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2026-08-30 20:06 10d ago
2026-08-26 03:55 15d ago
Bank of Nova Scotia kupuje podíl v Casey’s, dividenda roste
CASY Caseys General Stores
FMP Stock News 72
Original source text
Bank of Nova Scotia bought a new position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The firm bought 3,880 shares of the company’s stock, valued at approximately $3,084,000.

Other large investors have also recently modified their holdings of the company. Whipplewood Advisors LLC purchased a new stake in Casey’s General Stores in the first quarter worth $33,000. Bell Investment Advisors Inc purchased a new position in shares of Casey’s General Stores in the 2nd quarter worth about $33,000. Larson Financial Group LLC boosted its stake in Casey’s General Stores by 252.4% in the 4th quarter. Larson Financial Group LLC now owns 74 shares of the company’s stock worth $41,000 after purchasing an additional 53 shares in the last quarter. RMG Wealth Management LLC grew its position in Casey’s General Stores by 250.0% during the 1st quarter. RMG Wealth Management LLC now owns 56 shares of the company’s stock valued at $41,000 after purchasing an additional 40 shares during the last quarter. Finally, Elyxium Wealth LLC purchased a new stake in Casey’s General Stores during the 4th quarter valued at about $43,000. Institutional investors own 85.63% of the company’s stock.

Wall Street Analysts Forecast Growth A number of equities analysts recently weighed in on the stock. BMO Capital Markets upgraded shares of Casey’s General Stores from a “market perform” rating to an “outperform” rating and set a $950.00 price objective for the company in a report on Monday, June 29th. KeyCorp increased their target price on Casey’s General Stores from $950.00 to $970.00 and gave the company an “overweight” rating in a research note on Thursday, June 11th. Northcoast Research raised Casey’s General Stores from a “neutral” rating to a “buy” rating and set a $950.00 target price for the company in a report on Monday, July 13th. Morgan Stanley upgraded Casey’s General Stores to a “buy” rating in a research note on Wednesday, June 10th. Finally, BNP Paribas Exane lowered their price target on Casey’s General Stores from $1,032.00 to $995.00 and set an “outperform” rating on the stock in a report on Thursday, June 25th. Fourteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $944.20.

Read Our Latest Research Report on Casey’s General Stores Insider Buying and Selling at Casey’s General Stores In other Casey’s General Stores news, CFO Stephen P. Bramlage, Jr. sold 5,700 shares of Casey’s General Stores stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $838.16, for a total value of $4,777,512.00. Following the sale, the chief financial officer owned 29,677 shares of the company’s stock, valued at $24,874,074.32. The trade was a 16.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Allison M. Wing sold 530 shares of Casey’s General Stores stock in a transaction on Wednesday, July 8th. The stock was sold at an average price of $837.58, for a total transaction of $443,917.40. Following the completion of the transaction, the director directly owned 3,042 shares of the company’s stock, valued at $2,547,918.36. The trade was a 14.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 30,243 shares of company stock worth $24,421,877. Insiders own 0.67% of the company’s stock.

Casey’s General Stores Stock Down 3.4% Shares of CASY stock opened at $824.92 on Wednesday. The company has a current ratio of 1.01, a quick ratio of 0.60 and a debt-to-equity ratio of 0.59. Casey’s General Stores, Inc. has a 12 month low of $490.00 and a 12 month high of $927.85. The stock has a market cap of $30.53 billion, a P/E ratio of 43.05, a P/E/G ratio of 2.92 and a beta of 0.61. The company has a 50 day simple moving average of $836.11 and a two-hundred day simple moving average of $779.69.

Casey’s General Stores (NASDAQ:CASY – Get Free Report) last issued its quarterly earnings data on Tuesday, June 9th. The company reported $4.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.31 by $1.06. Casey’s General Stores had a net margin of 4.07% and a return on equity of 18.73%. The firm had revenue of $4.57 billion during the quarter, compared to the consensus estimate of $4.33 billion. During the same quarter in the previous year, the firm posted $2.63 EPS. The company’s revenue for the quarter was up 14.5% compared to the same quarter last year. On average, research analysts expect that Casey’s General Stores, Inc. will post 21.11 earnings per share for the current year.

Casey’s General Stores Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, August 14th. Shareholders of record on Saturday, August 1st were paid a $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.3%. The ex-dividend date was Friday, July 31st. This is a positive change from Casey’s General Stores’s previous quarterly dividend of $0.57. Casey’s General Stores’s dividend payout ratio is currently 13.57%.

Casey’s General Stores Company Profile (Free Report)

Casey’s General Stores, Inc (NASDAQ: CASY) is a U.S.-based convenience store chain that operates retail fuel stations and food-focused convenience outlets. Founded in 1959 in Boone, Iowa, the company has grown from a single neighborhood store into a regional operator known for combining traditional convenience retailing—fuel, packaged goods and tobacco—with a larger emphasis on fresh and prepared foods.

The company’s stores typically offer gasoline and diesel alongside a range of grocery essentials, grab-and-go items and made-to-order foodservice.

Recommended Stories Five stocks we like better than Casey’s General Stores Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize Want to see what other hedge funds are holding CASY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report).

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2026-08-30 20:06 10d ago
2026-08-26 11:11 15d ago
Casey’s zvýšila tržby ve srovnatelných prodejnách o 5,5 %
CASY Caseys General Stores
FMP Stock News 78
Original source text
Key Takeaways Casey's posted 5.5% inside same-store sales growth, with inside margin reaching 42.4%.Prepared food and beverages drove momentum, with 6.6% same-store sales growth and a 59.5% margin.Casey's expects inside sales to rise 2-5% in fiscal 2027 while targeting at least 120 new stores. Casey’s General Stores, Inc. (CASY - Free Report) continues to benefit from solid momentum across its food and grocery categories, supporting the performance of its inside business. In the fourth quarter of fiscal 2026, inside same-store sales increased 5.5%, while inside margin reached 42.4%. The performance reflects continued strength across prepared food, dispensed beverages, grocery and general merchandise, highlighting the company’s differentiated in-store offering.

A key contributor to this momentum is the prepared food and dispensed beverage category. Same-store sales increased 6.6% in the quarter, with whole pizzas, appetizers and sides supporting performance. The category generated a 59.5% margin. Casey’s has continued to broaden its food platform through Thin Crust Pizza, limited-time pizza offerings, an expanded specialty pizza menu, a revamped hot sandwich lineup and new beverage platforms.

The expansion of chicken wings provides another avenue to strengthen the prepared food platform. Casey’s expanded its sauced wings program to nearly 850 stores by the end of fiscal 2026 and plans to extend the offering across the remainder of its store base over the next two fiscal years. Management views wings as an incremental food occasion, with customers who place standalone wings orders increasing their prepared food purchase frequency by 30%.

Grocery and general merchandise are supporting the inside business through favorable category mix. Fourth-quarter same-store sales increased 5.1%, while margin reached 35.7%. Energy drinks remained a strong area within nonalcoholic beverages, while the shift toward nicotine alternatives and Casey’s broader liquor assortment are expected to provide structural margin benefits.

Casey’s expects inside same-store sales to increase 2-5% in fiscal 2027, with inside margin above 42%. Management also expects EBITDA to increase 8-10% and plans to open at least 120 stores through a mix of acquisitions and new construction. Continued development of the prepared food platform and favorable grocery category mix should provide additional support for the company’s inside-store growth strategy.

Casey's Price Performance, Valuation & EstimatesShares of the company have surged 65.5% over the past year compared with the industry’s 65.9% growth.

Image Source: Zacks Investment Research

From a valuation standpoint, CASY is trading at a forward 12-month price-to-sales ratio of 1.49X, up from the industry average of 1.12X. It has a Value Score of B.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Casey's fiscal 2027 earnings implies year-over-year growth of 10.2%, whereas the same for fiscal 2028 indicates an uptick of 11%. Estimates for fiscal 2027 and 2028 have been revised downward by 3 cents and 6 cents, respectively, in the past seven days.

Image Source: Zacks Investment Research

Casey's currently has a Zacks Rank #3 (Hold).

Key PicksWe have highlighted three better-ranked stocks in the retail space, namely Target Corporation (TGT - Free Report) , Macy's, Inc. (M - Free Report) and Dollar General Corporation (DG - Free Report) .

Target Corporation offers guests fashionable, differentiated merchandise and everyday essentials at discounted prices. It currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Target’s current fiscal-year earnings and sales suggests growth of 37.7% and 4.6%, respectively, from the year-ago actuals. TGT delivered a trailing four-quarter average earnings surprise of 10.5%.

Macy's sells a wide range of merchandise, including men’s, women’s and children’s apparel and accessories, cosmetics, home furnishings and other consumer goods. The company carries a Zacks Rank #2 (Buy) at present.

The Zacks Consensus Estimate for Macy's current fiscal-year earnings and sales suggests decline of 4.3% and growth of 0.1%, respectively, from the year-ago actuals. Macy's delivered a trailing four-quarter average earnings surprise of 211%.

Dollar General is one of the largest discount retailers in the United States. The company carries a Zacks Rank #2 at present.

The Zacks Consensus Estimate for Dollar General’s current fiscal-year earnings and sales indicates growth of 7.6% and 3.9%, respectively, from the year-ago actuals. DG delivered a trailing four-quarter average earnings surprise of 21%.
2026-08-30 20:06 10d ago
2026-08-26 03:54 15d ago
Bank of New York Mellon koupila podíl v SCI
SCI Service Corporation International
FMP Stock News 72
Original source text
Bank of New York Mellon Corp bought a new stake in Service Corporation International (NYSE:SCI – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 1,065,888 shares of the company’s stock, valued at approximately $80,965,000. Bank of New York Mellon Corp owned 0.78% of Service Corporation International as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of SCI. Brighton Jones LLC acquired a new stake in shares of Service Corporation International in the fourth quarter worth $435,000. Royal Bank of Canada lifted its holdings in shares of Service Corporation International by 38.8% during the 1st quarter. Royal Bank of Canada now owns 121,883 shares of the company’s stock valued at $9,775,000 after acquiring an additional 34,051 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in Service Corporation International by 48.7% during the 1st quarter. Goldman Sachs Group Inc. now owns 417,387 shares of the company’s stock worth $33,474,000 after purchasing an additional 136,770 shares during the period. Focus Partners Wealth boosted its position in Service Corporation International by 3.1% during the 1st quarter. Focus Partners Wealth now owns 10,571 shares of the company’s stock worth $848,000 after purchasing an additional 321 shares during the period. Finally, Baird Financial Group Inc. increased its holdings in Service Corporation International by 32.6% in the 2nd quarter. Baird Financial Group Inc. now owns 9,753 shares of the company’s stock valued at $794,000 after purchasing an additional 2,398 shares in the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Service Corporation International Price Performance Shares of SCI opened at $84.46 on Wednesday. Service Corporation International has a 52 week low of $68.41 and a 52 week high of $90.99. The company has a current ratio of 0.53, a quick ratio of 0.49 and a debt-to-equity ratio of 3.32. The firm has a market cap of $11.51 billion, a price-to-earnings ratio of 22.05, a PEG ratio of 1.87 and a beta of 0.81. The stock has a 50 day moving average of $80.10 and a 200-day moving average of $79.87.

Service Corporation International (NYSE:SCI – Get Free Report) last issued its earnings results on Wednesday, July 29th. The company reported $0.90 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.01. The company had revenue of $1.10 billion for the quarter, compared to analysts’ expectations of $1.08 billion. Service Corporation International had a net margin of 12.30% and a return on equity of 34.38%. The firm’s revenue was up 3.6% compared to the same quarter last year. During the same period in the prior year, the company earned $0.88 earnings per share. Service Corporation International has set its FY 2026 guidance at 4.100-4.300 EPS. As a group, analysts forecast that Service Corporation International will post 4.18 EPS for the current year. Service Corporation International Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be given a dividend of $0.36 per share. This represents a $1.44 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Tuesday, September 15th. Service Corporation International’s payout ratio is 37.60%.

Analyst Upgrades and Downgrades Several equities research analysts recently commented on SCI shares. JPMorgan Chase & Co. dropped their target price on Service Corporation International from $110.00 to $100.00 and set an “overweight” rating on the stock in a report on Friday, May 1st. UBS Group upped their price target on Service Corporation International from $93.00 to $105.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Wall Street Zen raised shares of Service Corporation International from a “sell” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Weiss Ratings cut shares of Service Corporation International from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 3rd. Three investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $100.67.

Get Our Latest Stock Analysis on SCI

Insider Transactions at Service Corporation International In other news, CEO Thomas L. Ryan sold 253,391 shares of the company’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $85.25, for a total value of $21,601,582.75. Following the completion of the sale, the chief executive officer directly owned 1,006,212 shares of the company’s stock, valued at approximately $85,779,573. This represents a 20.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 3.40% of the company’s stock.

(Free Report)

Service Corporation International (NYSE: SCI) is a leading provider of funeral, cremation and cemetery services in North America. Through its network of funeral homes, cemeteries, memorial parks and crematoria, the company offers a broad array of end-of-life services, including traditional funeral ceremonies, memorialization, burial and cremation. In addition to core services, SCI provides grief counseling, pre-need planning and merchandise such as caskets, vaults, urns and memorialization products.

Headquartered in Houston, Texas, Service Corporation International operates more than 1,900 funeral homes, over 450 cemeteries and 40 combination facilities across the United States and Canada.

Read More Five stocks we like better than Service Corporation International Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize Want to see what other hedge funds are holding SCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Service Corporation International (NYSE:SCI – Free Report).

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2026-08-30 19:41 10d ago
2026-08-28 04:12 13d ago
BlackRock nakoupil 6,64 milionu akcií AMN Healthcare
AMN AMN Healthcare Services
FMP Stock News 72
Original source text
BlackRock Inc. acquired a new position in shares of AMN Healthcare Services Inc (NYSE:AMN – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,643,401 shares of the company’s stock, valued at approximately $215,047,000. BlackRock Inc. owned 17.13% of AMN Healthcare Services as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of AMN. Summit Securities Group LLC acquired a new stake in shares of AMN Healthcare Services in the 4th quarter valued at approximately $32,000. Versant Capital Management Inc increased its position in AMN Healthcare Services by 41.8% during the 2nd quarter. Versant Capital Management Inc now owns 1,170 shares of the company’s stock worth $38,000 after purchasing an additional 345 shares in the last quarter. Johnson Financial Group Inc. bought a new position in AMN Healthcare Services in the 3rd quarter valued at approximately $63,000. Tower Research Capital LLC TRC lifted its stake in AMN Healthcare Services by 49.2% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,093 shares of the company’s stock valued at $64,000 after purchasing an additional 1,020 shares during the last quarter. Finally, Strs Ohio acquired a new stake in AMN Healthcare Services in the first quarter valued at approximately $95,000. 99.23% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets A number of research firms have weighed in on AMN. Weiss Ratings raised shares of AMN Healthcare Services from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Tuesday, August 11th. Wall Street Zen cut AMN Healthcare Services from a “buy” rating to a “hold” rating in a research note on Tuesday. BMO Capital Markets raised their price objective on AMN Healthcare Services from $25.00 to $26.00 and gave the company an “outperform” rating in a report on Monday, May 11th. Truist Financial boosted their price objective on AMN Healthcare Services from $26.00 to $40.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Finally, Citigroup reaffirmed an “outperform” rating on shares of AMN Healthcare Services in a report on Friday, August 14th. Four investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $31.43.

Check Out Our Latest Analysis on AMN AMN Healthcare Services Price Performance AMN stock opened at $35.07 on Friday. The company has a market capitalization of $1.36 billion, a P/E ratio of 13.09, a PEG ratio of 1.26 and a beta of 0.40. The company has a fifty day moving average price of $33.53 and a 200-day moving average price of $26.51. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.13 and a current ratio of 1.13. AMN Healthcare Services Inc has a 52-week low of $14.97 and a 52-week high of $37.22.

AMN Healthcare Services (NYSE:AMN – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.77 EPS for the quarter, beating the consensus estimate of $0.19 by $0.58. AMN Healthcare Services had a return on equity of 19.92% and a net margin of 3.06%.The business had revenue of $673.24 million for the quarter, compared to analysts’ expectations of $628.39 million. During the same period in the prior year, the business posted $0.30 earnings per share. The firm’s revenue was up 2.3% on a year-over-year basis. As a group, equities analysts expect that AMN Healthcare Services Inc will post 3.1 EPS for the current year.

Insider Buying and Selling at AMN Healthcare Services In related news, Director Mark G. Foletta sold 3,681 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $31.07, for a total transaction of $114,368.67. Following the transaction, the director directly owned 17,917 shares of the company’s stock, valued at approximately $556,681.19. This represents a 17.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 1.07% of the company’s stock.

AMN Healthcare Services Company Profile (Free Report)

AMN Healthcare Services, Inc (NYSE: AMN) is a leading provider of healthcare workforce solutions in the United States. The company specializes in staffing and recruitment services for a broad range of clinical and allied health professionals, including travel nurses, permanent placement of nursing staff, locum tenens physicians, and allied health personnel. In addition to direct staffing, AMN Healthcare offers comprehensive workforce management solutions such as vendor management systems (VMS), recruitment process outsourcing (RPO), and compliance and credentialing services through its technology platforms.

Founded in 1985 as American Mobile Nurses, the company rebranded to AMN Healthcare in 2010 to reflect its expanding portfolio of services.

Featured Stories Five stocks we like better than AMN Healthcare Services Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape SEC Probe Puts Wall Street Leverage Risk Back in Focus A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole Five Below’s Turnaround Is Working—But Has the Stock Run Too Far?

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2026-08-30 19:41 10d ago
2026-08-28 11:46 13d ago
Element Solutions a Solstice ruší plánované spojení bez odstupného
ESI Element Solutions
FMP Stock News 78
Original source text
Key Takeaways ESI and Solstice mutually terminated their merger, with neither company owing a payment.Shareholder feedback led both boards to conclude the companies are better served as standalone businesses.ESI will focus on operational excellence, prudent capital allocation, new products and portfolio growth. Element Solutions Inc. (ESI - Free Report) and Solstice Advanced Materials Inc. have mutually agreed to terminate their previously announced merger agreement. The decision follows constructive feedback from Element Solutions’ shareholders, with both companies’ boards concluding that the businesses would better serve their respective shareholders as standalone companies at this time. Neither company will be responsible for any payment under the terms of the agreement due to the mutually agreed termination.

Although Element Solutions viewed the proposed transaction as strategically and financially compelling, management said shareholders continue to value the company’s strong management team, unique culture and diversified business portfolio in its current form.

The termination will allow ESI to remain focused on its growth strategy. Going forward, the company plans to focus on operational excellence, prudent capital allocation and developing a strong entrepreneurial team.

The company’s healthy balance sheet and new product launches are its key opportunities ahead. With the merger terminated without financial penalties, Element Solutions retains flexibility to allocate capital to shareholder-focused initiatives. The decision enables the company to emphasize strengthening its existing portfolio and nurture growth momentum.

ESI shares have gained 46.1% on a year-to-date basis against the industry’s 11.9% decline.

Image Source: Zacks Investment Research

ESI’s Zacks Rank & Key PicksESI currently carries a Zacks Rank #3 (Hold). 

Some better-ranked stocks in the Basic Materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avient Corporation (AVNT - Free Report) .

While NOPMF currently sports a Zacks Rank #1 (Strong Buy), CRS and AVNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for NOPMF’s 2026 earnings is pinned at $1.4 per share, indicating a 185.71% year-over-year increase. NOPMF’sshares have gained 95.5% over the past year.

The Zacks Consensus Estimate for CRS’ fiscal 2027 earnings is pegged at $12.92 per share, indicating a rise of 20.07% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.39%.

The Zacks Consensus Estimate for AVNT’s current-year earnings is pinned at $3.2 per share, indicating a 13.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 3.4%. AVNT’sshares have gained 18.4% over the past year.
2026-08-30 19:40 10d ago
2026-08-28 14:36 13d ago
Lamar zvýšil výhled FFO díky růstu digitálních tržeb
LAMR Lamar Advertising Company
FMP Stock News 78
Original source text
Key Takeaways LAMR benefits from resilient local sales, which grew for the 21st consecutive quarter in Q2 2026.LAMR raised 2026 AFFO guidance to $8.75-$8.90 as digital and programmatic revenues expanded.Lamar is pursuing digital conversions and acquisitions while supporting a dividend policy. Lamar Advertising Company (LAMR - Free Report) is one of the largest owners and operators of outdoor advertising structures in the United States. The company delivers advertising solutions to industries, including restaurants, retail, automotive, real estate, healthcare and gaming.

Analysts seem bullish on this Zacks Rank #2 (Buy) stock. The estimate revision trend for 2026 adjusted funds from operations (AFFO) per share indicates a favorable outlook, with estimates moving north over the past month.

Over the past six months, shares of Lamar have increased 8%, outperforming the industry’s 2.1% growth. Given its solid fundamentals and positive estimate revisions, the stock is likely to maintain its momentum in the quarters ahead.

Image Source: Zacks Investment Research

What Makes Lamar a Solid Choice?Diversification & Resilient Local Engine: Lamar benefits from a broad national footprint, a meaningful logo-sign business and a diversified advertiser base across multiple categories. In the second quarter of 2026, local and regional sales represented about 77% of billboard revenues and grew for the 21st consecutive quarter, while national and programmatic revenues increased nearly 16%. This diversified mix helps reduce reliance on any single demand source.

Lamar raised its 2026 AFFO per share guidance to $8.75-$8.90, providing support for continued cash-flow growth if current booking trends persist.

Digital Scale & Programmatic Monetization: Lamar’s continued expansion of its digital platform is supporting revenue growth and broadening advertiser demand. The company ended the second quarter of 2026 with 5,730 digital units, up 177 from year-end 2025. Digital billboard revenues increased 15.4% year over year and represented about one-third of billboard revenues, while same-board digital revenues rose 6.5%.

Programmatic revenues increased more than 50% during the second quarter and accounted for roughly 10% of digital billboard revenues. Lamar continues to deploy capital toward its digital footprint because same-board growth is outpacing the static base. Over time, further digital conversions and increased programmatic buying could improve the revenue-generating potential of Lamar’s existing billboard assets.

Structural Tailwinds, Defensible Leadership and Barriers: Out-of-home remains a cost-effective medium supported by digital adoption and advertiser demand for measurable exposure. Management said some advertising spend is shifting from local radio, print and network-affiliate television, while advertisers are also seeking alternatives to parts of digital media. Lamar’s scale and regulatory barriers support pricing because permitting and zoning constraints limit new supply.

Disciplined Growth Investments: Lamar continues to pursue growth through digital conversions, bolt-on acquisitions and purchases of easements beneath key billboard locations. Through June 30, 2026, the company had spent more than $100 million on nearly 30 billboard acquisitions as well as easement purchases, and management expects full-year cash spending on acquisitions and easements to exceed $200 million.

In August 2026, Lamar acquired the assets of AdSource Outdoor Advertising through what the company describes as the billboard industry’s second-ever UPREIT transaction. The acquisition added more than 230 billboard faces across Louisiana, including 30 digital displays, to Lamar’s portfolio.

At the end of the second quarter, liquidity was $720 million and investment capacity was well above $1 billion, giving Lamar room to pursue acquisitions. Full-year capital expenditure remains projected at about $186 million, including $65 million of maintenance CapEx.

Solid Dividend Payout: Lamar maintains shareholder-friendly dividend policy tied to taxable income and its REIT distribution requirements. The company paid $1.60 per share in each of the first two quarters of 2026. Following the second-quarter performance, management said it would recommend increasing the third-quarter dividend to $1.65 per share, subject to board approval.

Management also indicated that it would likely seek approval for a special dividend at year-end if current performance and expectations hold. This would be consistent with Lamar's stated policy of distributing 100% of its taxable income annually.

Other Stocks to ConsiderSome other top-ranked stocks from the broader REIT sector are American Tower (AMT - Free Report) and Host Hotels & Resorts (HST - Free Report) , each carrying a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for AMT’s 2026 FFO per share is pinned at $11.07. This indicates year-over-year growth of 2.88%.

The Zacks Consensus Estimate for HST’s 2026 FFO per share is pegged at $2.17. This calls for a year-over-year increase of 4.83%.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
2026-08-30 19:40 10d ago
2026-08-26 09:03 15d ago
Victory Capital kupuje First Eagle za 7 miliard USD
VCTR Victory Capital Holdings
FMP Stock News 92
Original source text
Victory Capital NASDAQ: VCTR said it has entered into a definitive agreement to acquire First Eagle Investments in a transaction valued at approximately $7 billion, a deal the company expects will expand its assets, investment capabilities and distribution reach.

Upon closing, Victory Capital expects to have approximately $571 billion in total client assets and about $3.2 billion in combined annual revenue. The company said the acquisition is expected to close by the end of the first quarter of 2027, subject to regulatory approvals, client consents and other requirements.

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“This is a transformational acquisition for us,” Chairman and Chief Executive Officer David Brown said during a webcast announcing the agreement. Brown said the deal represents the next stage of an acquisition strategy Victory Capital has pursued for more than a decade.

First Eagle Adds $222 Billion in Assets First Eagle manages approximately $222 billion in assets under management and is expected to generate roughly $1.5 billion in revenue during 2026, according to Victory Capital. The acquired company has recorded positive net flows for each of the past three years and so far in 2026, Brown said.

Victory Capital highlighted First Eagle’s global value multi-asset platform, which manages approximately $135 billion and is organized around downside mitigation across asset classes. The acquisition also would add municipal bond, U.S. small-cap equity, value equity and fixed-income capabilities.

The transaction would further establish Victory Capital in alternatives through First Eagle’s Napier Park business. Napier Park’s collateralized loan obligation business manages approximately $27 billion and operates in the U.S. and Europe, while its alternative-credit operations are diversified across underlying asset classes, investment vehicles and structures.

Brown said First Eagle’s investment teams will retain their brands, investment autonomy and investment processes following the transaction. He said the approach is intended to make the transition seamless for clients.

First Eagle, founded in 1864 and headquartered in New York since 1937, employs 195 investment professionals, according to the presentation. Victory Capital said 92% of First Eagle’s rated mutual fund and ETF assets were in strategies carrying overall Morningstar ratings of four or five stars as of July 31, 2026.

Broader Distribution and More Diversified Platform The company said the transaction would broaden its presence across U.S. intermediary, U.S. institutional and international distribution channels. First Eagle’s products are used by approximately 103,000 U.S. financial advisers and roughly 3 million end investors, Brown said. The firm also reaches 83% of Barron’s Top 1,500 financial advisers and serves about 740 institutional clients globally.

Both companies already work with French asset manager Amundi in international markets. Brown said Victory Capital intends to build on its existing strategic distribution relationship with Amundi using a broader set of investment products after closing.

On a pro forma basis, no single asset class would account for more than 27% of the combined company’s business, according to Victory Capital. Brown said that diversification should make the company “stronger” and “more durable” across varying market environments and cycles.

Synergies, Financing and Leverage President, Chief Financial Officer and Chief Administrative Officer Michael Policarpo said Victory Capital expects approximately $280 million in annual net expense synergies on a full run-rate basis. The company expects to fully realize those savings within two years of closing, with a substantial portion achieved in the first year.

The projected synergies represent about 27% of First Eagle’s estimated 2027 expense base, Policarpo said. He added that Victory Capital has not incorporated revenue synergies into its earnings accretion forecast.

Victory Capital expects the acquisition to be approximately 35% accretive to its estimated 2027 adjusted earnings per share, including the anticipated full run-rate expense synergies. Policarpo said the company expects the transaction to close late enough in the first quarter of 2027 that the 2027 accretion measure is the relevant comparison period.

Approximately $2 billion of consideration will be paid through newly issued Victory Capital equity. Victory Capital will assume about $575 million of First Eagle senior secured notes carrying a 7.25% coupon. The remaining consideration will be paid in cash. Committed financing includes a new $3.5 billion term loan B, about $950 million in new secured notes and an increase in the company’s revolving credit facility to $200 million from $100 million. Genstar, which will receive approximately 14.6% of Victory Capital’s total economic interest through common stock and non-voting convertible preferred stock, will be subject to a three-year lockup. Its voting interest will be capped at 4.9%. Victory Capital’s board is expected to expand to 11 directors, including two Genstar designees, while Brown will remain chairman and CEO.

Victory Capital expects net leverage of approximately 3.2 times pro forma adjusted EBITDA at closing, inclusive of full run-rate synergies. Policarpo said the company expects leverage to decline to approximately two times by the end of 2028 through the combined company’s free cash flow generation.

About Victory Capital (NASDAQ:VCTR)Victory Capital NASDAQ: VCTR is a global investment management firm that provides a broad range of strategies across equities, fixed income, multi-asset and alternative investments. Serving institutional, intermediary and retail clients, the company delivers tailored solutions through active, research-driven portfolio management. Its product lineup includes traditional mutual funds, separately managed accounts, sub-advisory services and specialized strategies such as ESG-focused and municipal bond portfolios.

Founded in 1988, Victory Capital has expanded its capabilities via both organic growth and strategic acquisitions, integrating experienced investment teams to enhance its offerings in areas like smart beta, global equity and fixed income.

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

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2026-08-30 19:39 10d ago
2026-08-25 07:15 16d ago
Westward Gold odhalila 34,9 metru s 2,91 g Au/t
SSD Simpson Manufacturing Company
FMP Stock News 86
Original source text
Results from the second 2026 core hole continue to reinforce the significance of mapped high-angle structures as controls on gold mineralization at the SSD Target

Gold mineralization is open in all directions, especially down-dip into promising structural and stratigraphic settings that have never been drill-tested

T2601 and T2602 confirmed the presence of a lamprophyre-filled fault corridor; igneous rocks are noteworthy for their association with gold mineralization in Carlin-type gold systems

Vancouver, British Columbia, August 25, 2026 – TheNewswire - Westward Gold Inc. (CSE: WG, OTCQB: WGLIF, FSE: IM50) (“Westward” or the “Company”) is pleased to announce assay results for the second core hole completed at the SSD Target (“SSD”), Toiyabe Hills Property, Lander County, NV (“Toiyabe Hills”, or the “Property”). T2601 and T2602 – drilled to total depths of 123 and 116 metres, respectively – were designed to 1) characterize the host rocks, hydrothermal alteration, and structure associated with gold mineralization at SSD, 2) verify the continuity of these features from their surface expression downward into the third dimension, 3) build upon the data gleaned from nearby trenching to further determine controls on gold mineralization (see Westward press release dated August 4, 2026), 4) apply these controls as a vector for upcoming deeper drilling and a tool for additional near-term SSD target development, and 5) modernize and upgrade previously-unconfirmed legacy data from the near-surface environment at SSD.

Key Takeaways:

T2602 intersected 34.9 metres of 2.91 g Au/t, including 4.1 metres of 16.15 g Au/t in silty limestone of the Wenban Formation; this broad zone of gold mineralization is characterized by pervasive decalcification, variable silicification, carbon, pyrite, variable clay alteration, and breccia associated with high-angle faults and penetrative shearing (see Figures 1 through 4 below). 

T2601 and T2602 have verified the presence of a lamprophyre-filled fault corridor, building upon prior observations of lamprophyre and quartz porphyry sills and dikes in and around the greater SSD Target area; these specific igneous rocks support the likelihood of a robust Carlin-type gold system on the Property. 

The gold intercepts in T2602 have reinforced the modeling of Fault-N and Fault-G as important controlling structures (originally identified through trenching and followed up on in hole T2601), with their hanging-wall zones demonstrating significant gold grades (see Figure 6 below). 

T2602 marks the first occurrence of orpiment logged in drill core to date – this bright yellow arsenic sulfide mineral typically forms as late-stage vein / fracture filling in Carlin-type systems, and is a key pathfinder mineral in early-stage gold exploration (see Figure 5 below). 

Elevated arsenic and antimony are associated with gold mineralization, providing further confirmation of a Carlin-type gold system. 

Figure 1 – T2602: Stratigraphy, Gold Grades, and Detailed Logging

Click Image To View Full Size

Figure 2 – SSD Target: 2026 Assay Results

Click Image To View Full Size

*UTM NAD83 Zone 11 Metres; Elevations: 2,309.2 m (T2601), 2,309.2 m (T2602).

Note: Gold intervals were calculated based on a 0.14 g Au/t cutoff grade. All gold intervals are presented as drill hole lengths; true thicknesses of mineralization are currently unknown and estimated at 50-70% of reported thicknesses. T2601 assay results were published on August 18, 2026. Refer to QA/QC statement below for additional details.

Mr. Steven Koehler, Westward’s Lead Technical Advisor, commented: “Relentless attention to detail – as I’m often reminded of by colleagues – is what ultimately drives success in Carlin-type gold exploration, and past discoveries have much to teach us in this regard. The data we’ve accumulated thus far at SSD (both legacy and current), and the exploration path it’s now leading us down, reminds me of a mid-1990’s program I led in the Carlin North region. The geological setting of these two areas is strikingly similar: near-surface gold mineralization in tandem with a zone of deeper, disseminated gold identified via sparse RC drilling. In the Carlin North example, initial trenching identified a 20-metre-wide gold-bearing fault cutting upper-plate rocks. As we continued to follow this structure down-dip, we drilled into a contiguous zone of upper-plate-hosted gold mineralization which evolved into the Crow Deposit. Deeper, framework-style drilling into favourable lower-plate carbonate rocks – along and adjacent to the fault – eventually resulted in the discovery and delineation of what is now the Pete Bajo underground mine.”

Mr. Koehler continued: “Geological themes and patterns tend to repeat in northern Nevada, and the many first-hand discovery lessons the technical team and I bring to the table will be invaluable as we advance SSD. T2602 has further confirmed that the SSD Target is a compelling opportunity, and we intend to aggressively explore the area with additional trenching, mapping, sampling and deeper drilling as near-term priorities.”

Figures 3 and 4 below display portions of the PQ-sized core that returned significant gold grades. The gold is predominantly hosted in silty limestone of the Devonian Wenban Formation, and the highest-grade samples are characterized by pervasive decalcification, secondary carbon flooding, elevated sooty pyrite, and breccia associated with penetrative shearing. Figure 5 below shows examples of logged orpiment in core, a significant pathfinder mineral in Carlin-type gold exploration; orpiment – similarly to realgar (both arsenic sulfide minerals) – commonly signals low-temperature hydrothermal activity linked to Carlin-style gold deposition.

Figure 3 – T2602 Select Core Photos (45.1 m – 49.7 m Depth)

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Figure 4 – T2602 Select Core Photos (49.7 m – 54.3 m Depth)

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Figure 5 – SSD Target: Examples of Orpiment Logged in T2602

Click Image To View Full Size

Note: Image on left from a depth of 88.7 metres, image on right from a depth of 90.1 metres.

SSD Target – Next Steps:

Gold mineralization encountered in T2601 and T2602 is open in all directions, most notably down-dip along controlling faults and into structural and stratigraphic settings that have never been tested. High-priority areas for upcoming drilling represent high-value targets in Nevada’s most favourable gold host rocks of the Wenban and underlying Roberts Mountains Formations.

Westward’s existing Plan of Operations with the U.S. Bureau of Land Management (“BLM”) over the SSD area is a significant strategic advantage, reducing permitting risk and enabling the Company to expand the scope of ground disturbance to accommodate additional roads, pads, and trenches in a timely manner. The season’s first reverse-circulation (“RC”) drill hole at SSD (T2603), was recently completed to a total depth of 396.2 metres, with the primary goal of testing the hanging-wall of Fault-G. Four deep RC holes are now planned to test down-dip extensions of gold mineralization in the hanging-wall of Fault-N (see Figure 6 below), along with additional step-out framework holes to the north and northeast; mapping, surface geochemistry, and geophysical surveys suggest the system may strengthen in these directions.

Figure 6 – SSD Target: Controlling Structures & Upcoming Drilling (Section View)

Click Image To View Full Size

Note: Section view looking northwest; 309-degree azimuth (LHS) and 316-degree azimuth (RHS), grades included on drill traces only shown if >0.5 g Au/t.

Hole details (all coordinates UTM NAD83 Zone 11 Metres):

T2601: Easting 522980, Northing 4432787, Elevation 2309.2, Azimuth 282, Inclination -70;

T2602: Easting 522980, Northing 4432790, Elevation 2309.2, Azimuth 311, Inclination -77;

T2603: Easting 522981.5, Northing 4432796.6, Elevation 2309.2, Azimuth 000, Inclination -90, TD 396.2 m;

SSD26-J: Easting 522245.1, Northing 4432710, Elevation 2190.6, Azimuth 000, Inclination -90, Estimated TD 914.4 m;

SSD26-K: Easting 522620, Northing 4432739, Elevation 2239.8, Azimuth 000, Inclination -90, Estimated TD 914.4 m;

SSD26-L: Easting 522721, Northing 4432552, Elevation 2205.1, Azimuth 000, Inclination -90, Estimated TD 914.4 m;

SSD26-M: Easting 522611, Northing 4432454, Elevation 2170.6, Azimuth 000, Inclination -90, Estimated TD 914.4 m.

Quality Assurance / Quality Control (“QA/QC”)

The Company implemented a best-practices QA/QC program during the drilling of core hole T2602. Drilling consisted of PQ-sized core from the collar to a total depth of 115.5 metres. All sampling was conducted under the supervision of the Company’s Vice President Exploration and/or members of its technical team, and the chain of custody from the Property to the sample preparation facility was continuously monitored. Samples were transported directly from the field to Modern Land and Development in Carlin, NV, where the individual sample intervals were cut in half and bagged for delivery.

Core samples were delivered to ALS Limited’s (“ALS”) preparation facility located in Elko, NV. Samples were dried at 100 degrees Celsius, crushed to 70% passing -2mm, Boyd rotary split off 250g, which was then pulverized to greater than 85% passing 75 microns. The resulting sample pulps were delivered to ALS’ laboratories at either 4977 Energy Way, Reno, NV, 89502 or 2103 Dollarton Hwy, North Vancouver, BC, V7H 0A7 for fire assay and multi-element assays.

Individual core samples for fire assay were selected at intervals ranging from 0.3m to 1.7m. Overall QA/QC frequency was set at a minimum of 15%, including standards, blanks, and three varieties of duplicates. Standards and blanks were sourced from Rocklabs of Aukland, New Zealand. Data verification of the analytical results included a statistical analysis of the standards, blanks and duplicates that must fall within specified ranges for acceptance. All standards, blanks and duplicates were checked and verified and are within these ranges. All core samples were analyzed for gold and 49 additional elements. Assays consisted of fire assay (Au-AA23) for gold on each individual sample. For multi-element geochemistry, composited intervals ranging between 5.8 metres to 7.8 metres were analyzed with four-acid analysis (ME-MS61m). Over-limit gold assays were determined using fire assay with a gravimetric finish (Au-GRA21) on a 30-gram split.

The significant gold zones were calculated using a weighted average of interval lengths and a cut-off grade of 0.14 g Au/t was employed, however internal dilution may include up to 6.7 metres of material below the cut-off. Drill-hole deviation for T2602 was measured by a gyroscopic down-hole survey completed by IDS of Elko, NV. The survey provides accurate down hole inclination and azimuth of the hole. Obtaining an accurate survey of the drill hole leads to a better contextual understanding of the core samples, and a more robust 3D geological model All gold intervals are presented as drill hole lengths; true thicknesses of mineralization are currently unknown and estimated at 50-70% of reported thicknesses. Refer to Westward Gold’s press release dated August 18, 2026, for additional T2601-specific QA/QC disclosure.

Qualified Person

The technical information contained in this news release was reviewed and approved by Robert Edie, Vice President Exploration of the Company, who is a Qualified Person under National Instrument 43-101 – Standards of Disclosure for Mineral Projects. Mr. Edie is a Certified Professional Geologist (CPG) through the American Institute of Professional Geologists (AIPG).

About Westward Gold

Westward Gold is a mineral exploration company focused on developing the Toiyabe Hills Project located in the Cortez Trend area of Lander County, Nevada, and the Coyote and Rossi Projects located along the Carlin Trend in Elko County, Nevada. From time to time, the Company may also evaluate the acquisition of other mineral exploration assets and opportunities.

For further information contact:

Andrew Nelson
Chief Financial Officer
Westward Gold Inc.
+1 (604) 828-7027

[email protected]

www.westwardgold.com

The Canadian Securities Exchange has neither approved nor disapproved the contents of this news release. The Canadian Securities Exchange does not accept responsibility for the adequacy or accuracy of this news release.

This news release contains or incorporates by reference “forward-looking statements” and “forward-looking information” as defined under applicable Canadian securities legislation. All statements, other than statements of historical fact, which address events, results, outcomes, or developments that the Company expects to occur are, or may be deemed, to be, forward-looking statements. Forward-looking statements are generally, but not always, identified by the use of forward-looking terminology such as "expect", "believe", "anticipate", "intend", "estimate”, “potential”, “on track”, “forecast", "budget", “target”, “outlook”, “continue”, “plan” or variations of such words and phrases and similar expressions or statements that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved or the negative connotation of such terms.

Such statements include, but may not be limited to, information as to strategy, plans or future financial or operating performance, such as the Company’s expansion plans, project timelines, expected drilling targets, and other statements that express management’s expectations or estimates of future plans and performance.

Forward-looking statements or information are subject to a variety of known and unknown risks, uncertainties and other factors that could cause actual events or results to differ from those reflected in the forward-looking statements or information, including, without limitation, the need for additional capital by the Company through financings, and the risk that such funds may not be raised; the speculative nature of exploration and the stages of the Company’s properties; the effect of changes in commodity prices; regulatory risks that development of the Company’s material properties will not be acceptable for social, environmental or other reasons, availability of equipment (including drills) and personnel to carry out work programs, that each stage of work will be completed within expected time frames, that current geological models and interpretations prove correct, the results of ongoing work programs may lead to a change of exploration priorities, and the efforts and abilities of the senior management team. This list is not exhaustive of the factors that may affect any of the Company’s forward-looking statements or information. These and other factors may cause the Company to change its exploration and work programs, not proceed with work programs, or change the timing or order of planned work programs. Additional risk factors and details with respect to risk factors that may affect the Company’s ability to achieve the expectations set forth in the forward-looking statements contained in this news release are set out in the Company’s latest management discussion and analysis under “Risks and Uncertainties”, which is available under the Company’s SEDAR+ profile at www.sedarplus.ca. Although the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, described or intended. Accordingly, readers should not place undue reliance on forward-looking statements or information. The Company’s forward-looking statements and information are based on the assumptions, beliefs, expectations, and opinions of management as of the date of this press release, and other than as required by applicable securities laws, the Company does not assume any obligation to update forward-looking statements and information if circumstances or management’s assumptions, beliefs, expectations or opinions should change, or changes in any other events affecting such statements or information.
2026-08-30 19:38 10d ago
2026-08-30 04:24 11d ago
Connor Clark & Lunn koupila podíl v Strategic Education
STRA Strategic Education
FMP Stock News 72
Original source text
Connor Clark & Lunn Investment Management Ltd. acquired a new stake in Strategic Education Inc. (NASDAQ:STRA – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 21,922 shares of the health services provider’s stock, valued at approximately $1,680,000. Connor Clark & Lunn Investment Management Ltd. owned 0.10% of Strategic Education as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Allworth Financial LP grew its position in Strategic Education by 88.5% during the third quarter. Allworth Financial LP now owns 294 shares of the health services provider’s stock worth $25,000 after buying an additional 138 shares in the last quarter. Axiom Investment Management LLC acquired a new position in Strategic Education in the first quarter valued at about $25,000. Hantz Financial Services Inc. raised its stake in Strategic Education by 154.2% in the fourth quarter. Hantz Financial Services Inc. now owns 333 shares of the health services provider’s stock valued at $27,000 after purchasing an additional 202 shares in the last quarter. Osaic Holdings Inc. lifted its position in Strategic Education by 85.2% during the second quarter. Osaic Holdings Inc. now owns 387 shares of the health services provider’s stock worth $33,000 after purchasing an additional 178 shares during the period. Finally, Sankala Group LLC acquired a new stake in Strategic Education during the fourth quarter worth about $37,000. Institutional investors and hedge funds own 93.27% of the company’s stock.

Analysts Set New Price Targets Several brokerages have recently commented on STRA. Truist Financial boosted their target price on shares of Strategic Education from $80.00 to $90.00 and gave the company a “hold” rating in a research report on Thursday, July 30th. BMO Capital Markets increased their price target on shares of Strategic Education from $86.00 to $91.00 and gave the stock an “outperform” rating in a research report on Monday, July 6th. Wall Street Zen raised shares of Strategic Education from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Zacks Research downgraded shares of Strategic Education from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 2nd. Finally, Barrington Research set a $105.00 target price on Strategic Education in a research note on Wednesday, July 29th. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Strategic Education currently has an average rating of “Hold” and a consensus price target of $95.33.

Get Our Latest Report on STRA Strategic Education Trading Down 1.1% STRA stock opened at $84.64 on Friday. The stock has a market capitalization of $1.88 billion, a P/E ratio of 14.11, a price-to-earnings-growth ratio of 0.78 and a beta of 0.49. Strategic Education Inc. has a 12 month low of $69.70 and a 12 month high of $89.73. The firm has a 50-day moving average price of $80.97 and a 200-day moving average price of $80.07.

Strategic Education (NASDAQ:STRA – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The health services provider reported $1.76 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.80 by ($0.04). Strategic Education had a net margin of 10.46% and a return on equity of 8.98%. The company had revenue of $321.60 million for the quarter, compared to the consensus estimate of $327.55 million. During the same period last year, the firm posted $1.54 earnings per share. The company’s revenue for the quarter was up 4.9% compared to the same quarter last year. As a group, equities analysts predict that Strategic Education Inc. will post 7.23 EPS for the current fiscal year.

Strategic Education Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, September 4th will be issued a dividend of $0.60 per share. The ex-dividend date is Friday, September 4th. This represents a $2.40 annualized dividend and a dividend yield of 2.8%. Strategic Education’s dividend payout ratio is 40.00%.

Insider Buying and Selling at Strategic Education In related news, insider Christa Hokenson sold 2,000 shares of the business’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $80.00, for a total transaction of $160,000.00. Following the sale, the insider owned 65,195 shares in the company, valued at $5,215,600. The trade was a 2.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.60% of the stock is currently owned by company insiders.

(Free Report)

Strategic Education, Inc is a publicly traded higher education services holding company headquartered in Herndon, Virginia. Through its primary operating subsidiaries, Strayer University and Capella University, the company delivers degree programs and professional development opportunities to working adults. Its offerings span undergraduate and graduate degrees, certificates, continuing education, and workforce training in fields such as business, technology, health services, education, and public administration.

Strayer University, with a network of physical campuses across the United States complemented by an online platform, provides associate’s through doctoral degrees designed to accommodate non-traditional students.

Read More Five stocks we like better than Strategic Education From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding STRA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Strategic Education Inc. (NASDAQ:STRA – Free Report).

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2026-08-30 19:38 10d ago
2026-08-28 12:36 13d ago
Vulcan Materials překonal odhady a potvrdil výhled
VMC Vulcan Materials Company
FMP Stock News 72
Original source text
It has been about a month since the last earnings report for Vulcan Materials (VMC - Free Report) . Shares have added about 1% in that time frame, underperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Vulcan due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

Vulcan Materials Q2 Earnings & Revenues Beat EstimatesVulcan posted solid second-quarter 2026 results, with adjusted earnings and total revenues beating the Zacks Consensus Estimate and increasing year over year.

The quarter’s results reflect aggregates volume and pricing growth, commercial discipline and operating efficiencies. However, significant energy-related inflation and disruptive weather partly offset these benefits. Aggregates cash gross profit per ton increased to $12.02 from $11.88 in the year-ago quarter.

VMC's Q2 Earnings & RevenuesVMC reported adjusted earnings of $2.59 per share in the second quarter, beating the Zacks Consensus Estimate of $2.50 by 3.6%. The figure increased 5.7% from the year-ago quarter’s adjusted earnings of $2.45 per share.

Quarterly revenues were $2.16 billion, up 2.5% year over year and slightly ahead of the consensus mark. Aggregates shipments increased 1% to 59.9 million tons, supported by healthy public construction activity and large projects despite weather-related disruptions in certain markets.

VMC Delivers Resilient ProfitabilityProfitability remained resilient despite elevated energy costs. Gross profit was $625.5 million compared with $625.2 million a year ago. Operating earnings declined 3.3% year over year to $455.5 million. Net earnings attributable to Vulcan increased to $323.4 million from $320.9 million in the prior-year quarter.

Adjusted EBITDA decreased 0.9% to $654 million, and the adjusted EBITDA margin narrowed to 30.3% from 31.4%. Approximately $40 million of energy-related inflation tied to higher oil prices weighed on earnings, partly offsetting benefits from pricing and operating execution.

Vulcan Tightens Cost Structure as SAG LeveragesBelow-the-line discipline continued to support results. Selling, administrative and general (SA&G) expenses were $141.3 million, down from $144.5 million in the prior-year quarter. SA&G, as a percentage of revenues, improved year over year to 6.6% from 6.9%, reflecting continued leverage of the company's overhead cost structure.

The company recorded an $11.3 million loss on the sale of property, plant and equipment and businesses versus a $1.2 million gain a year ago. Other operating expense, net, increased to $17.4 million from $10.9 million, partly offsetting the benefits of stronger commercial execution.

Vulcan's Aggregates Engine Drives GrowthThe Aggregates segment again did the heavy lifting. Segment sales increased 6.9% year over year to $1.76 billion, while segment gross profit climbed to $567.3 million from $559.5 million. Cash gross profit increased to $720.1 million from $703.8 million.

Freight-adjusted sales price improved to $22.97 per ton from $22.11 year over year. On a mix-adjusted basis, pricing increased 5%, reflecting widespread pricing gains across the company's footprint. Cash gross profit per ton rose to $12.02 from $11.88.

Freight-adjusted revenues advanced to approximately $1.38 billion from $1.31 billion, highlighting continued pricing strength. At the same time, freight-adjusted cash cost of sales per ton increased 7% to $10.95 from $10.23, primarily due to higher diesel fuel costs. Excluding diesel inflation, unit cash costs increased 3%, supported by disciplined cost management and improved plant efficiencies. Aggregates shipments increased 1% to 59.9 million tons despite significant rainfall in Texas and certain Southeastern markets.

VMC's Asphalt and Concrete Reflect Portfolio ChangesPerformance in the downstream businesses reflected weather-related disruptions and recent portfolio actions. Asphalt segment revenues declined to $330 million from $368.7 million, while gross profit decreased to $49.8 million from $57.2 million. Nevertheless, the asphalt gross profit margin remained strong at 15%.

Operationally, asphalt mix shipments declined to 3.4 million tons from 3.9 million tons, while the average selling price improved to $85.74 per ton from $81.26. The prior-year quarter included the Houston asphalt and construction business, which was divested during the fourth quarter of 2025.

Concrete segment revenues declined to $186.8 million from $220.5 million, while gross profit was essentially flat at $8.4 million compared with $8.5 million a year ago. Ready-mixed concrete shipments decreased to 1 million cubic yards from 1.2 million cubic yards, while the average selling price increased to $189.94 from $186.52. Results reflected only two months of contributions from the California ready-mixed concrete business before its divestiture in early June.

Vulcan's Liquidity & Capital Return HighlightsLiquidity remained healthy at quarter-end, with cash and cash equivalents of $194.2 million. The company carried $400 million of current maturities of long-term debt and $3.96 billion of long-term debt. Total debt to trailing-12-month adjusted EBITDA stood at 1.9x, below management's targeted range of 2x to 2.5x.

VMC invested $176 million in maintenance and growth projects during the quarter. The company also returned $318 million to its shareholders through $250 million of share repurchases and $68 million of dividends.

During the quarter, Vulcan completed the divestiture of its California ready-mixed concrete operations. The company also acquired a quarry in southern Colorado and a rail yard in Dallas-Fort Worth, further strengthening its aggregates-led growth strategy.

VMC Reaffirms 2026 OutlookManagement reiterated its full-year adjusted EBITDA outlook of $2.4-$2.6 billion. The company expects continued aggregates price growth, supported by healthy public construction activity, large infrastructure projects and disciplined commercial execution. Vulcan also expects its ongoing focus on cost management, operating efficiencies and aggregates unit profitability to support earnings growth and cash generation throughout the remainder of 2026.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in fresh estimates.

VGM ScoresCurrently, Vulcan has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. Charting a somewhat similar path, the stock has a grade of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Vulcan has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
2026-08-30 19:38 10d ago
2026-08-26 03:54 15d ago
Bank of Nova Scotia získala podíl v Edwards Lifesciences
EW Edwards Lifesciences
FMP Stock News 72
Original source text
Bank of Nova Scotia bought a new position in Edwards Lifesciences Corporation (NYSE:EW – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 60,417 shares of the medical research company’s stock, valued at approximately $5,465,000.

Several other hedge funds also recently made changes to their positions in EW. BlackRock Inc. bought a new position in Edwards Lifesciences in the 2nd quarter worth $5,318,092,000. Bank of New York Mellon Corp purchased a new stake in Edwards Lifesciences in the second quarter worth about $1,274,082,000. Norges Bank bought a new position in shares of Edwards Lifesciences in the fourth quarter worth about $803,686,000. Deutsche Bank AG bought a new position in shares of Edwards Lifesciences in the second quarter worth about $516,552,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Edwards Lifesciences by 278.3% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 5,584,646 shares of the medical research company’s stock valued at $434,318,000 after buying an additional 4,108,270 shares in the last quarter. 79.46% of the stock is owned by hedge funds and other institutional investors.

Edwards Lifesciences Stock Up 0.5% Shares of EW opened at $90.92 on Wednesday. Edwards Lifesciences Corporation has a 52-week low of $72.30 and a 52-week high of $96.29. The company has a market cap of $52.35 billion, a PE ratio of 52.25, a P/E/G ratio of 2.37 and a beta of 0.85. The company has a quick ratio of 3.77, a current ratio of 4.52 and a debt-to-equity ratio of 0.06. The business has a fifty day moving average of $89.35 and a 200 day moving average of $84.82.

Edwards Lifesciences (NYSE:EW – Get Free Report) last released its earnings results on Thursday, July 23rd. The medical research company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.04. The firm had revenue of $1.74 billion for the quarter, compared to analysts’ expectations of $1.70 billion. Edwards Lifesciences had a return on equity of 15.68% and a net margin of 15.43%.The company’s quarterly revenue was up 13.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.67 earnings per share. Edwards Lifesciences has set its Q3 2026 guidance at 0.710-0.770 EPS and its FY 2026 guidance at 2.950-3.050 EPS. On average, sell-side analysts expect that Edwards Lifesciences Corporation will post 3 EPS for the current year. Insider Transactions at Edwards Lifesciences In other Edwards Lifesciences news, VP Daniel J. Lippis sold 619 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $92.03, for a total transaction of $56,966.57. Following the completion of the sale, the vice president owned 40,034 shares in the company, valued at $3,684,329.02. This represents a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Andrew M. Dahl sold 568 shares of the company’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $86.08, for a total value of $48,893.44. Following the sale, the senior vice president owned 15,334 shares of the company’s stock, valued at $1,319,950.72. This trade represents a 3.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,425 shares of company stock valued at $219,199. 0.31% of the stock is owned by insiders.

Analyst Ratings Changes A number of research analysts recently weighed in on the stock. Piper Sandler restated an “overweight” rating and set a $101.00 target price (up from $100.00) on shares of Edwards Lifesciences in a research note on Friday, July 24th. Leerink Partners upgraded Edwards Lifesciences from a “market perform” rating to an “outperform” rating and increased their price target for the stock from $87.00 to $101.00 in a research note on Friday, July 24th. Royal Bank Of Canada boosted their price objective on Edwards Lifesciences from $100.00 to $110.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Evercore reaffirmed an “outperform” rating and issued a $100.00 price objective on shares of Edwards Lifesciences in a research note on Monday, July 6th. Finally, Citigroup increased their target price on Edwards Lifesciences from $101.00 to $110.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Seventeen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $100.27.

Read Our Latest Stock Report on Edwards Lifesciences

(Free Report)

Edwards Lifesciences is a medical technology company focused on products and therapies for structural heart disease and critical care monitoring. The company designs, develops and manufactures prosthetic heart valves and related delivery systems used in both surgical and minimally invasive (transcatheter) procedures. Its portfolio addresses a range of valvular conditions, with an emphasis on technologies that enable transcatheter aortic valve replacement (TAVR) as an alternative to open-heart surgery.

In addition to transcatheter heart valves—including the widely recognized SAPIEN family—Edwards offers surgical tissue valves and ancillary devices used by cardiac surgeons, interventional cardiologists and hospital teams.

See Also Five stocks we like better than Edwards Lifesciences Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize Want to see what other hedge funds are holding EW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Edwards Lifesciences Corporation (NYSE:EW – Free Report).

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2026-08-30 19:37 10d ago
2026-08-28 22:01 12d ago
Lattice a AMI cílí na tržby 3 miliardy USD
LSCC Lattice Semiconductor
FMP Stock News 78
Original source text
This Expensive Chip Stock Is Up 140%, Analysts Say It's Still a BuyLattice Semiconductor NASDAQ: LSCC CEO Ford Tamer and AMI Business Unit leader Sanjoy Maity outlined how the companies’ combination is intended to address growing management, control and security demands across AI data centers and physical AI systems.

Speaking at The Six Five Summit 2026, Tamer described Lattice as a provider of low-power programmable devices used alongside processors, networking equipment and sensors. The company’s small and mid-range FPGAs support functions including booting, power sequencing, security management, control, bridging, I/O expansion, sensor fusion and data processing, he said.

Get Lattice Semiconductor alerts:

3 AI Names With Big Buybacks: GEV, PSTG, and LSCC Signal ConfidenceAMI, which Maity said has developed foundational firmware for four decades, provides firmware used to boot, manage and secure AI data center infrastructure. Its offerings also include telemetry, monitoring, error correction and a “single pane of glass” view intended to help administrators oversee complex data center environments.

Combination targets faster deployment Tamer said the companies have known each other for six years and serve similar customers, including hyperscalers, neocloud providers, server and networking OEMs, and silicon and systems partners. He characterized the businesses as complementary because Lattice operates close to hardware and sensors, while AMI provides low-level firmware for managing and securing those components.

Lattice Semiconductor’s Market Reset Is Over: The Rebound Begins“Together, we believe we’re going to provide secure management control solution, a turnkey, and speed up our customers’ time to market,” Tamer said.

Maity said the combined organization aims to provide pre-validated solutions so customers can spend less time addressing integration issues and focus more on their own intellectual property and business development. He said the approach could reduce integration costs and accelerate product launches.

AI infrastructure is becoming more complex Tamer said AI infrastructure has undergone a rapid expansion in recent years, with 2025 centered on training workloads and 2026 seeing a greater shift toward inference and agentic AI. He said the shift has increased demand not only for GPUs but also for CPUs, storage and networking infrastructure.

He also cited changes in networking architectures, liquid cooling and increased sensor deployment. According to Tamer, the number of sensors in a server has grown to as many as 1,200, monitoring functions ranging from fans and cooling distribution units to optical interconnects.

That expansion has increased the use of low-power FPGAs from tens of devices per rack to hundreds of devices per rack, he said. Lattice’s devices are positioned near sensors and hardware components to provide deterministic, low-latency connectivity and parallel processing.

Data center infrastructure is becoming more disaggregated across compute, power and cooling, networking, and storage. Systems are becoming more heterogeneous, incorporating CPUs, GPUs, NPUs, Arm-based processors and RISC-V architectures. Operators need broader rack-, pod- and data-center-level management capabilities. Maity said scalability, security and sustainability are major industry challenges. AMI uses a modular firmware approach based on open-source technology that can support multiple architectures, board management controllers and companion chips using a single version of code, he said.

Security and physical AI opportunities Tamer highlighted security as a core application for programmable logic, particularly as requirements evolve around post-quantum cryptography. He said FPGAs can be updated in the field as security algorithms change, unlike fixed-function ASICs.

In physical AI, Tamer said Lattice works with NVIDIA on sensor-fusion and preprocessing functions associated with NVIDIA’s Holoscan platform. Lattice’s devices can process data from sensors and provide metadata to NVIDIA Thor and Orin systems, he said.

Looking further ahead, Tamer said disaggregated infrastructure, telemetry and automation could support more self-diagnostic and self-healing operations. He cited the potential need for such capabilities in future space-based data centers, where direct human servicing would be more difficult.

Revenue targets Tamer said the companies are focused in the near term on adding resources, meeting customer commitments and bringing combined solutions to market more quickly. Longer term, he said the goal is to become a leader in secure management and control for data center AI and physical AI.

Financially, Tamer said the company had guided at its most recent earnings call to a midpoint third-quarter revenue run rate of $1 billion for the combined businesses. He said it expects to exit the year at approximately a $1.2 billion run rate and has an aspirational target of reaching a $3 billion run rate by the end of 2030.

Tamer said Lattice generated $520 million in revenue in 2025 and that reaching the 2030 target would require annual revenue growth of slightly more than 25%.

About Lattice Semiconductor (NASDAQ:LSCC)Lattice Semiconductor Corporation is a U.S.-based semiconductor company specializing in low-power, small-footprint programmable logic devices. The company's product portfolio centers on field-programmable gate arrays (FPGAs), programmable logic devices (PLDs) and related intellectual property cores that enable customers to implement custom digital functions in applications where energy efficiency and compact size are critical. Lattice's solutions are widely used to accelerate edge computing, support video and sensor interfaces, and provide flexible I/O connectivity across a variety of end markets.

The company offers a range of FPGA families, including the iCE40 series for ultra-low power mobile and consumer applications, the MachXO series for embedded control and security, and the ECP5 series for midrange performance in communications, industrial automation and automotive domains.

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

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2026-08-30 19:28 10d ago
2026-08-27 08:28 14d ago
1inch hlásí 1 055 nahlášení v rámci bug bounty za první pololetí
1INCH 1INCH
CoinGecko News 78
Original source text
In the first half of this year, over a thousand reports were submitted across six bug bounty programs, helping us to uncover vulnerabilities. 

What does it take to build trust in institutional-grade DeFi? Transparency is a big part of the answer.

As traditional finance moves further on-chain, security and trust remain critical barriers to adoption. We have been working to address that challenge through initiatives including the second edition of its Risk Management Whitepaper, ISO 27001 certification and SOC 2 (Type 1) attestation.

Now, we are taking another step with the launch of a biannual bug bounty report, created in collaboration with HackenProof. The first report, released today, focuses on the 1inch Aqua bug bounty program and activity in H1 2026.

“Institutional-grade DeFi requires proactively adopting standards that go past what is prescribed,” comments Sergej Kunz, co-founder of 1inch. “The industry needs to go beyond the minimum to ensure products are secure and reliable. With Aqua, as with all our products, we put multiple layers of checks and testing in place from the start, and bug bounties are a key part of that approach.”

“Aqua’s approach to security highlights the value of making security an ongoing part of product development. Its bug bounty program provides continuous visibility into potential security risks as the product evolves, helping the team strengthen the protocol and reduce the likelihood of costly security incidents,” said Alex Horlan, CTO of HackenProof.

Across 1inch’s six core HackenProof bug bounty programs, 1,055 reports were submitted by security researchers in the January to June period. Of those reports, 32 resulted in payouts across different severity levels. 

1inch Smart Contract: 267 reports from 122 security researchers - 3 paid reports

1inch Wallet: 85 reports from 67 security researchers - 6 paid reports

1inch Web: 68 reports from 45 security researchers - 1 paid report

1inch Business: 111 reports from 89 security researchers - 9 paid reports

1inch Infrastructure: 52 reports from 45 security researchers - 4 paid reports

1inch Aqua: 472 reports from 217 security researchers - 9 paid reports

Focus on 1inch Aqua A separate in-depth report is focused on 1inch Aqua, our recently launched first-of-its-kind shared liquidity layer. Aqua has grown rapidly since being made public, surpassing $100 million in volume within a matter of weeks. However, its success and security weren’t built overnight. Its HackenProof bug bounty program saw a huge amount of interest and contributed greatly to the product's security from day one. 

The Aqua bug bounty program saw high engagement from the security community, with 472 submissions received from 217 researchers, covering a range of vulnerabilities at different levels of severity.

A total of 9 vulnerabilities have been rewarded, including one high-severity vulnerability, as well as a number of medium and low-severity vulnerabilities. These included logic inconsistencies, unit mismatches, execution edge cases and tooling-related issues. As with all the vulnerabilities, these have now been resolved, adding to the stability and security of the protocol.

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Disclaimer: This content is for general information purposes only and does not constitute financial, investment, tax, or legal advice and is not a recommendation to buy or sell any particular digital asset or to employ any specific investment strategy.
2026-08-30 19:28 10d ago
2026-08-28 12:35 13d ago
Tetra Tech překonala odhady zisku i tržeb
TTEK Tetra Tech
FMP Stock News 78
Original source text
A month has gone by since the last earnings report for Tetra Tech (TTEK - Free Report) . Shares have added about 12.9% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Tetra due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Tetra Tech, Inc. before we dive into how investors and analysts have reacted as of late.

Tetra Tech Q3 Earnings Beat Estimates on Core Market GrowthTetra Tech posted third-quarter fiscal 2026 adjusted earnings of 42 cents per share, down 2.3% year over year but ahead of the Zacks Consensus Estimate of 40 cents by 5%.

Net revenues were $1.11 billion, down 3.9% year over year, but topped the consensus mark of $1.08 billion by 2.8%. Backlog ended the quarter at $4.49 billion, up 4.9% sequentially, supported by new wins across water infrastructure, defense and digital automation markets.

On a GAAP basis, Tetra Tech reported revenues of $1.31 billion compared with $1.37 billion in the year-ago quarter.

Tetra Tech Benefited From CIG Growth Offset by GSGRevenues from U.S. federal customers, accounting for 20% of the quarter’s net revenues, increased 12% year over year, excluding USAID, Department of State and episodic disaster-response activities. Growth was supported by higher activity with the Navy and U.S. Army Corps of Engineers. U.S. commercial revenues, representing 20% of the total, rose 1% as gains in power transmission offset lower renewable-energy activity.

U.S. state and local revenues, accounting for 13% of net revenues, increased 5% year over year, driven by strength in municipal water treatment, partly offset by lower flood-protection work. International revenues, representing 47% of the total, advanced 12% on growth in U.K. water and digital water automation programs.

Tetra Tech reports revenues under the segments discussed below:The Commercial/International Services Group delivered net revenues of $634.2 million, up 9.3% year over year. Government Services Group net revenues were $474.3 million, down 17.2% from the prior-year quarter on a reported basis. Excluding USAID, Department of State and episodic disaster-response activities, GSG net revenues increased 7%, reflecting strength in water infrastructure and defense programs.

Margin ProfileThe company continued to manage its costs while maintaining capacity for growth investments. In the fiscal third quarter, Tetra Tech’s subcontractor costs totaled $200 million, down 7.8% from the year-ago quarter. Other costs of revenues (adjusted) were $865.4 million, down 4% from the third quarter of fiscal 2025. Selling, general and administrative expenses (adjusted) declined 1.6% year over year to $85.2 million.

Adjusted operating income decreased 4.2% year over year to $158 million, while the adjusted operating margin remained unchanged at 14.3%.

Tetra Tech’s Balance Sheet and Cash FlowWhile exiting the fiscal third quarter, Tetra Tech had cash and cash equivalents of $230.8 million compared with $167.5 million recorded at the end of fiscal 2025. Long-term debt was $801.1 million compared with $763.4 million at fiscal 2025-end.

In the first nine months of fiscal 2026, Tetra Tech generated net cash of $466.6 million from operating activities compared with $356.8 million in the prior-year period. Capital expenditures were $14 million, up 11.5% year over year. Its proceeds from borrowings totaled $245 million, while repayments on long-term debt were $210 million.

Shareholder-Friendly PoliciesTetra Tech distributed dividends totaling $52.5 million in the first nine months of fiscal 2026, up from $48 million in the prior-year period. The company also repurchased shares worth $202 million compared with $200 million in the first nine months of fiscal 2025.

Fiscal 2026 OutlookFor fiscal 2026 (ending September 2026), Tetra Tech expects net revenues in the range of $4.315-$4.365 billion. At the midpoint, the outlook implies 8% year-over-year growth after excluding USAID, Department of State and episodic disaster-response activities.

Adjusted earnings are projected in the range of $1.56-$1.59 per share. The company expects adjusted EBITDA margin to expand 70 basis points year over year.

For the fiscal fourth quarter, management forecasts net revenues of $1.12-$1.17 billion. Adjusted earnings are expected in the range of 45-48 cents per share.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.

VGM ScoresCurrently, Tetra has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of this revision looks promising. It comes with little surprise Tetra has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
2026-08-30 19:28 10d ago
2026-08-27 18:15 13d ago
Elastic překonal odhady zisku i výnosů
ESTC Elastic
FMP Stock News 78
Original source text
Elastic (ESTC - Free Report) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +20.69%. A quarter ago, it was expected that this software developer would post earnings of $0.56 per share when it actually produced earnings of $0.61, delivering a surprise of +8.93%.

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

Elastic, which belongs to the Zacks Internet - Software industry, posted revenues of $478.11 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 1.82%. This compares to year-ago revenues of $415.29 million. The company has topped consensus revenue estimates four times over the last four quarters.

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

Elastic shares have added about 5.1% since the beginning of the year versus the S&P 500's gain of 12.1%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.83 on $483.02 million in revenues for the coming quarter and $3.25 on $1.99 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

DocuSign (DOCU - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026. The results are expected to be released on September 3.

This provider of electronic signature technology is expected to post quarterly earnings of $1.08 per share in its upcoming report, which represents a year-over-year change of +17.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

DocuSign's revenues are expected to be $868.04 million, up 8.4% from the year-ago quarter.
2026-08-30 19:27 10d ago
2026-08-28 11:14 13d ago
Elastic zvýšil výhled tržeb a schválil program zpětného odkupu akcií
ESTC Elastic
FMP Stock News 92
Original source text
Elastic ESTC is experiencing a surge following a robust Q1 performance, exceeding expectations for Q2 guidance and raising its FY27 outlook. This reflects improved sales execution leading to faster growth. Investors are encouraged by strong forward-demand indicators, record additions of large customers, increasing adoption of AI, and a new $500 million share repurchase authorization, despite net expansion metrics not yet showing improvement.

Sales-led subscription revenue grew by 18% to $399 million, up from 16% constant-currency growth in Q4. The current Remaining Performance Obligations (cRPO) rose 21% to $1.2 billion, while total RPO increased by 27% to $1.9 billion, indicating a trend towards larger, longer-term customer commitments to ESTC’s platform. ESTC welcomed over 80 new customers spending more than $100,000 annually, marking the largest quarterly increase and bringing the total to over 1,800. This group now accounts for 90% of sales-led subscription revenue. Notably, over 670 of these customers are utilizing ESTC's AI solutions, increasing AI penetration from around 21% last year to 37%, with AI users expanding slightly faster than non-AI customers. For Q2, ESTC anticipates a non-GAAP EPS of $0.80-$0.82 and revenue of $486-$487 million, slightly above FactSet consensus. The FY27 revenue guidance has been raised to $1.998-$2.010 billion, with sales-led subscription revenue projected between $1.682-$1.694 billion and adjusted EPS between $3.29-$3.37, driven by a stronger pipeline and improved sales productivity. Despite a slight decline in Net Expansion Rate (NER) to 111% from 112%, indicating that increased bookings and AI adoption have yet to enhance overall customer expansion, ESTC expects growth in total and sales-led subscriptions to accelerate in the second half of the year. The company aims for Q4 to deliver the fastest growth of the year while maintaining a 19.4% non-GAAP operating margin and a 21.5% adjusted free cash flow margin for FY27. In Q1, ESTC repurchased approximately $40 million in shares and has utilized $380 million of its initial $500 million repurchase program. The newly authorized $500 million indicates confidence in cash generation and expands future repurchase capacity, although the timing of purchases remains unspecified.The significant takeaway is that ESTC's quarterly success is complemented by improving forward indicators and a heightened annual outlook, rather than solely relying on expense management. The growth in cRPO and RPO, record enterprise additions, and enhanced AI adoption bolster management's expectations for acceleration in the second half. However, the decline in NER to 111% indicates that recent activity has not yet translated into overall customer expansion. ESTC must now convert long-term commitments and AI adoption into sustained consumption while maintaining its improving margins. Key upcoming focuses include Q2 execution, stabilization of NER, continued growth of high-spending customers, and progress towards achieving over 20% sales-led subscription growth in the medium term.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
2026-08-30 19:27 10d ago
2026-08-28 11:16 13d ago
Elastic po výsledcích a výhledu vyskočil o 30 %
ESTC Elastic
FMP Stock News 78
Original source text
Elastic N.V.‘s (NYSE:ESTC) blowout fiscal first-quarter earnings didn’t just reward shareholders—it also put a spotlight on a split among prominent hedge funds.

While Paul Tudor Jones‘ firm initiated a new position ahead of the quarter, Steven Cohen‘s Point72 reduced its exposure before shares surged nearly 30% in pre-market trading on Friday, after the results.

The contrasting moves emerged as Elastic delivered a stronger-than-expected fiscal first-quarter report, raised full-year guidance, and highlighted accelerating adoption of its AI-powered search platform, sending the stock to fresh 52-week highs in pre-market trading.

Paul Tudor Jones And Steve Cohen Took Different Approaches To ElasticQuarterly institutional filings show Tudor Investment, led by Paul Tudor Jones, established a new position in Elastic during the second quarter, purchasing roughly 204,000 shares.

Meanwhile, Point72 Asset Management, Steve Cohen’s hedge fund, reduced its holding by about 42%, trimming roughly 474,000 shares during the same period. Other notable managers were similarly divided. DE Shaw and Gotham Asset Management added to their positions, while AQR Capital Management, Millennium Management and Goldentree Asset Management pared theirs.

Read Next

Those filings capture positioning ahead of Elastic’s earnings report—meaning investors were expressing differing views on the company’s AI trajectory before management delivered its latest update.

Elastic Gave Investors Plenty to LikeThe company reported adjusted earnings of 70 cents per share on $478 million in revenue, comfortably ahead of Wall Street expectations. Management also raised its full-year outlook after describing record additions of large enterprise customers and growing momentum across Search & AI, Security and Observability.

Chief Executive Ash Kulkarni said the company is benefiting from a shift in how enterprises are adopting artificial intelligence. “AI is reshaping the enterprise technology stack.”

Elastic also disclosed that more than 37% of customers generating over $100,000 in annual contract value now use the platform for AI workloads, up from about 21% a year earlier. The company completed its acquisition of Deductive AI earlier this week, strengthening its AI-powered observability capabilities.

Beyond the Earnings: Elastic’s Technical Picture StrengthensChart created using Benzinga Pro

The stock recently formed a Golden Cross, a widely watched bullish signal that occurs when the 50-day moving average rises above the 200-day moving average, often indicating improving long-term momentum. Friday’s earnings-driven rally pushed the shares decisively above that crossover, while trading volume expanded sharply as the stock broke out to new 52-week highs.

Momentum indicators also remain elevated. The Relative Strength Index (RSI) has climbed toward overbought territory, reflecting the intensity of the post-earnings buying, while the stock is trading above its upper Bollinger Band—a sign of strong momentum that can sometimes precede increased volatility.

Institutional Investors Were Far From UnanimousTudor Jones’ decision to establish a position contrasts with Point72’s reduction, but the quarter ultimately reinforced management’s argument that AI is becoming a durable growth driver rather than a short-lived catalyst.

For investors, the next question is whether Elastic can sustain that momentum. Record additions of large enterprise customers, rising AI adoption across its installed base and a higher full-year outlook suggest demand remains healthy.

After a nearly 30% post-earnings rally, however, the focus will shift from beating expectations to proving that AI-led growth can continue at this pace.

Read Next

Image via Shutterstock

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
2026-08-30 19:27 10d ago
2026-08-27 03:34 14d ago
Algert Global snížila podíl v ABM Industries
ABM ABM Industriesorporated
FMP Stock News 72
Original source text
Algert Global LLC lowered its holdings in ABM Industries Incorporated (NYSE:ABM – Free Report) by 7.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 197,440 shares of the business services provider’s stock after selling 15,940 shares during the period. Algert Global LLC owned approximately 0.34% of ABM Industries worth $8,735,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in ABM. First Eagle Investment Management LLC bought a new stake in ABM Industries during the fourth quarter valued at about $7,623,000. Quantinno Capital Management LP increased its holdings in shares of ABM Industries by 86.3% during the 1st quarter. Quantinno Capital Management LP now owns 54,790 shares of the business services provider’s stock worth $2,111,000 after purchasing an additional 25,388 shares during the period. Louisiana State Employees Retirement System acquired a new position in shares of ABM Industries during the first quarter valued at about $1,002,000. Pacer Advisors Inc. bought a new stake in shares of ABM Industries in the first quarter valued at about $12,739,000. Finally, BlackRock Inc. bought a new position in ABM Industries in the second quarter worth $410,948,000. 91.62% of the stock is currently owned by institutional investors and hedge funds.

ABM Industries Trading Up 2.3% NYSE ABM opened at $47.66 on Thursday. The stock has a 50-day simple moving average of $46.60 and a 200 day simple moving average of $43.06. The company has a market capitalization of $2.79 billion, a PE ratio of 18.33, a P/E/G ratio of 1.22 and a beta of 0.69. ABM Industries Incorporated has a 12 month low of $36.96 and a 12 month high of $50.12. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 1.04.

ABM Industries (NYSE:ABM – Get Free Report) last issued its quarterly earnings data on Friday, June 5th. The business services provider reported $0.90 EPS for the quarter, missing analysts’ consensus estimates of $0.92 by ($0.02). ABM Industries had a return on equity of 11.84% and a net margin of 1.75%.The company had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.21 billion. During the same quarter in the previous year, the business earned $0.86 earnings per share. The company’s revenue was up 8.4% on a year-over-year basis. ABM Industries has set its FY 2026 guidance at 3.850-4.150 EPS. Research analysts forecast that ABM Industries Incorporated will post 3.97 EPS for the current year. ABM Industries Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 2nd were issued a $0.29 dividend. The ex-dividend date of this dividend was Thursday, July 2nd. This represents a $1.16 dividend on an annualized basis and a yield of 2.4%. ABM Industries’s payout ratio is currently 44.62%.

Insiders Place Their Bets In related news, CEO Scott B. Salmirs sold 50,000 shares of the stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $46.34, for a total transaction of $2,317,000.00. Following the sale, the chief executive officer owned 395,285 shares in the company, valued at approximately $18,317,506.90. This trade represents a 11.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.90% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades Several brokerages have recently weighed in on ABM. Robert W. Baird lifted their target price on shares of ABM Industries from $45.00 to $48.00 and gave the company a “neutral” rating in a research report on Monday, June 8th. Weiss Ratings raised ABM Industries from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, August 11th. One investment analyst has rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $47.00.

View Our Latest Report on ABM Industries

ABM Industries Company Profile (Free Report)

ABM Industries Incorporated is a leading provider of integrated facility services, offering a comprehensive suite of solutions designed to support the operation, maintenance and enhancement of commercial properties. The company’s core services include janitorial and custodial maintenance, HVAC and mechanical systems support, electrical and lighting solutions, and energy optimization. Additional offerings span parking management, security services, landscaping, and specialized support such as technical solutions and sustainability consulting.

Serving a diverse range of markets, ABM caters to clients in commercial real estate, aviation, healthcare, manufacturing, education, government entities, and technology campuses.

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2026-08-30 19:27 10d ago
2026-08-27 05:35 14d ago
ACI Worldwide zvýšila výhled po silném pololetí
ACIW ACI Worldwide
FMP Stock News 78
Original source text
For Immediate ReleaseChicago, IL – August 27, 2026 – Today, Zacks Equity Oracle Corp. (ORCL - Free Report) , ACI Worldwide (ACIW - Free Report) and Progress Software Corp. (PRGS - Free Report) . 

Industry: Software

Link: https://www.zacks.com/commentary/2980181/3-software-stocks-to-keep-an-eye-on-amid-industry-weakness

ncertainty prevailing over global macroeconomic conditions continues to be concerning for the Zacks Computer Software industry participants, as this might upend IT budgets. The software industry remains highly competitive, particularly in artificial intelligence (AI) area, which can lead to pricing pressure that could impact margins.

However, the industry's evolving trends point to momentum ahead. The industry participants are positioned for long-term growth as businesses around the globe accelerate their digital transformation initiatives. The ongoing migration to cloud and the widespread adoption of Software-as-a-Service (SaaS) models continue to provide recurring revenue visibility for vendors while giving customers the scalability, flexibility and cost efficiency they increasingly demand.

At the same time, rapid advances in AI and machine learning (“ML”) are reshaping the industry. The cutting-edge technologies are being swiftly integrated into enterprise and consumer applications. Software vendors are increasingly embedding generative AI into productivity tools, customer service platforms and enterprise resource planning systems. 

Per a Precedence Research report, the global software market is expected to witness a CAGR of 11.6% from 2026 to 2035 to reach 2,468.93 billion. These trends augur well for industry participants, such as Oracle Corp., ACI Worldwide and Progress Software Corp.

Industry DescriptionThe Zacks Computer Software industry includes companies that provide software applications related to AI, cloud computing, electronic design automation (primarily for semiconductor and electronics industries), digital media and marketing, customer relationship management, on-premises and cloud-based database management, accounting and tax purposes, human capital management, cybersecurity and application performance monitoring and a cloud-based enterprise communications platform. 

Some companies develop and market simulation software (like computer-aided design or CAD, 3D modeling, product lifecycle management or PLM, data orchestration and experience creation), which engineers, designers and researchers use across various industries like architecture, engineering and construction, product design, manufacturing and digital media.

3 Trends Shaping the Future of the Software IndustryHigher Spending on AI and Cloud: Cloud computing will continue to be a dominant force in the software industry, with businesses adopting hybrid and multi-cloud environments to meet their growing needs for flexibility and scalability. Cloud offers a flexible and cost-effective platform for developing and testing applications. The deployment time is also shorter compared with legacy systems. SaaS companies are expected to register strong top-line growth on a higher percentage of recurring revenues, subscription gross margin and a lower churn rate. 

However, AI, Generative AI, in particular, is now becoming the defining force behind the next chapter of software evolution. The continued investment in AI, big data and analytics, and the ongoing adoption of SaaS open up opportunities for these players. Going forward, AI and ML tech are expected to be widely integrated into software tools. This increasing demand for AI-powered software tools for automation, personalization, predictive analytics and decision-making augurs well. 

According to a report from Gartner, worldwide AI spending is projected to reach $2.59 trillion in 2026, calling for an increase of 47% from 2025 levels. Spending on AI-related software continues to rise, according to Gartner, with the estimated spend at $453.2 billion, up from $282.9 billion in 2025. 

Increased Cybersecurity Focus:The increasing need to secure cloud platforms amid growing cyberattacks and hacking incidents drives demand for cybersecurity software. As software becomes more interconnected, cloud-native and AI-powered, it is driving the demand for performance management monitoring tools that are scalable and suitable for cloud-based environments. Zero-trust architectures, identity and access management and real-time threat detection powered by AI are becoming essential features of modern software platforms. 

Macroeconomic Headwinds a Concern: Global macroeconomic weakness and volatile supply-chain dynamics are persistent concerns. Though tariff troubles are unlikely to affect the software industry directly, higher tariffs on hardware would lead to higher costs. This would affect software pricing as well. Inflation could affect spending across small and medium-sized businesses globally. The uncertainty in business visibility could dent the industry’s performance in the near term. 

Zacks Industry Rank Indicates Bleak ProspectsThe Zacks Computer Software industry is housed within the broader Zacks Computer and Technology sector. This carries a Zacks Industry Rank #165, which places it in the bottom 33% of more than 247 Zacks industries.

The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bleak near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.

Before we present a few stocks you may want to consider for your portfolio, given their bright prospects, let us look at the industry’s recent stock-market performance and valuation picture.

Industry Underperforms the Sector and the S&P 500The Zacks Computer Software industry has underperformed the broader Zacks Computer and Technology sector and the S&P 500 Index in the past year.

The industry has lost 12.1% over this period against the S&P 500 and the broader sector’s increases of 20.3% and 26.7%, respectively.

Industry's Current ValuationBased on the forward 12-month P/E, a commonly used multiple for valuing software companies, we see that the industry is currently trading at 22.95X compared with the S&P 500’s 20.32X. It is also up from the sector’s forward-12-month P/E of 20.66X.

In the past five years, the industry has traded as high as 35.33X and as low as 18.97X, with the median being 30.13X.

3 Software Stocks to Add to WatchlistACI Worldwide develops software solutions that enable intelligent payments orchestration for banks, merchants and billers. 

On the second-quarter 2026 earnings call, management noted a significant opportunity as financial institutions deal with complex payment environments, including more payment types and rails, greater real-time payment adoption, increasing fraud threats and dynamic regulations. This is pushing customers to transform legacy infrastructure.

ACI Worldwide delivered second-quarter revenues of $430 million, up 7% year over year, while adjusted EBITDA increased 12% to $91 million. The Payment Software segment was a key contributor, with revenues up 9% to $196 million. Issuing and acquiring grew 33% in constant currency, supported by large expansions with renewing customers.

AI is becoming another differentiator across ACI's portfolio. The company has embedded context-dependent intelligent routing and scoring capability within Connetic and has added tools that accelerate standard API deployment and customer implementation within its Speedpay One solution.

ACI raised its 2026 guidance following the strong first-half performance. Revenues are now expected at $1.895-$1.925 billion, up from the prior $1.89-$1.92 billion range, while adjusted EBITDA guidance increased to $545-$560 million from $540-$555 million.

ACIW currently sports a Zacks Rank #1 (Strong Buy). You can seethe complete list of today’s Zacks #1 Rank stocks here.  

The Zacks Consensus Estimate for the company’s 2026 earnings is pegged at $3.50 per share, indicating year-over-year growth of 23.7%. The stock has declined 8.1% in the past year.

Oracle is one of the well-known names in the tech space. The company’s operations span from enterprise software to cloud services and database management systems. 

Oracle’s database and cloud infrastructure businesses are fast gaining momentum. On the last earnings call, the company highlighted that the multicloud database opportunity was in the early stages. Continued expansion into new regions and partnerships with other cloud providers should support growth. 

Oracle delivered fourth-quarter revenues of $19.2 billion, rising 21% year over year. Cloud infrastructure revenues surged 93% year over year, driven by demand for AI workloads and database services. Cloud applications revenues increased 10% to $4.1 billion, while SaaS deferred revenues grew 16%. Oracle’s cloud database business grew 29%, with multicloud revenues up 404%, while bookings jumped 325% year over year. 

Oracle’s remaining performance obligations (“RPO”) stood at an impressive $638 billion, underscoring strong forward visibility. The massive RPO backlog, coupled with demand across AI infrastructure and cloud services, provides a clear runway for sustained growth.

For fiscal 2027, management reiterated its revenue target of $90 billion and raised non-GAAP earnings per share guidance to $8.05, representing 18% constant-currency growth. 

ORCL currently holds a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for the company’s fiscal 2027 earnings is pegged at $8.03 per share, indicating year-over-year growth of 5.2%. The stock has declined 38.6% in the past year.

Progress Software is benefiting from strength in its product portfolio, comprising offerings such as OpenEdge, WhatsUp Gold, ShareFile, Loadmaster, MOVEit and DevTools. The company’s platform aids in developing and deploying mission-critical business applications. 

Strength in data platform products as clients increasingly use enterprise data to provide context for AI applications bodes well. Progress' data and content business represents more than two-thirds of the total business, making this an increasingly important source of potential long-term growth. Progress is also benefiting from increasing demand for infrastructure management and content-driven workflow automation solutions.

Progress is embedding AI capabilities across its products, enabling customers to improve business outcomes. It recently unveiled Chef Enterprise Management for NVIDIA DGX Spark, expanding Chef's infrastructure-management capabilities into AI computing environments.  

Fiscal second-quarter revenues increased 7% year over year to approximately $253 million. ARR reached $868 million, representing 2% year-over-year growth in constant currency, while net retention stood at 100%.

For fiscal 2026, Progress raised its revenue forecast to $990 million to slightly more than $1 billion, implying growth of approximately 1-2.5% over fiscal 2025.

PRGS currently carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for the company’s fiscal 2026 earnings is pegged at $6.16 per share, indicating year-over-year growth of 7.7%. The stock has declined 7.6% in the past year.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.
2026-08-30 19:26 10d ago
2026-08-25 13:06 16d ago
The Hanover zvýšila čisté pojistné a čistý investiční výnos
THG The Hanover Insurance Group
FMP Stock News 78
Original source text
Key Takeaways The Hanover's net premiums written increased 4.4% in Q2 2026, supported by disciplined pricing.Personal Lines' combined ratio improved 290 bps to 81.9%, driven by better homeowners and auto results.Net investment income rose 13.4% to $119.6 million, aided by higher earned yields and operating cash flows. The Hanover Insurance Group, Inc. (THG - Free Report) is trading at 2.16X trailing 12-month book value, well above the industry's average of 1.43X. However, the valuation remains far below broader market yardsticks, including the Zacks Finance sector at 4.43x and the S&P 500 at 7.21x. The stock currently carries a Value Score of A.

The premium valuation reflects investors' willingness to pay more for THG's capital. The higher multiple raises the question of whether the company's strong underwriting performance, sustained profitability and disciplined capital management are sufficient to justify it.

Image Source: Zacks Investment Research

Shares of some other insurers, like Arch Capital Group Ltd. (ACGL - Free Report) , American Financial Group, Inc. (AFG - Free Report) and Mercury General Corporation (MCY - Free Report) , are also trading at a premium to the industry average.

THG’s Strong Return on EquityReturn on equity (ROE) for the trailing 12 months was 21.7%, significantly above the industry's 7.5%. Moreover, ROE has remained above 20% over the past three to five years, reflecting the company's consistent ability to generate returns from shareholders' funds.

THG’s Price PerformanceShares of Hanover Insurance have gained 31.4% in the past year compared with the industry’s growth of 2%. Disciplined underwriting, effective pricing, Specialty expansion and higher investment income have supported the stock's performance.

Shares of other insurers like ACGL, AFG and MCY have gained 11.3%, 7.6% and 36.5%, respectively, over the past year.

1-Year Price Performance: THG, ACGL, AFG, MCY & Industry

Image Source: Zacks Investment Research

THG’s Growth ProjectionThe Zacks Consensus Estimate for THG’s 2026 earnings per share (EPS) indicates a year-over-year increase of 5.7%. The consensus estimate for revenues is pegged at $6.95 billion, implying a year-over-year increase of 4.6%.

The consensus estimate for 2027 revenues indicates an increase of 4.5%, while EPS decreased 0.6%, from the corresponding 2026 estimates.

Optimistic Analyst Sentiment on THGFive analysts covering the stock have raised earnings estimates for 2026 and 2027, respectively, with no downward revision over the past 30 days. The consensus estimate for 2026 and 2027 earnings has moved 9.7% and 6.7% north, respectively, over the same time period.

Image Source: Zacks Investment Research

Key Points to Note for THGThe Hanover's pricing continues to exceed loss-cost trends across both Commercial and Personal Lines, supporting durable underwriting margins despite softening property market conditions. Management expects pricing to remain favorable in 2026, particularly in Commercial and Personal auto liability, while commercial-line retention remains stable. Net premiums written increased 4.4% in the second quarter of 2026, reflecting the company's disciplined approach to profitable growth. This continued pricing discipline should help sustain underwriting margins even if premium growth remains measured.

Specialty continued to deliver attractive underwriting margins in the second quarter of 2026. Management expects overall Specialty growth to ramp up, with marine expected to return to upper single-digit growth for the remainder of 2026. Robust underwriting performance across property, management liability, surety, marine and E&S continues to support earnings. Management remains willing to sacrifice near-term premium growth to preserve long-term profitability.

Personal Lines is benefiting from earned pricing and margin initiatives. The combined ratio improved 290 basis points to 81.9% in the second quarter of 2026, driven by better homeowners and auto results. Net premiums written rose 2.6%, while higher pricing, retention and a growing Prestige mix supported portfolio quality. As geographic diversification and full-account strategies scale, the segment has room to contribute steadier earnings and support consolidated results through the cycle.

Net investment income increased 13.4% year over year to $119.6 million in the second quarter of 2026, driven by operating cash flows and higher earned yields. The portfolio’s pretax earned yield increased to 4.28% from 4.11%, while the fixed-maturity yield improved to 4.45% from 4.24%. The improvement in yields has strengthened the company's investment returns and provided an additional source of earnings growth beyond underwriting operations.

Ongoing investments in AI and digital capabilities are enhancing underwriting efficiency, risk selection, claims handling and quoting speed. AI-enabled underwriting, automated risk scoring and claims triage are further improving operational execution.

THG continues to generate strong capital and remains committed to enhancing shareholder value through a balanced capital deployment strategy that includes regular dividend payments and ongoing share repurchases. Book value per share increased 3.5% sequentially to $105.40. It has about $660 million under the company’s authorization.

ConclusionTHG is positioned to benefit from pricing discipline, Specialty strength, improving Personal Lines performance, ongoing investments in artificial intelligence and higher investment income. Its sustained ROE above 20%, solid underwriting execution and disciplined capital deployment provide support for its premium valuation.

A VGM Score of B instils confidence. The time appears right for potential investors to bet on this Zacks Rank #1 (Strong Buy) insurer. You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-08-30 19:26 10d ago
2026-08-27 12:35 14d ago
Hanover Insurance za poslední měsíc klesla o 1,7 %
THG The Hanover Insurance Group
FMP Stock News 78
Original source text
It has been about a month since the last earnings report for Hanover Insurance Group (THG - Free Report) . Shares have lost about 1.7% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Hanover Insurance due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.

THG Q2 Earnings Beat on Personal Lines Gains, Revenues Miss

The Hanover Insurance Group reported second-quarter 2026 operating earnings of $5.31 per share, up 22.1% year over year. The figure beat the Zacks Consensus Estimate of $3.88 by 36.9%.

Total revenues increased 4.6% year over year to $1.72 billion but missed the consensus mark of $1.73 billion by 0.4%. Results benefited from stronger Personal Lines underwriting, lower catastrophe losses and higher net investment income. The consolidated combined ratio improved to 91.2%.

THG Underwriting Results ImproveThe consolidated loss and loss adjustment expense ratio improved 1.7 percentage points year over year to 60.2%. Catastrophe losses totaled $91.8 million, contributing 5.7 points to the combined ratio, compared with a catastrophe ratio of 7% in the prior-year quarter.

The combined ratio excluding catastrophes remained unchanged at 85.5%. The current accident year loss and LAE ratio excluding catastrophes improved 30 basis points to 55.8%, while favorable prior-year reserve development contributed 1.3 points. Net premiums earned increased to $1.60 billion from $1.55 billion.

The Hanover's Core Commercial Growth AcceleratesCore Commercial net premiums written rose 7.2% year over year to $574.8 million. Growth accelerated from the first quarter, supported by increases of 6% in small commercial and 9.4% in the middle market. Renewal price increases averaged 7.8%, including rate increases of 7%.

Segment profitability weakened despite the faster premium growth. Operating income before taxes declined to $77.5 million from $83.9 million, while the combined ratio increased to 95.7% from 93%. The current accident year combined ratio excluding catastrophes deteriorated 1.8 points to 91.2%, reflecting higher liability loss selections and a difficult comparison with unusually low property losses a year earlier.

THG Specialty Underwriting Margins NarrowSpecialty net premiums written increased 4.4% to $384.4 million, reflecting improved growth momentum from the first quarter. Renewal pricing rose 3.6%, including average rate increases of 2.1%.

Operating income before taxes declined to $68.4 million from $71.2 million. The combined ratio increased to 88.3% from 86.5%, as the current accident year loss and LAE ratio, excluding catastrophes, rose 2.6 points to 51.6%. Lower catastrophe losses provided some support, falling to $10 million from $14.6 million.

The Hanover's Personal Lines Results StrengthenPersonal Lines net premiums written increased 2.6% year over year to $697.6 million. Growth reflected higher new business and continued renewal pricing, with renewal price increases averaging 8.7% and rate increases averaging 4.8%. Policies in force were essentially unchanged sequentially.

Operating income before taxes surged to $104.9 million from $57.4 million. The combined ratio improved 6.6 points to 88.9%, aided by lower catastrophe losses and better underlying loss experience. The current accident year combined ratio, excluding catastrophes, improved to 81.9% from 84.8%, as earned pricing exceeded loss trends and property claim frequency remained favorable.

THG Investment Income and Capital Position AdvanceNet investment income increased 13.4% year over year to $119.6 million, driven by operating cash flows and higher earned yields. The portfolio’s pretax earned yield increased to 4.28% from 4.11%, while the fixed-maturity yield improved to 4.45% from 4.24%.

The Hanover ended June with $11.2 billion in cash and invested assets. Book value per share increased 3.5% from March 31, 2026, to $105.40. During the quarter, THG repurchased about 0.3 million shares for approximately $55 million. Through July 24, repurchases totaled roughly 0.8 million shares for $149 million, leaving about $660 million under the company’s authorization.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.

The consensus estimate has shifted 7.98% due to these changes.

VGM ScoresCurrently, Hanover Insurance has a average Growth Score of C, however its Momentum Score is doing a bit better with a B. Charting a somewhat similar path, the stock was allocated a grade of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Hanover Insurance has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.

Performance of an Industry PlayerHanover Insurance belongs to the Zacks Insurance - Property and Casualty industry. Another stock from the same industry, Progressive (PGR - Free Report) , has gained 1.2% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.

Progressive reported revenues of $23.01 billion in the last reported quarter, representing a year-over-year change of +6.4%. EPS of $4.85 for the same period compares with $4.88 a year ago.

Progressive is expected to post earnings of $3.98 per share for the current quarter, representing a year-over-year change of -1.7%. Over the last 30 days, the Zacks Consensus Estimate has changed +9.3%.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Progressive. Also, the stock has a VGM Score of B.
2026-08-30 19:26 10d ago
2026-08-25 18:23 15d ago
Pomerantz vyšetřuje AECOM po slabých výsledcích
ACM Aecom Technology Corporation
FMP Stock News 78
Original source text
NEW YORK, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of AECOM (“AECOM” or the “Company”) (NYSE: ACM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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

[Click here for information about joining the class action]

On May 11, 2026, AECOM announced its second quarter fiscal 2026 results, including, in relevant part, that quarterly operating cash flow was $4 million, down 98% year over year, and adjusted free cash flow which swung to negative $27 million. In the accompanying earnings call, the Company’s Chief Financial Officer, Gaurav Kapoor, revealed that “longer-than-anticipated claim resolution on certain projects” among other things, impacted the quarter. Kapoor further stated these were “projects we bid in fiscal year 2019 and 2020, two projects” for two clients, and that “individual claims for these two clients have gone through the resolution process. And we’ve been successful on each one of them. But it’s just been very slow and dragged out on the resolution process. That is what has surprised us as to how long the process has taken.” Then, on May 12, 2026, AECOM filed its quarterly report on Form 10-Q, which showed that significant claims recorded in contract assets and other non-current assets were approximately $680 million as of March 31, 2026, compared with approximately $400 million as of September 30, 2025. 

Following these disclosures, AECOM’s stock price fell $9.55 per share, or 12%, to close at $69.95 per share on May 12, 2026. 

Then, on August 11, 2026, AECOM reported weaker-than-expected results for the third quarter of 2026, which were impacted by a $337 million pre-tax loss related to the delayed completion of a construction management project. 

On this news, AECOM’s stock price fell $6.25 per share, or 8.53%, to close at $67.05 per share on August 11, 2026.

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2026-08-30 19:26 10d ago
2026-08-28 12:55 13d ago
GitLab ve 2Q očekává výnosy 272 až 274 milionů USD
GTLB Gitlab
FMP Stock News 78
Original source text
Key Takeaways GitLab expects Q2 revenues of $272-$274 million, with non-GAAP earnings of 17-18 cents per share. Cloud demand is rising, with SaaS revenue up 37% and code pushes across paid customers up 49%. GitLab Duo Agent Platform neared $20 million in paid consumption run rate after its first full quarter GitLab (GTLB - Free Report) is set to release its second-quarter fiscal 2027 results on Sept. 1, 2026.

For the second quarter of fiscal 2027, GitLab expects revenues between $272 million and $274 million. Non-GAAP earnings for the fiscal second quarter are expected to be between 17 cents and 18 cents per share.

The Zacks Consensus Estimate for second-quarter fiscal 2027 revenues is pegged at $273.30 million, representing a 15.82% increase from the year-ago quarter’s reported figure.

The consensus mark for earnings has remained unchanged at 18 cents per share over the past 30 days. GitLab reported earnings of 24 cents per share in the year-ago quarter.

GTLB beat the Zacks Consensus Estimate in each of the last four quarters, delivering an average earnings surprise of 30.11%.

Let us see how things have shaped up for the upcoming announcement.

Key Factors to NoteGitLab’s fiscal second-quarter performance is expected to have benefited from continued strength in its enterprise DevSecOps business, rising customer adoption and expanding demand for AI-enabled software development. In the first quarter of fiscal 2027, revenues rose 23% year over year to $264 million, while customers generating more than $100,000 in annual recurring revenue increased 18% to 1,519. Dollar-based net retention stood at 117%. Gross bookings growth also reached its highest level in four quarters. New-logo growth increased 30% year over year, supported by product-led growth and expanding sales capacity.

Rising demand for GitLab’s cloud offerings is expected to have benefited the GTLB’s to-be-reported quarter’s performance. GitLab Dedicated surpassed $70 million in annual recurring revenue, while SaaS revenues increased 37% year over year in the first quarter of fiscal 2027. Platform activity remained strong, with code pushes across paid SaaS customers increasing 49% year over year and CI pipeline growth accelerating to 38% in April 2026. The company’s cloud-neutral architecture and platform reliability could further help it capture enterprise demand as AI workloads increase infrastructure requirements.

The company is also likely to benefit from increasing adoption of GitLab Duo Agent Platform (DAP). DAP generated nearly $20 million in paid consumption run rate at the end of its first full quarter, while its fiscal first-quarter net ARR contribution exceeded the combined contribution of Duo Pro and Duo Enterprise in any prior quarter. The company expanded collaborations with AWS and Google Cloud so customers can power DAP with Amazon Bedrock or Vertex AI, aligning spend with existing cloud commitments.

However, intense competition, seat contraction in price-sensitive cohorts and execution risk as GitLab reduces headcount and exits certain countries are expected to have affected the company’s to-be-reported quarter’s performance.

What Our Model SaysPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.

GTLB currently has an Earnings ESP of 0.00% and carries a Zacks Rank of 3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:

Dell Technologies (DELL - Free Report) has an Earnings ESP of +6.20% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Dell Technologies shares have gained 275.1% in the year-to-date period. Dell Technologies is set to report second-quarter fiscal 2027 results on Sept. 1.

Docusign (DOCU - Free Report) has an Earnings ESP of +1.73% and a Zacks Rank #2.

Shares of Docusign have plunged 6.8% year to date. Docusign is set to report the second-quarter fiscal 2027 results on Sept. 3.

Hewlett-Packard (HPE - Free Report) has an Earnings ESP of +6.54% and a Zacks Rank #2 at present.

Shares of Hewlett-Packard have rallied 126.5% year to date. Hewlett-Packard is slated to report fiscal third-quarter 2026 results on Sept. 2.
2026-08-30 19:26 10d ago
2026-08-27 03:55 14d ago
Bamco nakoupila nový podíl v LPL Financial
LPLA LPL Financial Holdings
FMP Stock News 78
Original source text
Bamco Inc. NY purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 114,224 shares of the financial services provider’s stock, valued at approximately $32,175,000. Bamco Inc. NY owned 0.15% of LPL Financial at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the stock. Osterweis Capital Management Inc. purchased a new position in LPL Financial in the second quarter valued at about $26,000. Clearstead Advisors LLC lifted its stake in shares of LPL Financial by 3,650.0% in the fourth quarter. Clearstead Advisors LLC now owns 75 shares of the financial services provider’s stock worth $27,000 after buying an additional 73 shares during the last quarter. Core Wealth Advisors LLC bought a new position in LPL Financial in the 4th quarter worth $36,000. Physician Wealth Advisors Inc. raised its holdings in LPL Financial by 580.0% in the 1st quarter. Physician Wealth Advisors Inc. now owns 136 shares of the financial services provider’s stock worth $41,000 after acquiring an additional 116 shares during the period. Finally, Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in LPL Financial during the 4th quarter worth $50,000. Institutional investors and hedge funds own 95.66% of the company’s stock.

LPL Financial Stock Performance LPL Financial stock opened at $360.24 on Thursday. LPL Financial Holdings Inc. has a 12-month low of $260.15 and a 12-month high of $400.16. The stock has a 50-day simple moving average of $330.25 and a 200 day simple moving average of $315.00. The stock has a market capitalization of $28.37 billion, a price-to-earnings ratio of 28.73, a P/E/G ratio of 0.61 and a beta of 0.48. The company has a quick ratio of 2.39, a current ratio of 2.39 and a debt-to-equity ratio of 1.30.

LPL Financial (NASDAQ:LPLA – Get Free Report) last released its earnings results on Thursday, July 30th. The financial services provider reported $5.84 EPS for the quarter, beating the consensus estimate of $5.39 by $0.45. LPL Financial had a return on equity of 32.20% and a net margin of 5.13%.The company had revenue of $5.19 billion during the quarter, compared to analysts’ expectations of $5.04 billion. During the same period last year, the firm earned $4.51 EPS. The business’s revenue for the quarter was up 35.2% on a year-over-year basis. On average, research analysts anticipate that LPL Financial Holdings Inc. will post 24.09 earnings per share for the current fiscal year. LPL Financial Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 14th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Friday, August 14th. LPL Financial’s dividend payout ratio is 9.57%.

Analyst Upgrades and Downgrades A number of research firms have issued reports on LPLA. William Blair reaffirmed an “outperform” rating on shares of LPL Financial in a report on Thursday, June 4th. Barclays increased their price objective on LPL Financial from $394.00 to $401.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. Weiss Ratings restated a “hold (c)” rating on shares of LPL Financial in a research note on Friday, July 24th. UBS Group dropped their target price on shares of LPL Financial from $395.00 to $391.00 and set a “buy” rating on the stock in a research report on Wednesday, July 8th. Finally, Morgan Stanley lifted their target price on LPL Financial from $374.00 to $387.00 and gave the stock an “overweight” rating in a research report on Friday, July 10th. Twelve research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, LPL Financial currently has an average rating of “Moderate Buy” and a consensus target price of $406.69.

Get Our Latest Stock Report on LPLA

Insiders Place Their Bets In other news, Director Greg Gates sold 4,119 shares of LPL Financial stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $355.38, for a total transaction of $1,463,810.22. Following the transaction, the director owned 23,602 shares in the company, valued at $8,387,678.76. The trade was a 14.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Aneri Jambusaria sold 308 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $306.00, for a total transaction of $94,248.00. Following the completion of the transaction, the director owned 6,415 shares of the company’s stock, valued at $1,962,990. This trade represents a 4.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 5,427 shares of company stock worth $1,910,778 over the last ninety days. 0.60% of the stock is currently owned by corporate insiders.

LPL Financial Company Profile (Free Report)

LPL Financial (NASDAQ: LPLA) is a U.S.-focused financial services firm that provides brokerage, custodial and advisory platforms to independent financial advisors, registered investment advisers and institutions. Operating primarily as an independent broker-dealer and custodian, the company supports a network of advisors with the operational, compliance and clearing infrastructure needed to manage client accounts and deliver investment advice outside of traditional wirehouse models.

The firm’s product and service offerings include trade execution and clearing, custody services, retirement plan services, model portfolio and advisory platforms, wealth management technology, investment research and product access across equities, fixed income, mutual funds, exchange-traded funds and insurance and annuity solutions.

Featured Articles Five stocks we like better than LPL Financial Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks? Want to see what other hedge funds are holding LPLA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report).

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2026-08-30 19:26 10d ago
2026-08-25 14:36 16d ago
BridgeBio zvýšila tržby o 120 % při vysokém ocenění
BBIO BridgeBio Pharma
FMP Stock News 78
Original source text
Key Takeaways BridgeBio's second-quarter 2026 revenues jumped 120%, driven by rapid growth in Attruby sales.Three potential U.S. launches could broaden BBIO's revenue base over the next 12 months.BBIO trades at a 11.96 EV-to-sales ratio, well above its comparison groups. BridgeBio Pharma (BBIO - Free Report) is entering a pivotal commercial stretch. Attruby is scaling quickly, while three late-stage candidates could widen the company’s revenue base over the next year.

The trade-off is a demanding valuation alongside continued losses, product concentration and launch risk. The investment case therefore depends on whether commercial expansion can justify BBIO’s premium to its comparison groups.

BBIO’s Growth Case Starts With AttrubySecond-quarter 2026 revenues jumped 120% year over year to $243.7 million, topping the Zacks Consensus Estimate of $222.6 million. Attruby generated $222.4 million in U.S. product sales, more than triple the $71.5 million reported a year earlier.

Attruby’s first-half 2026 U.S. sales reached $403 million. The Zacks Consensus Estimate calls for 2026 revenues of $1,008 million, while BridgeBio estimates that diagnosed U.S. ATTR-CM patients increased from fewer than 5,000 in 2019 to more than 50,000 in 2025. The expanding diagnosed population supports Attruby’s commercial opportunity.

BridgeBio’s Pipeline Could Broaden Revenue SourcesBridgeBio is preparing for three potential U.S. product launches over the next 12 months. BBP-418 is under FDA review for limb-girdle muscular dystrophy type 2I/R9, with a decision expected by Nov. 27, 2026. If approved, it could become the first therapy for this patient population.

Encaleret is under review for autosomal dominant hypocalcemia type 1, with an FDA decision expected by May 8, 2027. BridgeBio also submitted infigratinib for achondroplasia in the third quarter of 2026 and is targeting a potential launch in early to mid-2027. A $1 billion preferred equity financing closed July 1 to support current and planned launches.

BBIO’s Valuation Demands Strong ExecutionBBIO trades at a forward 12-month enterprise-value-to-sales ratio of 11.96 versus 2.87 for the Zacks sub-industry, 2.58 for the Zacks Medical sector and 4.84 for the S&P 500. Shares have gained 24% in the past three months and 71.4% in the past year.

The current multiple is below BBIO’s five-year median of 34.62, but the gap versus broader comparison groups remains substantial. That premium makes regulatory delays, slower product uptake or weaker-than-expected Attruby share gains more consequential for investors.

BridgeBio Still Faces Concentration and Launch RisksAttruby remains BridgeBio’s only approved commercial product. Pfizer Inc. (PFE - Free Report) continues to market Vyndamax for ATTR-CM, while Alnylam Pharmaceuticals, Inc. (ALNY - Free Report) has Amvuttra approved for ATTR-CM. BridgeBio said Attruby’s estimated frontline share rose two to three percentage points in the second quarter, but payer access and continued clinical differentiation remain important for further gains.

Execution risk extends beyond Attruby. BridgeBio must build physician awareness, identify eligible patients and secure reimbursement for potential new products. The company also reported a second-quarter loss of 78 cents per share versus the consensus loss estimate of 64 cents, while research and development expenses rose 34% and selling, general and administrative expenses increased 44%.

BBIO’s Style Scores Favor Growth Over ValueThe balance of rapid sales expansion, a broader potential product base and a steep relative valuation supports a measured stance rather than an aggressive directional call. Commercial progress could strengthen the case, but regulatory and launch execution remain central to the outlook.

BBIO currently carries a Zacks Rank #3 (Hold), which supports a measured posture. Its Growth Score of B indicates relatively favorable growth characteristics. By contrast, its Value Score of F and Momentum Score of D point to weaker valuation and momentum characteristics, while its VGM Score of D shows that the combined style profile is not broadly favorable. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-30 19:25 10d ago
2026-08-25 14:36 16d ago
BBIO vykázala z Attruby tržby 403 milionů USD
BBIO BridgeBio Pharma
FMP Stock News 78
Original source text
Key Takeaways Attruby sales reached $403 million in the first half of 2026, supporting BBIO's growth.BBP-418, encaleret and infigratinib offer catalysts that could broaden BBIO's commercial base.BBIO's 12.0X forward EV/Sales valuation leaves less room for execution or regulatory setbacks. BridgeBio Pharma (BBIO - Free Report) shares have gained 24% in the past three months, far ahead of the S&P 500’s 0.7% rise over the same period. The move leaves investors weighing whether improving commercial and pipeline momentum can support further gains.

Attruby’s growth and multiple regulatory catalysts strengthen the fundamental case. Still, a rich valuation and meaningful execution risk leave less room for disappointment after the recent advance.

BBIO’s Three-Month Rally Sets a Higher BarThe stock’s three-month gain extends a much larger 71.4% advance over the past year. That compares with gains of 6.6% for its Zacks sub-industry and 12.4% for the Zacks Medical sector over three months.

Over the past year, the sub-industry and sector rose 32.5% and 13.1%, respectively. BBIO’s outperformance raises the bar for future results, making continued operating progress more important as investors assess the next leg of the stock’s move.

Attruby Growth Gives BBIO Fundamental SupportAttruby generated $403 million in U.S. sales during the first half of 2026 after producing $362.4 million in 2025. BridgeBio also said Attruby continued gaining share among treatment-naive patients in the second quarter, while diagnosed ATTR-CM patients in the United States exceeded 50,000 in 2025.

The competitive backdrop remains important. Pfizer Inc. (PFE - Free Report) remains an established competitor through the Vyndaqel family. Alnylam Pharmaceuticals, Inc. (ALNY - Free Report) also competes with Amvuttra in ATTR-CM. Continued first-line adoption and broader diagnosis will therefore be key to sustaining Attruby’s growth.

BBIO’s Pipeline Adds Near-Term Upside CatalystsBBP-418 is the closest major regulatory event, with an FDA decision expected by Nov. 27, 2026, for limb-girdle muscular dystrophy type 2I/R9. If approved, it could become the first therapy for that patient population, and BridgeBio has said it is prepared to launch upon approval.

Encaleret has an FDA decision date of May 8, 2027, for autosomal dominant hypocalcemia type 1. Infigratinib adds another potential launch, with BridgeBio targeting early to mid-2027 in achondroplasia. Successful approvals would broaden the commercial base beyond Attruby.

Valuation Could Limit Further BBIO UpsideBBIO trades at 12.0X forward 12-month EV/Sales, well above 2.9X for its Zacks sub-industry and 2.6X for the Zacks Medical sector. The S&P 500 trades at 4.8X on the same measure.

That premium leaves less valuation support if commercial execution slows or regulatory outcomes disappoint. Continued Attruby growth and successful pipeline conversion may be needed for the stock to sustain a premium multiple after its recent rally.

BBIO’s Mixed Signals Keep Expectations in CheckThe bottom line is that BBIO has credible growth drivers, but the stock already discounts meaningful progress. Attruby is scaling quickly and several late-stage assets could diversify revenues, while competition, regulatory risk and valuation remain important offsets.

BBIO currently carries a Zacks Rank #3 (Hold), with a Growth Score of B, Value Score of F, Momentum Score of D and VGM Score of D. The favorable Growth Score points to stronger growth characteristics, but the weaker value, momentum and combined scores temper the near-term setup. That mix supports a measured view rather than assuming the three-month rally will continue at the same pace. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-30 19:25 10d ago
2026-08-26 07:30 15d ago
BridgeBio oznámila první podání v rámci studie ASCEND-ATTR s acoramidisem
BBIO BridgeBio Pharma
FMP Stock News 86
Original source text
 | Source: BridgeBio Pharma, Inc.

- The ASCEND-ATTR study builds on the Phase 3 ATTRibute-CM CMR substudy results previously shared here, which indicated treatment with acoramidis may improve cardiac structure and function with evidence of amyloid regression in a subset of patients

- ATTR-CM has long been treated as a disease where progression can be slowed, but these findings raise the possibility that acoramidis may be capable of reversing progression and actively restoring heart health. TTR stabilization with acoramidis may allow the body's natural amyloid clearance mechanisms to outpace amyloid formation, thereby enabling cardiac remodeling and functional recovery

- ASCEND-ATTR will determine whether long-term acoramidis treatment is associated with sustained improvement in cardiac structural disease damage, function, and amyloid burden

- Additional data from the CMR substudy of ATTRibute-CM and its open-label extension compared to a natural history cohort will be shared at the ESC Congress 2026

PALO ALTO, Calif., Aug. 26, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) (“BridgeBio” or the “Company”), a commercial-stage, multi-product biopharmaceutical company focused on developing medicines for genetic conditions, announced today that the first participant has been dosed in ASCEND-ATTR, a Phase 3b/4 study designed to further characterize the long-term effects of acoramidis on the improvement of cardiac structure, function, and amyloid burden in individuals with transthyretin amyloid cardiomyopathy (ATTR-CM). Acoramidis is the only selective small molecule, orally administered, near-complete (≥90%) transthyretin (TTR) stabilizer.

“Serial cardiac imaging from the ATTRibute-CM CMR substudy gave us the first real signal that TTR stabilization can do more than slow disease progression, it may allow the heart to recover function and remodel favorably over time,” said Ahmad Masri, M.D., M.S. of Oregon Health and Science University. “ASCEND-ATTR will allow us to study these structural and functional changes prospectively and in far greater depth, across a notably larger patient cohort and with two complementary imaging modalities, to better understand the extent to which favorable remodeling can be achieved with long-term acoramidis treatment.”

ASCEND-ATTR is a single-arm, prospective, longitudinal, open-label study that will enroll approximately 150 participants with ATTR-CM. Cardiovascular magnetic resonance (CMR) and cardiac echocardiography will be performed annually over 36 months. The primary efficacy endpoint is responder status at Month 36 by CMR, based on improvement from baseline in LV systolic function. Secondary endpoints include CMR measures of cardiac function, structure, and amyloid burden at Month 36, along with echocardiographic measures, circulating biomarkers, and imaging assessments at Months 12 and 24. This study reflects BridgeBio's relentless pursuit in advancing care and addressing the unmet needs of the ATTR-CM community.

The previously presented CMR substudy of ATTRibute-CM found treatment with acoramidis suggested disease improvement across multiple measurements of cardiac structure and function through month 30, including mean improvement from baseline in Left Ventricular Mass Index (LVMi), Left Ventricular Stroke Volume Index (LVSVi), and Left Ventricular Ejection Fraction (LVEF) with evidence of amyloid regression in a subset of patients. TTR stabilization with acoramidis may allow the rate of innate amyloid clearance mechanisms to exceed the rate of amyloid formation, thereby enabling cardiac remodeling and functional recovery. These findings suggest acoramidis may be capable of altering the trajectory of this otherwise progressive disease and actively restoring heart health. Additional data from the CMR substudy of ATTRibute-CM and its open-label extension compared to a natural history cohort will be shared at the European Society of Cardiology (ESC) Congress 2026.

More information on ASCEND-ATTR (NCT07695701) can be found here on clinicaltrials.gov.

About Attruby™ (acoramidis)
INDICATION
Attruby is a transthyretin stabilizer indicated for the treatment of the cardiomyopathy of wild-type or variant transthyretin-mediated amyloidosis (ATTR-CM) in adults to reduce cardiovascular death and cardiovascular-related hospitalization.

IMPORTANT SAFETY INFORMATION
Adverse Reactions
Diarrhea (11.6% vs 7.6%) and upper abdominal pain (5.5% vs 1.4%) were reported in patients treated with Attruby versus placebo, respectively. The majority of these adverse reactions were mild and resolved without drug discontinuation. Discontinuation rates due to adverse events were similar between patients treated with Attruby versus placebo (9.3% and 8.5%, respectively).

About BridgeBio Pharma, Inc.
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube, and TikTok.

BridgeBio Forward-Looking Statements
This press release contains forward-looking statements. Statements in this press release may include statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended (the Securities Act), and Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act), which are usually identified by the use of words such as “anticipates,” “believes,” “continues,” “estimates,” “expects,” “hopes,” “intends,” “may,” “plans,” “projects,” “remains,” “seeks,” “should,” “will,” and variations of such words or similar expressions. BridgeBio intends these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements include statements regarding the potential clinical significance and therapeutic implications of the data regarding acoramidis, including the potential for acoramidis to improve cardiac structure and function, promote cardiac remodeling and functional recovery, alter or reverse the progression of ATTR-CM, and restore heart health; the potential for TTR stabilization with acoramidis to allow innate amyloid clearance mechanisms to exceed the rate of amyloid formation and thereby enable cardiac remodeling and functional recovery; the design, conduct, enrollment, timing, endpoints and anticipated ability of ASCEND-ATTR to further characterize the long-term effects of acoramidis on cardiac structure, function and amyloid burden, including whether long-term treatment with acoramidis is associated with sustained improvement in cardiac structural disease damage, function and amyloid burden; and BridgeBio’s plans to present additional data from the CMR substudy of ATTRibute-CM and its open-label extension at future medical meetings. Although the Company believes that its plans, intentions, expectations and strategies as reflected in or suggested by those forward-looking statements are reasonable, the Company can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the forward-looking statements and will be affected by a number of risks, uncertainties and assumptions, including, but not limited to, initial and ongoing data from the Company’s clinical trials not being indicative of final data; the design, enrollment, conduct, timing and success of ongoing and planned clinical trials, including ASCEND-ATTR; the risk that results from subgroup analyses or other analyses may not be predictive of future clinical outcomes or treatment effects; that observed improvements in cardiac structure, function or amyloid burden may not be replicated in additional analyses or studies or translate into improved long-term clinical outcomes; that mechanistic interpretations of observed data, including the potential relationship between TTR stabilization, innate amyloid clearance, cardiac remodeling and functional recovery, may not be borne out by further analyses or additional data; that ASCEND-ATTR may not demonstrate sustained improvement in cardiac structure, function or amyloid burden or otherwise confirm the findings or therapeutic implications suggested by prior analyses; that plans to present additional data may change; the impacts of current macroeconomic and geopolitical events, including changing conditions from hostilities in Ukraine and in Israel and the Middle East, increasing rates of inflation and changing interest rates, on business operations and expectations, as well as those risks set forth in the Risk Factors section of the Company’s most recent Quarterly Report on Form 10-Q and Annual Report on Form 10-K and the Company’s other filings with the U.S. Securities and Exchange Commission. Moreover, the Company operates in a very competitive and rapidly changing environment in which new risks emerge from time to time. These forward-looking statements are based upon the current expectations and beliefs of the Company’s management as of the date of this press release, and are subject to certain risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Except as required by applicable law, BridgeBio assumes no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.

BridgeBio Media Contact: 
Kaitlyn Reilly, Director, Communications
[email protected] 
(650)-789-8220 

BridgeBio Investor Contact: 
Kristen Kelleher, Director, Investor Relations 
[email protected] 
2026-08-30 19:25 10d ago
2026-08-30 10:00 11d ago
Acoramidis může zvrátit poškození srdce u ATTR-CM
BBIO BridgeBio Pharma
FMP Stock News 92
Original source text
 | Source: BridgeBio Pharma, Inc.

- Acoramidis is the first therapy shown to potentially reverse cardiac structural disease progression and functional decline through 42 months based on CMR imaging, with up to half of patients showing clinically meaningful improvement in cardiac function in the completer analysis

- Patients treated with acoramidis were observed to have an unprecedented 65 additional days alive and out of the hospital by Month 36 versus baseline placebo patients

- Acoramidis demonstrated long-term efficacy and safety through 54 months across variant ATTR-CM subgroups, including p.Val142Ile and non-p.Val142Ile. These findings were simultaneously published in the European Journal of Heart Failure

PALO ALTO, Calif., Aug. 30, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) (“BridgeBio” or the “Company”), a commercial-stage, multi-product biopharmaceutical company focused on developing medicines for genetic conditions, presented new analyses from the Phase 3 ATTRibute-CM study of Attruby® (acoramidis) in transthyretin amyloid cardiomyopathy (ATTR-CM), including the cardiac magnetic resonance imaging (CMR) substudy and the open-label extension (OLE) at the European Society of Cardiology (ESC) Congress 2026. Acoramidis is the only selective small molecule, orally administered, near-complete (≥90%) transthyretin (TTR) stabilizer.

“The clinical community is excited about the potential to restore heart health found in these data. For a long time, patients living with ATTR-CM could only hope for a stop to the otherwise relentless progression of disease. These new CMR data from ATTRibute-CM shows evidence of reversal in a meaningful proportion of individuals treated with acoramidis, with roughly half showing improved left ventricular systolic function in the completer analysis, more than 2x the proportion observed in the natural history from a NAC cohort or in ATTRibute-CM participants treated with placebo. These findings support acoramidis as a therapy capable of altering the trajectory of this otherwise progressive disease,” said Marianna Fontana, M.D. of University College London, UK. “For patients and clinicians navigating ATTR-CM, this is an exciting signal that the treatment paradigm is shifting toward a therapy that could actively restore heart health rather than only manage decline.”

The CMR substudy of ATTRibute-CM and its open-label extension provide the first evidence from serial CMR that a therapy can potentially reverse disease progression through Month 42. The findings presented by Awais Sheikh, MBChB of the National Amyloidosis Centre, London, UK were evaluated using two complementary analytical approaches, which found:

In a completer analysis, clinically meaningful improvement from baseline in left ventricular (LV) systolic function was observed in 54% of acoramidis-treated patients versus 20% of placebo-treated patients at Month 30, and in 53% of continuous-acoramidis patients at Month 42For context, only 26% of completers in an independent natural history cohort demonstrated improved LV systolic function by Month 24 – approximately half the rate observed with acoramidis, suggesting that this magnitude of improvement falls outside the expected natural course of diseaseIn a conservative analysis, long-term acoramidis treatment was associated with clinically meaningful improvement from baseline in LV systolic function in approximately one-third of patients over 30-42 months. Improvement was observed in 34% of acoramidis-treated patients versus 9% of placebo-treated patients at Month 30 and in 30% of continuous-acoramidis patients at Month 42In addition, 46% of patients receiving continuous acoramidis demonstrated improvement from baseline in LV mass index at Month 42, providing evidence of favorable structural remodelingThese results provided sufficient evidence for BridgeBio to recently dose its first participant in ASCEND-ATTR, a Phase 3b/4 study designed to determine if acoramidis is associated with sustained improvement in myocardial structural disease progression, function and amyloid burden In a post-hoc analysis of ATTRibute-CM presented by Richard Wright, M.D. of the Pacific Heart Institute, U.S., acoramidis preserved significantly more time alive outside the hospital for patients with ATTR-CM. The analysis evaluated days lost to death and/or cardiovascular-related hospitalization (DLDCVH), a patient-centered measure that integrates all-cause mortality, cardiovascular-related hospitalizations, and length of stay into a single assessment of disease burden. Key findings included:

In participants with ATTR-CM, acoramidis reduced the estimated mean percentage of DLDCVH to 7.5% versus 11.7% with placebo through Month 30Acoramidis preserved more than one month of additional time alive and out of the hospital (38 days) over 30 months with the benefit nearly doubling to 65 days (observed) over three years, and nearly tripling to up to 94 days (modelled estimates) over three years, reflecting progressive divergence in outcomes over time The p.Val142Ile genetic variant is the most common ATTR-CM genetic variant globally, disproportionately affecting individuals of Western African ancestry, with a carrier frequency of 3-4% in the U.S. Black population. Findings in the ATTRibute-CM OLE presented by Kevin Alexander, M.D. of Stanford University School of Medicine, U.S. showed continued benefit of acoramidis in 56 variant ATTR-CM (ATTRv-CM) patients, including 35 p.Val142Ile and 21 non-p.Val142Ile patients through Month 54, demonstrating:

All-cause mortality (ACM) and cardiovascular mortality (CVM) were markedly lower in the continuous acoramidis arm versus placebo-to-acoramidis across both p.Val142Ile and non-p.Val142Ile variant subgroupsThrough Month 54, ACM was 30.4% with continuous acoramidis versus 66.7% with placebo-to-acoramidis in the p.Val142Ile subgroup, and 24.3% with continuous acoramidis versus 57.9% with placebo-to-acoramidis across the overall ATTRv-CM population, a consistent, more than two-fold difference in mortality favoring continuous treatmentThe ACM and CVM rates at Month 54 were notably high (~65%) in the p.Val142Ile group who were randomized to placebo in ATTRibute-CM, underscoring the substantial unmet medical need in this high-risk subgroupContinuous acoramidis achieved sustained increases in serum TTR (sTTR) and persistent attenuation of N-terminal pro-B-type natriuretic peptide (NT-proBNP) rise through Month 54 in both participants with p.Val142Ile or non-p.Val142Ile variantsThese Month 54 findings extend the survival benefit and favorable biomarker trends previously reported at Month 30, demonstrating the long-term durability of efficacy and safety of acoramidis in ATTRv-CM, including in the p.Val142Ile subgroupAcoramidis remained well tolerated through Month 54, with no new safety signals observed in the OLE In addition to the one oral presentation and two moderated posters highlighted, two additional moderated posters on acoramidis were shared at the ESC Congress 2026, including:

Acoramidis Improves Health-Related Quality of Life in Wild-Type and Variant Transthyretin Amyloid Cardiomyopathy: An EQ-5D-5L Subgroup Analysis from ATTRibute-CM, presented by Emer Joyce, M.D., Ph.D. of The Mater Misericordiae University Hospital, IE Treatment with acoramidis resulted in significant and clinically meaningful benefits in health-related quality of life (HRQoL) in both wild-type ATTR-CM (ATTRwt-CM) and ATTRv-CM. Greater impact on HRQoL versus placebo was observed in participants with ATTRv-CM Improvement of Health Status with Acoramidis in Patients with Wild-Type and Variant Transthyretin Amyloid Cardiomyopathy: KCCQ Domains Analysis from the ATTRibute-CM Study, presented by Nitasha Sarswat, M.D. of University of Chicago Medical Center, U.S. In ATTRibute-CM, acoramidis attenuated the decline in heart failure-related health status versus placebo in participants with ATTRwt-CM and ATTRv-CM, with consistent benefits observed across Kansas City Cardiomyopathy Questionnaire Overall Summary (KCCQ-OS) and individual domain scores. A numerical improvement was observed across almost all KCCQ domains in acoramidis-treated participants with ATTRwt-CM and ATTRv-CM relative to placebo As part of BridgeBio's partnership with Yale's Cardiovascular Data Science (CarDS) Lab to advance AI networks for earlier detection of ATTR-CM, three posters were presented at the ESC Congress 2026. Findings from the partnership included:

A Novel AI-Derived Digital Biomarker for Monitoring Disease Progression in ATTR-CM: First-In-Trial Use of a Computer Vision AI-ECG Algorithm within a Phase 3 Pivotal Randomized Controlled Trial, presented by Rohan Khera, M.D. of Yale School of Medicine, U.S. This showed the first deployment of a computer vision AI-ECG algorithm, operating directly on ECG data, as a digital biomarker in a RCT (ATTRibute-CM). An image-based AI-ECG algorithm demonstrated discrimination across clinical subgroups at baseline and detected differential longitudinal changes between acoramidis and placebo over 30 months. These findings support the potential role of AI-ECG derived prediction scores as a scalable digital biomarker in clinical trials and potential routine cardiovascular care A Fully Decentralized, Patient-Led Digital Registry for ATTR-CM Integrating Multisystem EHR and Wearable Data: The DISCOVER-ATTR Study, presented by Aline Pedroso, Ph.D. of Yale School of Medicine A fully decentralized, patient-led digital registry can successfully aggregate longitudinal multisystem electronic health records (EHR) data and wearable physiologic signals in ATTR-CM. Early results show substantial data yield and feasibility of longitudinal mapping of care trajectories and multimodal risk prediction, providing a blueprint for next-generation registries in rare cardiovascular diseases Nationwide U.S. Federated Deployment of Artificial Intelligence for Multimodal Screening of ATTR Cardiomyopathy: First Multicenter Analysis from the TRACE-AI Network, presented by Bruno Batinica, MBChB of Yale School of Medicine In this largest-ever deployment of AI-electrocardiogram and AI-Echo models for opportunistic retrospective screening of individuals at risk of ATTR-CM, we demonstrate a large burden of probable undiagnosed ATTR-CM with prognostic implications. Leveraging this framework for screening holds promise for enabling broad, timely identification of patients to maximize the overall benefit of new therapies Acoramidis is approved as Attruby® by the U.S. FDA and is approved as BEYONTTRA® by the European Medicines Agency (EMA), Japanese Pharmaceuticals and Medical Devices Agency, Swissmedic, the Swiss Agency for Therapeutic Products, the UK Medicines and Healthcare Products Regulatory Agency, and the Brazilian Health Regulatory Agency (ANVISA) with all labels specifying near-complete stabilization of TTR.

Additional data on the benefit of Attruby for individuals with ATTR-CM is planned for future medical meetings, including Heart Failure Society of America (HFSA) Annual Scientific Meeting 2026, taking place in Phoenix, Arizona on October 9-12, 2026.

About Attruby® (acoramidis)
INDICATION
Attruby is a transthyretin stabilizer indicated for the treatment of the cardiomyopathy of wild-type or variant transthyretin-mediated amyloidosis (ATTR-CM) in adults to reduce cardiovascular death and cardiovascular-related hospitalization.

IMPORTANT SAFETY INFORMATION
Adverse Reactions
Diarrhea (11.6% vs 7.6%) and upper abdominal pain (5.5% vs 1.4%) were reported in patients treated with Attruby versus placebo, respectively. The majority of these adverse reactions were mild and resolved without drug discontinuation. Discontinuation rates due to adverse events were similar between patients treated with Attruby versus placebo (9.3% and 8.5%, respectively).

BridgeBio Forward-Looking Statements
This press release contains forward-looking statements. Statements in this press release may include statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended (the Securities Act), and Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act), which are usually identified by the use of words such as “anticipates,” “believes,” “continues,” “estimates,” “expects,” “hopes,” “intends,” “may,” “plans,” “projects,” “remains,” “seeks,” “should,” “will,” and variations of such words or similar expressions. BridgeBio intends these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements include statements regarding the potential clinical significance and therapeutic implications of the data presented regarding acoramidis, including the potential clinical and therapeutic implications of observed changes in cardiac structure and function and the potential for acoramidis to alter the trajectory of ATTR-CM and restore heart health; the potential utility of AI-based tools and digital biomarkers for the detection, monitoring and screening of ATTR-CM in clinical trials and clinical practice; and BridgeBio’s plans to present additional data regarding Attruby at future medical meetings. Although the Company believes that its plans, intentions, expectations and strategies as reflected in or suggested by those forward-looking statements are reasonable, the Company can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the forward-looking statements and will be affected by a number of risks, uncertainties and assumptions, including, but not limited to, initial and ongoing data from the Company’s clinical trials not being indicative of final data, the design and success of ongoing and planned clinical trials, the risk that results from post hoc analyses, subgroup analyses or other analyses may not be predictive of future clinical outcomes or treatment effects, that observed improvements in cardiac structure, function or other measures may not be replicated in additional analyses or studies or translate into improved long-term clinical outcomes, that the potential utility of AI-based tools and digital biomarkers may not be demonstrated in further studies or translate into routine clinical use, that plans to present additional data may change, the impacts of current macroeconomic and geopolitical events, including changing conditions from hostilities in Ukraine and in Israel and the Middle East, increasing rates of inflation and changing interest rates, on business operations and expectations, as well as those risks set forth in the Risk Factors section of the Company’s most recent Quarterly Report on Form 10-Q and Annual Report on Form 10-K and the Company’s other filings with the U.S. Securities and Exchange Commission. Moreover, the Company operates in a very competitive and rapidly changing environment in which new risks emerge from time to time. These forward-looking statements are based upon the current expectations and beliefs of the Company’s management as of the date of this press release, and are subject to certain risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Except as required by applicable law, BridgeBio assumes no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.

About BridgeBio
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube, and TikTok.

BridgeBio Media Contact:
Kaitlyn Reilly, Director, Communications
[email protected]
(650) 789-8220

BridgeBio Investor Contact:
Kristen Kelleher, Director, Investor Relations
[email protected]
2026-08-30 19:18 10d ago
2026-08-25 10:56 16d ago
MP Materials zlepšila provozní cash flow, volné zůstalo záporné
MP MP Materials Corp
FMP Stock News 78
Original source text
Key Takeaways MP Materials returned to positive operating cash flow in Q2 after five straight quarters of declines.Capital spending surged to about $230 million, pushing Q2 free cash flow to a $223.5 million outflow.Rising production costs and SG&A are pressuring cash flow as downstream expansion continues. MP Materials Corp. (MP - Free Report) returned to positive operating cash flow in the second quarter of 2026 after five consecutive quarters of declines. Operating cash flow was $6.8 million against an outflow of $3.6 million in the year-ago quarter. 

However, free cash flow was a negative $223.5 million in the second quarter compared with a negative $20.5 million in the year-ago quarter. This was due to a sharp increase in capital expenditures, which rose to around $230 million in the second quarter from $16.8 million in the year-ago quarter. The second quarter was particularly capital-intensive, following $77.4 million of spending in the first quarter of 2026.

Capital expenditures are related primarily to machinery, equipment and assets under construction to support both the company’s Independence Facility and 10X Facility, as well as various projects at Mountain Pass, including the heavy rare earth elements (HREE) facility and the chlor-alkali facilities.

Backed by the improvement in the second quarter, MP Materials generated $4.9 million of operating cash flow in the first six-month period of 2026, an improvement from the outflow of $66.9 million in the year-ago period. This was supported by higher product sales, $93.3 million received from the Department of War (DoW) under the Price Protection Agreement (PPA) and $19 million related to the 45X credit claimed on the company’s 2024 federal tax return. These benefits were partly offset by the absence of a $50 million deferred-revenue inflow recorded in the prior-year period related to a prepayment for magnetic precursor products.

Free cash flow remained negative at $302.8 million in the first half of 2026 compared with a negative $114 million a year earlier. Capital expenditures surged to approximately $307.7 million from $47.3 million in the year-ago period. 

MP Materials had last reported both positive operating and free cash flow in 2022, at $343.5 million and $22 million, respectively, benefiting from elevated rare earth prices and strong demand. Cash generation weakened sharply thereafter. Operating cash flow fell 82% to $62.7 million in 2023 and another 79% to $13.3 million in 2024, reflecting lower rare earth prices, inventory accumulation and investments to support downstream expansion. In 2025, the company reported $155.8 million in operating cash outflows and negative free cash flow of $304 million. 

MP Materials is seeing higher production costs as producing separated products is more costly than producing rare earth concentrates. Selling, general and administrative expenses have also increased as it expanded its workforce to support the downstream expansion. These factors have driven up operating expenses, keeping profits and cash flows under pressure.

Looking ahead, MP’s ongoing ramp-up of separated rare earth production at Mountain Pass, along with the expansion of magnetic precursor and magnet output at the Independence Facility, is expected to keep costs elevated in 2026. Ongoing investment in downstream capabilities is also likely to keep SG&A expenses elevated, maintaining pressure on near-term profitability and cash flows. 

On the positive side, neodymium-praseodymium (NdPr) production volumes are increasing as process optimization and ramp-up efforts progress. Higher sales volumes and support from the DoW PPA could help partially offset margin pressure and gradually stabilize MP Materials’ cash flow profile.

MP’s Price Performance, Valuation & EstimatesMP Materials’ shares have declined 20.6% in a year against the industry’s 51.6% growth. Other names in the space, like Energy Fuels Inc. (UUUU - Free Report) and USA Rare Earth Inc. (USAR - Free Report) , have gained 36.1% and 15.6%, respectively.

Image Source: Zacks Investment Research

MP is trading at a forward 12-month price/sales multiple of 15.43X, a significant premium to the industry’s 1.41X. Energy Fuels and USA Rare Earth are trading at 19.19X and 9.44X, respectively.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MP Materials’ 2026 earnings is pegged at 12 cents per share, indicating an improvement from the loss of 24 cents in 2025. The estimate for 2027 is 91 cents per share, indicating a 658.3% year-over-year improvement.

Image Source: Zacks Investment Research

The estimate for both 2026 and 2027 has, however, moved down in the past 60 days, as shown in the chart below.

Image Source: Zacks Investment Research

The company currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-30 19:18 10d ago
2026-08-30 04:24 11d ago
Connor Clark & Lunn koupil podíl v Badger Meter
BMI Badger Meter
FMP Stock News 78
Original source text
Connor Clark & Lunn Investment Management Ltd. acquired a new position in shares of Badger Meter, Inc. (NYSE:BMI – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 14,436 shares of the scientific and technical instruments company’s stock, valued at approximately $2,142,000.

Several other large investors also recently added to or reduced their stakes in BMI. Caitong International Asset Management Co. Ltd grew its position in Badger Meter by 76.5% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 150 shares of the scientific and technical instruments company’s stock worth $26,000 after acquiring an additional 65 shares during the period. Godfrey Financial Associates Inc. purchased a new stake in Badger Meter in the fourth quarter valued at $27,000. Dunhill Financial LLC purchased a new stake in Badger Meter in the second quarter valued at $28,000. Frazier Financial Advisors LLC acquired a new position in shares of Badger Meter in the 2nd quarter valued at $30,000. Finally, Brown Brothers Harriman & Co. lifted its stake in shares of Badger Meter by 62.3% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 185 shares of the scientific and technical instruments company’s stock valued at $33,000 after purchasing an additional 71 shares during the last quarter. 89.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes BMI has been the subject of several research reports. Zacks Research upgraded shares of Badger Meter from a “strong sell” rating to a “hold” rating in a report on Monday, July 6th. Weiss Ratings upgraded Badger Meter from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. JPMorgan Chase & Co. lowered their price target on Badger Meter from $172.00 to $170.00 and set an “overweight” rating for the company in a research report on Thursday, July 23rd. Seaport Research Partners set a $160.00 price objective on Badger Meter in a research note on Thursday, July 23rd. Finally, Barclays reiterated an “underweight” rating and issued a $112.00 price objective (up from $109.00) on shares of Badger Meter in a report on Tuesday, July 28th. Five equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $164.00.

Get Our Latest Stock Report on Badger Meter Badger Meter Stock Down 1.8% BMI opened at $135.68 on Friday. The firm has a market cap of $3.93 billion, a price-to-earnings ratio of 31.70, a price-to-earnings-growth ratio of 2.43 and a beta of 0.65. Badger Meter, Inc. has a 52 week low of $112.09 and a 52 week high of $204.00. The business’s 50 day moving average is $137.64 and its two-hundred day moving average is $138.74.

Badger Meter (NYSE:BMI – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The scientific and technical instruments company reported $1.02 EPS for the quarter, beating the consensus estimate of $1.01 by $0.01. Badger Meter had a net margin of 14.27% and a return on equity of 18.03%. The firm had revenue of $220.30 million during the quarter, compared to the consensus estimate of $220.59 million. During the same quarter in the prior year, the firm earned $1.17 EPS. Badger Meter’s revenue for the quarter was down 6.6% on a year-over-year basis. Equities analysts expect that Badger Meter, Inc. will post 4.5 EPS for the current fiscal year.

Badger Meter Increases Dividend The company also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 28th will be issued a $0.44 dividend. The ex-dividend date of this dividend is Friday, August 28th. This is a positive change from Badger Meter’s previous quarterly dividend of $0.40. This represents a $1.76 annualized dividend and a dividend yield of 1.3%. Badger Meter’s payout ratio is presently 37.38%.

Insider Activity In other news, VP Edward F. Callahan acquired 751 shares of Badger Meter stock in a transaction that occurred on Thursday, July 30th. The stock was purchased at an average price of $135.25 per share, for a total transaction of $101,572.75. Following the completion of the transaction, the vice president directly owned 1,937 shares in the company, valued at approximately $261,979.25. This trade represents a 63.32% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 1.00% of the stock is currently owned by company insiders.

About Badger Meter (Free Report)

Badger Meter, founded in 1905 and headquartered in Milwaukee, Wisconsin, is a global leader in flow measurement and control solutions. The company’s core business centers on the design, manufacture and sale of water meters, control valves and related accessories for municipal and industrial water utilities. Over its more than a century of operation, Badger Meter has built a reputation for precision engineering, durability and compliance with international regulatory standards.

The company’s product portfolio includes mechanical and ultrasonic water meters, electromagnetic flow meters for industrial applications, and a range of control valves that help utilities manage pressure and flow in distribution networks.

Further Reading Five stocks we like better than Badger Meter From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding BMI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Badger Meter, Inc. (NYSE:BMI – Free Report).

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2026-08-30 19:18 10d ago
2026-08-26 14:20 15d ago
MaxLinear zvedl výhled tržeb z AI optiky
MXL MaxLinear
FMP Stock News 86
Original source text
Key Takeaways MaxLinear Infrastructure revenues surged 145% to about $85M in Q2 2026 on AI optical demand. MXL raised 2026 optical data-center revenue guidance to $210-$230M, led by Keystone.MaxLinear expects initial Rushmore, Washington and Annapurna ramps in the second half of 2027. MaxLinear (MXL - Free Report) is benefiting from the accelerating artificial intelligence (AI) data-center optical transition, which is strengthening its Infrastructure business and expanding its presence across hyperscale networks. Infrastructure revenues reached roughly $85 million in the second quarter of 2026, surging 145% year over year and representing about half of total revenues. The momentum in high-speed optical connectivity is improving MXL’s ability to compete with Broadcom (AVGO - Free Report) and Marvell Technology (MRVL - Free Report) in the rapidly expanding AI data-center market.

A key growth driver is Keystone, MXL’s 5-nanometer, 100G-per-lane PAM4 DSP and SerDes platform. Keystone is ramping into high-volume production at major hyperscale customers across the United States and Asia for 400G and 800G deployments. The platform delivers almost 40% lower power consumption than competing solutions, an important advantage as AI data centers seek greater bandwidth without proportionate increases in power usage. Management noted that recent optical growth is increasingly being driven by 800G, which is expected to remain an important contributor into 2027.

MXL’s expanding Keystone customer adoption provides a foundation for further growth, creating opportunities to transition customers toward 1.6T Rushmore. Strong orders and better visibility prompted MXL to raise its 2026 optical data-center revenue expectation to $210-$230 million.  Management clarified that the more than $50-million increase in its 2026 optical revenue outlook was entirely attributable to Keystone, without assuming revenues from Washington or Annapurna.

MXL is preparing for the next generation of connectivity through Rushmore, its 1.6T PAM4 DSP operating at 200G per lane. Management believes Rushmore offers substantial performance and power advantages, along with differentiated supply-chain diversification and potential ASP upside as customers migrate to higher speeds. Rushmore, Washington TIAs and Annapurna Ethernet retimers are already sampling and undergoing customer qualification. Initial ramps at one or two opportunities are expected in the second half of 2027, followed by additional growth through 2028 and 2029. Washington can operate as a stand-alone TIA with other DSPs, expanding MXL’s opportunity in linear-drive pluggable optics and linear receive optics architectures.

The improving product mix should support profitability. MXL guided third-quarter 2026 non-GAAP gross margin to 58.5-61.5%, suggesting that the AI optical ramp could support revenue growth and profitability.

MXL Faces Tough CompetitionBroadcom remains a formidable challenger because of its broad AI networking portfolio. AVGO offers 200G/400G SerDes, Ethernet switches, PCIe products, DSPs, lasers and other connectivity solutions, while maintaining a strong position in co-packaged optics and 1.6T DSPs. AI semiconductor revenues reached $10.8 billion in second-quarter fiscal 2026, up 143% year over year, with networking contributing nearly 40%, giving Broadcom significant scale in AI connectivity.

Marvell expects interconnect revenues to grow more than 70% in fiscal 2027 as 800G demand strengthens and its 1.6T products ramp. MRVL’s TIA and driver business is expected to exceed a $1 billion annualized revenue run rate in the next few quarters, while Marvell already supplies DCI solutions to all five major U.S. hyperscalers. Its expanding coherent-light, silicon-photonics, NPO and CPO portfolio could therefore make capturing an additional 1.6T share increasingly challenging for MXL.

MXL’s Share Price Performance, Valuation & EstimatesShares of MaxLinear have appreciated 270.5% year to date, outperforming the broader Zacks Computer and Technology sector’s 28.3% growth.

MXL Stock’s Price Performance
Image Source: Zacks Investment Research

MXL stock is trading at a premium, with forward 12-month price/sales of 6.88X compared with the broader sector’s 6.32X. MaxLinear has a Value Score of F.

MXL’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MaxLinear’s earnings is currently pegged at 56 cents per share, up by 20 cents over the past 30 days, suggesting 300% year-over-year growth.

MaxLinear currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-30 19:18 10d ago
2026-08-28 15:31 13d ago
MaxLinear zvýšil výnosy o 55 % díky infrastruktuře pro AI
MXL MaxLinear
FMP Stock News 72
Original source text
Key Takeaways MaxLinear leads with meaningful AI revenues, hyperscaler deployments and a broad connectivity pipeline.MXL expects Rushmore, Washington and Annapurna to become growth drivers as deployments ramp from 2027.Vicor offers VPD upside and a stronger balance sheet, but its biggest AI catalyst remains earlier-stage. MaxLinear (MXL - Free Report) and Vicor (VICR - Free Report) both stand to benefit from accelerating AI infrastructure spending, but they address different bottlenecks inside the data center. MaxLinear is primarily exposed to the connectivity side of AI infrastructure through high-speed optical and electrical interconnects, while Vicor focuses on power delivery for increasingly power-dense AI processors.

So, MXL or VICR, which is a better buy under the current scenario?

The Case for MaxLinearMaxLinear currently has the more visible AI revenue ramp. In the second quarter of 2026, revenues jumped 55% year over year to $168.8 million, while Infrastructure revenues surged 145% to $85 million and represented roughly half of total revenues. The year-over-year growth was driven primarily by higher shipments of optical, high-performance analog and wireless-backhaul products. Infrastructure has become MXL’s largest revenue category, led by high-speed optical interconnect demand.

The company’s AI opportunity is already moving beyond a single product. Keystone, MaxLinear’s 100G-per-lane PAM4 (Pulse Amplitude Modulation 4-Level) DSP (Digital Signal Processor), is in high-volume production at major U.S. and Asian hyperscalers for 400G and 800G deployments. MaxLinear expects the 1.6T Rushmore PAM4 DSP to become an important growth driver beginning in 2027. Washington expands MaxLinear into 200G-per-lane TIAs, while Annapurna targets 1.6T active electrical cables and onboard retimers used for low-latency AI scale-up connectivity. Washington and Annapurna are expected to begin generating revenues in 2027, followed by a more meaningful ramp in 2028.

MaxLinear is also gaining AI content beyond optical connectivity. The company has completed qualification of an XGS-PON hyperscaler design for data-center control-plane applications and secured USB bridge-controller wins at two major hyperscalers for AI rack management. MXL’s Panther storage accelerators address CPU, memory and storage bottlenecks, with revenues expected to roughly double in 2026 and potentially nearly double again in 2027. This combination of optics, electrical interconnects, storage, rack management and power-management products gives MXL several ways to increase content per AI rack.

The Case for VicorVicor's AI opportunity centers on solving another critical constraint, supplying large amounts of power to increasingly dense GPUs, TPUs and other accelerators. Advanced Products generated $94.2 million in the second quarter of 2026, up 45% sequentially, and accounted for 65.7% of revenues. Advanced Products sales are currently concentrated in data-center and hyperscaler applications, including power delivery on server motherboards, inside racks and across data-center infrastructure. The company also identifies AI processor acceleration as an important market for its power technology.

Vicor is leveraging second-generation Vertical Power Delivery (VPD) architecture to drive growth. The company targets current gain above 40 and current density of as much as 5 amps per square millimeter, addressing the rising power-density requirements of AI systems. However, the technology remains earlier in its commercialization curve than MaxLinear’s Keystone platform. Vicor has completed an initial chipset for its lead customer at roughly 3 amps per square millimeter and is completing demonstration systems, while targeting more than 4 amps per square millimeter around late 2026 or early 2027. Broader hyperscaler and OEM design wins therefore represent substantial upside, but their timing is still less certain.

Vicor nevertheless has strong demand indicators and a considerably stronger balance sheet. Backlog reached approximately $380 million in the second quarter of 2026, rising 26% sequentially and 145% year over year. Cash stood at $453.6 million, while operating cash flow totaled $34 million in the reported quarter. Rising high-performance computing and AI-related demand is bringing the first ChiP fabrication facility toward full utilization, prompting Vicor to prepare for additional manufacturing capacity.

MXL & VICR’s Earnings Estimate Revisions SteadyThe Zacks Consensus Estimate for MaxLinear’s 2026 earnings is pegged at $1.74 per share, unchanged over the past 30 days. MXL reported earnings of 31 cents per share in 2025.
 

The consensus mark for VICR’s 2026 earnings has been steady at $3.12 per share over the past 30 days and suggests 19.54% growth from the figure reported in 2025.

Stock Price Performance and ValuationMXL shares have returned 263.9% year to date, outperforming Vicor’s appreciation of 85.8%.

Price Performance: MXL vs. VICR
 
Image Source: Zacks Investment Research

Valuation-wise, shares of both MXL and VICR are overvalued. In terms of trailing 12-month EV/sales, MaxLinear shares are trading at 10.21X, lower than Vicor’s 18.85X.

Both MaxLinear and Vicor have a Value Score of F.

MXL and VICR Valuation
Image Source: Zacks Investment Research

Conclusion: MXL Has the EdgeMaxLinear appears better positioned to capture the AI infrastructure boom in the near to medium term. Vicor offers compelling long-term upside from second-generation VPD and has the stronger balance sheet, but its biggest AI catalyst is still moving through development, customer evaluation and eventual production ramps. MXL already has meaningful AI-driven revenues, high-volume hyperscaler deployments and a broader pipeline spanning 800G, 1.6T, electrical scale-up, rack management and storage. The combination of stronger current AI revenue growth and multiple identifiable product ramps through 2027-2028 gives MXL the edge over VICR, albeit with higher customer concentration and balance-sheet risk.

MaxLinear and Vicor currently carry Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-30 19:17 10d ago
2026-08-27 12:36 14d ago
Caesars Entertainment vykazuje ztrátu, tržby vzrostly o 3 %
CZR Caesars Entertainment
FMP Stock News 78
Original source text
It has been about a month since the last earnings report for Caesars Entertainment (CZR - Free Report) . Shares have lost about 0.4% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Caesars Entertainment due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.

Caesars Q2 Earnings Miss Estimates on Higher Costs, Revenues BeatCaesars Entertainment reported second-quarter 2026 results, with the bottom line missing the Zacks Consensus Estimate and revenues beating the same. The top line increased year over year, while the bottom line improved from the prior-year quarter’s figure.

CZR’s Q2 Earnings & Revenue DiscussionFor the quarter, the company reported a loss per share of 30 cents, narrower than the year-ago quarter’s loss of 39 cents but below the Zacks Consensus Estimate of earnings of 4 cents. This translated to a negative earnings surprise of 850%.

Net revenues of $2.99 billion rose 3% year over year and beat the $2.96 billion consensus mark by 1.1%. Growth was driven by strength in the Regional segment and higher casino revenues, with Regional slot handle rising 6.7% year over year. However, weakness in Las Vegas and higher operating costs weighed on profitability, as consolidated adjusted EBITDA declined 3.7% to $920 million.

Q2 Segmental Performance of CaesarsLas Vegas: Net revenues totaled $1.02 billion, down 3.5% year over year. Adjusted EBITDA declined 12.6% to $410 million. Lower city-wide leisure visitation, reduced non-gaming revenues, lower hotel occupancy and weaker table games volume and hold affected results. Slot handle increased 5.4% to $2.67 billion.

Regional: Net revenues increased 9.4% to $1.57 billion, while adjusted EBITDA advanced 11.2% to $488 million. Results benefited from the consolidation of Caesars Windsor, increased visitation in northern Nevada related to a national tournament and positive results from capital investments in Lake Tahoe and New Orleans.

Caesars Digital: Net revenues rose 2.3% to $351 million. Adjusted EBITDA decreased 15% to $68 million. Sports betting handle increased 2.9% to $2.57 billion, while iGaming handle rose 2.7% to $4.83 billion. Higher gaming tax rates and lower sports betting hold weighed on profitability.

Managed and Branded: Net revenues declined 23% to $57 million, while adjusted EBITDA fell 5.9% to $16 million. Caesars Windsor's management fees and reimbursable revenues shifted from this segment to Regional following the March 3 transition. Corporate and Other recorded negative revenues of $2 million and an adjusted EBITDA loss of $62 million.

CZR's Expense and Profitability TrendsTotal operating expenses increased 4.2% year over year to $2.48 billion. Casino expenses rose 7.7% to $955 million, while general and administrative expenses increased 9.2% to $521 million. Higher gaming taxes, Caesars Windsor consolidation and higher property taxes contributed to the increase.

Operating income declined to $513 million from $526 million. Interest expense, net, decreased to $573 million from $579 million, primarily owing to lower outstanding debt and lower variable-rate interest expense, partly offset by increased lease-related interest expense.

CZR's Liquidity and Fertitta Deal Remain in FocusAs of June 30, 2026, cash and cash equivalents were $965 million, up from $887 million at 2025-end. Total outstanding indebtedness declined to $11.81 billion from $11.91 billion, while net debt fell to $10.84 billion from $11.02 billion. Total liquidity was $2.93 billion.

For the first six months of 2026, operating cash inflow totaled $675 million versus $680 million a year earlier. Capital expenditures fell to $335 million from $453 million, with another $310-$390 million expected for the remainder of 2026.

Caesars also remains subject to its pending all-cash acquisition by Fertitta Entertainment. Shareholders are set to receive $31 per share, and the transaction was valued at approximately $17.6 billion, including assumed debt. The deal remains subject to shareholder and regulatory approvals, and Caesars intends to delist its shares from Nasdaq after completion.

How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month.

The consensus estimate has shifted -85.46% due to these changes.

VGM ScoresAt this time, Caesars Entertainment has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. However, the stock has a score of B on the value side, putting it in the second quintile for value investors.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Caesars Entertainment has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.
2026-08-30 19:17 10d ago
2026-08-26 03:54 15d ago
Bank of Nova Scotia otevřela novou pozici v Avery Dennison
AVY Avery Dennison
FMP Stock News 72
Original source text
Bank of Nova Scotia bought a new position in Avery Dennison Corporation (NYSE:AVY – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 25,452 shares of the industrial products company’s stock, valued at approximately $4,132,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AVY. BlackRock Inc. bought a new stake in Avery Dennison during the second quarter worth approximately $1,052,464,000. Norges Bank bought a new stake in shares of Avery Dennison in the 4th quarter valued at approximately $188,438,000. Morgan Stanley boosted its holdings in shares of Avery Dennison by 20.1% in the 4th quarter. Morgan Stanley now owns 3,869,889 shares of the industrial products company’s stock worth $703,856,000 after purchasing an additional 647,795 shares during the period. Wellington Management Group LLP increased its position in shares of Avery Dennison by 12.5% during the 3rd quarter. Wellington Management Group LLP now owns 5,808,960 shares of the industrial products company’s stock valued at $942,039,000 after purchasing an additional 644,664 shares during the last quarter. Finally, Bank of New York Mellon Corp bought a new position in shares of Avery Dennison during the 2nd quarter valued at approximately $101,896,000. 94.17% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades AVY has been the topic of several recent analyst reports. JPMorgan Chase & Co. increased their target price on shares of Avery Dennison from $185.00 to $190.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Truist Financial dropped their price target on shares of Avery Dennison from $221.00 to $209.00 and set a “buy” rating for the company in a research note on Wednesday, July 15th. Bank of America reiterated a “buy” rating on shares of Avery Dennison in a report on Friday, August 14th. Argus set a $175.00 price objective on shares of Avery Dennison in a research report on Thursday, June 4th. Finally, Wall Street Zen raised shares of Avery Dennison from a “hold” rating to a “buy” rating in a research note on Saturday, August 8th. Seven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $201.22.

Get Our Latest Research Report on Avery Dennison Avery Dennison Stock Down 1.9% Shares of Avery Dennison stock opened at $180.12 on Wednesday. The company has a debt-to-equity ratio of 1.37, a current ratio of 1.13 and a quick ratio of 0.79. The stock has a market cap of $13.65 billion, a price-to-earnings ratio of 19.73, a PEG ratio of 2.34 and a beta of 0.81. The firm’s 50-day moving average is $167.64 and its two-hundred day moving average is $170.09. Avery Dennison Corporation has a 1 year low of $152.42 and a 1 year high of $199.54.

Avery Dennison (NYSE:AVY – Get Free Report) last announced its earnings results on Thursday, July 30th. The industrial products company reported $2.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.42. Avery Dennison had a return on equity of 34.60% and a net margin of 7.62%.The business had revenue of $2.46 billion for the quarter, compared to analysts’ expectations of $2.30 billion. During the same quarter last year, the firm earned $2.42 EPS. The business’s revenue for the quarter was up 10.9% on a year-over-year basis. Avery Dennison has set its Q3 2026 guidance at 10.000-10.300 EPS. As a group, research analysts expect that Avery Dennison Corporation will post 10.15 earnings per share for the current fiscal year.

Avery Dennison Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Wednesday, September 2nd will be paid a $1.00 dividend. The ex-dividend date is Wednesday, September 2nd. This represents a $4.00 dividend on an annualized basis and a yield of 2.2%. Avery Dennison’s dividend payout ratio (DPR) is 43.81%.

Insider Buying and Selling In other Avery Dennison news, SVP Ignacio J. Walker sold 1,742 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $171.61, for a total transaction of $298,944.62. Following the completion of the transaction, the senior vice president directly owned 7,585 shares of the company’s stock, valued at approximately $1,301,661.85. This trade represents a 18.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.81% of the company’s stock.

About Avery Dennison (Free Report)

Avery Dennison (NYSE:AVY) is a global materials science and manufacturing company specializing in labeling and packaging solutions. The company develops pressure-sensitive materials, tags and labels, and adhesive technologies that help brands and businesses enhance product identification, branding and supply-chain performance. Avery Dennison’s offerings range from industrial and retail labeling to high-performance tapes, films and graphics materials used across multiple end markets.

The company operates through several key segments, including Label and Graphic Materials, which supplies pressure-sensitive materials for consumer goods; Retail Branding and Information Solutions, offering apparel tags, RFID inlays and digital product identification; Pressure-Sensitive Materials, providing specialty tapes and adhesives; and RF Technologies, focused on advanced RFID and IoT labeling solutions.

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2026-08-30 19:17 10d ago
2026-08-26 13:30 15d ago
Teradyne těží z AI datacenter, čeká vyšší výnosy
TER Teradyne
FMP Stock News 78
Original source text
Key Takeaways Teradyne benefits as AI data-center investments lift demand across semiconductor test and robotics. Memory revenues topped $200M for a third straight quarter on strong HBM, DRAM and revived NAND demand. Teradyne expects Q3 revenues of $1.20B-$1.30B as AI data-center build-outs sustain demand. Teradyne (TER - Free Report) is benefiting from accelerating AI-driven data-center investments, which are expanding demand across semiconductor test, networking, storage, product test and robotics. This momentum is strengthening Teradyne’s prospects in the broader data-center infrastructure ecosystem alongside Cisco Systems (CSCO - Free Report) and Vertiv Holdings (VRT - Free Report) . More than 60% of Teradyne’s second-quarter 2026 revenues were AI-driven, underscoring the success of its wafer-to-AI-data-center strategy.

A key driver of Teradyne’s momentum is the acceleration in semiconductor capital expenditures, especially in wafer fabrication equipment (WFE). As WFE CapEx is forecasted to approach $250 billion by the end of the decade, this is expected to drive 5% to 10% annual growth in wafer production and 15% to 20% compound annual growth in total transistor production. The increase in wafer and transistor production directly boosts demand for automated test equipment.

Teradyne’s leadership in both SOC and memory test solutions, especially for high-bandwidth memory (HBM) and DRAM, ensures it is well-placed to capitalize on this growth. The company’s memory business also saw revenues exceed $200 million for the third consecutive quarter in the second quarter of 2026, driven by strong demand for HBM and DRAM and a revival in NAND testing.

Growth is being reinforced by Quantifi Photonics and the Multilane Test Products JV, which expand Teradyne’s exposure to optical and high-speed interconnect testing. The company expects the Co-Packaged Optics testing market alone to reach $300-$700 million by 2028. Robotics is also benefiting as AI data-center construction boosts automation demand in electronics manufacturing and semiconductor production.

Teradyne expects sustained AI data-center build-outs to drive greater demand for compute, networking, memory, product-test and automation solutions, strengthening its position across the broader infrastructure ecosystem that includes Cisco Systems and Vertiv. The company expects third-quarter 2026 revenues between $1.20 billion and $1.30 billion.

How Competitors Fare Against TERTeradyne is facing stiff competition from companies such as Cisco Systems and Vertiv. Both companies are also expanding their footprints in the AI and data center markets.

Cisco Systems is benefiting from strong data center growth by capturing surging demand for AI infrastructure and networking solutions, with data center networking orders growing more than 35% year over year in the fourth quarter of fiscal 2026. The company’s comprehensive portfolio, which includes Silicon One-powered systems, optics and integrated security, positions it as a key provider for hyperscalers and enterprises modernizing their data centers to support advanced AI workloads.

Vertiv is benefiting from the robust demand for AI-driven infrastructure, which is driving significant growth in the data center market. The company’s robust demand across its core markets, particularly in the Americas and APAC regions, remains noteworthy. In the second quarter of 2026, net sales increased 24% year over year, with the Americas and APAC both growing 29%. EMEA also returned to positive net sales growth.

TER’s Share Price Performance, Valuation, and EstimatesTeradyne shares have surged 89.3% in the year-to-date period, outperforming the Zacks Computer & Technology sector’s growth of 14.4% and the Zacks Electronics - Miscellaneous Products increase of 37.2%.

TER Stock Performance
Image Source: Zacks Investment Research

TER stock is trading at a premium with a forward 12-month Price/Sales of 10.07X compared with the Computer & Technology sector’s 6.26X. TER has a Value Score of D.

TER's Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for 2026 earnings is pegged at $9.10 per share, which has increased 26.38% over the past 30 days. This suggests 129.80% year-over-year growth.

Teradyne currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-08-30 19:16 10d ago
2026-08-27 16:56 14d ago
XDC vidí AI agenty jako budoucnost mikroplateb
ETH Ethereum USDC USD Coin
CoinGecko News 72
Original source text
An estimated $390 billion in stablecoin payments took place in 2025, according to McKinsey and Artemis. But inside this market, AI agents are creating an interesting kind of payment activity.

Research shows that agents completed more than 176 million on-chain transactions worth over $73 million between May 2025 and April 2026. But most of them were very small transactions. 

The median x402 payment was between $0.01 and $0.10, while 76% of transactions fell below the $0.30 fixed-fee threshold for card payments. USDC accounted for 98.6% of settlements.

Annual Stablecoin Payments in 2025. Source: McKinsey Although the transaction amounts are small, the frequency of AI agentic payments is staggering — 173 million.

Software can buy data, compute and other services hundreds or thousands of times without the human behaviors that define conventional commerce. For example, opening an account, entering card details, approving an invoice or waiting until the next banking day.

XDC Network believes this offers an early glimpse of how more payments could work in future.

“Money has always moved as fast as the slowest part of the process, like a bank, a clearinghouse, or normal business hours,” Atul Khekade, Co-Founder of XDC Network, told BeInCrypto. “Agents just show what happens when you get rid of those delays. Payments stop being something you wait around for and turn into a continuous process happening in the background at the speed of the underlying network.”

Machine Payments Software can transact continuously. An AI service may need a weather feed for one calculation, a market-price API several seconds later, and compute resources immediately afterward.

Each interaction can carry its own price, turning what might once have been a monthly subscription or invoice into thousands of individual transactions.

That helps explain why Keyrock found activity spread across such a large population of AI agents and service directories. The report found more than 104,000 agents registered across at least 15 directories by the end of the first quarter of 2026.

The economics favor systems that can handle payments measured in cents or fractions of a cent. The payments industry is already preparing:

Stripe launched the Machine Payments Protocol, or MPP, in March. The open standard allows agents and services to coordinate micropayments and recurring payments programmatically, with Stripe supporting stablecoins as well as traditional payment methods; Google’s Agent Payments Protocol, or AP2, concentrates on proving user authorization and establishing an auditable record of what an agent was permitted to buy. Google transferred the protocol to the FIDO Alliance in April and added support for autonomous “Human Not Present” transactions; Cloudflare entered the market in August with Cloudflare Wallets and cloudflare.pay, giving agents identities and programmable spending controls. Its payment tools support both x402 and MPP; Mastercard’s Agent Pay for Machines service, announced in June, is designed for continuous, high-frequency and low-value payments, with settlement across cards, accounts and stablecoins. More than 30 companies, including Stripe, Coinbase, Cloudflare and Tempo, were named among its initial supporters. 2️⃣ Secure agentic purchases on Google

✅ We designed Agent Payments Protocol (AP2) to help agents make secure payments on your behalf — with boundaries and accountability to give you peace of mind.

✅ AP2 lets you set strict guardrails for agentic payment transactions. Just…

— Google (@Google) May 27, 2026 Invisible Settlement XDC’s contribution to this market is XDCAI.tech, which uses the open x402 protocol originally introduced by Coinbase.

x402 turns the HTTP ‘402 Payment Required’ response into a payment mechanism. An agent requests a resource, receives its price, authorizes the payment, and repeats the request with proof of payment. The process allows software to purchase an API call or another digital service within the same interaction.

Coinbase introduced the protocol in May 2025, and its use has since expanded through integrations with companies including AWS.

XDC AI applies x402 to USDC settlement on XDC Network. Users fund a smart wallet with USDC and establish an on-chain spending limit. An agent can then pay an x402-enabled service per request. EIP-3009 allows the payment to be signed off-chain while a relayer covers the network fee, leaving the agent itself to hold and spend USDC.

For years, AI agents could reason, plan, and execute tasks.

But they couldn't pay.

APIs, subscriptions, checkout pages, and payment flows were built for humans — not autonomous software.

So we built XDC AI.

A platform that gives AI agents a wallet, lets them discover…

— Rushabh Parmar (@rushabh96975767) July 11, 2026 The system can also connect to AI applications through MCP or a command-line interface, allowing agents running through products including ChatGPT, Claude, Cursor, and Codex to discover and pay for services.

XDC already had much of the underlying settlement infrastructure in place. Native USDC and Circle’s CCTP went live on XDC in September 2025.

XDC lists two-second block times, six-second finality, and transaction costs around $0.00001, characteristics aimed at high-volume financial applications.

Invoices Could Disappear Invoices package several functions together. They communicate what is owed, set payment terms, and provide records for reconciliation and accounting. Many businesses then wait days or weeks for the actual transfer to arrive.

Software dealing with software can compress part of that cycle. A service can state its price in a machine-readable format, an authorized agent can evaluate the request, and payment can be settled immediately. Transaction records can then feed directly into treasury and accounting systems.

Next wave of payments = AI + Agentic Commerce.
XDC is building the infrastructure:
• x402 micropayments
• Gasless USDC settlement
• Real-time, sub-cent autonomous payments for AI agents
Tonight in NYC, @atulkhekade shares how we’re making this a reality. The future of… https://t.co/FokrYWhAbw

— XDC Network (@XDCNetwork) July 9, 2026 This comes as agents are taking on increasing responsibility for procurement, cloud spending, portfolio management, and recurring commercial obligations. A company could eventually give an agent a budget and a set of rules, then allow it to buy compute when demand rises, renew services, pay suppliers or rebalance liquidity within those boundaries.

XDC therefore sees today’s one-cent API payment as the smallest version of something much larger.

The card networks see it too. Visa’s stablecoin settlement program reached a $7 billion annualized run rate in April after growing 50% quarter-over-quarter and expanding to nine blockchains. Mastercard announced stablecoin settlement across networks including Ethereum, Solana, Base, Polygon, Tempo and XRPL in June.

The competition is consequently broader than blockchain networks attempting to replace card companies. Visa, Mastercard, Stripe, Google, Coinbase, Cloudflare and blockchain developers are increasingly building interoperable pieces of the same machine-commerce market.

The Other Half of the Problem Greater autonomy raises questions about permission and accountability.

An agent paying 3 cents per API request incurs limited financial exposure. However, an agent managing a corporate treasury or procurement budget needs controls around authorization, counterparties, limits, and auditability, which is why the major platforms are converging on different pieces of the same problem. This explains why:

Google has concentrated on cryptographic mandates that record what a user authorized; Cloudflare lets owners impose spending caps and approved merchant lists; Mastercard’s system combines agent credentials with permissioning rules;  XDC AI places spending limits at the wallet level Those controls determine how quickly agentic payments graduate from micropayments into larger financial relationships.

They also temper the idea that cards and invoices disappear on a fixed timetable. Card networks are already adapting their products for autonomous software, while invoices serve legal, tax, credit and accounting functions that extend beyond transferring funds.

XDC believes that payment and service delivery can happen almost simultaneously: APIs, data, compute, digital services and other machine-to-machine transactions. Success there could establish the habits and technical standards that would later be used for larger transactions.

Khekade expects the terminology itself to disappear as the technology becomes commonplace.

“In 5 years nobody will describe this as agentic payments, the same way nobody today calls a wire transfer an internet payment,” he said. “It will just be how value moves. The interesting question is not whether that happens, it is which networks were actually built for it versus which ones bolted it on afterward.”
2026-08-30 19:16 10d ago
2026-08-28 09:14 13d ago
SBI XDC spouští pilotní trade finance v Ósace
XDCE XinFin Network
CoinGecko News 78
Original source text
Osaka Pilot Puts Blockchain at the Centre of Export FactoringSBI XDC Network APAC, printing and digital services group TOPPAN, and crypto infrastructure firm Ginco are jointly running a trade finance demonstration in Osaka, Japan. The project has received backing through Osaka Prefecture's FY2026 financial market formation subsidy, a government programme designed to encourage fintech and blockchain innovation within the region.

The demonstration focuses on export factoring, a financing method that allows businesses to unlock cash from outstanding trade receivables before a buyer pays. The pilot examines how recording trade transaction data and corporate identity information on the XDC Network can reduce friction in this process for local businesses, cutting down the document-heavy manual steps that slow cross-border deals.

SBI XDC Network APAC is a joint venture between SBI Holdings and TradeFinex Tech Ltd., the UAE-based company that operates the XDC Network. TOPPAN plays a particularly relevant role in the pilot given that its group company, TOPPAN Edge, became Japan's first Qualified vLEI Issuer (QVI) in the verifiable Legal Entity Identifier (vLEI) ecosystem in September 2025, giving it a key function in issuing verifiable digital corporate identity certificates for participants in the demonstration.

In international transactions and finance, it has previously been difficult to verify that a company actually exists and who its representatives are. The Osaka demonstration aims to address exactly that gap by anchoring corporate identity data to the blockchain.

Government Backing Reflects Osaka's Fintech PushBeyond export factoring, the project also targets improvements to Know Your Business (KYB) verification, customer inquiry handling, and payment collection, three processes that remain largely manual for many smaller Japanese exporters.

The subsidy underpinning the project fits into a wider regional strategy. Osaka promotes financial innovation by providing subsidies and other assistance for the demonstration of pioneering financial services, in order to foster the formation of innovative financial products and markets. In March 2025, new goals were set for Phase 2, covering FY2026 to FY2030, including targets to attract 50 foreign financial companies, create 1,200 startups, and raise 160 billion yen. The SBI XDC and TOPPAN collaboration sits squarely within that agenda.

For the $XDC ecosystem, the Osaka pilot represents a concrete step toward institutional adoption in Japan, one of Asia's most significant trade finance markets.

Sources
TOPPAN Holdings: SBI XDC Network APAC and TOPPAN Conduct a PoC of Online Factoring Workflow
Osaka Prefectural Government: Advancing Its Challenge to Become a Global Financial City
GLEIF: TOPPAN Edge Confirmed as First Japanese Qualified vLEI Issuer
2026-08-30 19:16 10d ago
2026-08-29 04:00 12d ago
Algert Global snížila podíl v Exponent o 69,8 %
EXPO Exponent
FMP Stock News 78
Original source text
Algert Global LLC decreased its position in Exponent, Inc. (NASDAQ:EXPO – Free Report) by 69.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 45,120 shares of the business services provider’s stock after selling 104,110 shares during the period. Algert Global LLC owned approximately 0.09% of Exponent worth $2,651,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of EXPO. Northwestern Mutual Wealth Management Co. boosted its holdings in Exponent by 87,479.8% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 230,335 shares of the business services provider’s stock valued at $15,999,000 after acquiring an additional 230,072 shares during the last quarter. UBS Group AG lifted its position in shares of Exponent by 29.7% in the 4th quarter. UBS Group AG now owns 176,404 shares of the business services provider’s stock worth $12,253,000 after purchasing an additional 40,359 shares during the period. Conestoga Capital Advisors LLC lifted its position in shares of Exponent by 1.3% in the 4th quarter. Conestoga Capital Advisors LLC now owns 2,392,499 shares of the business services provider’s stock worth $166,183,000 after purchasing an additional 31,303 shares during the period. Quantinno Capital Management LP lifted its position in shares of Exponent by 114.3% in the 1st quarter. Quantinno Capital Management LP now owns 36,614 shares of the business services provider’s stock worth $2,389,000 after purchasing an additional 19,528 shares during the period. Finally, New Age Alpha Advisors LLC boosted its stake in shares of Exponent by 785.8% in the 4th quarter. New Age Alpha Advisors LLC now owns 24,775 shares of the business services provider’s stock valued at $1,721,000 after purchasing an additional 21,978 shares during the last quarter. Institutional investors own 92.37% of the company’s stock.

Insider Buying and Selling at Exponent In other Exponent news, CEO Catherine Corrigan sold 1,707 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $66.28, for a total transaction of $113,139.96. Following the completion of the sale, the chief executive officer directly owned 129,108 shares of the company’s stock, valued at approximately $8,557,278.24. The trade was a 1.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.70% of the stock is owned by corporate insiders.

Analyst Ratings Changes A number of analysts have commented on the stock. JPMorgan Chase & Co. upped their price target on shares of Exponent from $80.00 to $90.00 and gave the company an “overweight” rating in a research report on Friday, July 31st. UBS Group set a $72.00 price objective on Exponent and gave the company a “neutral” rating in a research note on Friday, July 31st. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Exponent in a research report on Friday, July 17th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $81.00. Get Our Latest Stock Report on Exponent

Exponent Stock Performance EXPO stock opened at $71.53 on Friday. The stock’s 50 day simple moving average is $64.33 and its 200 day simple moving average is $64.53. Exponent, Inc. has a fifty-two week low of $51.91 and a fifty-two week high of $81.95. The company has a market cap of $3.40 billion, a P/E ratio of 32.08 and a beta of 0.68.

Exponent (NASDAQ:EXPO – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The business services provider reported $0.60 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.05. Exponent had a return on equity of 31.48% and a net margin of 17.67%.The firm had revenue of $171.61 million during the quarter, compared to analysts’ expectations of $144.99 million. During the same quarter last year, the firm posted $0.52 earnings per share. The company’s revenue for the quarter was up 12.0% compared to the same quarter last year. Equities analysts predict that Exponent, Inc. will post 2.31 earnings per share for the current year.

Exponent Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Investors of record on Friday, September 4th will be issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Friday, September 4th. Exponent’s dividend payout ratio is currently 55.61%.

Exponent Profile (Free Report)

Exponent, Inc (NASDAQ: EXPO) is an engineering and scientific consulting firm that offers multidisciplinary analysis and advisory services to clients across a range of industries. The company’s expertise spans mechanical, materials and corrosion engineering, civil and structural engineering, electrical engineering, industrial hygiene, toxicology and health sciences, and failure analysis. Exponent provides support for product design, performance evaluation, litigation consulting, and regulatory compliance, helping manufacturers, insurers, law firms and government agencies address complex technical challenges.

Founded in 1967 in Menlo Park, California, Exponent has grown from a small failure-analysis laboratory into a global consulting practice.

Featured Stories Five stocks we like better than Exponent 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude? Okta Stock Surges 29%—Is $200 the Next Stop?

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2026-08-30 19:16 10d ago
2026-08-25 04:06 16d ago
BlackRock koupil 10,19 % společnosti Wingstop
WING Wingstop
FMP Stock News 78
Original source text
BlackRock Inc. bought a new stake in Wingstop Inc. (NASDAQ:WING – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 2,775,585 shares of the restaurant operator’s stock, valued at approximately $481,314,000. BlackRock Inc. owned about 10.19% of Wingstop at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. SBI Securities Co. Ltd. lifted its holdings in Wingstop by 76.9% during the 4th quarter. SBI Securities Co. Ltd. now owns 138 shares of the restaurant operator’s stock worth $33,000 after buying an additional 60 shares during the last quarter. GW&K Investment Management LLC increased its holdings in shares of Wingstop by 75.7% in the 4th quarter. GW&K Investment Management LLC now owns 188 shares of the restaurant operator’s stock valued at $45,000 after acquiring an additional 81 shares during the last quarter. Geneos Wealth Management Inc. increased its holdings in shares of Wingstop by 121.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 217 shares of the restaurant operator’s stock valued at $49,000 after acquiring an additional 119 shares during the last quarter. Mcguire Capital Advisors Inc. acquired a new stake in shares of Wingstop during the 4th quarter worth about $63,000. Finally, Harbor Investment Advisory LLC acquired a new stake in shares of Wingstop during the 2nd quarter worth about $46,000.

Analyst Ratings Changes Several research firms recently weighed in on WING. Mizuho decreased their target price on Wingstop from $280.00 to $240.00 and set an “outperform” rating for the company in a research note on Friday, July 24th. BTIG Research dropped their price target on shares of Wingstop from $305.00 to $265.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Wells Fargo & Company cut their price objective on shares of Wingstop from $170.00 to $165.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. The Goldman Sachs Group downgraded shares of Wingstop from a “buy” rating to a “neutral” rating and reduced their price objective for the stock from $290.00 to $190.00 in a research report on Thursday, April 30th. Finally, UBS Group restated a “neutral” rating on shares of Wingstop in a report on Tuesday, July 14th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $241.81.

Get Our Latest Research Report on WING Wingstop Trading Up 1.2% Shares of WING stock opened at $116.84 on Tuesday. The business’s 50 day moving average is $141.79 and its two-hundred day moving average is $170.24. Wingstop Inc. has a twelve month low of $110.44 and a twelve month high of $342.10. The company has a market capitalization of $3.18 billion, a P/E ratio of 27.75, a price-to-earnings-growth ratio of 1.37 and a beta of 1.81.

Wingstop (NASDAQ:WING – Get Free Report) last released its earnings results on Wednesday, July 29th. The restaurant operator reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.16. Wingstop had a negative return on equity of 16.31% and a net margin of 16.15%.The business had revenue of $185.56 million for the quarter, compared to analyst estimates of $190.25 million. During the same quarter in the previous year, the company posted $1.00 earnings per share. The company’s revenue for the quarter was up 6.5% compared to the same quarter last year. As a group, equities analysts predict that Wingstop Inc. will post 4.5 earnings per share for the current fiscal year.

Wingstop Increases Dividend The company also recently disclosed a quarterly dividend, which will be paid on Saturday, September 5th. Shareholders of record on Saturday, August 15th will be paid a $0.33 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.32 annualized dividend and a yield of 1.1%. This is an increase from Wingstop’s previous quarterly dividend of $0.30. Wingstop’s dividend payout ratio is presently 31.35%.

Wingstop Profile (Free Report)

Wingstop Inc (NASDAQ: WING) is a fast-casual restaurant chain specializing in chicken wings and related menu items. Founded in 1994 in Garland, Texas, the company has built its brand around bold, chef-inspired wing flavors and a streamlined service model that caters to dine-in, takeout, delivery and catering orders.

The company’s core offerings include both bone-in and boneless chicken wings tossed in a variety of proprietary rubs and sauces, such as Original Hot, Lemon Pepper, and Mango Habanero.

Featured Stories Five stocks we like better than Wingstop Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding WING? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Wingstop Inc. (NASDAQ:WING – Free Report).

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2026-08-30 19:15 10d ago
2026-08-26 17:57 14d ago
Globus Medical oznamuje akvizici Higgs Boson Health
GMED Globus Medical
FMP Stock News 86
Original source text
AUDUBON, Pa., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Globus Medical, Inc. (NYSE: GMED), a leading musculoskeletal technology company, today announced the acquisition of Higgs Boson Health, a digital healthcare experience company based in Durham, NC and incubated out of Duke University. With a mission to transform healthcare experience through digital innovation, Higgs Boson will position Globus Medical to shape patient and provider experience throughout the full episode of care.

“Higgs Boson employs highly experienced teams of software developers and AI scientists who will be joining our team to power our vision of a seamless digital healthcare environment to simplify a patient’s journey through our healthcare system while enhancing real-time information and surgical intelligence available to healthcare providers with the ultimate goal of getting to 95% good outcomes at 10 years for all musculoskeletal surgeries,” said David Paul, Founder and Executive Chairman.

“The acquisition of Higgs Boson and its digital solutions represents the next step in our strategy of enhancing the Globus ecosystem,” commented Keith Pfeil, President and Chief Executive Officer. “As we continue to build out the ecosystem, the Higgs Boson technology will be part of our surgical intelligence pillar, bringing together outcomes and analytics in a closed-loop manner that fosters continuous learning, integrating along the full patient journey with the goal of improving patient outcomes.”

About Globus Medical, Inc.

Globus Medical, Inc. is a leading global musculoskeletal technology company dedicated to solving unmet clinical needs and changing lives. We innovate with inspired urgency, provide world-class education and clinical support, and advance care throughout spine, orthopedic trauma, joint reconstruction, biomaterials and enabling technologies. Additional information can be accessed at www.globusmedical.com.

Safe Harbor Statements

All statements included in this press release other than statements of historical fact are forward-looking statements and may be identified by their use of words such as “believe,” “may,” “might,” “could,” “will,” “aim,” “estimate,” “continue,” “anticipate,” “intend,” “expect,” “plan” and other similar terms. These forward-looking statements are based on our current assumptions, expectations and estimates of future events and trends. Forward-looking statements are only predictions and are subject to many risks, uncertainties and other factors that may affect our businesses and operations and could cause actual results to differ materially from those predicted. These risks and uncertainties include, but are not limited to, the risks and costs associated with health epidemics, pandemics and similar outbreaks, factors affecting our quarterly results, our ability to manage our growth, our ability to sustain our profitability, demand for our products, our ability to compete successfully (including without limitation our ability to convince surgeons to use our products and our ability to attract and retain sales and other personnel), our ability to rapidly develop and introduce new products, our ability to develop and execute on successful business strategies, our ability to comply with laws and regulations that are or may become applicable to our businesses, our ability to safeguard our intellectual property, our success in defending legal proceedings brought against us, trends in the medical device industry, general economic conditions, the successful integration of businesses that we have acquired or may acquire in the future, and other risks. For a discussion of these and other risks, uncertainties, and other factors that could affect our results, refer to the disclosures contained in our most recent Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission (the “SEC”), including the sections labeled “Risk Factors” and “Cautionary Note Concerning Forward-Looking Statements,” and in our subsequent filings with the SEC. These documents are available at www.sec.gov. Moreover, we operate in an evolving environment. New risk factors and uncertainties emerge from time to time and it is not possible for us to predict all risk factors and uncertainties, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements. Given these risks and uncertainties, readers are cautioned not to place undue reliance on any forward-looking statements. Forward-looking statements contained in this press release speak only as of the date of this press release. Except as may be required by applicable law, we undertake no obligation to update any forward-looking statements as a result of new information, events or circumstances or other factors arising or coming to our attention after the date hereof. As used herein, the “Company”, “Globus”, “Globus Medical”, “we”, “us”, and “our” refers to Globus Medical, Inc.

Contact:
Brian Kearns
Senior Vice President, Corporate Development and Investor Relations
Phone: (610) 930-1800
Email: [email protected]
www.globusmedical.com
2026-08-30 19:15 10d ago
2026-08-26 17:49 15d ago
Raymond James Financial vyhlásila čtvrtletní hotovostní dividendu
RJF Raymond James Financial
FMP Stock News 78
Original source text
St. Petersburg, Fla., Aug. 26, 2026 (GLOBE NEWSWIRE) -- On August 26, 2026, the Raymond James Financial, Inc. (NYSE: RJF) Board of Directors declared a quarterly cash dividend on shares of its common stock of $0.54 per share, payable October 15, 2026 to shareholders of record on October 1, 2026.

About Raymond James Financial, Inc.

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.93 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.

Forward-Looking Statements

Certain statements made in this press release may constitute “forward-looking statements” under the Private Securities Litigation Reform Act of 1995. Forward-looking statements include information concerning future shareholder distributions. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our filings with the Securities and Exchange Commission (the “SEC”) from time to time, including our most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, which are available at www.raymondjames.com and the SEC’s website at www.sec.gov. We expressly disclaim any obligation to update any forward-looking statement in the event it later turns out to be inaccurate, whether as a result of new information, future events, or otherwise.

To download assets and photography for editorial use, visit https://www.raymondjames.com/news-and-media/media-resources
2026-08-30 19:15 10d ago
2026-08-27 17:27 14d ago
Smartsheet čelí žalobě kvůli zamlčení nabídky převzetí
SMAR Smartsheet
FMP Stock News 72
Original source text
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Smartsheet, Inc. ("Smartsheet" or the "Company") (NYSE: SMAR).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

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

You have until October 5, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Smartsheet securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com. 

[Click here for information about joining the class action]

A class action lawsuit has been filed, alleging that defendants, throughout the Class Period, failed to disclose material information, which artificially deflated the price of Smartsheet common stock.

On January 24, 2024, Smartsheet received an unsolicited non-public offer from Blackstone Inc. and Vista Equity Partners Management, LLC (together, the "Consortium") to purchase all the outstanding shares of Smartsheet for $56.25 per share.  In April 2024, Smartsheet's Board of Directors approved a share repurchase program under which Smartsheet could repurchase up to $150 million of its outstanding stock.  On July 8, 2024, the Consortium raised its offer to $56.50 per share.  Subsequently, on August 21, 2024, the Consortium reiterated its offer to purchase all the outstanding shares of Smartsheet at $56.50 per share.  The class action lawsuit alleges that while these offers were on the table and unknown to the investing public, Smartsheet was repurchasing its common stock at market prices significantly below the prices offered by the Consortium.  Smartsheet had an obligation to disclose that it had received a formal acquisition offer from the Consortium or abstain from purchasing Smartsheet stock from unsuspecting investors.

During the Class Period (i.e., between June 1, 2024 and September 23, 2024), Smartsheet's average stock price was $46.45 per share.  September 24, 2024, during pre-market hours, Smartsheet disclosed the transaction with the Consortium.  The merger eventually closed on January 22, 2025, with the Consortium acquiring Smartsheet for $56.50 per share.

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

Attorney advertising.  Prior results do not guarantee similar outcomes.

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

SOURCE Pomerantz LLP
2026-08-30 19:14 10d ago
2026-08-27 03:58 14d ago
Adelante koupila podíl v Brixmor a firma vyplatila dividendu
BRX Brixmor Property
FMP Stock News 72
Original source text
Adelante Capital Management LLC purchased a new stake in Brixmor Property Group Inc. (NYSE:BRX – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,148,695 shares of the real estate investment trust’s stock, valued at approximately $36,219,000. Brixmor Property Group accounts for 2.4% of Adelante Capital Management LLC’s portfolio, making the stock its 12th largest position. Adelante Capital Management LLC owned 0.37% of Brixmor Property Group as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in BRX. Cassaday & Co Wealth Management LLC bought a new position in shares of Brixmor Property Group during the first quarter worth approximately $26,000. Jones Financial Companies Lllp bought a new position in Brixmor Property Group during the 2nd quarter worth $29,000. Allworth Financial LP acquired a new position in Brixmor Property Group in the 2nd quarter valued at $29,000. Clearstead Advisors LLC lifted its position in shares of Brixmor Property Group by 96.9% during the 4th quarter. Clearstead Advisors LLC now owns 1,006 shares of the real estate investment trust’s stock valued at $26,000 after acquiring an additional 495 shares during the period. Finally, Loomis Sayles & Co. L P increased its position in shares of Brixmor Property Group by 1,215.1% in the fourth quarter. Loomis Sayles & Co. L P now owns 1,223 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 1,130 shares during the period. 98.43% of the stock is owned by institutional investors.

Brixmor Property Group Trading Down 0.3% Shares of Brixmor Property Group stock opened at $29.40 on Thursday. The company has a market capitalization of $9.02 billion, a P/E ratio of 21.00, a price-to-earnings-growth ratio of 2.24 and a beta of 0.98. The stock has a fifty day simple moving average of $31.07 and a 200 day simple moving average of $30.36. Brixmor Property Group Inc. has a 12-month low of $24.66 and a 12-month high of $32.86. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 1.76.

Brixmor Property Group (NYSE:BRX – Get Free Report) last released its earnings results on Monday, July 27th. The real estate investment trust reported $0.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.58 by ($0.34). Brixmor Property Group had a net margin of 30.82% and a return on equity of 14.38%. The business had revenue of $354.20 million during the quarter, compared to the consensus estimate of $354.39 million. During the same period in the prior year, the company earned $0.56 earnings per share. The business’s revenue was up 4.3% on a year-over-year basis. Brixmor Property Group has set its FY 2026 guidance at 2.350-2.370 EPS. On average, sell-side analysts anticipate that Brixmor Property Group Inc. will post 2.36 earnings per share for the current fiscal year. Brixmor Property Group Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Friday, October 2nd will be given a $0.3075 dividend. This represents a $1.23 annualized dividend and a dividend yield of 4.2%. The ex-dividend date of this dividend is Friday, October 2nd. Brixmor Property Group’s payout ratio is currently 87.86%.

Wall Street Analyst Weigh In Several equities research analysts have weighed in on the company. Evercore upgraded Brixmor Property Group to a “strong-buy” rating in a research note on Wednesday, April 29th. Stifel Nicolaus upped their price objective on Brixmor Property Group from $31.00 to $34.00 and gave the stock a “hold” rating in a research report on Tuesday, July 28th. UBS Group increased their target price on Brixmor Property Group from $34.00 to $37.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Jefferies Financial Group upgraded shares of Brixmor Property Group to a “strong-buy” rating in a report on Friday, June 26th. Finally, Citigroup boosted their price objective on shares of Brixmor Property Group from $31.00 to $34.00 and gave the stock a “neutral” rating in a research note on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $34.33.

View Our Latest Stock Report on Brixmor Property Group

(Free Report)

Brixmor Property Group is a publicly traded real estate investment trust (REIT) focused on the ownership, management and development of open-air shopping centers across the United States. The company acquires and leases retail properties that feature everyday, necessity-based tenants such as grocery stores, discount retailers, and service providers. Brixmor’s core strategy centers on generating stable, long-term income streams through tenant relationships and targeted property enhancements.

The company’s main business activities include proactive leasing, property upkeep and capital improvement projects designed to maximize occupancy and tenant satisfaction.

Read More Five stocks we like better than Brixmor Property Group Williams-Sonoma’s Quarter Gave Bulls More Than Just a Beat-and-Raise Alcoa’s Gallium Project Opens a New Door Beyond Aluminum Oura’s $16 Billion IPO Could Put a New Price on Wearable Tech Can Tesla’s Flying Roadster Distract From Its Real Risks? Want to see what other hedge funds are holding BRX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Brixmor Property Group Inc. (NYSE:BRX – Free Report).

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2026-08-30 16:40 11d ago
2026-08-28 12:31 13d ago
Sensata překonala odhady, ale za měsíc oslabila
ST Sensata Technologies Holding
FMP Stock News 78
Original source text
A month has gone by since the last earnings report for Sensata (ST - Free Report) . Shares have lost about 11.5% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Sensata due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Sensata Technologies Holding N.V. before we dive into how investors and analysts have reacted as of late.

Sensata Q2 Earnings Beat on Broad Growth and Productivity Gains

Sensata reported second-quarter 2026 adjusted earnings of 98 cents per share, up 12.6% year over year. The figure beat the consensus estimate of 93 cents by 5.4%, supported by higher revenues and productivity gains.

Revenues of $990.60 million increased 5.0% and surpassed the consensus estimate of $969.57 million by 2.2%. Organic growth was 4.4%, with all three segments expanding. On-road truck orders grew at a double-digit pace, reinforcing management’s view of a second-half recovery in North American truck builds.

Operating Margin Advances on Productivity

Adjusted operating income rose 8.0% year over year to $193.30 million. The adjusted operating margin expanded 50 basis points to 19.5%, reflecting stronger volumes and improved productivity. Adjusted gross profit increased 7.4% to $313.80 million, with the corresponding margin rising 70 basis points to 31.7%.

Adjusted selling, general and administrative expenses climbed to $88.50 million from $80.60 million. Adjusted corporate operating expenses increased to $60.90 million from $51.10 million, mainly due to higher variable compensation tied to stronger performance. Research and development expenses declined to $31.90 million from $32.60 million.

Automotive Portfolio Drives Outgrowth

Automotive revenues increased 3.3% year over year to $544.80 million, while organic sales rose 1.8%. Content gains and production mix helped the segment outperform flat global vehicle production. Revenues from both internal-combustion and electric-vehicle applications outgrew production in North America and Europe.

Segment operating income improved to $131.70 million from $121.10 million, lifting margin 120 basis points to 24.2%. India automotive revenues exceeded $20 million in the quarter and grew more than 40%, supported by local customer wins and the company’s localization strategy.

Other Segments Deliver Organic Growth

Aerospace, Defense and Commercial Equipment revenues advanced 11.5% to $233.70 million, including 10.9% organic growth. Operating income rose to $65.10 million from $51.20 million, and margin expanded 340 basis points to 27.8% on strong volume leverage. Revenue growth extended across aerospace, defense, on-road trucks and off-highway equipment.

Industrials revenues grew 2.9% to $212.10 million and increased 4.2% organically, aided by share gains and stabilizing U.S. HVAC production. Operating income slipped to $57.50 million from $57.90 million, while margin contracted 100 basis points to 27.1%. Sensata invested roughly $1.50 million of incremental operating expenses in data center growth initiatives.

Data Center Opportunity Expands

The company secured three additional hyperscaler concept specifications in the quarter, bringing the year-to-date total to five across four major hyperscalers. Sensata was also named a preferred vetted vendor by a major hyperscaler. One specification led to an award for pressure and temperature sensors in coolant distribution units, with shipments expected to begin in the first quarter of 2027.

Management expects the addressable market per megawatt to expand 1.5 to 2.5 times as data centers adopt higher-voltage architectures, liquid cooling and more on-site power generation. Revenue from related industrial components approximately doubled in the first half of 2026 from the prior-year period.

Cash Generation Supports Deleveraging

Net cash from operating activities increased 49.0% to $210.00 million. Free cash flow jumped 61.4% to $186.40 million, and conversion improved to 130% of adjusted net income from 91%. Working-capital initiatives reduced the cash conversion cycle by about 15 days over the past 18 months.

ST used $400 million of cash to retire roughly $406 million of long-term debt. Gross debt ended the quarter at $2.46 billion, while net debt was $2.06 billion. Net leverage declined to 2.4 times trailing 12-month adjusted EBITDA from 3.0 times a year ago. Return on invested capital rose 120 basis points to 11.3%.

Q3 Guidance Points to Growth

For the third quarter of 2026, Sensata expects revenues of $957-$987 million, representing growth of 3-6% from $932 million a year earlier. Adjusted operating income is projected at $186-$193 million, with an adjusted operating margin of 19.4-19.6%.

Adjusted earnings are forecast at 93-97 cents per share, up 4-9% from 89 cents. The outlook includes about $10 million each of tariff costs and customer pass-through revenues, leaving adjusted operating income, net income and earnings unaffected. Seasonal European automotive shutdowns are expected to weigh on sequential revenues.

How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended upward during the past month.

VGM ScoresCurrently, Sensata has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a score of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of this revision looks promising. Interestingly, Sensata has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerSensata belongs to the Zacks Instruments - Control industry. Another stock from the same industry, Badger Meter (BMI - Free Report) , has gained 6% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.

Badger Meter reported revenues of $222.32 million in the last reported quarter, representing a year-over-year change of -6.6%. EPS of $1.02 for the same period compares with $1.17 a year ago.

Badger Meter is expected to post earnings of $1.21 per share for the current quarter, representing a year-over-year change of +1.7%. Over the last 30 days, the Zacks Consensus Estimate has changed +1.2%.

Badger Meter has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of D.
2026-08-30 16:40 11d ago
2026-08-27 12:35 14d ago
Landstar překonal odhady a zvýšil dividendu
LSTR Landstar System
FMP Stock News 78
Original source text
A month has gone by since the last earnings report for Landstar System (LSTR - Free Report) . Shares have added about 2.1% in that time frame, underperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Landstar due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Landstar System, Inc. before we dive into how investors and analysts have reacted as of late.

Landstar Q2 Earnings Beat EstimatesLandstar reported solid second-quarter 2026 results, wherein its earnings and revenues surpassed the Zacks Consensus Estimate as well as improved year over year.

Quarterly earningsearnings of $1.44 per share, beat the Zacks Consensus Estimate of $1.42 by 1.4%. Earnings rose 20% from $1.20 a year earlier.

Revenues of $1.43 billion surpassed the consensus mark of $1.32 billion by 8.3% and increased 18.2% year over year. Higher truck rates and modest load growth drove the top line, with truck revenue per load climbing 17% year over year.

LSTR's Truck Business Powers Revenue Growth

Truck transportation revenues increased 19.3% year over year to $1.33 billion and represented 93% of total revenues. The number of truck loads rose 1.9% year over year to 510,250, while revenue per truck load advanced to $2,614 from $2,234.

Van-equipment revenues grew 21.4% year over year to $717.51 million, supported by a 4.8% year over year increase in loads and a 15.8% rise in revenue per load. Unsided and platform revenues increased 22.8% year over year to $492.17 million as loads rose 2.4% and revenue per load jumped 19.9%.

Consumer durables remained the largest market served, accounting for 28.3% of transportation logistics revenues. Revenues from that market increased 24% year over year, while energy revenues surged 76%. Building products revenues rose 24% year over year, machinery revenues increased 17% and automotive revenues advanced 5%.

Landstar's Other Services Deliver Mixed Results

Rail intermodal revenues increased 26% year over year to $27.76 million. Rail loads rose 9% year over year to 8,520, while revenue per load increased 15.7% to $3,258, providing growth from both volume and pricing.

Ocean and air-cargo revenues declined 2.1% year over year to $49.74 million as a 3.8% year over year decrease in loads offset a 1.8% increase in revenue per load. Other truck transportation revenues fell 1.6% year over year to $99.07 million.

Less-than-truckload revenues edged down 0.7% year over year to $25.12 million. A 24.9% reduction in loadings more than offset a 32.1% improvement in revenue per load, reflecting a sizable shift in the mix of shipments handled during the quarter.

LSTR's Profitability Improves Despite Insurance Pressure

Gross profit increased 21.1% year over year to $132.34 million, and gross margin expanded 20 basis points from the year-ago reported quarter to 9.2%. Variable contribution, which excludes purchased transportation and agent commissions, rose 17% year over year to $199.43 million. The related margin contracted 20 basis points from the year-ago reported quarter to 13.9%.

Insurance and claims expense increased 29.3% year over year to $39.36 million, mainly due to unfavorable development of prior-year claims. Selling, general and administrative expenses rose 22.4% year over year to $68.19 million, partly limiting operating leverage despite strong revenue growth.

Landstar's Capacity Trends Support Freight Demand

The company added a net 68 trucks provided by business capacity owners during the quarter, its strongest quarterly increase since the first quarter of 2022. BCO trucks totaled 8,544 at second quarter-end.

BCO-hauled loads increased 10.1% year over year to 224,600, while revenues generated through BCO capacity rose 22% year over year to $563.07 million. The stronger utilization of this dedicated capacity supported Landstar's truck performance.

Management said truck volumes and revenue per load outpaced normal seasonal patterns. July truck loads were about 5% above the prior-year level, while truck revenue per load was approximately 26% higher, indicating continued momentum entering the third quarter.

LSTR's Balance Sheet Remains Strong

At the end of second-quarter 2026, Landstar had cash and cash equivalents of $294.35 million compared with $353.25 million recorded at the prior-quarter end. Additionally, long-term debt (excluding current maturities) totaled $42.08 million at the end of the second quarter compared with $43.14 million at the prior-quarter end.

Cash flow from operations totaled $27.8 million in the first half, while capital expenditures were $8.7 million and free cash flow was $19.1 million. First-half free cash flow declined from $58.4 million reported in the second-quarter 2025.

Dividend Hike Update & Share Buybacks

Concurrent with its second-quarter 2026 earnings release, Landstar’sboard of directorsapproved a dividendhike of 10%, thereby raising its quarterly cash dividend to 44 cents per share ($1.76 annualized) from 40 cents ($1.60 annualized). The raised dividend will be paid out on Sept 9, 2026, to shareholders of record at the close of business on Aug 18. The move reflects LSTR’s intention to utilize free cash to enhance its shareholders’ returns.

Landstar did not purchase shares in the second quarter of 2026, however, during the first half of 2026, Landstar purchased 150,923 shares of its common stock for $22.6 million. Landstar is currently authorized to purchase up to an additional 1,115,195 shares under its longstanding share purchase program.

Overall, Landstar returned nearly $120 million to shareholders through dividends ($95.3 million) and share repurchases ($24.1 million) during the first half of 2026.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.

VGM ScoresCurrently, Landstar has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Charting a somewhat similar path, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Landstar has a Zacks Rank #2 (Buy). We expect an above average return from the stock in the next few months.
2026-08-30 16:40 11d ago
2026-08-25 04:15 16d ago
Deutsche Bank kupuje novou pozici v Broadstone Net Lease
BNL Broadstone Net Lease
FMP Stock News 78
Original source text
Deutsche Bank AG purchased a new position in shares of Broadstone Net Lease, Inc. (NYSE:BNL – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 279,117 shares of the company’s stock, valued at approximately $5,769,000. Deutsche Bank AG owned 0.15% of Broadstone Net Lease at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Royal Bank of Canada raised its holdings in shares of Broadstone Net Lease by 69.9% during the 1st quarter. Royal Bank of Canada now owns 91,943 shares of the company’s stock valued at $1,566,000 after buying an additional 37,830 shares during the period. AQR Capital Management LLC grew its position in Broadstone Net Lease by 52.8% in the first quarter. AQR Capital Management LLC now owns 25,599 shares of the company’s stock valued at $436,000 after acquiring an additional 8,848 shares in the last quarter. Millennium Management LLC raised its stake in shares of Broadstone Net Lease by 2.3% during the first quarter. Millennium Management LLC now owns 1,147,372 shares of the company’s stock valued at $19,551,000 after purchasing an additional 25,944 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Broadstone Net Lease by 5.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,283,889 shares of the company’s stock valued at $21,877,000 after purchasing an additional 70,534 shares during the period. Finally, Jane Street Group LLC lifted its position in shares of Broadstone Net Lease by 292.3% during the first quarter. Jane Street Group LLC now owns 553,738 shares of the company’s stock worth $9,436,000 after purchasing an additional 412,604 shares in the last quarter. 89.07% of the stock is currently owned by institutional investors and hedge funds.

Broadstone Net Lease Stock Up 0.4% Shares of NYSE BNL opened at $21.20 on Tuesday. The stock’s 50 day moving average price is $21.44 and its two-hundred day moving average price is $20.28. Broadstone Net Lease, Inc. has a 52-week low of $17.16 and a 52-week high of $23.10. The stock has a market capitalization of $4.07 billion, a P/E ratio of 27.90 and a beta of 0.92.

Broadstone Net Lease (NYSE:BNL – Get Free Report) last issued its earnings results on Wednesday, July 29th. The company reported $0.21 EPS for the quarter, topping the consensus estimate of $0.19 by $0.02. The company had revenue of $122.31 million during the quarter, compared to analyst estimates of $121.63 million. Broadstone Net Lease had a return on equity of 4.83% and a net margin of 30.61%.Broadstone Net Lease has set its FY 2026 guidance at 1.550-1.570 EPS. On average, analysts anticipate that Broadstone Net Lease, Inc. will post 1.53 EPS for the current year. Broadstone Net Lease Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be issued a $0.2925 dividend. This represents a $1.17 dividend on an annualized basis and a yield of 5.5%. The ex-dividend date of this dividend is Wednesday, September 30th. Broadstone Net Lease’s payout ratio is currently 153.95%.

Insiders Place Their Bets In other Broadstone Net Lease news, Director Richard P. Imperiale bought 5,000 shares of the company’s stock in a transaction on Thursday, August 20th. The shares were bought at an average cost of $21.22 per share, with a total value of $106,100.00. Following the completion of the acquisition, the director owned 26,250 shares of the company’s stock, valued at approximately $557,025. This trade represents a 23.53% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.02% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades Several brokerages have recently weighed in on BNL. Truist Financial set a $22.00 target price on shares of Broadstone Net Lease in a research note on Monday, June 8th. Cantor Fitzgerald lifted their price target on shares of Broadstone Net Lease from $22.00 to $24.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadstone Net Lease in a report on Friday, July 31st. BMO Capital Markets upped their price objective on shares of Broadstone Net Lease from $24.00 to $26.00 and gave the company an “outperform” rating in a research report on Friday, July 10th. Finally, KeyCorp upped their price objective on shares of Broadstone Net Lease from $20.00 to $24.00 and gave the company an “overweight” rating in a research report on Thursday, July 9th. Seven equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $22.78.

Read Our Latest Report on Broadstone Net Lease

Broadstone Net Lease Profile (Free Report)

Broadstone Net Lease, Inc (NYSE: BNL) is a publicly traded real estate investment trust focused on owning and operating single-tenant commercial properties under long-term net leases. The company specializes in acquiring properties that are leased to creditworthy tenants, allowing it to generate predictable, stable rental income while transferring most operating expenses and responsibilities to its lessees.

Broadstone Net Lease’s portfolio spans a variety of property types, including industrial facilities, distribution centers, manufacturing plants, life science and office buildings, and essential retail locations.

See Also Five stocks we like better than Broadstone Net Lease Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding BNL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadstone Net Lease, Inc. (NYSE:BNL – Free Report).

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2026-08-30 16:39 11d ago
2026-08-27 12:31 14d ago
Ashland tržby vzrostly, EPS zaostal
ASH Ashland Global Holdings
FMP Stock News 72
Original source text
It has been about a month since the last earnings report for Ashland (ASH - Free Report) . Shares have added about 2% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Ashland due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.

Ashland's Q3 Earnings Miss Estimates, Sales Beat on Volume GrowthAshland recorded income from continuing operations of $41 million or 89 cents per share for the third quarter of fiscal 2026 (ended June 30, 2026) against a loss from continuing operations of $719 million or $15.70 per share in the prior-year quarter.  

Barring one-time items, adjusted earnings were $1.02 per share, down around 2% from the year-ago quarter figure of $1.04. The bottom line missed the Zacks Consensus Estimate of $1.03.  

Sales increased 7% year over year to $497 million. The top line surpassed the Zacks Consensus Estimate of $486.2 million. Sales volumes rose 6%, with gains across all business units, while pricing increased around 1%. Favorable foreign currency movements contributed $3 million to sales. 

Segment HighlightsLife Sciences: Sales in the segment increased 11% year over year to $180 million in the reported quarter. The figure surpassed the Zacks Consensus Estimate of $169.5 million. The year-over-year improvement was driven by higher volumes, broad-based pharmaceutical demand across regions and product categories, strength in high-purity excipients and injectables, customer order timing and favorable pricing.  

Personal Care: Sales in the division increased 5% year over year to $155 million. The metric beat the consensus estimate of $154 million. Growth reflected higher volumes across end markets and regions, including strength in skin care, hair care, oral care and home care, along with robust demand for biofunctional actives and microbial protection.  

Specialty Additives: Sales in the segment increased 4% year over year to $136 million and missed the Zacks Consensus Estimate of $139 million. Favorable pricing and mix, continued growth in coatings and performance specialties, share gains and strong commercial execution more than offset weakness in construction and energy and resources.  

Intermediates: Sales in the segment rose 12% year over year to $37 million and beat the consensus estimate of $34 million. The increase reflected higher merchant sales, supported by improving N-Methyl-2-pyrrolidone demand from North American electric-vehicle battery and energy-storage customers, as well as higher captive butanediol sales.  

FinancialsCash flows provided by operating activities were $121 million, up from $114 million in the prior-year quarter, primarily reflecting working-capital improvements. Ongoing free cash flow was $103 million compared with $108 million a year ago, with conversion remaining above 90% in both periods. Ashland ended the quarter with net leverage of 2.4 times, returning to its long-term target range.  

OutlookFor fiscal 2026, Ashland reaffirmed sales guidance of $1.835-$1.870 billion and adjusted EBITDA outlook of $385-$400 million. The company revised its adjusted EPS outlook, excluding intangible amortization, to low-to-mid-single-digit growth from mid-to-high-single-digit growth due to a higher tax rate associated with unfavorable discrete items. Ongoing free cash flow conversion is expected to exceed 50% of adjusted EBITDA, with capital expenditures of approximately $90 million. Management expects continued sequential improvement in the fourth quarter as operations improve and recent pricing actions gain traction.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a flat trend in estimates review.

VGM ScoresCurrently, Ashland has a subpar Growth Score of D, a score with the same score on the momentum front. Charting a somewhat similar path, the stock has a grade of C on the value side, putting it in the middle 20% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook Ashland has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
2026-08-30 16:34 11d ago
2026-08-28 18:22 12d ago
Coinbase pozastaví obchodování s BADGER a STORJ
BADGER Badger DAO STORJ Storj
CoinGecko News 78
Original source text
Coinbase is cutting off trading for two tokens that have had a rough stretch. Badger DAO (BADGER) and Storj (STORJ) will both lose trading access on Coinbase starting September 28, 2026, at approximately 2 PM ET.

The announcement came on August 28, giving holders exactly one month to figure out their next move.

What the suspension actually means This is a trading suspension, not a full delisting. You can still reach your holdings and withdraw them. You just cannot place new trades. Coinbase transitioned both order books to limit-only mode immediately upon announcing the suspension, meaning market orders were shut off right away while limit orders and order matches remained temporarily active.

The suspension applies across Coinbase’s full product stack: coinbase.com’s Simple and Advanced Trade interfaces, Coinbase Exchange, and Coinbase Prime.

Coinbase frames these actions as routine housekeeping. The exchange periodically evaluates its listed assets against internal benchmarks covering liquidity and trading performance. This is not the first time Coinbase has done a sweep like this. Recent suspensions hit IOTX, IDEX, and LRC, sketching out a clear pattern: the exchange is tightening its roster, with lower-liquidity projects bearing the brunt.

Two different stories, one shared fate Badger DAO is a DeFi protocol that built its identity around Bitcoin yield products. Binance and Crypto.com both reduced support for BADGER in 2025, and those moves appear to have accelerated a slide in both liquidity and market attention.

Storj is a decentralized cloud storage network that distributes user data across a global network of independent operators rather than relying on centralized data centers. Storj Labs, the company behind the project, filed for Chapter 11 bankruptcy in July 2026, citing legacy liabilities. Chapter 11 is the reorganization variant of bankruptcy, not outright liquidation, and Storj Labs has indicated its decentralized storage network remains operational through the process.

The Coinbase suspension landing just two months after the bankruptcy filing is probably not a coincidence, though Coinbase has not cited the bankruptcy explicitly as a factor.

What holders should be thinking about The practical read for anyone holding BADGER or STORJ on Coinbase is straightforward: trading access ends September 28. Withdrawals remain available, so assets are not at risk of being locked. But the limit-only mode already in effect means price discovery is becoming thinner.

For STORJ, the backdrop of Storj Labs’ bankruptcy adds another layer of complexity. Equity holders in Storj Labs and STORJ token holders are technically different categories of stakeholder, but market psychology rarely draws that line carefully.

The broader pattern here is worth watching beyond just these two tokens. Coinbase’s recent string of suspensions points to an exchange actively curating its listing quality rather than chasing volume at all costs.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
2026-08-30 16:34 11d ago
2026-08-28 12:36 13d ago
Lithia Motors překonala odhady, akcie klesly 8,4 %
LAD Lithia Motors
FMP Stock News 78
Original source text
A month has gone by since the last earnings report for Lithia Motors (LAD - Free Report) . Shares have lost about 8.4% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Lithia Motors due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.

Lithia Q2 Earnings Top EstimatesLithia posted second-quarter 2026 adjusted earnings of $10.03 per share, which increased 9% from $9.20 a year ago. The bottom line beat the Zacks Consensus Estimate of $8.67 by 15.7%.

Quarterly revenues increased 2.2% year over year to $9.79 billion and topped the consensus estimate of $9.64 billion by 1.6%. Improved used-vehicle profitability, aftersales growth and record Financing Operations income supported the results. Driveway Finance Corporation generated record originations of $884 million.

Revenue Growth Spans Core Business LinesNew-vehicle revenues rose 2.7% year over year to $4,829.2 million, while used-vehicle revenues increased 1.4% to $3,528.3 million. Aftersales revenues advanced 3.9% to $1,067.4 million.

Finance and insurance revenues declined 2% to $366.4 million. Same-store new-vehicle revenues fell 1.5%, while same-store used-vehicle revenues decreased 2.2%, showing that acquisitions contributed to the consolidated growth in both categories.

Used Vehicle Profitability ImprovesNew-vehicle unit sales increased 2.7% to 104,089 units. Used retail unit sales declined 2.7% to 106,114 units, but the used retail average selling price rose 4.3% to $29,593.

Used-vehicle gross profit increased 4.2% to $214 million. Used retail gross profit per unit climbed 5.4% to $2,014, and the used-vehicle gross margin expanded 20 basis points to 6.1%. By contrast, new-vehicle gross profit per unit fell 11.8% to $2,728 as the new-vehicle margin contracted 80 basis points to 5.9%.

Aftersales Business Supports the Profit MixAftersales gross profit increased 6.8% year over year to $633 million. Its gross margin expanded 160 basis points to 59.3%, reinforcing the importance of recurring service and repair activity to overall profitability.

Aftersales accounted for 42.2% of total gross profit, up from 39.9% a year earlier. Total gross profit increased 0.8% to $1,497.4 million, although the consolidated gross margin narrowed 20 basis points to 15.3%.

Cost Control Lifts Operating IncomeSelling, general and administrative expenses were unchanged year over year at $1,014.7 million. Lower personnel and other costs offset higher advertising, rent and facility expenses.

Reported SG&A as a percentage of gross profit improved 50 basis points to 67.8%. Income from operations increased 5.4% to $448.3 million, while depreciation and amortization rose 8.7% to $70.9 million. Floor plan interest expense increased 26.7% to $69.7 million, partly tempering the operating improvement.

Financing Operations Reach Record IncomeFinancing Operations income surged 81.6% to $36.5 million. Interest and fee income increased to $116.4 million from $98.8 million, while the total interest margin expanded to 4.8% from 4.5%.

DFC’s penetration rate was 17.5%, and the average FICO score on originated loans was 749. Managed finance receivables reached nearly $5.3 billion, up 23% year over year, supporting a larger stream of interest income. More than 99% of the portfolio was less than 60 days past due.

Balance Sheet Reflects Finance GrowthAs of June 30, 2026, cash, restricted cash and cash equivalents totaled $363.9 million, up from $341.8 million as of Dec. 31, 2025. Inventories increased to $6,516.8 million from $6,119.6 million at year-end 2025, while total floor plan debt rose to $6,387.4 million from $5,008.9 million.

For the first six months of 2026, net cash used in operating activities was $174.1 million, reflecting increases in inventories and finance receivables. Capital expenditures totaled $153.4 million, and cash paid for acquisitions was $221.7 million. Available liquidity was approximately $1.3 billion.

Capital ReturnsDuring the quarter, LAD repurchased roughly 854,000 shares at a weighted average price of $284, representing $242 million of share repurchases. Approximately $620 million remained under the authorization at quarter-end.

The board increased the quarterly dividend 23% to 70 cents per share.

How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.

The consensus estimate has shifted 8.7% due to these changes.

VGM ScoresCurrently, Lithia Motors has a poor Growth Score of F, however its Momentum Score is doing a lot better with a C. Charting a somewhat similar path, the stock has a grade of B on the value side, putting it in the top 40% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Lithia Motors has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
2026-08-30 16:33 11d ago
2026-08-26 04:01 15d ago
Bank of America navýšila podíl v Grocery Outlet o 31,3 %
GO Grocery Outlet
FMP Stock News 72
Original source text
Bank of America Corp DE lifted its position in Grocery Outlet Holding Corp. (NASDAQ:GO – Free Report) by 31.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,083,541 shares of the company’s stock after acquiring an additional 258,292 shares during the period. Bank of America Corp DE owned 1.10% of Grocery Outlet worth $7,639,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. UBS Group AG lifted its holdings in shares of Grocery Outlet by 87.6% in the 4th quarter. UBS Group AG now owns 2,726,299 shares of the company’s stock valued at $27,536,000 after buying an additional 1,272,859 shares during the period. Vanguard Group Inc. grew its holdings in Grocery Outlet by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 11,255,936 shares of the company’s stock worth $113,685,000 after acquiring an additional 213,325 shares during the period. CenterBook Partners LP grew its holdings in Grocery Outlet by 262.2% during the fourth quarter. CenterBook Partners LP now owns 645,159 shares of the company’s stock worth $6,516,000 after acquiring an additional 467,019 shares during the period. Clearbridge Investments LLC raised its position in Grocery Outlet by 6.6% during the fourth quarter. Clearbridge Investments LLC now owns 2,816,721 shares of the company’s stock valued at $28,449,000 after acquiring an additional 173,308 shares in the last quarter. Finally, Heartland Advisors Inc. raised its position in Grocery Outlet by 146.3% during the fourth quarter. Heartland Advisors Inc. now owns 682,650 shares of the company’s stock valued at $6,895,000 after acquiring an additional 405,500 shares in the last quarter. Hedge funds and other institutional investors own 99.87% of the company’s stock.

Wall Street Analysts Forecast Growth Several research firms recently issued reports on GO. Wells Fargo & Company boosted their target price on shares of Grocery Outlet from $9.00 to $11.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Morgan Stanley raised their price target on shares of Grocery Outlet from $7.00 to $11.00 and gave the company an “equal weight” rating in a research report on Thursday, August 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $9.00 price objective on shares of Grocery Outlet in a report on Thursday, August 13th. UBS Group upped their price objective on shares of Grocery Outlet from $10.00 to $11.50 and gave the stock a “neutral” rating in a research report on Monday, August 17th. Finally, Weiss Ratings raised shares of Grocery Outlet from a “sell (d-)” rating to a “sell (d)” rating in a research note on Thursday, August 13th. Twelve investment analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus target price of $10.59.

View Our Latest Research Report on Grocery Outlet Insider Activity In other Grocery Outlet news, insider Paul Blaine Miller acquired 8,000 shares of the stock in a transaction dated Thursday, August 20th. The stock was acquired at an average price of $10.90 per share, with a total value of $87,200.00. Following the completion of the purchase, the insider owned 72,171 shares in the company, valued at $786,663.90. This trade represents a 12.47% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders have bought a total of 23,000 shares of company stock worth $228,400 over the last 90 days. 5.60% of the stock is currently owned by corporate insiders.

Grocery Outlet Price Performance Grocery Outlet stock opened at $12.12 on Wednesday. Grocery Outlet Holding Corp. has a 12-month low of $5.66 and a 12-month high of $19.23. The stock has a market cap of $1.20 billion, a P/E ratio of -3.13, a PEG ratio of 8.49 and a beta of 0.65. The company has a 50-day moving average price of $9.99 and a 200 day moving average price of $8.74. The company has a current ratio of 1.29, a quick ratio of 0.30 and a debt-to-equity ratio of 0.60.

Grocery Outlet (NASDAQ:GO – Get Free Report) last posted its earnings results on Wednesday, August 12th. The company reported $0.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.07. The company had revenue of $1.19 billion during the quarter, compared to analysts’ expectations of $1.17 billion. Grocery Outlet had a positive return on equity of 5.84% and a negative net margin of 8.04%.The firm’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.23 earnings per share. Sell-side analysts anticipate that Grocery Outlet Holding Corp. will post 0.42 earnings per share for the current year.

Grocery Outlet Profile (Free Report)

Grocery Outlet Holding Corp. (NASDAQ: GO) is a specialty discount retailer that offers consumers deeply discounted groceries by purchasing excess inventory, closeouts, and overstocks from manufacturers and distributors. Headquartered in Emeryville, California, the company operates two primary banners—Grocery Outlet and Fresh2Go—with a combined footprint of more than 400 stores. Its product assortment spans fresh produce, meat, dairy, bakery items, household staples, natural and organic offerings, and select specialty products, all sold at significant markdowns compared to conventional supermarkets.

The company’s unique buying model enables it to source inventory through opportunistic purchases of surplus freight, discontinued items, and closeout deals, which it then passes on as savings to its customers.

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