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Key Takeaways IBM launched Power Autonomous Operations to monitor, optimize and auto-resolve Power capacity issues.IBM added the Bob Premium Package for i to simplify code modernization and streamline IBM i development.IBM introduced the Power S1112 server and new support services for AI and enterprise computing. International Business Machines Corporation (IBM - Free Report) has unveiled three new products for its Power platform, including IBM Power Autonomous Operations, IBM Bob Premium Package for i and the IBM Power S1112 server. The new offerings are designed to simplify IT operations, modernize application development and support artificial intelligence (AI) workloads with greater efficiency, flexibility and reliability.

IBM Power Autonomous Operations is an AI infrastructure management solution that continuously monitors IBM Power environments, identifies issues and can automatically resolve capacity constraints. Its conversational interface helps IT teams manage and optimize systems using natural language commands, reducing manual effort and improving performance.

IBM has expanded its developer tools with the IBM Bob Premium Package for i. The software helps developers understand complex code, modernize IBM i applications and streamline development, making the platform more accessible to engineers without extensive Report Program Generator expertise.

The company also introduced the IBM Power S1112, a compact entry-level Power11 server designed for on-premises AI inference workloads, offering improved performance and energy efficiency. In addition to the server, it has launched Power Expert Care Premium Essentials, a support service that provides priority technical assistance, faster response times and intelligent support automation. The latest additions reflect IBM's continued investments in expanding its Power platform for enterprise computing.

How Are Competitors Advancing in Enterprise AI?IBM faces competition from Microsoft Corporation (MSFT - Free Report) and Amazon.com, Inc. (AMZN - Free Report) . Microsoft is expanding its enterprise AI offerings by adding new AI agents and capabilities to Microsoft 365 Copilot to automate everyday business tasks. The company has introduced the Microsoft 365 E7 Frontier Suite, which combines Copilot, AI agents, security and governance tools into a single package for enterprises. Microsoft is focusing on enterprise-wide AI adoption by adding governance, security and agent management capabilities to its AI offerings.

Amazon is expanding its enterprise AI business through Amazon Web Services (“AWS”) by enhancing Amazon Bedrock with new AI capabilities. The company is helping businesses build secure AI applications and AI agents using their own data. Amazon, through AWS, is giving enterprises access to a wider range of AI models and tools, making it easier to develop and deploy generative AI applications.

IBM’s Price Performance, Valuation & EstimatesIBM shares have lost 25.1% over the past year against the industry’s growth of 194.9%.

Image Source: Zacks Investment Research

From a valuation standpoint, IBM trades at a forward price-to-sales ratio of 2.71, below the industry average of 5.71.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have decreased 0.6% to $12.33 over the past 60 days, while the same for 2027 have increased 0.1% to $13.37.

Image Source: Zacks Investment Research

IBM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Beyond the AI Trade: 3 Defensive Stocks Built for StabilityUnitedHealth Group NYSE: UNH reported sharply higher second-quarter 2026 earnings and raised its full-year outlook, citing improved performance in Medicare Advantage and Optum Health, while cautioning that commercial medical cost trends remain elevated and are delaying margin recovery in that business.

The company said adjusted earnings per share were $6.38, up from $4.08 a year earlier. Total revenue was $112 billion, which Chief Financial Officer Wayne DeVeydt said was “largely consistent” with the prior year, while operating earnings rose 55% year over year to $8 billion.

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Healthcare Added 35,200 Jobs—3 Stocks Positioned to BenefitDeVeydt said the results reflected “product and portfolio actions taken over the past 12 months, along with more focused and consistent management disciplines.” The company updated its 2026 adjusted earnings guidance to a range of $19.50 to $20 per share.

UnitedHealthcare Medicare Results Improve, Commercial Costs Remain Pressured Chairman and Chief Executive Officer Stephen Hemsley said UnitedHealth’s second-quarter results and revised full-year outlook show “continuing progress toward delivering more consistent and dependable performance.” He said UnitedHealthcare improved its Medicare businesses through benefit planning and design, while remaining “respectful of persistently elevated medical costs.”

The Bank of Mom and Dad Is Booming—3 Stocks to WatchUnitedHealthcare CEO Tim Noel said the company’s overall second-quarter performance exceeded expectations, driven by better results in Medicare Advantage. He said Medicare medical cost trends remain well above historical levels but are running below the company’s expectations so far in 2026.

Noel attributed the better-than-expected Medicare trend to company initiatives including benefit design, care management models and network curation, as well as prior-year development, a more favorable respiratory season and weather patterns. He said UnitedHealth now expects 2026 Medicare medical cost trend to come in below its initial estimate of about 10%.

The company now expects full-year Medicare Advantage enrollment to decline by about 1.1 million members, with Medicare margins finishing 2026 above 3%.

Commercial benefits, however, remain under pressure. Noel said commercial medical cost trends are “modestly above” the 11% level the company had previously cited, and he said commercial margin recovery will take longer than originally expected.

In response to an analyst question, UnitedHealthcare Commercial CEO Dan Kueter said the commercial cost pressure reflects several factors, including the independent dispute resolution process under the No Surprises Act, provider coding intensity and specialty pharmacy costs. Kueter said the dispute process is contributing about 50 basis points of incremental trend in 2026 and now totals at least 100 basis points of total cost.

Kueter said the company still expects to return commercial group margins to historical performance of 7% or greater, but described the recovery as a “multi-year journey” that will extend beyond 2027.

Medicaid Margins Still Expected to Be Negative UnitedHealth said Medicaid performance in the quarter was broadly in line with expectations. In response to a question from Wolfe Research analyst Justin Lake, Mike, a company executive speaking on Medicaid, said first-half results benefited from affordability actions, including network curation, payment integrity efforts, fraud, waste and abuse initiatives, and operating cost discipline.

He said Medicaid trends remain elevated versus pre-pandemic levels, with continued pressure in specialty pharmacy, home and community-based services, behavioral healthcare services, and inpatient skilled nursing facility costs for complex populations.

The company continues to expect 2026 Medicaid margins within its previously communicated range of negative 1% to negative 1.7%. It also expects annualized 2026 rate impacts in the range of 6% to 7%, which it said still lags elevated medical trend.

Optum Businesses Track In Line or Ahead of Plan Optum CEO Patrick Conway said all three Optum segments performed in line with or ahead of plan through the first half of the year. He said Optum Health is refocusing on its integrated value-based care delivery model and has made significant changes to how the business operates locally and nationally.

Conway said enhanced support for patients during care transitions has resulted in an approximately 10% reduction in hospitalizations since implementation late last year in Optum Health’s Western and Southern regions. He also said home health pilots produced a more than 20% improvement in timely care delivery, along with reductions in acute care utilization and shorter skilled nursing facility stays.

In rural health, Conway said Optum Health now reaches nearly 90% of U.S. counties and conducts about 2.5 million rural patient home visits. He said the company plans to expand related programs across the Optum Health footprint by the end of 2026.

Optum Health is also expanding use of AI-based ambient listening technology. Conway said the tools are available to 70% of employed providers and are on track to exceed 90% by year-end. He said patient experience in care delivery sites is up about 5% year over year, and patient access has expanded by nearly 200,000 patient-facing hours.

Optum Rx continues to emphasize transparency and fee-based services. Conway said the pharmacy benefit business retains customers at rates in the high 90s. He also said Optum Rx expects to end 2026 with more than 95% of clients on 100% manufacturer rebate pass-through, toward a commitment to pass through all manufacturer rebates to customers by the end of 2027.

Optum Insight remains on what executives described as a multi-year path of reinvestment and innovation. Conway said AI-enabled products such as coding tools, payer-provider interfaces and clinical quality support are gaining traction. He cited Value Connect, an AI-driven platform integrated into provider workflows and electronic health records, saying early client results include a 17% reduction in pharmacy costs.

Guidance Raised, Share Repurchases Increased DeVeydt said UnitedHealth now expects UnitedHealthcare full-year operating earnings of at least $12 billion and Optum Health operating earnings of at least $2.2 billion. The company expects a full-year medical care ratio of 88.1%, plus or minus 25 basis points.

UnitedHealth reported a second-quarter medical care ratio of 86.7%, including $860 million of net favorable prior-period medical development, compared with 89.4% a year earlier. Days claims payable were 47 days, up about 2.5 days from a year ago.

The operating cost ratio was 12.7%, up from 12.3% a year earlier. DeVeydt said the increase reflected targeted investments in technology, artificial intelligence, care delivery enhancements, customer experience and communities through the United Health Foundation.

Operating cash flow was about $11 billion, or 1.9 times net income, which DeVeydt attributed to the timing of government payments and strong earnings. Through mid-July, UnitedHealth repurchased 11.4 million shares for $4 billion and now expects at least $5 billion of share repurchases in 2026, up from initial guidance of $2.5 billion. The company also returned $2.1 billion to shareholders through dividends during the quarter, after its board increased the annualized dividend to $9.28 per share.

Executives Emphasize AI, Prior Authorization Changes Executives repeatedly emphasized artificial intelligence as a tool to improve efficiency and customer experience. Hemsley said UnitedHealth is taking a “tech-forward view” and is using AI to improve service interactions, reduce administrative burden and support better decision-making.

Noel said UnitedHealthcare committed during the quarter to eliminating 30% of prior authorization volume and nearly two-thirds of prior authorization requirements for pediatric care by the end of the year. He also said the company aims to process 80% of prior authorizations in real time by the end of 2027.

Hemsley said the company remains focused on affordability, transparency, modernization, simplicity and convenience. He told analysts UnitedHealth remains committed to its long-term earnings growth framework of 13% to 16%, saying he “never didn’t believe” in that range despite challenges in recent years.

About UnitedHealth Group NYSE: UNHUnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company's benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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UnitedHealth Group (UNH +3.78%) continued its strong 2026 performance on Thursday by delivering an outstanding second-quarter earnings report, with lower medical costs allowing profitability to soar. UnitedHealth Group raised its full-year guidance, and shares were up more than 8% in morning trading.

UnitedHealth Group stock is now up 37% in 2026, but it still has a potential long runway. The nation's largest health insurer is still more than 25% off all-time highs set in 2024 and seems to be building momentum to return to those lofty levels.

Image source: The Motley Fool.

Revenue for the second quarter was solid, but unspectacular, coming in at $112 billion versus $111.6 billion a year ago. But earnings from operations were much higher, at $8 billion versus $5.2 billion in Q2 2025. And earnings per share were $6.04, up from $3.74 a year ago.

In addition, the company's medical care ratio -- the percentage of premium revenue paid in medical claims -- was 86.7%, compared to 89.4% a year ago. Management attributed the improvements to pricing discipline, member mix, and medical cost management initiatives.

"Our results and outlook reflect the continuing progress in our work to simplify how we operate, improve both affordability and the healthcare experience for patients and care providers, and apply modern technology to create real improvement for people," CEO Stephen Hemsley said.

UnitedHealth Group increased its full-year guidance to $25.45 billion in operating earnings, versus previous expectations of $24 billion. The company now expects adjusted earnings per share to be in a range of $19.50 to $20, versus previous guidance of $17.75 per share. It expects the full-year medical care ratio to be 88.1%, down from a previous expectation of 88.8%.

Improvements at Optum Optum, which is UnitedHealth Group's healthcare services and technology business, also showed improved performance for the quarter. Revenue dropped from $67.2 billion a year ago to $65.7 billion in the most recent quarter as Optum served 700,000 fewer patients. However, earnings from operations were $4 billion, up from $3.1 billion a year ago.

Management attributed the improvement to operational improvements and medical cost management. And Optum is also rolling out a series of AI-enhanced products that should improve the company's revenue in the future, including autonomous coding and digital prior authorization tools.

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"We are committed to making the health system work better for all stakeholders by simplifying processes, by being clearer, more consistent, and faster in the experience we offer, and by redesigning and modernizing that experience altogether," Hemsley said. "AI technology is helping us move faster."

Is UnitedHealth Group stock a buy? UnitedHealth Group is a much different company than it was a year ago -- you may recall that the insurer missed analysts' estimates in the first quarter of 2025, triggering a massive sell-off and forcing management to undertake a host of projects to improve margins, including redesigning benefits, repricing plans, and making operational changes.

That work isn't over, but UnitedHealth Group is well on its way. And now that the federal government has announced better-than-expected payment rates for Medicare Advantage plans in 2027, increasing payments by 2.48%, UnitedHealth Group will be better positioned to maintain its margins and keep its medical care ratio at a reasonable level.

On top of that, UnitedHealth Group stock pays a solid 2% dividend yield, which is better than the 1.6% average yield for healthcare stocks.

Can the stock return to its 2024 high and top $600? That's a long road to go, but UnitedHealth Group is in a much better position today than it was a year ago, and I think it's a strong buy moving on the strength of its earnings report and guidance increase.

UnitedHealth Group Inc (NYSE:UNH, XETRA:UNH) shares climbed about 5% in post-market trading after the healthcare company reported second quarter results that beat Wall Street expectations and raised its full-year adjusted earnings outlook.

For the quarter ended June 30, UnitedHealth reported adjusted earnings of $6.38 per share, ahead of analysts' expectations of about $4.91 per share.

Revenue rose to $112 billion from the prior year, exceeding the consensus estimate of roughly $110.8 billion. Net earnings were $6.04 per share, while earnings from operations totaled $8 billion.

"Our results and outlook reflect the continuing progress in our work to simplify how we operate, improve both affordability and the health care experience for patients and care providers and apply modern technology to create real improvement for people," UnitedHealth CEO Stephen Hemsley said in a statement.

UnitedHealth's medical cost ratio, a closely watched measure of healthcare spending, was 86.7% in the quarter, below analysts' expectations of 88.4%. The company attributed the result to product design changes, improved medical management, better-aligned pricing and favorable prior-period development.

The operating cost ratio increased to 12.7% from 12.3% a year earlier, reflecting investments in technology, operations, artificial intelligence, care delivery enhancements and consumer experience.

UnitedHealthcare served 48.5 million consumers during the quarter, generating $86 billion in revenue and $3.9 billion in earnings. Optum, the company's health services business, supported more than 120 million consumers, reporting $65.7 billion in revenue and $4 billion in earnings, with margin expansion of 160 basis points year over year.

UnitedHealth also reported operating cash flow of $11.1 billion during the quarter and ended June with a debt-to-capital ratio of 41.2%.

Further, the company raised its full-year 2026 adjusted earnings guidance to between $19.50 and $20 per share, up from its previous outlook, citing stronger year-to-date performance and an improved outlook for the remainder of the year.

11:50am: AI stocks out of favor Investors are still favoring stocks with little direct exposure to AI, according to Chris Beauchamp, Chief Market Analyst at online trading and investing platform IG.

“Right now, not being so dependent on chip stocks is a good thing. The rotation in markets has seen money desert chip and AI stocks, and flow to areas where these are either less prominent or non-existent,” Beauchamp wrote.

“(T)he Dow and Russell 2000 continue to show greater resilience than the techy Nasdaq & S&P 500. This is all healthy market action, but is little comfort to latecomers to the tech rally, who were assuming that the euphoria for the sector would continue.”

10:55am: Retail sales rise US retail sales rose 0.2% in June from the previous month, reflecting lower gasoline prices while underlying consumer spending remained resilient.

Online retailers and auto dealers led June retail sales gains with 1.9% increases, while a sharp 5.3% drop in gasoline station sales—along with declines in clothing, grocery, and health and personal care stores—weighed on the overall results.

Bill Adams, chief US economist at Fifth Third Commercial Bank, said the softer headline growth was "actually good news," as it reflected falling gas prices rather than weakening demand.

Excluding gas stations, retail sales increased a robust 0.7% in June, while core retail sales (which exclude food services, gas stations and autos) rose 0.4%. Control group sales, which feed directly into GDP calculations, advanced 0.5%.

Adams also noted that upward revisions to April and May retail sales suggest stronger consumer spending than previously estimated, supporting expectations for an upgrade to second-quarter US GDP growth estimates.

10am: Uneven start There was another uneven start for Wall Street on Thursday with stocks searching for direction. 

The Dow Jones started 0.2% higher, before slipping to flat, while the Nasdaq dropped over 1% initially before cutting this to an 0.8% deficit. The S&P 500 has slipped 0.3%.

Healthcare stocks led the gains after upbeat earnings, with Abbott jumping 11.8% to top the S&P leaderboard and insurer UnitedHealth rising 8.8%, making it the Dow's best performer.

Technology stocks remain under pressure, with SanDisk again the biggest faller on the Nasdaq 100, down 9.4%, followed by memory peers Seagate and Western Digital, both down around 7%, then AI chipmakers including Arm, Marvell, Micron, Qualcomm, Intel, Broadcom and Nvidia also traded lower.

8.05am: Wall Street futures mixed, Lilly dips toe in psychedelics with Atai deal Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings.

Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with futures off 0.8% as semiconductor stocks see pressure.

Oil prices were little changed, with West Texas Intermediate trading just below $80 a barrel, despite further escalation in the Middle East.

Iran's military said it had launched missiles and drones at US military positions in Kuwait, Bahrain and Jordan in retaliation for an earlier US strike, while Reuters reported Tehran had instructed Yemen's Houthi movement to prepare to close the Bab el-Mandeb Strait if Washington attacks Iran's power infrastructure, raising the prospect of disruption to a second key global shipping route.

The three major US indexes all finished higher on Wednesday after softer-than-expected producer price inflation reinforced expectations that the Federal Reserve will leave interest rates unchanged later this month.

The Dow rose 150 points, or 0.3%, to 53,141.48, the S&P climbed 0.4% to 7,614.75, and the Nasdaq Composite added 0.6% to close at 25,654.64.

Weakness in Asian semiconductor names seemed to spill into US futures, as markets were unimpressed with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) beating expectations with a 77% jump in quarterly profit and upbeat guidance, citing "extremely robust" demand for AI chips. TSMC shares fell about 5% in US premarket trading though.

That follows a similar negative reaction to strong results from Dutch chip equipment maker ASML, highlighting investors' increasingly demanding expectations for AI-linked companies.

Before attention turns to Netflix Inc (NASDAQ:NFLX, XETRA:NFC) after the closing bell, there are a swathe of life science updates ahead of the open.

UnitedHealth Group Inc (NYSE:UNH, XETRA:UNH) rose 6% in premarket trading after the health insurer beat second-quarter earnings expectations and raised its full-year guidance, helped by stronger operational performance despite membership headwinds.

Abbott Laboratories (NYSE:ABT) gained 3.3% as investors welcomed better-than-expected quarterly results and an upbeat outlook.

Merck & Co Inc (NYSE:MRK, XETRA:6MK) added over 1% after the FDA approved its first-in-class cholesterol pill Liprendra, while second-quarter sales edged ahead of forecasts and the drugmaker reiterated its growth outlook.

AtaiBeckley Inc. (NASDAQ:ATAI, XETRA:9VC) surged almost 34% after agreeing to a $2.8 billion takeover by Eli Lilly, with the deal including additional milestone payments that could take the total value to $3.8 billion.

Prologis Inc (NYSE:PLD) was little moved after the logistics property group beat forecasts on both funds from operations and revenue in the second quarter, signalling resilient demand for warehouse space.

From the financials, State Street Corp (NYSE:STT) climbed after the custodian bank topped expectations for earnings, revenue, net interest income and assets under management in the second quarter.

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Electronic Arts Inc. (NASDAQ: EA) today unveiled EA SPORTS™ NHL 27, launching September 11, 2026 on PlayStation®5 and Xbox Series X|S. EA SPORTS™ NHL® 27 brings all 32 NHL arenas to life with authentic atmospheres: presentation that reflects each team's identity, a new commentary team, a new dynamic crowd system, and a new modernized broadcast package. Alongside new social and competitive mode Connected Franchise, this year marks one of the most significan.

The U.S. energy major is considering investing in oil fields and a pipeline to boost Iraq's oil exports.

Investors in Macy's, Inc. (M - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Sept. 18, 2026 $3 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for Macy's shares, but what is the fundamental picture for the company? Currently, Macy's is a Zacks Rank #3 (Hold) in the Retail - Regional Department Stores industry that ranks in the Top 43% of our Zacks Industry Rank. Over the last 60 days, no analyst has increased the earnings estimates for the current quarter, while three have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 38 cents per share to 35 cents in that period.

Given the way analysts feel about Macy's right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

Wall Street analysts forecast that Genuine Parts (GPC - Free Report) will report quarterly earnings of $2.10 per share in its upcoming release, pointing to no change from the year-ago quarter. It is anticipated that revenues will amount to $6.39 billion, exhibiting an increase of 3.6% compared to the year-ago quarter.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

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.

In light of this perspective, let's dive into the average estimates of certain Genuine Parts metrics that are commonly tracked and forecasted by Wall Street analysts.

The collective assessment of analysts points to an estimated 'Net Sales- Automotive' of $4.03 billion. The estimate points to a change of +2.9% from the year-ago quarter.

The combined assessment of analysts suggests that 'Net Sales- Industrial' will likely reach $2.35 billion. The estimate indicates a change of +4.4% from the prior-year quarter.

The average prediction of analysts places 'Net Sales- Automotive- North America' at $2.51 billion. The estimate suggests a change of +2.7% year over year.

Analysts' assessment points toward 'Segment EBITDA- Automotive' reaching $339.12 million. Compared to the current estimate, the company reported $337.99 million in the same quarter of the previous year.

Analysts forecast 'Segment EBITDA- Industrial' to reach $312.36 million. Compared to the current estimate, the company reported $288.14 million in the same quarter of the previous year.

View all Key Company Metrics for Genuine Parts here>>>

Over the past month, shares of Genuine Parts have returned +14% versus the Zacks S&P 500 composite's +0.5% change. Currently, GPC 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 >>>> .

Alibaba and Baidu are joining with Apple as it rolls out generative artificial-intelligence features across devices in China.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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

Wall Street expects a year-over-year decline in earnings on higher revenues when T-Mobile (TMUS - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis wireless carrier is expected to post quarterly earnings of $2.52 per share in its upcoming report, which represents a year-over-year change of -11.3%.

Revenues are expected to be $22.76 billion, up 7.7% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.39% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

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

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for T-Mobile?For T-Mobile, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -7.23%.

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

So, this combination makes it difficult to conclusively predict that T-Mobile will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that T-Mobile would post earnings of $2.06 per share when it actually produced earnings of $2.70, delivering a surprise of +31.07%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

T-Mobile doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAnother stock from the Zacks Wireless National industry, AT&T (T - Free Report) , is soon expected to post earnings of $0.59 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +9.3%. Revenues for the quarter are expected to be $32.04 billion, up 3.9% from the year-ago quarter.

The consensus EPS estimate for AT&T has been revised 1.3% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +4.83%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that AT&T will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Key Takeaways NextEra Energy operated 6,168 MW of battery storage as of Dec. 31, 2025.Energy Resources plans to add nearly 32-42 GW of battery storage from 2026 through 2032.Battery storage supports peak demand, lowers costs and reduces reliance on fossil-fuel generation. NextEra Energy Inc. (NEE - Free Report) is expanding the battery energy storage portfolio alongside its solar and wind assets. The battery storage investments enhance grid flexibility, support rising electricity demand and advance the transition to affordable, reliable and cleaner energy. Battery storage additions are in sync with NextEra's long-term objective of delivering affordable, reliable and low-carbon electricity.

As of Dec. 31, 2025, NextEra, through its units, operated 6,168 megawatts of battery storage, reinforcing grid reliability and supporting the integration of renewable energy. Given the increasing focus on using more renewable sources to generate electricity, NextEra unit Energy Resources has plans to add nearly 32-42 gigawatts of battery storage in the 2026-2032 period. Battery storage investment will enable the company to benefit from rising electricity demand driven by AI-powered data centers, electrification and corporate decarbonization.

Battery energy storage plays a vital role in the clean energy transition by storing excess solar and wind power for use during periods of high demand or lower renewable generation. This enhances grid reliability, supports greater renewable energy integration and reduces reliance on fossil fuel-fired power plants.

NextEra’s expanding battery storage portfolio enhances earnings visibility, supports sustainable cash flow growth and reinforces its competitive advantage in the evolving energy landscape. As battery storage becomes increasingly essential to a cleaner and more resilient power grid, NextEra is likely to remain one of the key beneficiaries of the global energy transition.

Battery Storage Allows Utilities to Use More Renewable EnergyBattery storage projects enable utilities to optimize power supply and demand, improve grid reliability and integrate more renewable energy into the electricity system. By storing excess electricity for use during peak demand, these projects enhance grid resilience, lower operating costs and ensure a reliable power supply.

Battery storage is becoming essential for utilities as renewable output grows more variable. The AES Corporation (AES - Free Report) and Xcel Energy (XEL - Free Report) are utilizing storage to shift low-cost power into peak periods, reduce curtailment, improve grid reliability and defer selected infrastructure upgrades. During the energy transition, these capabilities can strengthen asset utilization, support customer demand, lower operating volatility and create durable earnings and investment opportunities.

The Zacks Rundown for NEENextEra Energy’s Earnings Estimates Moving UpThe Zacks Consensus Estimate for NEE’s 2026 and 2027 earnings per share indicates a year-over-year increase of 8.09% and 8.7%, respectively.

Image Source: Zacks Investment Research

NEE Stock Returns Better Than Its IndustryReturn on equity (“ROE”) is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits. The current ROE of the company indicates that it is using shareholders’ funds more efficiently than peers.

NextEra’s trailing 12-month ROE is 12.25%, ahead of the industry average of 11.21%.

Image Source: Zacks Investment Research

NEE Price PerformanceShares of NextEra have gained 3.3% in the past month, beating the Zacks Utility - Electric Power industry’s rally of 1.7%.

Image Source: Zacks Investment Research

NEE's Zacks Rank

Key Takeaways Citigroup's restructuring is boosting revenue growth, earnings outlook and shareholder returns. C projects faster 2026-2027 earnings growth and trades at a lower trailing P/E than Wells Fargo.Wells Fargo's asset-cap removal expands growth potential, but benefits may take longer to materialize. Citigroup Inc. (C - Free Report) and Wells Fargo & Company (WFC - Free Report) delivered better-than-expected second-quarter 2026 results, reflecting improving revenue trends, disciplined expense management and healthy capital positions. Despite these similarities, the two banking giants are at different stages of their growth journeys.

Citigroup is gaining momentum as its multi-year restructuring begins to translate into stronger revenue growth, improved operating leverage and enhanced shareholder returns. Wells Fargo, conversely, is entering a phase of expansion after the Fed lifted its long-standing asset cap, giving the bank greater flexibility to grow its balance sheet and capitalize on improving net interest income (NII).

Against this backdrop, a closer look at their business outlooks, earnings prospects, capital deployment plans and valuations helps determine which stock offers the more compelling opportunity.

Strategic Transformation: Citigroup vs. Wells FargoC and WFC are taking different approaches to strengthen their operations and unlock growth opportunities.

Citigroup has strong global franchises across institutional banking, services, cards, wealth management and cross-border corporate finance. However, the bank has historically lagged peers in profitability, efficiency and shareholder returns. Its second-quarter 2026 results suggested that the multi-year turnaround is beginning to strengthen its earnings power and create room for additional investment.

Under CEO Jane Fraser, Citigroup has been working to simplify the organization. This includes exiting several international consumer markets, reducing management layers, cutting costs and focusing on higher-return businesses. Driven by these initiatives, Citigroup is targeting a return on tangible common equity (ROTCE) of 10-11% in 2026.

Conversely, Wells Fargo has been exiting non-core, lower-return businesses to sharpen its focus on consumer banking, commercial lending, and other high-return areas. Under CEO Charlie Scharf since 2019, the strategy targets up to $10 billion in annual cost cuts and capital reallocation to core franchises. The removal of asset cap in 2025 eliminates a long-standing constraint on balance-sheet expansion, allowing the company to grow deposits, increase loan balances and expand securities holdings, thereby unlocking its full operating potential. With greater strategic flexibility and improved earnings visibility, WFC expects its medium-term ROTCE target of 17-18%, indicating stronger profitability prospects over the next few years.

C vs. WFC: Comparing Revenue Growth ProspectsCitigroup’s restructuring is beginning to translate into stronger operating performance. The company’s second-quarter 2026 revenues rose 14.3%, marking its highest quarterly revenues in a decade. The breadth of this growth is important. Citigroup is not relying solely on expense reductions to improve earnings. Stronger performance across multiple businesses suggests that the bank’s simplified structure and focused investments are also supporting organic revenue expansion. Citigroup expects revenues to see a 4-5% compound annual growth rate through 2026.

The favorable operating backdrop should provide an additional tailwind. Management expects NII, excluding Markets, to increase 5-6% in 2026, supported by stabilizing funding costs, improving loan demand and asset repricing. Non-interest revenue growth will likely to be driven by continued fee momentum in Services, Banking and Wealth businesses.

The Zacks Consensus Estimate for C's 2026 and 2027 revenues indicates a year over year growth of 11.5% and 4.2%, respectively.

Revenue Estimates

Image Source: Zacks Investment Research

Wells Fargo’s revenue trends have also improved. After revenues declined, seeing a 0.3% compound annual rate between 2019 and 2025, they increased 8.6% year over year in the second quarter of 2026 on higher NII and fee revenues.

With removal of assset cap, the bank can now expand deposits, increase lending and grow its securities portfolio without the balance-sheet restriction, efforts that will help in an increase in NII. Management expects NII to approach $50 billion in 2026, up from $47.5 billion in 2025. The bank also gains room to scale fee-based businesses like payment services, asset management, and mortgage origination, enhancing its revenue mix and supporting future top-line growth. 

The Zacks Consensus Estimate for WFC's 2026 and 2027 revenues indicates a year over year growth of nearly 5.4%.

Revenue Estimates

Image Source: Zacks Investment Research

WFC & C’s Expense Management StrategiesAs the banking industry adapts to rising expenses, shifting customer preferences and ongoing digital disruption, Citigroup and Wells Fargo are sharpening their focus. However, their approaches to expense management reflect two different paths.

Citigroup is not just trimming around the edges; it is undergoing a full-fledged transformation under the leadership of CEO Jane Fraser. The company is overhauling its operating model, simplifying reporting structures, reducing headcounts and streamlining operations. Driven by these efforts, management expects to achieve $2-$2.5 billion in annualized run rate savings by 2026.

In contrast, Wells Fargo is adopting a more balanced strategy that combines cost discipline with targeted investments. While the bank continues to optimize operations through workforce reductions and process improvements, it is also investing in its branch network and enhancing its digital capabilities to improve customer experience. This approach enables Wells Fargo to control expenses while strengthening customer service and accessibility.

As part of its efficiency initiatives, Wells Fargo reduced its branch network by 1.4% year over year to 4,079 locations at the end of the second quarter of 2026. The bank also lowered its workforce by 7% year over year during the same period. Despite these cost-saving measures, WFC expects noninterest expense to increase to $55.7 billion in 2026, compared with $54.8 billion in 2025, reflecting continued investments in strategic growth initiatives.

C vs. WFC: Capital Strength & Shareholder ReturnsOn the capital front, both C and WFC remain well above the current regulatory requirement. At the end of second-quarter 2026, C’s CET1 ratio was 12.8% while WFC’s CET1 ratio was 10.3%.

Post successful completion of this year’s stress test, WFC announced its intention to increase its third-quarter 2026 common stock dividend 11% to 50 cents per share, subject to board approval. It also has a share repurchase program in place. As of March 31, 2026, the company had remaining authority to repurchase up to $25.7 billion of common stock.

Similarly, post clearing the Fed’s 2026 stress test, C announced a 12% quarterly common stock dividend increase beginning in the third quarter of 2026. The company has also initiated a $30-billion multi-year common stock repurchase program.

C & WFC Earnings EstimatesThe earnings outlook further highlights the difference in the growth trajectories of the two banks.

The Zacks Consensus Estimate projects Citigroup's earnings to grow 39.7% in 2026, followed by an additional 13.5% increase in 2027, reflecting the early benefits of its restructuring initiatives, improving operating leverage and stronger business momentum.

Earnings Estimates

Image Source: Zacks Investment Research

By comparison, Wells Fargo's earnings are expected to rise 11.6% in 2026 and 12.3% in 2027. While these estimates point to steady earnings expansion, the pace is considerably slower than Citigroup's, as the bank's post-asset-cap growth strategy is likely to unfold more gradually.

Earnings Estimates

Image Source: Zacks Investment Research

C & WFC’s Stock Performance & ValuationYear to date, Wells Fargo shares have fallen 6.1%, whereas Citigroup’s stock has gained 15.6%. In comparison, the industry has risen 12.8%.

Price Performance

Image Source: Zacks Investment Research

In terms of valuation, Citigroup’s trailing 12-month price-to-earnings (P/E) ratio is 11.43X, while Wells Fargo’s is 11.72X. Both stocks are trading at a discount compared with the industry’s trailing 12-month P/E ratio of 14.76X, but the C stock is cheaper than WFC.

Price-to-Earnings F12M

Image Source: Zacks Investment Research

C or WFC: Which Stock Offers Greater Upside Potential?Citigroup appears more compelling for both growth and value-focused investors. Its restructuring efforts are driving stronger revenues, positive operating leverage, lower credit costs and faster earnings growth than Wells Fargo. Despite this improving outlook, Citigroup trades at a slightly lower forward P/E, offering stronger growth at a more attractive valuation.

Its solid CET1 ratio also supports higher dividends and a $30-billion share repurchase program, strengthening total shareholder returns. Wells Fargo remains a solid long-term option following the removal of the asset cap, but the benefits of renewed balance-sheet expansion may take longer to materialize.

Therefore, supported by accelerating turnaround momentum, superior near-term earnings growth, substantial capital returns and a more attractive valuation, Citigroup emerges as the bank with better upside potential.

At present, both C and WFC carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Hyliion Holdings Corp. ("Hyliion" or the "Company") (NYSE: HYLN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Hyliion and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 23, 2026, Pelican Way Research ("PWR") published a short report entitled "Hyliion: A Glorified Science Project Who Has Continuously Failed To Meet Expectations And Is Now Throwing Around A Meaningless Deal."  The report stated that Hyliion's stock had risen significantly following the Company's announcement of a non-binding letter of intent ("LOI") with VFG Holdings ("VFG") for up to 250 KARNO Cores, representing approximately $133 million in potential revenue.  The PWR report alleged that the VFG LOI accounted for roughly one-third of Hyliion's reported $400 million-plus pipeline and questioned whether the LOI provided meaningful commercial validation. The report further alleged that VFG, which PWR identified as VFG Tech Holdings, LLC, was incorporated in January 2026, appeared to have only four employees listed on LinkedIn, had only a minimal website, and lacked evidence of funding or operating substance sufficient to support an order of that size. 

Following publication of the PWR report, Hyliion's stock price fell $1.27 per share, or 17.2%, to close at $6.10 per share on June 23, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Key Takeaways U.S. Bancorp beat Q2 earnings and revenue estimates on higher NII and broad-based fee income growth.USB's BTIG acquisition lifted capital markets revenues and expanded institutional capabilities.USB plans a 4% dividend increase after stress-test clearance and continued share repurchases. U.S. Bancorp (USB - Free Report) has reported second-quarter 2026 earnings per share of $1.35, topping the Zacks Consensus Estimate by 5.5%. The bottom line increased 21.6% from $1.11 in the year-ago quarter.

Results were supported by higher net interest income (NII), broad-based fee revenue growth and strong loan growth, while the company posted positive operating leverage of 400 basis points. The BTIG acquisition (completed in June 2026) also contributed to capital markets revenue growth and expanded the company’s institutional capabilities. However, a rise in provision was concerning.

Net income attributable to U.S. Bancorp was $2.18 billion, up 19.9% from the prior-year quarter.

USB Revenue Mix Improves on Higher NII & Fee GrowthNet revenues reached a record level of $7.71 billion in the second quarter, rising 10.1% year over year and surpassing the consensus estimate by 1.3%.

Tax-equivalent NII was $4.39 billion, up 7.5% from the prior-year period. Management attributed the improvement to loan growth, a better earning-asset mix and fixed-asset repricing benefits. The net interest margin expanded 13 basis points year over year to 2.79%.

Non-interest income totaled $3.33 billion, rising 13.7% from the year-ago quarter. Growth was driven by higher revenues across all fee categories, including card revenues, corporate payment and treasury management revenues, trust and investment management fees, lending and deposit-related fees, and capital markets revenues. Capital markets revenues benefited from the BTIG acquisition, increased client-related derivative activity, higher corporate bond underwriting fees and favorable market conditions.

U.S. Bancorp Expenses Rise, Efficiency StrengthensNon-interest expenses were $4.43 billion, up 5.9% from the year-ago quarter. The impacts of the BTIG acquisition, higher compensation and employee benefits expenses, technology and communications expenses, marketing and business development initiatives, and other expenses led to the rise.

The company’s efficiency ratio declined to 57.1% from 59.2% a year ago, indicating improvement in profitability.

USB Balance Sheet Expands With Loan & Deposit GrowthAverage total loans increased 3% sequentially to $405.48 billion and advanced 7.1% year over year, reflecting broad-based growth in key categories.

Average total deposits were $515.08 billion, essentially flat with the prior quarter and up 2.4% year over year.

U.S. Bancorp Credit Trends: Mixed BagProvision for credit losses was $538 million, up 7.4% from the year-ago quarter, primarily reflecting loan portfolio growth. Total net charge-offs were $536 million, down from $554 million a year earlier, and the net charge-off ratio was 0.53% versus 0.59% in the prior-year quarter.

The allowance for credit losses increased to $7.98 billion as of June 30, 2026, from $7.86 billion a year earlier. Non-performing assets were $1.35 billion, down from $1.68 billion as of June 30, 2025.

U.S. Bancorp Capital Levels SolidCapital levels remained solid. The Basel III standardized CET1 capital ratio was 10.8% at the quarter end, up from 10.7% in the year-ago period.

The tier 1 capital ratio was 12.2%, down from 12.3% in the prior year. The leverage ratio was 8.9%, up from 8.5% in the year-ago quarter.

The tangible common equity to tangible assets ratio was 6.6%, up from the prior-year quarter’s 6.1%. 

During the quarter, U.S. Bancorp repurchased 3 million shares and continued repurchases under its $5-billion common stock repurchase authorization. Post clearing the 2026 stress test, the company also plans to increase its quarterly common stock dividend 4% to 54 cents per share in the third quarter of 2026, subject to board approval.

Our Take on USBU.S. Bancorp’s diversified revenue streams, solid loan growth and improving credit quality continue to support its strong financial performance. Growth in NII and non-interest income, coupled with improved efficiency, bodes well for future profitability. The completion of the BTIG acquisition expanded USB’s capital markets capabilities and provided opportunities to deepen relationships with corporate and institutional clients. Although provisions rose in the second quarter of 2026, U.S. Bancorp remains focused on delivering sustainable growth, attractive returns and long-term shareholder value.

Currently, U.S. Bancorp carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings Dates & Expectations of Other StocksRegions Financial (RF - Free Report) is scheduled to release second-quarter 2026 earnings on July 17.

The consensus estimate for RF’s quarterly earnings has been unchanged at 64 cents per share over the past seven days. This indicates a 6.7% increase from the year-ago reported level.

Truist Financial (TFC - Free Report) is slated to report second-quarter 2026 results on July 17.

Over the past seven days, the Zacks Consensus Estimate for TFC’s quarterly earnings has been unchanged at $1.08 per share. This indicates an 18.7% increase from the year-ago reported level.

Costco's June sales growth slowed, but resilient demand, digital gains and rising estimates support a hold stance as valuation stays elevated.

Wall Street's Reassessment of First Solar Quantified Investor Losses: Jefferies and Baird Downgrades Triggered Combined $60.76 Per Share Decline as Analyst Confidence Collapsed Over Tariff and Production Risks

, /PRNewswire/ -- SueWallSt alerts investors in First Solar, Inc. (NASDAQ: FSLR) that a securities class action has been filed on behalf of shareholders who purchased securities between February 26, 2025 and February 24, 2026. Check if you might be eligible to recover your investment losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

Guidance downgrades, missed expectations, and analyst commentary drove FSLR shares down a combined $60.76 per share during the Class Period, erasing billions in market capitalization across 107 million outstanding shares. The lead plaintiff deadline is August 24, 2026.

Initial Analyst Optimism During the Class Period

Throughout much of 2025, sell-side coverage of First Solar reflected management's narrative that U.S. tariff policy was a net positive for the company. The lawsuit contends that analysts built their models on company representations that the trade environment was "long term favorable" and that international facility challenges were manageable and temporary. This optimism persisted even as the company reduced production in Malaysia and Vietnam and lost 6.6 gigawatts of bookings from BP affiliate defaults.

The Jefferies Downgrade: January 7, 2026

The first major break in analyst sentiment came when Jefferies downgraded FSLR from Buy to Hold. The Jefferies analyst identified several issues that had accumulated throughout 2025:

Repeated downward guidance revisions during the year Significant customer de-bookings, including the BP affiliate default Margin compression from underutilization costs at international facilities International facilities characterized as a "pain point" and ongoing "concern" while tariffs persisted A prediction that deployment opportunities would be more limited in 2026 FSLR shares fell $27.67, or 10.29%, to close at $241.11 on January 7, 2026.

The Baird Downgrade: February 25, 2026

After First Solar reported Q4 and full-year 2025 results that missed expectations and issued lower-than-expected FY 2026 revenue guidance, Baird Research downgraded the stock from Outperform to Neutral. Baird cited "several question marks in forward outlook," reflecting concerns about customer headwinds and permitting delays. FSLR shares fell an additional $33.09, or 13.61%, to close at $210.12.

Why Analyst Shifts Matter for FSLR Investors

The action claims that these downgrades represented the market correcting for artificial inflation sustained by management's allegedly misleading reassurances. As alleged, when independent analysts finally incorporated the true scope of international facility underutilization and onshoring costs into their models, the resulting repricing quantified the gap between what investors were told and what was actually occurring.

"When analyst expectations are built on incomplete or misleading company disclosures, the resulting corrections can cause significant investor harm. In this case, two separate downgrades reflected the market absorbing information that allegedly should have been disclosed much earlier." -- Joseph E. Levi, Esq.

Learn more about the case or contact Joseph E. Levi, Esq. at (888) SueWallSt.

WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.

Frequently Asked Questions About the FSLR Lawsuit

Q: How much did FSLR stock drop? A: Shares suffered two significant declines during the Class Period. On January 7, 2026, FSLR fell $27.67 per share (10.29%) following the Jefferies downgrade. On February 25, 2026, shares fell an additional $33.09 per share (13.61%) after disappointing earnings and a Baird downgrade, closing at $210.12.

Q: What specific misstatements does the FSLR lawsuit allege? A: The complaint alleges First Solar made materially false or misleading statements regarding the company's ability to manage U.S. tariff impacts and understated how international facility underutilization and production onshoring would negatively affect projected 2026 performance. When the true state was revealed through analyst downgrades and earnings disclosures, the stock price declined sharply.

Q: What is the FSLR lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is August 24, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.

Q: What if I already sold my FSLR shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

Q: What do FSLR investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Contact SueWallSt, a brand of Levi & Korsinsky LLP, for a no-cost, no-obligation case evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as an absent class member. 

CONTACT: 

Levi & Korsinsky, LLP 

Joseph E. Levi, Esq. 

33 Whitehall Street, 27th Floor 

New York, NY 10004 

[email protected] 

Tel: (888) SueWallSt 

Fax: (212) 363-7171 

Attorney Advertising. Prior results do not guarantee similar outcomes.         

SOURCE SueWallSt.com

Gilead Sciences (GILD - 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 HIV and hepatitis C drugmaker have returned +5%, compared to the Zacks S&P 500 composite's +0.5% change. During this period, the Zacks Medical - Biomedical and Genetics industry, which Gilead falls in, has gained 3.2%. 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 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.

For the current quarter, Gilead is expected to post a loss of $7.09 per share, indicating a change of -452.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.7% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of -$0.77 points to a change of -109.5% from the prior year. Over the last 30 days, this estimate has changed +2.7%.

For the next fiscal year, the consensus earnings estimate of $9.72 indicates a change of +0% from what Gilead is expected to report a year ago. Over the past month, the estimate has changed +0.1%.

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, Gilead is rated Zacks Rank #3 (Hold).

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 Gilead, the consensus sales estimate for the current quarter of $7.37 billion indicates a year-over-year change of +4%. For the current and next fiscal years, $30.38 billion and $32.18 billion estimates indicate +3.2% and +5.9% changes, respectively.

Last Reported Results and Surprise HistoryGilead reported revenues of $6.96 billion in the last reported quarter, representing a year-over-year change of +4.4%. EPS of $2.03 for the same period compares with $1.81 a year ago.

Compared to the Zacks Consensus Estimate of $6.89 billion, the reported revenues represent a surprise of +0.95%. The EPS surprise was +7.41%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time 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.

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

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.

Gilead 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 Gilead. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Joseph Gebbia, the co-founder and current director at Airbnb, Inc. (ABNB 0.14%), sold 265,000 shares of the company on July 13, 2026. SEC Form 4 filing.

Today's Change

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-0.14

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-0.20

Current Price

$

148.18

Transaction summaryMetricValueTransaction value$38.6 millionShares sold (indirectly held)265,000Post-transaction shares (total)2,332,857Post-transaction shares (directly held)2,738Post-transaction shares (indirectly held)2,330,119Post-transaction value$341.37 millionTransaction value based on SEC Form 4 weighted average sale price ($145.50); post-transaction value based on July 13 market close ($146.33).

Key questionsWhat were the mechanics of this share disposition?
Joseph Gebbia conducted the sale of 265,000 shares exclusively through the Sycamore Trust. This activity was governed by a Rule 10b5-1 plan established in February 2026, which allows corporate insiders to set a predetermined schedule for selling stock to avoid potential conflicts arising from material non-public information.How does this impact the director's remaining equity position?
After the sale, the director continues to hold a significant interest in the company through ~2.3 million shares held indirectly via Sycamore Trust. Including the 2,738 shares held directly, the total beneficial ownership is valued at $341.37 million based on the market close on the day of the transaction.What is the current market context for the stock?
The shares were sold at $145.50 per share, while the stock has recorded a one-year return of about 4% as of the July 13 transaction date. As of the July 14 market close, the share price was $146.54, corresponding to a total market capitalization of $87 billion for the San Francisco-based travel services company.What are the fundamental characteristics of the company?
The firm manages a global marketplace connecting hosts and guests for accommodations and local experiences. It reported trailing twelve-month revenue of $12.6 billion and net income of $2.5 billion, supporting a workforce of 8,200 employees.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$146.54Market Capitalization$87.0 billionRevenue (TTM)$12.6 billionNet Income (TTM)$2.5 billionCompany SnapshotAirbnb operates a global digital marketplace that connects hosts offering accommodations and local experiences with guests seeking travel services, generating revenue primarily through booking commissions and service fees on transactions across its online and mobile platforms.The company's business model leverages a peer-to-peer marketplace structure, monetizing through host service fees and guest service charges while maintaining minimal capital requirements as a technology-enabled intermediary.Airbnb's primary customers include leisure and business travelers seeking alternative accommodations, as well as property owners and experience providers looking to monetize their assets to a global audience.Airbnb is a leading global marketplace for short-term lodging and experiential travel services, with a market capitalization of $87.0 billion and trailing twelve-month (TTM) revenue of $12.6 billion. The company has established a significant competitive advantage through its network effects, diverse inventory spanning 220+ countries and regions, and proprietary technology platform that facilitates seamless transactions between hosts and guests. With 8,200 employees and strong profitability metrics (TTM net income of $2.5 billion), Airbnb has demonstrated resilience and growth in the travel and hospitality sector.

What this transaction means for investorsInvestors rarely want an insider to be selling shares of their company. But there are many reasons an insider may sell that have nothing to do with their outlook on the stock’s direction. These can include meeting a tax bill or paying a large personal expense.

Though Gebbia didn’t cite a reason for the sale, the fact that it was done under a preexisting trading plan mitigates the bearishness of the $39 million sale. Investors may be comforted by the fact that studies show insider sales predict a share price decline in the subsequent 30 days less than half the time.

Still, insiders with a trading plan aren’t compelled to follow through on a planned sale. They can cancel a trade provided they are not acting on insider information. If Gebbia was exceedingly bullish on Airbnb shares, he had that option.

Nevertheless, the outlook for Airbnb is good. Wall Street expects the business to post high-teens revenue and earnings growth from new services and increased travel in its core markets. An acceleration in active listings in Latin America and the Asia Pacific is helping too.

For its first quarter fiscal 2026. Airbnb posted revenue of $2.68 billion, up 12% from the prior-year period, beating consensus and management guidance. The revenue increase reflected greater booked nights and the growth of the company's Reserve Now, Pay Later feature. With 2026 sales seen rising 15% to almost $14 billion, with $3.6 billion net income, the outlook appears bullish for shares, regardless of Gebbia’s sale.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Bristol Myers Squibb (BMY - Free Report) New York-based Bristol Myers is one of the leading global specialty biopharmaceutical companies focused on developing treatments targeting severe diseases. Blockbuster immuno-oncology drug Opdivo maintains momentum on consistent label expansions. The company’s efforts to revive its portfolio amid generic competition for legacy drugs like Revlimid, Pomalyst, Sprycel and Abraxane are impressive.

BMY is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 9.26; value investors should take notice.

Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.02 to $6.34 per share. BMY boasts an average earnings surprise of +16.5%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, BMY should be on investors' short list.

Micron stock has plunged since reaching a record high of $1,255 on June 25. Shares have fallen about 30%, mirroring the sharp declines seen across the memory chip sector, including industry leaders Samsung and SK Hynix.

Key Takeaways Sandisk is expanding AI storage with enterprise SSDs, multiyear supply deals and stronger demand visibility.MU is benefiting from AI demand across DRAM, HBM and NAND, backed by Strategic Customer Agreements.SNDK trades at 8.31X forward earnings versus MU's 6.34X, giving MU a valuation edge. Sandisk Corporation (SNDK - Free Report) and Micron Technology (MU - Free Report) are prominent names in the memory semiconductor space. They supply the NAND flash and DRAM technologies that power servers, storage systems and enterprise infrastructure. Demand for this technology has grown sharply as AI workloads scale across data centers.

Rising inference activity, larger models and expanding storage needs continue to drive memory consumption higher. This demand backdrop has lifted the entire memory sector this year. SNDK and MU have each been direct beneficiaries of this shift.

As infrastructure spending continues to expand, more capital is expected to flow towards memory-intensive workloads. This trend is expected to shape performance for SNDK and MU in the coming quarters. Let us delve deep to determine which stock is a better buy.

The Case for SNDKSandisk has built its business around NAND flash memory, a technology that is becoming increasingly important as AI workloads require larger, faster storage to support inference, retrieval-augmented generation (RAG) and expanding context windows. Its enterprise SSD portfolio, powered by BiCS8 technology, has strengthened the company's position in AI data centers, where demand for high-capacity, low-latency storage continues to increase. As enterprises scale AI deployments, enterprise SSD adoption is expected to remain a key long-term growth driver.

Beyond product innovation, Sandisk has been reshaping its business model to reduce the cyclicality associated with the NAND market. Its New Business Model framework, based on multi-year supply agreements backed by financial commitments, has improved demand visibility while providing customers with long-term supply assurance. The company has also strengthened its supply chain through the extension of its Kioxia joint venture and investment in long-term DRAM supply through Nanya, enhancing manufacturing flexibility and supporting future growth.

These initiatives have already begun translating into stronger operating performance. In the third quarter of fiscal 2026, data center revenues increased 233% sequentially to $1.47 billion, while non-GAAP gross margin expanded to 78.4% from 51.1% in the previous quarter. The Zacks Consensus Estimate for fiscal 2026 revenues is pegged at $19.59 billion, suggesting 166.4% year-over-year growth, while the consensus mark for EPS is pegged at $66.54 compared with $2.99 in fiscal 2025, revised up by 1.31% over the past 30 days, reflecting improving profitability as AI-driven enterprise storage demand continues to accelerate.

The Case for MUMicron has strengthened its position in the AI memory market through its diversified portfolio spanning DRAM, high-bandwidth memory (HBM) and NAND solutions. As AI models become larger and inference workloads more memory intensive, demand is expected to remain strong for both high-performance DRAM and enterprise SSDs. This broad product portfolio enables Micron to participate across AI training, inference and data storage, providing exposure to multiple growth drivers within the AI infrastructure ecosystem.

The company has further enhanced its long-term growth prospects through Strategic Customer Agreements (SCAs), which secure multi-year demand commitments and improve supply visibility. These agreements support better capacity planning while reducing earnings volatility associated with the memory industry's traditional pricing cycles. At the same time, Micron continues to benefit from favorable industry fundamentals, with demand for both DRAM and NAND remaining above available supply as hyperscalers and enterprises expand AI infrastructure investments.

The company's strong execution has been reflected in its financial performance. Third-quarter fiscal 2026 revenues surged 346% year over year to $41.46 billion. The Zacks Consensus Estimate for fiscal 2026 revenues is pegged at $126.66 billion, implying growth of 238.87%, while the consensus mark for EPS is pegged at $73.86 compared with $2.99 in fiscal 2025, revised up by 22.63% over the past 30 days, reflecting continued confidence in Micron's AI-driven growth trajectory.

SNDK vs. MU: Price Performance and ValuationYear to date (YTD), shares of MU have jumped 216.9%, trailing SNDK's 579.8% return. Both stocks have benefited from strong AI-driven memory demand, with Sandisk's gain led by tight NAND supply and a string of new multiyear pricing agreements and Micron's supported by its broader DRAM, NAND and HBM portfolio alongside its own set of Strategic Customer Agreements.

SNDK vs. MU: YTD Performance
Image Source: Zacks Investment Research

SNDK currently trades at a forward 12-month price-to-earnings (P/E) multiple of 8.31X, well above MU's 6.34X. Sandisk's premium to Micron appears difficult to justify given Micron's broader exposure across DRAM, NAND and HBM and the scale of demand already locked in through its Strategic Customer Agreements.

SNDK vs. MU: Forward 12-Month P/E Valuation
Image Source: Zacks Investment Research

ConclusionBoth Micron and Sandisk are well-positioned to capitalize on the broader AI infrastructure buildout. While Sandisk continues to deliver explosive growth tied to tight NAND pricing and multiyear supply agreements, Micron has significantly strengthened its position through its diversified DRAM, NAND and HBM portfolio and a growing base of Strategic Customer Agreements spanning hyperscalers and enterprise customers. Given its broader revenue base, lower valuation and stronger earnings estimate revision, MU appears to offer a more compelling investment opportunity than SNDK.

MU and SNDK sport a Zacks Rank #1 (strong buy) each at present. You can see the complete list of today's Zacks #1 Rank stocks here.

Memory chip demand has surged remarkably as technology companies have ramped up their data center infrastructure spending in recent years. Micron Technology (MU 5.73%) has benefited immensely from this boom, and with the memory market forecast to reach more than $1 trillion in 2027 -- up from over $800 billion this year -- the growth phase of this cycle isn't done just yet.

Here's how the company is benefiting, and why buying some Micron stock and holding it for the long term is likely to prove a good choice.

Image source: Micron Technology.

Micron's management believes memory demand has a long runway for growth In the past, the memory chip market has been highly cyclical. As new markets for memory open, demand initially surges, and prices rise. In response, the handful of suppliers in the market move to expand their production capacity so they can benefit. But eventually, supply outstrips demand (which may also wane organically), and prices tumble again. The result: significant boom-and-bust cycles.

Some people have worried that this soaring memory market is just another up phase in another normal cycle. Still, the latest research from McKinsey shows that the overall AI semiconductor market is booming, and forecasts that it will reach between $1.5 trillion and $1.8 trillion by 2030, with memory processors accounting for nearly 30% of the total market.

And Micron's management is bullish on the company's long-term prospects in this market, too.

"The memory industry has been structurally transformed by the proliferation of AI," said CEO Sanjay Mehrotra on the fiscal Q3 2026 earnings call. "We are only in the early innings of the significant innovation and productivity that can be unleashed in every part of the global economy over time."

The back-and-forth debate right now around AI is about when the spending spree on artificial intelligence infrastructure will slow down, but what's interesting about Mehrotra's comments is his focus on the premise that it's not just data centers that will need lots of memory.

"Exciting possibilities enabled by robotics and humanoids, as well as fully autonomous vehicles, portend a robust long-term demand environment for memory and storage," he noted.

In short, his views on the outlook for memory demand are based on the idea that the nascent robotics and self-driving vehicle markets are headed for rapid expansion. These new technologies will likely need a lot of memory to support their advanced AI systems and make complex real-time decisions.

Morgan Stanley estimates there will be 1 billion humanoid robots globally by 2050, with a potential market size of $5 trillion. With that opportunity ahead of it, Micron's management is likely right to be bullish on its long-term prospects.

Micron Technology

Today's Change

(

-5.73

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-51.81

Current Price

$

852.47

Micron is already benefiting immensely from memory demand Micron's shares have risen 687% over the past year as the company has successfully tapped into rising memory demand.

Sales surged 45% in the fiscal third quarter to nearly $41.5 billion, and its non-GAAP (adjusted) earnings jumped more than 1,300% year over year to $24.67 per share.

If this phase of growth in memory demand is truly just getting started, there's still plenty of time for investors to benefit from Micron's opportunity. And you don't even have to pay a premium to own it. Micron's stock trades at a price-to-earnings (P/E) ratio of just 23, which makes it a relative bargain compared to the average P/E ratio of 37 for the tech sector.

All of which means now may be a great time to buy shares of this memory stock.

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Zillow, Inc. ("Zillow" or the "Company") (NASDAQ: Z). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased. 

The class action concerns whether Zillow and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

You have until August 10, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Zillow securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.   

[Click here for information about joining the class action]  

On September 30, 2025, the U.S. Federal Trade Commission ("FTC") filed a complaint (the "FTC Complaint") against Zillow and Redfin alleging violations of federal antitrust laws arising from, among other things, the Redfin Agreement.  The FTC Complaint alleged that "on February 6, 2025, Zillow and Redfin executed an unlawful agreement to remove competition from [the online rental marketplaces industry], starting with a $100 million payment to Redfin to exit the [Internet Listing Services] market." 

On this news, Zillow's Class C common stock price fell $3.49 per share, or 4.33%, to close at $77.05 on September 30, 2025.  The following day, it fell a further $3.57 per share, or 4.63%, to close at $73.48 per share on October 1, 2025.  Meanwhile, Zillow's Class A common stock price fell Class A common stock fell $3.51 per share, or 4.5%, to close at $74.44 per share on September 30, 2025.  The following day, it fell a further $3.26 per share, or 4.37%, to close at $71.18 per share.

Then, on February 10, 2026, Zillow conducted an earnings call to discuss its financial performance for the fourth quarter of 2025.  During the call, Chief Financial Officer Jeremy Hoffman disclosed that the Company was facing significant "ongoing elevated legal expenses."

On this news, Zillow Class C stock fell $9.32 per share, or 17.12%, to close at $45.10 per share on February 11, 2026.  The next day, it fell a further $1.40 per share, or 3.1%, to close at $43.70 per share on February 12, 2026.  Meanwhile, Zillow Class A stock fell $9.05 per share, or 16.5%, to close at $45.66 on February 11, 2026.  The following day, it fell a further $1.84, or 4.02%, to close at $43.82 per share on February 12, 2026.

Finally, on May 7, 2026, Reuters published an article entitled "Zillow, Redfin fail to end FTC lawsuit claiming they suppressed rental competition."  The article reported that a "federal judge rejected [Zillow and Redfin's] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings."

On this news, Zillow's Class C common stock fell $0.85 per share, or 1.9%, to close at $43.68 on May 7, 2026.  The following day, Zillow's Class C common stock fell a further $2.25 per share, or 5.15%, to close at $41.43 on May 8, 2026.  Meanwhile, Zillow's Class A stock fell $0.79 per share, or 1.76%, to close at $44.04 on May 7, 2026.  The following day, it fell a further $2.10 per share, or 4.76%, to close at $41.94 on May 8, 2026.  The following trading day, May 11, 2026, Zillow Class A common stock fell a further $1.29, or 3.07%, to close at $40.65 per share.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980 

SOURCE Pomerantz LLP