Track market-moving stories before they get noisy

Daily Broadcom Inc Broadcom jumped 4% after extending its chip supply partnership with Apple through 2031. The Philadelphia Semiconductor Index gained 3.8% on the session and the S&P 500 information technology sector advanced 1.9%. The deal gave the sector a reason to bounce and buyers did not wait. One stock, one announcement, and the entire chip complex reversed.

SK Hynix, the South Korean memory chip maker, begins trading on the Nasdaq later this week.

Rate Odds Keep Falling and ISM Changed Nothing The Institute for Supply Management reported non-manufacturing PMI at 54.0 last month, matching expectations. No surprise and no reaction. Last week’s payrolls miss is still working through rate pricing. CME FedWatch shows a 23% chance of a July rate hike, down from 30% a week ago. Wednesday’s FOMC minutes will get attention but the payrolls number already did the work on rate expectations.

Stocks in the News Microsoft fell 1.6% after cutting roughly 4,800 jobs, about 2.1% of its workforce, while AI spending continues to climb. O’Reilly Automotive dropped 6.5% on reports it submitted a cash offer for Genuine Parts, which also traded lower. SpaceX edged down ahead of its Nasdaq-100 addition on Tuesday.

What to Watch Earnings season is the test this week. Delta Air Lines and PepsiCo report and the results will show whether the rotation into healthcare, industrials, and financials has legs or fades without earnings to back it up. Wednesday’s Fed minutes are the other event but the market has already priced July out. The minutes would need a hawkish surprise to change anything.

The S&P 500 is testing the June main top with the Nasdaq back above the 50-day moving average and the Dow pulling back after a fresh record. All three are at levels where follow-through this week confirms the move or sets up a reversal.

More Information in our Economic Calendar.

Broadcom will provide new custom chips to Apple in an expanded partnership that now runs through 2031. The companies will partner on ASIC silicon, which will be found in “multiple generations of Apple products,” according to a Broadcom filing.

The AI trade is off to a strong start this week, with several chip and memory stocks among the biggest gainers in the S&P 500 and Nasdaq on Monday.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Pan American Silver (PAAS - Free Report) , which belongs to the Zacks Mining - Silver industry, could be a great candidate to consider.

When looking at the last two reports, this silver mining company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 13.08%, on average, in the last two quarters.

For the most recent quarter, Pan American Silver was expected to post earnings of $1.06 per share, but it reported $1.09 per share instead, representing a surprise of 2.83%. For the previous quarter, the consensus estimate was $0.9 per share, while it actually produced $1.11 per share, a surprise of 23.33%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Pan American Silver. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

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

Pan American Silver has an Earnings ESP of +3.11% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Republic Services' solid waste exposure, dividend growth and buybacks support its outlook, though permit hurdles and a low current ratio raise concerns.

BXP benefits from solid leasing, asset sales, redevelopment projects and ample liquidity, though office market competition and execution risks persist.

SAN DIEGO, July 06, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Roblox Corporation (NYSE: RBLX) securities between October 30, 2025 and April 30, 2026. Roblox is a gaming and creation platform. The platform itself consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

What is the class period? October 30, 2025 - April 30, 2026

What are the allegations? Robbins LLP is Investigating Allegations that Roblox Corporation (RBLX) Misled Investors Regarding the Impact of Its Age Verification Rollout on User Growth and Fiscal 2026 Performance

According to the complaint, during the class period, defendants provided investors with material information concerning Roblox’s expected growth potential for fiscal year 2026 following the rollout of its new age verification features. Defendants expressed significant confidence in the Company’s purported “tremendous organic growth” and minimized the severity and certainty of headwinds associated with the rollout. On February 5, 2026, defendants provided guidance of 22-26% bookings growth for fiscal 2026, which allegedly factored in anticipated headwinds identified during earlier testing runs of the age verification rollout. Defendants provided these overwhelmingly positive statements while failing to disclose material adverse facts concerning Roblox’s true organic growth potential; notably, that enrollment in the age verification rollout would quickly taper, slowing on-platform communication, reducing app store ratings, and resulting in a significant decline in organic growth. Such statements, absent these material facts, caused Plaintiff and other shareholders to purchase Roblox securities at artificially inflated prices.

Plaintiff alleges that on April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts to engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter. On this news, Roblox’s stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.

What can shareholders do now? You may be eligible to participate in the class action against Roblox Corporation. Shareholders who wish to serve as lead plaintiff for the class must submit their papers to the court by August 7, 2026. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002.

To be notified if a class action against Roblox Corporation settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

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

Strategy, the largest corporate crypto hoarder, sold $216 million of Bitcoin last week – a sign that it is abandoning co-founder Michael Saylor’s “Never sell your Bitcoin” mantra as a slumping digital asset market hits its own shares.

It marked the company’s largest Bitcoin sale since it started building up its massive holdings in 2020, and only its third sale overall as it makes a hard pivot to a more flexible investment strategy – treating the token as just another source of liquidity.

Bitcoin ticked up 0.4% Monday to $63,870.52 – still far below the firm’s average purchase price of approximately $75,000 per token.

MicroStrategy co-founder Michael Saylor at a White House summit on digital assets on March 7, 2025. Bloomberg via Getty Images Lacie Zhang, research analyst at Bitget Wallet, said the sale doesn’t come as a complete surprise since Strategy had previously signaled that Bitcoin sales were a possibility if needed.

“What matters more is that each actual sale weakens the ‘never sell’ perception around the Bitcoin treasury model and brings capital structure pressure back into focus,” Zhang told The Post.

Formerly known as MicroStrategy, the firm has followed an intense buying strategy focused on raising capital, buying Bitcoin and holding onto it — earning it a reputation as the leading so-called “crypto-treasury” company.

Under Saylor, who stepped down as CEO in 2022, that “crypto-treasury” model encouraged crypto bulls to buy shares of the firm in hopes that Bitcoin would continue to rise and their winnings would be multiplied.

But instead, the volatile market has taken a turn for the worse – sending Strategy’s stock down 75% over the past year.

“The market is finally forcing these companies to choose between holding their digital assets or keeping their investors happy with cash. They chose cash,” William Stern, founder and chief executive of financial firm Cardiff, told The Post.

Bitcoin fell 14% in the most recent quarter, causing Strategy to suffer an $8.32 billion loss on digital assets. Hans Lucas/AFP via Getty Images In the latest quarter, as Bitcoin fell 14%, Strategy suffered an $8.32 billion loss on digital assets.

The company is now worth roughly $35 billion – a sharp drop from its peak of around $128 billion last year.

Big-name investors like Peter Thiel, who backed multiple crypto-treasury companies, have also been hit hard by the sell-off.

June marked the worst month on record for US spot Bitcoin ETFs, with about $4.06 billion in net outflows – topping the previous record of $3.56 billion in February 2025, according to Bitfinex analysts.

Jake Kennis, senior research analyst at Nansen, noted that Strategy’s sale last week has yet to trigger a broader sell-off – signaling the market might be more resilient than initially expected.

However, “that does not mean the overhang is gone. We still expect excess leverage and the broader DAT [Digital Asset Treasury] unwind to continue playing out, which could include further corporate selling,” Kennis told The Post.

Strategy is seemingly abandoning Saylor’s mantra to “never sell your Bitcoin.” Bloomberg via Getty Images Strategy’s sale could prompt individual investors to reassess their holdings of Bitcoin, which has already suffered some brutal trading this year.

Analysts have already warned that more downside could be in store for crypto as investors look to free up extra liquidity as they pivot to massive AI IPOs.

SpaceX’s IPO last month marked the largest-ever stock market debut, and analysts are expecting OpenAI and Anthropic to make similar waves with IPOs later this year or in early 2027.

Key Takeaways Kroger is expanding AI across its media business for real-time optimization and faster audience creation.KR uses loyalty-linked purchase data to help brands target audiences based on actual buying behavior.KR is extending AI-powered retail media through Google Display & Video 360 and a TikTok collaboration. The Kroger Co. (KR - Free Report) is expanding AI-powered capabilities within its media business to support real-time optimization, predictive budget allocation and faster audience creation, positioning the technology as a key enabler of performance and scalability. Rather than presenting artificial intelligence (AI) as a standalone initiative, management is tying it to Kroger Precision Marketing and the company’s broader effort to use customer data more effectively.

Kroger’s AI opportunity rests on its extensive first-party data ecosystem. Management noted that 95% of all transactions are tied to a loyalty card and supported by more than 20 years of purchase history. This gives Kroger the ability to measure actual purchase behavior, not just intent, creating retail signals that are valuable to brands and advertisers.

The company is also extending those capabilities through external digital platforms. Kroger said that advertisers can now use KPM’s retail signals through Google’s Display & Video 360 to reach audiences across YouTube and YouTube TV, with SKU-level conversion reporting available for the first time. The company also said that Kroger Precision Marketing is set to launch a self-service collaboration with TikTok, giving brands direct access to its audiences.

Overall, Kroger is using AI to make its loyalty data and retail media platform more scalable and effective. Management believes that direct customer relationships and first-party data are becoming more important in advertising, and AI could help Kroger turn those assets into more targeted marketing solutions and a longer-term growth opportunity.

The Zacks Rundown for KRThe company's shares have lost 1.8% in the past six months compared with the industry’s decline of 1%.

Image Source: Zacks Investment Research

From a valuation standpoint, KR trades at a forward price-to-earnings ratio of 10.87, lower than the industry’s average of 33.40. KR currently carries a Zacks Rank #3 (Hold).

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for KR’s current and next fiscal year earnings implies year-over-year growth of 7.4% and 6.5%, respectively.

Image Source: Zacks Investment Research

Stocks to ConsiderSome better-ranked stocks have been discussed below:

B&G Foods, Inc. (BGS - Free Report) manufactures, sells and distributes a portfolio of shelf-stable and frozen foods and household products. BGS currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for B&G Foods’ current fiscal-year earnings implies growth of 11.8% from the year-ago actuals. BGS delivered a trailing four-quarter negative earnings surprise of 1.7%, on average.

Armanino Foods of Distinction, Inc. (AMNF - Free Report) produces and markets frozen food products in the United States. AMNF currently carries a Zacks Rank of 2.

The Zacks Consensus Estimate for Armanino Foods' current fiscal-year sales and earnings indicates growth of 7.1% and 1.7%, respectively, from the year-ago actuals. AMNF delivered a trailing four-quarter earnings surprise of 23.1%, on average.

Mama’s Creations, Inc. (MAMA - Free Report) , together with its subsidiaries, manufactures and markets fresh deli-prepared foods in the United States. MAMA currently carries a Zacks Rank of 2.

The Zacks Consensus Estimate for MAMA's current fiscal-year sales & earnings implies growth of 30% and 73.3%, respectively, from the year-ago actuals. MAMA delivered a trailing four-quarter negative earnings surprise of 129.2%, on average.

Investors interested in Solar stocks are likely familiar with First Solar (FSLR) and Shoals Technologies Group (SHLS). But which of these two stocks offers value investors a better bang for their buck right now?

Lucid Group (LCID +9.95%) stock has plummeted 91% over the past three years amid executive leadership changes, rising costs, slowing demand for electric vehicles, and production hurdles.

And there's no guarantee the next three years will be any better.

Here are some of the opportunities and challenges facing Lucid over the next three years, and why it's probably best to avoid Lucid stock for now.

Image source: Getty Images.

Lucid will likely be selling less-expensive EVs One of Lucid's biggest challenges and opportunities will be selling a smaller, cheaper vehicle. The company has already debuted the Earth and Cosmos crossovers, which have starting prices of under $50,000, according to Lucid. Sales of the vehicles aren't expected to begin until late this year or sometime in 2027, with the Cosmos launching first.

Lucid's goal is to appeal to more buyers, and those with smaller budgets. The lowest-priced Lucid Air sedan starts around $71,000, so the new models will be a big departure from its current luxury models. By offering a sub-$50,000 crossover, Lucid will have a vehicle priced close to the average new car.

If it succeeds, it could help solidify Lucid as an EV automaker for the masses, and not just a luxury carmaker.

Vehicle production could remain rocky Lucid has faced its fair share of production hiccups, the most recent of which came from issues with its seat supplier for its Gravity SUV.

In May, Lucid said it had "elevated inventory" levels it still needs to sell and that it was suspending its 2026 production guidance. The company had previously estimated it would produce between 25,000 and 27,000 vehicles this year.

That suspension came from the company's new CEO, Silvio Napoli, an automotive industry outsider who previously ran an elevator and escalator manufacturing company. Napoli is the third CEO for Lucid over the past few years.

Napoli will review the company's production and will issue updated guidance when the company reports its second-quarter results on Aug. 4. He's already made some controversial moves, laying off 18% of Lucid's employees and overhauling the executive suite with a new CFO, CTO, and other leadership positions.

New management could help Lucid achieve the operational efficiency it needs to be a successful automaker, but the next few years will be crucial. So far, Napoli has a long road ahead of him to get the company producing vehicles efficiently.

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Lucid's financial picture will still be a big question Lucid's first-quarter financial results showed just how much the company needs to improve. Its sales of nearly $283 million were far below Wall Street's consensus estimate of $440 million.

The company's loss per share of $3.46 was also a disappointment, well under the analysts' consensus estimate of $2.64 per share.

But it's not just that Lucid is missing Wall Street's expectations. The company has had to take several cash infusions from its largest investor, the Saudi Arabia Public Investment Fund (PIF), over the years to keep the lights on. The PIF owns an estimated 57% of the company and has already invested billions of dollars, including a $550 million investment earlier this year.

Lucid has $4.7 billion in liquidity right now, so it's not as if the company will shut down tomorrow. But its ongoing need for more capital -- which sometimes causes it to issue new shares and dilute existing shareholder value -- is a recurring theme for the company.

Unless Lucid's new vehicles start selling like hotcakes and its new CEO gets the company's production line humming, the next few years could look like the past three years.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In ZoomInfo To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in ZoomInfo between November 3, 2025 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - July 6, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against ZoomInfo Technologies, Inc. ("ZoomInfo" or the "Company") (NASDAQ: GTM) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the true state of ZoomInfo's slowing growth its legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. Further, the Company minimized concerns that customers were moving towards consumption-based usage models and developing internal AI-driven go-to-market solutions.

On May 11, 2026, after the market closed, ZoomInfo announced its first quarter 2026 financial results, unveiling a sharp decline in growth outlook and accordingly lowered its 2026 full year financial guidance, and announced it was realigning its downmarket business, laying off 20% of its workforce, and expecting to incur approximately $45-60 million in restructuring costs. On this news, ZoomInfo's stock price fell $1.98, or approximately 33%, to close at $4.06 per share on May 12, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding ZoomInfo's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the ZoomInfo class action, go to www.faruqilaw.com/GTM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the ZoomInfo Securities Class Action Lawsuit:

What is the ZoomInfo securities fraud lawsuit about?

The lawsuit alleges that ZoomInfo Technologies, Inc. (NASDAQ: GTM) and certain of its officers and directors violated federal securities laws by making materially false and misleading statements to investors during the class period. Specifically, the complaint alleges that defendants issued overwhelmingly positive statements while allegedly concealing the true extent of slowing growth in ZoomInfo's legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. The complaint further alleges that defendants minimized concerns that customers were shifting toward consumption-based usage models and developing internal AI-driven go-to-market solutions, which allegedly masked material adverse trends affecting the Company's business. On May 11, 2026, after markets closed, ZoomInfo allegedly disclosed the severity of these conditions when it announced sharply lowered full-year 2026 guidance, a realignment of its downmarket business, a workforce reduction of approximately 20%, and anticipated restructuring costs of approximately $45-60 million — news that allegedly caused the Company's stock to decline approximately 33% the following trading day.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities during the class period — between November 3, 2025 and May 11, 2026, inclusive — may be eligible to participate in this lawsuit. Eligible investors are not limited to those who seek appointment as lead plaintiff; any class member who suffered losses during the class period may potentially share in any recovery obtained on behalf of the class. Investors are encouraged to review their trading records to determine whether their purchases fall within the applicable class period dates. Participation in the litigation does not require that an investor take an active role in the case or incur out-of-pocket legal expenses to be considered a potential class member.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including selecting and overseeing class counsel and making key strategic decisions in the case. Under the Private Securities Litigation Reform Act, any investor who purchased ZoomInfo Technologies securities during the class period and suffered a loss may move the court for appointment as lead plaintiff. The deadline to file a motion seeking lead plaintiff appointment is August 24, 2026. Importantly, investors are not required to serve as lead plaintiff in order to be eligible to share in any recovery that may result from the litigation; the vast majority of class members participate without taking on that representative role.

What should investors do if they purchased ZoomInfo stock during the Class Period?

Investors who purchased ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities between November 3, 2025 and May 11, 2026 should promptly review their brokerage and account records to confirm the dates and prices of any relevant transactions. Investors are strongly encouraged to preserve all documentation related to their ZoomInfo securities purchases, including trade confirmations, account statements, and any communications concerning those investments. Given that the lead plaintiff motion deadline is August 24, 2026, investors who wish to explore their legal options — including the possibility of seeking appointment as lead plaintiff — should act in a timely manner. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their rights and potential claims prior to that deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased ZoomInfo securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304078

Source: Faruqi & Faruqi LLP

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

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, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against ZoomInfo Technologies Inc. ("ZoomInfo" or "the Company") (NASDAQ: GTM) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of GTM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: November 3, 2025 to May 11, 2026

DEADLINE: August 24, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. ZoomInfo made optimistic projections about the growth of its AI-powered products, but in reality faced customers revising purchase decisions and developing their own in-house AI solutions. Based on these facts, ZoomInfo's public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

Join the case to recover your losses.

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

CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]

SOURCE DJS Law Group LLP

Investors might want to bet on TransDigm Group (TDG - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for TransDigm basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for TransDigm imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for TransDigmThis aircraft components maker is expected to earn $39.88 per share for the fiscal year ending September 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for TransDigm. Over the past three months, the Zacks Consensus Estimate for the company has increased 3.9%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of TransDigm to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Defense spending is surging while airline profits are under pressure. The choice between these two funds comes down to which story you believe in more.

Key Takeaways Dell shares have jumped 213.2% YTD as AI server revenues surged 757% y/y to $16.1 billion in Q1FY27.DELL expects $60 billion in FY27 AI server revenues, nearly 2.4 times last year.Dell faces memory constraints, lower AI server margins and competition in PCs and AI infrastructure. Dell Technologies (DELL - Free Report) shares have jumped a whopping 213.2% year to date (YTD), driven by strong AI infrastructure growth. In the first quarter of fiscal 2027, AI server orders reached $24.4 billion, AI server revenues surged 757% year over year to $16.1 billion and AI server backlog expanded to $51.3 billion. The company expects $60 billion in AI server revenues for fiscal 2027, nearly 2.4 times last year’s reported level.

Dell’s expanding customer base, which now exceeds 5,000 across hyperscalers, neocloud providers, sovereign AI projects and enterprises, provides strong visibility into growth. The company’s management expects fiscal 2027 revenues between $165 billion and $169 billion (up 47% year over year at the mid-point), and non-GAAP earnings of $17.90 per share (plus or minus 25 cents).

Do DELL shares have further room for appreciation? Let us find out.

DELL Shares Ride on AI ProspectsYTD, DELL shares have outperformed the broader Zacks Computer and Technology sector, as well as peers like Apple (AAPL - Free Report) , Super Micro Computer (SMCI - Free Report) and Hewlett Packard Enterprise (HPE - Free Report) . Shares of Hewlett Packard Enterprise and Apple have returned 71.6% and 13.5%, respectively, while Super Micro Computer has dropped 7% YTD.

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

Dell has become a key supplier of AI-optimized servers and data center solutions, benefiting from surging enterprise demand for AI training and inference workloads. Dell’s partnerships with leading chipmakers such as NVIDIA allow it to deliver high-performance AI systems that enterprises increasingly need to modernize operations and deploy generative AI applications. The company’s integrated rack-scale systems and data center solutions allow customers to deploy AI clusters efficiently, while managing the total cost of ownership. These capabilities are helping Dell capture opportunities as organizations scale AI workloads across industries.

Growth is not limited to AI. Dell’s traditional server business grew 92% year over year in the first quarter of fiscal 2027, supported by enterprise data center modernization and replacement of aging installed infrastructure. Management highlighted broad-based demand across every geography, while storage revenues increased 8%, marking the fifth consecutive quarter of above-market Dell-IP storage growth. These trends lifted Infrastructure Solutions Group revenues 181% year over year and operating income 206%, demonstrating that both AI and traditional infrastructure are contributing to earnings growth.

The company continues to expand its AI Factory ecosystem with partners, including NVIDIA, Google Cloud, OpenAI, Palantir and ServiceNow, while new offerings such as Dell PowerRack, 18th-generation PowerEdge servers and the AI Data Platform position DELL as a full-stack AI infrastructure provider. Dell emphasized that customers increasingly prefer integrated, production-ready AI infrastructure rather than standalone hardware, supporting continued market share gains.

DELL’s Prospects Suffer From Competition, Supply ConstraintsAlthough expanding AI infrastructure footprint benefits DELL’s prospects, management repeatedly cited memory (DRAM and NAND) constraints as the primary supply bottleneck and acknowledged that demand continues to exceed supply. Large AI systems are complex to manufacture and deploy, making supply-chain execution crucial for sustaining current growth rates.

Dell’s gross margin rate declined to 18.1% because of the mix shift toward lower margin AI servers. Management stated that AI server profitability remains in the mid-single-digit operating margin range, which is below storage margins. As AI becomes a larger percentage of revenues, margin expansion may be more difficult than revenue growth suggests.

DELL continues to face stiff competition from Apple, HP and Lenovo in the PC market, as well as Hewlett Packard Enterprise and Super Micro Computer in the AI infrastructure space.

The PC segment climbed up 4% in the first quarter of calendar 2026, according to Gartner, while per IDC the growth was far more modest at 2.5%. In terms of shipments, Apple outperformed Dell and Lenovo’s growth of 9.5% and 7.6%, respectively, per the latest Gartner data. HP’s shipment declined 4.9%. According to IDC’s list, ASUS shipment growth was 17.1%, trailed by Apple’s 9.1%, Lenovo’s 8.6% and Dell Technologies’ 7.7% growth. HP’s shipment declined 4.9%.

DELL Shares Are Trading at a PremiumDell Technologies shares are trading at a premium, as suggested by a Value Score of C.

In terms of the forward 12-month price/sales (P/S), DELL is trading at 1.45X, higher than Super Micro Computer’s 0.32X and Hewlett Packard Enterprise’s 1.12X.

Valuation – DELL vs. SMCI
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Valuation – DELL vs. HPE
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Technically, Dell Technologies is trading above the 50 and 200-day moving averages (SMAs), indicating a bullish trend.

DELL Stock Trades Above 50 & 200-Day SMAs
Image Source: Zacks Investment Research

ConclusionDell’s prospects ride on strong AI infrastructure demand and an impressive liquidity position. An expanding clientele across neoclouds, sovereigns and enterprise customers bodes well for the company’s top-line growth. These drivers justify a premium valuation.

DELL currently sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of A, a favorable combination that offers a strong investment opportunity, per the Zacks Proprietary methodology. You can see the complete list of today’s Zacks #1 Rank stocks here.

, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company's securities between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 27, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Zoetis suffered from weakening veterinarian prescription growth for its Librela medication after the FDA issued safety warnings about neurological complications in dogs. The Company's Trio product lost market share to competitors. The Company's Apoquel and Cytopoint dermatology products lost market share to newly launched competing treatments for dogs. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Zoetis, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

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

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE The Schall Law Firm

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Key Takeaways Rivian exceeded Q2 delivery guidance and raised its full-year 2026 delivery forecast.Lucid increased Q2 production and deliveries year over year and streamlined its leadership structure.RIVN's Q2 growth was driven by EDV and R1 deliveries, plus the launch of R2 deliveries. Lucid Group, Inc. (LCID - Free Report) and Rivian Automotive, Inc. (RIVN - Free Report) , two U.S.-based EV companies, have released their production and delivery results for the second quarter of 2026.

Lucid manufactured 4,774 vehicles during the second quarter, up from 3,863 produced in the same period last year and delivered 3,953 vehicles, up from 3,309 in the same period last year.

Lucid also unveiled organizational and leadership changes under CEO Silvio Napoli aimed at streamlining operations, strengthening accountability and improving execution. As part of the restructuring, the number of executives reporting directly to the CEO has been reduced by half.

Rivian produced 12,613 vehicles at its Normal, IL, manufacturing facility in the second quarter, up from 5,979 vehicles in the same period last year. It delivered 12,194 vehicles, up from 10,661 vehicles in the same period last year. Its deliveries exceeded its quarterly guidance of 9,000 to 11,000 vehicles, driven by strong sequential growth in EDV and R1 deliveries, along with the launch of R2 deliveries.

Reflecting its progress and expectations for the second half of the year, Rivian raised its full-year 2026 delivery forecast to 65,000-70,000 vehicles from its previous outlook of 62,000-67,000 vehicles. LCID currently has a Zacks Rank #3 (Hold), while RIVN has a Zacks Rank #4 (Sell).

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

Electric vehicle maker Tesla, Inc. (TSLA - Free Report) also reported its second-quarter production and delivery figures. Tesla produced 451,758 vehicles during the quarter compared with 410,244 in the year-ago period and delivered 480,126 vehicles, up from 384,122 a year earlier. Tesla also deployed 13.5 GWh of energy storage products during the quarter.

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Shares of Tesla (NASDAQ:TSLA | TSLA Price Prediction) are up 6% in midday trading to $416.50, leading a broad electric-vehicle rebound after a rough stretch for the group. Rivian, Nio, and Lucid are all trading higher alongside Tesla stock, and autonomous-vehicle ETFs are joining the move.

Tesla stock’s gain caps a volatile few weeks. Tesla shares are still down 8% year to date, so today reads as a sector bounce rather than a trend change. The move is broad enough to look real, but the peer gains are running on Tesla’s news, not company-specific catalysts of their own.

Delivery Beat and Miami Robotaxi Launch Fuel Tesla Two catalysts are pushing Tesla stock higher. Tesla delivered 480,126 vehicles in Q2 2026 (up 25% year over year), with energy deployments up 41%, and sell-side estimates are being revised higher.

Analyst reactions are mixed. Gary Black of The Future Fund expects a near-term rebound but still calls Tesla stock “fully-priced” at a 2026 P/E ratio above 200x. Morgan Stanley kept an Equal Weight rating with a $415 price target, and Morningstar raised its fair value to $450 from $425 after being surprised by the July 2 selloff.

The second catalyst is Tesla’s robotaxi service launch in Miami, its first market outside Texas and California. This is an incremental milestone rather than a game-changer. The Miami coverage area is a narrow slice of the metro, the Austin operation remains small (a driverless fleet reported around 14 cars), and Tesla CEO Elon Musk has said material robotaxi revenue is unlikely before 2027.

The prediction markets are consistent with that skepticism. Polymarket assigns only a 13% probability to a California robotaxi launch by year-end 2026, even as short-dated markets show a 98% probability that Tesla stock closes higher today.

Rivian, Nio, and Lucid Ride Tesla’s Wave Rivian (NASDAQ:RIVN) stock is up 7% to around $20, but Rivian shares are basically flat year-to-date. There’s no confirmed company-specific catalyst for Rivian today; the move reads as sympathy trading on Tesla’s delivery beat and a broader risk-on bounce in EV names.

Lucid (NASDAQ:LCID) stock is up 7% to $6.51, but shares are down 40% year-to-date. LCID stock also lack a company-specific catalyst, and composite sentiment on Lucid stock reads at a bearish 31.

Nio (NYSE:NIO) stock is also up 5%, trading at $5.03, with Nio shares still down 8% year to date. Like Rivian, Nio lacks a fresh company trigger today, though prediction-sentiment on the Chinese EV maker sits at a bullish 64.

A Thematic ETF for Broader EV Exposure For a diversified, single-ticker way to play the theme, the Global X Autonomous & Electric Vehicles ETF (NASDAQ:DRIV) holds a basket of these names alongside chipmakers, battery suppliers, and traditional automakers. Thematic ETFs and EV stocks are volatile, so position sizing matters here.

What to Watch Next Tesla reports its Q2 earnings on July 22, and the call could reset the near-term narrative on robotaxi economics, energy margins, and 2026 guidance. Investors can watch for whether today’s gains hold into the close and whether follow-through emerges across the sector into next week.

The bull case for Tesla rests on delivery and energy momentum plus long-dated AI and robotaxi optionality. Meanwhile, the bear case leans on a rich valuation after the recent run, thin near-term robotaxi revenue, and the sharp volatility already visible in Tesla stock this year.

These are speculative, volatile names, and a single session doesn’t change the long-term thesis. Investors should consider keeping their position sizes modest, especially in Rivian, Nio, and Lucid, where today’s move lacks a company-specific driver and the year-to-date charts still tell a tougher story than the intraday tape.

Contact [email protected] for any questions or corrections.

Shares of Rivian Automotive Inc. RIVN climbed more than 5% on Monday after JPMorgan raised its price target following the electric vehicle maker's stronger-than-expected second-quarter delivery results.

The stock RIVN rose about 6% to $19.75 during trading, outperforming the broader market as investors reacted positively to the company's improved delivery outlook and growing optimism surrounding its new R2 vehicle platform.

Last week, Rivian reported second-quarter deliveries of 12,194 vehicles, exceeding Wall Street expectations of roughly 11,000 vehicles.

The company also produced 12,613 vehicles during the quarter ended June 30.

JPMorgan analyst Rajat Gupta increased his price target on Rivian shares to $15 from $9 following the delivery report while maintaining a Sell rating.

The analyst raised his 2026 delivery forecast after the stronger quarterly performance.

"We are now forecasting 2026 deliveries of about 68,100 versus about 64,900 units prior, while leaving our 2027 estimate largely unchanged at about 146,000 units,"

Gupta wrote that the higher price target reflected stronger expected deliveries and "ongoing strides" in autonomous driving technology.

Despite the increase, Rivian shares continued trading well above JPMorgan's revised target.

The average Wall Street price target stands at approximately $18.40, also below the stock's current trading level.

Investor sentiment has been supported by expectations that Rivian's lower-priced R2 platform could significantly expand the company's addressable market.

The company's existing R1T pickup truck and R1S SUV generally sell for more than $80,000, limiting their potential customer base.

The upcoming R2 family of vehicles is expected to start at about $45,000, making Rivian's products accessible to a broader group of buyers.

The second quarter also marked the launch of the R2 vehicle, with deliveries expected to ramp through the remainder of the year.

Rivian raised its full-year 2026 delivery guidance to between 65,000 and 70,000 vehicles, up from its previous forecast of 62,000 to 67,000 vehicles.

Management attributed the stronger outlook to higher EDV and R1 deliveries as well as the introduction of R2 deliveries.

The stock has gained roughly 30% over the past three months, although it remains well below its record high of nearly $180 reached shortly after the company's 2021 initial public offering.

Baird reiterated its Outperform rating and maintained a $23 price target following the delivery update.

The brokerage noted that second-quarter deliveries exceeded consensus estimates and increased nearly 14% from a year earlier, although the figure came in slightly below Baird's own higher forecast.

The company is scheduled to report second-quarter financial results after the market closes on July 30.

Investors are expected to focus on margins, cash burn and progress in ramping production of the R2 platform.

While Rivian's recent performance has strengthened investor confidence, the broader US electric vehicle market remains challenging.

EV adoption in the United States continues to trail Europe and China, and the expiration of the federal $7,500 EV purchase tax credit has added further pressure to demand.

Wall Street expects Rivian to reach profitability in 2030, when annual vehicle sales are projected to approach 427,000 units, a level analysts say is typically required for mass-market automakers to generate sustainable profits.

Key Takeaways Cenovus' upstream production is pressured as crude prices settle well below prior war-premium highs.CVE's integrated refining infrastructure and pipeline assets help limit exposure to oil price volatility.Cenovus adjusts transport and refining operations to reach better markets and boost margins. Cenovus Energy Inc. (CVE - Free Report) is a Canada-based integrated energy company with exposure to both the upstream and downstream segments of the energy industry. The company’s upstream production is primarily focused on its Canadian oil sands assets, alongside conventional and offshore production, while its downstream infrastructure comprises refining assets in Canada and the United States.

The majority of CVE’s production comes from its Canadian oil sands assets, which consist of heavy and bitumen-blend crude typically priced against the Western Canadian Select (“WCS”). The WCS benchmark usually trades at a discount to the West Texas Intermediate (“WTI”). Crude oil prices have also softened considerably in recent weeks, closing at $68.69 per barrel on July 2. This demonstrates that crude prices have settled well below the war-premium highs seen previously, when WTI surpassed the $100 per barrel mark.

The company’s upstream segment remains sensitive to changes in crude prices. In a lower oil price environment, Cenovus' integrated structure plays a crucial role in protecting its profitability. The company’s access to downstream infrastructure and pipeline capacity provides a cushion that can partially offset the risk of heavy oil price dislocations.

Management has highlighted that it actively looks for opportunities across its pipeline and transportation network to move crude into premium markets and realize better pricing. Similarly, on the refining side, the company continues to adjust refining operations based on market conditions to maximize the production of higher-value refined products, enabling it to capture higher margins. This allows Cenovus to capture greater value across the integrated value chain and partially offset the impact of lower crude prices on its upstream operations. The company's integrated business model and its focus on maximizing value across the supply chain should enable it to navigate a softer crude price environment with ease.

Other Canadian Integrated Energy CompaniesCanadian Natural Resources (CNQ - Free Report)  is one of the largest independent energy companies in Canada, engaged in the exploration, development and production of oil and natural gas. The company boasts a diversified portfolio of crude oil, natural gas, bitumen and synthetic crude oil. Canadian Natural has set an ambitious production target for 2026, aiming for a total annual production range of 1,615 thousand barrels of oil equivalent per day (MBOE/d) to 1,665 MBOE/d. This target represents an approximately 4% increase in production compared with 2025.

Imperial Oil Limited (IMO - Free Report) is another leading integrated energy company headquartered in Canada. IMO’s operations span across exploration and production, refining and a petrochemicals business. The company is a major Canadian oil sands producer and the largest jet fuel supplier in the country. Notably, the U.S. oil giant Exxon Mobil Corporation holds an approximately 71% stake in the Canadian operator.

CVE’s Price Performance, Valuation & EstimatesShares of CVE have jumped 75.5% over the past year compared with the 54.2% improvement of the composite stocks belonging to the industry.

Image Source: Zacks Investment Research

From a valuation standpoint, CVE trades at a trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 6.16X. This is below the broader industry average of 6.49X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CVE’s 2026 earnings hasn’t seen any revisions over the past seven days.

Image Source: Zacks Investment Research

CVE and IMO currently sport a Zacks Rank #1 (Strong Buy) each, while CNQ carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Dynatrace (DT - Free Report) , which belongs to the Zacks Computers - IT Services industry.

When looking at the last two reports, this software intellegence company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 6.22%, on average, in the last two quarters.

For the most recent quarter, Dynatrace was expected to post earnings of $0.39 per share, but it reported $0.41 per share instead, representing a surprise of 5.13%. For the previous quarter, the consensus estimate was $0.41 per share, while it actually produced $0.44 per share, a surprise of 7.32%.

Price and EPS Surprise

For Dynatrace, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

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

Dynatrace currently has an Earnings ESP of +0.67%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? McKesson (MCK - Free Report) , which belongs to the Zacks Medical - Dental Supplies industry, could be a great candidate to consider.

This prescription drug distributor has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 0.72%.

For the most recent quarter, McKesson was expected to post earnings of $11.56 per share, but it reported $11.69 per share instead, representing a surprise of 1.12%. For the previous quarter, the consensus estimate was $9.31 per share, while it actually produced $9.34 per share, a surprise of 0.32%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for McKesson lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

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

McKesson currently has an Earnings ESP of +7.73%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 5, 2026.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Key Takeaways Central Garden is investing in innovation and leading brands to support long-term growth and margins.CENT's Pet segment sales rose 5%, supported by consumables strength and higher-margin product categories.CENT introduced new pet products while maintaining market share and expanding distribution across categories. Central Garden & Pet Company (CENT - Free Report) is continuing to invest behind its strongest brands, innovation and consumer insights. Management said that these investments are gaining traction and positioning the business to drive both growth and margin expansion. While the company remains early in this journey, it expects innovation to become a more meaningful contributor as it continues to scale a more streamlined and efficient operating model.

The Pet segment generated net sales of $477 million, up 5% year over year in the second quarter of fiscal 2026. Growth was driven by continued strength in the company's core consumables portfolio and the expected shift of Outdoor Cushions shipments from the first quarter into the second. Management highlighted healthy demand across its higher-margin dog and cat, equine and professional product lines, where innovation and execution continued to support top-line growth. The company also held overall market share while posting gains in categories including rawhide, dog treats, flea and tick, pet bird and professional products, alongside additional distribution gains across multiple categories.

CENT also advanced its innovation pipeline during the quarter by introducing new branded and private-label products designed to deepen retailer partnerships and better connect with consumers. Recent pet launches included Nylabone dog chews made with real meat and Farnam Endure Gold Killer Fly & Mosquito Control Spray for horses, further expanding the company's branded portfolio.

Overall, management believes continued investment in innovation, disciplined execution and portfolio optimization will strengthen the pet business over time. As innovation becomes a larger contributor within a more efficient operating model, the company expects these initiatives to support future growth while reinforcing retailer partnerships and expanding opportunities across its core pet categories.

The Zacks Rundown for CENTShares of this Zacks Rank #1 (Strong Buy) company have soared 38.9% in the past six months compared with the industry’s gain of 8%.

Image Source: Zacks Investment Research

From a valuation standpoint, CENT trades at a forward price-to-earnings ratio of 14.41, lower than the industry’s average of 15.25.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CENT’s current and next fiscal year earnings implies year-over-year growth of 5.9% and 7.3%, respectively.

Image Source: Zacks Investment Research

Other Stocks to ConsiderSome other top-ranked stocks have been discussed below:

Ollie’s Bargain Outlet Holdings Inc. (OLLI - Free Report) is a retailer of closeout merchandise and excess inventory in the United States. It holds a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Ollie Bargain’s current financial-year sales and earnings indicates 12.7% and 17.1% growth from the last year, respectively. OLLI reported a trailing four-quarter average earnings surprise of 4.9%.

Phibro Animal Health Corporation (PAHC - Free Report) operates as an animal health and mineral nutrition company in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. PAHC carries a Zacks Rank of 2.

The Zacks Consensus Estimate for PAHC's current fiscal-year sales and earnings implies growth of 14.8% and 47.4%, respectively, from the year-ago actuals. PAHC delivered a trailing four-quarter earnings surprise of 16.3%, on average.

Trupanion, Inc. (TRUP - Free Report) together with its subsidiaries, provides medical insurance for cats and dogs on a subscription basis in the United States, Canada, Continental Europe, and Australia. It holds a Zacks Rank #2.

The Zacks Consensus Estimate for TRUP’s current financial-year sales and earnings indicates 9.4% and 20% growth from the last year, respectively. TRUP reported a trailing four-quarter average earnings surprise of 4.9%.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Hub Group To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Hub Group between April 28, 2023 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - July 6, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG) and reminds investors of the August 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements caused by the premature and incorrect recognition of certain transactions concerning, among other things, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth; and (2) Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable concerning, among other things, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth.

On February 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon and would be restated due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025." The Company revealed that its reports for those quarters "were in each case materially misstated due to the aforementioned error and should no longer be relied upon" and that "the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps." The Company also estimated that "[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million."

This news caused the price of Hub Group stock to decline roughly 18%, from $51.33 per share at close on February 5, 2026, to $41.96 per share at close on February 6, 2026.

On May 12, 2026, Hub Group announced that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they "should no longer be relied upon." The Company did not quantify the expected misstatement, although it "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023."

This news caused the price of Hub Group stock to decline a further 13%, from $41.86 per share at close on May 11, 2026, to $36.62 per share at close on May 12, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Hub Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Hub Group class action, go to www.faruqilaw.com/HUBG or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the Hub Group Securities Class Action Lawsuit:

What is the Hub Group securities fraud lawsuit about?

The lawsuit alleges Hub Group made misleading statements about revenue recognition, transportation costs, accounts payable, internal controls, and financial reporting, causing multiple financial statements to contain material accounting misstatements.

Who may be eligible to participate in the lawsuit?

Investors who purchased or acquired Hub Group (NASDAQ: HUBG) securities between April 28, 2023 and May 11, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff represents the proposed class and helps oversee the litigation. Eligible investors must file a motion with the court by August 28, 2026. Investors can share in any recovery without serving as lead plaintiff.

What should investors do if they purchased Hub Group stock during the Class Period?

Investors should review their trading records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for clients. The firm can evaluate your potential claims and explain your legal options at no upfront cost.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304063

Source: Faruqi & Faruqi LLP

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