Walt Disney (DIS) v posledním obchodním dni klesl o 2,1 % na 97,41 USD, zatímco širší trh rostl. Investoři čekají na výsledky, analytici očekávají EPS 1,88 USD a tržby 25,41 mld. USD.
In the latest trading session, Walt Disney (DIS - Free Report) closed at $97.41, marking a -2.1% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.72%. At the same time, the Dow added 0.3%, and the tech-heavy Nasdaq gained 1.12%.
The entertainment company's stock has dropped by 0.21% in the past month, falling short of the Consumer Discretionary sector's gain of 2.31% and outpacing the S&P 500's loss of 0.9%.
Investors will be eagerly watching for the performance of Walt Disney in its upcoming earnings disclosure. The company's upcoming EPS is projected at $1.88, signifying a 16.77% increase compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $25.41 billion, indicating a 7.44% upward movement from the same quarter last year.
DIS's full-year Zacks Consensus Estimates are calling for earnings of $6.86 per share and revenue of $101.72 billion. These results would represent year-over-year changes of +15.68% and +7.73%, respectively.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Walt Disney. 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 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, 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, there's been a 0.06% rise in the Zacks Consensus EPS estimate. Right now, Walt Disney possesses a Zacks Rank of #3 (Hold).
From a valuation perspective, Walt Disney is currently exchanging hands at a Forward P/E ratio of 14.52. This indicates a discount in contrast to its industry's Forward P/E of 17.12.
It's also important to note that DIS currently trades at a PEG ratio of 1.25. 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. As the market closed yesterday, the Media Conglomerates industry was having an average PEG ratio of 0.65.
The Media Conglomerates industry is part of the Consumer Discretionary sector. This group has a Zacks Industry Rank of 77, putting it in the top 32% of all 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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Verizon Communications uzavřela na 42,07 USD, tedy o 1,15 % níže, a za poslední měsíc klesla o 6,19 %. Trh očekává výsledky 24. července 2026, s odhadovaným EPS 1,27 USD a tržbami 35,41 miliardy USD.
Verizon Communications (VZ - Free Report) closed the most recent trading day at $42.07, moving -1.15% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.72% for the day. On the other hand, the Dow registered a gain of 0.3%, and the technology-centric Nasdaq increased by 1.12%.
The stock of largest U.S. cellphone carrier has fallen by 6.19% in the past month, lagging the Computer and Technology sector's loss of 6.12% and the S&P 500's loss of 0.9%.
Analysts and investors alike will be keeping a close eye on the performance of Verizon Communications in its upcoming earnings disclosure. The company's earnings report is set to go public on July 24, 2026. The company's upcoming EPS is projected at $1.27, signifying a 4.10% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $35.41 billion, indicating a 2.62% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates project earnings of $4.96 per share and a revenue of $142.69 billion, demonstrating changes of +5.31% and +3.25%, respectively, from the preceding year.
It is also important to note the recent changes to analyst estimates for Verizon Communications. These recent revisions tend to reflect the evolving nature of short-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 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.
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 0.33% increase. As of now, Verizon Communications holds a Zacks Rank of #3 (Hold).
In terms of valuation, Verizon Communications is currently trading at a Forward P/E ratio of 8.57. Its industry sports an average Forward P/E of 10.59, so one might conclude that Verizon Communications is trading at a discount comparatively.
Also, we should mention that VZ has a PEG ratio of 1.04. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Wireless National industry held an average PEG ratio of 1.04.
The Wireless National industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 175, which puts it in the bottom 29% 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.
Enbridge (ENB - Free Report) closed the most recent trading day at $53.47, moving -1.13% from the previous trading session. This change lagged the S&P 500's daily gain of 0.72%. On the other hand, the Dow registered a gain of 0.3%, and the technology-centric Nasdaq increased by 1.12%.
Heading into today, shares of the oil and natural gas transportation and power transmission company had lost 3.96% over the past month, outpacing the Oils-Energy sector's loss of 7.89% and lagging the S&P 500's loss of 0.9%.
The upcoming earnings release of Enbridge will be of great interest to investors. The company's earnings report is expected on July 31, 2026. In that report, analysts expect Enbridge to post earnings of $0.44 per share. This would mark a year-over-year decline of 6.38%. Meanwhile, the latest consensus estimate predicts the revenue to be $11.03 billion, indicating a 2.59% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.16 per share and a revenue of $50.87 billion, representing changes of 0% and +9.19%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Enbridge. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. 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, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.95% lower. As of now, Enbridge holds a Zacks Rank of #3 (Hold).
Looking at its valuation, Enbridge is holding a Forward P/E ratio of 25.01. Its industry sports an average Forward P/E of 17.78, so one might conclude that Enbridge is trading at a premium comparatively.
The Oil and Gas - Production and Pipelines industry is part of the Oils-Energy sector. At present, this industry carries a Zacks Industry Rank of 184, placing it within the bottom 26% of over 250 industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. 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.
Lemonade po lepších podmínkách znovu sjednaného zajištění vzrostla, protože si ponechá asi 18 % pojistného místo 20 % a zvýší svou ochranu proti katastrofám. Firma zároveň uvedla, že tržby v 1. čtvrtletí vyskočily o 71 % na 258 milionů USD.
Shares of Lemonade (LMND +10.04%) furthered their recent ascent on Monday. Investors are growing increasingly intrigued by the future earnings power of the artificial intelligence (AI)-powered insurance provider.
Image source: The Motley Fool.
A favorable new deal should bolster Lemonade's profitability The market continues to reprice Lemonade's shares following its announcement on June 30 that it renewed its reinsurance program on significantly better terms.
Lemonade will now cede about 18% of premium to reinsurers, down from a prior 20%. The new agreement also increases Lemonade's catastrophe protection.
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Reinsurers provide insurance to other insurance companies. They take on a portion of the liabilities in exchange for some of the premium.
The new terms are set to boost Lemonade's profits, while also reducing its risks. That's a good deal for shareholders.
"This renewal improves Lemonade's reinsurance economics, coverage, and capital efficiency at the same time," chief financial officer Tim Bixby said. "We are retaining more premium, adding protection against the volatility that matters most, and doing so on terms that are attractive on a risk-adjusted basis."
AI is fueling Lemonade's growth With hassle-free service, minimal paperwork, and competitive rates, Lemonade is winning new business at an impressive clip. The AI-driven insurer's revenue soared 71% to $258 million in the first quarter, driven by a 23% jump in customers and a 32% rise in in-force premium to $1.3 billion.
Management said in its Q1 letter to shareholders that Lemonade is on track to achieve positive earnings before interest, taxes, depreciation, and amortization (EBITDA) in the fourth quarter.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lemonade. The Motley Fool has a disclosure policy.
Amazon investuje 1 miliardu USD do rozšíření týmu forward deployed engineers, aby urychlil zavádění AI platformy AWS ve firmách. Tento model má zrychlit implementaci a přinést hlubší integraci u zákazníků.
Following a recent announcement from Amazon (AMZN +0.61%), investors learned that the company is investing $1 billion to expand its use of forward deployed engineers (FDEs) to help accelerate enterprise adoption of its artificial intelligence (AI) cloud platform, Amazon Web Services (AWS).
This approach places skilled technical specialists directly within customer environments, moving beyond traditional sales and support models to deliver deeper integration and faster value creation as AI services move into production.
Image source: The Motley Fool.
The reality is that modern cloud and AI deployments involve intricate data workflows, stringent security requirements, and integrations with legacy systems that generic documentation or remote support struggles to address in a timely manner.
FDEs are experienced programmers embedded within customer organizations for an extended period. Rather than working remotely, they are placed on-site or in close collaboration with client teams to accelerate the development of customized solutions, resolve technical challenges, and ensure seamless implementation with existing platforms. By bridging the gap between vendor expertise and customer needs, FDEs reduce deployment friction -- ultimately shortening time-to-value recognition.
Image source: Getty Images.
How do FDEs help Amazon in the age of AI? In the current era of generative large language models (LLMs), AI workloads have become more demanding than standard cloud migrations. Customers often require assistance in tuning existing infrastructure for massive new data sets, optimizing GPU clusters, securing sensitive training data, and integrating outputs into operational processes.
An FDE model allows AWS to provide comprehensive, specialized support at scale and on demand. This hands-on capability differentiates AWS from hiring external consultants -- positioning the company to capture additional AI infrastructure spend as enterprises race to operationalize intelligence.
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The power of FDEs can be seen in Palantir's results Palantir Technologies (PLTR +2.51%) popularized the FDE approach shortly after launching its Artificial Intelligence Platform (AIP) in early 2023. By pairing AI software with teams of forward deployed engineers, Palantir swiftly transformed from a primarily government-focused contractor into a major commercial force.
This unique combination fueled the rapid customization of AI capabilities to fit enterprise environments, allowing Palantir to complement entrenched legacy software systems across several major industries. As a direct result, Palantir has recorded sharp increases in both revenue and profitability -- driven largely by accelerating commercial bookings and higher customer retention.
PLTR Revenue (TTM) data by YCharts
Palantir's FDE strategy has proved especially effective at penetrating the private sector -- where incumbent enterprise software vendors typically offer limited AI expertise and slow implementation cycles.
Arguably, Amazon's decision to implement FDEs to scale AWS reflects a deliberate adoption of Palantir's proven template. By embedding technical talent alongside its industry-leading cloud infrastructure and AI suite, Amazon could be on the path to replicating the level of customer intimacy and rapid-deployment advantages that fueled Palantir's AI-driven breakout.
AMC Entertainment klesla o 7,93 % na 1,74 USD, protože investoři řeší nové emise akcií a jejich dopad na ředění. Investoři zároveň sledují nadcházející earnings webcast a letní výsledky pokladen.
AMC Entertainment Holdings (AMC 7.94%), a theatrical motion picture exhibition and cinema operations company, closed at $1.74, down 7.93%. Investors are monitoring the upcoming earnings webcast and summer box office performance closely.
How the markets moved todayS&P 500 (^GSPC +0.72%) closed at 7,537.43, up 0.72%, while the Nasdaq Composite (^IXIC +1.12%) finished at 26,121, up 1.12%. Among movie theater exhibition and cinema operations peers, Cinemark Holdings (CNK 5.01%) closed at $29.95, down 5.01%, and IMAX (IMAX 6.39%) closed at $37.33, down 6.39%, showing weak trading across the group.
What this means for investorsAMC’s decline came as selected theater stocks traded lower, with investors weighing the company’s recent capital raises against improving box-office trends. The $150 million at-the-market offering and $200 million registered direct offering added liquidity and supported debt-reduction efforts, but the new share issuance keeps dilution central to the stock’s near-term debate.
The summer box office is helping balance out AMC’s challenges. The company just had its busiest U.S. weekend of 2026, thanks to Toy Story 5 and other new releases. Higher attendance and more food and drink sales show how quickly AMC can benefit from a healthier release slate. The next quarterly report will reveal whether this increased traffic is leading to better profits and sufficient financial improvement to ease pressure on its financing.
Eric Trie has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
In the latest trading session, Eli Lilly (LLY - Free Report) closed at $1,200.06, marking a -1.14% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.72% for the day. Meanwhile, the Dow experienced a rise of 0.3%, and the technology-dominated Nasdaq saw an increase of 1.12%.
Shares of the drugmaker have appreciated by 7.29% over the course of the past month, underperforming the Medical sector's gain of 12.48%, and outperforming the S&P 500's loss of 0.9%.
The upcoming earnings release of Eli Lilly will be of great interest to investors. The company's upcoming EPS is projected at $8.98, signifying a 42.31% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $20.28 billion, indicating a 30.34% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $35.6 per share and revenue of $85.73 billion, which would represent changes of +47.05% and +31.53%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Eli Lilly. Such recent modifications usually signify the changing landscape 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, 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, there's been a 0.18% fall in the Zacks Consensus EPS estimate. Right now, Eli Lilly possesses a Zacks Rank of #3 (Hold).
In terms of valuation, Eli Lilly is currently trading at a Forward P/E ratio of 34.1. This indicates a premium in contrast to its industry's Forward P/E of 16.26.
Meanwhile, LLY's PEG ratio is currently 1.51. 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 Large Cap Pharmaceuticals industry had an average PEG ratio of 2.73 as trading concluded yesterday.
The Large Cap Pharmaceuticals industry is part of the Medical sector. With its current Zacks Industry Rank of 107, this industry ranks in the top 44% of all industries, numbering over 250.
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.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Coinbase Global, Inc. (COIN - Free Report) closed the most recent trading day at $168.87, moving +2.05% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.72%. Elsewhere, the Dow gained 0.3%, while the tech-heavy Nasdaq added 1.12%.
The stock of company has risen by 8.58% in the past month, leading the Finance sector's gain of 5.36% and the S&P 500's loss of 0.9%.
Analysts and investors alike will be keeping a close eye on the performance of Coinbase Global, Inc. in its upcoming earnings disclosure. The company is expected to report EPS of $0.31, up 158.33% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $1.36 billion, showing a 9.27% drop compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $1.74 per share and a revenue of $5.95 billion, indicating changes of -56.82% and -17.13%, respectively, from the former year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Coinbase Global, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. 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. 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, 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 9.91% decrease. As of now, Coinbase Global, Inc. holds a Zacks Rank of #3 (Hold).
Investors should also note Coinbase Global, Inc.'s current valuation metrics, including its Forward P/E ratio of 95.18. For comparison, its industry has an average Forward P/E of 11.13, which means Coinbase Global, Inc. is trading at a premium to the group.
We can also see that COIN currently has a PEG ratio of 5.84. 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. The Financial - Miscellaneous Services industry currently had an average PEG ratio of 1.02 as of yesterday's close.
The Financial - Miscellaneous Services industry is part of the Finance sector. At present, this industry carries a Zacks Industry Rank of 100, placing it within the top 41% 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.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Roblox čelí hromadné žalobě po zprávě za 30. dubna 2026, která ukázala prudké zpomalení růstu denních aktivních uživatelů a snížení výhledu tržeb i bookings. Akcie ten den spadly o 18 % a tržní kapitalizace se snížila o více než 6,7 miliardy USD.
SAN FRANCISCO, July 06, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected] | 844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox 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 Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox 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.
BURLINGAME, Calif.--(BUSINESS WIRE)--Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, will hold a conference call to discuss its second quarter 2026 financial results on Tuesday, August 4, 2026, at 1:30 p.m. PT / 4:30 p.m. ET. The company’s earnings press release and investor presentation will be available on its investor relations website at ir.upstart.com after the market closes that day.
Live webcast. The live webcast and a replay will be available on Upstart’s investor relations website.
Conference Call Dial-In. To access the live conference call in the United States and Canada: 800-330-6710, conference code 7744842. To access the live conference call outside of the United States and Canada: +1 312-471-1353, conference code 7744842.
About Upstart
Upstart (NASDAQ: UPST) is the leading AI lending marketplace, connecting millions of consumers to more than 100 banks and credit unions that leverage Upstart’s AI models and cloud applications to deliver superior credit products. With Upstart AI, lenders can approve more borrowers at lower rates while delivering the exceptional digital-first experience customers demand. More than 90% of loans are fully automated, with no human intervention by Upstart. Founded in 2012, Upstart’s platform includes personal loans, automotive loans, home equity lines of credit, and Upstart’s new Cash Line product, a revolving line of credit. Upstart is based in Burlingame, California.
In the latest trading session, Workday (WDAY - Free Report) closed at $137.99, marking a +1.91% move from the previous day. The stock exceeded the S&P 500, which registered a gain of 0.72% for the day. Elsewhere, the Dow saw an upswing of 0.3%, while the tech-heavy Nasdaq appreciated by 1.12%.
Shares of the maker of human resources software have depreciated by 6.15% over the course of the past month, underperforming the Computer and Technology sector's loss of 6.12%, and the S&P 500's loss of 0.9%.
Analysts and investors alike will be keeping a close eye on the performance of Workday in its upcoming earnings disclosure. In that report, analysts expect Workday to post earnings of $2.62 per share. This would mark year-over-year growth of 18.55%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.63 billion, up 12.18% from the year-ago period.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.75 per share and a revenue of $10.66 billion, signifying shifts of +16.47% and +11.58%, respectively, from the last year.
It is also important to note the recent changes to analyst estimates for Workday. 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.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. 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, 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 moved 0.99% lower. At present, Workday boasts a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Workday has a Forward P/E ratio of 12.6 right now. Its industry sports an average Forward P/E of 19.82, so one might conclude that Workday is trading at a discount comparatively.
Meanwhile, WDAY's PEG ratio is currently 0.72. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Software was holding an average PEG ratio of 1.08 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 83, this industry ranks in the top 34% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our 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.
To follow WDAY in the coming trading sessions, be sure to utilize Zacks.com.
Rivian zahájila veřejnou nabídku 75 000 000 kmenových akcií a může přidat ještě až 11 250 000. Výnosy z nabídky chce použít na obecné firemní účely včetně financování dohody s DOE.
IRVINE, Calif.--(BUSINESS WIRE)--Rivian Automotive, Inc. (Nasdaq: RIVN) (“Rivian”) today announced that it has commenced an underwritten public offering of 75,000,000 shares of its common stock. In connection with the offering, Rivian expects to grant the underwriters a 30-day option to purchase up to an additional 11,250,000 shares of its common stock, at the public offering price, less underwriting discounts and commissions. All of the shares to be sold in the offering are to be sold by Rivian. The offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.
Rivian expects to use the net proceeds from the offering for general corporate purposes, including funding of certain equity contributions pursuant to that certain Amended and Restated Loan Arrangement and Reimbursement and Sponsor Support Agreement with the U.S. Department of Energy (the “DOE Loan”).
Goldman Sachs & Co., LLC, Allen & Company LLC, Barclays Capital Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC are acting as joint book-running managers for the proposed offering.
The proposed offering is being made pursuant to a shelf registration statement on Form S-3 that became automatically effective upon filing with the Securities and Exchange Commission (the “SEC”) on April 30, 2026. The offering may be made only by means of a prospectus supplement and an accompanying prospectus. The prospectus supplement and the accompanying prospectus relating to the offering will be filed with the SEC and will be available for free by visiting EDGAR on the SEC website at www.sec.gov. When available, copies of the prospectus supplement and the accompanying prospectus relating to the offering may also be obtained by contacting: Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, Telephone: (866) 471-2526 or via email: [email protected]; Allen & Company LLC, Attention: Prospectus Department, 711 Fifth Avenue, 9th floor, New York, New York 10022, by telephone at (212) 339-2220, or by email at [email protected]; Barclays Capital Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, [email protected], (888) 603-5847; J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, New York 11717 or by email at [email protected] and [email protected]; Morgan Stanley, 180 Varick Street, 2nd Floor, New York, NY 10014, Attention: Prospectus Department; or by email at [email protected]; and Wells Fargo Securities, LLC, 90 South 7th Street, 5th Floor, Minneapolis, MN 55402, at 800-645-3751 (option #5) or email a request to [email protected].
This press release does not constitute an offer to sell, or the solicitation of an offer to buy, securities, nor will there be any sale of these securities, in any state or other jurisdiction in which such offer, sale or solicitation would be unlawful prior to the registration or qualification thereof under the securities laws of any such state or jurisdiction.
About Rivian
Rivian (NASDAQ: RIVN) is an American automotive technology company that develops and manufactures category-defining electric vehicles as well as vertically integrated technologies and services. Through innovation across its electrical architecture, end-to-end software, autonomous driving platform, artificial intelligence, and propulsion, the company creates vehicles that excel at work and play with the goal of accelerating the global transition to zero-emission transportation and energy. Rivian vehicles are manufactured in the United States and are sold directly to consumer and commercial customers. Whether taking families on new adventures or electrifying fleets at scale, Rivian vehicles all share a common goal — preserving the natural world for generations to come.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding statements regarding the offering and the expected use of proceeds therefrom, which statements are based on current expectations, forecasts, and assumptions and involve risks and uncertainties that could cause actual results to differ materially from expectations discussed in such statements, you can identify forward-looking statements by terms such as “will,” “expects,” or the negative of these terms or other similar expressions, although not all forward-looking statements use these words or expressions. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition, and results of operations. These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements, including, but not limited to, our ability to complete the offering on favorable terms, if at all, general market, political, economic and business conditions which might affect the offering and the important factors discussed in Part II, Item 1A, “Risk Factors” in Rivian’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, and its other filings with the Securities and Exchange Commission. Rivian may not consummate the offering described in this press release and, if the offering is consummated, cannot provide any assurances regarding its ability to effectively apply the net proceeds as described above. The forward-looking statements included in this press release speak only as of the date of this press release, and Rivian does not undertake to update the statements included in this press release for subsequent developments, except as may be required by law.
LGI Homes v červnu uzavřela 496 domů a za 2. čtvrtletí 1 440, což představuje meziroční nárůst o 8,5 % a 8,8 %. Výsledky za 2. čtvrtletí zveřejní před otevřením trhu 4. srpna.
THE WOODLANDS, Texas, July 06, 2026 (GLOBE NEWSWIRE) -- LGI Homes, Inc. (NASDAQ: LGIH) today announced it closed 496 homes in June 2026, including 29 currently or previously leased single-family rental homes. This represents an 8.5% increase compared to 457 homes closed in June 2025. Additionally, the Company closed 1,440 homes during the second quarter of 2026, including 75 currently or previously leased single-family rental homes. This represents an 8.8% increase compared to 1,323 homes closed in the second quarter of 2025.
As of June 30, 2026, the Company had 151 active selling communities.
The Company plans to release financial results for the second quarter ended June 30, 2026 before the market opens on Tuesday, August 4, 2026. The Company will hold a conference call at 12:30 p.m. Eastern Time on the same day to discuss the results.
A link to the live audio webcast will be provided through the Investor Relations page of the Company's website at www.investor.lgihomes.com under the Events and Presentations section.
An archive of the webcast will be available for replay on the Company's website for one year from the date of the conference call.
About LGI Homes, Inc.
Headquartered in The Woodlands, Texas, LGI Homes, Inc. is a pioneer in the homebuilding industry, successfully applying an innovative and systematic approach to the design, construction and sale of homes across 36 markets in 21 states. LGI Homes has closed over 80,000 homes since its founding in 2003 and has delivered profitable financial results every year. Nationally recognized for its quality construction and exceptional customer service, LGI Homes was named to Newsweek’s list of the World’s Most Trustworthy Companies. LGI Homes’ commitment to excellence extends to its employees, earning the Company numerous workplace awards at the local, state, and national level, including the Top Workplaces USA 2026 Award. For more information about LGI Homes and its unique operating model focused on making the dream of homeownership a reality for families across the nation, please visit the Company’s website at www.lgihomes.com.
CONTACT:
Joshua D. Fattor
Executive Vice President, Investor Relations and Capital Markets
(281) 210-2586 [email protected]
HOUSTON, TX / ACCESS Newswire / July 6, 2026 / PATTERSON-UTI ENERGY, INC. (NASDAQ:PTEN) today reported that for the month of June 2026, the Company had an average of 95 drilling rigs operating in the United States. For the three months ended June 30, 2026, the Company had an average of 92 drilling rigs operating in the United States.
Average drilling rigs operating reported in the Company's monthly announcements represent the average number of the Company's drilling rigs that were earning revenue under a drilling contract in the United States. The Company cautioned that numerous factors in addition to average drilling rigs operating can impact the Company's operating results and that a particular trend in the number of drilling rigs operating may or may not indicate a trend in or be indicative of the Company's financial performance. The Company intends to continue providing monthly updates on drilling rigs operating shortly after the end of each month.
About Patterson-UTI
Patterson-UTI is a leading provider of drilling and completion services to oil and natural gas exploration and production companies in the United States and other select countries, including contract drilling services, integrated well completion services and directional drilling services in the United States, and specialized drill bit solutions in the United States, Middle East and many other regions around the world. For more information, visit www.patenergy.com.
This press release contains forward-looking statements which are protected as forward-looking statements under the Private Securities Litigation Reform Act of 1995 that are not limited to historical facts, but reflect Patterson-UTI's current beliefs, expectations or intentions regarding future events. Words such as "anticipate," "believe," "budgeted," "continue," "could," "estimate," "expect," "intend," "may," "plan," "predict," "potential," "project," "pursue," "should," "strategy," "target," or "will," and similar expressions are intended to identify such forward-looking statements. The statements in this press release that are not historical statements, including statements regarding Patterson-UTI's future expectations, beliefs, plans, objectives, financial conditions, assumptions or future events or performance that are not historical facts, are forward-looking statements within the meaning of the federal securities laws. These statements are subject to numerous risks and uncertainties, many of which are beyond Patterson-UTI's control, which could cause actual results to differ materially from the results expressed or implied by the statements. These risks and uncertainties include, but are not limited to: adverse oil and natural gas industry conditions; global economic conditions, including inflationary pressures and risks of economic downturns or recessions in the United States and elsewhere; volatility in customer spending and in oil and natural gas prices that could adversely affect demand for Patterson-UTI's services and their associated effect on rates; excess availability of land drilling rigs, pressure pumping and directional drilling equipment, including as a result of reactivation, improvement or construction; competition and demand for Patterson-UTI's services; the impact of the ongoing conflict in Ukraine; strength and financial resources of competitors; utilization, margins and planned capital expenditures; liabilities from operational risks for which Patterson-UTI does not have and receive full indemnification or insurance; operating hazards attendant to the oil and natural gas business; failure by customers to pay or satisfy their contractual obligations (particularly with respect to fixed-term contracts); the ability to realize backlog; specialization of methods, equipment and services and new technologies, including the ability to develop and obtain satisfactory returns from new technology; the ability to retain management and field personnel; loss of key customers; shortages, delays in delivery, and interruptions in supply, of equipment and materials; cybersecurity events; synergies, costs and financial and operating impacts of acquisitions; difficulty in building and deploying new equipment; governmental regulation; climate legislation, regulation and other related risks; environmental, social and governance practices, including the perception thereof; environmental risks and ability to satisfy future environmental costs; technology-related disputes; legal proceedings and actions by governmental or other regulatory agencies; the ability to effectively identify and enter new markets; public health crises, pandemics and epidemics; weather; operating costs; expansion and development trends of the oil and natural gas industry; ability to obtain insurance coverage on commercially reasonable terms; financial flexibility; interest rate volatility; adverse credit and equity market conditions; availability of capital and the ability to repay indebtedness when due; our return of capital to stockholders; stock price volatility; and compliance with covenants under Patterson-UTI's debt agreements.
Additional information concerning factors that could cause actual results to differ materially from those in the forward-looking statements is contained from time to time in Patterson-UTI's SEC filings. Patterson-UTI's filings may be obtained by contacting Patterson-UTI or the SEC or through Patterson-UTI's website at http://www.patenergy.com or through the SEC's Electronic Data Gathering and Analysis Retrieval System (EDGAR) at http://www.sec.gov. Patterson-UTI undertakes no obligation to publicly update or revise any forward-looking statement.
Contact:
Michael Sabella
Vice President, Investor Relations
(281) 885-7589
STAMFORD, Conn.--(BUSINESS WIRE)--July 6, 2026-- ITT Inc. (NYSE: ITT) today announced the completion of its acquisition of the privately held Aerospace Contacts LLC (Aerospace Contacts), a recognized manufacturer of critical, high-reliability precision contacts, for a purchase price of $31 million.
Aerospace Contacts’ product portfolio primarily consists of custom contacts, housings and shells, with specialized capabilities supporting high-mix, custom contact requirements for harsh-environment connector applications. The majority of its annual sales are generated from customers in the Americas serving the aerospace and defense end markets.
Aerospace Contacts is a long-standing supplier of ITT Cannon and will strengthen supply chain resilience as part of ITT's Connect & Control Technologies business while also positioning ITT for further growth in this highly strategic market.
About ITT
ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for the transportation, industrial, nutrition and health and energy markets. The company operates through three value centers: Flow Technologies, Motion Technologies and Connect & Control Technologies. Building on its heritage of innovation, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life. ITT is headquartered in Stamford, Connecticut, with employees in more than 40 countries and sales in approximately 125 countries. For more information, visit www.itt.com.
Wintrust Private Trust Company, N.A., koupí od Northern Trust business guardianship services. Transakce za zhruba 1,2 miliardy USD aktiv má být uzavřena letos.
CHICAGO, July 06, 2026 (GLOBE NEWSWIRE) -- Northern Trust Corporation (NASDAQ: NTRS) and Wintrust Financial Corporation (NASDAQ: WTFC) today announced that Wintrust Private Trust Company, N.A., has entered into an agreement to purchase the guardianship services business of Northern Trust. The transaction is expected to close later this year. Terms of the transaction were not disclosed.
Guardianship services are provided to individuals who are legally unable to manage their own affairs due to disability, age or incapacity. A corporate fiduciary is often appointed by the courts to serve as guardian, or to work alongside an individual guardian, to make decisions regarding financial oversight and investment management for the individual. The business has approximately $1.2 billion in assets under management. Northern Trust’s guardianship team is expected to move to Wintrust upon completion of the transaction.
“We believe Wintrust is well positioned to continue serving these clients with the focused attention this important business requires,” said Jason Tyler, President of Northern Trust Wealth Management.
“We are pleased to expand our guardianship business and cement Wintrust’s position as a leading provider of guardianship services in Chicago and the surrounding counties,” said Mary Ann Korenic, Chief Executive Officer, Wintrust Private Trust Company. “We look forward to welcoming Northern Trust’s experienced and talented guardianship team to Wintrust and to working together to deliver the excellent service these clients have come to expect.”
About Wintrust
Wintrust Financial Corporation is a financial holding company with $72 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results®” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. For more information, please visit wintrust.com.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2026, Northern Trust had assets under custody/administration of US$18.6 trillion, and assets under management of US$1.8 trillion. For more than 135 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit us on northerntrust.com. Follow us on Instagram @northerntrustcompany or Northern Trust on LinkedIn.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.
Oceaneering zvýšila svůj revolvingový úvěr z 215 milionů USD na 345 milionů USD a prodloužila splatnost do července 2031. Smlouva navíc umožňuje navýšení o dalších 85 milionů USD.
HOUSTON--(BUSINESS WIRE)--Oceaneering International, Inc. (“Oceaneering”) (NYSE:OII) announced today that it has entered into an amendment to its senior secured revolving credit facility (“Credit Facility”) to, among other things, increase the commitments from $215 million to $345 million and extend the maturity date from April 2027 to July 2031. The Credit Facility includes the ability to upsize by an additional $85 million and letter of credit availability of $150 million.
Mike Sumruld, Oceaneering’s Senior Vice President and Chief Financial Officer, stated, "We are pleased to announce this amendment to our revolving credit facility, which provides additional financial flexibility to support our ongoing operations, strategic priorities, and growth initiatives. We appreciate the continued support of our bank group, which includes both long-standing relationship banks and new participating lenders."
About Oceaneering
Oceaneering is a global technology company delivering engineered services and products and robotic solutions to the offshore energy, defense, aerospace, and manufacturing industries.
For more information, please visit www.oceaneering.com.
Plains All American Pipeline a Plains GP Holdings oznámily čtvrtletní distribuce beze změny: 0,4175 USD na jednotku/akcii, splatné 14. srpna. Výsledky za 2. čtvrtletí zveřejní před otevřením trhu 7. srpna.
HOUSTON, July 06, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: PAA) and Plains GP Holdings (Nasdaq: PAGP) announced today their quarterly distributions with respect to the second quarter of 2026 and also announced timing of second quarter 2026 earnings.
Second Quarter Distribution Declaration
PAA and PAGP announced the following quarterly cash distributions, each of which will be payable on August 14, 2026, to holders of the respective securities at the close of business on July 31, 2026:
PAA Common Units – $0.4175 per Common Unit ($1.67 per unit on an annualized basis), which is unchanged from the distribution paid in May 2026.PAGP Class A Shares – $0.4175 per Class A Share ($1.67 per Class A Share on an annualized basis), which is unchanged from the distribution paid in May 2026.PAA Series A Preferred Units – $0.61524 per Series A Preferred Unit (approximately $2.46 per unit on an annualized basis).
For its Series B Preferred Units, PAA announced a quarterly distribution of $20.50 per Series B Unit (based on the applicable quarterly floating rate), which will be payable on August 17, 2026, to holders of record at the close of business on August 3, 2026.
Although equity holders should consult their own tax advisor regarding their particular circumstances, following the close of the NGL asset sale, it is possible that PAGP will report positive current earnings and profits for the Tax Year 2026, making part of its Class A Share cash distribution taxable as a dividend. The transaction is not estimated to result in a material change in the previous forecast regarding when routine PAGP distributions will shift from being a return of capital to being taxed as dividends or when PAGP will become a taxpaying entity. Following payment of quarterly distributions, Plains will publish Form 8937, Report of Organizational Actions Affecting Basis of Securities to clarify the expected portion of the quarterly distribution that will be taxed as a dividend. In addition, to the extent any cash distribution exceeds a Class A Shareholder’s tax basis, it should be taxable as a capital gain. Qualified Notices under Treasury Regulation Section 1.1446 with respect to the PAA Common Unit distribution and PAA Series B Preferred Unit distribution will be posted on the Plains website under “Investor Relations – Unit Information.”
Second Quarter 2026 Earnings Timing
PAA and PAGP also announced that they will release second quarter 2026 earnings before market open on Friday, August 7, 2026. Following the announcement, PAA and PAGP will host a conference call at 9:00 a.m. CT (10 a.m. ET) with analysts and investors to discuss earnings. The call will be webcast live on the internet and may be accessed through the "Investors Relations” section of the website at www.plains.com. An audio replay will be available on the website after the call.
About Plains
PAA is a publicly traded master limited partnership that owns and operates midstream energy infrastructure and provides logistics services primarily for crude oil. PAA owns an extensive network of pipeline gathering and transportation systems, in addition to terminalling, storage, and other infrastructure assets serving key producing basins, transportation corridors and major market hubs and export outlets in the United States and Canada.
PAGP is a publicly traded entity that owns an indirect, non-economic controlling general partner interest in PAA and an indirect limited partner interest in PAA, one of the largest energy infrastructure and logistics companies in North America.
PAA and PAGP are headquartered in Houston, Texas. More information is available at www.plains.com.
Canadian Solar oznámila změnu vedení v Recurrent Energy: Ismael Guerrero odstupuje z funkce CEO a Dylan Marx nastupuje okamžitě. Guerrero zůstane do 31. prosince 2026 v poradní roli.
, /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (NASDAQ: CSIQ) today announced that Mr. Ismael Guerrero is stepping down from his position as Chief Executive Officer of Recurrent Energy, the Company's global project development subsidiary. Mr. Dylan Marx has been appointed to assume leadership of the subsidiary, effective immediately.
To ensure a seamless transition, Mr. Guerrero will serve in a non-executive advisory capacity through December 31, 2026. Concurrently, Mr. Marx will step down from his role as Chief Operating Officer of Canadian Solar to focus on executing his new responsibilities at Recurrent Energy.
Colin Parkin, Chief Executive Officer of Canadian Solar, commented, "With more than 15 years of experience in global project development, Canadian Solar remains fully committed to supporting Recurrent Energy and working with our partners and stakeholders to generate long-term value.
Dylan's deep knowledge of Recurrent Energy's business, global perspective, and proven track record in operational oversight make him the right leader to guide Recurrent into its next phase. We thank Ismael for his service to the company and congratulate Dylan on his new appointment."
About Canadian Solar Inc.
Canadian Solar is one of the world's largest solar technology and renewable energy companies. Founded in 2001 and headquartered in Kitchener, Ontario, the Company is a leading manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. Over the past 25 years, Canadian Solar has successfully delivered nearly 177 GW of premium-quality, solar photovoltaic modules to customers across the world. Through its subsidiary e-STORAGE, Canadian Solar had shipped over 20 GWh of battery energy storage solutions to global markets as of March 31, 2026, and had a $3.5 billion contracted backlog as of May 8, 2026. Since entering the project development business in 2010, Canadian Solar has developed, built, and connected approximately 12.2 GWp of solar power projects and 6.4 GWh of battery energy storage projects globally. Its geographically diversified project development pipeline includes 24 GWp of solar and 81 GWh of battery energy storage capacity in various stages of development. Canadian Solar is one of the most bankable companies in the solar and renewable energy industry, having been publicly listed on the NASDAQ since 2006. For additional information about the Company, follow Canadian Solar on LinkedIn or visit www.canadiansolar.com.
Safe Harbor/Forward-Looking Statements
Certain statements in this press release, including those regarding the Company's expected future shipment volumes, revenues, gross margins, and project sales are forward-looking statements that involve a number of risks and uncertainties that could cause actual results to differ materially. These statements are made under the "Safe Harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by such terms as "may", "will", "expect", "anticipate", "future", "ongoing", "continue", "intend", "plan", "potential", "prospect", "guidance", "believe", "estimate", "is/are likely to" or similar expressions, the negative of these terms, or other comparable terminology. These forward-looking statements include, among other things, our expectations regarding global electricity demand and the adoption of solar and battery energy storage technologies; our growth strategies, future business performance, and financial condition; our transition to a long-term owner and operator of clean energy assets and expansion of project pipelines; our ability to monetize project portfolios, manage supply chain fluctuations, and respond to economic factors such as inflation and interest rates; our outlook on government incentives, trade measures, regulatory developments, and geopolitical risks; our expectations for project timelines, costs, and returns; competitive dynamics in solar and storage markets; our ability to execute supply chain, manufacturing, and operational initiatives; access to capital, debt obligations, and covenant compliance; relationships with key suppliers and customers; technological advancement and product quality; and risks related to intellectual property, litigation, and compliance with environmental and sustainability regulations. Other risks were described in the Company's filings with the Securities and Exchange Commission, including its annual report on Form 20-F filed on April 10, 2026. Although the Company believes that the expectations reflected in the forward-looking statements are reasonable, it cannot guarantee future results, level of activity, performance, or achievements. Investors should not place undue reliance on these forward-looking statements. All information provided in this press release is as of today's date, unless otherwise stated, and Canadian Solar undertakes no duty to update such information, except as required under applicable law.
CANADIAN SOLAR INC. INVESTOR RELATIONS CONTACT
Wina Huang
Investor Relations
Canadian Solar Inc.
[email protected]
July 06, 2026 16:05 ET | Source: Encore Capital Group, Inc.
SAN DIEGO, July 06, 2026 (GLOBE NEWSWIRE) -- Encore Capital Group, Inc. (Nasdaq:ECPG), an international specialty finance company, announced today that it will release its financial results for the second quarter 2026 on Wednesday, August 5, 2026, after the market closes. The Company will also host a conference call and slide presentation the same day at 2:00 p.m. Pacific / 5:00 p.m. Eastern time with Ashish Masih, President and Chief Executive Officer, Tomas Hernanz, Executive Vice President and Chief Financial Officer, and Bruce Thomas, Vice President, Global Investor Relations, presenting and discussing the reported results.
Members of the public are invited to access the live webcast via the Internet by logging in on the Investor Relations page of Encore's website at www.encorecapital.com. To access the live conference call by telephone, please pre-register using this link. Registrants will receive confirmation with dial-in details.
For those who cannot listen to the live broadcast, a replay of the webcast will be available on the Company's website shortly after the call concludes.
About Encore Capital Group, Inc.
Encore Capital Group is an international specialty finance company that provides debt recovery solutions and other related services for consumers across a broad range of financial assets. Through its subsidiaries around the globe, Encore purchases portfolios of consumer receivables from major banks, credit unions, and utility providers.
Encore partners with individuals as they repay their debt obligations, helping them on the road to financial recovery and ultimately improving their economic well-being. Encore is the first and only company of its kind to operate with a Consumer Bill of Rights that provides industry-leading commitments to consumers. Headquartered in San Diego, Encore is a publicly traded NASDAQ Global Select company (ticker symbol: ECPG) and a component stock of the Russell 2000, the S&P Small Cap 600 and the Wilshire 4500. More information about the company can be found at www.encorecapital.com.
SpaceX podle Reuters plánuje začít příští měsíc stavět osmimílový plynovod Starpipe k texaským startovacím zařízením. Dodávky mají zatím jít přes Valley Crossing Pipeline společnosti Enbridge.
Following its IPO and subsequent bond offering, Space Exploration Technologies (SPCX 0.99%) now has more than $100 billion in new capital at its disposal. Expect SpaceX to go on a massive spending spree to spur growth and justify its $2 trillion valuation.
What will SpaceX's spending focus on? Artificial intelligence will likely be the biggest beneficiary. More than 90% of SpaceX's claimed total addressable market is AI-focused. That means investors should expect the company to dramatically scale terrestrial data center construction. But SpaceX will also now aggressively pursue putting AI data centers into space -- so-called orbital data centers (ODCs).
ODCs will need many things to happen before they become a reality, one of which is successful commercialization of SpaceX's Starship megarocket. This megarocket -- which is significantly larger than the company's Falcon Heavy rocket -- would meaningfully improve SpaceX's ability to get larger payloads to space more affordably. ODCs, for example, could be launched at scale using Starship rockets.
One of SpaceX's biggest constraints on growth in this opportunity set, however, is access to rocket fuel. To solve that problem, SpaceX is reportedly looking to build its own natural gas pipeline. SpaceX may even look to produce its own natural gas over the long term.
How will this impact energy markets, and in particular, pipeline stocks? There are two factors to consider.
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1. SpaceX's natural gas pipeline won't endanger pipeline stocks According to data from the U.S. Energy Information Administration, natural gas pipelines deliver roughly 30 trillion cubic feet to nearly 80 million consumers each year. A single Starship launch, for comparison, uses around 630,000 gallons of liquid methane, which equates to around 0.0000521 trillion cubic feet of natural gas. Even if SpaceX launched 1,000 Starship rockets every year, it would still amount to less than 0.2% of U.S. natural gas demand transported by pipelines.
In short, SpaceX's actions aren't about to disintermediate conventional pipeline networks. In fact, SpaceX's actions could benefit certain pipeline networks in the long term.
Image source: Getty Images.
2. Pipeline stocks could actually benefit from SpaceX's actions long term According to reporting from Reuters, SpaceX "plans to begin next month building an eight‑mile natural gas pipeline called 'Starpipe' to its Texas launch facilities." Construction is expected to conclude in January 2027.
Reuters observes:
Designed to be fully reusable, Starship uses about 630,000 gallons of liquid methane per launch, currently delivered by hundreds of tanker trucks in an hours-long process incompatible with Musk's expansion plans. Starship has completed 12 test launches since 2023, but Musk aims to ramp up to dozens, hundreds, and eventually thousands of launches a year.
Where will Starpipe's natural gas come from? SpaceX apparently wants to explore drilling for its own natural gas in the long term. But for now, it seems likely that supply will come from Enbridge's Valley Crossing Pipeline.
Pipeline stocks, therefore, won't be affected by SpaceX's foray into pipeline construction. Enbridge may even benefit directly, with other natural gas pipeline stocks benefiting from a new source of demand that could support prices over the long term, even if it remains a fraction of total U.S. demand.
Coca-Cola letos vzrostla téměř o 20 % a před zveřejněním výsledků za 2. čtvrtletí se obchoduje za 26násobek zisku. Článek varuje, že při této valuaci může být akcie příliš drahá.
Shares of Coca-Cola (KO 1.40%) have been on a tear this year, rising by nearly 20% thus far. The stock hit a new all-time high on Monday as investors continue to load up on the beverage giant.
The stock's valuation is high, and the company reports its second-quarter earnings later this month, on July 28. Is the stock a good buy before it posts its latest numbers, or has it gotten too expensive?
Image source: Getty Images.
The company's growth has been impressive, but it comes with an asterisk Coca-Cola's recent results have been encouraging, with the company's growth rate accelerating and even getting back into double digits. The improved numbers may, however, have set an elevated bar for the beverage company leading into its upcoming earnings report.
While Coca-Cola's net revenue rose by 12% during the first three months of 2026, investors also shouldn't forget that they were down 2% a year earlier. Thus, the company was going up against some soft comparables, which can sometimes paint a bit of a misleading picture as to how well the business is truly doing. However, with the second quarter of 2025 also being an underwhelming period where sales were up by just 1%, it may not be all that surprising if Coca-Cola shows another strong quarter of growth when it posts its latest numbers this month.
The trouble is that Coca-Cola is not what you'd consider to be a top growth stock, yet it has been trading like one of late.
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Coca-Cola's high valuation highlights risks for investors Coca-Cola has a fantastic business, and it generates terrific margins, but that doesn't mean that it's worth paying a big premium for. But with it trading at 26 times its trailing earnings, that's arguably what investors who buy the stock today are doing. This is even higher than the 25 times earnings that the average stock in the S&P 500 trades at.
Another downside of buying the stock at its high is that its dividend yield has fallen to just 2.5%. At that level, there are many other dividend stocks to choose from that may offer comparable yields, have more long-term growth potential, and are more reasonably valued.
There's nothing wrong with Coca-Cola as a business, but the stock is arguably far too expensive to be a good buy at its current levels. And unless the company completely blows past earnings expectations in the current quarter, I wouldn't be surprised to see the stock fall after it posts its latest numbers.
by Lisa Stiffler on Jul 6, 2026 at 1:09 pmJuly 6, 2026 at 1:11 pm
Amazon’s headquarters buildings and the Spheres in Seattle’s Denny Triangle neighborhood in September 2024. (GeekWire Photo / Kurt Schlosser) Amazon has cut a total of 57 jobs in Washington state across various teams, including roles at the director and senior manager levels, according to a filing made public Monday morning.
People impacted by the cuts include 16 software engineers as well as product managers and creative marketing employees working in Seattle and Bellevue offices. Nine remote employees, including investigation specialists and risk managers, were also let go.
Employees were notified of the layoffs throughout May and in early June, according to an Amazon filing with the Employment Security Department, released Monday under the Worker Adjustment and Retraining Notification (WARN) Act. The roles are scheduled to end in August.
“[W]e filed a WARN notice because a few businesses across the company made organizational changes that each impacted a small number of employees — in most cases fewer than five employees per business,” said Brad Glasser, an Amazon spokesperson, via email.
WARN notifications are triggered by state law when more than 50 Washington-based employees in total are laid off over a period of 30 days.
“We don’t make decisions like this lightly, and we’re committed to supporting the employees who were impacted,” Glasser added.
It’s a sign of the broader belt-tightening across the tech industry. Microsoft separately cut more than 600 jobs in Washington state on Monday morning, part of global layoffs eliminating 4,800 roles across the Redmond company, primarily in sales, consulting and gaming.
The latest Amazon cuts follow layoffs of 2,198 Washington-based employees in February and 2,303 in October 2025. Globally, the company has eliminated roughly 30,000 positions in the past year, cumulatively amounting to the the largest workforce reduction in its history.
The multiple rounds of layoffs have hit wide-ranging positions and divisions, with software engineers the hardest hit. Corporate support, commercial functions, legal, tax, and ad sales positions have all seen cuts, as have Amazon’s core technology organization, gaming division and robotics unit.
The previous larger cuts were part of an effort to “reduce layers, increase ownership, and remove bureaucracy,” according to a memo sent to employees and posted online earlier this year by Beth Galetti, senior vice president of people experience and technology.
Amazon’s corporate roles numbered around 50,000 in the Seattle area.
Tech giants nationwide have made round after round of job cuts in the past year as they pour billions into AI data center expansions and gain labor efficiencies through the use of artificial intelligence.
Amazon reported $181.5 billion in sales for the first quarter of this year, up 17% from a year earlier. Profits came in at $30.3 billion, boosted by gains tied to the value of its investment in Anthropic.
Alibaba od 10. července zakáže zaměstnancům používat nástroje umělé inteligence od Anthropic pro pracovní účely a zařadí Claude Code mezi vysoce rizikový software. Místo toho mají používat vlastního asistenta Qoder.
Alibaba will ban employees from using Anthropic's artificial intelligence tools for work purposes as of July 10, citing concerns that the U.S. company has back-door security risks, CNBC confirmed on Monday.
The Chinese e-commerce giant has put Anthropic's Claude Code on a high-risk software list, according to people familiar with the matter, who asked not to be named in order to discuss internal operations.
Alibaba's move follows Anthropic's decision in June to send a letter to the U.S. Senate Committee on Banking, Housing, and Urban Affairs, blaming the Chinese tech titan of "brazenly" and "illicitly" attempting to extract its AI capabilities. Anthropic accused Alibaba of carrying out "the largest known distillation attack" on it to date.
Anthropic's terms of service dictate that Chinese companies and other "adversarial nations" are banned from using its models.
Alibaba employees are required to uninstall all Anthropic models and agent products and instead use the Chinese company's own AI assistant, Qoder, the people said.
Alibaba and Anthropic both declined to comment.
Read more CNBC tech newsMeta's push into cloud computing means Wall Street has to prepare for lower marginsChip stocks that notched record rallies in second quarter start Q3 with a dudPlayStation will end physical disc production for new games in 2028Employers who laid off workers citing AI are already starting to regret itThe ban comes amid a wave of online blowback in China against Anthropic as posts on Reddit and GitHub outlined the use of hidden code meant to detect if users might be based in the country.
The Financial Times reported Friday that Anthropic is moving to close loopholes that have allowed Chinese companies to bypass restrictions and access Claude through third countries.
The UK newspaper cited sources as saying Chinese fintech group Ant "had provided employees with corporate Claude accounts that were accessed through the company's intranet, which is connected to its Singapore-based entity."
The FT reported that TikTok parent company Bytedance "does not facilitate access to Claude," but did start a reimbursement program that allows engineers to expense personal subscriptions. The engineers can access those subscriptions on virtual private networks.
Ant and ByteDance declined to comment on the Financial Times report.
ByteDance's reimbursement policy, unveiled on April 2, is meant to encourage staffers to "experience and learn" about a wider range of AI products to enhance their skills, a person familiar with the matter told CNBC. The person asked not to be named in order to discuss internal policies.
Key Takeaways NKE's wholesale revenues rose 4% in Q4 fiscal 2026, led by strength in North America.NIKE is rebuilding wholesale partnerships while reducing inventory and promotional activity. NKE's Win Now strategy is strengthening product innovation, brand engagement and marketplace execution. NIKE, Inc. (NKE - Free Report) has been making efforts to drive growth at its wholesale segment. The company is rebuilding its wholesale partnerships by expanding its reach across retail channels and enhancing its presence in the marketplace. It is also making significant investments in its physical retail network, refreshing more than 15,000 wholesale locations worldwide to improve product presentation and the overall consumer shopping experience.
NIKE is streamlining inventory, reducing promotional activity and investing in its wholesale network to create a healthier and more profitable distribution channel. While challenges persist in categories such as Sportswear and Jordan, as well as in markets like Greater China, the improving wholesale performance suggests that NIKE is making meaningful progress toward restoring growth. NIKE continues to remain under pressure in Greater China as it restructures its inventory and marketplace.
Hence, the company’s wholesale business is currently showing encouraging signs, with the segment’s revenues increasing 4% on a reported basis and 1% on a currency-neutral basis to $6.6 billion in fourth-quarter fiscal 2026. Wholesale trends improved, helping offset weakness in NIKE Direct. Growth was mainly driven by North America, partly offset by lower revenues in Greater China. For the fiscal year, wholesale revenues grew 4%, led by double-digit growth in North America.
Healthy demand for its performance-focused products and improving marketplace conditions have been driving results. Key partners are showing better performance. Management highlighted that sales and retail sell-through at Foot Locker turned positive for the first time in four years, suggesting stronger consumer demand and healthier inventory at retail partners.
The company continues to execute its "Win Now" turnaround strategy, which focuses on strengthening culture, accelerating product innovation, reinforcing brand strength and enhancing consumer engagement. NIKE is actively reducing excess inventory, scaling back promotional activity and optimizing shipments to better match product supply with consumer demand, helping create a healthier marketplace while supporting long-term profitability.
NKE’s Competitionlululemon athletica inc. (LULU - Free Report) continues to benefit from the progress with its Power of Three X2 growth strategy. LULU remains focused on its long-term growth strategy, which centers on continuous product innovation, enhancing the guest experience and expanding its international presence to drive sustainable growth. lululemon is experiencing robust international momentum, with China and other global markets driving faster growth.
adidas AG (ADDYY - Free Report) is focused on strengthening its brand appeal through continuous product innovation, operational excellence and strategic growth initiatives. ADDYY remains committed to enhancing profitability and long-term competitiveness by maintaining inventory discipline, improving operational efficiency and advancing its sustainability efforts. In addition, adidas is expanding its global footprint through localized market strategies, increased digital investments and an ongoing expansion of its retail store network.
NKE’S Price Performance, Valuation and EstimatesShares of NIKE have lost 33.5% in the past six months compared with the industry’s decline of 25.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, NKE trades at a forward price-to-earnings ratio of 23.72X compared with the industry’s average of 20.73X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NKE’s fiscal 2027 and fiscal 2028 earnings per share implies year-over-year growth of 13.9% and 32.5%, respectively. The company’s EPS estimate for fiscal 2027 and fiscal 2028 has moved south in the past seven days.
Jamie Dimon uvedl, že JPMorgan bude bojovat proti pravidlům týkajícím se výnosů ze stablecoinů v rámci zákona Digital Asset Market Clarity (CLARITY) Act. Spor může zasáhnout Circle i Coinbase.
The House of Representatives passed the Digital Asset Market Clarity (CLARITY) Act last July, which establishes a clearer federal framework for digital assets. However, the CLARITY Act remains in limbo in the Senate due to one major roadblock: how to handle stablecoins that pay interest-like rewards. Traditional banks want to ban stablecoin yields to protect their deposits. In contrast, crypto exchanges like Coinbase (COIN +2.05%) -- which earn revenue by taking a cut of the interest generated from the assets backing those stablecoins -- want them permitted.
In early May, Senators Thom Tillis and Angela Alsobrooks finally brokered a compromise: to ban passive stablecoin rewards (earned from just holding the token) but permit activity-based rewards (tied to actual transactions or platform utility). That compromise allowed the Senate to finally draft a new version of the bill that could clear a final vote.
Image source: Getty Images.
However, JPMorgan Chase (JPM +1.43%) CEO Jamie Dimon recently warned that any yield-bearing stablecoins providing bank-like returns without comparable capital, liquidity, and capital-protection requirements could create a "shadow banking" crisis. Dimon and major banking trade groups, including the American Bankers Association, are also ramping up their lobbying efforts to completely ban all yield-generating stablecoins.
How will that pressure impact crypto companies? If that pressure forces the Senate to revise the CLARITY Act to ban all stablecoin yields, two companies could suffer the most: Circle (CRCL +6.55%) and Coinbase (COIN +2.05%).
Circle issues USD Coin (USDC 0.02%), the most widely used stablecoin in the United States. It generates most of its revenue by collecting interest on the cash and U.S. Treasury bills that it holds to back its minted stablecoins. Coinbase, a founding partner of USDC, retains all of Circle's interest income on its platform and half of its residual reserve income.
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If the revised CLARITY Act bans all stablecoin yields, those tokens will become a lot less appealing than U.S. dollars. As that appeal wanes, Circle will mint fewer USDC tokens, accumulate less cash and Treasuries, and collect less interest. Less of that interest will flow to Coinbase, which will also collect lower fees as its stablecoin trading volumes decline.
The outcome is far from certain In a recent Fox Business interview, Dimon said about the CLARITY Act's stance on stablecoin yields: "We'll fight it. If we lose, we lose, and we'll live." Therefore, it's still unclear how this battle will end -- but we'll likely see some more clashes before Congress breaks for its August recess.
JPMorgan Chase is an advertising partner of Motley Fool Money. Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy.
UnitedHealth se odklání od růstu za každou cenu a soustředí se na ziskovost; v 1. čtvrtletí zlepšil MCR na 83,9 % a zvýšil výhled upraveného EPS na rok 2026.
Key Takeaways UnitedHealth is exiting lower-margin business and focusing on profitability to strengthen earnings quality.UNH improved first-quarter MCR to 83.9%, raised 2026 adjusted EPS outlook and targets a 3.6% net margin.Optum expansion in value-based care, specialty pharmacy and technology services supports long-term growth. UnitedHealth Group Incorporated (UNH - Free Report) is navigating a more challenging operating environment as elevated healthcare utilization, rising Medicare Advantage costs and tighter reimbursement have pressured margins. It has shifted its focus from rapid enrollment growth to stronger earnings quality. Now the key question for investors is whether this strategic reset can restore earnings momentum.
Rather than pursuing enrollment growth at any cost, UnitedHealth is taking a more disciplined approach by repricing Medicare Advantage plans, exiting less profitable markets and focusing on restoring margins and long-term profitability. Early signs suggest the strategy is gaining traction. In the first quarter of 2026, adjusted earnings topped expectations, while the Medical Care Ratio (MCR) improved 90 basis points year over year to 83.9%, reflecting better control over medical costs. It also raised its full-year adjusted EPS outlook and expects net margin to improve to around 3.6% in 2026 from 2.7% in 2025.
UnitedHealth's turnaround isn't just about cutting costs and improving profitability. Optum remains a key growth driver as UnitedHealth expands value-based care, specialty pharmacy and technology-enabled services. These businesses should support margin expansion and more durable earnings growth over time.
The company is also reinventing its PBM business by introducing a transparent, fee-based pricing model that moves away from the traditional rebate-driven system. Together with ongoing investments in Optum's care delivery and technology capabilities, these initiatives could strengthen customer relationships, support sustainable earnings growth and create long-term value for investors.
How Are UNH's Peers Positioned?UnitedHealth isn't alone in adapting to a tougher healthcare environment. Peers from the Medical space, including The Cigna Group (CI - Free Report) and Elevance Health, Inc. (ELV - Free Report) , are also prioritizing operational efficiency and higher-quality growth.
Cigna Group continues to strengthen its healthcare services business, with Evernorth driving growth through specialty pharmacy and AI-powered care solutions. The recent launch of Pharmacy Forward highlights Cigna's focus on simplifying specialty care while supporting long-term earnings growth.
Elevance Health remains focused on disciplined pricing, medical cost management and expanding ELV's Carelon health services platform. Continued investments in value-based care and integrated healthcare services should help improve operating efficiency and support steady long-term growth despite ongoing industry cost pressures.
UNH’s Price Performance, Valuation & EstimatesShares of UnitedHealth have risen 40.1% in the past 12 months compared with the industry’s 42.1%. growth.
Image Source: Zacks Investment Research
From a valuation standpoint, UNH trades at a forward price-to-earnings ratio of 21.71X compared with the industry average of 18.52X. UNH carries a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for UnitedHealth’s 2026 earnings is pegged at $18.32 per share, implying a 12.1% increase from the year-ago period’s level.
Image Source: Zacks Investment Research
UNH currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Samsung a SK Hynix plánují investovat přes 2 biliony USD do navýšení výroby paměťových čipů, což může omezit nabídku a vyvinout tlak na cenu pro Micron. Výstavba nových kapacit ale potrvá roky.
Micron Technology (MU +1.18%) stock has been on a tear over the past year. Shares of the memory specialist have jumped nearly 8x in a short time, driven by a rapid increase in demand for memory chips that has overwhelmed supply.
The memory supply shortage has been a massive tailwind for Micron Technology's bottom line. The company's earnings have been growing exponentially due to the incredible rise in memory prices. However, Micron's peers, Samsung and SK Hynix, have ambitious investment plans that could significantly reduce the supply demand gap in the memory industry.
That may not be a good thing for Micron stock. Here's why.
Image source: Micron Technology.
SK Hynix and Samsung are the kingpins of the memory industry As reported by Reuters, South Korea aims to double its memory chip production capacity over the next five years. Samsung and SK Hynix are going to play a key role in this expansion, as they have pledged an investment of just over $2 trillion.
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Given that Samsung and SK Hynix are among the world's largest memory chip suppliers, their massive investments could significantly reduce the demand-supply gap. Specifically, the two Korean giants control 67% of the global dynamic random-access memory (DRAM) capacity, according to Counterpoint Research. Their combined share of the NAND flash storage market stands at 47%.
Micron, for comparison, controls 22% of the DRAM market and 13% of the NAND flash market. So, Samsung and SK Hynix can influence the global memory in a big way. This doesn't bode well for Micron, as its pricing power could take a hit if Korean competitors add substantial new capacity. Even analysts are worried that this capacity expansion could create an oversupply, and that could negatively impact memory prices.
Does this mean it is time to book your profits in Micron stock? Not necessarily.
Micron's impressive growth is here to stay Adding new memory production capacity takes time. Building a memory fab can take anywhere between three to five years. So, even if SK Hynix and Samsung accelerate their infrastructure build-out, it will take a few years for them to start producing memory chips from their new facilities. Moreover, Samsung and SK Hynix are likely to monitor memory demand to ensure that they don't end up in an oversupply situation, which has hurt both companies in the past.
Additionally, SK Hynix's chairman believes that the additional capacity won't be enough to address the supply shortage. It is easy to see why that's the case. The high-bandwidth memory (HBM) used in AI chips consumes 3x as much wafer capacity as conventional memory chips. With HBM demand anticipated to increase at an annual rate of 42% through 2033, the ongoing shortage in the console, smartphone, and personal computing (PC) markets is likely to persist.
And as the new capacity comes online, it is likely to be absorbed by the markets where there is currently a major shortage. For instance, smartphone sales are anticipated to decline by 13.9% in 2026, according to IDC. The firm anticipates a 1.1% drop next year before growth resumes in 2028. Higher memory prices have been affecting smartphone sales, so any additional capacity could go toward satisfying pent-up demand in this market over the next couple of years.
So, the structural growth of the memory market due to the advent of AI should ideally prevent a downturn. That's why Micron investors shouldn't worry as the favorable conditions driving its growth are likely to persist.
This is probably why analysts are predicting that the company will clock outstanding earnings growth.
Data by YCharts
Moreover, Micron's price-to-earnings ratio of 23 makes it too cheap to ignore, considering its astronomical growth and sunny outlook. The tech-focused Nasdaq-100 index trades at 35 times earnings, which means Micron is a value stock. Assuming Micron trades at even 25 times earnings at the end of fiscal 2028 and its earnings per share reach $167.92, the company's stock price could jump to $4,198.
That's just over 4x its current stock price. So, investors can continue holding this AI stock in their portfolios, or even buy more, as it could keep skyrocketing.
Broadcom (AVGO +3.78%) has spent 2026 doing two things at once: posting some of the fastest growth of any large company in the market, and watching its stock sink anyway. Shares trade about 24% below their 52-week high of $495 as of this writing -- even after Broadcom and OpenAI unveiled Jalapeño, their co-developed artificial intelligence (AI) chip, in late June.
An accelerating business attached to a discounted stock is the raw material of every buy-the-dip debate. Is this one worth taking?
Image source: Getty Images.
The growth the sell-off is ignoring "Q2 semiconductor revenue from AI of $10.8 billion grew 143% year-over-year, above our forecast, driven by increasing demand for custom AI accelerators and AI networking," said CEO Hock Tan in the company's fiscal second-quarter earnings release.
And the momentum is guided to steepen from there. Tan said Broadcom expects AI chip revenue to grow more than 200% year over year this quarter, to $16.0 billion -- within total revenue guidance of about $29.4 billion, up 84%. For a company this size, growth rates like these have almost no precedent outside the AI build-out itself.
Companywide, second-quarter revenue grew 48% to a record $22.2 billion, and adjusted earnings before interest, taxes, depreciation, and amortization came in at 69% of revenue -- profitability most software companies would envy, produced by a chipmaker.
Behind the numbers sits a short, remarkable customer list.
Tan told analysts that Broadcom now has six core custom-chip customers, including OpenAI, Anthropic, Meta Platforms, and Google parent Alphabet.
Jalapeño is the newest evidence that the model works. The inference processor -- built to run AI models for users, rather than train them -- reportedly went from initial design to completion in about nine months, with OpenAI's own models helping speed the engineering. The partners have said they plan to deploy racks of OpenAI-designed chips starting late this year, building toward systems that would ultimately draw 10 gigawatts of power. The two companies first revealed their plans last October, after 18 months of joint work behind closed doors.
The design choice matters for the industry, too. Jalapeno is an application-specific chip -- less flexible than a graphics processing unit, but cheaper to run for one dedicated job. Every workload that moves to silicon like this is one that no longer needs a general-purpose chip, which is a big part of why custom accelerators have arguably become the industry's fastest-growing niche.
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Why are shares trading at a discount? So why is a company growing this fast still 24% off its high?
Two worries seem to carry most of the weight. The first is concentration: a business increasingly tied to a handful of giant AI customers rises and falls with their spending decisions, and the whole AI trade stumbled into July. The second is the economics of custom silicon -- purpose-built chips are typically cheaper for customers than off-the-shelf processors, which is much of their appeal and limits their sellers' pricing power.
Has the stock's pullback made it a buy?
On trailing results -- still weighed down by acquisition-related amortization running through the income statement -- Broadcom trades at about 60 times earnings. On forecast earnings, however, the multiple falls to about 19, because profits are scaling with the AI ramp.
Then there's the company's impressive cash generation.
Broadcom produced $10.3 billion of free cash flow last quarter -- 46% of revenue -- and pays a $0.65 quarterly dividend besides.
Overall, I'd call this dip buyable, but in moderation. The demand signals are among the strongest anywhere in the chip industry. The customer list keeps deepening, and Jalapeño could be a game changer.
The risks -- customer concentration, custom-chip pricing, and an AI trade prone to sudden repricing -- are exactly why the shares sit this far below their high, and they argue for a modest position rather than a bold one. But at about 19 times forward earnings, helped by revenue growth guided to exceed 80%, the discount looks larger than the danger.
I might become more cautious about the stock if upcoming reports show a material step-down in AI revenue growth from the guided pace, or a pullback by one of those six anchor customers.
Until then, I'd rather own this dip than wait for a friendlier headline and a higher price.
Vaxart oznámil, že v 12měsíčních údajích z přibližně 400členné bezpečnostní kohorty fáze 2b se neobjevily žádné závažné nežádoucí účinky související s vakcínou ani přetrvávající nežádoucí účinky stupně 3 a vyšší. Kompletní údaje ze studie se očekávají v roce 2027.
No vaccine-related serious adverse events (SAEs) or sustained Grade 3 or higher adverse events related to the vaccine reported
SOUTH SAN FRANCISCO, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Vaxart, Inc. (OTCQX: VXRT) today announced topline data from the approximately 400-participant sentinel safety cohort of its Phase 2b clinical trial evaluating the Company’s oral pill COVID-19 vaccine candidate against an approved mRNA vaccine comparator. Participants in this safety cohort received Vaxart’s oral pill vaccine (201 participants dosed) or an approved mRNA vaccine (199 participants dosed) targeting the XBB strain of SARS-CoV-2, the virus that causes COVID-19. No vaccine-related serious adverse events (SAEs) or sustained Grade 3 or higher adverse events (AEs) were reported in either arm of the study. Data from the complete study, comprising the 400 dosed participants in the sentinel safety cohort and approximately 5,000 dosed participants in the main cohort, are currently anticipated in 2027. Participants in the main cohort received vaccines targeting the KP.2 viral strain prevalent at the time cohort dosing was initiated.
“These topline safety data are encouraging and are consistent with the safety profile observed to date in other studies of our oral pill vaccine constructs,” said James Cummings, MD, Chief Medical Officer at Vaxart. "We know that safety and tolerability are critical factors in successful vaccine development, and we are pleased with how our investigational vaccine performed in this cohort.”
What did the topline 12-month results from the sentinel safety cohort show?
Key topline 12-month results from the 400-participant sentinel safety cohort (201 oral vaccinees and 199 mRNA vaccinees) include:
No vaccine-related serious adverse events (SAEs) or sustained Grade 3 or higher AEs were reported in either the oral pill vaccine or mRNA arms of the trial.The most common AEs in participants receiving the oral pill vaccine were malaise/fatigue (20.9%), headache (18.9%) and anorexia (10.0%). Fewer than 10% of participants experienced any other AE.The most common AEs in participants receiving the mRNA vaccine were injection site pain (60.3%), injection site tenderness (40.2%), malaise/fatigue (35.2%), myalgia/muscle pain (33.2%), and headache (28.6%). Arthralgia, chills, anorexia, nausea, diarrhea, and induration/swelling at the injection site were experienced by between 10-15% of participants. Fewer than 10% of participants experienced any other AE.With respect to the efficacy measure of symptomatic COVID, 33 participants in Vaxart’s oral pill vaccine arm and 30 participants in the injectable mRNA vaccine arm had symptomatic disease. Asymptomatic COVID cases were reported in 12 participants in the Vaxart oral pill arm and 12 in the mRNA vaccine arm. It should be noted that this 400-participant sentinel safety cohort was not powered to determine comparative efficacy between the two arms.Topline data from the complete study, comprising the 400 participants in the sentinel safety cohort and approximately 5,000 participants in the main cohort, are anticipated in 2027. The main cohort is designed and powered to support the planned statistical comparison of safety and relative efficacy outcomes between the two arms. “These first cohort topline data are an important advancement for our COVID-19 program and for our oral pill vaccine platform overall,” said Steven Lo, Chief Executive Officer at Vaxart. “This study adds to the body of evidence supporting the safety profile of our vaccine constructs as we look to demonstrate the potential of our proprietary oral delivery technology. We believe more insights into our oral COVID program are important and will be further analyzing this cohort as we eagerly await the readout from the main cohort of this trial, which is expected to provide more robust information on safety and efficacy.”
Funding for this award was received under Project NextGen, an initiative by the Biomedical Advanced Research and Development Authority (BARDA), part of the Administration for Strategic Preparedness and Response (ASPR) in the U.S. Department of Health and Human Services (HHS), and the National Institute of Allergy and Infectious Diseases (NIAID) to accelerate and streamline the development of the next generation of innovative COVID-19 vaccines, therapeutics, and enablers. Vaxart’s project award through the Rapid Response Partnership Vehicle (RRPV) Consortium is valued at up to $344.8 million. This project has been funded in whole or in part with federal funds from the Department of Health and Human Services; Administration for Strategic Preparedness and Response (ASPR); Biomedical Advanced Research and Development Authority (BARDA), under Other Transaction Number: 75A50123D00005.
About Vaxart
Vaxart is a clinical-stage biotechnology company developing a range of oral recombinant vaccines based on its proprietary delivery platform. Vaxart vaccines are designed to be administered using pills that can be stored and shipped without refrigeration and eliminate the risk of needle-stick injury. Vaxart believes that its proprietary pill vaccine delivery platform is suitable to deliver recombinant vaccines, positioning the company to develop oral versions of currently marketed vaccines and to design recombinant vaccines for new indications. Vaxart’s development programs currently include pill vaccines designed to protect against coronavirus, norovirus and influenza, as well as a therapeutic vaccine for human papillomavirus (HPV), Vaxart’s first immune-oncology indication. Vaxart has filed broad domestic and international patent applications covering its proprietary technology and creations for oral vaccination using adenovirus and TLR3 agonists.
Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that involve substantial risks and uncertainties. All statements, other than statements of historical facts, included in this press release regarding Vaxart's strategy, prospects, plans and objectives, results from preclinical and clinical trials and the timing of such results, and beliefs and expectations of management, including statements regarding Vaxart’s Phase 2b clinical trial of its oral pill COVID-19 vaccine candidate, the 400-participant sentinel safety cohort, the approximately 5,000-participant main cohort, further analyses of trial data, anticipated timing of complete study data, and funding under Project NextGen and the RRPV Consortium, are forward-looking statements. These forward-looking statements may be accompanied by such words as "should," "believe," "could," "potential," "will," "expected," “anticipate,” "plan," “intend,” “may,” “estimate,” “approximately,” “designed,” “powered,” “subject to,” and other words and terms of similar meaning. Examples of such statements include, but are not limited to, statements relating to Vaxart's ability to develop its product candidates and oral pill vaccine platform; Vaxart's expectations regarding clinical results and trial data, and the timing of receiving and reporting such clinical results and trial data, including further analyses of the sentinel safety cohort and complete study data anticipated in 2027; Vaxart’s expectations regarding the design, powering, conduct, completion and analysis of its Phase 2b COVID-19 trial and main cohort; and Vaxart’s expectations with respect to the safety, tolerability, efficacy, relative efficacy, immunogenicity and potential regulatory significance of its product candidates, as well as the availability, permitted uses and sufficiency of funding under the Project NextGen/BARDA/RRPV award. These forward-looking statements are based on Vaxart’s current expectations and assumptions as of the date of this press release. Vaxart may not actually achieve the plans, carry out the intentions, or meet the expectations or projections disclosed in the forward-looking statements, and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions, expectations, and projections disclosed in the forward-looking statements. Various important factors could cause actual results or events to differ materially from the forward-looking statements that Vaxart makes, including uncertainties inherent in research and development, including the ability to meet anticipated clinical endpoints, retain participants, collect follow-up data, generate sufficient evaluable cases and events, and complete, unblind, analyze and report data from the Phase 2b trial, including the main cohort, in the expected timeframes, as well as the possibility of unfavorable new clinical data and further analyses of existing clinical data, including analyses that may differ from or not confirm the topline data from the sentinel safety cohort or may not support conclusions regarding safety, tolerability, immunogenicity, efficacy or relative efficacy; the risk that clinical trial data, including data from the sentinel safety cohort and main cohort, are subject to differing interpretations and assessments by Vaxart, investigators, independent safety reviewers, funding agencies, regulatory authorities and other third parties; whether regulatory authorities will be satisfied with the design of and results from the clinical studies, including the study’s comparator, endpoints, statistical assumptions, strain selection, safety database and efficacy analyses; decisions by regulatory authorities impacting labeling, manufacturing processes, and safety that could affect the availability or commercial potential of any product candidate, including the possibility that Vaxart's product candidates may not be approved, authorized or licensed by the FDA or non-U.S. regulatory authorities; and that results from the Phase 2b trial may not be sufficient to support regulatory submissions, regulatory interactions, approval, authorization, licensure or commercialization of Vaxart’s oral pill COVID-19 vaccine candidate; risks related to government funding for the Phase 2b trial, including whether amounts under the Project NextGen/BARDA/RRPV award will be available, released, reimbursed or sufficient in the amounts or at the times expected, and whether the award may be modified, reduced, delayed, suspended or terminated or subject to conditions, audits or other compliance requirements; that Vaxart or its partners may experience manufacturing, supply, storage, shipment, stability, quality control or quality assurance issues and delays due to events within, or outside of, Vaxart's or its partners' control; difficulties in production, particularly in scaling up initial production, including difficulties with production costs and yields, quality control, including stability of the product candidate and quality assurance testing, shortages of qualified personnel or key raw materials, and compliance with strictly enforced federal, state, and foreign regulations; Vaxart's ability to obtain sufficient capital to fund its operations on terms acceptable to Vaxart, if at all, including expenses not covered by government funding; the impact of changes in government public-health, procurement and funding priorities; changes in COVID-19 incidence, circulating variants, vaccination recommendations and market demand; and competition from approved and investigational COVID-19 vaccines and other vaccine technologies; and other risks described in the “Risk Factors” sections of Vaxart’s most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other filings filed with or furnished to the SEC. Vaxart does not assume any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Contact
Vaxart Media and Investor Relations:
FINN Partners [email protected]
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- SiriusXM (NASDAQ: SIRI) will release its second quarter 2026 operating and financial results on Thursday, July 30, 2026. The company will host an investor conference call that morning at 8:00 a.m. ET to discuss results. A live webcast of the call will be available on the SiriusXM Investor Relations website at https://investor.siriusxm.com.
About Sirius XM Holdings Inc.
SiriusXM is the leading audio entertainment company in North America with a portfolio of audio businesses including its flagship subscription entertainment service SiriusXM; the ad-supported and premium music streaming services of Pandora; an expansive podcast network; and a suite of business and advertising solutions. Together, SiriusXM reaches a combined monthly audience of approximately 255 million listeners. SiriusXM offers a broad range of content for listeners everywhere they tune in with a diverse mix of live, on-demand, and curated programming across music, talk, news, and sports. For more about SiriusXM, please go to: www.siriusxm.com.
Source: SiriusXM
Investor contact:
Jennifer DiGrazia
1 (818) 384-4543
[email protected]
Toyota Motor North America investuje 3,6 miliardy USD do rozšíření závodu v San Antoniu, kde přidá druhou montážní linku pro Tacoma. Vznikne 2 000 nových pracovních míst, přibude 2,5 milionu čtverečních stop a areál se do roku 2030 zdvojnásobí.
Investment will enable Tacoma assembly alongside Tundra, Sequoia and rear axles
, /PRNewswire/ -- Toyota Motor North America (TMNA) announced it will invest $3.6 billion to expand its San Antonio manufacturing campus with a second vehicle assembly line to support the Tacoma truck. The expansion will create 2,000 new, high-quality jobs and add 2.5 million square feet to Toyota Texas, doubling its size by 2030.
TMNA will transition Tacoma production from Toyota Motor Manufacturing Baja California (TMMBC) to the expanded Toyota Texas plant over an approximate four-year period.
Toyota Announces $3.6B Expansion, 2,000 New Jobs at its San Antonio Plant - Investment will enable Tacoma assembly alongside Tundra, Sequoia and rear axles. "Toyota's continued investment in North America is a testament to our confidence in the region's workforce, innovation and long-term growth potential," said President and CEO Ted Ogawa, TMNA. "By expanding our San Antonio plant, we are deepening our commitment to American manufacturing, creating meaningful and sustainable jobs, while advancing our mission to deliver high-quality vehicles that meet the changing needs of customers today and into the future."
After a highly competitive process, this expansion highlights Toyota's commitment to Texas as a vital hub for automotive innovation and manufacturing excellence.
"Texas is where the world builds bigger, and Toyota shows it once more with a $3.6 billion expansion in San Antonio that doubles their factory footprint and creates 2,000 new jobs," said Texas Governor Abbott. "This Texas-sized investment reflects the strength of our workforce and the unmatched business advantages found only in our state. Supported by the Texas Enterprise Fund and JETI program, this expansion will deliver economic opportunities to generations of San Antonio families and further cement Texas as the premier destination for world-class advanced manufacturing."
This latest investment will add another assembly line to the campus at Toyota Texas, which already includes a vehicle assembly line and new rear axle plant that is nearing startup.
"We are so proud of Team Texas and what they have accomplished over the past two decades," said Frank Voss, group vice president of truck manufacturing, TMNA and president of Toyota Texas. "The 2,000 acres of South Texas ranchland our plant stands on today was purposefully selected for its ability to scale with vehicle demand, and today marks the first step toward realizing that potential. We're excited to add the beloved Tacoma to our existing award-winning lineup, and we thank the State of Texas, Bexar County and City of San Antonio for their longstanding support."
This expansion brings Toyota's total investment in San Antonio to $8.3 billion since breaking ground in 2003. The new facility will enable increased flexibility for the plant through advanced manufacturing technologies and will align with Toyota's broader North American operations. Toyota remains committed to its operations throughout the U.S., Canada, and Mexico, and encourages a quick resolution to USMCA to make the North American region globally competitive.
"Toyota has been a loyal and dedicated partner in this community for two decades," said Bexar County Judge Peter Sakai. "This is the plant's second milestone investment in two years. Toyota continues to honor its commitments here, and this exciting initiative shows the confidence one of the world's leading companies has in Bexar County today and in the future."
Toyota's local workforce will climb to approximately 6,000 team members, supported by 23 on-site suppliers and their employees.
"San Antonio proudly hosts Toyota, and we're excited to be selected for additional expansion," said San Antonio Mayor Gina Ortiz Jones. "This is a significant recognition of the talent our city offers, as well as the investments our community is willing to make to support Toyota's growth. We look forward to expanding the Toyota family in San Antonio."
For nearly 20 years, Toyota Texas has rolled out top-quality trucks and SUVs, assembling more than 197,000 vehicles last year alone. The San Antonio plant is the exclusive home of the Tundra and Sequoia, both assembled on the same production line, and will begin production at its new rear axle facility this fall.
ADDITIONAL QUOTES
U.S. Senator John Cornyn: "Today's approval of a new Toyota assembly line in San Antonio is great news for Bexar County and Texas as a whole," said Sen. Cornyn. "This $3.6-billion investment will create 2,000 new, well-paying jobs and bring expanded economic opportunities to South Central Texas, and I applaud Toyota for growing their already significant presence in the Lone Star State even further."
U.S. Senator Ted Cruz: "Texas leads the nation because we believe in free enterprise, low taxes, and fewer government barriers to job creators. Congratulations to Toyota on their $3.6 billion new investment in San Antonio. It is another powerful vote of confidence in our state's workers and pro-growth policies. This expansion will create thousands of high-paying jobs, strengthen American manufacturing, and reinforce Texas as the best place in the country to build, invest, and innovate. I look forward to seeing the opportunities Toyota continues to create for San Antonio and communities across our great state."
Lieutenant Governor, State of Texas, Dan Patrick: "Texas' proven formula of free markets, a stable regulatory environment, and fiscal responsibility is why the Lone Star State remains the best state to do business in America," said Lt. Gov. Dan Patrick. "Toyota's new $3.6 billion investment in Bexar County is yet another important data point supporting that fact. This transformational investment for a new Toyota manufacturing line will result in billions in economic activity for the local San Antonio economy and will provide over 2,000 high-paying jobs for families in San Antonio and the surrounding communities."
Texas Speaker of the House, Dustin Burrows: "The State of Texas is proud to strengthen its partnership with Toyota Motor Manufacturing Texas through the announcement of this new San Antonio facility," said Speaker Dustin Burrows. "This investment reflects the confidence that world-class employers like Toyota continue to have in Texas' pro-business climate and skilled workforce. We are grateful for the good-paying jobs and economic opportunities this facility will bring to the region, and we look forward to building on Texas' partnership with Toyota."
Texas State Representative, John Lujan: "As a lifelong resident of San Antonio, I have seen firsthand the impact Toyota has made over the past two decades. Toyota has become an essential part of our city's identity, and this new investment will continue Toyota's legacy of uplifting our Southside residents, breaking cycles of poverty, and providing lasting skills and good-paying jobs. It is truly an honor to work alongside Toyota's leadership, Governor Abbott, Bexar County, and the City of San Antonio to bring this success to our community. I congratulate Toyota on this milestone, which will continue to create opportunity and strengthen South San Antonio for generations to come."
Texas State Senator, Roland Gutierrez: "Toyota Motor Manufacturing Texas' decision to expand in San Antonio is tremendous news for our community and for the State of Texas. The creation of 2,000 new jobs and an economic impact of more than $3.6 billion reflects the strength of our workforce, our business-friendly environment, and the opportunities that continue to grow in our region. This investment adds to the vibrancy of our city and will enhance our area for generations to come. Toyota believes in San Antonio and is proud to invest in the people who make our community such a remarkable place to live and work. We look forward to strengthening our partnership and celebrating continued success together."
Southwest ISD Superintendent, Dr. Jeanette Ball: "Many of our Southwest ISD families have a real, personal connection to Toyota's investment in our community. We're proud to play a role in supporting their expansion and the opportunity it brings to our families."
President and CEO, greater:SATX Regional Economic Partnership, Sarah Carabias Rush: "This marks a transformational expansion for Toyota in San Antonio. With a second vehicle assembly line, Toyota will continue to grow quality jobs with tremendous career progression opportunities for our San Antonio region," said Sarah Carabias Rush, president and CEO of greater:SATX Regional Economic Partnership. "This win reflects the competitive strength of our skilled workforce, our leadership in automotive manufacturing innovation and the seamless collaboration among the State of Texas, Bexar County, the City of San Antonio and our utility and infrastructure partners to secure this opportunity."
About Toyota
Toyota (NYSE:TM) has been a part of the cultural fabric in the U.S. for nearly 70 years, and is committed to advancing sustainable, next-generation mobility through our Toyota and Lexus brands, plus our nearly 1,500 dealerships.
Toyota directly employs approximately 48,000 people in the U.S. who have contributed to the design, engineering, and assembly of more than 36 million cars and trucks at our 11 manufacturing plants. In 2025, Toyota's plant in North Carolina began to assemble automotive batteries for electrified vehicles.
To help inspire the next generation for careers in advanced manufacturing, Toyota launched its in-person tour booking platform and virtual tour experience at www.TourToyota.com allowing guests to schedule a live tour to see several of our U.S. manufacturing facilities in action or visit all plants virtually from anywhere around the globe.
For more information about Toyota, visit www.ToyotaNewsroom.com.
Media Contact:
Melinda Louden
210-748-6103
[email protected]
Kratos Defense získal zhruba 36 milionů USD za zakázku na nový systém protivzdušné obrany a dál rozšiřuje výrobu bezpilotních systémů. Tržby divize Unmanned Systems ve 1. čtvrtletí 2026 stouply na 82,6 milionu USD z 63,1 milionu USD.
Key Takeaways Kratos Defense is expanding unmanned systems and air defense through new contracts and production investments.KTOS grew first-quarter 2026 Unmanned Systems revenues, driven primarily by XQ-58A Valkyrie activity.KTOS faces supply-chain and cost pressures, though 2026 and 2027 EPS estimates project strong growth. Kratos Defense & Security Solutions, Inc.’s (KTOS - Free Report) shares have risen 23.6% over the past year compared with the Zacks Aerospace-Defense Equipment industry’s growth of 22.6%. The company continues to hold a leading position as the U.S. Army's principal supplier of unmanned target drones, with long-term demand supported by consistent U.S. defense budget allocations.
Image Source: Zacks Investment Research
Other defense equipment stocks have shown mixed performance over the past year. While Curtiss-Wright (CW - Free Report) has gained 54.7%, AeroVironment (AVAV - Free Report) declined 20.7%. Curtiss-Wright and AeroVironment are specialized defense technology companies that benefit from U.S. military modernization and rising defense spending, rather than being prime defense contractors.
Considering Kratos Defense’s outperformance, investors might be left wondering if this is a good time to add KTOS stock to their portfolio. Let's examine the factors that contributed to the share price gain and assess the stock's investment prospects to make an informed decision.
Tailwinds for KTOS StockKratos Defense is the primary unmanned aerial target drone system provider for the U.S. Air Force, Navy, Army and several allied defense agencies. This position has led to multiple recent contracts and partnerships that are expanding its presence in the global UAS market, including a Counter-UAS award in March 2026 and teaming activity tied to the XQ-58A Valkyrie. In first-quarter 2026, Unmanned Systems revenues increased to $82.6 million from $63.1 million a year earlier, driven primarily by Valkyrie-related activity.
In July 2026, Kratos Defense received an approximate $36 million sole-source contract award for a new air defense missile system. The sole-source nature of the award indicates that Kratos Defense possesses specialized capabilities that the customer considered difficult to replace through competitive bidding, strengthening its reputation as a trusted supplier for sensitive national security programs. The contract also supports higher utilization of the manufacturing capacity that the company has been expanding in recent years, potentially improving operating leverage as production scales.
In June 2026, Kratos Defense announced its plans to significantly increase production capacity for its Spartan line of turbojet engines to support growing demand across missile and loitering munition programs. By increasing annual production capacity to 3,000 engines and investing ahead of demand through internally funded procurement of long-lead materials and supply-chain enhancements, Kratos Defense is improving its ability to deliver at scale while shortening lead times for customers.
Headwinds for KTOSKratos Defense continues to cite supply-chain disruptions and parts availability as industry issues that can delay material receipts and deliveries. Management’s 2026 outlook explicitly assumes potential manufacturing and supply-chain disruptions, parts shortages and continued cost increases. Inventoried costs increased to $225.7 million as of March 29, 2026, from $188.2 million as of 2025-end, consistent with larger lot purchases and long-lead items. Persistently higher input costs or further supply friction could pressure margins and keep cash conversion below investor expectations.
Estimates for KTOS StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share (EPS) indicates an increase of 30.91% and 42.34%, respectively, year over year.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Curtiss-Wright’s 2026 and 2027 EPS implies an increase of 14.7% and 11.7%, respectively, year over year. The consensus estimate for AeroVironment’s fiscal 2027 EPS indicates an increase of 4.5% year over year.
KTOS’ Earnings Surprise HistoryThe company beat on earnings in each of the trailing four quarters, delivering an average surprise of 22.64%.
Image Source: Zacks Investment Research
KTOS’ Return on Equity Lower Than IndustryThe company’s trailing 12-month return on equity of 4.3% is lower than the industry average of 12.47%. Return on equity, a profitability measure, reflects how effectively a company utilizes its shareholders’ funds to generate income.
Image Source: Zacks Investment Research
KTOS Stock Trades at a DiscountIn terms of valuation, KTOS’ forward 12-month price/sales (P/S) is 5.33X, a discount to the industry’s average of 14.62X.
Image Source: Zacks Investment Research
What Should an Investor Do Now?Kratos Defense continues to strengthen its leadership in unmanned systems and air defense through new contract awards, strategic partnerships, and growing demand for its advanced autonomous and missile technologies. The company is also expanding its propulsion manufacturing capabilities, positioning itself to capture rising opportunities in missile, loitering munition, and next-generation defense programs.
Investors who already own this Zacks Rank #3 (Hold) stock may consider retaining their position, considering its price performance and strong earnings growth. Given its poor ROE, new investors may wait and look for a better entry point. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Lowey Dannenberg vyšetřuje The Ensign Group kvůli možnému porušení federálních zákonů o cenných papírech po shortových zprávách, které ji viní z falšování údajů o kvalitě péče a možného podvodu s Medicare a Medicaid.
NEW YORK, July 06, 2026 (GLOBE NEWSWIRE) -- Lowey Dannenberg P.C., a preeminent law firm in obtaining redress for consumers and investors, is investigating The Ensign Group (NASDAQ: ENSG) (“Ensign” or the “Company”) for potential violations of the federal securities laws.
On June 8, 2026, Hunterbrook published a detailed short-seller report alleging that the company engaged in systemic quality-measure gaming, falsified care-quality data, and improper related-party billing across its skilled nursing operations. Following this news, the price of Ensign stock fell significantly, causing millions of dollars in shareholder losses.
Then, on June 11, 2026, Muddy Waters Research published a short report on Ensign Group, alleging possible Medicare and Medicaid fraud via a scheme to rent licenses of administrators of skilled nursing facilities who are not actually managing the facilities, potentially in violation of the False Claims Act. This news caused the price of Ensign stock to drop even further.
“Our investigation concerns whether the company and its executives provided investors with accurate and complete information about the company,” said Andrea Farah, Lowey Dannenberg, P.C., Partner and Head of the firm’s securities practice.
If you suffered a loss in Ensign securities and wish to participate, check your eligibility through Lowey’s case management platform, https://claimmagic.com/cases/the-ensign-group. Alternatively, you can contact our attorneys Andrea Farah ([email protected]) at (914)733-7256 or Vincent R. Cappucci Jr. ([email protected]) at (914)733-7278.
About Lowey Dannenberg
Lowey Dannenberg is a national firm representing institutional and individual investors who suffered financial losses resulting from corporate fraud and malfeasance in violation of federal securities and antitrust laws. The firm has significant experience in prosecuting multi-million-dollar lawsuits and has previously recovered billions of dollars on behalf of investors.
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Lowey Dannenberg P.C.
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White Plains, NY 10601
Tel: (914) 733-7256
Email: [email protected]
A sign hangs in front of the world headquarters of Vertex Pharmaceuticals in Boston, Massachusetts, U.S., October 23, 2019. REUTERS/Brian Snyder/File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 6 (Reuters) - Vertex Pharmaceuticals (VRTX.O), opens new tab will buy Crinetics Pharmaceuticals (CRNX.O), opens new tab for a total equity value of about $10 billion, the companies said on Monday.
Shares of Crinetics more than doubled in extended trading, while those of Vertex were marginally down.
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The acquisition gives Vertex access to Palsonify, which was approved by the U.S. Food and Drug Administration in September 2025 to treat adults with acromegaly, a rare hormonal disorder caused by excess growth hormone. The companies said the once-daily oral therapy has shown early commercial momentum since launch.
Crinetics’ experimental drug, atumelnant, is in late-stage development for congenital adrenal hyperplasia, or CAH, a rare genetic disorder affecting the adrenal glands.
The companies said Palsonify and atumelnant could together generate more than $5 billion in peak annual sales. Vertex expects the deal to add immediately to revenue growth and become accretive to non-GAAP operating income in 2029.
Vertex will pay $85 per Crinetics share, the companies said, with the deal expected to close in the third quarter of 2026.
Reporting by Puyaan Singh in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Společnost IonQ spustila Clavis XG Multiplex pro nasazení kvantového zabezpečení v metropolitních optických sítích. Zároveň uvedla InSAR pro milimetrově přesné sledování deformací zemského povrchu.
Key Takeaways IonQ launched Clavis XG Multiplex to make quantum security deployable across metro fiber networks. IONQ's Clavis XG Multiplex uses existing network infrastructure to reduce long-term cryptographic risk. IonQ launched InSAR capabilities for millimeter-precision ground deformation monitoring. IonQ (IONQ - Free Report) is strengthening its commercial portfolio beyond quantum computing by expanding into quantum cybersecurity and space-based geospatial intelligence. In line with this, the company introduced Clavis XG Multiplex, marking a new addition to its Clavis XG Quantum Key Distribution (“QKD”) portfolio designed to make quantum security deployable across metropolitan fiber networks.
Clavis XG Multiplex enables high-performance, physics-based key distribution on a customer’s existing network infrastructure without requiring operators to redesign, isolate or dedicate optical networks for quantum security. The result provides a cost-effective way to reduce long-term cryptographic risk across network segments as broader post-quantum cryptography (PQC) migration progresses across the enterprise.
IonQ also commercially launched Interferometric Synthetic Aperture Radar (InSAR) capabilities through its space missions line. The offering enables millimeter-precision ground deformation monitoring with fully automated tasking and data delivery. It enables customers to detect and track physical changes on the Earth's surface with a frequency and scale never previously offered by a commercial SAR provider.
Peer UpdateRigetti (RGTI - Free Report) recently announced the general availability of its 108-qubit quantum system, Cepheus-1-108Q, marking a significant step forward in its scaling roadmap. The system represents the company’s largest modular architecture to date, built using its proprietary chiplet-based design. Rigetti is demonstrating progress in scaling quantum hardware while maintaining performance benchmarks such as 99.1% median two-qubit gate fidelity and 99.9% single-qubit fidelity.
Quantum Computing Inc. (QUBT - Free Report) is steadily expanding its footprint in applied quantum technologies. The company secured a contract from the National Institute of Standards and Technology to develop thin-film lithium niobate photonic integrated circuits, highlighting its growing capabilities in advanced photonics. Additionally, QUBT won a subcontract linked to NASA Langley Research Center to develop quantum-based techniques for removing solar noise from space-based LiDAR data, reinforcing its role in next-generation aerospace innovation.
IONQ’s Price PerformanceOver the past year, IONQ’s shares have gained 8.6% compared with the industry’s 221.9% growth.
Image Source: Zacks Investment Research
Expensive ValuationIonQ currently trades at a forward 12-month price-to-sales (P/S) of 54.58X compared with the industry median of 4.45X.
Image Source: Zacks Investment Research
IONQ Stock Estimate TrendIn the past 30 days, its loss per share estimate for 2026 has moved south to $1.07.
Image Source: Zacks Investment Research
IonQ currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Alcon a RxSight oznámily neexkluzivní spolupráci na vývoji nastavitelných PCIOL pro korekci presbyopie po operaci šedého zákalu. RxSight získá předem 60 milionů USD a až 140 milionů USD v milníkových platbách.
Non-exclusive license agreement for the development and commercialization of novel post-operative light adjustable PCIOL technologiesCollaboration aims to combine best-in-class PCIOL optics with first-in-class platform to enable fine-tuning of visual outcomes after cataract surgery ALISO VIEJO, Calif., July 06, 2026 (GLOBE NEWSWIRE) -- Alcon (SIX/NYSE: ALC), the global leader in eye care dedicated to helping people see brilliantly, and RxSight, Inc. (NASDAQ: RXST), an ophthalmic medical device company dedicated to providing high-quality customized vision to patients following cataract surgery, today announced a non-exclusive collaboration to jointly develop adjustable presbyopia-correcting intraocular lenses (PCIOLs).
Under the collaboration, the companies will be innovating on their respective platforms – RxSight's post-operative light-adjustable technology and Alcon's PCIOL optical designs – and combining them to create a co-developed technology that enables surgeons to fine-tune visual outcomes for their cataract patients who choose a PCIOL.
“Our leading PCIOLs have helped millions of patients reduce or eliminate the need for glasses after cataract surgery,” said David J. Endicott, Chief Executive Officer of Alcon. “Together with RxSight’s technology, we have the opportunity to develop tunable PCIOLs, giving surgeons even greater confidence to refine outcomes after surgery.”
“We are excited to work with Alcon to provide patients greater access to outcomes customized to their needs after surgery,” said Ron Kurtz, President and Chief Executive Officer of RxSight. “This collaboration underscores our belief in the importance of adjustability and will help accelerate its expansion across a wider base of patients.”
As part of the agreement, RxSight will receive a $60 million upfront payment to begin development. RxSight could receive up to an additional $140 million in payments as development and regulatory milestones are met. Under the agreement, Alcon will lead global commercialization, while RxSight will be responsible for development and manufacturing and receive royalties on net sales.
About Alcon
Alcon helps people see brilliantly. As the global leader in eye care with a heritage spanning over 75 years, we offer the broadest portfolio of products to enhance sight and improve people’s lives. Our Surgical and Vision Care products touch the lives of more than 260 million people in over 140 countries and territories each year living with conditions like cataracts, glaucoma, retinal diseases and refractive errors. Our more than 25,000 associates are enhancing the quality of life through innovative products, partnerships with Eye Care Professionals and programs that advance access to quality eye care. Learn more at www.alcon.com.
About RxSight, Inc.
RxSight, Inc. is an ophthalmic medical device company dedicated to providing high-quality customized vision to patients following cataract surgery. The RxSight® Light Adjustable Lens system, comprised of the RxSight Light Adjustable Lens® (LAL®/LAL+®, collectively the “LAL”), RxSight Light Delivery Device (LDD™) and accessories, is the first and only commercially available intraocular lens (IOL) technology that can be adjusted after surgery, enabling doctors to customize and deliver high-quality vision to patients after cataract surgery. Additional information about RxSight can be found at www.rxsight.com.
Forward-looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. All statements in this press release that are not purely historical are forward-looking statements, including, without limitation, statements regarding: potential payments that may be received by us in connection with the collaboration, including potential milestone payments and royalties; and RxSight’s and Alcon’s respective rights and obligations under the collaboration agreement, a description of which (including material terms and conditions) may be found in the Current Report on Form 8-K filed of even date herewith with the Securities and Exchange Commission (SEC). The forward-looking statements contained herein are based upon our current expectations and involve assumptions that may never materialize or may prove to be incorrect. These forward-looking statements are neither promises nor guarantees and are subject to a variety of risks and uncertainties, including, without limitation, uncertainty as to whether the anticipated benefits and opportunities of the proposed collaboration may be realized or make take longer to realize or may cost more than expected; risks of unexpected hurdles, costs or delays; challenges in technology transfer and manufacturing; challenges inherent in new product candidate development, including obtaining regulatory approvals; challenges associated with collaborating with third parties, including intellectual property, operational, financial and other risks; uncertainty of commercial success for new products; the ability of RxSight and Alcon to successfully execute their respective strategic plans; and other risks that may be found in the section entitled Part II, Item 1A (Risk Factors) in the Quarterly Report on Form 10-Q for the period ended March 31, 2026, filed with the Securities and Exchange Commission (SEC) on May 6, 2026, and other documents that RxSight files from time to time with the SEC. These forward-looking statements are made as of the date of this press release, and RxSight assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
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CoStar spustila svou vlajkovou platformu ve Francii po akvizici BureauxLocaux a Business Immo. Francouzská databáze pokrývá více než 290 000 nemovitostí, 385 000 komerčních nájemců a 90 000 aktivních nabídek nemovitostí.
Key Takeaways CoStar launched its flagship platform in France after acquiring BureauxLocaux and Business Immo. The French platform covers 290,000 properties, 385,000 tenants and 90,000 active availabilities. CoStar expects Q2 2026 revenues of $922M-$932M, with the Zacks Consensus Estimate implying 18.95% growth. CoStar Group (CSGP - Free Report) shares have plunged 55.4% year to date (YTD), significantly underperforming the Zacks Computer & Technology sector's return of 14.7%. The drop reflects investor concerns surrounding elevated investments in Homes.com and stiff competition against the likes of Zillow, Redfin and Realtor.com as well as a challenging commercial real estate market. These factors have weighed on near-term profitability despite CSGP’s continued double-digit revenue growth.
However, CoStar remains focused on expanding its global real estate ecosystem. On Thursday (July 2), CoStar launched its flagship CoStar platform in France, expanding its commercial real estate intelligence platform to one of Europe’s largest commercial real estate markets. The launch builds on the company's acquisitions of BureauxLocaux and Business Immo, together with years of investment in proprietary local research to create one of the most comprehensive commercial property databases in France.
The platform provides investors, brokers, owners, occupiers and lenders with a single interface to curated property records, live property availabilities, verified sales and lease comparables, exclusive industry news and real-time market analytics. At launch, the French platform covers more than 290,000 commercial properties, 385,000 commercial tenants, 90,000 active property availabilities, 75,000 lease activities and sales comparables along with more than 134 market and submarket reports on key markets such as Greater Paris, Lyon and Marseille.
The launch in France strengthens CoStar’s global network. The company has more than 320,000 commercial real estate professionals who subscribe to its platform, offering French customers access to international commercial property markets and its subscribers the ability to evaluate investment opportunities in France seamlessly. The launch is expected to deepen customer engagement, expand cross-border subscription opportunities and strengthen CoStar's long-term recurring revenue growth.
International Expansion Strengthens CoStar's Growth StoryThe France expansion supports CoStar’s strategy of becoming the leading global commercial real estate information and analytics provider. The company has invested more than $5 billion over the past four decades to build its proprietary real estate database, which now tracks approximately 9 million properties, 8 million commercial tenants, 2 million property owners, 7 million lease activities, 5 million sales comparables and more than 15,000 market reports worldwide.
CoStar continues to expand its commercial real estate platform through new data products and AI-powered solutions. The addition of CoStar Rent Benchmark, CoStar New Homes and CoStar Debt Solutions broadens the platform's capabilities across property analytics, residential construction intelligence and commercial lending. These offerings, combined with the company's growing international footprint, are expected to strengthen CoStar's competitive position, deepen customer engagement and support long-term recurring subscription revenue growth.
CSGP Offers Strong Q2 GuidanceCoStar's expanding commercial real estate platform and growing global footprint position the company well for sustained top-line growth. The company expects second-quarter 2026 revenues to be in the range of $922-$932 million.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $929.32 million, indicating year-over-year growth of 19%.
The consensus mark for earnings per share is pegged at 28 cents per share, which has remained unchanged over the past 30 days. The figure implies a year-over-year increase of 64.7%.
CSGP’s Zacks Rank & Other Stocks to ConsiderCurrently, CoStar Group carries a Zacks Rank #2 (Buy).
Digital Turbine (APPS - Free Report) , Dell Technologies (DELL - Free Report) and Flex (FLEX - Free Report) are some other top-ranked stocks that investors can consider from the broader Zacks Computer and Technology sector. Digital Turbine, Dell Technologies and Flex sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
APPS shares have rallied 154.2% in the year-to-date period. The long-term earnings growth rate for Digital Turbine is pegged at 18.98%.
DELL shares have surged 213.2% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
Shares of FLEX have gained 126.5% in the year-to-date period. The long-term earnings growth rate for Flex is pegged at 45.76%.
Marvell hlásí silné zakázky v oblasti AI a výrazně zvyšuje výhled tržeb pro fiskální roky 2027 i 2028. Tržby za 1. čtvrtletí fiskálního roku 2027 stouply na 2,418 miliardy USD, meziročně o 27,6 %.
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Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to date, but the fundamental picture keeps outrunning the multiple.
Marvell designs the analog, mixed-signal, and photonic infrastructure that hyperscalers use to move data around AI clusters. Data center is now 76% of revenue, up from a business that was a grab bag of storage, networking, and automotive parts. The automotive Ethernet unit sold to Infineon for $2.5 billion has been recycled into optical interconnect (Celestial AI) and chiplet packaging (XConn). The playbook mirrors Broadcom (NASDAQ:AVGO). Sell the picks and shovels, and let NVIDIA (NASDAQ:NVDA) fight the merchant GPU war.
The custom silicon flywheel The bull case rests on the XPU pipeline. Management flagged over 50 new custom AI design opportunities across more than 10 customers, and Reuters reported Marvell expects custom chip revenue to top $10 billion by fiscal 2029. Broadcom’s custom accelerator business is the comp, trading at a $1.71 trillion market cap. Marvell sits at roughly $214.58 billion. If Marvell captures even a slice of that ASIC pie, the runway is long.
Q1 FY2027 revenue hit $2.418 billion, up 27.6% year-over-year, with data center up 11% sequentially. Free cash flow more than doubled to $483.1 million. CEO Matt Murphy told investors “We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell’s revenue outlook for both fiscal 2027 and fiscal 2028.” Guidance calls for 35% YoY growth next quarter.
The bear case Custom silicon revenue is lumpy and concentrated among a handful of hyperscalers. Any one can vertically integrate or dual-source to Broadcom on the next node. Marvell’s CEO acknowledged customers “may be pursuing multiple paths” on XPU supply. GAAP net income collapsed 80.4% year-over-year last quarter on a $331.8 million contingent consideration charge, and stock-based comp climbed to $207.6 million. Insiders have logged 129 recent transactions, net selling.
Trailing P/E is 86x, forward P/E is 67x. Broadcom, growing faster on the bottom line, trades at a forward P/E of 20x. Any hiccup in the lead 3nm XPU program, expected to enter production in calendar 2026, triggers a violent rerating.
The wait-and-see case The wait-and-see stance has merit. The story is right, but MRVL is already up 251% over the past year and has pulled back 13% in the last month. Waiting for Q2 FY27 against the $2.70 billion revenue and $0.93 EPS guide is reasonable. If the custom XPU ramp confirms, patience costs upside. If it slips, patience saves you 30%.
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The numbers MRVL trades at $251 against a consensus analyst target of $249.33, implying the stock has slightly overshot Wall Street’s average view. The rating breakdown, 7 Strong Buy, 31 Buy, 5 Hold, 0 Sell, 1 Strong Sell, shows sentiment has already turned. Year to date the stock is up 188.99% against an S&P 500 posting a small single-digit gain, one of the widest spreads in the semiconductor group.
Why Marvell looks compelling at $256 At $251, Marvell looks compelling. The path to appreciation runs through the 3nm XPU ramp with the lead US hyperscaler and the second announced XPU program that Murphy said is already engaged on the follow-on generation architecture. Add the NVIDIA NVLink Fusion partnership and the Celestial AI photonics stack, and Marvell monetizes every layer of the AI rack except the GPU itself.
The risk-reward is asymmetric even at this valuation. If custom chip revenue reaches the $10 billion by fiscal 2029 target, today’s forward multiple compresses fast even without further expansion. A hyperscaler defecting to Broadcom is real, but it would take multiple quarters to show up in bookings, and management says the customer set is widening beyond the top four.
What invalidates the thesis? A cut to FY28 outlook, a lost socket, or gross margin stepping down as low-margin custom volume scales faster than higher-margin optical business. Watch Q2 FY27 gross margin against the 58.25% to 59.25% guide. If it holds and revenue clears $2.7 billion, this stock has room to Broadcom’s neighborhood.
Marvell has stopped being the smaller cousin and started running the custom silicon playbook that turned Broadcom into a trillion-dollar company.
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DexCom těží z rozšiřování CGM, zejména z přijetí G7 15 Day a růstu v zahraničí. Firma zároveň dál rozšiřuje úhrady pro pacienty bez inzulinu, i když rizikem zůstává načasování CMS.
Key Takeaways DexCom sees CGM expansion, G7 15 Day adoption and global growth supporting future performance.DXCM expanded non-insulin coverage, while low CGM penetration leaves room for multiyear growth.DexCom faces risks from CMS timing, input cost inflation and a maturing U.S. CGM market. DexCom, Inc. (DXCM - Free Report) is well positioned for growth in the coming quarters, supported by the significant potential of the continuous glucose monitoring (CGM) market. A strong first-quarter 2026 performance and a robust international foothold are expected to contribute further. Risks related to stiff competition persist.
This Zacks Rank #3 (Hold) company’s shares have gained 7.3% so far this year against the industry’s 12.4% decline. The S&P 500 Index has gained 9.4% in the same time frame.
DXCM, a renowned medical device company and provider of CGM systems, has a market capitalization of $27.49 billion. It projects a 23.6% growth rate over the next five years and anticipates maintaining a strong performance going forward.
DexCom’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 9.37%.
Image Source: Zacks Investment Research
Let’s delve deeper.
Positive DriversType 2 Non-Insulin Expansion Represents Untapped Growth Opportunity: DexCom's biggest long-term catalyst remains the rapid expansion of CGM into the type 2 diabetes population not using insulin. During the quarter, the company expanded commercial coverage to more than 7 million non-insulin lives through the addition of Prime Therapeutics and reiterated that CMS reimbursement may start soon.
Management also expects the upcoming randomized controlled trial to reinforce the strong real-world evidence showing meaningful A1c reductions, potentially accelerating payer adoption globally. Since only about 30% of currently covered patients are using CGM, penetration remains low despite expanding reimbursement. If Medicare coverage eventually follows commercial payers, DexCom would gain access to millions of additional patients, creating a durable multiyear volume growth engine rather than a short-term sales catalyst.
G7 15-Day Launch Strengthens Competitive Position: The successful rollout of the Dexcom G7 15 Day system represents more than a routine product refresh. Longer wear time, improved sensor algorithms and better reliability are already driving higher customer satisfaction, stronger new patient starts and conversion of existing users.
Management expects nearly 50% of the installed base to migrate to the 15-day platform by year-end, improving customer retention while supporting manufacturing efficiencies. The launch also reinforces DexCom's ability to compete on product innovation rather than pricing, an increasingly important differentiator as the CGM market becomes more competitive.
Combined with upgraded adhesive technology, AI-powered software enhancements and Smart Basal functionality, DexCom is building a comprehensive ecosystem that could improve customer value while strengthening physician preference over competing platforms.
Robust Growth in International Markets: International operations continue to diversify DexCom's growth profile, reducing dependence on the mature U.S. diabetes market. International revenues grew 26% reportedly and 17% on an organic basis, driven by reimbursement expansion in markets such as France and Canada, while management highlighted additional payer wins expected throughout 2026.
Rather than relying on a single flagship product, DexCom is tailoring multiple products (including Stelo and a new CGM platform) to different reimbursement systems and customer segments across Europe and Asia-Pacific. This portfolio strategy is helping the company win tenders, convert previously exclusive contracts into dual-source agreements and steadily gain market share. As reimbursement expands globally, international markets could remain one of DexCom's fastest-growing businesses over the next several years.
RisksUncertain CMS Reimbursement Decisions: Although management repeatedly expressed confidence that Medicare reimbursement for non-insulin type 2 patients is inevitable, the timing remains entirely outside the company's control. Management acknowledged that CMS could impose eligibility requirements before approving coverage, while investors continue to view the decision as a major binary catalyst.
Because the opportunity represents one of DexCom's largest future growth drivers, any prolonged regulatory delay would postpone patient adoption, physician prescribing and revenue acceleration. Even if coverage is eventually approved, implementation timing and reimbursement criteria could influence the pace of uptake. Consequently, a meaningful portion of DexCom's long-term growth narrative still depends on external reimbursement decisions that management cannot directly influence.
Rising Input Cost Inflation Threatens Further Margin Expansion: Despite reporting excellent first-quarter profitability, DexCom deliberately maintained its gross margin guidance because of growing geopolitical uncertainty. Management estimates that rising oil prices, resin costs and freight expenses could create a 50-100 basis point gross margin headwind during the remainder of 2026.
Since CGM sensors rely heavily on petroleum-derived materials and global logistics, sustained commodity inflation could offset manufacturing productivity gains. While operational execution currently remains strong, prolonged geopolitical disruptions affecting shipping routes or raw material availability may pressure production costs and delay further margin expansion. As DexCom continues ramping up manufacturing capacity globally, maintaining cost discipline will become increasingly important for preserving profitability.
U.S. CGM Market Growth May Moderate as Penetration Matures: Although DexCom reported a global record for new patient additions, management acknowledged that U.S. patient starts were only close to a record, highlighting the increasingly mature nature of the domestic CGM market. Several analysts questioned whether overall U.S. market growth is slowing as major reimbursement expansions become less frequent.
Management's guidance also assumes continued coverage gains and sustained patient acquisition momentum throughout the year. If physician adoption slows or newly covered populations convert more gradually than anticipated, domestic revenue growth could remain below historical double-digit levels. This makes continued innovation, broader reimbursement and higher patient retention increasingly critical for sustaining DexCom's long-term growth trajectory.
Estimate TrendDexCom has witnessed a positive estimate revision trend for 2026. In the past 60 days, the Zacks Consensus Estimate for 2026 earnings per share has moved north 1 cent to $2.57.
The consensus mark for the company’s second-quarter revenues is pegged at $1.3 billion, indicating an 11.9% improvement from the year-ago quarter’s reported number. The consensus estimate for second-quarter earnings is pinned at 61 cents per share, implying an improvement of 25% year over year.
Stocks to ConsiderSome better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , West Pharmaceutical (WST - Free Report) and Intuitive Surgical (ISRG - Free Report) .
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.5% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.26%.
West Pharmaceutical, currently carrying a Zacks Rank #2, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.37%.
Intuitive Surgical, carrying a Zacks Rank of 2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
ISRG has a long-term estimated growth rate of 14.3% compared with the industry’s 12.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.
FactSet těží z růstu opakovaných tržeb, nových klientů a rychlejšího přijetí AI řešení. Organický ASV ve 3. čtvrtletí fiskálního roku 2026 vzrostl meziročně o 7,1 % na 2,48 mld. USD.
Key Takeaways FactSet is benefiting from recurring revenue growth, client wins and rising AI solution adoption.FDS expanded its AI capabilities through partnerships and renewed major client agreements in fiscal 2026.FDS faces margin pressure from higher AI and cloud spending, along with intense industry competition. Shares of FactSet Research Systems Inc. (FDS - Free Report) have had a decent run over the past three months. The stock has risen 9.9% compared with the industry's 8.4% growth. The Zacks S&P 500 Composite rose 13.2% during the said time frame.
FDS has a Growth Score of B, which condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.
The company’s fourth-quarter fiscal 2026 earnings are expected to increase 7.2% year over year. Earnings for fiscal 2026 and 2027 are projected to rise 4.4% and 11.2%, respectively, year over year. Revenues are expected to increase 6.2% in fiscal 2026 and 5.8% in fiscal 2027.
Factors That Bode Well for FDSFactSet provides integrated financial information, analytical applications and industry-leading service for the global investment community. The company is benefiting from its recurring revenue model, with growth driven by increasing Annual Subscription Value (ASV). Its organic ASV increased 7.1% year over year to $2.48 billion in the third quarter of fiscal 2026, marking FactSet's fastest growth rate since the first quarter of fiscal 2024.
Recent client wins have also contributed to FDS’s top-line growth. During the last reported quarter, the company renewed a five-year enterprise contract with a leading global investment bank that broadened its use of FactSet's data offerings. It secured a partnership with LPL Financial to power cloud-native trading applications using FactSet's real-time data platform.
Technological advancements and the rapid adoption of artificial intelligence (AI) have also become key catalysts for FDS’ subscription growth. It has been expanding its customer base and enhancing operational efficiency. The company reported strong Data solutions segment growth in the third quarter of fiscal 2026, driven by increasing adoption of its Model Context Protocol platform. Management also highlighted that more than 90% of FactSet's top 50 clients currently use four or more AI solutions.
Strategic partnerships with multiple organizations are expanding FDS’ AI capabilities. FDS formed a strategic partnership with Google Cloud to bring its financial intelligence capabilities into Gemini Enterprise, expand agent interoperability and develop next-generation AI agents for financial workflows. The company is broadening its AI capabilities across investment banking, asset management and wealth management applications through partnerships with InSync Analytics, Jynbios AI and Tiffin AI.
FactSet consistently rewards its shareholders through dividends and share repurchases. In fiscal 2023, 2024 and 2025, the company repurchased shares worth $177 million, $235 million and $300.4 million, respectively, while paying out $139 million, $151 million and $160 million, respectively, in dividends.
Key Risks to WatchFDS’ continued investment in compensation, cloud infrastructure and AI tools has resulted in elevated operating expenses. In the third quarter of fiscal 2026, the company reported an operating margin of 26.7%, down from 33.2% in the year-ago quarter. The adjusted operating margin also declined to 34% from 36.8% a year ago.
Stiff competition from giants such as Bloomberg L.P., Thomson Reuters Inc. and S&P Global Market Intelligence also affects FDS’s financial performance. This competition can limit pricing power, increase operational expenses and potentially reduce market share. As a result, the company must balance competitive pricing strategies with the need to maintain healthy profit margins.
FDS has grown through acquisitions, but the combined performance has fallen short of targets due to underestimated intercompany revenues. Since the company continues to pursue acquisitions as a growth strategy, FDS could face integration challenges with newly acquired businesses in the future.
FactSet currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Verisk Analytics (VRSK - Free Report) .
Veralto carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Verisk Analytics also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 11.7%. VRSK's earnings beat estimates in each of the past four quarters, with the surprise being 6.3%, on average.
Key Takeaways Knight-Swift trades at a discount forward P/E ratio than its industry average, signaling a cheap valuation.KNX has raised its quarterly dividend annually for seven consecutive years for a 233% overall increase. KNX expects its second-quarter 2026 adjusted earnings per share to be in the range of 45-49 cents. Knight-Swift Transportation Holdings Inc. (KNX - Free Report) performed well in the past year and has the potential to sustain the momentum in the future. The positive sentiment surrounding KNX stock is evident from the fact that the Zacks Consensus Estimate for the third quarter of 2026 and the fourth quarter of 2026 earnings has been revised upward in the past 60 days. The consensus mark for 2026 and 2027 earnings has also been projected northward in the past 60 days.
The favorable estimate revisions indicate brokers’ confidence in the stock.
Image Source: Zacks Investment Research
Now, the question is whether it is worth buying, holding, or selling the Knight-Swift stock at current prices. Let us delve deeper to find out.
Tailwinds Working in Favor of Knight-Swift StockKnight-Swift has been active on the acquisition front to strengthen its revenue stream, which is likely to drive growth and margin expansion.
Knight-Swift has proactively reduced its tractor fleet to better align with demand, which helps improve asset utilization and profitability as market conditions improve. To this end, Knight-Swift announced (on March 16, 2026) that it has inked a deal with TRANSTEX, a cleantech leader in emission-reducing solutions for the transportation sector. Per the deal, TRANSTEX will be purchasing FleetAero assets from Knight-Swift. The capacity discipline is a major tailwind for this trucking company.
Additionally, Knight-Swift’s shareholder-friendly initiatives in the form of dividend payments and share buybacks make it a good investor choice. As a reflection of its shareholder-friendly instance, in 2022, 2023 and 2024, KNX paid dividends of $78.30 million, $91.14 million and $104.15 million, respectively. During 2025, KNX paid dividends of $117.44 million. Knight-Swift has raised its quarterly dividend annually for seven consecutive years for a 233% overall increase. Consistent and rising dividend paymentsmay encourage investors to stay invested, thus stemming price declines.
KNX Stock’s Price PerformanceShares of KNX stock have gained 46% so far this year, outperforming the transportation-truck industry’s 43.1% surge, as well as that of other industry players, Old Dominion Freight Line, Inc. (ODFL - Free Report) and Werner Enterprises, Inc. (WERN - Free Report) within the same time frame.
KNX Stock’s YTD Price Comparison Image Source: Zacks Investment Research
Impressive Valuation Picture for Knight-SwiftKnight-Swift looks cheap from a valuation standpoint. Considering the forward 12-month price-to-earnings ratio (P/E-F12M), KNX is trading at a discount compared to the industry.
The stock has a forward 12-month P/E-F12M of 27.92X compared with 33.74X for the industry over the past five years. These factors indicate that the stock’s valuation is attractive.
Knight-Swift P/E Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
Time to Buy KNX StockIt is understood that KNX stock is currently attractively valued. Consistent shareholder-friendly initiatives boost investor confidence and positively impact the bottom line. Knight-Swift has raised its quarterly dividend annually for seven consecutive years for a 233% overall increase. Apart from being shareholder-friendly, Knight-Swift has been active on the acquisition front to strengthen its revenue stream, which is likely to drive growth and margin expansion. Knight-Swift has proactively reduced its tractor fleet to better align with demand, which helps improve asset utilization and profitability as market conditions improve.
We believe that the positives surrounding the stock (as highlighted throughout the write-up) outweigh the concerns regarding rising expenses related to salaries, wages, and benefits, equipment, maintenance, fuel, and other expenses and driver shortage issues. We, therefore, suggest investors add Knight-Swift stock to their portfolios for healthy returns. The company’s Zacks Rank #2 (Buy) further supports our thesis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Cboe Global Markets zvýšila výhled organického čistého růstu tržeb na nízké dvouciferné až střední dvouciferné procento z dřívějšího mid-single-digit. Tržby za poslední dva roky vzrostly asi o 25 % díky opcím, akciím, futures a datům.
Key Takeaways CBOE's revenues grew about 25% in two years on strength across options, equities, futures and data.Cboe Global's options franchise is driven by SPX and VIX demand for hedging, income and volatility needs.CBOE raised its organic net revenue growth outlook to low double-digit to mid-teens growth. Cboe Global Markets' (CBOE - Free Report) revenue growth is being driven by structural market trends, product innovation and an increasingly diversified business model. The company’s revenues have risen by approximately 25% over the past two years, reflecting strength across multiple business lines. Unlike traditional exchanges that rely primarily on cash equity trading, Cboe generates revenues from options, equities, futures, foreign exchange, digital assets and market data.
Its options franchise remains the largest growth engine. Strong institutional demand for SPX and VIX index options for portfolio hedging, income generation and volatility management continues to drive transaction and clearing revenues, while periods of elevated market volatility provide an additional boost to trading activity.
Cboe Global is also expanding its base of recurring, non-transaction revenues through market data, connectivity and access services. These high-margin businesses benefit from growing demand from quantitative firms, algorithmic traders and institutional investors for proprietary market data, making revenues less dependent on trading volumes.
International expansion further strengthens the outlook. Acquisitions across Europe, Canada, Australia and Japan have broadened CBOE’s customer base and created cross-selling opportunities, while investments in foreign exchange and digital asset infrastructure position the company to capture emerging institutional demand.
Although trading activity is inherently cyclical, Cboe Global's increasingly diversified revenue mix provides greater resilience. Growth in recurring revenues, its international operations and continued product innovation reduce reliance on any single business segment. Reflecting these favorable trends, management has raised its outlook and now expects organic net revenue growth in the low double-digit to mid-teens range, compared with its previous guidance of mid-single-digit growth.
What About CBOE’s Peers?Nasdaq Inc. (NDAQ - Free Report) has strengthened its revenue growth profile by expanding beyond exchange trading into financial technology, market data, indexes, and anti-financial crime solutions, building a stable base of recurring subscription revenues. This diversification enables Nasdaq to generate consistent top-line growth despite fluctuations in trading activity and benefit from global demand for its technology platforms.
Intercontinental Exchange (ICE - Free Report) has similarly diversified through energy and interest-rate derivatives, mortgage technology and data services. Intercontinental Exchange is steadily increasing recurring revenues from its technology businesses, enhancing revenue visibility. Thus, Intercontinental Exchange remains well-positioned for sustainable long-term revenue growth.
CBOE’s Price PerformanceShares of Cboe Global have lost 0.8% year to date, outperforming the industry, but underperforming sector and S&P 500.
Image Source: Zacks Investment Research
CBOE’s Expensive ValuationCBOE is currently trading at a forward price-to-earnings multiple of 18.05, lower than the industry average of 18.16.
Image Source: Zacks Investment Research
Estimate Movement for CBOEThe Zacks Consensus Estimate for CBOE’s second and third-quarter 2026 earnings per share (EPS) witnessed no movement in the last seven days. The consensus estimate for 2026 and 2027 earnings has moved 1 cent north each, respectively, in the last seven days.
Hims & Hers může těžit z toho, že někteří zaměstnavatelé v roce 2027 zvažují ukončení úhrady za GLP-1 léky na hubnutí. Firma z nich nyní generuje zhruba třetinu tržeb.
The healthcare sector is one of the best-performing sectors in the S&P 500 over the past month, with a gain of around 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also been reflected in the performances of smaller firms.
One of those is mid-cap Hims & Hers Health NYSE: HIMS, the telehealth platform that provides direct-to-consumer (D2C) personal care products and virtual medical services.
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Over the past 30 days, HIMS is up more than 45%, which has brought the stock’s year-to-date (YTD) gain to nearly 20%. After a run like that, the stock may be due for a short-term breather. But according to healthcare industry experts, a looming catalyst could have an outsized benefit on Hims & Hers in 2027 and beyond, which is setting the stock up for a buying opportunity on its next pullback.
The GLP-1 Craze Is Pushing Up Employers’ Healthcare Plan CostsHims & Hers Health Today
HIMS
Hims & Hers Health
$38.56 +1.76 (+4.79%)
As of 03:41 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$13.74▼
$70.43Price Target$30.63
As the cost of weight-loss drugs continues to climb, Reuters recently reported that some employers are planning to drop coverage for GLP-1 treatments, including Wegovy, Ozempic, Zepbound, Mounjaro, and Foundayo—products manufactured by Novo Nordisk NYSE: NVO and Eli Lilly NYSE: LLY.
Last year, over 40% of employers covered weight loss drugs, and estimates for this year are roughly the same. But two industry groups’ analyses cited by Reuters show that is very likely to change in 2027.
According to policy research group Business Group on Health, about 10% of employers that currently offer coverage for GLP-1 drugs for weight loss said they planned to drop them in 2027. A second survey conducted by Mercer, a benefits consultancy, finds that 5% of large employers plan to drop coverage in 2027 or are actively considering doing so.
While that is unfortunate news for those undergoing treatment, it is welcome news for HIMS shareholders. Patients losing healthcare coverage for GLP-1 drugs should be a boon for Hims & Hers Health, which presently generates around one-third of its revenue from its weight-loss business.
Analysts forecast the company’s revenue to grow from an estimated $2.89 billion in 2026 to $3.45 billion in 2027, and increased subscription demand for weight loss drugs amid eroding insurance options should play a significant role in that top-line growth.
Lost coverage for GLP-1 treatments should spur a migration to D2C telehealth providers, with Hims & Hers serving as a natural destination due to its platform bundling medical provider access, unlimited clinical consultations, and pharmacy fulfillment services into one streamlined subscription.
Technical Analysis and Wall Street Suggest a Correction Is AheadWith its recurring revenue model, Hims & Hers should be a long-term beneficiary of dropped coverage. The platform charges a $39 fee for the first month of its weight loss membership. After that, the charge goes up to $149 for clinical subscriptions, not including the cost of the medication itself. Medication is billed separately, and Hims says the membership does not include or guarantee a prescription. Compounded oral options, for instance, can run $145 to more than $199 per month, while branded GLP-1 pens—like Wegovy—can run even higher.
However, following its approximately 160% gain from its YTD low on Feb. 27, HIMS appears overdue for a price correction. According to the Relative Strength Index (RSI)—a technical momentum indicator that shows if a stock is overbought (above 70), oversold (below 30), or fairly valued (somewhere in between)—HIMS has pushed into overbought territory.
As shown by the green arrow below, the RSI on HIMS one-year chart currently reads 70.86, suggesting that the stock is overbought and due for a price reversal:
Technical analysis is hardly a perfect science. But the last two times the stock’s RSI breached 70—first in mid-April then again in mid-June—HIMS pulled back more than 28% and nearly 8%, respectively, before continuing its rally.
Current Price$38.33High Forecast$60.00Average Forecast$30.63Low Forecast$21.00Hims & Hers Health Stock Forecast Details
Meanwhile, Wall Street remains bearish on the stock after its outperformance this year. Of the 16 analysts currently covering HIMS, only four assign it a Buy rating.
Overall, the stock receives a consensus Hold rating alongside a 12-month price target that implies over 19% potential downside from current prices.
Concerningly, with a high-volatity beta of 2.35, current short interest for HIMS now stands at more than 32% of the float, or about 65.4 million shares valued at $1.97 billion.
That is the most the stock has been shorted since March and marks a nearly 5% month-over-month increase.
At the same time, insider activity has seen an uptick in selling this year. In Q1 2026, $3.46 million worth of HIMS shares were sold with no buys. In Q2, that figure rose $4.86 million against $1.17 million bought.
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The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
Rigetti nabízí 108qubitový Cepheus-1 přes vlastní cloud, Amazon Braket, Azure Quantum a qBraid. Firma zároveň rozšiřuje svůj on-premise segment prostřednictvím prodejů Novera QPU a vládních kontraktů.
Key Takeaways Rigetti's Cepheus-1 is now available through its cloud, Amazon Braket, Azure Quantum and qBraid.RGTI is growing on-premise adoption through Novera QPU sales, research deals and government contracts.Rigetti has roughly $569M in cash and expects 2026 earnings to improve 71.9% from a year ago. Rigetti Computing’s (RGTI - Free Report) first-quarter 2026 results suggest that the company is quietly shifting the conversation from building better quantum hardware to making it easier for customers to use it. The company's new 108-qubit Cepheus-1 system is now generally available through Rigetti Quantum Cloud Services, Amazon Braket, Microsoft Azure Quantum and qBraid, significantly expanding customer access.
Management believes the 108-qubit Cepheus-1 system is one of the world's most powerful commercially available gate-based quantum computers and the largest modular quantum system on the market. At the same time, Rigetti continues to grow its on-premise business through Novera QPU sales and government contracts, creating multiple channels for adoption rather than relying solely on cloud usage.
From an investor's perspective, the expanding distribution ecosystem could prove as important as future technology milestones. By placing its systems across leading cloud platforms while securing on-premise deployments with research institutions and national laboratories, Rigetti is increasing customer engagement well before quantum computing reaches widespread commercial adoption.
Management expects commercial interest from industries such as financial services, logistics and materials science to accelerate as system fidelity improves and the company advances toward its quantum advantage target over the next three years. Backed by a debt-free balance sheet and roughly $569 million in cash, Rigetti appears well-positioned to continue investing aggressively in scaling its technology while broadening its customer footprint.
Peers UpdatesQuantum Computing Inc. (QUBT - Free Report) or QCi announced the completion of acquiring NHanced Semiconductors, Inc. for a combination of cash and QCi stock valued at $73.1 million, subject to customary adjustments, and up to an additional $72.0 million if certain performance targets are achieved.
The acquisition marks an important step in QCi’s transition from research-driven innovation and prototyping to scalable commercial production. By adding semiconductor and nanophotonics fabrication capabilities, advanced packaging expertise and specialized engineering talent, QCi is strengthening its operational capabilities and manufacturing readiness.
IonQ (IONQ - Free Report) recently unveiled Clavis XG Multiplex, a new addition to its Clavis XG Quantum Key Distribution portfolio, designed to make quantum security even more practical and deployable across metropolitan fiber networks. The Clavis XG product line stands out for its enterprise-grade network integration, offering benefits in form factor and maintenance to configuration and management. IonQ also recently opened a new laboratory suite in Boulder, CO, to support quantum computing R&D and semiconductor chip testing facilities.
Rigetti’s Price Performance, Valuation and EstimatesShares of RGTI have lost 19% in the year-to-date period compared with the industry’s decline of 9.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, Rigetti trades at a price-to-book ratio of 10.22, above the industry average. RGTI carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 71.9% improvement from the year-ago period.
Image Source: Zacks Investment Research
The company currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
On June 30, a coalition of more than 140 financial, tech, and retail giants -- including Visa, Mastercard, Stripe, BlackRock, Coinbase (COIN +2.28%), Alphabet's Google, and Shopify -- backed a new stablecoin called Open USD (OUSD).
Shares of Circle (CRCL +5.45%), the fintech company that mints the USD Coin (USDC +0.01%) stablecoin, immediately plummeted after the announcement. Let's see why Circle's stock dropped, and whether that pullback is a buying opportunity for patient investors.
Image source: Getty Images.
Why is OUSD an existential threat to USDC? Circle backs the USD Coin with its own cash and U.S. Treasury holdings. Most of its revenue comes from the interest earned on those assets. OUSD aims to disrupt that business model by sharing that reserve income with its ecosystem partners that distribute and use its coins. Therefore, companies now have a major reason to use OUSD instead of USDC.
Unlike USDC, which is only managed by Circle, OUSD is managed by an independent board of partners. That decentralized governance democratizes the control of the stablecoin, making it much more appealing to companies that don't want Circle calling all the shots.
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OUSD also aims to provide zero-cost minting and redemptions with no volume limits. Those perks could undermine Circle's fee structures and reduce the operational friction that institutional investors often experience when moving their capital across Circle's platform.
Lastly, Coinbase's decision to sign on as a partner for OUSD is a bright red flag, since it was also a founding partner of USDC. Coinbase currently retains all interest income on USDC held on its platform and pays half of its residual reserve income to Circle. The crucial revenue-sharing partnership will expire on Aug. 18. If Coinbase refuses to renew that deal and goes all-in on OUSD instead, Circle's stock could drop even further.
Is it the right time to buy Circle's stock? OUSD will launch by the end of 2026, and its pending arrival could generate unpredictable headwinds for Circle over the next few years.
From 2025 to 2028, analysts expect Circle's revenue to nearly double and its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to more than double. If those estimates are accurate, then its stock is still a bargain at three times next year's sales and 14 times its adjusted EBITDA. But if OUSD's arrival forces those analysts to hastily reduce their estimates, Circle could actually be overvalued relative to its growth potential.
It's still too early to assume that OUSD will pull companies away from USDC, but that existential threat makes Circle a lot less appealing. Investors should wait to see how Circle responds -- and if Coinbase renews its revenue-sharing agreement -- before buying the stock.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, BlackRock, Mastercard, Shopify, and Visa. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy.
Equinor prodloužila dohodu s CHC Helikopter Service do 31. ledna 2030 a zajistila si leteckou přepravu i SAR pro offshore provoz v centrálním Norsku. Současně uzavřela s Transocean záměr o tři vrtné plošiny za zhruba 1 miliardu USD.
Key Takeaways EQNR extends its agreement with CHC Helikopter Service through 2030 for personnel transport and SAR services.Equinor signed a letter of intent with Transocean for three drilling rigs worth about $1 billion.The rigs support Equinor's plan to produce 1.3 MMboe/d by 2035 through new wells and subsea projects. Equinor ASA (EQNR - Free Report) has extended its agreement with CHC Helikopter Service through 2030, exercising two contract options worth NOK 1.7 billion. The extension secures helicopter transport and search-and-rescue (SAR) services for its offshore operations in Central Norway, ensuring uninterrupted support for personnel safety and emergency preparedness.
CHC will continue operating Sikorsky S-92 helicopters, with two passenger helicopters and one backup SAR helicopter operating from Kristiansund, one passenger helicopter with medical evacuation capability operarting from Bronnoysund, and one dedicated SAR helicopter stationed at the Heidrun platform. Effective from Feb. 1, 2028, to Jan. 31, 2030, the agreement maintains critical helicopter support for EQNR's offshore operations.
On July 1, 2026, Equinor signed a letter of intent with Transocean worth approximately $1 billion to secure three Cat D drilling rigs for a combined seven rig-years. The agreement covers the Transocean Enabler (three years), Transocean Encourage (two years) and Transocean Endurance (two years) at day rates below $400,000, demonstrating disciplined capital allocation and a long-term production strategy through 2035.
The rigs will help Equinor drill new subsea developments and enhanced recovery wells more efficiently, supporting management’s target of producing 1.3 million barrels of oil equivalent per day (MMboe/d) by 2035, with roughly 70% of production expected to come from new wells. EQNR also plans to deliver more than 125 wells annually, 75 subsea projects and 200 well-plugging operations through 2035.
The CHC agreement reduces operational risks by guaranteeing reliable logistics for Equinor's offshore operations in Central Norway. Securing proven, winterized Cat D rigs years in advance reduces well costs, accelerates drilling activity and supports production growth. These agreements strengthen Equinor's business, generate additional cash flows and reinforce its appeal to investors.
Equinor currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the energy sector are Aker BP ASA (AKRBY - Free Report) , Vista Energy, S.A.B. de C.V. (VIST - Free Report) and Cenovus Energy Inc. (CVE - Free Report) . AKRBY and VIST currently carry a Zacks Rank #2 (Buy) each, and CVE sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Aker BP operates major hubs on the Norwegian Continental Shelf, including Alvheim, Edvard Grieg/Ivar Aasen, Valhall, Skarv and Ula, while also holding an ownership stake in Johan Sverdrup. AKRBY has broadened its exploration footprint by acquiring a 19% interest in promising licenses such as Grosbeak, Swisher, Toppand and Rover.
Operating across 205,600 acres in Vaca Muerta, Argentina's leading shale basin, Vista is positioned for substantial long-term growth. Backed by these extensive assets, VIST targets a daily production capacity of 200,000 barrels of oil equivalent by 2030.
Cenovus drives integrated oil and gas operations across Canada and the United States through its upstream assets and downstream refineries. To increase production and enhance cash flow, CVE is advancing key growth initiatives, including the Christina Lake North and Sunrise expansions, the West White Rose offshore project and Foster Creek optimizations.
IREN je mezi úzkým okruhem firem, které se mohou ucházet o údajný australský AI projekt Anthropic o výkonu 1,4 GW za zhruba 22 miliard USD. Opírá se o kampus Bundey s již zajištěným připojením.
The Number Leaked Anthropic documents reportedly point to a 1.4 gigawatt Australian capacity push worth roughly $22 billion, and IREN (NASDAQ:IREN) sits among a short list of operators with announced gigawatt-scale Australian ambitions to bid for it. The figure reflects a reported market opportunity drawn from third-party documents, sitting outside company guidance and signed backlog. IREN’s positioning centers on its 800MW Bundey campus, where a connection agreement is already secured alongside a state government partnership.
What It Means For IREN, Australia slots into a broader pivot from Bitcoin mining to AI cloud infrastructure. The company reports $3.10 billion of annualized recurring revenue under contract and a $3.70 billion ARR target by year-end 2026. Its 5GW secured power portfolio spans North America, Spain, and Australia, giving it the raw grid capacity hyperscalers and AI labs are chasing. Even a fractional share of the reported Anthropic buildout would re-rate the ARR trajectory.
Strategic Outlook The reported Anthropic plan frames Australia as the next front in the global race for AI power. IREN already anchors its US buildout with a $9.7 billion Microsoft contract and a $3.4 billion five-year NVIDIA AI Cloud contract for Blackwell GPU deployments. NVIDIA also holds the right to purchase up to 30 million IREN shares at $70.00 per share under the broader strategic partnership. Capital intensity is the binding constraint. Q3 FY26 capital expenditures hit $1.36 billion, funded off $2.21 billion in cash and $3.7 billion in convertible notes outstanding. Bidding into a $22 billion Australian tranche would demand more of the same. CEO Daniel Roberts has framed the moment plainly: “The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity.”
Bottom Line The $22 billion figure reflects a reported opportunity well ahead of any booked revenue. IREN’s 800MW Bundey campus with a secured connection agreement places it on a short list of qualified bidders. With an analyst target price of $80.93 against a current level near $44.81, the market is pricing optionality rather than certainty. The near-term catalyst is any formal disclosure tying IREN to the reported Anthropic build, alongside continued ramp of AI Cloud revenue, which nearly doubled sequentially to $33.60 million in Q3 FY26.
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A stock that traded at $45 a year ago now changes hands near $1,729. That is a 3,718% gain in twelve months for SanDisk (NASDAQ:SNDK | SNDK Price Prediction), and Axios rounded the headline to roughly 3,700%. Then in the last five sessions before July 2, the stock gave back 17%. Long-term holders have to decide whether that is a breather or the first tell of a cycle top.
The number behind the mania The SanDisk chart rewires how you think about a boring category. NAND flash was a commodity business the market wanted nothing to do with a year ago.
Now the company carries a market cap of about $256 billion, up from a share price of $41.55 at its Q4 FY25 filing in August. Between then and the Q3 FY26 filing on April 30, 2026, the price ran to $1,095. It kept going after that, printing a 52-week high of $2,354.39 before the recent slide.
The fundamentals came, and then some Give the bulls their due. Q3 FY26 delivered revenue of $5.95 billion, up 251% year over year, beating consensus by 25.68%. Non-GAAP EPS came in at $23.41 against a $14.66 estimate. Gross margin swung from 22.5% a year earlier to 78.4%. The datacenter segment alone posted $1.47 billion in revenue, up 645% year over year, as AI hyperscalers bid up NAND supply.
Management retired $650 million in debt and now runs a zero long-term-debt balance sheet. Free cash flow hit $2.99 billion in the quarter. CEO David Goeckeler called it “a fundamental inflection point for Sandisk where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.” Forward guidance for Q4 FY26 calls for revenue of $7.75 billion to $8.25 billion and non-GAAP EPS of $30.00 to $33.00, plus five signed New Business Model agreements anchoring the datacenter mix.
Why the cycle looks late Still, memory is memory. When gross margin runs from the low twenties to the high seventies in twelve months, you are late in a boom. The stock proves it. One-year return of ~3,700%, year-to-date 529%, and then a –17% week ending July 2 as buyers ran out.
In late June, r/wallstreetbets threads titled “$SNDK puts for tomorrow” gained traction while another user posted realized gains on 0DTE $2,175 puts. Meanwhile the top r/stocks post going into July asked “Bought SanDisk (SNDK) at $2,330. Did I mess up buying the top or is this just a healthy pullback?” That divergence, professional hedgers reaching for downside protection while retail chases, is the classic late-cycle setup.
Valuation adds weight to the bear case. Trailing P/E sits at 60x, forward P/E at 27x, price-to-sales at 20x, and price-to-book at 19x on a company whose consumer segment already declined 10% sequentially in Q3. Reliance on the Kioxia joint venture, tariff exposure, and NAND pricing volatility are all disclosed risks. Prediction-market fundamentals peg fair value at $1,604.57, implying -11.34% downside, even as sell-side consensus reaches for $1,930.50.
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Market reaction Shares closed at $1,745 on July 2 and traded at $1,807.05 intraday on July 6, 2026, a 3.56% bounce off the recent low.
Over the past month the stock is up just 5%, a stall after months of vertical gains. The 50-day moving average of $1,610.45 now sits well above the 200-day at $703.36, a spread that historically compresses either through time or through price coming down.
Bear case A one-year run that explosive in a cyclical commodity business demands a reckoning at some point. Memory boom-and-bust is a decades-old rhythm, and the same operating leverage that pushed gross margin to 78.4% works in reverse when NAND prices soften.
Consumer already turned sequentially. Insider transaction data is empty in the reporting window, so the exit signal shows up in options flow and price action rather than filings. A 17% five-day drawdown off a market cap of roughly $156 billion is a warning that the marginal buyer may have left the room.
Bottom line The next test arrives with Q4 FY26 results, where management guided to revenue of $7.75 billion to $8.25 billion and EPS of $30.00 to $33.00. Anything short of a clean beat, and the multiple has nowhere to hide.
For retirement-focused holders who watched SanDisk turn a flash-memory business into a $268.02 billion AI proxy, the case for trimming into strength is stronger than the case for adding at 60x earnings after a 37-bagger. Cycles end. This one looks tired.
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SpaceX má v dohodě o lock-upu po IPO skrytou klauzuli: pokud akcie před zveřejněním výsledků uzavřou na 30 % nad IPO cenou v pěti z deseti dnů, 7. srpna se uvolní dalších 456 milionů akcií.
If SpaceX shares close above that level— 30% above the company’s $135 IPO price—on five of the 10 trading days leading up to earnings, an overlooked provision in the company’s IPO lock-up agreement will kick in, unlocking 456 million additional shares just two days after the first scheduled insider share release.
It’s a little-known clause that could quietly make SpaceX’s first major lock-up expiration significantly larger than many investors expect.
Most investors are already watching Aug. 5, when approximately 912 million shares, representing about 20% of eligible non-affiliate holdings, become eligible for sale on the second trading day after SpaceX reports second-quarter results.
But that’s only the first wave.
The IPO prospectus includes a performance-based provision allowing another 456 million shares—or an additional 10% of eligible holdings—to be released on Aug. 7 if the stock closes at least 30% above its IPO price on five of the 10 trading days preceding the first earnings release.
In other words, strong stock performance—not weak performance—could accelerate the amount of stock eligible to enter the market.
Why It MattersLock-up expirations don’t automatically result in insider selling. Employees, executives and early investors can choose to continue holding their shares, particularly if they remain confident in the company’s long-term prospects.
But traders closely monitor lock-up events because they increase the supply of shares that can be sold, sometimes creating additional volatility around earnings or other major catalysts.
The conditional Aug. 7 release makes SpaceX’s lock-up schedule particularly unusual. Rather than tying insider liquidity to the passage of time alone, the company linked part of the release to the stock’s own performance—a mechanism that rewards strength by allowing more shares to become eligible for trading sooner.
Beyond August, SpaceX’s lock-up schedule remains staggered through the rest of 2026 and into 2027, including a 1.3 billion-share release following third-quarter earnings. Elon Musk‘s 6.4 billion shares remain subject to a separate one-year lock-up that is not eligible for early release.
What Investors Should WatchSpaceX’s first earnings report is already shaping up to be one of the company’s biggest post-IPO events. But the results may not be the only catalyst.
If the stock can hold above roughly $175.50 often enough before earnings, investors could see more than 1.3 billion shares become eligible for sale within just two trading days—912 million on Aug. 5 and another 456 million on Aug. 7. That doesn’t guarantee a wave of insider selling, but it does make one little-known IPO clause worth watching just as closely as the earnings report itself.
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