher Toni Wahrstätter, 23 EIPs are being considered for Hegotá, with two headliners (FOCIL and Frame Transactions).

Technology consultant Gartner recently predicted that 80% of neocloud companies will no longer exist by 2030. That assessment has sent the stocks in the segment into a tailspin and could actually be the catalyst for the companies to collapse. Neocloud companies are spending a huge amount of money on AI infrastructure, most of which is funded by debt. If there is a fear that the sector could collapse because of Gartner's forecast, affordable funding could dry up, causing the industry to implode.

If this were to happen, my prediction is that SpaceX (SPCX -1.74%) would be the biggest winner. Here's why.

SPCX Space Exploration Technologies$146.03-$2.59 (-1.74%)

NASDAQ · As of 4:00 PM ET 10/16/26

The ultimate neocloud company
SpaceX is arguably a neocloud company itself. In May, it received a large commitment from Anthropic, which agreed to pay SpaceX $1.25 billion a month through May 2009 for access to more than 300 megawatts of computing power coming from roughly 325,000 Nvidia graphics processing units (GPUs). That deal was worth about $45 billion, although Reuters reported in late September that the deal had been upped to $84.5 billion.

Those aren't the only commitments that SpaceX has grabbed this year. Alphabet will pay it $920 million a month for access to 110,000 Nvidia GPUs through June 2029. SpaceX also announced another $1.11 billion-a-month hosting deal from an unnamed party beginning in December.

SpaceX has been aggressively building out its AI infrastructure for both its own use and to rent out to customers. Chief Executive Officer Elon Musk said the company was on track to add 440,000 GPUs by the end of November, with the hope of an additional 220,000 units by the end of the year. It is also working with Apollo Capital Management and several banks to secure funding to buy $40 billion worth of GPUs from Nvidia.

This is where SpaceX has a huge advantage compared to other neoclouds. The company has a much lower cost of capital compared to others in the sector. It is investment-grade, and the GPUs will be used as collateral, so it will be able to finance its spending at a much lower interest rate. The company's high stock price and valuation are also an advantage, giving it potent currency to help fund its build-out.

Image source: The Motley Fool.

This dynamic should also make SpaceX a preferred choice among customers and banks, who may become wary of having exposure to a leveraged neocloud start-up. This should help SpaceX benefit from a flight to quality.

If neoclouds get largely wiped out, SpaceX would also likely be one of the first in line to scoop up some of these assets at a huge discount. Cloud computing companies and other hyperscalers have been increasingly turning to their own custom AI chip roadmaps, making it harder for them to absorb off-the-shelf GPU infrastructure seamlessly. SpaceX, meanwhile, has concentrated on Nvidia's GPUs, and its strong relationship with the chipmaker could give it an edge in acquiring any distressed computing assets.

In any distressed sale, Nvidia, given its backstop arrangements with neoclouds, will have a say in who gets to assume hardware leases or buy out collateral. Given its relationship with SpaceX and its stake in the stock, Nvidia would have an incentive to get these distressed GPU clusters into the hands of SpaceX. Meanwhile, the most valuable assets to acquire from a neocloud aren't its chips, but its power grid access and site permits.

If high debt and funding issues trigger a wave of neocloud bankruptcies, as predicted by Gartner, SpaceX won't just survive the fallout; it will be the primary beneficiary. It will be able to buy up cheap hardware, power access, and data center real estate to build the largest AI cloud network on Earth before tackling data centers in space. That makes the AI stock an intriguing buy on this recent sell-off.

Shares of Microsoft (MSFT -1.93%) closed at a record $543.45 on Oct. 13 and slipped about 2% a day later, finishing Oct. 14 at $533.69. The software giant's next earnings report, for its fiscal 2027 first quarter, is due Oct. 28.

My prediction is that Microsoft stock will trade near $730 by the middle of 2030. Specifically, it's my estimate of the price on June 30, 2030, when Microsoft's fiscal 2030 ends. It assumes non-GAAP (adjusted) earnings per share rise about 13% a year from here, and that investors pay about 26 times those earnings then.

That price would be around 37% over the stock's Oct. 14 close, or about 9% a year before dividends. And it needs Microsoft's earnings to rise at just a bit over half the rate they managed last fiscal year.

Image source: Getty Images.

A solid starting pointFor the fiscal year that ended June 30, 2026, Microsoft boosted adjusted earnings per share 22% to $17.28. The adjusted number strips out gains and losses on the company's investment in OpenAI.

Notably, growth didn't slow as the year went on. Against the year-ago periods, adjusted earnings per share rose 24% in the fiscal second quarter of 2026 (the period ended Dec. 31, 2025), then 21% in fiscal Q3 and 23% in fiscal Q4. Full-year revenue was $331.8 billion, up 18%, and operating income climbed 21%.

The full-year number also includes a $3.2 billion gain on Microsoft's investment in Anthropic, booked in fiscal Q4. If anything, then, the $17.28 starting point might be a bit generous.

Spending may slow earnings growthBut I don't expect 22% growth to hold. The biggest reason is the cost of building data centers for artificial intelligence.

Microsoft's spending on property and equipment totaled around $116 billion in fiscal 2026, up about 80% from about $65 billion the year before. That spending hits the income statement over time as depreciation, and the charge is already climbing faster than sales. The line on Microsoft's cash flow statement for depreciation, amortization, and other items rose 31% to $38.5 billion last fiscal year, well above 18% revenue growth. And the spending keeps rising. Fiscal Q4's additions to property and equipment were $35.8 billion, over double the year-ago quarter's $17.1 billion.

True, Microsoft is extending the estimated useful lives of its data centers and office buildings from 15 years to 25 years, which spreads out some of that cost. But management said the change should have just a minimal benefit to fiscal 2027 operating income.

"Even as we invest to meet growing demand, full fiscal year operating margins should be down less than a point," CFO Amy Hood said of fiscal 2027 on the company's July earnings call.

Buybacks likely won't help much, either. Microsoft bought back around $22 billion of its stock in fiscal 2026, but its diluted share count hardly moved, at about 7.45 billion against 7.47 billion the year before.

Given all that, I'm assuming adjusted earnings per share grow around 13% a year. Compounded over four years, that could bring the number from $17.28 to around $28 in fiscal 2030.

What will investors pay in 2030?At $533.69, the stock's price-to-earnings ratio is around 31, using fiscal 2026's adjusted earnings per share of $17.28.

Investors paid far less earlier this year. When shares closed at $352.83 on June 25, their lowest close of the past year, the price-to-earnings ratio was around 21 using the $16.40 in adjusted earnings per share over the previous four quarters.

MSFT Microsoft$529.05-$10.39 (-1.93%)

NASDAQ · As of 4:00 PM ET 10/16/26

I'm splitting the difference at 26 times earnings. It's still a healthy price for every dollar of profit, but it lets the price-to-earnings multiple drop as growth cools. Multiply around $28 in adjusted earnings per share for fiscal 2030 by 26, and you get about $730 a share.

Sure, the valuation multiple is the shakier half of this math. If investors pay only the 21 times earnings they paid in June, those same earnings would support a price of around $590, just 11% over the stock's Oct. 14 close.

In the end, I think around $730 is a reasonable target for Microsoft stock by mid-2030, even with earnings growth slowing. The company is in great shape. But at a price-to-earnings ratio of around 31, investors are already paying for much of that growth. And if the spending hurts margins more than management expects, even a 9% yearly return could prove optimistic.

I'd be fine owning shares at this price. But I wouldn't call them a bargain.

Novavax, Inc. (NASDAQ:NVAX – Get Free Report) shares traded down 9.1% during trading on Friday. The stock traded as low as $11.57 and last traded at $11.6480. Approximately 2,002,169 shares traded hands during trading, a decline of 61% from the average session volume of 5,124,194 shares. The stock had previously closed at $12.82.

Wall Street Analysts Forecast Growth Several research firms have weighed in on NVAX. Citigroup restated a “sell” rating and set a $8.00 target price (up from $7.00) on shares of Novavax in a research note on Thursday. Zacks Research lowered Novavax from a “strong-buy” rating to a “hold” rating in a research note on Thursday, August 6th. Weiss Ratings reiterated a “sell (d)” rating on shares of Novavax in a research note on Tuesday, August 4th. Finally, Wall Street Zen raised Novavax from a “sell” rating to a “hold” rating in a report on Saturday, September 12th. Five research analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $13.14.

Get Our Latest Report on NVAX

Novavax Price Performance The stock has a market cap of $1.86 billion, a P/E ratio of -7.41 and a beta of 2.44. The business’s fifty day moving average price is $10.06 and its 200 day moving average price is $9.21. Novavax (NASDAQ:NVAX – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The biopharmaceutical company reported ($0.32) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.38) by $0.06. The company had revenue of $56.70 million for the quarter, compared to the consensus estimate of $52.51 million. Novavax had a negative net margin of 59.87% and a negative return on equity of 14.82%. The firm’s quarterly revenue was down 76.2% compared to the same quarter last year. During the same period last year, the company posted $0.62 EPS. On average, analysts predict that Novavax, Inc. will post -0.38 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Novavax Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp bought a new stake in shares of Novavax during the second quarter worth $8,004,000. Edgestream Partners L.P. bought a new position in shares of Novavax in the 1st quarter valued at $4,234,000. Renaissance Technologies LLC bought a new position in shares of Novavax in the 1st quarter valued at $4,049,000. Assenagon Asset Management S.A. bought a new position in shares of Novavax in the 1st quarter valued at $2,969,000. Finally, Shah Capital Management boosted its holdings in shares of Novavax by 2.0% during the 1st quarter. Shah Capital Management now owns 14,845,097 shares of the biopharmaceutical company’s stock valued at $120,839,000 after acquiring an additional 286,317 shares in the last quarter. Institutional investors own 53.04% of the company’s stock.

Novavax Company Profile (Get Free Report)

Novavax, Inc is a biotechnology company focused on the discovery, development and commercialization of vaccines. The company uses its recombinant protein-based vaccine platform and Matrix-M adjuvant technology to develop vaccines designed to stimulate targeted immune responses.

Novavax’s principal commercial product is its protein-based COVID-19 vaccine, marketed in various regions under the Nuvaxovid or Novavax COVID-19 Vaccine name. The vaccine has been authorized or approved in multiple markets, including the United States, Europe and other international jurisdictions, with availability and regulatory status varying by country.

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When we think of the artificial intelligence (AI) boom, we might first think of the chip players making the headlines, from Nvidia to Advanced Micro Devices. We know them for the high-powered graphics processing units (GPUs) that fuel critical AI tasks such as the training and inference of models.

But those chips can't make it to commercialization without another company, and that's Taiwan Semiconductor Manufacturing (TSM -2.28%). TSMC is the manufacturer that makes most of today's leading chips, as it holds more than 70% of the global chip foundry market. So while Nvidia, AMD, and others design the chips, TSMC actually brings them from the drawing board to reality.

All of this has created tremendous growth for TSMC, and the latest earnings report illustrates this. Last week, the company reported record profit for the sixth straight quarter. How does this translate into stock performance? My prediction is that $1,000 invested in TSMC today will be worth this much by 2030...

Image source: Getty Images.

TSMC's market leadership Before we dive into those numbers, though, let's take a deeper look at TSMC. As mentioned, the company is the global leader in the foundry market, so it produces most of the chips in high demand today. This means that TSMC may benefit from the successes of all of the leading chip players -- not just one or two. And this positions the company very well for significant growth as the AI boom continues.

A look at the recent quarter illustrates the picture. In the third quarter, TSMC reported profit and revenue that surpassed analysts' estimates and forecast fourth-quarter revenue in the range of $52.3 billion and $54.3 billion. At the midpoint, that represents a 58% year-over-year increase.

TSMC's gross margin has declined slightly, and the company forecasts a decrease of 40 basis points to 66% at the midpoint for the fourth quarter. But it's important to keep in mind the reason behind that, and it's linked to growth. TSMC's ramp-up of its 2 nm technology, or next-generation manufacturing process, initially weighs on margins, and the company is also seeing pressure from the costs of its U.S. fabs. But productivity gains should offset this to a certain degree over time.

Importantly, TSMC chief C.C. Wei emphasized the ongoing strength of the AI market. "Recent developments are very positive to AI's long-term demand outlook," he said, noting the increasing adoption of agentic AI and the greater use of open-source AI models.

TSM Taiwan Semiconductor Manufacturing$412.61-$9.64 (-2.28%)

NYSE · As of 4:00 PM ET 10/16/26

Estimates call for a 30% increase in EPS Now, let's consider how that may translate into stock performance. TSMC has climbed more than 300% over the past three years and today trades at about $422, or 27x trailing 12-month earnings. A look at earnings per share estimates for TSMC over the coming few years shows a 30% increase from year to year.

TSM EPS Estimates for Current Fiscal Year data by YCharts

If the 30% growth trend continues, the company's earnings per share may total more than $38 in 2030.

That leaves room for the stock price to climb more than 135% to $1,000, as at that level, the stock would trade at a price-to-earnings ratio of 26. And market capitalization would reach $5 trillion. This is about the size of Nvidia right now, which is the biggest company by market value. In such a scenario, we could imagine other technology giants also increasing in market value.

Considering all of this, my prediction is that $1,000 invested in TSMC today could be worth $2,350 by 2030. Of course, this is built on the assumption that earnings growth continues at a particular pace. In the quarters to come, we could see certain variations of this scenario, from a lower-margin situation due to foundry expansion to higher demand that may drive greater revenue.

But given TSMC's leadership in the manufacturing space and the long-term AI growth picture, there's reason to be optimistic about the growth of a $1,000 investment in this chip giant.

Williams-Sonoma, Inc. (NYSE:WSM – Get Free Report) reached a new 52-week high during mid-day trading on Friday. The stock traded as high as $255.33 and last traded at $253.2960, with a volume of 117,113 shares traded. The stock had previously closed at $252.03.

Wall Street Analysts Forecast Growth WSM has been the subject of a number of recent analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $261.00 price target (up from $230.00) on shares of Williams-Sonoma in a research note on Tuesday, August 11th. Guggenheim reissued a “neutral” rating on shares of Williams-Sonoma in a research report on Thursday, August 27th. Credit Suisse Group set a $261.00 price objective on shares of Williams-Sonoma in a research note on Monday, August 24th. Argus upped their target price on shares of Williams-Sonoma from $230.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, September 2nd. Finally, Seaport Research Partners reaffirmed a “buy” rating on shares of Williams-Sonoma in a report on Friday, August 14th. Ten equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $245.56.

Get Our Latest Research Report on WSM

Williams-Sonoma Trading Down 0.9% The company has a 50 day moving average price of $234.08 and a 200 day moving average price of $216.94. The company has a market capitalization of $29.43 billion, a P/E ratio of 25.58, a P/E/G ratio of 2.71 and a beta of 1.48. Williams-Sonoma (NYSE:WSM – Get Free Report) last posted its earnings results on Wednesday, August 26th. The specialty retailer reported $2.10 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.02. Williams-Sonoma had a return on equity of 53.48% and a net margin of 14.73%. The business had revenue of $1.96 billion for the quarter, compared to analyst estimates of $1.93 billion. During the same period in the previous year, the firm earned $2.00 EPS. The firm’s revenue was up 6.7% compared to the same quarter last year. As a group, sell-side analysts forecast that Williams-Sonoma, Inc. will post 9.51 EPS for the current fiscal year.

Williams-Sonoma Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 20th. Shareholders of record on Friday, October 16th will be given a dividend of $0.76 per share. This represents a $3.04 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, October 16th. Williams-Sonoma’s payout ratio is 31.12%.

Insider Activity at Williams-Sonoma In other Williams-Sonoma news, CEO Laura Alber sold 35,000 shares of the company’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $221.20, for a total value of $7,742,000.00. Following the transaction, the chief executive officer directly owned 853,524 shares in the company, valued at $188,799,508.80. The trade was a 3.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Karalyn Yearout sold 1,000 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $250.00, for a total transaction of $250,000.00. Following the completion of the transaction, the executive vice president directly owned 20,717 shares in the company, valued at $5,179,250. The trade was a 4.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 40,883 shares of company stock valued at $9,117,518 in the last ninety days. Company insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows Institutional investors and hedge funds have recently bought and sold shares of the stock. Brown Lisle Cummings Inc. lifted its position in Williams-Sonoma by 11.1% during the first quarter. Brown Lisle Cummings Inc. now owns 622 shares of the specialty retailer’s stock worth $113,000 after acquiring an additional 62 shares during the last quarter. Mediolanum International Funds Ltd grew its position in shares of Williams-Sonoma by 0.6% in the first quarter. Mediolanum International Funds Ltd now owns 11,262 shares of the specialty retailer’s stock valued at $1,992,000 after purchasing an additional 67 shares during the last quarter. Parallel Advisors LLC grew its position in shares of Williams-Sonoma by 2.2% in the first quarter. Parallel Advisors LLC now owns 3,203 shares of the specialty retailer’s stock valued at $584,000 after purchasing an additional 70 shares during the last quarter. GAMMA Investing LLC grew its position in shares of Williams-Sonoma by 1.8% in the second quarter. GAMMA Investing LLC now owns 3,972 shares of the specialty retailer’s stock valued at $926,000 after purchasing an additional 71 shares during the last quarter. Finally, Eastern Bank increased its stake in shares of Williams-Sonoma by 10.6% during the third quarter. Eastern Bank now owns 752 shares of the specialty retailer’s stock worth $171,000 after purchasing an additional 72 shares during the period. Institutional investors and hedge funds own 99.29% of the company’s stock.

(Get Free Report)

Williams-Sonoma, Inc is an omnichannel specialty retailer focused on home furnishings, décor, kitchenware and related lifestyle products. The company operates a portfolio of brands that includes Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home and Mark & Graham.

Its products include cookware, cutlery, appliances, tabletop goods, furniture, bedding, bath products, lighting, rugs, textiles, decorative accessories, gifts and personalized items.

Further Reading Five stocks we like better than Williams-Sonoma Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Receive News & Ratings for Williams-Sonoma Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Williams-Sonoma and related companies with MarketBeat.com's FREE daily email newsletter.

Commercial Metals Company (NYSE:CMC – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the fifteen brokerages that are covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation and nine have given a buy recommendation to the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $80.45.

Several brokerages recently issued reports on CMC. Bank of America cut their price target on Commercial Metals from $84.00 to $78.00 and set a “buy” rating on the stock in a report on Thursday, July 9th. Wall Street Zen downgraded Commercial Metals from a “buy” rating to a “hold” rating in a research note on Saturday. Weiss Ratings lowered Commercial Metals from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, October 2nd. Barclays raised their target price on Commercial Metals from $75.00 to $80.00 and gave the company an “equal weight” rating in a research note on Friday, August 7th. Finally, Wells Fargo & Company reiterated an “underperform” rating and issued a $70.00 target price on shares of Commercial Metals in a research note on Friday.

Check Out Our Latest Research Report on CMC

Insider Buying and Selling at Commercial Metals In other news, Director John McPherson acquired 1,390 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The shares were purchased at an average cost of $71.92 per share, for a total transaction of $99,968.80. Following the transaction, the director directly owned 21,927 shares in the company, valued at $1,576,989.84. This trade represents a 6.77% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.62% of the stock is currently owned by company insiders. Institutional Inflows and Outflows A number of hedge funds and other institutional investors have recently bought and sold shares of CMC. USA Financial Formulas grew its position in Commercial Metals by 67.6% in the 1st quarter. USA Financial Formulas now owns 496 shares of the basic materials company’s stock worth $30,000 after purchasing an additional 200 shares during the last quarter. Global Retirement Partners LLC bought a new stake in shares of Commercial Metals during the second quarter valued at approximately $34,000. Caitong International Asset Management Co. Ltd raised its holdings in shares of Commercial Metals by 617.2% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 832 shares of the basic materials company’s stock valued at $58,000 after buying an additional 716 shares during the last quarter. Integrated Wealth Concepts LLC bought a new stake in shares of Commercial Metals during the second quarter valued at approximately $63,000. Finally, EverSource Wealth Advisors LLC boosted its position in shares of Commercial Metals by 105.0% during the first quarter. EverSource Wealth Advisors LLC now owns 1,222 shares of the basic materials company’s stock worth $75,000 after buying an additional 626 shares during the period. 86.90% of the stock is owned by institutional investors and hedge funds.

Commercial Metals Stock Performance Shares of CMC stock opened at $64.95 on Friday. The company has a quick ratio of 1.54, a current ratio of 2.34 and a debt-to-equity ratio of 0.71. The business has a 50 day moving average of $66.80 and a two-hundred day moving average of $68.29. Commercial Metals has a 52 week low of $55.70 and a 52 week high of $84.87. The company has a market cap of $7.19 billion, a P/E ratio of 11.07, a PEG ratio of 0.25 and a beta of 1.53.

Commercial Metals (NYSE:CMC – Get Free Report) last posted its earnings results on Thursday, October 15th. The basic materials company reported $2.09 EPS for the quarter, beating the consensus estimate of $1.95 by $0.14. The company had revenue of $2.66 billion during the quarter, compared to analyst estimates of $2.56 billion. Commercial Metals had a return on equity of 17.00% and a net margin of 6.98%. The business’s revenue was up 25.7% compared to the same quarter last year. During the same period in the prior year, the company earned $1.37 earnings per share. As a group, analysts anticipate that Commercial Metals will post 7.67 EPS for the current year.

Commercial Metals announced that its board has authorized a share buyback program on Wednesday, August 5th that permits the company to buy back $600.00 million in outstanding shares. This repurchase authorization permits the basic materials company to reacquire up to 7.5% of its stock through open market purchases. Share repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Commercial Metals Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 11th. Stockholders of record on Wednesday, October 28th will be given a dividend of $0.20 per share. The ex-dividend date is Wednesday, October 28th. This represents a $0.80 annualized dividend and a dividend yield of 1.2%. Commercial Metals’s dividend payout ratio is currently 15.07%.

More Commercial Metals News Here are the key news stories impacting Commercial Metals this week:

Positive Sentiment: Fourth-quarter results exceeded expectations. CMC reported adjusted EPS of $2.09, above the roughly $1.95–$1.97 consensus, while revenue rose 25.7% year over year to $2.66 billion, exceeding estimates by approximately $90 million. CMC Reports Fourth Quarter and Full Year Fiscal 2026 Results Positive Sentiment: Full-year profitability improved substantially. Fiscal 2026 net earnings reached $655.8 million, while consolidated core EBITDA increased to $1.4 billion from $837.3 million in fiscal 2025, reinforcing the company’s operating and cash-generation momentum. CMC closes out fiscal year with summer profits Positive Sentiment: Management sees durable end-market demand. CMC highlighted strong demand from data centers and semiconductor factories, while its recycling, steel and construction-products businesses supported summer profitability. These trends could benefit volumes and infrastructure-related demand. Commercial Metals Sees Strong Demand From Data Centers, Chip Factories Neutral Sentiment: Analysts and market commentary remain mixed. Zacks characterizes CMC as a strong growth stock, and management’s earnings-call commentary signaled further growth. However, other analysis considers the shares insufficiently attractive even as fundamentals improve, reflecting valuation and steel-cycle concerns. Here’s Why Commercial Metals is a Strong Growth Stock Negative Sentiment: The muted reaction may reflect cyclical and valuation risk. Despite the earnings beat and stronger outlook, investors may be concerned about metal-price volatility, construction demand and whether the improvement can persist. CMC’s shares remain below their 50-day and 200-day moving averages, indicating lingering technical pressure. Commercial Metals Company: Still Not Attractive but Getting Better (Get Free Report)

Commercial Metals Company (NYSE: CMC) is a steel and metals manufacturer, fabricator and recycler headquartered in Irving, Texas. Founded in 1915, the company operates a vertically integrated business that collects and processes ferrous scrap, produces steel and supplies products used in construction and infrastructure projects.

CMC’s product portfolio includes reinforcing bar, merchant bar, wire rod, structural components and other steel products. Through its fabrication and construction services, the company also processes and prepares reinforcing steel for commercial, industrial, transportation and other building projects.

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Receive News & Ratings for Commercial Metals Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Commercial Metals and related companies with MarketBeat.com's FREE daily email newsletter.

Thieves are draining nearly $5 million in Bitcoin (BTC) from a crypto scammer who profited from deceiving victims through a task scam.

Chainalysis says one of the biggest victims in the Ledger thefts was the scammer themselves.

“One of the biggest victims of the Ledger theft was a scammer themselves. They lost more than 60BTC, about $4.8M. The funds were from a task scam.”

The firm details how the scam operated by paying people to fake sales and reviews of real items before creating a negative balance that tricked victims into adding their own money.

“In this task scam, people were paid to fake sales and reviews of real items. Then a ‘negative balance’ appeared, and they were told to add their own money in order to get paid.”

On September 22nd, the scammer moved the proceeds into three separate Ledger addresses that thieves emptied on October 9th with one transfer each into the same wallet reported as containing stolen funds.

Criminals stole approximately $90 million in digital assets from cryptocurrency wallets last week by tampering with hardware wallets, small USB-like devices designed to securely store the keys used to access crypto holdings, reports the Financial Times.

Ledger said Thursday that organized criminals spent several months buying genuine Ledger devices, opening them and installing concealed components designed to capture users’ recovery phrases during setup. The tampered devices were then returned to circulation through resellers in Southeast Asia.

The attackers also built their own technical and logistical infrastructure, including servers to collect recovery phrases and systems to drain and launder stolen funds.

“They were patient, they spent millions and they struck in one coordinated operation, draining wallets.”

All affected devices were sold by CryptoBilis, a Malaysia-based reseller.

Generated Image: DALLE3

DogeOS, built by the MyDoge team, says users have completed over 1 million quests in The Grand Heist, a campaign exploring the Dogecoin (DOGE) ecosystem.

@DogeOS, built by the founders of @MyDoge, has reported that users have completed more than 1 million quests on its platform. The figure points to rising engagement around $DOGE, though it raises the question of how much of it reflects lasting retail adoption.

What the quests areQuests on DogeOS are accessible through the MyDoge wallet. They are gamified missions and community tasks that form part of "The Grand Heist", a loyalty and engagement campaign designed to explore the Dogecoin ecosystem.

According to the DogeOS blog, users pick a crew, run missions and try apps, all inside the MyDoge app. Chapters run for roughly a week, with new missions added each week from the team and from partners building on DogeOS. Participants earn XP and badges and collect items used across DogeOS, the project said in its MyDoge V3 announcement.

The campaign opened to everyone on October 8, alongside the MyDoge V3 release, according to CoinGabbar. The same report said the team had flagged more than 100,000 completed quests on October 12, before the 1 million milestone.

The headline number needs context. Quests completed is not the same as unique users, since one person can finish many tasks, CoinGabbar noted. Earlier figures from an AMA, which were not independently verified, cited about 8,000 new users per day, per a KuCoin recap.

The technology behind DogeOSDogeOS is an application layer for Dogecoin. , according to Unchained.

The setup still has limits. , Crowdfund Insider reported. , according to Crypto Briefing.

On funding, , per Play to Earn.

There is also no token or reward confirmation tied to the quests. UseTheBitcoin reports that DogeOS has not announced a native token or confirmed an airdrop, and that the quest terms state completing quests does not guarantee rewards.

For now, the 1 million quest figure is a sign of activity on a testnet-stage product rather than proof of a mature retail ecosystem. Whether that engagement carries over once DogeOS reaches mainnet remains to be seen.

SourcesCoinGabbar: DogeOS passes 1 million quests
DogeOS Blog: The Grand Heist
Unchained: DogeOS opens public testnet

AIsa said it had completed its seed extension round, with Tether and HIVEN joining as strategic investors.

The round brings AIsa’s total funding to more than $9 million. The two new investors joined Alibaba, Tribe Capital, Sumitomo Corporation, Draper Associates, Saison Capital and other backers.

“Enterprise AI agents need trusted information, useful tools and a governed way to transact,” said Jordan Liu, founder and CEO of San Francisco-based AIsa, in a Friday statement. “Our vision is to build the infrastructure that enables agents to discover, access and pay for resources globally, while giving enterprises full control over permissions, spending and transactions. We are excited to welcome Tether and HIVEN as strategic investors as we accelerate the transition from AI assistants to autonomous, production-ready agents.”

Fragmented providers, integrations and billing systems make it difficult for enterprise AI agents to operate effectively in production and manage at scale, according to the statement.

AIsa addresses this by bringing resource discovery, access and transactions into one governed, usage-based network, the Trusted Resource and Transaction Network for Enterprise AI Agents. Its infrastructure connects enterprise agents to external data, AI search, models, APIs, software tools and industry services, combining governed access with usage metering, billing and settlement, the
statement said.

Cointelegraph reported on July 31 that stablecoin issuer Tether generated another multibillion-dollar quarter as income from its US Treasury portfolio continued to bolster earnings.

Tether reported a net operating profit of $1.5 billion for the second quarter, driven primarily by interest earned on US Treasury holdings and repurchase agreements, or short-term loans backed by government securities.

 Magazine: Capital starting to rotate back to crypto from AI: Raoul Pal

Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.

Sandisk (SNDK -6.85%) has been the top-performing S&P 500 stock for most of 2026, until it was recently surpassed by the surging pharmaceutical company Moderna. Still, Sandisk is holding onto second place by a wide margin, and it has risen nearly 500% this year; not a bad one-year gain! 

However, what's in the past is in the past. The question is, can Sandisk repeat its performance again in 2027?

While there are several other strong candidates for stocks looking like great investments in 2027, I have a hard time believing that Sandisk won't be one of them, as the same conditions that pushed it higher in 2026 will remain in 2027.

Image source: The Motley Fool.

The memory chip demand crunch is far from over
Sandisk makes NAND memory chips, which are used for long-term information storage. Devices like solid-state drives (SSDs) use NAND memory, and they are in high demand due to the massive AI data center build-out underway. SSDs don't have any performance characteristics that set one apart from another, so Sandisk's business is akin to a commodity. When demand is high and supply is low, as it is now, prices skyrocket, and this has driven Sandisk's revenue growth throughout 2026.

In the fourth quarter of fiscal year 2026 (ending July 3), Sandisk's revenue soared 372% year over year. That's huge growth, and much of it can be attributed to higher chip prices.

SNDK Sandisk$1,299.30-$95.53 (-6.85%)

NASDAQ · As of 4:00 PM ET 10/16/26

Many investors are worried that this trend could flip and send Sandisk's business crashing once demand goes the other way. That's a valid concern, and history supports that precedent. However, Sandisk is using this opportunity to reshape the industry.

Sandisk is starting to enter into new business model agreements with its customers, which lock clients into committed volumes with defined pricing structures. This makes memory chip prices less subject to demand and supply curves and only subject to contracted agreements. This locks in pricing and gives Sandisk and its investors greater visibility into what to expect in the future.

The long-term effect of this change is that Sandisk becomes less cyclical. However, the market still prices Sandisk stock as if it will experience a cyclical downturn in the near future.

SNDK PE Ratio data by YCharts.

At 19 times trailing earnings and 6.5 times forward earnings, the market isn't pricing in any 2027 growth into the stock. That is a great opportunity for investors to take advantage of, and it could help Sandisk triple throughout 2027 if it hits expectations and remains at its current trailing earnings valuation. That would place Sandisk among the best-performing S&P 500 stocks next year, allowing it to potentially earn another top-five finish in the index.

Yuga Labs, the company behind Bored Ape Yacht Club, is getting into trading cards. Its new Mudwater collection went live on Solana on October 17, 2026, and BAYC and Mutant Ape Yacht Club holders can now claim packs.

What Mudwater actually is The debut set is called “Swamp Origins.” It includes 120 distinct artworks built around the familiar Bored Ape imagery.

Cards come in four tiers: standard, foil, serialized, and a rare “cracked-ice” edition. At the top sit 8 serialized cracked-ice 1/1 grails, the one-of-a-kind cards that collectors tend to chase hardest.

Each card links a physical collectible to a matching Solana NFT held in a vault, so ownership exists both on the shelf and on the blockchain.

Claims opened at roughly 23:30–23:35 UTC, right after the announcement. The rollout coincided with ApeFest 2026 in Charleston, Yuga’s yearly gathering for its community.

How the claim process works Eligibility runs through something Yuga calls Totems. BAYC and MAYC holders received 6,551 Totems, which are ERC-6551 token-bound accounts. A token-bound account is an NFT that functions as its own wallet, so the Totem acts as the container that receives and manages a holder’s packs.

BAYC holders can claim 10 packs each, while MAYC holders can claim 2. Every pack contains 10 cards. Altogether, more than 140,000 packs are available to claim.

The claim window remains open until January 19, 2027. The total planned supply goes beyond the first wave of claims: Yuga plans for 10,000 boxes, each holding 24 packs.

The ApeCoin twist Mudwater also includes an unusual fee mechanic. A 2.5% reflection on NFT trades automatically purchases ApeCoin ($APE), which then goes out to Mudwater NFT holders in proportion to their holdings.

Trading happens on OpenSea, which carries separate listings for Totems, Packs, and Cards. Secondary-market listings showed up on the platform soon after claims opened.

Why Yuga is doing this A demo of the card gameplay is available in Otherside, and Yuga has said further expansions inside the metaverse are possible. The company also plans to let collectors upgrade packs into boxes and cases, with upgradeable game elements on the roadmap as well.

What this means for holders and the market For BAYC and MAYC owners, the immediate effect is a fresh airdrop with tradable value. The 10-to-2 ratio rewards BAYC holders more generously, which reinforces the pecking order between the two collections.

The 8 cracked-ice 1/1 grails are likely to anchor the high end of the market. More than 140,000 packs are claimable now, and the planned 10,000 boxes point to substantial total volume, so rarity sits mostly in the serialized and cracked-ice tiers.

For ApeCoin, the 2.5% reflection creates buying tied to Mudwater trades, though its scale depends entirely on how actively the cards change hands.

Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.