Bio-Techne rozšířila portfolio R&D Systems AI-Engineered Designer Protein o nové teplotně stabilní a hyperaktivní proteiny pro lepší reprodukovatelnost a škálovatelnost buněčné terapie a kultivace buněk.
Advancing Scalable Reproducible Cell Therapy and Advanced Cell Culture Workflows
New heat-stable and hyperactive proteins across the fibroblast growth factor and interleukin cytokine families expand the R&D Systems™ AI-Engineered Designer Protein portfolio AI-guided protein design supports improved consistency, performance and scalability in complex cell culture workflows Engineered signaling proteins help address key challenges in scaling cell therapy from discovery through manufacturing , /PRNewswire/ -- Bio-Techne Corporation (NASDAQ: TECH), a global provider of life science tools, reagents, and diagnostic products, today announced the launch of new additions to its R&D Systems™ AI-Engineered Designer Protein portfolio, designed to improve reproducibility and performance across advanced cell culture and cell therapy development workflows.
The R&D Systems AI-Engineered Designer Protein platform enables the design and creation of new protein-based solutions to help researchers overcome current variability and scalability challenges in advanced cell culture by improving the stability and activity of critical reagents.
By improving protein performance characteristics such as heat stability, activity, and solubility, Bio-Techne helps researchers achieve consistent results and scalable workflows from discovery through therapeutic development. These improvements are critical as cell therapies and organoid systems move toward clinical and commercial scale, where minor variations in cell signaling inputs can significantly impact outcomes.
These additions build on Bio-Techne's strategy to develop a comprehensive portfolio of next-generation signaling technologies, following an earlier expansion of the R&D Systems AI-Engineered Design Protein portfolio. Together, these innovations, including hyperactive cytokines, heat-stable growth factors, and signaling pathway agonists, support stem cell culture, organoid development, and regenerative medicine workflows by enabling more controlled, reproducible systems across the continuum from basic research through process development and scaled-up manufacturing.
Early adopters of R&D Systems AI-Engineered Designer Proteins are already seeing measurable gains in cell expansion and overall workflow performance across demanding applications:
"Many patient-derived Tumor-Infiltrating Lymphocytes (TIL) samples fail during initial outgrowth due to insufficient cell expansion," said Dr Branden Moriarity, Associate Professor in the Division of Pediatric Hematology/Oncology, University of Minnesota. "IL-2 Heat Stable Agonist Protein provides a promising proliferation advantage to TIL samples and also provides clear operational advantages that would reduce the cost of goods for TIL therapies."
This real-world feedback underscores the broader potential of the R&D Systems AI-Engineered Designer Protein platform. With its latest expansion to include additional cytokines and growth factors, the platform is designed to enable more consistent, scalable, and cost-efficient advanced cell culture workflows.
"As cell therapy advances from early research into clinical and commercial manufacturing, achieving consistency, robustness, and scalability across increasingly complex workflows is critical," said Will Geist, President of Bio-Techne's Protein Science Segment. "Our AI-Engineered Designer Proteins are designed to overcome these challenges by delivering enhanced stability, activity, and performance—enabling more reproducible results and supporting seamless scale-up from discovery through production."
The newly launched proteins include:
FGF-4 Heat Stable – Designed to support pluripotent stem cell maintenance, embryonic development research, and differentiation workflows requiring sustained growth factor activity. FGF-7 Heat Stable – Engineered to support epithelial and tissue regeneration workflows, including advanced 3D culture systems and organoid expansion that require sustained stability at elevated temperatures. FGF-8b Heat Stable – Optimized for developmental biology, organoid modeling, and regenerative medicine applications where precise morphogenic signaling is critical. IL-3 Heat Stable – Designed to support hematopoietic stem and progenitor cell expansion and differentiation across early-stage and lineage-committed cell populations requiring sustained cytokine stability in culture. IL-15 Hyperactive – Engineered to drive increased expansion of NK cells and T cells, supporting cell therapy workflows and immunotherapy research, where enhanced signaling strength and persistence are vital. The expansion of the AI-Engineered Designer Protein portfolio reinforces Bio-Techne's leadership in developing high-performance signaling molecules for advanced biological systems. These innovations support organoid culture, stem cell differentiation, and cell therapy manufacturing; areas where reproducible scale-up from discovery to production is increasingly a requirement for success.
For more information about the AI-Engineered Designer Protein portfolio, visit the R&D Systems website.
ABOUT BIO-TECHNE
Bio-Techne Corporation (NASDAQ: TECH) is a global life sciences company headquartered in Minnesota, celebrating 50 years of empowering scientific and diagnostic communities to reach better answers. The company provides high-quality reagents, analytical instruments, and precision diagnostics. Its portfolio is organized into three customer-focused brands: R&D Systems™, Bio-Techne Spatial™, and Bio-Techne Diagnostics™, reflecting the scientific journey from discovery to translational research to clinical decision-making. Bio-Techne operates in 34 locations worldwide and employs more than 3000 people. In fiscal year 2025, the company generated over $1.2 billion in net sales. Its more than 500,000 products are used globally by academic researchers, biopharmaceutical and biotechnology companies, and clinical diagnostic laboratories.
For more information on Bio-Techne and its brands, please visit www.bio-techne.com or follow the company on social media at LinkedIn and X.
MEDIA CONTACTS:
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JPMorgan zvýšila cílovou cenu pro Apple na 345 USD z 325 USD a zopakovala doporučení Buy, protože vyšší ceny Maců a iPadů podle ní poptávku výrazně neoslabí.
Recent price increases for Apple's Mac and iPad devices and any potential hikes in iPhone prices are unlikely to significantly dampen consumer demand, according to JPMorgan, which has raised its price target on the iPhone maker and reiterated its Buy rating.
Analyst Samik Chatterjee said several positive catalysts could help Apple's revenue and earnings outperform current market expectations.
JPMorgan raised its price target on the stock to $345 from $325, implying roughly 11% upside from Tuesday's closing price.
According to JPMorgan, Apple's pricing history across its major product categories indicates only a limited relationship between higher prices and shipment volumes over the years.
The brokerage said Mac computers appear to be the most insulated from pricing changes, supported by a wider range of price points as well as growing demand driven by artificial intelligence-enabled features.
The entry-level iPhone and iPad segments are more sensitive to higher prices, JPMorgan acknowledged.
However, it believes any resulting weakness would create only "modest revenue headwinds" when viewed alongside continued demand for Apple's premium devices.
Apple increased prices across several Mac and iPad models last month by between $100 and $300 after soaring memory chip costs pushed up manufacturing expenses.
The company did not raise prices for iPhones.
The stock initially declined following the announcement but has since recovered strongly, gaining more than 10% over the past five trading sessions.
Wall Street remains optimisticJPMorgan's bullish outlook follows renewed optimism from other analysts.
Last week, Bank of America analyst Wamsi Mohan maintained a Buy rating and a $380 price target on Apple, citing stronger-than-expected App Store revenue growth and continued expansion of its high-margin services business.
Mohan expects services revenue to grow 14% year over year in Apple's fiscal third quarter and believes the company's investments in edge AI and its redesigned Siri architecture could create meaningful monetisation opportunities over time.
Together, the positive analyst commentary has helped improve sentiment around Apple's shares after a relatively subdued start to the year.
In other news, to solve its memory cost woes, the company has begun testing DRAM memory chips produced by China's state-backed ChangXin Memory Technologies (CXMT) for devices sold within China while also lobbying the US government for permission to expand the use of the supplier's products, according to a Financial Times report.
CXMT has emerged as the world's fourth-largest producer of DRAM chips, which are widely used in smartphones, personal computers, and servers.
While the company's manufacturing capacity continues to expand, analysts do not expect it to flood the market immediately.
Ray Wang, a memory analyst at SemiAnalysis, told the Financial Times that much of CXMT's production has already been committed to customers.
Nevertheless, the industry remains wary that China's state-backed investment strategy could eventually mirror what occurred in sectors such as solar panels and electric vehicles, where rapid capacity expansion ultimately drove down prices and pressured international competitors.
AAPL is simultaneously preparing what could become its broadest iPhone lineup in years.
According to supply-chain reports cited by Nikkei Asia, the company plans to launch at least five new iPhone models between the second half of 2026 and early 2027, including its first foldable smartphone.
Apple has reportedly increased planned production of the foldable device to around 10 million units from earlier estimates of 7 million to 8 million units.
The handset is expected to carry a price tag of roughly $2,500.
According to The Motley Fool, selling 10 million foldable iPhones at that price would generate approximately $25 billion in annual revenue, representing a meaningful contribution to Apple's flagship product business, although most of that benefit is expected to materialise during fiscal 2027 rather than this year.
The publication said Apple's strategy extends beyond simply introducing a new premium device.
"Put those pieces together, and the foldable looks less like a blockbuster and more like a halo. It probably won't add much to any single quarter's revenue on its own. What it can do, however, is reset the ceiling on iPhone prices, pulling some upgraders into a pricier tier. In a maturing smartphone market, defending the high end while broadening the lineup to reach more price points could be a serious lever," it said.
JPMorgan považuje možnou fúzi Tesla a SpaceX za strategicky smysluplnou, ale kvůli regulačním a jurisdikčním překážkám, zejména v Číně, ponechává u TSLA doporučení Hold. Wall Street má na Tesla stále také konsenzus Hold.
Tesla stock NASDAQ:TSLA remained under pressure as Wall Street debated whether a future tie-up with SpaceX could reshape the company’s valuation story.
TSLA closed around $402.90, down over 4% on Tuesday and was red in pre-market trading on Wednesday.
The downward push came despite recent delivery data improving sentiment around the electric-vehicle maker.
The new debate is bigger than cars.
After SpaceX’s record $75 billion IPO at a $1.77 trillion valuation, investors are asking whether Elon Musk’s companies could eventually be folded into one broader AI, robotics, energy, transport and space platform.
JPMorgan is not dismissing the Tesla-SpaceX merger idea, but the firm is also not treating the possibility as a simple reason to buy Tesla stock.
JPMorgan analyst Rajat Gupta said a combination would be “strategically coherent on paper.”
The logic is easy to understand as Tesla brings electric vehicles, batteries, autonomy software and robotics.
SpaceX brings launch systems, Starlink, satellite infrastructure, space-based AI ambitions and deep government-linked aerospace capabilities.
Together, they would look less like two separate Musk companies and more like a single industrial technology platform.
The problem comes at execution stage as Gupta flagged substantial regulatory and jurisdictional hurdles, with China standing out as a key complication.
Tesla has major manufacturing and sales exposure in China, while SpaceX operates in sensitive areas such as satellites, defence-linked infrastructure and space communications.
That mix could make approvals politically difficult.
That is why the JPMorgan note reads more like an “interesting thesis” than a clean buy signal.
Gupta kept a Hold rating on Tesla, while Wall Street’s broader view also remains cautious, with a Hold consensus and an average price target of $399.71, slightly below recent trading levels.
The JPMorgan call gives bulls a new story to trade, but it also gives sceptics a fresh reason to worry about governance, regulation and execution risk.
RBC Capital Markets is taking a more constructive view.
RBC analyst Tom Narayan raised his Tesla price target to $500, incorporating a 25%-30% premium to current trading levels based on a potential SpaceX acquisition scenario.
Narayan’s argument is that closer collaboration between the two companies could unlock value across compute hardware, energy storage, AI training and large-scale infrastructure.
That gives investors a clear bull-versus-cautious split. RBC sees a possible valuation unlock, while JPMorgan sees strategic coherence, but also major complexity.
The analyst's logic may support the long-term “Musk ecosystem” bull case, but it clearly does not settle the buy-now debate.
For TSLA to look more compelling in July, investors need confirmation from Q2 earnings that Tesla’s core business, energy segment and AI ambitions are strengthening, not just another speculative merger angle.
Amazon vyvíjí nový projekt Alexa s kódovým označením Moonraker, který má zvládat složitější vícekrokové úkoly. Interní dokumenty jej označují za nejdražší novou iniciativu Alexa+, s odhadovanými náklady na GPU přes 100 milionů USD v roce 2026.
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Panos Panay, Amazon's SVP of devices and services Bloomberg/Getty Images Amazon's next Alexa AI upgrade may be able to handle more complex tasks. Getting there is expensive, though.
Internal planning documents reviewed by Business Insider show Amazon is working on a previously unreported Alexa project, codenamed Moonraker, to handle more complex, multistep tasks for users.
Moonraker pushes Alexa into the AI agent race. Alexa+, its AI-powered assistant, already lets users book rides or buy tickets through partners such as Uber and Ticketmaster. Moonraker would take that a step further by completing multiple actions from a single request.
The project also highlights the steep cost of building more capable AI. Internal documents show Moonraker quickly became one of the most expensive parts of Amazon's latest Alexa+ overhaul.
Amazon has been working through several Alexa+ growing pains. The company delayed the assistant's rollout multiple times before expanding availability in the US earlier this year. Business Insider previously reported that internal beta testing uncovered problems, such as hallucinations and inconsistent responses, with one employee saying Alexa mistakenly turned off a fish tank filter, killing their fish.
Despite these challenges, Amazon remains committed to expanding Alexa+. In his latest annual shareholder letter, CEO Andy Jassy said customers are talking to Alexa+ twice as much and placing online orders three times more often than before, adding that "Alexa is still early in its journey to be the world's best personal assistant." Amazon declined to comment.
Multiple requestsThe documents describe Moonraker as enabling "multi-request" engagements, offering examples such as "book me a ride and text my friend."
Rather than responding to a single command, the upgrade is designed to help Alexa complete several related actions within one interaction.
It's a move that mirrors other companies, such as OpenAI, Google, and Anthropic, that have introduced agentic AI products that can browse the web and complete multistep workflows.
"Highest cost" new initiativeMoonraker's ambitions, however, come with a hefty price tag.
One planning document from earlier this year called it Alexa+'s "highest cost" new initiative, projecting more than $100 million in GPU costs in 2026. The document suggested delaying or scaling back the project as one way to ease cost pressures.
Some Amazon leaders feel the team has overspent on the AI models powering Alexa, and the cost of running those models has become a growing internal concern, according to a person familiar with the matter. The pressure reflects a broader reckoning across Silicon Valley as companies grapple with the rising cost of deploying advanced AI systems.
Separate planning documents from late last year show Amazon preparing hundreds of Nvidia GPUs to support Moonraker and using an Anthropic Sonnet model for advanced reasoning and visual response functions as engineers tested the system ahead of a wider rollout.
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Eugene is Business Insider’s Chief Tech Correspondent, where he leads coverage of Amazon. His reporting spans the company’s retail operations, AWS, Alexa, and its secretive internal work culture.Previously, he worked at CNBC, Fortune Magazine Korea, and Japan's Yomiuri Shimbun. He holds degrees from NYU and Columbia University’s Graduate School of Journalism.In 2022, Eugene broke a story uncovering Amazon’s practice of deceptively enrolling customers in Prime and deliberately making cancellation difficult. A year later, the Federal Trade Commission sued the company, citing his reporting. That case culminated in a record $2.5 billion settlement in 2025.His reporting has earned multiple honors, including the SF Press Club’s Bay Area Journalism Award and SPJ NorCal’s Excellence in Journalism Award.Eugene lives in the Bay Area. Contact him via email at [email protected], or Signal, Telegram, or WhatsApp at 650-942-3061. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely. ExpertiseAmazon, Jeff Bezos, Andy Jassy, e-commerce, and cloud computing.Popular ArticlesAmazon:Internal Amazon emails give an exclusive look at how CEO Andy Jassy has started to run the company, with obsessive attention to the retail business and what some employees feel is micromanagingAndy Jassy will be the next CEO of Amazon. Insiders dish on what it's like to work for Jeff Bezos' successor, who built AWS into a $40 billion business.Internal documents show Amazon has for years knowingly tricked people into signing up for Prime subscriptions. 'We have been deliberately confusing,' former employee says.Inside Amazon's flailing brick-and-mortar ambitions: missed projections, pressure to cut costs, and a war with Whole FoodsInside Amazon's complex employee-review system, where workers feel left in the dark and managers expect to give 5% of reports bad reviewsAfter 28 years, 'Day 2' finally arrives at AmazonAWS, Alexa, healthcare:Inside Amazon's struggle to break into the lucrative market for SaaS business applications, including an internal pitch to buy $38 billion HubSpotInside Amazon's struggle to crack Nvidia's AI-chip dominanceAmazon's AI data center dream runs into the reality of 'zombie' facilities, higher costs, and labor shortagesAmazon is gutting its voice assistant, Alexa. Employees describe a division in crisis and huge losses on 'a wasted opportunity.'Amazon is working on a new 'Remarkable Alexa,' but internal politics and technical issues plague the projectAmazon projected huge losses from its healthcare business in 2024, but strong sales growth, internal document reveals
Amazon Artificial Intelligence AWS More Generative AI Exclusive Alexa OpenAI Google Anthropic Chatbots
EOG Resources byla povýšena na koupit, protože ocenění akcií podle autora nabízí výraznou bezpečnostní rezervu. Firma navíc v 1. čtvrtletí zvýšila tržby o 22 % a vytvořila 1,49 mld. USD volného peněžního toku.
SummaryEOG Resources is upgraded to buy, as the current valuation offers a solid margin of safety amid strong financial health and operational excellence.EOG delivered robust Q1 results, with revenue up 22%, well cost reductions, and $1.49B in free cash flow, supporting solid dividends and buybacks.Despite macro risks and commodity price volatility, EOG's balance sheet strength, disciplined capital allocation, and accretive M&A potential position it for resilience.Current levels indicate a significant margin of safety already priced in, which may still be hard to justify given the company's quality despite macro pressure. mustafaU/iStock via Getty Images
Introduction Back when I last covered EOG Resources (EOG), I downgraded it to a Hold, highlighting how the valuation seemed fair while the macro risks were rising.
With the stock down about 5.5% more than three
3.19K Followers
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 EOG 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.
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.
Home BancShares, Inc. (NYSE:HOMB) will release its second quarter earnings report after the closing bell on Wednesday, July 15.
Analysts expect the Conway, Arkansas-based company to report quarterly earnings of 61 cents per share, up from 58 cents per share in the year-ago period. The consensus estimate for Home BancShares’ quarterly revenue is $289.22 million. It reported $273.56 million last year, according to Benzinga Pro.
On April 22, Home BancShares declared a regular quarterly cash dividend of 21 cents per share.
Home BancShares shares fell 0.3% to close at $28.66 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying HOMB stock? Here’s what analysts think:
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Apple has begun testing DRAM chips from China's state-backed ChangXin Memory Technologies for devices sold within China and is lobbying the U.S government to permit broader use of CXMT's products, the Financial Times reported on Wednesday, citing people familiar with the matter.
The company's decision comes as its involvement with Chinese suppliers becomes a sensitive geopolitical issue amid growing U.S. efforts to contain China's tech ambitions.
CXMT is poised to become central to Beijing's efforts to build a self-sufficient AI supply chain and is expected to become one of the most profitable technology companies to list in Shanghai, the FT said. It reportedly plans to raise at least 29.5 billion yuan ($4.3 billion) in an upcoming IPO.
In 2022, Apple faced significant pushback from U.S. policymakers including then-Senator Marco Rubio, who is now Secretary of State, after exploring the use of Chinese memory suppliers, the FT reported. At least 15 state-owned shareholders collectively hold 36% of CXMT, the report said, adding that many of its private funds also have backing from state-owned limited partners.
CXMT is currently the world's fourth-largest producer of DRAM, a memory chip used in a wide variety of products ranging from smartphones to servers, the report said. Its market share is expected to rise to 15% by 2028 from roughly 11% last year, as new production lines come online in the Chinese cities of Hefei, Shanghai and Beijing, the report showed, citing data from SemiAnalysis.
Its main global peers in DRAM include Samsung Electronics, SK Hynix, and Micron Technology.
While CXMT's capacity is expanding, it is unlikely to immediately flood the market with cheap chips, as its output is largely pre-committed, Ray Wang, a memory analyst at SemiAnalysis, told the FT.
Nevertheless, the industry fears a long-term repeat of patterns seen in sectors like solar panels and electric vehicles, where state-backed capacity expansion ultimately led to falling global prices and squeezed foreign rivals, the report said.
Reuters previously reported that the U.S. has held off on adding CXMT, AI startup DeepSeek, and over 100 other companies to its trade blacklist, despite them being flagged as national security risks, as the Trump administration seeks to avoid escalating tensions with Beijing.
Apple and CXMT did not immediately respond to CNBC's requests for comment.
Akcie Netflixu minulý měsíc oslabily o 17 %, protože investory znepokojilo zpomalování růstu počtu předplatitelů na klíčových trzích. Firma zároveň čelila spekulacím o akvizicích Roku a Lionsgate, které sama popřela.
Shares of Netflix (NFLX +0.31%) were drifting lower last month, continuing a broader pullback this year.
While there was no major news out on the leading streamer, skepticism about its business strategy at a time when its core markets are maturing seemed to push the stock lower.
Semafor reported that the company had bid on Roku, which agreed to be acquired by Fox, and that it was interested in buying Lionsgate, following Warner Bros. Discovery's decision to sell itself to Paramount Skydance instead of Netflix.
Additionally, Reed Hastings, the co-founder and longtime CEO of the company, stepped down from the board at the beginning of the month. Hastings had announced that decision in April, but his departure may have influenced some investors, as he now has no official role in the company.
According to data from S&P Global Market Intelligence, the stock lost 17% last month. As you can see from the chart below, the stock was heading lower over most of the month.
NFLX data by YCharts
What happened with Netflix last month Netflix kicked off the month by naming Jay Hoag as its new Chairman of the Board, replacing Reed Hastings. Hoag had been the board's lead independent director since 2012 and Netflix will no longer have a separate lead independent director, as Hoag is not an executive with the company.
After the Roku-Fox deal was announced, Semafor reported that Netflix had bid on Roku, though Netflix denied both making a formal bid for the streaming platform and that it was interest in acquiring Lionsgate, which seemed to represent table scraps after losing out on WBD.
Still, the Semafor report pushed the stock lower as it indicated that the company is searching for its next growth leg as subscriber growth slows in core markets like North America.
Other reports weighing on the stock included Meta Platforms' plans to expand Instagram TV and research firm M Science's noting that the company is on track for its weakest global net subscriber additions since 2022 in the second quarter.
Image source: Netflix.
What's next for Netflix Netflix is now down more than 40% from its peak about a year ago, even though the business continues to deliver solid results.
Its valuation may have been inflated at the peak, but the stock looks like a good buy now at a price-to-earnings ratio around 30, excluding the $2.8 billion it received from WBD's breakup fee.
Slowing subscriber growth could present a challenge, but we'll learn more when the streaming stock reports second-quarter earnings next Thursday. Analysts are expecting revenue to grow 13.6% to $12.6 billion in the quarter and for earnings per share to improve from $0.72 to $0.79.
Jeremy Bowman has positions in Meta Platforms, Netflix, and Roku. The Motley Fool has positions in and recommends Meta Platforms, Netflix, Roku, and Warner Bros. Discovery. The Motley Fool has a disclosure policy.
Rubrik byla povýšena na buy díky rozšiřujícímu se trhu, silné ziskovosti a řešením kyberbezpečnosti s využitím AI. Ve 1. čtvrtletí tržby meziročně vzrostly o 39 % a hrubá marže se zlepšila na 83 %.
SummaryRubrik is upgraded to a buy, reflecting expanding market opportunity, robust profitability, and differentiated agentic AI cybersecurity solutions.Q1 revenues grew 39% YoY, with normalized growth at 43%, strong gross margin expansion to 83%, and NRR at 120%.FY2027 guidance shows decelerating top-line growth but improving profitability, with ARR contribution margin projected to rise from 12% to 14%.Valuation at 11x forward P/S is now reasonable, supporting long-term upside as RBRK integrates with leading AI platforms. J Studios/DigitalVision via Getty Images
Introduction A little less than a year ago, I initiated coverage on Rubrik, Inc. (RBRK) with a hold rating. While it was clear that the company offered truly innovative cybersecurity solutions, I viewed the valuation as too steep. Hence, my cautiousness. After that
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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.
Meta Platforms v červnu klesla o 11 % kvůli obavám z vysokých výdajů na AI, možného vydání nových akcií a absence cloudového byznysu. Firma letos plánuje kapitálové výdaje ve výši 125 až 145 miliard USD.
Shares of Meta Platforms (META +2.59%) were heading lower last month as a slew of concerns mounted for the social media giant. Among those were layoffs, overspending on AI and capital expenditures, and a lack of direction in artificial intelligence, as the company has struggled to develop a meaningful revenue stream beyond advertising.
The stock also fell on a report that it would sell new shares to fund its AI ambitions. By the end of the month, shares had given up 11%, according to data from S&P Global Market Intelligence.
As you can see from the chart below, the stock fell steadily throughout the month.
META data by YCharts
Why is Meta sliding? Meta is the only one of the four hyperscalers, which includes Amazon, Microsoft, and Alphabet, to not have its own cloud computing business, though a report broke in July that said it would launch one.
The lack of cloud computing business makes its plans to spend a $125 billion-$145 billion on capital expenditures this year especially risky, and the stock paid the price for it last month.
On June 5, the stock fell 6% after Financial Times reported that the company had been considering raising tens of billions of dollars in a stock offering to support its AI-related spending. The sell-off is understandable as Meta is burning approximately $20 billion a year on Reality Labs, its division that supports its AI projects, and investors have yet to see a return on that investment.
As evidence of the ongoing backlash against social media, the U.K. banned social media for children under 16, which could add to calls for other companies to do the same.
Meanwhile, other reports indicated that morale was low at the company following several rounds of layoffs and after CTO Andrew Bosworth told Wired that its AI reorganization was "atrocious." The head of product for "AI for Work" also said she was leaving the company shortly after being named to the position.
Image source: The Motley Fool.
What's next for Meta The stock popped on July 1 after Bloomberg reported that the company was planning to launch its own cloud computing business, news that came weeks after CEO Mark Zuckerberg said that the idea was "definitely on the table."
Following the stock's sell-off in recent months, Meta stock looks cheap, trading at a price-to-earnings ratio of just around 24 after adjusting for a one-time tax gain in the first quarter.
That looks like a great price to pay for a company that just grew revenue by 33%, but Meta will have to convince investors it's spending its capex dollars wisely in order to unlock the stock's potential.
Jeremy Bowman has positions in Amazon and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
MYR Group v 1. čtvrtletí zvýšila tržby na 1 miliardu USD, což je meziročně o 20 % více, a EPS vyskočil o 106 % na 2,99 USD. Backlog dosáhl rekordních 2,84 miliardy USD.
Mid-cap stocks MYR Group (MYRG 5.06%) and VSE Corporation (VSEC 7.12%) operate in completely different industrial sectors, with MYR Group focusing on electrical contracting and VSE on aviation aftermarket services.
However, they are fundamentally cut from the same cloth, as they rely heavily on recurring, non-discretionary service revenue. Utilities must maintain the grid, and that's where MYR comes in. Planes must be serviced to remain airworthy, which is how VSE generates income.
As of July 6, VSE's shares are up more than 38% this year, and MYR's shares are up more than 102%. Here are three reasons why I still like each of these pick-and-shovel stocks.
Image source: Getty Images.
MYR Group benefits from the data center supercycle The company is well-positioned for the massive multi-year build-out of data centers, renewable energy integration, and electric vehicle (EV) charging infrastructure. Because its commercial and industrial (C&I) segment specializes in complex electrical contracting, it is seeing intense demand from tech companies expanding their artificial intelligence (AI) infrastructure. Additionally, utility companies face a multi-decade grid modernization cycle to handle higher power loads and connect new clean energy sources, giving MYR Group a structural tailwind that isn't reliant on normal economic cycles.
Today's Change
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Current Price
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420.33
Double-digit revenue and earnings growth MYR Group's execution is translating into rapid earnings growth. In the first quarter, revenue was reported as $1 billion, up 20% year over year, led by strong growth from its transmission and distribution segment. Earnings per share (EPS) jumped 106% over the same period last year to $2.99. Consolidated gross margins expanded to 13.4% (up from 11.6% the prior year), fueled by excellent productivity, favorable project closeouts, and shifting to higher-margin project mixes.
Record backlog for MYR and expansion MYR Group provides incredible long-term revenue visibility. It ended Q1 with a record backlog of $2.84 billion (up nearly 8% year over year). To capitalize on this pipeline, the company is aggressively expanding via acquisition. In May, MYR entered a definitive agreement to acquire Valley Electric and Comet Electric for $328 million. This strategic move heavily scales its C&I presence in the Western United States, giving it immediate local market share to capture sweeping infrastructure projects across the coast.
VSE's acquisitions should drive growth In May, VSE closed a $2 billion acquisition of Precision Aviation Group. This deal is a game changer that dramatically expands VSE's global footprint, scaling its maintenance, repair, and overhaul (MRO) capabilities to 61 locations across eight countries. The business is expected to be immediately accretive to VSE's adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin.
In April, VSE bought NorthStar Technologies, a provider of MRO and third-party logistics services supporting the engine aftermarket. NorthStar specializes in teardown, kitting, and other labor- and technically intensive services across multiple engine platforms. The acquisition enhances VSE's position within original equipment manufacturer (OEM) aftermarket supply chains.
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VSE is seeing strong earnings growth Thanks to massive demand in commercial engine aftermarket sales and exclusive long-term OEM distribution agreements, VSE is seeing strong revenue and earnings growth.
In Q1, it reported revenue of $324.6 million, up 26.8% year over year, and earnings per share (EPS) of $1.04, up 55.2% over the same period a year ago. The company's recent acquisitions led VSE to boost its yearly forecast. It now expects full-year revenue to grow from 57% to 61%, compared to earlier guidance of 19% to 23%. It also increased its estimated adjusted EBITDA to 18.1% to 18.5%, up from earlier estimates of 16.8% to 17.3%.
A highly resilient business mix insulated from macro risks VSE operates in a strategic sweet spot within the aviation aftermarket. Roughly 48% of its exposure is in business jets and general aviation, with about a 50% focus specifically on engine components. This mix makes VSE highly resilient to macroeconomic headwinds, such as fluctuating commercial airline demand, fuel price spikes, or geopolitical conflicts.
John Cuomo, VSE's president and CEO, said that as it integrates Precision Aviation Group and realizes cost synergies, the company is targeting long-term adjusted EBITDA margins of more than 20%. This means that the company is becoming substantially more profitable as it scales.
The rewards outweigh their risks MYR's biggest concern is its exposure to fixed-price contracts, particularly in its C&I business. However, despite the fixed-price nature of its backlog, consolidated gross margins recently expanded to a record 13.4% as the company shifts away from low-margin clean energy projects toward high-margin data center and grid modernization infrastructure.
VSE's big concern is that it took on substantial debt to purchase Precision Aviation Group. If integrating that business hits operational bottlenecks, cost overruns, or corporate friction, it could delay the synergy timeline and pinch near-term cash flows. However, Precision Aviation brings highly predictable, immediately cash-accretive cash flows, which should enable VSE to quickly pay down its debt.
Dhivya Suryadevara rezignovala na post prezidentky Fiserv v úterý 7. července s odkazem na klauzuli „good reason“ v nabídce. Ve firmě zůstane jako neexekutivní zaměstnanec do 31. července kvůli hladkému předání.
Dhivya Suryadevara resigned as president of Fiserv on Tuesday (July 7), the company said in a filing with the Securities and Exchange Commission (SEC).
Suryadevara resigned for “good reason” under her offer letter, her resignation is effective Tuesday, and she will remain a non-executive officer employee through July 31 to enable an orderly transition of her duties, according to the filing.
According to the offer letter dated Aug. 28, 2025, and included in Fiserv’s Annual Report on Form 10-K for the year ended Dec. 31, 2025, “good reason” events include a material reduction in base salary or annual incentive compensation target, a material adverse change to duties or responsibilities, or a change to the company’s CEO.
Fiserv announced June 15 that Mike Lyons stepped down as CEO and member of the board of directors to become CEO of Truist. The company also said it appointed Takis Georgakopoulos, who was its co-president leading Technology and Merchant Solutions, as CEO and as a member of the board of directors, effective June 15.
About eight months earlier, the company announced in an October press release that Georgakopoulos and Suryadevara would serve as co-presidents, effective Dec. 1, 2025, with Suryadevara serving as the head of Financial Solutions, Sales and Operations.
Suryadevara joined Fiserv at that time. Immediately prior to that, Suryadevara served as CEO of Optum Financial and Optum Insight at UnitedHealth Group.
When Suryadevara discussed artificial intelligence and banks with PYMNTS CEO Karen Webster in June, PYMNTS reported that Suryadevara also held senior leadership roles at Stripe and General Motors before joining UnitedHealth Group and then Fiserv.
Fiserv also announced in its Tuesday filing with the SEC that it appointed Andrew Gelb and Srini Krish as interim leaders of the company’s Financial Solutions business, effective immediately.
Gelb joined Fiserv in 2014 and is the company’s executive vice president and chief operating officer, Financial Solutions. Krish joined Fiserv in 2014 and is the company’s head of technology and operations, Financial Solutions.
When announcing Lyons’ departure in a June 15 press release, Fiserv said that it reaffirmed the outlook for the full year 2026 that it provided on May 5. The outlook called for organic revenue growth of 1% to 3% and adjusted earnings per share of $8 to $8.30 for 2026.
Netflix zveřejní výsledky za 2. čtvrtletí 16. července, zatímco akcie jsou asi 42 % pod historickým maximem. Firma dál roste: v 1. čtvrtletí tržby vzrostly o 16 % na 12,25 miliardy USD.
Netflix (NFLX +0.31%) reports second-quarter results on July 16, and it does so from an unusual spot: the business keeps growing, yet the stock has been sliding for a year. Shares trade around $76 as of this writing, down about 42% from the high of $130.23 they set last summer -- even as revenue, profits, and the company's nascent advertising arm all keep climbing. With the report just over a week away, is this a good time to buy the stock?
Let me walk through what the quarter needs to show, and whether the discounted price is worth the risk of another slide.
Image source: The Motley Fool.
A business that keeps growing Netflix's problem, if you can call it that, isn't the business. In the first quarter of 2026, revenue rose 16% year over year to $12.25 billion, helped by membership growth, a price increase, and a fast-growing advertising business. Its operating margin, meanwhile, widened to 32.3% from 31.7% in the same quarter a year ago. The company has stopped disclosing subscriber counts every quarter, but it topped 325 million paid memberships and is now entertaining an audience approaching 1 billion people.
The streaming service's advertising arm is the piece to watch. Netflix expects ad revenue to roughly double this year to around $3 billion, it now works with more than 4,000 advertisers, up about 70% from a year ago, and the ad-supported plan has become the most popular choice for new sign-ups in the countries where it is offered. For a company that long leaned almost entirely on subscription fees, that second engine matters, because it lets Netflix lift revenue per member without relying solely on price increases. For all of 2026, management is guiding for revenue between $50.7 billion and $51.7 billion -- a 12% to 14% increase -- with an operating margin near 31.5%.
If results are this solid, why has the stock lost 42%? Two reasons. First, Netflix came into 2025 with expectations set impossibly high, and once its guidance stopped clearing an ever-rising bar, that premium began to unwind. Second, the company spent months tangled in a takeover fight. Netflix had agreed to acquire the Warner Bros. studios and HBO Max from Warner Bros. Discovery in a deal with an equity value around $72 billion, which drew a rival bid and a stretch of uncertainty -- before Netflix ultimately walked away and turned to share buybacks instead.
With that distraction behind it, the story is simpler now: a steadily growing business trading well off its highs.
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Buy before the report? Valuation is where the decision gets interesting. After the slide, Netflix trades at about 25 times earnings and around 23 times the earnings expected over the coming year. For a company still growing revenue in the mid-teens, expanding margins, and doubling its advertising business, that is a far more reasonable price than the stock commanded at its peak.
It is worth appreciating how far the stock has already de-rated. A year ago, Netflix carried one of the richest multiples in big-cap tech. Today it trades at a fraction of its former multiple, even though it is still growing faster than most of its large-cap peers. The company is also throwing off record free cash flow and using part of it to buy back stock, which quietly lifts per-share earnings. None of that guarantees the shares have bottomed, but it does mean today's buyers are paying a far more grounded price than they were 12 months ago.
Of course, there are risks. Streaming is fiercely competitive, and Netflix has to keep spending heavily on content to hold its lead against deep-pocketed rivals. In addition, there are risks associated with buying before July 16. Buying right before an earnings report is a bet on the outcome of a single day. If subscriber trends or another key metric, like revenue growth, disappoints, shares could take a hit -- reasonable valuation or not.
So, is Netflix a buy before the report? For long-term investors, I think the stock is finally priced attractively enough to start a position -- but not to try to make a quick buck from a potential bounce when the earnings report is released. Shares could just as easily fall. If you like Netflix for its long-term potential, though, this looks like a reasonable entry point.
McCormick oznámil dohodu o fúzi s potravinářskou divizí Unileveru v transakci za 45 miliard USD. Po spojení má podíl koření na tržbách klesnout z více než 30 % na méně než 15 %.
The spice aisle will no longer determine McCormick's (MKC +0.85%) fate. In March, the 137-year-old company announced an agreement to merge with Unilever's (UL +1.88%) food division, a business 1.5 times its size, in a $45 billion transaction.
The deal adds established brands like Hellmann's mayonnaise and Knorr bouillon to McCormick's portfolio, alongside household favorites like French's mustard and Frank's RedHot sauce.
The addition of Unilever Foods is an attempt to address the structural weakness that has weighed on the stock over the past few years. The complex nature of the transaction has done little to win over investors.
Image source: Getty Images.
A strategic shift away from seasonings The stock has been under pressure from the growth of private-label brands. In its core spice and seasoning category, store brands now command nearly 40% of unit volume, one of the highest penetrations in any grocery aisle.
This has eroded the company's pricing power and contributed to its recent underperformance. The merger is designed to dilute the effect of this challenged category.
Post-merger, the spice business will shrink from over 30% of total sales to less than 15%. In its place, McCormick adds categories like mayonnaise and bouillon, which face less private-label competition due to strong brand loyalty and taste differentiation.
The combined company will be larger, more diversified, and more profitable, with operating margins projected to expand from 17% to 21% post-integration. Yet, some investors see a complex transaction that dilutes current shareholders, adds significant debt, and creates a year-long overhang.
Integration will take time The transaction is structured as a Reverse Morris Trust, which complicates matters for shareholders of both companies. Existing McCormick shareholders will be heavily diluted, while debt on the balance sheet will increase to 4 times net debt-to-earnings before interest, taxes, depreciation, and amortization (EBITDA).
Meanwhile, Unilever shareholders may create selling pressure on the stock after receiving their MKC shares.
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The strategic rationale for reducing spice exposure is sound, but the execution risks create uncertainty. The merger is not expected to close until mid-2027 at the earliest, creating an extended overhang.
Currently, with inflation driving shoppers to cheaper alternatives, there's no reason to rush into the stock. As the dust settles on the deal and we get a better sense of the company's integration plans and cost structure, the stock could be worth a closer look.
Oregonský generální prokurátor chce, aby soud přinutil Paramount předložit dokumenty k šetření jeho 110miliardové nabídky na převzetí Warner Bros. Stát zároveň usiluje o urychlené jednání nebo zákaz uzavření dohody do jeho uskutečnění.
Item 1 of 2 Attorney General of Oregon Dan Rayfield looks on outside the U.S. Supreme Court in Washington, D.C., U.S., November 5, 2025. REUTERS/Nathan Howard
[1/2]Attorney General of Oregon Dan Rayfield looks on outside the U.S. Supreme Court in Washington, D.C., U.S., November 5, 2025. REUTERS/Nathan Howard Purchase Licensing Rights, opens new tab
SummaryCompaniesParamount expected to close deal on or before July 16Oregon wants records of Paramount lobbying effortCalifornia, New York also probing dealJuly 7 (Reuters) - The Oregon attorney general will ask a court to order Paramount (PSKY.O), opens new tab to comply with investigative demands related to its $110 billion bid to acquire Warner Bros (WBD.O), opens new tab, according to documents reviewed by Reuters.
Paramount intends to close the deal on or immediately after July 16, the state said in documents to be filed in court. Oregon Attorney General Dan Rayfield will seek an expedited hearing on the matter, or an order that would prevent the deal from closing until a hearing can be held, according to the documents.
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"The information the Oregon Department of Justice is seeking has nothing to do with whether this transaction complies with Oregon’s antitrust laws and is not a legitimate basis to delay a plainly lawful, pro-competitive transaction," a Paramount spokesperson said on Tuesday.
The company has provided the state with documents relevant to the merger, the spokesperson added.
The company has said the deal would create a stronger streaming competitor to Netflix (NFLX.O), opens new tab and Disney (DIS.N), opens new tab, and benefit creatives and consumers.
California, New York and other U.S. states are preparing to sue to block the deal, sources familiar with the matter told Reuters last month. The states have authority to enforce laws against mergers that they believe would unlawfully decrease competition.
Opponents of the deal, including some actors, writers and media workers, have worried that it would hurt jobs.
Oregon is seeking documents regarding "Project Warrior," which was Paramount's internal code name for efforts to obtain regulatory clearance. The state is also asking for records related to the company's efforts to lobby the Trump administration for support of the merger.
Paramount CEO David Ellison's father, billionaire Oracle co-founder Larry Ellison, has cultivated ties with President Donald Trump, and the company has hired former Trump officials.
The state wants the documents in order to evaluate the U.S. Department of Justice's clearance of the deal, according to the documents.
While Oregon ordinarily "would afford significant weight" to the DOJ's determination, the state cited a Wall Street Journal report that officials overrode career staff attorneys at the DOJ who were leaning towards a recommendation to challenge the deal.
The DOJ issued a lengthy statement last month saying it believed the deal would "increase competition across the media and entertainment ecosystem, with benefits for American consumers and workers."
Reporting by Jody Godoy in New York and Dawn Chmielewski in Los Angeles; Editing by Tom Hogue and Sonali Paul
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jody Godoy reports on tech policy and antitrust enforcement, including how regulators are responding to the rise of AI. Reach her at [email protected]
McKesson zakončil poslední seanci na 807,33 USD, což představuje denní růst o 2,95 % a lepší výkon než S&P 500. Před výsledky za 5. srpna 2026 analytici čekají EPS 9,63 USD a tržby 104,39 mld. USD.
McKesson (MCK - Free Report) ended the recent trading session at $807.33, demonstrating a +2.95% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.45%. At the same time, the Dow lost 0.25%, and the tech-heavy Nasdaq lost 1.16%.
The prescription drug distributor's shares have seen an increase of 2.29% over the last month, not keeping up with the Medical sector's gain of 6.33% and outstripping the S&P 500's gain of 2.14%.
The upcoming earnings release of McKesson will be of great interest to investors. The company's earnings report is expected on August 5, 2026. In that report, analysts expect McKesson to post earnings of $9.63 per share. This would mark year-over-year growth of 16.59%. Alongside, our most recent consensus estimate is anticipating revenue of $104.39 billion, indicating a 6.7% upward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $44.28 per share and a revenue of $432.83 billion, signifying shifts of +13.22% and +7.29%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for McKesson. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0% higher. Currently, McKesson is carrying a Zacks Rank of #3 (Hold).
Digging into valuation, McKesson currently has a Forward P/E ratio of 17.71. This valuation marks a premium compared to its industry average Forward P/E of 17.08.
It's also important to note that MCK currently trades at a PEG ratio of 1.29. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Medical - Dental Supplies was holding an average PEG ratio of 1.9 at yesterday's closing price.
The Medical - Dental Supplies industry is part of the Medical sector. This group has a Zacks Industry Rank of 78, putting it in the top 32% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Progressive (PGR - Free Report) closed the most recent trading day at $234.40, moving +1.18% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.45%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq lost 1.16%.
The insurer's stock has climbed by 15.69% in the past month, exceeding the Finance sector's gain of 5.72% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Progressive in its upcoming earnings disclosure. On that day, Progressive is projected to report earnings of $4.56 per share, which would represent a year-over-year decline of 6.56%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $23.12 billion, up 6.95% from the year-ago period.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $17.26 per share and a revenue of $92.89 billion, representing changes of -5.42% and +6.84%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Progressive. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 4.55% higher. Progressive currently has a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Progressive has a Forward P/E ratio of 13.42 right now. For comparison, its industry has an average Forward P/E of 12.05, which means Progressive is trading at a premium to the group.
One should further note that PGR currently holds a PEG ratio of 4.39. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. PGR's industry had an average PEG ratio of 2.52 as of yesterday's close.
The Insurance - Property and Casualty industry is part of the Finance sector. At present, this industry carries a Zacks Industry Rank of 108, placing it within the top 44% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
In the latest trading session, Analog Devices (ADI - Free Report) closed at $379.03, marking a -2.52% move from the previous day. This move lagged the S&P 500's daily loss of 0.45%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.16%.
The semiconductor maker's shares have seen a decrease of 3.73% over the last month, not keeping up with the Computer and Technology sector's gain of 0.38% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Analog Devices in its upcoming earnings disclosure. On that day, Analog Devices is projected to report earnings of $3.33 per share, which would represent year-over-year growth of 62.44%. Meanwhile, the latest consensus estimate predicts the revenue to be $3.93 billion, indicating a 36.28% increase compared to the same quarter of the previous year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $12.41 per share and a revenue of $14.58 billion, indicating changes of +59.31% and +32.29%, respectively, from the former year.
It is also important to note the recent changes to analyst estimates for Analog Devices. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, Analog Devices possesses a Zacks Rank of #1 (Strong Buy).
In terms of valuation, Analog Devices is currently trading at a Forward P/E ratio of 31.33. This expresses a discount compared to the average Forward P/E of 52.25 of its industry.
Meanwhile, ADI's PEG ratio is currently 1.09. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Semiconductor - Analog and Mixed industry had an average PEG ratio of 1.01.
The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 16, putting it in the top 7% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Duolingo v poslední obchodní den vzrostlo o 1,72 % na 131,95 USD a za poslední měsíc přidalo 9,97 %. Před výsledky trh čeká EPS 0,58 USD a tržby 296,19 milionu USD.
Duolingo, Inc. (DUOL - Free Report) closed the most recent trading day at $131.95, moving +1.72% from the previous trading session. This move outpaced the S&P 500's daily loss of 0.45%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 1.16%.
The stock of company has risen by 9.97% in the past month, leading the Business Services sector's gain of 4.05% and the S&P 500's gain of 2.14%.
The investment community will be paying close attention to the earnings performance of Duolingo, Inc. in its upcoming release. The company is forecasted to report an EPS of $0.58, showcasing a 36.26% downward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $296.19 million, up 17.42% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.76 per share and revenue of $1.21 billion. These totals would mark changes of -67.79% and +16.36%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Duolingo, Inc. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Duolingo, Inc. is holding a Zacks Rank of #3 (Hold) right now.
Looking at its valuation, Duolingo, Inc. is holding a Forward P/E ratio of 46.97. This represents a premium compared to its industry average Forward P/E of 17.75.
We can additionally observe that DUOL currently boasts a PEG ratio of 1.01. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Technology Services was holding an average PEG ratio of 1.53 at yesterday's closing price.
The Technology Services industry is part of the Business Services sector. With its current Zacks Industry Rank of 110, this industry ranks in the top 45% of all industries, numbering over 250.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
GE Vernova v poslední obchodní den klesla o 6,51 % na 1 077,08 USD. Trh čeká výsledky za 22. července 2026, s odhadovaným EPS 3,23 USD a tržbami 10,78 mld. USD.
GE Vernova (GEV - Free Report) closed the most recent trading day at $1,077.08, moving -6.51% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.45%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 1.16%.
The the energy business spun off from General Electric's shares have seen an increase of 23.36% over the last month, surpassing the Oils-Energy sector's loss of 5.87% and the S&P 500's gain of 2.14%.
Market participants will be closely following the financial results of GE Vernova in its upcoming release. The company plans to announce its earnings on July 22, 2026. The company's upcoming EPS is projected at $3.23, signifying a 73.66% increase compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $10.78 billion, up 18.32% from the year-ago period.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $30.64 per share and a revenue of $45.34 billion, representing changes of +73.21% and +19.09%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for GE Vernova. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.42% higher. GE Vernova currently has a Zacks Rank of #2 (Buy).
In terms of valuation, GE Vernova is presently being traded at a Forward P/E ratio of 37.6. Its industry sports an average Forward P/E of 18.07, so one might conclude that GE Vernova is trading at a premium comparatively.
We can also see that GEV currently has a PEG ratio of 2.09. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Alternative Energy - Other was holding an average PEG ratio of 2.16 at yesterday's closing price.
The Alternative Energy - Other industry is part of the Oils-Energy sector. At present, this industry carries a Zacks Industry Rank of 101, placing it within the top 42% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Silicon Motion (SIMO) v poslední seanci klesl o 7,51 %, zatímco S&P 500 klesl o 0,45 %. Firma zároveň vyhlíží nadcházející výsledky, přičemž EPS má být 2,09 USD a tržby 401,53 milionu USD.
Silicon Motion (SIMO - Free Report) ended the recent trading session at $294.90, demonstrating a -7.51% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.
Shares of the chip company witnessed a gain of 21.14% over the previous month, beating the performance of the Computer and Technology sector with its gain of 0.38%, and the S&P 500's gain of 2.14%.
Market participants will be closely following the financial results of Silicon Motion in its upcoming release. The company's earnings per share (EPS) are projected to be $2.09, reflecting a 202.9% increase from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $401.53 million, up 102.1% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $8.87 per share and a revenue of $1.57 billion, signifying shifts of +149.86% and +77.66%, respectively, from the last year.
Investors should also take note of any recent adjustments to analyst estimates for Silicon Motion. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 3.66% higher. As of now, Silicon Motion holds a Zacks Rank of #1 (Strong Buy).
Looking at its valuation, Silicon Motion is holding a Forward P/E ratio of 35.96. Its industry sports an average Forward P/E of 27.52, so one might conclude that Silicon Motion is trading at a premium comparatively.
We can also see that SIMO currently has a PEG ratio of 0.67. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Computer - Integrated Systems was holding an average PEG ratio of 1.03 at yesterday's closing price.
The Computer - Integrated Systems industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 5, finds itself in the top 3% echelons of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Pomerantz LLP vyšetřuje možné porušení zákona ze strany společnosti Cerebras Systems a jejího vedení. Akcie CBRS po zveřejnění výsledků za 1. čtvrtletí klesly o 19,61 %.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Cerebras Systems Inc. (“Cerebras” or the “Company”) (NASDAQ: CBRS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Cerebras and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On or around May 14, 2026, Cerebras completed its initial public offering (“IPO”), selling 30 million shares of Class A common stock priced at $185.00 per share. Then, on June 24, 2026, Cerebras reported its financial results for the first quarter of 2026. Among other items, Cerebras reported a loss of $0.22 per share, missing analyst estimates of a $0.16-per-share loss. In addition, Cerebras forecast a narrower gross margin in its core business, excluding impact from customer warrants and data center pass-through revenues.
On this news, Cerebras’s stock price fell $44.46 per share, or 19.61%, to close at $182.26 per share on June 24, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
In the latest close session, Tesla (TSLA - Free Report) was down 4.02% at $402.90. This move lagged the S&P 500's daily loss of 0.45%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.16%.
The electric car maker's stock has climbed by 2.65% in the past month, falling short of the Auto-Tires-Trucks sector's gain of 5.02% and outpacing the S&P 500's gain of 2.14%.
The upcoming earnings release of Tesla will be of great interest to investors. The company's earnings report is expected on July 22, 2026. The company's upcoming EPS is projected at $0.46, signifying a 15.00% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $24.47 billion, indicating a 8.76% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.01 per share and revenue of $101.25 billion. These totals would mark changes of +21.08% and +6.77%, respectively, from last year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Tesla. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 2.14% higher. Currently, Tesla is carrying a Zacks Rank of #3 (Hold).
Digging into valuation, Tesla currently has a Forward P/E ratio of 208.52. This denotes a premium relative to the industry average Forward P/E of 18.85.
We can additionally observe that TSLA currently boasts a PEG ratio of 9.91. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. Automotive - Domestic stocks are, on average, holding a PEG ratio of 1 based on yesterday's closing prices.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This industry, currently bearing a Zacks Industry Rank of 83, finds itself in the top 34% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Amazon plánuje v roce 2026 investovat 200 miliard USD do datových center, což tlačí na ocenění akcií. AWS přitom ve 1. čtvrtletí tvořil 59 % provozního zisku při 21 % tržeb.
Amazon (AMZN +0.84%) and the phrase "cheap stock" have historically not been associated with each other. For the better part of two decades, Amazon has traded at meaningful premiums as it has grown its dominant e-commerce empire. Now, it's building another empire in a different space: cloud computing. It has been pouring major resources into expanding its artificial intelligence computing footprint, and plans to lay out a jaw-dropping $200 billion on data center capital expenditures in 2026.
The market isn't enthusiastic about that level of spending, which is why the stock isn't trading at its usual premium valuation. As a result, I think now is the perfect time to load up on Amazon shares, as this weaker short-term sentiment is exactly what long-term investors need to gain an upper hand.
Image source: The Motley Fool.
AWS is a major part of the Amazon investment thesis Amazon's commerce growth in North America has maxed out, and the result of that is that its revenue growth has become lackluster. However, its cloud computing division, Amazon Web Services (AWS), is arguably a more important part of its business anyway.
During Q1, AWS accounted for 59% of Amazon's operating profits despite only making up 21% of revenue. That's because the operating margin in this segment is far higher than in e-commerce.
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However, AWS is also the fastest-growing segment within Amazon, so this produces double the effect. During Q1, AWS grew at a 28% rate -- the best in nearly four years. But that growth rate is expected to continue ramping up, as Amazon is spending big on new data centers.
CEO Andy Jassy discussed this effect in his Q1 shareholder letter, noting that the faster AWS grows, the higher its capital expenditures must be to support that growth. AWS has already experienced record-setting growth, and it's clear that more strong growth is on the horizon. Furthermore, AWS already has several customers lined up to use a large chunk of that $200 billion in new capacity it's building, making it a less risky proposition.
As for valuation, there are several ways to value a stock, but when looking at a company where earnings are often heavily affected by one-time costs or changes in the values of investments, using a cash flow-based metric is smart. Because of Amazon's high capex, gauging the stock in relation to cash from operations makes the most sense, as that metric (unlike free cash flow) ignores capital expenditures. From this standpoint, Amazon's stock is near the cheapest level it has been over the past two decades.
AMZN Price to CFO Per Share (TTM) data by YCharts.
With all that in mind, this looks like a perfect time to load up on Amazon shares.
AMD v poslední obchodní seanci klesla o 6,97 % na 513,58 USD, tedy výrazně více než širší trh. Před výsledky se čeká EPS 1,6 USD a tržby 11,27 miliardy USD.
In the latest trading session, Advanced Micro Devices (AMD - Free Report) closed at $513.58, marking a -6.97% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.45%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq lost 1.16%.
Coming into today, shares of the chipmaker had gained 12.59% in the past month. In that same time, the Computer and Technology sector gained 0.38%, while the S&P 500 gained 2.14%.
The investment community will be paying close attention to the earnings performance of Advanced Micro Devices in its upcoming release. On that day, Advanced Micro Devices is projected to report earnings of $1.6 per share, which would represent year-over-year growth of 233.33%. Alongside, our most recent consensus estimate is anticipating revenue of $11.27 billion, indicating a 46.67% upward movement from the same quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $7.18 per share and revenue of $48.8 billion, indicating changes of +72.18% and +40.87%, respectively, compared to the previous year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Advanced Micro Devices. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Right now, Advanced Micro Devices possesses a Zacks Rank of #3 (Hold).
With respect to valuation, Advanced Micro Devices is currently being traded at a Forward P/E ratio of 76.93. Its industry sports an average Forward P/E of 27.52, so one might conclude that Advanced Micro Devices is trading at a premium comparatively.
It's also important to note that AMD currently trades at a PEG ratio of 1.39. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Computer - Integrated Systems industry currently had an average PEG ratio of 1.03 as of yesterday's close.
The Computer - Integrated Systems industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 5, placing it within the top 3% of over 250 industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Akcie AMD v úterý klesly téměř o 7 % poté, co Reuters uvedl, že DeepSeek vyvíjí vlastní AI čip. Pokud uspěje, může to omezit závislost na AMD i Nvidii.
Advanced Micro Devices (AMD 6.97%) might be the company behind some of the more dependable microchips on the market, but its stock was wobbly on the second trading day of the week. On reports that yet another artificial intelligence (AI) company aims to develop its own specialty processors for the technology, investors sold AMD stock, leaving it with a loss of almost 7%.
Deep search for a proprietary chip Early Tuesday morning, Reuters reported that Chinese AI developer DeepSeek is planning its own AI chip. If the company is successful, at the very least it would gain independence from its current supplier, AMD, and peer/rival Nvidia. If the chip resonates with other AI businesses, though, it could directly threaten the AMDs and Nvidias of this world.
Image source: Getty Images.
Citing three unidentified "people familiar with the matter," the news agency added that DeepSeek's chip is being designed for inference. This is the stage where an AI model leverages its considerable training to produce responses to user queries.
DeepSeek hasn't officially commented on the Reuters story, and neither AMD nor Nvidia has responded.
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DIY hardware Currently, a great many chips on the market support an earlier phase of AI development, training. The future surely belongs more to hardware capable of powering inference. Even if prohibitive export controls prevent DeepSeek from easily selling its chip abroad, a successful product will likely encourage other developers to go the proprietary route. That will drain business from third-party suppliers.
While the apparent Chinese project is certainly worth monitoring, AI chips are immensely complex, and their development process can be long, intense, and expensive. Given that, DeepSeek's effort might not result in a product at all -- so that rout in AMD stock Tuesday feels a bit overblown.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy.
Tilray Brands je stále ztrátová: za devět měsíců do 28. února vzrostly čisté tržby jen o 6 % na 633,7 milionu USD, ale hrubý zisk klesl o 2 % a provozní ztráta činila 46,6 milionu USD.
Tilray Brands (TLRY 1.60%) is a leading cannabis company based in Canada that has been growing its operations all over the world. It's also expanded into beverages in a bid to diversify its operations and pursue even more growth opportunities.
However, while the company has been growing over the years, it remains unprofitable. And many investors bought the cannabis stock in the hopes that it would one day be able to capitalize on opportunities in the U.S. if legalization takes place -- something that hasn't happened yet and may not happen anytime soon.
This year, the marijuana stock is down more than 50%. It's a risky investment, but has its value gotten so low that it's worth buying despite the challenges it's facing?
Image source: Getty Images.
Tilray's business is getting bigger, but whether it's better is debatable Tilray has leaned on acquisitions to grow its business over the years, particularly as it has expanded its alcohol segment, but that isn't necessarily a surefire recipe for success. Acquisitions can be an easy way to generate more revenue, but there's also plenty of work involved to eliminate inefficiencies and unnecessary expenses, so they're accretive to the bottom line.
The company's most recent financial results show that for the nine-month period ending Feb. 28, Tilray's net revenue rose by a fairly modest 6% year over year, totaling $633.7 million. However, despite the increase, its gross profit actually declined by 2% due to worsening margins. And the company incurred an operating loss of $46.6 million. With limited growth and no profitability, it's difficult to make the case that the stock is worth investing in, despite all of its acquisitions.
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The stock may look cheap, but that doesn't mean it's a good buy For investors who may be tempted to buy the dip on Tilray's stock, it may be worthwhile to look at the longer, five-year trajectory of the stock. During that longer time frame, the stock has plummeted a massive 97%. Time and time again, investors along the way were likely confident the stock had bottomed out and was destined to rally, only to leave them with significant losses and disappointment.
When a stock has such troubling fundamentals and financials as Tilray, and its growth prospects are questionable, there's no magic price that suddenly makes it worth buying. The business needs to prove to investors that it's worth investing in, and Tilray is nowhere near that point. Simply acquiring more companies doesn't fix its problems. In fact, I'd argue it needs to get leaner and smaller, rather than larger and bloated, just to show growth. While it may look cheap right now, I wouldn't be surprised if it looks even cheaper in the future.
Fordův F-150 v první polovině roku zaostal za Hondou CR-V v boji o nejprodávanější vůz v USA. Výpadky dodávek po požárech v závodě Novelis omezily výrobu a mohou Fordu snížit EBIT o 1,5 až 2 miliardy USD.
For Detroit automakers such as Ford Motor Company (F 1.95%), big trucks mean big business. Ford's lucrative F-Series truck lineup is estimated to bring in about one-third of the company's total revenue, and it's long been estimated by Wall Street firms such as Morgan Stanley that it generates as much as 90% of Ford's net profit. During the first six months of 2026, Ford's F-150 now trails a Japanese rival for best-selling vehicle, and that's a big deal for investors.
Wording is key Let's first clear up some confusing wording. Ford's F-Series has been America's best-selling vehicle for over four decades, but the sales figure comprises the entire line of not only F-150s but also heavy-duty F-250s and larger trucks. Ford's F-150 is one component and has individually been the U.S. industry's top seller for 15 of the past 16 years.
Image source: Ford Motor Company.
However, thanks to not only one, but two supplier fires dating back to last fall, the aluminum supply and ensuing supply of Ford's important trucks have dwindled during what is historically a strong selling season. Ford wasn't the only major automaker hitting speed bumps; Toyota also had issues, opening the door for Honda's popular CR-V to overtake the Ford F-150, General Motors' Silverado 1500, and Toyota's RAV4.
Honda's CR-V turned up the heat to finish the first half of the year with a 19% U.S. sales surge in May, followed by an even more lucrative 30% jump in June, for a total first-half tally of 226,114 units. While numbers are still trickling in, GlobalData estimates Ford's F-150 has fallen just short of that, with estimates just under 210,000 units, while GM's Silverado 1500 checked in just under 195,000 units. Toyota's RAV4 lost more ground, with reported sales checking in at 153,955.
Through Honda's increased incentives (for now), high lease customer retention rate, and strong demand for hybrids -- the hybrid CR-V accounted for 55% of its total sales during the first half of 2026 -- the CR-V is thriving and has only about 15 days' worth of inventory with its CR-V production lines running at full capacity.
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Ford can offset some losses Late last year, the Novelis supplier plant fire, and its delayed restarting of production due to a second fire, forced management to reduce last year's earnings guidance as it wasn't able to immediately offset production losses. Initially, Ford said the production hiccup would cost it about $1.5 billion to $2 billion in earnings before interest and taxes (EBIT), although it is aiming to add additional shifts to offset about $1 billion of that throughout this year.
While Novelis does supply other major automakers such as Toyota and Stellantis, Ford's impact was more severe due to its F-150 using a primarily aluminum body. Ultimately, Ford's F-150 is losing a sales race it has rarely lost over the past 15 years, but more importantly for investors is how much production it can recoup during the second half of the year. It's certainly a major ongoing development to keep track of.
GE Aerospace (GE - Free Report) ended the recent trading session at $366.98, demonstrating a -3.09% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.45%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 1.16%.
The stock of industrial conglomerate has risen by 17.59% in the past month, leading the Aerospace sector's gain of 6.21% and the S&P 500's gain of 2.14%.
Analysts and investors alike will be keeping a close eye on the performance of GE Aerospace in its upcoming earnings disclosure. The company's earnings report is set to go public on July 16, 2026. The company's earnings per share (EPS) are projected to be $1.86, reflecting a 12.05% increase from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $11.84 billion, reflecting a 16.64% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $7.48 per share and revenue of $48.75 billion, which would represent changes of +17.43% and +15.18%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for GE Aerospace. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, GE Aerospace possesses a Zacks Rank of #2 (Buy).
In terms of valuation, GE Aerospace is currently trading at a Forward P/E ratio of 50.64. This denotes a premium relative to the industry average Forward P/E of 23.44.
Investors should also note that GE has a PEG ratio of 3.36 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Aerospace - Defense industry currently had an average PEG ratio of 1.62 as of yesterday's close.
The Aerospace - Defense industry is part of the Aerospace sector. Currently, this industry holds a Zacks Industry Rank of 110, positioning it in the top 45% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
UnitedHealth za první polovinu roku vzrostl o 25 % a stal se nejvýkonnější mega-cap zdravotnickou akcií v indexu S&P 500. Loni přitom oslabil o 34 % kvůli tlaku na zisky a vyšetřování Medicare Advantage.
Last year, UnitedHealth Group (UNH +2.44%) faced a series of headwinds that weighed on the stock, dragging it down 34%. The biggest U.S. health insurer saw earnings suffer as it underestimated the cost and use of services, and the company unexpectedly lost its chief executive officer. Investors also grew more cautious as the Justice Department launched a probe into the insurer's Medicare Advantage operations.
But, UnitedHealth launched a series of steps to turn things around, and the plan is bearing fruit. Longtime CEO Stephen Hemsley returned to the leadership role, the company completed an independent audit of its practices and put into place new actions where needed, and earnings are improving. As a result, investors have returned to the stock. It climbed 25% in the first half, for the biggest gain by a mega-cap healthcare stock in the S&P 500.
Is it now too late to buy UnitedHealth stock? Let's find out.
Image source: Getty Images.
UnitedHealth's biggest challenge First, let's take a look back at the path of UnitedHealth over the past year. As mentioned, the company faced several challenges. And the biggest may have been the earnings situation. UnitedHealth underestimated the utilization levels of healthcare amid an environment of rising costs, and these factors hurt growth.
Since, the company has taken action by exiting certain plans, increasing pricing where necessary, and using artificial intelligence (AI) tools to boost efficiency. The insurer is also reinforcing its position in rural areas and cutting prior authorization requirements -- It just recently said it would decrease these requirements by 30% this year. This is an important move as it streamlines operations for UnitedHealth and hospitals and medical offices. Meanwhile, UnitedHealth's use of technology makes prior authorizations easier to manage, with 95% performed electronically and 90% approved within one business day.
In the recent quarter, UnitedHealth's total revenue increased 2% to $111 billion, while adjusted earnings per share at $7.23 surpassed the company's expectations. Importantly, the medical care ratio -- a measure of the insurer's costs in relation to its revenue from plans -- improved. A lower ratio suggests higher profitability. In the quarter, UnitedHealth's ratio came in at 83.9%, down from 84.8% a year earlier. The company said this was due to improved cost management.
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Margin pressure may continue All of these efforts are ongoing, so we should expect to see additional improvements in the quarters to come. That said, the company said margin pressure will remain this year due to high utilization trends, though this should improve in 2027. UnitedHealth and other insurers also will benefit from higher-than-expected Medicare Advantage rates next year. The government approved a 2.48% average rate increase for 2027, up from the initial proposal of 0.09%.
Now, let's consider whether this healthcare giant is a stock to buy -- or whether it's too late after recent gains. It's true that UnitedHealth isn't completely out of the woods. The insurance giant is still in the recovery phase and must manage various challenges. The path to growth may not be completely linear and full results may not happen overnight.
A fantastic moat But it's important to note that UnitedHealth offers investors certain positive elements. It has a fantastic moat, or competitive advantage, as the country's insurance leader. And its combination of insurance and services businesses -- UnitedHealthcare and Optum, respectively -- makes it difficult for another to unseat. UnitedHealth has also been proactive, taking quick action to turn things around, and we've already seen certain results.
Now, let's consider the stock's valuation. UnitedHealth trades at 23x forward earnings estimates, which is its highest level this year.
But the stock isn't particularly expensive if we look at a longer time period -- it traded at more than 32x estimates early last year.
Considering that UnitedHealth is in the early days of its recovery story, I would expect significant growth in the years to come -- and that means that it isn't too late to get in on the first half's top-performing mega-cap healthcare stock.
Emerson Electric (EMR) uzavřel poslední obchodní den na 137,91 USD, což představuje pokles o 2,58 % a horší výkon než širší trh. Před zveřejněním výsledků analytici očekávají EPS 1,68 USD a tržby 4,8 miliardy USD.
Emerson Electric (EMR - Free Report) closed the most recent trading day at $137.91, moving -2.58% from the previous trading session. This move lagged the S&P 500's daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.
Prior to today's trading, shares of the maker of process controls systems, valves and analytical instruments had gained 1.79% lagged the Industrial Products sector's gain of 4.88% and the S&P 500's gain of 2.14%.
The upcoming earnings release of Emerson Electric will be of great interest to investors. The company is forecasted to report an EPS of $1.68, showcasing a 10.53% upward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $4.8 billion, indicating a 5.48% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.49 per share and a revenue of $18.81 billion, representing changes of +8.17% and +4.41%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Emerson Electric. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.01% decrease. Right now, Emerson Electric possesses a Zacks Rank of #3 (Hold).
Looking at valuation, Emerson Electric is presently trading at a Forward P/E ratio of 21.8. This valuation marks a discount compared to its industry average Forward P/E of 22.99.
Also, we should mention that EMR has a PEG ratio of 2.26. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Manufacturing - Electronics industry was having an average PEG ratio of 1.73.
The Manufacturing - Electronics industry is part of the Industrial Products sector. This industry, currently bearing a Zacks Industry Rank of 164, finds itself in the bottom 34% echelons of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Palantir oznámil novou dohodu s GNP Seguros, největší pojišťovnou v Mexiku, a získal tak prvního veřejně oznámeného komerčního zákazníka v Latinské Americe. Akcie v úterý stouply o 1,4 %.
One perceived weakness of Palantir's (PLTR +1.54%) business is that it was too concentrated in its native U.S. On the company's Tuesday announcement of a major new deal abroad, those worries abated somewhat. Grateful investors pushed the company's stock 1.4% higher, in a trading session that saw the S&P 500 index slump by 0.5%.
South of the border Well before market open that day, Palantir reported that it had agreed to an "enterprise expansion agreement" with Mexico's largest insurance company, GNP Seguros. This is a historic win for the American data analytics company, as its new client is its first publicly announced commercial customer in Latin America.
Image source: Getty Images.
Palantir typically operates in phases; its initial work with a client is often an unannounced, under-the-radar pilot phase.
Palantir and GNP Seguros had actually been collaborating prior to Tuesday's announcement, with the insurer putting the company's Foundry and Artificial Intelligence (AI) Platform through its paces in a set of targeted deployments. These aided the company in various aspects of its health, auto, life, and damage insurance lines.
Palantir did not provide the financial details of the arrangement.
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New revenue streams always welcome In its press release divulging its work with GNP Seguros, Palantir wrote that its "value proposition lies in the fact that this technological acceleration is carried out while always preserving human judgment, model explainability, data traceability, and strict governance.'
Given that the company's offerings are starting to resonate more with important clients abroad, it's clearly plowing another row for growth. Investors were right, in my opinion, to view the GNP Seguros news bullishly.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy.
Spotify (SPOT - Free Report) ended the recent trading session at $493.95, demonstrating a +2.26% change from the preceding day's closing price. The stock outpaced the S&P 500's daily loss of 0.45%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 1.16%.
Coming into today, shares of the music-streaming service operator had lost 4% in the past month. In that same time, the Computer and Technology sector gained 0.38%, while the S&P 500 gained 2.14%.
Investors will be eagerly watching for the performance of Spotify in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 4, 2026. The company is forecasted to report an EPS of $3.29, showcasing a 785.42% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $5.6 billion, reflecting a 17.66% rise from the equivalent quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $14.62 per share and revenue of $22.67 billion. These totals would mark changes of +22.96% and +16.66%, respectively, from last year.
Investors should also take note of any recent adjustments to analyst estimates for Spotify. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.42% lower. Spotify is currently a Zacks Rank #4 (Sell).
In terms of valuation, Spotify is presently being traded at a Forward P/E ratio of 33.04. Its industry sports an average Forward P/E of 19.77, so one might conclude that Spotify is trading at a premium comparatively.
Investors should also note that SPOT has a PEG ratio of 1.19 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Software industry had an average PEG ratio of 1.09 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 95, putting it in the top 39% of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Na společnost Zoetis byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry. Firma po výsledcích za 1. čtvrtletí snížila celoroční ziskový výhled na 6,85 až 7 USD na akcii, z původních 7,00 až 7,10 USD na akcii.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Zoetis and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Zoetis securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 7, 2026, Zoetis reported financial results for the first quarter of 2026. Among other items, Zoetis reported net income of $601 million, flat year over year, and cut its full year 2026 profit guidance to between $6.85 and $7 a share, down from prior guidance of $7.00 to $7.10 a share. In the earnings release, CEO Kristin Peck said that “the first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand[.]”
On this news, Zoetis’s stock price fell $23.91 per share, or 21.5%, to close at $87.31 per share on May 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Western Digital, kterou letos nakoupily účty spojené s Trumpem, dnes klesá o 7,86 %. Firma přitom ve fiskálním 3. čtvrtletí zvýšila tržby o 45 % na 3,34 miliardy USD.
A recent federal ethics disclosure revealed that President Donald Trump's investment accounts bought shares of Western Digital (WDC 7.86%) earlier this year. It's one of the market's biggest AI winners, up more than 2,100% since the start of 2023. And in a bit of awkward timing, the stock is falling today.
Before reading too much into it, one important caveat. The accounts are reportedly managed by third-party institutions, so the president himself wasn't responsible for the decision to buy or sell any particular security. The disclosure, released by the U.S. Office of Government Ethics, showed thousands of trades across those accounts in the first quarter. The Western Digital purchase was just one of many.
Still, the trade is a useful excuse to look at a stock that has quietly become one of the best performers in the entire market.
Image source: Getty Images.
An improbable run The purchase, disclosed in a range of $45,000 to $150,000, went into a company most people know for hard drives. And that ordinary-sounding business is exactly what's driving the stock.
The AI boom has turned out to need somewhere to put all the data it generates. Much of that data lands on the high-capacity hard disk drives Western Digital sells to cloud and data center customers. That demand has transformed the company's results. In its fiscal third quarter (the period ended April 3, 2026), revenue rose 45% year over year to $3.34 billion, and gross margin topped 50%, up from about 40% a year earlier. Non-GAAP (adjusted) earnings per share nearly doubled to $2.72.
"Virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs," said Western Digital CEO Irving Tan in the company's fiscal third-quarter earnings release.
Management expects the momentum to continue. It guided for fiscal fourth-quarter revenue to rise 36% to 44% year over year, with adjusted gross margin climbing further to 51% to 52%. That would extend an already remarkable run and explain why the market has repriced the stock so dramatically. A company earning better than 50-cent margins on the dollar looks very different from the low-margin drive maker investors used to shrug at.
It's also worth noting what Western Digital is today. The company spun off its flash-memory business, Sandisk, into a separate company in early 2025, leaving Western Digital focused squarely on hard disk drives. That focus has turned into an advantage: the cheap, high-capacity drives it makes are exactly what hyperscalers reach for to store the flood of data that AI systems produce and consume.
Why it's down today So why is a stock this strong falling today? It has little to do with Western Digital itself.
Samsung announced guidance for record quarterly operating profit, driven by the same AI-fueled memory demand lifting the whole sector. Yet instead of cheering, investors sold. One worry may be that results this strong might mark the top of a notoriously volatile cycle. Memory and storage stocks slid across the board, and Western Digital, up more than 200% this year as of this writing, dropped alongside them.
That's the risk hiding inside the stock's 2,100% run-up. Storage and memory have always been cyclical, with booming demand eventually leading to oversupply and ultimately resulting in lower prices (and profits).
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Does the AI storage boom justify the price? After a move this large, a stock's valuation deserves a hard look. Even after today's slide, Western Digital trades at more than 30 times forward earnings. That's a rich multiple for a business the market treated as a sleepy hardware supplier not long ago.
But a valuation like this only makes sense if the current demand surge proves durable. If AI-driven storage demand keeps growing and pricing holds, today's earnings can keep climbing and grow into the valuation over time. On the other hand, if the cycle turns, shares could crater.
So, is Western Digital a buy after its enormous run?
I'd be cautious here. The business is booming, and the AI storage demand behind it is no mirage. But buying a cyclical stock just weeks after it set record highs, at more than 30 times earnings, after a 2,100% run, leaves little room for error if the cycle cools. Today's sell-off, triggered by good news rather than bad, is a reminder of how quickly sentiment can shift in this corner of the market.
Shares of Robinhood Markets (HOOD 3.96%) were down by more than 40% year to date at one point but have rapidly closed the gap. The stock has surged by more than 80% from its 52-week low, and it's certainly no fluke. Fundamentals continue to improve, and a major headwind that has plagued Robinhood this year will have a limited impact in future years.
Image source: Getty Images.
Understanding crypto's role in Robinhood's earnings Robinhood's 15% year-over-year revenue growth in the first quarter was disappointing for investors who have come to know the fintech company. The same business grew by 50% year over year in the 2025 first quarter and was up by another 40% a year earlier.
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Those growth rates all boil down to crypto transaction revenue. This part of the business more than tripled in 2024 and doubled in 2025, when comparing the respective first quarters of those years. In the first quarter of this year, that same part of the business was down by 47% year over year.
That backdrop makes the 15% growth rate look more impressive since Robinhood is gradually becoming less reliant on crypto. Fellow fintech Coinbase Global is practically an all-in crypto play, and that has resulted in sizable year-over-year revenue drops in recent quarters. Coinbase saw its overall revenue tumble by more than 30% year over year in the first quarter.
Robinhood was prepared for the crypto crash Coinbase has been scrambling to diversify beyond crypto. It offered stock trading at the end of 2025 and opened up prediction markets on its platform earlier this year. Robinhood was well ahead of the curve on this.
Robinhood became famous due to its zero-commission stock trading that revolutionized the entire brokerage industry. This backstory cemented it as a company that isn't just into crypto, while it will be harder for Coinbase to break out of that mold.
Prediction markets are still an area of strength for Robinhood. That part of the business was the key contributor to "other transaction revenue," which more than quadrupled year over year. It now makes up more than 10% of total sales. Options revenue inched up by 8% year over year and made up more than one-quarter of total sales. Robinhood also generates more than one-third of its revenue from margin interest, and that part of the business grew by 24% year over year.
The fintech has several high-growth products that minimize the impact of fewer crypto trades. A crypto bull market will send Robinhood higher, but it's not necessary. Crypto barely made up 10% of the company's total revenue, and the remaining parts of the business are growing.
Crypto's reduced impact on Robinhood's financials, plus the company's success in multiple verticals, will result in easy year-over-year comparables in 2027. While Robinhood reported 15% year-over-year revenue growth in the recent first quarter, it's likely to deliver a much higher rate in the same period in 2027. That's part of the reason investors are loading up on the stock and betting on a comeback.
Enphase Energy (ENPH - Free Report) closed the most recent trading day at $42.99, moving -3.5% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.45%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.16%.
Shares of the solar technology company witnessed a loss of 21.68% over the previous month, trailing the performance of the Oils-Energy sector with its loss of 5.87%, and the S&P 500's gain of 2.14%.
The upcoming earnings release of Enphase Energy will be of great interest to investors. The company's earnings per share (EPS) are projected to be $0.45, reflecting a 34.78% decrease from the same quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $291.74 million, indicating a 19.66% downward movement from the same quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $2.12 per share and revenue of $1.23 billion, which would represent changes of -28.38% and -16.78%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Enphase Energy. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.1% higher. Enphase Energy is currently sporting a Zacks Rank of #3 (Hold).
From a valuation perspective, Enphase Energy is currently exchanging hands at a Forward P/E ratio of 20.98. Its industry sports an average Forward P/E of 20.98, so one might conclude that Enphase Energy is trading at no noticeable deviation comparatively.
The Solar industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 70, finds itself in the top 29% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
SFEG Holdings Inc. se dohodla na prodeji Specialized Fabrication Equipment Group LLC společnosti Enerpac Tool Group Corp. Gladstone Investment očekává plné splacení dluhu a výrazný kapitálový zisk z podílu.
MCLEAN, VA / ACCESS Newswire / July 7, 2026 / Gladstone Investment Corporation (Nasdaq:GAIN) ("Gladstone Investment") portfolio company SFEG Holdings Inc. announced today that it has agreed to the sale of Specialized Fabrication Equipment Group LLC ("SFEG" or the "Company") to Enerpac Tool Group Corp., marking another successful realization for Gladstone Investment's buyout strategy. Gladstone Investment is expected to receive full repayment of its debt investment and realize a significant capital gain on its equity interest.
SFEG designs and sells a suite of branded, specialty equipment for the fabrication and welding industries. Enerpac is a global provider of industrial tools and services, and the acquisition further expands its portfolio of specialty industrial solutions.
"Gladstone Investment is proud to have supported SFEG across six separate acquisitions that expanded the Company's product offering, customer reach, and market position within the fabrication and welding equipment industry," said Christopher Lee, Executive Vice President of Gladstone Investment. "CEO Vinay Varma, President Aidan Tagliaferro, and the entire SFEG management team successfully scaled the business through organic growth and acquisitions while broadening SFEG's portfolio of branded specialty equipment solutions and we wish them continued success as they further expand under Enerpac."
"The successful sale of SFEG will represent Gladstone Investment's 31st realized exit from a management-supported buyout investment since inception," said David Dullum, Chief Executive Officer and President of Gladstone Investment. "This outcome reflects our strategy of partnering with management teams to build scalable lower middle market businesses while generating current income and long-term capital appreciation for shareholders."
Gladstone Investment is a publicly traded business development company that seeks to make equity and secured debt investments in lower middle market businesses in the United States in connection with acquisitions, changes in control and recapitalizations. Additional information on the transaction can be found at www.gladstoneinvestment.com.
For Investor Relations inquiries related to any of the monthly dividend paying Gladstone funds, please visit www.gladstone.com.
Forward-looking Statements:
The statements in this press release regarding the longer-term prospects of Gladstone Investment, SFEG, Enerpac Tool Group Corp. and their management teams, and the ability of Gladstone Investment, SFEG and Enerpac Tool Group Corp. to grow and expand are "forward-looking statements." These forward-looking statements inherently involve certain risks and uncertainties in predicting future results and conditions. Although these statements are based on Gladstone Investment's current plans that are believed to be reasonable as of the date of this press release, a number of factors could cause actual results and conditions to differ materially from these forward-looking statements, including those factors described from time to time in Gladstone Investment's filings with the Securities and Exchange Commission. Gladstone Investment undertakes no obligation to update or revise these forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
For further information: Gladstone Investment Corporation, (703) 287-5893
Na Insulet a její vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolná stažení zařízení Omnipod 5 a následně Omnipod 5, Omnipod Dash a Omnipod Insulin Management System (Omnipod Eros).
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation (“Insulet” or the “Company”) (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States (“U.S.”) and internationally.
The Company offers, inter alia, its “Omnipod 5” automated insulin delivery (“AID”) system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; and its “Omnipod Dash”, which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet’s manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring.”
On this news, Insulet’s stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the “initat[ion]” of another “voluntary Medical Device Correction”, this time “for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.”
On this news, Insulet’s stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na společnost ChampionX byla podána hromadná žaloba kvůli údajnému zatajování nabídky na převzetí od Schlumberger při zpětném odkupu akcií. Investoři mohou žádat o jmenování hlavním žalobcem do 14. července 2026.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against ChampionX Corporation (“ChampionX” or the “Company”) (NASDAQ: CHX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether ChampionX and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 14, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired ChampionX securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
A Complaint has filed on behalf of investors who sold ChampionX common stock during the Class Period, alleging that the defendants failed to disclose material information, which artificially deflated the price of ChampionX common stock.
Per the allegations of the Complaint, on February 29, 2024, ChampionX received an unsolicited non-public offer from Schlumberger Limited to purchase all the outstanding shares of ChampionX for $36.70 per share. On March 7, 2024, Schlumberger raised its offer to $37.80 per share. The ChampionX class action lawsuit alleges that while these offers were on the table and unknown to the investing public, ChampionX was repurchasing its common stock at market prices significantly below the prices offered by Schlumberger. ChampionX had an obligation to disclose that it had received a formal acquisition offer from Schlumberger or abstain from purchasing ChampionX stock from unsuspecting investors.
During the Class Period, ChampionX’s average stock price was $33.32 per share. On Tuesday, April 2, 2024, during pre-market hours, ChampionX disclosed the merger with Schlumberger. The merger eventually closed on July 16, 2025, with Schlumberger acquiring ChampionX for $40.58 per share.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Constellation Brands v 1. čtvrtletí zvýšila tržby z piva o 2 % na 2,28 miliardy USD a hrubá marže stoupla na 54,3 %. Segment vína a destilátů zůstal slabý, když tržby meziročně klesly o 47 %.
Key Takeaways STZ's beer business continued to drive results with higher sales, pricing gains and resilient shipment growth.Constellation Brands generated strong cash flow while continuing share repurchases and dividend payments. STZ expects fiscal 2027 enterprise organic net sales to range from a 1% decline to a 1% increase. Constellation Brands (STZ - Free Report) sits at the center of two important alcohol trends. Beer demand is still carrying the business, while wine and spirits remain in reset mode after portfolio actions.
The question for investors is whether premium brands and cost savings can offset uneven consumer spending, tariffs and higher marketing needs. The latest numbers show both resilience and pressure.
Beer Demand Remains the Main SignalBeer remains the clearest source of operating strength for Constellation Brands. In first-quarter fiscal 2027, beer net sales increased 2% to $2.28 billion, supported by $40.7 million of shipment volume growth and $17.6 million of pricing gains. Shipments rose 1.8%, while depletions slipped 0.3% in a volatile consumer backdrop.
The brand mix still matters. Modelo Especial and Corona Extra faced declines, but Pacifico, Victoria and Modelo Chelada delivered gains that helped support the portfolio. Management continues to emphasize consumer insights, occasion-based marketing and disciplined investment as it works to keep scaled brands relevant.
Anheuser-Busch InBev SA/NV (BUD - Free Report) provides a useful beer benchmark because it also competes through a broad global portfolio and event-driven marketing. Its presence highlights how large brewers are pushing premium, non-alcoholic and occasion-led offerings to defend share.
Margins Reflect Relief and New Cost PressuresConstellation Brands’ margin story is not one-dimensional. Consolidated gross profit as a percentage of net sales rose to 54.3% in the first quarter from 50.4% a year earlier. Comparable operating income increased to $834.2 million from $809.9 million.
Beer operating margin was 39.0%, nearly flat with 39.1% in the prior-year period. Fixed cost absorption and pricing helped, but higher materials costs, tariffs, unfavorable product mix and marketing spending limited expansion. Tariffs tied largely to aluminum imports totaled $13.0 million, and marketing as a percentage of beer net sales is expected to rise above 10% in the second and third quarters to support major sports activations.
Wine and Spirits Remain a DragThe Wine and Spirits segment shows why Constellation’s alcohol exposure is still uneven. Segment net sales fell 47% year over year to $149.2 million in the first quarter, mainly because $142 million of sales from the 2025 Wine Divestitures were no longer in the business.
The organic view was better, with wine and spirits organic net sales up 8%, organic shipments up 7.7% and depletions up 6.6%. Still, the segment reported a comparable operating loss of $1.1 million, and fiscal 2027 organic net sales are expected to range from down 1% to up 1%. Diageo plc (DEO - Free Report) , with its large spirits, beer and wine portfolio, remains a relevant peer for investors tracking premiumization and pressure across global beverage alcohol.
Cash Flow and Capital Returns Add SupportConstellation Brands continues to generate cash while funding brand investment, brewery projects and capital returns. Net cash provided by operating activities was $661.8 million in the first quarter, compared with $637.2 million in the prior-year period.
The company repurchased 1.5 million Class A shares for $223.8 million during the quarter and another 714,387 shares for $100 million after quarter end. As of June 26, 2026, $2.75 billion remained available for future repurchases. The board also declared a quarterly dividend of $1.03 per Class A share.
What Should Investors do With STZ Now?The bottom line is that STZ is tracking the right alcohol themes in premium beer, non-alcohol offerings and portfolio reshaping, but the near-term setup is constrained by soft consumer demand and margin pressure. Fiscal 2027 guidance still calls for enterprise organic net sales growth in a range of down 1% to up 1%, underscoring limited visibility.
Image Source: Zacks Investment Research
STZ currently carries a Zacks Rank #4 (Sell). That rank signals pressure from earnings estimate trends, so investors may want to be selective despite the company’s brand strength and cash generation.
The stock has a Value Score of B, Growth Score of C, Momentum Score of B and VGM Score of B. The B grades show favorable value and momentum characteristics, but Style Scores are designed to complement the Zacks Rank, not override it. For now, STZ looks like a stock with solid assets but a cautious earnings setup.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Pomerantz LLP vyšetřuje možné porušení zákona ze strany DXC Technology a jejího vedení po slabých výsledcích za 4. čtvrtletí a výhledu na fiskální rok 2027. Akcie DXC po zprávě 8. května 2026 klesly o 21,48 % na 9,43 USD.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of DXC Technology Company (“DXC” or the “Company”) (NYSE: DXC). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether DXC and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 7, 2026, after the market closed, DXC reported its fourth quarter and full fiscal year 2026 financial results. The Company reported total revenue of approximately $3.13 billion for the fourth quarter, representing a 1.2% year-over-year decline and a 6.6% decline on an organic basis. DXC also reported fourth quarter bookings of approximately $3.3 billion, down 13.5% year over year. During the accompanying earnings call, management disclosed that DXC’s top-line performance fell short of expectations. The Company stated that it missed its organic revenue guidance by approximately $75 million, or two percentage points, and that this was not just a pipeline and demand issue, but also an execution issue. DXC also issued fiscal year 2027 guidance projecting continued organic revenue decline of approximately 3% to 5% year over year.
On this news, DXC’s stock price fell $2.58 per share, or 21.48%, to close at $9.43 per share on May 8, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Resmed uzavřel definitivní dohodu o prodeji divize MatrixCare firmě Frazier Healthcare Partners. Transakce má být dokončena v prvním čtvrtletí fiskálního roku 2027.
SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- Resmed (NYSE: RMD, ASX: RMD), the leading health technology company focused on sleep, breathing and care delivered in the home, today announced it has entered into a definitive agreement to sell its MatrixCare business to Frazier Healthcare Partners, a private equity firm focused exclusively on health care.
This move reflects Resmed’s 2030 strategy by focusing on high-growth, scalable opportunities in sleep health, breathing health and connected home-based healthcare. The divestiture also strengthens Resmed’s ability to reallocate capital and resources toward innovation, operational scale and long-term value creation across its connected, home-based care ecosystem.
MatrixCare provides software solutions to more than 15,000 providers and supports skilled nursing, senior living and long-term care, life planning communities and home health and hospice care.
“Today’s announcement is about our disciplined approach to portfolio management and our commitment to driving long-term growth,” said Mick Farrell, Chairman and CEO of Resmed. “By focusing on areas where we see the greatest opportunity for sleep health innovation and impact, we are strengthening our ability to deliver life-changing health technologies, improve patient outcomes and create value for our stakeholders. We are confident MatrixCare and its affiliated businesses will continue to support team members and drive growth under new ownership with a dedicated focus on the long-term care market.”
“Frazier has spent several years evaluating the post-acute care technology sector and believes MatrixCare has established itself as a leading platform serving skilled nursing, senior living and home health and hospice providers,” said Ryan Lucero, General Partner at Frazier Healthcare Partners. “We are thrilled to partner with the MatrixCare team and plan to invest aggressively in product innovation to help providers deliver better outcomes as the post-acute care landscape continues to evolve.”
The transaction includes MatrixCare and related software offerings historically sold under the MatrixCare brand, including Healthcare First, Citus and home health and hospice solutions (collectively defined as the “MatrixCare business”). It excludes Resmed’s other software businesses, Brightree in the U.S. and MEDIFOX DAN in Germany.
The transaction is expected to close during the first quarter of Resmed’s fiscal year 2027, subject to required regulatory approvals and customary closing conditions. Until closing, MatrixCare will continue to operate as part of Resmed, with no changes to customer service or support.
Resmed is providing additional information regarding this transaction through a Form 8-K furnished with the U.S. Securities and Exchange Commission (SEC). Supplementary materials related to this press release are available on Resmed’s Investor Relations website at investor.resmed.com.
Resmed will provide further updates regarding the financial impact of the transaction in its regulatory filings for the fourth quarter of its fiscal year 2026, consistent with regulatory requirements.
About Resmed
Resmed (NYSE: RMD, ASX: RMD) creates life-changing health technologies that people love. We’re relentlessly committed to pioneering innovative technology to empower millions of people in 140 countries to live happier, healthier lives. Our AI-powered digital health solutions, cloud-connected devices and intelligent software make home healthcare more personalized, accessible and effective. Ultimately, Resmed envisions a world where every person can achieve their full potential through better sleep and breathing, with care delivered in their own home. Learn more at Resmed.com and follow @Resmed.
About Frazier Healthcare Partners
Founded in 1991, Frazier Healthcare Partners is a private equity firm focused exclusively on the healthcare industry. Since its inception, Frazier has raised over $11 billion of capital for private funds and co-investment opportunities and has invested in more than 200 companies over 35 years. Frazier has a philosophy of partnering with strong management teams while leveraging its internal operating resources and network to build exceptional companies. Frazier is headquartered in Seattle, WA, with an office in New York City, and invests broadly across the U.S., Canada, and Europe. For more information about Frazier, visit www.frazierhealthcare.com/home.
AeroVironment v červnu ztratila více než 20 % poté, co odhalila účetní chyby ve dvou finančních výkazech a musela přepočítat výsledky. Chyby podhodnotily provozní ztrátu o 89,4 milionu USD.
In an age where drones are reshaping the modes and methods of aerial warfare, among other fields, AeroVironment (AVAV 8.02%) has been a red-hot stock recently.
In June, however, sentiment toward the next-generation defense company's stock cooled considerably, mainly due to accounting errors affecting two sets of financial statements. This had a lingering, deleterious effect on the stock, which ultimately lost more than 20% of its value over the month.
Image source: Getty Images.
A fumble with the financials That bad news hit the headlines on June 22; AeroVironment disclosed it in a regulatory filing with the Securities and Exchange Commission (SEC). It said the audit committee of its board of directors found that its 10-Q quarterly earnings statement covering the three-month and nine-month periods ending Jan. 31, 2026, contained errors and was in need of restatement.
Getting into the weeds somewhat, the company said the fault lay in the carrying value used in its goodwill impairment calculation.
In turn, this affected the company's loss from operations, which was understated by $89.4 million for both periods. Ditto for net loss, understated by slightly less (nearly $87.3 million), plus associated basic and diluted net loss per share (by $1.75 per share for the three-month period, and $1.79 per share for the longer stretch).
Finally, total assets were overstated by that $89.4 million, and liabilities by over $2.1 million. Total stockholders' equity was overstated by the same near-$87.3 million in the net loss calculation.
The same day that the announcement was made, AeroVironment published an update to its 10-Q with the requisite corrections. Although that mitigated deeper price erosion, it was an embarrassment and a setback for a business that generally had a positive reputation.
It's fortunate, then, that its earnings report for the following quarter was made public one week later. AeroVironment's stock soared yet again, which was understandable because the company managed to more than double revenue on a year-over-year basis (to almost $642 million). Net income under generally accepted accounting principles (GAAP) also blasted higher, to $63 million from $17 million.
That revenue line, and the company's non-GAAP net income of $1.84 per share, easily topped the average analyst estimates.
Today's Change
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The fourth quarter was the fix Without the saving grace that was that fiscal fourth-quarter earnings release, AeroVironment surely would have seen a steeper price decline. It continues to do very well as an effective operator in the drone and defense systems space, but I'd be more bullish on its future if its financial reporting efforts were similarly top-class.
Principal Financial Group se dohodla na akvizici Beam Benefits, poskytovatele zaměstnaneckých benefitů pro více než 25 000 malých firem. Uzavření se čeká v druhé polovině roku 2026.
DES MOINES, Iowa--(BUSINESS WIRE)--Principal Financial Group® (Nasdaq: PFG) announced today an agreement to acquire Beam Benefits, an employee benefits company serving over 25,000 small businesses.
“Beam Benefits’ focus on serving the small business market aligns directly with our commitment to helping small and midsized businesses (SMBs) protect their businesses and their employees,” said Amy Friedrich, president of Benefits and Protection at Principal. “This acquisition strengthens our momentum and delivery of above-market growth in that segment.” Principal currently serves 180,000 employers providing comprehensive retirement, benefits, and business owner solutions.1
Beam offers dental, vision, and ancillary benefits supported by a cloud-native technology stack with AI at its core. The business has scaled rapidly in the small business segment, generating approximately $175 million in premiums in 2025.
“Beam Benefits is purpose-built to transform the employee benefits experience by combining intuitive, cloud-native technology with an unwavering focus on expanding access to vital employee benefits for small business employers, employees, and their families. Joining forces with Principal is the natural next step in our journey,” said Tolithia Kornweibel, CEO of Beam Benefits.
“Beam has built a meaningful customer base that generates strong premium volume,” said Friedrich. “Its digital-first model brings scalable capabilities that can complement our platform, support continued growth, and enhance the customer experience. Beam’s talent and deep expertise in the small business marketplace will be additive to our SMB strategy.”
The acquisition is expected to close in the latter half of 2026, subject to the completion of customary closing conditions and regulatory approvals. Capital deployment and earnings per share growth targets remain unchanged for 2026. Principal expects this acquisition to accelerate premium and fee growth for Specialty Benefits to at or above the high-end of the 5 – 9% medium-term target range in 2027.
Perella Weinberg Partners served as financial advisor to Principal, with Skadden, Arps, Slate, Meagher & Flom LLP acting as legal counsel. Ardea Partners LP served as financial advisor to Beam Benefits, with Wilson Sonsini Goodrich & Rosati, P.C. acting as legal counsel.
About Principal Financial Group®
Principal Financial Group® (Nasdaq: PFG) is a global financial company with approximately 19,000 employees1 passionate about improving the wealth and well-being of people and businesses. In business for 146 years, we’re helping over 82 million customers1 plan, insure, invest, and retire, while working to support the communities where we do business, and building an inclusive workforce. Principal® is proud to be recognized as one of the 2026 World’s Most Ethical Companies2 and named as a “Best Places to Work in Money Management3.” Learn more about Principal and our commitment to building a better future at principal.com.
About Beam Benefits
Beam Benefits is a digitally-native employee ancillary benefits company that offers dental, vision, life, disability, and supplemental health coverage for employers. The company simplifies and modernizes ancillary benefits through its intuitive online platform, self-service tools, AI-powered underwriting, and thoughtful coverage for improved overall wellness. Beam is available in 46 states and the District of Columbia. Learn more at beambenefits.com.
This news release contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words “expect,” “continue,” “plan,” “will,” “strategy,” “target,” and similar expressions, among others, generally identify forward-looking statements, which speak only as of the date the statements were made. Forward-looking statements are made based upon management’s current expectations and beliefs concerning future developments and their potential effects on us. Such forward-looking statements are not guarantees of future performance. Actual results may differ materially from those included in the forward-looking statements as a result of risks and uncertainties. Those risks and uncertainties include, but are not limited to, the risk factors listed in Item 1A, “Risk Factors,” in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and the other filings we make with the U.S. Securities and Exchange Commission (the “SEC”). We disclaim any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Na Verra Mobility byla podána skupinová žaloba kvůli údajnému podvodu s cennými papíry a dalším nezákonným praktikám. Společnost po oznámení ukončení smlouvy s Avis Budget Group snížila výhled na rok 2026.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Verra Mobility Corporation (“Verra” or the “Company”) (NASDAQ: VRRM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Verra and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 4, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Verra securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 26, 2026, Verra disclosed receipt of a termination notice effective September 2026 from Avis Budget Group – historically, one of Verra’s largest customers – regarding the companies’ contract. Verra also announced that it is taking immediate actions to cut costs, adapt operations, and reposition its business. Verra also revised its 2026 outlook, despite confirming all 2026 guidance metrics just 20 days earlier.
On this news, Verra’s stock price fell $9.23 per share, or 70.57%, to close at $3.85 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Primoris snížil celoroční výhled upraveného EBITDA z 560–580 milionů USD na 480–500 milionů USD a uvedl slabší výsledky za 1. čtvrtletí 2026. Akcie po zprávě prudce klesly.
LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Primoris Services Corporation (“Primoris” or the “Company”) (NYSE: PRIM) on behalf of investors concerning the Company’s possible violations of federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON PRIMORIS SERVICES CORPORATION (PRIM), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.
What Is The Investigation About?
On May 5, 2026, Primoris issued a press release reporting its financial results for the first quarter of 2026. Primoris reported results below analyst expectations and slashed full-year adjusted EBITDA guidance from $560-$580 million to $480-$500 million. Primoris attributed the reduction to lower renewable energy activity, delayed project starts, and increased costs on renewable energy projects.
On this news, Primoris's stock price fell $101.69 per share, or 50.11%, to close at $101.23 per share on May 6, 2026, thereby injuring investors.
Then, on June 22, 2026, Primoris revealed a series of business updates including the departure of its Chief Operating Officer and a further slash to its financial outlook for the full year of 2026, in part due to “cost overruns and delays” related to six of the Company’s projects. The company also said it anticipates lower revenue and gross profit for full year 2026, primarily driven by lower expected revenue and gross profit in the renewables business, where it now sees full-year revenue at $2.1 billion to $3 billion.
On this news, Primoris’s stock price fell $23.39, or 21.6%, to close at $84.95 per share on June 22, 2026, thereby injuring investors further.
Contact Us To Participate or Learn More:
If you purchased Primoris securities, have information or would like to learn more about these claims, or 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,
2121 Avenue of the Stars, Suite 800,
Century City, California 90067
Call us at: 310-914-5007
Visit our website at: www.frankcruzlaw.com.
Email us at: [email protected]
Follow us for updates on Twitter at twitter.com/FRC_LAW.
If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Pomerantz LLP vyšetřuje Certara kvůli možnému podvodu s cennými papíry a dalším nezákonným praktikám. Firma zároveň oznámila pokles výnosů ze služeb o 4 % na 57,2 milionu USD a bookings o 14 % na 66,6 milionu USD.
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Certara, Inc. (“Certara” or the “Company”) (NASDAQ: CERT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Certara and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 11, 2026, Certara reported its first quarter 2026 financial results. Certara disclosed that services revenue declined 4% year-over-year to $57.2 million, while services bookings declined 14% year-over-year to $66.6 million. In discussing the quarter, Certara said that it saw “softer performance from Tier 1 customers in MIDD services” and that services performance was “mixed.” The Company also announced its exit from the regulatory business in their service segment. I n response to a question about consistency between software and services performance, Certara said that there had been “a lot of inconsistency and back and forth” over the last few quarters.
On this news, Certara’s stock price fell $1.18 per share, or approximately 19%, to close at $5.13 on May 11, 2026.
Then, on June 17, 2026, Certara announced that John Gallagher, the Company’s Chief Financial Officer, had notified Certara of his intent to resign from his office effective as of the end of the day on July 14, 2026.
On this news, Certara’s stock price fell $0.49 per share, or 8.13%, to close at $5.54 per share on June 18, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
MasTec koupí Superior Group za 1,65 miliardy USD v hotovostně-akciové transakci, aby rozšířila nabídku infrastruktury pro datová centra. Uzavření se očekává v polovině až koncem července.
Dollar bills are seen in a currency-counting machine at a currency exchange, in Tehran, Iran, October 5, 2025. Majid Asgaripour/WANA (West Asia News Agency) via REUTERS ATTENTION EDITORS -... Purchase Licensing Rights, opens new tab Read more
CompaniesJuly 7 (Reuters) - Infrastructure engineering and construction firm MasTec (MTZ.N), opens new tab said on Tuesday it would acquire electrical contractor Superior Group in a $1.65 billion cash-and-stock deal, as it seeks to expand its data center infrastructure offerings.
MasTec, which primarily caters to data centers' power generation and energy transmission needs, will now be able to supply the electrical systems for data centers, through the Superior Group deal, it said.
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Companies across sectors have been racing to boost their offerings amid a global buildout of data centers to fuel growing demand for AI services.
MasTec said it expects to close the deal by mid- to late-July.
Reporting by Nandan Mandayam in Bengaluru; Editing by Maju Samuel
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Petrobras uzavřela s regulátorem ANP dohodu v hodnotě 300 milionů reais, aby uvedla 335 dočasně opuštěných offshore vrtů do souladu s bezpečnostními a ekologickými pravidly. Na splnění má čas do konce roku 2030; 233 vrtů už je v souladu.
A view shows the logo of Brazilian state-run oil firm Petrobras in Rio de Janeiro, Brazil June 5, 2025. REUTERS/Ricardo Moraes Purchase Licensing Rights, opens new tab
CompaniesRIO DE JANEIRO, July 7 (Reuters) - Brazilian state-run oil firm Petrobras (PETR3.SA), opens new tab signed an agreement with regulator ANP committing to bring 335 temporarily abandoned offshore wells into compliance with safety and environmental rules, both parties said in separate statements on Tuesday.
Under the signed agreement, Petrobras will pay 300 million reais ($58.3 million) to ANP, and has until the end of 2030 to comply with the rules.
The agreement is a result of negotiations between the oil regulator and Petrobras.
Petrobras said it has already brought 233 of the 335 wells into compliance.
($1 = 5.1484 reais)
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Reporting by Marta Nogueira in Rio de Janeiro and Andre Romani in Sao Paulo; Editing by Kylie Madry
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