Market Signal Briefing

Investors might want to bet on Honeywell International Inc. (HON - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

As such, the Zacks rating upgrade for Honeywell International is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For Honeywell International, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Honeywell InternationalFor the fiscal year ending December 2025, this company is expected to earn $10.51 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Honeywell International. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.7%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Honeywell International to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Perdoceo Education (PRDO - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for Perdoceo Education basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Perdoceo Education imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Perdoceo EducationFor the fiscal year ending December 2025, this for-profit education company is expected to earn $2.52 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Perdoceo Education. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.2%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Perdoceo Education to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

OneSpaWorld (OSW - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for OneSpaWorld basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

For OneSpaWorld, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for OneSpaWorldFor the fiscal year ending December 2025, this company is expected to earn $1.01 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for OneSpaWorld. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.6%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of OneSpaWorld to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Lam Research (LRCX - Free Report) , a company that currently holds a Momentum Style Score of A. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Lam Research currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for LRCX that show why this semiconductor equipment maker shows promise as a solid momentum pick.

A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For LRCX, shares are up 1.11% over the past week while the Zacks Electronics - Semiconductors industry is down 0.45% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 30.89% compares favorably with the industry's 6.68% performance as well.

Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Lam Research have risen 33.57%, and are up 60.63% in the last year. In comparison, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also take note of LRCX's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now LRCX is averaging 11,879,390 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with LRCX.

Over the past two months, 5 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost LRCX's consensus estimate, increasing from $4.34 to $4.50 in the past 60 days. Looking at the next fiscal year, 3 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that LRCX is a #2 (Buy) stock with a Momentum Score of A. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Lam Research on your short list.

San Diego, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Tealium today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a “One to Watch” in the Activation and Delivery for Owned Channels category of The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World.

The fourth annual edition of Snowflake’s Modern Marketing Data Stack Report highlights the technologies, solutions, and platforms adopted by more than 11,100 Snowflake customers, examining how AI, privacy, and data gravity are transforming martech and adtech across 13 categories.

Tealium was spotlighted for its bi-directional connectivity with Snowflake, including the Snowpipe Streaming API and Snowflake Data Source integrations, empowering marketers to seamlessly deliver real-time customer engagement data from Tealium’s  Activation and Delivery into Snowflake’s AI Data Cloud, and vice versa.

“Tealium's rapid growth with Snowflake has established the company as a key technology to watch in the Activation and Delivery category, delivering unified, real-time solutions that address the evolving needs of marketers,” said Denise Persson, Chief Marketing Officer at Snowflake. “We look forward to continuing to work with Tealium as they expand their capabilities on the Snowflake AI Data Cloud, empowering organizations to activate high-quality, privacy-compliant customer data for advanced analytics and personalized experiences.”

Customer Stories

US-based automotive company Rohrman Auto Group partnered with Tealium and Snowflake to unify fragmented customer data, enabling near real-time data transfer and advanced analytics that improved personalization and drove operational efficiency. As a result, over 2 million customer records were transformed into clean, consented data, increasing lead conversions, and strengthening their compliance posture.

Tealium and Snowflake helped leading digital services provider Spark New Zealand transform its marketing strategy into a real-time, AI-powered data engine, generating millions in incremental revenue.

Leveraging Tealium and Snowflake, Legal & General, one of the UK’s leading financial organizations, transformed its marketing and call center strategies by integrating Tealium’s CDP with Snowflake’s AI Data Cloud, resulting in a 54% increase in call-to-lead conversions.

“Together, Tealium’s real-time data collection and audience orchestration combined with Snowflake’s scalable AI Data Cloud enable brands to activate privacy-first engagement across channels, without data silos slowing them down,” said Matthew Gray, SVP of Global Partnerships at Tealium. “With seamless data flows between our platforms, customers are accelerating ROI, increasing conversions, and building a foundation for scalable, AI-powered marketing.”

Tealium will also be sponsoring seven Snowflake World Tour events across locations including Toronto, Berlin, London, Stockholm, Amsterdam, Dallas, and Chicago. The tour will highlight the latest innovations driving business transformation with data and AI. View all upcoming Tealium-sponsored events. 

For organizations looking to unlock the full value of their customer data, Tealium and Snowflake work together to deliver real-time data collection, unification, and activation, enabling personalized experiences, stronger data quality, and AI-driven insights at scale. Learn why Tealium and Snowflake are Better Together.

To keep up with the latest company news, visit Tealium’s Newsroom.

About Tealium

Tealium helps companies collect, govern, and enrich their customer data in real-time to power AI initiatives and delight customers in the moments that matter. Tealium’s turnkey integration ecosystem supports more than 1,300 built-in connections from the world’s most prominent technology experts. Tealium’s solutions include a real-time customer data platform (CDP) with intelligent AI data streaming, tag management, and an API hub. Tealium’s data collection, management, and activation capabilities enable enterprises to accelerate operating performance, enhance customer experiences, drive better outcomes, and support global data compliance. More than 850 leading businesses globally trust Tealium to power their customer data strategies. For more information, visit www.tealium.com.

Laboratorios Farmaceuticos Rovi, S.A. (OTCPK:LABFF) Shareholder/Analyst Call September 30, 2025 9:00 AM EDT

Company Participants

Marta Campos Martinez - Head of Investor Relations
Juan Encina - Chairman & CEO
Javier López-Belmonte Encina - First Deputy Chairman, GM of Industrial Operations & CFO

Presentation

Marta Campos Martinez
Head of Investor Relations

Good afternoon, and thank you for joining us for this special conference call to discuss ROVI's acquisition of an injectable drug product manufacturing site in Phoenix, Arizona, which we announced yesterday. Joining me on the call today is Juan Lopez-Belmonte, ROVI's Chairman and Chief Executive Officer; and Javier Lopez-Belmonte, ROVI's Deputy Chairman and Chief Financial Officer who will discuss the strategic rationale for the acquisition as well as the key terms of the transaction.

Javier is in Phoenix and he doesn't have a good coverage. So we hope he can stay connected throughout the event. You will see a big presentation deck in the Investors section of our website. We'll work through that deck on the call. And after that, we'll open it up for Q&A. If you want to ask any questions during the presentation, please don't hesitate to send them through the question bottom on the platform.

Before we get started, I note that some statements we may maybe consider forward-looking statements based on our current beliefs and expectations. Actual results could materially differ due to known and unknown risks, uncertainties and other factors, and we undertake no obligation to update or revise any of the statements.

So with that, I thank you for your presence here today. And we'll now hand the presentation over to Juan Lopez-Belmonte, please go ahead.

Juan Encina
Chairman & CEO

Thank you, Marta. Good morning, and thank you for joining us today. This is truly an exciting day for ROVI. I'm very pleased to announce our agreement to acquire

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SAN FRANCISCO--(BUSINESS WIRE)--Sigma, the industry-leading analytics platform with unique cloud data platform write-back capabilities, today announced that it has been recognized by Snowflake, the AI Data Cloud company, as a Business Intelligence leader in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World report. The fourth annual edition of Snowflake's Modern Marketing Data Stack report identifies the technologies, solutions, and platforms most.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Acuity (AYI - Free Report) , which belongs to the Zacks Technology Services industry.

When looking at the last two reports, this lighting maker has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 8.87%, on average, in the last two quarters.

For the most recent quarter, Acuity was expected to post earnings of $5.12 per share, but it reported $4.42 per share instead, representing a surprise of 15.84%. For the previous quarter, the consensus estimate was $3.66 per share, while it actually produced $3.73 per share, a surprise of 1.91%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Acuity. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Acuity currently has an Earnings ESP of +6.69%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on October 1, 2025.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in TTE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor, and this article is not meant to be a recommendation for the purchase or sale of stock. Investors are advised to review all company documents and press releases to see if the company fits its own investment qualifications.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

NEW YORK, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Novo Nordisk A/S (“Novo Nordisk” or “the Company”) (NYSE: NVO) and certain of its officers.

Class Definition

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Novo Nordisk securities between May 7, 2025 and July 28, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/NVO.

Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that: (1) Novo Nordisk’s representations regarding its growth potential were overstated and failed to account for the impact of the personalization exception to the compounded GLP-1 exclusion; (2) Defendants misrepresented the likelihood that patients using compounded GLP-1s would transition to Novo Nordisk’s branded alternatives; and (3) Novo Nordisk significantly overstated both the size of the GLP-1 market and its ability to penetrate that market to sustain growth.

What's Next?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/NVO. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 332-239-2660. If you suffered a loss in Novo Nordisk you have until September 30, 2025, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

There is No Cost to You

We represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising. Prior results do not guarantee similar outcomes.

Contact

Bronstein, Gewirtz & Grossman, LLC
Peretz Bronstein or Nathan Miller
332-239-2660 | [email protected]

NEW YORK, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Fluor Corporation (“Fluor” or “the Company”) (NYSE: FLR) and certain of its officers.

Class Definition

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Fluor securities between February 18, 2025 and July 31, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/FLR.

Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding Fluor's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that: (1) costs associated with the Gordie Howe, I-635/LBJ, and I-35 projects were growing because of, inter alia, subcontractor design errors, price increases, and scheduling delays; (2) the foregoing, as well as customer reduction in capital spending and client hesitation around economic uncertainty, was having, or was likely to have, a significant negative impact on the Company's business and financial results; (3) accordingly, Fluor's financial guidance for FY 2025 was unreliable and/or unrealistic, the effectiveness of the Company's risk mitigation strategy was overstated, and the impact of economic uncertainty on the Company's business and financial results was understated; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.

What's Next?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/FLR. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 332-239-2660. If you suffered a loss in Fluor you have until November 14, 2025, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

There is No Cost to You

We represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising. Prior results do not guarantee similar outcomes.

Contact

Bronstein, Gewirtz & Grossman, LLC
Peretz Bronstein or Nathan Miller
332-239-2660 | [email protected]

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Franklin Resources presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.

10 Oversold Dividend Stocks »

But making Franklin Resources an even more interesting and timely stock to look at, is the fact that in trading on Tuesday, shares of BEN entered into oversold territory, changing hands as low as $22.855 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.

In the case of Franklin Resources Inc, the RSI reading has hit 26.1 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 47.8. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, BEN's recent annualized dividend of 1.28/share (currently paid in quarterly installments) works out to an annual yield of 5.48% based upon the recent $23.37 share price.

A bullish investor could look at BEN's 26.1 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on BEN is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue.

BEN

tickertech

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, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to KBR, Inc. ("KBR" or the "Company") (NYSE: KBR) have opportunity to lead the securities fraud class action lawsuit.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN KBR, INC. (KBR), CLICK HERE BEFORE NOVEMBER 18, 2025 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

What Is The Lawsuit About? 
The complaint filed alleges that, between May 6, 2025 and June 19, 2025, Defendants failed to disclose to investors that: (1) Despite the knowledge that TRANSCOM had, for months, had material concerns with HomeSafe's ability to fulfill the Global Household Goods Contract, Defendants claimed that the partnership was without issue, and would ramp up in future quarters; and (2) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
The Law Offices of Frank R. Cruz,
Email us at: [email protected]
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com
Follow us for updates on Twitter: twitter.com/FRC_LAW.

If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

SOURCE The Law Offices of Frank R. Cruz, Los Angeles

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For the quarter ended August 2025, Paychex (PAYX - Free Report) reported revenue of $1.54 billion, up 16.8% over the same period last year. EPS came in at $1.22, compared to $1.16 in the year-ago quarter.

The reported revenue represents a surprise of +0.22% over the Zacks Consensus Estimate of $1.54 billion. With the consensus EPS estimate being $1.21, the EPS surprise was +0.83%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Paychex performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Management Solutions: $1.16 billion versus the six-analyst average estimate of $1.17 billion. The reported number represents a year-over-year change of +21%.Revenue- Interest on funds held for clients: $47.6 million versus $43.75 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +26.9% change.Revenue- Total service revenue: $1.49 billion versus $1.5 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +16.5% change.Revenue- PEO and Insurance Services: $329.1 million compared to the $333.29 million average estimate based on six analysts. The reported number represents a change of +3.1% year over year.View all Key Company Metrics for Paychex here>>>

Shares of Paychex have returned -7.8% over the past month versus the Zacks S&P 500 composite's +3.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Trupanion rides on strong retention, new products and global expansion to boost revenues and outpace its industry peers.

​@morningstar's David Swartz expects Nike (NKE) will need to show how it jumped over several hurdles over the last quarter in Tuesday's earnings report. However, he expects financials to improve both in the U.S. and international markets, including China.

Tilray stock price has surged in the past few weeks, with most of the gains happening on Monday when it surged by over 60%, which brought its market capitalization to over $2 billion. It has now soared by over 440% from its lowest level this year.

Nike is expected to report a decline in quarterly sales on Tuesday, but its forecast for the year ahead will show investors whether CEO Elliott Hill's strategy is gaining traction.

The sneaker giant has been implementing a turnaround plan, and nearly a year into Hill's tenure as CEO, some analysts are expecting Nike's performance to improve. 

When it released fiscal fourth-quarter results in June, Nike said the financial hit from its restructuring is expected to lessen in the quarters ahead. Executives added the company has improved its inventory position and started to win back wholesale partners. 

Clearing through stale styles to make way for innovative products is crucial to Nike's efforts to grow again and take back market share. The company faces multiple hurdles as it tries to gain back ground, including tariffs and intense competition.

Tariffs are expected to have a moderate impact on Nike's bottom line in 2026, but consumer spending is choppy and it's still unclear whether demand for new shoes and clothes will drop during the crucial holiday shopping season. The uncertain consumer backdrop, coupled with competition from upstarts like On and Hoka, is making a challenging comeback that much harder. 

Nike is expected to provide its financial guidance during a conference call with analysts at 5 p.m. ET. Investors will also be looking out for updates on the back-to-school shopping season, Nike's outlook for the holidays and how its new styles are performing. 

Here's what analysts are expecting from the world's largest sneaker company, according to consensus estimates from LSEG:

Earnings per share: 27 centsRevenue: $11.0 billion In the three months since Nike last reported quarterly results, Hill has been enacting the strategy he outlined to investors. In June, he said he would realign Nike's corporate structure so it would once again segment teams by sport instead of by women's, men's and kids. In late August, the company started shuffling teams. As part of the restructuring, Nike said it would cut around 1% of its staff, and most employees would be moved into new roles by Sept. 21. 

The realignment Hill implemented is part of his strategy to reignite innovation at the company. Under his predecessor John Donahoe, the company changed its structure in a bid to grow its lifestyle business, but some critics say focusing on consumer segments over sports led Nike to lose market share in crucial categories like running. 

Lifestyle merchandise is still an important part of the strategy because it allows Nike to reach a larger consumer segment, and more women. Growing the number of female customers has been another important part of Hill's strategy and Nike's recent partnership with Kim Kardashian's shapewear brand Skims is one of the ways it's getting there.

NikeSKIMS, originally slated to release in the spring, officially launched last week. Investors will be looking out for color on how the new brand is performing and how it could affect sales.

Opus Genetics, Inc. - Special Call

Company Participants

Jenny Kobin
George Magrath - CEO & Director
Sally Tucker

Conference Call Participants

Debanjana Chatterjee - JonesTrading Institutional Services, LLC, Research Division
Gum-Ming Lowe - Craig-Hallum Capital Group LLC, Research Division
Dev Prasad - Lucid Capital Markets, LLC, Research Division
Matthew Caufield - H.C. Wainwright & Co, LLC, Research Division
Boris Peaker
James Molloy - Alliance Global Partners, Research Division
Madison Wynne El-Saadi - B. Riley Securities, Inc., Research Division

Presentation

Operator

Greetings, and welcome to the Opus Genetics LCA5 Data Conference Call.

[Operator Instructions] Please note that the webcast participants will be able to see and hear the video. However, teleconference participants dialed-in by phone will need to view the video in the Event Replay in the Investors section of the company's website. As a reminder, this conference call is being recorded.

I will now turn the conference over to your host, Jenny Kobin, Opus Investor Relations. Ma'am, please go ahead.

Jenny Kobin

Good morning, and thank you for joining us today for our call to discuss recent results from the Opus Genetics LCA5 Clinical Development Program.

Before we begin, I would like to remind you that during today's call, we will be making certain forward-looking statements. Various remarks that we make during this call about the company's future expectations, plans and prospects constitute forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated by these forward-looking statements as a result of various important factors, including those discussed in the Risk Factors section of our annual report on Form 10-K for the year ended December 31, 2024, our quarterly reports on Form 10-Q for the quarters ended March 31, 2025 and June 30, 2025, and our other SEC filings available on our website.

In addition, any

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HomeIndustriesEnergyThe Ratings GameThe Ratings GameWhile analysts at BofA see justified optimism for nuclear energy over the long run, they’re worried that valuations for Oklo and NuScale shares ‘leave little room for error’Published: Sept. 30, 2025 at 12:15 p.m. ET

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But Bank of America analyst Dimple Gosai warns that their valuations currently reflect “unrealistic” assumptions about deployment and discount rates — at least at this point in the adoption of small modular reactors, which have less power-generating capacity than legacy nuclear reactors but are also easier and cheaper to build and deploy.

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Key Takeaways Microsoft pledges $30B to the U.K., with $15B for cloud and AI infrastructure.New supercomputer with 23,000 NVIDIA GPUs highlights Microsoft's AI expansion.U.K. investment supports AI research, gaming and deeper ties with major partners.
Microsoft (MSFT - Free Report) is accelerating its AI push, committing more than $30 billion to capital expenditures in the first quarter of fiscal 2026. Alongside this, the company has pledged an additional $30 billion to the U.K. over the next four years, signaling that its AI strategy is rapidly materializing and driving an aggressive global expansion.

The recent U.K. investment will play a central role in this expansion. Roughly half of the funding, about $15 billion, will be directed toward building advanced cloud and AI infrastructure, including the nation’s largest supercomputer, in partnership with Nscale, powered by more than 23,000 NVIDIA GPUs. The remaining amount will strengthen Microsoft’s local operations, supporting AI research, product development, gaming and customer support, while deepening ties with organizations like Barclays, Vodafone, the NHS and the London Stock Exchange Group.

Meanwhile, Microsoft is expanding its product ecosystem with the launch of proprietary AI models, MAI-Voice-1 and MAI-1-preview. With Azure revenues projected to grow 37% in the first fiscal quarter of 2026 and Microsoft 365 Copilot boosting revenue per user, the company is firmly positioned at the forefront of the generative AI revolution.

Can Microsoft’s U.K. Expansion Give It a Competitive Edge?Microsoft’s U.K. investment comes at a pivotal moment, with the regulatory landscape becoming more favorable for global tech. By building local AI infrastructure, the company aims to boost security, speed and compliance while reducing reliance on overseas data centers.

The plans also align with the U.K.’s ambition to become a global AI hub. New data centers and supercomputing capacity will provide businesses and researchers with advanced tools to drive innovation while creating thousands of jobs in technology, research and operations. Universities, startups and enterprises stand to benefit through closer collaboration with Microsoft’s growing footprint.

This expansion deepens Microsoft’s alignment with U.K. priorities and positions the company as a trusted partner in the country’s digital future, potentially giving it an edge in partnerships, market share and long-term competitiveness.

Rivals Step Up in the AI RaceRival tech giants are stepping up their U.K. commitments, with Nvidia (NVDA - Free Report) , Alphabet (GOOGL - Free Report) , OpenAI and Salesforce (CRM - Free Report) collectively pledging more than $40 billion, which is a clear sign of intensifying AI competition.

Nvidia unveiled a landmark £11 billion ($15 billion) plan with partners Nscale and CoreWeave, highlighted by the deployment of 120,000 Blackwell GPUs in the U.K. — its largest-ever rollout in Europe. Google followed with a £5 billion ($6.8 billion) pledge, anchored by a new data center in Waltham Cross that will power its cloud and AI services while supporting more than 8,000 jobs annually. Salesforce, meanwhile, increased its U.K. investment to $6 billion, building on a $4 billion commitment made in 2023.

The surge in competitor investments signals that Microsoft could face stiff competition if the U.K. emerges as a leading hub for global AI.

Published in artificial-intelligence tech-stocks

The strategic collaboration agreement (SCA) provides support for global expansion and the development of industry-specific solutions

, /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced that it has entered into a multi-year strategic collaboration agreement (SCA) with Amazon Web Services (AWS). The agreement extends upon more than a decade of collaboration between Globant and AWS and will enable the companies to provide clients around the world with enhanced support for cloud migrations, generative AI adoption, industry-specific solutions, and more.

Globant and AWS Strategic Agreement

Through this expanded collaboration, Globant will leverage AWS services to support organizations across multiple industries in their digital transformation initiatives. With a focus on sectors including Media and Entertainment, Gaming, Sports (MEGS), Banking and Financial Services (BFSI), Travel and Hospitality, and Automotive, the SCA will help businesses modernize their operations, enhance customer experiences, and harness Generative AI capabilities. The company's global presence across the Americas, Europe, Middle East and Asia Pacific, combined with its industry-specific expertise, enables Globant to deliver AWS based cloud computing solutions at scale, helping organizations maintain their competitive edge in an increasingly digital landscape.

"This milestone agreement builds upon our decade-long relationship with AWS, marking a new chapter in our cloud innovation and AI adoption strategy", said Diego Maldonado, Executive VP of Enterprise Studios at Globant. "By integrating AWS Generative AI services into our Globant Enterprise AI solutions and combining our digital transformation expertise with the advanced technological capabilities of AWS, we're uniquely positioned to help organizations build more intelligent and agile businesses. This relationship represents more than collaboration – it's about empowering organizations to shape the future of their industries."

The longstanding collaboration between Globant and AWS, which began in 2011, has enabled delivery of advanced cloud solutions across various industries worldwide, like FSI, MEGS, among others and with notable customers like Formula 1. Speaking about the impact on Formula 1 specifically, Chris Roberts, Director of IT at Formula 1, noted:

"Globant brings unique strengths to Formula 1 by leveraging AWS infrastructure and AI capabilities. By combining Globant's systems integration and real-time engineering with AWS cloud and AI capabilities, we're able to redefine track-side operations, from advanced pit-wall systems to next-gen fan experiences worldwide. We're thrilled about what lies ahead as we continue pushing the boundaries of innovation in Formula 1."

"This strategic collaboration with Globant enhances our ability to deliver tailored solutions that address the unique challenges of different industries, from modernizing operations to accelerating AI-powered transformation," said Christopher Sullivan, Vice President, Americas Channels and Alliances at Amazon Web Services. "From powering Formula 1's real-time analytics to enabling financial institutions to reimagine customer experiences, this strategic agreement amplifies our joint ability to deliver industry-specific solutions at global scale. Together, we're not just helping organizations migrate to the cloud—we're equipping them with the tools to reinvent their businesses, accelerate AI adoption, and create meaningful value in an increasingly digital world."

The collaboration between Globant and AWS was strengthened by the launch of Globant's AWS Studio in August 2023, which serves as a dedicated center of excellence and expertise in AWS solutions. In April 2024, Globant reached AWS Premier Tier Services Partner status, a recognition of its success in assisting clients with designing, migrating, and managing workloads on AWS. Additionally, in February 2025, Globant achieved the AWS Level 1 Managed Security Services Provider (MSSP) Competency and the Media and Entertainment Competency, highlighting its differentiation as an MSSP and AWS Partner with essential 24/7 managed cloud security skillsets. Furthermore, with the rising importance of cybersecurity amid growing cyber threats, Globant's recent AWS Managed Security Service Provider (MSSP) Competency provides clients with 24/7 advanced monitoring and protection, allowing them to innovate confidently while minimizing risks and complying with stringent security standards.

Throughout their relationship, Globant has consistently expanded its AWS competencies – offering services related to migration, security, DevOps, data and analytics, and more – to empower businesses to harness the full potential of AWS.

This initiative also aligns with Globant's broader strategy to transform traditional IT services through AI-driven models like AI Pods—its new subscription-based offering for AI-powered engineering—designed to deliver greater speed, flexibility, and cost efficiency.

For more information about Globant's AWS Studio, please visit www.globant.com/studio/aws.

About Globant

At Globant, we help organizations thrive in a digital and AI-powered future. Our industry-focused solutions combine technology and creativity to accelerate enterprise transformation and design experiences customers love. Through digital reinvention, our subscription-based AI Pods, and Globant Enterprise AI platform, we turn challenges into measurable business results and promised savings into real impact.

We have more than 30,000 employees and are present in over 35 countries across 5 continents, working for companies like Google, Electronic Arts, and Santander, among others.
We were named a Worldwide Leader in AI Services (2023) and a Worldwide Leader in Media Consultation, Integration, and Business Operations Cloud Service Providers (2024) by IDC MarketScape report.
We are the fastest-growing IT brand and the 5th strongest IT brand globally (2024), according to Brand Finance.
We were featured as a business case study at Harvard, MIT, and Stanford.
We are active members of The Green Software Foundation (GSF) and the Cybersecurity Tech Accord.
We are global partners of Open AI, NVIDIA, AWS and Unity bringing world-class technology together to accelerate innovation across industries.
Contact: [email protected]
Sign up to get first dibs on press news and updates.
For more information, visit www.globant.com.

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OptimizeRx (OPRX - Free Report) delivered a standout second-quarter 2025, with revenues of $29.2 million (up 55% year over year) and earnings per share of 24 cents. Both the top and bottom lines comfortably beat their consensus mark. Strong adjusted EBITDA of $5.8 million and expanding gross margins underscored operational leverage, while management raised full-year revenue guidance to $104-$108 million. Importantly, contracted revenues climbed over 30%, signaling growing customer confidence in OPRX’s integrated solutions.

At the core of its strategy is AI-driven workflow integration. The company’s omnichannel platform, bolstered by tools like DAAP and micro-neighborhood targeting, is reshaping digital pharma marketing by connecting physicians, patients, and life sciences firms in real time.

This integration is critical as pharma increasingly prioritizes efficient script lift and reduced abandonment in an environment marked by regulatory uncertainty and a shift toward specialty medications. Management highlighted the scalability of its tech stack, noting operating expenses remained flat despite double-digit top-line growth — a sign of meaningful leverage.

However, part of the second-quarter outperformance was attributable to episodic managed service revenues, which are not anticipated to recur in the second half of the year. Additionally, while OPRX’s ability to serve both HCP and DTC markets at scale provides a competitive moat, sustaining momentum will require expanding multiyear subscription contracts and managing customer concentration risk.

Still, early traction is encouraging — average revenues per top-20 pharma manufacturer rose to $3.1 million, while mid-tier clients are scaling faster than top-20 accounts, broadening the base. If OPRX can execute on its AI-enabled, workflow-integrated model while maintaining disciplined cost control, it may well emerge as a strategic digital partner of choice for pharma, with long-term shareholder value creation in sight.

Tools From PeersOmnicell (OMCL - Free Report) is reinforcing its digital health strategy through the Intelligence-Enabled Pharmacy vision. The company is scaling its OmniSphere platform — a cloud-based, AI-powered solution that offers predictive analytics and real-time medication inventory management. Despite near-term macroeconomic challenges and a pause in large-scale capex projects, Omnicell remains committed to automating and digitally transforming medication management workflows across hospitals and health systems.

OMCL’s Advanced Services suite further integrates automation, analytics, and remote pharmacy services, aiming to optimize clinical and financial outcomes for healthcare providers. These innovations position Omnicell as a strategic enabler of smart, data-driven pharmacy operations.

Teladoc Health (TDOC - Free Report) is doubling down on digital mental health with its BetterHelp platform and recent acquisition of UpLift, an in-network virtual mental health provider. This move enables Teladoc to offer covered-benefits therapy options to users, improving conversion rates and reducing out-of-pocket costs. UpLift’s network of more than 1,500 licensed professionals complements BetterHelp’s reach of 35,000 therapists, supporting therapy, psychiatry and medication management.

Teladoc is also investing in AI-enabled clinical documentation tools and its Prism care delivery platform, which enhances integration across the virtual care ecosystem. These steps underline its ambition to deliver scalable, tech-driven behavioral and chronic care solutions globally.

Key Takeaways PacBio launched expanded PureTarget panels to enter the high-throughput carrier screening market.The kits consolidate fragmented assays into one test, scaling up to 100,000 samples yearly on Revio.PureTarget panels come in flexible kit formats, tailored for reproductive health and neurological needs.
PacBio (PACB - Free Report) announced last week its entry into the high-throughput carrier screening market with an expanded PureTarget portfolio powered by its HiFi sequencing technology. The new offering replaces the need for multiple specialized assays by consolidating them into a single scalable test.

As labs and health systems worldwide ramp up their genetic screening programs, PacBio’s solution arrives at a timely moment. The updated PureTarget panels, available in flexible kit formats, enable the throughput of up to 100,000 samples annually on a single Revio system—making them well-suited for a range of applications, from clinical programs to national-scale initiatives. This positions PacBio to capture growing demand in reproductive health and population screening while driving efficiencies and profitability for laboratories.

More on PACB’s Expanded PureTarget PortfolioPacBio’s expanded PureTarget portfolio is designed to address one of the biggest bottlenecks in genetic screening: the need for multiple fragmented tests to analyze difficult hereditary genes. By leveraging the accuracy of HiFi sequencing, the new kits consolidate these workflows into a single streamlined assay that can cover all challenging tier 3 genes identified by the American College of Medical Genetics.

Historically, conditions like fragile X syndrome, spinal muscular atrophy and Friedreich Ataxia required different technologies and specialized workflows, driving up costs and slowing adoption. With PureTarget, labs can now scale up to 100,000 samples a year on a single Revio system, offering unmatched efficiency at a time when research shows 71 percent of individuals carry at least one pathogenic variant. This combination of accuracy and scale creates a compelling case for widespread adoption in both clinical and population screening programs.

The commercial opportunity is equally important. Carrier screening is expanding rapidly across commercial labs, health systems, and government-backed initiatives worldwide. PacBio’s PureTarget panels are available in 24 and 96-sample kit formats, with configurations tailored to reproductive health, neurological disease repeats expansions and custom validation needs. This flexibility enables laboratories to run high-throughput programs profitably within existing reimbursement structures, while also enhancing the quality of clinical outcomes through improved sensitivity and specificity.

The expanded PureTarget suite highlights PacBio’s ability to transform complex genomic testing into a scalable, revenue-generating platform with clear demand drivers across reproductive health and large-scale population screening.

Industry Prospects Favoring PACBPer a report by Grand View Research, the global carrier screening market size was valued at $1.2 billion in 2022 and is expected to expand at a CAGR of 12.4% from 2023 to 2030.

Growing government and private sector investment to meet the rising demand for genetic testing is set to drive market expansion. The push toward more cost-efficient technologies for carrier screening is emerging as a major catalyst, while the steady introduction of innovative tests aimed at improving diagnosis and treatment continues to strengthen the industry’s momentum.

Latest Updates From PACB’s PeersPACB competes with several leading genomics companies advancing next-generation sequencing and genetic testing solutions. Here’s a look at the latest developments from some of PacBio’s key peers:

Illumina (ILMN - Free Report) rolled out Illumina Protein Prep, an NGS-based proteomics assay capable of measuring 9,500 unique human proteins, earlier this month, bringing proteomic insight into large-scale genomics studies. Illumina has also deepened its partnerships in oncology, planning companion diagnostic programs tied to KRAS biomarkers with pharma collaborators.

That said, in early 2025, Illumina got a setback when China imposed a ban on imports of its sequencing instruments, prompting revisions to its outlook and cost-cutting measures to manage the impact. Through these moves, Illumina is expanding into multi-omics while navigating regulatory headwinds, demonstrating both ambition and the kind of risk exposure that investors will closely monitor.

Thermo Fisher Scientific (TMO - Free Report) introduced the MagMAX HMW DNA Kit last month, engineered to extract high-molecular-weight DNA fragments (>100 kb) in under two hours, streamlining upstream sample prep for long-read sequencing workflows. This launch underscores Thermo Fisher’s commitment to supporting the adoption of next-generation sequencing across research labs and clinical centers by addressing historical bottlenecks in DNA quality and throughput.

Meanwhile, at ASCO 2025, Thermo Fisher and its partners presented new data on homologous recombination deficiency assays and combined genomic profiling of cfDNA/ctDNA—reinforcing Thermo Fisher’s commitment to driving precision oncology applications. For investors, Thermo Fisher is clearly investing in bridging the gap between sample prep, sequencing and clinical translation—positioning itself as a comprehensive enabler in the genomics stack.

QIAGEN (QGEN - Free Report) has been actively expanding its NGS and molecular diagnostics footprint in 2025. In July, QGEN launched the QIAseq xHYB Long Read Panels, providing users with hybrid capture options optimized for long-read sequencing platforms, targeting complex regions, structural variants, HLA typing, and repeat expansions. That move signals QGEN’s pivot to supporting both short- and long-read workflows more flexibly.

Earlier in April, QGEN also expanded its cancer genomic profiling suite with new DNA/RNA panels and enhanced tools for QC in cell and gene therapy workflows via its QIAcuity assays. More recently, in May 2025, QGEN acquired Genoox, an AI-powered genomic interpretation software company, to integrate its technology into the Clinical Insight (QCI) and analysis platforms—boosting its end-to-end value proposition in variant interpretation. For investors, QGEN is working to cement its role not just in sample prep and enrichment but increasingly in the analytics and bioinformatics layer of genomics.