Track market-moving stories before they get noisy

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.

While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.

Brixmor Property (BRX - Free Report) is headquartered in New York, and is in the Finance sector. The stock has seen a price change of 20.67% since the start of the year. Currently paying a dividend of $0.31 per share, the company has a dividend yield of 3.89%. In comparison, the REIT and Equity Trust - Retail industry's yield is 3.88%, while the S&P 500's yield is 1.34%.

Looking at dividend growth, the company's current annualized dividend of $1.23 is up 7% from last year. Over the last 5 years, Brixmor Property has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.56%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Brixmor's current payout ratio is 54%, meaning it paid out 54% of its trailing 12-month EPS as dividend.

Looking at this fiscal year, BRX expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $2.36 per share, which represents a year-over-year growth rate of 4.89%.

Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. But, not every company offers a quarterly payout.

Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, BRX is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

NEW YORK, July 15, 2026 (GLOBE NEWSWIRE) -- Gainey McKenna & Egleston announces that a securities class action lawsuit has been filed in the United States District Court for the District of New Hampshire on behalf of all persons or entities who purchased or otherwise acquired Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT) securities between November 6, 2025 and May 6, 2026, inclusive (the “Class Period”).

The Complaint alleges that Defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Planet Fitness’ customer acquisition and marketing metrics. The Complaint alleges that the Company’s updated marketing messaging was failing to resonate with, and was actively intimidating, its core target demographic of fitness beginners and casual gym-goers. The Complaint continues to allege that as a result, Planet Fitness was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period that rendered its previously issued fiscal 2026 guidance and long term financial targets unachievable.

The Complaint alleges that instead, Planet Fitness would be required to restructure its marketing strategy, losing the gains they praised from continuing the same marketing campaign, and entirely halt the planned Black Card price increase which sale projections were premised upon. The Complaint alleges that such statements absent these material facts caused Plaintiff and other shareholders to purchase Planet Fitness’ securities at artificially inflated prices.

Investors who purchased or otherwise acquired shares of Planet Fitness should contact the Firm prior to the September 14, 2026 lead plaintiff motion deadline. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. If you wish to discuss your rights or interests regarding this class action, please contact Thomas J. McKenna, Esq. or Gregory M. Egleston, Esq. of Gainey McKenna & Egleston at (212) 983-1300, or via e-mail at [email protected] or [email protected].

Please visit our website at http://www.gme-law.com for more information about the firm.

Investors interested in Transportation - Services stocks are likely familiar with ZTO Express (Cayman) Inc. (ZTO - Free Report) and C.H. Robinson Worldwide (CHRW - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.

Right now, ZTO Express (Cayman) Inc. is sporting a Zacks Rank of #1 (Strong Buy), while C.H. Robinson Worldwide has a Zacks Rank of #3 (Hold). The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that ZTO has an improving earnings outlook. But this is just one factor that value investors are interested in.

Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

ZTO currently has a forward P/E ratio of 11.80, while CHRW has a forward P/E of 32.68. We also note that ZTO has a PEG ratio of 0.87. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. CHRW currently has a PEG ratio of 1.72.

Another notable valuation metric for ZTO is its P/B ratio of 1.49. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, CHRW has a P/B of 13.81.

These are just a few of the metrics contributing to ZTO's Value grade of B and CHRW's Value grade of D.

ZTO is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that ZTO is likely the superior value option right now.

Key Takeaways IART gained 52.1% in a year, driven by growth across Specialty Surgery and Tissue Reconstruction. IART reported Q1 2026 EPS above guidance as margins benefited from favorable mix and transformation savings. IART faces risks from high debt, trade uncertainty and the FDA warning letter despite ongoing improvements. Integra LifeSciences’ (IART - Free Report) shares have surged 52.1% over the past year, showing impressive momentum. It has significantly outperformed the industry’s 5.1% decline and the S&P 500 composite’s 23.3% gain.  

With healthy fundamentals and strong growth opportunities, this Zacks Rank #2 (Buy) company appears to be a solid wealth creator for its investors at the moment.

Based in Plainsboro, NJ, Integra develops, manufactures and markets surgical implants and medical instruments. The company’s Specialty Surgery segment consists of neurosurgery, instruments and ENT surgical solutions, augmented by the 2024 acquisition of Acclarent. Its Tissue Reconstruction segment focuses on wound reconstruction, surgical reconstruction and peripheral nerve repair.

Key Catalysts for IART’s GrowthIntegra’s share price is trending upward, prompted by strong prospects in both the reporting segments. In first-quarter 2026, Specialty Surgery revenues totaled $283.1 million, with global neurosurgery sales up 1.9% organically on demand for Certas Plus, CUSA and BactiSeal, as supply reliability and fulfillment improved. 

Capital equipment sales increased in the low single digits, supported by continued strength in the capital funnel, including double-digit growth in CUSA and CereLink. Acclarent remains a key part of the ENT platform by expanding the portfolio across sinus and eustachian tube balloon technologies and navigation, which can broaden addressable markets over time. 

Tissue Reconstruction revenues grew 6.4% organically, reflecting double-digit growth in Integra Skin, mid-double-digit growth in DuraSorb and the PriMatrix launch. Private label sales grew 7.1% on a favorable prior-year comparison. 

The investors are also impressed with the company’s multi-year work on quality, compliance, capacity and transformation, which remains central to restoring predictable execution. In line with this, first-quarter adjusted EPS was $0.54, above the high end of guidance, supported by favorable mix and transformation savings, with adjusted gross margin of 64.1% and adjusted EBITDA margin of 19.4%. Integra continues to advance the PMA strategy for both SurgiMend and DuraSorb for implant-based breast reconstruction. 

Image Source: Zacks Investment Research

Factors That May Offset IART’s GainsIntegra’s position looks quite tight from the liquidity point of view, having ended the first quarter of 2026 with net debt of $1.60 billion and cash and cash equivalents of $236.8 million. The company has $39 million in current debt and $1.87 billion in total debt on its balance sheet. 

The company flagged continuing geopolitical and trade uncertainty, which can raise supplier costs and affect customer purchasing patterns. The FDA warning letter issued in December 2024 continues to frame execution risk across multiple facilities. While the company has adopted a risk-based approach and continues to advance its transformation and operational resiliency initiatives, execution delays could still lead to disruption, higher costs and slower product flow.

A Glance at IART’s EstimatesIn the past 30 days, the Zacks Consensus Estimate for 2026 earnings per share (EPS) has moved north to $2.45. 

Revenues are projected to grow 2.4% to $1.67 billion in 2026, while the same for 2027 is expected to reach $1.73 billion (up 3.3%).  

Other Key PicksSome other top-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Alcon (ALC - Free Report) and Phibro Animal Health (PAHC - Free Report) . 

Globus Medical has an earnings yield of 5.5%, well ahead of the industry’s negative 3% yield. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 26.3%. The company’s shares have rallied 43.8% against the industry’s 4.8% decline over the past year.

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

Alcon, carrying a Zacks Rank #2 at present, has an earnings yield of 5.1% against the industry’s negative 2.8% yield. Shares of the company have gained 22.8% compared with the industry’s 4.8% growth. ALC’s earnings topped estimates in three of the trailing four quarters and missed in one, the average surprise being 3.7%.

Phibro Animal Health, carrying a Zacks Rank #2 at present, has an earnings yield of 9.2% compared with the industry’s 2.8% yield. Shares of the company have climbed 43.1% against the industry’s 27.9% decline. PAHC’s earnings beat estimates in each of the trailing four quarters, the average surprise being 16.3%.

Key Takeaways Archer Aviation is expanding supplier partnerships to support future eVTOL production and commercialization.ACHR is sourcing propulsion, avionics, batteries and key components to strengthen supply-chain resilience.Archer Aviation combines internal assembly with supplier expertise to support scalable manufacturing growth. Archer Aviation Inc. (ACHR - Free Report) continues strengthening its supplier ecosystem to support the planned production and commercialization of its electric vertical takeoff and landing (eVTOL) aircraft. The company is collaborating with experienced aerospace and automotive suppliers to secure critical systems, components and manufacturing expertise that facilitate aircraft development and future production. These partnerships are intended to improve manufacturing readiness while supporting a scalable production model.

Building a reliable supplier network is becoming increasingly important as the eVTOL industry moves toward commercial production. Archer continues working with suppliers across propulsion systems, avionics, batteries and other key aircraft components to enhance supply-chain resilience and bolster future manufacturing requirements. Leveraging established suppliers also helps streamline production planning while maintaining high quality and safety standards.

The company's supplier strategy complements its broader manufacturing objectives by combining internal assembly capabilities with specialized external expertise. This approach allows Archer to focus on aircraft integration and production while benefiting from the experience and manufacturing capabilities of established aerospace suppliers. As production volumes increase, a diversified supplier base is expected to enhance operational flexibility and execution.

As the commercial eVTOL market continues to develop, supply-chain execution will remain a critical factor for successful aircraft production. Archer's continued focus on building strategic supplier relationships positions the company to support future manufacturing growth while fortifying its long-term competitive position.

Companies Expanding Aircraft Supply-Chain CapabilitiesAs the advanced air mobility industry evolves, companies continue expanding supplier relationships to support future aircraft production and commercialization. Companies like Joby Aviation, Inc. (JOBY - Free Report) and EHang Holdings (EH - Free Report) are also strengthening supply-chain capabilities through strategic manufacturing partnerships and component sourcing.

Joby Aviation continues collaborating with established aerospace and automotive suppliers to boost aircraft production, certification and future commercial manufacturing.

EHang continues strengthening its supply chain through partnerships with manufacturing and technology providers that support the production and commercialization of its autonomous aerial vehicles.

Earnings Estimates for ACHR StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests a year-over-year decline of 61.90% and growth of 7.51%, respectively.

Image Source: Zacks Investment Research

ACHR Stock Is Trading at a DiscountArcher is trading at a discount relative to the industry, with a trailing 12-month price-to-book of 1.77X compared with the industry average of 5.93X.

Image Source: Zacks Investment Research

ACHR Stock Price PerformanceOver the past month, ACHR shares have fallen 10.8% compared with the industry’s 3.5% decline.

Image Source: Zacks Investment Research

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

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.

Based in Gulfport, Hancock Whitney (HWC - Free Report) is in the Finance sector, and so far this year, shares have seen a price change of 19.38%. Currently paying a dividend of $0.50 per share, the company has a dividend yield of 2.63%. In comparison, the Banks - Southeast industry's yield is 1.96%, while the S&P 500's yield is 1.34%.

Looking at dividend growth, the company's current annualized dividend of $2.00 is up 11.1% from last year. Over the last 5 years, Hancock Whitney has increased its dividend 3 times on a year-over-year basis for an average annual increase of 11.55%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Hancock Whitney's current payout ratio is 34%, meaning it paid out 34% of its trailing 12-month EPS as dividend.

Looking at this fiscal year, HWC expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $6.47 per share, representing a year-over-year earnings growth rate of 13.11%.

From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. However, not all companies offer a quarterly payout.

High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. That said, they can take comfort from the fact that HWC is not only an attractive dividend play, but is also a compelling investment opportunity with a Zacks Rank of #1 (Strong Buy).

Cytokinetics (CYTK - Free Report) closed the last trading session at $81.93, gaining 8.9% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $106.95 indicates a 30.5% upside potential.

The average comprises 21 short-term price targets ranging from a low of $83.00 to a high of $146.00, with a standard deviation of $14.53. While the lowest estimate indicates an increase of 1.3% from the current price level, the most optimistic estimate points to a 78.2% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.

But, for CYTK, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in CYTKThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 1%, as two estimates have moved higher compared to no negative revision.

Moreover, CYTK currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much CYTK could gain, the direction of price movement it implies does appear to be a good guide.

Key Takeaways Five Below plans about 150 net new stores in fiscal 2026 with $230M-$250M in planned capital spending.FIVE is testing new store layouts and integrating Five Beyond into core categories to improve shopping.FIVE expects 6%-8% comparable sales growth and about 14% sales growth at the fiscal 2026 midpoint. Five Below, Inc. (FIVE - Free Report) continues to invest strategically across its business to strengthen its long-term growth prospects. Management remains focused on expanding the company's footprint, enhancing customer engagement and improving operational capabilities. The company believes these initiatives will support sustainable revenue and earnings growth while reinforcing Five Below's position as a leading value retailer.

Store expansion remains a cornerstone of the company's growth strategy. During the first quarter, Five Below opened 49 net new stores, ending the period with 1,970 locations across 46 states. The retailer expects to open approximately 150 net new stores in fiscal 2026, supported by $230-$250 million in capital expenditures that also include investments in technology and infrastructure to support future growth.

The company is also investing to deepen customer engagement through a social-first marketing strategy. By leveraging AI-generated content, creator partnerships and an expanding customer email database, Five Below is enhancing personalization and strengthening customer relationships. These efforts complement its merchandising strategy, which emphasizes trend-right assortments, compelling value and curated product storytelling.

Five Below is strengthening its operating model by simplifying pricing, integrating Five Beyond merchandise into core product categories and testing new store layouts to enhance the shopping experience. Investments in supply chain productivity and distribution center efficiencies are helping improve execution while supporting the company's expanding store network.

Reflecting confidence in these strategic initiatives, Five Below raised its fiscal 2026 outlook. Management expects net sales of $5.40-$5.48 billion, representing approximately 14% growth at the midpoint, with comparable sales growth of 6%-8%. The improved guidance highlights management's confidence that its ongoing investments will continue driving durable growth and long-term shareholder value.

ULTA & BBWI’s Strategic Initiative Picture vs. FIVEUlta Beauty, Inc. (ULTA - Free Report) continues to invest strategically to strengthen its long-term growth platform. Ulta Beauty is expanding its digital capabilities through AI-powered personalization, social commerce, supply chain automation and a new regional distribution center, while also investing in stores, international expansion and new growth businesses. These initiatives are designed to improve guest experience, operational efficiency and profitable growth. Reflecting confidence in its strategy, Ulta Beauty maintained its fiscal 2026 outlook, projecting 6%-7% net sales growth and 2.5%-3.5% comparable sales growth. The company believes these disciplined investments will support long-term value creation and sustained profitable growth.

Bath & Body Works, Inc. (BBWI - Free Report) is investing strategically through its Consumer First Formula, focusing on product innovation, brand modernization, digital acceleration, logistics and fulfillment upgrades and high-return real estate to drive sustainable long-term growth. Bath & Body Works expects to invest approximately $270 million in capital expenditures during fiscal 2026 while continuing to generate about $600 million in free cash flow.

Reflecting confidence in its transformation strategy, Bath & Body Works reaffirmed its fiscal 2026 outlook, projecting net sales to decline by 2.5%-4.5%, as management expects the benefits of its strategic investments to build through the remainder of 2026 and become more meaningful in 2027.

FIVE’s Price Performance, Valuation & EstimatesFIVE shares have rallied 41.6% over the past year against the industry’s decline of 11.2%. 

Image Source: Zacks Investment Research

From a valuation standpoint, Five Below is trading at a trailing 12-month price-to-sales ratio of 2.11X, up from the industry average of 1.54X. It has a Value Score of B.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Five Below’s fiscal 2026 earnings implies year-over-year growth of 35.1%, while the same for fiscal 2027 indicates an uptick of 9.9%. Estimates for fiscal 2026 and 2027 have been revised upward by 5 cents and 10 cents, respectively, over the past seven days.

Image Source: Zacks Investment Research

Five Below currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The trillion-dollar space economy has stopped being a science-fiction talking point. Instead, it’s starting to show up in earnings reports, ETF flows, and defense budgets.

On the July 15 episode of Goldman Sachs Exchanges, The Growth of the Space Industry, host Allison Nathan told listeners the sector sits at about $625 billion today and that hitting the trillion-dollar mark is “a matter of when, not if.” The consensus timing she cited: the mid-2030s or 2040s, with falling launch costs doing most of the heavy lifting.

Her framing of the ownership shift is the more investable insight.

“About 80% today is driven by commercial companies. A generation ago, it was 80% government,” Nathan said, describing “a flywheel effect of attracting more investment and development.” A guest on the show walked through what that commercial layer already looks like in everyday life.

iPhone SOS functions in remote locations, Starlink delivering “Wi-Fi during your flight at basically real-time speeds that you would get over broadband internet,” and more frequently refreshed Google Maps imagery from earth-observation constellations. Further out, the guest pointed to space stations, a lunar base, and “ultimately making humanity multi-planetary.”

How Investors Are Playing the Theme The cleanest thematic wrapper is the Procure Space ETF (NASDAQ: UFO), which holds 47 equity positions spanning satellite communications, launch, earth observation, and aerospace primes. Net assets stand at $749.3 million, with top weights in Planet Labs (6.16%), Viasat (5.90%), Globalstar (5.28%), Sirius XM (5.05%), and Rocket Lab (5.02%).

UFO is up 18.54% year to date and 52.71% over the past year, though the last month has been rough, with the fund down 13.43% as high-beta space names sold off. Over five years, the ETF has returned 70.72%. For readers who want the flywheel exposure without the single-stock volatility of pre-revenue satellite operators, that basket is the natural starting point. Nathan’s point about commercial capture also lines up with the broader macro backdrop: manufacturing value added grew 1.3% in Q1 2026, reversing a -2.6% trough in Q1 2025, while professional and technical services (where R&D and engineering sit) added $148.9 billion year over year.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Firefly Aerospace didn't make the cut. Grab the names FREE today.

Pure-Play Names Behind the Trend The direct-to-device broadband thesis Nathan referenced runs straight through AST SpaceMobile (NASDAQ: ASTS).

The company reported Q1 2026 revenue of $14.7 million, up 1,952% year over year. It reaffirmed full-year revenue guidance of $150 million to $200 million, while maintaining its target of approximately 45 BlueBird satellites in orbit by year-end. CEO Abel Avellan told investors AST is “accelerating manufacturing, regulatory progress, commercial partnerships, and government programs,” supported by approximately $3.5 billion in cash and partnerships with nearly 60 mobile network operators covering more than 3 billion subscribers. Investors can review the full disclosure in AST’s Form 8-K filings on SEC.gov.

On the launch and defense side, Firefly Aerospace (NASDAQ: FLY | FLY Price Prediction) reported Q1 2026 revenue of $80.88 million, up 44.8% year over year, and exceeded analyst consensus by 7.94%. CEO Jason Kim highlighted the company’s selection to support the U.S. Space Force’s Golden Dome space-based interceptor program and a $109 million engineering change proposal under the FORGE Enterprise OPIR Services contract. Firefly reaffirmed full-year 2026 revenue guidance of $420 million to $450 million.

For a broader shortlist of AI-connected infrastructure names benefiting from these same tailwinds, our team’s 7 Stocks Powering the AI Boom (That Aren’t Chipmakers) research report is a useful cross-reference, since satellite and edge-compute buildouts are increasingly bundled with data-center demand.

What to Watch Next Nathan’s central variable is launch cost. Every step down the cost-per-kilogram curve widens the addressable market for satellite operators, imaging companies, and eventually lunar logistics. Keep an eye on cadence at Rocket Lab and Firefly, BlueBird deployment milestones at AST, and whether the recent one-month drawdown in UFO marks a reset or the start of a longer digestion phase. If the guest is right that the transformation is “absolutely remarkable” and still early, pullbacks in the basket will look very different in the rearview mirror than they do on the tape today.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Firefly Aerospace didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Banc of California (BANC - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis banking service and lending company is expected to post quarterly earnings of $0.40 per share in its upcoming report, which represents a year-over-year change of +29%.

Revenues are expected to be $297.02 million, up 8.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

How Have the Numbers Shaped Up for Banc of California?For Banc of California, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -5.47%.

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

So, this combination makes it difficult to conclusively predict that Banc of California will beat the consensus EPS estimate.

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

For the last reported quarter, it was expected that Banc of California would post earnings of $0.38 per share when it actually produced earnings of $0.39, delivering a surprise of +2.63%.

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

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

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

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

An Industry Player's Expected ResultsBOK Financial (BOKF - Free Report) , another stock in the Zacks Banks - Southwest industry, is expected to report earnings per share of $2.56 for the quarter ended June 2026. This estimate points to a year-over-year change of +16.9%. Revenues for the quarter are expected to be $558.9 million, up 4.4% from the year-ago quarter.

The consensus EPS estimate for BOK Financial has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +3.52%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that BOK Financial will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

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

Wall Street expects a year-over-year increase in earnings on higher revenues when GE Vernova (GEV - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis the energy business spun off from General Electric is expected to post quarterly earnings of $3.17 per share in its upcoming report, which represents a year-over-year change of +70.4%.

Revenues are expected to be $10.77 billion, up 18.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.41% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

How Have the Numbers Shaped Up for GE Vernova?For GE Vernova, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -8.69%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that GE Vernova will beat the consensus EPS estimate.

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

For the last reported quarter, it was expected that GE Vernova would post earnings of $1.84 per share when it actually produced earnings of $1.98, delivering a surprise of +7.61%.

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

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

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

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

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

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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

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Artificial intelligence stocks have spent much of this year whipsawing between optimism and doubt. Investors embraced companies building AI infrastructure, then abruptly questioned whether too much computing capacity was coming online too quickly. 

That shift hit neocloud providers like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), and IREN (NASDAQ:IREN) especially hard because their businesses depend on renting cutting-edge GPU clusters to AI developers. If hyperscalers ended up with excess capacity, the conventional wisdom believed specialized providers would lose their competitive edge. 

But a new bottom-up model from Morgan Stanley suggests the market focused on the wrong risk. Instead of oversupply, the next several years may be defined by one of the largest infrastructure buildouts the technology industry has ever attempted.

The AI Buildout Is Only Accelerating The investment bank estimates total compute capacity across the five major hyperscalers will climb from 30.5 gigawatts in 2025 to 116.6 gigawatts by 2028. That is nearly a fourfold increase in only three years. Every one of those additional 80 gigawatts must be designed, financed, and constructed from scratch, translating into an estimated $4 trillion to $8 trillion of capital spending between now and 2028.

The Morgan Stanley analysis illustrates just how ambitious those plans are.

Company 2025 Compute Capacity 2028 Compute Capacity % Increase Amazon (NASDAQ:AMZN) 13.8 GW 35.8 GW 159% Google 5.0 GW 31.6 GW 532% Microsoft (NASDAQ:MSFT) 7.5 GW 20.3 GW 171% Meta Platforms (NASDAQ:META) 3.5 GW 21.2 GW 506% SpaceX (NASDAQ:SPCX) 0.7 GW 7.8 GW 1,014% Hyperscaler Compute Capacity 30.5 GW 116.6 GW 282% Source: Morgan Stanley bottom-up hyperscaler compute model.

Those numbers destroy the excess compute bear narrative that crushed AI infrastructure stocks earlier this year. Demand doesn’t expand fourfold over three years if the industry is drowning in unused capacity.

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Fears of an AI oversupply were wrong. Now, an $8 trillion infrastructure race is officially accelerating. © 24/7 Wall St. Why Nebius Still Has Room To Grow That demand outlook helps explain why companies like Nebius occupy an important niche.

First-quarter revenue expanded 684% year over year, while management reiterated expectations for a $7 billion to $9 billion annualized revenue run rate by the end of the year. Longer term, the company has outlined a path toward $51 billion in annual revenue by 2030 based solely on the infrastructure it owns.

Today, that growth story became even more compelling. Nebius announced a new asset-light infrastructure partnership model in which third-party data center owners finance new facilities while Nebius contributes its AI cloud platform, customer relationships, and operating expertise. 

The arrangement allows Nebius to expand into new regions without tying up billions of dollars on its balance sheet. Instead of funding every new data center itself, the company can generate recurring licensing fees and revenue-sharing income while partners supply the capital. That dramatically increases the pace at which Nebius can scale and gives management another growth lever beyond simply adding company-owned infrastructure.

Key Takeaway In short, the bear case against neocloud providers rested on two assumptions: AI demand would cool, and companies like Nebius would struggle to finance enough infrastructure to keep growing. Morgan Stanley’s compute model challenges the first assumption by projecting hyperscaler capacity to jump from 30.5 gigawatts to 116.6 gigawatts by 2028. Nebius’s new partnership model addresses the second by removing much of the capital burden associated with expansion.

Granted, execution risk remains, and Nebius still needs to deliver on its ambitious growth targets. But if Morgan Stanley’s projections prove accurate, the market’s 35% sell-off of Nebius stock increasingly looks like a reaction to a problem that never existed. For patient investors looking beyond the next quarter, that disconnect may be where the opportunity lies.

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Grupo Aeroportuario Del Pacifico NYSE: PAC said second-quarter 2026 earnings improved despite weaker passenger traffic, as tariff adjustments, directly operated commercial businesses and the initial consolidation of Cross Border Xpress helped offset declines across parts of its airport network.

Chief Executive Officer Raul Revuelta said total passenger traffic across GAP’s 14 airports fell 5.6% from the second quarter of 2025. Even so, revenue excluding construction services rose 4.9%, EBITDA increased 8.4% to MXN 6 billion, and EBITDA margin expanded 230 basis points to 69.3%.

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“While we are not satisfied with the current traffic performance, this quarter demonstrates that GAP is increasingly capable of protecting earnings and generating growth through multiple complementary revenue streams,” Revuelta said.

Traffic Pressured by Jamaica, Puerto Vallarta and Airfare Trends Revuelta attributed the passenger decline to several factors in both Mexico and Jamaica. In Jamaica, he said the company continues to feel the impact of Hurricane Melissa, with hotel capacity along the main tourist corridor still below pre-storm levels. He said hotel reopenings point to an extended recovery through the second half of the year.

In Mexico, Revuelta said airlines managed capacity in response to economic conditions, while rising jet fuel costs pressured airfares. He also cited security concerns affecting international leisure demand for certain beach destinations, including Puerto Vallarta, where international passenger traffic fell 27% during the quarter. GAP is working with airlines and regional tourism stakeholders to rebuild connectivity and travel confidence, he said.

Guadalajara was an exception during the quarter. The city hosted four of five FIFA World Cup matches in June, and Revuelta said Guadalajara Airport successfully handled additional charter flights, national teams, delegations and fans while maintaining normal operations. Traffic at the airport rose 6%, though he said that was partly offset by temporary softness at other GAP airports during the tournament.

Commercial Businesses Drive Non-Aeronautical Growth Aeronautical revenue declined 3.2%, primarily because of lower passenger traffic in Mexico and Jamaica and a 10.9% appreciation of the Mexican peso, which negatively affected the translation of U.S. dollar revenue and international passenger charges. Revuelta said the decline was partly offset by the gradual implementation of maximum tariffs approved for the 2025-2029 regulatory period in Mexico.

Non-aeronautical revenue rose 23.9%, helped by growth in businesses operated directly by GAP and the consolidation of Cross Border Xpress, or CBX, beginning May 1. Excluding CBX, directly operated business lines increased 17% despite lower passenger traffic.

Cargo and bonded warehouse operations grew 22%. Advertising increased 58%. Hotel operations rose 27%. Convenience stores grew 11%. Parking increased 9%. Revuelta said the results show GAP’s commercial strategy “does not solely depend on passengers volume.” He said duty-free and VIP lounges, which are more exposed to international leisure traffic and foreign exchange, remained under pressure but should improve as international traffic recovers.

CBX generated MXN 168 million in revenue during May and June, with more than 626,000 passengers using the facility in both directions. Revuelta said that represented average revenue of $42.8 per passenger, in line with company expectations. He said CBX traffic remained below the prior year but that pricing and the commercial model were resilient.

Guidance Updated for 2026 GAP updated its annual outlook to reflect the CBX consolidation, internalization of technical assistance services, current traffic trends and investment progress. The company now expects passenger traffic to range from a 3% decline to flat growth for 2026. Revuelta said the forecast assumes gradual improvement in the second half but does not assume all airports return to growth at the same time or that Puerto Vallarta and Montego Bay fully recover this year.

The company expects aeronautical revenue to increase 1% to 4%, supported by approved tariffs in Mexico. Non-aeronautical revenue is expected to grow 21% to 24%, driven by GAP-operated businesses and CBX. EBITDA is expected to rise 10% to 12%, with an EBITDA margin of about 67%, plus or minus one percentage point. Revuelta said CapEx is expected to be around MXN 4 billion.

In response to analyst questions, Revuelta said June traffic was affected by higher airfares during the World Cup and by substitution of typical business and leisure travelers with tournament-related passengers. He said some domestic leisure demand appeared to shift into July, and additional seats and route openings should support the second half.

Management Addresses Tariffs, FIBRA and 2027 Outlook Asked about tariff compliance, Revuelta said GAP reached 90% fulfillment of the maximum tariff in the first six months and expects to be around 95% by year-end. He said tariffs changed again on July 1 at Los Cabos and Puerto Vallarta, with domestic passenger charges increasing an additional 7%.

Revuelta said it is still early to provide a 2027 traffic growth range. He cited oil prices and the war in Iran as factors that could affect airline costs and capacity, as well as uncertainty around the proposed Viva and Volaris merger. Still, he said GAP expects growth in coming years and noted that Jamaica hotel capacity is trending toward normalization by the end of 2026.

Chief Financial Officer Saul Villarreal said the company is continuing the approval process for FIBRA GAP, a vehicle intended to subscribe a minority equity interest in the 12 Mexican airport concession areas. Villarreal said the structure is expected to be tax transparent at the Mexican airport level, but GAP would continue paying taxes as a regular company. He said management does not expect a permanent change in GAP’s effective tax rate, though there could be a temporary decrease during 2026 and 2027 due to the tax shield of interest.

Villarreal also said GAP expects to make two dividend distributions this year, with one potentially in the current quarter and another in the final quarter. The shareholders meeting approved a distribution of MXN 0.2080 per ordinary share, he said.

Asked whether GAP would offer broad concessions or discounts to airlines to support traffic, Revuelta said the company is not considering general discounts. He said GAP may provide specific support on a case-by-case basis when routes face low load factors or when airport connectivity is at risk.

About Grupo Aeroportuario Del Pacifico NYSE: PACGrupo Aeroportuario del Pacífico, SAB. de C.V. NYSE: PAC, commonly known as GAP, is a leading airport operator in Mexico. Established in 1998 as part of the federal government’s airport privatization program, GAP holds long‐term concession agreements—typically 50 years—to manage, develop and operate airports under a public–private partnership model. Through these concessions, the company undertakes terminal expansions, runway maintenance and the modernization of navigation and security systems.

The company’s portfolio comprises 12 airports across Mexico’s Pacific and western regions, including major hubs such as Guadalajara, Tijuana, Los Cabos, Puerto Vallarta and Mazatlán, as well as regional facilities in Aguascalientes, Morelia and La Paz.

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

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

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Cleanspark Today

$13.30 -0.16 (-1.15%)

As of 12:41 PM Eastern

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

52-Week Range$8.00▼

$23.61Price Target$22.34

The digital gold rush is rapidly giving way to the artificial intelligence land grab. For years, Bitcoin miners amassed vast power portfolios to run high-energy operations. Today, that specific electrical capacity sits at the precise bottleneck that is starving the world's largest technology firms. Power is the new premium real estate, and organizations controlling the grid connection hold the ultimate leverage.

CleanSpark NASDAQ: CLSK just weaponized this leverage, securing a $6.6 billion, 20-year AI data center lease that decouples its valuation from cryptocurrency volatility. By locking in $330 million in expected annual net operating income, CleanSpark forces Wall Street to aggressively reprice its stock. Once a cyclical miner, the company is rapidly transforming into a premier digital infrastructure landlord.

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Cashing in on the High-Performance Compute BoomWhen evaluating infrastructure companies, predictability is everything. CleanSpark recently executed a 20-year triple-net lease at the Sandersville, Georgia, campus. The agreement designates 175 megawatts of critical IT load for high-performance computing and AI workloads.

For investors unfamiliar with commercial real estate terminology, a triple-net lease requires the tenant to pay property expenses, including real estate taxes, building insurance, and maintenance. The triple net lease structure shields CleanSpark from operational cost creep. Management projects a near 100% net operating income contribution margin from this arrangement, generating an average of $330 million in annual cash flow once deliveries begin in late 2027.

The identity of the tenant remains officially undisclosed, but CleanSpark notes that the partner is a high-investment-grade global technology entity.

Recent market whispers suggest Meta Platforms NASDAQ: META was in advanced discussions for capacity in Sandersville, adding serious weight to the underlying credit quality of the lease.

This specific catalyst caused a severe divergence in the sector. While CleanSpark shares rose almost 9% on July 14, direct competitors lacking similar infrastructure pivots, such as Marathon Digital Holdings NASDAQ: MARA and Riot Platforms NASDAQ: RIOT, saw muted trading. The market is clearly beginning to value gigawatt power capacity as prime AI real estate.

The Texas Land Grab: An 885 MW Exclusivity AgreementThe Sandersville facility represents just the pilot program of a much broader strategic overhaul. Embedded within the $6.6 billion agreement is a letter of intent granting the tenant exclusivity over the entire CleanSpark Texas portfolio. This pipeline includes 718 acres of land with up to 885 megawatts of secured and planned power capacity spread across the Sealy and Brazoria campuses.

The financial implications of a full deployment are substantial. If 175 megawatts in Georgia translates to $330 million in annual net operating income, successfully contracting the 885 megawatt Texas pipeline under a similar pricing framework could introduce well over $1 billion in highly predictable recurring revenue.

By locking up its Texas land under an exclusivity agreement, CleanSpark establishes a clear, multi-year runway to operate at an institutional scale.

Funding the Build: Bridging the Capital Expenditure GapTransforming raw land and energy into production-grade AI infrastructure requires tremendous upfront capital. This is where investors should look past the flashy revenue numbers and assess the balance sheet. Management estimates landlord project costs will range from $10 million to $12 million per megawatt of critical IT load. For the 175-megawatt Sandersville buildout, CleanSpark faces capital expenditures of roughly $1.75 billion to $2.1 billion before recognizing revenue in 2027. With trailing net margins at -67%, the immediate question is how CleanSpark will fund this transition without destroying shareholder value through equity dilution.

The answer lies in the CleanSpark treasury. CleanSpark holds a reserve of 13,941 Bitcoin (BTC), valued at approximately $878 million at current market prices. Rather than liquidating these holdings or issuing millions of new shares, CleanSpark can leverage this treasury as collateral.

Financial institutions are increasingly willing to offer debt financing against digital assets. Securing project-level debt allows CleanSpark to bridge the development gap, severely diminishing the bearish thesis that heavy dilution is the only path forward.

Breaking the Cycle: The Shift Forcing Shorts OutWhenever a business undergoes a structural transformation, technical friction often follows. CleanSpark currently carries a high short interest, with roughly 33% of the free float sold short. Institutional bears built these positions around the traditional crypto mining narrative, which includes unpredictable revenue, margin compression during Bitcoin drawdowns, and the constant threat of dilution to fund operations.

The Sandersville lease directly attacks the foundation of that short thesis. When a business secures $6.6 billion in contracted revenue from an investment-grade tenant, the valuation model shifts. Analysts no longer apply cyclical crypto multiples; they instead apply premium digital real estate valuation frameworks.

While some analysts look for chart breakouts to trigger a short squeeze, others understand that a sudden change in the underlying business model can also fuel violent upside moves. With a heavily skewed bullish options chain and over 78 million shares sold short, the risk of forced covering is elevated. Short sellers are stepping in front of a business that just secured decades of guaranteed cash flow.

Closing Costs: Assessing the Digital Real Estate HorizonThe transition from mining to hosting is not without risk. The regulatory filings detailing the triple-net lease outline strict, milestone-based delivery covenants. CleanSpark must execute its construction and power integration flawlessly over the next 18 months, as failure to meet these deadlines could result in significant rent abatements or the termination of the lease. The multi-quarter latency period before revenue recognition in 2027 means the income statement will not reflect this $6.6 billion victory for quite some time.

Despite execution risks, securing a multi-decade commitment from a tier-one technology titan validates the broader land-and-power strategy. Investors looking to capitalize on the AI compute bottleneck might consider adding CleanSpark to their watchlist to monitor how management secures project financing and executes early construction milestones in Georgia.

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

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

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Nuclear energy is experiencing a renaissance. Over the next few decades, rising energy demand from AI businesses is expected to fuel a global build-out of new energy sources. Bank of America analysts believe this will create a $10 trillion opportunity for nuclear energy developers.

Oklo Inc. (OKLO 4.28%) is one of the most fascinating nuclear energy developers on the market. Oklo specializes in small modular reactors, or SMRs. These miniature nuclear power plants can be co-located directly next to data center infrastructure, with lower construction costs and faster construction times than conventionally larger nuclear power plants. It's no wonder, then, that the company has the direct backing of Sam Altman, the CEO of OpenAI, who invested in Oklo early on and served as its Chairman for many years.

"My whole view of the world is the future can be radically better and the two things that we really need for that are to lower the cost of energy and lower the cost of intelligence. And if we get those, we'll be quite surprised about how different and how much better the future is," Altman told reporters in 2023 when Oklo went public through a reverse merger. "I don't see a way for us to get there without nuclear. I mean, maybe we could get there just with solar and storage. But from my vantage point, I feel like this is the most likely and the best way to get there."

Last year, Oklo's market cap soared to $24 billion on rising enthusiasm for SMRs to meet AI's growing energy demands. After a steep correction, however, the company's valuation is down to just $7.9 billion.

What's going on? Is this your chance to buy low into what could become a long-term growth superstar?

Today's Change

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Time to buy Oklo stock after the correction? The most important thing to understand about Oklo as an investment is that this was never going to be a short-term story. Bank of America's estimated $10 trillion opportunity for nuclear energy is measured over a timeline spanning decades, not weeks or months.

No matter how promising Oklo's technology looks on paper, it's important for investors to remember that only two SMR systems are currently operable worldwide -- one in China, the other in Russia. The Russian project began construction in 2007, and didn't reach operability until 2020. The Chinese system, meanwhile, took 11 years to go from the start of construction to delivering commercial power.

Oklo claims that its SMR systems can be built in a matter of months once its operations are fully scaled. But the company doesn't even have a reactor design fully approved by the Nuclear Regulatory Commission yet.

Image source: Getty Images.

Oklo is chasing a truly massive long-term opportunity, and its potential is likely much higher than its current $7.9 billion market cap. That's especially true given its influential backers, impressive project pipeline, and cash reserves that should give it several years of runway.

Make no mistake: Oklo will be a volatile stock for months and years to come. The company remains in its early stages of growth, with much of its potential based on expectations, not real-world traction.

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

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CHARLOTTE, N.C., July 15, 2026 (GLOBE NEWSWIRE) -- USA News Group / Palladium spent the first half of 2026 falling out of favor. Prices dropped roughly 47% from their January high, and the metal now trades near $1,274/oz, well off the $2,195.50 peak posted in late January. For most of the market, that has been reason enough to look elsewhere.

The structural picture underneath the price, however, is not improving. Metals Focus expects total PGM mine supply to decline another 2.2% in 2026 to 13.9 million ounces, following production disruptions in South Africa and falling North American output. South African operations have been slow to recover from 2025 flooding, and palladium supply took a further hit when the Stillwater West mine in the United States was placed on care and maintenance. The world is producing less of this metal, not more, and roughly 70% to 80% of what does get produced comes out of Russia and South Africa.

Which is what makes the news out of southeast Greenland this week worth a second look.

Key Takeaways

Greenland Mines Ltd. (Nasdaq: GRML) reported the first S-K 1300-compliant Technical Report Summary ever prepared for Skaergaard, with an updated resource showing a 31% increase in Indicated palladium-equivalent ounces and grade improvements of 36% to 44%.

The upgrade came from the same drill database as the 2022 estimate. No new holes. A corrected block model and a current price deck did the work.

The conversion clears the way for an Initial Assessment, the SEC's equivalent of a PEA, which will evaluate an open-pit scenario at Skaergaard for the first time.

Same Rock, Different Answer

On July 15, 2026, Greenland Mines Ltd. (Nasdaq: GRML) reported that SLR Consulting (Canada) Ltd., the company's independent Qualified Person, completed a Technical Report Summary for the Skaergaard precious and critical metals project in southeast Greenland. The report conforms to the SEC's requirements under Subpart 229.1300 of Regulation S-K, and it is the first S-K 1300-compliant report ever prepared for the property.

Measured against the November 2022 NI 43-101 baseline, Indicated palladium-equivalent contained metal rose 31% from 11.41 Moz to 15.00 Moz PdEq, and Inferred rose 24% from 14.11 Moz to 17.49 Moz. Indicated PdEq grade climbed 36%, from 2.23 g/t to 3.04 g/t; Inferred grade climbed 44%, from 2.14 g/t to 3.07 g/t. The 2026 estimate carries an effective date of July 3, 2026.

The detail that deserves attention is what did not change. The 2026 estimate draws on exactly the same drill database as its predecessor, 93 diamond drill holes and 30 channel samples totaling 42,050 meters of drilling completed between 1989 and 2021. Not one new meter of core went into it.

Three things changed instead. The first is price. The 2022 estimate assumed gold at US$1,800/oz. The 2026 estimate assumes US$3,500/oz, alongside US$1,725/oz palladium and US$2,100/oz platinum, and swaps the old 1.43 g/t PdEq cut-off for a net smelter return cut-off of US$84 per tonne. The company identifies this as the primary driver of the higher reported grades.

The second is geometry, and it is the more interesting of the two. SLR's Qualified Person determined that the flat-panel Deswik methodology used previously was poorly suited to the shallow bowl-shaped geometry of the Skaergaard deposit, causing excess dilution that pushed material below cut-off. In plain terms, the old model was squaring off a curve, and every place the square did not fit the curve, real ounces were getting averaged into waste. SLR reverted to a standard block model with inverse-distance-cubed grade interpolation, the same interpolation used in 2022. The third change updated classification boundaries using a drill-spacing-based NSR approach.

The trade-off is visible in the tonnage. Indicated tonnes fell 3.4% to 153.6 Mt, Inferred fell 13.6% to 177.5 Mt. Fewer tonnes, higher grade, more contained metal. The company describes the result as a leaner but substantially more valuable resource, with a higher NSR value per tonne mined.

"This is a genuine and material step forward for Skaergaard," said Dr. Bo Møller Stensgaard, President of Greenland Mines Ltd. "We have taken the 2022 mineral resource, already substantial, applied current gold and palladium prices and an improved block model methodology that better reflects the true geometry of the deposit, and the result is a resource that is more than 31 percent larger in Indicated PdEq ounces with a grade 36 percent higher."

The Price Deck Is the Quiet Part

There is a wrinkle in the 2026 estimate that the release states plainly and does not dwell on. The resource assumes gold at US$3,500 per ounce. Gold was trading around $4,074 on the morning of the announcement. The deck the resource is built on sits roughly 14% below where the metal actually trades.

That cuts in the company's favor rather than against it. A resource modeled at a conservative price is a resource with less air in it, and the same rock run at spot would report differently again. The caveat is obvious: metal prices move in both directions, and a deck below spot today is not a promise about tomorrow. But as disclosure posture, using US$3,500 gold in a US$4,000 gold market is the opposite of aggressive.

The same restraint shows up in the mining assumption. The 2026 estimate was modelled entirely on underground costs, at US$32.17 per tonne, with processing at US$35 and G&A at US$16.67. Underground is the expensive way to take rock out of the ground. The company notes that as it advances evaluation of a potential open-pit scenario targeting near-surface mineralization on the northern plateau, there is a clear pathway to a more favorable cost structure.

Skaergaard's mineralization sits in seven stratiform horizons within the upper 90 meters of the Middle Zone, each typically two to five meters thick, and some of it sits at or near surface on the northern plateau. The resource, in other words, was costed as though all of it has to be mined the hard way, including the part that may not.

What S-K 1300 Actually Buys

The regulatory conversion is easy to file under housekeeping. It is not. S-K 1300 is the SEC's mining disclosure standard, and converting to it does three things. It establishes Skaergaard's Mineral Resources under the SEC's current standard, giving investors disclosure directly comparable to peer companies reporting under the same rules. It creates a compliant technical foundation from which the company can proceed to an Initial Assessment, the S-K 1300 equivalent of a PEA. And it sets up the IA to evaluate an open-pit scenario for the northern plateau, where mineralization occurs at or near surface.

That third point is the one that matters. As the company puts it, an open-pit first approach would typically offer materially lower capital and operating costs than an underground operation, potentially shortening the timeline to first production.

"The S-K 1300 conversion gives us the regulatory foundation to move directly into an Initial Assessment, which will, for the first time, formally evaluate what an open-pit scenario looks like at Skaergaard alongside underground options," Stensgaard said.

The inputs are being collected now. The 2026 field program includes drilling, bulk sampling, mapping and geotechnical work on the northeastern plateau and toward the west, areas the TRS identifies as having near-surface open-pit potential. A contract with Nordisk Fundering covers roughly 7,500 meters of helicopter-supported diamond core drilling this season.

Skaergaard sits about 400 km west of Iceland with direct sheltered deep-water fjord access and a nearby gravel airstrip, a position the company frames as its North Atlantic Critical Metals Corridor. The deposit also carries elevated titanium, vanadium and gallium in the surrounding iron-oxide sequence, described as potential by-product credits subject to further technical evaluation. Greenland Mines holds an 80% interest in the three Mineral Exploration Licenses covering Skaergaard through its subsidiary Major Precious Greenland A/S, with an option on the remaining 20%.

The Company Skaergaard Keeps

Greenland has become a jurisdiction that Western governments talk about in strategic terms rather than geological ones, and Greenland Mines is not the only company being carried by that current.

Critical Metals Corp. (Nasdaq: CRML) is the closest thing Skaergaard has to a jurisdictional twin. Its flagship Tanbreez project sits in southern Greenland and shares the same year-round deep-water fjord shipping access. The company closed its acquisition of the final 50.5% interest in Tanbreez in April 2026, bringing ownership to 92.5%, and has since launched a 10,000-meter diamond drilling campaign. On July 8, 2026, it retained Clear Street as financial advisor to evaluate value-maximizing pathways centered on accelerating Tanbreez. Shares have surged 757% over the past year. Tanbreez is a rare earth story and Skaergaard is a PGM story, so the two are not substitutes. What they share is a bet that Greenland's geology and its geopolitics are about to be priced together.

Perpetua Resources Corp. (Nasdaq: PPTA) shows where the road leads when Washington takes a critical-metals story seriously. Its Stibnite Gold Project in Idaho pairs a 4.22 Moz gold deposit with 106 million pounds of antimony, a mineral where China controls roughly 80% of global supply. The U.S. Export-Import Bank finalized a $2.9 billion loan for the project in May 2026, and construction is underway with initial production targeted for late 2029. The parallel to Skaergaard is structural rather than geological: both are precious-metals deposits whose strategic by-product changes the conversation.

Ivanhoe Mines Ltd. (TSX: IVN) (OTCQX: IVPAF) is the reality check on scale. Its Platreef mine in South Africa is the rare PGM project actually ramping into production rather than studying its way toward it. Shaft #3 completed on schedule in late March 2026, lifting hoisting capacity roughly fivefold to about 5.0 Mtpa, and ground broke on the Phase 2 concentrator on April 9. Phase 2 is expected to lift output more than fourfold, to over 450,000 ounces of platinum, palladium, rhodium and gold annually from Q4 2027. Ivanhoe is a producer with tier-one assets and a market capitalization to match, which is exactly why it is useful here: it is the yardstick, not the peer.

Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) is the by-product argument in corporate form. The company runs the White Mesa Mill in Utah, the only fully licensed conventional uranium mill operating in the United States, and has widened it into rare earths, vanadium and heavy mineral sands. In June 2026 it secured a conditional $725 million loan commitment from the U.S. Office of Strategic Capital and agreed to acquire German magnet maker Vacuumschmelze for roughly $1.9 billion. Skaergaard's titanium, vanadium and gallium credits remain unevaluated, and Energy Fuels illustrates how a company builds value out of the metals that come up alongside the main event. Note that UUUU shares have declined over 7% year-to-date and trade near the bottom of their 52-week range, a reminder that a strong strategic position and a strong chart are different things.

These four are included for industry context only. None is a proxy for Greenland Mines, and their performance says nothing about how Skaergaard will fare.

The Next Chapter

The case for Skaergaard has never been that it is a small, clever deposit. It is that it is a very large one, sitting in a jurisdiction that has become strategically interesting to the Western alliance at the exact moment palladium supply is contracting.

What this week's report changes is the paperwork, and paperwork is what has been missing. A large resource nobody can compare to anything is a curiosity. A large resource reported under the same SEC standard as every other U.S.-listed developer is an asset that can be underwritten, financed and studied.

"Skaergaard is advancing fast, this release is proof of that," Stensgaard said. "The resource is bigger, the grade is higher, and the next chapter starts now."

What has to happen next is straightforward to state and hard to do. The 2026 field season has to deliver the drilling, metallurgical and geotechnical inputs. The Initial Assessment has to be completed. And the open-pit scenario on the northern plateau has to survive contact with real engineering. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability, and no economic study has been completed on Skaergaard.

For now, the market gets a simpler fact to sit with. The same 42,050 meters of core that were in the ground in 2022 are in the ground today. The rock did not change. The estimate did, and it got 31% bigger.

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FORWARD-LOOKING STATEMENTS

The following forward-looking statements are reproduced from Greenland Mines Ltd.'s news release dated July 15, 2026:

This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are often identified by words such as "believe," "expect," "anticipate," "intend," "plan," "potential," "could," "may," "will," "should," "estimate" and similar expressions. These forward-looking statements include, but are not limited to, statements regarding the expected benefits of the S-K 1300 conversion; the potential of the Skaergaard Project; the anticipated results of the 2026 field program; the timing and scope of an Initial Assessment; the potential to evaluate open-pit and underground mining scenarios; potential by-product credits from vanadium, gallium and titanium; and the Company's North Atlantic Critical Metals Corridor strategy. These statements involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability. Readers should not place undue reliance on forward-looking statements. The Company undertakes no obligation to update any forward-looking statement except as required by applicable law.

CAUTIONARY NOTE REGARDING MINERAL RESOURCES

The 2026 Mineral Resource Estimate referenced in this article was prepared by SLR Consulting (Canada) Ltd., an independent Qualified Person as defined under S-K 1300, in accordance with the U.S. Securities and Exchange Commission's Modernized Property Disclosure Requirements for Mining Registrants under Subpart 229.1300 of Regulation S-K, with an effective date of July 3, 2026, and is disclosed in the Technical Report Summary prepared for the Skaergaard Project. The Technical Report Summary will be filed as an exhibit with the SEC. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability. The 2026 Mineral Resource Estimate is reported on a 100% ownership basis; Greenland Mines Ltd. holds an 80% interest in the Mineral Exploration Licenses comprising the Project through its subsidiary Major Precious Greenland A/S. Mineral Resources are estimated using long-term prices of US$3,500/oz gold, US$1,725/oz palladium and US$2,100/oz platinum, and assume metallurgical recoveries of 86% palladium, 89% gold and 80% platinum; these are assumptions and not forecasts, and actual metal prices and recoveries may differ materially. Comparisons to the November 2022 NI 43-101 mineral resource estimate are provided for reference only; the two estimates were prepared under different reporting standards using different price assumptions, cut-off criteria and modelling methodologies, and are not directly comparable. No preliminary economic assessment, pre-feasibility study, or feasibility study has been completed on the Skaergaard Project. Statements regarding a potential open-pit mining scenario are conceptual, have not been the subject of any completed economic study, and there is no certainty that any such scenario will prove economically viable. There is no certainty that the Mineral Resources disclosed will be converted to Mineral Reserves or that an economically viable mining operation can be established. Potential by-product credits from titanium, vanadium and gallium are subject to further technical evaluation and no economic value should be ascribed to them at this time.

DISCLAIMER:

Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed for Market Equities Limited, a company incorporated under the laws of Ireland ("MEL"), which wholly owns and operates USA News Group. MEL has been paid a fee for Greenland Mines Ltd. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Greenland Mines Ltd., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. MEL and/or its owner/operators also own shares of Greenland Mines Ltd. which were purchased in the open market and reserve the right to buy and sell shares of Greenland Mines Ltd. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MEL has been reviewed and approved on behalf of Greenland Mines Ltd. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.

, /PRNewswire/ -- Glancy Prongay Wolke & Rotter LLP announces that investors with losses have opportunity to lead the securities fraud class action lawsuit against Futu Holdings Limited ("Futu" or the "Company") (NASDAQ:FUTU).

IF YOU SUFFERED A LOSS ON YOUR FUTU INVESTMENTS, CLICK HERE BEFORE AUGUST 25, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE SECURITIES FRAUD LAWSUIT

What Is The Lawsuit About? 
The complaint filed alleges that, between May 24, 2023 and May 27, 2026, Defendants failed to disclose to investors that: (1) Futu was not in compliance with the requirements of the CSRC, including because the Company continued to conduct securities business, public fund sales business and futures business in mainland China without obtaining the requisite licenses or approval; (2) as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; (3) as a result of the foregoing, Futu's financial results were overstated; and (4) as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. 

Contact Us To Participate or Learn More: 
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
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Los Angeles California 90067
Email:  [email protected] 
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If you inquire by email, please include your mailing address, telephone number and number of shares purchased.  

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

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

Contact Us: 
Glancy Prongay Wolke & Rotter LLP,  
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SOURCE Glancy Prongay Wolke & Rotter LLP

NANO Nuclear Energy's microreactor prospects and low valuation support upside, but execution and regulatory risks loom.

Wall Street expects a year-over-year increase in earnings on higher revenues when Waste Connections (WCN - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 22. On the other hand, if they miss, the stock may move lower.

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

Zacks Consensus EstimateThis solid waste services provider is expected to post quarterly earnings of $1.35 per share in its upcoming report, which represents a year-over-year change of +4.7%.

Revenues are expected to be $2.54 billion, up 5.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.21% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

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

Price, Consensus and EPS Surprise

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

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

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

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

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

How Have the Numbers Shaped Up for Waste Connections?For Waste Connections, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.88%.

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

So, this combination makes it difficult to conclusively predict that Waste Connections will beat the consensus EPS estimate.

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

For the last reported quarter, it was expected that Waste Connections would post earnings of $1.19 per share when it actually produced earnings of $1.23, delivering a surprise of +3.36%.

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

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

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

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

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

Key Takeaways SPCX reached about 10.3M Starlink subscribers with service available in 164 countries and markets.SpaceX continues investing in technology and network expansion to strengthen its broadband services.SPCX is expanding satellite-to-mobile services through operator partnerships covering about 1.7B people. Space Exploration Technologies (SPCX - Free Report) is benefiting from the rapid expansion of its Starlink broadband business. Solid subscriber addition, expanding global coverage and continuous improvement in networking capacity are major driving factors. As of March 31, 2026, the company boasts a subscriber base of around 10.3 million. With approximately 9,600 satellites in orbit, Starlink service is available in 164 countries and markets. Segment adjusted EBITDA reached $7.2 billion in 2025 and $2.1 billion in the first quarter of 2026, showing that satellite broadband has moved beyond the concept stage.

SpaceX's key differentiation lies in its launch leadership, which enables faster Starlink network expansion. SpaceX has completed around 650 orbital launches, including 620 Falcon 9 missions. The mission success rate exceeds 99%. Its reusable launch systems and capability to conduct frequent launches in a short period have significantly lowered satellite deployment costs.

The company places a strong focus on technology upgrades to improve customer experience. Its satellite constellation operates in low earth orbit, allowing significantly lower latency compared to legacy satellite systems. Its architecture can deliver residential download speeds of approximately 225 Mbps during peak hours. Moreover, the company’s ability to launch upgraded satellites frequently ensures continuous network advancements.

Through its Starlink business, the company is working to open up a new growth avenue. It has developed one of the largest satellite-to-mobile constellations, and its services include messaging, voice and data. The company is collaborating with leading mobile network operators across six continents, covering approximately 1.7 billion people.

How Are Competitors Faring?In the satellite communication space, SpaceX faces competition from Viasat, Inc. (VSAT - Free Report) and AST SpaceMobile (ASTS - Free Report) . AST SpaceMobile is developing a direct-to-device satellite network. Its commercial deployment remains at an earlier stage. The company recently announced the successful orbital launch of BlueBirds 8, 9 and 10 aboard a Falcon 9 rocket. The satellites feature approximately 2,400-square-foot communications arrays and are designed to provide direct broadband connectivity to standard smartphones. AST SpaceMobile also announced that BlueBirds 11, 12 and 13 are targeted for launch during the first half of August aboard a Falcon 9 rocket from Cape Canaveral. With a growing ecosystem that includes 60 global mobile network operator partners covering over 3 billion subscribers, ASTS is gaining ground on the expanding direct-to-device space.

Viasat has completed the next-generation global ViaSat-3 constellation with the successful launch of ViaSat-3 Flight 3 on April 29, 2026, targeted to the Asia-Pacific region. Management said radiator and solar array deployments were completed and orbit raising is underway, with service entry expected in August or September 2026. ViaSat-3 Flight 2 also completed all deployments, including the reflectors and boom, with service entry pending FCC authorization. The ViaSat-3 class is designed to deliver more than 1 Tbps of throughput capacity and to use advanced beamforming and flexible bandwidth allocation so capacity can be directed to the highest-demand commercial, enterprise and defense markets.

SPCX’s Price Performance, Valuation and EstimatesOver the past month, shares of SpaceX have declined 32.6% against the industry’s growth of 114.4%.

Image Source: Zacks Investment Research

From a valuation standpoint, SPCX trades at a forward price-to-sales ratio of 30.51, well above the industry.

Image Source: Zacks Investment Research

Earnings estimates for 2026 and 2027 have increased over the past 30 days. Earnings estimates for 2026 have improved from a loss of 91 cents to a loss of 67 cents, while for 2027, they have improved from a loss of 23 cents to an income of 63 cents per share.

Image Source: Zacks Investment Research

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

Frontier Airlines announced Tuesday that it plans to introduce high-speed inflight internet powered by SpaceX's Starlink beginning in early 2027, marking a major upgrade for the ultra-low-cost carrier as it continues investing in new amenities aimed at attracting travelers.

The Denver-based airline said its first Starlink-equipped Airbus aircraft is expected to enter service early next year. Frontier said it will become the first U.S. airline to offer passengers access to Starlink's satellite internet through a new system managed directly by Starlink.

Engineered by Elon Musk's SpaceX, Starlink uses a constellation of low-Earth orbit satellites to deliver high-speed, low-latency internet capable of supporting activities such as video streaming, online gaming, web browsing and remote work during flights.

Frontier's first Starlink-equipped Airbus aircraft is expected to enter service early next year. (Kevin Carter/Getty Images)

UNITED'S NEW SEATING OPTION DITCHES THE MIDDLE SEAT

The rollout is part of a broader deployment across airlines backed by private equity firm Indigo Partners, which also includes Wizz Air, Volaris, JetSmart and Cebu Pacific. Together, the carriers expect to install Starlink across more than 1,000 aircraft, one of the largest commitments to next-generation inflight connectivity announced to date.

"Starlink will provide our portfolio airlines with reliable, high-speed connectivity, further enhancing the customer experience of flying on Wizz, Frontier, Volaris, JetSMART and Cebu," Indigo Partners Managing Partner Bill Franke said in a statement.

Ticker Security Last Change Change % ULCC FRONTIER GROUP HOLDINGS INC 6.50 +0.10 +1.64% SPCX SPACE EXPLORATION TECHNOLOGIES CORP. 133.58 -2.50 -1.84% Beyond passenger connectivity, Frontier said the system will provide gate-to-gate internet access for pilots, flight attendants, maintenance crews and ground personnel, helping improve operational efficiency and customer service.

Starlink is engineered by Elon Musk's SpaceX. (East2West News)

Frontier CEO Jimmy Dempsey said the investment reflects the airline's efforts to enhance the travel experience while maintaining its low-fare business model.

"We're continuing to invest in the products and services that matter most to our customers," Dempsey said. "Starlink transforms the onboard experience, giving customers the flexibility to work, stream, browse, and stay connected throughout their journey."

The announcement comes as Frontier expands its offerings beyond its traditional ultra-low-cost model. The airline has previously announced plans to introduce first-class seating and enhance its loyalty program as it competes for higher-value travelers.

The announcement comes as Frontier expands its offerings beyond its traditional ultra-low-cost model. (Ken Cedeno/Reuters)

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Financial terms of the Starlink agreement were not disclosed.

FOX Business reached out to Frontier Airlines and SpaceX for additional comment. 

SpaceX stock is just about back to where it started when the company completed its record-setting IPO last month.

AAPL's 20% three-month rally rides on iPhone 17 demand, record Services revenues and AI, but valuation and rising memory costs cloud further upside.