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2026-10-19 02:37 12d ago
2026-10-18 22:18 12d ago
Palantir meziročně zvýšil čtvrtletní tržby o 93 %
PLTR Palantir Technologies
FMP Stock News 92
Original source text
SummaryPalantir Technologies is rated Strong Buy due to accelerating revenue growth, expanding margins, and a durable AI-as-a-service moat.PLTR's model should benefit when AI infrastructure costs fall; its margins are already widening while peers’ compress, backed by deep government and commercial client entrenchment.Quarterly revenue grew 93% YoY, U.S. commercial revenue surged 149%, and adjusted operating margin expanded to 62%, outperforming software peers.Despite high multiples (115x earnings, 53x sales), PLTR's premium is justified by compounding growth, proven execution, and significant forward contract value.JasonDoiy/iStock Unreleased via Getty Images

Palantir Technologies Inc. (PLTR) has had one of the strangest years in the market. Its revenue grew 93% last quarter, its earnings more than doubled, and management raised its full-year guidance for the third time. The stock has gone

88 Followers

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-10-19 02:09 12d ago
2026-10-18 20:21 12d ago
Interactive Brokers zvýšila dividendu po rekordním zisku
IBKR Interactive Brokers Group
FMP Stock News 96
Original source text
On its third quarter of 2026 earnings call, held on Oct. 15, 2026, Interactive Brokers (IBKR -3.88%) announced record pre-tax profit and an annual dividend increase to $0.60 per share. The automated brokerage platform generated a 78% pre-tax margin while customer accounts grew over 30% worldwide. That operating leverage lets the business convert rising trading activity directly into shareholder cash. Three key takeaways from management highlight how the business continues to compound.

1. Record Profit Margin Powers Higher Dividend PayoutsInteractive Brokers converted revenue growth into expanding earnings, keeping its pre-tax margin, the share of revenue remaining before taxes, above 70% for eight consecutive quarters. Management used that extra cash to raise its annual dividend from $0.35 to $0.60 per share.

Pretax profit was a record, and our 78% pre-tax margin marked the eighth consecutive quarter with margins above 70%.
-- Milan Galik, President and CEO2. Artificial Intelligence Tools Accelerate Platform Automation and TradingManagement expanded its artificial intelligence tools by rolling out autonomous trading features. The updates let clients connect software through the model context protocol, a technical standard for software tools, to run automated trading strategies.

Our AI connector remains one of the fastest-adopted features we have ever introduced.
-- Milan Galik, President and CEO3. Wealth Management Offerings Target Displaced Financial AdvisorsInteractive Brokers is expanding its service for registered investment advisors, professional financial managers who direct client funds, by introducing tax-aware trading strategies. It's positioning its automated margin and lending infrastructure to win independent advisors seeking a new custodian.

Tax-aware accounts that use margin, short selling, and securities lending are a good fit for us.
-- Milan Galik, President and CEOLooking AheadCustomer accounts and total assets continue to expand across global markets, and management isn't hiding its satisfaction with the underlying momentum. The company holds structural advantages through its single global platform, low-cost margin lending infrastructure, and automated clearing capabilities. Management is watching regulatory expansion in local markets alongside client adoption of automated trading tools.

In conclusion, this was another financially strong quarter, reflecting our continued ability to grow our customer base and deliver on our core value proposition to customers, while simultaneously scaling the business.
-- Paul Jonathan Brody, CFOBy scaling software automation across account onboarding and customer service, Interactive Brokers expands its cost advantage as trading volumes grow. The firm's continuous platform upgrades position it to capture market share from traditional wealth custodians.

Our business strategy continues to be effective automating as much of the brokerage business as possible, continuously improving while expanding through new product introductions what we offer while minimizing what we charge.
-- Paul Jonathan Brody, CFOThe Motley Fool has positions in and recommends Interactive Brokers Group. The Motley Fool recommends the following options: long January 2027 $43.75 calls on Interactive Brokers Group and short January 2027 $46.25 calls on Interactive Brokers Group. The Motley Fool has a disclosure policy.
2026-10-19 01:57 12d ago
2026-10-18 20:01 12d ago
Rosen Law Firm zažalovala Ensign kvůli klamání investorů
ENSG The Ensign Group
FMP Stock News 75
Original source text
New York, New York--(Newsfile Corp. - October 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of securities of The Ensign Group, Inc. (NASDAQ: ENSG) between February 10, 2022 and June 18, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than December 7, 2026 in the securities class action first filed by the Firm.

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

WHAT TO DO NEXT: To join the Ensign class action, go to https://rosenlegal.com/cases/the-ensign-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than December 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Ensign's business model depends on the systematic and widespread neglect of elderly people who live in its facilities, including those with needs for high levels of care; (2) Ensign's abuse and neglect includes not giving residents enough food, medical attention, or even basic toiletries as well as failing to respond to residents in clear distress, which has resulted in resident deaths; (3) Ensign uses self-reporting measures as a way to cover up that it systematically neglects patients; (4) Ensign defrauds Medicaid and Medicare by taking federal funds to help patients who need high levels of care, and then neglecting those same patients; (5) Ensign falsifies the number of hours that Certified Nursing Assistants spend with residents; (6) Ensign engages in an illegal scheme to rent the licenses of Administrators who are not generally present at, nor actually managing, its facilities; (7) Ensign materially understated the reputational and litigation exposure that comes with a dangerous, abhorrent, and illegal business model; and (8) as a result, defendants' statements about Ensign's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

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

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

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

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

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/319514

Source: The Rosen Law Firm PA

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Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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2026-10-19 00:23 12d ago
2026-10-18 19:00 12d ago
Tržby SpaceX vzrostly o 92 %, ztráta klesla
SPCX SpaceX
FMP Stock News 80
Original source text
Space Exploration Technologies (SPCX -1.74%), otherwise known as SpaceX, was the hottest initial public offering (IPO) of the year, if not the century. However, despite the massive demand for shares at IPO and the initial price jump, SpaceX stock has been a laggard. It trades at $148 today, about 10% higher than the IPO price of $135 and below the first-day opening price of $150. It's down almost 8% since the first-day closing price, when investors who didn't get shares at IPO had the chance to buy shares. However, there are plenty of people who are bullish on this stock. The median Wall Street analyst target price is $217, a 46% increase from today.

Most investors should buy stocks thinking at least a few years out. Here's where SpaceX stock might be in 2030.

Growing fast and coming closer to profits SpaceX's growth rates weren't particularly impressive leading up to its IPO, but they were much higher in the second quarter, SpaceX's first as a public company. Total revenue increased 92% year over year driven by all of its segments, but particularly xAI, its artificial intelligence (AI) business. Here's the breakdown, including profits and losses:

SegmentSales growthProfit/lossSpaceX29% ($542 million)

Starlink66%$1.7 billionxAI247%($1.3 billion) Data source: SpaceX quarterly reports. Growth is year over year.

xAI is both its fastest-growing business and its biggest loser. However, the total loss was cut by nearly half, from $1 billion last year to $541 million this year, boding well for a profit on the horizon.

Management sees its biggest opportunities in AI as well, even though it's the rocket-launching and Starlink businesses that set it apart from other AI companies. xAI operates the Grok AI model, is building data centers, and is beefing up the business with its recent acquisition of Cursor. It also recently announced several major deals for data center rentals with Alphabet, which will pay $920 million monthly, and Anthropic, which will pay $1.25 billion monthly through 2029. Management sees a $26.5 trillion long-term addressable market for AI.

Image source: Getty Images.

If SpaceX continues to grow at current rates, the stock should be much higher in 2030. Wall Street expects sales to increase 156% in 2027, which is an accelerated pace.

If SpaceX grows at a 100% compound annual growth rate (CAGR) through 2030, that might justify its premium valuation of 68 times trailing-12-month sales. If it maintained that ratio, sales would be $662 billion, which is hard to imagine over the next five years. It's likely that the rate is going to slow down, and if it does, the price-to-sales multiple would as well. So let's go through a reasonable scenario. Suppose SpaceX grows at a CAGR of 75% over the next five years. That would bring sales to about $340 billion. Imagine the price-to-sales ratio at about two-thirds what it is now, so let's say about 46. That would mean a market cap of $15 trillion, which seems highly unlikely.

SPCX Space Exploration Technologies$146.03-$2.59 (-1.74%)

NASDAQ · As of 4:00 PM ET 10/16/26

You'd have to imagine that either the CAGR or multiple or both will slow down. Let's imagine a CAGR of 50% and a price-to-sales ratio of 34, or half today's multiple. That would be $157 billion in revenue, and the market cap would be $5.5 trillion, a 177% increase from today's figure. If you'd invest $5,000 today, according to this formula, you'd have $13,850.

These are still optimistic numbers because there are many risks for the business, especially with xAI. There's a real chance that AI spend will slow down, impacting suppliers like xAI, and send SpaceX stock down.

There's certainly a chance the stock does reward investors coming up, as in the above scenario, but I'm not ready to say it's time to buy. This isn't the kind of risk I would want to take with my money, and that's how I'd recommend any investor think about the stock.
2026-10-19 00:20 12d ago
2026-10-18 18:16 12d ago
Bank of America čelí pokutě ve výši 1,21 mld. USD
BAC Bank of America
FMP Stock News 82
Original source text
New York, New York--(Newsfile Corp. - October 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Bank of America Corporation (NYSE: BAC) resulting from allegations that Bank of America may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Bank of America securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/bank-of-america-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: After market hours on October 13, 2026, Fox Business published an article entitled "Bank of America hit with $1.2B in penalties over money laundering compliance failures". The article stated that the "Treasury Department announced approximately $1.21 billion in penalties against Bank of America over longstanding anti-money laundering failures and U.S. sanctions violations." Further the article stated that regulators "found the bank failed to adequately investigate trillions of dollars in potentially suspicious transactions despite knowing about significant compliance deficiencies."

On this news, Bank of America stock fell 4.7% on October 14, 2026.

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

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

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

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/319498

Source: The Rosen Law Firm PA

Ready to Announce with Confidence?
Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-10-19 00:11 12d ago
2026-10-18 18:10 12d ago
Temab-A dosáhl 30% míry objektivní odpovědi u kolorektálního karcinomu
ABBV AbbVie
FMP Stock News 92
Original source text
New and updated data across seven assets in lung, colorectal, ovarian, prostate and gastric cancers underscore the potential of AbbVie's oncology portfolio to address diverse patient needs through next-generation ADCs, combination approaches and precision medicine AbbVie's largest ESMO presence to date highlights longer-term survival data, combination and biomarker findings from multiple assets across various stages of development Presentations across investigational and approved medicines to feature Temab-A (telisotuzumab adizutecan), ABBV-706, ABBV-969, ABBV-1480 (RC148), alveltamig, Emrelis™ (telisotuzumab vedotin-tllv) and Elahere®(mirvetuximab soravtansine-gynx) , /PRNewswire/ -- AbbVie (NYSE: ABBV) today announced that new and updated data from its broad solid tumor portfolio will be presented at the 2026 European Society for Medical Oncology (ESMO) Congress, taking place October 23-27 in Madrid, Spain. Spanning multiple tumor types, therapeutic modalities and stages of development, the presentations represent AbbVie's most expansive ESMO program to date.

Collectively, the findings across Temab-A (telisotuzumab adizutecan), ABBV-706, ABBV-969, ABBV-1480 (RC148), alveltamig, Elahere® (mirvetuximab soravtansine-gynx) and Emrelis™ (telisotuzumab vedotin-tllv) demonstrate how AbbVie is leveraging its deep expertise in cancer biology to advance differentiated approaches that address the complexity and heterogeneity of solid tumors and help meet the diverse needs of cancer patients worldwide.

"The data we are presenting at ESMO reflects the progress being made through AbbVie's disciplined, biology-driven approach to oncology innovation," said Daejin Abidoye, vice president, therapeutic area head of oncology, solid tumor and hematology, AbbVie. "Across multiple tumor types and stages of development, we are seeing encouraging evidence of longer-term clinical benefit, promising outcomes in biomarker-defined patient populations, and the potential of novel combinations and next-generation platforms. Together, these findings reinforce our strategy of translating scientific insights into differentiated treatment approaches with the potential to meaningfully improve outcomes for patients living with cancer."

Selected findings from AbbVie's investigational solid tumor portfolio include updated clinical, survival and translational biomarker data across multiple antibody-drug conjugates (ADCs) and bispecific antibody programs, supporting continued development across a range of solid tumors:

Temab-A Updated data continue to demonstrate encouraging clinical activity for Temab-A, an investigational, next-generation, c-Met-directed ADC with a novel topoisomerase 1 inhibitor (Top1i), across multiple solid tumor types. In a Phase 1 study of patients with previously treated advanced colorectal cancer (CRC), pooled data from the safety lead-in and dose-optimization cohorts showed that Temab-A (2.4 mg/kg) in combination with bevacizumab demonstrated a 30% overall response rate (ORR) and encouraging overall survival (OS) outcomes after a median follow-up of 18.2 months. Median OS reached 14.7 months with the combination (n=30), compared with 10.2 months for standard of care (n=20), regardless of c-Met protein expression level. No new safety signals were observed.1 This combination is being further evaluated in the ongoing global Phase 3 AndroMETa-CRC-560 study (NCT07525206). In an updated analysis from the ongoing Phase 1 study of Temab-A in non-squamous non-small cell lung cancer (NSCLC), the ORR was 50% with a median OS of 13.8 months in unselected patients with epidermal growth factor receptor (EGFR) wild-type disease (n=48). Among patients with EGFR-mutant disease (n=41), ORR was observed at 63% with a median OS of 16.2 months. In patients with EGFR wild-type disease, at the c-Met 3+, ≥25% expression threshold, median OS was approximately 19.2 months. As a monotherapy, Temab-A is being further evaluated, compared to the standard of care, in the global Phase 3 AndroMETa-Lung-167 study for previously treated patients with EGFR wild-type, non-squamous NSCLC (NCT07821684).  In a separate post-hoc pooled exploratory analysis of 19 patients with EGFR-mutant NSCLC and baseline brain metastases, Temab-A achieved a 37% intracranial ORR, with a median duration of intracranial response of 19.8 months. No new safety signals were observed. AbbVie recently announced that Temab-A received two U.S. FDA Breakthrough Therapy Designations in CRC and NSCLC based, in part, on the data highlighted above. These designations further underscore the potential of Temab-A in addressing patient needs in these disease areas. ABBV-706:  Updated Phase 1 findings reinforce the potential of ABBV-706, a SEZ6-directed ADC with a Top1i payload, in patients with relapsed/refractory (R/R) small cell lung cancer (SCLC), while new biomarker and translational findings further support SEZ6 as a promising therapeutic target. At the selected Phase 3 dose of 1.8 mg/kg (n=41), in a heavily pre-treated population, ABBV-706 achieved a 56% ORR and 12.4-month median OS in 2L+ SCLC patients; in the 2L-only subset (n=17), ORR increased to 82% and a 14.4-month median OS was observed. Safety was comparable to previously reported data. ABBV-706 is being further evaluated in an ongoing, randomized, open-label, multicenter Phase 3 trial versus standard of care in patients with R/R SCLC (NCT07365241). ABBV-969: Biomarker findings from a Phase 1 dose escalation study (NCT06318273) of ABBV-969 demonstrated robust molecular responses in heavily pretreated (median 5 prior lines of therapy) metastatic castration-resistant prostate cancer (mCRPC) patients (n=49). By cycle 3, 90% of patients achieved a ≥50% reduction in circulating tumor DNA (ctDNA) and 78% experienced circulating tumor cell conversion from unfavorable to favorable levels (≥5 to <5 cells). Among 27 patients with baseline PSMA PET assessments receiving ABBV-969 at doses ≥3 mg/kg, two were PSMA PET-negative per VISION criteria; both achieved a PSA50 response, including one patient with stable disease and one with a confirmed partial response.4  Together, these data further support the continued clinical development of ABBV-969, AbbVie's dual-targeting ADC approach to address tumor heterogeneity by simultaneously targeting two highly prevalent targets associated with mCRPC, prostate-specific membrane antigen (PSMA) and six-transmembrane epithelial antigen of prostate 1 (STEAP1), while delivering a Top1i payload. ABBV-1480  New data continue to support the development potential of ABBV-1480, a PD-1 × VEGF bispecific antibody, in lung cancer and other solid tumors. In a Phase 1 study of patients with first-line PD-L1-positive NSCLC, ABBV-1480 monotherapy (n=22) achieved a 61.9% ORR and a median progression-free survival (PFS) of 15.2 months.5 In previously treated NSCLC, ABBV-1480 combined with docetaxel at the 20 mg/kg dose (n=21) delivered a 66.7% ORR and 8.5-month median PFS.5 The most common grade ≥3 treatment-related adverse events for monotherapy were hypertension and proteinuria; for combination therapy, they were decreased neutrophil count, decreased white blood cell count and decreased lymphocyte count.5 ABBV-1480 continues to advance in clinical development, including the global Phase 3 AMUR-Lung-01 trial (NCT07756645) and a newly initiated combination study with Temab-A in NSCLC (NCT07874282). Details on key presentations at ESMO 2026 are available below and the full abstracts are available through the congress online program.

Approved medicines and investigational assets referenced are being evaluated in ongoing clinical trials across multiple stages of development and disease areas, both as standalone therapies and in combination regimens. For more information on AbbVie's ongoing clinical trial programs, please visit ClinicalTrials.gov.

Note: All presentation times are listed in local Madrid time.

Abstract Title

Date/Time

Session

Abstract Number

Baseline molecular characterization and responses associated with ABBV-969 treatment in patients with metastatic castration-resistant prostate cancer

Friday, October 23, 2026

3:15—4:00 PM

Poster

Metastatic prostate cancer; Poster Area – Hall 5

2224P

Overall survival (OS) analysis of telisotuzumab adizutecan in patients (pts) with nonsquamous non-small cell lung cancer (NSQ NSCLC): Phase 1 first-in-human study

Saturday, October 24, 2026

09:27—09:32 AM

Rapid Oral

NSCLC, metastatic; Almeria Auditorium – Hall 9

2658RO

Long-term follow-up of Telisotuzumab Adizutecan (ABBV-400, Temab-A) in combination with bevacizumab (Bev) vs standard of care (SOC) in patients (pts) with 3L+ colorectal cancer (CRC): Updated results of a phase 1 study

Saturday, October 24, 2026

3:20—3:25 PM

Rapid Oral

Gastrointestinal Tumours, lower digestive; Alicante Auditorium – Hall 6

791RO

RC118 combined with RC148 (ABBV-1480) for advanced gastric/gastroesophageal junction adenocarcinoma (G/GEJA): updated results from a randomized Phase 2 trial

Sunday, October 25, 2026

12:00—12:45 PM

Poster

Oesophagogastric cancer; Poster Area – Hall 5

2910P

Telisotuzumab adizutecan (Temab-A) for EGFR-mutated (mut) nonsquamous non-small cell lung cancer (NSQ NSCLC): Post hoc analysis from a phase 1 first-in-human (FIH) study in patients (pts) with brain metastases (BMs)

Monday, October 26, 2026

12:00—12:45 PM

Poster

NSCLC, metastatic; Poster Area – Hall 5

2635P

Real world (RW) uptake and characteristics of patients (Pts) receiving telisotuzumab vedotin-tllv (Teliso-V) in non-small cell lung cancer (NSCLC) from a US Claims Database

Monday, October 26, 2026

12:00—12:45 PM

Poster

NSCLC, locally advanced; Poster Area – Hall 5

2583P

ABBV-706: A first-in-class SEZ6-targeted topoisomerase 1 inhibitor (Top1i)-antibody-drug conjugate (ADC) with robust antitumour activity in relapsed/refractory small cell lung cancer (R/R SCLC)

Monday, October 26, 2026

10:15—10:20AM

Rapid Oral

Non-metastatic NSCLC and other thoracic malignancies; Burgos Auditorium – Hall 3

3837RO

Characterization of responder outcomes in folate receptor alpha (FRα)-positive platinum-resistant ovarian cancer (PROC): Phase 3 MIRASOL (GOG 3045/ENGOT-ov55)

Monday, October 26, 2026

12:00—12:45 PM

Poster

Gynaecological cancers; Poster Area – Hall 5

1268P

Assessment of mirvetuximab soravtansine (MIRV) vs investigator's choice chemotherapy (ICC) as first line of therapy in folate receptor alpha (FRα)-positive platinum-resistant ovarian cancer (PROC) in MIRASOL (GOG 3045/ENGOT-ov55)

Monday, October 26, 2026

12:00—12:45 PM

Poster

Gynaecological cancers; Poster Area – Hall 5

1308P

Time to improvement in fatigue patient-reported outcomes (PRO) with mirvetuximab soravtansine (MIRV) vs investigator-choice chemotherapy (ICC) in platinum-resistant ovarian cancer (PROC)

Monday, October 26, 2026

12:00—12:45 PM

Poster

Gynaecological cancers; Poster Area – Hall 5

1332P

Hematologic safety of carboplatin (Carbo) plus mirvetuximab soravtansine (MIRV) in patients (pts) with folate receptor alpha (FRα)-expressing platinum-sensitive ovarian cancer (PSOC)

Monday, October 26, 2026

12:00—12:45 PM

Poster

Gynaecological cancers; Poster Area – Hall 5

1330P

FLORENZA: A phase 2, open-label, randomized study to evaluate safety, efficacy, and dose optimization of mirvetuximab soravtansine (MIRV) combination therapies for epithelial ovarian cancer (EOC)

Monday, October 26, 2026

12:00—12:45 PM

Poster

Gynaecological cancers: Poster Area – Hall 5

1342TiP

Updated overall survival results from the phase 1 dose escalation and expansion study of alveltamig (ZG006), a trispecific T cell engager targeting DLL3/DLL3/CD3, as monotherapy in patients with refractory small cell lung cancer or neuroendocrine carcinoma with longer follow up

Monday, October 26, 2026

12:00—12:45 PM

Poster

SCLC; Poster Area – Hall 5

3826P

RC148 (ABBV-1480) monotherapy or in combination with docetaxel in first- or second-line advanced non-small-cell lung cancer (NSCLC) without actionable genomic alterations (AGA): Updated results from a phase 1/2 study

Monday, October 26, 2026

12:00—12:45 PM

Poster

NSCLC, Metastatic; Poster Area – Hall 5

2669P

Temab-A, ABBV-706 and ABBV-969 are investigational medicines and are not approved by any health authority worldwide. Their safety and efficacy have not been established and are being evaluated in ongoing clinical studies.

AbbVie holds exclusive rights from RemeGen to develop, manufacture and commercialize ABBV-1480 outside of Greater China. ABBV-1480 is an investigational medicine and is being evaluated in ongoing clinical studies.

Alveltamig (ZG006) is an investigational medicine being developed by Suzhou Zelgen Biopharmaceuticals and has not been approved by any health authority worldwide.

U.S. Prescribing Information for AbbVie Medicines

Please see full Prescribing Information for ELAHERE® (mirvetuximab soravtansine-gynx)
Please see full Prescribing Information for EMRELIS™ (telisotuzumab vedotin-tllv)

About AbbVie

AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, neuroscience and oncology – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube.

About AbbVie in Oncology

AbbVie is committed to elevating standards of care and bringing transformative therapies to patients worldwide living with difficult-to-treat cancers. We are advancing a dynamic pipeline of investigational therapies across a range of cancer types in both blood cancers and solid tumors. We are focusing on creating targeted medicines that either impede the reproduction of cancer cells or enable their elimination. We achieve this through various targeted treatment modalities and biology interventions, including small molecule therapeutics, antibody-drug conjugates (ADCs), immuno-oncology-based therapeutics, multispecific antibodies and novel CAR-T platforms. Our dedicated and experienced team joins forces with innovative partners to accelerate the delivery of potential breakthrough medicines.

Today, our expansive oncology portfolio comprises approved and investigational treatments for a wide range of blood cancers and solid tumors. We are evaluating more than 35 investigational medicines in multiple clinical trials across some of the world's most widespread and debilitating cancers. As we work to have a remarkable impact on people's lives, we are committed to exploring solutions to help patients obtain access to our cancer medicines. For more information, please visit http://www.abbvie.com/oncology.

Forward-Looking Statements 

Some statements in this news release are, or may be considered, forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995. The words "believe," "expect," "anticipate," "project" and similar expressions and uses of future or conditional verbs, generally identify forward-looking statements. AbbVie cautions that these forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include, but are not limited to, challenges to intellectual property, competition from other products, difficulties inherent in the research and development process, adverse litigation or government action, changes to laws and regulations applicable to our industry, the impact of global macroeconomic factors, such as economic downturns or uncertainty, international conflict, trade disputes and tariffs, and other uncertainties and risks associated with global business operations. Additional information about the economic, competitive, governmental, technological and other factors that may affect AbbVie's operations is set forth in Item 1A, "Risk Factors," of AbbVie's 2025 Annual Report on Form 10-K, which has been filed with the Securities and Exchange Commission, as updated by its Quarterly Reports on Form 10-Q and in other documents that AbbVie subsequently files with the Securities and Exchange Commission that update, supplement or supersede such information. AbbVie undertakes no obligation, and specifically declines, to release publicly any revisions to forward-looking statements as a result of subsequent events or developments, except as required by law.

1 Cecchini M, Cruz-Correa M, Han S, et al. "Long-term follow up of Telisotuzumab Adizutecan (ABBV-400, Temab-A) in combination with bevacizumab (Bev) vs standard of care (SOC) in patients (pts) with 3L+ colorectal cancer (CRC): Updated results of a phase 1 study." Abstract presented at European Society for Medical Oncology Congress, 2026. Madrid, Spain.
2 Raimbourg J, Camidge R, Kim T, et al. " Telisotuzumab adizutecan (Temab-A) for EGFR-mutated (mut) nonsquamous non-small cell lung cancer (NSQ NSCLC): post hoc analysis from a Phase 1 first-in-human (FIH) study in patients (pts) with brain metastases." Abstract presented at Europoean Society for Medical Oncology Congress, 2026. Madrid, Spain.
3 Chiang A, Jahchan N, Faivre E, et al. "ABBV-706: A First-in-Class SEZ6-Targeted Topoisomerase 1 Inhibitor (Top1i)-Antibody-Drug Conjugate (ADC) With Robust Antitumour Activity in Relapsed/Refractory Small Cell Lung Cancer (R/R SCLC)." Abstract presented at European Society of Medical Oncology Congress, 2026. Madrid, Spain.
4 Peer A, Tolcher A, Joshua A, et al. "Baseline molecular characterization and responses associated with ABBV-969 treatment in patients with metastatic castration-resistant prostate cancer." Abstract presented at European Society of Medical Oncology Congress, 2026. Madrid, Spain
5 Yu J, Sun Y, Wen Q, et al. "RC148 (ABBV-1480) monotherapy or in combination with docetaxel in first- or second-line advanced non-small-cell lung cancer (NSCLC) without actionable genomic alterations (AGA): updated results from a Phase 1/2 study." Abstract presented at European Society of Medical Oncology Congress, 2026. Madrid, Spain.

SOURCE AbbVie
2026-10-19 00:08 12d ago
2026-10-18 18:05 12d ago
Eli Lilly představí na ESMO nová onkologická data
LLY Eli Lilly & Co
FMP Stock News 78
Original source text
First Phase 1 data for sofetabart mipitecan, Lilly's investigational FRα-targeting ADC, in platinum-sensitive ovarian cancer to be featured in a rapid oral presentation

Updated first-line data for olomorasib, an investigational therapy targeting KRAS G12C-mutant NSCLC, to be featured in a rapid oral presentation

Updated Phase 3 data for selpercatinib versus cabozantinib or vandetanib in advanced, kinase inhibitor-naïve, RET-mutant MTC to be shared in a proffered paper

, /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that new data from across its oncology portfolio will be presented at the European Society for Medical Oncology (ESMO) Congress, taking place October 23–27 in Madrid, Spain. Highlights include new Phase 1 data in platinum-sensitive ovarian cancer (PSOC) for sofetabart mipitecan (Sofe-M), Lilly's investigational FRα-targeting antibody-drug conjugate (ADC), in combination with bevacizumab, along with updated findings for olomorasib, Retevmo (selpercatinib), and Verzenio (abemaciclib) in lung, thyroid, and breast cancers, respectively. 

Key Presentation Highlights:

Sofetabart mipitecan (Sofe-M; FRα-targeting ADC): A rapid oral presentation on first Phase 1 data for sofetabart mipitecan plus bevacizumab in patients with PSOC. These data support the ongoing Phase 3 clinical trial of Sofe-M in PSOC.

Olomorasib (investigational KRAS G12C inhibitor):
A rapid oral presentation on an updated integrated analysis from the Phase 1/2 LOXO-RAS-20001 trial and the safety lead-in portion of the Phase 3 SUNRAY-01 trial, assessing olomorasib in combination with chemoimmunotherapy (pembrolizumab, pemetrexed, and platinum) as potential first-line treatments for patients with advanced/metastatic KRAS G12C-mutant non-small cell lung cancer (NSCLC). These data support the ongoing Phase 3 clinical trial of olomorasib in first-line KRAS G12C-mutant lung cancer.

Retevmo (selpercatinib; RET kinase inhibitor): A proffered paper presentation on updated results from the Phase 3 LIBRETTO-531 study of selpercatinib versus cabozantinib or vandetanib (C/V) in advanced, kinase inhibitor-naïve, RET-mutant medullary thyroid cancer (MTC). These data have supported global approvals of Retevmo in this treatment setting.

Verzenio (abemaciclib; CDK4/6 inhibitor): A rapid oral presentation on overall survival data from the Phase 3 postMONARCH trial of abemaciclib plus fulvestrant in HR-positive, HER2-negative advanced breast cancer following progression on a prior CDK4/6 inhibitor and endocrine therapy. These data support the abemaciclib plus imlunestrant results in the EMBER-3 trial and add to the evidence-based practice of switching endocrine therapy and CDK4/6 inhibitor at progression in metastatic breast cancer.

"Lilly's presentations at ESMO reflect both the breadth of our oncology portfolio and the focus behind it: following compelling science wherever it has the potential to change care," said Jacob Van Naarden, executive vice president and president of Lilly Oncology. "We're especially encouraged by the data we're sharing for sofetabart mipitecan in platinum-sensitive ovarian cancer, which build on what we've seen with this medicine in platinum-resistant disease and mark a critical step forward as we advance the ongoing Phase 3 FRAmework-01 study across both settings. Our updated first-line data for olomorasib in KRAS G12C-mutant lung cancer are very promising, with clinical activity and a safety profile consistent with earlier findings, which reinforce the importance of targeted therapy for patients from the outset of their treatment journey. Alongside new data in thyroid and breast cancers, these presentations represent meaningful momentum toward improving care for people with cancer."

A full list of abstract titles and viewing details are listed below:

Abstract Title

Author

Presentation
Type/#

Session Title

Session Date/Time

(CET)

Sofe-M (sofetabart mipitecan; investigational ADC targeting FRα):

Model-informed Phase 3 dose
selection for antibody-drug conjugate
(ADC) sofetabart mipitecan (Sofe-M):
First prospective application of a
clinical utility index (CUI) 

Jean-
Sebastien
Frenel

Poster
#1016P

Poster display
session

Friday, October 23

15:15-16:00

Efficacy and safety
of sofetabart mipitecan (Sofe-M), a
folate receptor alpha (FRα) targeting
antibody drug conjugate (ADC), plus
bevacizumab in recurrent platinum
sensitive ovarian cancer (PSOC) 

Chrisann Kyi

Rapid oral
#1246RO

Rapid oral 2:
Gynecological
cancers

Saturday, October 24

8:30-10:00

Sofetabart mipitecan (Sofe-M) in
patients ≥65 y with platinum-resistant
and -sensitive ovarian cancer
(PROC/PSOC) from the first-in-human
phase 1 study 

Ana Oaknin

Poster
#1288P

Poster display
session

Monday, October 26

12:00-12:45

Olomorasib (investigational KRAS G12C inhibitor)

First-line (1L) olomorasib +
chemoimmunotherapy (Chemo-IO) in
KRAS G12C-mutant NSCLC: Updated
results from the LOXO-RAS-20001 and
SUNRAY-01 trials 

Marcelo V.
Negrao

Rapid oral
#2652RO

Rapid oral 2:
NSCLC, metastatic

Sunday,

October 25

8:30-10:00

First-line (1L) olomorasib +
pembrolizumab in KRAS G12C-mutant
NSCLC: Updated results from LOXO-
RAS-20001 and SUNRAY-01 

Melissa L.
Johnson

Poster
#2683P

Poster display
session

Monday, October 26

12:00-12:45

Retevmo (selpercatinib; RET kinase inhibitor)

Updated results of randomized Phase
3 study of selpercatinib vs
cabozantinib or vandetanib (C/V) in
advanced, kinase inhibitor-naïve, RET-
mutant medullary thyroid cancer
(MTC) 

Jaume
Capdevila

Proffered paper
#4208O

Proffered paper:
NETs and
endocrine tumors

Monday, October 26

10:15-11:45

Verzenio (abemaciclib; CDK4/6 inhibitor)

Association of p27 V109G SNP zygosity
with outcomes
and abemaciclib treatment effect in
HR+, HER2– high-risk early breast
cancer: results from monarchE 

Miguel
Quintela-
Fandino

Poster
#4498P

Poster display
session

Friday, October 23

15:15-16:00

Overall survival from the Phase
3 postMONARCH trial of abemaciclib +
fulvestrant vs placebo + fulvestrant for
HR+, HER2– advanced breast cancer
following progression on a prior
CDK4/6 inhibitor + endocrine therapy 

Kevin Kalinsky

Rapid oral
#1RO

Rapid oral 1:
Breast cancer,
advanced stage

Saturday, October 24

10:15-11:45

Three-month persistence and
adherence to adjuvant abemaciclib in
high-risk HR+, HER2– early breast
cancer: real world data from ABSIDE-S 

Isabel Blancas
López-Barajas

ePoster
#1933eP

ePoster session

Friday, October 23

8:00

Treatment persistence and clinical
characteristics in patients with HR+,
HER2–, high-risk early breast cancer
(EBC) treated with abemaciclib: A
multi-country real-world study  

Hitomi Sakai

ePoster
#615eP

ePoster session

Friday, October 23

8:00

For more information on Lilly's oncology pipeline, click here.

About Sofetabart Mipitecan
Sofetabart mipitecan (Sofe-M; LY4170156) is composed of an Fc-silent, folate receptor alpha (FRα) specific humanized monoclonal antibody linked to exatecan, a topoisomerase I inhibitor, via a proprietary cleavable polysarcosine linker (PSARlink). Sofe-M was designed to target FRα across all expression levels with an improved therapeutic index. FRα is a cell-surface glycoprotein encoded by the gene FOLR1 that binds to the essential nutrients folic acid and reduced folates, bringing them into cells to facilitate cell division and growth.1,2 FRα is overexpressed in many solid tumors such as ovarian and endometrial cancers.1,3,4 Sofe-M has received Breakthrough Therapy Designation from the U.S. Food and Drug Administration for platinum-resistant ovarian cancer (PROC) and is currently being evaluated in the Phase 3 FRAmework-01 trial. The study is being conducted in partnership with the European Network for Gynaecological Oncological Trial groups (ENGOT – lead groups GINECO/NOGGO e.V.), the GOG Foundation (GOG), and the Asia-Pacific Gynecologic Oncology Trials Group (APGOT).

About Olomorasib
Olomorasib (LY3537982) is an investigational, oral, potent, and highly selective second-generation inhibitor of the KRAS G12C protein. KRAS is the most common oncogene across all tumor types, and KRAS G12C mutations occur in 13% of patients with non-small cell lung cancer (NSCLC), and 1–3% of patients with other solid tumors.5 Olomorasib is a highly potent covalent inhibitor with potential for greater than 90% target occupancy, which may allow for safer combinations with less toxicity.6

Olomorasib is currently being studied in KRAS G12C-mutant cancers in combination with pembrolizumab with or without chemotherapy for first-line treatment of advanced NSCLC, in combination with immunotherapy for the treatment of resected and unresectable NSCLC, and as monotherapy and in combinations in other advanced solid tumors (NCT06119581, NCT06890598, and NCT04956640).

About Retevmo
Retevmo (selpercatinib, formerly known as LOXO-292) (pronounced reh-TEHV-moh) is a highly selective and potent RET kinase inhibitor with central nervous system (CNS) activity. Retevmo may affect both tumor cells and healthy cells, which can result in side effects. RET-driver alterations are predominantly mutually exclusive from other oncogenic drivers. Retevmo is a U.S. FDA-approved oral prescription medicine, 120 mg or 160 mg dependent on weight (<50 kg or ≥50 kg, respectively), taken twice daily until disease progression or unacceptable toxicity.7

INDICATIONS FOR RETEVMO (selpercatinib)
RETEVMO is a kinase inhibitor indicated for the treatment of:

Adult and pediatric patients 2 years of age and older with advanced or metastatic medullary thyroid cancer (MTC) with a RET mutation, as detected by an FDA-approved test, who require systemic therapy IMPORTANT SAFETY INFORMATION FOR RETEVMO (selpercatinib)

Hepatotoxicity: Serious hepatic adverse reactions occurred in 4.6% of patients treated with Retevmo. Increased aspartate aminotransferase (AST) occurred in 62% of patients, including Grade 3 or 4 events in 11% and increased alanine aminotransferase (ALT) occurred in 58% of patients, including Grade 3 or 4 events in 13%. Monitor ALT and AST prior to initiating Retevmo, every 2 weeks during the first 3 months, then monthly thereafter and as clinically indicated. Withhold, reduce dose, or permanently discontinue Retevmo based on severity.

Severe, life-threatening, and fatal interstitial lung disease (ILD)/pneumonitis can occur in patients treated with Retevmo. ILD/pneumonitis occurred in 3% of patients who received Retevmo, including 0.3% with Grade 3 or 4 events, and 0.2% with fatal reactions. Monitor for pulmonary symptoms indicative of ILD/pneumonitis. Withhold Retevmo and promptly investigate for ILD in any patient who presents with acute or worsening of respiratory symptoms which may be indicative of ILD (e.g., dyspnea, cough, and fever). Withhold, reduce dose, or permanently discontinue Retevmo based on severity of confirmed ILD.

Hypertension occurred in 43% of patients, including Grade 3 hypertension in 20% and Grade 4 in one (0.1%) patient. Overall, 6.4% had their dose interrupted, 1.5% had their dose reduced, and 0.2% discontinued Retevmo for hypertension. Treatment-emergent hypertension was most commonly managed with anti-hypertension medications. Do not initiate Retevmo in patients with uncontrolled hypertension. Optimize blood pressure prior to initiating Retevmo. Monitor blood pressure after 1 week, at least monthly thereafter, and as clinically indicated. Initiate or adjust anti-hypertensive therapy as appropriate. Withhold, reduce dose, or permanently discontinue Retevmo based on severity.

Retevmo can cause concentration-dependent QT interval prolongation. An increase in QTcF interval to >500 ms was measured in 8% of patients and an increase in the QTcF interval of at least 60 ms over baseline was measured in 22% of patients. Retevmo has not been studied in patients with clinically significant active cardiovascular disease or recent myocardial infarction. Monitor patients who are at significant risk of developing QTc prolongation, including patients with known long QT syndromes, clinically significant bradyarrhythmias, and severe or uncontrolled heart failure. Assess QT interval, electrolytes, and thyroid-stimulating hormone (TSH) at baseline and periodically during treatment, adjusting frequency based upon risk factors including diarrhea.

Correct hypokalemia, hypomagnesemia, and hypocalcemia prior to initiating Retevmo and during treatment. Monitor the QT interval more frequently when Retevmo is concomitantly administered with strong and moderate CYP3A inhibitors or drugs known to prolong QTc interval. Withhold and dose reduce or permanently discontinue Retevmo based on the severity.

Serious, including fatal, hemorrhagic events can occur with Retevmo. Grade ≥3 hemorrhagic events occurred in 4.3% of patients treated with Retevmo including 4 (0.5%) patients with fatal hemorrhagic events, including cerebral hemorrhage (n=2), tracheostomy site hemorrhage and hemoptysis (1 each). Permanently discontinue Retevmo in patients with severe or life-threatening hemorrhage.

Retevmo can cause hypersensitivity, including severe skin reactions such as Stevens-Johnson Syndrome. All grade hypersensitivity occurred in 6% of patients receiving Retevmo, including Grade 3 in 2%. The median time to onset was 1.9 weeks (range: 5 days to 6.5 years). Signs and symptoms of hypersensitivity included fever, rash and arthralgias or myalgias with concurrent decreased platelets or transaminitis. Stevens-Johnson Syndrome has been observed in the post-marketing setting. Discontinue Retevmo in patients with Stevens-Johnson Syndrome. If hypersensitivity occurs, withhold Retevmo and begin corticosteroids at a dose of 1 mg/kg prednisone (or equivalent). Upon resolution of the event, resume Retevmo at a reduced dose and increase the dose of Retevmo by 1 dose level each week as tolerated until reaching the dose taken prior to onset of hypersensitivity. Continue steroids until patient reaches target dose and then taper. Permanently discontinue Retevmo for recurrent hypersensitivity.

Tumor lysis syndrome (TLS) occurred in 0.9% of patients with medullary thyroid carcinoma and 0.3% of patients with non-small cell lung cancer receiving Retevmo. Patients may be at risk of TLS if they have rapidly growing tumors, a high tumor burden, renal dysfunction, or dehydration. Closely monitor patients at risk, consider appropriate prophylaxis including hydration, and treat as clinically indicated.

Impaired wound healing can occur in patients who receive drugs that inhibit the vascular endothelial growth factor (VEGF) signaling pathway. Therefore, Retevmo has the potential to adversely affect wound healing. Withhold Retevmo for at least 7 days prior to elective surgery. Do not administer for at least 2 weeks following major surgery and until adequate wound healing. The safety of resumption of Retevmo after resolution of wound healing complications has not been established.

Retevmo can cause hypothyroidism. Hypothyroidism occurred in 15% of patients treated with Retevmo; all reactions were Grade 1 or 2. Hypothyroidism occurred in 15% of patients (59/390) with thyroid cancer and 14% of patients (65/467) with other solid tumors including NSCLC. Monitor thyroid function before treatment with Retevmo and periodically during treatment. Treat with thyroid hormone replacement as clinically indicated. Withhold Retevmo until clinically stable or permanently discontinue Retevmo based on severity.

Based on data from animal reproduction studies and its mechanism of action, Retevmo can cause fetal harm when administered to a pregnant woman. Administration of selpercatinib to pregnant rats during organogenesis at maternal exposures that were approximately equal to those observed at the recommended human dose of 160 mg twice daily resulted in embryolethality and malformations. Advise pregnant women and females of reproductive potential of the potential risk to a fetus. Advise females of reproductive potential and males with female partners of reproductive potential to use effective contraception during treatment with Retevmo and for 1 week after the last dose. There are no data on the presence of selpercatinib or its metabolites in human milk or on their effects on the breastfed child or on milk production. Because of the potential for serious adverse reactions in breastfed children, advise women not to breastfeed during treatment with Retevmo and for 1 week after the last dose.

Slipped capital femoral epiphysis/slipped upper femoral epiphysis in pediatric patients (SCFE/SUFE) occurred in 1 adolescent (2.8% of 36 patients) receiving Retevmo in LIBRETTO-121 and 1 adolescent patient (0.5% of 193 patients) receiving Retevmo in LIBRETTO-531. Monitor patients for symptoms indicative of SCFE/SUFE and treat as medically and surgically appropriate.

Severe adverse reactions (Grade 3-4) occurring in ≥20% of patients who received Retevmo in LIBRETTO-001 were hypertension (20%), diarrhea (6.2%), prolonged QT interval (5%), fatigue (4.7%), musculoskeletal pain (4.1%), dyspnea (4.1%), hemorrhage (3.9%), abdominal pain (3.5%), vomiting (2.9%), urinary tract infection (2.2%), nausea (1.9%), headache (1.8%), edema (1.3%), decreased appetite (0.9%), constipation (0.8%), rash (0.8%), and dizziness (0.5%).

Severe adverse reactions (Grade 3-4) occurring in ≥15% of patients who received Retevmo in LIBRETTO-121 were increased weight (11%), vomiting (8%), constipation (6%), diarrhea (2.8%), nausea (2.8%), upper respiratory tract infection (2.8%), and urinary tract infection (2.8%).

Severe adverse reactions (Grade 3-4) occurring in ≥15% of patients who received Retevmo or chemotherapy with or without pembrolizumab in LIBRETTO-431 were hypertension (20% vs 3.1%), electrocardiogram QT prolonged (9% vs 0%), fatigue (3.2% vs 5%), edema (2.5% vs 0%), rash (1.9% vs 1.0%), diarrhea (1.3% vs 2.0%), abdominal pain (0.6% vs 2.0%), pyrexia (0.6% vs 0%), COVID19 infection (0.6% vs 0%), constipation (0% vs 1.0%), nausea (0% vs 1.0%), vomiting (0% vs 1.0%), and decreased appetite (0% vs 2.0%).

Severe adverse reactions (Grade 3-4) occurring in ≥10% of patients who received Retevmo in LIBRETTO-531 were (Retevmo vs cabozantinib / vandetanib) hypertension (19% vs 18%), electrocardiogram QT prolonged (4.7% vs 2.1%), fatigue (4.1% vs 9%), diarrhea (3.1% vs 8%), rash (1.6% vs 4.1%), pyrexia (1.0% vs 0%), nausea (1.0% vs 5%), dry mouth (0.5% vs 1.0%), abdominal pain (0.5% vs 2.1%), stomatitis (0.5% vs 13%), headache (0.5% vs 0%), and decreased appetite (0.5% vs 5%).

Serious adverse reactions occurred in 58% of patients who received Retevmo in LIBRETTO-001. The most frequently reported serious adverse reactions (in ≥2% of patients) were pneumonia, hemorrhage, abdominal pain, dyspnea, pleural effusion, sepsis, musculoskeletal pain, hyponatremia, vomiting, diarrhea, and increased blood creatinine. Fatal adverse reactions occurred in 3% of patients in LIBRETTO-001; fatal adverse reactions included sepsis (n=6), respiratory failure (n=5), hemorrhage (n=4), pneumonia (n=4), cardiac arrest (n=3), pneumonitis (n=2), cardiac failure (n=2), sudden death (n=1), cerebral infarction (n=1), and dyspnea (n=1).

Serious adverse reactions occurred in 42% of patients who received Retevmo in LIBRETTO-121. Serious adverse reactions occurring in more than 1 patient were vomiting and fracture (2 patients each).

Serious adverse reactions occurred in 35% of patients who received Retevmo in LIBRETTO-431. The most frequently reported serious adverse reactions (≥2% of patients) were pleural effusion and abnormal hepatic function. Fatal adverse reactions occurred in 4.4% of patients who received Retevmo in LIBRETTO-431; fatal adverse reactions included myocardial infarction (n=2), respiratory failure (n=2), cardiac arrest, malnutrition, and sudden death (n=1 each).

Serious adverse reactions occurred in 22% of patients who received Retevmo in LIBRETTO-531. The most frequent serious adverse reactions were pneumonia and pyrexia (n=3 each), and hypertension and urinary tract infection (n=2 each). Fatal adverse reactions occurred in 2.1% of patients who received Retevmo in LIBRETTO-531; fatal adverse reactions included COVID19, diabetic ketoacidosis, multiple organ dysfunction syndrome, and sudden death (n=1 each).

Common adverse reactions (all grades) occurring in ≥20% of patients who received Retevmo in LIBRETTO-001 were musculoskeletal pain (59%), edema (53%), diarrhea (52%), fatigue (49%), dry mouth (44%), hypertension (43%), abdominal pain (39%), rash (38%), nausea (36%), constipation (35%), cough (30%), headache (30%), vomiting (29%), dyspnea (28%), hemorrhage (26%), decreased appetite (23%), dizziness (22%), prolonged QT interval (21%), and urinary tract infection (20%).

Common adverse reactions (all grades) occurring in ≥15% of patients who received Retevmo in LIBRETTO-121 were musculoskeletal pain (58%), diarrhea (47%), nausea (42%), hemorrhage (39%), pyrexia (39%), abdominal pain (36%), headache (33%), vomiting (31%), fatigue (31%), cough (31%), rash (28%), coronavirus infection (28%), upper respiratory tract infection (28%), edema (25%), constipation (22%), oropharyngeal pain (22%), hypothyroidism (22%), urinary tract infection (19%), and increased weight (19%).

Common adverse reactions (all grades) occurring in ≥15% of patients who received Retevmo or chemotherapy with or without pembrolizumab in LIBRETTO-431 were hypertension (48% vs 7%), diarrhea (44% vs 24%), edema (41% vs 28%), dry mouth (39% vs 6%), rash (33% vs 30%), fatigue (32% vs 50%), abdominal pain (25% vs 19%), musculoskeletal pain (25% vs 28%), constipation (22% vs 40%), electrocardiogram QT prolonged (20% vs 1.0%), COVID19 infection (19% vs 18%), stomatitis (18% vs 16%), decreased appetite (17% vs 34%), nausea (13% vs 44%), vomiting (13% vs 23%), and pyrexia (13% vs 23%).

Common adverse reactions (all grades) occurring in ≥10% of patients who received Retevmo in LIBRETTO-531 (Retevmo vs cabozantinib / vandetanib) were hypertension (43% vs 41%), edema (33% vs 5%), dry mouth (32% vs 10%), fatigue (28% vs 47%), diarrhea (26% vs 61%), headache (23% vs 21%), rash (19% vs 27%), abdominal pain (18% vs 21%), constipation (16% vs 12%), erectile dysfunction (16% vs 0%), stomatitis (14% vs 42%), electrocardiogram QT prolonged (14% vs 13%), pyrexia (12% vs 2.1%), decreased appetite (12% vs 28%), hypothyroidism (11% vs 21%), and nausea (10% vs 32%).

Laboratory abnormalities (all grades ≥20%; Grade 3-4) worsening from baseline in patients who received Retevmo in LIBRETTO-001, were increased AST (62%; 11%), decreased calcium (61%; 7%), decreased albumin (61%; 3.6%), increased ALT (58%; 13%), increased glucose (56%; 4.0%), decreased lymphocytes (56%; 22%), increased creatinine (51%; 3.6%), decreased sodium (49%; 13%), increased alkaline phosphatase (43%; 4.4%), decreased platelets (41%; 4.0%), increased potassium (39%; 3.5%), decreased glucose (39%; 1.5%), increased total cholesterol (37%; 1.7%), decreased magnesium (37%; 0.7%), decreased hemoglobin (36%; 4.1%), increased bilirubin (32%; 2.9%), decreased neutrophils (27%; 3.8%), and decreased phosphate (25%; 5%).

Laboratory abnormalities (all grades ≥15%; Grade 3-4) worsening from baseline in patients who received Retevmo in LIBRETTO-121 were decreased calcium (61%; 11%), increased ALT (58%; 8%), decreased albumin (53%; 0%), increased alkaline phosphatase (50%; 0%), increased AST (50%; 2.8%), increased bilirubin (31%; 2.8%), increased cholesterol (28%, 0%), decreased magnesium (28%; 6%), increased potassium (28%; 2.8%), increased creatinine (19%, 2.8%), decreased potassium (19%, 6%), decreased sodium (17%, 0%), decreased neutrophils (40%; 8%), decreased hemoglobin (36%; 11%), increased hemoglobin (33%, 2.8%), decreased platelets (28%; 2.8%), and decreased lymphocytes (28%; 14%).

Laboratory abnormalities (all grades ≥20%; Grade 3-4) worsening from baseline in patients who received Retevmo or chemotherapy with or without pembrolizumab in LIBRETTO-431 were increased ALT (81%; 21% vs 63%; 4.1%), increased AST (77%; 10% vs 46%; 0%), decreased calcium (53%; 1.9% vs 24%; 1.0%), decreased platelets (53%; 3.2% vs 39%; 5%), decreased lymphocytes (53%; 8% vs 64%; 15%), decreased neutrophils (53%; 2.0% vs 58%; 11%), increased bilirubin (52%; 1.3% vs 9%; 0%), increased alkaline phosphatase (35%; 1.3% vs 22%; 0%), decreased sodium (31%; 3.2% vs 41%; 2.1%), decreased albumin (25%; 0% vs 5%; 0%), increased blood creatinine (23%; 0% vs 21%; 0%), decreased hemoglobin (21%; 0% vs 91%; 5%), decreased potassium (17%; 1.3% vs 15%; 1.0%), and decreased magnesium (16%; 0.6% vs 8%; 0%).

Laboratory abnormalities (all grades ≥5%; Grade 3-4) worsening from baseline in patients who received Retevmo in LIBRETTO-531 (Retevmo vs cabozantinib / vandetanib) were decreased calcium (55%; 5% vs 62%; 11%), increased ALT (53%; 16% vs 72%; 7%), increased AST (47%; 5% vs 68%; 3.2%), decreased lymphocytes (41%; 18% vs 36%; 13%), increased alkaline phosphatase (37%; 6% vs 28%, 5%), increased bilirubin (32%; 1.1% vs 30%; 3.2%), decreased neutrophils (33%; 14% vs 42%; 19%), decreased platelets (28%; 1.1% vs 34%; 1.1%), increased creatinine (27%; 6% vs 16%; 8%), decreased sodium (20%; 3.2% vs 16%; 0%), decreased hemoglobin (18%; 2.1% vs 23%; 2.1%), decreased albumin (11%; 1.1% vs 7%; 0%), decreased magnesium (9%; 3.3% vs 26%; 9%), and decreased potassium (8%; 0% vs 22%; 4.4%).

Concomitant use of acid-reducing agents decreases selpercatinib plasma concentrations which may reduce Retevmo anti-tumor activity. Avoid concomitant use of proton-pump inhibitors (PPIs), histamine-2 (H2) receptor antagonists, and locally acting antacids with Retevmo. If coadministration cannot be avoided, take Retevmo with food (with a PPI) or modify its administration time (with a H2 receptor antagonist or a locally acting antacid).

Concomitant use of strong and moderate CYP3A inhibitors increases selpercatinib plasma concentrations which may increase the risk of Retevmo adverse reactions including QTc interval prolongation. Avoid concomitant use of strong and moderate CYP3A inhibitors with Retevmo. If concomitant use of a strong or moderate CYP3A inhibitor cannot be avoided, reduce the Retevmo dosage as recommended and monitor the QT interval with ECGs more frequently.

Concomitant use of strong and moderate CYP3A inducers decreases selpercatinib plasma concentrations which may reduce Retevmo anti-tumor activity. Avoid coadministration of Retevmo with strong and moderate CYP3A inducers.

Concomitant use of Retevmo with CYP2C8 and CYP3A substrates increases their plasma concentrations which may increase the risk of adverse reactions related to these substrates. Avoid coadministration of Retevmo with CYP2C8 and CYP3A substrates where minimal concentration changes may lead to increased adverse reactions. If coadministration cannot be avoided, follow recommendations for CYP2C8 and CYP3A substrates provided in their approved product labeling.

Retevmo is a P-glycoprotein (P-gp) and BCRP inhibitor. Concomitant use of Retevmo with P-gp or BCRP substrates increases their plasma concentrations, which may increase the risk of adverse reactions related to these substrates. Avoid coadministration of Retevmo with P-gp or BCRP substrates where minimal concentration changes may lead to increased adverse reactions. If coadministration cannot be avoided, follow recommendations for P-gp and BCRP substrates provided in their approved product labeling.

The safety and effectiveness of Retevmo have not been established in pediatric patients less than 2 years of age. The safety and effectiveness of Retevmo have been established in pediatric patients aged 2 years and older for the treatment of advanced or metastatic medullary thyroid cancer (MTC) with a RET mutation who require systemic therapy, advanced or metastatic thyroid cancer with a RET gene fusion who require systemic therapy and are radioactive iodine-refractory (if radioactive iodine is appropriate), and locally advanced or metastatic solid tumors with a RET gene fusion that have progressed on or following prior systemic treatment or who have no satisfactory alternative treatment options.

Monitor open growth plates in pediatric patients. Consider interrupting or discontinuing Retevmo if abnormalities occur.

No dosage modification is recommended for patients with mild to severe renal impairment (estimated Glomerular Filtration Rate [eGFR] ≥15 to 89 mL/min, estimated by Modification of Diet in Renal Disease [MDRD] equation). A recommended dosage has not been established for patients with end-stage renal disease.

Reduce the dose when administering Retevmo to patients with severe hepatic impairment (total bilirubin greater than 3 to 10 times upper limit of normal [ULN] and any AST). No dosage modification is recommended for patients with mild or moderate hepatic impairment. Monitor for Retevmo-related adverse reactions in patients with hepatic impairment.

Retevmo (selpercatinib) is available as 40 mg and 80 mg capsules, and 40 mg, 80 mg, 120 mg, and 160 mg tablets.

SE HCP ISI All_JUL2026

Please see full Prescribing Information and Instructions for Use for Retevmo.

About Verzenio (abemaciclib)
Verzenio (abemaciclib) is approved to treat people with certain HR+, HER2– breast cancers in the adjuvant and advanced or metastatic settings. Verzenio is an oral tablet taken twice daily and available in strengths of 50 mg, 100 mg, 150 mg, and 200 mg. Discovered and developed by Lilly researchers, Verzenio was first approved in 2017 and is authorized for use in more than 90 countries around the world. For full details on indicated uses of Verzenio in HR+, HER2– breast cancer, please see full Prescribing Information, available at www.Verzenio.com.

INDICATIONS FOR VERZENIO 

Verzenio (abemaciclib) is a kinase inhibitor indicated8,9:

in combination with endocrine therapy (tamoxifen or an aromatase inhibitor) for the adjuvant treatment of adults with hormone receptor (HR)-positive, human epidermal growth factor receptor 2 (HER2)-negative, node-positive, early breast cancer at high risk of recurrence. in combination with an aromatase inhibitor as initial endocrine-based therapy for the treatment of adults with HR-positive, HER2-negative advanced or metastatic breast cancer. in combination with fulvestrant for the treatment of adults with HR-positive, HER2-negative advanced or metastatic breast cancer with disease progression following endocrine therapy. in combination with Inluriyo for the treatment of adults with estrogen receptor (ER)-positive, HER2-negative, estrogen receptor-1 (ESR1)-mutated advanced or metastatic breast cancer, as detected by an FDA-authorized test, with disease progression following at least one line of endocrine therapy. as monotherapy for the treatment of adults with HR-positive, HER2-negative advanced or metastatic breast cancer with disease progression following endocrine therapy and prior chemotherapy in the metastatic setting. IMPORTANT SAFETY INFORMATION FOR VERZENIO (abemaciclib)
Severe diarrhea associated with dehydration and infection occurred in patients treated with Verzenio. Across five clinical trials in 3899 patients, diarrhea occurred in 81% to 90% of patients who received Verzenio. Grade 3 diarrhea occurred in 8% to 20% of patients receiving Verzenio. Most patients experienced diarrhea during the first month of Verzenio treatment. The median time to onset of the first diarrhea event ranged from 6 to 8 days; and the median duration of Grade 2 and Grade 3 diarrhea ranged from 6 to 11 days and 5 to 8 days, respectively. Across trials, 19% to 26% of patients with diarrhea required a Verzenio dose interruption and 13% to 23% required a dose reduction.

Instruct patients to start antidiarrheal therapy such as loperamide at the first sign of loose stools, increase oral fluids, and notify their healthcare provider for further instructions and appropriate follow-up. For Grade 3 or 4 diarrhea, or diarrhea that requires hospitalization, withhold Verzenio until resolution to ≤Grade 1, and then resume Verzenio at the next lower dose.

Neutropenia, including febrile neutropenia and fatal neutropenic sepsis, occurred in patients treated with Verzenio. Across five clinical trials in 3899 patients, neutropenia occurred in 37% to 51% of patients receiving Verzenio. A Grade ≥3 decrease in neutrophil count (based on laboratory findings) occurred in 19% to 32% of patients receiving Verzenio.

Across trials, the median time to first episode of Grade ≥3 neutropenia ranged from 29 days to 34 days, and the median duration of Grade ≥3 neutropenia ranged from 10 days to 16 days.

Febrile neutropenia has been reported in <1% of patients exposed to Verzenio across trials. Two deaths due to neutropenic sepsis were observed in MONARCH 2. Inform patients to promptly report any episodes of fever to their healthcare provider.

Monitor complete blood counts prior to the start of Verzenio therapy, every 2 weeks for the first 2 months, monthly for the next 2 months, and as clinically indicated. Dose interruption, dose reduction, or delay in starting treatment cycles is recommended for patients who develop Grade 3 or 4 neutropenia.

Severe, life-threatening, or fatal interstitial lung disease (ILD) or pneumonitis can occur in patients treated with Verzenio and other CDK4/6 inhibitors. In Verzenio-treated patients in early breast cancer (monarchE, N=2791), 3% of patients experienced ILD or pneumonitis of any grade: 0.4% were Grade 3 or 4 and there was one fatality (0.1%). In Verzenio-treated patients in advanced or metastatic breast cancer (N=1108) (MONARCH 1, MONARCH 2, MONARCH 3, EMBER-3), 3.2% of Verzenio-treated patients had ILD or pneumonitis of any grade: 0.5% had Grade 3 or 4, and 0.5% had fatal outcomes. Additional cases of ILD or pneumonitis have been observed in the postmarketing setting, with fatalities reported.

Monitor patients for pulmonary symptoms indicative of ILD or pneumonitis. Symptoms may include hypoxia, cough, dyspnea, or interstitial infiltrates on radiologic exams. Infectious, neoplastic, and other causes for such symptoms should be excluded by means of appropriate investigations.

Withhold or reduce dose for patients who develop persistent or recurrent Grade 2 ILD or pneumonitis. Permanently discontinue VERZENIO in all patients with Grade 3 or 4 ILD or pneumonitis.

Grade ≥3 increases in alanine aminotransferase (ALT) (2% to 6%) and aspartate aminotransferase (AST) (2% to 3%) were reported in patients receiving Verzenio.

Across four clinical trials in 3767 patients (monarchE, MONARCH 2, MONARCH 3, EMBER-3), the median time to onset of Grade ≥3 ALT increases ranged from 57 to 87 days and the median time to resolution to Grade <3 was 13 to 14 days. The median time to onset of Grade ≥3 AST increases ranged from 71 to 185 days and the median time to resolution to Grade <3 ranged from 11 to 15 days.

Monitor liver function tests (LFTs) prior to the start of VERZENIO therapy, every 2 weeks for the first 2 months, monthly for the next 2 months, and as clinically indicated. Dose interruption, dose reduction, dose discontinuation, or delay in starting treatment cycles is recommended for patients who develop persistent or recurrent Grade 2, or any Grade 3 or Grade 4 hepatic transaminase elevation.

Venous thromboembolic events (VTE) were reported in 2% to 5% of patients treated with Verzenio across four clinical trials in 3767 patients (monarchE, MONARCH 2, MONARCH 3, EMBER-3). VTE events included deep vein thrombosis, pulmonary embolism, pelvic venous thrombosis, cerebral venous sinus thrombosis, subclavian and axillary vein thrombosis, inferior vena cava thrombosis, jugular vein thrombosis, peripheral vein thrombosis and superficial vein thrombosis. In clinical trials, deaths due to VTE occurred in patients treated with Verzenio.

Verzenio has not been studied in patients with early breast cancer who had a history of VTE. Monitor patients for signs and symptoms of venous thrombosis and pulmonary embolism and treat as medically appropriate. Dose interruption is recommended for early breast cancer patients with any grade VTE event and for advanced or metastatic breast cancer patients with a Grade 3 or 4 VTE event.

Verzenio can cause fetal harm when administered to a pregnant woman, based on findings from animal studies and the mechanism of action. In animal reproduction studies, administration of abemaciclib to pregnant rats during the period of organogenesis caused teratogenicity and decreased fetal weight at maternal exposures that were similar to the human clinical exposure based on area under the curve (AUC) at the maximum recommended human dose.

Advise pregnant women of the potential risk to a fetus. Advise females of reproductive potential to use effective contraception during treatment with Verzenio and for 3 weeks after the last dose.

Verzenio can increase serum creatinine without affecting renal function. These increases were not associated with changes in glomerular function. In EMBER-3, creatinine increase occurred in 36% for all grades (Grade 3 or 4: 1.1%) of patients who received Inluriyo in combination with Verzenio. During Verzenio treatment, use alternative measures that are not based on serum creatinine to assess renal function such as BUN, cystatin C, or calculated GFR.

The most common adverse reactions (all grades, ≥10%) observed in monarchE for Verzenio plus tamoxifen or an aromatase inhibitor vs tamoxifen or an aromatase inhibitor, with a difference between arms of ≥2%, were diarrhea (84% vs 9%), infections (51% vs 39%), neutropenia (46% vs 6%), fatigue (41% vs 18%), leukopenia (38% vs 7%), nausea (30% vs 9%), anemia (24% vs 4%), headache (20% vs 15%), vomiting (18% vs 4.6%), stomatitis (14% vs 5%), lymphopenia (14% vs 3%), thrombocytopenia (13% vs 2%), decreased appetite (12% vs 2.4%), ALT increased (12% vs 6%), AST increased (12% vs 5%), dizziness (11% vs 7%), rash (11% vs 4.5%), and alopecia (11% vs 2.7%).

The most frequently reported ≥5% Grade 3 or 4 adverse reaction that occurred in the Verzenio arm vs the tamoxifen or an aromatase inhibitor arm of monarchE were neutropenia (19.6% vs 1%), leukopenia (11% vs <1%), diarrhea (8% vs 0.2%), and lymphopenia (5% vs <1%).

Lab abnormalities (all grades; Grade 3 or 4) for monarchE in ≥10% for Verzenio plus tamoxifen or an aromatase inhibitor with a difference between arms of ≥2% were increased serum creatinine (99% vs 91%; 0.5% vs <0.1%), decreased white blood cells (89% vs 28%; 19.1% vs 1.1%), decreased neutrophil count (84% vs 23%; 18.7% vs 1.9%), anemia (68% vs 17%; 1% vs .1%), decreased lymphocyte count (59% vs 24%; 13.2% vs 2.5%), decreased platelet count (37% vs 10%; .9% vs .2%), increased ALT (37% vs 24%; 2.6% vs 1.2%), increased AST (31% vs 18%; 1.6% vs .9%), and hypokalemia (11% vs 3.8%; 1.3% vs 0.2%).

The most common adverse reactions (all grades, ≥10%) observed in MONARCH 3 for Verzenio plus anastrozole or letrozole vs anastrozole or letrozole, with a difference between arms of ≥2%, were diarrhea (81% vs 30%), fatigue (40% vs 32%), neutropenia (41% vs 2%), infections (39% vs 29%), nausea (39% vs 20%), abdominal pain (29% vs 12%), vomiting (28% vs 12%), anemia (28% vs 5%), alopecia (27% vs 11%), decreased appetite (24% vs 9%), leukopenia (21% vs 2%), creatinine increased (19% vs 4%), constipation (16% vs 12%), ALT increased (16% vs 7%), AST increased (15% vs 7%), rash (14% vs 5%), pruritus (13% vs 9%), cough (13% vs 9%), dyspnea (12% vs 6%), dizziness (11% vs 9%), weight decreased (10% vs 3.1%), influenza-like illness (10% vs 8%), and thrombocytopenia (10% vs 2%).

The most frequently reported ≥5% Grade 3 or 4 adverse reactions that occurred in the Verzenio arm vs the placebo arm of MONARCH 3 were neutropenia (22% vs 1%), diarrhea (9% vs 1.2%), leukopenia (7% vs <1%)), increased ALT (6% vs 2%), and anemia (6% vs 1%).

Lab abnormalities (all grades; Grade 3 or 4) for MONARCH 3 in ≥10% for Verzenio plus anastrozole or letrozole with a difference between arms of ≥2% were increased serum creatinine (98% vs 84%; 2.2% vs 0%), decreased white blood cells (82% vs 27%; 13% vs 0.6%), anemia (82% vs 28%; 1.6% vs 0%), decreased neutrophil count (80% vs 21%; 21.9% vs 2.6%), decreased lymphocyte count (53% vs 26%; 7.6% vs 1.9%), decreased platelet count (36% vs 12%; 1.9% vs 0.6%), increased ALT (48% vs 25%; 6.6% vs 1.9%), and increased AST (37% vs 23%; 3.8% vs 0.6%).

The most common adverse reactions (all grades, ≥10%) observed in MONARCH 2 for Verzenio plus fulvestrant vs fulvestrant, with a difference between arms of ≥2%, were diarrhea (86% vs 25%), neutropenia (46% vs 4%), fatigue (46% vs 32%), nausea (45% vs 23%), infections (43% vs 25%), abdominal pain (35% vs 16%), anemia (29% vs 4%), leukopenia (28% vs 2%), decreased appetite (27% vs 12%), vomiting (26% vs 10%), headache (20% vs 15%), dysgeusia (18% vs 2.7%), thrombocytopenia (16% vs 3%), alopecia (16% vs 1.8%), stomatitis (15% vs 10%), ALT increased (13% vs 5%), pruritus (13% vs 6%), cough (13% vs 11%), dizziness (12% vs 6%), AST increased (12% vs 7%), peripheral edema (12% vs 7%), creatinine increased (12% vs <1%), rash (11% vs 4.5%), pyrexia (11% vs 6%), and weight decreased (10% vs 2.2%).

The most frequently reported ≥5% Grade 3 or 4 adverse reactions that occurred in the Verzenio arm vs the placebo arm of MONARCH 2 were neutropenia (25% vs 1%), diarrhea (13% vs 0.4%), leukopenia (9% vs 0%), anemia (7% vs 1%), and infections (5.7% vs 3.5%).

Lab abnormalities (all grades; Grade 3 or 4) for MONARCH 2 in ≥10% for Verzenio plus fulvestrant with a difference between arms of ≥2% were increased serum creatinine (98% vs 74%; 1.2% vs 0%), decreased white blood cells (90% vs 33%; 23.7% vs .9%), decreased neutrophil count (87% vs 30%; 32.5% vs 4.2%), anemia (84% vs 34%; 2.6% vs .5%), decreased lymphocyte count (63% vs 32%; 12.2% vs 1.8%), decreased platelet count (53% vs 15%; 2.1% vs 0%), increased ALT (41% vs 32%; 4.6% vs 1.4%), and increased AST (37% vs 25%; 3.9% vs 4.2%).

The most common adverse reactions (all grades, ≥10%) observed in MONARCH 1 with Verzenio were diarrhea (90%), fatigue (65%), nausea (64%), decreased appetite (45%), abdominal pain (39%), neutropenia (37%), vomiting (35%), infections (31%), anemia (25%), thrombocytopenia (20%), headache (20%), cough (19%), constipation (17%), leukopenia (17%), arthralgia (15%), dry mouth (14%), weight decreased (14%), stomatitis (14%), creatinine increased (13%), alopecia (12%), dysgeusia (12%), pyrexia (11%), dizziness (11%), and dehydration (10%).

The most frequently reported ≥5% Grade 3 or 4 adverse reactions from MONARCH 1 with Verzenio were diarrhea (20%), neutropenia (24%), fatigue (13%), and leukopenia (5%).

Lab abnormalities (all grades; Grade 3 or 4) for MONARCH 1 with Verzenio were increased serum creatinine (99%; .8%), decreased white blood cells (91%; 28%), decreased neutrophil count (88%; 26.6%), anemia (69%; 0%), decreased lymphocyte count (42%; 13.8%), decreased platelet count (41%; 2.3%), increased ALT (31%; 3.1%), and increased AST (30%; 3.8%).

Serious and Fatal Adverse Reactions for Inluriyo in combination with Verzenio: Serious adverse reactions occurred in 21% of patients who received Inluriyo in combination with Verzenio. Serious adverse reactions in >1% of patients who received Inluriyo in combination with Verzenio included pneumonia (2.4%), abdominal pain, and renal failure (each 1.4%). Fatal adverse reactions occurred in 3.8% of patients who received Inluriyo in combination with Verzenio, including pneumonia (1.4%), myocardial infarction, interstitial lung disease, and sepsis (0.5% each).

Most Common Adverse Reactions for Inluriyo in combination with Verzenio: The most common (≥10%) adverse reactions with Inluriyo in combination with Verzenio, including laboratory abnormalities, were decreased neutrophils, diarrhea, decreased hemoglobin, decreased lymphocytes, nausea, decreased platelets, fatigue, increased triglycerides, infections, increased AST, increased creatinine, increased ALT, vomiting, musculoskeletal pain, abdominal pain, decreased appetite, increased cholesterol, rash, cough, headache, and decreased weight.

Strong and moderate CYP3A inhibitors increased the exposure of abemaciclib plus its active metabolites to a clinically meaningful extent and may lead to increased toxicity. Avoid concomitant use of ketoconazole. Ketoconazole is predicted to increase the AUC of abemaciclib by up to 16-fold. In patients with recommended starting doses of 200 mg twice daily or 150 mg twice daily, reduce the Verzenio dose to 100 mg twice daily with concomitant use of strong CYP3A inhibitors other than ketoconazole. In patients who have had a dose reduction to 100 mg twice daily due to adverse reactions, further reduce the Verzenio dose to 50 mg twice daily with concomitant use of strong CYP3A inhibitors. If a patient taking Verzenio discontinues a strong CYP3A inhibitor, increase the Verzenio dose (after 3-5 half-lives of the inhibitor) to the dose that was used before starting the inhibitor. Patients should avoid grapefruit products. With concomitant use of moderate CYP3A inhibitors, monitor for adverse reactions and consider reducing the Verzenio dose in 50 mg decrements.

Avoid concomitant use of strong or moderate CYP3A inducers and consider alternative agents. Coadministration of strong or moderate CYP3A inducers decreased the plasma concentrations of abemaciclib plus its active metabolites and may lead to reduced activity.

With severe hepatic impairment (Child-Pugh C), reduce the Verzenio dosing frequency to once daily. No dosage adjustments are necessary in patients with mild or moderate hepatic impairment (Child-Pugh A or B).

Please see full Prescribing Information and Patient Information for Verzenio.

VZ IN HCP ISI ALL APPR

About Lilly
Lilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit Lilly.com and Lilly.com/news, or follow us on Facebook, Instagram, and LinkedIn. P-LLY

Trademarks and Trade Names
All trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are references in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies.

Cautionary Statement Regarding Forward-Looking Statements
This press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995) about sofetabart mipitecan as a potential treatment for ovarian cancer as well as other FRα-expressing solid tumors, olomorasib as a potential treatment for certain KRAS G12C-mutant advanced solid tumors, Retevmo (selpercatinib) as a treatment for advanced RET-mutant medullary thyroid cancer (MTC), and Verzenio (abemaciclib) as a treatment for certain HR+, HER2– breast cancers in the adjuvant and advanced or metastatic setting, and reflects Lilly's current beliefs and expectations. However, as with any pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, and commercialization. Among other things, there is no guarantee that planned or ongoing studies will be completed as planned, that future study results will be consistent with study results to date, that any of these therapies will prove to be a safe and effective treatment or receive regulatory approval, or that Lilly will execute its strategy as expected. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release.

Endnotes & References

Bax, Heather J et al. "Folate receptor alpha in ovarian cancer tissue and patient serum is associated with disease burden and treatment outcomes." British journal of cancer vol. 128,2 (2023): 342-353. doi:10.1038/s41416-022-02031-x  Scaranti, Mariana et al. "Exploiting the folate receptor α in oncology." Nature reviews. Clinical oncology vol. 17,6 (2020): 349-359. doi:10.1038/s41571-020-0339-5.  Kalli, Kimberly R et al. "Folate receptor alpha as a tumor target in epithelial ovarian cancer." Gynecologic oncology vol. 108,3 (2008): 619-26. doi:10.1016/j.ygyno.2007.11.020.  Viricel W, et al. Cancer Res. 2023;83(suppl 7):1544.  Ji J, Wang C, Fakih M. Targeting KRAS G12C-mutated advanced colorectal cancer: Research and clinical developments. OncoTargets and Therapy. 2022;Volume 15:747-756. doi:10.2147/ott.s340392 Peng S-B, Si C, Zhang Y, et al. Abstract 1259: Preclinical characterization of LY3537982, a novel, highly selective and potent KRAS-G12C inhibitor. Cancer Research. 2021;81(13_Supplement):1259-1259. doi:10.1158/1538-7445.am2021-1259 Retevmo. Prescribing information. Lilly USA, LLC. Verzenio. Prescribing information. Lilly USA, LLC. Inluriyo. Prescribing information. Lilly USA, LLC. Refer to:  Megan Talon; [email protected] (Media)
                 Michael Czapar; [email protected] (Investors)

SOURCE Eli Lilly and Company
2026-10-19 00:02 12d ago
2026-10-18 17:45 12d ago
Vysoké ocenění CrowdStrike může ohrozit výnos investice do roku 2028
CRWD CrowdStrike
FMP Stock News 78
Original source text
CrowdStrike (CRWD -7.03%) has been an incredible performer in 2026. The stock has nearly doubled this year, providing excellent returns. Can it sustain its momentum?

If you invest $5,000 in CrowdStrike now, what could that be worth by the end of 2028? The answer may be a bit shocking.

Image source: Getty Images.

CrowdStrike's cybersecurity solutions have never been more important
CrowdStrike is a cybersecurity company. It offers several products to provide a complete cybersecurity solution for its clients, and 51% of clients use six or more products. However, it all centers on endpoint protection, which is a way to prevent network access points from being used as attack vectors.

CRWD CrowdStrike$227.39-$17.18 (-7.03%)

NASDAQ · As of 4:00 PM ET 10/16/26

CrowdStrike uses AI to monitor an endpoint and shut down access if anything out of the ordinary is detected. When today's cybercriminals are assisted by AI, they become more potent. That's why proper cybersecurity platforms, like CrowdStrike, have become so important. The market recognizes this, which is why CrowdStrike's stock has skyrocketed this year.

However, there may be a bit of a problem. While cybersecurity adoption has certainly ramped up, CrowdStrike's revenue growth rate has remained steady over the past year.

CRWD Revenue (Quarterly YOY Growth) data by YCharts.

A 26% revenue growth rate is slower than many of the major AI giants, yet CrowdStrike's stock is outperforming them. Wall Street analysts don't expect anything out of the ordinary for the rest of the year, as they estimate 24% revenue growth in the third and fourth quarters. Next year, they expect 23% revenue growth.

Growth rates like that, combined with a stock that has doubled this year, start to raise red flags for me as an investor. The stock may have gotten ahead of itself, and it could be getting a bit pricey. One quick look at its price-to-sales (P/S) ratio (because it isn't profitable) confirms this.

CRWD P/S Ratio data by YCharts.

CrowdStrike is now the most expensive it has been since 2021. That's a huge red flag, as 2022 saw many software stocks, like CrowdStrike, crater because expectations were too high for the growth they were delivering. History may be repeating itself, as CrowdStrike's growth is matching its valuation.

Although I'm a CrowdStrike shareholder, now may be the time to trim and take some gains, as the stock has gotten very expensive. By 2028, CrowdStrike will have grown in some of its valuation, but not all. As a result, a $5,000 investment now could be worth less than it is today, based solely on a sky-high price tag. There are many other AI stocks with much better valuations and faster growth, and investors should turn their focus there.
2026-10-18 23:42 12d ago
2026-10-18 17:00 12d ago
Schwab a Interactive Brokers zavádějí úschovu kryptoměn
IBKR Interactive Brokers Group
FMP Stock News 85
Original source text
Three out of four crypto holders want their bank to manage their digital assets, yet most Americans still juggle separate apps, logins, and tax forms to do it. A handful of brokerages just changed that equation, but the fees, withdrawal…

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

A recent 2026 survey by Sentora of 10,000 U.S. crypto holders found that 75% want their banks to manage their Bitcoin (CRYPTO:BTC) and other digital currencies. The survey suggests that the large volume of crypto still stored on exchanges highlights a gap in banks’ custody options.

For many owners, managing Bitcoin has usually meant using a separate application, necessitating a different login and tax form than those used for retirement and brokerage accounts. In October, two major U.S. brokerages, Charles Schwab and Interactive Brokers, began to address this issue.

Schwab and Interactive Brokers Offer Crypto Custody, Besides Stocks

Firm
Current Offerings
Future Plans

Charles Schwab
Trading in Bitcoin and Ethereum for eligible clients
Phase in crypto deposits and withdrawals, plus add SOL, AVAX and LINK by year-end

Interactive Brokers
Crypto trading and ETH staking via Zerohash
Limited staking rollout

Deutsche Bank
No U.S. crypto offering
Plans to launch custody services in Germany first

Rick Wurster, CEO of Charles Schwab (NYSE:SCHW | SCHW Price Prediction), told analysts on October 15, “All clients can now access Schwab crypto. We are rolling out the ability for clients to transfer their crypto holdings to Schwab, and we are launching access to three new coins by the end of the year.”

These new digital currencies—Solana (CRYPTO:SOL), Avalanche (CRYPTO:AVAX) and Chainlink (CRYPTO:LINK)—will join Bitcoin and Ethereum (CRYPTO:ETH) on Schwab’s platform. This integration lets Schwab’s 48.6 million client accounts keep their crypto investments alongside their stock holdings.

Interactive Brokers (NASDAQ:IBKR) started allowing eligible clients to stake their Ether through Zerohash on October 13. Staking involves locking up coins to help secure the Ethereum network, earning rewards similar to interest on a bank deposit.

In contrast, Deutsche Bank (NYSE:DB) is launching crypto custody in Germany and currently offers no products to U.S. customers. As a result, U.S. investors primarily use brokerage accounts for crypto management rather than traditional banks.

Schwab Charges 0.75% a Trade and Caps Each Withdrawal at $5,000

Schwab charges a 0.75% fee for each crypto trade. So, for a $10,000 Bitcoin purchase, you’d pay $75 initially and about $150 total when you sell. For an investor who buys and holds for a long time, this fee might seem minimal compared to Bitcoin’s usual price fluctuations. However, for frequent traders, these fees can add up quickly.

Another consideration is the withdrawal limit: Schwab caps each crypto withdrawal at $5,000. This means that transferring $50,000 to a personal wallet would require ten separate transactions.

FDIC Insurance Doesn’t Cover Crypto, and SIPC Has Gaps

One critical concern for crypto holders is insurance. While FDIC insurance protects bank deposits, it doesn’t apply to cryptocurrencies. The SIPC provides some protection for missing assets if a brokerage firm fails, but it only covers securities and cash. Investors should carefully review their account agreements to understand how their crypto is stored. Staked assets at Interactive Brokers also fall outside SIPC protection.

In addition, staking offers potential rewards, but it also incurs costs. Interactive Brokers and Zerohash take up to 30% of the rewards earned. For example, if a client’s staked Ether yields $300 in a year, they would keep at least $210 after fees. Note that unstaking is subject to Ethereum’s waiting periods.

Near-Retirees Have Three Ways to Hold Crypto

For investors nearing retirement, there are a few ways to manage crypto:

Through Traditional Brokers: This option simplifies things, providing one login, one statement, and one tax form for year-end reporting and estate planning. However, investors may have limited coin choices and face per-trade fees and withdrawal limits, making it best for those looking to buy and hold.
Staking Ether: This can generate extra income, but it means losing SIPC protection and waiting periods if you need to access funds quickly. Staking is likely best suited for long-term Ether holders who can afford to put their investment away for a while.
Using a Crypto Exchange or Personal Wallet: This method allows for a broader selection of coins and full control. However, it puts the entire responsibility on the holder. Losing a recovery phrase might result in losing access to the coins. For many people approaching retirement, the risks of this option may outweigh the benefits of greater control.

Which U.S. Firms Already Offer Crypto Custody Beside Stocks?
Currently, Schwab and Interactive Brokers lead the way in offering crypto custody alongside traditional investments, while American investors still wait for banks to catch up.

For those near retirement who hold Bitcoin or Ethereum as a small portion of their portfolio, a brokerage they already know may offer the simplest solution—assuming they are comfortable with trading fees and understand the gaps in insurance coverage. Don’t assume familiar brands offer the same level of protection for crypto as they do for traditional assets.

Contact [email protected] for any questions or corrections.
2026-10-18 23:16 12d ago
2026-10-18 17:00 12d ago
Evercore jmenovala Dawna a Nataraje spoluprezidenty
EVR Evercore Partners
FMP Stock News 85
Original source text
Evercore (NYSE: EVR) today announced that its Board of Directors has appointed Nigel Dawn and Naveen Nataraj as Co-Presidents of the firm, effective January 1, 2027. Mr. Dawn and Mr. Nataraj will report to Chairman and Chief Executive Officer John S. Weinberg, who will continue to lead Evercore, its Management Committee and the firm’s strategic direction. Evercore’s Board and Mr. Weinberg have agreed that he will serve as Chairman and CEO for at least the next three years.

This new leadership structure will enable the firm to continue to build on its strategy for growth. In their new roles, Mr. Dawn and Mr. Nataraj will work closely with Mr. Weinberg, Roger C. Altman, Evercore’s founder and Senior Chairman, and the global senior leadership team to execute the firm’s strategy and drive global expansion. These appointments will strengthen Evercore’s ability to serve clients while preserving the values, culture and commitment to people that have long defined the firm.

Daniel Mendelow will become sole Head of U.S. Investment Banking, with responsibility for Evercore’s largest business. Jason Sobol will become Chairman of U.S. Investment Banking and will collaborate closely with Eduardo Mestre, who will remain Chairman of Global Investment Banking.

John S. Weinberg said, “As Evercore has grown and evolved, we see increased opportunities to bring value for our clients. This leadership structure will help us drive our strategy more effectively while reinforcing our commitment to clients, our values and our culture. Nigel and Naveen are accomplished leaders who will make important contributions in these roles. I am excited to continue working with them and with our global senior leadership.”

Roger C. Altman said, “Evercore is a different firm today, even compared with three years ago. It is much larger, broader and more global, and is competitively stronger. The firm will benefit from additional management resources to support John, and today’s announcement reflects that need. I could not have greater confidence in Nigel and Naveen and look forward to working with them in their new roles. Moreover, John’s leadership, judgment and deep commitment to our people and clients have been, and will continue to be, central to what we are building.”

Mr. Dawn has led the development of the market-leading global Private Capital (Trades, Portfolio) Advisory (“PCA”) business, with teams in the United States, Europe and Singapore. Mr. Dawn will become Chairman of PCA and remain closely connected to the business and its clients.

During his tenure at Evercore, Mr. Nataraj has advised some of the firm’s most important clients on transactions across a broad range of industries. He will continue to advise clients and remain actively engaged in the firm’s Investment Banking business.

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261018112796/en/

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2026-10-18 23:10 12d ago
2026-10-18 17:13 12d ago
Růst CRISPR Therapeutics závisí na pokroku CTX310
CRSP Crispr Therapeutics
FMP Stock News 90
Original source text
CRISPR Therapeutics (CRSP -4.41%), a gene editing-focused biotech, has made significant clinical and regulatory progress over the past five years. However, over this period, the company has lagged broader equities. CRISPR Therapeutics' shares have declined by about 47% since mid-October 2021, while the S&P 500 has gained almost 73%, as of writing.

Will CRISPR Therapeutics continue its southbound journey through the end of the decade, or does the company have what it takes to bounce back? Let's see where the biotech might be in 2030.

Pipeline progress will be key In 2023 and early 2024, CRISPR Therapeutics earned approval for Casgevy, a gene-editing medicine for transfusion-dependent beta-thalassemia (TDT) and sickle cell disease (SCD), both of which are blood-related disorders. CRISPR Therapeutics collaborated with Vertex Pharmaceuticals (VRTX -1.77%) to develop this therapy. The approval was an important milestone for the company for at least two reasons.

Image source: The Motley Fool.

First, before Casgevy, CRISPR Therapeutics didn't have a single product on the market. This treatment allowed it to transition to a commercial biotech. Second, Casgevy was the first CRISPR-based gene-editing therapy to earn approval. Since most of CRISPR Therapeutics' pipeline candidates are CRISPR-based gene-editing medicines, Casgevy's launch lent more credence to the company's platform. CRISPR Therapeutics hasn't made much significant clinical progress since Casgevy's approval, but the company has several exciting pipeline candidates that investors should keep an eye on.

One of them is CTX310, a medicine being developed to help lower LDL cholesterol and triglycerides (TGs) in some patients. Why is this important? At high levels, LDL and TGs can cause a range of cardiovascular problems. Treatment options do exist, but they often need to be taken daily. CTX310 could be a one-time option to help some patients reduce LDL and TGs. CRISPR Therapeutics recently reported data from a Phase 1 clinical trial in certain patients with high levels of LDL or TGs, in some cases due to rare genetic disorders. The medicine led to significant decreases in both LDL and TGs.

It's still too early to celebrate, but over the next five years, CRISPR Therapeutics could make significant progress with CTX310 and perhaps earn approval, opening up a potentially highly lucrative opportunity.

$49.25-$2.27 (-4.41%)

NASDAQ · As of 4:00 PM ET 10/16/26

CRISPR Therapeutics could also make meaningful progress with zugo-cel, an investigational medicine for several autoimmune diseases and blood cancers. Another pipeline candidate to keep an eye out for is CTX611, an investigational anticoagulant. CTX611 could be administered just twice a year, unlike today's anticoagulants, which are taken regularly. It is also being developed to reduce the risk of significant bleeding associated with many products in this niche. Perhaps the best-case scenario for CRISPR Therapeutics over the next five years would be to earn approval for all these medicines.

Hedge your bets If CRISPR Therapeutics does launch several of its promising therapies by 2030, the company's financial results will improve significantly, and its share price will likely jump. In the meantime, Casgevy's sales could also ramp up. Earlier this year, the therapy earned a label expansion in treating TDT and SCD patients as young as two, which added about 5,500 patients in the U.S. to its target market. That doesn't sound like a lot, but at a price of $2.2 million per treatment course, that's a meaningful expansion.

However, there are significant risks to consider. CRISPR Therapeutics' leading pipeline candidates could fail in clinical trials. It wouldn't be the first time the company has experienced a clinical setback. Also, many gene-editing medicines -- including some that CRISPR Therapeutics is developing -- are one-and-done treatments that are costly to manufacture and administer. So, the economics of these therapies aren't obviously conducive to profits. CRISPR Therapeutics will have to overcome this challenge.

The biotech is, without question, highly innovative, and it may see its shares soar over the medium term on strong clinical and commercial progress. But there is significant risk, too. Only investors comfortable with that should consider initiating a position in the stock.
2026-10-18 23:01 12d ago
2026-10-18 18:05 12d ago
Azenosertib prodloužil přežití pacientek na 15,8 měsíce
ZNTL Zentalis Pharmaceuticals
FMP Stock News 95
Original source text
 | Source:

ZENTALIS PHARMACEUTICALS

Median overall survival of 15.8 months in Cyclin E1-positive platinum-resistant ovarian cancer patients treated with azenosertib monotherapy Data to be presented as a rapid oral presentation at ESMO Congress 2026 on October 23, 2026 SAN DIEGO, Oct. 18, 2026 (GLOBE NEWSWIRE) -- Zentalis® Pharmaceuticals, Inc. (Nasdaq: ZNTL), a clinical oncology innovator advancing late-stage development of investigational first-in-class WEE1 inhibitor azenosertib as a biomarker-driven treatment approach for ovarian cancer, today announced that overall survival (OS) data from an interim analysis of the DENALI Part 1b study (GOG-3066) have been published in the abstract for the upcoming rapid oral presentation at the European Society for Medical Oncology (ESMO) Congress 2026.

The published abstract reports results for OS, a secondary endpoint of DENALI Part 1b in patients with platinum-resistant ovarian cancer (PROC), from an interim analysis. As of the September 2, 2025 data cutoff:

In the Cyclin E1-positive subgroup (n=48): median OS of 15.8 months (95% CI, 8.7–17.8);In the Cyclin E1-negative subgroup (n=46): median OS of 7.5 months (95% CI, 5.8–12.3);No new safety signals were observed. DENALI Part 1b enrolled 102 patients with PROC regardless of Cyclin E1 protein expression who had received between one and five prior lines of therapy, with prior bevacizumab required. The primary endpoint was objective response rate; secondary endpoints included duration of response, progression-free survival, OS and safety. Cyclin E1 status was retrospectively determined by immunohistochemistry using a proprietary cutoff, with 94 patients evaluable (Cyclin E1-positive: n=48; Cyclin E1-negative: n=46).

The abstract concludes that Cyclin E1 represents a highly selective and predictive biomarker for response to azenosertib, and that median OS with azenosertib compared favorably to historical single-agent chemotherapy benchmarks in patients with Cyclin E1-positive PROC, supporting further development of azenosertib in this biomarker-selected population in the ongoing DENALI Part 2 and ASPENOVA Phase 3 confirmatory trials.

The abstract is available on the ESMO Congress website and a rapid oral presentation is scheduled on October 23, 2026.

Presentation Details:

Title: "Azenosertib in platinum-resistant ovarian cancer (PROC): overall survival analysis from Part 1b of the DENALI study (GOG-3066)"Session: Rapid Oral Presentation — Gynecological Cancers: OvarianDate/Time: Friday, October 23, 2026, 4:15 p.m. – 5:45 p.m. CESTPresentation Number: 1242ROLocation: ESMO Congress 2026, Madrid, Spain About the DENALI Clinical Trial
DENALI is a multi-part Phase 2 registration-intended clinical trial (NCT05128825, GOG-3066) studying azenosertib in patients with PROC.

Part 1b enrolled 102 patients with PROC regardless of Cyclin E1 protein expression, all treated at 400 mg QD 5:2 (five days of once-daily administration of azenosertib, followed by two days without azenosertib). The primary endpoint was objective response rate per RECIST v1.1; secondary endpoints included duration of response, progression-free survival, overall survival, and safety.

Part 2 is prospectively enrolling PROC patients with Cyclin E1 protein overexpression based on Zentalis' proprietary immunohistochemistry cutoff. Part 2, in total, is designed to support accelerated approval, pending positive study outcomes and further discussions with the FDA. The study design consists of the following parts:

Part 2a: Dose confirmation evaluated two doses, 300 mg QD 5:2 and 400 mg QD 5:2, with approximately 30 patients enrolled per dose group. 400 mg QD 5:2 was selected as the optimal monotherapy dose. Recruitment at the 300 mg QD 5:2 dose level has been discontinued. All patients enrolled in Part 2a will contribute to the overall safety database submitted to the FDA.Part 2b: Enrollment expansion at the selected 400 mg QD 5:2 dose up to approximately 100 patients, including patients at this dose in Part 2a. Enrollment in this cohort is complete.Part 2c: Broadening of the study population, which is expected to include approximately 40 patients previously treated with a taxane-containing regimen for PROC. This cohort is currently enrolling. For physician and patient information about the DENALI trial, please visit www.denalitrial.com.

About ASPENOVA Clinical Trial
ASPENOVA is a Phase 3 randomized, confirmatory clinical trial designed to support full approval of azenosertib in patients with Cyclin E1-positive PROC. The trial is expected to enroll approximately 420 patients and compare azenosertib monotherapy at 400mg QD 5:2 to investigator's choice of standard-of-care single-agent chemotherapy (paclitaxel, pegylated liposomal doxorubicin [PLD], gemcitabine, or topotecan) in this biomarker-selected population. The primary endpoint is progression-free survival (PFS); key secondary endpoints include overall survival (OS) and overall response rate (ORR). The trial design was based on feedback from the U.S. FDA regarding requirements for seeking approval under the accelerated approval pathway and requirements to support potential conversion to full approval.

About Azenosertib
Azenosertib is an investigational, potentially first-in-class, selective, and orally bioavailable inhibitor of WEE1 currently being evaluated in clinical studies in ovarian cancer and additional tumor types. WEE1 acts as a master regulator of the G1-S and G2-M cell cycle checkpoints, through negative regulation of both CDK1 and CDK2, to prevent replication of cells with damaged DNA. By inhibiting WEE1, azenosertib enables cell cycle progression, despite high levels of DNA damage, thereby resulting in the accumulation of DNA damage and leading to mitotic catastrophe and cancer cell death.

Azenosertib is in late-stage development as a potential treatment for Cyclin E1-positive platinum-resistant ovarian cancer (PROC). There is currently no approved treatment option specifically for this biomarker-selected population which comprises approximately 50% of PROC patients. Cyclin E1 protein overexpression has been established as a sensitive and specific predictive biomarker for identifying patients who could potentially derive benefit from azenosertib treatment.

About Zentalis Pharmaceuticals
Zentalis is a clinical oncology innovator developing a treatment approach for ovarian cancer and multiple tumor types. Leveraging therapeutics development and biomarker expertise, Zentalis is advancing monotherapy and combination studies of its investigational first-in-class WEE1 inhibitor, azenosertib. Focused on translating WEE1 science into clinical practice, we aim to equip physicians with a targeted, non-chemo, orally available medicine that enhances treatment experience, choice, and outcomes. Our mission: to unburden cancer patients with more convenience and care.​

For more information, please visit www.zentalis.com. Follow Zentalis on LinkedIn at www.linkedin.com/company/zentalis-pharmaceuticals

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, as amended. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, but not limited to, statements regarding the continued development of azenosertib; the clinical and therapeutic potential of azenosertib; the potential for azenosertib to be first-in-class; the broad franchise potential of azenosertib; the Company’s biomarker-driven strategy for azenosertib, including the ability of Cyclin E1 to be a highly selective and predictive biomarker for response to azenosertib; and our participation in conference presentations. The terms “anticipate,” “advance,” “believe,” “design,” “develop,” “expect,” “intent,” “look forward,” “on track,” “plan,” “position,” “potential,” “runway,” “strategy,” “support,” “target,” “upcoming,” and “will” and similar references are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: our limited operating history, which may make it difficult to evaluate our current business and predict our future success and viability; we have and expect to continue to incur significant losses; our need for additional funding, which may not be available; our substantial dependence on the success of azenosertib; our plans, including the costs thereof, of development of companion diagnostics; the outcome of preclinical testing and early trials may not be predictive of the success of later clinical trials; potential unforeseen events during clinical trials could cause delays or other adverse consequences; risks relating to the regulatory approval process or ongoing regulatory obligations; our product candidates may cause serious adverse side effects; inability to maintain our collaborations, or the failure of these collaborations; our reliance on third parties; effects of significant competition; the possibility of system failures or security breaches; risks relating to intellectual property; our ability to attract, retain and motivate qualified personnel, and risks relating to management transitions; significant costs as a result of operating as a public company; and the other important factors discussed under the caption “Risk Factors” in our most recently filed periodic report on Form 10-K or 10-Q and subsequent filings with the U.S. Securities and Exchange Commission (SEC) and our other filings with the SEC. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.

ZENTALIS® and its associated logo are trademarks of Zentalis and/or its affiliates. All website addresses and other links in this press release are for information only and are not intended to be an active link or to incorporate any website or other information into this press release. 

Contact: 
Aron Feingold
VP, Investor Relations & Corporate Communications
[email protected]
2026-10-18 22:39 12d ago
2026-10-18 18:30 12d ago
Viking Therapeutics získala 575 milionů USD na studie VK2735
VKTX Viking Therapeutics
FMP Stock News 95
Original source text
Viking Therapeutics (VKTX -8.04%) wasted no time raising cash after the release of a successful maintenance trial, which strengthened the investment case for the stock. Viking raised more than $316 million in a stock offering at $35 per share and $258.75 million in convertible senior notes for gross proceeds of $575 million.

Why Viking Therapeutics needs the cash Clinical trials don't come cheap, and definitely not for the kind of large phase 3 trials that Viking is currently undertaking for its GLP-1 and GIP agonist, VK2735. The company is already undertaking 78-week phase 3 trials for VK2735 in subcutaneous (injectable) form in obesity (Vanquish-1) and adults with type 2 diabetes and obesity (Vanquish-2). In addition, management recently announced the initiation of 68-week phase 3 trials for VK2735 oral in obesity (Sunrise-1) and in "adults with type 2 diabetes who are obese or overweight" (Sunrise-2).

$25.17-$2.20 (-8.04%)

NASDAQ · As of 4:00 PM ET 10/16/26

In addition, Viking is currently undertaking the second part of the maintenance trial in which an initial 21-week subcutaneous dose of VK2735 will be followed by 12 weeks of a range of oral VK2735 maintenance doses.

The duration and size of these trials, as well as the company's lack of revenue, mean Viking is likely to burn cash until at least 2030, according to the Wall Street consensus from S&P Global Market Intelligence.

Clearly, Viking needs the cash not only to fund all the VK2735 trials but also to ensure the ongoing development of the rest of its pipeline, including an amylin agonist, VK3019 -- a class of weight-loss drugs that can be taken by patients who can't tolerate GLP-1 agonists or in combination with them. Eli Lilly and Novo Nordisk are also developing amylin agonists.

Image source: Getty Images.

A stock to buy? In the near future, investors are waiting for the second part of the maintenance trial. Given that it includes VK2735 oral as a maintenance dose, it's arguably much more important to the company's dual formulation strategy than the first part of the trial. Those results will hit in 2027, as will the Vanquish-1 and Vanquish-2 trials, although much later in the year, with Sunrise-1 and Sunrise-2 likely in 2028.

Given that CFO Greg Zante told investors in July that "our guidance remains intact that we have cash into 2028," the $575 million in cash will also support any commercial development of VK2735 and the company's ongoing pipeline development. In reality, the company's future pivots on the clinical success of VK2735. Still, the recent cash raise derisks the stock and enables management to continue to try to generate value for investors.

Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Eli Lilly and Novo Nordisk. The Motley Fool recommends Viking Therapeutics. The Motley Fool has a disclosure policy.
2026-10-18 22:15 12d ago
2026-10-18 12:00 12d ago
Objem nasmlouvaných zakázek společnosti D-Wave vzrostl o 688 % na 40,7 mil. USD
QBTS D-Wave Quantum
FMP Stock News 78
Original source text
Listen to the audio version of this article (generated by AI).

Tom Yeung here with your Sunday Digest.

In 1999, the legendary value investor Bill Miller walked out of a meeting with executives from Amazon.com Inc. (AMZN).

Miller was convinced he’d found the most capital-efficient retailer ever created. In a Barron’s article, he detailed how Amazon was potentially the future of shopping and concluded that the “payoff for being right is high.”

His Legg Mason Capital Management fund bought millions of shares for an average cost of $1.50, adjusted for splits.

Miller was right. Eventually.

Today, Amazon is worth over $250 a share. The company towers over the retail landscape, dominating areas like books, smart home devices, and household goods. It’s now hard to remember life without same-day shipping.

But Miller lost a lot of money on Amazon at first.

You see, the fund manager began buying shares right as the dot-com bubble was bursting. Amazon’s stock would fall to $0.30, and Miller’s position was in the red for years.

That’s why I warned you about buying quantum computing stocks last month. Even though shares of these companies will likely do fantastically over the next decade, their risky nature means you could lose a lot of money at first. Much like investing in Amazon in the 1990s, you need a 10-plus year horizon to buy quantum stocks today, if you plan on using a buy-and-hold strategy.

However, our resident trading expert, Jonathan Rose, is more interested in generating returns today.

In fact, he’s so confident in his trading system that he’s calling his latest free presentation the $10K to $100K Challenge. In it, he outlines how his system spots the tiny clues that professional traders leave behind, opening the door to more immediate returns… the sort that can turn $10,000 into $100,000 in just a year.

He will also make available three of his top trades after that presentation. And today, I’ve been given permission to reveal one of his three picks.

To learn more about the other two, click here to watch the replay of Jonathan’s $10K to $100K Challenge.

A Quantum Leap Forward
Quantum computers have long been the “holy grail” of computing. That’s because the subatomic particles described by quantum physics are not limited by the binary “0s” and “1s” of ordinary computers. Instead, quantum “bits” can live between “0” and “1” as well.

The possibilities here are vast. Quantum computers will be able to perform enormous numbers of calculations at the same time. They will also be able to break modern encryption, develop new drugs, and maybe even train AI models. I expect the industry to be worth trillions in a decade or so, and I highlighted three top contenders last month with the technology that could get us there.

However, those seeking shorter-term gains might want to consider D-Wave Quantum Inc. (QBTS), one of Jonathan’s recommendations in his $10K to $100K Challenge.

Let’s start with some background on the company…

A Business and a Bet
D-Wave began in 1999 as a spinout from the University of British Columbia in Vancouver. For the first 10 years, it was a physics project with not much of a business model. But in 2011, D-Wave became the first company to ever sell a quantum machine when Lockheed Martin Corp. (LMT) bought one for about $10 million.

D-Wave was so early because it used a relatively limited version of quantum computing known as annealing. It’s a narrow approach that can only do one thing: Find the lowest point.

There’s no encryption breaking. No drug molecule simulations. No Shor’s algorithm.

Instead, D-Wave’s computers can only do optimization problems, like finding the lowest point in a mountain range, or the shortest trip a postal worker can make. That makes D-Wave’s “computers” more like a wind tunnel – a useful tool, but good at only one task. That is not enough to turn D-Wave into a $100 billion company.

That’s almost certainly why D-Wave bought Quantum Circuits earlier this year for $800 million. That Yale University spinout is working on a more general-purpose quantum computer that now puts D-Wave on a better track to reaching the “holy grail” of computing.

The Bet Worth Taking
The obvious problem with D-Wave today is the same one that Bill Miller faced in 1999 with Amazon:

You know a new technology is a game changer, but it’s not clear when to get in.

Jonathan Rose’s system looks to solve this. By tracking “smart money” activity, his system detects when and where Wall Street is placing their bets and picks out which names are most likely to break out. It’s helped him navigate markets for over two decades, and he continues to use it to find the most promising bets for further investigation.

The system is now flagging D-Wave as a potential breakout stock.

Since the end of July, traders have been making major bullish bets on D-Wave. Open interest on bullish positions has more than doubled since July, while bearish positions are only up 67%. This has happened even as D-Wave’s stock was going down.

The positive bets are particularly noticeable for contracts expiring in late Q1 2027. The heavy bullish trading activity centered around that period suggests that Wall Street is convinced D-Wave will make a major upward move by March of next year.

So, why might Wall Street’s “smart money” buy a quantum stock that’s down 57% since June?

It certainly has nothing to do with quantum technology itself. A useful general-purpose quantum computer won’t appear until at least 2030, and I don’t expect D-Wave to get there first. Alphabet Inc. (GOOGL) is much further along.

But the interesting thing about tactical trading in D-Wave is that it does not depend on quantum computing at all. Instead, it’s all about certain announcements happening as scheduled.

The Bear Case is Breaking
For nine years D-Wave’s short sellers have had one argument: Revenue never comes.

Quarter after quarter, D-Wave has announced disappointing sales numbers that barely dented its nine-figure cost base. In fact, the company has now missed revenue estimates in 14 of its past 17 quarters. It’s why short interest has risen from around 10% of floated shares in 2024 to 16% in 2025, and almost 20% today.

The sharks are circling because there’s so much blood in the water.

The tide is finally turning. For the first time in the company’s history, D-Wave now has a meaningful amount of contracted revenues on its balance sheet. The company signed a $20 million contract with Florida Atlantic University in January, which helped bring its overall backlog to $40.7 million, up 688% in a year. It expects to convert more than half of that backlog into revenues by year-end.

That means fourth-quarter revenue estimates of $32 million are no longer just built on hope. The company finally has contracts it can convert into revenue, and its year-end numbers published in February should show a historic “surge” in sales.

That would suddenly change the optics for QBTS. The quantum computing firm would transform from a near-zero revenue company to one that looks like a hypergrowth firm. That alone could be enough to lure in new money that chases out the short sellers.

Rushing for the Exits
Chasing out the shorts deserves a special mention. D-Wave is currently a highly shorted stock, and these bearish traders are now sitting on large paper profits that can evaporate in an instant. If the stock suddenly shoots up (whether from rising revenues or swarm buying), every dollar of gains for long holders is a dollar of loss for these bears.

And here’s the thing: When short sellers close out, they need to buy the stock, not sell. That creates an upward pull on share prices, causing even more short sellers to close out, and so on.

This vicious cycle of buying is called a short squeeze, and it is every short seller’s worst nightmare.

So, how likely is it to happen to D-Wave?

As Eric Fry explains in a recent Fry’s Investment Report update (subscription required), the risk of a short squeeze is summed up by one measure known as “days to cover”:

Professional short sellers gauge crowding with a simple yardstick called “days to cover.” It answers one question: If every short seller tried to buy back their shares at once, how many days of normal trading would it take to get the job done?

Today, D-Wave’s 71 million shorted shares would take 4.5 days to unload, roughly the same amount of time it would take GameStop Corp.’s (GME) short sellers to exit. And because D-Wave is even more volatile than GameStop (since it is a smaller firm), the risk of a squeeze is even higher.

We saw this firsthand in September 2025, when QBTS surged from $15 to almost $40 within a month. Quantum stocks saw renewed investor interest, and the initial rise was compounded as short sellers cut their positions.

What should have been a minor rally in QBTS turned into a bonanza for the longs.

D-Wave’s “days to cover” number is now even higher than in 2025. And so, if the stock begins to rally, we could easily see shares going into the mid-$20 range on short covering.

Turning a Good Idea into a Great Trade
Now, I must note that a tactical position in QBTS is very risky. The company is still losing money, and the expected Q4 sales boost won’t come close to helping D-Wave break even.

Analysts expect net losses to hit $102 million this year, driven by heavy spending on research, sales, and stock-based compensation. Next year looks even worse as R&D spending ramps up.

That’s why investors need a way to tilt the odds further in their favor.

To do this, Jonathan uses a particular type of trade that will benefit if QBTS moves higher through March 2027. The maximum amount you can lose is the money you put in – much like what happens when a stock goes to zero. For a speculative company like D-Wave, this is always a real possibility.

But if QBTS doubles to $25, Jonathan’s strategy would net you a 6X increase by March, rather than the 2X rise had you just bought the stock outright.

Now, if this sounds too good to be true, I’d like you to watch Jonathan’s presentation. In it, he explains exactly how he sets his trades up for such lopsided gains, how to know when it’s time to cut losses, and how you too can use his system to identify potential winners and make the right kinds of trades.

We know D-Wave is an extremely risky stock in the short term. So, we might as well set up any wager to magnify gains if they materialize.

Click here to watch Jonathan’s presentation.

Until next week,

Thomas Yeung, CFA

Market Analyst, InvestorPlace

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.
2026-10-18 21:55 12d ago
2026-10-18 14:00 12d ago
Apple dosáhl tržní kapitalizace 5 bilionů USD
AAPL Apple
FMP Stock News 72
Original source text
Apple keeps setting records while Bitcoin slides further from its peak, but the real question for retirement investors goes beyond recent performance. The winner of this comparison might surprise anyone who assumes crypto always wins the long game.

Apple (NASDAQ: | AAPL Price Prediction AAPL) is on a roll, consistently hitting new highs. On October 13, 2026, its stock peaked at an intraday high of $348. It crossed the $5 trillion market value threshold for the first time on October 14 and ended the trading session on October 16 with another record close at $343, marking an impressive 26.7% gain for the year.

In contrast, Bitcoin (CRYPTO:BTC) has struggled. It hit a high of $126,080 on October 6, 2025, and has not set a new high in 2026. Bitcoin trades around $81,977 as of October 18, 35% below that peak, and has declined 6.8% in 2026.

So, in the Apple vs. Bitcoin comparison, which investment is more suitable for retirement funds that investors can’t afford to lose?

Apple Excels in Income and Buybacks

Apple rewards its shareholders with returns. While its 0.31% dividend yield may seem small, the board increased the quarterly dividend by 4% to $0.27 in April and approved an additional $100 billion for share buybacks. When a company buys back its shares, fewer shares remain, so each remaining share represents a larger portion of the company’s profits.

In the June quarter alone, Apple returned $33 billion to shareholders, with $25.8 billion coming from buybacks. This distribution was made possible by a 27.1% increase in net income, totaling $29.8 billion.

On the other hand, Bitcoin is a digital currency with a capped supply and no corporate entity behind it, meaning it generates no earnings or dividends. Its price fluctuations are driven by new investments from sources like ETF buyers and corporate treasuries. Therefore, in this round, Apple comes out on top.

Bitcoin’s Volatility Can Hurt Retirees More

Over the past year, Apple has risen by 39.3%, while Bitcoin has dropped by 23.4%. Although Bitcoin rose 26.1% in the 60 days leading up to October, it remains 35% below its peak.

This price disparity can be especially detrimental for retirees relying on their investments for income. A significant decline means they would have to sell more Bitcoin to cover their expenses, locking in potential losses. With decades to wait for a recovery, younger investors may handle Bitcoin’s wild price swings better than those who are 65 or older.

Apple does carry its own risks; it trades at about 45 times earnings, which some consider steep. Additionally, management has warned of rising memory costs in the September quarter. However, Apple has beaten earnings-per-share estimates for nine consecutive quarters, giving it an edge in risk management.

Bitcoin’s Long-Term Returns Are Impressive, but Apple Is More Reliable

In terms of long-term performance, Bitcoin shines with an astonishing 12,800% gain over the past decade, compared to around 1,180% for Apple. However, this figure starts from a much lower price of approximately $631 in October 2016, when Bitcoin was still growing. Over the last five years, Bitcoin has risen by 31.6%, while Apple’s stock has surged by 143.1%.

Looking forward, Apple must maintain sales momentum, and the signs are promising. iPhone revenue rose 22% in the June quarter, and management forecasts 9% to 11% revenue growth for the September quarter. CEO Tim Cook has described the supply challenges as a “demand forecast issue,” suggesting iPhone and Mac sales have exceeded Apple’s expectations.

In contrast, Bitcoin’s success largely relies on a steady influx of new buyers, which is a less stable foundation. For this reason, Apple also looks better for the future.

Is Apple or Bitcoin a Better Investment for Retirement?
In the Apple vs. Bitcoin debate, Apple is the healthier choice for retirement. It provides steady earnings, a growing dividend, and consistent buybacks, while Bitcoin has fallen 35% from its peak. Bitcoin may appeal more to younger investors who can take a small, speculative position and wait years for a recovery. However, retirees choosing Bitcoin face significant price fluctuations that could force them to sell at a loss.

Apple’s next test will be its pricing strategy, particularly with its new $1,999 iPhone Duo, which may reveal whether consumers are willing to continue paying a premium for the brand. Our perspective could shift if Apple’s next earnings report misses its 9% to 11% revenue guidance while Bitcoin breaks back above its $126,080 record, a 54% climb from its current price.

Contact [email protected] for any questions or corrections.
2026-10-18 21:54 12d ago
2026-10-18 16:45 12d ago
Tržby Azure překonaly 100 mld. USD
MSFT Microsoft
FMP Stock News 92
Original source text
Artificial intelligence (AI) stocks are having a rough time lately as some investors question the high costs of building data center infrastructure. And it likely won't slow down any time soon. Estimates from S&P Global show that AI infrastructure spending could surpass $1.3 trillion globally next year.

And investors are increasingly concerned that spending all of this spending may not turn into significant sales or earnings for the leading AI companies.

But Microsoft (MSFT -1.93%) is bucking the downward trend. Its shares have gained around 8% over the past month on optimism about its Azure cloud computing growth and its latest Copilot AI update.

Here's why investors are right to be optimistic about Microsoft's long-term AI prospects.

Image source: The Motley Fool.

Azure growth proves Microsoft's AI investments are working Microsoft reported its Q4 fiscal 2026 results in July and said at the time that "Customer demand continues to exceed available capacity" for its Azure cloud services.

The surge in demand for Azure services was driven by customers needing more AI capacity, resulting in Azure cloud revenue surpassing $100 billion for the first time -- a 41% increase from the previous year.

Microsoft's Intelligent Cloud revenue, which includes Azure, accounts for about 44% of the company's total revenue. So a significant increase in Azure sales is an important indicator that the company is making the right moves to tap into the rising demand for AI cloud services.

That's important for two reasons. The first is that the AI cloud market will accelerate, reaching an estimated $2 trillion globally by 2030. Microsoft's Azure is already a leading player, holding the second-largest global cloud market share at 21%.

Second, it shows that Microsoft's big AI investments are paying off. The company will spend about $175 billion this year on capital expenditures, most of it on AI infrastructure.

That's a huge sum of money, but Azure's rising sales and the $100 billion in annual revenue show that, at least so far, it's been money well spent. And management estimates that Azure revenue will increase by 45% in fiscal 2027, which should put to rest any worries investors have about Microsoft's ability to continue converting AI investment into sales.

MSFT Microsoft$529.05-$10.39 (-1.93%)

NASDAQ · As of 4:00 PM ET 10/16/26

Copilot proves Microsoft can still adapt to new software trends Azure may make the headlines for Microsoft these days, but the company's software moves are also a big part of its AI strategy.

Microsoft's new Copilot app can run on a desktop, similar to Anthropic's Claude, and help users code, has more workplace integrations, and completes some tasks autonomously. Microsoft wants it to be the new "OS for work," and its long-standing appeal to enterprise users means it has a good chance of benefiting from this space for years to come.

Even before the new Copilot version launched, the app had 30 million paid subscribers, a 50% jump from just a few months prior.

All of this matters because enterprise companies are increasingly shifting their focus from traditional software to AI capabilities. Research firm Gartner said recently that companies no longer want new features; they want "better outcomes" from AI. With Microsoft's new Copilot, the company is leaning into that sentiment by putting AI at the core of its products.

With its current trajectory, Microsoft could likely double its paid Copilot seats by the end of fiscal 2027.

A great long-term AI play With Microsoft's emphasis on AI enterprise software and its expanding Azure sales, the company is well-positioned to continue tapping into AI over the long term.

And considering that its shares have a trailing price-to-earnings (P/E) ratio of just 27 -- compared to the tech sector average P/E ratio of 33 -- Microsoft stock also looks like a relatively good deal right now.
2026-10-18 21:13 12d ago
2026-10-18 16:03 12d ago
WisdomTree uvedla ETF WSLS a WTAL na TXSE
WT Wisdomtree
FMP Stock News 92
Original source text
Hedge funds have long kept systematic long/short strategies out of reach for ordinary investors, but WisdomTree just listed two ETFs on the Texas Stock Exchange that aim to change that using AI models from a firm WisdomTree now partly owns.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

On October 8, 2026, WisdomTree announced the launch of the WisdomTree Efficient Long/Short U.S. SmallCap Equity Fund (TXSE:WSLS) and the WisdomTree Global Alpha Fund (TXSE:WTAL). Both funds have an expense ratio of 0.88%.

WisdomTree says the two funds give investors access to systematic long/short strategies “traditionally associated with hedge funds” through an ETF structure. They are WisdomTree’s first launches on the Texas Stock Exchange (TXSE), which already lists ETFs from other issuers.

How a Long/Short Fund Tries to Make Money
A long position makes money when a stock rises. A short position makes money when a stock falls. A fund that holds both can try to earn from the gap between the stocks it expects to do well and the ones it expects to lag.

A long/short strategy can seek returns from relative stock performance, but its sensitivity to the overall market depends on how the long and short exposures are balanced. WSLS also retains broad small-cap market exposure.

WisdomTree has used this approach before. The new funds build on the WisdomTree Efficient Long/Short U.S. Equity Fund (WTLS), which WisdomTree launched in January 2026.

WSLS Stacks a Stock-Picking Layer on Top of Small Caps
WSLS holds broad U.S. small-cap exposure, either through stocks or through derivatives (contracts whose value tracks an underlying asset), and on top of that core it runs a dynamic long/short “overlay,” which is a second strategy layered over the main holdings. WisdomTree’s thinking is that individual small-cap stocks have more widely spread returns, which may give its models more room to add value.

WTAL Aims to Earn Whether Markets Rise or Fall
WisdomTree says WTAL runs two long/short overlays: one in U.S. stocks and one in international stocks. According to WisdomTree, it gets that exposure through derivatives, including swaps (agreements in which two parties trade the returns of different assets), and holds Treasuries and cash as collateral.

WisdomTree says WTAL aims for a market-neutral return stream, meaning its results should come from how its stock picks perform against each other, with market direction playing a much smaller role. A traditional stock fund earns money when markets rise. WTAL is designed to earn from the spread between its winners and losers in any kind of market.

According to Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, “many investors want returns that don’t simply rise and fall with the broader market, but accessing those returns has often meant adding complexity to a portfolio.”

An Israeli Fintech Partner WisdomTree Partly Owns
Both funds pick investments using machine learning models developed by AlphaBeta. The models are trained on historical data to forecast a security’s return and/or risk. AlphaBeta is an Israeli fintech firm that specializes in quantitative and AI-driven strategies, and WisdomTree announced a strategic minority investment in the company in November 2025.

Leverage, Models and a Fee Hurdle
WisdomTree’s own disclosures list the risks. Both funds use derivatives, which create leverage, and the value of an investment may change quickly and without warning. Both are actively managed but rely heavily on quantitative models that may not perform as intended. WTAL also carries the added risks of investing in foreign stocks.

At WisdomTree’s stated 0.88% a year, each fund has to earn back its fee before an investor gets any benefit. That fee is far higher than many plain index funds charge, so the models have to produce enough extra return to cover the difference.

What to Look For Going Forward
Putting hedge fund-style strategies inside an ETF fixes the access problem. Anyone with a brokerage account can buy shares, with no high minimum investment. The harder question is whether the models can produce returns that support the fee and the leverage.

Over the coming months, investors can monitor asset growth, holdings, trading spreads, and shareholder reports, while assessing whether the strategies deliver adequate returns after expenses. For more on recent ETF launches on the same exchange, see our coverage of a new power-focused ETF that also sells calls.

Contact [email protected] for any questions or corrections.
2026-10-18 20:47 12d ago
2026-10-18 07:11 12d ago
Counterpoint nakoupil akcie společnosti Marvell Technology za 10,559 milionu USD
MRVL Marvell Technology Group
FMP Stock News 72
Original source text
Counterpoint Mutual Funds LLC bought a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 39,964 shares of the semiconductor company’s stock, valued at approximately $10,559,000. Marvell Technology makes up about 0.9% of Counterpoint Mutual Funds LLC’s investment portfolio, making the stock its 14th biggest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Focused Wealth Management Inc bought a new position in Marvell Technology in the first quarter valued at $608,000. Swedbank AB boosted its holdings in shares of Marvell Technology by 2.8% in the 1st quarter. Swedbank AB now owns 3,189,551 shares of the semiconductor company’s stock valued at $315,925,000 after buying an additional 85,816 shares during the last quarter. Merit Financial Group LLC increased its holdings in Marvell Technology by 22.9% during the second quarter. Merit Financial Group LLC now owns 27,079 shares of the semiconductor company’s stock worth $8,067,000 after buying an additional 5,047 shares during the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund raised its holdings in shares of Marvell Technology by 49.7% in the 1st quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 273,647 shares of the semiconductor company’s stock valued at $27,105,000 after purchasing an additional 90,800 shares during the period. Finally, Swiss National Bank lifted its stake in Marvell Technology by 5.4% in the 1st quarter. Swiss National Bank now owns 2,489,003 shares of the semiconductor company’s stock valued at $246,536,000 after purchasing an additional 126,600 shares during the last quarter. Institutional investors and hedge funds own 83.51% of the company’s stock.

Marvell Technology Price Performance
Shares of NASDAQ:MRVL opened at $227.83 on Friday. The firm’s fifty day moving average is $241.14 and its 200-day moving average is $216.11. Marvell Technology, Inc. has a 52 week low of $70.68 and a 52 week high of $329.88. The firm has a market cap of $199.78 billion, a PE ratio of 75.19, a price-to-earnings-growth ratio of 6.79 and a beta of 2.26. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.62 and a current ratio of 3.17.

Marvell Technology (NASDAQ:MRVL – Get Free Report) last released its quarterly earnings results on Thursday, August 27th. The semiconductor company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.01. Marvell Technology had a net margin of 27.93% and a return on equity of 13.57%. The firm had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.72 billion. During the same quarter last year, the business earned $0.67 EPS. The company’s revenue was up 36.5% compared to the same quarter last year. Marvell Technology has set its Q3 2027 guidance at 1.050-1.150 EPS. Sell-side analysts predict that Marvell Technology, Inc. will post 3.05 earnings per share for the current year.
Marvell Technology Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Friday, October 9th will be given a dividend of $0.06 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $0.24 annualized dividend and a dividend yield of 0.1%. Marvell Technology’s dividend payout ratio (DPR) is 7.92%.

Analyst Ratings Changes
A number of equities analysts have commented on MRVL shares. Benchmark reaffirmed a “buy” rating on shares of Marvell Technology in a research report on Monday, August 24th. Rosenblatt Securities boosted their price objective on shares of Marvell Technology from $240.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, August 25th. Bank of America lifted their price target on shares of Marvell Technology from $240.00 to $365.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. BMO Capital Markets reaffirmed a “market perform” rating and issued a $325.00 price objective on shares of Marvell Technology in a report on Wednesday, October 7th. Finally, Royal Bank Of Canada raised their target price on shares of Marvell Technology from $360.00 to $425.00 and gave the company an “outperform” rating in a report on Wednesday, October 7th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $327.36.

Check Out Our Latest Stock Analysis on MRVL

Insider Activity at Marvell Technology
In related news, insider Sandeep Bharathi sold 3,685 shares of the firm’s stock in a transaction dated Friday, October 16th. The shares were sold at an average price of $234.97, for a total value of $865,864.45. Following the transaction, the insider owned 58,748 shares of the company’s stock, valued at approximately $13,804,017.56. This trade represents a 5.90% decrease in their position. The sale was disclosed in a legal 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Justin Scarpulla sold 1,100 shares of the firm’s stock in a transaction that occurred on Thursday, October 8th. The shares were sold at an average price of $273.59, for a total value of $300,949.00. Following the completion of the transaction, the chief accounting officer owned 909 shares in the company, valued at $248,693.31. This represents a 54.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 57,285 shares of company stock worth $12,837,063 over the last three months. 0.12% of the stock is currently owned by company insiders.

More Marvell Technology News
Here are the key news stories impacting Marvell Technology this week:

Positive Sentiment: Marvell’s recent Investor Day highlighted strong expected demand for custom AI chips, data-center infrastructure and networking silicon. The company raised its long-term sales outlook, supporting the view that it could deliver substantial revenue and earnings growth. Long-term Marvell growth outlook
Positive Sentiment: Erste Group Bank reportedly increased its earnings-per-share forecast for Marvell, while other analysts remain optimistic about the company’s growth potential in AI and data-center markets. Marvell EPS forecast increase
Neutral Sentiment: CEO Matthew Murphy sold 7,500 shares, and insider Sandeep Bharathi sold 3,685 shares. Both transactions were conducted under pre-arranged Rule 10b5-1 plans to cover tax withholding tied to vested equity awards, reducing their significance as signals about the company’s outlook. Marvell CEO SEC filing Marvell insider SEC filing
Negative Sentiment: Broadcom CEO Hock Tan’s warning about the amount of capital required to fund AI infrastructure is weighing on custom AI-chip companies, including Marvell. Investors fear that hyperscalers may become more selective with spending or demand better returns, particularly after Marvell’s substantial rally. Broadcom AI funding warning
Negative Sentiment: Hotter U.S. inflation data and rising interest-rate expectations have triggered a broader technology and semiconductor sell-off. High-growth stocks such as Marvell are particularly vulnerable because their valuation depends heavily on future AI-driven earnings. Marvell market pressure

Marvell Technology Profile
(Free Report)

Marvell Technology, Inc (NASDAQ: MRVL) is a semiconductor company that develops infrastructure solutions for data centers, telecommunications networks, enterprise systems, automotive applications and other connected markets. Its products are designed to support the movement, processing, storage and security of data across complex computing and communications environments.

The company’s portfolio includes data-processing and networking processors, custom application-specific integrated circuits, Ethernet switches and controllers, storage controllers, connectivity products, and electro-optics solutions.

Read More

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2026-10-18 20:30 12d ago
2026-10-18 14:00 12d ago
Duolingo čelí hromadné žalobě kvůli růstu počtu uživatelů
DUOL Duolingo
FMP Stock News 78
Original source text
NEW YORK, Oct. 18, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Duolingo, Inc. (NASDAQ: DUOL) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Duolingo securities between May 2, 2025 and February 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/cases/duolingo-inc-duol-class_action_lawsuit.

Duolingo Case Details

The Complaint alleges that throughout the Class Period, Defendants failed to disclose that:
(1)   Daily Active User (“DAU”) growth rates were being leveraged against deliberately added user friction in the form of significant increases in ad volume, subscription tier upsells, and worsened product quality, and Duolingo understood that any amount of user friction would cause users to leave the app and, ultimately, negatively impact DAU growth rates;
(2)    the Company’s rigorous A/B testing demonstrated that increased friction in the free user experience was having negative impacts on DAU growth rates;
(3)   Duolingo’s quickly generated AI content was worsening the quality of the Company’s product offerings, negatively impacting the user experience and user trends, and threatening the sustainability of the Company’s financial performance; and
(4)   Duolingo’s constant A/B testing informed the Company that its monetization push and lower-quality, rapidly generated AI content were degrading the Duolingo product experience and the value proposition of its subscription tiers.

What's Next for Duolingo Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/cases/duolingo-inc-duol-class_action_lawsuit. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Duolingo you have until December 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Duolingo Investors

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

Why Bronstein, Gewirtz & Grossman, LLC for Duolingo Securities Class Action?

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

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

Attorney advertising.
Prior results do not guarantee similar outcomes.
2026-10-18 20:29 12d ago
2026-10-18 14:00 12d ago
Spor může zpozdit přeřazení marihuany do kategorie Schedule III
GTBIF Green Thumb Industries
FMP Stock News 92
Original source text
Marijuana rescheduling was supposed to give U.S. cannabis companies some much-needed relief. Instead, another regulatory dispute threatens to drag out a process that's already taken years.

The latest complication involves a Government Accountability Office report examining how federal agencies evaluate controlled substances. Opponents of marijuana rescheduling want the report added to the administrative record, along with additional testimony and access to documents.

The DEA has indicated it doesn't object to including the report. But the additional requests could delay a final decision on moving marijuana from Schedule I to Schedule III.

For Green Thumb Industries (GTBIF -4.23%), the timing is frustrating, as rescheduling could eliminate a major federal tax burden and allow the company to keep more of the money it earns. That said, there's a stronger argument for owning Green Thumb than betting on what happens in Washington.

Image source: Getty Images.

The tax situation could change dramatically Cannabis companies face an unusual disadvantage under Section 280E of the federal tax code. Because marijuana remains a Schedule I substance for much of the industry, businesses generally cannot deduct ordinary operating expenses such as employee salaries, rent, and advertising when calculating federal taxable income. Moving marijuana to Schedule III would eliminate that restriction for qualifying activities.

Green Thumb could benefit substantially, though the exact savings would depend on the final rules and how they're implemented. Until then, the company must continue operating under a tax structure that most other businesses don't face.

But even with that disadvantage, Green Thumb still generated $29 million in operating cash flow during Q2 2026. Revenue reached $306.7 million, while normalized earnings before interest, taxes, depreciation, and amortization (EBITDA) totaled $84.3 million. The company also reported $4.9 million in net income. Those results provide a useful glimpse of what Green Thumb is capable of, even in the absence of any broader federal tax relief.

The stock doesn't require a rescheduling victory At approximately $6.40 per share, Green Thumb carries a market capitalization of around $1.4 billion, or roughly 1.1 times annualized second-quarter revenue. That's a relatively modest sales multiple for a company with an established retail network, positive earnings, and meaningful cash generation. The valuation also leaves room for improvement if the company can stabilize margins.

GTBIF Green Thumb Industries$6.11-$0.27 (-4.23%)

OTC · As of 3:59 PM ET 10/16/26

Q2 gross margin fell to 45% from 49.9% a year earlier, reflecting the competitive pressures facing cannabis retailers. But Green Thumb has been using its financial flexibility to repurchase shares. By the end of the quarter, it had repurchased about 29.5 million shares for $203.4 million. Those buybacks help reduce Green Thumb's outstanding share count, giving remaining shareholders a larger ownership stake in the company.

Should you buy? Green Thumb's biggest near-term catalyst remains federal policy, but its investment case shouldn't depend entirely on rescheduling. At its current valuation, the stock offers exposure to an established cannabis business that's already generating cash, with the possibility of substantial tax relief if federal reform advances.

To be sure, the risks remain significant, including pricing pressure, regulatory uncertainty, and uneven growth across state markets. Still, Green Thumb looks attractive if you're patient and can tolerate a bit of volatility. A delayed rescheduling decision may frustrate shareholders, but it doesn't erase the company's earnings, cash flow, or potential upside.
2026-10-18 19:37 12d ago
2026-10-18 13:27 12d ago
SL Green dokončuje modernizaci 245 Park Avenue za 225 milionů USD
SLG SL Green Realty
FMP Stock News 94
Original source text
Fresh off a $2 billion re-fi, SL Green’s 1.8 million square-foot 245 Park Avenue reached 100% occupancy in September — and that’s only part of the property’s story.

The 44-story tower on the entire block between East 46th and East 47th is putting the finishing touches on what SL Green CEO Marc Holliday called a “seismic,” $225 million repositioning. The project includes a new wraparound public plaza, a striking new Park Avenue podium facade by KPF, lavish tenant amenities and, soon, a restaurant from John Meadow’s LDV Hospitality.

A rendering of 245 Park Ave. after its $225 million facelift is complete. SL Green
“It’s a quintessential SLG Green case study,” Holliday told us. “It was a comprehensive re-do from the plaza to the roof. We breathe new life into older buildings and bring them up to world-class standards.” The work is expected to wrap up in March.

Holliday credited joint-venture partner Mori Trust and architects KPF for “sharing our vision” to make 245 Park Avenue fully competitive in the red-hot Park Avenue market. He also expressed gratitude to the Department of City Planning for cooperating in the plaza redesign.

Rents at 245 Park were around $85 per square foot when SL Green took total control of the property in 2022 following a “contentious bankruptcy” by the previous owner, Holliday said. More recent “asks” were as high as $185 psf. The lease that filled the building was for Nearwater Management, which took 36,563 square feet.

SL Green CEO Marc Holliday said 245 Park’s rents were $85 per square foot when the company took over the property in 2022. Recent “asks” were up to $185 psf.
SL Green first entered the 245 Park picture as a lender in 2018. It was technically about 80% full when SL Green took over four years later, but that’s misleading since a number of leases were expiring. “We had to re-establish good tenant relationships” after disruption during the bankruptcy, Holliday said. The tower has since lured Area Management, Carlyle Investment Management, EQT Partners and Houlihan Lokey.

245 Park Ave.’s facelift includes lavish tenant amenities. SL Green
Holliday said of the re-fi, “We’re thrilled at the support we got from the debt community, it’s very satisfying.” The new loan led by JP Morgan Chase and including six other banks replaced a $1.2 billion mortgage loan and a $568 mezzanine loan.

The tower will soon have a  restaurant from John Meadow’s LVD Hospitality. It will fill a 10,000 square-foot ground-level corner at the north end of the Park Avenue side.

“The space was vacant for many years. We don’t know why,” Holliday said. “We chose LVD because they’re great operators.” Meadow is known for his popular Scarpetta trattorias but a concept for 245 Park has yet to be chosen.
2026-10-18 19:24 12d ago
2026-10-18 15:04 12d ago
USDY překonal BUIDL, držitelé ONDO nemají nárok na podkladová aktiva
BLK BlackRock
FMP Stock News 88
Original source text
Ondo's tokenized Treasury product just dethroned BlackRock's BUIDL in size, yet the ONDO token keeps sliding deeper into the red. The relationship between Ondo's growing business and its token's value may not be what investors assume.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Ondo Finance’s tokenized Treasury product, the Ondo US Dollar Yield token (USDY), has surpassed BUIDL from BlackRock (NYSE:BLK | BLK Price Prediction) in size. Despite this achievement, the Ondo (CRYPTO:ONDO) token fell 9% during the week ending October 17, 2026. USDY currently holds about $2.33 billion, slightly more than the $2.2 billion held by BlackRock’s tokenized fund.

ONDO is trading at around 44 cents, down 3% in one day. Its weekly drop is considerably steeper than the 1.7% decline in Bitcoin (CRYPTO:BTC) and the 3.4% dip in Ethereum (CRYPTO:ETH). ONDO is now 79.5% below its all-time high of $2.14, reached on December 15, 2024. While the USDY product continues to grow, the ONDO token’s value keeps falling. Does this increase in USDY suggest that ONDO is undervalued?

USDY Pays Yield to Its Holders, While ONDO Offers Only Governance

USDY is a yield-bearing token backed by short-term US Treasuries and bank deposits, as Ondo states on its product page. Legally, USDY represents debt from a separate entity, which should protect its reserves from Ondo’s creditors if Ondo Finance faces financial difficulties. Notably, USDY is sold under Regulation S, which means only non-US buyers can purchase it.

In contrast, ONDO serves as a governance token. Holders of ONDO tokens have the right to vote on proposals for the Ondo DAO, the community organization overseeing parts of the platform. While buyers can create and redeem USDY using dollars or stablecoins, ONDO has no role in that process. The $2.33 billion in USDY belongs to its holders.

Ondo generates revenue from the difference between two yields: one yield paid to USDY holders and another earned by the portfolio backing USDY. However, Ondo Finance is a private company that does not disclose how much of this yield gap contributes to its revenue.

The only connection between Ondo’s business and the ONDO token is its governance function. In June, a community member proposed a temperature check on the Flux Finance governance forum about using part of Ondo’s revenue to buy back and eliminate ONDO tokens. The post clarified that this was only a temperature check, not a binding on-chain proposal.

Ondo’s US Expansion Relies on USD and Stablecoins, Not ONDO

Ondo also operates OUSG, a tokenized Treasury fund designed for qualified investors, along with Ondo Global Markets. The BVI unit of Ondo issues tokenized notes that track US stocks and ETFs for non-US investors, with broker Alpaca holding the underlying shares. In a letter sent to the SEC on April 13, Ondo sought no-action relief, indicating that it aims to record these positions on Ethereum’s main network, with BitGo safeguarding the tokens.

A significant regulatory advancement for Ondo was acquiring Oasis Pro, which gave it an SEC-registered broker-dealer, an alternative trading system for matching buyers and sellers, and a transfer agent to track ownership of each security. On July 23, Oasis Pro Markets received FINRA approval to offer tokenized stocks and funds to US investors.

However, Ondo’s announcement of this approval said trades could settle in fiat currencies or “supported stablecoins” and did not mention ONDO. Thus, Ondo’s regulated operations in the US could continue to grow without creating demand for ONDO.

BlackRock Continues to Earn Fees While USDY Leads BUIDL

Claiming that Ondo is a direct rival to BlackRock may be overstating the competition. In March 2024, Ondo transferred its OUSG reserves into BlackRock’s BUIDL fund, making it a BUIDL client. Additionally, USDY’s portfolio includes an Ondo-tokenized version of the iShares 0-1 Year Treasury Bond ETF (NASDAQ:SHV), which is managed by BlackRock. So, even as USDY grows past BUIDL, BlackRock still earns fees as Ondo grows.

Moreover, the two products serve different buyers. BlackRock developed BUIDL in partnership with Securitize for large institutions, while USDY appeals to non-US individuals and organizations, as well as to crypto lending and trading applications that accept it as collateral. Currently, USDY’s lead over BUIDL is quite narrow, at roughly $130 million to $160 million depending on the count, meaning a single large deposit into BUIDL could change their rankings.

ONDO’s Market Cap Excludes 5 Billion Tokens Yet to Be Released

Currently, ONDO’s market cap is about $2.13 billion, less than USDY’s. Its fully diluted valuation, which factors in all 10 billion tokens that will ever exist, is about $4.38 billion. This makes ONDO appear more affordable than USDY. However, this comparison mistakenly treats customer deposits as if they belong to token holders.

The supply also affects the price. Of the 10 billion ONDO token maximum, about 4.87 billion are currently in circulation, meaning only 49% of the total supply is available. Ondo still has 5.13 billion tokens to release, which could further affect market dynamics.

Is ONDO Undervalued Now That Ondo’s Tokenized Treasury Leads BUIDL?
No. USDY’s growth doesn’t make ONDO undervalued because ONDO holders have no claim on USDY’s reserves, no ownership stake in Ondo Finance, and no claim on the company’s fees. Holding ONDO for the tokenization theme buys a vote on Ondo’s direction, but no share of its cash flow, and 5.13 billion tokens still have to unlock.

We’d change our view once a binding fee-switch proposal passes an on-chain vote and Ondo starts using its revenue to buy back ONDO. Until then, USDY could keep growing past BUIDL while ONDO lags Bitcoin, as it did the week ending October 17.

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Contact [email protected] for any questions or corrections.
2026-10-18 19:17 12d ago
2026-10-18 12:50 12d ago
Tržby společnosti Gilead Sciences vzrostly o 10 %
GILD Gilead Sciences
FMP Stock News 92
Original source text
Gilead Sciences (GILD -0.75%), a biotech leader, has outperformed broader equities this year. The company's financial results have been fairly strong, contributing to its year-to-date performance. However, another factor behind Gilead Sciences' run is its important regulatory progress, which has improved its lineup of approved drugs. That's all well and good, but after climbing by almost 30% this year, are Gilead's shares still attractive?

Recent approvals could move the needle Over the past few years, Gilead Sciences has experienced declining sales from its coronavirus medicine, Veklury. The company's financial results have sometimes been mixed as a result, but things are trending up for the biotech giant. In the second quarter, Gilead Sciences' revenue came in at $7.8 billion, up 10% year over year. Product sales excluding Veklury also grew by 10% compared to the year-ago period. The company reported a non-GAAP loss per share of $6.75, compared to earnings per share of $2.01 in the year-ago period. The decline was mostly due to acquisition-related expenses.

Image source: Getty Images.

Gilead Sciences' core HIV portfolio was the primary driver of this performance. HIV product sales came in at $5.7 billion, up 12% year over year. The good news is that recent approvals (and label expansions) will help strengthen the company's HIV lineup and diversify its portfolio. In late August, Gilead Sciences announced that the U.S. Food and Drug Administration (FDA) had approved Bixlenvo, an HIV regimen. Bixlenvo is a daily oral tablet that combines two existing HIV medicines.

It helps simplify treatment for certain patients who were taking more than one pill per day. According to some estimates, that represents 5% of HIV patients in the U.S. That's in the neighborhood of 58,000 people. So, this market isn't huge. But the approval of Bixlenvo helps solidify Gilead Sciences' leadership position in the HIV market. Moving beyond HIV, Gilead Sciences received a label expansion for Trodelvy, a cancer medicine, in June. Trodelvy can now be used as a first-line treatment in metastatic triple-negative breast cancer.

The medicine was already indicated for previously treated breast cancer, but the first-line indication tends to be the most lucrative. That's because drugs approved as second- or third-line treatments are eligible for only a fraction of the patient pool, whereas being indicated as a first-line treatment means eligibility for all newly diagnosed patients. That's why the recent Trodelvy label expansion in one of the deadliest cancers in the world could be particularly important.

$156.19-$1.18 (-0.75%)

NASDAQ · As of 4:00 PM ET 10/16/26

Lastly, in May, Gilead Sciences earned approval for Hepcludex, a medication for chronic hepatitis delta virus (HDV) infection. It will be a nice addition to the company's liver disease portfolio, which is performing fairly well. Second-quarter liver disease sales came in at $877 million, up 10% year over year. Management expects Hepcludex to be a modest growth contributor in this segment.

A reliable dividend stock Gilead Sciences' brand-new approvals -- and the Trodelvy label expansion -- should help the company's revenue and earnings move in the right direction over the medium term as the impact of Veklury on its financial results fades. Of course, the biotech giant can still count on several of its flagship products. None is more important than Biktarvy, an HIV medicine. Biktarvy is the leading HIV treatment in the U.S. Descovy for PrEP is another important growth driver.

Gilead Sciences should also make significant clinical and regulatory progress over the next few years, especially in HIV and oncology. So, the company's financial results should remain strong in the medium term. Here's another good reason to consider Gilead Sciences: It is a solid dividend stock. The company boasts a forward yield of 2.2%, compared with the S&P 500's average of 1.1%, and has increased its payouts by 74.5% over the past decade. Gilead Sciences appears to be an attractive dividend payer for long-term investors.
2026-10-18 18:55 12d ago
2026-10-18 14:32 12d ago
BNT113 nesplnil cíl v podobě přežití bez progrese
BNTX BioNTech
FMP Stock News 92
Original source text
The personalized cancer vaccine landscape is arguably at an inflection point. Moderna (MRNA -7.82%), one of the leaders in the space, posted outstanding Phase 3 clinical trial results for one of its candidates, intismeran autogene. That was one of the first-ever major Phase 3 wins for an mRNA-based cancer vaccine. BioNTech (BNTX -2.76%) is another biotech seeking breakthroughs in this field. However, the company has experienced several clinical setbacks in recent months. Should investors stick with BioNTech through these troubles?

Another clinical trial failure First, a little bit of background. BioNTech partnered with Pfizer (PFE +0.48%) to develop and market Comirnaty, a leading coronavirus vaccine. Even though the biotech was handsomely rewarded for its efforts, the COVID-19 market is no longer what it once was. Demand for vaccines has decreased significantly, leading to declining sales of Comirnaty. In the second quarter, BioNTech's revenue was 105.6 million euros (about $118.3 million), a decrease of almost 60% compared to the year-ago period. The company posted a net loss per share of 3.24 euros (about $3.63), significantly worse than the 1.60 euros (about $1.79) loss per share reported in the prior-year quarter.

Image source: Getty Images.

BioNTech's poor financial results partly explain its underperformance in recent years, but the hope is that the company's deep pipeline will enable it to launch new products over the medium term and deliver much stronger results. However, recent clinical setbacks have put a bit of a dent in those plans. The first of these was in late August. BioNTech announced that it was stopping a Phase 2 clinical trial for autogene cevumeran, which it was testing as an adjuvant treatment for certain patients with colorectal cancer. The company made that decision following the recommendation of an independent group of experts who oversee clinical trials.

Autogene cevumeran is still undergoing a Phase 2 study in combination with Tecentriq and chemotherapy in some patients with pancreatic ductal adenocarcinoma. So it could still earn approval. Even so, recent developments have made that outcome less likely. More recently, on Oct. 13, BioNTech announced even more bad news. The company said that one of its candidates, BNT113, failed to meet one of its dual primary endpoints in a Phase 2/3 clinical trial in certain patients with head and neck cancer. BNT113 is being tested in this study in combination with Keytruda versus Keytruda alone.

But it has failed to demonstrate a statistically significant improvement in progression-free survival compared to Keytruda. The study is ongoing, and BioNTech hopes that BNT113 will meet its other primary endpoint, overall survival. That's arguably the most important endpoint in oncology clinical trials. So, all isn't lost for BNT113. But this was another important setback, sending BioNTech's shares down by about 5%.

$87.71-$2.49 (-2.76%)

NASDAQ · As of 4:00 PM ET 10/16/26

Can BioNTech bounce back? BioNTech still has a deep pipeline. The company is running more than 25 Phase 2 or Phase 3 clinical trials in oncology. One of its most promising candidates is pumitamig, which the company is developing in collaboration with Bristol Myers Squibb (BMY -1.35%). Pumitamig is a bispecific antibody. It combines two cancer-fighting mechanisms in a single drug, which could, in theory, lead to stronger efficacy than medicines that utilize only one of those mechanisms. Pumitamig has already produced promising results in clinical trials.

Now, it is undergoing multiple Phase 2 and Phase 3 studies across various potential indications, including breast, lung, and gastric cancers, among others. Pumitamig could turn out to be a pipeline-in-a-drug. But there is a very real possibility that it will also face clinical setbacks, as could BioNTech's other candidates. Meanwhile, the biotech has a market cap of about $23 billion, which is a lot for a company that generates little revenue and is unprofitable. BioNTech's market cap reflects the depth of its pipeline, and if the company can earn enough wins to transform its approved portfolio over the next few years, the stock could perform well.

However, there is significant uncertainty, especially following recent clinical trial failures. Investors with an appetite for risk should consider the stock, but risk-averse investors will want to look elsewhere.
2026-10-18 17:48 12d ago
2026-10-18 13:13 12d ago
Rosen Law Firm prověřuje možné nároky akcionářů společnosti J.B. Hunt
JBHT JB Hunt Transport Services
FMP Stock News 72
Original source text
, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of J.B. Hunt Transport Services, Inc. (NASDAQ: JBHT) resulting from allegations that J.B. Hunt may have issued materially misleading business information to the investing public.

So What: If you purchased J.B. Hunt securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/jb-hunt-transport-services-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On September 16, 2026, CNBC published an article entitled "J.B. Hunt stock plunges 10% after company warns third-quarter earnings will fall." The article further stated that J.B. Hunt's Chief Financial Officer had "said between costs for recruiting, advertising, onboarding, training and sign-on bonuses, the company expects to see about $25 million more in the third quarter compared with the second quarter."

On this news, J.B. Hunt's shares fell sharply in intraday trading on September 16, 2026.

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

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

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

Contact Information:

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

SOURCE THE ROSEN LAW FIRM, P. A.
2026-10-18 17:46 12d ago
2026-10-18 11:30 12d ago
AST SpaceMobile čelí hromadné žalobě investorů
ASTS AST SpaceMobile
FMP Stock News 78
Original source text
Did you buy ASTS securities between March 4, 2025 and July 15, 2026?

Affected ASTS Investor Summary

Who: AST SpaceMobile, Inc. (NASDAQ: ASTS)
What: Securities fraud class action lawsuit filed
Class Period: March 4, 2025 through July 15, 2026
Deadline to Seek Lead Plaintiff Status: November 13, 2026
Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company's capital and liquidity position.
Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options

, /PRNewswire/ -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against AST SpaceMobile, Inc. (AST) (NASDAQ: ASTS) on behalf of those who purchased or acquired AST securities between March 4, 2025 and July 15, 2026, inclusive. The lawsuit is filed in the United States District Court for the Western District of Texas and is captioned Hunter v. AST SpaceMobile, Inc., No. 7:26-cv-00378 (W.D. Tex.). Investors have until November 13, 2026, to file for lead plaintiff status. 

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:    

If you purchased or acquired AST securities and have lost money on your investment, please provide your information here:

https://www.ktmc.com/asts-ast-spacemobile-inc-class-action-lawsuit?utm_source=PR_Newswire&utm_medium=pressrelease&utm_campaign=asts&mktm=PR 

To view the AST video on YouTube, click here: https://youtu.be/Y3ho2nK1mZo?si=UWOeZxO1resG0YuO 

You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected].  There is no cost or obligation to speak with an attorney.

AST SPACEMOBILE, INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY: 

The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material facts about the company's business, operations, and prospects.  Specifically, Defendants failed to disclose to investors that: (1) AST's increasing capital requirements were likely to increase the company's debt load and share dilution with greater frequency and at greater scale than Defendants had signaled to investors; (2) accordingly, AST had overstated the sufficiency of the company's capital and liquidity position to achieve its strategic and business goals; (3) AST likewise overstated the durability of its competitive position in the satellite D2C market; (4) even following the EchoStar Transaction, Defendants continued overstating AST's competitive position in the satellite D2C market; (5) AST was experiencing slow user adoption in the U.S. and Japan; (6) the foregoing was likely to have a significant negative impact on AST's business and financial prospects; and (7) as a result, Defendants' public statements were materially false and misleading at all relevant times.

Why did AST's Stock Drop?

Between September 8, 2025 and July 15, 2026, a series of stock downgrades and company disclosures caused AST's stock price to fall significantly.  Specifically, on January 7, 2026, Scotiabank downgraded AST to sell, citing, among other things, significant competition from SpaceX's Starlink, slow customer adoption, and delays in launching AST's satellites. Then, on July 15, 2026, AST issued a press release "announc[ing] the pricing of $1.0 billion aggregate principal amount of 1.625% convertible senior notes due 2034".  Following these disclosures, AST's Class A common stock price fell $11.30 per share, or 17.04%, to close at $55.01 per share on July 16, 2026.

WHAT AST SPACEMOBILE, INC. INVESTORS CAN DO NOW:

File to be lead plaintiff by November 13, 2026.
Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you.
Retain counsel of choice or take no action.

THE LEAD PLAINTIFF PROCESS FOR AST SPACEMOBILE, INC. INVESTORS:

AST investors may, no later than November 13, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation.  The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

Kessler Topaz Meltzer & Check, LLP encourages AST investors to contact the firm for more information.

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):    

Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including being recognized in Chambers & Partners USA 2026 as a Band 1 Top Firm in Securities and Class Actions, Legal 500's Tier 1 Rankings for Securities and M&A Litigation, The National Law Journal's Plaintiff's Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group's Honor Roll of Most Feared Law Firms, The Legal Intelligencer's Class Action Firm of the Year, Lawdragon's Leading Plaintiff Financial Lawyers, and Law360's Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent.  The complaint in this matter was not filed by KTMC.

CONTACT:

Jonathan Naji, Esq.

(484) 270-1453

280 King of Prussia Road

Radnor, PA 19087

[email protected] 

May be considered attorney advertising in certain jurisdictions.  Past results do not guarantee future outcomes. 

SOURCE Kessler Topaz Meltzer & Check, LLP
2026-10-18 17:21 12d ago
2026-10-18 12:00 12d ago
D-Wave Quantum čelí hromadné žalobě investorů
QBTS D-Wave Quantum
FMP Stock News 82
Original source text
New York, New York--(Newsfile Corp. - October 18, 2026) - Lead Plaintiff Deadline: December 15, 2026. Investors who purchased (NASDAQ: QBTS) securities between February 26, 2026 and August 25, 2026 may be eligible to recover losses.

Bronstein, Gewirtz & Grossman, LLC ("BG&G"), a nationally recognized investor-rights law firm, announces that it has filed a securities class action lawsuit against D-Wave Quantum Inc. (NASDAQ: QBTS) ("D-Wave" or the "Company") and certain of its officers.

The lawsuit, captioned, Case No. 5:26-cv-11953, was filed on October 15, 2026, in the United States District Court for the Northern District of California. The action seeks to recover damages on behalf of all persons and entities that purchased or otherwise acquired D-Wave securities between February 26, 2026 and August 25, 2026, both dates inclusive (the "Class Period"), for alleged violations of the federal securities laws.

Investors are encouraged to join this case by visiting the firm's website: https://bgandg.com/cases/d-wave-quantum-inc-qbts-class_action_lawsuit/

D-Wave Case Details

The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and financial prospects. Specifically, the complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:

Defendants materially overstated D-Wave's business, operational, and financial prospects; The foregoing was reasonably likely to negatively impact the Company's business and reputation; and As a result, Defendants' public statements were materially false and misleading at all relevant times.On August 6, 2026, D-Wave reported second-quarter revenue of $3.08 million, falling short of analysts' expectations of approximately $4.03 million to $4.08 million. On this news, D-Wave's stock price declined $1.99 per share, or 9.28%, closing at $19.41 per share.

Then, on August 25, 2026, D-Wave announced that Chief Financial Officer John Markovich would retire and resign from his position effective September 2, 2026. On this news, D-Wave's stock price fell $1.84 per share, or 9.51%, closing at $17.51 per share on August 26, 2026.

What's Next for D-Wave Investors?

Bronstein, Gewirtz & Grossman, LLC has already filed a class action lawsuit on behalf of D-Wave investors. The action is pending in the United States District Court for the Northern District of California under Case No. 5:26-cv-11953.

If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/cases/d-wave-quantum-inc-qbts-class_action_lawsuit, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in D-Wave you have until December 15, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to D-Wave Investors

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

Why Bronstein, Gewirtz & Grossman, LLC for D-Wave Securities Class Action?

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

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/319389

Source: Bronstein, Gewirtz & Grossman, LLC

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-10-18 17:01 12d ago
2026-10-18 11:06 12d ago
Litva vyšetřuje pokus o žhářský útok na zařízení Starlink jako ruskou sabotáž
SPCX SpaceX
FMP Stock News 78
Original source text
Lithuania is treating an attempted arson attack at a SpaceX (SPCX.O) Starlink base station on Sunday as a ​Russia-linked act of sabotage aimed at undermining Ukraine's military capacity, ‌the head of the government's National Crisis Management Centre said.

Lithuanian authorities are searching for suspects who attempted to set fire to a Starlink base station ​on the outskirts of the capital Vilnius at about 2 ​a.m. (2300 GMT on Saturday), said Vilmantas Vitkauskas.

The blaze was ⁠quickly extinguished, causing only minor property damage and no disruption to ​operations, he added.

"We understand that this was not a routine arson ​attack but an act of sabotage," Vitkauskas told reporters in Vilnius.

He said the incident was linked to earlier arson attacks against Starlink stations in Bulgaria and ​Poland.

"They are part of Russian attempts to disrupt Starlink and influence ​the success of Ukrainian operations," he said. "Ukraine is the target."

Ukraine uses Starlink terminals ‌extensively ⁠for battlefield communications and installs Starlink receivers in many of its drones as part of their guidance systems.

The terminals are used to conduct strikes on Russian targets inside Ukraine and help its interceptor drones ​defend against Russian drone ​attacks.

Bulgarian authorities ⁠said fire was set to several Starlink antennas in the country on October 10, according to local ​media reports. And a fire at a Starlink ​facility in ⁠Poland in September damaged its power system and backup generator.

Poland said at the time it believed the fire was an act of sabotage aimed ⁠at ​disrupting internet services, including for Ukraine's military, ​and blamed Russia. Four suspects were detained.

Moscow says such accusations are baseless and the result ​of anti-Russian hysteria.
2026-10-18 17:01 12d ago
2026-10-18 11:41 12d ago
Muse Wonder Full je druhý v žebříčku AI modelů
FB Meta Platforms
FMP Stock News 92
Original source text
Magnificent Seven company Meta Platforms NASDAQ: META recently made a landmark statement related to its artificial intelligence journey.

Meta Platforms Today

$709.33 -27.39 (-3.72%)

As of 10/16/2026 04:00 PM Eastern

$520.26▼

$779.820.30%

26.72

$808.88

The company claims that Muse Wonder, its latest model family, is frontier-class, putting it in the same territory as models developed by OpenAI and Anthropic.

Get Meta Platforms alerts:

This marks the first time Meta has framed its Muse models as among the most intelligent available. And, investors don’t just have to take Meta’s word for it; model evaluation sites provide third-party validation of this claim.

As Meta looks to improve AI monetization over time, developing a leading-class model could be a key benefit the firm has historically lacked.

Meta’s New Muse Models Move Up in Frontier Ranking HierarchyApproximately 14 months ago, Meta began to “overhaul” its AI efforts. This overhaul included launching Meta Superintelligence Labs (MSL) and hiring Alexandr Wang to lead the division. Before this, investors saw Meta’s Llama models as lagging far behind the frontier, leaving them with limited confidence in the company’s ability to compete with other LLM developers.

By April 2026, MSL released its first model, Muse Spark. Although the firm noted that Muse Spark was its most powerful model yet, the company framed it as being “competitive” rather than pushing the frontier of model development. With the release of Muse Wonder and Muse Wonder Full, that framing has changed.

Meta now notes that the Muse Wonder models “deliver state-of-the-art performance on personal and professional agentic tasks.” Data from the model evaluation site, Artificial Analysis, supports Meta’s assessment and highlights a significant jump in performance compared to its previous model, Muse Spark 1.3.

On its Artificial Analysis Intelligence Index, the evaluator gives Muse Wonder Full a score of 56. This ties for the second-highest score of any model, with Anthropic’s Claude Sonnet 5.5 also scoring 56. Anthropic’s Claude Opus 5.5 has the highest score at 58. Muse Wonder Full notably ranks above OpenAI’s GPT-6 Astra and Alphabet’s NASDAQ: GOOGL Gemini 4 Argon, which both have scores of 53. Meanwhile, Muse Wonder scores slightly lower at 52.

With Muse Wonder Full and Muse Wonder both ranking in this upper echelon, Artificial Analysis’s data supports the idea that Meta now has frontier-class models in its hands. The firm also notes a significant jump in the capabilities of these models compared to Muse Spark 1.3, which has a score of 48.

Meta Raises Model Prices, Keeps Muse Wonder Full Behind Subscription WallInterestingly, Muse Wonder comes with a hefty price increase versus Muse Spark 1.3. On their max settings, Muse Wonder’s cost per Artificial Analysis Intelligence Index task is $4.52, or 2.8 times higher than Muse Spark 1.3’s cost of $1.60. This is still meaningfully below the cost per task of Anthropic’s most intelligent models, but also significantly higher than OpenAI and Alphabet’s top models. The increase suggests that Meta believes the model’s improved capabilities justify a higher price.

On the other hand, the more powerful Muse Wonder Full is only available through $50 per month and $200 per month subscriptions to Muse Code, not on a per-token basis. This suggests that Meta primarily wants to position Muse Wonder Full as being for agentic coding tasks, while Muse Wonder is more for general-purpose usage. It also suggests that Meta hopes to build a more stable, subscription-based revenue stream by keeping Muse Wonder Full behind this gate.

Additionally, by keeping Muse Wonder Full access to only Muse Code subscribers, it gives software developers a reason to try Muse Code. This could help Meta position Muse Code as a competitor to Anthropic’s Claude Code and OpenAI’s Codex. Still, only time will tell whether software developers actually stick with Muse Code rather than experimenting with it for a short time.

Meta notes that Muse Wonder will soon power more of its Muse agent. As the company looks to scale this product, Muse Wonder’s improved capabilities could improve user experiences and aid demand.

Meta Releases a Flurry of Products With Q3 Earnings on the HorizonMeta has demonstrated the ability to significantly improve its models in a relatively short time. This bodes well for the company’s ability to continue competing with other model developers on frontier intelligence and to scale its non-advertising AI revenue. However, up to this point, Meta’s non-ad AI potential has yet to meaningfully translate into its financial results.

The Muse agent, the Meta Enterprise Platform, Muse Code, and now the Muse Wonder model releases should make Meta’s future earnings calls more interesting. Investors should look for signs of strong early adoption and, over time, a contribution to revenue growth. Meta’s next earnings report is quickly approaching, slated for Oct. 21 after the market close.

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

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2026-10-18 16:59 12d ago
2026-10-18 12:31 12d ago
Nvidia v listopadu 2025 klesla o 13 %
NVDA Nvidia
FMP Stock News 88
Original source text
Nvidia's (NVDA -1.43%) rapid ascent to the world's most valuable enterprise might be unlike anything the market has ever seen. In the past five years, its share price has produced an incredible 899% gain (as of Oct. 15). With that return, a $10,000 investment would be worth $100,000 today.

The driver of this has been, unsurprisingly, artificial intelligence (AI). Nvidia's graphics processing units are the leading chips for training and running AI models. And these hardware devices are a hot commodity among the company's customers. Nvidia's data center revenue soared 117% year over year to $89 billion last fiscal quarter (Q2 2027 ended July 26).

A burgeoning industry position in the middle of a generational technology shift is an easy sell to investors right now. History says this AI stock tends to perform well in November, so maybe now is a good time to buy shares. But there's one thing that could break that pattern of positive returns.

Image source: The Motley Fool.

November 2025 was the only negative return This decade, Nvidia has been a compelling portfolio addition in November. In November 2020, shares were up 7%. In November 2021 and 2022, they jumped more than 25%. November 2023 saw a 15% increase, followed by a more muted 4% gain in November 2024.

The bears finally cheered last year. During the 11th month of 2025, Nvidia stock dipped 13%.

Nvidia optimists will take the average return of 13% and conclude that the share price will rise by that much this November. On the other hand, the naysayers will point to the clear deterioration in the stock's monthly performance in recent years. They'll assume shares are set to fall in November.

Investors shouldn't jump to any conclusions, however. The macroeconomic backdrop, as well as industry conditions, seem to have been anything but stable. Then there's market sentiment, which is constantly shifting based on how the investment community is feeling at any particular moment. November could bring anything.

NVDA Nvidia$214.13-$3.10 (-1.43%)

NASDAQ · As of 4:00 PM ET 10/16/26

Hyperscalers are Nvidia's key demand driver Let's still assume that there's a higher probability that Nvidia posts a positive return compared to a loss in November. Instead of taking a victory lap, consider what could break that pattern of upbeat results. In my view, it comes down to one thing.

Nvidia's most important customer cohort contains the five big hyperscalers. Combined, Alphabet, Microsoft, Amazon, Meta Platforms, and Oracle, as well as other hyperscalers, contributed $49 billion to data center segment sales, which as mentioned, totaled $89 billion in the most recent fiscal quarter. These customers are spending tremendous sums of capital to build AI-related technical infrastructure.

The amount of money they allocate to Nvidia products and services depends on how much momentum their businesses have. Specifically, we've seen cloud revenue accelerate for Amazon Web Services, Microsoft Azure, Google Cloud, and Oracle Cloud Infrastructure in recent quarters. Hyperscaler backlogs have exploded, measured cumulatively at more than $2 trillion.

That's an immediate demand signal that helps to alleviate investor concerns about Nvidia's own business strength. Four of the top five hyperscalers will report their third-quarter financial results in the next two weeks. Investors should continue to pay close attention to numbers and commentary related to how their cloud segments perform.

The logic is straightforward. Slower cloud growth gives hyperscalers less reason to keep expanding capital expenditures (capex) at the current pace. And any cuts to forecast capex will negatively impact Nvidia's data center business. Furthermore, market sentiment might plummet.

If the growth decelerates in Q3, it's not exactly a reason to panic. That doesn't automatically start a trend. And the view is that AI is still in the early innings. However, a slowdown could drive fears that the AI boom is starting to cool. That could pressure Nvidia shares.
2026-10-18 16:58 12d ago
2026-10-18 12:30 12d ago
Disney nabídne práci nejméně 60 zaměstnancům společnosti Character.AI
DIS Walt Disney
FMP Stock News 85
Original source text
In Brief

Posted:

Image Credits:Character.AI

After chatbot startup Character.AI filed for bankruptcy earlier this week, many of its employees will have the opportunity to take jobs at Disney.

Character.AI’s former CEO Karandeep Anand recently became the entertainment giant’s first CTO, and the startup previously said that Disney had agreed to acquire some of its assets for $20 million.

A legal filing spotted by Bloomberg revealed more details about the agreement between Character.AI and Disney, with Disney agreeing to make employment offers to at least 60 Character.AI employees — the majority of the workforce — paying them an estimated $60 million in annual compensation.

The filing also says that the “vast majority” of Character.AI employees who were offered jobs at Disney accepted them. However, this is a stalking horse bid, so another company could come forward with a higher offer.

The filing says that despite its “large and engaged user base,” Character.AI has been hobbled by high costs and “potential litigation-related liabilities and regulatory engagement.” (The company was sued by the mother of a 14-year-old boy who said her son became obsessed with one of Character.AI’s chatbots before committing suicide; it also faces government investigations over child safety concerns.)

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2026-10-18 16:57 12d ago
2026-10-18 10:31 12d ago
Bitcoinový fond společnosti BlackRock zaznamenal odliv 165,4 milionu USD
BLK BlackRock
FMP Stock News 78
Original source text
BlackRock's Bitcoin ETF just shed hundreds of millions in a single week after a massive price rally, and whether that signals a Wall Street retreat or something far less alarming depends on a number you probably haven't seen yet.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

BlackRock‘s (NYSE: BLK | BLK Price Prediction) iShares Bitcoin Trust (NASDAQ: IBIT) saw a significant outflow of $165.4 million for the week ending October 16, 2026, accounting for most of the $228.4 million in Bitcoin ETF outflows that week. These ETFs hold Bitcoin and trade like stocks, so a net outflow means investors withdrew more money than they invested.

This selling occurred after a strong period for Bitcoin. As of October 17, Bitcoin (CRYPTO: BTC) trades around $81,141, down 1.7% over the past week but up 6.8% over the last month. Since August 18, Bitcoin has risen 25.4% to about $64,681.

So, is Wall Street genuinely retreating from Bitcoin, or is that week’s outflow being exaggerated?

IBIT Accounted for 72% of $228 Million in Bitcoin ETF Outflows

IBIT’s outflow accounted for about 72% of the week’s total withdrawals from Bitcoin ETFs. When a major fund like IBIT drives most of the outflow, a few large investors adjusting their positions can significantly affect the total.

Other funds also posted losses, including the Fidelity Wise Origin Bitcoin Fund (CBOE: FBTC), which lost $60.2 million; the Grayscale Bitcoin Mini Trust (NYSEARCA: BTC), which fell $7.6 million; and the Invesco Galaxy Bitcoin ETF, which lost $4.1 million. However, not all news was negative; the Morgan Stanley Bitcoin Trust took in $6.7 million, and the Bitwise Bitcoin ETF added $2.2 million, showing that some new investments are still flowing into Bitcoin ETFs during a downturn.

The trend continued into the week’s final session, when U.S. spot Bitcoin ETFs lost $82.4 million on October 16, with IBIT accounting for $71.8 million of that total.

A $228 Million Outflow Is Small Next to $104 Billion in Bitcoin ETFs

Despite the $228.4 million outflow, U.S. spot Bitcoin ETFs held $104.3 billion in total net assets on October 16, according to SoSoValue. This means the week’s withdrawals totaled roughly one-fifth of one percent of that total, with IBIT’s share alone at about one-sixth of one percent.

BlackRock’s recent performance also tells a positive story. The firm reported $79.6 billion in assets on its digital-assets platform in its third-quarter results, including IBIT.

Notably, on a single strong day, investors put substantially more money into these funds than they pulled out over the entire week. On September 21, for example, Bitcoin ETFs attracted roughly $999 million, making that week’s outflow only about 23% of one day’s inflow.

One Heavy Selling Day Did Most of the Damage to Bitcoin ETFs

The investor activity varied significantly throughout the week. Bitcoin ETFs brought in $175.6 million on October 13 but lost $261.5 million the next day. A small inflow of $5.1 million came on October 15 before the final outflow on October 16.

The significant outflow on October 14 alone surpassed the week’s total net withdrawal, suggesting a single, heavy selling session did most of the damage. Positive inflows on other days helped recover some of the losses.

Bitcoin’s price, however, seemed resilient against these sell-offs. A 1.7% drop over the week feels relatively mild given the substantial outflows, although on a longer timeline, Bitcoin is down 6.8% this year and 23.4% in the past year.

Do $228 Million in Bitcoin ETF Outflows Indicate Wall Street Is Pulling Back?
The current flow data does not strongly indicate that Wall Street is retreating from Bitcoin. A $228.4 million outflow against a backdrop of $104.3 billion in assets appears more like investors taking profits after a significant 25.4% price increase rather than a long-term pullback. Furthermore, BlackRock’s iShares platform recorded $135 billion in net inflows in the third quarter, and institutions looking to reduce risk would likely show up in these numbers first.

A real retreat would be noticeable in the data; for instance, if U.S. spot Bitcoin ETFs recorded a weekly net outflow exceeding $999 million, matching the inflow seen on September 21, and if IBIT faced a second consecutive week of losses, it could indicate a more significant retreat. Until then, the October sell-offs appear to reflect a momentary pause by investors, who still hold a substantial $104.3 billion in these funds.

Contact [email protected] for any questions or corrections.
2026-10-18 16:47 12d ago
2026-10-18 10:17 12d ago
Occidental Petroleum snížila dluh o 1,9 mld. USD
OXY Occidental petroleum
FMP Stock News 95
Original source text
Warren Buffett’s bet on Occidental Petroleum (NYSE: OXY) is seemingly paying off, with the stock rising over 50% in the past year. 

Notably, OXY shares reached a 52-week high of $67.45 on March 31 before retreating and recovering, settling at $62 as of press time, up 52% over the past year. 

OXY one-year stock price chart. Source: Google Finance Occidental’s recovery reflects improving fundamentals and higher oil prices amid US-Iran tensions and concerns about disruptions to crude shipments through the Strait of Hormuz. Its average realized crude oil price rose 32.6% year over year in the third quarter.

Berkshire’s Hathaway’s (NYSE: BRK.A, BRK.B) investment gives it exposure to Occidental’s production assets and cash flows. 

Berkshire stake in Occidental The relationship also deepened when Berkshire completed its $9.7 billion cash acquisition of Occidental’s OxyChem business on January 2, 2026, giving the oil producer greater flexibility to reduce debt and focus on its core operations.

At the same time, Berkshire’s first-quarter filing showed a 26.9% stake, excluding the potential effect of outstanding warrants. 

Occidental’s 2025 annual filing separately listed Buffett and affiliated entities as holding 348.9 million shares and warrants, equivalent to 32.43% of outstanding common stock under that disclosure’s methodology.

Meanwhile, Occidental’s second-quarter 2026 results reported net income of $2.8 billion, or $2.75 per diluted share, and adjusted earnings of $2.40 per share. Operating cash flow reached $5.1 billion, while free cash flow before working capital hit $3 billion, its highest level since Q3 2022.

Production averaged 1.433 million barrels of oil equivalent per day, exceeding the high end of guidance. Occidental also reduced principal debt by $1.9 billion to $11.8 billion, moving closer to its $10 billion target.

Further debt reduction could lower interest expenses and free up cash for dividends, share repurchases and production investments.

OXY third quater outlook Third-quarter pricing data reinforced the favorable operating environment. Occidental’s average realized crude oil price rose 32.6% year over year to $85.91 per barrel, while Brent averaged $89.27, up 31.2%. Realized natural gas liquids prices increased nearly 26% to $24.63 per barrel.

However, production at some Gulf of America facilities was temporarily curtailed in September because of a third-party gas pipeline constraint and maintenance. 

Production was partially restored, with the remaining affected output expected to return as the issue was resolved.

Oil-price volatility remains the main risk. In this case, easing geopolitical tensions, weaker demand, increased competing supply, or changes in OPEC+ output could pressure crude prices and Occidental’s margins. 

Other risks include debt obligations, production costs, exploration uncertainty, environmental regulations and operational disruptions.

OXY investment case  Overall, after its 52% rally, Occidental is no longer an obvious bargain. Its investment case depends on sustained cash generation, disciplined spending and further debt reduction. 

Berkshire’s substantial stake supports investor interest but does not guarantee future returns, particularly given its longer investment horizon.
2026-10-18 16:46 12d ago
2026-10-18 10:33 12d ago
TSMC investuje až 64 miliard USD do továren
TSM Taiwan Semiconductor
FMP Stock News 93
Original source text
Taiwan Semiconductor Manufacturing (TSM -2.28%) plans to spend $60 billion to $64 billion this year on new factories and equipment. That's a lot of cash going out the door, with capital spending totaling a third of trailing-12-month revenue. But for the world's largest chipmaker, it's a signal that more growth is coming.

On the Oct. 15 earnings call, CFO Wendell Huang tied spending to long-term demand from customers, including the emerging market for agentic AI -- autonomous software that completes tasks on its own. He also said spending from 2026 through 2028 should be significantly higher than in the previous three years.

Image source: Getty Images.

TSMC is chasing demand. Third-quarter revenue hit a record $46.7 billion, up 41% year over year, and management expects fourth-quarter revenue of $52.3 billion to $54.3 billion. CEO C.C. Wei said the gap between demand and supply remains "quite big." Huang added that if TSMC executes, revenue growth should outpace the increase in capital spending.

This is TSMC's scale at work. Even with investment in equipment to expand chipmaking capacity, it reported a stellar 51.1% profit margin in the third quarter, up from 45.7% in the year-ago quarter.

TSM Taiwan Semiconductor Manufacturing$412.61-$9.64 (-2.28%)

NYSE · As of 4:00 PM ET 10/16/26

Geopolitical risks in Asia remain. TSMC continues to invest in building new factories in Taiwan, while expanding overseas to diversify its operations. However, overseas plants in places like Arizona cost more to run and may weigh on future margins.

Still, the strong quarter and investment plans point to years of growth ahead, which makes the stock a buy for long-term investors. Taiwan Semiconductor stock is trading at 19 times 2027 earnings estimates, with the consensus estimate calling for earnings to grow 28% next year.

John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
2026-10-18 16:41 12d ago
2026-10-18 12:37 12d ago
State Street zvýšila zisk na akcii o 33 %
STT State Street Corporation
FMP Stock News 95
Original source text
On its third quarter of 2026 earnings call, held on Oct. 14, 2026, State Street (STT -1.12%) reported a 33% year-over-year increase in per-share earnings to $3.69 and 13% year-over-year growth in total revenue to $4 billion. Fee-based revenue and interest margin expansion demonstrate that scale and pricing power are driving operating efficiency. Three key takeaways from management's comments highlight the long-term outlook.

1. Wealth Management Services Gain Traction With Large Registered Investment AdvisorsState Street expanded its reach into servicing registered investment advisors (RIAs), or independent wealth management firms, by pairing its front-office software with custody services. Winning large advisor mandates validates its strategy to capture growing individual investor asset pools.

During the third quarter, we secured a servicing mandate from one of the largest RIAs in the United States, an important validation of both the market opportunity and our value proposition.
-- Ronald O'Hanley, Chairman and Chief Executive Officer2. Alternative Asset Servicing Expands Across Complex Private MarketsDemand for private credit and alternative asset administration continues to accelerate as institutional portfolios diversify. The company uses specialized software and administrative capabilities to capture higher-margin private market servicing fees.

Alternative servicing fees grew at a double-digit rate year-over-year in the third quarter, reflecting solid growth across private markets and strong client activity.
-- Ronald O'Hanley, Chairman and Chief Executive Officer3. Net Interest Margin Expansion Drives Operating LeverageHigher yields on interest-earning assets expanded net interest income, or the spread earned between interest assets and funding liabilities. Combined with disciplined productivity controls, higher interest income allowed revenue growth to outpace expense growth, thereby strengthening operating leverage.

Net interest income of $864 million increased 21% year-over-year in the third quarter, driven primarily by continued net interest margin expansion and supported by growth in the average interest-earning assets as well.
-- John Woods, Chief Financial OfficerLooking AheadRevenue momentum is accelerating across custody, market services, and asset management, and management isn't hiding its satisfaction about full-year operating leverage. Massive global scale, integrated software platforms, and sticky client relationships position the business to capture higher fee revenue over time. Executive focus remains on pricing discipline, deposit retention, and technology execution.

Taken together, we expect to deliver over 500 basis points of positive operating leverage in 2026.
-- John Woods, Chief Financial OfficerWith assets under custody and administration reaching a record $59.2 trillion and digital initiatives advancing, the strategic foundation supports long-term value creation.

Quarter after quarter, our results continue to validate that our strategy is working and delivering consistent, durable improvement in financial performance.
-- Ronald O'Hanley, Chairman and Chief Executive OfficerThe Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
2026-10-18 15:43 12d ago
2026-10-18 09:25 12d ago
Dutch Bros plánuje až 7 000 poboček
BROS Dutch Bros
FMP Stock News 85
Original source text
Dutch Bros (BROS +0.15%) has seen its name recognition grow over the years. Credit goes to the success of its small-format and drive-through locations. In addition to coffee, it sells a long list of customizable drinks. The company's customer service is a big draw.

It's not easy to establish a solid position in the retail coffee industry. However, Dutch Bros has successfully carved out a niche in the market.

While the business is a success, the coffee stock has been wildly volatile. It currently trades 52% below its record high (as of Oct. 15).

Investors should listen to the bulls and the bears. Here's one reason to buy shares and one reason to pause.

Image source: Getty Images.

Reason to buy: Projected store growth offers exciting possibilities
The main reason investors should consider buying the stock is its growth trajectory. As of June 30, there were 1,225 Dutch Bros locations in total. That's up 17% from 12 months ago. Management believes that it has a total addressable market of 7,000 stores. That would be almost six times larger than the current footprint.

The coffee chain has a strong presence in the western and southern parts of the U.S. That still leaves plenty of expansionary runway across the country. In May, for instance, the first Dutch Bros location opened in the Chicago area. New stores, of course, support higher revenue over time.

But each shop is also becoming more productive. Dutch Bros reported same-store sales growth in the last 13 straight quarters. That's a promising indicator at a time when the macroeconomic environment has pressured consumer confidence.

Analysts project the top line will rise 97% from 2025 to 2028. With the stock significantly off its highs, robust growth can be a tailwind for investors.

$41.16+$0.06 (+0.15%)

NYSE · As of 4:00 PM ET 10/16/26

Reason to pause: The retail coffee market is crowded
This industry is extremely competitive. Barriers to entry are low, opening up the door to new rivals. And customers have no switching costs; they can spend their money wherever they please with each transaction.

So, it's valid to question if Dutch Bros has a durable moat. Its brand is becoming more well-known, to be fair. Does this drive loyalty over time, though? That's hard to say.

The challenging industry backdrop might give investors pause. There is competition all over the place. Large chains like Starbucks, McDonald's, and Dunkin' have massive footprints that support their scale advantages. Dutch Bros can't go toe-to-toe with them when securing favorable real estate, marketing efforts, or procuring coffee and other key inputs.

There is also pressure coming from direct competitors. Smaller players like 7 Brew and Biggby Coffee operate with similar strategies. Customers can easily start to favor them if they pop up nearby.

Dutch Bros' growth has been impressive, but the company's future success is far from guaranteed.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Dutch Bros and Starbucks. The Motley Fool recommends the following options: long January 2028 $320 calls on McDonald's and short January 2028 $340 calls on McDonald's. The Motley Fool has a disclosure policy.
2026-10-18 15:31 12d ago
2026-10-18 10:26 12d ago
Rosen Law Firm prověřuje nároky akcionářů společnosti Cooper Companies
COO Cooper Companies
FMP Stock News 78
Original source text
, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Cooper Companies, Inc. (NASDAQ: COO) resulting from allegations that Cooper Companies may have issued materially misleading business information to the investing public.

So What: If you purchased Cooper Companies securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/the-cooper-companies-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On September 10, 2026, The Motley Fool published an article entitled "Why is Cooper Companies Stock Down 15% Today?". The article stated that Cooper Companies stock fell "after the company's earnings report disappointed Wall Street with weak guidance and a decision to not sell CooperSurgical."

On this news, Cooper Companies's stock fell 14.6% on September 10, 2026.

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

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

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

Contact Information:

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

SOURCE THE ROSEN LAW FIRM, P. A.
2026-10-18 15:18 12d ago
2026-10-18 04:03 13d ago
Counterpoint koupil 1,23 milionu akcií společnosti Mobileye Global
MBLY Mobileye Global Common Stock
FMP Stock News 78
Original source text
Counterpoint Mutual Funds LLC acquired a new position in shares of Mobileye Global Inc. (NASDAQ:MBLY – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,227,876 shares of the company’s stock, valued at approximately $9,074,000. Counterpoint Mutual Funds LLC owned about 0.15% of Mobileye Global as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in MBLY. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock valued at $24,634,000 after buying an additional 705,400 shares during the period. Assenagon Asset Management S.A. increased its stake in Mobileye Global by 6.9% in the third quarter. Assenagon Asset Management S.A. now owns 2,586,131 shares of the company’s stock valued at $19,112,000 after acquiring an additional 166,392 shares during the last quarter. Bank of America Corp DE raised its position in Mobileye Global by 5.8% during the first quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock valued at $13,991,000 after purchasing an additional 111,215 shares in the last quarter. Pacer Advisors Inc. bought a new stake in shares of Mobileye Global during the 4th quarter worth $15,290,000. Finally, First Trust Advisors LP boosted its stake in Mobileye Global by 27.7% in the first quarter. First Trust Advisors LP now owns 1,152,499 shares of the company’s stock valued at $7,918,000 after buying an additional 249,921 shares in the last quarter. 13.25% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In A number of research firms recently issued reports on MBLY. Zacks Research upgraded shares of Mobileye Global from a “hold” rating to a “strong-buy” rating in a research report on Monday, September 21st. Barclays reiterated an “equal weight” rating and issued a $9.00 price objective (down from $14.00) on shares of Mobileye Global in a report on Wednesday, September 30th. UBS Group reduced their price objective on shares of Mobileye Global from $9.00 to $7.50 and set a “neutral” rating on the stock in a research note on Wednesday, October 7th. The Goldman Sachs Group reduced their price target on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 6th. Finally, Morgan Stanley cut their price objective on Mobileye Global from $10.00 to $9.00 and set an “equal weight” rating on the stock in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $11.23.

Check Out Our Latest Analysis on MBLY Insider Buying and Selling In other Mobileye Global news, Director Frank Yeary purchased 12,360 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were acquired at an average cost of $7.98 per share, for a total transaction of $98,632.80. Following the completion of the acquisition, the director owned 12,360 shares of the company’s stock, valued at $98,632.80. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Safroadu Yeboah-Amankwah bought 11,841 shares of the stock in a transaction dated Thursday, August 6th. The shares were acquired at an average price of $8.46 per share, for a total transaction of $100,174.86. Following the completion of the purchase, the director directly owned 84,336 shares in the company, valued at approximately $713,482.56. This trade represents a 16.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 10.00% of the company’s stock.

Mobileye Global Stock Down 2.8% Shares of MBLY opened at $7.22 on Friday. The stock has a market cap of $6.06 billion, a P/E ratio of -1.45, a P/E/G ratio of 2.43 and a beta of 1.25. The business’s fifty day moving average is $8.10 and its 200 day moving average is $8.59. Mobileye Global Inc. has a 12-month low of $6.47 and a 12-month high of $15.19.

Mobileye Global (NASDAQ:MBLY – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The company reported $0.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.06 by $0.13. The business had revenue of $508.00 million during the quarter, compared to the consensus estimate of $480.51 million. Mobileye Global had a positive return on equity of 0.70% and a negative net margin of 201.49%. The company’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.08) EPS. On average, analysts expect that Mobileye Global Inc. will post 0.11 EPS for the current year.

Mobileye Global News Summary Here are the key news stories impacting Mobileye Global this week:

Positive Sentiment: Citigroup initiated coverage with a Buy rating and an $11 price target, implying substantial upside from MBLY’s recent $7.22 level. Citi highlighted Mobileye’s position as a global leader in vehicle-vision technology and its long-term opportunity in advanced driver-assistance systems. Citigroup Initiates Mobileye Global at Buy Rating, $11 Price Target Positive Sentiment: Analyst estimates compiled in a separate report put Mobileye’s average price target at approximately $11.25, suggesting that analysts collectively see meaningful recovery potential from current levels. Mobileye Global Inc. Stock Has Average Target Price of $11.25 Neutral Sentiment: A Zacks industry outlook featured Mobileye alongside Hesai Group, keeping MBLY in focus within the vehicle-sensing and autonomous-driving technology sector. However, the available information does not identify a new earnings forecast or specific company catalyst. Zacks Industry Outlook Highlights Mobileye Global and Hesai Group Negative Sentiment: Morgan Stanley lowered its price target from $10 to $9 and maintained an Equal Weight rating. Although the revised target remains above the recent share price, the cut signals more limited near-term conviction and offsets some of Citi’s optimism. Morgan Stanley Lowers Mobileye Price Target (Free Report)

Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.

The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.

Further Reading Five stocks we like better than Mobileye Global Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MBLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Mobileye Global Inc. (NASDAQ:MBLY – Free Report).

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2026-10-18 15:16 12d ago
2026-10-18 04:09 13d ago
Šéf Redditu prodal akcie za 2,74 milionu USD
RDDT Reddit
FMP Stock News 85
Original source text
Reddit Inc. (NYSE:RDDT – Get Free Report) CEO Steve Huffman sold 17,308 shares of the firm’s stock in a transaction on Tuesday, October 13th. The shares were sold at an average price of $158.57, for a total value of $2,744,529.56. Following the completion of the sale, the chief executive officer owned 336,432 shares in the company, valued at $53,348,022.24. The trade was a 4.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Steve Ladd Huffman also recently made the following trade(s):

On Tuesday, September 29th, Steve Huffman sold 17,308 shares of Reddit stock. The shares were sold at an average price of $144.87, for a total transaction of $2,507,409.96. On Tuesday, September 15th, Steve Huffman sold 17,308 shares of Reddit stock. The shares were sold at an average price of $160.11, for a total transaction of $2,771,183.88. On Monday, August 31st, Steve Huffman sold 18,000 shares of Reddit stock. The shares were sold at an average price of $148.02, for a total transaction of $2,664,360.00. On Friday, August 14th, Steve Huffman sold 18,000 shares of Reddit stock. The shares were sold at an average price of $178.16, for a total transaction of $3,206,880.00. On Tuesday, August 4th, Steve Huffman sold 18,000 shares of Reddit stock. The shares were sold at an average price of $159.78, for a total transaction of $2,876,040.00. Reddit Trading Down 2.1% NYSE RDDT opened at $155.97 on Friday. Reddit Inc. has a 52 week low of $119.27 and a 52 week high of $263.50. The stock has a market cap of $30.01 billion, a price-to-earnings ratio of 36.27, a price-to-earnings-growth ratio of 0.72 and a beta of 2.05. The company has a 50-day moving average price of $154.22 and a two-hundred day moving average price of $161.39.

Reddit (NYSE:RDDT – Get Free Report) last announced its quarterly earnings results on Thursday, July 30th. The company reported $1.25 EPS for the quarter, beating the consensus estimate of $0.95 by $0.30. The company had revenue of $804.91 million for the quarter, compared to analyst estimates of $731.00 million. Reddit had a net margin of 31.35% and a return on equity of 29.02%. Reddit’s revenue was up 61.0% compared to the same quarter last year. During the same quarter last year, the business earned $0.45 earnings per share. As a group, equities research analysts expect that Reddit Inc. will post 5.27 earnings per share for the current fiscal year. Hedge Funds Weigh In On Reddit Several large investors have recently bought and sold shares of the stock. State Street Corp raised its position in shares of Reddit by 8.7% during the 2nd quarter. State Street Corp now owns 2,979,587 shares of the company’s stock worth $517,197,000 after buying an additional 237,523 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of Reddit by 21.8% in the 2nd quarter. Wellington Management Group LLP now owns 1,564,535 shares of the company’s stock worth $271,572,000 after acquiring an additional 280,030 shares during the period. DSM Capital Partners LLC boosted its holdings in shares of Reddit by 5.3% in the first quarter. DSM Capital Partners LLC now owns 848,206 shares of the company’s stock valued at $114,211,000 after acquiring an additional 42,808 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Reddit by 8.9% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 481,893 shares of the company’s stock valued at $83,647,000 after acquiring an additional 39,540 shares in the last quarter. Finally, Bessemer Group Inc. boosted its holdings in shares of Reddit by 2.4% in the first quarter. Bessemer Group Inc. now owns 469,907 shares of the company’s stock valued at $63,273,000 after acquiring an additional 10,996 shares in the last quarter.

More Reddit News Here are the key news stories impacting Reddit this week:

Positive Sentiment: CNBC’s Jim Cramer recommended buying Reddit, describing the shares as “inexpensive.” The endorsement could improve retail-investor sentiment and draw attention to Reddit’s valuation. Jim Cramer recommends Reddit Neutral Sentiment: Reddit will report third-quarter results on Thursday, October 29. Investors are likely to focus on advertising growth, user trends and management’s outlook following the company’s previous quarterly revenue increase of 61% year over year. Reddit third-quarter earnings announcement Neutral Sentiment: Goldman Sachs maintained its Hold rating on RDDT, indicating that the firm does not see a sufficiently compelling risk-reward profile at current levels. Goldman Sachs maintains Hold rating Negative Sentiment: CEO Steve Huffman sold 17,308 shares for approximately $2.74 million, reducing his direct holdings by 4.89%. COO Jennifer Wong separately sold 60,000 shares for about $9.03 million, reducing her position by 5.60%. Both transactions were made under pre-arranged Rule 10b5-1 plans, which lessens—but does not eliminate—the negative signaling effect of insider selling. Reddit insider sales Analyst Ratings Changes A number of equities analysts recently issued reports on RDDT shares. Roth Capital reissued a “neutral” rating and issued a $145.00 price objective on shares of Reddit in a report on Monday, August 3rd. Wells Fargo & Company lowered their target price on Reddit from $187.00 to $142.00 and set an “equal weight” rating on the stock in a research report on Friday, July 31st. Guggenheim reaffirmed a “buy” rating on shares of Reddit in a research note on Wednesday, September 16th. Sanford C. Bernstein reiterated a “market perform” rating and set a $180.00 price target on shares of Reddit in a research report on Friday, July 31st. Finally, Wedbush reduced their price target on Reddit from $250.00 to $221.00 and set an “outperform” rating for the company in a research report on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $219.29.

Check Out Our Latest Report on Reddit

Reddit Company Profile (Get Free Report)

Reddit, Inc operates a global online platform where users participate in communities organized around shared interests, topics and experiences. Registered users can submit posts, images, videos and links, while other users can comment, vote on content and engage in discussions. The platform comprises thousands of independently moderated communities, commonly known as subreddits.

Reddit generates revenue primarily through digital advertising and other commercial offerings for businesses.

Read More Five stocks we like better than Reddit Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

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2026-10-18 15:16 12d ago
2026-10-18 04:09 13d ago
Jennifer Wong prodala 60 000 akcií společnosti Reddit
RDDT Reddit
FMP Stock News 78
Original source text
Reddit Inc. (NYSE:RDDT – Get Free Report) COO Jennifer Wong sold 60,000 shares of Reddit stock in a transaction dated Wednesday, October 14th. The shares were sold at an average price of $150.55, for a total transaction of $9,033,000.00. Following the completion of the sale, the chief operating officer directly owned 1,012,226 shares in the company, valued at approximately $152,390,624.30. The trade was a 5.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Reddit Stock Down 2.1% Shares of Reddit stock opened at $155.97 on Friday. Reddit Inc. has a 52-week low of $119.27 and a 52-week high of $263.50. The company’s 50-day simple moving average is $154.22 and its 200-day simple moving average is $161.39. The firm has a market cap of $30.01 billion, a price-to-earnings ratio of 36.27, a price-to-earnings-growth ratio of 0.72 and a beta of 2.05.

Reddit (NYSE:RDDT – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The company reported $1.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.95 by $0.30. The firm had revenue of $804.91 million during the quarter, compared to analysts’ expectations of $731.00 million. Reddit had a net margin of 31.35% and a return on equity of 29.02%. The firm’s revenue for the quarter was up 61.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.45 earnings per share. Equities research analysts anticipate that Reddit Inc. will post 5.27 EPS for the current year.

Hedge Funds Weigh In On Reddit Large investors have recently made changes to their positions in the stock. Sunbelt Securities Inc. boosted its holdings in Reddit by 87.5% during the first quarter. Sunbelt Securities Inc. now owns 195 shares of the company’s stock worth $26,000 after buying an additional 91 shares in the last quarter. Ascentis Independent Advisors acquired a new position in Reddit during the first quarter worth about $30,000. EverSource Wealth Advisors LLC grew its position in Reddit by 48.1% during the second quarter. EverSource Wealth Advisors LLC now owns 197 shares of the company’s stock worth $34,000 after buying an additional 64 shares during the period. Beacon Investment Advisory Services Inc. acquired a new position in Reddit during the second quarter worth about $35,000. Finally, V Square Quantitative Management LLC purchased a new position in Reddit in the first quarter valued at about $43,000. Reddit News Summary Here are the key news stories impacting Reddit this week:

Positive Sentiment: CNBC’s Jim Cramer recommended buying Reddit, describing the shares as “inexpensive.” The endorsement could improve retail-investor sentiment and draw attention to Reddit’s valuation. Jim Cramer recommends Reddit Neutral Sentiment: Reddit will report third-quarter results on Thursday, October 29. Investors are likely to focus on advertising growth, user trends and management’s outlook following the company’s previous quarterly revenue increase of 61% year over year. Reddit third-quarter earnings announcement Neutral Sentiment: Goldman Sachs maintained its Hold rating on RDDT, indicating that the firm does not see a sufficiently compelling risk-reward profile at current levels. Goldman Sachs maintains Hold rating Negative Sentiment: CEO Steve Huffman sold 17,308 shares for approximately $2.74 million, reducing his direct holdings by 4.89%. COO Jennifer Wong separately sold 60,000 shares for about $9.03 million, reducing her position by 5.60%. Both transactions were made under pre-arranged Rule 10b5-1 plans, which lessens—but does not eliminate—the negative signaling effect of insider selling. Reddit insider sales Analyst Ratings Changes A number of equities analysts have recently issued reports on RDDT shares. UBS Group reissued a “buy” rating on shares of Reddit in a research note on Friday, July 31st. Evercore reissued an “outperform” rating and issued a $265.00 price target on shares of Reddit in a report on Friday, July 31st. Citigroup restated a “market outperform” rating on shares of Reddit in a research note on Wednesday. Wedbush decreased their price target on Reddit from $250.00 to $221.00 and set an “outperform” rating on the stock in a research note on Friday, July 31st. Finally, Deutsche Bank Aktiengesellschaft set a $200.00 price objective on Reddit in a report on Friday, July 31st. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $219.29.

Check Out Our Latest Analysis on RDDT

About Reddit (Get Free Report)

Reddit, Inc operates a global online platform where users participate in communities organized around shared interests, topics and experiences. Registered users can submit posts, images, videos and links, while other users can comment, vote on content and engage in discussions. The platform comprises thousands of independently moderated communities, commonly known as subreddits.

Reddit generates revenue primarily through digital advertising and other commercial offerings for businesses.

Featured Articles Five stocks we like better than Reddit Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

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2026-10-18 14:44 12d ago
2026-10-18 04:09 13d ago
Counterpoint koupil 5 897 akcií společnosti SanDisk
SNDK Sandisk
FMP Stock News 78
Original source text
Counterpoint Mutual Funds LLC purchased a new stake in Sandisk Corporation (NASDAQ:SNDK – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 5,897 shares of the data storage provider’s stock, valued at approximately $10,260,000. Sandisk accounts for approximately 0.9% of Counterpoint Mutual Funds LLC’s holdings, making the stock its 16th largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Dogwood Wealth Management LLC lifted its holdings in Sandisk by 14.3% in the second quarter. Dogwood Wealth Management LLC now owns 48 shares of the data storage provider’s stock valued at $109,000 after acquiring an additional 6 shares during the last quarter. Nilsine Partners LLC grew its position in Sandisk by 3.2% in the second quarter. Nilsine Partners LLC now owns 226 shares of the data storage provider’s stock worth $514,000 after acquiring an additional 7 shares during the period. Insight Wealth Partners LLC grew its position in Sandisk by 0.4% in the second quarter. Insight Wealth Partners LLC now owns 1,607 shares of the data storage provider’s stock worth $3,654,000 after acquiring an additional 7 shares during the period. Cornerstone Financial Management LLC grew its position in Sandisk by 60.0% in the second quarter. Cornerstone Financial Management LLC now owns 24 shares of the data storage provider’s stock worth $55,000 after acquiring an additional 9 shares during the period. Finally, LifeGoal Investments LLC increased its stake in Sandisk by 3.9% during the third quarter. LifeGoal Investments LLC now owns 242 shares of the data storage provider’s stock worth $421,000 after acquiring an additional 9 shares during the last quarter.

Sandisk Stock Performance NASDAQ:SNDK opened at $1,299.30 on Friday. The stock has a market capitalization of $187.79 billion, a P/E ratio of 17.82, a PEG ratio of 0.13 and a beta of 5.23. The company has a 50 day moving average price of $1,603.61 and a 200 day moving average price of $1,496.95. Sandisk Corporation has a fifty-two week low of $136.29 and a fifty-two week high of $2,354.39.

Sandisk (NASDAQ:SNDK – Get Free Report) last announced its earnings results on Wednesday, August 5th. The data storage provider reported $39.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $33.28 by $5.97. Sandisk had a return on equity of 87.84% and a net margin of 56.47%. The company had revenue of $8.96 billion for the quarter. During the same period in the previous year, the firm earned $0.29 EPS. The firm’s revenue for the quarter was up 371.6% compared to the same quarter last year. Sandisk has set its Q1 2027 guidance at 44.000-46.000 EPS. Research analysts forecast that Sandisk Corporation will post 208.94 earnings per share for the current fiscal year. Sandisk announced that its Board of Directors has initiated a share buyback program on Wednesday, August 5th that allows the company to buy back $14.00 billion in shares. This buyback authorization allows the data storage provider to repurchase up to 6.6% of its shares through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Analyst Ratings Changes SNDK has been the topic of a number of research analyst reports. UBS Group restated an “overweight” rating and issued a $1,750.00 target price on shares of Sandisk in a research report on Friday, August 14th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,400.00 price target (up from $1,000.00) on shares of Sandisk in a research note on Thursday, August 6th. Rosenblatt Securities assumed coverage on Sandisk in a report on Tuesday, September 22nd. They set a “buy” rating and a $2,400.00 price target for the company. Sanford C. Bernstein reiterated an “outperform” rating and set a $3,000.00 price target (up from $1,700.00) on shares of Sandisk in a report on Thursday, August 6th. Finally, Bank of America boosted their price objective on shares of Sandisk from $2,100.00 to $2,500.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $2,120.65.

Check Out Our Latest Stock Analysis on SNDK

Key Stories Impacting Sandisk Here are the key news stories impacting Sandisk this week:

Positive Sentiment: Sandisk’s long-term growth case remains supported by strong data-center demand. One analysis argues that the company’s revenue growth, earnings power and $15.5 billion buyback authorization could support further earnings-per-share accretion if cash generation remains robust. Sandisk: The Earnings Boom Is Only Half The Story Positive Sentiment: Sandisk reportedly has at least $93.9 billion of expected revenue secured through multiyear contracts, including financial protections if customers fail to meet commitments. This provides meaningful demand visibility despite near-term market volatility. SanDisk Stock Is Falling on AI Fears. Its $93.9 Billion Contract Book Tells Another Story Positive Sentiment: Bullish analysts say continued AI infrastructure spending and data-center demand could drive substantial additional upside, with one projection placing the shares at $4,128 over the next year. Sandisk Stock Could Be Worth $4,128 in the Next Year Neutral Sentiment: Sandisk was upgraded by Zacks Research from “hold” to “strong buy,” although the upgrade has not offset broader sector selling. Negative Sentiment: Memory-chip stocks, including Sandisk, Micron and SK Hynix, are continuing a multiday selloff. Investors are concerned about Chinese competitors’ server-memory plans, cyclical oversupply and the durability of recent margin expansion. Memory Stocks Extend Selloff on China Competition Fears Negative Sentiment: Cathie Wood warned that memory-chip cycles can be “vicious” and indicated that her ARK strategy is moving away from the group, raising concerns that Sandisk’s rapid gains and expanding margins may not be sustainable. Cathie Wood Says the Memory Chip Trend Is Up but the Cycles Are Vicious Negative Sentiment: Higher Treasury yields and the possibility of an October Federal Reserve rate hike are weighing on growth and AI-related equities, adding to pressure on Sandisk. Nasdaq 100 Slides As Micron, SanDisk, CoreWeave Sink Insider Transactions at Sandisk In other news, CFO Luis Visoso sold 1,000 shares of Sandisk stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $1,568.83, for a total value of $1,568,830.00. Following the completion of the sale, the chief financial officer directly owned 130,976 shares of the company’s stock, valued at approximately $205,479,078.08. The trade was a 0.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO David Goeckeler sold 33,841 shares of Sandisk stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $1,574.21, for a total value of $53,272,840.61. Following the completion of the sale, the chief executive officer directly owned 382,865 shares of the company’s stock, valued at $602,709,911.65. The trade was a 8.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 77,899 shares of company stock valued at $121,159,122. Corporate insiders own 0.29% of the company’s stock.

Sandisk Company Profile (Free Report)

SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.

See Also Five stocks we like better than Sandisk Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

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2026-10-18 14:44 12d ago
2026-10-18 08:23 12d ago
Sandisk očekává roční růst tržeb ve středních až vyšších náctkách procent
SNDK Sandisk
FMP Stock News 94
Original source text
Buying growth stocks and holding them for a long time can help investors achieve market-beating returns, though there will be bouts of volatility along the way.

After all, growth stocks represent companies capable of growing at a faster pace than the industry in which they operate, so investors can decide to book profits when they become cautious. The same has been the case with Sandisk (SNDK -6.85%).

Shares of the memory specialist have surged by an incredible 827% over the past year. However, the semiconductor stock has pulled back 44% from the 52-week high it reached on June 22. The recent slide in Sandisk's shares can be attributed to concerns about the sustainability of the favorable demand-supply environment in the NAND flash market, as well as the viability of the huge outlay on artificial intelligence (AI) infrastructure.

Also, investors are fearing that potential competition from China could derail Sandisk's impressive growth. However, I feel that these fears are overblown, and the recent pullback in Sandisk stock gives investors a terrific opportunity to buy a top growth stock at an attractive valuation. Let's look at the reasons why.

Image source: Getty Images.

Sandisk's slide is a result of the market's overreactionSandisk stock took a big beating in July after Chinese memory company ChangXin Memory Technologies (CXMT) went public, causing panic in the memory sector as it aims to compete with giants like Micron Technology. Further, CXMT's claims that it is developing an advanced dynamic random-access memory (DRAM) chip have also weighed on the memory sector, including Sandisk.

SNDK Sandisk$1,299.30-$95.53 (-6.85%)

NASDAQ · As of 4:00 PM ET 10/16/26

Investors, however, should note that Sandisk doesn't compete with CXMT. Sandisk manufactures NAND flash storage products, a market that CXMT has yet to address. Also, even CXMT's existing DRAM technology is reportedly well behind the likes of Micron and SK Hynix. Given that CXMT was reportedly asking potential customers for prices at par with leading memory makers, such as Samsung and SK Hynix, it is hard to see it making a dent in the DRAM market until its promised technological gains materialize.

So, the fear created by the emergence of CXMT seems overblown. What's more, this isn't the first time that the emergence of a potential threat from China has created panic in the stock market. The launch of DeepSeek at the beginning of 2025 was reportedly set to signal the end of high AI infrastructure spending, but that hasn't been the case, as AI usage continues to increase.

As a result, investors will do well to look past the panic caused by news from China. Additionally, I have already stated that CXMT doesn't make NAND flash chips, so the sell-off in Sandisk seems overdone.

On the other hand, there isn't enough evidence supporting that the NAND flash industry's demand-supply advantage will vanish in 2027. The reason why I say this is that the AI boom has created terrific demand for NAND flash-based enterprise solid-state drives (SSDs) that Sandisk manufactures. The accompanying supply shortage has led to a massive price surge, with enterprise SSD contract prices reportedly up 3x year over year in the previous quarter.

Looking ahead, enterprise SSD demand is anticipated to grow at an annual rate of 35% through 2030 in a base-case scenario, according to McKinsey. Even better, market research firm IDC expects global SSD revenue to increase at an annual rate of more than 40% through 2030. This potential expansion in Sandisk's end market should pave the way for sustained growth in the company's revenue and earnings over the long run, especially considering that YMTC, China's state-backed NAND flash manufacturer, isn't expecting the supply crunch to ease until 2029.

Analysts, therefore, seem to be underestimating Sandisk's growth potential, as they believe its earnings per share will drop in fiscal 2029 (which will end in June/July 2029).

SNDK EPS Estimates for Current Fiscal Year data by YCharts

Sandisk could easily grow a $10,000 investment into a larger sumLet's say you have built a diversified portfolio and are sitting on $10,000 in investible cash, then buying Sandisk with that money could turn out to be a profitable move. The company noted in its August Investor Day presentation that it sees its total addressable market (TAM) growing to $500 billion next year.

Sandisk posted $20 billion in revenue in fiscal 2026, and it reportedly controls 11% of the NAND flash market, according to Counterpoint Research. Sandisk's revenue, therefore, could increase at a tremendous pace over the next year and a half. Moreover, the company expects to clock an annual revenue growth rate in the mid-to-high teens between fiscal 2028 and fiscal 2030.

Additionally, it sees its non-GAAP operating margin increasing to 75% by fiscal 2030, which points to a big bottom-line improvement considering that its non-GAAP operating margin was 63% in fiscal 2026. So, Sandisk seems to be in a solid position to outpace analysts' growth expectations.

The company's earnings are expected to triple in fiscal 2027 to $214.82 per share, according to Yahoo! Finance consensus estimates, followed by a 24% increase next year to $266.30 per share. Assuming its bottom line grows even 10% annually in fiscal years 2029 and 2030, Sandisk's earnings per share could jump to $322.22 after four years.

If this AI stock trades at even 10 times earnings at that time, a significant discount to the S&P 500 index's forward earnings multiple of 20, its stock price could hit $3,222. That's 148% higher than Sandisk's stock price right now, suggesting that it can turn a $10,000 investment into nearly $25,000 by 2030. With Sandisk trading at just 17 times earnings, it is a good time to buy this stock before it starts soaring once again.
2026-10-18 14:34 12d ago
2026-10-18 10:23 12d ago
SpaceX koupí pro Starlink spektrum za 8 miliard USD
SPCX SpaceX
FMP Stock News 92
Original source text
SpaceX (SPCX -1.74%) agreed on Oct. 8 to buy Grain Management's nationwide portfolio of 800 MHz spectrum. The rocket and satellite company says the airwaves will help its Starlink Mobile service reach phones indoors. SpaceX didn't disclose terms, but The Wall Street Journal put the price at around $8 billion in cash.

Investors in the big wireless carriers took the news hard. Shares of T-Mobile US, Verizon, and AT&T each dropped over 10% the next day.

SpaceX stock, though, hardly moved on the news, and it's dipped since. Shares trade near $146 as I write. That puts them about 31% under the record $211.39 close on June 16 and only about 8% over the $135 price set in SpaceX's IPO.

So, does SpaceX's move into the carriers' business make the stock a buy?

Image source: Getty Images.

SpaceX is paying to reach phones indoorsThe deal covers up to 14 megahertz of paired spectrum in the 800 MHz band. SpaceX said it addresses one of the main remaining technical gaps for Starlink Mobile, as a low-band signal like this can go through walls. And the company said most existing phones already support the band.

That same week, the Federal Communications Commission (FCC) cleared SpaceX to launch 15,000 next-generation Starlink Mobile satellites. The Grain purchase itself still needs FCC approval.

Grain just recently bought the airwaves from T-Mobile, in a deal that closed in August, paying $2.9 billion in cash and its own 600 MHz licenses. This makes a direct comparison hard, but the reported price is well over the cash Grain paid.

The purchase comes on top of a bigger one, too. SpaceX is buying 65 MHz of spectrum from EchoStar for around $19.6 billion, a deal it expects to close at the end of November 2027.

Management's thinking on low-band spectrum also looks to have changed fast.

"You don't have to necessarily spend many billions of dollars in low-band spectrum all upfront before you deploy your system," President Gwynne Shotwell said in early August, on SpaceX's call to go over second-quarter results.

Around two months later, SpaceX reportedly agreed to spend about $8 billion on low-band spectrum. I'd say this suggests the company wants its carrier service in place earlier, even at a higher cost.

Starlink is where SpaceX makes moneyShowing why SpaceX keeps investing here, revenue in its connectivity segment (which houses Starlink) rose 66% year over year to $4.3 billion in the second quarter. This was a sharp acceleration from 32% year-over-year growth in the first quarter, when the segment took in $3.3 billion. Operating income for the segment climbed 79% year over year to $1.7 billion.

Of course, that profit's carrying the rest of the company. Connectivity was the only one of SpaceX's three segments to turn an operating profit, while its space and artificial intelligence segments each lost money.

Starlink Mobile is tougher to size. SpaceX doesn't break out its revenue, which is part of enterprise and government sales, and it earns that revenue from revenue-sharing deals with partner carriers like T-Mobile. Owning airwaves could let SpaceX sell service directly. But it could also put SpaceX up against the companies it splits revenue with now.

Shotwell also said on the August call that SpaceX would start flying its next-generation mobile satellites next year and begin service at the end of next year.

SPCX Space Exploration Technologies$146.03-$2.59 (-1.74%)

NASDAQ · As of 4:00 PM ET 10/16/26

Does $8 billion move a $2 trillion stock?Not by itself. At today's price, SpaceX is worth around $2 trillion, and the reported $8 billion is under 1% of that. And the company ended June with $100 billion in cash, cash equivalents, and marketable securities.

The bigger concern for shareholders is the stock's valuation. SpaceX's revenue for the four quarters through June was around $23 billion, leaving the stock at more than 80 times sales. And the company lost $4.8 billion in the first half of 2026. SpaceX posts its third-quarter results after market close on Oct. 20.

Yes, selling phone service directly might become a meaningful new revenue source for Starlink over time. But this revenue is probably more than a year away, and it comes with the cost of building out a network.

In the end, the Grain deal makes Starlink Mobile a more serious rival to the carriers, and their share prices reflected that. For SpaceX shareholders, though, it's a small and far-off addition to a company valued at over 80 times sales. Even after a 31% fall from its peak, the stock looks too pricey to me.
2026-10-18 14:33 12d ago
2026-10-18 04:21 13d ago
Ames National koupila akcie Microsoftu za 5,87 milionu USD
MSFT Microsoft
FMP Stock News 78
Original source text
Ames National Corp bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 15,736 shares of the software giant’s stock, valued at approximately $5,870,000. Microsoft accounts for 3.2% of Ames National Corp’s investment portfolio, making the stock its 7th biggest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Strategic Wealth Advisors LLC grew its stake in Microsoft by 1.7% in the 2nd quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant’s stock valued at $549,000 after buying an additional 24 shares in the last quarter. Friedenthal Financial grew its position in shares of Microsoft by 6.2% in the first quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock valued at $160,000 after purchasing an additional 25 shares in the last quarter. Sequent Planning LLC raised its stake in shares of Microsoft by 0.7% during the 1st quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock valued at $1,382,000 after purchasing an additional 25 shares during the period. Lee Johnson Capital Management LLC raised its stake in shares of Microsoft by 3.8% during the 2nd quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant’s stock valued at $256,000 after purchasing an additional 25 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC raised its stake in shares of Microsoft by 0.5% during the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock valued at $2,052,000 after purchasing an additional 26 shares during the period. Institutional investors own 71.13% of the company’s stock.

Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Microsoft Price Performance NASDAQ:MSFT opened at $529.05 on Friday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The stock has a fifty day moving average of $505.53 and a 200 day moving average of $440.59. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The firm has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.46, a P/E/G ratio of 1.70 and a beta of 1.10. Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the company earned $3.65 EPS. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a $0.98 dividend. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Analyst Ratings Changes A number of analysts recently issued reports on MSFT shares. Melius Research set a $665.00 price objective on Microsoft and gave the stock a “buy” rating in a report on Monday, October 5th. Jefferies Financial Group lifted their target price on Microsoft from $575.00 to $650.00 and gave the company a “buy” rating in a report on Wednesday. William Blair started coverage on Microsoft in a report on Monday, October 5th. They set an “outperform” rating for the company. Wells Fargo & Company upped their price target on Microsoft from $700.00 to $725.00 and gave the company an “overweight” rating in a research report on Thursday, October 1st. Finally, Stifel Nicolaus raised shares of Microsoft from a “hold” rating to a “buy” rating and increased their price target for the stock from $530.00 to $575.00 in a report on Tuesday, September 22nd. Forty-two investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $589.71.

View Our Latest Analysis on Microsoft

Insider Activity at Microsoft In related news, EVP Amy Hood sold 41,674 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company’s stock, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 150,314 shares of company stock valued at $75,404,992 in the last ninety days. 0.03% of the stock is currently owned by company insiders.

Microsoft Company Profile (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

Read More Five stocks we like better than Microsoft Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

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2026-10-18 14:33 12d ago
2026-10-18 04:57 13d ago
Asset One nakoupila akcie společnosti Microsoft za 38 milionů USD
MSFT Microsoft
FMP Stock News 78
Original source text
Asset One Wealth Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 96,016 shares of the software giant’s stock, valued at approximately $37,987,000. Microsoft comprises about 4.0% of Asset One Wealth Management LLC’s portfolio, making the stock its 3rd largest position.

Other hedge funds have also added to or reduced their stakes in the company. Auto Owners Insurance Co grew its holdings in Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock worth $29,073,486,000 after acquiring an additional 60,009,531 shares during the period. Amundi raised its position in shares of Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares during the period. Dimensional Fund Advisors LP raised its holdings in Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after buying an additional 2,784,809 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock valued at $8,982,083,000 after acquiring an additional 9,493,778 shares in the last quarter. Finally, Hsbc Holdings PLC boosted its position in shares of Microsoft by 7.8% during the fourth quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant’s stock worth $10,715,379,000 after buying an additional 1,599,412 shares during the period. Institutional investors own 71.13% of the company’s stock.

Insider Activity In other news, EVP Amy Hood sold 41,674 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the transaction, the executive vice president owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% 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 have sold a total of 150,314 shares of company stock worth $75,404,992 in the last 90 days. 0.03% of the stock is owned by company insiders.

Analyst Ratings Changes MSFT has been the subject of several recent research reports. BMO Capital Markets assumed coverage on shares of Microsoft in a report on Monday, October 5th. They set an “outperform” rating for the company. Bank of America raised their price target on Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a report on Tuesday, September 1st. Weiss Ratings upgraded Microsoft from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Benchmark restated a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. Finally, Oppenheimer increased their price target on Microsoft from $515.00 to $570.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 22nd. Forty-two investment analysts have rated the stock with a Buy rating, four have given 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 “Moderate Buy” and an average target price of $589.71. Get Our Latest Analysis on MSFT

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Microsoft Stock Down 1.9% Shares of MSFT opened at $529.05 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.46, a PEG ratio of 1.70 and a beta of 1.10. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The stock has a fifty day moving average of $505.53 and a 200-day moving average of $440.59.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the previous year, the business posted $3.65 earnings per share. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is currently 20.27%.

About Microsoft (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

See Also Five stocks we like better than Microsoft Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

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2026-10-18 14:33 12d ago
2026-10-18 05:37 13d ago
D.B. Root koupila 9 790 akcií společnosti Microsoft
MSFT Microsoft
FMP Stock News 82
Original source text
D.B. Root & Company LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 9,790 shares of the software giant’s stock, valued at approximately $3,652,000. Microsoft makes up 0.8% of D.B. Root & Company LLC’s portfolio, making the stock its 21st biggest position.

A number of other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock worth $85,604,000 after acquiring an additional 8,773 shares in the last quarter. Markel Group Inc. boosted its position in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after purchasing an additional 1,950 shares during the last quarter. Bessemer Group Inc. grew its stake in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock valued at $2,562,197,000 after purchasing an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. bought a new position in Microsoft in the fourth quarter valued at approximately $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. grew its stake in Microsoft by 138.8% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock valued at $502,077,000 after purchasing an additional 788,297 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets MSFT has been the topic of a number of analyst reports. Morgan Stanley cut Microsoft from an “overweight” rating to a “negative” rating in a research note on Monday, October 5th. Cantor Fitzgerald increased their price objective on Microsoft from $522.00 to $608.00 and gave the company an “overweight” rating in a report on Monday, September 21st. Wolfe Research cut shares of Microsoft from an “outperform” rating to a “hold” rating in a research note on Wednesday, September 23rd. BMO Capital Markets began coverage on shares of Microsoft in a report on Monday, October 5th. They set an “outperform” rating on the stock. Finally, Phillip Securities downgraded shares of Microsoft from a “moderate buy” rating to a “hold” rating in a report on Monday, October 12th. Forty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $589.71.

Read Our Latest Report on Microsoft Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Insiders Place Their Bets In related news, EVP Amy Hood sold 7,305 shares of the stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total value of $3,984,293.10. Following the sale, the executive vice president owned 555,396 shares in the company, valued at approximately $302,924,086.32. This represents a 1.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 150,314 shares of company stock worth $75,404,992 in the last quarter. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance NASDAQ:MSFT opened at $529.05 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock’s 50 day moving average price is $505.53 and its two-hundred day moving average price is $440.59. The firm has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.46, a P/E/G ratio of 1.70 and a beta of 1.10. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the firm posted $3.65 earnings per share. The business’s revenue was up 17.7% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

About Microsoft (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

Further Reading Five stocks we like better than Microsoft Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-18 14:33 12d ago
2026-10-18 05:37 13d ago
Dearborn Partners koupila akcie společnosti Microsoft za 70,503 milionu USD
MSFT Microsoft
FMP Stock News 78
Original source text
Dearborn Partners LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 190,461 shares of the software giant’s stock, valued at approximately $70,503,000. Microsoft accounts for 3.8% of Dearborn Partners LLC’s portfolio, making the stock its 2nd biggest holding.

Several other institutional investors and hedge funds have also bought and sold shares of MSFT. Strategic Wealth Advisors LLC grew its holdings in shares of Microsoft by 1.7% in the second quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant’s stock worth $549,000 after purchasing an additional 24 shares during the last quarter. Friedenthal Financial increased its stake in shares of Microsoft by 6.2% in the first quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock worth $160,000 after buying an additional 25 shares during the period. Sequent Planning LLC increased its stake in shares of Microsoft by 0.7% in the first quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock worth $1,382,000 after buying an additional 25 shares during the period. Lee Johnson Capital Management LLC increased its stake in shares of Microsoft by 3.8% in the second quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant’s stock worth $256,000 after buying an additional 25 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC increased its stake in shares of Microsoft by 0.5% in the first quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock worth $2,052,000 after buying an additional 26 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity at Microsoft In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the business’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Hood sold 7,305 shares of the business’s stock in a transaction on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the transaction, the executive vice president directly owned 555,396 shares in the company, valued at approximately $302,924,086.32. The trade was a 1.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance Shares of MSFT stock opened at $529.05 on Friday. The firm has a market cap of $3.93 trillion, a P/E ratio of 29.46, a P/E/G ratio of 1.70 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The business’s 50 day moving average price is $505.53 and its 200-day moving average price is $440.59. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business’s revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.65 earnings per share. On average, equities research analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This represents a $3.92 annualized dividend and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.

Microsoft News Roundup Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Analyst Upgrades and Downgrades A number of research firms recently commented on MSFT. BNP Paribas Exane lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $600.00 price target on shares of Microsoft in a report on Monday, October 12th. Morgan Stanley lowered shares of Microsoft from an “overweight” rating to a “negative” rating in a report on Monday, October 5th. TD Cowen boosted their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Sanford C. Bernstein set a $660.00 price objective on shares of Microsoft in a research note on Monday, August 10th. Forty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $589.71.

View Our Latest Analysis on MSFT

Microsoft Profile (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

Further Reading Five stocks we like better than Microsoft Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-18 14:33 12d ago
2026-10-18 05:37 13d ago
CIBC koupila akcie Microsoftu za přibližně 716,384 milionu USD
MSFT Microsoft
FMP Stock News 85
Original source text
Cibc World Market Inc. purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,920,498 shares of the software giant’s stock, valued at approximately $716,384,000. Microsoft accounts for approximately 1.1% of Cibc World Market Inc.’s holdings, making the stock its 18th biggest holding.

A number of other large investors have also recently added to or reduced their stakes in the business. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock worth $85,604,000 after buying an additional 8,773 shares during the period. Markel Group Inc. increased its position in shares of Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after acquiring an additional 1,950 shares during the last quarter. Bessemer Group Inc. raised its stake in shares of Microsoft by 8.4% in the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock valued at $2,562,197,000 after acquiring an additional 537,634 shares during the period. Taylor Securities Services Inc. purchased a new stake in shares of Microsoft in the 4th quarter valued at approximately $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its stake in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock valued at $502,077,000 after acquiring an additional 788,297 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth A number of equities analysts recently weighed in on the stock. Oppenheimer increased their price objective on shares of Microsoft from $515.00 to $570.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 22nd. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a report on Thursday, September 3rd. Sanford C. Bernstein set a $660.00 target price on Microsoft in a research report on Monday, August 10th. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a research note on Monday, September 28th. Finally, CLSA restated an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $589.71.

Read Our Latest Report on Microsoft Microsoft News Summary Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Insider Buying and Selling at Microsoft In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Amy Hood sold 7,305 shares of the firm’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the completion of the transaction, the executive vice president directly owned 555,396 shares of the company’s stock, valued at $302,924,086.32. This represents a 1.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 150,314 shares of company stock valued at $75,404,992 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 1.9% Shares of NASDAQ:MSFT opened at $529.05 on Friday. The firm has a market capitalization of $3.93 trillion, a PE ratio of 29.46, a price-to-earnings-growth ratio of 1.70 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm’s 50-day moving average is $505.53 and its two-hundred day moving average is $440.59.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter last year, the firm posted $3.65 earnings per share. The business’s revenue for the quarter was up 17.7% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. This is an increase from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s payout ratio is currently 20.27%.

About Microsoft (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

See Also Five stocks we like better than Microsoft Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-18 14:33 12d ago
2026-10-18 05:37 13d ago
Castlefield nakoupil akcie Microsoft Corporation za 7,139 milionu USD
MSFT Microsoft
FMP Stock News 78
Original source text
Castlefield Investment Partners LLP purchased a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 19,139 shares of the software giant’s stock, valued at approximately $7,139,000. Microsoft makes up about 4.8% of Castlefield Investment Partners LLP’s holdings, making the stock its 5th largest position.

A number of other institutional investors also recently bought and sold shares of MSFT. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock valued at $85,604,000 after buying an additional 8,773 shares during the period. Markel Group Inc. boosted its holdings in shares of Microsoft by 0.4% during the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after buying an additional 1,950 shares in the last quarter. Bessemer Group Inc. grew its position in shares of Microsoft by 8.4% in the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after buying an additional 537,634 shares during the period. Taylor Securities Services Inc. purchased a new stake in shares of Microsoft in the 4th quarter worth about $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. grew its position in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock worth $502,077,000 after buying an additional 788,297 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Activity In related news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The sale was disclosed in a legal 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, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 150,314 shares of company stock valued at $75,404,992 in the last quarter. Insiders own 0.03% of the company’s stock.

Microsoft News Roundup Here are the key news stories impacting Microsoft this week: Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Microsoft Stock Down 1.9% NASDAQ:MSFT opened at $529.05 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The firm has a market cap of $3.93 trillion, a P/E ratio of 29.46, a P/E/G ratio of 1.70 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a 50-day simple moving average of $505.53 and a two-hundred day simple moving average of $440.59.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.65 earnings per share. Analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s payout ratio is 20.27%.

Analysts Set New Price Targets Several research analysts recently issued reports on MSFT shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $640.00 price target on shares of Microsoft in a research note on Thursday, July 30th. BMO Capital Markets assumed coverage on shares of Microsoft in a research note on Monday, October 5th. They set an “outperform” rating on the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $600.00 price objective on shares of Microsoft in a report on Monday, October 12th. Argus cut their price objective on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a report on Friday, July 10th. Finally, Guggenheim reaffirmed a “buy” rating and set a $586.00 target price on shares of Microsoft in a research note on Monday, July 27th. Forty-two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $589.71.

Read Our Latest Report on Microsoft

Microsoft Profile (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

See Also Five stocks we like better than Microsoft Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-18 14:33 12d ago
2026-10-18 05:37 13d ago
Cullen Capital Management nakoupila akcie Microsoftu za 109 milionů USD
MSFT Microsoft
FMP Stock News 78
Original source text
Cullen Capital Management LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 292,959 shares of the software giant’s stock, valued at approximately $109,280,000.

Several other institutional investors and hedge funds have also made changes to their positions in MSFT. Whalen Wealth Management Inc. purchased a new stake in Microsoft in the 2nd quarter valued at about $3,863,000. Dearborn Partners LLC bought a new position in Microsoft in the 2nd quarter worth about $70,503,000. Trail Ridge Investment Advisors LLC purchased a new position in shares of Microsoft during the second quarter worth approximately $7,024,000. Algert Global LLC increased its position in shares of Microsoft by 2.5% during the second quarter. Algert Global LLC now owns 89,428 shares of the software giant’s stock worth $33,358,000 after acquiring an additional 2,193 shares during the period. Finally, Ames National Corp purchased a new position in shares of Microsoft during the second quarter worth approximately $5,870,000. 71.13% of the stock is currently owned by institutional investors.

Analyst Ratings Changes Several research firms have recently weighed in on MSFT. Bank of America lifted their price target on shares of Microsoft from $500.00 to $600.00 and gave the company a “buy” rating in a research note on Tuesday, September 1st. Tigress Financial increased their price objective on Microsoft from $680.00 to $690.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. UBS Group raised their price objective on Microsoft from $525.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday. Phillip Securities lowered Microsoft from a “moderate buy” rating to a “hold” rating in a research report on Monday, October 12th. Finally, Evercore raised Microsoft from an “underperform” rating to an “outperform” rating in a research report on Monday, October 5th. Forty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $589.71.

Get Our Latest Stock Report on Microsoft Microsoft Trading Down 1.9% NASDAQ MSFT opened at $529.05 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The company has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 29.46, a price-to-earnings-growth ratio of 1.70 and a beta of 1.10. The company’s 50-day simple moving average is $505.53 and its two-hundred day simple moving average is $440.59. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the prior year, the company earned $3.65 EPS. The company’s revenue was up 17.7% compared to the same quarter last year. Equities analysts forecast that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.

Insider Buying and Selling at Microsoft In related news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the company’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president owned 533,624 shares of the company’s stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is currently owned by corporate insiders.

More Microsoft News Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins. Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure. Microsoft Company Profile (Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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