Market Signal Briefing

Delta Air Lines (DAL - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

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

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

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

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

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

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

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

Earnings Estimate Revisions for DeltaFor the fiscal year ending December 2025, this airline is expected to earn $5.76 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Delta. Over the past three months, the Zacks Consensus Estimate for the company has increased 13.6%.

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

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

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

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

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

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

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

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

Set to Beat the Market? In order to see if TTI is a promising momentum pick, let's examine some Momentum Style elements to see if this oil and gas services company holds up.

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

For TTI, shares are up 11.13% over the past week while the Zacks Oil and Gas - Field Services industry is up 5.92% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 23.83% compares favorably with the industry's 4.02% performance as well.

While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of Tetra Technologies have risen 79.63%, and are up 87.74% in the last year. On the other hand, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also pay attention to TTI's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. TTI is currently averaging 1,384,774 shares for the last 20 days.

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

Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost TTI's consensus estimate, increasing from $0.17 to $0.18 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that TTI is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Tetra Technologies on your short list.

Universal Display Corp. (OLED - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

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

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

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

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

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

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

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

Earnings Estimate Revisions for Universal DisplayThis organic light-emitting diode technology company is expected to earn $5.17 per share for the fiscal year ending December 2025, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Universal Display. Over the past three months, the Zacks Consensus Estimate for the company has increased 2.2%.

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

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

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

Elanco Animal Health Incorporated (ELAN - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

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

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

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

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

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

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

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

Earnings Estimate Revisions for Elanco Animal HealthThis company is expected to earn $0.88 per share for the fiscal year ending December 2025, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Elanco Animal Health. Over the past three months, the Zacks Consensus Estimate for the company has increased 5%.

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

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

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

Jessica Inskip points to three stocks that she expects will benefit form emerging market trends. She points to American Express (AXP) gaining traction from high-end consumers, CME Group (CME) growing from the rise of blockchain and tokenization, and Spotify (SPOT) continuing to gain dominance in the streaming space.

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

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at First Quantum Minerals (FQVLF - Free Report) , which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

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

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

Set to Beat the Market? In order to see if FQVLF is a promising momentum pick, let's examine some Momentum Style elements to see if this metal and minerals mining company holds up.

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

For FQVLF, shares are up 6.68% over the past week while the Zacks Mining - Non Ferrous industry is up 9.2% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 29.34% compares favorably with the industry's 30.39% performance as well.

While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of First Quantum Minerals have risen 25.04%, and are up 66.26% in the last year. On the other hand, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also take note of FQVLF's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now FQVLF is averaging 314,335 shares for the last 20 days..

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

Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost FQVLF's consensus estimate, increasing from $0.09 to $0.12 in the past 60 days. Looking at the next fiscal year, 5 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that FQVLF is a #2 (Buy) stock and boasts a Momentum Score of A. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep First Quantum Minerals on your short list.

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

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

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

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

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

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for EME that show why this construction and maintenance company shows promise as a solid momentum pick.

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

For EME, shares are up 1.35% over the past week while the Zacks Building Products - Heavy Construction industry is up 0.68% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 3.33% compares favorably with the industry's 7.17% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Shares of Emcor Group have increased 16.24% over the past quarter, and have gained 48.8% in the last year. On the other hand, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also take note of EME's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now EME is averaging 997,511 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with EME.

Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost EME's consensus estimate, increasing from $23.59 to $25.11 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineGiven these factors, it shouldn't be surprising that EME is a #1 (Strong Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Emcor Group on your short list.

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

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Nomura Holdings (NMR - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

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

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

Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for NMR that show why this financial services company shows promise as a solid momentum pick.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For NMR, shares are up 1.07% over the past week while the Zacks Financial - Investment Bank industry is flat over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 3.62% compares favorably with the industry's 3.31% performance as well.

While any stock can see a spike in price, it takes a real winner to consistently outperform the market. Over the past quarter, shares of Nomura Holdings have risen 18.63%, and are up 42.72% in the last year. In comparison, the S&P 500 has only moved 8.31% and 17.5%, respectively.

Investors should also take note of NMR's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now NMR is averaging 428,619 shares for the last 20 days..

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

Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost NMR's consensus estimate, increasing from $0.76 to $0.77 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.

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

-

MessageGears’ data activation and customer engagement solution unlocks AI-powered personalization for joint customers

ATLANTA--(BUSINESS WIRE)--MessageGears, the leading data activation and engagement platform for enterprise brands, today announced that it has been recognized as “One to Watch” in The Modern Marketing Data Stack 2026: How Marketers Become Agents of Change in an AI-Driven World launched by Snowflake, the AI Data Cloud company. MessageGears was identified in the report’s Activation & Delivery for Owned Channels category for its strengths in audience segmentation, cross-channel message creation and delivery, and real-time data access.

"Together with Snowflake’s powerful products, we’re creating the foundation for next-generation experiences that deliver real-time personalization at scale without sacrificing data control.” -Eugene Yukin, VP Product, MessageGears

Share
Snowflake assessed the use of marketing technologies by more than 11,100 customers to determine how AI, privacy, and data gravity are continuing to accelerate the evolution of martech and adtech across 13 categories. The fourth annual edition of Snowflake’s Modern Marketing Data Stack identifies the technologies, solutions, and platforms adopted by Snowflake customers to meet their evolving needs.

“Being named a company to watch by Snowflake is a testament to the work we’ve been doing hand-in-hand with our customers to shape the future of enterprise marketing,” said Eugene Yukin, VP of Product at MessageGears. “We’ve been hard at work embedding AI models and intelligent agents throughout our platform to help marketers execute campaigns faster, gain sharper conversion insights, and orchestrate journeys with greater flexibility across channels. Together with Snowflake’s powerful products, we’re creating the foundation for next-generation experiences that deliver real-time personalization at scale without sacrificing data control.”

MessageGears natively integrates with Snowflake, enabling enterprise brands to activate real-time customer data directly from their cloud data warehouse – without expensive duplication or risky data movement. Through Snowflake Cortex AI, brands can also bring large language models (LLMs), machine learning, and natural language processing directly into their segmentation logic, personalization strategies, and message orchestration. Marketers using MessageGears can instantly generate AI-powered content, scoring models, and customer insights directly within their existing workflows – all while leveraging compliance, security, and scalability capabilities via Snowflake’s AI Data Cloud.

"MessageGears’ growth with Snowflake has led to its recognition as a key technology to watch in the data activation and customer engagement space, delivering solutions that address the ever-evolving needs of marketers,” said Denise Persson, Chief Marketing Officer at Snowflake. “We look forward to continuing to work with MessageGears as they expand their capabilities on the Snowflake AI Data Cloud.”

OpenTable, a global leader in restaurant technology, partnered with MessageGears and Snowflake to overhaul its data activation strategy and eliminate costly delays tied to legacy marketing infrastructure. By directly connecting MessageGears’ platform to their Snowflake environment, OpenTable’s team removed the need for nightly data syncs and manual duplication, unlocking real-time access to live customer data.

This new architecture allowed OpenTable to:1

Automate 20% of all marketing campaigns

Improve time-to-market for campaigns by 80%

Achieve up to a 70% conversion rate from targeted, personalized campaigns

Cut marketing technology spend by 50%

“We’re able to create more targeted campaigns layered with customizable metadata much faster,” said John Tsou, VP of Marketing at OpenTable. “We’re also able to run comprehensive reports, which allows us to segment better. In one of our tests, we were able to increase our conversion rates by 70%, which is huge. And my favorite is our zero dependency on daily data syncs across two platforms.”

Learn more about the 2026 Modern Marketing Data Stack here.

About MessageGears

MessageGears is the data activation and engagement platform built to help enterprises leverage their entire dataset for seamless communication across multiple channels, including email, SMS, mobile, and hundreds of third-party destinations. Our mission is to facilitate efficient and secure data access without the need for moving, copying, or syncing. Founded with the goal of giving enterprise brands total command of their enterprise data, MessageGears’ composable approach eliminates latency, mitigates security risks, and reduces costs associated with traditional ESPs, CDPs, and marketing clouds. Leading brands like Indeed, Chewy, and Sherwin-Williams trust MessageGears to manage and activate their customer data across diverse tech stacks. Discover how we drive ROI at messagegears.com.

More News From MessageGears

Back to Newsroom

UBS analysts are ‘Overweight’ the healthcare equipment sector, with a Number One ranking on their total scorecard. 

In a note to clients on Tuesday, the analysts wrote that healthcare equipment has had the highest growth rate historically, excluding technology, at a 9% compound annual growth rate (CAGR) and the sector’s earnings per share are now trading 10% below trend.   

They also believe the sector appears “safer” than Big Pharma, due to factors such as less tariff risk.  

The analysts favor Abbott Laboratories (NYSE:ABT) and Boston Scientific Corp (NYSE:BSX, ETR:BSX) in US, noting that Boston Scientific offers the best value.  

They also like the benchmark pharma space, pointing to “unusually” supportive factors such as earnings momentum that has been much better than performance as well as the sector’s historic outperformance in a rising credit spread environment.  

Generative AI could also help reduce the cost of production and increase the speed of developing new products, the analysts noted.  

UBS has ‘Buy’ ratings on Johnson & Johnson (NYSE:JNJ) and Abbott Laboratories. 

HYOGO, Japan--(BUSINESS WIRE)--JCR Pharmaceuticals Co., Ltd. (TSE 4552; “JCR”), a global specialty biopharmaceutical company dedicated to developing therapies for rare and genetic diseases, announced today that it will present non-clinical data from its novel JUST-AAV gene therapy platform technology in an oral session at the European Society of Gene and Cell Therapy (ESGCT) 32nd Annual Congress, being held October 7-10, 2025, in Seville, Spain.

JUST-AAV encompasses a range of vector types optimized for various target tissues, including liver-sparing, muscle-targeting, and brain-targeting variants. Its target specificity is enhanced via a new muscle-targeting binder that shows cross-species affinity and improved muscle transduction when incorporated into an adeno-associated virus (AAV) capsid, compared to AAV9. JUST-AAV thus holds significant promise for advancing the field of AAV-based gene therapy.

The oral presentation details are listed below, and the full program can be found on the ESGCT congress website at www.esgctcongress.com.

Title: Generation of a novel capsid engineering platform enhances CNS and muscle tropism of AAV vectors while reducing tropism to the liver

Oral Presentation Number: OR009

Date: October 7, 2025, 5:00-7:30pm CEST

Presenter: Shunsuke Iizuka, Ph.D., JCR Pharmaceuticals

About the European Society of Gene and Cell Therapy (ESGCT)

Established in 1992, the European Society of Gene and Cell Therapy (ESGCT) seeks to support scientists and clinicians working in the fields of gene and cell therapy and to promote awareness and understanding of gene and cell therapy and the vast amount of related research in Europe. The 32nd Annual Congress of the ESGCT is being held in Seville, Spain from October 7-10, 2025. For more information, please visit www.esgct.eu.

About the JUST-AAV Platform Technology

JUST-AAV is a proprietary platform technology that utilizes modified adeno-associated virus (AAV) vectors. The technology entails insertion of miniaturized antibodies against receptors on selected tissues, organs or the blood-brain barrier onto the capsid surface, enhancing targeted delivery to those tissues and organs. Further capsid modifications minimize off-target effects and improve safety. The name is derived from “JCR” “Ultimate destination of organ” “Safeguarding against off-target delivery” and “Transformative technology” reflecting its potential for broad application across various diseases.

About JCR Pharmaceuticals Co., Ltd.

JCR Pharmaceuticals Co., Ltd. (TSE 4552) is a global specialty pharmaceutical company that develops treatments that go beyond rare diseases to solve the world’s most complex healthcare challenges. We continue to build upon our 50-year legacy in Japan while expanding our global footprint into the U.S., Europe, and Latin America. We improve patients’ lives by applying our scientific expertise and unique technologies to research, develop, and deliver next-generation therapies. Our approved products in Japan include therapies for the treatment of growth disorder, MPS II (Hunter syndrome), Fabry disease, acute graft-versus host disease, and renal anemia. Our investigational products in development worldwide are aimed at treating rare diseases including MPS I (Hurler, Hurler-Scheie and Scheie syndrome), MPS II, MPS IIIA and B (Sanfilippo syndrome type A and B), and more. Our core values – Putting people first, Forging our own path, Always advancing, and Committed to excellence – mean that the work we do benefits all our stakeholders, including partners, patients and employees. We strive to expand the possibilities for patients while accelerating medical advancement at a global level. For more information, please visit JCR’s global website: https://jcrpharm.com/.

More News From JCR Pharmaceuticals Co., Ltd.

TULSA, OK / ACCESS Newswire / September 30, 2025 / Jericho Energy Ventures Inc. (TSXV:JEV)(OTCID:JROOF)(FRA:JLM) ("Jericho", "JEV" or the "Company") today announced the appointment of Maggie Zhao as Interim Chief Financial Officer, replacing departing CFO Ben Holman, who will continue to advise the Company to facilitate a seamless transition. Mrs. Zhao has been a core member of Jericho's accounting and finance team since its inception and has served as Corporate Controller since 2017.

Image Credits:Fubo

10:16 AM PDT · September 30, 2025

Fubo, the popular live sports TV streaming service, announced on Tuesday that its shareholders have approved its transaction with Disney, combining Fubo with Hulu Live TV. 

Initially announced in January, the deal brings the companies closer to finalizing an agreement that is anticipated to disrupt the streaming industry by making Hulu a far bigger threat to its larger rival, YouTube. YouTube TV reportedly now has around 10 million subscribers, in large part due to is live sports-related content. Hulu Live TV and Fubo together have about 6 million subscribers, so this merger is a step towards closing that competitive gap. 

Additionally, if executed well, it could offer sports fans more flexible options. For instance, sources suggest that Fubo may be exploring the idea of introducing a new Hulu-branded package as a perk for streamers, featuring access to Disney’s trio of streaming services (Disney+, Hulu, and ESPN) at no additional cost. The company recently announced the launch of a skinny sports-only package at a lower price point.

However, the approval obtained at the Fubo shareholder meeting on Tuesday still awaits regulatory approvals, as the deal will create a larger entity and impact market competition, reducing the number of independent streaming players.

Once the transaction is finalized, Disney will own approximately 70% of Fubo. However, possibly with those regulatory approvals in mind, Fubo promises it will continue to be available to viewers as an independent offering. That said, Disney is consolidating this unit under a single leader: David Gandler, co-founder and CEO of Fubo, who will oversee the newly merged Fubo and Hulu Live TV operations.

Topics

Lauren covers media, streaming, apps and platforms at TechCrunch.

You can contact or verify outreach from Lauren by emailing [email protected] or via encrypted message at laurenforris22.25 on Signal.

View Bio

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

Class Definition

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired SelectQuote securities between September 9, 2020 and May 1, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/SLQT.

Case Details

The complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company's business, operations, and prospects. Specifically, Defendants failed to disclose: (1) that the Company was directing Medicare beneficiaries to the plans offered by insurers that best compensated SelectQuote, regardless of the quality or suitability of the insurers' plans; (2) that SelectQuote did not provide unbiased comparison shopping for Medicare Advantage insurance plans; (3) that SelectQuote received illegal kickbacks to steer Medicare beneficiaries to certain insurers and limit enrollment in competitors' plans; (4) that as a result, SelectQuote had not complied with applicable laws, regulations, and contractual provisions; (5) that SelectQuote was vulnerable to regulatory and legal sanctions as a result of its conduct, including claims that it had violated the False Claims Act; and (6) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On this news, SelectQuote's stock price fell $0.61, or 19.2%, to close at $2.56 per share on May 1, 2025, on unusually heavy trading volume.

What's Next?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/SLQT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 332-239-2660. If you suffered a loss in SelectQuote you have until October 10, 2025, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

There is No Cost to You

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

Why Bronstein, Gewirtz & Grossman

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

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

Attorney advertising. Prior results do not guarantee similar outcomes.

Contact

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

watch now

A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox.

Despite its name, Schneider Electric does not generate electricity. It is an energy management company, mixing electrification and digitization together so customers know exactly where their energy is consumed and can optimize their energy usage in real time. 

It's the largest energy management provider for data centers, which represent about a quarter of its business, and it's working with chipmaker and Wall Street powerhouse Nvidia. 

Schneider announced in June it would collaborate with Nvidia to serve the growing demand for sustainable, AI-ready infrastructure. This was a research and development partnership for power, cooling, controlling and high-density rack systems to enable the next generation of AI factories across Europe and eventually beyond. 

Then last month, Schneider announced new, highly technical and detailed data center blueprints, developed with Nvidia, that the company says will significantly accelerate construction timelines as well as help operators adopt AI-ready infrastructure. 

Get Property Play directly to your inboxCNBC's Property Play with Diana Olick covers new and evolving opportunities for the real estate investor, delivered weekly to your inbox.

Subscribe here to get access today.

The first part of that is integrated power management and liquid cooling control systems. The second is a framework for the development of Nvidia's new Blackwell chips. 

"We make sure, at every generation they come out with, that the solution we put together will minimize the consumption of energy to power their installations," said Jean-Pascal Tricoire, chairman of Schneider Electric. "Those chips, which are powering AI or enabling AI, are chips which are consuming a lot of energy, and you need to cool them directly on the chip by bringing liquid directly on the chip."

The partnership could prove extremely lucrative, especially given Nvidia's recent $100 billion investment in OpenAI. More data centers will mean more demand not just for energy but energy management. 

"We are entering a new era of accelerated computing, where integrated intelligence across power, cooling and operations will redefine data center architectures," said Scott Wallace, director of data center engineering at Nvidia, in a release about the new Schneider designs.

In something of a positive feedback loop, AI is helping to increase energy efficiency, even as it sucks up more energy. This is not just in data centers, but in all of the built environment. 

"To make it very simple, AI can help gain in efficiency four times more than it consumes, at least four to nine times more," said Tricoire.

Power consumption was already being digitized, but it had been difficult to optimize this at scale. 

"Today, for the first time, we've got computing engines that can integrate all the complexity of what you do, what I do, what this data center is doing, what the grid can power, what this power plant can produce, what this solar rooftop can do, in real time and make sure that we consume much better at the right time, the right sort of energy. So it's a revolution of digital energy," Tricoire explained.

The proliferation of energy sources, including solar, wind, geothermal and nuclear, creates a decentralized model of energy production. This is one of the biggest changes in the market. 

"If your home is not consuming any more electricity, because you are autonomous with solar batteries, because you recharge your electric vehicle, then that means you have freed enough power to power a fraction of this data center which is close to you," Tricoire said. "All of us can become, in our enterprises, in our homes, in our daily life, in professional life, actors of this transition, which is more efficient and more sustainable."

Tricoire pointed to other geographies, like Europe, India and China, that are turning to electrification because of a lack of fossil fuels. For them, it is the only way to be more competitive. He said that will lead to further innovation in the sector and push American companies to follow suit — even despite political headwinds in the U.S. for renewable energy. 

"Companies are very pragmatic. If a solution makes money, they will go for it, right? And if, on top of it, it's better for their footprint, they will go even faster," said Tricoire. "There is so much innovation taking place today, and the cost curves of new technologies are going down so fast, that companies are adopting new ways of doing things."

Tricoire has been with the company nearly 40 years and says he has never seen the type of dramatic and swift maturity and growth in energy technology that he's seeing right now.

"I think people are completely underestimating the revolution which will happen in the field of energy in the two decades to come," said Tricoire, adding that the combination of electrification technologies, plus digitization, augmented to a whole new level by AI, creates a number of possibilities that we've never seen before. 

"And the great news is that it's not things that should be deployed in 10 years' time, 20 years' time. Those are technologies that should be or can be deployed today with a great economic return," Tricoire said. 

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

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN SNAP INC. (SNAP), CLICK HERE BEFORE OCTOBER 20, 2025 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

What Is The Lawsuit About? 
The complaint filed alleges that, between April 29, 2025 and August 5, 2025, Defendants failed to disclose to investors that: (1) Snap's optimistic reports of advertising growth and earnings potential fell short of reality as they relied far too heavily on Snap's ability to execute on its potential; (2) Snap was already experiencing the ramifications of a significant execution error when Defendants' claimed a lack of visibility due to macroeconomic conditions; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

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

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

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

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

Contact Us:

The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz,
Telephone: 310-914-5007
Email: [email protected]
Visit our website at: www.frankcruzlaw.com

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

WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?

440k+

Newsrooms &

Influencers

9k+

Digital Media

Outlets

270k+

Journalists

Opted In

NEW YORK--(BUSINESS WIRE)--Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into MoonLake Immunotherapeutics (NASDAQ: MLTX) for potential violations of the federal securities laws.

Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into MoonLake Immunotherapeutics (NASDAQ: MLTX) for potential violations of the federal securities laws.

Share
If you invested in MoonLake, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/moonlake-immunotherapeutics.

Why Is MoonLake being Investigated?

MoonLake is a clinical stage biotechnology company focusing on therapies to address inflammatory skin and joint diseases. During the relevant period, MoonLake conducted highly anticipated Phase 3 VELA trials for sonelokimab, an investigational therapeutic designed to treat inflammatory diseases, in adult participants with moderate to severe hidradenitis suppurativa.

On September 29, 2025, before market hours, MoonLake reported its week 16 results of the VELA Phase 3 trials. The company reported disappointing results for both trials, calling into question the drug’s chances for regulatory approval and commercial viability. On this news, the price of MoonLake stock fell $55.75 per share, or nearly 90%, from $61.99 per share on September 28, 2025, to $6.24 per share on September 29, 2025.

Click here for more information: https://www.bfalaw.com/cases/moonlake-immunotherapeutics.

What Can You Do?

If you invested in MoonLake you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/moonlake-immunotherapeutics

Or contact:

Ross Shikowitz

[email protected]

212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/moonlake-immunotherapeutics

Attorney advertising. Past results do not guarantee future outcomes.

Amid potential near-term volatility, global growth concerns and a complex geopolitical environment, investors are likely to become more risk-averse with time, turning their attention to more stable investment strategies like value investing.

Value investing focuses on purchasing stocks that are undervalued, based on some fundamental analysis, relative to their intrinsic value. Value investors actively seek out stocks currently overlooked by the market and aim to profit by purchasing them at a discount compared to their intrinsic value.

By purchasing and holding these undervalued stocks for the long term, value investors rely on the expectation that the market will eventually recognize their true value, allowing them to reap significant rewards.

Value stocks aim to exploit market inefficiencies, investor sentiment and short-term fluctuations, offering the potential for higher returns with lower volatility than growth stocks.

The Case for Value InvestingWall Street is likely to face added economic uncertainty, as legal uncertainties around tariffs and the Supreme Court’s upcoming ruling could weigh on sentiment and trigger a negative market reaction. In this environment, value investing stands out as an attractive strategy for investor portfolios.

With Fed Chair Jerome Powell cautioning that equities appear overvalued, value investing could offer a timely and strategic advantage. Even a comment hinting at caution or challenging market expectations can trigger investor panic, leading to widespread sell-offs, ultimately hurting the market. Even so, the possibility of a downturn is enough to push risk-averse investors toward value investing.

According to CNBC, the S&P 500 took a breather from its recent rally as investors questioned the sustainability of the AI boom and whether the top AI firms have enough energy to fuel their growth plans. Rising concerns regarding the sustainability of the AI boom highlight the sector’s concentration risks and potential systemic vulnerabilities.

Investing heavily in the technology sector to capitalize on AI’s growth potential comes with increased concentration risks. If the AI-driven stock market bubble bursts, heavily tech-reliant investor portfolios may suffer significant losses. Adopting a value investing approach serves as a strong diversification option for investors seeking to safeguard their portfolios.

Value Investing Made Simple With ETFsValue investing demands patience and discipline, as determining a stock’s intrinsic value involves careful financial analysis and judgment, making the process often complex and time-intensive.

Value investing through ETFs offers investors an easy and accessible way to follow this strategy. Using Value ETFs may present an appealing alternative, simplifying the implementation of the strategy for investors.

Such ETFs focus on stocks characterized by strong fundamentals and robust financial health, which trade below their intrinsic value, representing undervaluation. They offer the potential for higher, more stable returns and lower volatility than growth and blend stocks.

Value funds act as a cushion against market volatility. Additionally, Value ETFs can serve as a source of income through dividends. Investors with a medium to long-term investment horizon are better positioned to benefit from this strategy, making it particularly suited for those focused on long-term investing.

Below, we have highlighted a few value ETFs for investors looking to implement a value investing strategy.

Investors can consider Vanguard Value ETF (VTV - Free Report) , JPMorgan Active Value ETF (JAVA - Free Report) , Avantis U.S. Large Cap Value ETF (AVLV - Free Report) , iShares Russell Mid-Cap Value ETF (IWS - Free Report) and Vanguard Small Cap Value ETF (VBR - Free Report) .

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

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

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.

By Reuters

September 30, 20254:06 PM UTCUpdated ago

A man walks past a branch of the BBVA bank, with a poster referring to the Spanish lender's takeover bid for smaller rival Sabadell, in Bilbao, Spain, March 24, 2025. REUTERS/Vincent West Purchase Licensing Rights, opens new tab

MADRID, Sept 30 (Reuters) - The board of Spanish lender Sabadell

(SABE.MC), opens new tab on Tuesday advised its shareholders to reject BBVA's

(BBVA.MC), opens new tab improved hostile takeover bid, stating that the offer still significantly undervalued the bank, it said.

However, David Martinez, the largest shareholder on Sabadell's board with a 3.86% holding through Fintech Europe, said he would accept BBVA's recent sweetener. The bid is currently worth around 16.97 billion euros ($19.91 billion).

Sign up here.

($1 = 0.8524 euros)

Reporting by Jesús Aguado

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Image: Bigstock

Read MoreHide Full Article

Key Takeaways RCL achieved a 110% load factor in Q2, with demand boosted by new ships and close-in bookings.The fleet pipeline includes Celebrity Xcel in 2025 and seven more ships scheduled through 2028.
RCL faces rising fuel expenses and higher operating costs, pressuring profitability and margins.
Royal Caribbean Cruises Ltd. (RCL - Free Report) is capitalizing on strong demand and robust booking trends, supported by strategic innovations and the launch of segment-leading new ships. The company has emphasized strategic investments in digital platforms, fleet expansion, private destinations and enhanced guest experiences — all of which have contributed to positive customer sentiment.

Other industry players that share space with RCL, including Carnival Corporation & plc (CCL - Free Report) , Norwegian Cruise Line Holdings Ltd. (NCLH - Free Report) and OneSpaWorld Holdings Limited (OSW - Free Report) , are also benefiting from favorable market conditions and sustained demand for discretionary spending. The sector is currently experiencing heightened consumer enthusiasm, reflected in stronger booking patterns and a clear shift toward premium offerings.

However, Royal Caribbean’s prospects are somewhat hindered by the increased fuel costs and uncertain macroeconomic environment.

What Makes RCL Stock Attractive?Robust Demand: Royal Caribbean continues to benefit from extraordinarily high demand. Since the last earnings report, bookings have increased, especially for close-in sailings, which reflects consumers' rising demand for leisure travel. In the second quarter, the company achieved a load factor of 110% — two percentage points higher than last year — driven by contributions from new ships as well as like-for-like improvements across existing itineraries, reinforcing the sustained strength of demand for its brands.

Additionally, onboard spending and pre-cruise purchases continue to outpace prior years, supported by strong digital channel performance. Consumer intent remains resilient, with 75% of travelers planning to maintain or increase leisure spending over the next year and more than half booking closer to departure. Younger demographics, particularly millennials and Gen Z — now comprising over half of the customer base — are increasingly choosing cruises for milestone celebrations, reinforcing sustained demand momentum.

New Ship Addition: Royal Caribbean’s expanding fleet continues to be a key growth driver. In the near term, the company will launch Celebrity Xcel in the fourth quarter of 2025, following the recent delivery of Star of the Seas.

Looking ahead, RCL maintains a robust pipeline of seven new ships scheduled for delivery through 2028, ensuring sustained momentum and moderate capacity growth. This includes Legend of the Seas in 2026, the Icon 4, the launch of the first Celebrity River cruise ship in 2027, and finally, the seventh Oasis 7 and the next-generation Celebrity Edge-class vessel Edge 6 in 2028. These new builds are designed to lead in innovation, elevate guest experiences and align with evolving customer preferences.

Strategic Expansion of Destination: Royal Caribbean is strategically expanding its portfolio of exclusive, high-yield destinations to elevate guest experiences and further differentiate its brand offerings. The company plans to launch its Bahamas-based Royal Beach Club in late 2025, followed by Royal Beach Club Cozumel in 2026 and the large-scale Perfect Day Mexico in 2027. In addition, Royal Caribbean has strengthened its destination footprint through the completed acquisition of the Port of Costa Maya and begun development. These prime, purpose-built destinations are designed to deliver consistent long-term returns, strong yields and exceptional guest appeal.

Factors Hindering GrowthHigh Costs & Expenses: Amid ongoing market uncertainties, Royal Caribbean continues to operate with an elevated cost structure, posing risks to profitability and future earnings growth. In the second quarter of 2025, net cruise costs excluding fuel increased 2.1% year over year. While this was below prior guidance — due to the deferral of certain expenses into the second half — the financial impact remains, merely postponed. Management has confirmed that approximately 230 basis points of cost growth in the third quarter will be driven by the timing of Star of the Seas delivery and the carryover of deferred second-quarter expenses.

Looking ahead, net cruise costs excluding fuel are expected to rise by 6% to 6.5% in the third quarter, with further inflationary pressure anticipated from investments in new private destinations such as Royal Beach Club Paradise Island and the recently acquired Costa Maya port. Additionally, the company projects full-year fuel expenses of $1.14 billion, adding to overall cost challenges.

A Brief Review of Other PlayersCarnival Corporation: The company is benefiting from resilient travel demand, stronger booking trends, higher onboard spending, and disciplined cost management. Carnival is also prioritizing fleet optimization, new ship launches and targeted marketing investments to capture rising global demand. It surpassed its 2026 SEA Change financial targets 18 months ahead of schedule, with adjusted EBITDA per Average lower berth day (ALBD) growing 52% and adjusted return on invested capital (ROIC)  increasing more than 12.5% in less than two years.

Norwegian Cruise Line: The company’s prospects are supported by strong consumer demand, solid onboard spending and benefits realized from strategic growth initiatives. Bookings were strong across all three brands, driving advance ticket sales to a record $4 billion at the end of the second quarter of 2025. Also, the company's focus on fleet management strategy, including new ship additions and existing fleet enhancements, is encouraging for its long-term prospects. NCLH is investing in systems to support top-line growth.

OneSpaWorld: Strong customer demand, high onboard spending and the company's ongoing expansion of its health and wellness offerings are all contributing to its growth prospects. By extending medi-spa services, IV Therapy and Acupuncture, and next-generation treatments like Thermage FLX and CoolSculpting Elite, as well as by adding new cruise line partnerships and renewing important alliances, OSW expanded its fleet strategy and achieved over 20% growth in these areas. In the second quarter of 2025, revenues rose 7% year over year, and adjusted EBITDA was up 13% with continued strong and predictable cash flow generation.

Published in consumer-discretionary

Safety is boring—but boring can be the smartest play when markets are stretched thin. With the S&P 500 trading near record highs and the Federal Reserve cutting rates, investors should reconsider the assumption that this cycle will play out like the last. During COVID-19, rate cuts were purely stimulative, aimed at preventing deflation. Today, with inflation still hovering around 3%, the dynamics are very different.

Chewy Today

$40.19 +0.25 (+0.62%)

As of 12:13 PM Eastern

This is a fair market value price provided by Polygon.io. Learn more.

52-Week Range$26.28▼

$48.62P/E Ratio114.69

Price Target$45.84

That’s why stable, cash-generating businesses may become a preferred option for investors seeking shelter from volatility. Enter Chewy NYSE: CHWY. Its subscription-based model offers predictability, and its loyal customer base provides a foundation for consistent revenue. These are the kinds of traits that tend to shine in uncertain markets.

Get Chewy alerts:

It’s also why some analysts have already moved to raise their price targets, aiming to get ahead of a potential upside move. If Chewy ends up outperforming both its sector and the broader market, they’ll be able to say they saw it coming.

Why Wall Street Likes Chewy Stock
Within the consumer staples sector, few names are as recession-resistant as Chewy. Whether the economy is booming or shrinking, or inflation is weighing on consumer wallets, pet spending tends to hold steady. Families consistently make room in their budgets for their pets, which gives Chewy a durable revenue base.

Chewy Stock Forecast Today12-Month Stock Price Forecast:
$45.84
14.36% Upside

Moderate Buy
Based on 26 Analyst Ratings

Current Price$40.09High Forecast$52.00Average Forecast$45.84Low Forecast$40.00Chewy Stock Forecast Details

That reliability is part of the reason analysts and investors are growing more confident. The consensus price target for Chewy stock is now $45.84, implying about 16% upside from current levels. But some are even more bullish. Analyst Michael Morton from Moffett Nathanson recently issued a Buy rating with a $48 price target, suggesting a 21% upside and putting the stock within striking distance of its 52-week high.

Beyond sentiment, the numbers support the story. Chewy currently boasts a gross profit margin of 29.5% and a return on invested capital (ROIC) of 15.7%. ROIC is particularly important because it tends to correlate closely with long-term stock performance and is a key metric for evaluating how efficiently a company reinvests profits to create value.

Investors are clearly paying attention. Despite its high price-to-earnings (P/E) ratio of 113.3x—a steep premium compared to the retail sector average of 20.2x—buyers are still stepping in. That kind of premium reflects expectations of future growth, and a willingness to pay for a business with durable earnings potential. For more context, you can compare Chewy with its industry competitors.

Institutional Optimism Builds
It’s not just analysts or market multiples sending a signal—institutional capital is following suit. In August 2025, Invesco Ltd. increased its stake in Chewy by 34.7%, bringing its position to $306.3 million, or 1.7% ownership of the entire company.

While some might point to selling from BC Partners during the same period, that move is more reflective of portfolio rebalancing than waning conviction—especially after Chewy gained 18.4% year-to-date, outperforming the S&P 500 by nearly five percentage points.

This type of rebalancing is common when a large position grows oversized following a strong run. What’s more telling is what Chewy did next: the company repurchased the $500 million stake (roughly 3% of its market cap) directly from BC Partners.

Rather than simply walking away with cash, management reinvested in the business—an action that signals strong insider confidence in Chewy’s long-term value. It also supports the idea that the stock is still undervalued, reinforcing analysts' decision to raise their targets.

Should You Invest $1,000 in Chewy Right Now?Before you consider Chewy, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Chewy wasn't on the list.

While Chewy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Learn the basics of options trading and how to use them to boost returns and manage risk with this free report from MarketBeat. Click the link below to get your free copy.

Get This Free Report

Pfizer Inc (NYSE:PFE, ETR:PFE) shares jumped 3.5% after Donald Trump said the drugmaker would be the first company offering lower prices on its prescription drugs.

Under a new agreement with the White House, the company will offer "major discounts" under the "most favoured nation" drug pricing order established earlier this year. 

The President said in a video address that Pfizer would offer discounts "across the board", with between 50% and 100% off the former price sold in the country, "some cases more than that". 

Medicines will be available for direct purchase on a US government website. It was reported that Pfizer will begin selling its medications directly to consumers through a newly branded TrumpRx website.

Trump said the administration was working with other major pharmaceutical countries on similar agreements. 

The deal is aimed at aligning US drug prices with those in other wealthy countries. 

Pfizer is the first major drugmaker to publicly agree to the plan outlined in a May executive order signed by President Trump.

In addition to the pricing commitment, the company is expected to announce a $70 billion investment in US research, development and manufacturing. 

Key Takeaways NKE reports quarterly results after the close on September 30th. Shares have struggled over recent years due to muted growth. An inability to capture consumers' wants post-COVID has weighed heavily.
NIKE (NKE - Free Report) shares have experienced suboptimal price action over recent years, underperforming significantly on the back of quarterly results that have shown muted growth.

Tariff exposure has not helped sentiment either in 2025. In addition, the company has largely been unable to capture consumers’ wants, helping further explain NKE’s recent struggles.

But with the company on deck to reveal quarterly results this week – can we expect a positive showing? Let’s take a closer look.

Can Nike Shares Bounce?Weak quarterly results have been a major thorn in NKE’s side for multiple periods now, regularly dragging down sentiment. An inability to capture consumers’ wants post-COVID has been a big red flag, also attributing big to the weak sales growth.

Below is a chart illustrating the company’s sales on a quarterly basis.

Image Source: Zacks Investment Research

Positive commentary surrounding upcoming periods was enough for the stock to enjoy a nice post-earnings rise following its latest release, but results were primarily soft. Sales of $11.1 billion throughout the period fell 12% YoY, whereas its gross margin contracted to 40.3% vs. 44.7% in the same period last year.

Below is a chart illustrating the company’s margins on a quarterly basis. Please note that the values are calculated on a trailing twelve-month basis.

Image Source: Zacks Investment Research

Headwinds that are expected to moderate in the coming periods, according to CEO Matthew Friend, help explain the surge post-earnings, perhaps indicating that the ‘worst’ may be over. EPS revisions for the quarter have been stable, with the current $0.60 Zacks Consensus EPS estimate reflecting a 60% year-over-year decline.

Revenue revisions have actually shown a nice chunk of positivity, with the $11.0 billion expected getting revised 0.5% higher over the last several months. Sales are expected to decline 5% year-over-year, reflecting another period of soft sales.

Image Source: Zacks Investment Research

Still, it’s worth noting that while the YoY sales growth rate is expected to be negative, the forecasted decline is vastly improved relative to other recent periods of -12%, -9.3%, and -7.7% across its last three periods, respectively.

And the stock certainly doesn’t reflect a strong value proposition right now, further reinforced by its Style Score of ‘D’ for Value. Shares presently trade at a 35.1X forward 12-month earnings multiple, well above the 30.8X five-year median and reflecting a 50% premium relative to the S&P 500.

Image Source: Zacks Investment Research

Bottom Line

NIKE (NKE - Free Report) has found itself in a tough position post-COVID, struggling to capture consumers’ wants and facing declining sales as a result. The stock is currently a Zacks Rank #4 (Sell), warranting deserved caution.

It currently seems that investors would be better off staying away from shares until we see positive guidance, which could come following its release this week. But over recent years, the company has struggled to right the ship.