The conflict between the U.S. and Iran reminded investors how quickly energy markets can dominate the headlines. Oil prices surged above $100 per barrel as fears of supply disruptions spread, only to retreat toward $68 after a ceasefire eased concerns.
That sharp reversal has convinced many investors the energy trade is over. It isn’t. The market continues to view energy through the narrow lens of crude oil prices when a much larger investment theme is taking shape. Artificial intelligence is becoming one of the biggest long-term consumers of electricity the world has ever seen, creating opportunities that stretch well beyond traditional oil producers.
AI’s Biggest Bottleneck Isn’t Chips — It’s Power Look beyond the price of a barrel of oil. The AI boom has unleashed a massive wave of data center construction. Every new facility packed with thousands of graphics processors consumes enormous amounts of electricity around the clock. According to the International Energy Agency, global data center electricity demand is expected to more than double by 2030, with AI responsible for much of that growth.
That creates winners across the energy landscape. Utilities stand to benefit as electricity demand rises. Nuclear power producers are seeing renewed interest because they provide stable, carbon-free baseload generation. Companies developing distributed power systems, including Bloom Energy (NYSE:BE), could also see stronger demand as hyperscalers look for reliable on-site electricity. Others, like GE Vernova (NYSE:GEV | GEV Price Prediction), are developing the critical components the power and grid infrastructure desperately need.
Ironically, many investors continue to trade energy as though oil remains the sector’s only growth driver.
The four-week average has now reached negative $1.8 billion, the weakest reading on record after standing at a record positive $2.5 billion only two months earlier.
Those numbers suggest investors have aggressively abandoned energy as oil prices retreated following the Iran ceasefire.
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Yet here’s what the numbers tell us:
Theme Short-Term View Long-Term AI Opportunity Oil producers Lower crude prices pressure profits Energy demand still rises over time Utilities Limited impact from oil prices Higher electricity demand from AI data centers Nuclear power Less tied to oil markets Growing demand for dependable baseload power Bloom Energy Sentiment follows broader energy sector Fuel-cell systems can supply expanding AI infrastructure Sometimes the market throws the baby out with the bathwater. When investors sell an entire sector because one part weakens, attractive opportunities often emerge elsewhere.
Looking Beyond Oil Could Pay Off Granted, lower oil prices may continue weighing on traditional energy companies if global supply remains ample. That said, AI’s appetite for electricity is not slowing.
Investors looking to capture this trend without betting on one company could consider an ETF such as Defiance AI & Power Infrastructure ETF (NASDAQ:AIPO), which focuses on businesses positioned to benefit from AI’s expanding ecosystem. Those comfortable taking on more company-specific risk might examine a company like Bloom, whose fuel-cell technology offers an alternative power source for electricity-hungry data centers and is rapidly growing.
Regardless of which approach investors choose, the key is recognizing that AI is creating demand for far more than semiconductors. Chips cannot run without electricity, and electricity requires enormous investments in generation, transmission, and backup power.
Key Takeaway In short, today’s weakness across many energy stocks appears driven more by falling oil prices than by deteriorating long-term fundamentals. The data shows record fund outflows, indicating investors are rotating away from the sector just as AI is creating one of the strongest structural increases in electricity demand in decades. That disconnect could create opportunities in utilities, nuclear energy, distributed power providers like Bloom Energy, and AI-focused funds such as AIPO.
Ultimately, the AI revolution won’t be powered by silicon alone — it will be powered by the companies generating the electricity that keeps those chips running.
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CACI International Inc ([url="]NYSE: CACI[/url]) announced today that it has received a ceiling increase valued at more than $140.5 million for the remaining th
OMAHA, Neb. & ATLANTA--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) today submitted the first portion of their responses to the Surface Transportation Board’s (STB) May 28, 2026, request for additional information to support their accepted merger application.
Today’s filing addresses the STB’s questions regarding Terminal Railroad Association of St. Louis (TRRA), Kansas City Terminal Railway (KCT) and TTX Company. These entities are jointly owned with other Class I railroads, operated by independent management teams and governed by non-discrimination policies. Union Pacific and Norfolk Southern do not control these companies today and remain firm in their commitment that they will not control them post-merger. The merger application and today’s supplemental filing provide the STB with options to implement this commitment, up to and including divestiture.
In particular, for the TRRA, the filing provides clear evidence that the other Class I railroads who are vocally opposing the merger are using the TRRA as a pawn in their efforts to stop or delay the merger. This includes failing to appear at a properly convened special meeting for the sole purpose of discussing ways to reduce Union Pacific’s ownership in TRRA post-merger. Only Union Pacific and Norfolk Southern board members attended the meeting called by TRRA’s corporate secretary, while members from BNSF, CSX and Canadian National did not show.
Connecting Union Pacific and Norfolk Southern’s end-to-end networks will finally give American shippers single-line transcontinental rail service, creating a stronger alternative to long-haul trucking, making the entire supply chain more competitive, and putting downward pressure on truck and rail prices. The opportunities opened by the merger for shifting freight from truck to rail are projected to save shippers an estimated $3.5 billion annually.
Union Pacific and Norfolk Southern have consistently welcomed rigorous regulatory review of the proposed merger, and today’s submission reflects that commitment. The responses to the STB’s other requests for additional information will follow by July 27, 2026.
The STB accepted as complete the Union Pacific-Norfolk Southern merger application on May 28, a positive step toward creating America’s first transcontinental railroad. The railroads are committed to working constructively with the STB toward a mid-2027 completion. For more information, visit AmericasGreatConnection.com.
About Union Pacific
Union Pacific (NYSE: UNP) delivers the goods families and businesses use every day with safe, reliable, and efficient service. Operating in 23 western states, the company connects its customers and communities to the global economy. Trains are the most environmentally responsible way to move freight, helping Union Pacific protect future generations. More information about Union Pacific is available at www.up.com.
About Norfolk Southern
Since 1827, Norfolk Southern Corporation (NYSE: NSC) and its predecessor companies have safely moved the goods and materials that drive the U.S. economy. Today, it operates a 22-state freight transportation network. Committed to furthering sustainability, Norfolk Southern helps its customers avoid approximately 15 million tons of yearly carbon emissions by shipping via rail. Its dedicated team members deliver approximately 7 million carloads annually, from agriculture to consumer goods. Norfolk Southern also has the most extensive intermodal network in the eastern U.S. It serves a majority of the country's population and manufacturing base, with connections to every major container port on the Atlantic coast as well as major ports across the Gulf Coast and Great Lakes. Learn more by visiting www.NorfolkSouthern.com
Certain statements in this communication are “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, as amended. These statements relate to future events or future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause Union Pacific’s, Norfolk Southern’s or the combined company’s actual results, levels of activity, performance, or achievements or those of the railroad industry to be materially different from those expressed or implied by any forward-looking statements. In some cases, forward-looking statements may be identified by the use of words like “may,” “will,” “could,” “would,” “should,” “expect,” “anticipate,” “believe,” “project,” “estimate,” “intend,” “plan,” “pro forma,” or any variations or other comparable terminology.
While Union Pacific and Norfolk Southern have based these forward-looking statements on those expectations, assumptions, estimates, beliefs and projections they view as reasonable, such forward-looking statements are only predictions and involve known and unknown risks and uncertainties, many of which involve factors or circumstances that are beyond Union Pacific’s, Norfolk Southern’s or the combined company’s control, including but not limited to, in addition to factors disclosed in Union Pacific’s and Norfolk Southern’s respective filings with the U.S. Securities and Exchange Commission (the “SEC”): the occurrence of any event, change or other circumstance that could give rise to the right of one or both of the parties to terminate the definitive merger agreement between Union Pacific and Norfolk Southern providing for the acquisition of Norfolk Southern by Union Pacific (the “Transaction”); the risk that potential legal proceedings may be instituted against Union Pacific or Norfolk Southern and result in significant costs of defense, indemnification or liability; the possibility that the Transaction does not close when expected or at all because required Surface Transportation Board or other approvals and other conditions to closing are not received or satisfied on a timely basis or at all (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the Transaction); the risk that the combined company will not realize expected benefits, cost savings, accretion, synergies and/or growth from the Transaction, or that such benefits may take longer to realize or be more costly to achieve than expected, including as a result of changes in, or problems arising from, general economic and market conditions, tariffs, interest and exchange rates, monetary policy, laws and regulations and their enforcement, and the degree of competition in the geographic and business areas in which Union Pacific and Norfolk Southern operate; disruption to the parties’ businesses as a result of the announcement and pendency of the Transaction; the costs associated with the anticipated length of time of the pendency of the Transaction, including the restrictions contained in the definitive merger agreement on the ability of Union Pacific and Norfolk Southern, respectively, to operate their respective businesses outside the ordinary course during the pendency of the Transaction; the diversion of Union Pacific’s and Norfolk Southern’s management’s attention and time from ongoing business operations and opportunities on merger-related matters; the risk that the integration of each party’s operations will be materially delayed or will be more costly or difficult than expected or that the parties are otherwise unable to successfully integrate each party’s businesses into the other’s businesses; the possibility that the Transaction may be more expensive to complete than anticipated, including as a result of unexpected factors or events; reputational risk and potential adverse reactions of Union Pacific’s or Norfolk Southern’s customers, suppliers, employees, labor unions or other business partners, including those resulting from the announcement or completion of the Transaction; the dilution caused by Union Pacific’s issuance of additional shares of its common stock in connection with the consummation of the Transaction; the risk of a downgrade of the credit rating of Union Pacific’s indebtedness, which could give rise to an obligation to redeem existing indebtedness; a material adverse change in the financial condition of Union Pacific, Norfolk Southern or the combined company; changes in domestic or international economic, political or business conditions, including those impacting the transportation industry (including customers, employees and supply chains); Union Pacific’s, Norfolk Southern’s and the combined company’s ability to successfully implement its respective operational, productivity, and strategic initiatives; a significant adverse event on Union Pacific’s or Norfolk Southern’s network, including, but not limited to, a mainline accident, discharge of hazardous materials, or climate-related or other network outage; the outcome of claims, litigation, governmental proceedings and investigations involving Union Pacific or Norfolk Southern, including, in the case of Norfolk Southern, those with respect to the Eastern Ohio incident; the nature and extent of Norfolk Southern’s environmental remediation obligations with respect to the Eastern Ohio incident; new or additional governmental regulation and/or operational changes resulting from or related to the Eastern Ohio incident; and a cybersecurity incident or other disruption to our technology infrastructure.
This list of important factors is not intended to be exhaustive. These and other important factors, including those discussed under “Risk Factors” in Norfolk Southern’s Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the SEC on February 9, 2026 (available at https://www.sec.gov/ix?doc=/Archives/edgar/data/0000702165/000162828026006268/nsc-20251231.htm) and Norfolk Southern’s subsequent filings with the SEC, Union Pacific’s most recent Annual Report on Form 10-K for the year ended December 31, 2025, as filed with the SEC on February 6, 2026 (available at https://www.sec.gov/ix?doc=/Archives/edgar/data/100885/000010088526000037/unp-20251231.htm) and Union Pacific’s subsequent filings with the SEC, may cause actual results, performance, or achievements to differ materially from those expressed or implied by these forward-looking statements. References to Union Pacific’s and Norfolk Southern’s website are provided for convenience and, therefore, information on or available through the website is not, and should not be deemed to be, incorporated by reference herein. The forward-looking statements herein are made only as of the date they were first issued, and unless otherwise required by applicable securities laws, Union Pacific and Norfolk Southern disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required by applicable law or regulation.
IonQ, Inc. (IONQ - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this company have returned -22.2% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Computer - Integrated Systems industry, to which IonQ belongs, has gained 12.4% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
IonQ is expected to post a loss of $0.29 per share for the current quarter, representing a year-over-year change of +58.6%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of -$1.07 for the current fiscal year indicates a year-over-year change of +41.2%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.94 indicates a change of +12.5% from what IonQ is expected to report a year ago. Over the past month, the estimate has changed +2.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, IonQ is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of IonQ, the consensus sales estimate of $66.36 million for the current quarter points to a year-over-year change of +220.7%. The $267.45 million and $401.88 million estimates for the current and next fiscal years indicate changes of +105.7% and +50.3%, respectively.
Last Reported Results and Surprise HistoryIonQ reported revenues of $64.67 million in the last reported quarter, representing a year-over-year change of +754.3%. EPS of -$0.38 for the same period compares with -$0.14 a year ago.
Compared to the Zacks Consensus Estimate of $49.66 million, the reported revenues represent a surprise of +30.23%. The EPS surprise was -46.15%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
IonQ is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about IonQ. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
CINCINNATI--(BUSINESS WIRE)--Fifth Third Bank (NYSE: FITB) was recognized as a Top Financial Innovator by Global Finance for Newline™ by Fifth Third, the Bank's embedded finance platform that enables fintechs, software providers and enterprise clients to launch payment, card and deposit products. Newline was named to an elite group of fewer than 10 honorees in North America as part of the publication's annual Innovators Awards. Worldwide, the program spotlights innovation across banks and finte.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: ResMed (RMD - Free Report) Resmed Inc. designs, manufactures and distributes devices, masks and related accessories used to treat sleep-disordered breathing (SDB) and other respiratory disorders. Sleep-disordered breathing includes obstructive sleep apnea and related conditions that occur during sleep. The company sells products across the United States, Canada and Latin America, and across combined Europe, Asia and other markets.
RMD is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. RMD has a Growth Style Score of B, forecasting year-over-year earnings growth of 16.3% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.01 to $11.11 per share. RMD also boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, RMD should be on investors' short list.
Investors interested in Finance stocks should always be looking to find the best-performing companies in the group. Apple Hospitality REIT (APLE - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
Apple Hospitality REIT is one of 881 individual stocks in the Finance sector. Collectively, these companies sit at #4 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Apple Hospitality REIT is currently sporting a Zacks Rank of #2 (Buy).
The Zacks Consensus Estimate for APLE's full-year earnings has moved 5.7% higher within the past quarter. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.
Based on the most recent data, APLE has returned 39.9% so far this year. In comparison, Finance companies have returned an average of 6.5%. This means that Apple Hospitality REIT is performing better than its sector in terms of year-to-date returns.
Another stock in the Finance sector, Oscar Health, Inc. (OSCR - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 118.8%.
For Oscar Health, Inc., the consensus EPS estimate for the current year has increased 131.1% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).
To break things down more, Apple Hospitality REIT belongs to the REIT and Equity Trust - Other industry, a group that includes 92 individual companies and currently sits at #53 in the Zacks Industry Rank. Stocks in this group have gained about 8.7% so far this year, so APLE is performing better this group in terms of year-to-date returns.
In contrast, Oscar Health, Inc. falls under the Insurance - Multi line industry. Currently, this industry has 46 stocks and is ranked #169. Since the beginning of the year, the industry has moved +4.2%.
Investors with an interest in Finance stocks should continue to track Apple Hospitality REIT and Oscar Health, Inc.. These stocks will be looking to continue their solid performance.
Key Takeaways Ciena and Telefonica Deutschland completed an AI-driven network automation PoC using Blue Planet AI Studio.CIEN integrated AI into existing operational workflows to support multi-domain service orchestration.Ciena sees AI and enterprise 5G growth potential, while Nokia and Cisco intensify competition. AI is becoming a core component of network operations in the telecommunications industry. As CSPs roll out increasingly sophisticated 5G services, the operational complexity associated with designing, provisioning and managing these services continues to rise. Against this backdrop, the successful proof of concept (PoC) between Telefónica Deutschland (TELFY - Free Report) and Blue Planet, a division of Ciena Corporation (CIEN - Free Report) , demonstrates how AI-driven automation can transform network operations while strengthening Ciena's growth prospects.
The Blue Planet division was established from the 2015 Cyan Networks acquisition, integrating Cyan’s software with Ciena’s SDN/NFV controllers to develop an open, multi-vendor network automation platform. This platform was later improved through acquisitions like Packet Design and Centina for advanced analytics and closed-loop automation.
The PoC employed Blue Planet AI Studio, an OSS-native platform that allows the development and deployment of AI agents directly within operational workflows. Instead of functioning as an isolated AI experiment, the platform was integrated into Deutschland's existing Multi-Domain Service Orchestration framework. The successful deployment showcases several competitive advantages for CIEN, which has steadily expanded its software portfolio via Blue Planet. By advancing AI-driven network orchestration, the collaboration enhances Ciena's software growth opportunities, customer retention and exposure to the rapidly growing enterprise 5G market.
Ciena is already benefiting from strong investments in AI infrastructure, particularly from hyperscale cloud providers building massive data centers. AI-driven network slicing complements this trend by creating another avenue for growth within telecom networks. However, heavy investments by rivals such as Nokia (NOK - Free Report) and Cisco Systems (CSCO - Free Report) in AI-driven network automation may limit Ciena's pace of monetizing its technological edge.
Competitive Woes in the AI-Led Networking Space Temper CIENNOK benefits from a broad 5G IP portfolio, an expanding enterprise business and growing opportunities in AI-driven networking. Demand from AI and cloud customers supported IP Networks growth in first-quarter, while Nokia launched an AI Networking Innovation Lab to accelerate development of next-generation AI-native data center networking solutions alongside ecosystem partners. The initiative expands its presence in a structurally attractive infrastructure market and strengthens its position in AI-driven connectivity. In June, Nokia, t3 Broadband and Aureon partnered to deploy a hyperscale-class AI connectivity network using ultra-high-capacity optical technology, enabling high-speed, reliable data transmission to support the rising demand for AI and cloud infrastructure.
Cisco continues to expand AI data center offerings, including Nexus innovations, intelligent packet flow and configurable AI pods, which can sustain a higher mix in networking through fiscal 2026. In June, Cisco introduced Cisco Cloud Control, a unified platform that enables human operators and AI agents to collaboratively manage and secure critical IT infrastructure. The platform supports natural-language application and agent creation, integrates with third-party tools and enhances cybersecurity through innovations such as Live Protect, Quantum Ready Assessments and Cisco IQ, helping organizations operate securely at AI-driven speed and scale. Furthermore, its rich partner base supports expansion in AI infrastructure and security.
CIEN Price Performance, Valuation and EstimatesShares of CIEN have gained a whopping 451.5% in the past year compared with the Communications - Components industry’s surge of 304.8%.
Image Source: Zacks Investment Research
CIEN trades at a forward 12-month price-to-earnings (P/E) ratio of 57.86, above the industry’s 43.98.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CIEN’s earnings for fiscal 2026 has been revised upward over the past 60 days.
Image Source: Zacks Investment Research
CIEN currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
FAIR LAWN, N.J., July 07, 2026 (GLOBE NEWSWIRE) -- Columbia Financial, Inc. (NASDAQ: CLBK), a Delaware corporation and the mid-tier holding company for Columbia Bank (the “Holding Company” or “Columbia”), announced today that Columbia Financial, Inc., a Maryland corporation (the “Company”) and the proposed successor to the Holding Company, has commenced a firm commitment underwritten offering to sell shares of common stock not subscribed for in its second-step conversion subscription offering to the general public at $10.00 per share.
Between the orders received in the subscription offering and the increased orders received in the previously announced resolicitation of maximum purchasers in the subscription offering, which concluded on June 30, 2026, the Company received approximately $1.1 billion in the subscription offering, excluding shares to be issued to Columbia Bank’s employee stock ownership plan. Accordingly, the Company expects to sell in the firm commitment underwritten offering between approximately $281 million and $769 million of its common stock.
Keefe, Bruyette & Woods, Inc., A Stifel Company, will serve as the lead-left book running manager, Piper Sandler & Co. will act as co-book running manager and Brean Capital, LLC will act as co-manager for the firm commitment underwritten offering.
Completion of the second-step conversion remains subject to (1) the receipt of all required final regulatory approvals, including the final independent appraisal, and (2) the sale of at least 142,375,000 shares of common stock, including shares that may be issued as merger consideration to stockholders of Northfield Bancorp, Inc. (“Northfield”).
About Columbia
The Holding Company is a Delaware corporation organized as Columbia Bank’s mid-tier stock holding company and is a majority-owned subsidiary of Columbia Bank MHC. The Company is a newly formed Maryland corporation that will be the successor to the Holding Company upon closing of the second-step conversion. Columbia Bank is a federally chartered savings bank headquartered in Fair Lawn, New Jersey that operates 70 full-service banking offices and offers traditional financial services to consumers and businesses in its market area. For more information about Columbia Bank, please visit www.columbiabankonline.com.
Disclaimer and Caution About Forward-Looking Statements
Certain statements in this press release constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, which statements involve inherent risks and uncertainties. Examples of forward-looking statements include, but are not limited to, statements regarding the outlook and expectations of Columbia and Northfield, respectively, with respect to the proposed transaction, the strategic benefits and financial benefits of the proposed transaction, including the expected impact of the proposed transaction on the combined company’s future financial performance (including anticipated accretion to earnings per share, the tangible book value earn-back period and other operating and return metrics), the timing of the closing of the proposed transaction, and the ability to successfully integrate the combined businesses. Such statements are often characterized by the use of qualified words (and their derivatives) such as “may,” “will,” “anticipate,” “could,” “should,” “would,” “believe,” “contemplate,” “expect,” “estimate,” “continue,” “plan,” “project” and “intend,” as well as words of similar meaning or other statements concerning opinions or judgment of Columbia or Northfield or their respective management about future events.
Forward-looking statements are based on assumptions as of the time they are made and are subject to risks, uncertainties and other factors that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence, which could cause actual results to differ materially from anticipated results expressed or implied by such forward-looking statements. Such risks, uncertainties and assumptions, include, among others, the following: (i) the occurrence of any event, change or other circumstances that could give rise to the right of one or both of the parties to terminate the merger agreement; (ii) the possibility that the proposed transaction does not close when expected or at all because approvals and the other conditions to closing are not received or satisfied on a timely basis or at all; (iii) the outcome of any legal proceedings that may be instituted against Columbia or Northfield; (iv) the possibility that the anticipated benefits of the proposed transaction, including anticipated cost savings and strategic gains, are not realized when expected or at all, including as a result of changes in, or problems arising from, general economic and market conditions, interest and exchange rates, monetary policy, laws and regulations and their enforcement, and the degree of competition in the geographic and business areas in which Columbia and Northfield operate; (v) the possibility that the integration of the two companies may be more difficult, time-consuming or costly than expected; (vi) Columbia’s ability to successfully complete its second-step conversion; (vi) the possibility that the final independent appraisal of Columbia will differ from the preliminary independent appraisal of Columbia; (viii) the impact of purchase accounting with respect to the proposed transaction, or any change in the assumptions used regarding the assets acquired and liabilities assumed to determine their fair value and credit marks; (ix) the possibility that the proposed transaction may be more expensive or take longer to complete than anticipated, including as a result of unexpected factors or events; (x) the diversion of management’s attention from ongoing business operations and opportunities; (xi) potential adverse reactions of Columbia’s or Northfield’s customers or changes to business or employee relationships, including those resulting from the announcement or completion of the proposed transaction; (xii) a material adverse change in the financial condition of Columbia or Northfield; (xiii) changes in Columbia’s or Northfield’s share price before closing; (xiv) risks relating to the potential dilutive effect of shares of Columbia’s common stock to be issued in the proposed transaction; (xv) general competitive, economic, political and market conditions, including the impact of any potential government shutdown; (xvi) major catastrophes such as earthquakes, floods or other natural or human disasters, including infectious disease outbreaks; and (xvii) other factors that may affect future results of Columbia or Northfield, including, among others, changes in asset quality and credit risk; the imposition of tariffs and any retaliatory responses; the inability to sustain revenue and earnings growth; changes in interest rates; deposit flows; inflation; customer borrowing, repayment, investment and deposit practices; the impact, extent and timing of technological changes; capital management activities; and other actions of the Federal Reserve Board and legislative and regulatory actions and reforms.
These factors are not necessarily all of the factors that could cause Columbia’s, Northfield’s or the combined company’s actual results, performance or achievements to differ materially from those expressed in or implied by any of the forward-looking statements. Other factors, including unknown or unpredictable factors, also could harm Columbia’s, Northfield’s or the combined company’s results.
Although each of Columbia and Northfield believes that its expectations with respect to forward-looking statements are based upon reasonable assumptions based on its existing knowledge of its business and operations, there can be no assurance that actual results of Columbia or Northfield will not differ materially from any projected future results expressed or implied by such forward-looking statements. Additional factors that could cause results to differ materially from those described above can be found in Columbia’s most recent annual report on Form 10-K for the fiscal year ended December 31, 2025, quarterly reports on Form 10-Q, and other documents subsequently filed by Columbia with the Securities Exchange Commission (the “SEC”), and in Northfield’s most recent annual report on Form 10-K for the fiscal year ended December 31, 2025, and its other filings with the SEC and quarterly reports on Form 10-Q, and other documents subsequently filed by Northfield with the SEC. The actual results anticipated may not be realized or, even if substantially realized, they may not have the expected consequences to or effects on Columbia, Northfield or each of their respective businesses or operations. Investors are cautioned not to rely too heavily on any such forward-looking statements. Columbia and Northfield urge you to consider all of these risks, uncertainties and other factors carefully in evaluating all such forward-looking statements made by Columbia and Northfield. Forward-looking statements speak only as of the date they are made and Columbia and/or Northfield undertake no obligation to update or clarify these forward-looking statements, whether as a result of new information, future events or otherwise, except to the extent required by applicable law. For purposes of this section, references to Columbia include both Columbia Financial, Inc., a Delaware corporation and the current mid-tier holding company for Columbia Bank, and Columbia Financial, Inc., a Maryland corporation and the proposed successor holding company of Columbia Bank.
Important Additional Information About the Transaction and Where to Find It
Columbia Financial, Inc. has filed with the SEC a Registration Statement on Form S-1 (the “Form S-1 Registration Statement”) that includes a prospectus of Columbia Financial, Inc. and other relevant documents concerning the proposed second-step conversion. In addition, Columbia Financial, Inc. has also filed with the SEC a Registration Statement on Form S-4 (the “Form S-4 Registration Statement”) that includes a joint proxy statement/prospectus concerning the proposed second-step conversion and the merger.
BEFORE MAKING ANY INVESTMENT DECISION, INVESTORS AND STOCKHOLDERS OF COLUMBIA AND NORTHFIELD ARE URGED TO READ THE FORM S-1 REGISTRATION STATEMENT AND THE FORM S-4 REGISTRATION STATEMENT AND THE JOINT PROXY STATEMENT/PROSPECTUS REGARDING THE PROPOSED TRANSACTION AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THOSE DOCUMENTS, BECAUSE THEY CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND RELATED MATTERS.
This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities. No offer of securities shall be made except by means of a prospectus meeting the requirements of the Securities Act of 1933, as amended, and no offer to sell or solicitation of an offer to buy shall be made in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such jurisdiction.
A copy of the Form S-1 Registration Statement and the Form S-4 Registration Statement, Joint Proxy Statement/Prospectus, as well as other filings containing information about Columbia and Northfield may be obtained, free of charge, at the SEC’s website (http://www.sec.gov). You may also obtain these documents, free of charge, by directing a request to Columbia Investor Relations, 19-01 Route 208 North, Fair Lawn, New Jersey 07410, or by calling (833) 550-0717, or to Northfield by directing a request to Northfield Investor Relations, 581 Main Street, Suite 810, Woodbridge, New Jersey 07095 or by calling (732) 499-7200 x2519. The information on Columbia’s or Northfield’s respective websites is not, and shall not be deemed to be, a part of this communication or incorporated into other filings either company makes with the SEC.
Columbia Financial, Inc.
Investor Relations Department
(833) 550-0717
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Peabody Energy Corporation (“Peabody Energy” or the “Company”) (NYSE: BTU) between October 14, 2024 and May 4, 2026, inclusive.
Should You Join The Peabody Energy Class Action Lawsuit:
Do you, or did you, own shares of Peabody Energy Corporation (NYSE: BTU)?
Did you sell your shares between October 14, 2024 and May 4, 2026, inclusive?
Did you lose money in your investment in Peabody Energy Corporation?
What To Do Next:
Investors are encouraged to act promptly and submit a form at Peabody Energy Corporation Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 24, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Peabody Energy common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Peabody (NYSE: BTU) today announced that the U.S. Department of Energy has selected the company for funding to advance the production of rare earth elements and critical minerals. The selection supports Peabody's ongoing efforts to evaluate and advance the recovery of rare earth elements and critical minerals from its extensive resource base in Wyoming's Powder River Basin.
"Coupled with the Wyoming Energy Authority grant awarded earlier this year, this selection reflects the meaningful progress Peabody has made in advancing promising unconventional rare earth and critical mineral opportunities," said Peabody President and Chief Executive Officer Jim Grech. "I thank the Trump Administration, including the Department of Energy and Secretary Wright for supporting this project as we continue advancing the technical and economic viability of a domestic rare earth and critical mineral supply chain."
The company's efforts are focused on supporting the development of a secure domestic supply chain for materials that are increasingly important to U.S. energy, technology and national security objectives.
Peabody moves more earth annually across its Powder River Basin operations than any other coal miner, providing a unique combination of scale, infrastructure and ready access to a vast resource base with promising concentrations of rare earth elements and critical minerals.
Peabody is a leading coal producer, providing essential products for the production of affordable, reliable energy and steel. Our commitment to sustainability underpins everything we do and shapes our strategy for the future.
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. GlobalFoundries Inc. (GFS - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.
GlobalFoundries Inc. is a member of our Computer and Technology group, which includes 613 different companies and currently sits at #1 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.
The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. GlobalFoundries Inc. is currently sporting a Zacks Rank of #1 (Strong Buy).
Within the past quarter, the Zacks Consensus Estimate for GFS' full-year earnings has moved 0.8% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the latest available data, GFS has gained about 97.3% so far this year. Meanwhile, stocks in the Computer and Technology group have gained about 16.6% on average. This means that GlobalFoundries Inc. is outperforming the sector as a whole this year.
Avnet (AVT - Free Report) is another Computer and Technology stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 71.5%.
The consensus estimate for Avnet's current year EPS has increased 11.7% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, GlobalFoundries Inc. belongs to the Electronics - Semiconductors industry, which includes 50 individual stocks and currently sits at #41 in the Zacks Industry Rank. Stocks in this group have gained about 46% so far this year, so GFS is performing better this group in terms of year-to-date returns.
On the other hand, Avnet belongs to the Electronics - Parts Distribution industry. This 4-stock industry is currently ranked #23. The industry has moved +50.4% year to date.
Investors interested in the Computer and Technology sector may want to keep a close eye on GlobalFoundries Inc. and Avnet as they attempt to continue their solid performance.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Dropbox (DBX - Free Report) Dropbox offers a cloud-based platform that businesses and individuals can create, access and share digital content globally. It serves more than 700 million registered users across approximately 180 countries.
DBX is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. DBX has a Growth Style Score of B, forecasting year-over-year earnings growth of 8.5% for the current fiscal year.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.04 to $3.08 per share. DBX also boasts an average earnings surprise of +9.6%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, DBX should be on investors' short list.
Key Takeaways Medpace sees uneven trial demand, with metabolic programs steadier than oncology and cardiovascular.MEDP says awards take three to five quarters to convert, extending the path from pipeline to revenue.Medpace maintained solid EBITDA margins as AI spending is expected to outweigh savings through 2026-2027. Medpace Holdings, Inc. (MEDP - Free Report) offers a focused view of how clinical research organization demand is changing in 2026.
The company’s growth story is not just about trial volume. It also turns on which therapeutic areas are holding up, how quickly awards convert to revenues, and whether technology spending can improve productivity later.
Medpace Shows a Split in Trial DemandDemand across Medpace’s book is becoming more uneven by therapeutic area. Metabolic and GLP-1 programs have historically carried lower cancellation rates, giving that work a stabilizing role in backlog quality and utilization.
Oncology and cardiovascular have been the larger sources of recent cancellations. That matters because both remain important pieces of Medpace’s clinical-development base, and pressure in those areas can weigh on forward visibility even when other categories remain steadier.
The same theme is relevant across the broader clinical services group. IQVIA Holdings Inc. (IQV - Free Report) , which provides clinical research services, healthcare intelligence and technology solutions, is another name investors often watch when trial starts and sponsor spending patterns shift.
MEDP Awards Point to a Longer Conversion CycleMedpace’s early award signals are not translating into immediate revenues. Initial award notifications and win rates have improved, but many awards remain in pre-backlog before moving into active projects.
The timing gap is meaningful. Awards can take three to five quarters to start, which means improved pipeline activity may support later-period growth rather than near-term acceleration.
That delayed conversion cycle helps explain why backlog can support continuity without proving a sharp rebound. Medpace expects roughly $1.9 billion to $1.94 billion of backlog to convert into revenues over the next 12 months, but first-quarter net book-to-bill was 0.88X.
Image Source: Zacks Investment Research
Medpace Margins Benefit From Full-Service FocusMedpace’s full-service model has helped protect profitability through mix changes. First-quarter EBITDA was $149.4 million, and EBITDA margin was 21.1%, nearly in line with 21.2% in the year-ago period.
That stability came despite elevated reimbursed out-of-pocket activity. Pass-throughs were roughly 44% of revenues in the quarter, creating mix noise that can make reported growth and booking comparisons harder to read.
Execution is becoming as important as volume. Improved employee retention, operating discipline and a centralized full-service platform give Medpace tools to defend margins while demand patterns normalize.
Charles River Laboratories International, Inc. (CRL - Free Report) gives investors another angle on outsourced research demand. Its preclinical and drug-development services sit earlier in the development chain, so its trends can complement what Phase I-IV focused companies reveal about clinical activity.
MEDP AI Spending Raises a Near-Term QuestionMedpace’s technology investment adds another layer to the 2026 growth debate. Artificial intelligence spending is expected to exceed savings through 2026-2027, limiting the near-term productivity benefit.
That does not make the spending unimportant. It shows how healthcare-services companies may need to absorb upfront technology costs before automation, analytics or workflow improvements show up in margins.
For investors, the question is timing. AI can support better execution over time, but the current setup points to expense absorption before measurable operating leverage.
Medpace Scores Reflect Growth With RestraintThe bottom line is that Medpace sits in a healthier position than its softer booking signals suggest, but the trend picture still requires patience. Backlog conversion, metabolic exposure and durable margins support the story, while cancellations, longer start times and AI spending keep the near-term setup measured.
Image Source: Zacks Investment Research
The stock currently carries a Zacks Rank #3 (Hold). That indicates a more balanced short-term earnings-revision profile rather than a clear positive or negative signal. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Medpace’s Style Scores sharpen that view. Its Growth Score of A points to attractive growth characteristics, while its Momentum Score of C is more neutral and its Value Score of D signals less obvious valuation support. The VGM Score of B suggests the broader style profile remains constructive, but not enough by itself to override the more restrained Zacks Rank #3 signal.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sonic Automotive (SAH - Free Report) Sonic Automotive is one of the leading automotive retailers in the United States. Apart from selling new and used cars and light trucks, the company offers warranties, service contracts, vehicle financing and insurance. Further, it provides maintenance and repair services, and sells replacement parts and aftermarket automotive products. Each sale of a new or used vehicle comes with financing and insurance options and helps the firm earn financing fees and insurance and other aftermarket product commissions. Each of the company’s franchised dealerships include a fully integrated service and parts department.
SAH is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. SAH has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.9% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.12 to $6.92 per share. SAH also boasts an average earnings surprise of +5.5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, SAH should be on investors' short list.
Have you been paying attention to shares of Federal Signal (FSS - Free Report) ? Shares have been on the move with the stock up 25.2% over the past month. The stock hit a new 52-week high of $134.51 in the previous session. Federal Signal has gained 23.3% since the start of the year compared to the -5.2% move for the Zacks Auto-Tires-Trucks sector and the -4.4% return for the Zacks Automotive - Domestic industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 29, 2026, Federal Signal reported EPS of $1.18 versus consensus estimate of $0.89.
For the current fiscal year, Federal Signal is expected to post earnings of $4.94 per share on $2.63 in revenues. This represents a 16.78% change in EPS on a 20.65% change in revenues. For the next fiscal year, the company is expected to earn $5.52 per share on $2.8 in revenues. This represents a year-over-year change of 11.71% and 6.55%, respectively.
Valuation MetricsFederal Signal may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Federal Signal has a Value Score of D. The stock's Growth and Momentum Scores are A and A, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 27.1X current fiscal year EPS estimates, which is a premium to the peer industry average of 18.9X. On a trailing cash flow basis, the stock currently trades at 23.9X versus its peer group's average of 8.3X. Additionally, the stock has a PEG ratio of 1.93. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, Federal Signal currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Federal Signal passes the test. Thus, it seems as though Federal Signal shares could still be poised for more gains ahead.
NCR Voyix (NYSE: VYX), a platform-powered leader in unified commerce for shopping and dining, today announced an exclusive platform agreement with Pizza Ranch I
Sunrun shares are showing limited movement. What’s next for RUN stock? Sunrun is pitching its virtual power plant initiative as more than 16 gigawatts of fast-to-deploy capacity by coordinating home batteries, thermostats, water heaters, and solar systems, using "millions of existing home energy devices" including flexibility from more than 8 million smart thermostats and devices managed by Renew Home.
The company also flagged Virginia as an early deployment area with more than 300 megawatts available immediately and a target of at least 500 megawatts by 2030, plus capacity committed into PJM’s proposed Reliability Backstop Process that it says could unlock over a gigawatt immediately.
Sunrun’s AI-demand framing is getting sharper as Goldman Sachs pegs global data-center electricity demand up 220% by 2030 to 1,350 TWh (a 905 TWh increase).
Sunrun also has a concrete "why now" hook: the Tesla/Sunrun/Renew Home effort is positioned to free enough capacity to support the equivalent of 17 large data centers during peak periods.
In the background, Tesla is a read-through for the theme because it helps validate residential batteries as a grid resource, which can pull Sunrun into "grid support" rotations when that narrative heats up.
RUN Stock: Key Technical Levels To WatchFrom a longer-term trend perspective, RUN is still fighting overhead supply: at $13.00 it’s trading 0.2% below the 20-day SMA ($13.07), 4.4% below the 50-day SMA ($13.65), 6.7% below the 100-day SMA ($13.98), and 20.6% below the 200-day SMA ($16.43). That keeps the bigger-picture posture cautious, especially with the death cross that formed in April (50-day SMA below the 200-day SMA) still in place.
Momentum looks more "range-bound than trending" right now, with RSI at 46.42 (neutral), which typically lines up with consolidation and quick reversals rather than sustained directional runs. RSI is essentially saying the stock isn’t stretched enough to force a mean-reversion bounce, but it also isn’t washed out like it was around the oversold signal in March.
Key Resistance: $13.50 — a nearby round-number zone that also sits close to the 20-day EMA ($13.35), where rebounds can stall Key Support: $11.50 — a nearby floor to watch if price slips back toward the lower end of the recent range How Sunrun Operates in the Solar MarketSunrun is engaged in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It acquires customers directly and through relationships with various solar and strategic partners, and many customers sign 20- to 25-year agreements to use its systems.
That long-duration model can make the stock sensitive to financing conditions and execution, but it also creates a large installed base. The virtual power plant pitch matters because it tries to turn that installed base—solar, batteries, and managed devices—into dispatchable grid capacity that utilities and hyperscalers may need "in months, not years."
Sunrun’s Benzinga Edge: Growth vs. MomentumBelow is the Benzinga Edge scorecard for Sunrun, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Weak (Score: 17.07) — The stock’s recent tape is lagging, which fits with price still sitting below key longer-term moving averages. Growth: Strong (Score: 93.93) — The market is still assigning Sunrun a high growth profile, which helps explain why "virtual power plant" headlines can move the stock quickly. The Verdict: Sunrun’s Benzinga Edge signal reveals a growth-heavy profile with weak momentum, a mix that often leads to sharp rallies that struggle to hold unless the chart improves. For longer-term bulls, the cleaner setup would be momentum turning up alongside a reclaim of the 50-day and 100-day moving averages.
RUN Stock Price Movement During PremarketRUN Stock Price Activity: Sunrun shares were up 0.08% at $12.98 during premarket trading on Tuesday, according to Benzinga Pro data.
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TREVOSE, Pa.--(BUSINESS WIRE)--Comcast today announced a significant construction milestone in its network expansion across the Greater Phillipsburg area, with the overall project now more than halfway complete as the company works to bring its reliable, high-speed Internet network to more than 15,700 additional homes and businesses for the first time. Momentum across Warren County remains strong with construction in Greenwich, Lopatcong and Alpha nearing completion. Half of planned work in Phi.
UNIVERSAL CITY, CA - APRIL 27: General views of the Comcast NBC Universal corporate offices on April 27, 2021 in Universal City, California. (Photo by AaronP/Bauer-Griffin/GC Images)
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Well, so much for Brian Roberts getting an Oscar. Following quickly on the heels of spinning off Versant Media earlier this year, Comcast is now off-loading the entirety of NBCUniversal.
Once again, we’ve got yet another transaction that will remake the media world. As with all of these media mergers and acquisitions, this spin-off carries more questions than answers.
Is it OK for me to be a little sad? There’s no crying in media M&A. And the relationships between multichannel video providers (cable and satellite operators) and content owner/producers have never been a warm and fuzzy hug fest. Anyone who has spent time negotiating these distribution deals - hi there - can tell you that. But like many this is an industry I “grew up in,” first on the cable operator side and then years inside of NBC (pre-Comcast). The dual-revenue streams of consumer subscription fees and brand advertising purchases fueled nearly four decades of mutually beneficial growth and culminated in the pre-streaming days of the Peak TV with The Sopranos, Mad Men, Breaking Bad and their ilk. And that’s all in the rear-view mirror.
Few of the dozens of cable networks that have defined the multichannel era, from HBO in the 1970s (thanks Chuck Dolan) to the CNNs and USAs of the early 1980s to the retransmission consent-driven broadcaster channels of the 1990s such as MSNBC, FX, MSNBC and The Food Network, would have survived without cable industry cash.
As the existential crisis deepens for these networks, it will only be exacerbated by the cutting of direct ties between leading players on the distribution and content sides of the business. Comcast was the last of that breed on the distribution side. Some commentors have already noted how much easier it will be for Comcast to further dig in on all of its content negotiations. Understandable, but remember the term partnership? It still goes a long way.
What has changed so dramatically in the last six months? You don’t need a way-back machine to remember that Comcast closed on its spin-off of Versant Media (home of NBCU’s former cable networks like CNBC) only six months ago. At that time NBCU CEO Mike Cavanaugh (who will become CEO of the “new” NBCU) was asked about also spinning out NBCU. He said that the company “doesn’t get stronger by being smaller as a standalone entity.”
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But what Cavanaugh seemed to rule out in January is exactly what the new NBCU will be – smaller, standalone and without the Comcast checkbook. In fairness, Cavanaugh acknowledged the turnabout in the new spin-off announcement: “Where we previously believed that scale and the diversification benefits warranted operating these businesses as one company, we’ve now simply changed our mind about that. We’ve now concluded that future success for each of our businesses will depend on focus, speed, and strategic flexibility that this separation will unlock.”
Although it seems like something the late Ted Turner might have said, it was actually Ralph Waldo Emerson who argued that “a foolish consistency is the hobgoblin of little minds.” But Comcast may have set some type of speed record with its 180-degree strategic rewind. It may be simply that the absence of a boost to Comcast’s stock price from the Versant spin-off led to a doubling-down by Comcast, looking for a bigger bang from spin-off part two. But be careful betting on any specific reaction from the fickle financial markets. It’s only been a week since this deal was announced, but the immediate positive move on day one has disappeared since. The future market reactions are far from clear for Comcast or NBCU.
Does anyone but David Ellison still want to be in the media business – and what is the roadmap forward?As usual with media mergers and acquisitions in recent years, it’s a lot easier to discern the financial maneuvering than any strategic roadmap. The history of media deals is littered with mistakes and disappointments from AOL Time Warner through AT&T/Warner Media through Disney’s overpayment for Fox. Ironically, Comcast’s purchase of NBCU from General Electric in 2011 has been viewed as one of the exceptions to this pattern with Comcast bringing to NBCU much needed resources and media-focused management.
And now Comcast wants out. Unfortunately, especially in a world where AI is changing consumer and business behavior week to week, and new content creators emerge every day, just making a deal does little to ensure future growth. The speculation game is already underway. Who might buy the new NBCU - Netflix? Amazon? Probably not a lot of options there. Who might sell NBCU their pieces? Sony? Lionsgate? All interesting, but all sound like more – or less – of the same.
The David Ellison pitch has been that media’s future lies in technology innovation. He and Skydance haven’t been long at the helm at Paramount, but the early stages look a lot more like traditional cost cutting and frustrated reorganization than a methodical innovation path. Will he have more success over time overseeing the vast empire of Warner Bros. Discovery? Other than consolidating studio and cable network operations, I’m not seeing it yet.
Consumers haven’t lost interest in watching sports, news and entertainment, playing games, and even going to movie theaters when they’re given a reason (thanks Backrooms and Obsession). But we still await not the next deal but the first innovation playbook - for both sellers and buyers. Is Godot out there?
, /PRNewswire/ -- Analog Devices, Inc. (NASDAQ: ADI) today announced the completion of its acquisition of Empower Semiconductor. The combination further strengthens ADI's position as a leading strategic, system-level grid-to-core power partner across the entire AI ecosystem, expanding ADI's total addressable market and capabilities in AI compute power delivery.
Commentary
Analog Devices completes acquisition of Empower Semiconductor "Today marks an exciting milestone as we welcome the Empower team to ADI and take an important step forward in solving one of the most complex challenges in modern electronics – power delivery for the AI era," said Vincent Roche, CEO and Chair at ADI. "AI infrastructure is fundamentally reshaping how power must be delivered, with energy now one of the most persistent constraints to scaling next-generation systems. Empower's breakthrough technology is designed to directly address this bottleneck, unlocking new levels of efficiency and performance for AI processors. Leveraging ADI's technology and scale, we will help customers rearchitect their power systems and achieve the compute densities next-generation AI demands. The impact will extend well beyond AI data centers to any domain where energy constrains what is possible." About Analog Devices, Inc.
Analog Devices, Inc. (NASDAQ: ADI) is a global semiconductor leader that bridges the physical and digital worlds to enable breakthroughs at the Intelligent Edge. ADI combines analog, digital, AI, and software technologies into solutions that combat climate change, reliably connect humans and the world, and help drive advancements in automation and robotics, mobility, healthcare, energy and data centers. With revenue of more than $11 billion in FY25, ADI ensures today's innovators stay Ahead of What's Possible. Learn more at www.analog.com and on LinkedIn and X.
Forward-Looking Statements
This press release contains forward-looking statements, which address a variety of subjects including, for example, the expected benefits of the transaction; ADI's expected product offerings and benefits of those offerings, product development, and technical advances resulting from the transaction; and other future events. Statements that are not historical facts, including statements about our beliefs, plans, and expectations, are forward-looking statements. Such statements are based on our current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially from those described in these forward-looking statements: unforeseen or unknown liabilities; costs or expenses related to the transaction; the inability to retain key personnel; difficulties in integrating the acquired business; the risk that expected benefits of the transaction may not be realized or may take longer to realize than expected; and uncertainty as to the long-term value of our common stock. For additional information about factors that could cause actual results to differ materially from those described in the forward-looking statements, please refer to our filings with the Securities and Exchange Commission, including the risk factors contained in our most recent Annual Report on Form 10-K. Forward-looking statements represent management's current expectations and are inherently uncertain. Except as required by law, we do not undertake any obligation to update forward-looking statements made by us to reflect subsequent events or circumstances.
CONTACT:
Jeff Ambrosi
Senior Director, Investor Relations
Analog Devices
[email protected]
(781) 461-3282
Ferda Millan
Global PR and External Communications
Analog Devices
[email protected]
(408) 373-1854
Key Takeaways Global semiconductor sales hit a record $120.6B in May, extending 15 straight months of gains.ADI, MCHP, TXN and TSM are highlighted for growth as AI and chip demand remain strong.AI, automotive demand and expanding tech infrastructure continue to support semiconductor sales. The dream run for the semiconductor industry continues in 2026, with sales multiplying in each of the first five months of the year. Continued enthusiasm surrounding artificial intelligence has been powering demand for semiconductors, resulting in a robust jump in revenues.
Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices (ADI - Free Report) , Microchip Technology (MCHP - Free Report) , Texas Instruments (TXN - Free Report) and Taiwan Semiconductor Manufacturing Company Limited (TSM - Free Report) , which have great potential for growth this year.
Dream Run for the Semiconductor IndustryGlobal semiconductor sales totaled $120.6 billion in May, growing 9.2% sequentially from April’s total of $110.5 billion, the Semiconductor Industry Association (SIA) reported on Monday. On a year-over-year basis, sales surged a whopping 104.1% from May 2025’s total of $59.1 billion.
Semiconductor sales have now increased in all five months of the year, recording their 15th straight month of gains. John Neuffer, SIA president and CEO, said, “The global semiconductor market continued to grow substantially in May, hitting the highest-ever recorded monthly sales total and increasing on a month-to-month basis for the 15th consecutive month in May.”
AI-focused semiconductors have been taking a beating lately as concerns grow over their sustainability. Investors have been rotating out of semiconductor stocks and taking refuge in defensive picks.
However, the decline appears to be temporary as Wall Street has witnessed similar tech and semiconductor sell-offs in the past. Even then, semiconductor stocks have been responsible for the broader market rally over the past few years.
The jump in May and April follows a stellar first quarter for the semiconductor industry. Semiconductor sales totaled $298.5 billion in the first quarter, up 25% sequentially.
Semiconductors have become essential to almost every modern and emerging technology, powering everything from the Internet of Things (IoT) and 6G networks to artificial intelligence.
Rising demand from the automotive industry has further strengthened chip sales. At the same time, the rapidly expanding AI market, which is still in its early growth phase, is driving leading technology companies to invest billions of dollars in AI development and infrastructure.
As these firms continue to ramp up spending on AI infrastructure, investor optimism toward semiconductor stocks has remained strong.
4 Semiconductor Stocks With UpsideAnalog DevicesAnalog Devices is an original equipment manufacturer of semiconductor devices, specifically analog, mixed-signal and digital signal processing (“DSP”) integrated circuits. ADI’s product line comprises amplifiers and comparators; analog to digital converters; digital to analog converters; video encoders and decoders; embedded processing products and DSPs; MEMS and temperature sensors; RF/IF components and converters; power and thermal management ICs, audio/video converters, amplifiers, CODECs, filters and processors. Analog Devices also offers analog, digital and RF switches and multiplexers; analog microcontrollers; clock and timing products.
Analog Devices’ expected earnings growth rate for the current year is 59.3%. The Zacks Consensus Estimate for current-year earnings has improved 11.6% over the past 60 days. ADI currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Microchip TechnologyMicrochip Technology has been consistently benefiting from its strength in the analog and microcontroller businesses. MCHP’s dominance in 8, 16, and 32-bit PIC microcontrollers remains a major driver of top-line and bookings growth. Microchip Technology has acquired notable companies like Tekron International, Microsemi and Atmel to add strength to its product offerings.
Microchip Technology’s expected earnings growth rate for the current year is 88.4%. The Zacks Consensus Estimate for current-year earnings has improved 20.2% over the past 60 days. MCHP currently has a Zacks Rank #1.
Texas InstrumentsTexas Instruments is an original equipment manufacturer of analog, mixed-signal and digital signal-processing integrated circuits. TXN has manufacturing and design facilities, including wafer fabrication and assembly/test operations in North America, Asia and Europe. Management strategy has been to build assets that would be fully utilized through their lifetimes and outsource any excess demand in peak situations to outside foundries.
Texas Instruments’ expected earnings growth rate for the current year is 40.6%. The Zacks Consensus Estimate for current-year earnings has improved 1.2% over the past 60 days. Currently, TXN carries a Zacks Rank #2.
Taiwan Semiconductor Manufacturing Company LimitedTaiwan Semiconductor Manufacturing Company Limited is the world's largest dedicated integrated circuit (“IC”) foundry. TSM manufactures ICs for its customers based on its proprietary designs using its advanced production processes. Taiwan Semiconductor Manufacturing Company Limited’s goal is to establish itself as one of the world's leading semiconductor companies by building upon the strengths that have made it the world's leading IC foundry.
Taiwan Semiconductor Manufacturing Company Limited’s expected earnings growth rate for the current year is 44.1%. The Zacks Consensus Estimate for current-year earnings has improved 0.7% over the past 60 days. TSM presently carries a Zacks Rank #2.
U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some time, that’s great news.
However, there are obvious concerns that are starting to bleed through to lower valuations from some of the highest-flying stocks in the market. Whether we’re talking artificial intelligence (AI) stocks, or a range of other tech-focused firms, it’s true that a potential glut of semiconductors and compute floating around the market isn’t great for the underlying growth story supporting the entire market.
Right now, I think these factors are reason enough for some investors to want to look at pumping the brakes before the proverbial top (though timing the stock market is pretty much impossible to do).
While I keep putting capital to work in the market, I certainly feel many of these concerns. With that in mind, let’s dive into three of the top stocks in the market I think are still not only investable, but could have a long way to run from here over time.
Micron Technology (MU) One of my top picks in the past, Micron Technology (NASDAQ:MU | MU Price Prediction) has blown away my expectations.
The memory chip maker has absolutely skyrocketed over the past year (just check out the chart above). Now up more than 700% over the past 12 months (even more impressive, given the stocks -8% return over the past month), Micron’s outlook is among the best in the market right now.
Indeed, I think there’s good reason why many investors think of Micron as the cleanest pure-play memory stock in the group, and it has become one of the most interesting AI beneficiaries in the market. The company’s recent earnings showed just how powerful the demand cycle has become. Micron reported fiscal Q2 2026 revenue of $23.86 billion, with gross margin reaching 74% and net income of $13.79 billion. Those are not the numbers of a commodity memory company struggling through a down cycle. Rather, they are the numbers of a business with real pricing power.
Indeed, I think the bullish case for Micron is straightforward. As AI servers require more high-bandwidth memory, and the supply of that memory remains tight, Micron’s fundamentals appear poised to continue to improve.
Of course, there are plenty of questions around how long this surge can continue. At some point, there will be some sort of decline in Micron’s top and bottom line growth rate. That said, I’m not going to be one to try to time when the party will end. After all, investors are clearly enjoying themselves right now.
Marvell Technology (MRVL) Marvell Technology (NASDAQ:MRVL) is a different kind of AI winner, but one that’s certainly garnered quite the following around Wall Street and Main Street both.
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I view Marvell as one of the best infrastructure plays in the sector, focusing on custom silicon and networking over memory. Indeed, investors looking to take a diversified view of “picks and shovels” plays within the AI mania can happily own both Micron and Marvell to cover their bases.
I’d argue that the AI boom isn’t about training models. It’s also about connecting chips, moving data, and providing ultra-efficient massive systems intact. Marvell is the company that does all that.
I think Marvell’s customer relationships and product mix (with most mega-cap tech stocks as its clientele) provides Marvell with one of the strongest positioning advantages in this space. And while there are other smaller AI vendors that could try to chip away market share, there is something to be said about the moat Marvell has built over the years.
With a strong revenue ramp expected to continue well into 2027, and no signs of slowing, Marvell’s 230% surge over the past year is one I think could certainly continue for some time to come.
Broadcom (AVGO) For investors looking for perhaps a more balanced way to play the AI surge, Broadcom (NASDAQ:AVGO) is an excellent pick, in my books.
The company offers AI exposure through custom chips and networking, while also benefiting from its highly profitable software business. That gives Broadcom a different risk profile from a pure memory stock like Micron, and arguably a more durable one. Broadcom does not need the same level of pricing volatility to work in a portfolio. That’s because it already has a stronger cash-flow base and a more diversified earnings engine.
That diversification matters now, because if investors keep worrying that compute capacity is outrunning demand, Broadcom may be better positioned than some peers because it is not dependent on one narrow product cycle. The company’s AI-related upside is still meaningful, but it comes with a more stable earnings foundation underneath. That combination is often what the market rewards when sentiment gets more selective.
So yes, the bear case for tech is real. The sector is facing valuation pressure, overcapacity concerns, and growing skepticism around whether AI spending will translate into enough near-term returns. But the strongest names are still proving their worth. Micron, Marvell, and Broadcom each have a credible path to outperforming over the year ahead, and each is supported by real earnings power rather than just AI hype.
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Vertiv Holdings Co. (VRT - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned +6%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Computers - IT Services industry, which Vertiv falls in, has lost 6.6%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Vertiv is expected to post earnings of $1.43 per share for the current quarter, representing a year-over-year change of +50.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.3%.
For the current fiscal year, the consensus earnings estimate of $6.38 points to a change of +51.9% from the prior year. Over the last 30 days, this estimate has changed +0.2%.
For the next fiscal year, the consensus earnings estimate of $8.55 indicates a change of +34.1% from what Vertiv is expected to report a year ago. Over the past month, the estimate has changed +1.5%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Vertiv.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Vertiv, the consensus sales estimate of $3.38 billion for the current quarter points to a year-over-year change of +27.9%. The $13.73 billion and $17.62 billion estimates for the current and next fiscal years indicate changes of +34.2% and +28.3%, respectively.
Last Reported Results and Surprise HistoryVertiv reported revenues of $2.65 billion in the last reported quarter, representing a year-over-year change of +30.1%. EPS of $1.17 for the same period compares with $0.64 a year ago.
Compared to the Zacks Consensus Estimate of $2.66 billion, the reported revenues represent a surprise of -0.27%. The EPS surprise was +14.71%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Vertiv is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Vertiv. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
NEW YORK--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA) today announced the expansion of private asset capabilities within its existing Advisor Managed Accounts (AMA) program. These enhanced capabilities allow registered investment advisors (RIAs) to allocate to private market investments — including private equity, private credit and private real estate — within personalized, professionally managed portfolios for plan participants. Launched in 2021, Voya's AMA program enables RIAs to deli.
Amkor Technology, Inc. (Nasdaq: AMKR), a leading provider of semiconductor packaging and test services, will issue its financial results for the second quarter
Hyperscalers are quietly ending their dependence on legacy graphics processing unit (GPU) makers by aggressively migrating to building their own chips. For years, the major cloud providers operated essentially as toll collectors. They bought commercial GPUs off the shelf at a premium and rented out that compute power to enterprise clients.
That dynamic is breaking down rapidly. Cloud giants recognize that relying on third-party designers for foundational hardware creates unacceptable margin compression. The physical economy of AI infrastructure is shifting away from off-the-shelf components toward proprietary systems that cloud providers control end-to-end.
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Taking the Big Bite: A Volume Spike Disrupts SupplyThe clearest evidence is showing up in Taiwan's supply chain, where order volumes for custom chips are spiking well beyond normal levels. This structural pivot directly threatens the market share of legacy chip designers while creating an extraordinary demand supercycle for the pure-play foundries—companies that manufacture chips but don't design their own—executing these manufacturing orders.
Investors navigating the second half of 2026 should recognize that the most lucrative infrastructure investments are no longer the companies designing generic chips. The real capital is flowing toward cloud providers building proprietary chip ecosystems and contract manufacturers who physically print that silicon for them.
The Premium Platter: Amazon Prices Out CompetitorsAn aggressive move in this transition recently came from Amazon.com, Inc. NASDAQ: AMZN. Amazon Web Services (AWS) recently initiated an urgent supply chain adjustment, instructing Taiwanese server component manufacturers to hike third-quarter 2026 shipment volumes by 20% to 30%. This volume pull-forward targets Amazon's proprietary Trainium 3 infrastructure. Early production for Trainium 3 ramped up in May 2026, and nearly all incoming capacity is fully reserved by core enterprise clients.
Amazon.com Today
$243.57 -0.59 (-0.24%)
As of 11:25 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$196.00▼
$278.56P/E Ratio29.15
Price Target$312.79
Amazon is using its dominance in cloud architecture to steer the market toward its proprietary hardware. It recently executed a 20% price increase for reserved commercial GPU capacity. By raising the cost of third-party compute, Amazon makes those chips financially impractical for large-scale workloads, effectively herding enterprise clients into its own Trainium and Inferentia ecosystem.
This strategy is already bearing fruit at an institutional scale. Under the internal moniker Project Rainier, leading artificial intelligence developer Anthropic is actively scaling its compute architecture on hundreds of thousands of Trainium chips. Anthropic openly states that current architecture planning based on a 10x growth multiplier is insufficient, validating the urgent need for localized inference workloads. This aggressive deployment pushes the AWS custom silicon pipeline to an estimated $225 billion in committed customer revenue.
From a valuation standpoint, Amazon absorbs broader market tech rotations with remarkable resilience. Amazon's share price has maintained a steady uptrend in the $240-$245 range, and is up roughly 10% year-over-year. While e-commerce margin compression remains a subtle macro headwind, the stability of cloud revenue and the margin expansion inherent in owning the hardware stack easily offset retail pressures. Trading at a trailing price-to-earnings ratio of 29x, Amazon commands a premium pricing environment entirely driven by these infrastructure expectations.
The Kitchen's Cut: Printing Silicon at a PremiumDesigning custom application-specific integrated circuits (ASICs)—chips designed for one narrow purpose rather than general use—is highly profitable. However, producing them requires specialized fabrication capabilities that cloud providers simply do not possess.
Taiwan Semiconductor Manufacturing Today
TSM
Taiwan Semiconductor Manufacturing
$428.85 -22.94 (-5.08%)
As of 11:25 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$223.70▼
$479.00Dividend Yield0.70%
P/E Ratio35.68
Price Target$449.38
Taiwan Semiconductor Manufacturing Co. NYSE: TSM is the definitive pure-play beneficiary of the hyperscaler pivot. It is the sole supplier of custom chips designed by Amazon, Google, and Meta NASDAQ: META.
Foundries represent the ultimate toll road in the semiconductor market. TSMC is currently running its 3nm fabrication capacity at 100% utilization. Because no other manufacturer can reliably yield chips at this advanced node, the manufacturer wields absolute pricing power. Management recently implemented price hikes of 10% to 15% on its 3nm advanced nodes, expanding gross margins to an exceptional 66.2%.
Wall Street analysts are rapidly recalibrating models to account for this pricing leverage. Bank of America recently raised its price target for TSMC to $590, projecting 2027 capital expenditures of $78 billion. Analysts expect gross margins to sustain above 66% through 2028 as combined wafer capacity scales toward 400,000 units per month. S&P Global also revised its outlook to positive, acknowledging the unassailable moat built around leading-edge node manufacturing.
TSMC is actively mitigating geopolitical supply chain headwinds. The company recently executed a 10-year strategic partnership with Amkor Technology NASDAQ: AMKR to expand advanced chip packaging in Arizona. This initiative cements a localized U.S. infrastructure footprint, pairing efficiently with a recent move to raise the quarterly dividend payout to $1.1136 per share.
Shares currently trade in the $435 to $452 range, advancing on heavy volume. The current 36x trailing price-to-earnings multiple represents a substantial expansion from the five-year median of 23x, reflecting the premium investors are willing to pay for absolute market dominance.
Hungry Investors: Asset Managers Gorge on FoundriesCapital allocation flows highlight strong institutional conviction in the foundry-and-custom-silicon thesis. Tier-one asset managers are heavily accumulating shares of primary manufacturers.
Capital Research Global Investors added 6.77 million shares of TSMC, while Capital World Investors accumulated an additional 5.48 million shares in the most recent quarter. Corporate insiders mirror this confidence, executing 77 purchase transactions over the trailing six months, compared with a single sale.
Bearish conviction against this trade is virtually nonexistent. Amazon's short interest is negligible at 1.01% of the public float. While regulatory filings show planned stock sales by Amazon executives, including a 20,500-share open-market sale by the CEO of Worldwide Amazon Stores, these are routine wealth-management exercises rather than bearish signals. Options chains for both Amazon and TSMC reflect elevated implied volatility, squarely targeting the upcoming mid-July 2026 earnings reports as investors position for forward guidance revisions.
Clearing the Table: Rotating Capital to the WinnersMarket data adds necessary nuance to the hardware replacement narrative. Base-layer demand for commercial GPUs remains robust for raw, foundational training workloads. The true shift is materializing in the inference market, which now accounts for two-thirds of all compute spend. As artificial intelligence applications transition from initial training to daily execution, hyperscaler custom silicon is monopolizing localized inference workloads.
Custom integrated circuits carry a 44.6% forward compound annual growth rate, dwarfing the 16.1% growth rate projected for legacy solutions. The data suggests a rapidly evolving hybrid ecosystem where legacy units handle generalized training, while proprietary chips handle the highest-margin, highest-volume inference.
Investors seeking optimal exposure to the next phase of the computing cycle should consider moving capital toward the vertically integrated hyperscalers driving this transition and the sole-source foundries that print the physical architecture.
Should You Invest $1,000 in Amazon.com Right Now?Before you consider Amazon.com, you'll want to hear this.
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The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Federated Hermes (FHI - Free Report) Headquartered in Pittsburgh, PA, Federated Hermes, Inc. is a global asset manager with $907.1 billion in AUM as of March 31, 2026. It was formed from the merger between Federated Investors and Hermes Investment Management.
FHI is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.32; value investors should take notice.
For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.04 to $5.12 per share. FHI boasts an average earnings surprise of +14%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, FHI should be on investors' short list.
Collaboration pairs Cognizant's Frontier Certified Engineers, who deploy and scale AI in client environments, with a rollout of Gemini Enterprise and Google Workspace across Cognizant
, /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced a significant expansion of its partnership with Google Cloud, broadening how the companies bring Gemini Enterprise to clients and deepening Cognizant's own internal use of the technology.
Through the expanded collaboration, which builds on the dedicated Gemini Enterprise practice announced in April, Cognizant and Google Cloud are bringing together jointly delivered solutions, a portfolio of reusable agents and certified Cognizant Frontier Certified Engineers who work directly within client environments to accelerate time to value on Gemini deployments. The work focuses on helping clients realize the value of their investments across the Google Cloud AI portfolio, including Gemini Enterprise, Gemini Enterprise for Customer Experience and Gemini Enterprise Agent Platform.
Central to the expanded partnership is Cognizant's Frontier Certified Engineer delivery model. Frontier Certified Engineers pair deep technology fluency with industry and operational context to audit existing workflows, run evaluations on agents and deploy them into production. The approach underlines Cognizant's AI Builder strategy to help clients close the gap between what AI can do and the value enterprises put into production.
"This partnership reflects exactly what our AI Builder strategy is built to do," said Ravi Kumar S, CEO, Cognizant. "Our Frontier Certified Engineers work directly alongside Google Cloud's teams, solving real problems in production. We have built this capability, proven it inside our own business, and are now bringing it to joint clients at scale."
To build proven, scalable delivery models for its clients, Cognizant is adopting Google Cloud technologies internally, deploying Gemini Enterprise and Google Workspace across its global organization. Internal use cases span software engineering, delivery operations, agentic workforce solutions and customer support.
In software engineering, global teams are using Antigravity 2.0 and Gemini Enterprise capabilities for code explanation, automated test generation and legacy application modernization, helping accelerate software development velocity by up to 30 percent in internal Cognizant benchmarks. In delivery, associates from project managers to delivery professionals use Gemini Enterprise to streamline processes, track milestones and automate documentation. Across prioritized functions, Cognizant is deploying role-based agents that can automate up to 60 to 70 percent of manual effort within targeted workflows, and its own engineers are using Gemini Enterprise to transform internal support experiences.
Cognizant aims to deploy Gemini Enterprise to 100,000 associates this year, with plans to scale to 200,000, and is certifying a minimum of 10,000 Cognizant professionals on the platform.
Client work is already showing results: A leading US communications and entertainment provider modernized its contact center operations with Cognizant and Gemini Enterprise for Customer Experience, lifting its first-contact resolution rate by 17 percent, as measured against pre-deployment baselines, and resolving nearly one-third of appointment requests through AI-powered automation. Gemini-powered AI agents were deployed in three months, with more than 500 AI model optimizations in the first year.
"Cognizant is leading by example by integrating Gemini Enterprise and Google Workspace across its own global workforce," said Karthik Narain, Chief Product and Business Officer, Google Cloud. "This deep, first-hand experience uniquely positions Cognizant to help our joint customers scale agentic AI solutions and accelerate time-to-value."
As part of the expanded partnership, Cognizant and Google Cloud are also taking a portfolio of core offerings jointly to market, designed to move enterprises from AI experimentation to measurable business outcomes. The joint go-to-market strategy focuses on high-impact sectors including retail and consumer goods, healthcare and life sciences, communications, media and technology, and financial services.
The offerings include a Frontier Certified Engineer delivery model that places senior engineering talent alongside Google Cloud teams; an agentic employee platform that deploys AI agents into specific enterprise roles to compress deployment timelines from quarters to weeks; contact center solutions powered by Gemini Enterprise for Customer Experience; and rapid agent development through Cognizant's Agent Foundry, which has built more than 2,000 agents to date, to shorten multi-month development cycles into two-week sprints. The companies plan to deepen the collaboration across additional industries and solution areas in the coming months.
To learn more about this partnership, visit Cognizant's Google Cloud partner page.
About Cognizant
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization's unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at www.cognizant.ai or @cognizant.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Carpenter Technology (CRS - Free Report) Philadelphia, PA-based Carpenter Technology Corporation is a producer and distributor of premium specialty alloys, including titanium alloys, powder metals, stainless steels, alloy steels, and tool steels as well as drilling tools. The company’s provides solutions for critical applications across diversified end-use markets - Aerospace and Defense (accounting for around 50.1% of the company’s revenues), Energy (5.3%), Transportation (3%), Medical (10.3%), Industrial and Consumer (12.3%) and Distribution (2.9%).
CRS is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. CRS has a Growth Style Score of A, forecasting year-over-year earnings growth of 41.2% for the current fiscal year.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.13 to $10.56 per share. CRS boasts an average earnings surprise of +9%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, CRS should be on investors' short list.
CRISPR Therapeutics AG has successfully launched Casgevy, the first FDA-approved CRISPR-based gene therapy. Viking Therapeutics is a development-stage company in the high-growth obesity drug market with a promising clinical pipeline.
July 07, 2026 11:00 ET | Source: Old National Bancorp
EVANSVILLE, Ind., July 07, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: ONB) – Old National Bancorp (“Old National”), the holding company of Old National Bank, today announced the following schedule for its second-quarter earnings release and conference call:
Earnings Release:Wednesday, July 22, 2026, at approximately 7:00 A.M. ET Conference Call:Wednesday, July 22, 2026, at 10:00 A.M. ET Dial-in Numbers:U.S./International: (833) 461-5787; Meeting ID 181 433 839 Webcast:Via Old National’s Investor Relations website at oldnational.com Webcast Replay:Available approximately two hours after completion of the call, until midnight ET on July 22, 2027, via Old National’s Investor Relations website at oldnational.com ABOUT OLD NATIONAL
Old National Bancorp is the holding company of Old National Bank. As the fifth largest commercial bank headquartered in the Midwest, Old National proudly serves clients primarily in the Midwest and Southeast. With approximately $73 billion of assets and $39 billion of assets under management, Old National ranks among the top 25 banking companies headquartered in the United States. Tracing our roots to 1834, Old National focuses on building long-term, highly valued partnerships with clients while also strengthening and supporting the communities we serve. In addition to providing extensive services in consumer and commercial banking, Old National offers comprehensive wealth management and capital markets services. For more information and financial data, please visit Investor Relations at oldnational.com. In 2026, Points of Light named Old National to “The Civic 50” for the third consecutive year – an honor recognizing the 50 most community-minded companies in the United States – and also named Old National the Financials Sector Leader among nominated banks and financial services organizations.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Labcorp Holdings (LH - Free Report) Headquartered in Burlington, NC, Labcorp Holdings, Inc. or Labcorp, is a leading healthcare diagnostics company, providing comprehensive clinical laboratory services and end-to-end drug development support. In 2015, Labcorp acquired NJ based Covance, a drug development services company providing a wide range of early stage and late-stage product development services on a worldwide basis primarily to the pharmaceutical and biotechnology industries.
LH is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Medical stock. LH has a Momentum Style Score of B, and shares are up 8.5% over the past four weeks.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.01 to $18.00 per share. LH also boasts an average earnings surprise of +3.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, LH should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Nutanix (NTNX - Free Report) San Jose, CA-based Nutanix Inc. provides enterprise cloud operating system that combines server, storage, virtualization and networking software into one integrated solution. Nutanix’s solution can be delivered either as an appliance that is configured to order or as software only. The company currently offers two software product families — Acropolis and Prism.
NTNX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. NTNX has a Momentum Style Score of B, and shares are up 1.1% over the past four weeks.
13 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.09 to $1.91 per share. NTNX boasts an average earnings surprise of +19.3%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, NTNX should be on investors' short list.
For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Has ArcBest (ARCB - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.
ArcBest is a member of our Transportation group, which includes 110 different companies and currently sits at #3 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. ArcBest is currently sporting a Zacks Rank of #1 (Strong Buy).
Over the past three months, the Zacks Consensus Estimate for ARCB's full-year earnings has moved 23.8% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
Based on the most recent data, ARCB has returned 91.9% so far this year. Meanwhile, stocks in the Transportation group have gained about 16.2% on average. As we can see, ArcBest is performing better than its sector in the calendar year.
Another Transportation stock, which has outperformed the sector so far this year, is JB Hunt (JBHT - Free Report) . The stock has returned 42.9% year-to-date.
Over the past three months, JB Hunt's consensus EPS estimate for the current year has increased 1.1%. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, ArcBest belongs to the Transportation - Truck industry, a group that includes 12 individual companies and currently sits at #31 in the Zacks Industry Rank. On average, stocks in this group have gained 41.8% this year, meaning that ARCB is performing better in terms of year-to-date returns. JB Hunt is also part of the same industry.
Going forward, investors interested in Transportation stocks should continue to pay close attention to ArcBest and JB Hunt as they could maintain their solid performance.
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.
Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.
Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.
Ryder System (R - Free Report) is a stock many investors are watching right now. R is currently sporting a Zacks Rank #2 (Buy), as well as an A grade for Value. The stock has a Forward P/E ratio of 12.74. This compares to its industry's average Forward P/E of 15.88. Over the past 52 weeks, R's Forward P/E has been as high as 13.18 and as low as 9.22, with a median of 11.32.
Investors should also recognize that R has a P/B ratio of 2.44. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 3.65. Over the past 12 months, R's P/B has been as high as 2.52 and as low as 1.79, with a median of 2.16.
Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. R has a P/S ratio of 0.8. This compares to its industry's average P/S of 1.44.
These are just a handful of the figures considered in Ryder System's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that R is an impressive value stock right now.
ARLINGTON, Va.--(BUSINESS WIRE)---- $AVAV #AVAV--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV), a global defense technology leader, today announced that the German Bundeswehr, through the NATO Support and Procurement Agency (NSPA) under the UAS Partnership, has selected AV's next-generation Puma™ family of unmanned aircraft systems (UAS) for the Luftgestützte Aufklärung mit Unbemannten Systemen (LARUS) airborne reconnaissance program. The purchase order, valued at $30.9 million, provides Germany with a comprehensi.
Philadelphia, Pennsylvania--(Newsfile Corp. - July 7, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against AeroVironment, Inc. (NASDAQ: AVAV) ("AeroVironment" or the "Company") on behalf of investors who purchased or acquired AeroVironment common stock during the period from June 25, 2025 through March 10, 2026 (the "Class Period").
Investor Deadline: Investors who purchased or acquired AeroVironment common stock during the Class Period may, no later than July 27, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.
AeroVironment, headquartered in Arlington, Virginia, is a leading American defense technology company that designs and manufactures autonomous systems, unmanned aircraft systems (UAS), loitering munitions, and space and directed-energy technologies in support of the U.S. Department of Defense, allied governments, and commercial clients worldwide.
According to the complaint, Defendants concealed that: (i) the Company faced a far greater risk of near-term competition from rival vendors for its work under the U.S. Space Force's Satellite Communication Augmentation Resource ("SCAR") program than it had disclosed, particularly given the Space Force's broader push to modernize the Satellite Control Network ("SCN"); and (ii) in light of this undisclosed competitive exposure, Defendants had painted an unrealistically optimistic picture of AeroVironment's business and financial trajectory.
The truth began to emerge on January 20, 2026, when AeroVironment announced that the U.S. government had issued a stop work order on the Company's agreement to deliver BADGER systems to the SCAR program. On this news, AeroVironment's stock price fell $61.97 per share, or 15.77%, to close at $330.89 per share on January 20, 2026.
Further disclosures followed on March 2, 2026, when Space News published a report revealing that the Space Force had reopened the SCAR program and was actively reconsidering its path forward. The report included remarks from Colonel Owen Stevens, the director of contracting at the Space Rapid Capabilities Office — the office responsible for overseeing SCAR — who indicated that the Space Force had been engaging with senior acquisition leadership and would be pursuing a new acquisition strategy for the program. On this news, AeroVironment's stock price fell $43.93 per share, or 17.42%, to close at $208.32 per share on March 2, 2026.
Then, on March 10, 2026, AeroVironment announced its financial results for the third quarter of 2026. Among other items, AeroVironment reported an operating loss of $179.0 million, compared to an operating loss of $3.1 million for the same period in fiscal year 2025 — a deterioration driven in significant part by a $151.3 million goodwill impairment in the Company's space division following the stop work order on its BADGER systems. AeroVironment further disclosed that the Space Force had terminated the Company's SCAR contract, requiring AeroVironment to "recompete" for the program. On this news, AeroVironment's stock price fell $13.84 per share, or 6.24%, to close at $207.73 per share on March 11, 2026.
If you are an AeroVironment investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.
About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303960
Source: Berger Montague
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NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the securities of AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive.
Should You Join The AeroVironment Class Action Lawsuit:
Do you, or did you, own shares of AeroVironment, Inc. (NASDAQ: AVAV)?
Did you sell your shares between June 25, 2025 and March 10, 2026, inclusive?
Did you lose money in your investment in AeroVironment, Inc.?
What To Do Next:
Investors are encouraged to act promptly and submit a form at AeroVironment, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by July 27, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, AeroVironment securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
LOS ANGELES, July 07, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises AeroVironment, Inc., (“AeroVironment” or the "Company") (NASDAQ: AVAV) investors of a class action on behalf of investors that bought securities between June 25, 2025 and March 10, 2026, inclusive (the “Class Period”). AeroVironment investors have until July 27, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/aerovironment-inc. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
AeroVironment designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses. The AeroVironment class action lawsuit alleges on May 1, 2025, AeroVironment announced it had completed the acquisition of BlueHalo, LLC, which had previously been awarded a contract to support the U.S. Space Force’s Satellite Communication Augmentation Resource (“SCAR”) program. The SCAR program represents the U.S. Space Force’s efforts to modernize antennas used by the Satellite Control Network (“SCN”), which is comprised of 19 fixed antennas across the world and executes tasks such as tracking satellites, transmitting signals, and conducting telemetry, or accessing data from satellites to assess their status and health, according to the complaint.
The AeroVironment class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN; and (ii) accordingly, defendants overstated AeroVironment’s business and financial prospects.
The AeroVironment class action lawsuit further alleges that on January 20, 2026, AeroVironment announced that the U.S. government had issued a stop work order on AeroVironment’s agreement to deliver BADGER systems to the SCAR program. In the same announcement, AeroVironment allegedly stated that the stop work order “allows for the parties to negotiate an amended agreement for the future of the SCAR program” and that “[t]he Company expects to continue to deliver capabilities and products for the SCAR program.” On this news, the price of AeroVironment stock fell nearly 16%, according to the complaint.
Then, on March 2, 2026, SpaceNews allegedly reported that the U.S. Space Force was reopening the SCAR program and “reassessing how to move forward.” Space News quoted Colonel Owen Stevens, director of contracting at the Space Rapid Capabilities Office, which supervised SCAR, as stating: “We have been in conversations with the SAE [senior acquisition executive] for a little while now, and we are going to move into a new acquisition strategy for SCAR,” the complaint alleges. On this news, the price of AeroVironment stock fell more than 17%, according to the complaint.
Finally, on March 10, 2026, the complaint alleges that AeroVironment announced its financial results for the third quarter of fiscal year 2026. Among other items, AeroVironment allegedly reported a third-quarter operating loss of $179.0 million, compared to an operating loss of $3.1 million for the same period in fiscal year 2025. These financial results reflected the impact of a $151.3 million goodwill impairment in AeroVironment’s space division after the stop work order on AeroVironment’s BADGER systems built for the SCAR program, according to the AeroVironment class action lawsuit. AeroVironment also allegedly reported that the U.S. Space Force had terminated AeroVironment’s contract concerning the SCAR program, and as a result, it would have to “recompete” for the SCAR program. On this news, the price of AeroVironment stock fell more than 6%, the complaint alleges.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
Key Takeaways ManpowerGroup shares gained 18.5% over the past month, outperforming the industry's 8.3% growth.MAN is benefiting from AI-driven workforce demand, digital partnerships and productivity investments.MAN faces foreign exchange exposure and intense competition that could pressure margins and results. Shares of ManpowerGroup (MAN - Free Report) have had an excellent run over the past month. The stock has gained 18.5%, outperforming the industry’s 8.3% growth. The Zacks S&P 500 composite has returned 1.5% over the said time frame.
Image Source: Zacks Investment Research
MAN’s second-quarter 2026 earnings are expected to increase 23.1% year over year. Its 2026 and 2027 earnings are projected to rise 23.2% and 34.4%, respectively. Revenues are anticipated to grow 4.6% in 2026 and 4.3% in 2027.
Factors That Bode Well for MANManpowerGroup provides comprehensive workforce solutions and services globally. This helps organizations with recruitment, training, outsourcing and consulting services. The company is benefiting from the widening AI skills gap and declining worker confidence, as businesses are urgently seeking external partners to reskill their teams and navigate rapid tech adoption. Rising automation concerns further increase demand for MAN’s upskilling and career transition solutions, supporting long-term revenue growth.
MAN drives productivity by balancing strict cost control and strategic pricing with targeted investments in operational technology. The company has rolled out cloud-based and mobile apps, upgraded front-office systems and enhanced global tech infrastructure across key markets.
The company continues to digitalize its business through advanced technology and partnerships with tech firms. It expanded its PowerSuite platform through a partnership with hubert.ai, enabling AI-powered candidate screening and interviews to reduce screening time while maintaining candidate satisfaction. ManpowerGroup’s recently announced partnership with SoundHound AI is helping its Experis division to redesign clients' workflows and accelerate enterprise AI adoption through its new Accelerate AI Services offering.
MAN consistently rewards its shareholders through dividends and share repurchases. In fiscal 2023, 2024 and 2025, the company repurchased shares worth $179.8 million, $140 million and $38 million, respectively, while paying out $144.3 million, $145.8 million and $66.7 million, respectively, in dividends. Such moves instill investor confidence in its stock and enhance shareholder value.
Risks to WatchManpowerGroup's global presence leaves it exposed to foreign currency exchange rate fluctuations. The company earned nearly 85% of its revenues from outside the United States in 2025, the majority of which were generated in Europe. Any fluctuation in the value of the U.S. dollar against other currencies will have a significant impact on the company’s bottom line.
Stiff competition from several players in a highly competitive employment services industry also affects MAN’s financial performance. This competition can limit pricing power, increase operational expenses and potentially reduce market share. As a result, the company must balance competitive pricing strategies with the need to maintain healthy profit margins.
ManpowerGroup currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Corpay, Inc. (CPAY - Free Report) .
Veralto Corporation carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9%, on average.
Corpay, Inc. also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 14.3%. CPAY's earnings beat estimates in three of the last four reported quarters, while matching once, with the surprise being 6.3%, on average.
ARLINGTON, Va., July 07, 2026 (GLOBE NEWSWIRE) -- Privia Health Group, Inc. (Nasdaq: PRVA) today announced that it expects to release financial results for its second-quarter and six-month periods ended June 30, 2026 before market open on Thursday, August 6, 2026.
The press release is expected to be publicly disseminated by 7:00 am ET and will also be available on the Company’s Investor Relations website at ir.priviahealth.com. Privia Health management will host a conference call beginning at 8:00 am ET on the same day, Thursday, August 6, to discuss the results and management’s outlook for future financial and operational performance.
You can visit ir.priviahealth.com/news-and-events/events-and-presentations to listen to the call via live webcast. The webcast will be archived and available for replay for on-demand listening shortly after the completion of the call under the same link. Go to https://register-conf.media-server.com/register/BI4c0355cb60f4473db6a27e261c9996e2 to pre-register and obtain your dial-in number and passcode to join the live conference call.
About Privia Health
Privia Health™ is one of the largest physician enablement companies in the United States with a presence in 25 states and the District of Columbia. Privia builds scaled provider networks with primary-care centric medical groups, risk-bearing entities, a physician-led governance structure, and the Privia Platform comprising an extensive suite of technology and service solutions. Privia collaborates with medical groups, health plans and health systems to optimize 1,300+ physician practices, improve the patient experience for 5.9+ million patients, and reward 5,500+ physicians and advanced practitioners for delivering high-value care.
Privia’s mission is to transform healthcare delivery to achieve better outcomes, lower costs, and improve the health of communities and the well-being of providers. For more information, visit priviahealth.com.
A downtrend has been apparent in Hasbro (HAS - Free Report) lately with too much selling pressure. The stock has declined 6.7% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.
We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.
RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.
Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.
So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.
However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.
Why HAS Could Bounce Back Before LongThe RSI reading of 27.96 for HAS is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.
The RSI value is not the only factor that indicates a potential turnaround for the stock in the near term. On the fundamental side, there has been strong agreement among the sell-side analysts covering the stock in raising earnings estimates for the current year. Over the last 30 days, the consensus EPS estimate for HAS has increased 0.1%. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.
Moreover, HAS currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Offered in the PowerPAK® SO-8 Single Package, Devices Provide High
Vth(min) > 2.5 V and Qgd / Qgs Ratios < 1
MALVERN, Pa., July 07, 2026 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today introduced four new 40 V TrenchFET® Gen IV standard-level n-channel power MOSFETs in the 6.15 mm by 5.15 mm PowerPAK® SO-8 single package. Optimized for the noisy environments of motor control circuits, the Vishay Siliconix SIR5402DP, SIR5404DP, SIR5406DP, and SIR5408DP combine a high minimum gate-source threshold voltage of greater than 2.5 V with Qgd / Qgs ratios of less than 1.
The high minimum gate-source threshold voltage of the devices released today prevents false MOSFET triggering induced by the gate in motor control circuits, while their optimized Qgd / Qgs ratios reduce gate-induced voltage fluctuations and the impact of gate noise. Both characteristics make the devices ideal for providing synchronous rectification and DC/DC conversion in BLDC motors, power tools, drones, and automation systems.
The meet the requirements of specific applications, the SIR5402DP, SIR5404DP, SIR5406DP, and SIR5408DP are available with a range of typical on-resistance values from 0.9 mΩ to 2.5 mΩ at 10 V, and gate charge values from 32.6 nC to 82 nC. The MOSFETs are 100 % RG- and UIS-tested, RoHS-compliant, and halogen-free.
Device Specification Table:
Part #SIR5402DPSIR5404DPSIR5406DPSIR5408DPVDS40404040VGS± 20± 20± 20± 20RDS(on)@ 10 V (Typ.)0.9 mΩ1.55 mΩ1.9 mΩ2.5 mΩ@ 10 V (Max.)1.2 mΩ1.85 mΩ2.5 mΩ3.2 mΩQg8261.54432.6Qgs26201410.5Qgd1814.510.57.5Qgd / Qgs ratio 0.690.730.750.71Vth(min) 2.52.52.52.5PackagePowerPAK® SO-8 single
Samples and production quantities of the new standard-level MOSFETs are available now, with a lead time of 13 weeks.
Vishay manufactures one of the world’s largest portfolios of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets. Serving customers worldwide, Vishay is The DNA of tech.® Vishay Intertechnology, Inc. is a Fortune 1000 Company listed on the NYSE (VSH). More on Vishay at www.Vishay.com.
The DNA of tech® is a registered trademark of Vishay Intertechnology, Inc.
Vishay on Facebook: http://www.facebook.com/VishayIntertechnology
Vishay Twitter feed: http://twitter.com/vishayindust
Link to product photo:
https://www.flickr.com/photos/vishay/albums/72177720334480391/
For more information please contact:
Vishay Intertechnology
Peter Henrici, +1 408 567-8400 [email protected]
or
Redpines
Bob Decker, +1 415 409-0233 [email protected]
The Retail-Wholesale group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Dutch Bros (BROS - Free Report) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.
Dutch Bros is one of 187 individual stocks in the Retail-Wholesale sector. Collectively, these companies sit at #11 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.
The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Dutch Bros is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for BROS' full-year earnings has moved 3.2% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
Based on the most recent data, BROS has returned 11.2% so far this year. At the same time, Retail-Wholesale stocks have lost an average of 0.1%. This shows that Dutch Bros is outperforming its peers so far this year.
Another stock in the Retail-Wholesale sector, Sprouts Farmers (SFM - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 8.7%.
Over the past three months, Sprouts Farmers' consensus EPS estimate for the current year has increased 0.7%. The stock currently has a Zacks Rank #2 (Buy).
Looking more specifically, Dutch Bros belongs to the Retail - Restaurants industry, a group that includes 36 individual stocks and currently sits at #206 in the Zacks Industry Rank. On average, this group has gained an average of 1.9% so far this year, meaning that BROS is performing better in terms of year-to-date returns.
On the other hand, Sprouts Farmers belongs to the Food - Natural Foods Products industry. This 3-stock industry is currently ranked #5. The industry has moved +20.4% year to date.
Dutch Bros and Sprouts Farmers could continue their solid performance, so investors interested in Retail-Wholesale stocks should continue to pay close attention to these stocks.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Paylocity (PCTY - Free Report) Illinois-based Paylocity Holding Corporation offers cloud-based payroll and human capital management (HCM) software solutions to medium-sized organizations across the U.S.
PCTY is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. PCTY has a Momentum Style Score of B, and shares are up 1.5% over the past four weeks.
For fiscal 2026, three analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.32 to $8.09 per share. PCTY boasts an average earnings surprise of +16.6%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, PCTY should be on investors' short list.
Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.
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The service also includes the Focus List, which is a long-term portfolio of top stocks that boast a winning, market-beating combination of growth and momentum qualities.
Breaking Down the Zacks Focus ListIf you could get access to a curated list of stocks to kickstart your investment portfolio, wouldn't you jump at the chance to take a peek?
That's what the Zacks Focus List, a portfolio of 50 stocks, offers investors. Not only does it serve as a starting point for long-term investors, but all stocks included in the list are poised to outperform the market over the next 12 months.
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The portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021.
Focus List MethodologyWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions.
Earnings estimates are expectations of growth and profitability, and are determined by brokerage analysts. Together with company management, these analysts examine every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.
Investors also need to look at what a company will earn down the road. This is why earnings estimate revisions are so important.
The stocks that receive positive changes to earnings estimates are more likely to receive even more upward changes in the future. Take this example: if an analyst raised their estimates last month, they'll probably do so again this month, and other analysts will follow.
Harnessing the power of earnings estimate revisions is where the Zacks Rank comes in. The Zacks Rank, which is a unique, proprietary stock-rating model, employs earnings estimate revisions to make it easier to build a winning portfolio.
The Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each one is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from "Strong Buy" to "Strong Sell," using this data.
The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.
It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum.
Focus List Spotlight: CBRE Group (CBRE - Free Report) CBRE Group, Inc. is a commercial real estate services and investment firm headquartered in Dallas, TX. It provides leasing, property sales, commercial mortgage origination, loan servicing, valuations and other advisory services to tenants, owners, lenders and investors across major global markets. The company also provides facilities management, property management and workplace experience services through its Building Operations platform and delivers program management, project management and cost consultancy through Turner & Townsend. CBRE also operates an investment management business and a real estate development business under its Real Estate Investments segment.
CBRE, a #2 (Buy) stock, was added to the Focus List on March 13, 2017 at $36.4 per share. Since then, shares have increased 286.13% to $140.55.
One analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.04 to $7.65. CBRE boasts an average earnings surprise of 17%.
Additionally, CBRE's earnings are expected to grow 19.9% for the current fiscal year.
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F5, Inc. (NASDAQ: FFIV), the global leader in delivering and securing every app and API, announced it will report its third quarter fiscal year 2026 financial
NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Verra Mobility Corporation (“Verra” or the “Company”) (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive.
Should You Join The Verra Mobility Class Action Lawsuit:
Do you, or did you, own shares of Verra Mobility Corporation (NASDAQ: VRRM)?Did you sell your shares between February 24, 2026 and May 26, 2026, inclusive?Did you lose money in your investment in Verra Mobility Corporation?
What To Do Next:
Investors are encouraged to act promptly and submit a form at Verra Mobility Corporation Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 4, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Verra common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.