Track market-moving stories before they get noisy

Iridium Communications (IRDM - Free Report) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.35 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +31.03%. A quarter ago, it was expected that this satellite phone company would post earnings of $0.26 per share when it actually produced earnings of $0.19, delivering a surprise of -26.92%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Iridium, which belongs to the Zacks Satellite and Communication industry, posted revenues of $245.73 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 2.04%. This compares to year-ago revenues of $226.93 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Iridium shares have added about 154.2% since the beginning of the year versus the S&P 500's gain of 12.4%.

What's Next for Iridium?While Iridium has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Iridium was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.29 on $236.96 million in revenues for the coming quarter and $0.87 on $922.04 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Satellite and Communication is currently in the top 15% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Gilat Satellite (GILT - Free Report) , is yet to report results for the quarter ended September 2026. The results are expected to be released on November 10.

This satellite broadband communications company is expected to post quarterly earnings of $0.17 per share in its upcoming report, which represents a year-over-year change of -10.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Gilat Satellite's revenues are expected to be $126.2 million, up 7.2% from the year-ago quarter.

Key Takeaways Fortinet's combined SASE Firewall business grew 34% to more than $2 billion in second-quarter 2026.Unified SASE billings rose 35%, while FortiSASE billings more than doubled, fueling growth momentum.Fortinet raised its 2026 revenue outlook to $8.02-$8.18 billion, with non-GAAP EPS view of $3.41-$3.47.
Fortinet (FTNT - Free Report) is gaining traction with its push to converge firewall and secure access service edge (SASE) technologies, positioning the stock for upside. At its SASE Summit 2026, highlighted on Oct. 8, the company outlined how its Unified SASE platform is evolving to secure AI applications and autonomous agents alongside human users.

Fortinet is addressing sovereignty demands through FortiSASE Outpost, which extends inspection and enforcement to on-premises and colocation sites under centralized cloud management, and FortiSASE Sovereign, a private SASE model that customers or service providers can run on their infrastructure.

This builds on the FortiGate 1200G series launched with FortiSASE Outpost in July, which combines ASIC-powered local enforcement with cloud-delivered security. The strategy is showing up in results. In second-quarter 2026, the combined SASE Firewall business, spanning Secure Networking and Unified SASE, grew 34% to more than $2 billion. Unified SASE billings rose 35%, while FortiSASE billings more than doubled. Billings jumped 33% year over year to $2.37 billion, and revenues climbed 26% to $2.05 billion, exceeding the high end of guidance.

Fundamentals reinforce the outlook. Product revenues surged 52% to $773 million, with management expecting attached services to boost service revenue growth in the second half. Meanwhile, the non-GAAP operating margin hit a second-quarter record of 38%.

Backed by this momentum, Fortinet raised its 2026 outlook and now expects revenues of $8.02-$8.18 billion, implying 19% growth, billings of $9.35-$9.55 billion and service revenues of $5.18-$5.22 billion. Non-GAAP operating margin is projected at 35-37%, with non-GAAP EPS of $3.41-$3.47. For the third quarter, it expects revenues of $2.01-$2.10 billion, billings of $2.25-$2.35 billion and non-GAAP EPS of 83-87 cents.

With SASE emerging as a growth engine and guidance pointing to sustained billings strength, Fortinet appears well placed to extend its momentum, paving the way for the stock to reach new highs.

How Fortinet Stacks Up Against PANW and ZS in SASEFortinet faces competition in SASE from Palo Alto Networks (PANW - Free Report) and Zscaler (ZS - Free Report) . Palo Alto Networks’ Next-Generation Security ARR, which includes SASE, grew 63% to $9.10 billion in fiscal fourth-quarter 2026, while SASE competitive displacements totaled about $450 million for the fiscal year.

Palo Alto Networks expects fiscal 2027 NGS ARR of $11.08-$11.18 billion. Zscaler, a cloud-native zero-trust provider, grew ARR 25% to $3.77 billion in the same quarter and ended with more than 950 Zero Trust Everywhere enterprises. Zscaler projects fiscal 2027 ARR of $4.40-$4.43 billion. Unlike Zscaler’s cloud-delivered approach, Fortinet offers on-premises, hybrid and sovereign SASE deployments.

FTNT’s Share Price Performance, Valuation & EstimatesFortinet shares have gained 116% in the year-to-date period, outperforming the Zacks Security industry and the broader Computer and Technology sector’s growth of 81.8% and 15.8%, respectively.

FTNT’s Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, FTNT appears overvalued, trading at a forward 12-month price-to-earnings ratio of 45.52, higher than the sector's average of 19.44. The company carries a Value Score of F.

FTNT’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Fortinet’s earnings is pegged at $3.45 per share for 2026, which implies year-over-year growth of 25%.

Fortinet currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Devon Energy (DVN - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this oil and gas exploration company have returned +7%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Oil and Gas - Exploration and Production - United States industry, which Devon Energy falls in, has gained 5.8%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Devon Energy is expected to post earnings of $1.22 per share for the current quarter, representing a year-over-year change of +17.3%. Over the last 30 days, the Zacks Consensus Estimate has changed +5.4%.

For the current fiscal year, the consensus earnings estimate of $5.4 points to a change of +37.8% from the prior year. Over the last 30 days, this estimate has changed +2.3%.

For the next fiscal year, the consensus earnings estimate of $5.28 indicates a change of -2.1% from what Devon Energy is expected to report a year ago. Over the past month, the estimate has changed +4.6%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Devon Energy is rated Zacks Rank #2 (Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Devon Energy, the consensus sales estimate for the current quarter of $7.33 billion indicates a year-over-year change of +69.3%. For the current and next fiscal years, $26.02 billion and $28.22 billion estimates indicate +51.4% and +8.5% changes, respectively.

Last Reported Results and Surprise HistoryDevon Energy reported revenues of $7.42 billion in the last reported quarter, representing a year-over-year change of +73.1%. EPS of $1.57 for the same period compares with $0.84 a year ago.

Compared to the Zacks Consensus Estimate of $6.3 billion, the reported revenues represent a surprise of +17.76%. The EPS surprise was +20.77%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Devon Energy is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Devon Energy. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

Halliburton Company (NYSE:HAL, XETRA:HAL), the oilfield services provider, expects revenue to grow at a mid-single-digit rate in 2027 and operating margins to reach about 15%, an improvement of roughly 2 percentage points.

Chief executive Jeff Miller said the outlook assumes a flat North American market and does not require a recovery in hydraulic fracturing, the process of extracting oil and gas from underground rock.

Miller expects efforts to restore energy production, rebuild inventories and strengthen energy security to support multi-year demand growth for oilfield services.

The outlook follows third-quarter revenue of $5.7 billion, which was broadly unchanged from the previous quarter, while adjusted earnings per share rose to $0.60 from $0.55.

Net income attributable to Halliburton fell to $417 million from $534 million in the second quarter, while adjusted net income increased to $501 million from $461 million.

Operating income declined to $624 million from $778 million, although adjusted operating income, which excludes impairments and other charges, rose to $731 million from $683 million.

Regional performance highlighted the growing importance of international markets, with Middle East and Asia revenue increasing 8% sequentially to $1.4 billion.

North American revenue fell 5% to $2.2 billion, primarily because of lower pressure pumping activity, while international revenue increased 3% to $3.5 billion.

Halliburton's drilling and evaluation division reported a 4% revenue increase to $2.6 billion and a 16% rise in operating income to $391 million.

Its completion and production division recorded a 4% decline in revenue to $3.1 billion and a 4% fall in operating income to $457 million, reflecting weaker stimulation activity in the Western Hemisphere.

Cash flow from operations reached $368 million during the quarter, while free cash flow totalled $156 million and share repurchases amounted to approximately $250 million.

Halliburton also recognised $107 million in pre-tax charges, primarily related to severance costs from a global workforce restructuring and inventory write-down.

Key Takeaways JBLU is set to report Q3 earnings on Oct. 27 amid elevated fuel costs & persistent operating pressures.JetBlue expects Q3 fuel prices of $3.49 per gallon and CASM ex-fuel growth of 2.5-4.5% year over year.JetBlue's $8.48B debt burden and operational disruptions may further weigh on its Q3 profitability. JetBlue Airways Corporation (JBLU - Free Report) is scheduled to release third-quarter 2026 results on Oct. 27, before the market opens.

The airline exits the September-end quarter amid elevated fuel costs, continued non-fuel expense pressure and operational challenges. Although demand remained resilient, higher fuel prices, labor and maintenance expenses and air-traffic-control constraints are likely to have weighed on profitability.

The Zacks Consensus Estimate for JBLU’s third-quarter 2026 loss per share has widened in the past 60 days to 52 cents from 41 cents. The Zacks Consensus Estimate for JBLU’s third-quarter 2026 revenues is pegged at $2.82 billion, indicating 21.54% growth year over year.

JBLU has a discouraging earnings surprise history, having outperformed the Zacks Consensus Estimate in two of the preceding four quarters, and missing twice in the remaining two, with the average miss being 4.26%.

Factors Likely to Have Influenced JBLU’s Q3 PerformanceElevated Fuel Costs: Higher fuel expenses are likely to have remained a major headwind for JetBlue. The company had expected an average third-quarter fuel price of $3.49 per gallon. Management noted that it had recaptured nearly 50% of higher fuel costs and expected further progress, suggesting that fuel inflation had still not been fully offset during the quarter.

Non-Fuel Cost Pressure: Rising operating expenses are also likely to have hurt the bottom line. JetBlue had guided for third-quarter CASM ex-fuel growth of 2.5-4.5% year over year. Labor, maintenance and other operating expenses are likely to have remained important cost pressures as the airline continues investing in its operations and JetForward initiatives. The company's filings also highlight increased maintenance costs associated with fleet age and higher salaries, wages and benefits as ongoing risks.

Operational Challenges: Operational disruptions may have further pressured results. Management described July as operationally challenging because of weather, air-traffic-control staffing constraints and other disruptions. The company's third-quarter outlook had assumed completion factors would return to historical levels during the balance of the quarter, leaving execution dependent on improved operating conditions.

High Interest Burden: JetBlue’s sizable debt load continues to constrain earnings. As of June 30, 2026, the company had about $8.48 billion of debt and finance lease obligations, while its full-year outlook contemplated approximately $590 million of interest expense. The elevated financing burden is likely to have remained a drag on the bottom line.

What Our Model Says About JBLUOur proven model does not conclusively predict an earnings beat for JetBlue 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. But that is not the case here.

JetBlue has an Earnings ESP of -6.22% and a Zacks Rank #4 (Sell) at present. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

JBLU's Q2 HighlightsJetBlue Airways reported a second-quarter 2026 loss of 66 cents per share, narrower than the Zacks Consensus Estimate of a loss of 70 cents. The result marked a 5.7% earnings surprise, though the loss widened from a year ago.

Operating revenues of $2.7 billion beat the consensus estimate by 0.1% and rose 14.5% year over year. Strong demand and commercial execution lifted revenue per available seat mile, or RASM, 10.9%.

Stocks to ConsiderHere are a few stocks from the broader Zacks Transportation sector that investors may consider, as our model shows that they have the right combination of elements to beat on earnings this reporting cycle.

Old Dominion Freight Line (ODFL - Free Report) has an Earnings ESP of +0.25% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

ODFL is scheduled to report third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.63% over the past 60 days. The company’s earnings beat the Zacks Consensus Estimate in each of the preceding four quarters, with the average beat being 6.71%.

Kirby Corporation (KEX - Free Report) has an Earnings ESP of +1.87% and a Zacks Rank #3 at present. KEX is scheduled to report third-quarter 2026 earnings on Oct. 28.

The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised upward by 0.51% to $1.96 per share over the past 60 days. KEX’s earnings beat the Zacks Consensus Estimate in three of the preceding four quarters and met the mark on the other occasion. The average beat is 2.86%.  

, /PRNewswire/ -- Toyota Motor North America's Hydrogen Headquarters (H2HQ) division is making steady progress in fueling improvements for heavy-duty fuel cell trucks as it works to bring these advancements to Toyota's commercial fleets in the U.S.

Toyota Achieves Heavy-Duty Hydrogen Truck Milestones

Toyota recently installed two mobile hydrogen fueling devices at North American Parts Center California (NAPCC), its largest parts distribution facility in the U.S. With the tanks and fuel ready, Toyota's commercial logistics fleets plan to use the mobile fuelers to support Toyota operations by fueling heavy-duty fuel cell trucks hauling freight from the Port of Los Angeles to Ontario, and throughout the region. A permanent station is planned to be built on location.

The station will initially fuel heavy-duty trucks commissioned through Hyroad Energy and will later integrate heavy-duty trucks with Toyota's own certified fuel cell powertrain.

Toyota and National Lab of the Rockies Complete Milestone Filling
In a public-private partnership, Toyota is collaborating with the U.S. Department of Energy's National Laboratory of the Rockies (NLR) in Golden, Colorado, to research several initiatives, including 70 MPa high-flow hydrogen fueling for heavy-duty trucks.

High-flow fueling allows trucks to accept hydrogen fuel at speeds up to 300g/s, or about five times faster than the rate of conventional light-duty fueling technology. It allows heavy-duty trucks to carry energy into the vehicle at an equivalent speed of a 20 MW fast charger. Refueling times are comparable to modern diesel-powered, heavy-duty trucks. Unlike a diesel powertrain, however, fuel cells emit only water.  

Toyota and NLR engineers and researchers have performed multiple rounds of testing per SAE J2601-5 standards, successfully demonstrating that Toyota-powered heavy-duty trucks can be refueled in about eight minutes for a range of up to 450 miles.

Production Toyota-powered trucks are expected to hit the open road for commercial operations in 2027.

Building the Next Generation of Hydrogen Fueling
Over the next several months, Toyota aims to upgrade its private fueling infrastructure at its H2HQ to the same high-flow standard for testing heavy-duty vehicles. It also plans to install new equipment for light passenger fuel cell electric vehicles in order to evaluate station hardware and share insights intended to improve operations and reliability.

When the publicly available permanent station at NAPCC goes online, Toyota plans to provide conventional and high-flow hydrogen fueling for heavy-duty trucks, along with a separate area for fueling light-duty vehicles.

Toyota continues to develop and refine fuel cell technologies for heavy-duty vehicles, commercial applications, stationary power generation and light-duty passenger vehicles, including supporting past, current and future vehicle development.

About Toyota Hydrogen Headquarters (H2HQ)
Toyota Hydrogen Headquarters (H2HQ) is the lead office in North America for the development, engineering, commercialization and business operations of Toyota's hydrogen fuel cell technologies. Based in Gardena, California, H2HQ works collaboratively with Toyota's R&D offices in Michigan and Texas, as well as business units in Japan and internationally, to create zero-emissions fuel cell technologies that enable energy independence, innovation and the movement of people, goods, energy and information.

For more information about Toyota, visit Toyota Hydrogen Headquarters (H2HQ) – Toyota USA Newsroom. 

About Toyota
Toyota (NYSE: TM) has been a part of the cultural fabric in North America for nearly 70 years, and is committed to advancing sustainable, next-generation mobility through our Toyota and Lexus brands, plus our more than 1,800 dealerships.

Toyota directly employs nearly 64,000 people in North America who have contributed to the design, engineering, and assembly of over 50 million cars and trucks at our 14 manufacturing plants. In 2025, Toyota's plant in North Carolina began to assemble automotive batteries for electrified vehicles.

For more information about Toyota, visit www.ToyotaNewsroom.com.

Media Contact
Jacob Brown
[email protected]

SOURCE Toyota Motor North America

Crypto traders have been buying and selling on Sunday mornings for more than a decade. Wall Street still keeps banker's hours, with the main trading session ending at 4 p.m. and weekends off.

Nasdaq (NDAQ +1.54%) CEO Adena Friedman wants to change that. Speaking at the TOKEN2049 conference in Singapore this month, she was refreshingly candid about who got there first.

"The retail ecosystem, as we know, has been kind of 10 years ahead," she told CNBC's Joanna Ossinger.

Ten years is a long head start. Nasdaq's catch-up plan begins on Dec. 6, when it starts trading U.S. stocks 23 hours a day, five days a week. The full 24/7 version is a much bigger project, and Friedman made it clear that the exchange itself is the easy part. The hard part is everything that comes after it.

NDAQ Nasdaq$94.64+$1.44 (+1.54%)

NASDAQ · As of 10:58 AM ET 10/20/26

A harbor that never closes Picture a busy harbor that has always shut down overnight. The crews go home, the cranes get serviced, and the paperwork catches up before sunrise. Now imagine ships arriving around the clock. Every crane, tugboat, and customs desk suddenly needs a night shift.

That's roughly what Friedman described. Banks and brokers have relied on closed hours to patch systems, run batch processing, and tidy up risk calculations. In an always-on market, that downtime disappears.

"Everything has to be real-time, all the time," she said, nearly quoting a couple of A24 movie titles.

That includes money. If a trade happens in the middle of Saturday night, the cash has to move at that point, too. Traditional bank wires don't keep those always-on hours.

Image source: Getty Images.

Meet the most boring hero in crypto Tokenization turns real-world assets, from dollars to Treasury bonds, into digital tokens on a blockchain ledger. Those tokens can change hands in seconds, at any hour. Friedman sees a two-step path to making this work at scale: tokenize the money first, then everything else.

In practice, tokenized money means stablecoins. A dollar stablecoin is about as thrilling as a feather pillow. It's supposed to be worth a dollar today, tomorrow, and at 3 a.m. on Saturday. That dullness is the whole job description.

Friedman put it more elegantly: "If we can tokenize money, then we can tokenize the flow of capital."

Step two is tokenizing the collateral banks pledge to back their trades. With stablecoins on one side and tokenized assets on the other, that collateral can move as fast as the trades themselves. Beyond basic cash, think Treasuries, stocks, and money market funds. Friedman said that could free up "tens and tens of billions of dollars of capital" now stuck in collateral pools. That's bank capital getting a second job rather than a crypto windfall, but it's still a lot of money.

She also gave credit to the GENIUS Act for getting the ball rolling. The 2025 stablecoin law set the "rules of the road," as she put it, and big institutions started paying attention.

The law isn't fully in force yet. It takes effect on Jan. 18, 2027, or 120 days after final rules are issued, whichever comes first, and no final rule arrived early enough to beat the January date.

CRCL Circle Internet Group$86.31+$4.94 (+6.07%)

NYSE · As of 10:58 AM ET 10/20/26

Wall Street is trying on crypto's glove Here's the part crypto investors might find less exciting. Friedman doesn't expect traditional finance to adopt the entire crypto playbook. Mainstream markets already have tools like margin and net settlement. Therefore, tokenization "might look a little different than how the crypto ecosystem works today," Friedman said.

In other words, Wall Street is shopping crypto's store for accessories, not a new outfit. Stablecoin settlement and round-the-clock trading might be the glove that fits; the rest can stay on the rack for now.

The legislative side tells a similar story. Friedman mentioned what might happen "if the Clarity Act ever gets approved." That word "ever" is doing some heavy lifting. The broader crypto market-structure bill failed a Senate procedural vote in September amid fights over ethics rules and over whether stablecoin holders should earn interest-like rewards. The GENIUS Act is the law of the land and is in the process of implementation; the Clarity Act is still more of a wish list.

So who wins? Stablecoins won't make anyone rich directly. Popular stablecoin USDC (USDC -0.01%) is worth a dollar today, and if all goes well, it'll be worth a dollar next year, too.

The more interesting question is who owns the pipes. Circle Internet Group (CRCL +6.07%) collects interest on the reserves behind USDC, so more circulation means more income. Visa (V +1.28%) already settles some card payments in stablecoins. And Friedman's Nasdaq does double duty, operating its own markets and licensing its trade infrastructure technology to 135 other market operators and regulators, plus hundreds of brokers and banks.

Meanwhile, I wouldn't count on Wall Street's tokenization push to boost crypto across the board. If Friedman is right, banks will adopt stablecoins and tokenized collateral on their own terms, and the companies running those pipes will collect the fees.

Have you been paying attention to shares of Permian Resources (PR - Free Report) ? Shares have been on the move with the stock up 12.9% over the past month. The stock hit a new 52-week high of $24.92 in the previous session. Permian Resources has gained 76.8% since the start of the year compared to the 40.5% move for the Zacks Oils-Energy sector and the 35.4% return for the Zacks Oil and Gas - Exploration and Production - United States industry.

What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on August 5, 2026, Permian Resources reported EPS of $0.69 versus consensus estimate of $0.56.

For the current fiscal year, Permian Resources is expected to post earnings of $2.37 per share on $6.84 in revenues. This represents a 65.73% change in EPS on a 35.12% change in revenues. For the next fiscal year, the company is expected to earn $2.54 per share on $7.05 in revenues. This represents a year-over-year change of 7.4% and 3.04%, respectively.

Valuation MetricsThough Permian Resources has recently hit a 52-week high, what is next for Permian Resources? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.

On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.

Permian Resources has a Value Score of C. The stock's Growth and Momentum Scores are B and B, respectively, giving the company a VGM Score of B.

In terms of its value breakdown, the stock currently trades at 10.5X current fiscal year EPS estimates, which is a premium to the peer industry average of 9.6X. On a trailing cash flow basis, the stock currently trades at 6.4X versus its peer group's average of 5.2X. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.

Zacks RankWe also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, Permian Resources currently has a Zacks Rank of #1 (Strong Buy) thanks to a solid earnings estimate revision trend.

Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Permian Resources meets the list of requirements. Thus, it seems as though Permian Resources shares could have potential in the weeks and months to come.

How Does PR Stack Up to the Competition?Shares of PR have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is Northern Oil and Gas, Inc. (NOG - Free Report) . NOG has a Zacks Rank of #2 (Buy) and a Value Score of A, a Growth Score of D, and a Momentum Score of A.

Earnings were strong last quarter. Northern Oil and Gas, Inc. beat our consensus estimate by 10.78%, and for the current fiscal year, NOG is expected to post earnings of $3.82 per share on revenue of $2.37 billion.

Shares of Northern Oil and Gas, Inc. have gained 16.7% over the past month, and currently trade at a forward P/E of 7.27X and a P/CF of 2.12X.

The Oil and Gas - Exploration and Production - United States industry is in the top 14% of all the industries we have in our universe, so it looks like there are some nice tailwinds for PR and NOG, even beyond their own solid fundamental situation.

For the quarter ended September 2026, Northrop Grumman (NOC - Free Report) reported revenue of $11.12 billion, up 6.7% over the same period last year. EPS came in at $7.89, compared to $7.67 in the year-ago quarter.

The reported revenue represents a surprise of +0.57% over the Zacks Consensus Estimate of $11.06 billion. With the consensus EPS estimate being $7.22, the EPS surprise was +9.28%.

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

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

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

Sales- Mission Systems: $3.16 billion versus $3.18 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2% change.Sales- Aeronautics Systems: $3.58 billion versus the three-analyst average estimate of $3.51 billion. The reported number represents a year-over-year change of +13.8%.Sales- Intersegment eliminations: $-664 million versus $-614.22 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.7% change.Sales- Space Systems: $2.75 billion compared to the $2.8 billion average estimate based on three analysts. The reported number represents a change of +1.9% year over year.Sales- Defense Systems: $2.31 billion compared to the $2.2 billion average estimate based on three analysts. The reported number represents a change of +12% year over year.Operating income (loss)- Intersegment eliminations: $-94 million compared to the $-87.73 million average estimate based on three analysts.Operating income (loss)- Mission Systems: $500 million versus $474.86 million estimated by three analysts on average.Operating income (loss)- Space Systems: $312 million compared to the $306.42 million average estimate based on three analysts.Operating income (loss)- Aeronautics Systems: $377 million versus $337.46 million estimated by three analysts on average.Operating income (loss)- Defense Systems: $250 million versus the three-analyst average estimate of $233.89 million.Segment operating income adjustment- Unallocated corporate expenses: $-69 million compared to the $-59.13 million average estimate based on two analysts.View all Key Company Metrics for Northrop Grumman here>>>

Shares of Northrop Grumman have returned -3% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Watsco (WSO - 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 heating and cooling company is expected to post quarterly earnings of $4.13 per share in its upcoming report, which represents a year-over-year change of +3.8%.

Revenues are expected to be $2.21 billion, up 7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.79% 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 Watsco?For Watsco, 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 +0.46%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Watsco 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 Watsco would post earnings of $4.38 per share when it actually produced earnings of $4.00, delivering a surprise of -8.68%.

Over the last four quarters, the company has beaten consensus EPS estimates just once.

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.

Watsco 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 Manufacturing - General Industrial industry, Dover Corporation (DOV - Free Report) , is soon expected to post earnings of $2.84 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of +8.4%. Revenues for the quarter are expected to be $2.21 billion, up 6.2% from the year-ago quarter.

The consensus EPS estimate for Dover has been revised 0.4% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -1.35%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Dover 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.

In its upcoming report, Molina (MOH - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.72 per share, reflecting a decline of 60.9% compared to the same period last year. Revenues are forecasted to be $10.93 billion, representing a year-over-year decrease of 4.8%.

The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

That said, let's delve into the average estimates of some Molina metrics that Wall Street analysts commonly model and monitor.

According to the collective judgment of analysts, 'Revenue- Premium revenue- Marketplace' should come in at $570.00 million. The estimate points to a change of -52.4% from the year-ago quarter.

The consensus among analysts is that 'Revenue- Premium tax revenue' will reach $509.00 million. The estimate indicates a year-over-year change of +0.6%.

Analysts forecast 'Revenue- Premium revenue- Medicaid' to reach $8.16 billion. The estimate indicates a change of +1.9% from the prior-year quarter.

Analysts predict that the 'Revenue- Premium revenue- Medicare' will reach $1.57 billion. The estimate points to a change of -2.6% from the year-ago quarter.

It is projected by analysts that the 'MCR - Medicaid' will reach 93.0%. The estimate compares to the year-ago value of 92.0%.

The consensus estimate for 'MCR - Medicare' stands at 92.8%. Compared to the present estimate, the company reported 93.6% in the same quarter last year.

Analysts expect 'MCR - Marketplace' to come in at 93.3%. The estimate is in contrast to the year-ago figure of 95.6%.

Analysts' assessment points toward 'Ending Membership by Program - Total' reaching 4.91 million. The estimate compares to the year-ago value of 5.63 million.

The average prediction of analysts places 'Ending Membership by Program - Medicaid' at 4.42 million. The estimate is in contrast to the year-ago figure of 4.64 million.

Based on the collective assessment of analysts, 'Ending Membership by Program - Medicare' should arrive at 227.20 thousand. Compared to the present estimate, the company reported 266.00 thousand in the same quarter last year.

The combined assessment of analysts suggests that 'Ending Membership by Program - Marketplaces' will likely reach 264.05 thousand. The estimate is in contrast to the year-ago figure of 713.00 thousand.

The collective assessment of analysts points to an estimated 'MCR - Total' of 93.0%. The estimate compares to the year-ago value of 92.6%.

View all Key Company Metrics for Molina here>>>

Over the past month, Molina shares have recorded returns of +6.3% versus the Zacks S&P 500 composite's +0.7% change. Based on its Zacks Rank #4 (Sell), MOH will likely underperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

KeyCorp (KEY - Free Report) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +10.87%. A quarter ago, it was expected that this company would post earnings of $0.42 per share when it actually produced earnings of $0.44, delivering a surprise of +4.76%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

KeyCorp, which belongs to the Zacks Banks - Major Regional industry, posted revenues of $2.05 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 1.13%. This compares to year-ago revenues of $1.89 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

KeyCorp shares have lost about 3.5% since the beginning of the year versus the S&P 500's gain of 12.4%.

What's Next for KeyCorp?While KeyCorp has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for KeyCorp was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.49 on $2.12 billion in revenues for the coming quarter and $1.83 on $8.07 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Major Regional is currently in the bottom 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, BankUnited, Inc. (BKU - Free Report) , is yet to report results for the quarter ended September 2026. The results are expected to be released on October 21.

This company is expected to post quarterly earnings of $1.05 per share in its upcoming report, which represents a year-over-year change of +10.5%. The consensus EPS estimate for the quarter has been revised 0.9% lower over the last 30 days to the current level.

BankUnited, Inc.'s revenues are expected to be $292.61 million, up 6.1% from the year-ago quarter.

In its upcoming report, Snap-On (SNA - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $4.91 per share, reflecting an increase of 4.3% compared to the same period last year. Revenues are forecasted to be $1.23 billion, representing a year-over-year increase of 3.1%.

Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

Given this perspective, it's time to examine the average forecasts of specific Snap-On metrics that are routinely monitored and predicted by Wall Street analysts.

The consensus estimate for 'Net Sales- Financial Services Revenue' stands at $102.03 million. The estimate suggests a change of +0.9% year over year.

The consensus among analysts is that 'Net Sales- Repair Systems & Information Group' will reach $478.61 million. The estimate indicates a year-over-year change of +3%.

Analysts predict that the 'Net Sales- Snap-on Tools Group' will reach $514.35 million. The estimate points to a change of +1.7% from the year-ago quarter.

Analysts forecast 'Net Sales- Commercial & Industrial Group' to reach $390.24 million. The estimate suggests a change of +6.1% year over year.

Analysts' assessment points toward 'Operating earnings / (losses)- Financial services' reaching $69.61 million. Compared to the present estimate, the company reported $68.90 million in the same quarter last year.

Based on the collective assessment of analysts, 'Operating earnings / (losses)- Commercial & Industrial Group' should arrive at $63.49 million. Compared to the current estimate, the company reported $57.50 million in the same quarter of the previous year.

The collective assessment of analysts points to an estimated 'Operating earnings / (losses)- Snap-on Tools Group' of $109.58 million. The estimate compares to the year-ago value of $109.90 million.

It is projected by analysts that the 'Operating earnings / (losses)- Repair Systems & Information Group' will reach $121.38 million. The estimate compares to the year-ago value of $141.20 million.

View all Key Company Metrics for Snap-On here>>>

Over the past month, shares of Snap-On have returned -1.3% versus the Zacks S&P 500 composite's +0.7% change. Currently, SNA carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

, /PRNewswire/ -- AppLovin Corporation (NASDAQ: APP) faces a securities class action seeking to represent investors who purchased or otherwise acquired AppLovin securities between February 12, 2026 and August 5, 2026.

The suit follows the publication of a concerning analyst report on July 13, 2026 and the company's August 5, 2026 Q2 2026 financial results, each of which drove the price of AppLovin shares sharply lower.

The developments have prompted national shareholders rights firm Hagens Berman to open an investigation into claims that AppLovin violated the securities laws and urge AppLovin investors who suffered substantial losses to submit your losses now.

Class Period: Feb. 12, 2026 – Aug. 5, 2026
Lead Plaintiff Deadline: Nov. 16, 2026
Visit: www.hbsslaw.com/app
Direct Contact Email: [email protected]
Firm Telephone: 844-916-0895
Video: youtu.be/c5nqdaiWyls

AppLovin Corporation (APP) Securities Class Action:

AppLovin provides end-to-end AI-powered advertising solutions for businesses to reach, monetize, and grow their global audience.

To investors, "uplift" is possibly the most critical driver of the company's revenue growth. The company improves its AI model to increase uplift, better matching the exact right ad to the exact right user at the exact right millisecond. In turn, this uplifts advertisers' return on ad spend, increases their advertising budgets, and (for AppLovin) accelerates high-margin revenue.

The lawsuit is focused on the propriety of AppLovin's statements about model improvements and uplift.

Most recently, several weeks into AppLovin's Q2, during its May 6, 2026 Q1 2026 earnings call, management left investors with high expectations for uplift and revenue growth. 

CEO Adam Foroughi said that the most important milestone investors should focus on was the company's "improving the underlying model." He emphasized that "[l]ast quarter earnings, I mentioned we just had one new model that had just created an uplift[]" and "[t]he one we had a couple of weeks ago was quite substantial." He also explained, "that's why I highlighted […] that we saw a big acceleration going exiting the quarter[,]" and "then, April Q2, bigger than any quarter that we had[.]"

Investors' expectations began to unravel on July 13, 2026, when a prominent analyst published a report highlighting a lack of immediate advertiser influx following the general availability launch of AppLovin's advertising tools. In response, the price of AppLovin shares tumbled $64.13 (-12.6%).

Then, on August 5, 2026, the company reported its Q2 2026 revenue that was below midpoint. In apparent contrast to the "big acceleration," management said "[o]ur pace of meaningful model improvement was lighter than normal during the quarter[]" and "we didn't get the same level of model uplift we've seen in recent quarters[.]" This news drove the price of AppLovin shares crashing another $82.13 (-19.6%).

Between the two drops, the company lost over $44 billion of its market capitalization.

"We're focused on when during Q2 AppLovin first knew that the uplift and revenue acceleration investors had come to expect wasn't happening," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.

If you invested in AppLovin and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »

Whistleblowers: Persons with non-public information regarding AppLovin should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.

Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.

SOURCE Hagens Berman Sobol Shapiro LLP

MANCHESTER, N.H., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (“Allegro”) (Nasdaq: ALGM), a global leader for motion control and energy-efficient systems, is expanding its robotics portfolio with precision sensing and 48V power architectures to address key hardware challenges in physical AI, including torque density, thermal management, and functional safety for human-robot collaboration. 

Key Portfolio Innovations Include: 

48V Power Integration: The A81481 48V power management IC (PMIC) reduces overall system footprint and hardware costs by 50% while accelerating time-to-market for robotics OEMs.High-Torque Joint Precision: The A17802 and A17803 inductive position sensors deliver stray-field immunity without supplemental shielding and tolerate mechanical air-gap variations.Micro-Joint Dexterity: The CT310 XtremeSense™ TMR and A33023 Hall-effect angle sensors deliver sub-degree, solid-state accuracy to replace bulky wire-wound resolvers and optical encoders. “Precise motion control, accurate sensing, and efficient power management are fundamental to advanced robotic manipulation,” said Harpal J.S. Mandaher, CEO and co-founder of Sarcomere Dynamics Inc. “We’re proud to partner with Allegro to integrate their advanced motion controllers, sensors, and power ICs into our Scorpion gripper and are on track to extend this collaboration to our next-generation ARTUS Dex – a 24-degree-of-freedom (DoF) robotic hand that delivers near-human dexterity for advanced physical AI applications.”

Single-Chip PMIC Simplifies and Shrinks 48V Robotic Power Design 

As humanoid designs adopt 48V architectures to reduce cabling weight and minimize resistive losses, engineers face the challenge of safely stepping down higher voltages within tight enclosures. Leveraging decades of automotive engineering experience, Allegro’s A81481 addresses this directly. As a single-chip 48V PMIC engineered for safety-critical robotics, it delivers complete system power and safety regulation directly from a 48V bus, eliminating the need for external pre-regulators. 

By integrating dual buck regulators, five low-dropout (LDO) outputs, and ASIL-D-capable safety diagnostics (including a triple-watchdog architecture) into a 6x6 mm compact package, the A81481 powers remote sensing clusters while simplifying board layout and cutting total system footprint and BOM costs by roughly 50%. 

Sub-Degree Precision for Fluid, Natural Motion

For high-torque actuators like shoulder, hip, and knee joints, the A17802 and A17803 inductive position sensors provide accurate and reliable position measurement in demanding motor control environments. The A17803 is also available in an ultra-compact QFN package, and both sensors deliver reliable operation under varying air gaps through on-chip compensation and advanced filtering, while built-in stray-field immunity eliminates the need for expensive shielding. 

For the tighter mechanical constraints of robotic hands and fingers, Allegro’s CT310 XtremeSense™ TMR and A33023 Hall-effect angle sensors offer greater resilience to contamination, mechanical shock, and runout that can degrade traditional encoder technologies. The CT310 delivers sub-degree accuracy in a 2x2 mm DFN package, while the A33023 adds low-latency, stray-field immunity, and multiple digital output options for applications requiring robust diagnostics and functional safety support.

“In fixed industrial robots, weight and space are less constrained because thick cables, large external drives and liquid cooling are practical,” said Andreas Friedrich, Senior Director of Technology & Strategy at Allegro MicroSystems. “But in autonomous humanoids with 30-plus degrees of freedom, every gram and millimeter matters. By combining true 48V power management, robust motor and gate drivers, stray-field-immune inductive and compact TMR sensors, we give robotics engineers integrated, safety-ready building blocks to maximize torque, manage tight tolerances, and enable fluid motion.” 

Availability 

For more information about the A17802 and A17803 QFN package variant inductive position sensors, the CT310 TMR angle sensor, the A33023 Hall-effect angle sensor, and the A81481 PMIC, including samples and evaluation support, visit Allegro Robotics Building Blocks. Attendees at electronica 2026 can also see Allegro’s latest robotics power and sensing solutions at Hall C6, Booth 129. 

About Allegro MicroSystems 

Allegro MicroSystems, Inc. is leveraging more than three decades of expertise in magnetic sensing and power ICs to propel electrification, automation, AI data center, and robotics forward with solutions that enhance efficiency, performance and sustainability. Allegro’s commitment to quality drives transformation across industries, reinforcing our status as a pioneer in “automotive-grade” technology and a partner in our customers' success. For additional information, visit allegromicro.com. 

Forward-Looking Statements 

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this press release, including statements regarding the anticipated performance, customer benefits, cost savings, and customer collaboration potential of Allegro’s products and the timing of such collaborations, are forward-looking statements. These statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. 

In some cases, you can identify forward-looking statements by terms such as “will,” “expect,” “anticipate,” “plan,” “project,” “believe,” “estimate,” “potential,” or other similar expressions. No forward-looking statement is a guarantee of future performance, and you should avoid placing undue reliance on these statements. 

Forward-looking statements are based on management’s current expectations and assumptions and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied in the forward-looking statements due to various factors, including, but not limited to: our ability to successfully develop and commercialize new products; customer adoption rates of emerging technologies; the timing and success of customer design wins; our ability to compete effectively; and other risk factors identified in our Annual Report on Form 10-K for the year ended March 27, 2026, as updated by our Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. All forward-looking statements speak only as of the date of this press release, and except as required by law, we assume no obligation to update them. 

Media Contact:
Andrew MacLellan
Corporate Communications
(617) 633-4909
[email protected]

Allegro Contact:
Ram Sathappan
Vice President of Global Marketing and Applications
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/552c4e45-4aa0-4d27-b0f4-495d933f6caf

Allegro MicroSystems Robotics Solutions
Allegro MicroSystems expands portfolio to address critical size, weight, and safety design challenge...

The upcoming report from SouthState (SSB - Free Report) is expected to reveal quarterly earnings of $2.39 per share, indicating a decline of 7.4% compared to the year-ago period. Analysts forecast revenues of $690.84 million, representing a decline of 1.1% year over year.

The consensus EPS estimate for the quarter has been revised 0.2% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

Bearing this in mind, let's now explore the average estimates of specific SouthState metrics that are commonly monitored and projected by Wall Street analysts.

The collective assessment of analysts points to an estimated 'Net Interest Margin (Non-Tax Equivalent)' of 3.8%. The estimate is in contrast to the year-ago figure of 4.1%.

Analysts forecast 'Efficiency Ratio' to reach 52.0%. The estimate is in contrast to the year-ago figure of 49.9%.

It is projected by analysts that the 'Average Balance - Total interest-earning assets' will reach $62.09 billion. Compared to the current estimate, the company reported $58.73 billion in the same quarter of the previous year.

The average prediction of analysts places 'Total nonperforming assets' at $272.34 million. The estimate compares to the year-ago value of $320.81 million.

Analysts predict that the 'Total nonperforming loans (non-acquired & acquired)' will reach $256.46 million. Compared to the current estimate, the company reported $301.69 million in the same quarter of the previous year.

According to the collective judgment of analysts, 'Net interest income, tax equivalent (Non-GAAP)' should come in at $590.78 million. Compared to the current estimate, the company reported $600.42 million in the same quarter of the previous year.

The consensus estimate for 'Total Noninterest Income' stands at $100.70 million. The estimate compares to the year-ago value of $99.09 million.

The combined assessment of analysts suggests that 'Total correspondent banking and capital market income' will likely reach $22.02 million. Compared to the present estimate, the company reported $21.20 million in the same quarter last year.

The consensus among analysts is that 'Trust and investment services income' will reach $15.14 million. Compared to the present estimate, the company reported $14.16 million in the same quarter last year.

Based on the collective assessment of analysts, 'Fees on deposit accounts' should arrive at $42.86 million. Compared to the present estimate, the company reported $42.57 million in the same quarter last year.

Analysts expect 'Net Interest Income' to come in at $590.09 million. The estimate is in contrast to the year-ago figure of $599.70 million.

Analysts' assessment points toward 'Mortgage banking income' reaching $5.80 million. The estimate is in contrast to the year-ago figure of $5.46 million.

View all Key Company Metrics for SouthState here>>>

Shares of SouthState have demonstrated returns of -1.9% over the past month compared to the Zacks S&P 500 composite's +0.7% change. With a Zacks Rank #3 (Hold), SSB is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

, /PRNewswire/ -- Credera, the transformation consulting firm of Omnicom (NYSE: OMC), today announced a five-year strategic collaboration agreement (SCA) with Amazon Web Services, Inc. (AWS) to help clients accelerate marketing transformation, modernize infrastructure, and deploy AI into production while combining Credera's technical delivery depth and Omnicom's enterprise client relationships, proprietary identity data, connected media expertise, all powered by AWS. The resulting solutions can be fully integrated with Omni, Omnicom's next-generation AI-powered marketing and sales intelligence platform.

Credera will target six priority verticals — Consumer Packaged Goods, Energy, Healthcare and Life Sciences, Automotive, Public Sector, and Media and Entertainment — across North America, Europe, and Asia-Pacific.

"Building on AWS allows us to bring together cloud capabilities and deep marketing expertise at a scale that creates measurable outcomes for clients," said Justin Bell, Global Chief Executive Officer, Credera. "Enterprise brands need their data, identity, and AI infrastructure working together in real time. Using AWS, Credera is delivering that as a single, integrated capability. What makes this collaboration distinct is that Credera enables Omnicom to connect marketing transformation with adjacent enterprise domains like supply chain optimization and connected vehicle intelligence, creating cloud workloads that extend well beyond traditional agency scope."

A Dedicated AWS Business Unit
As part of the collaboration, Credera has established a dedicated AWS Business Unit, investing in specialized teams across business development, solution architecture, alliance operations, and delivery over the SCA term. Credera is investing in building scalable capabilities, including:

AWS Marketplace solutions already available, such as the Marketing Data & Analytics Foundation, a structured consulting engagement in which Credera assesses, designs, engineers, and operationalizes scalable marketing data architecture aligned to AWS best practices, providing the governed data layer that enables AI and personalization at enterprise scale. A roadmap of future solutions targeting intelligent contact centers (Amazon Connect), AI-powered migration, agentic marketing automation (Amazon Bedrock, Amazon Bedrock AgentCore), and privacy-compliant advertising activation (AWS Clean Rooms, Amazon Marketing Cloud) with a target of 12–15 Marketplace listings over the collaboration term. Talent growth and development, with Credera investing in additional training and AWS certifications for its 3,000-person workforce, targeting additional certifications across foundational, associate, professional, and specialty levels. Delivering New Outcomes Through AI and Cloud
The collaboration enables Credera to focus on helping clients solve three interconnected challenges: unifying fragmented customer data into actionable identity profiles, deploying AI from pilot into production, and modernizing the infrastructure that powers marketing operations. Through this agreement, Credera delivers integrated solutions across three areas:

MarTech Intelligence connects disconnected marketing ecosystems through governed data foundations, agentic marketing automation, and identity resolution powered by AWS Entity Resolution and Omni, including Acxiom's Real ID, Omnicom's 2.6 billion verified global identity graph. AdTech Intelligence unlocks first-party data for privacy-compliant advertising activation across Amazon Marketing Cloud and AWS Clean Rooms, with autonomous bid optimization built on Amazon Bedrock and Amazon Bedrock AgentCore. Enterprise Modernization uses marketing transformation as an entry point for full cloud adoption, including AI development lifecycle, AI-powered migration, and data platform modernization. Unlike traditional agency models, this collaboration enables Credera to extend Omnicom's client relationships into adjacent enterprise functions while connecting marketing data platforms with supply chain optimization, linking connected vehicle telemetry to personalization engines, and bridging retail media measurement with inventory management systems. This cross-functional reach converts marketing-led engagements into full enterprise cloud adoption, generating workloads across business domains that no agency-only partnership can access.

Credera's expertise in behavioral science and organizational psychology creates a repeatable, evidence-based path for cloud and AI transformation. By assessing organizational readiness and building the adoption capabilities that sustain lasting change, Credera helps clients move confidently from pilot to production, compressing timelines while embedding the human and organizational foundations required for measurable business outcomes.

"By bringing together, Omnicom's deep marketing expertise and client relationships with AWS, Omni, and Credera's technology transformation experience, we can help brands modernize how they engage customers and deliver more connected, AI-powered experiences," said Jantzen Bridges, Credera's Global President. "Credera brings the strategy, engineering, and delivery expertise to turn these capabilities into practical solutions that drive measurable business outcomes across marketing and technology."

Built on Proven Results
The collaboration builds on enterprise-scale results already delivered by Credera on AWS, including a global pharmaceutical company achieving a 30% increase in consumer marketing ROI, a major consumer goods brand delivering 92% higher purchase rates through AWS Clean Rooms, and an airline compressing a 3.5 year cloud migration into less than 18 months.

Customers can access the Marketing Data & Analytics Foundation in AWS Marketplace. To learn more about Credera, visit credera.com/partnerships/aws.

About Credera
Credera (credera.com) is the transformation consulting firm of Omnicom, empowering the world's leading brands to navigate the complexities of data, technology, and marketing. As the global consultancy embedded within Omnicom's creative and media scale, Credera bridges marketing ambition and technical execution to accelerate growth. With more than 3,000 consultants across six countries, Credera holds Premier AWS Consulting Partner status with certifications across eight AWS competencies including Advertising and Marketing Technology, Generative AI, Migration and Modernization, and Data and Analytics.

About Omnicom
Omnicom (NYSE: OMC) is the world's leading marketing and sales company. Powered by Omni, its proprietary data and identity platform, Omnicom's Connected Capabilities unite the company's agency brands, talent, and domain expertise across media, commerce, consulting, precision marketing, advertising, production, health, public relations, branding, and experiential to address clients' most critical growth priorities. For more information, visit www.omc.com.

SOURCE Omnicom Group Inc.

Vistra Corp. (VST - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this company have returned +6.3%, compared to the Zacks S&P 500 composite's +0.7% change. During this period, the Zacks Utility - Electric Power industry, which Vistra falls in, has gained 1%. The key question now is: What could be the stock's future direction?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Vistra is expected to post earnings of $2.89 per share for the current quarter, representing a year-over-year change of +65.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

For the current fiscal year, the consensus earnings estimate of $9.04 points to a change of +71.9% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $10.54 indicates a change of +16.6% from what Vistra is expected to report a year ago. Over the past month, the estimate has remained unchanged.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Vistra.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Vistra, the consensus sales estimate for the current quarter of $7.76 billion indicates a year-over-year change of +56.2%. For the current and next fiscal years, $22.59 billion and $25.77 billion estimates indicate +27.4% and +14.1% changes, respectively.

Last Reported Results and Surprise HistoryVistra reported revenues of $4.02 billion in the last reported quarter, representing a year-over-year change of -5.5%. EPS of $1.8 for the same period compares with $1.01 a year ago.

Compared to the Zacks Consensus Estimate of $6.29 billion, the reported revenues represent a surprise of -36.17%. The EPS surprise was +16.88%.

Over the last four quarters, Vistra surpassed consensus EPS estimates three times. The company topped consensus revenue estimates just once over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Vistra is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Vistra. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.

Archrock (NYSE:AROC – Get Free Report) is projected to release its Q3 2026 results after the market closes on Tuesday, October 27th. Analysts expect the company to post earnings of $0.4511 per share and revenue of $385.95 million for the quarter. Parties are encouraged to explore the company’s upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Wednesday, October 28, 2026 at 8:30 AM ET.

Archrock (NYSE:AROC – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The energy company reported $0.38 EPS for the quarter, missing the consensus estimate of $0.45 by ($0.07). The firm had revenue of $371.24 million for the quarter, compared to analysts’ expectations of $393.19 million. Archrock had a return on equity of 22.22% and a net margin of 21.84%. The company’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.39 earnings per share. On average, analysts expect Archrock to post $1.72 EPS for the current fiscal year and $2.12 EPS for the next fiscal year.

Archrock Trading Down 0.7% Shares of NYSE AROC opened at $29.36 on Tuesday. The company has a quick ratio of 0.94, a current ratio of 1.39 and a debt-to-equity ratio of 1.51. The business has a fifty day simple moving average of $31.41 and a two-hundred day simple moving average of $34.81. The firm has a market cap of $5.15 billion, a PE ratio of 15.78, a price-to-earnings-growth ratio of 1.43 and a beta of 0.92. Archrock has a twelve month low of $22.88 and a twelve month high of $42.23.

Archrock Increases Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, August 11th. Stockholders of record on Tuesday, August 4th were given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, August 4th. This is a positive change from Archrock’s previous quarterly dividend of $0.22. Archrock’s dividend payout ratio is currently 49.46%. Analyst Ratings Changes Several equities analysts have recently commented on the company. Weiss Ratings lowered Archrock from a “buy (a-)” rating to a “buy (b)” rating in a research note on Tuesday, August 11th. Evercore set a $40.00 price objective on Archrock in a report on Monday, August 17th. Zacks Research downgraded Archrock from a “hold” rating to a “strong sell” rating in a report on Monday, August 31st. Wells Fargo & Company lowered their price objective on shares of Archrock from $43.00 to $40.00 and set an “overweight” rating for the company in a research note on Thursday, August 6th. Finally, JPMorgan Chase & Co. dropped their target price on shares of Archrock from $42.00 to $41.00 and set an “overweight” rating on the stock in a report on Thursday, October 8th. Ten research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Archrock has an average rating of “Moderate Buy” and an average target price of $42.12.

Check Out Our Latest Stock Report on Archrock

About Archrock (Get Free Report)

Archrock, Inc (NYSE: AROC) is a Houston-based energy infrastructure company that provides natural gas compression services in the United States. Compression is used to increase the pressure of natural gas so it can move efficiently through gathering systems, processing facilities, transmission pipelines and other midstream infrastructure.

The company operates a fleet of natural gas compressors and primarily serves customers through contract compression arrangements. Its services support a range of applications, including natural gas gathering, processing, transmission, storage and production.

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Wall Street analysts forecast that Columbia Banking (COLB - Free Report) will report quarterly earnings of $0.77 per share in its upcoming release, pointing to a year-over-year decline of 9.4%. It is anticipated that revenues will amount to $687.95 million, exhibiting an increase of 18.2% compared to the year-ago quarter.

Over the last 30 days, there has been an upward revision of 0.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

Given this perspective, it's time to examine the average forecasts of specific Columbia Banking metrics that are routinely monitored and predicted by Wall Street analysts.

The consensus among analysts is that 'Efficiency Ratio' will reach 52.4%. The estimate compares to the year-ago value of 67.3%.

Based on the collective assessment of analysts, 'Net Interest Margin' should arrive at 4.0%. Compared to the present estimate, the company reported 3.8% in the same quarter last year.

Analysts forecast 'Average Balance - Total interest-earning assets' to reach $59.80 billion. Compared to the present estimate, the company reported $52.51 billion in the same quarter last year.

The combined assessment of analysts suggests that 'Total non-performing assets' will likely reach $269.67 million. Compared to the current estimate, the company reported $199.00 million in the same quarter of the previous year.

The average prediction of analysts places 'Total non-performing loans and leases' at $263.86 million. The estimate compares to the year-ago value of $196.00 million.

It is projected by analysts that the 'Total risk-based capital ratio' will reach 13.7%. The estimate compares to the year-ago value of 13.4%.

Analysts' assessment points toward 'Common equity tier 1 risk-based capital ratio' reaching 11.9%. Compared to the present estimate, the company reported 11.6% in the same quarter last year.

The consensus estimate for 'Net Interest Income' stands at $601.40 million. The estimate is in contrast to the year-ago figure of $505.00 million.

According to the collective judgment of analysts, 'Total noninterest income' should come in at $86.12 million. The estimate compares to the year-ago value of $77.00 million.

Analysts expect 'Net interest income (FTE)' to come in at $602.85 million. The estimate is in contrast to the year-ago figure of $507.00 million.

The collective assessment of analysts points to an estimated 'Service charges on deposits' of $22.80 million. The estimate is in contrast to the year-ago figure of $21.00 million.

Analysts predict that the 'Card-based fees' will reach $16.48 million. Compared to the current estimate, the company reported $15.00 million in the same quarter of the previous year.

View all Key Company Metrics for Columbia Banking here>>>

Over the past month, Columbia Banking shares have recorded returns of -5.3% versus the Zacks S&P 500 composite's +0.7% change. Based on its Zacks Rank #3 (Hold), COLB will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Wall Street analysts forecast that Valero Energy (VLO - Free Report) will report quarterly earnings of $21.28 per share in its upcoming release, pointing to a year-over-year increase of 481.4%. It is anticipated that revenues will amount to $37.39 billion, exhibiting an increase of 16.2% compared to the year-ago quarter.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 11.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

That said, let's delve into the average estimates of some Valero Energy metrics that Wall Street analysts commonly model and monitor.

The combined assessment of analysts suggests that 'Total operating revenues- Renewable diesel' will likely reach $1.82 billion. The estimate indicates a year-over-year change of +51.1%.

Analysts predict that the 'Total operating revenues- Ethanol' will reach $1.15 billion. The estimate indicates a change of -11.1% from the prior-year quarter.

Based on the collective assessment of analysts, 'Total operating revenues- Refining' should arrive at $37.84 billion. The estimate suggests a change of +24.4% year over year.

Analysts expect 'U.S. Mid-Continent region - Refining margin per barrel of throughput' to come in at $35.92 . Compared to the current estimate, the company reported $11.31 in the same quarter of the previous year.

The consensus estimate for 'U.S. West Coast region - Refining margin per barrel of throughput' stands at $39.29 . The estimate is in contrast to the year-ago figure of $15.22 .

The collective assessment of analysts points to an estimated 'U.S. Gulf Coast region - Refining margin per barrel of throughput' of $36.64 . The estimate is in contrast to the year-ago figure of $12.21 .

It is projected by analysts that the 'Refining - Throughput volumes per day' will reach 2,871.09 thousands of barrels of oil. The estimate compares to the year-ago value of 3,087.00 thousands of barrels of oil.

Analysts forecast 'U.S. Gulf Coast region - Throughput volumes per day' to reach 1,813.61 thousands of barrels of oil. The estimate is in contrast to the year-ago figure of 1,846.00 thousands of barrels of oil.

Analysts' assessment points toward 'U.S. Mid-Continent region - Throughput volumes per day' reaching 476.40 thousands of barrels of oil. The estimate compares to the year-ago value of 466.00 thousands of barrels of oil.

The average prediction of analysts places 'Refining - Refining margin per barrel of throughput' at $37.03 . Compared to the present estimate, the company reported $13.14 in the same quarter last year.

According to the collective judgment of analysts, 'North Atlantic region - Throughput volumes per day' should come in at 464.78 thousands of barrels of oil. The estimate compares to the year-ago value of 516.00 thousands of barrels of oil.

The consensus among analysts is that 'North Atlantic region - Refining margin per barrel of throughput' will reach $39.14 . The estimate compares to the year-ago value of $17.10 .

View all Key Company Metrics for Valero Energy here>>>

Shares of Valero Energy have experienced a change of +10.2% in the past month compared to the +0.7% move of the Zacks S&P 500 composite. With a Zacks Rank #1 (Strong Buy), VLO is expected to outperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Lululemon (LULU - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Shares of this athletic apparel maker have returned -3.5% over the past month versus the Zacks S&P 500 composite's +0.7% change. The Zacks Textile - Apparel industry, to which Lululemon belongs, has gained 6.8% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Lululemon is expected to post earnings of $0.97 per share for the current quarter, representing a year-over-year change of -62.6%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.

The consensus earnings estimate of $9.55 for the current fiscal year indicates a year-over-year change of -28%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $8.62 indicates a change of -9.7% from what Lululemon is expected to report a year ago. Over the past month, the estimate has remained unchanged.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Lululemon.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Lululemon, the consensus sales estimate for the current quarter of $2.31 billion indicates a year-over-year change of -10%. For the current and next fiscal years, $10.5 billion and $10.58 billion estimates indicate -5.5% and +0.8% changes, respectively.

Last Reported Results and Surprise HistoryLululemon reported revenues of $2.42 billion in the last reported quarter, representing a year-over-year change of -4.3%. EPS of $2.06 for the same period compares with $3.1 a year ago.

Compared to the Zacks Consensus Estimate of $2.47 billion, the reported revenues represent a surprise of -2.07%. The EPS surprise was +15.08%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Lululemon is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Lululemon. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

First-to-market Eataly, Seafood City and Din Tai Fung locations highlight growing roster of experience-forward dining and food-related concepts  | Source: Macerich Company

A Media Snippet accompanying this announcement is available by clicking on this link.

SANTA MONICA, Calif., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Macerich (NYSE: MAC) is accelerating restaurant leasing across its Class A shopping center portfolio, bringing a growing roster of destination dining, international food brands and experience-forward concepts to top U.S. markets as the retail REIT leader continues to elevate and transform its top-quality properties.

New and upcoming openings include first-to-market locations for Eataly, Seafood City, Din Tai Fung, Telefèric Barcelona and other sought-after brands at Macerich properties nationwide, from Tysons Corner Center in metro Washington, D.C., to Scottsdale Fashion Square in Arizona.

As a leading owner, operator and developer of major retail properties in top markets, Macerich views dining as an increasingly important part of the tenant mix, creating more reasons to visit, stay longer and return more often while strengthening traffic and productivity for retailers throughout the property. The Macerich strategy reflects broader shifts in how consumers use shopping centers. In August 2026, indoor mall traffic rose 5.0% year over year while average visit duration also increased, with Placer.ai pointing to the growing role of dining, attractions, events and placemaking. Dining is particularly important to younger shoppers: CBRE reports that 33% of Gen Z consumers want to eat as part of a shopping outing.

“The strongest restaurant brands are looking for top-drawing locations where they can become part of the destination, not simply occupy a space,” said Guy Mercurio, Vice President of National Restaurant Leasing at Macerich. “Our portfolio gives restaurants access to high-quality markets at properties where dining, retail and entertainment work together to drive traffic and increase dwell time. That is helping us attract both established global names and distinctive emerging concepts.”

Scottsdale Fashion Square: A Magnet for First-to-Market Dining
Arizona’s luxury powerhouse Scottsdale Fashion Square continues to evolve as a dining destination, where Nobu and Ocean 44 have long drawn affluent guests. In just the past year, since September 2025, four exciting, high-profile restaurant concepts have opened at this jewel of a property:

CATCH – First Arizona location of this seafood, sushi and steak conceptDin Tai Fung – First Arizona location of the Michelin-recognized soup dumpling brandSociety Swan – Inaugural location of new Sam Fox/Fox Restaurant Concepts American brasserieTelefèric Barcelona – First U.S. location outside California for the tapas/paella concept Tysons Corner Center: Destination Dining Anchors Transformation
Tysons Corner Center in Northern Virginia is continuing to evolve to include additional mouthwatering food and dining experiences, including:

Maggiano’s Little Italy – Opened June 2026 in a new 17,000-square-foot locationEataly – First D.C.-region location with two levels of seated restaurants, quick-service counters and an Italian marketplace, opening fall 2027Din Tai Fung – Cult-favorite Taiwanese dumpling concept is committed to the property (opening timing to be announced)
Chandler Fashion Center: Creating a New Dining and Entertainment District
Macerich is bringing fresh energy, bold flavors and reimagined gathering spaces to Chandler, Arizona, with a redeveloped outdoor district centered around dining and entertainment. New and coming soon:

Seafood City – First Arizona location of the 66,000-square-foot Filipino supermarket/food hall opened July 2026Din Tai Fung – Second Arizona location coming in 2027La Popular Cocina Mexicana – First Arizona location bringing the flavors and energy of Mexico City in fall 2027Wagyu House – First Arizona location of the all-you-can-eat yakiniku and shabu-shabu concept coming in 2027 Restaurant Leasing Momentum Extends Across the Portfolio
Across Macerich’s portfolio, other notable additions include:

Fogo de Chão has announced new locations coming to three Macerich properties: Freehold Raceway in Freehold, New Jersey; Green Acres in Valley Stream, New York; and Crabtree in Raleigh, North Carolina.The Cheesecake Factory is set to open at Green Acres in 2026.At HiFi at FlatIron Crossing in Broomfield, Colorado, Memoir – An American Grill, Blue Sushi Sake Grill and Shake Shack will join this all-new, all-outdoor, 25-acre live-stay-eat-play destination attached to the enclosed mall, along with the 40,000-square-foot Pindustry eatertainment concept and numerous other eateries. The mixed-use destination is set to open in phases beginning in 2027.
About Macerich
Macerich is a fully integrated, self-managed, self-administered real estate investment trust (REIT). As a leading owner, operator and developer of high-quality retail real estate in densely populated and attractive U.S. markets, Macerich’s portfolio is concentrated in California, the Pacific Northwest, Phoenix/Scottsdale and the Metro New York to Washington, D.C., corridor. Developing and managing properties that serve as community cornerstones, Macerich currently owns 39 million square feet of real estate, consisting primarily of interests in 37 retail centers. Macerich is firmly dedicated to advancing environmental goals, social good and sound corporate governance. For more information, please visit www.Macerich.com.

MACERICH MEDIA CONTACT: Arun Khosla, VP Corporate Communications, [email protected]

Key Takeaways Freshworks plans to buy Torii to extend Freshservice into software asset management and AI spend governance.Torii tracks software usage and AI consumption, helping enterprises forecast spending and control costs.FRSH targets EX ARR above $600M by 2026-end, amid competition from established service management players. Freshworks Inc. (FRSH - Free Report) is expanding Freshservice into SaaS management and AI spend governance through its planned acquisition of Torii. The deal could support growth by broadening Freshworks’ addressable market, creating opportunities to cross-sell Torii’s capabilities to existing customers and strengthening Freshservice’s appeal to enterprises seeking tighter control over software and AI costs. As AI adoption accelerates, the combined platform could drive greater customer adoption and deepen account relationships. However, the revenue contribution will depend on successful integration, customer uptake and Freshworks’ ability to monetize the expanded offering.

Freshservice helps organizations manage IT services, automate workflows and improve employee support. The addition of Torii is expected to extend these capabilities to software asset management and AI spend governance, giving businesses a more comprehensive view of their technology environments. Torii is designed to identify applications, track software usage, manage licenses and help organizations control spending across their software ecosystem. Its AI governance capabilities also track consumption down to the token level, attribute usage to individual employees and teams, and forecast future spending.

By integrating Torii with Freshservice, FRSH aims to connect IT operations with software and AI cost management. The combined platform could help organizations streamline workflows, reduce manual reconciliation between IT and finance teams, and provide employees with faster access to the tools they need. The acquisition is expected to close in fourth-quarter fiscal 2026, subject to customary closing conditions.

EX expansion, enterprise adoption, AI monetization and disciplined profitability provide Freshworks with multiple avenues to compound revenue and cash flow. Management estimates the addressable EX market at roughly $45 billion, growing 13% annually, with businesses of up to 20,000 employees representing about 60% of that opportunity. EX ARR reached $567 million in the second quarter of 2026, up 24% year over year on a constant-currency basis and about five times the level at the start of 2021. It expects EX ARR growth to remain in the mid-twenties and to exceed $600 million by the end of 2026. The breadth of the platform gives FRSH multiple ways to expand within existing customers as service management extends beyond the IT department.

FRSH Must Prove Its Edge in a Crowded MarketFreshworks operates in service management and customer support markets that management describes as competitive and rapidly changing. The company is pushing further into mid-market and enterprise accounts, where customers often require broader functionality, integrations and governance. Freshworks is investing in EX sales capacity, AI R&D and a wider platform spanning ITSM, ITAM, ITOM and ESM to support this move. That expansion also raises the execution bar because growth depends on winning larger accounts while continuing to improve product depth. Management expects EX ARR to grow in the mid-twenties and exceed $600 million exiting 2026, making sustained win rates and larger deal sizes important to the growth plan. If product development, deployments or customer acquisition lag expectations, the company has identified those areas as factors that could cause results to differ from its outlook.

It faces competition from established players such as Salesforce, Inc. (CRM - Free Report) , Atlassian Corporation (TEAM - Free Report) and ServiceNow Inc. (NOW - Free Report) across IT service management and customer support.

How are FRSH’s Peers Expanding Their Software Platforms?Acquisitions remain a lever to fill product gaps and deepen the data, content and automation layers around Salesforce’s platform. Informatica contributed $456 million to second-quarter fiscal 2027 revenues, including $440 million of subscription and support revenues, while Informatica Cloud ARR remained part of the Data 360 base. Salesforce has also completed the acquisitions of Contentful and Fin in September 2026. It expects Contentful and Fin acquisitions to contribute about $200 million to fiscal 2027 revenue. Over time, these assets can broaden content management, autonomous service and trusted data capabilities across the Agentforce platform.

Fiscal 2027 revenue guidance is now $46.1 billion to $46.4 billion, including acquisition contributions, while non-GAAP operating margin guidance remains at 34.3%. However, Salesforce’s acquisition strategy keeps goodwill elevated and adds execution demands. Goodwill was $59.3 billion as of July 31, 2026, more than half of total assets. Pending purchases of Contentful and Fin add about $5.1 billion of cash consideration. Integration delays or weaker performance from acquired products could slow margin improvement.

Atlassian has made strategic acquisitions to expedite growth. Over the past five years, it has acquired 10 businesses, including DX, The Browser Company, Rewatch, AirTrack and Loom. Atlassian bought The Browser Company in October 2025 to develop an AI-powered browser optimized for SaaS applications. The goal is to move beyond traditional browsers, which were not built for the modern work environment and create a browser that acts as an intelligent assistant, integrating with tools like Jira to help manage workflows, tasks and work-related information.  The acquisition of Rewatch in 2024, a video intelligence platform, integrates AI-driven search and transcription, streamlining knowledge-sharing within Jira, Confluence and Trello.

The buyout of AirTrack in 2023 has enhanced its Jira Service Management offering with advanced asset and configuration management capabilities. Acquired in 2023, Loom has reduced the need for approximately more than 200 million meetings for customers, thereby increasing productivity across enterprises. More than 38 million AI-powered Loom videos were created in 2024, improving asynchronous communication and workflow efficiency. These acquisitions expand Atlassian’s total addressable market while differentiating its platform from competitors. However, continued acquisition activity adds complexity while reducing balance-sheet flexibility.

ServiceNow’s acquisitions of Moveworks, Armis and Veza broaden its reach across employee workflows, cybersecurity and identity governance. In September 2026, management said Armis and Veza were helping pull demand into core security and risk products, ITOM and the broader IT portfolio, while Armis was closing deals faster under ServiceNow. The security and risk portfolio had already crossed $1 billion in CACV in the third quarter of 2025, and management described ServiceNow as a top-10 security vendor. Combining asset intelligence, identity governance and AI Control Tower enables customers to identify, assess and remediate security issues on one platform. Management said acquired products can be integrated within months, supporting cross-selling as AI governance and security needs expand. 

Moveworks, Armis and Veza broaden ServiceNow’s platform, and management said Armis and Veza exceeded their initial plans. However, these acquisitions increased debt and integration obligations. ServiceNow still expects an 81% subscription gross margin for 2026, reflecting greater hyperscaler usage and faster AI adoption.

New Tenable OPEN for AI program enables customers to use preferred AI models, agents and tools to improve visibility, insight and action  | Source: Tenable Holdings, Inc.

COLUMBIA, Md., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the expansion of its open technology and partner ecosystem to accelerate integrated security workflows across the entire tech stack. Tenable OPEN for AI delivers validated, ready-to-use AI workflows, enabling organizations to use Tenable’s deep exposure intelligence with their preferred AI models, agents and tools. Tenable OPEN for AI launch partners include BeyondTrust, Cohesity, Command Zero, Corelight, Infoblox, Recorded Future, Securonix, SentinelOne, Setyl, Snyk, Sparkle In and Splunk.

As part of the Tenable Open Partner Exchange Network (OPEN), the company’s technology partner program, Tenable OPEN for AI connects the security stack and helps security teams use AI to investigate risk, prioritize exposures and take action faster.

“Tenable is the only exposure management provider offering a truly unrestricted, vendor-agnostic ecosystem of validated AI use cases, based on customer demand,” said Eric Doerr, chief product officer, Tenable. “By supporting both standardized MCP connectors and direct APIs, Tenable OPEN for AI provides security teams complete freedom to integrate their AI tools of choice and build custom, agentic workflows without artificial restrictions or forcing reliance on a single proprietary platform.”

By connecting the Tenable Hexa AI MCP Server with partner MCP servers via the AI tools customers already use, customers can interact with datasets across vendors simultaneously, unlocking cross-platform visibility and action, without custom software development. Each use case is available in two forms: as a documented workflow that security teams can replicate with the AI tool of their choice through the Tenable Hexa AI MCP Server, or as a ready-to-use skill on the CyberAgents Exchange, the vendor-agnostic AI agent marketplace powered by Tenable.

Featured OPEN for AI use cases available today include:

Cross-Platform Security Triage (SentinelOne): Engineered for security teams to investigate alerts, vulnerable assets and misconfigurations in natural language, from a single AI chat window.Network Threat & Blast Radius Mapping (Corelight): Designed to combine Corelight network telemetry with live Tenable asset context to rapidly triage active network threats and prioritize investigations and remediation based on the potential blast radius of exposed assets.Code-to-Runtime Risk Correlation (Snyk): Joins Snyk developer-first application security findings with Tenable runtime exposure data to quickly confirm whether code-level vulnerabilities are deployed in production.Identity-Enriched Exposure Triage (BeyondTrust): Combines BeyondTrust privileged account, session, and entitlement data with Tenable findings to risk-rank assets based on complete identity context. OPEN for AI Partner Supporting Quotes

“The ability to unite disjointed data across both endpoints and enterprise risk exposure and take coordinated, automated action transforms security teams,” said Melissa K. Smith, SVP Global Strategic Partnerships & Initiatives at SentinelOne. “Our partnership with Tenable OPEN for AI enables customers to see SentinelOne’s endpoint analysis and Tenable exposure intelligence side by side. Together, we’re delivering a cross-platform triage engine that prioritizes risk based on context-rich, real-world insights without requiring complex custom integrations.”

“Every SOC analyst knows the question that follows an alert: is this asset actually vulnerable?” said Robert Rossetti, Partner Engineer at Splunk. “Tenable OPEN for AI answers it inside the investigation. Analysts can, for example, ask questions in plain language and get Splunk alerts back with Tenable vulnerability context attached, so they can confirm whether a critical asset is under active attack and respond faster.”

“As AI assistants take on more of the day-to-day work of security operations, they need ground-truth network context to produce answers teams can act on,” said Matt Landry, Senior Vice President of Product Management, Infoblox. “By combining Infoblox network identity data with Tenable exposure intelligence through an open protocol, security teams can understand both what a device is and how exposed it is. This on-demand, correlated view gives AI-driven workflows a network source of truth for prioritizing the right assets and moving from signal to action faster.”

"Every exposure finding raises the same follow-up question: is anyone taking advantage of it?" said Dov Yoran, co-founder and CEO of Command Zero. "With Tenable OPEN for AI, a priority exposure finding from Tenable feeds directly into a Command Zero investigation, where it provides critical context and helps analysts prioritize response. Every step is recorded and reviewable, and the approved verdict goes back to Tenable so exposure and investigation teams eliminate the need to pivot between platforms."

Tenable OPEN for AI use cases are available now at: tenable.com/partners/technology/ai

About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.

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