Track market-moving stories before they get noisy

While artificial intelligence (AI) infrastructure stocks have helped lead the market higher over the past few years, more recently, these stocks have come under pressure. There is some fear of an eventual slowdown in the data center build-out, but this does look more like a typical market breather after a nice run.

Three of my favorite semiconductor stocks to buy on this sell-off are Nvidia (NVDA +0.29%), Advanced Micro Devices (AMD 3.40%), and Broadcom (AVGO +1.28%). All three still have huge growth opportunities in front of them, and spending on AI data centers should remain strong for many years.

Image source: The Motley Fool.

Nvidia The pullback in Nvidia's stock has taken its valuation down to a forward price-to-earnings ratio (P/E) of 16 times analysts' estimates for its fiscal 2028 (which ends in January 2028). That makes it one of the best bargains in the chip space. Given the moat its CUDA software platform has established, the company is set to continue dominating the market for AI model training, as most foundational AI code was written on CUDA and optimized for its graphics processing units (GPUs).

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And while the use of data center processing power is shifting toward more inference and agentic AI workloads, the company is also well positioned here. Nvidia has transformed itself from a simple GPU maker into a complete AI infrastructure player, offering end-to-end servers designed for specific AI tasks. Its acquisition of Groq gave it chips designed specifically for inference, which it has incorporated into its CUDA ecosystem. Meanwhile, its networking portfolio has become the fastest-growing part of its business.

With strong growth still ahead, Nvidia remains a top stock to own, and a good buy at its discounted valuation.

AMD Advanced Micro Devices is currently riding two of the hottest trends in AI: inference and agentic AI. The company's chip offerings make it much better positioned to take a larger slice of the AI inference pie, and it already has large GPU deals in place with OpenAI and Meta Platforms.

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Inference is much more about fast memory access than raw compute power, and this is where AMD has focused its efforts. Its chiplet design allows its GPUs to be packaged with more memory, while its recent acquisition of memory optimization platform MEXT will allow it to virtually expand memory capacity without sacrificing performance, helping customers reduce costs.

At the same time, the company is set to ride a powerful wave in agentic AI. While other types of AI workloads have largely needed GPUs to provide their processing power, agentic AI workflows require more participation from central processing units (CPUs).

AMD has long been a leader in data center CPUs, and as AI agents proliferate, the need for CPUs is expected to grow rapidly. In fact, the GPU-to-CPU ratio in new data centers is expected to shrink from 8 to 1 for training to 1 to 1 for agentic AI. AMD has projected that the data center CPU market will double in size to $120 billion by 2030. It is already developing CPUs specifically for agentic AI.

With huge revenue growth ahead of it, AMD is a top stock to buy after its sell-off.

Broadcom Broadcom has been one of the biggest beneficiaries of the trend among hyperscalers to deploy custom AI accelerators to help save costs. It helped Alphabet develop its Tensor Processing Units (TPUs), and with the search giant set to spend up to $190 billion on AI infrastructure this year, Broadcom is set to see rapid growth. Adding to that, Alphabet has agreed to sell Anthropic $21 billion worth of TPUs.

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The success of TPUs led other hyperscalers to turn to Broadcom for help in developing custom AI chips. It expects this to grow into a more than $100 billion business in its fiscal 2027, while Citigroup has projected that Broadcom's AI revenue could rise to $180 billion in its fiscal 2028. The company also has a fast-growing data center networking business, and after signing a $30 billion deal with Apple (AAPL +3.95%), its non-AI chip business also looks set for a turnaround.

The stock is trading at a forward P/E of just 20 times fiscal 2027 estimates. Given its potential explosive growth, that's too cheap, and makes it an attractive buy.

Citigroup is an advertising partner of Motley Fool Money. Geoffrey Seiler has positions in Advanced Micro Devices, Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Broadcom, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.

D.R. Horton (DHI - Free Report) closed at $151.55 in the latest trading session, marking a +1.04% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.62%.

Heading into today, shares of the homebuilder had lost 4.06% over the past month, lagging the Construction sector's loss of 2.55% and the S&P 500's gain of 1.61%.

Investors will be eagerly watching for the performance of D.R. Horton in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on July 21, 2026. The company is forecasted to report an EPS of $2.99, showcasing a 11.01% downward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $9.18 billion, showing a 0.44% drop compared to the year-ago quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $10.6 per share and a revenue of $33.85 billion, representing changes of -8.38% and -1.16%, respectively, from the prior year.

It is also important to note the recent changes to analyst estimates for D.R Horton. These revisions help to show the ever-changing nature of near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.31% higher within the past month. D.R. Horton currently has a Zacks Rank of #3 (Hold).

In terms of valuation, D.R. Horton is currently trading at a Forward P/E ratio of 14.15. This represents a discount compared to its industry average Forward P/E of 14.45.

Investors should also note that DHI has a PEG ratio of 2.1 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Building Products - Home Builders industry had an average PEG ratio of 2.45 as trading concluded yesterday.

The Building Products - Home Builders industry is part of the Construction sector. This industry, currently bearing a Zacks Industry Rank of 176, finds itself in the bottom 29% echelons of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow DHI in the coming trading sessions, be sure to utilize Zacks.com.

Array Technologies, Inc. (ARRY - Free Report) ended the recent trading session at $6.37, demonstrating a +1.43% change from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq increased by 0.62%.

The company's shares have seen a decrease of 20.1% over the last month, not keeping up with the Oils-Energy sector's loss of 1.03% and the S&P 500's gain of 1.61%.

The investment community will be paying close attention to the earnings performance of Array Technologies, Inc. in its upcoming release. The company is slated to reveal its earnings on August 5, 2026. It is anticipated that the company will report an EPS of $0.11, marking a 56% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $323.84 million, reflecting a 10.6% fall from the equivalent quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.73 per share and a revenue of $1.45 billion, signifying shifts of +8.96% and +13.02%, respectively, from the last year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Array Technologies, Inc. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 2.1% higher. Currently, Array Technologies, Inc. is carrying a Zacks Rank of #1 (Strong Buy).

Digging into valuation, Array Technologies, Inc. currently has a Forward P/E ratio of 8.62. This indicates a discount in contrast to its industry's Forward P/E of 21.44.

It's also important to note that ARRY currently trades at a PEG ratio of 0.74. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Solar industry had an average PEG ratio of 0.93 as trading concluded yesterday.

The Solar industry is part of the Oils-Energy sector. This group has a Zacks Industry Rank of 59, putting it in the top 24% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

In the latest close session, Western Union (WU - Free Report) was up +2.03% at $8.04. This move outpaced the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.29%, and the Nasdaq, a tech-heavy index, added 0.62%.

Prior to today's trading, shares of the money transfer company had gained 8.54% outpaced the Business Services sector's gain of 3.36% and the S&P 500's gain of 1.61%.

The investment community will be paying close attention to the earnings performance of Western Union in its upcoming release. In that report, analysts expect Western Union to post earnings of $0.43 per share. This would mark year-over-year growth of 2.38%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.02 billion, down 0.85% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.75 per share and a revenue of $4.2 billion, indicating changes of 0% and +3.73%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for Western Union. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.66% lower. Western Union is currently sporting a Zacks Rank of #4 (Sell).

In terms of valuation, Western Union is presently being traded at a Forward P/E ratio of 4.51. This represents a discount compared to its industry average Forward P/E of 10.43.

One should further note that WU currently holds a PEG ratio of 1.01. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Financial Transaction Services industry currently had an average PEG ratio of 0.84 as of yesterday's close.

The Financial Transaction Services industry is part of the Business Services sector. Currently, this industry holds a Zacks Industry Rank of 67, positioning it in the top 28% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Shares of Aehr Test Systems (AEHR +21.76%) rose sharply on Wednesday after the semiconductor equipment maker issued an upbeat artificial intelligence (AI)-fueled growth forecast for the year ahead.

Image source: Getty Images.

Demand for AI chip testing is surging Aehr's systems enable chipmakers to stress-test their chips under extreme conditions and identify potential issues earlier in the production process. In this way, Aehr helps to ensure the quality and reliability of a range of semiconductor products while reducing manufacturing costs for its customers.

Perhaps unsurprisingly, given these benefits, demand for Aehr's testing solutions is soaring.

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Aehr's net revenue jumped 33% year over year to $18.8 million in its fiscal 2026 fourth quarter, which ended on May 29.

The chip test leader saw record bookings of $60.7 million, more than fivefold the prior-year quarter. That brought its effective backlog to $100.6 million when including bookings that occurred after the quarter's end.

"Demand from AI-related applications continued to accelerate," CEO Gayn Erickson said.

All told, Aehr's adjusted net income improved to $3.6 million, or $0.11 per share, compared to a loss of $0.2 million, or $0.01 per share, in the year-ago period. That was significantly better than Wall Street's estimates, which had called for an adjusted loss of $0.01 per share.

2027 should be another year of impressive growth Looking ahead, Aehr sees revenue rising by 160% to 200% to between $130 million and $150 million in fiscal 2027, with an adjusted net margin of up to 22%.

Management highlighted AI processors, silicon photonics, and memory chips as potentially powerful growth drivers for its testing solutions.

"With multiple customers entering or expanding production, a record backlog, and additional opportunities under discussion ... we believe Aehr is well positioned for multiple years of strong revenue growth," Erickson said.

, /PRNewswire/ -- QuidelOrtho Corporation (Nasdaq: QDEL)("QuidelOrtho"), a leading global provider of diagnostic solutions, today announced that the Compensation Committee of the Company's Board of Directors approved the grant of restricted stock units ("RSUs") with respect to 356,555 shares of the Company's common stock (the "Inducement Grant") to Micah Young, the Company's Chief Financial Officer and principal financial officer. The Inducement Grant was granted pursuant to the Company's 2026 Inducement Plan and as an inducement material to Mr. Young's entering into employment with the Company in accordance with Nasdaq Listing Rule 5635(c)(4).

The 2026 Inducement Plan is used exclusively for the grant of equity awards to individuals who were not previously employees of QuidelOrtho, or following a bona fide period of non-employment, as an inducement material to such individuals entering into employment with QuidelOrtho, pursuant to Nasdaq Listing Rule 5635(c)(4).

The RSUs were granted with a grant date of July 15, 2026, and will vest in equal annual installments on the first three anniversaries of the grant date, subject to Mr. Young's continued employment with the Company through each applicable vesting date. The RSUs are subject to the terms and conditions of the 2026 Inducement Plan and the terms and conditions of a RSU award agreement covering the grant.

QuidelOrtho is dedicated to advancing diagnostics to power a healthier future. For more information, please visit quidelortho.com and follow QuidelOrtho on LinkedIn, Facebook and X.

About QuidelOrtho Corporation

With expertise spanning clinical chemistry, immunoassay, immunohematology and molecular testing, QuidelOrtho Corporation (Nasdaq: QDEL) is a leading global provider of diagnostic solutions, dedicated to advancing fast, accurate and reliable results that help improve patient outcomes – from the point of care to hospital, lab to clinic. Building on a legacy of innovation, QuidelOrtho works with healthcare providers to advance diagnostics that connect insights with solutions, defining a clearer path for informed decisions and better care.

Investor Contact:
Juliet Cunningham
Vice President, Investor Relations
[email protected]

Media Contact:
Stephanie Kleewein
Senior Corporate Communication and PR Manager
[email protected]

SOURCE QuidelOrtho Corporation

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the "Class Period"), of the importantAugust 28, 2026 lead plaintiff deadline.

So what: If you purchased Hub Group securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements—caused by the premature and incorrect recognition of certain transactions—concerning, inter alia, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements—caused by the understatement of purchased transportation costs and accounts payable —concerning, inter alia, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected] 
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

In the latest close session, Commvault Systems (CVLT - Free Report) was down 1.68% at $146.13. The stock's change was less than the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.29%, and the Nasdaq, a tech-heavy index, added 0.62%.

Coming into today, shares of the data-management software company had gained 18.7% in the past month. In that same time, the Computer and Technology sector lost 0.53%, while the S&P 500 gained 1.61%.

Market participants will be closely following the financial results of Commvault Systems in its upcoming release. The company plans to announce its earnings on July 28, 2026. The company's earnings per share (EPS) are projected to be $1.18, reflecting a 16.83% increase from the same quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $311.03 million, up 10.3% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.22 per share and a revenue of $1.31 billion, indicating changes of +20% and +10.52%, respectively, from the former year.

It's also important for investors to be aware of any recent modifications to analyst estimates for Commvault Systems. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.88% higher. Commvault Systems currently has a Zacks Rank of #3 (Hold).

In the context of valuation, Commvault Systems is at present trading with a Forward P/E ratio of 28.46. This signifies a premium in comparison to the average Forward P/E of 15.93 for its industry.

The Computer - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 89, placing it within the top 37% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

In the latest close session, Bloom Energy (BE - Free Report) was down 1.65% at $239.38. The stock trailed the S&P 500, which registered a daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq increased by 0.62%.

Prior to today's trading, shares of the developer of fuel cell systems had lost 13.34% lagged the Oils-Energy sector's loss of 1.03% and the S&P 500's gain of 1.61%.

The investment community will be paying close attention to the earnings performance of Bloom Energy in its upcoming release. The company is slated to reveal its earnings on July 28, 2026. The company's upcoming EPS is projected at $0.39, signifying a 290.00% increase compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $766.88 million, indicating a 91.13% growth compared to the corresponding quarter of the prior year.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.07 per share and revenue of $3.72 billion. These totals would mark changes of +172.37% and +83.86%, respectively, from last year.

Investors might also notice recent changes to analyst estimates for Bloom Energy. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 3.9% increase. As of now, Bloom Energy holds a Zacks Rank of #1 (Strong Buy).

From a valuation perspective, Bloom Energy is currently exchanging hands at a Forward P/E ratio of 117.77. This signifies a premium in comparison to the average Forward P/E of 18.01 for its industry.

The Alternative Energy - Other industry is part of the Oils-Energy sector. This industry currently has a Zacks Industry Rank of 81, which puts it in the top 33% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.

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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.

July 15, 2026 20:15 ET  | Source: Alkane Resources Limited

PERTH, Western Australia, July 15, 2026 (GLOBE NEWSWIRE) -- Alkane Resources Limited (ASX: ALK, TSX: ALK, OTCQX: ALKRY) (‘Alkane’) will release its Q4 FY2026 Operating Financial Results on 21 July 2026. Following this, the Managing Director & CEO, Mr Nic Earner, and CFO, Mr James Carter, will host a conference call and webcast to discuss these results. Details to participate are as follows:        

The accompanying presentation slides will be available on the Company’s website – HERE.A replay of the webcast will be available on the Company’s website – HERE.Investors may submit questions for the event by sending their questions to [email protected].
This document has been authorised for release to the market by Nic Earner, Managing Director and CEO.

ABOUT ALKANE ‐ alkres.com ‐ ASX:ALK | TSX: ALK | OTCQX: ALKRY

Alkane Resources (ASX:ALK; TSX:ALK; OTCQX:ALKRY) is an Australia-based gold and antimony producer with a portfolio of three operating mines across Australia and Sweden. The Company has a strong balance sheet and is positioned for further growth.

Alkane’s wholly owned producing assets are the Tomingley open pit and underground gold mine southwest of Dubbo in Central West New South Wales, the Costerfield gold and antimony underground mining operation northeast of Heathcote in Central Victoria, and the Björkdal underground gold mine northwest of Skellefteå in Sweden (approximately 750km north of Stockholm). Ongoing near-mine regional exploration continues to grow resources at all three operations.

Alkane also owns the very large gold-copper porphyry Boda-Kaiser Project in Central West New South Wales and has outlined an economic development pathway in a Scoping Study. The Company has ongoing exploration within the surrounding Northern Molong Porphyry Project and is confident of further enhancing eastern Australia’s reputation as a significant gold, copper and antimony production region.

Interactive Analyst Centre™
Comprehensive financial, operational, resource and reserve information for Alkane Resources is available through the Interactive Analyst Centre™ located in the Investors section of our website at alkres.com.

CONTACT:  NIC EARNER, MANAGING DIRECTOR & CEO, ALKANE RESOURCES LTD, TEL +61 8 9227 5677

INVESTORS & MEDIA:  NATALIE CHAPMAN, CORPORATE COMMUNICATIONS MANAGER, TEL +61 418 642 556

Leidos (LDOS - Free Report) closed at $108.21 in the latest trading session, marking a +1.55% move from the prior day. This change outpaced the S&P 500's 0.38% gain on the day. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.62%.

Shares of the security and engineering company witnessed a loss of 6.18% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 0.53%, and the S&P 500's gain of 1.61%.

Market participants will be closely following the financial results of Leidos in its upcoming release. The company plans to announce its earnings on August 4, 2026. The company is predicted to post an EPS of $2.9, indicating a 9.66% decline compared to the equivalent quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $4.39 billion, indicating a 3.21% growth compared to the corresponding quarter of the prior year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $12.3 per share and a revenue of $18.1 billion, indicating changes of +2.59% and +5.42%, respectively, from the former year.

It is also important to note the recent changes to analyst estimates for Leidos. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.41% upward. Leidos is currently sporting a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that Leidos has a Forward P/E ratio of 8.66 right now. This denotes a discount relative to the industry average Forward P/E of 12.97.

It is also worth noting that LDOS currently has a PEG ratio of 1.56. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Computers - IT Services industry held an average PEG ratio of 0.99.

The Computers - IT Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 79, this industry ranks in the top 33% of all industries, numbering over 250.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

KLA (KLAC - Free Report) closed the most recent trading day at $224.50, moving -2.55% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.38%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq added 0.62%.

Shares of the maker of equipment for manufacturing semiconductors have depreciated by 2.93% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.53%, and the S&P 500's gain of 1.61%.

The investment community will be paying close attention to the earnings performance of KLA in its upcoming release. The company is slated to reveal its earnings on July 28, 2026. The company's earnings per share (EPS) are projected to be $1, reflecting a 6.38% increase from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $3.61 billion, up 13.57% from the prior-year quarter.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.62 per share and a revenue of $13.53 billion, indicating changes of +8.71% and +11.28%, respectively, from the former year.

Investors should also note any recent changes to analyst estimates for KLA. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.64% higher. Right now, KLA possesses a Zacks Rank of #3 (Hold).

With respect to valuation, KLA is currently being traded at a Forward P/E ratio of 45.68. This signifies a premium in comparison to the average Forward P/E of 25.13 for its industry.

One should further note that KLAC currently holds a PEG ratio of 2.19. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Electronics - Miscellaneous Products industry was having an average PEG ratio of 1.69.

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 58, putting it in the top 24% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

In the latest trading session, Okta (OKTA - Free Report) closed at $150.86, marking a -2.43% move from the previous day. This change lagged the S&P 500's daily gain of 0.38%. Elsewhere, the Dow saw an upswing of 0.29%, while the tech-heavy Nasdaq appreciated by 0.62%.

The stock of cloud identity management company has risen by 32.98% in the past month, leading the Computer and Technology sector's loss of 0.53% and the S&P 500's gain of 1.61%.

Investors will be eagerly watching for the performance of Okta in its upcoming earnings disclosure. The company is predicted to post an EPS of $0.96, indicating a 5.49% growth compared to the equivalent quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $792.14 million, indicating a 8.81% upward movement from the same quarter last year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.83 per share and a revenue of $3.2 billion, signifying shifts of +9.43% and +9.51%, respectively, from the last year.

Investors should also take note of any recent adjustments to analyst estimates for Okta. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.72% higher within the past month. Right now, Okta possesses a Zacks Rank of #2 (Buy).

In the context of valuation, Okta is at present trading with a Forward P/E ratio of 40.38. Its industry sports an average Forward P/E of 52.91, so one might conclude that Okta is trading at a discount comparatively.

It is also worth noting that OKTA currently has a PEG ratio of 2.54. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. By the end of yesterday's trading, the Security industry had an average PEG ratio of 3.27.

The Security industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 46, placing it within the top 19% of over 250 industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

SAN JOSE, Calif.--(BUSINESS WIRE)---- $CDNS #AIforDesign--Cadence (Nasdaq: CDNS) today introduced the AuraStack™ AI Super Agent on Cadence® Allegro® AI Studio, the world's first agentic AI platform for printed circuit board (PCB) and advanced packaging design, taking designers from system planning to final product in a single AI-native environment. The Cadence AuraStack AI Super Agent, accelerated by NVIDIA Blackwell and NVIDIA CUDA-X, coordinates domain-specific AI agents across planning, implementation and tightly.

Imagine AT&T joined a coalition building an alternative to Verizon's network. Then Verizon invested $2 billion in AT&T. After that, Verizon asked AT&T to make its devices and network infrastructure compatible with Verizon's network, too.

That sounds strange. Why invest in a company helping build an alternative to your own network? A version of that relationship is now taking shape in artificial intelligence.

Marvell Technology (MRVL 7.27%) supports UALink, an open interconnect standard designed to give AI chipmakers an alternative to Nvidia's (NVDA +0.29%) proprietary NVLink fabric. Marvell has developed technology that can help customers build custom accelerators, switches, and scale-up networks around the standard.

Then, in March 2026, Nvidia invested $2 billion in Marvell. The companies also announced a strategic partnership covering custom AI chips, NVLink Fusion-compatible networking, optical interconnects, and silicon photonics.

Marvell was helping customers build for an alternative network. Now Nvidia is investing to make sure Marvell can build for its network, too. So has Marvell abandoned UALink? There is no public indication that it has.

The more interesting possibility is that Marvell is becoming valuable because it can build for both sides.

Image source: The Motley Fool.

Nvidia Is Changing What It Means to Win Nvidia built its position in AI around a tightly integrated platform. Its GPUs perform the computing. NVLink connects those GPUs inside large systems. Nvidia's networking equipment moves data across racks and data centers. Its software helps customers operate the entire architecture. Each layer makes the others more valuable.

But hyperscalers want more control. Companies such as Amazon (AMZN +2.97%), Alphabet (GOOG +3.57%) (GOOGL +3.15%) Meta (META +3.06%), and Microsoft (MSFT +2.70%) are developing custom chips for workloads where a specialized processor may cost less, consume less power, or perform a specific task more efficiently than a standard GPU.

Those chips can reduce their dependence on Nvidia.

Nvidia could treat every custom accelerator as a threat. Instead, NVLink Fusion gives the company another way to participate. The technology allows custom CPUs and accelerators to connect to Nvidia's NVLink fabric and rack-scale architecture. Nvidia may not manufacture every processor in the system, but it can still provide the network that allows those processors to work together.

That is the bargain. Nvidia gives customers more freedom at the computing layer. In return, it gets another chance to keep NVLink at the center of the system.

Put more simply: Nvidia may be willing to give up some compute share if NVLink remains the fabric connecting the system.

Marvell Can Sell Customers Either Path This strategy makes Marvell unusually useful. Marvell helps hyperscalers design custom silicon. It also develops the technologies needed to connect that silicon, including high-speed electrical interfaces, switches, copper connectivity, optical signal processors, and silicon photonics.

Marvell's advantage is not any single component. It can help design the processor, choose the fabric, and connect the finished system.

Customers can now take at least two paths. One path uses UALink, an open scale-up interconnect supported by a coalition seeking an alternative to Nvidia's proprietary fabric. The other connects custom chips to Nvidia's ecosystem through NVLink Fusion.

Supporting Nvidia does not require Marvell to stop supporting UALink. Its business is helping customers build the architecture they choose.

One hyperscaler may prefer UALink for greater openness and supplier flexibility. Another may choose NVLink because Nvidia already has a mature software, networking, and rack-scale ecosystem. A large customer could use both for different workloads.

Marvell benefits as long as customers need custom processors and the connectivity required to make them work. Nvidia's investment may therefore be less about breaking the UALink coalition and more about preventing custom silicon from automatically pushing customers outside Nvidia's ecosystem.

Before NVLink Fusion, choosing a custom accelerator could also mean choosing another scale-up fabric. Now those decisions can be separated. A customer can choose a non-Nvidia processor without necessarily giving up Nvidia's interconnect. Marvell helps make that possible.

AI's Bottleneck Is Expanding Beyond the GPU The partnership is happening because the technical problem inside AI data centers is changing.

The first stage of the AI boom centered on computing power. Companies needed more accelerators to train larger models and serve more users. But adding more processors creates another bottleneck. Those processors must constantly exchange data.

As AI systems grow from individual servers into racks containing dozens of accelerators, and eventually into clusters containing hundreds of thousands of chips, moving information becomes almost as important as processing it.

A fast accelerator cannot deliver its full performance if it spends too much time waiting for data from another chip. The system needs more than powerful processors. It needs higher bandwidth, lower latency, cleaner signals, and lower power consumption across every connection.

This is where networking stops being a supporting component and becomes part of the computing architecture itself.

Copper Still Works, but It Needs More Help Copper does not suddenly stop working at 1.6 terabits per second. Marvell's own products demonstrate that.

Its Alaska A 1.6T digital signal processor sits inside an active electrical cable and cleans up the signal as it travels. The chip carries eight lanes running at 200 gigabits per second each. Marvell says the technology allows copper connections to reach beyond three meters inside an AI rack.

But the solution also reveals copper's trade-off. At higher speeds, moving an electrical signal farther requires additional silicon to retime, reconstruct, and correct the data. That adds power, cost, and complexity.

Copper remains attractive across the shortest connections. Passive copper can provide low latency and low power when chips sit close together. Active electrical cables extend that reach by adding signal processing.

Optics becomes more practical as the distance grows. Optical modules convert electrical data into light, send that light through fiber, then recover and correct the signal at the other end. Fiber can carry enormous amounts of data over greater distances with less signal degradation than copper.

The future will not be entirely copper or entirely optical. Copper will remain important inside racks. Optics will move closer to the processors as AI systems require more bandwidth across racks, rows, buildings, and data center campuses. Marvell supplies technology for both.

Rubin Raises the Networking Stakes The problem becomes more important as Nvidia moves into the Rubin generation. Rubin is not simply a faster GPU.

More computing power means more traffic moving among processors, memory, switches, and storage. Each increase in computing density puts greater pressure on the surrounding network.

The GPU can improve, but the rest of the system has to keep up. That creates demand for technologies Marvell has spent years developing. Its SerDes technology sends and receives high-speed electrical signals between chips. Its switches direct traffic through the network. Its optical DSPs prepare and recover data traveling through fiber. Its custom-silicon business helps customers design processors around specific workloads.

These products solve different parts of the same problem: keeping an increasingly large AI system operating as one coordinated machine. For Marvell, Rubin is more than another Nvidia product cycle. It expands the connectivity problem Marvell is positioned to solve.

It also explains why Nvidia might want Marvell closer. Nvidia's future performance depends partly on technologies outside the GPU. A faster processor cannot deliver its full value if networking, signal integrity, or power consumption becomes the limiting factor.

Polariton Is a Bet on the Next Optical Limit Marvell is already preparing for another increase in optical speeds. In April 2026, the company acquired Polariton Technologies, a developer of plasmonics-based modulation technology.

A modulator turns electrical data into changes in light that can travel through an optical connection. As data rates rise, conventional optical components face harder trade-offs involving bandwidth, size, signal quality, and power consumption.

Marvell says Polariton's technology can advance its optical roadmap toward 3.2T connections and beyond. The acquisition does not guarantee commercial success. Promising photonics technology still has to move from technical demonstrations into reliable, economical, high-volume manufacturing. Competitors are investing in other approaches. Adoption may take longer than investors expect.

But the strategic logic is clear. AI systems will need more bandwidth. Optics will need to move closer to the processors. Power efficiency will become more important. Marvell is buying technology aimed at those constraints before the market fully arrives.

The $2 Billion Is a Strategic Signal, Not Proof Nvidia's investment gives this relationship more weight than an ordinary supplier agreement. Nvidia is committing capital to a company that helps hyperscalers develop custom processors and supports a competing scale-up interconnect.

That suggests Nvidia sees strategic value in Marvell's position across the market. But investors should not treat the investment as proof that Marvell will win.

Technical importance does not automatically create attractive economics. Custom-chip design wins can take years to enter production. Large customers can divide projects among several suppliers or bring more work in-house.

Marvell also faces formidable competition. Broadcom has deep custom-silicon relationships and a broad networking portfolio. Nvidia continues developing more of the surrounding infrastructure itself. Other suppliers are investing heavily in switches, connectivity, and optical technologies.

Marvell still has to convert its engineering position into durable revenue, margins, and cash flow.

Marvell May Be More Valuable Because It Has Not Chosen a Side The easy interpretation is that Nvidia's investment brings Marvell into Nvidia's camp. That may be too simple. Marvell can help customers build custom chips that reduce their reliance on Nvidia GPUs. It can support an open fabric such as UALink. It can also connect custom processors to Nvidia's NVLink ecosystem.

Its value may come from not belonging entirely to either side. As AI infrastructure becomes more modular, the boundaries between processors, fabrics, switches, copper links, and optical connections become more difficult to manage.

Marvell is positioning itself at those boundaries. Nvidia's $2 billion investment suggests those boundaries are becoming strategically important. The investment question is whether Marvell can turn that position into lasting economics. If it can, its opportunity will not depend on defeating Nvidia or abandoning UALink.

It will come from becoming one of the companies that both sides need to build the next generation of AI infrastructure.

In the latest close session, ATI (ATI - Free Report) was up +2.19% at $193.59. The stock outperformed the S&P 500, which registered a daily gain of 0.38%. Meanwhile, the Dow gained 0.29%, and the Nasdaq, a tech-heavy index, added 0.62%.

The stock of maker of steel and specialty metals has fallen by 3.5% in the past month, lagging the Aerospace sector's loss of 2.35% and the S&P 500's gain of 1.61%.

The investment community will be closely monitoring the performance of ATI in its forthcoming earnings report. The company is scheduled to release its earnings on August 6, 2026. The company is expected to report EPS of $1.03, up 39.19% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $1.22 billion, indicating a 7.3% increase compared to the same quarter of the previous year.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.49 per share and a revenue of $5 billion, representing changes of +38.58% and +9.04%, respectively, from the prior year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for ATI. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.27% upward. At present, ATI boasts a Zacks Rank of #2 (Buy).

Looking at valuation, ATI is presently trading at a Forward P/E ratio of 42.22. This expresses a premium compared to the average Forward P/E of 36.9 of its industry.

Also, we should mention that ATI has a PEG ratio of 1.51. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. ATI's industry had an average PEG ratio of 2.24 as of yesterday's close.

The Aerospace - Defense Equipment industry is part of the Aerospace sector. This industry currently has a Zacks Industry Rank of 94, which puts it in the top 39% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Datadog (DDOG - Free Report) closed the most recent trading day at $264.46, moving -2.32% from the previous trading session. This change lagged the S&P 500's daily gain of 0.38%. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq increased by 0.62%.

Prior to today's trading, shares of the data analytics and cloud monitoring company had gained 17.14% outpaced the Computer and Technology sector's loss of 0.53% and the S&P 500's gain of 1.61%.

Market participants will be closely following the financial results of Datadog in its upcoming release. In that report, analysts expect Datadog to post earnings of $0.58 per share. This would mark year-over-year growth of 26.09%. In the meantime, our current consensus estimate forecasts the revenue to be $1.08 billion, indicating a 30.22% growth compared to the corresponding quarter of the prior year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $2.41 per share and a revenue of $4.34 billion, signifying shifts of +17.56% and +26.62%, respectively, from the last year.

It is also important to note the recent changes to analyst estimates for Datadog. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 5.3% increase. At present, Datadog boasts a Zacks Rank of #3 (Hold).

Digging into valuation, Datadog currently has a Forward P/E ratio of 112.17. This valuation marks a premium compared to its industry average Forward P/E of 19.89.

One should further note that DDOG currently holds a PEG ratio of 7.32. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Internet - Software industry currently had an average PEG ratio of 1.06 as of yesterday's close.

The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 92, finds itself in the top 38% echelons of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

AeroVironment (AVAV - Free Report) closed the most recent trading day at $141.22, moving -1.57% from the previous trading session. This change lagged the S&P 500's 0.38% gain on the day. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq increased by 0.62%.

Prior to today's trading, shares of the maker of unmanned aircrafts had lost 13.94% lagged the Aerospace sector's loss of 2.35% and the S&P 500's gain of 1.61%.

The upcoming earnings release of AeroVironment will be of great interest to investors. In that report, analysts expect AeroVironment to post earnings of $0.34 per share. This would mark year-over-year growth of 6.25%. Alongside, our most recent consensus estimate is anticipating revenue of $474.57 million, indicating a 4.38% upward movement from the same quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.4 per share and a revenue of $2.18 billion, indicating changes of +2.72% and +10.1%, respectively, from the former year.

It is also important to note the recent changes to analyst estimates for AeroVironment. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 16.36% lower. AeroVironment currently has a Zacks Rank of #3 (Hold).

In the context of valuation, AeroVironment is at present trading with a Forward P/E ratio of 42.25. This expresses a premium compared to the average Forward P/E of 36.9 of its industry.

Meanwhile, AVAV's PEG ratio is currently 2.16. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Aerospace - Defense Equipment industry had an average PEG ratio of 2.24.

The Aerospace - Defense Equipment industry is part of the Aerospace sector. At present, this industry carries a Zacks Industry Rank of 94, placing it within the top 39% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

SAN FRANCISCO, July 15, 2026 (GLOBE NEWSWIRE) -- Hagens Berman (HBSS), a securities litigation leader, is broadening its investigation into Verra Mobility Corp. (NASDAQ: VRRM) following the company's disclosure of an abrupt leadership transition.  The news comes in the wake of a securities action suit stemming from the catastrophic loss of a major contract.

VRRM Investors Submit Your Losses Now to HBSS

Class Period: Feb. 24, 2026 – May 26, 2026
Lead Plaintiff Deadline: Aug. 4, 2026
Visit: www.hbsslaw.com/investor-fraud/vrrm
Contact the Firm Now:
[email protected]
844-916-0895

Leadership Vacuum

On June 1, 2026, Verra Mobility announced that long-time CEO David Roberts has abruptly stepped down, ending a 12-year tenure. This departure follows a volatile period for the company, initiated by the unexpected termination of a key contract with Avis Budget Group—a move that wiped out approximately $1.4 billion in shareholder value.

The Board of Directors has appointed former Chief Transformation and Legal Officer Jon Keyser as interim President and CEO while retaining a global search firm for a permanent replacement. Hagens Berman is investigating whether the departure is causally related to the allegations in the securities class action suit.

Verra Mobility Corporation (VRRM) Securities Class Action:

The complaint alleges Verra made false and misleading statements and did not disclose important information to investors about the true state of the Verra/Avis relationship and the likelihood of Verra receiving an Avis contract renewal.

The truth allegedly emerged on May 26, 2026, when Verra disclosed that it received a termination notice effective September 2026 from Avis regarding the companies’ contract, that it is taking immediate actions to cut costs, adapt operations, and reposition its business, and revised its 2026 outlook that significantly deviated from that given just twenty days prior.

Verra also revealed that it was reviewing the parties’ negotiations and handling of confidential information.

The news promptly sent the price of Verra shares 70% crashing lower on May 27, 2026, amputating $1.4 billion from the company’s market capitalization in a single day.

View our latest video summary of the allegations: youtu.be/FVEw5XACoGA

“Our investigation is focused on the extent to which and when Verra and its executives knew that renegotiations with Avis were far from constructive, as the May 26 surprise reveals,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.

If you invested in Verra and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.

If you’d like more information and answers to other frequently asked questions about the Verra case and the firm’s investigation, read more.

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

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

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

Contact: 
Reed Kathrein, 844-916-0895

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”), of the important August 4, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra’s relationship with Avis Budget Group (“Avis”), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

Teradyne (TER - Free Report) closed the most recent trading day at $342.12, moving -3.15% from the previous trading session. This move lagged the S&P 500's daily gain of 0.38%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq added 0.62%.

The maker of wireless products, data storage and equipment to test semiconductors's stock has dropped by 13.71% in the past month, falling short of the Computer and Technology sector's loss of 0.53% and the S&P 500's gain of 1.61%.

The upcoming earnings release of Teradyne will be of great interest to investors. The company's earnings report is expected on July 28, 2026. On that day, Teradyne is projected to report earnings of $2.04 per share, which would represent year-over-year growth of 257.89%. Meanwhile, our latest consensus estimate is calling for revenue of $1.22 billion, up 86.43% from the prior-year quarter.

TER's full-year Zacks Consensus Estimates are calling for earnings of $7.2 per share and revenue of $4.53 billion. These results would represent year-over-year changes of +81.82% and +42.08%, respectively.

Any recent changes to analyst estimates for Teradyne should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, there's been a 1.59% rise in the Zacks Consensus EPS estimate. Teradyne is holding a Zacks Rank of #2 (Buy) right now.

Investors should also note Teradyne's current valuation metrics, including its Forward P/E ratio of 49.04. This represents a premium compared to its industry average Forward P/E of 25.13.

Also, we should mention that TER has a PEG ratio of 1.02. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Electronics - Miscellaneous Products industry currently had an average PEG ratio of 1.69 as of yesterday's close.

The Electronics - Miscellaneous Products industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 58, positioning it in the top 24% of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow TER in the coming trading sessions, be sure to utilize Zacks.com.

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT) on behalf of investors concerning the Company's possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON PLANET FITNESS, INC. (PLNT), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.What Is The Investigation About?On May 7, 2026, Planet Fitness released its first quarter 2026.

NEW YORK--(BUSINESS WIRE)---- $PLNT #classactionlawsuit--The law firm of Kirby McInerney LLP announces that a class action lawsuit has been filed on behalf of investors who acquired Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT) common stock between November 6, 2025 and May 6, 2026, inclusive (“the Class Period”).If you suffered a loss on your Planet Fitness investments, you have until September 14, 2026 to request lead plaintiff appointment. Courts do not consider lead plaintiff applications submitted.

Home BancShares (HOMB - Free Report) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.23%. A quarter ago, it was expected that this bank holding company would post earnings of $0.6 per share when it actually produced earnings of $0.6, delivering no surprise.

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

Home BancShares, which belongs to the Zacks Banks - Southeast industry, posted revenues of $295.1 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.60%. This compares to year-ago revenues of $271.03 million. The company has topped consensus revenue estimates three times over the last four quarters.

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

Home BancShares shares have added about 4.4% since the beginning of the year versus the S&P 500's gain of 10.2%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.63 on $292.17 million in revenues for the coming quarter and $2.48 on $1.14 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Banks - Southeast is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Simmons First National (SFNC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 16.

This bank holding company is expected to post quarterly earnings of $0.53 per share in its upcoming report, which represents a year-over-year change of +20.5%. The consensus EPS estimate for the quarter has been revised 0.6% higher over the last 30 days to the current level.

Simmons First National's revenues are expected to be $252.05 million, up 17.7% from the year-ago quarter.