Akcie AST SpaceMobile letos klesly o 42,35 % po dvou případech nenaplnění tržebních očekávání a emisi konvertibilních dluhopisů v objemu 1,15 mld. USD.
AST SpaceMobile has shed nearly half its value while satellite peers soared, yet one Wall Street analyst still sees it doubling from here. The next few launches will either validate that conviction or trigger another round of painful dilution.
AST SpaceMobile (NASDAQ:ASTS) currently trades at $41.87, while analysts’ consensus price target sits at $74.28. The difference points to 77.4% upside.
AST is building a space-based cellular broadband network that links ordinary smartphones directly to its BlueBird satellites. It counts 60+ mobile network operators covering 3+ billion subscribers as partners.
AST is valued near $12.55B, and Barron’s recently called it the new battleground stock. The biggest bull, Roth MKM’s Scott Searle, carries a $108.00 target, meaning 157.9% upside.
A Launch Loss, Two Misses and Fresh Dilution Cut Shares by 42% Back-to-back revenue misses did the most damage. Q1 revenue of $14.73M missed by 59.72%, and Q2 revenue of $31.52M missed the $34.40M consensus. Q2 GAAP EPS landed at -$0.77 against a -$0.29 estimate. That figure included a $125.9M loss tied to the BB7 launch incident and an $88.7M induced conversion expense on convertible notes. The operating loss reached $297.6M.
The stock is down 42.35% this year. The slide picked up speed recently, with shares falling 28.45% over the past month. A securities class action now says that management minimized how often capital needs would add debt and dilution, and overstated AST’s competitive position against Starlink’s direct-to-cell service (per the Robbins Geller case summary). A $1.15B convertible notes offering in July heightened the dilution worries.
Roth’s $108 Call Depends on 45 Satellites and a $1 Billion Revenue Year Searle rates the stock Buy, citing a first-mover moat in direct-to-device broadband, tier-1 carrier partnerships and capital he believes covers the full constellation launch. Management is targeting approximately 45 BlueBird satellites in orbit by early 2027. It still expects revenue approaching $1 billion in the first full year of commercial service, and says government work “could contribute to probably as much as half” of that total.
The balance sheet supports the story. AST holds a ~$1.30B contracted backlog and more than $3.70B in pro forma liquidity, and it confirmed FY2026 revenue guidance of $150M to $200M. The consensus FY2027 revenue estimate is roughly $581.7 million, but individual forecasts run from $345.1 million to $834.1 million.
Conviction is thin, though. Of 14 analysts, 1 rates it Strong Buy, 4 Buy, 7 Hold, 1 Sell and 1 Strong Sell. Estimates are moving the wrong way. The FY2027 EPS consensus has fallen from -$0.6476 to -$1.2782 over 90 days, with no upward revisions in the past month. Scotiabank also cut its rating to Sector Underperform.
Satellite Peers Rallied While AST SpaceMobile Fell Alone AST’s decline is specific to AST. Its closest US-listed peers are up sharply this year.
Iridium Communications (NASDAQ:IRDM | IRDM Price Prediction) trades at $44.18, up 157.39% this year and down only 5.54% over the past month. Its price now tracks Rocket Lab (NASDAQ:RKLB) under a pending all-stock acquisition by Rocket Lab, expected to close in mid-2027, so deal terms outweigh any analyst target. No reliable consensus target was available.
Viasat (NASDAQ:VSAT) trades at $60.29, up 74.96% this year despite a 21.07% drop over the past month. No dependable consensus target or ratings split was available. Its record $1.40 billion defense backlog gives it a firmer base than AST.
On the targets that could be checked, AST carries the group’s largest analyst-implied upside. It is also the only name in the group with deep losses and large capital needs still ahead.
Down 42% While the S&P 500 Gained 12% At $41.87, AST has 77.4% implied upside to the $74.28 consensus target set by 14 analysts. Shares are down 42.35% year to date, while the S&P 500 has gained 12.42%. Over one year, AST has lost 49.85% against the index’s 15.38% gain.
The stock sits near its 52-week low of $39.87, far from its high of $133.86. Its beta of 2.706 signals oversized swings, the kind that belong in the slice of a portfolio reserved for speculation (we wrote a free guide on sizing that slice and setting exit rules, here). Analyst targets are one data point and guarantee nothing, especially for a pre-commercial company.
Commercial Launch Decides Whether This Gap Closes AST SpaceMobile’s case improves if it reaches the 45-satellite mark on schedule and turns on commercial service early enough for 2027 revenue to move toward the top of the estimate range. Launch delays that push service into late 2027 would raise the risk, because that would mean more convertible raises, more dilution and more falling estimates.
On the bull side, AST has production running at approximately six satellites per month, 10 launches booked and funded government contracts. The downside is just as concrete: two straight misses, an active lawsuit and Starlink competing for the same customers.
I lean cautious. The 77.4% gap is real, but the next few launches matter more than any price target.
Contact [email protected] for any questions or corrections.
Banc of California spustila služby privátního bankovnictví pro bonitní klienty, rodinné kanceláře, podnikatele a manažery s individuálními řešeními v oblasti vkladů, úvěrů a správy likvidity.
New offering provides a relationship-driven experience that delivers personalized service and tailored financial solutions for high-net-worth clients
LOS ANGELES--(BUSINESS WIRE)--Banc of California, a wholly owned subsidiary of Banc of California, Inc. (NYSE: BANC), today launched a new Private Banking service designed for high-net-worth individuals, family offices, business owners, executives and their families.
Banc of California has been serving businesses for more than 85 years. The new Private Banking service extends Banc of California’s relationship-driven commercial banking experience to clients’ personal financial needs, providing coordinated support across both their personal and business banking relationships.
Private Banking gives clients direct access to dedicated Private Bankers and Private Client Service Managers who bring together relationship-based service, secure digital banking, treasury resources, deposit solutions and lending options aligned with their financial goals. For wealth managers and registered investment advisors (RIAs), Banc of California will be a Private Banking partner that supports their clients’ banking, lending and liquidity needs.
“Private Banking is a natural extension of the Banc of California client experience,” said Jared Wolff, Chairman and CEO of Banc of California. “We are launching this solution to fill the void we see in the market for a very high-touch, tech-forward banking experience that simplifies the lives of families, family offices and high-net-worth individuals. Because we aren’t trying to be everything to everyone, we can focus on what we do well — delivering exceptional banking that’s tailored and personalized — while working closely with the client’s outside financial advisers to deliver a complete financial solution.”
The group will be led by Aaron Houpis, Executive Vice President and Managing Director of Specialty Deposits & Private Banking. “We designed a high-touch solution with input from clients and wealth managers who felt there was a gap in the market on the personal side, having experienced Banc of California’s service-first approach on the business side,” Houpis said. “Our team is ready to deliver a seamless and outstanding experience for Private Banking clients that many aren’t finding in the market today.”
Banc of California’s Private Banking offerings will include premium deposit accounts, customized personal lending and lines of credit, and treasury solutions designed to support clients’ broader financial goals. Clients will also benefit from a full suite of digital tools, priority service and direct access to experienced bankers who understand the unique needs of high-net-worth individuals, business owners and executives.
To learn more about Banc of California’s Private Client Services, please visit Private Banking Designed Around You | Banc of California.
About Banc of California, Inc.
Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California is the largest independent bank headquartered in Los Angeles and the third largest bank headquartered in California and offers a broad range of loan and deposit products and services through 77 full-service branches located throughout California and in Denver, Colorado, and Durham, North Carolina, as well as through regional offices nationwide. The Bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The Bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. Member FDIC. For more information, please visit us at www.bancofcal.com.
Společnost Bronstein Gewirtz & Grossman, LLC podala hromadnou žalobu proti společnosti D-Wave Quantum kvůli údajným zavádějícím informacím o jejím podnikání a finančních výhledech.
SHAREHOLDER ALERT: Bronstein Gewirtz & Grossman, LLC Announces Class Action Against D-Wave Quantum Inc. (NASDAQ: QBTS) -- Investors Who Suffered Losses Are Encouraged to Contact the Firm.PR Newswire
NEW YORK, Oct. 20, 2026
, /PRNewswire/ -- Lead Plaintiff Deadline: December 15, 2026. Investors who purchased (NASDAQ: QBTS) securities between February 26, 2026 and August 25, 2026 may be eligible to recover losses.
Bronstein, Gewirtz & Grossman, LLC ("BG&G"), a nationally recognized investor-rights law firm, announces that it has filed a securities class action lawsuit against D-Wave Quantum Inc. (NYSE: QBTS) ("D-Wave" or the "Company") and certain of its officers.
The lawsuit, captioned , Case No. 5:26-cv-11953, was filed on October 15, 2026, in the United States District Court for the Northern District of California. The action seeks to recover damages on behalf of all persons and entities that purchased or otherwise acquired D-Wave securities between February 26, 2026 and August 25, 2026, both dates inclusive (the "Class Period"), for alleged violations of the federal securities laws.
Investors are encouraged to join this case by visiting the firm's website: https://bgandg.com/cases/d-wave-quantum-inc-qbts-class_action_lawsuit/
D-Wave Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and financial prospects. Specifically, the complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
Defendants materially overstated D-Wave's business, operational, and financial prospects;The foregoing was reasonably likely to negatively impact the Company's business and reputation; andAs a result, Defendants' public statements were materially false and misleading at all relevant times.On August 6, 2026, D-Wave reported second-quarter revenue of $3.08 million, falling short of analysts' expectations of approximately $4.03 million to $4.08 million. On this news, D-Wave's stock price declined $1.99 per share, or 9.28%, closing at $19.41 per share.
Then, on August 25, 2026, D-Wave announced that Chief Financial Officer John Markovich would retire and resign from his position effective September 2, 2026. On this news, D-Wave's stock price fell $1.84 per share, or 9.51%, closing at $17.51 per share on August 26, 2026.
What's Next for D-Wave Investors?
Bronstein, Gewirtz & Grossman, LLC has already filed a class action lawsuit on behalf of D-Wave investors. The action is pending in the United States District Court for the Northern District of California under Case No. 5:26-cv-11953.
If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/d-wave-quantum-inc-qbts-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in D-Wave you have until December 15, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to D-Wave Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for D-Wave Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
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Build-A-Bear 5. listopadu otevře v ICON Parku v Orlandu víceúrovňovou prodejnu s vůbec první specializovanou dílnou Pokémon, čtvrtou dílnou Hello Kitty a prvním konceptem Promise Pets.
All-new immersive spaces featuring Pokémon, Hello Kitty® and Friends, and Promise Pets™ will debut when Build-A-Bear is scheduled to open its most iconic experience on Nov. 5
, /PRNewswire/ -- Build-A-Bear Workshop, the global retailtainment brand known for adding a little more heart to life, today offers a first look at three distinct Workshop experiences that will be inside its highly anticipated new multi-level location at Orlando's ICON Park, officially opening on Thursday, Nov. 5.
The new Build-A-Bear Workshop location will feature the first-ever Build-A-Bear x Pokémon Workshop, the brand's fourth Build-A-Bear x Hello Kitty and Friends® Workshop, and the debut of Promise Pets™ by Build-A-Bear Workshop. Each fully themed space will bring a distinct world to life through immersive storytelling, hands-on personalization, and memorable moments designed for guests of all ages. See renderings here.
"ICON Park represents a defining moment for Build-A-Bear as we continue to evolve into a true destination brand," said Chris Hurt, Chief Executive Officer of Build-A-Bear Workshop. "By bringing beloved franchises and original concepts together in one immersive environment, we're creating new ways for guests to connect, personalize, and make lasting memories. This is the future of Build-A-Bear, where storytelling and emotional connection come to life in bigger, more meaningful ways."
A Preview of What's to Come: Discovery, Fandom and Play
Each planned specialty shop will deliver a distinct experience while seamlessly integrating into the larger Workshop environment, encouraging exploration, personalization and shareable moments throughout the visit.
Build-A-Bear x Pokémon Workshop
A first-of-its-kind Pokémon specialty shop for Build-A-Bear, this environment will bring the world of Pokémon to life through exclusive product experiences, recognizable iconography, and bold visuals. Designed as an immersive fan destination, the space will invite Trainers of all ages to celebrate their fandom with collectible plush, apparel, and photo-worthy experiences.
"Pokémon has always been about exploration, discovery, and the joy of connection, and this new Build-A-Bear experience at ICON Park will bring those elements to life," said Amy Sachtleben from The Pokémon Company International. "We're excited for our fans to step into a space designed just for Trainers, where they can celebrate their love of Pokémon through Build-A-Bear's distinct make-your-own experience, while creating unforgettable moments."
Build-A-Bear x Hello Kitty and Friends® Workshop
This vibrant, highly visual destination will immerse guests in the world of Hello Kitty through dreamy pink visuals, custom fixtures, and unmistakable brand storytelling designed to delight fans of all ages. A curated assortment of Hello Kitty and Friends plush available only at ICON Park brings a sense of rarity and collectability that makes the visit feel extra special.
"We're proud to expand our relationship with Build-A-Bear after a successful past year opening three distinct Build-A-Bear x Hello Kitty and Friends® Workshops that bring together the best of both brands," said Jill Koch, Chief Brand Officer, Sanrio Inc. "Having our fourth collab store inside Build-A-Bear's most iconic Workshop yet creates a powerful new stage to engage fans and bring our characters to life in fresh, immersive ways."
Promise Pets™ by Build-A-Bear Workshop
A heart-led, interactive environment centered on nurturing play, Promise Pets will invite guests to "adopt" their new plush companion in a thoughtfully designed adoption-style experience. The space is being built to spark imagination and emotional connection while encouraging empathy and storytelling through pet care play.
"Promise Pets is one of our most successful original concepts because it captures what Build-A-Bear does best: turning personalization, storytelling, and emotional connection into a meaningful experience for guests," said Kim Utlaut, Chief Brand Officer of Build-A-Bear Workshop. "Bringing this proprietary brand to ICON Park gives us a powerful way to showcase the strength of our own IP alongside beloved licensed franchises, while creating an adoption-inspired destination that adds even more heart, play, and imagination to the overall Workshop experience."
Build-A-Bear's ICON Park location is being designed as a destination experience, combining immersive retail, experiential storytelling and customization to reimagine what a Build-A-Bear Workshop can be. Across the space, guests will be able to explore, personalize, and create, culminating in signature moments like the brand's iconic Heart Ceremony.
Additional details on the grand opening celebration on Nov. 5 will be announced in the coming weeks. See photos of the specialty shop renderings here.
About Build‑A‑Bear Workshop, Inc.
Founded in 1997, Build‑A‑Bear is a leading global retailtainment brand on a mission to add a little more heart to life. At Build-A-Bear, guests are invited to create personalized furry friends through a unique stuffing, dressing, accessorizing, and naming process, accentuated by a memorable "heart ceremony" that creates moments of connection for people of all ages.
Over the years, Build‑A‑Bear has grown into a multi‑generational phenomenon, positioned at the intersection of pop‑culture trends. Beyond its signature retail experience, the brand also offers pre‑stuffed plush, gifting, partnerships with best‑in‑class licensed and collectible characters, and original storytelling through Build‑A‑Bear Entertainment, LLC. Build‑A‑Bear's current brand platform and message, "The Stuff You Love," crosses ages and cultures while celebrating nearly 30 years of helping people mark life's meaningful moments.
Today, Build‑A‑Bear operates more than 650 company-owned, partner-operated, and franchise experience locations across more than 30 countries, complemented by buildabear.com. Build‑A‑Bear Workshop, Inc. (NYSE: BBW) reported $529.8 million in total revenues for fiscal 2025, representing the company's 5th consecutive year of record results. Learn more at the Investor Relations section of buildabear.com.
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Navitas Semiconductor po akvizici Claros rozšiřuje nabídku v oblasti napájení AI datacenter; jeho cílový obsluhovatelný trh do roku 2030 vzrostl z 3,5 mld. USD na více než 8 mld. USD.
High Voltage Returns: Navitas Rewires AI Data CentersNavitas Semiconductor NASDAQ: NVTS said its completed acquisition of Claros expands its power-semiconductor portfolio to address AI infrastructure from electrical-grid conversion through processor-level power regulation.
During a webinar focused on AI data-center power requirements, President and CEO Chris Allexandre described the transaction as a defining step in the company’s “Navitas 2.0” strategy, which has shifted away from consumer markets toward high-power applications. He said Navitas expects mobile revenue to be insignificant by the end of 2026, with nearly all revenue coming from high-power markets.
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Sovereign AI: Palantir and Nebius Cut the Cloud Cord“Power has become a bottleneck for AI compute,” Allexandre said. “Delivering more usable power, more efficiently is an enabler of more compute output.”
The company said its focus includes AI data centers, grid and energy infrastructure, high-performance computing, and industrial electrification. Its portfolio now combines gallium nitride, or GaN, devices for high-frequency power conversion; silicon carbide, or SiC, products for high-voltage applications; and Claros’ integrated voltage-regulator, or IVR, technology for delivery of power close to processors.
Grid-to-XPU Strategy
Power Struggle: Wolfspeed Sues Navitas Over AI ChipsNavitas presented its “grid-to-XPU” architecture as a response to what it calls the AI infrastructure power wall: cumulative power losses, heat, power-density constraints and material requirements that arise across a data center’s electrical path.
Chief Marketing Officer Llew Vaughan-Edmunds said traditional systems face limitations at several stages, including line-frequency transformers, AC-to-DC power supplies, 48-volt power distribution, intermediate bus conversion and final processor power delivery. At lower voltages, rising rack power requires higher current, increasing resistive losses and copper requirements, he said.
Navitas outlined an architecture centered on 800-volt DC distribution, fewer conversion stages and higher power density. In its presentation, the company said solid-state transformers could convert grid power directly to 800-volt DC while supporting bidirectional power flow and integration with battery-energy storage systems.
Within the data center, Navitas described power sidecars that would support high-power IT racks exceeding 1 megawatt, replacing distribution of 48 volts through a backplane with 800-volt DC delivery closer to compute trays. The company said this approach could reduce current, heat, resistive losses and copper use.
Vaughan-Edmunds also cited Navitas’ recent collaboration with NVIDIA on 800-volt-to-6-volt and 800-volt-to-12-volt DC-to-DC power-delivery boards. According to the company, those designs eliminate the traditional 48-volt intermediate bus converter stage and are intended to improve system efficiency, reliability, cost and compute density.
Processor-Level Power Delivery
Navitas said processor power requirements are creating a particularly acute challenge because AI processors operate at less than one volt while demanding thousands of amps. Vaughan-Edmunds said processor power is projected to grow from about 1.4 kilowatts in 2025 to 4.4 kilowatts in 2028, and to exceed 10 kilowatts in subsequent years.
Dan Kultran, vice president and general manager of Navitas’ IVR business unit and former Claros CEO, said conventional voltage regulators are typically placed beside processors. This requires current to travel across a circuit board, creating electrical losses, heat and board-space constraints.
Kultran said lateral power delivery can lose as much as 30% of power before it reaches the processor. Claros’ technology is designed to move voltage regulation beneath the processor through vertical power delivery, or VPD, and eventually into the processor package or substrate through embedded power delivery, or EPD.
“VPD gets us closer today, and EPD takes integration further as processor architectures evolve,” Kultran said.
The company introduced two products based on Claros’ IVR technology stack: packaged IVR, or P-IVR, designed to sit underneath a processor, and embedded IVR, or E-IVR, which integrates chiplets and passive components into a processor substrate. Navitas said its platform uses repeatable 10-amp building blocks that can be combined into 40-amp or 160-amp chips and then scaled across a system.
Expanded Addressable Market
Allexandre said Navitas’ identified 2030 serviceable addressable market has expanded from $3.5 billion for GaN and SiC to more than $8 billion with the addition of JFET and Claros IVR opportunities. He said approximately $1 billion of that expansion is tied to SiC JFET technology and at least $3.5 billion to vertical and integrated voltage-regulation opportunities.
AI infrastructure accounts for more than $6.9 billion, or nearly 85%, of that identified market, according to the company. Allexandre emphasized that the figures represent addressable market rather than revenue guidance.
Navitas said the Claros acquisition does not materially change its previously stated plan for reaching break-even. The company said its next priority is translating its expanded product portfolio into customer adoption and sustainable growth as AI data-center power architectures evolve.
About Navitas Semiconductor (NASDAQ:NVTS)Navitas Semiconductor Corporation NASDAQ: NVTS develops power semiconductor technologies designed to improve the efficiency, performance and size of electronic systems. The company specializes in gallium nitride (GaN) power integrated circuits and silicon carbide (SiC) devices, which are used to convert and manage electrical power.
Its product portfolio includes GaNFast power ICs, GeneSiC silicon carbide products and related power-management solutions. These technologies are used in applications such as mobile and consumer chargers, data centers, solar inverters, electric vehicles, energy storage systems, appliances and industrial equipment.
Founded in 2014, Navitas serves customers and markets globally through its semiconductor products and engineering support.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Společnost Mach Natural Resources LP má před zveřejněním výsledků kladný ukazatel Earnings ESP ve výši 15,94 % a Zacks Rank #3; v minulém čtvrtletí překonala odhad EPS o 11,76 %.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Mach Natural Resources LP (MNR - Free Report) , which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry.
When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 25.69%, on average, in the last two quarters.
For the last reported quarter, Mach Natural Resources LP came out with earnings of $0.38 per share versus the Zacks Consensus Estimate of $0.34 per share, representing a surprise of 11.76%. For the previous quarter, the company was expected to post earnings of $0.53 per share and it actually produced earnings of $0.74 per share, delivering a surprise of 39.62%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Mach Natural Resources LP. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Mach Natural Resources LP currently has an Earnings ESP of +15.94%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Meta’s AI companion, Muse, is now one of only a dozen mobile apps to have reached 10 million U.S. downloads in its first 40 days on the market. According to new data from market intelligence provider Sensor Tower, Muse has seen 10.9 million downloads since its September debut, 10.2 million of which were in the United States.
Only 11 other apps to date have reached this type of post-launch milestone, said Sensor Tower’s Senior Insights Analyst Kara Lee. The most recent of these was Meta’s Threads, back in July 2023.
Other apps that saw this kind of scale were largely mobile games, Lee noted, like Fortnite, PUBG Mobile, Pokémon GO, and others. Besides Threads, Disney+ was the only other non-game app to make it into the exclusive club.
Meta’s success is tied to the company’s ability to scale its new apps by marketing them across its other services, which it has done with both Threads and Muse. Threads was built on top of Instagram’s social graph, and its content has been integrated into both Facebook and Instagram. However, Muse isn’t only benefiting from Meta’s ability to market the AI agent across its family of apps, which today includes 3.6 billion daily active users; the company is also heavily investing in advertising to drive new users to Muse.
Per Sensor Tower’s data, Meta has allocated 39% of its total advertising spend to market Muse in October, up from 23% last month. In addition, Muse now ranks as the 21st largest brand in the U.S. by advertising impressions this month, up from 73rd in September.
Still, marketing an app and retaining users after the initial shine wears off are two different things. In this case, Muse is seeing better retention rates than its AI competitors like ChatGPT, Claude, and Grok.
In the U.S., the app had a 30% retention rate after 7 days and a 23% retention rate after 14 days. By comparison, its rivals saw an average of a 19% 7-day retention rate and a 16% 14-day retention rate, according to the firm’s data.
Muse also hit another milestone that demonstrates active engagement with the AI app. Its daily active users reached 2.5 million for the first time on October 16, a 15% week-over-week increase.
Meta’s latest AI app, which can handle various tasks on users’ behalf, has seen breakout success since its debut. It shot up to No. 1 on the App Store, and, at one point, even outpaced some of the metrics ChatGPT saw following its launch. Its latest milestone sees it topping its rivals again, as ChatGPT saw 3.7 million U.S. downloads in its first 40 days on the market. Grok and Claude saw only 500,000 and 200,000 U.S. downloads, respectively, in their first 40 days.
Globally, ChatGPT beat out Muse, having scaled to around 15 million global downloads in its first 40 days. But this isn’t a fair comparison, as ChatGPT benefited from a wider reach. Muse is only available in the U.S. and Canada for now, while ChatGPT’s app attracted attention from markets like Japan, Brazil, and Germany, too. (Japan, for instance, accounted for 25% of its global installs during its first 40 days.)
Since launching, Muse has retained its No. 1 rank on the U.S. App Store for all days except October 19, when streaming app Kick briefly beat it out. It has since reclaimed the top spot as of Tuesday. Muse has also been No. 1 on Google Play over the past 30 days.
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Sarah has worked as a reporter for TechCrunch since August 2011. She joined the company after having previously spent over three years at ReadWriteWeb. Prior to her work as a reporter, Sarah worked in I.T. across a number of industries, including banking, retail and software.
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Šéf globálních vztahů ve společnosti Meta Platforms Joel Kaplan příští rok po 15 letech odejde. Jeho agendu převezme prezidentka a místopředsedkyně Dina Powell McCormick.
Meta Platforms' (META.O) chief global affairs officer Joel Kaplan will leave the company next year after 15 years there, a spokesperson told Reuters on Tuesday.
President and Vice Chairman Dina Powell McCormick will add external affairs to her portfolio, the spokesperson said.
The move comes ahead of the November 3 midterm elections
McCormick was part of the Donald Trump administration during his first stint as US president
Kaplan was elevated to Meta's top policy role in January last year, as the social media giant rolled back US fact-checking, ended diversity initiatives and sought closer ties with Trump
A longtime Republican strategist, Kaplan served as deputy chief of staff for policy in the administration of George W. Bush
Meta is among the tech companies facing questions over AI's impacts, as concerns mount over safety and the industry’s growing footprint among local communities
Trump recently said tech executives, including Meta CEO Mark Zuckerberg, had agreed to establish voluntary AI standards
Bank of America očekává, že Alphabet ve třetím čtvrtletí překoná odhady s tržbami 111,4 mld. USD a ziskem na akcii (EPS) 3,07 USD, zejména díky službě Google Cloud a čipům TPU.
Alphabet Inc (NASDAQ:GOOG) could deliver a modest earnings beat next week as Google Cloud growth and rising demand for its custom AI chips offset signs of slowing Search growth, according to Bank of America.
The firm forecasts third-quarter revenue of US$111.4 billion and GAAP earnings per share of US$3.07, ahead of the Street’s US$111.0 billion and US$2.98 when Alphabet reports on October 28.
Cloud is the likeliest source of upside. BofA sees growth of 93%, against consensus of 89%, driven by expanding capacity and incremental TPU sales.
Search growth is expected to land in line with the Street at 15%, though BofA’s checks suggest some deceleration in the quarter.
BofA expects operating expenses of US$33.5 billion, below the Street’s US$34.3 billion, helped by lower depreciation and amortization of US$8 billion versus US$8.9 billion. It sees operating income beating estimates, though legal charges and the start of SpaceX capacity in September could weigh on EPS.
On the earnings call, BofA will watch search volumes, a potential consumer agentic launch, Gemini 4 capabilities and any data on TPU sales and outlook, which it calls a key 2027 upside case. Investors will also look for Cloud growth relative to Microsoft, which reports the same day.
BofA estimates 2026 capital expenditures of about US$200 billion, compared with the Street’s US$202 billion, and about US$300 billion in 2027, with a bias to the upside.
For the fourth quarter, BofA forecasts revenue of US$123.9 billion and EPS of US$3.33, in line with the Street.
BofA reiterated its Buy rating, saying Alphabet is well positioned with differentiated AI assets, proprietary models, custom silicon and broad distribution.
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Microsoft ukončuje po 17 letech program The Garage, který podporoval zaměstnanecké projekty a pořádal Global Hackathon. Budoucnost hackathonu zůstává nejistá.
Employees work on a soldering project during a workshop in a Microsoft Garage space. Microsoft is winding down The Garage as a companywide program, and some spaces could be restricted as early as this week. (Microsoft Photo)
Microsoft is winding down The Garage as a companywide program, ending a 17-year run for the effort that gave employees space and tools for side projects and ran the company’s Global Hackathon, according to an internal FAQ viewed by GeekWire.
The program, with a flagship location on Microsoft’s Redmond campus and more than a dozen other sites from Vancouver, B.C., to Beijing, became part of the company’s push for a more experimental culture under Satya Nadella, who took over as CEO in 2014.
In the FAQ, Microsoft says the experimentation that started in dedicated programs and spaces like The Garage now happens “every day within each of our teams,” as employees build new skills and adopt new tools in their regular work. The FAQ says the company is “reinventing how we foster innovation, learning, and experimentation” across Microsoft.
The move comes as Microsoft spends heavily on AI, much of it for data centers and other infrastructure, while cutting costs and jobs in other parts of the business.
“We regularly evaluate how we use our physical spaces to best support our employees, customers and partners,” a Microsoft spokesperson said in a statement. “As part of that ongoing work, we’re making changes to some Garage spaces. Innovation and a builder mindset remain central to how we work every day.”
The company declined to comment further, including on the effect on Garage employees.
The Garage will no longer operate “as a centralized function,” according to the FAQ, and the impact on each physical space “will vary by location.” Some Garage spaces could be restricted as early as Friday, Oct. 23. Neither the FAQ nor Microsoft’s statement says which spaces are affected, including the flagship location in Redmond. Employees can’t take equipment, tools or materials with them.
The future of the Global Hackathon is also unsettled. The FAQ says the hackathon team is “reimagining the program” and that Microsoft will have more to share later.
Microsoft’s public Garage website, which showcased hackathon projects and experimental apps, was redirecting to the Microsoft homepage as of Tuesday morning.
A Microsoft map shows The Garage’s 15 locations as of 2026. Microsoft hasn’t said which of them will be affected as it winds down the program. (Microsoft Graphic)
From Office Labs to companywide: The Garage started in 2009 inside Microsoft’s Office Labs group in Redmond, with the slogan “Doers. Not Talkers.” The idea was to support employees who were already building their own projects, rather than collecting ideas and funding the most popular ones.
The program took on a bigger role under Nadella. In July 2014, The Garage ran Microsoft’s first companywide hackathon, which drew more than 11,000 registrants from 80 countries. The event became an annual fixture of Microsoft’s culture.
The Garage also released experimental apps to the public, including Mouse without Borders, a tool for controlling multiple PCs with one keyboard and mouse, and Arrow Launcher, which became Microsoft Launcher for Android.
As of this year, Microsoft listed Garage locations in 15 regions, including Redmond, Vancouver, B.C., the Bay Area, New York City, Dublin, Israel, India and Beijing.
Employee reaction: On Blind, the anonymous workplace app that verifies users’ employers, a post titled “Amy kills the Garage” drew more than 70 comments. The poster attributed the move to cost-cutting by Microsoft CFO Amy Hood.
Another employee wrote that The Garage was where they met their friends on campus and made connections that advanced their career.
“The Garage offices were one of the last few cool things about Microsoft,” one commenter wrote.
Satya Nadella inherited a company synonymous with Windows and turned it into something Wall Street barely recognized a decade later. Whether that transformation actually rewarded patient investors depends on when you started the clock.
From Windows Company to AI Landlord Ten years ago, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) was still known as the Windows company. Satya Nadella became CEO in 2014 and shifted the business to a cloud-first model. The following decade showed the shift was the right call.
Azure went from challenger to a dominant cloud platform and passed $100 billion in annual revenue in fiscal 2026. Office turned into Microsoft 365 subscriptions. The 2019 OpenAI investment became the company’s defining move of the AI era. After a restructuring, Microsoft owns roughly a 27% stake valued at nearly $135 billion, and OpenAI committed to an additional $250 billion in Azure services.
Record Profits Collide With Record Spending Fiscal 2026 revenue reached $331.84 billion (up 17.79%), and net income rose 31.34% to $133.75 billion. Commercial remaining performance obligation jumped 84% to $678 billion. Capex also climbed 79.62% to $115.95 billion, which pushed free cash flow down 6.46%.
Your $1,000 Grew to More Than $10,000 1-Year Return
Initial Investment: $1,000 Current Value: $1,043.30 Total Return: 4.33% S&P 500 (same period): $1,161.60 (16.16%) 5-Year Return
Initial Investment: $1,000 Current Value: $1,800 Total Return: 80% Annualized Return: 12.47% S&P 500 (same period): $1,705.90 (70.59%) 10-Year Return
Initial Investment: $1,000 Current Value: $10,023.10 Total Return: 902.31% Annualized Return: 25.92% S&P 500 (same period): $3,606.80 (260.68%) Over 10 years, recurring cloud revenue grew year after year, and investors paid up for it. The 5-year margin over the index is much thinner. That window includes the 2022 tech selloff. Over the past year, Microsoft trailed the S&P 500 by a wide margin as capex climbed faster than revenue. Shares are up 10.5% year to date and trade at $531.
All of these figures track share price only. The quarterly dividend rose from $0.36 in early 2016 to $0.98, payable December 10, 2026. Reinvesting those payouts would have raised the total.
Azure Growth Versus Capex Will Decide What Comes Next Microsoft’s case strengthens if Azure keeps growing faster than the spending behind it and weakens if capex keeps rising while returns flatten.
Bull case: Azure grew 43% last quarter, and management guided for about 45% in constant currency next quarter. Copilot has passed 30 million paid seats. CFO Amy Hood said, “Demand continues to exceed available supply.”
Bear case: Management expects capex to rise again in fiscal 2027 and operating margins to slip by less than a point. More Personal Computing revenue fell 4%, and a P/E near 30 on a $3.94 trillion company leaves little room for mistakes.
The bull case has more data to back it up. A $678 billion backlog makes demand easy to see, which the market rarely gets. Free cash flow is the number I’d check every quarter.
Contact [email protected] for any questions or corrections.
Čínské firmy včetně ByteDance, Alibaba a Tencent údajně objednaly více než 3 miliony čipů Nvidia Blackwell v hodnotě 35 miliard USD, ačkoli Nvidia může pokrýt jen 5–10 % těchto objednávek.
It has not been an easy couple of weeks for the artificial intelligence giant Nvidia (NVDA +0.13%), whose stock has fallen by over 9%.
AI concerns have been front and center, as Anthropic appears to be dragging its feet on its suspected initial public offering, and as investors fret about some of the balance sheets of debt-laden neoclouds.
Nvidia is still having a solid year, but the company has posted incredibly strong results in its first two quarterly reports and arguably hasn't been rewarded as much as some investors would have expected.
Earlier today, Reuters, citing anonymous sources, reported that Chinese companies, including ByteDance, Alibaba, and Tencent, have ordered more than 3 million Nvidia Blackwell chips, collectively worth $35 billion.
Here's why that could be great news for the stock.
Image source: Nvidia.
Chinese sales were not previously factored into the company's guidanceAfter the Trump administration imposed new tariffs on China in 2025, it told Nvidia in April of that year that it would need to obtain an export license to continue selling data center chips to Chinese companies.
This had also been an issue in former President Joe Biden's administration, with both administrations citing national security concerns.
However, Nvidia's CEO, Jensen Huang, met with Trump on several occasions and also lobbied Washington regulators, eventually striking a deal in which Nvidia would cede 15% of its Chinese chip sales to the government.
Most of those reports came last year, and there hasn't been much of an update since. Still, due to reservations from both U.S. and Chinese regulators, sales have hardly resumed.
Nvidia's CFO Colette Kress said on the company's most recent earnings call at the end of August that less than 1% of Nvidia's data center revenue came from customers in China, and it was for Nvidia's older-generation Hopper 200 chips.
Kress also said that Hopper sales are dilutive to gross margins, so it's positive that the company is able to sell Blackwell chips to Chinese customers.
NVDA Nvidia$217.37+$0.28 (+0.13%)
NASDAQ · As of 2:01 PM ET 10/20/26
The even better news for investors is that Nvidia has been providing forward guidance without including potential sales to Chinese companies. On the last quarterly call, Kress said the company is projecting revenue for the third quarter of its fiscal year 2027 to come in around $108 billion, so $35 billion is not an insignificant number.
However, Reuters also reported that Nvidia may not be able to fulfill all Chinese orders because it had not planned for such production levels. One source told Reuters that Nvidia may only be able to fill 5% to 10% of orders and has capacity to produce at most 3 million Blackwell chips globally in 2027.
Good news for AI demandInvestors and analysts will clearly be anxious to learn more about the Chinese orders on the company's next earnings call, including the magnitude of the orders, how much the company can fill, and how much of the sales it must cede to the government.
Despite the news, Nvidia's stock only traded marginally higher as of 2:04 p.m. ET today, and the market was broadly in the green. The stock has had some difficulty gaining traction, despite reporting blowout numbers and guidance each quarter so far this year.
Part of it likely has to do with Nvidia's roughly $5.2 trillion market cap and the fact that it's already guiding for 70% revenue growth in its fiscal year 2028. Investors are also nervous about the AI trade and whether companies can keep buying chips at the same level they have been.
Still, it's hard to view the demand in China as anything but broadly good news for Nvidia and the AI trade on the whole.
Opční trh před hospodářskými výsledky Netflixu naznačuje optimismus: nakoupených call opcí bylo 1,5krát více než put opcí a implikovaný pohyb akcií po zveřejnění výsledků činí 9 %.
A slumping stock price. C-suit shakeups. Corporate layoffs. A failed takeover bid. It's not a new drama on Netflix, but rather the drama that has surrounded the streaming giant as it limps into earnings with its stock nearly off 50% from its all time highs.
Option traders are betting the drama might be coming to an end.
Current options prices are implying a 9% post-earnings move, which is the highest since its Q3 2022 report, when it was priced for an 11% move. Netflix shares beat that implied move that quarter surging 13%. This time around, a hint of optimism is replacing what has become an almost automatic quarterly disappointment. The stock has had a median move of 7.25% over the last eight quarters.
As of 12 p.m. ET on Tuesday, one-and-a-half times more calls had been bought than puts in Netflix, while more puts had been sold than bought on more than 150% of average daily volume. Six of the ten most-bought contracts were calls, with five of those expiring this Friday. When traders sell puts, its a bullish strategy.
The single largest trade on Netflix's tape was a seller of a string of Nov. 20 expiration 70-strike puts for a total of just about $2 million. Notably, those contracts are right at the money, making this trade a major vote of confidence for a stock desperately in need of some reassurance heading into this afternoon's print.
Netflix, YTD
There was also notable call buying of the 80-strike calls expiring this Friday. Traders bought more than 3,500 of those contracts for more than $210K worth of premium. For context, that would require Netflix stock to surge at least 20% by Friday to break even, a jump of more than double its implied move to the upside.
Trader appear to be betting that Netflix earnings losing streak could be ending shortly.
Zoom představil Unified Context Layer, která propojuje historii konverzací, dokumenty a data, aby lidem i AI agentům pomohla proměnit schůzky v konkrétní práci.
SAN JOSE, Calif., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Today at its annual Zoomtopia customer conference, Zoom Communications, Inc. (NASDAQ: ZM), a leading AI-first platform for human connection, introduced a new Unified Context Layer and several new products with AI-powered capabilities. The new offerings are designed to help businesses transform rich meeting context into meaningful deliverables that help accelerate work outcomes.
Business conversations drive critical decisions and build customer history every day. A customer interaction might start in a meeting, continue by phone, and carry on in chat threads. But when that context is scattered across applications, people and AI agents lose the thread and teams spend significant time piecing together what happened, when it happened, and what they should do about it.
Zoom’s new Unified Context Layer helps close that gap by linking conversation history with relevant documents and data. Together, these sources give people and AI agents a fuller picture of the work and what needs to happen next.
This new layer brings together conversations with near real-time activity across Zoom and connected third-party applications, giving people and AI agents access to business context that might otherwise be lost or siloed. Configurable settings and controls help manage access, while coordination among AI agents turns business context into actionable insights.
Zoom is increasingly becoming a system of action as organizations, large and small, put the company's AI tools to work at scale.
Zoom Virtual Agent customer count has surged by 256%1, and users who leverage Zoom's various AI tools report completing tasks twice as fast, with 72% citing high or extremely high business impact, compared with a market average of 63%2. Zoom is expecting to surpass $5 billion in annual revenue this year.
With a growing enterprise footprint across industries from healthcare to financial services, retail, and education, the company is advancing its vision for workplace productivity, one where the line between conversation and execution shrinks.
“AI models are only as powerful as their understanding of your business, and that context makes all the difference,” said Eric Yuan, founder and CEO of Zoom. “Fragmented product experiences isolate conversations, stall decisions, and drag businesses down. Today, with the Unified Context Layer, we’re laying the groundwork for a system of action designed to turn conversations into completed work.”
“Our teams have the information they need, but it’s often dispersed across meetings, notes, and different systems,” said Christine Sarros, senior vice president of Enterprise Engineering, Oracle Cloud Infrastructure. “Zoom’s new solutions could help bring that context together, so teams can enter customer conversations with a clearer understanding of what’s been discussed, what’s been decided, and what needs to happen next. We see an opportunity to spend less time reconstructing history and more time helping our customers move forward.”
At Zoomtopia, Zoom is bringing this vision to life with innovations across collaboration, AI, customer experience, and events. The announcements below show how it all connects business context to the tools and workflows people actually use to get work done.
Give people and AI agents context to turn conversations into action
Every meeting, chat, and document leaves a trail of discussion, decisions, and action items. Zoom's Unified Context Layer accesses this information to help people and AI agents quickly move from context to clarity to action.
The Unified Context Layer makes work even more efficient when used with the newly introduced capabilities that include:
Follow the meeting: Delivers personalized transcripts and summaries for users who miss all or parts of a meeting. (Expected December 2026.)Enriched notes: Links shared screens, slides, charts, and in-meeting chat to relevant moments in a searchable transcript. (Expected November 2026.)My Notes hardware integrations: Extends My Notes to in-person conversations through new devices from DTEN and Bota. (Expected November 2026 and Q1 2027, respectively.)My Notes Workflows: Turn meeting summaries into follow-up work in everyday tools like Zoom Chat and Salesforce, with ready-made workflows for sales, marketing, and IT, or custom ones created by describing what to automate in natural language, no separate workflow builder needed to get started. (Expected October 2026.)New Zoom Chat experience: A refreshed chat experience designed to help surface relevant conversations and bring AI agents directly into discussions to take actions based on administrator-defined controls. (Expected December 2026.)ZoomMate Agent Teams: Specialized AI agents that work together in an AI team to support faster execution of work. (Available now.) Bring Zoom capabilities into the AI tools businesses already use
Developers and AI agents can now access Zoom capabilities outside the Zoom app. Through APIs and Model Context Protocol (MCP) servers, teams can connect scheduling, transcription, search, administration, and contact center actions to other AI environments and workflows. Highlights include:
MCP Servers: With new MCP servers across the portfolio, developers and AI agents can coordinate actions outside the Zoom UI. (Available now.)Connections to AI Assistants: Use supported Zoom capabilities within AI environments, including Claude, Codex, Copilot, and Muse. (Expected October 2026.)Search & Ask APIs: Query Zoom's Unified Context Layer directly from Claude, GPT, Codex, Muse, MS Copilot, Gemini, and Slackbot, as well as MCP-compatible agents. (Available now.)Zoom Admin MCP Server: Perform admin tasks conversationally. (Expected October 2026.)
Reduce barriers to natural, engaging conversation
To help users show up as their best in meetings, Zoom is making conversations clearer, more natural, and more inclusive, with AI driving more meaningful outcomes. These new enhancements strengthen the foundation for the unified context layer with:
Voice Translator: "Translate Me" enables a speaker to translate their audio for all participants using a synthesized version of their own voice, designed to preserve a natural feel. (Expected October 2026.)Pose Correction: Subtly adjusts a user’s video when they glance away from the camera, helping maintain a camera-forward appearance. (Expected December 2026.)Touch up my Voice: Users can use this feature to alter their own voice with real-time accent smoothing so speakers come through more clearly and naturally. (Expected December 2026.)High-quality screen sharing: Enhanced media support for 60 frames per second screen sharing. (Available now.)Live Meeting AI Agent: Proactive meeting assistance that helps find answers, keep meetings on track, and nudge engagement. (Expected Q1 2027.)
Carry customer history from one interaction to the next
Customer service breaks down when customers have to constantly repeat themselves, and agents have to reconstruct past interactions Zoom CX extends shared customer context across a variety of channels, including live and AI agents, providing a broader view of the past and present to help inform future outcomes. Highlights include:
Customer Profiles: Brings dynamic customer profiles into Zoom CX with real-time context across channels and interactions. (Expected November 2026.)CX Insights Transcript Intelligence: Automatically classifies voice, chat, and email transcripts and makes them queryable in natural language, joined with operational data, such as handle time, queue, and outcome. (Expected November 2026.)Zoom Virtual Agent - Kiosk: Brings AI-powered self-service to physical retail locations via branded kiosk agents, resolving customer requests on the spot without relying on
in-store staff. (Expected November 2026.)
Give businesses control as AI takes on more work
Zoom is adding new management controls that enable administrators to manage AI activity across the account while supporting customers' existing guardrails and data-classification policies. Highlights include:
Centralized AI Management: Provides administrators with greater control over how AI features are configured and used across the organization. (Expected December 2026.)Sensitivity Labels: Seamlessly sync with Microsoft Purview sensitivity labels or create native labels in Zoom, then automatically enforce policies based on the sensitivity of meetings and content. (Available now for select Zoom Workplace customers.)AI Guardrails: Set account-level rules governing what AI can generate or use in its responses. (Expected Q1 2027.)Deepfake Risk Detection: Introduce deepfake risk detection tools designed to help flag potential synthetic media across hiring, customer experience, and meeting scenarios. (Expected December 2026.)Zoom Compliance Manager support for My Notes and Zoom Canvas: Archives and monitors AI-generated summaries, notes, and documents to help address organization's own retention and supervision requirements3. (Expected January 2027.) Extend the business value of events beyond the closing session
Most of what happens at a live event disappears the moment it ends. Zoom Events now brings powerful AI functionality to event planning, content creation, and analytics. These capabilities help reduce the amount of heavy setup work involved and extend the value of event content long after sessions end. Highlights include:
Content Studio: Turn one recording into a multi-language, multi-format asset library. (Expected October 2026.)Agentic Event Setup: Use AI to help configure event details, from sessions to registration, before launch. (Expected November 2026.)AI Analytics for Events: Query event data in plain language, score engagement, and generate shareable reports, cutting post-event analysis time significantly. (Available now.) Taken together, today's launches represent a significant step for Zoom toward becoming a system of action for modern work by connecting conversations to the work that follows, across roles and industries. For more information on announcements from Zoomtopia 2026, visit the Zoom newsroom.
About Zoom
Zoom (NASDAQ: ZM) is a system of action for modern work, turning live collaboration into completed results. From entrepreneurs to global enterprises, customers choose Zoom to seamlessly collaborate, communicate, and drive outcomes across meetings, phone, contact center, and more — all with the built-in assistance of Zoom AI. Founded in 2011, Zoom is headquartered in San Jose, CA. For more information, visit zoom.com.
_____________________
1 2QFY27 Earnings Report
2 According to Zoom's 2026 GenAI ROI Study (a quantitative survey of 500 U.S.-based knowledge workers).
3 Zoom Compliance Manager is not a substitute for independent legal or compliance review.
Photos accompanying this announcement are available at
Pepsi's stock is sliding while Coca-Cola's surges, and most analysts are blaming the wrong culprit. The real threat to Pepsi has nothing to do with losing a fast food contract and everything to do with a structural problem quietly eroding…
Coca-Cola’s (NYSE: KO | KO Price Prediction) stock is up 38% this year. The S&P is up 12%. Pepsi’s (NYSE: PEP) stock is down 7%. The apparent reason is that KFC replaced Pepsi with Coke. It is more than that. Coke is the premier soft drink at McDonald’s (NYSE: MCD), Burger King, and Wendy’s.
Another sign of Pepsi’s problem is that, according to research firm Beverage Digest, Pepsi’s soft drink market share is 8.1%. In 2000, that was 13.6%. By that yardstick, Dr Pepper has passed it. Coke’s share is flat over the period at just above 18%.
Pepsi has also hurt investors. In the most recent quarter, revenue rose 6% to $25.7 billion. “Core EPS” was up 2% to $2.34. It has diversified into brands that include Lay’s, Quaker, and Lipton.
Coke’s third-quarter revenue was $13.4 billion, much smaller than Pepsi’s. EPS rose 16% to $1.03. It has also diversified, mostly into beverages. It claims to have 32 brands worth more than $1 billion each.
The odd thing is that Pepsi has a market cap of $182 billion. Coke’s is $401 billion. That means Coke is valued at more than 2x Pepsi, which seems strange. Most experts believe this is because Coke’s margins on sales to bottlers are better than Pepsi’s margins on snack sales. This means Coke’s operating margin is $0.29 per dollar of sales. Pepsi’s are $0.12 based on a comparable model.
KFC is not Pepsi’s problem. Margins are
Contact [email protected] for any questions or corrections.
Douglas A. McIntyre
Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.
McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.
His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.
A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.
TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.
McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.
PepsiCo ve třetím čtvrtletí fiskálního roku 2026 zvýšila tržby o 5,6 % na 25,27 mld. USD a překonala odhady, ale snížila výhled růstu očištěného zisku na akcii (EPS).
Key Takeaways PepsiCo's Q3 revenues and core EPS beat estimates, drawing attention to PEP-heavy ETFs.Rising costs pressured margins, making PepsiCo's cost-cutting efforts crucial to its recovery.FTXG, IYK and GXPS offer exposure to PepsiCo, with respective PEP weightings of 7.9%, 6.8% and 5.74%.
PepsiCo, Inc. (PEP - Free Report) reported third-quarter fiscal 2026 net revenues of $25.27 billion, up 5.6% year over year from $23.94 billion.The company released earnings on Oct. 8, 2026, before market open, beating expectations and helping its shares gain 3.7% that day.
Overview of PepsiCo’s Earnings Organic revenues grew 3.1%, while acquisitions and divestitures added 1.7 percentage points and foreign-exchange effects contributed 0.7 percentage points to reported growth.
PepsiCo’s core earnings per share (EPS) beat the Zacks Consensus Estimate of $2.29 by 2.18%, while revenues surpassed the $24.88-billion estimate by 1.59%.
Reported EPS rose 17.4% to $2.23 from $1.90, while core EPS increased 2.2% to $2.34. Gross profit grew to $13.75 billion from $12.82 billion, lifting the gross margin to 54.4% from 53.6%. The improvement indicates that gross profit grew faster than revenues in the quarter.
Reported operating profit increased 19% to $4.26 billion, but core operating profit rose just 3% to $4.28 billion, while the core operating margin declined 35 basis points to 16.9%, reflecting operating cost increases, and higher advertising and marketing expenses.
For the first 36 weeks of fiscal 2026, PepsiCo generated $7.95 billion in operating cash flow compared with $5.47 billion a year earlier, while the capital expenditure fell to $2.18 billion from $2.50 billion. Consequently, the free cash flow increased 80.7% to $5.86 billion from $3.24 billion.
The company expects core EPS growth of 2.5-3.5%, down from its previous forecast of 5-7%, while core constant-currency EPS growth is projected at just 1-2% compared with the previous outlook of the low end of 4-6%.
Rising Costs Instigate Deeper Cost-Cutting MeasuresHigher commodity, energy, transportation and packaging costs are creating additional challenges for PepsiCo. As previous cost hedges expire, the company faces greater exposure to rising input prices, putting pressure on its operating margin.
Since PepsiCo's core operating margin declined year over year in the third quarter of 2026, management plans additional structural cost reductions to eliminate redundancies and discretionary spending.
The savings are expected to help finance investments in innovation, advertising and marketing while offsetting inflationary pressures.
PepsiCo is also expanding its product portfolio to respond to changing consumer preferences. Its initiatives include high-protein and high-fiber snacks, simpler ingredients, zero-sugar beverages and functional hydration products. These efforts are intended to attract health-conscious consumers and address the potential long-term impacts of GLP-1 weight-loss medications on food consumption patterns, per Reuters.
Nevertheless, the company's turnaround remains a work in progress, and investors will be watching whether cost savings can improve profitability without compromising future growth.
ETFs in FocusPepsiCo's third-quarter results present a mixed picture for investors. Better-than-expected revenues and adjusted earnings demonstrate that the company continues to generate demand, particularly in international markets, putting PepsiCo-heavy ETFs in the spotlight.
Investors will also need to monitor competitive pressures in beverages, consumer spending trends and the company's progress toward its turnaround goals.
A sustained margin recovery, rather than revenue growth alone, will be an important indicator of whether the stock can regain momentum.
First Trust Nasdaq Food & Beverage ETF (FTXG - Free Report) is a U.S.-listed exchange-traded fund that provides exposure to food and beverage companies, including packaged-food makers, soft-drink producers, agricultural processors and other businesses across the food supply chain.
PEP has a holding of 7.9% (as of Oct. 15) in its portfolio and an expense ratio of 0.60%.
iShares U.S. Consumer Staples ETF (IYK - Free Report) provides exposure to U.S. consumer staples companies, including food and beverage producers, household and personal-care product makers, and consumer staples retailers.
PEP has a holding of 6.8% (as of Oct. 15) in its portfolio, along with an expense ratio of 0.37%.
Global X PureCap MSCI Consumer Staples ETF (GXPS - Free Report) is a U.S. sector ETF that invests in consumer staples companies, including food and beverage producers, household-product makers and consumer staples retailers.
PEP has a holding of 5.74% (as of Oct. 15) in its portfolio, along with an expense ratio of 0.15%.
Hertz získal pro společnost Oro Mobility, v níž drží většinový podíl, strategickou kapitálovou investici ve výši 80 milionů USD a ponechá si většinový podíl na ekonomických výnosech.
Private investors just put serious money behind a Hertz subsidiary most people have never heard of, and the bet is shaking up the entire rental and fleet sector this morning.
Outside investors are putting fresh money behind the fleet business Hertz Global Holdings (NASDAQ:HTZ) built from its own rental operations. Hertz stock is up 12% to $2.06 this morning after the company announced a strategic equity investment in its Oro Mobility subsidiary.
At the same time, Ryder System (NYSE:R | R Price Prediction) stock is up 2% to $240.01, a far smaller gain than the jump in Hertz shares. Avis Budget Group (NASDAQ:CAR) shares are up 0.9% to $103.34, trailing the gains in both Hertz stock and Ryder stock.
Transportation stocks as a group are stronger, as well. The iShares Transportation Average ETF (CBOE:IYT) is up 2% to $80.57. For broad-market context, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.5% to $770.54, leaving Hertz stock as the clear outlier in the group.
Oro Mobility Lands Outside Backing
Hertz announced that Oro Mobility, its majority-owned fleet subsidiary, secured an $80 million strategic equity investment. Backers include Cohen Private Ventures and funds affiliated with Certares Opportunities and Knighthead Capital Management, a group putting private money into a unit Hertz built in-house. Because Oro Mobility is privately held and carries no ticker of its own, Hertz stock remains the main publicly traded link to the business.
Oro provides integrated driver-led and autonomous fleet management across mobility segments, and its driver-led unit supports rideshare platforms. Management at Hertz frames Oro as one piece of a platform covering rent-a-car, service, fleet and mobility.
Under the deal terms, Hertz keeps majority economic ownership of Oro and stays on as its fleet and corporate services partner. That structure leaves Hertz with the larger share of the economics while Oro’s new capital funds expansion across rideshare rentals, driver-led and autonomous vehicle fleet management.
Gil West, who serves as Hertz CEO and as executive chairman of Oro Mobility, tied the investment to the company’s broader transformation. West issued a statement. In it, he declared, “This investment underscores the strong foundation we’ve built at Oro and the immense opportunity ahead, validating both Oro’s trajectory and Hertz’s transformation strategy.” His comment frames Oro as evidence that the overhaul at Hertz is producing assets outside investors want to back.
A Rally Tied to Hertz Alone
Modest gains in Ryder stock, Avis shares and the transportation fund point to the Oro deal as the driver behind the surge in Hertz stock, while a broad sector rally would typically lift rental and fleet names more equally.
Business models explain part of that gap. Hertz and Avis shares both trade on travel demand, rental days and vehicle utilization, while Ryder stock moves with freight volumes and commercial fleet leasing, and such a split means the Oro deal carries limited direct read-through for Ryder’s leasing operations.
Meanwhile, customer bookings remain central to the Hertz story. The company carries its own exposure to travel demand, rental days and vehicle utilization, the same drivers that shape Avis. Hertz shares have also spent much of the year under heavy pressure, and sharp jumps in low-priced, volatile stocks have a habit of fading without follow-up news. However, outside backers chose to fund Oro on its own merits, which offers some balance against those rental risks.
Autonomous Partnerships Set the Next Test for Oro
Hertz now faces the question of whether Oro’s push into autonomous vehicle fleets turns into new partnerships. Oro’s new capital gives it the means to pursue those deals, and West has tied Oro’s progress to the Hertz overhaul.
Ryder and Avis shares are trading closer to the transportation fund, keeping the Oro story specific to Hertz. Given the volatility, investors should keep their Hertz stock holdings modest until partnership news supports the rally.
Contact [email protected] for any questions or corrections.
Cisco spent years as the networking giant that growth investors ignored, but AI infrastructure spending is rewriting that story fast. Whether the rally has legs or a margin squeeze kills the momentum depends on one critical number.
Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) spent years as the networking giant that growth investors passed over. AI is pulling it back into the public eye.
The 24/7 Wall St. price target for Cisco is $125.51, which implies 16.87% upside from $107.39. The model is highly confident in its buy rating for the stock.
Metric
Value
Current Price
$107.39
Price Target from 24/7 Wall St.
$125.51
Upside/Downside
16.87%
Recommendation
BUY
Confidence Level
90%
The comeback case rests on AI infrastructure revenue. Cisco expects AI infrastructure revenue to reach $7.5 billion in FY2027, up from about $4 billion in FY2026. If that ramp holds, our model’s base case reaches $138.03 by October 2028.
Cisco is one of the names gaining as hyperscalers pour money into the picks-and-shovels side of AI (we featured seven of these non-chipmaker suppliers in a free report you can grab here).
A Sharp Weekly Pullback Follows a Strong 2026 Rally
Shares fell 9.29% over the past week and are about flat over one month (+0.05%). They are still up 41.96% year to date. The stock sits about 17% below its 52-week high of $129.38 and about 57% above its low of $68.58.
Fiscal Q4 revenue rose 17.58% to $17.25 billion, ahead of the $16.83 billion estimate. Non-GAAP EPS of $1.22 exceeded expectations of $1.17. Even so, the stock slipped after the report on margin concerns, and Piper Sandler cut its price target in September.
Why Bulls See $136 and Beyond
Management guides FY2027 revenue to $72.2 billion to $73.4 billion and non-GAAP EPS to $5.05 to $5.11. Q4 product orders rose 35%, and Cisco won three new hyperscaler design wins. Hyperscaler AI grew to about 6% of total revenue, up from under 2%.
Chuck Robbins said, “We believe we’re only at the beginning of this super cycle.” The consensus target is $136.16, supported by 19 bullish ratings and no sells. Our bull case is $136.52.
Margin Pressure and Hyperscaler Dependence Could Stall the Comeback
Non-GAAP gross margin slipped to 66.3% from 68.4% as hardware became a bigger share of sales. Price increases added about five points to Q4 growth, and FY2026 operating cash flow fell 0.11%. Restructuring charges continue through FY2027.
CFO Mark Patterson pushed back on the margin worry: lower-margin hardware “actually turns out to be highly profitable because we don’t have to add incremental expenses.” Our bear case is $106.37.
Cisco Trades at Half Arista’s Multiple
Arista Networks (NYSE:ANET) competes directly with Cisco for AI data center switching. Revenue grew 37.7% last quarter, which helps explain why the stock trades at a forward P/E of 39, about twice Cisco’s.
Hewlett Packard Enterprise (NYSE:HPE) now has Juniper Networks and posted 74.9% networking growth. However, its 4.8% operating margin is far below Cisco’s. With HPE at the low end and Arista at the high end, Cisco’s valuation looks reasonable, and our target leaves room for upside.
Company
Forward P/E
Quarterly Revenue Growth (YoY)
Cisco
20
17.6%
Arista
39
37.7%
HPE
14
33.7%
Cisco Earns a Buy Rating at These Levels
The 24/7 Wall St. price target of $125.51 carries a buy rating with 90% confidence. The forward valuation supports the rating: about 20 times earnings for a business that expects earnings growth to speed up in FY2027.
The bull case strengthens if hyperscaler orders keep turning into revenue on schedule. The case weakens if gross margin falls below the 65% low end of guidance. On balance, I think the comeback is real.
These longer-range figures extend the model’s base case:
Year
Price Target from 24/7 Wall St.
2026 (January 2027 milestone)
$109.93
2027
$125.51
2028
$138.03
2029
$149.74
2030
$162.45
These projections assume Cisco keeps executing on Silicon One and its optics strategy. A slowdown in hyperscaler spending or new tariff pressure could pull results well below this path.
Contact [email protected] for any questions or corrections.
IBM vydal open-source llm-d 1.0 pro efektivnější a spolehlivější provoz modelů AI ve velkém měřítku. Na projektu se podílí více než 500 přispěvatelů z více než 25 organizací.
advanced to $238.95, up approximately 1.08%, at 11:52 a.m. ET on October 20 as investors weighed the release of llm-d 1.0. The open-source project aims to make running AI models at scale more efficient and reliable. For shareholders, the opportunity comes down to one thing: turning better infrastructure into paying customers.
According to IBM's announcement, the release helps multiple customers share computing resources and keeps services operating through planned upgrades. The project now draws on more than 500 contributors across over 25 organizations. That gives it technical reach. IBM's potential payoff lies in demand for supported Red Hat platforms and implementation services, but participation alone does not establish revenue.
The valuation snapshot puts shares 1.83% below the GF Value™ estimate of $243.40, suggesting a modest valuation cushion. The bigger test is execution. Paid deployments, stronger Red Hat growth and sustained software profitability would give investors something concrete to measure. A stronger AI platform opens doors. IBM still has to turn that access into profitable business.
K 17. říjnu FedWatch odhadoval pravděpodobnost prosincového zvýšení sazeb na 89 %. AbbVie má dluh ve výši 70,8 mld. USD, z větší části v dluhopisech s pevnou úrokovou sazbou.
Kevin Warsh's Federal Open Market Committee (FOMC) has its next meeting on Oct. 28 to decide on a course of action for interest rates. It looks as if they aren't coming down anytime soon.
According to the CME Group's proprietary FedWatch tool, which tracks the chances of future changes in the effective federal funds rate, the Fed probably won't hike rates on Oct. 28. But as of Oct. 17, the FedWatch tool predicted an 89% chance of a rate hike for the Fed's December meeting.
We might not be at the start of a prolonged Fed rate hike cycle. Warsh and the FOMC might only raise rates by another 0.25% or 0.5% by the end of the year. But in recent months, longer-term bond yields have been rising. If you're concerned about the effects of higher rates on your stock portfolio, now might be a good time to look at stocks that tend to hold up better in a rising rate environment.
One of the best dividend stocks to consider is AbbVie (ABBV +2.80%). This leading pharma stock has a long-term track record of raising its dividend and delivering strong growth for investors. Let's look at why AbbVie could be a good stock to buy now to protect your portfolio from rising interest rates.
Fed chair Kevin Warsh. Image source: Federal Reserve.
ABBV: a Dividend King with 18.8% annualized returns over 10 years
AbbVie develops and sells well-known pharmaceuticals like Skyrizi, Rinvoq, Humira, and Botox. Over the past 10 years, ABBV stock has delivered annualized returns of about 18.8%, strongly outperforming the S&P 500 index. This pharma stock has done even better in the past few years, with average annual returns of 23.7% over the past five years and 28.9% over the past year.
The drugmaker also pays strong, steady dividends. The stock is a Dividend King, with more than 50 years of history of increasing its payout to investors. AbbVie became an independent company in 2013 after a spinoff from Abbott Laboratories, but AbbVie retained (and has continued) the former parent company's long-term dividend streak. In 2026, AbbVie paid total dividends of $6.92 ($1.73 per quarter). Its forward annual dividend yield is 2.42%.
ABBV AbbVie$290.60+$7.92 (+2.80%)
NYSE · As of 1:53 PM ET 10/20/26
Why ABBV is a good stock when rates are rising
There are a few reasons why AbbVie could be a great choice for your portfolio if interest rates remain high or continue rising.
First, higher interest rates tend to be worse for stocks of companies with a lot of floating-rate debt. When interest rates go up, those companies often struggle to refinance their debts. AbbVie investors shouldn't worry about this risk; this company has a strong balance sheet, and AbbVie's debt of $70.8 billion is only 14% of the company's $504 billion market cap. And most of AbbVie's debt is in fixed-rate senior notes.
Another reason AbbVie stock could be resilient in a higher-rate environment is the nature of the pharmaceutical industry. When people need medical treatment, they tend to go get it -- whether interest rates are high or not. Successful pharmaceuticals are not rate-sensitive in the way that consumer discretionary purchases might be. Past performance doesn't guarantee future results. But here's how ABBV performed in 2022 during the most recent Fed rate hike cycle:
ABBV Total Return Level data by YCharts
And perhaps here's a simple but underrated reason why now is a good time to buy ABBV: It's not connected to the artificial intelligence (AI) trade. Some investors are getting nervous about AI stocks and the large amounts of debt that companies are issuing to build AI data centers. AbbVie is in an industry sector that is totally separate from AI. If you want to diversify against a possible sell-off in AI stocks, ABBV and other healthcare stocks could put your money to work in a different part of the economy.
Ben Gran has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AbbVie, Abbott Laboratories, and CME Group. The Motley Fool has a disclosure policy.
Insatiable demand for artificial intelligence (AI) infrastructure has been a generational catalyst for memory specialist Micron Technology (MU +0.51%). After an extraordinary rally earlier this year, investors may be wondering where the stock is headed next.
Between 2020 and 2025, Micron stock generated an average gain of 28% during the calendar fourth quarter. So far this year, the story has looked different. After closing September at $1,065, Micron stock has fallen roughly 17% through Oct. 16.
Nevertheless, I see two upcoming catalysts that could help reverse sentiment and send Micron shares soaring before 2027 arrives.
Image source: Micron Technology.
Earnings season could ignite enthusiasm for memory stocks
Over the next several weeks, investors will hear from some of the world's largest AI companies. Space Exploration Technologies reports third-quarter earnings on Oct. 20, followed by Tesla and Meta Platforms on Oct. 21. Microsoft, Alphabet, Amazon, Apple, and Nvidia are also scheduled to report earnings throughout the remainder of October and November.
These earnings reports could be especially important for Micron because each of these companies is spending hundreds of billions of dollars building AI data centers, and they are increasingly discussing the same bottleneck: memory supply.
During SpaceX's second-quarter earnings call, Elon Musk said memory was the limiting factor for AI development. He implied that memory production was growing 20% annually while demand was increasing much faster, around 200%. His outlook was straightforward: "Economics 101 would suggest that the price increases."
Musk has also publicly praised Micron for being reasonable about memory prices, suggesting that the company's approach will strengthen customer relationships.
Meanwhile, Apple's former CEO Tim Cook touched on memory costs during the company's July earnings call. Cook characterized the situation as a "hundred-year flood," explaining why Apple decided to raise prices on certain products.
These comments are important because they illustrate how memory shortages aren't limited to data centers. Demand for high bandwidth memory (HBM) and advanced DRAM also affects consumer electronics, autonomous systems, and other end-markets.
As big tech companies continue discussing their capital expenditure (capex) plans, investors will likely receive additional evidence that memory supply remains tight. For Micron, that could reinforce expectations for higher average selling prices and stronger profitability heading into next year.
Micron's $35 billion stock buyback is another catalyst
On Oct. 8, Micron's board increased the company's share repurchase authorization to $35.16 billion. The timing of this announcement was particularly interesting. During Micron's most recent earnings call, CFO Mark Murphy explained that the company will increase capital returns beginning Dec. 9, subject to restrictions associated with CHIPS Act funding agreements.
When a company repurchases stock, it reduces the number of outstanding shares. That means future earnings are divided among fewer shares, potentially increasing earnings per share (EPS) even without additional profit growth.
Considering Micron is already witnessing record earnings momentum, stock buybacks should provide another tailwind. If the company begins repurchasing shares while its valuation remains depressed, the new authorization could prove especially lucrative for long-term investors.
MU Micron Technology$909.54+$4.64 (+0.51%)
NASDAQ · As of 1:48 PM ET 10/20/26
Should you buy Micron stock before 2027?
The most compelling part of Micron's investment thesis revolves around valuation. Wall Street's fiscal 2027 earnings estimates currently sit around $176 per share. With Micron trading around $911, that implies a forward price-to-earnings (P/E) ratio of roughly 5.2. That's a reasonable multiple for a company benefiting from one of the AI industry's biggest investment cycles.
Of course, there are reasons for investors to be cautious. Memory is notoriously cyclical. If manufacturers expand production too aggressively, prices could eventually decline. Moreover, rising competition from China's ChangXin Memory Technologies (CXMT) also presents a longer-term risk.
Nevertheless, Micron's near-term fundamentals are compelling. The company has secured numerous long-term strategic customer agreements that cover a substantial portion of its expected fiscal 2027 production, which provides greater visibility into future demand.
When combined with favorable industry conditions and Micron's expanded buyback authorization, the bull case becomes clear. Investors could see rising earnings, a shrinking share count, and potentially an expanding valuation multiple if confidence in the memory industry's outlook improves.
In turn, Micron stock could witness substantial stock-price appreciation sooner than most investors anticipate. In my view, Micron's recent sell-off presents an attractive entry point ahead of 2027. With shares trading at a reasonable valuation, I see Micron stock as a rock-solid buy for long-term investors.
Micron ve fiskálním roce 2026 vytvořil upravený volný peněžní tok ve výši 62,3 miliardy USD a navýšil autorizaci programu zpětného odkupu akcií na zhruba 35,2 miliardy USD.
Investors following Micron Technology (MU +0.51%) have plenty to focus on: record earnings, surging revenue, and the memory chips powering artificial intelligence (AI).
But a quieter development could shape the company's long-term future: Micron is accumulating the financial firepower to invest aggressively, weather a downturn, and return capital to shareholders without necessarily having to choose just one.
In fiscal 2026, Micron generated $89.7 billion in operating cash flow and $62.3 billion in adjusted free cash flow. It ended the year with $73.5 billion in cash, marketable investments, and restricted cash, compared with $12 billion a year earlier.
Those numbers represent a dramatic change in Micron's financial position. The bigger question is what management will do with that money -- and whether the company can turn a cyclical windfall into a more durable competitive advantage.
Image source: Getty Images.
Micron's cash generation has changed dramatically
Free cash flow is the money a business generates after accounting for capital spending. It matters because accounting profits alone do not tell investors how much financial flexibility a company has. Micron's adjusted free cash flow climbed from $3.7 billion in fiscal 2025 to $62.3 billion in fiscal 2026. That is an extraordinary increase, even for a company benefiting from a powerful memory-market up cycle.
It's important to keep in mind that Micron is not a business that can simply stop investing when conditions become difficult; it must continually spend on manufacturing capacity, advanced production processes, and product development to remain competitive. In fiscal 2026, its capital expenditure was already $27.4 billion. Still, Micron generated tens of billions of dollars in adjusted free cash flow after that spending.
That distinction matters, because Micron is not merely reporting record profits; it is generating substantial cash while funding the investments required to compete in a capital-intensive industry.
Having said that, investors should not assume that fiscal 2026 represents a sustainable annual run rate. Memory prices and profitability can change sharply, so the crucial test is how much cash Micron can generate when market conditions worsen.
MU Micron Technology$909.54+$4.64 (+0.51%)
NASDAQ · As of 1:48 PM ET 10/20/26
Cash could become a competitive advantage
Memory manufacturing is expensive, and technological progress requires continuous investment. A company that cuts spending too aggressively during a downturn risks falling behind just as competitors prepare for the next recovery. A stronger balance sheet gives Micron another option. If memory-market conditions weaken, Micron could use its financial reserves to keep investing in technology and strategically important capacity.
Having that option, however, would not eliminate the memory industry's cyclical risks. Nor would it guarantee that every investment earns an attractive return. Moreover, building capacity ahead of demand can still destroy value.
But financial flexibility can help a company make decisions based on long-term competitive needs rather than immediate financial pressure. For investors, the potential significance of Micron's growing cash position is that it could help the company navigate the next downturn without sacrificing as many of its long-term ambitions.
A $35 billion buyback authorization raises the stakes
Micron is also signaling that shareholder returns could become a more significant part of its capital-allocation strategy. The company recently announced an additional $33 billion share repurchase authorization, bringing its total authorized repurchases to approximately $35.2 billion.
That is a substantial commitment on paper, but investors need to distinguish an authorization from actual purchases. The program does not oblige Micron to repurchase shares, and any buybacks remain subject to management's assessment of the best use of its cash.
That qualification is important. Micron still has enormous investment requirements, and the cash generated during an exceptional period may not persist at the same level. Besides, repurchasing shares can create value when a company buys them at a discount to intrinsic value. But buying back stock at an excessive price -- or prioritizing repurchases over attractive growth investments -- can squander a financial advantage.
The question is not whether Micron can return billions to shareholders, but whether management can balance buybacks, dividends, manufacturing investment, and financial resilience to increase long-term per-share value.
What does it mean for investors?
Micron's financial transformation gives investors another way to evaluate the business beyond quarterly earnings. The bullish case is straightforward: If Micron can maintain strong cash generation while funding its investments, it may emerge from the current cycle with greater technological capabilities and more options for shareholders.
The risk is that today's cash generation reflects unusually favorable industry conditions. If profitability contracts, free cash flow could fall sharply even if Micron remains a strong long-term business.
That is why investors should watch not just earnings, but also adjusted free cash flow, capital expenditure, and the amount of cash Micron retains as it increases shareholder returns. And above all, whether management can use the huge cash flow to strengthen the business beyond this cycle.
Eli Lilly just posted 47.7% revenue growth and its weight-loss drugs are reshaping global healthcare, but whether that momentum turns a four-year investment into a windfall or a disappointment depends on factors most investors overlook.
Eli Lilly (NYSE:LLY | LLY Price Prediction) is one of the most closely followed growth stories in large-cap healthcare, so it makes sense to ask what a $1,000 investment could turn into by 2030. In intraday trading the shares were at $1,267.90, up 4.89% on the session from $1,208.74.
That $1,208.74 figure is the starting price the forecast model uses. The move came as healthcare stocks rallied across the sector. Lilly increased revenue 47.7% year over year last quarter, and that pace is a good reason to look further out.
What $1,000 Becomes at 10% a Year Start with the basic math. If Lilly compounds at a steady 10% a year, a $1,000 investment increased to $1,464.10 after four years, which brings you to around 2030. Over five years it hits $1,610.51. Treat both as example figures. They are not model forecasts.
The forecast model runs to a five-year horizon ending October 15, 2031, the modeled horizon closest to 2030. In its base case, a $1,000 investment would increase to about $1,830.10 by 2031, a total return of 83.01%. That figure rests on a per-share target of $2,212.06 and implies an annualized return of 12.85%, which beats the 10% hook.
Bull, Base and Bear Outcomes for Your $1,000 Scenario (2031 horizon) Target Share Price Total Return Value of $1,000 Bull $2,693 122.79% $2,227.90 Base $2,212.06 83.01% $1,830.10 Bear $1,456.52 20.5% $1,205 On the way to 2031, the base path places shares at $2,074.95 in October 2030. Measured from the model’s starting price, that would leave a $1,000 investment near $1,716.62. The bull and bear 2030 path points work out to $2,062.20 and $1,157.92. These 2030 numbers are example markers, not separate targets.
Over the next 12 months, the model’s base target is $1,478.22, an upside of 22.29%, with a bull case of $1,699.82 and a bear case of $1,245.07. Model confidence is 0.9 (high).
Wall Street’s consensus target is $1,330.14. Analyst ratings break down as 6 strong buy, 19 buy, 3 hold, 1 sell and 1 strong sell.
Three Drivers Powering Lilly’s Upside Case A Weight-Loss Franchise Still Expanding Mounjaro brought in $9.94 billion in the second quarter, up 91%. International sales rose 172% after the drug was added to China’s National Reimbursement Drug List. Zepbound added $4.93 billion, up 46%.
In the U.S. obesity market, about 6 out of 10 incretin prescriptions were for a Lilly medicine. A UBS analyst said on CNBC that “we think Lilly will dominate with 65% of that market over the next five or seven years.”
Earnings That Keep Beating Q2 EPS of $8.38 exceeded the $6.58 estimate, giving Lilly 5 consecutive beats. Management raised full-year 2026 revenue guidance to $85 billion to $87 billion, up from $82 billion to $85 billion.
A Pipeline Built for the Next Decade Lilly plans to file retatrutide in quarter one, 2027. The oral GLP-1 Foundayo is set for a global launch in 2027, and the company has more than 40 active phase three programs. CEO David A. Ricks said “Lilly’s future, after 150 years, has never been brighter.”
Risks That Could Shrink Your 2030 Payoff Pricing is the biggest pressure point. Realized prices fell 13% in Q2, while a 60% jump in volume did the heavy lifting. Acquired IPR&D charges of $2.78 billion in the quarter led management to lower the top of its EPS guidance to $36.50 from $37. Mounjaro and Zepbound make up the majority of revenue, so any slowdown in that franchise would hit the whole company.
Competition from Novo Nordisk (NYSE:NVO) and newer GLP-1 entrants could pressure market share. Possible pharmaceutical tariffs and manufacturing limits add more uncertainty.
Valuation is the final risk. At a trailing P/E of about 40, the stock leaves little room for disappointment. The bear case annualizes at just 3.8%, well below the 10% hook.
Where Your $1,000 Could Land by 2030 and Beyond At the modeled 2031 horizon, a $1,000 stake in Lilly ranges from $1,205 in the bear case to $2,227.90 in the bull case, with a base case of $1,830.10. The example 2030 markers run from $1,157.92 to $2,062.20.
Over the coming quarters, the retatrutide filing and the Foundayo launch are the milestones most likely to move these scenarios. All of these figures represent projections rather than certainty. Consider it a projection, not investment advice.
Contact [email protected] for any questions or corrections.
Spotify Technology SA (NYSE:SPOT) is heading into its third-quarter results with scope for improving advertising growth, moderating cost pressures and a potential artificial intelligence product launch providing catalysts for the shares, according to Jefferies.
The investment bank reiterated its Buy rating on the music-streaming company and raised its price target to $620 from $600, citing a favorable set-up against muted investor expectations.
Gross margin will be a key focus when Spotify reports. Jefferies expects investors to look for a third-quarter margin of about 33.1%, slightly above the company’s guidance of 32.9%. That would represent a decline from the 33.4% reported in the second quarter, reflecting seasonal factors and a regulatory charge that has historically weighed on margins by 30 to 40 basis points.
Jefferies considers the guidance achievable, with room for a modest upside surprise based on historical trends. Fourth-quarter margin expectations will also be closely watched, with investors looking for around 33.7%, below the bank’s previous forecast of 34.3%.
Analysts lowered their fourth-quarter gross margin estimate but said 2026 has been an investment year, potentially limiting the sequential improvement typically seen at year-end.
Beyond margins, Jefferies expects operating expense growth to peak in the third quarter before moderating into the fourth quarter and 2027. Advertising revenue growth could also improve over the coming quarters as programmatic advertising accounts for a larger share of the business.
Another potential catalyst is an AI-powered remixing product tied to Spotify’s partnership with Warner Music Group. Jefferies expects a possible launch announcement later in 2026, although it does not include any AI-related revenue in its base-case forecasts.
Jefferies also expects US and UK subscription price increases to be announced within the next six to 12 months, while arguing that Spotify’s platform remains well positioned against concerns that AI could disrupt its business.
PENN Entertainment má před zveřejněním čtvrtletních výsledků ukazatel Earnings ESP na úrovni +2,62 % a rating Zacks #3; v minulém čtvrtletí překonala odhad zisku o 25,71 %.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? PENN Entertainment (PENN - Free Report) , which belongs to the Zacks Gaming industry, could be a great candidate to consider.
This casino operator has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 72.86%.
For the last reported quarter, PENN Entertainment came out with earnings of $0.44 per share versus the Zacks Consensus Estimate of $0.35 per share, representing a surprise of 25.71%. For the previous quarter, the company was expected to post earnings of $0.05 per share and it actually produced earnings of $0.11 per share, delivering a surprise of 120.00%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for PENN Entertainment lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
PENN Entertainment currently has an Earnings ESP of +2.62%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 5, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Gentex v posledním čtvrtletí překonal konsenzuální odhad zisku na akcii o 16 %; ukazatel Earnings ESP ve výši +0,66 % naznačuje možnost dalšího překonání odhadů.
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Gentex (GNTX - Free Report) , which belongs to the Zacks Automotive - Original Equipment industry, could be a great candidate to consider.
This maker of automatic-dimming rearview mirrors and other products has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 12.55%.
For the last reported quarter, Gentex came out with earnings of $0.58 per share versus the Zacks Consensus Estimate of $0.5 per share, representing a surprise of 16.00%. For the previous quarter, the company was expected to post earnings of $0.44 per share and it actually produced earnings of $0.48 per share, delivering a surprise of 9.09%.
Price and EPS Surprise
For Gentex, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Gentex currently has an Earnings ESP of +0.66%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on October 23, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Xylem očekává za dané čtvrtletí zisk na akcii (EPS) ve výši 1,47 USD, což představuje meziroční nárůst o 7,3 %, při tržbách 2,28 miliardy USD. Analytici však snížili nejpřesnější odhad, což znamená, že ESP zisku činí −1,27 %.
Xylem (XYL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis water and wastewater treatment company is expected to post quarterly earnings of $1.47 per share in its upcoming report, which represents a year-over-year change of +7.3%.
Revenues are expected to be $2.28 billion, up 0.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.26% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Xylem?For Xylem, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.27%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Xylem will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Xylem would post earnings of $1.34 per share when it actually produced earnings of $1.46, delivering a surprise of +8.96%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Xylem doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
There haven't been many drastic changes to Berkshire Hathaway since Warren Buffett stepped down as CEO and was replaced by Greg Abel. The investment conglomerate returned to buying back its own shares for the first time since 2024, but the company's approach to its subsidiaries remains largely unchanged. There also haven't been many big shifts in the company's portfolio of publicly traded stocks -- with one notable exception.
Berkshire began buying Alphabet (GOOG -0.81%) (GOOGL -0.85%) while Buffett was still CEO, and the company has dramatically increased its holdings in the tech giant under Abel. As of this writing, Alphabet stock (when combining Class A and Class C holdings) accounts for roughly 12.6% of Berkshire's portfolio and stands as its third-largest position. The tech leader's dominant position in a key market could help explain why Berkshire is betting big on the stock.
Image source: Getty Images.
Alphabet dominates a key market Alphabet's Google continues to dominate the search engine market, commanding roughly 90% market share. This strength has been the foundation that has allowed the company to build a leading digital advertising business. The company also generates ad revenue through its YouTube service and its Google Network advertising suite.
Alphabet's strengths have made it the top dog in the digital advertising market for well over a decade, but a change could be on the horizon. According to a report from eMarketer, Meta Platforms is on track to become the top digital ads company by revenue -- with a market share of 26.8% this year. Meanwhile, Alphabet is projected to come in at second with a market share of 26.4%, and Amazon is expected to be third with a share of 9%.
GOOGL Alphabet$341.26-$2.92 (-0.85%)
NASDAQ · As of 1:18 PM ET 10/20/26
But while Alphabet could be on track to cede the top spot in the digital ads market to Meta this year, Berkshire probably isn't sweating it too much. For starters, Alphabet's ads business is still projected to grow roughly 12% in 2026, according to eMarketer's estimate. Digital ads remain the company's biggest revenue source, and solid growth in the category suggests little reason for concern, but Alphabet's business has also been substantially diversified.
In particular, the company's Google Cloud segment has emerged as a powerful growth driver. Sales in the category increased 82% year over year to reach $24.8 billion in the second quarter, and it's likely that the unit will continue to see very strong expansion in line with trends connected to artificial intelligence.
Alphabet looks poised to retain its dominant position in search, remain a leader in the digital ads market, and record explosive growth with its Google Cloud business. With these dynamics in mind, it wouldn't be surprising to see Berkshire buy more of the company's stock at some point.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Berkshire Hathaway, and Meta Platforms. The Motley Fool has a disclosure policy.
Společnost UMB Financial má ve čtvrtletí vykázat zisk 3,22 USD na akcii, což představuje meziroční nárůst o 19,3 %, při výnosech 749,94 milionu USD (+9,2 %).
Wall Street expects a year-over-year increase in earnings on higher revenues when UMB Financial (UMBF - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis bank holding company is expected to post quarterly earnings of $3.22 per share in its upcoming report, which represents a year-over-year change of +19.3%.
Revenues are expected to be $749.94 million, up 9.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.33% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for UMB?For UMB, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.08%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that UMB will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that UMB would post earnings of $3.08 per share when it actually produced earnings of $3.57, delivering a surprise of +15.91%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
UMB doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Banks - Midwest industry, 1st Source (SRCE - Free Report) , is soon expected to post earnings of $1.83 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +7%. This quarter's revenue is expected to be $117.95 million, up 6.6% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for 1st Source has been revised 2.5% up to the current level. Nevertheless, the company now has an Earnings ESP of +0.55%, reflecting a higher Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that 1st Source will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
CMS Energy očekává za čtvrtletí zisk na akcii (EPS) ve výši 1,21 USD, což představuje meziroční nárůst o 30,1 %, a tržby ve výši 2,14 mld. USD; ukazatel Earnings ESP činí +9,69 %.
Wall Street expects a year-over-year increase in earnings on higher revenues when CMS Energy (CMS - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis energy company is expected to post quarterly earnings of $1.21 per share in its upcoming report, which represents a year-over-year change of +30.1%.
Revenues are expected to be $2.14 billion, up 5.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.96% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for CMS Energy?For CMS Energy, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +9.69%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that CMS Energy will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that CMS Energy would post earnings of $0.37 per share when it actually produced earnings of $0.37, delivering no surprise.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
CMS Energy appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Invesco by měla za čtvrtletí vykázat EPS ve výši 0,74 USD, což představuje meziroční nárůst o 21,3 %, při tržbách 1,39 mld. USD. Ukazatel ESP výnosů činí −0,19 %.
The market expects Invesco (IVZ - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis investment management company is expected to post quarterly earnings of $0.74 per share in its upcoming report, which represents a year-over-year change of +21.3%.
Revenues are expected to be $1.39 billion, up 17.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.82% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Invesco?For Invesco, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.19%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Invesco will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Invesco would post earnings of $0.67 per share when it actually produced earnings of $0.71, delivering a surprise of +5.97%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Invesco doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Analytici očekávají, že Herc Holdings za čtvrtletí vykáže zisk 3,08 USD na akcii, což představuje meziroční nárůst o 38,7 %, při tržbách ve výši 1,34 mld. USD (+2,6 %).
Herc Holdings (HRI - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis equipment rental supplier is expected to post quarterly earnings of $3.08 per share in its upcoming report, which represents a year-over-year change of +38.7%.
Revenues are expected to be $1.34 billion, up 2.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.78% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Herc Holdings?For Herc Holdings, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.44%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination makes it difficult to conclusively predict that Herc Holdings will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Herc Holdings would post earnings of $0.76 per share when it actually produced earnings of $1.43, delivering a surprise of +88.16%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Herc Holdings doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
HCA Healthcare by měl za čtvrtletí končící v září 2026 vykázat zisk 6,75 USD na akcii, což by znamenalo meziroční pokles o 3 %, při tržbách ve výši 19,38 mld. USD.
The market expects HCA Healthcare (HCA - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis hospital operator is expected to post quarterly earnings of $6.75 per share in its upcoming report, which represents a year-over-year change of -3%.
Revenues are expected to be $19.38 billion, up 1.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for HCA?For HCA, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.73%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that HCA will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that HCA would post earnings of $7.57 per share when it actually produced earnings of $7.59, delivering a surprise of +0.26%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
HCA doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
CenterPoint Energy očekává za čtvrtletí EPS ve výši 0,50 USD při tržbách 2,16 mld. USD, což představuje meziroční nárůst o 8,4 %. Ukazatel Earnings ESP činí +0,67 %.
The market expects CenterPoint Energy (CNP - Free Report) to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis energy delivery company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents no change from the year-ago quarter.
Revenues are expected to be $2.16 billion, up 8.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.24% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for CenterPoint?For CenterPoint, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.67%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that CenterPoint will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that CenterPoint would post earnings of $0.37 per share when it actually produced earnings of $0.40, delivering a surprise of +8.11%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
CenterPoint appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
IQVIA očekává za čtvrtletí zisk na akcii ve výši 3,24 USD, což představuje meziroční nárůst o 8 %, a tržby ve výši 4,36 miliardy USD, meziročně vyšší o 6,4 %.
IQVIA Holdings (IQV - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis clinical testing company is expected to post quarterly earnings of $3.24 per share in its upcoming report, which represents a year-over-year change of +8%.
Revenues are expected to be $4.36 billion, up 6.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.3% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for IQVIA?For IQVIA, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.09%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that IQVIA will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that IQVIA would post earnings of $3.02 per share when it actually produced earnings of $3.15, delivering a surprise of +4.30%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
IQVIA doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
First Horizon (NYSE: FHN) navázala partnerství se společností Greenlight; oprávnění klienti získají tarif Select zdarma, včetně debetních karet a finančních nástrojů pro děti a teenagery.
, /PRNewswire/ -- First Horizon Bank (NYSE: FHN) (or "First Horizon") today announced a partnership with Greenlight Financial Technology, Inc. ("Greenlight") to give First Horizon clients and their families access to Greenlight's family financial app and safety tools. The platform combines debit cards, money management tools and financial education for kids and teens with resources that help parents and caregivers manage family finances.
Greenlight teaches kids and teens how to build healthy money habits by giving them hands-on tools to learn how to earn, save, spend and manage money. Parents and caregivers get greater visibility and control over how their children use and learn about money, and can monitor and protect senior loved ones from financial fraud and theft.
Eligible clients who connect a First Horizon account as their funding source can access Greenlight's Select subscription at no cost. Enhanced Greenlight plans are available at a discount for additional features and family protection.
Greenlight Options and Key Features
Select (free) includes:
Debit cards for up to five children
2% savings reward through Greenlight
Automated allowance and chore management
Quick and easy family money transfers
Interactive financial literacy games
Infinity Select (discounted) adds:
Investing for kids
Family location sharing
Driving reports
SOS alerts
Crash detection
Family Shield Select (discounted) adds:
Account monitoring
Suspicious activity alerts
Identity protection for up to two senior family members
"Many of our clients are looking for ways to help their children build smart financial habits from an early age," said Erin Pryor, Senior Executive Vice President, Chief Marketing and Experience Officer at First Horizon Bank. "Through our partnership with Greenlight, we're excited to offer tools to help children develop healthy finance habits, while providing parents and caregivers resources to support their families and aging loved ones. Together, these solutions can help build stronger financial futures."
"We're thrilled to partner with First Horizon to bring our family finance platform to more families and make tools for financial education, money management and family safety more accessible to their clients," said Matt Wolf, Chief Commercial Officer at Greenlight. "This collaboration furthers Greenlight's commitment to helping families navigate money and life together, across all generations."
Eligible First Horizon clients can enroll by registering through firsthorizon.com and connecting a First Horizon account as their funding source.
About First Horizon Corporation
First Horizon Corp. (NYSE: FHN), with $84.3 billion in assets as of September 30, 2026, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states concentrated in the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
About Greenlight
Greenlight is a family technology company on a mission to help families navigate money and life together. Through its subscription plans, families get access to the Greenlight app, debit card, GPS-enabled safety devices†, and Family Hub — bringing together financial tools, scam and fraud protection, real-time safety features, and everyday family management in one connected experience for every stage of life. Today, more than 6.5 million family members trust Greenlight to stay in sync.
Greenlight partners with more than 200 leading banks and credit unions to bring its family finance solution to more families through the Greenlight for Banks and Greenlight for Credit Unions.
The Greenlight Debit Card is issued by Community Federal Savings Bank, member FDIC, pursuant to license by Mastercard International. Greenlight Investment Advisors, LLC, an SEC Registered Investment Advisor, provides investment advisory services to its clients. Investing involves risk and may include the loss of principal. Greenlight is a financial technology company, not a bank. The Greenlight app facilitates banking services through Greenlight's bank partners. For more information, please visit: greenlight.com.
†Requires mobile data or a WiFi connection, and access to sensory and motion data from cell phone to utilize safety features including family location sharing and driving alerts and reports. Messaging and data rates and other terms may apply.
The market expects ExlService Holdings (EXLS - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis provider of outsourcing services is expected to post quarterly earnings of $0.56 per share in its upcoming report, which represents a year-over-year change of +16.7%.
Revenues are expected to be $616.29 million, up 16.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for ExlService Holdings?For ExlService Holdings, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.06%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that ExlService Holdings will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that ExlService Holdings would post earnings of $0.55 per share when it actually produced earnings of $0.59, delivering a surprise of +7.27%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
ExlService Holdings appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Computers - IT Services industry, Roper Technologies (ROP - Free Report) , is soon expected to post earnings of $5.79 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +12.7%. Revenues for the quarter are expected to be $2.18 billion, up 7.9% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Roper Technologies has remained unchanged. Nevertheless, the company now has an Earnings ESP of +1.13%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP indicates that Roper Technologies will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
TransUnion ve čtvrtletí očekává zisk na akcii (EPS) ve výši 1,21 USD, což představuje meziroční nárůst o 10 %, a tržby ve výši 1,31 mld. USD, meziročně vyšší o 11,9 %.
TransUnion (TRU - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis credit reporting company is expected to post quarterly earnings of $1.21 per share in its upcoming report, which represents a year-over-year change of +10%.
Revenues are expected to be $1.31 billion, up 11.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.56% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for TransUnion?For TransUnion, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.41%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that TransUnion will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that TransUnion would post earnings of $1.14 per share when it actually produced earnings of $1.23, delivering a surprise of +7.89%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
TransUnion doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Mirion Technologies očekává ve čtvrtletí tržby ve výši 277,91 milionu USD, což představuje meziroční nárůst o 24,6 %, a zisk na akcii ve výši 0,12 USD, beze změny oproti předchozímu roku.
Mirion Technologies, Inc. (MIR - Free Report) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents no change from the year-ago quarter.
Revenues are expected to be $277.91 million, up 24.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.97% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mirion Technologies?For Mirion Technologies, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.64%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Mirion Technologies will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mirion Technologies would post earnings of $0.1 per share when it actually produced earnings of $0.12, delivering a surprise of +20.00%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mirion Technologies doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Technology Services industry, SLB (SLB - Free Report) , is soon expected to post earnings of $0.62 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -10.1%. Revenues for the quarter are expected to be $9.29 billion, up 4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for SLB has been revised 2.7% down to the current level. Nevertheless, the company now has an Earnings ESP of -1.45%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that SLB will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Key Takeaways PB completed three acquisitions in 2026, expanding its banking franchise and revenue growth potential.A favorable deposit mix and projected NIM expansion could support net interest income growth through 2028.Rising fee income and cost savings could boost growth despite integration costs and loan risks.
Prosperity Bancshares (PB - Free Report) is positioned to grow revenues through acquisition-led expansion, improving net interest margin (NIM), a favorable deposit mix and higher fee income. Recent acquisitions are expanding its operating scale and are expected to support revenue growth over the next few years. Integration costs, competitive loan pricing and real estate concentration remain key risks to sustainable growth.
PB’s net revenues recorded a 7.3% compound annual growth rate (CAGR) from 2019 to 2025, despite declines in 2021 and 2023. Growth continued in the first half of 2026.
Prosperity Bancshares’ Revenue Trend (TTM)
Image Source: Zacks Investment Research
PB’s Acquisition Strategy Remains a Key Revenue Growth DriverAcquisitions remain central to Prosperity Bancshares’ expansion strategy. Since its inception, the company has grown significantly by acquiring community banks and select branches from other institutions, completing 48 acquisitions.
This year, PB completed its American Bank Holding Corporation acquisition in January, Southwest Bancshares in February and Stellar Bancorp on July 1. These deals expand its balance sheet, lending relationships and banking franchise.
PB completed the American Bank integration in September 2026, with Texas Partners Bank and Stellar Bank integrations scheduled for November 2026 and March 2027, respectively. Prosperity Bancshares has already begun realizing cost savings from American Bank and Texas Partners, with another $20-$25 million in pre-tax savings likely to be realized this year. Management expects full cost-saving benefits from American Bank and Texas Partners in 2027, while Stellar is expected to generate $80-$85 million in savings. Thus, total remaining pre-tax savings from these deals are estimated at $100-$110 million.
PB’s Revenues Benefit From a Favorable Deposit Mix & NIMApart from steady benefits from its acquisition-related scale, Prosperity Bancshares’ favorable deposit mix and expanding NIM support its top-line growth. As of June 30, 2026, non-interest-bearing deposits accounted for 32.9% of total deposits, helping contain funding costs and support net interest income (NII) and NIM.
As of June 30, 2026, fixed-rate loans accounted for 37.6% of the loan portfolio, with the remainder comprising floating- and variable-rate loans. So, asset repricing, higher rates and steady loan demand are expected to drive NIM and NII expansion.
Net Interest Margin Trend
Image Source: Prosperity Bancshares
The company expects loan balances to be flat for the remainder of 2026. Though the Stellar deal will add about $200 million of loans in the second half of 2026, elevated paydowns and aggressive competitor pricing will likely limit overall growth. Management expects exit NIM of 3.70%-3.75% in 2026 and 3.80%-3.85% in 2027. We project NII to witness a CAGR of 19.5% through 2028 and NIM of 3.58% in 2026, 3.82% in 2027 and 3.89% in 2028.
PB’s Fee Income Complements NIIPB is focused on diversifying its revenue mix by expanding card-related income, deposit account service charges and other revenue sources. In the first half of 2026, credit, debit and ATM card income, service charges on deposit accounts and other income increased 7%, 19% and 16.9%, respectively, year over year.
We expect card-related income, service charges on deposit accounts and other income to witness a CAGR of 16.2%, 18.5% and 23.6%, respectively, through 2028.
Parting Thoughts on PB’s Revenue DriversProsperity Bancshares is positioned to grow revenues through acquisition-led expansion, improving NIM, a favorable deposit mix and rising fee income. The integration of American Bank, Texas Partners Bank and Stellar Bancorp is expected to expand operating scale and generate meaningful cost savings. However, competitive loan pricing, rising mortgage rates, real estate concentration and integration costs remain key risks to sustained revenue growth.
We expect total revenues to grow at the rate of 40.1%, 16% and 4.7% in 2026, 2027 and 2028, respectively.
PB’s Peers & Their Revenue DriversBank OZK (OZK - Free Report) revenue growth will likely be supported by commercial and industrial (CIB) loan expansion, new branch openings and higher fee income from trust, wealth management and treasury services. OZK expects mid- to high-single-digit revenue growth in 2026, with further gains in 2027 and beyond. We project net revenues to witness a CAGR of 4.7% through 2028, driven by growth in NII and non-interest income.
Texas Capital Bancshares (TCBI - Free Report) revenue growth will likely be supported by strategic diversification, commercial and industrial loan expansion and increased contributions from investment banking and other fee-based businesses. Texas Capital’s management expects adjusted total revenues to grow at a mid-to-high single-digit rate in 2026, with non-interest revenues projected at $270-$290 million. Continued investments in technology, corporate banking and new business offerings are expected to support sustainable revenue growth and improve operating leverage.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Evergy Inc (EVRG - Free Report) , which belongs to the Zacks Utility - Electric Power industry.
When looking at the last two reports, this electric utility has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 8.42%, on average, in the last two quarters.
For the most recent quarter, Evergy was expected to post earnings of $0.82 per share, but it reported $0.88 per share instead, representing a surprise of 7.32%. For the previous quarter, the consensus estimate was $0.63 per share, while it actually produced $0.69 per share, a surprise of 9.52%.
Price and EPS Surprise
Thanks in part to this history, there has been a favorable change in earnings estimates for Evergy lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Evergy has an Earnings ESP of +4.41% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on November 5, 2026.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Key Takeaways Hartford's Q3 earnings are pegged at $3.15 per share, down 16.7%, while revenues may rise 3.3% to $5.3B.HIG's Personal Insurance underlying combined ratio is expected to improve to 87.9% from 90% a year ago.Higher operating costs and projected declines in auto policies and homeowners' policies pose risks.
The Hartford Insurance Group, Inc. (HIG - Free Report) is set to report third-quarter 2026 results on Oct. 26, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $3.15 per share on revenues of $5.3 billion.
The third-quarter earnings estimate has witnessed four upward estimate revisions against two downward movements over the past 30 days. Meanwhile, the bottom-line projection indicates a year-over-year decline of 16.7%. The Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 3.3%.
Image Source: Zacks Investment Research
For the current year, the Zacks Consensus Estimate for Hartford’s revenues is pegged at $20.9 billion, implying a rise of 4.8% year over year. However, the consensus mark for current-year EPS is pegged at $12.89, implying a fall of around 4% on a year-over-year basis.
HIG beat the consensus estimate for earnings in three of the last four quarters and missed once, with the average surprise being 13.1%.
Q3 Earnings Whispers for HIGOur proven model predicts an earnings beat for Hartford this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here.
HIG has an Earnings ESP of +1.95% and currently carries a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
What’s Shaping HIG’s Q3 Results?The Zacks Consensus Estimate for net premiums earned for the third quarter indicates 3.3% growth year over year. The consensus estimate for Business Insurance’s net investment income is $555.7 million, indicating 7.1% growth from the year-ago quarter’s figure.
The Zacks Consensus Estimate for net investment income in the Personal Insurance business is pegged at $67.3 million, which indicates a 0.4% increase from the prior-year quarter’s reported figure. The Zacks Consensus Estimate for Hartford’s Personal Insurance underlying combined ratio for the quarter under review is pegged at 87.9%, indicating improvement from the prior-year reported figure of 90%.
The consensus mark for the Employee Benefits business’ revenues is pegged at $1.9 billion, indicating a 3.8% rise from the prior-year quarter's figure.
However, the bottom line is expected to have been pressured by higher insurance operating costs and other expenses. The Zacks Consensus Estimate for Hartford’s Business Insurance underlying combined ratio is pegged at 89.5%, up from 89.4% a year ago.
The Zacks Consensus Estimate for Hartford’s homeowners’ policies in force for the quarter under review indicates a decline of 2.2% year over year. Also, the consensus estimate indicates a 10% year-over-year decline in automobile policies in force.
Other Stocks That Warrant a LookHere are some other companies worth considering from the broader Finance space, as our model shows that these, too, have the right combination of elements to beat on earnings this time around:
Skyward Specialty Insurance Group, Inc. (SKWD - Free Report) has an Earnings ESP of +7.55% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Skyward Specialty Insurance Group’s earnings for the to-be-reported quarter is pegged at $1.22 per share, indicating 16.2% year-over-year growth. The consensus estimate for revenues is pegged at $507.3 million. SKWD beat earnings estimates in each of the past four quarters, with the average surprise being 19.4%.
Cboe Global Markets, Inc. (CBOE - Free Report) currently has an Earnings ESP of +0.95% and a Zacks Rank #3.
The Zacks Consensus Estimate for Cboe Global Markets’ bottom line for the to-be-reported quarter is pegged at $3.41 per share, indicating 27.7% year-over-year growth. It beat earnings estimates in each of the past four quarters, with the average surprise being 5.7%. The consensus estimate for CBOE’s revenues is pegged at $702.8 million.
Palomar Holdings, Inc. (PLMR - Free Report) has an Earnings ESP of +1.89% and carries a Zacks Rank #3 at present.
The Zacks Consensus Estimate for Palomar Holdings’ bottom line for the to-be-reported quarter is pegged at $2.64 per share, indicating 31.3% year-over-year growth. It beat earnings estimates in each of the past four quarters, with the average surprise being 13%. The consensus estimate for PLMR’s revenues is pegged at $376.5 million.
Key Takeaways GlobalFoundries will build one new plant, with a second possible, under a U.S.-Japan investment initiative.Each facility could add 900,000 wafers in annual capacity, with operations at the 1st plant expected in 2029.GFS will invest $955 million in silicon photonics, silicon-germanium and advanced packaging.
GLOBALFOUNDRIES Inc. (GFS - Free Report) has been selected to operate two new semiconductor manufacturing facilities at its Malta, New York, campus under a U.S.-Japan investment initiative worth up to $21 billion. The expansion will increase the company’s U.S. production capacity and support demand for chips used in automotive, industrial, communications and data center applications.
Under the project, GlobalFoundries will use Japan’s initial investment of around $10 billion to build a new semiconductor manufacturing plant, which is expected to begin operations in 2029. An additional investment of approximately $10 billion could fund a second facility. Each plant is expected to add around 900,000 300mm wafers of annual production capacity. The project is expected to create approximately 27,000 construction and related jobs, along with more than 1,000 skilled manufacturing positions.
Separately, the company will reallocate $955 million from its existing U.S. government award to invest in silicon photonics, silicon-germanium and advanced packaging at its New York and Vermont facilities. These technologies are expected to support growing demand for artificial intelligence (AI), cloud data centers and high-speed communications.
The investment could strengthen GlobalFoundries’ position in the U.S. semiconductor market, support key customers such as Renesas, Apple, Cirrus Logic and General Motors, and enhance its role in the global semiconductor supply chain.
GlobalFoundries’ PeersUnited Microelectronics Corporation (UMC - Free Report) provides semiconductor foundry services for chips used in communications, automotive, consumer electronics and industrial applications. The company specializes in mature and specialty process technologies, including solutions for display drivers, power management and connectivity. UMC focuses on manufacturing reliability, process efficiency and long-term customer relationships to support demand for chips across a wide range of electronic devices.
Taiwan Semiconductor Manufacturing Company Limited (TSM - Free Report) manufactures advanced semiconductors for leading global technology companies, supporting applications such as AI, high-performance computing and mobile devices. Its advanced process technologies help produce powerful, energy-efficient chips for smartphones, AI accelerators and high-performance computing systems. TSMC provides advanced packaging technologies that help improve chip performance and meet the growing computing demands of next-generation applications.
Marvell Technology, Inc. (MRVL - Free Report) develops semiconductor solutions for data infrastructure, including AI systems, cloud computing and data centers. Its portfolio includes networking chips, optical connectivity solutions and custom silicon designed to support high-speed data transfer and efficient computing. As AI workloads increase the need for faster connectivity and greater data processing capacity, Marvell is focusing on technologies that help cloud providers and enterprise customers build scalable, high-performance infrastructure.
Published in artificial-intelligence semiconductor tech-stocks
Logitech očekává za čtvrtletí EPS ve výši 1,34 USD, což představuje meziroční pokles o 7,6 %, zatímco tržby ve výši 1,21 miliardy USD by měly vzrůst o 2,3 %.
Logitech (LOGI - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of keyboards, webcams and other computer accessories is expected to post quarterly earnings of $1.34 per share in its upcoming report, which represents a year-over-year change of -7.6%.
Revenues are expected to be $1.21 billion, up 2.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.37% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Logitech?For Logitech, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.76%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Logitech will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Logitech would post earnings of $1.33 per share when it actually produced earnings of $1.85, delivering a surprise of +39.10%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Logitech doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Studie CONNECT ukázala, že Dexcom G7 snížil u dospělých s diabetem 2. typu, kteří neužívali inzulin, hodnotu HbA1c za 26 týdnů o 1,6 procentního bodu, což je o 0,9 procentního bodu více než při běžné péči.
Key Takeaways DXCM's G7 shows strong results in the CONNECT trial, supports CGM use in non-insulin-treated Type 2 diabetes.DXCM's G7 users achieve a 1.6% A1C reduction and spend five additional hours daily within the target range.Dexcom's CONNECT study shows 97% CGM use at 26 weeks, strengthening evidence for broader adoption.
DexCom, Inc. (DXCM - Free Report) recently announced that results from its CONNECT randomized controlled trial have been published in The New England Journal of Medicine. The study evaluated the benefits of its Dexcom G7 continuous glucose monitoring (CGM) system in adults with Type 2 diabetes who are not using insulin, adding to the clinical evidence supporting broader CGM adoption.
The findings are encouraging for DexCom, as stronger clinical evidence could help expand CGM adoption among people with Type 2 diabetes who are not on insulin. Wider physician acceptance and improved insurance coverage could create additional growth opportunities for the company. However, the extent to which the study translates into higher sales will depend on physician adoption, reimbursement support and patient uptake.
More on the NewsThe CONNECT study screened 440 participants across 22 primary care sites in the United States, with 283 eligible adults randomized to receive either Dexcom G7 or routine care over 26 weeks. Participants using the CGM system achieved an average A1C reduction of 1.6% from a baseline of 8.8%, representing a 0.9-percentage-point greater reduction than routine care. At 26 weeks, 68% of Dexcom G7 users achieved an A1C below 7.5%, while 46% reached below 7.0%.
The group also spent approximately five additional hours per day within the target glucose range of 70-180 mg/dL, with improvements emerging within the first week of use. Benefits were observed across several demographic and clinical characteristics, including age, diabetes duration and glucose-lowering treatments. Among participants using GLP-1 therapies, DexCom G7 delivered an additional 0.9-percentage-point A1C reduction compared with routine care. Notably, 97% of participants were still using CGM after 26 weeks, with most using it daily. The findings were first presented at the American Diabetes Association's 2026 Scientific Sessions and strengthen the clinical evidence supporting CGM use among adults with Type 2 diabetes who are not using insulin.
The publication is particularly relevant because it provides evidence supporting earlier CGM use in Type 2 diabetes management, potentially expanding the addressable market beyond patients who require insulin. The study's results may encourage more physicians to recommend continuous glucose monitoring and strengthen discussions around reimbursement and broader patient access. However, translating these findings into sustained revenue growth will depend on adoption rates, payer coverage and affordability. The study also adds to the clinical evidence supporting Dexcom's G7 platform, although longer-term data will be important in assessing the durability of the observed benefits.
Recent Development by DXCMRecently, DXCM released its 2026 “State of Type 2 Report: Global Access and Attitudes to Diabetes Technology” ahead of the 62nd Annual Meeting of the European Association for the Study of Diabetes. The report highlights significant gaps in CGM awareness and access while pointing to growing potential for combining CGM with GLP-1 therapies. Dexcom also partnered with Team Novo Nordisk, an all-diabetic professional cycling team primarily sponsored by Novo Nordisk, underscoring its focus on expanding CGM awareness and adoption.
DXCM’s Industry ProspectsAccording to Grand View Research, the global CGM devices market size was valued at $13.4 billion in 2025 and is projected to grow beyond $41.4 billion by 2033, at a CAGR of 15.1% from 2026 to 2033.
The primary driver of market growth is the rising global prevalence of diabetes, which has increased demand for more efficient, real-time glucose monitoring solutions.
Updates From DXCM PeersAbbott Laboratories (ABT - Free Report) recently reported new real-world evidence supporting the benefits of CGM technology, including its FreeStyle Libre systems, for adults with Type 2 diabetes using basal insulin. According to studies, CGM use was associated with a 45% lower risk of death at 12 months and a 36% lower risk at 24 months.
A separate French observational study involving more than 253,000 people with Type 2 diabetes found that Abbott's Libre technology was associated with lower hospitalization rates for acute diabetes-related events across different treatment groups. These findings strengthen the clinical evidence supporting CGM adoption and could help ABT expand the reach of its diabetes care portfolio.
Medtronic (MDT - Free Report) recently completed the exchange-offer process for its diabetes business, MiniMed Group and announced final results on Oct. 14, 2026. The offer was oversubscribed, and Medtronic exchanged its remaining 252.8 million MiniMed shares for approximately 55 million Medtronic ordinary shares. Following the transaction, Medtronic will no longer retain an ownership stake in MiniMed, which is expected to operate as an independent publicly traded company.
The separation marks a strategic shift for Medtronic, allowing it to focus more closely on its remaining medical technology businesses, while MiniMed will pursue growth in diabetes care as a standalone company. The development is relevant to the competitive landscape for diabetes devices, although its longer-term impact will depend on MiniMed's performance as an independent business.
Insulet (PODD - Free Report) announced enhancements to its Omnipod 5 automated insulin delivery system in June 2026, alongside expanded compatibility with Abbott's FreeStyle Libre 3 Plus sensor in the United States. The upgraded algorithm introduces a 100 mg/dL target glucose setting and improved alarm handling, aiming to improve time in range and help users spend more time in automated mode. The expanded sensor compatibility also gives users greater flexibility in choosing their diabetes management technology. Separately, Insulet reported second-quarter 2026 revenues of $801.7 million, up 23.5% year over year, with Omnipod revenue increasing 24.6%.
These developments highlight continued product innovation and commercial momentum, which could support Insulet's growth in automated insulin delivery. However, sustained performance will depend on continued adoption, international expansion and execution in an increasingly competitive diabetes technology market.
Lincoln Electric očekává za čtvrtletí zisk na akcii (EPS) ve výši 2,81 USD, což představuje meziroční nárůst o 13,8 %, a tržby ve výši 1,17 mld. USD, meziročně o 10,4 % vyšší. Ukazatel Earnings ESP činí −1,11 %.
The market expects Lincoln Electric Holdings (LECO - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 27. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis manufacturer of specialized welding products and other equipment is expected to post quarterly earnings of $2.81 per share in its upcoming report, which represents a year-over-year change of +13.8%.
Revenues are expected to be $1.17 billion, up 10.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.56% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Lincoln Electric?For Lincoln Electric, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.11%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Lincoln Electric will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Lincoln Electric would post earnings of $2.81 per share when it actually produced earnings of $2.93, delivering a surprise of +4.27%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Lincoln Electric doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Tržby společnosti Amkor Technology v divizi Computing ve 2. čtvrtletí 2026 meziročně vzrostly o 23 % na rekordní úroveň díky poptávce po umělé inteligenci; ve 3. čtvrtletí firma očekává téměř 30% mezikvartální růst.
Key Takeaways Amkor's Computing revenues hit a Q2 record, rising 20% sequentially and 23% year over year on AI demand.Amkor targets four 2.5D and four HDFO product launches in 2026, alongside TSMC and NVIDIA partnerships.Amkor's gross margin rose to 16.8%, but $2.5B-$3B in 2026 capex and Arizona ramp risks may pressure margins.
Amkor Technology (AMKR - Free Report) is benefiting from accelerating AI and data center investments, driving demand for its advanced semiconductor packaging and test solutions. Computing revenues reached a quarterly record in the second quarter of 2026, increasing 20% sequentially and 23% year over year. Management projected nearly 30% sequential Computing revenue growth in the third quarter, supported by AI infrastructure demand and its high-density fan-out (HDFO) data center CPU ramp.
The opportunity extends beyond one program. Amkor has active engagements across 2.5D integration, HDFO and emerging co-packaged optics technologies. Management highlighted 11 customers across 2.5D programs and five HDFO customers with 10 active engagements, targeting four product launches in each category during 2026. Its 10-year advanced packaging agreement with TSMC and multi-year NVIDIA partnership strengthen technology collaboration and long-term growth opportunities.
Improving manufacturing efficiency provides another advantage. Gross margin expanded to 16.8% from 12% a year earlier, supported by higher factory utilization. Meanwhile, manufacturing expansions in Arizona and Korea should strengthen its ability to support future AI and high-performance computing demand.
However, substantial capital requirements, semiconductor cyclicality and manufacturing execution risks remain challenges. Amkor expects 2026 capital expenditures of $2.5 billion to $3 billion, while underutilized Arizona capacity could pressure margins during its initial ramp.
Accelerating AI demand, expanding customer programs and strategic partnerships position Amkor to sustain advanced packaging growth, but successful capacity ramps and consistent utilization will be essential to sustaining momentum.
How Are AMKR’s Advanced Packaging Rivals Positioned?Intel Corporation (INTC - Free Report) competes in advanced AI packaging through its Foundry business, offering EMIB silicon bridges, Foveros 3D stacking and EMIB-T technology. Intel operates advanced packaging facilities in New Mexico, supporting high-density chiplet integration for demanding data center workloads. By combining semiconductor fabrication with advanced assembly and testing capabilities, Intel offers an integrated manufacturing alternative that could challenge Amkor's position in complex AI packaging.
GlobalFoundries (GFS - Free Report) is expanding its presence in the advanced packaging ecosystem through silicon interposer manufacturing. In October 2026, GlobalFoundries announced a five-year, $2 billion agreement with TSMC to manufacture silicon interposers for its CoWoS advanced packaging ecosystem. With production expected to ramp in the first half of 2028, GlobalFoundries could strengthen competition for advanced packaging opportunities, although its interposer manufacturing role differs from Amkor's assembly-and-test services.
AMKR’s Share Price Performance, Valuation & EstimatesAMKR’s shares are up 6.5% year to date, underperforming the broader Zacks Computer and Technology sector’s 15.8% growth.
AMKR’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, AMKR trades at a forward 12-month P/E of 15.56X, higher than the industry average of 11.36X. The company carries a Value Score of A.
AMKR’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $2.60 per share, unchanged over the past 30 days, implying 73.3% year-over-year growth.
Image Source: Zacks Investment Research
AMKR stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways GEHC's MINItrace Magni wins CE Mark, enabling local production of four radioisotopes for PET imaging.GEHC expands its PETtrace platform to support Copper-64 production, advancing radiopharmaceutical research.GEHC's expanded portfolio supports molecular imaging and theranostics across emerging cancer applications.
GE HealthCare Technologies (GEHC - Free Report) recently announced that its MINItrace Magni cyclotron has received CE Mark certification, advancing the company's efforts to expand local production of radioisotopes used in positron emission tomography (PET) imaging. The company also expanded its PETtrace Solid Target Platform to support Copper-64 production, broadening its capabilities beyond Gallium-68 and Zirconium-89. These developments strengthen GE HealthCare's molecular imaging portfolio and support emerging research into radiopharmaceuticals and theranostics.
The CE Mark enables the MINItrace Magni to support in-house production of Fluorine-18, Carbon-11, Oxygen-15 and Nitrogen-13 for PET tracers. By combining a compact, self-shielded design with automated operation, the system is intended to help healthcare institutions establish or expand local radioisotope production without requiring large-scale production infrastructure.
More on the NewsPET imaging depends on radioisotopes that can lose their usefulness quickly because of their short half-lives. Producing these products closer to healthcare facilities can improve supply planning, reduce dependence on external production and transportation, and provide greater flexibility in scheduling imaging procedures.
According to GE HealthCare, MINItrace Magni features an intuitive interface and a three-click workflow. Its automated functions include preparing the cyclotron and targets, tuning the radiation beam and managing target irradiation. The system can also be integrated with the company's TRACERcenter Solutions to support broader radiopharmacy workflows.
The PETtrace platform's addition of Copper-64 expands its solid-target capabilities beyond Gallium-68, introduced in 2022, and Zirconium-89, added in early 2026. Copper-64 is being investigated for PET imaging and in combination with Copper-67, a potential therapeutic counterpart that could enable a diagnostic-and-treatment approach known as theranostics. Research involving Copper-64-labeled compounds includes applications in prostate cancer and HER2-positive breast cancer. These applications remain under investigation.
Strategic ImplicationsThe developments reflect GE HealthCare's broader strategy of connecting imaging equipment with radioisotope production and radiopharmacy infrastructure. As molecular imaging expands across oncology, neurology and cardiology, reliable isotope availability could become increasingly important for healthcare providers. The expanded platform also offers research institutions greater flexibility to explore new radiopharmaceutical applications, although commercial benefits will depend on customer adoption and the progress of clinical research.
Industry OutlookPer a report by Precedence Research, the global radiopharmaceutical market size was valued at $7.51 billion in 2025 and is projected to grow from $8.28 billion in 2026 to $15.21 billion by 2033, at a CAGR of 7.3% from 2026 to 2033.
Demand is being driven by prostate and neuroendocrine cancer diagnosis and expansion in Asia-Pacific market. The next growth wave is likely to be driven alpha-emitting therapies, new PET tracers and earlier-line treatment expansion.
Peers in the Radiopharmaceutical SpaceOther radiopharmaceutical and theranostics companies like Lantheus , Radiopharm Theranostics and Telix Pharmaceuticals (TLX - Free Report) are also developing their product portfolio to gain from the rising demand in this space.
Lantheus strengthened its radiopharmaceutical portfolio with two notable regulatory developments in the past three months. In August 2026, the FDA approved Tauklarify, a PET imaging agent designed to detect abnormal tau protein deposits in adults with cognitive impairment being evaluated for Alzheimer’s disease.
In September, the FDA granted final approval to BRAVNETSA (lutetium Lu 177 dotatate), a radioligand therapy for adults with somatostatin receptor-positive gastroenteropancreatic neuroendocrine tumors. Approved through the abbreviated new drug application pathway, BRAVNETSA expands treatment options and establishes a new regulatory milestone for radioligand therapies.
Radiopharm Theranostics advanced the regulatory development of its investigational imaging agent RAD101 following an End-of-Phase 2 meeting with the FDA on Oct. 5, 2026. The discussions focused on the pivotal Phase 3 trial design for detecting suspected recurrent brain metastases after radiotherapy. RAD101 had previously demonstrated 93% concordance with MRI across evaluable lesions in its Phase 2b study, meeting the primary endpoint. The company is preparing for Phase 3 development, with formal FDA meeting minutes expected to clarify the next steps.
Telix Pharmaceuticals secured two important FDA milestones in September 2026. On Sept. 14, the FDA approved Pixclara (floretyrosine F 18), the first FDA-approved FET-PET imaging drug for glioma, helping distinguish recurrent or progressive brain tumors from treatment-related changes in adults and children aged at least one month.
On Sept. 30, Telix received Fast Track designation for its BiPASS program, which evaluates PSMA-PET imaging alongside MRI before prostate biopsy. These developments expand diagnostic applications while supporting further regulatory progress in prostate cancer imaging.
GE HealthCare zahájila pět globálních klinických spoluprací za účelem hodnocení systému StarGuide GX pro pokročilé zobrazování v nukleární medicíně; zúčastněné instituce již vyšetřily více než 1 000 pacientů.
Leading institutions will evaluate StarGuide GXi across quantitative imaging, dynamic imaging and emerging theranostic applications Clinical experience from more than 1,000 patient studies was established ahead of the European Association of Nuclear Medicine (EANM) 2026 Annual Meeting in Vienna, Austria Insights will help guide the future evolution of GE HealthCare's digital SPECT/CT platform and inform the next generation of nuclear medicine imaging CHICAGO & VIENNA--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) today announced a global clinical evaluation program spanning three continents and five internationally recognized institutions to assess StarGuide™ GX,i its next-generation digital 4D SPECT/CT system. Participating institutions include Hadassah Medical Center in Israel; Mayo Clinic in the United States; Oncopole Claudius Regaud – Institut Universitaire du Cancer de Toulouse in France; Peking University First Hospital in China; and Rambam Health Care Campus.
Across the program, participating institutions will evaluate image quality, quantitative performance, dynamic imaging and workflow while providing clinical and research feedback to help inform the future evolution of StarGuide GX.
“Nuclear medicine is entering a new era in which imaging is expected to do more than identify disease – it is increasingly being used to quantify biological processes, support treatment decisions and monitor response to therapy,” said Erez Levy, Executive Director, Molecular Imaging, GE HealthCare. “By working across multiple regions and care environments, we aim to generate clinical and research insights that can help inform innovation as imaging, quantitation and workflow needs evolve.”
Expanding quantitative and dynamic imaging capabilities
StarGuide GX uses dual-sided cadmium zinc telluride (dsCZT) detector technology and is designed to support high-sensitivity, high-resolution imaging, quantitative imaging and dynamic acquisitions. Its detector configuration allows the detectors to move close to the patient during imaging, while its patented dual-collimator detector design is intended to eliminate the need for manual external collimator exchanges and streamline imaging workflows.
Additionally, the system is engineered to support radionuclides across a broad energy range and, in research settings, it may also be evaluated for imaging radionuclides associated with emerging alpha-emitter research, including Actinium-225, focused on the potential to expand theranostic applications.ii
“The technological innovations introduced by StarGuide GX are particularly exciting for the future of theranostics,” shared Prof. Frederic Courbon, Head of the Imaging Department, Oncopole Claudius Regaud – Institut Universitaire du Cancer de Toulouse. “The system's ergonomic design and flexibility have the potential to significantly improve workflow while supporting precision in quantitative imaging and high-energy radionuclide applications. Our first experience suggests that StarGuide GX represents a meaningful step forward in enabling advanced theranostic practices.”
StarGuide GX also uses NVIDIA RTX™ accelerated computing to support image reconstruction, and includes a Low-Medium Energy collimator that is designed to provide up to 2.67-times system volume sensitivity.iii
Global collaborations advance nuclear medicine research
Five new, global clinical collaborations will evaluate the platform across diverse care settings:iv
Hadassah Medical Center (Israel): Evaluate advanced quantitative capabilities following the system’s recent field upgrade. Mayo Clinic (United States): Evaluate advanced quantitative and dynamic imaging applications. Oncopole Claudius Regaud – Institut Universitaire du Cancer de Toulouse (France): Assess StarGuide GX, the department's general-purpose SPECT/CT platform, across routine oncology imaging and clinical research. Peking University First Hospital (China): Explore novel tracer research and preclinical applications. Rambam Health Care Campus (Israel): Evaluate StarGuide GX imaging workflows through extensive clinical use across a broad range of nuclear medicine applications and tracers. These new collaborations build on GE HealthCare’s work with University Hospital Essen in Germany, which in June 2026 opened a new state-of-the-art Nuclear Medicine Center featuring the world’s first installation of StarGuide GX SPECT/CT.
To date, these diverse healthcare institutions have scanned more than 1,000 patients.
StarGuide GX received CE Mark in November 2025 and is available for sale in select European Union member states. The system is 510(k) pending with the U.S. FDA and is not currently available for sale in the United States.
For more information about GE HealthCare’s molecular imaging portfolio, visit gehealthcare.com or see the system in the company’s booth at the European Association of Nuclear Medicine’s 2026 Annual Meeting, October 17-21 in Vienna, Austria.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
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StarGuide GX is CE marked and 510(k) pending with the U.S. FDA. Not available for sale in the United States. Investigational tracers. Not approved by the U.S. FDA or any other regulatory authority for clinical use. StarGuide GX with Low-Medium collimator has up to a 2.67-times increase in system volume sensitivity compared with NM/CT 870 DR with LEHRS collimator. System volume sensitivity measured per NEMA NU-1 2023, with adaptations for StarGuide GX. The products and applications evaluated may be investigational, may not be commercially available in all markets and may be subject to applicable regulatory requirements. Evaluation activities and timelines vary by institution. More News From GE HealthCare
Společnost Baker Hughes má za čtvrtletí končící v září 2026 vykázat zisk na akcii (EPS) ve výši 0,64 USD, což by představovalo meziroční pokles o 5,9 %, při tržbách 7,77 miliardy USD, tedy o 10,8 % vyšších než ve stejném období předchozího roku.
Wall Street expects a year-over-year decline in earnings on higher revenues when Baker Hughes (BKR - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis oilfield services company is expected to post quarterly earnings of $0.64 per share in its upcoming report, which represents a year-over-year change of -5.9%.
Revenues are expected to be $7.77 billion, up 10.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.14% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Baker Hughes?For Baker Hughes, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination makes it difficult to conclusively predict that Baker Hughes will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Baker Hughes would post earnings of $0.51 per share when it actually produced earnings of $0.64, delivering a surprise of +25.49%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Baker Hughes doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
